NHC
Nancy H. Challenger Portfolio
Invests via Challenger Wealth Management | Managed by Nancy H. Challenger
Invests via Challenger Wealth Management
Managed by Nancy H. Challenger
Automatically Tracked
Senior finance and governance executive focused on corporate strategy, capital markets and M&A across public and private companies. Nancy H. Challenger brings operating and board experience advising restructurings, capital raises and strategic transactions, and is active in investor relations, governance oversight and enterprise performance improvement.
Senior finance and governance executive focused on corporate strategy, capital markets and M&A across public and private companies. Nancy H. Challenger brings operating and board experience advising restructurings, capital raises and strategic transactions, and is active in investor relations, governance oversight and enterprise performance improvement.
Investment Philosophy & Strategy
Leans toward active, governance-driven investing that prioritizes capital structure efficiency and strategic repositioning. Seeks mispriced opportunities in public and private companies where board-level engagement, operational restructuring or targeted capital raises can unlock value. Emphasizes rigorous due diligence, alignment with management, disciplined risk controls and multi-year horizons, favoring special situations, M&A-driven value creation and performance improvement plays.
Leans toward active, governance-driven investing that prioritizes capital structure efficiency and strategic repositioning. Seeks mispriced opportunities in public and private companies where board-level engagement, operational restructuring or targeted capital raises can unlock value. Emphasizes rigorous due diligence, alignment with management, disciplined risk controls and multi-year horizons, favoring special situations, M&A-driven value creation and performance improvement plays.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
23.87%
Gain -0.59%
Monthly
1.26%
Yearly
16.25%
Drawdown
16.92%
$139.46M
Equity
Holdings
$139.46M
Investment
$111.77M
$29.84M
Profit -$901,691.84
Realized
$2.14M
Unrealized
$27.7M
Dividends
$2.66M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$901,691.84
Win %
71%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$345,893.24
Win %
71%
This Month
Compared to last month
Gain
-0.25%
Profit
-$345,893.24
Win %
71%
This Year
Compared to last year
Gain
5.39%
Profit
$7.2M
Win %
68%
META Meta Platforms Inc Class A
+4.24%
+$14,956.5 
WMT Walmart Inc.
+3.43%
+$32,130.28 
TJX The TJX Companies, Inc.
+2.75%
+$39,533.58 
WELL Welltower Inc.
+2.27%
+$6,730.43 
XOM Exxon Mobil Corporation
+2.11%
+$88,836.58 
LLY Eli Lilly and Company
+1.76%
+$5,222.88 
PH Parker-Hannifin Corporation
+1.73%
+$9,297.78 
MO Altria Group, Inc.
+1.68%
+$9,438.92 
MPC Marathon Petroleum Corporation
+1.62%
+$18,857.25 
TT Trane Technologies plc
+1.52%
+$20,559 
MU Micron Technology, Inc.
+1.45%
+$11,741.73 
PWR Quanta Services Inc.
+1.4%
+$16,647.8 
ASML ASML Holding N.V. New York Registry Shares
+1.23%
+$14,315.18 
CVX Chevron Corporation
+1.19%
+$42,167.81 
CNQ Canadian Natural Resources Limited
+1%
+$3,344.52 
ETR Entergy Corporation
+0.98%
+$2,495.24 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$5,262.5 
CTAS Cintas Corporation
+0.81%
+$7,302.39 
COST Costco Wholesale Corporation
+0.79%
+$18,091.08 
EPD Enterprise Products Partners L.P.
+0.74%
+$2,656.08 
WMB The Williams Companies, Inc.
+0.52%
+$2,550.78 
HD The Home Depot, Inc.
+0.48%
+$5,194.47 
KO The Coca-Cola Company
+0.48%
+$2,836.12 
CB Chubb Limited
+0.17%
+$408.24 
OKE ONEOK, Inc.
+0.07%
+$337.56 
TSLA Tesla, Inc.
0%
+$184.13 
DUK Duke Energy Corporation
0%
$0 
FTAI
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
IBM International Business Machines Corporation
-7.1%
-$41,148.8 
TMUS T-Mobile US, Inc.
-3.89%
-$40,612.22 
NVDA NVIDIA Corporation
-3.55%
-$169,701.84 
MSFT Microsoft Corp.
-3.11%
-$115,481.24 
VZ Verizon Communications Inc.
-2.54%
-$8,011.71 
AMZN Amazon.com Inc
-2.53%
-$113,360 
MET MetLife Inc.
-2.22%
-$12,784.44 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$48,976.13 
NOC Northrop Grumman Corporation
-1.93%
-$8,978.7 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$5,854.6 
AAPL Apple Inc.
-1.58%
-$102,339.21 
ARCC Ares Capital Corporation
-1.53%
-$65,302.2 
ADP Automatic Data Processing Inc.
-1.48%
-$15,647.66 
MA Mastercard Incorporated
-1.2%
-$12,740.96 
V Visa Inc. Class A
-1.16%
-$19,345.76 
HCA HCA Healthcare Inc.
-1.1%
-$7,808.42 
MCD McDonald's Corporation
-1.07%
-$3,116.89 
HIG The Hartford Insurance Group, Inc.
-0.94%
-$5,737.2 
GOOGL Alphabet Inc
-0.79%
-$27,673.36 
CGGR Capital Group Growth ETF
-0.77%
-$162,127.52 
DVY iShares Select Dividend ETF
-0.76%
-$11,564.28 
GOOG Alphabet Inc
-0.76%
-$3,867.17 
CGUS Capital Group Core Equity ETF
-0.71%
-$83,345.22 
IVV iShares Core S&P 500 ETF
-0.71%
-$4,165.7 
CGBL Capital Group Core Balanced ETF
-0.63%
-$29,831.04 
CGDV Capital Group Dividend Value ETF
-0.55%
-$127,932.75 
AVGO Broadcom Inc.
-0.49%
-$16,625.7 
PG Procter & Gamble Co
-0.26%
-$3,533.87 
LMT Lockheed Martin Corporation
-0.2%
-$2,427 Events
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Dividends
Dividend Analysis
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| Trades 475 | Longs Won 291/475 61% | Profit Factor 8.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $298,397.21 |
| Average Win $115,865.3 | Best Trade (Jun 02) $4.12M | Sharpe Ratio -9.65 |
| Average Loss -$21,082.89 | Worst Trade (Jun 03) -$628,630.81 | Z-Score 1.75 (91.94%) |
| Commissions $0 | Avg. Trade Length 8m 4w | Expectancy $62,815.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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