Nicholas Shaheen Portfolio
Invests via FSA Advisors Inc. | Managed by Nicholas A. Shaheen
Invests via FSA Advisors Inc.
Managed by Nicholas A. Shaheen
Automatically Tracked
Nicholas Shaheen Profile
Nicholas Shaheen has carved out a distinguished career at the intersection of technology and finance, driving innovation within investment strategies. With extensive experience as an entrepreneur, he founded and leads initiatives that integrate advanced data analytics into asset management processes. His commitment to enhancing market efficiencies makes him a pivotal figure in shaping modern investment frameworks. Notably recognized for his leadership acumen, he is actively engaged in fostering collaboration among emerging fintech solutions and traditional investment approaches, thereby addressing evolving client needs in dynamic capital markets.
Nicholas Shaheen has carved out a distinguished career at the intersection of technology and finance, driving innovation within investment strategies. With extensive experience as an entrepreneur, he founded and leads initiatives that integrate advanced data analytics into asset management processes. His commitment to enhancing market efficiencies makes him a pivotal figure in shaping modern investment frameworks. Notably recognized for his leadership acumen, he is actively engaged in fostering collaboration among emerging fintech solutions and traditional investment approaches, thereby addressing evolving client needs in dynamic capital markets.
Investment Philosophy & Strategy
Grounded in the dynamics of technology and finance, Nicholas Shaheen prioritizes innovative strategies that leverage data analytics to inform investment decisions. His entrepreneurial background is characterized by a commitment to merging traditional asset management with cutting-edge fintech solutions. The focus on operational efficiency allows for tailored approaches to meet client demands within fluctuating markets. By emphasizing collaboration among diverse financial disciplines, he aims to redefine investment paradigms while maintaining adaptability in strategy execution.
Grounded in the dynamics of technology and finance, Nicholas Shaheen prioritizes innovative strategies that leverage data analytics to inform investment decisions. His entrepreneurial background is characterized by a commitment to merging traditional asset management with cutting-edge fintech solutions. The focus on operational efficiency allows for tailored approaches to meet client demands within fluctuating markets. By emphasizing collaboration among diverse financial disciplines, he aims to redefine investment paradigms while maintaining adaptability in strategy execution.
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:
36.36%
Gain -0.22%
Monthly
0.92%
Yearly
11.66%
Drawdown
15.67%
$217.15M
Equity
Holdings
$217.15M
Investment
$198.84M
$18.69M
Profit -$410,500.73
Realized
$386,558.89
Unrealized
$18.31M
Dividends
$7.71M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$410,500.73
Win %
67%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$669,747.59
Win %
67%
This Month
Compared to last month
Gain
-0.47%
Profit
-$1.02M
Win %
67%
This Year
Compared to last year
Gain
-0.42%
Profit
-$907,441.15
Win %
68%
DXYZ Destiny Tech100 Inc.
+5.06%
+$18,440.24 
FTI TechnipFMC plc
+3.92%
+$11,493.94 
MU Micron Technology Inc.
+3.4%
+$35,888.17 
BP BP Plc Sponsored ADR
+2.4%
+$11,642.41 
XOM ExxonMobil Holdings Corporation
+2.28%
+$10,438.26 
KMI Kinder Morgan Inc.
+2.24%
+$10,393.33 
LITE Lumentum Holdings Inc.
+2.11%
+$3,975.3 
CTA Simplify Managed Futures Strategy ETF
+1.96%
+$65,147.69 
ORCL Oracle Corporation
+1.52%
+$5,298.34 
AMD Advanced Micro Devices Inc.
+1.49%
+$13,798.64 
INTC Intel Corporation
+1.48%
+$4,600.81 
SPRX Spear Alpha ETF
+1.46%
+$6,600.96 
SPCX Space Exploration Technologies Corp. Class A
+1.46%
+$2,519.34 
CSCO Cisco Systems, Inc.
+1.34%
+$5,063.62 
GLW Corning Incorporated
+1.11%
+$1,346.88 
QCOM QUALCOMM Incorporated
+1.03%
+$4,229.28 
ADI Analog Devices, Inc.
+1%
+$3,296.43 
DTM DT Midstream, Inc.
+0.98%
+$7,194.66 
PAYM TrueShares S&P Autocallable Defensive Income ETF
+0.85%
+$8,764.77 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+0.83%
+$2,196.48 
NNOV Innovator Growth-100 Power Buffer ETF - November
+0.81%
+$3,563.99 
SMH VanEck Semiconductor ETF
+0.71%
+$4,398.26 
MSFT Microsoft Corporation Common Stock
+0.71%
+$35,419.21 
SNX TD SYNNEX Corporation
+0.71%
+$2,408.1 
ABT Abbott Laboratories
+0.68%
+$3,016.3 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
+0.68%
+$19,257.36 
XRP Bitwise XRP ETF
+0.62%
+$1,637.64 
VGT Vanguard Information Technology ETF
+0.54%
+$1,567.36 
XLK State Street Technology Select Sector SPDR ETF
+0.53%
+$2,528.79 
RULE Adaptive Core ETF
+0.48%
+$840.43 
FTEC Fidelity MSCI Information Technology Index ETF
+0.48%
+$1,440.24 
VRT Vertiv Holdings Co Class A Common Stock
+0.43%
+$5,711.16 
SYK Stryker Corp.
+0.33%
+$688.81 
AVGO Broadcom Inc.
+0.28%
+$2,237.42 
ABBV AbbVie Inc.
+0.27%
+$2,637.96 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.23%
+$595.92 
QQQ Invesco QQQ Trust, Series 1
+0.18%
+$7,082.67 
PWR Quanta Services, Inc.
+0.17%
+$347.82 
VTEB Vanguard Tax-Exempt Bond ETF
+0.17%
+$917.84 
SBAR Simplify Barrier Income ETF
+0.16%
+$3,672.48 
GEV GE Vernova Inc.
+0.16%
+$1,683.53 
SVOL Simplify Volatility Premium ETF
+0.15%
+$2,462.95 
MUB iShares National Muni Bond ETF
+0.14%
+$428.54 
EVIM Eaton Vance Intermediate Municipal Income ETF
+0.14%
+$723.8 
QQQI NEOS Nasdaq-100 High Income ETF
+0.13%
+$4,464.25 
KFEB Innovator U.S. Small Cap Power Buffer ETF - February
+0.13%
+$358.53 
SCNM Sterling Capital National Municipal Bond ETF
+0.12%
+$410.44 
NJUL Innovator Nasdaq-100 Power Buffer ETF - July
+0.1%
+$889.51 
IEMG iShares Core MSCI Emerging Markets ETF
+0.09%
+$591.08 
NJAN Innovator Growth-100 Power Buffer ETF - January
+0.09%
+$969.26 
NAPR Innovator Nasdaq-100 Power Buffer ETF - April
+0.09%
+$802.89 
EVSM Eaton Vance Short Duration Municipal Income ETF
+0.09%
+$724.37 
ZMAR Innovator Equity Defined Protection ETF - 1 Yr March
+0.07%
+$151.6 
HYD VanEck High Yield Muni ETF
+0.06%
+$155.49 
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF
+0.06%
+$3,334.41 
BNDX Vanguard Total International Bond ETF
+0.03%
+$194.47 
BILZ PIMCO Ultra Short Government Active ETF
+0.03%
+$605.77 
FISR State Street Fixed Income Sector Rotation ETF
0%
-$1.44 
PAPR Innovator U.S. Equity Power Buffer ETF - April
0%
$0 
KDEC Innovator U.S. Small Cap Power Buffer ETF - December
0%
$0 
SCEP Sterling Capital Hedged Equity Premium Income ETF
0%
$0 ZNOV
ZNOV
0%
$0 QBER
QBER
0%
$0 ONEZ
ONEZ
0%
$0 ZSEP
ZSEP
0%
$0 NFEB
NFEB
0%
$0 ZOCT
ZOCT
0%
$0 NDEC
NDEC
0%
$0 ZJUN
ZJUN
0%
$0 ZAPR
ZAPR
0%
$0 NMAR
NMAR
0%
$0 CNAV
CNAV
0%
$0 
T AT&T Inc.
-5.96%
-$23,490.28 
AXP American Express Company
-3.97%
-$8,294.65 
RCL Royal Caribbean Cruises Ltd.
-3.74%
-$7,457.9 
HD The Home Depot, Inc.
-3%
-$12,186.63 
F Ford Motor Co.
-2.81%
-$13,813.39 
PEP PepsiCo, Inc.
-2.79%
-$7,465.12 
CI The Cigna Group
-2.73%
-$9,275.12 
KMB Kimberly-Clark Corporation
-2.58%
-$9,294.25 
KO The Coca-Cola Company
-2.49%
-$9,457.25 
CAT Caterpillar Inc.
-2.45%
-$25,665.23 
GE General Electric Company
-2.37%
-$4,517.05 
LLY Eli Lilly and Company
-2.29%
-$10,526.47 
ALL The Allstate Corporation
-2.28%
-$12,688.79 
MCD McDonald's Corporation
-2.17%
-$4,489.5 
ADBE Adobe Inc.
-2.1%
-$7,507.07 
HPQ HP Inc.
-1.99%
-$9,807.46 
CNA CNA Financial Corporation Common Stock
-1.84%
-$5,733 
NJUN Innovator Growth-100 Power Buffer ETF - June
-1.82%
-$5,416.8 
JNJ Johnson & Johnson
-1.74%
-$15,186.87 
JPM JPMorgan Chase & Co.
-1.64%
-$18,381.23 
VCR Vanguard Consumer Discretionary ETF
-1.59%
-$5,641.02 
MRK Merck & Co., Inc.
-1.53%
-$5,643.24 
SNA Snap-on Incorporated
-1.46%
-$6,240.78 
ZTS Zoetis Inc. Class A Common Stock
-1.4%
-$3,458.05 
WMT Walmart Inc.
-1.38%
-$7,109.19 
AEP American Electric Power Company, Inc.
-1.37%
-$4,575.24 
VZ Verizon Communications Inc.
-1.35%
-$4,057.72 
COST Costco Wholesale Corp
-1.3%
-$2,846.6 
MAR Marriott International, Inc. Class A Common Stock
-1.25%
-$13,948.3 
UPS United Parcel Service, Inc. Class B Common Stock
-1.12%
-$2,689.26 
SO The Southern Company
-1.11%
-$3,695.12 
ARCC Ares Capital Corp.
-1.04%
-$4,751.95 
DTE DTE Energy Company
-1.02%
-$16,883.02 
NFLX Netflix Inc.
-1.01%
-$2,034.46 
VRSN VeriSign, Inc.
-0.97%
-$3,338.28 
BRK-B Berkshire Hathaway Inc.
-0.93%
-$3,488.3 
TSLA Tesla, Inc.
-0.93%
-$10,647.37 
VPU Vanguard Utilities ETF
-0.92%
-$3,065.1 
USB U.S. Bancorp
-0.92%
-$3,841.75 
VIG Vanguard Dividend Appreciation ETF
-0.85%
-$1,812.03 
FDVV Fidelity High Dividend ETF
-0.85%
-$3,716.36 
EFG iShares MSCI EAFE Growth ETF
-0.84%
-$3,517 
BAC Bank of America Corporation
-0.84%
-$1,723.02 
ES Eversource Energy
-0.8%
-$1,732.56 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.8%
-$2,067.43 
QUAL iShares MSCI USA Quality Factor ETF
-0.77%
-$1,664.26 
ATO Atmos Energy Corporation
-0.76%
-$2,368.08 
IWX iShares Russell Top 200 Value ETF
-0.75%
-$5,477.34 
SCHV Schwab U.S. Large-Cap Value ETF
-0.74%
-$1,692.69 
NVG Nuveen AMT-Free Municipal Credit Income Fund
-0.73%
-$7,236.24 
GLD SPDR Gold Shares
-0.73%
-$2,601.6 
AVLV Avantis U.S. Large Cap Value ETF
-0.72%
-$3,268.93 
AVDE Avantis International Equity Fund Institutional Class
-0.69%
-$2,519.68 
VTV Vanguard Morningstar Value ETF
-0.69%
-$6,882.88 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.69%
-$4,877.82 
META Meta Platforms Inc Class A
-0.67%
-$4,250.86 
SCHM Schwab U.S. Mid-Cap ETF
-0.66%
-$1,965.51 
VBR Vanguard Small-Cap Value ETF
-0.66%
-$1,391.25 
BAMD Brookstone Dividend Stock ETF
-0.65%
-$2,224.61 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.65%
-$1,549.1 
IEFA iShares Core MSCI EAFE ETF
-0.65%
-$2,708.12 
IDEV iShares Core MSCI International Developed Markets ETF
-0.65%
-$1,419.1 
PHYS Sprott Physical Gold Trust
-0.64%
-$2,365.16 
INCY Incyte Corp.
-0.63%
-$2,114.18 
GOOGL Alphabet Inc
-0.63%
-$7,939.65 
GWW W.W. Grainger Inc.
-0.63%
-$4,314.22 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.61%
-$1,788.18 
IWS iShares Russell Mid-Cap Value ETF
-0.6%
-$2,081.76 
AAPL Apple Inc.
-0.59%
-$23,887.8 
BAMG Brookstone Growth Stock ETF
-0.59%
-$2,470.52 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.59%
-$2,933.55 
BAMV Brookstone Value Stock ETF
-0.57%
-$2,077.11 
GD General Dynamics Corp.
-0.56%
-$6,956.14 
QINT American Century Quality Diversified International ETF
-0.55%
-$1,724.82 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$1,599.88 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.51%
-$1,239.68 
IWR iShares Russell Mid-Cap ETF
-0.5%
-$1,583.45 
VTWO Vanguard Russell 2000 ETF
-0.49%
-$1,482.8 
AMZN Amazon.com Inc
-0.49%
-$6,938.43 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.49%
-$1,649.2 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.49%
-$2,842.56 
EFV iShares MSCI EAFE Value ETF
-0.48%
-$2,323.69 
AVLC Avantis U.S. Large Cap Equity ETF
-0.46%
-$4,380.6 
IJR iShares Core S&P Small-Cap ETF
-0.46%
-$1,433.58 
IVV iShares Core S&P 500 ETF
-0.46%
-$2,431.85 
SNAV Collaborative Investment Series Trust - Mohr Sector Nav ETF
-0.46%
-$1,218.88 
VEA Vanguard FTSE Developed Markets ETF
-0.46%
-$10,802.24 
VOO Vanguard S&P 500 ETF
-0.46%
-$38,176.41 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.46%
-$6,981.89 
VBK Vanguard Small-Cap Growth ETF
-0.45%
-$3,136.12 
QGRO American Century U.S. Quality Growth ETF
-0.45%
-$1,620.32 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.45%
-$860.4 
FLV American Century Focused Large Cap Value ETF
-0.44%
-$2,058.42 
GOOG Alphabet Inc
-0.44%
-$1,852.75 
SPY State Street SPDR S&P 500 ETF Trust
-0.44%
-$10,651.26 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.43%
-$1,072 
VTI Vanguard Total Stock Market ETF
-0.43%
-$4,131.24 
BNOV Innovator U.S. Equity Buffer ETF - November
-0.42%
-$4,040.04 
XLSR SPDR SSGA U.S. Sector Rotation ETF
-0.41%
-$2,864.97 
IWMI NEOS Russell 2000 High Income ETF
-0.4%
-$4,858.62 
FDG American Century Focused Dynamic Growth ETF
-0.4%
-$773.68 
VXUS Vanguard Total International Stock ETF
-0.4%
-$952.38 
BG Bunge Global SA
-0.39%
-$968.4 
DFUS Dimensional U.S. Equity Market ETF
-0.37%
-$859.63 
BLV Vanguard Long-Term Bond ETF
-0.37%
-$712.56 
SPYI NEOS S&P 500 High Income ETF
-0.35%
-$13,189.2 
VST Vistra Corp.
-0.35%
-$1,552.32 
BOCT Innovator U.S. Equity Buffer ETF - October
-0.34%
-$7,158.15 
NEE NextEra Energy Inc.
-0.34%
-$1,012.83 
NVDA NVIDIA Corporation
-0.34%
-$14,320.7 
FBCG Fidelity Blue Chip Growth ETF
-0.34%
-$1,724.8 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.33%
-$928.72 
DECT AllianzIM U.S. Equity Buffer10 Dec ETF
-0.33%
-$4,069.96 
IXUS iShares Core MSCI Total International Stock ETF
-0.32%
-$1,159.64 
SEPZ TrueShares Structured Outcome (September) ETF
-0.31%
-$1,794.81 
AGGH Simplify Aggregate Bond ETF
-0.31%
-$6,704.04 
VUG Vanguard Morningstar Growth ETF
-0.31%
-$2,684.61 
JUNT AllianzIM U.S. Equity Buffer10 Jun ETF
-0.31%
-$3,019.57 
BUCK Simplify Treasury Option Income ETF
-0.3%
-$9,478.14 
BSTP Innovator Buffer Step-Up Strategy ETF
-0.3%
-$688.35 
BFEB Innovator U.S. Equity Buffer ETF - February
-0.3%
-$5,396.01 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.29%
-$6,737.7 
BDEC Innovator U.S. Equity Buffer ETF - December
-0.29%
-$4,089.76 
SPEM SPDR Portfolio Emerging Markets ETF
-0.29%
-$1,507.86 
MAYT AllianzIM U.S. Equity Buffer10 May ETF
-0.29%
-$4,856.09 
BMAY Innovator U.S. Equity Buffer ETF - May
-0.28%
-$669.49 
VWO Vanguard FTSE Emerging Markets ETF
-0.28%
-$2,283.84 
BAUG Innovator U.S. Equity Buffer ETF - August
-0.28%
-$3,908.01 
VOOG Vanguard S&P 500 Growth ETF
-0.28%
-$734.39 
IVW iShares S&P 500 Growth ETF
-0.28%
-$646 
BJUN Innovator U.S. Equity Buffer ETF - June
-0.27%
-$1,493.69 
KOCT Innovator U.S. Small Cap Power Buffer ETF - October
-0.27%
-$1,225.96 
BUFR FT Vest Laddered Buffer ETF
-0.27%
-$2,123 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.26%
-$1,137.52 
VXF Vanguard Extended Market ETF
-0.25%
-$942.5 
BUFD FT Vest Laddered Deep Buffer ETF
-0.25%
-$1,801.65 
PSEP Innovator U.S. Equity Power Buffer ETF - September
-0.24%
-$2,885.47 
FEBT AllianzIM U.S. Equity Buffer10 Feb ETF
-0.24%
-$1,913.09 
BMAR Innovator U.S. Equity Buffer ETF - March
-0.22%
-$2,295.43 
PSTP Innovator Power Buffer Step-Up Strategy ETF
-0.21%
-$819.21 
IWY iShares Russell Top 200 Growth ETF
-0.21%
-$2,088 
BJUL Innovator U.S. Equity Buffer ETF - July
-0.2%
-$4,132.79 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.2%
-$1,108.38 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.19%
-$1,253.24 
SIXD AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
-0.19%
-$4,646.28 
KJAN Innovator U.S. Small Cap Power Buffer ETF - January
-0.19%
-$2,376.68 
ETN Eaton Corporation plc
-0.18%
-$679.31 
DECW AllianzIM U.S. Equity Buffer20 Dec ETF
-0.17%
-$2,472.21 
PNOV Innovator U.S. Equity Power Buffer ETF - November
-0.17%
-$1,612.24 
GAEM Simplify Gamma Emerging Market Bond ETF
-0.17%
-$1,309.05 
FOXY Simplify Currency Strategy ETF
-0.17%
-$3,744.73 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.17%
-$2,602 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
-0.17%
-$510.13 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.17%
-$2,089.52 
FEBW AllianzIM U.S. Equity Buffer20 Feb ETF
-0.17%
-$2,418.9 
AVIG Avantis Core Fixed Income ETF
-0.16%
-$1,185.92 
BND Vanguard Total Bond Market ETF
-0.16%
-$634.8 
GMAY FT Vest U.S. Equity Moderate Buffer ETF - May
-0.16%
-$2,358.79 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.16%
-$2,174.55 
BIV Vanguard Intermediate-Term Bond ETF
-0.15%
-$342.47 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.15%
-$667.98 
JNK State Street SPDR Bloomberg High Yield Bond ETF
-0.15%
-$397.32 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.15%
-$2,478.64 
ZAUG Innovator Equity Defined Protection ETF - 1 Yr August
-0.14%
-$381.79 
BSEP Innovator U.S. Equity Buffer ETF - September
-0.14%
-$2,328.4 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.13%
-$921.57 
KAPR Innovator U.S. Small Cap Power Buffer ETF - April
-0.13%
-$828.75 
SCEC Sterling Capital Enhanced Core Bond ETF
-0.12%
-$1,956.12 
MFUL Mindful Conservative ETF
-0.12%
-$259.16 
PJUL Innovator U.S. Equity Power Buffer ETF - July
-0.12%
-$1,547.28 
AVXC Avantis Emerging Markets ex-China Equity ETF
-0.12%
-$335.95 
BAPR Innovator U.S. Equity Buffer ETF - April
-0.11%
-$887.88 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.11%
-$2,426.76 
JUNW AllianzIM U.S. Equity Buffer20 Jun ETF
-0.1%
-$2,298.28 
BNDI NEOS Enhanced Income Aggregate Bond ETF
-0.1%
-$527.49 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.1%
-$210.06 
EVG Eaton Vance Short Duration Diversified Income Fund
-0.1%
-$247.46 
ZDEK Innovator Equity Defined Protection ETF - 1 Yr December
-0.09%
-$420.12 
PMAR Innovator U.S. Equity Power Buffer ETF - March
-0.09%
-$976.9 
KJUL Innovator U.S. Small Cap Power Buffer ETF - July
-0.09%
-$443.1 
MAYW AllianzIM U.S. Equity Buffer20 May ETF
-0.08%
-$2,435.85 
ACII Innovator Index Autocallable Income Strategy ETF
-0.08%
-$242.6 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.08%
-$277.56 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
-0.07%
-$227.15 
NOCT Innovator Growth-100 Power Buffer ETF - October
-0.07%
-$376.11 
SCMC Sterling Capital Multi-Strategy Income ETF
-0.06%
-$608.55 
JANW AllianzIM U.S. Equity Buffer20 Jan ETF
-0.05%
-$897.02 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$200.69 
ZMAY Innovator Equity Defined Protection ETF - 1 Yr May
-0.02%
-$112.5 Events
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Dividends
Dividend Analysis
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| Trades 1738 | Longs Won 1253/1738 72% | Profit Factor 1.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $329,447.85 |
| Average Win $47,695.68 | Best Trade (Mar 30) $6.83M | Sharpe Ratio -5.82 |
| Average Loss -$84,676.96 | Worst Trade (Mar 31) -$5.56M | Z-Score 0.01 (0.88%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $10,756.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.03% |
| Consecutive Losing Trades | 2,564 | 2,308 | 2,051 | 1,795 | 1,538 | 1,282 | 1,026 | 769 | 513 | 256 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,540 | $2.95M | $3.99M | - | $1.05M | 35.61% | -0.594% |
| ABBV AbbVie Inc. | 3,382 | $791,549.74 | $967,150.54 | - | $175,600.8 | 22.18% | +0.274% |
| ABT Abbott Laboratories | 4,309 | $442,406.02 | $444,731.89 | - | $2,325.87 | 0.53% | +0.683% |
| ACII Innovator Index Autocallable Income Strategy ETF | 12,130 | $308,709 | $307,495.5 | - | -$1,213.5 | -0.39% | -0.079% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 15,245 | $313,132 | $311,761.77 | - | -$1,370.23 | -0.44% | -0.073% |
| ADBE Adobe Inc. | 1,324 | $271,506 | $350,701.12 | - | $79,195.12 | 29.17% | -2.096% |
| ADI Analog Devices, Inc. | 854 | $339,193 | $332,735.48 | - | -$6,457.52 | -1.9% | +1.001% |
| AEP American Electric Power Company, Inc. | 2,556 | $335,014.86 | $329,340.6 | - | -$5,674.26 | -1.69% | -1.37% |
| AGGH Simplify Aggregate Bond ETF | 111,734 | $2.3M | $2.14M | - | -$162,360.55 | -7.05% | -0.312% |
| AIOO AllianzIM U.S. Equity Buffer100 Protection ETF | 11,438 | $291,959.26 | $302,482.49 | - | $10,523.23 | 3.6% | -0.168% |
| ALL The Allstate Corporation | 2,147 | $461,288.38 | $543,598.93 | - | $82,310.55 | 17.84% | -2.281% |
| AMD Advanced Micro Devices Inc. | 1,818 | $369,835.44 | $937,215.36 | - | $567,379.92 | 153.41% | +1.494% |
| AMZN Amazon.com Inc | 5,641 | $1.18M | $1.41M | - | $222,873.98 | 18.85% | -0.491% |
| ARCC Ares Capital Corp. | 24,369 | $540,017 | $453,141.55 | - | -$86,875.45 | -16.09% | -1.038% |
| ATO Atmos Energy Corporation | 1,794 | $322,652.24 | $309,626.46 | - | -$13,025.78 | -4.04% | -0.759% |
| AVDE Avantis International Equity Fund Institutional Class | 4,064 | $362,542 | $360,151.68 | - | -$2,390.32 | -0.66% | -0.695% |
| AVGO Broadcom Inc. | 2,445 | $849,711.09 | $792,559.22 | - | -$57,151.87 | -6.73% | +0.283% |
| AVIG Avantis Core Fixed Income ETF | 18,245 | $756,279.85 | $729,526.32 | - | -$26,753.53 | -3.54% | -0.162% |
| AVLC Avantis U.S. Large Cap Equity ETF | 10,430 | $938,284 | $939,743 | - | $1,459 | 0.16% | -0.464% |
| AVLV Avantis U.S. Large Cap Value ETF | 4,879 | $444,972 | $453,210.31 | - | $8,238.31 | 1.85% | -0.716% |
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FAQ
Which stocks have generated the highest profits for Nicholas Shaheen?
The largest contributions to the portfolio's profits come from the following stocks: Equinix, Inc - $6.99M, Vanguard S&P 500 ETF - $3.23M, Costco Wholesale Corp - $2.58M, Linde plc - $2.37M, and EOG Resources, Inc - $2M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Meta Platforms Inc Class A - $5.38M, Intuitive Surgical Inc - $5.22M, UnitedHealth Group Inc - $3.6M, Salesforce, Inc - $2.9M, and Tesla, Inc - $2.84M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicholas Shaheen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.71M earned over time. The largest contributors to dividend income include NEOS S&P 500 High Income ETF - $488,727.1, Simplify Volatility Premium ETF - $486,574.32, NEOS Nasdaq-100 High Income ETF - $446,642.94, NEOS Enhanced Income 1-3 Month T-Bill ETF - $293,811.65, and Vanguard FTSE Developed Markets ETF - $264,771.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicholas Shaheen's monthly returns?
Nicholas Shaheen's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Nicholas Shaheen's strategy be considered aggressive or moderate?
Nicholas Shaheen's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Nicholas Shaheen's strategy?
Nicholas Shaheen's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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