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:
36.95%
Gain -0.12%
Monthly
0.98%
Yearly
12.38%
Drawdown
15.67%
$219.29M
Equity
Holdings
$219.29M
Investment
$198.84M
$20.26M
Profit -$419,790.34
Realized
-$194,202.46
Unrealized
$20.45M
Dividends
$7.1M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$419,790.34
Win %
71%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$1.67M
Win %
71%
This Month
Compared to last month
Gain
-0.34%
Profit
-$754,844.29
Win %
71%
This Year
Compared to last year
Gain
0.3%
Profit
$653,803.75
Win %
70%
CNAV
CNAV
+75.44%
+$222,576.62 NFEB
NFEB
+27.79%
+$91,001.99 NDEC
NDEC
+27.46%
+$108,338.16 ONEZ
ONEZ
+10.2%
+$293,862.63 NMAR
NMAR
+9.15%
+$22,655.01 ZAPR
ZAPR
+6.35%
+$13,385.75 
PLTR Palantir Technologies Inc.
+4.66%
+$28,803.61 
MU Micron Technology, Inc.
+4.23%
+$47,481.3 ZSEP
ZSEP
+4.03%
+$14,708.81 
INTC Intel Corporation
+3.58%
+$13,129.57 ZNOV
ZNOV
+2.94%
+$7,899.04 ZOCT
ZOCT
+2.89%
+$7,011.93 
META Meta Platforms Inc Class A
+2.79%
+$15,862.1 
QCOM QUALCOMM Incorporated
+1.05%
+$4,086.7 
AAPL Apple Inc.
+1%
+$34,735.4 
CNA CNA Financial Corporation
+0.95%
+$3,024 
GOOGL Alphabet Inc
+0.82%
+$10,921.82 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$17,086.33 
SCHM Schwab U.S. Mid-Cap ETF
+0.69%
+$2,135.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.57%
+$2,878.2 
VBK Vanguard Small-Cap Growth ETF
+0.55%
+$4,216.83 
AVLV Avantis U.S. Large Cap Value ETF
+0.5%
+$2,293.13 
FDG American Century Focused Dynamic Growth ETF
+0.39%
+$802.62 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.32%
+$7,223.15 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.28%
+$3,610.32 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.27%
+$4,065.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.21%
+$519.48 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.16%
+$3,529.84 
ZMAY Innovator EDP ETF -1 Yr May
+0.11%
+$675 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.07%
+$911.55 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.04%
+$153.79 
BJUN Innovator U.S. Equity Buffer ETF - June
0%
+$3.31 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
0%
+$11.53 
KAPR Innovator U.S. Small Cap Power Buffer ETF
0%
+$6.63 
KJUL Innovator U.S. Small Cap Power Buffer ETF
0%
+$2.95 
RULE Adaptive Core ETF
0%
+$1.8 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
0%
+$30.98 
NJUN Innovator G-100 Power Buffer ETF - July
0%
+$2.7 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADI Analog Devices, Inc.
0%
+$0.01 
ADBE Adobe Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$0.03 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BG Bunge Global S.A.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DTE DTE Energy Company
0%
+$0.12 
DTM Dt Midstream Inc.
0%
$0 
ES Eversource Energy
0%
$0 
ETN Eaton Corporation plc
0%
$0 
F Ford Motor Company
0%
$0 
FTI TechnipFMC plc
0%
$0 
GD General Dynamics Corporation
0%
+$0.04 
GE General Electric Company
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HPQ HP Inc.
0%
$0 
INCY Incyte Corporation
0%
$0 
JNJ Johnson & Johnson
0%
+$0.03 
JPM JPMorgan Chase & Co.
0%
+$0.03 
KMI Kinder Morgan, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LITE Lumentum Holdings Inc.
0%
+$0.01 
LLY Eli Lilly and Company
0%
-$0.01 
MAR Marriott International Inc. - Class A
0%
+$0.03 
MCD McDonald's Corporation
0%
-$0.01 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.1 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PWR Quanta Services Inc.
0%
-$0.01 
RCL Royal Caribbean Group
0%
$0 
SNA Snap-on Inc.
0%
$0 
SO The Southern Company
0%
$0 
SNX TD Synnex Corporation
0%
-$0.01 
SYK Stryker Corporation
0%
+$0.01 
T AT&T Inc.
0%
$0 
TSLA Tesla, Inc.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
VST Vistra Corp
0%
+$0.03 
VRSN Verisign Inc.
0%
$0 
VRT Vertiv Holdings Co
0%
+$0.07 
VZ Verizon Communications Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
ZTS Zoetis Inc.
0%
$0 
AGGH Simplify Aggregate Bond ETF
0%
$0 
AVIG Avantis Core Fixed Income ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVLC Avantis U.S. Large Cap Equity ETF
0%
$0 
BAUG Innovator U.S. Equity Buffer ETF
0%
$0 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
0%
$0 
BDEC Innovator U.S. Equity Buffer ETF
0%
$0 
BAMD Brookstone Dividend Stock ETF
0%
$0 
BJAN Innovator U.S. Equity Buffer ETF - January
0%
$0 
BAMV Brookstone Value Stock ETF
0%
+$0.99 
BFEB Innovator U.S. Equity Buffer ETF
0%
$0 
BAMG Brookstone Growth Stock ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BAPR Innovator U.S. Equity Buffer ETF
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNDI Neos Enhanced Income Aggregate Bond ETF
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BSEP Innovator U.S. Equity Buffer ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BNOV FGCI Inc.
0%
$0 
BSTP Innovator Buffer Step-Up Strategy ETF
0%
-$1.15 
BNDX Vanguard Total International Bond ETF
0%
$0 
BMAR Innovator U.S. Equity Buffer ETF
0%
$0 
BMAY Innovator U.S. Equity Buffer Fund
0%
+$0.49 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
CSHI Neos Enhanced Income Cash Alternative ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
+$0.01 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
0%
+$0.08 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
0%
+$0.02 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
0%
+$1.44 
FLV American Century Focused Large Cap Value ETF
0%
+$2.11 
FTEC Fidelity MSCI Information Technology Index ETF
0%
-$0.01 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
+$0.03 
IEFA iShares Core MSCI EAFE ETF
0%
-$0.01 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.02 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
+$0.02 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
-$0.02 
IWX iShares Russell Top 200 Value ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
-$0.03 
IWR iShares Russell Mid-Cap ETF
0%
$0 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
JNK SPDR Bloomberg High Yield Bond ETF
0%
$0 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
0%
$0 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
0%
$0 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
0%
$0 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
0%
$0 
MFUL Mindful Conservative ETF
0%
$0 
NAPR Innovator Growth 100 Power Buffer Fund
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NOCT Innovator Growth-100 Power Buffer ETF
0%
+$0.84 
NJUL Innovator Growth 100 Power Buffer ETF
0%
-$1.23 
NJAN Innovator Growth 100 Power Buffer ETF - January
0%
$0 
PDEC Innovator U.S. Equity Power Buffer ETF - December
0%
$0 
PFEB Innovator U.S. Equity Power Buffer ETF - February
0%
$0 
PMAY Innovator U.S. Equity Power Buffer ETF - May
0%
$0 
PMAR Innovator U.S. Equity Power Buffer ETF
0%
$0 
PNOV Innovator U.S. Equity Power Buffer ETF – November
0%
$0 
PJUN Innovator U.S. Equity Power Buffer ETF - June
0%
$0 
PSEP Innovator U.S. Equity Power Buffer ETF
0%
$0 
QGRO American Century U.S. Quality Growth ETF
0%
$0 
QINT American Century Quality Diversified International ETF
0%
+$0.01 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.06 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SEPZ TrueShares Structured Outcome September ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
SMH VanEck Semiconductor ETF
0%
-$0.02 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
SPRX Spear Alpha ETF
0%
$0 
SVOL Simplify Volatility Premium ETF
0%
$0 
TUA Simplify Short Term Treasury Futures Strategy ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
+$0.01 
VCR Vanguard Consumer Discretionary ETF
0%
+$0.01 
VOO Vanguard S&P 500 ETF
0%
+$0.24 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
-$0.01 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.03 
VTV Vanguard Value ETF
0%
+$0.04 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLSR SPDR SSGA US Sector Rotation ETF
0%
-$1.06 
EVIM Eaton Vance Intermediate Municipal Income ETF
0%
$0 
ARCC Ares Capital Corporation
0%
$0 
EVG Eaton Vance Short Duration Diversified Income Fund
0%
$0 
AVMC Avantis U.S. Mid Cap Equity ETF
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
AVXC Avantis Emerging Markets Ex China ETF
0%
+$0.38 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
0%
$0 
DXYZ Destiny Tech100 Inc.
0%
$0 
GEV GE Vernova Inc.
0%
-$0.03 
IWMI Neos Russell 2000 High Income ETF
0%
$0 
ZAUG Innovator Equity Protector ETF - August Series
0%
$0 
GAEM Simplify Gamma Emerging Market Bond ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
0%
$0 
NNOV Innovator G-100 Power Buffer ETF - November
0%
$0 
ZDEK Innovator Equity Defined Protection ETF
0%
$0 
KDEC INN US Small Cap Beta ETF
0%
$0 
ZMAR Inovatr E D Prct ETF - 1 MAR
0%
$0 
SCEC Sterling Capital Enhanced Cash ETF
0%
$0 
ACII Innovator Index Autocallable Income ETF
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
0%
$0 
XRP Bitwise XRP ETF
0%
$0 
SCNM Sterling Capital National Municipal Bond ETF
0%
$0 
SCEP Sterling Capital Hedged Equity Premium Income ETF
0%
$0 
SCMC Sterling Capital Multi-Strategy Income ETF
0%
$0 
PAYM TrueShares S&P Autocallable Defensive Income ETF
0%
$0 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
0%
$0 ZJUN
ZJUN
0%
$0 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
0%
$0 QBER
QBER
-1.38%
-$13,106.65 
CTA Simplify Managed Futures Strategy ETF
-0.77%
-$23,188.2 
WMT Walmart Inc.
-0.25%
-$1,234.54 
BP BP p.l.c. Sponsored ADR
-0.23%
-$970.2 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
-0.08%
-$2,407.17 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$54.88 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.01%
-$188.47 
BJUL Innovator U.S. Equity Buffer ETF
-0.01%
-$152.24 
COST Costco Wholesale Corporation
0%
-$1.08 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
0%
-$20.95 
PAPR Innovator U.S. Equity Power Buffer ETF April
0%
-$7.32 
SNAV Mohr Sector Investment Fund
0%
-$1.36 
FOXY Simplify Currency Strategy ETF
0%
-$15.96 
KFEB Innovator U.S. Small Cap Power Buffer ETF
0%
-$1.84 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1738 | Longs Won 1283/1738 73% | Profit Factor 1.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $328,897.63 |
| Average Win $47,387.45 | Best Trade (Mar 30) $6.83M | Sharpe Ratio -5.82 |
| Average Loss -$87,827.98 | Worst Trade (Mar 31) -$5.56M | Z-Score 4.52 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $11,654.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.7% |
| Consecutive Losing Trades | 2,494 | 2,244 | 1,995 | 1,746 | 1,496 | 1,247 | 998 | 748 | 499 | 249 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,540 | $2.95M | $3.52M | - | $577,101.23 | 19.59% | +0.996% |
| ABBV AbbVie Inc. | 3,382 | $791,549.74 | $841,306.29 | - | $49,756.55 | 6.29% | 0.0 |
| ABT Abbott Laboratories | 4,309 | $442,406.02 | $477,911.19 | - | $35,505.17 | 8.03% | 0.0 |
| ACII Innovator Index Autocallable Income ETF | 12,130 | $308,709 | $311,862.3 | - | $3,153.3 | 1.02% | 0.0 |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 15,245 | $313,132 | $312,370.05 | - | -$761.95 | -0.24% | 0.0 |
| ADBE Adobe Inc. | 1,324 | $271,506 | $342,585 | - | $71,079 | 26.18% | 0.0 |
| ADI Analog Devices, Inc. | 854 | $339,193 | $328,303.22 | - | -$10,889.78 | -3.21% | 0.0 |
| AEP American Electric Power Company, Inc. | 2,556 | $335,014.86 | $318,605.4 | - | -$16,409.46 | -4.9% | 0.0 |
| AGGH Simplify Aggregate Bond ETF | 111,734 | $2.3M | $2.22M | - | -$84,146.75 | -3.65% | 0.0 |
| AIOO AllianzIM U.S. Equity Buffer100 Protection ETF | 11,438 | $291,959.26 | $302,878.24 | - | $10,918.98 | 3.74% | 0.0 |
| ALL Allstate Corporation | 2,147 | $461,288.38 | $549,288.48 | - | $88,000.1 | 19.08% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 1,818 | $369,835.44 | $877,966.72 | - | $508,131.28 | 137.39% | 0.0 |
| AMZN Amazon.com Inc | 5,641 | $1.18M | $1.51M | - | $325,145.31 | 27.49% | 0.0 |
| ARCC Ares Capital Corporation | 24,369 | $540,017 | $484,212.03 | - | -$55,804.97 | -10.33% | 0.0 |
| ATO Atmos Energy Corporation | 1,794 | $322,652.24 | $304,244.46 | - | -$18,407.78 | -5.71% | 0.0 |
| AVDE Avantis International Equity ETF | 4,064 | $362,542 | $382,178.56 | - | $19,636.56 | 5.42% | 0.0 |
| AVGO Broadcom Inc. | 2,445 | $849,711.09 | $1.02M | - | $167,531.16 | 19.72% | 0.0 |
| AVIG Avantis Core Fixed Income ETF | 18,245 | $756,279.85 | $743,483.75 | - | -$12,796.1 | -1.69% | 0.0 |
| AVLC Avantis U.S. Large Cap Equity ETF | 10,430 | $938,284 | $963,314.8 | - | $25,030.8 | 2.67% | 0.0 |
| AVLV Avantis U.S. Large Cap Value ETF | 4,879 | $444,972 | $462,675.57 | - | $17,703.57 | 3.98% | +0.498% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $3.21M, Costco Wholesale Corporation - $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 Incorporated - $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 $7.1M earned over time. The largest contributors to dividend income include Simplify Volatility Premium ETF - $458,989.28, NEOS S&P 500 High Income ETF - $412,008.71, Neos NASDAQ-100 High Income ETF - $364,647.42, VANGUARD FTSE DEVELOPED MARKETS ETF - $258,779.93, and Neos Enhanced Income Cash Alternative ETF - $247,852.37. 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.
