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:
36.1%
Gain -0.44%
Monthly
1.01%
Yearly
12.8%
Drawdown
15.79%
$163.61M
Equity
Holdings
$163.61M
Investment
$144.83M
$23.39M
Profit -$736,812.13
Realized
$4.61M
Unrealized
$18.78M
Dividends
$6.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$736,812.13
Win %
82%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$367,937.89
Win %
82%
This Month
Compared to last month
Gain
-0.84%
Profit
-$1.38M
Win %
82%
This Year
Compared to last year
Gain
7.86%
Profit
$11.94M
Win %
80%
MU Micron Technology, Inc.
+4.1%
+$38,999.59 
AMD Advanced Micro Devices, Inc.
+4.1%
+$52,826.28 
AVGO Broadcom Inc.
+3%
+$25,921.25 
PLTR Palantir Technologies Inc.
+2.82%
+$11,965.84 
SPRX Spear Alpha ETF
+2.8%
+$14,408.75 
XRP Bitwise XRP ETF
+2.56%
+$3,496.03 
GEV GE Vernova Inc.
+2.29%
+$29,269.9 
GOOG Alphabet Inc
+1.9%
+$7,822.33 
VRT Vertiv Holdings Co
+1.89%
+$36,057.58 
GOOGL Alphabet Inc
+1.77%
+$22,342.25 
VST Vistra Corp
+1.61%
+$7,860 
SMH VanEck Semiconductor ETF
+1.45%
+$9,454.36 
ALL Allstate Corporation
+1.42%
+$5,759.1 
AMZN Amazon.com Inc
+1.42%
+$18,861.5 
ABT Abbott Laboratories
+1.37%
+$6,304.37 
CVX Chevron Corporation
+1.33%
+$2,822.51 
COP ConocoPhillips
+1.25%
+$2,350.92 
KMI Kinder Morgan, Inc.
+1.22%
+$5,477.07 
XLK State Street Technology Select Sector SPDR ETF
+1.03%
+$3,220.73 
NVDA NVIDIA Corporation
+0.99%
+$39,552.98 
VGT Vanguard Information Technology ETF
+0.95%
+$2,643.84 
FTEC Fidelity MSCI Information Technology Index ETF
+0.9%
+$2,562.78 
XOM Exxon Mobil Corporation
+0.87%
+$4,939.41 
IEMG iShares Core MSCI Emerging Markets ETF
+0.86%
+$5,621.91 
ETN Eaton Corporation plc
+0.83%
+$3,501.22 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.83%
+$2,423.03 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$6,936.11 
QQQI Neos NASDAQ-100 High Income ETF
+0.78%
+$25,804.3 
CTA Simplify Managed Futures Strategy ETF
+0.7%
+$18,946.04 
IWY iShares Russell Top 200 Growth ETF
+0.68%
+$6,011.27 
T AT&T Inc.
+0.57%
+$2,157.87 
SVOL Simplify Volatility Premium ETF
+0.47%
+$6,453.75 
NNOV Innovator G-100 Power Buffer ETF - November
+0.45%
+$2,389.1 
CMCSA Comcast Corp
+0.44%
+$742.46 
SBAR Simplify Barrier Income ETF
+0.43%
+$8,850.91 
META Meta Platforms Inc Class A
+0.43%
+$3,403.27 
BAUG Innovator U.S. Equity Buffer ETF
+0.38%
+$5,407.69 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.37%
+$3,880.23 
BP BP p.l.c. Sponsored ADR
+0.36%
+$1,454.85 
SPEM SPDR Portfolio Emerging Markets ETF
+0.35%
+$1,418.37 
XLSR SPDR SSGA US Sector Rotation ETF
+0.34%
+$1,856.58 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.33%
+$3,671.78 
NOCT Innovator Growth-100 Power Buffer ETF
+0.31%
+$1,810.18 
BAMG Brookstone Growth Stock ETF
+0.3%
+$1,304.68 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
+0.29%
+$1,332.21 
NJUL Innovator Growth 100 Power Buffer ETF
+0.28%
+$2,495.72 
SPYI NEOS S&P 500 High Income ETF
+0.28%
+$10,581.29 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.26%
+$801.5 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.26%
+$3,098.04 
DECZ TrueShares Structured Outcome December ETF
+0.26%
+$692.89 
BSEP Innovator U.S. Equity Buffer ETF
+0.25%
+$4,076.15 
NAPR Innovator Growth 100 Power Buffer Fund
+0.25%
+$2,147.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.24%
+$3,635.11 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$5,489.52 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.24%
+$5,391.96 
IVV iShares Core S&P 500 ETF
+0.24%
+$1,197.94 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.23%
+$654.99 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.23%
+$2,886.27 
DFUS Dimensional U.S. Equity Market ETF
+0.23%
+$578.68 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.21%
+$1,936.01 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.21%
+$4,340.16 
SCEP Sterling Capital Hedged Equity Premium Income ETF
+0.2%
+$2,211.55 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.2%
+$6,137.92 
USB U.S. Bancorp
+0.2%
+$878.25 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.19%
+$2,415.06 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.18%
+$4,055.49 
BMAR Innovator U.S. Equity Buffer ETF
+0.17%
+$1,785.7 
GSEP FT Vest US Equity Moderate B Fund
+0.17%
+$3,583.3 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.17%
+$2,698.15 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
+0.16%
+$568.08 
BUFR FT Vestladder Buffer ETF-USD I
+0.15%
+$1,305.54 
BFEB Innovator U.S. Equity Buffer ETF
+0.14%
+$2,590.57 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+0.14%
+$1,892.21 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.14%
+$1,904.89 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$473.02 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.13%
+$605.55 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.13%
+$683.76 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.12%
+$2,511.68 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.12%
+$2,314.82 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.12%
+$851.51 
SEPZ TrueShares Structured Outcome September ETF
+0.11%
+$724.45 
OCTZ Trueshares Structured Outcome ETF October
+0.11%
+$474.15 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.11%
+$1,685.3 
AUGZ TrueShares Structured Outcome August ETF
+0.11%
+$360.01 
BMAY Innovator U.S. Equity Buffer Fund
+0.11%
+$262.07 
BAPR Innovator U.S. Equity Buffer ETF
+0.1%
+$888.41 
BDEC Innovator U.S. Equity Buffer ETF
+0.1%
+$1,424.5 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.1%
+$1,255.21 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.09%
+$1,569.04 
BNOV FGCI Inc.
+0.08%
+$799.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.08%
+$423.32 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.07%
+$1,116.2 
BJUN Innovator U.S. Equity Buffer ETF - June
+0.07%
+$299.07 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.07%
+$873.5 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.06%
+$233.14 
ZAUG Innovator Equity Protector ETF - August Series
+0.05%
+$199.16 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.05%
+$584.52 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.04%
+$448.16 
BSTP Innovator Buffer Step-Up Strategy ETF
+0.04%
+$90.64 
BJUL Innovator U.S. Equity Buffer ETF
+0.04%
+$737.5 
JANZ TrueShares Structured Outcome January Fund
+0.04%
+$175.03 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.03%
+$1,590.3 
IWMI Neos Russell 2000 High Income ETF
+0.02%
+$205.66 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$114.93 
KAPR Innovator U.S. Small Cap Power Buffer ETF
+0.01%
+$87.09 
IXUS iShares Core International Stock ETF
+0.01%
+$18.27 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
0%
$0 
APOC
0%
$0 
CNAV
0%
$0 
NDEC
0%
$0 
NFEB
0%
$0 
NMAR
0%
$0 
ONEZ
0%
$0 
QBER
0%
$0 
ZAPR
0%
$0 
ZNOV
0%
$0 
ZOCT
0%
$0 
ZSEP
0%
$0 
AAPL Apple Inc.
-2.48%
-$91,871.32 
ORCL Oracle Corporation
-2.23%
-$7,421.3 
NFLX Netflix, Inc.
-2.23%
-$4,585.05 
MRK Merck & Co., Inc.
-1.9%
-$5,074.74 
GWW W.W. Grainger, Inc.
-1.8%
-$12,615.27 
TSLA Tesla, Inc.
-1.79%
-$18,128.8 
JNJ Johnson & Johnson
-1.42%
-$11,918.83 
DTE DTE Energy Company
-1.41%
-$26,141.41 
CAT Caterpillar Inc.
-1.38%
-$18,059.6 
F Ford Motor Company
-1.09%
-$5,592.86 
SNA Snap-on Inc.
-1.09%
-$4,031.94 
AEP American Electric Power Company, Inc.
-1.06%
-$3,718.28 
NEE NextEra Energy, Inc.
-1.05%
-$3,529.62 
FOXY Simplify Currency Strategy ETF
-1.02%
-$21,126.6 
ARCC Ares Capital Corporation
-0.99%
-$4,630.11 
BAC Bank of America Corporation
-0.94%
-$2,537.47 
COST Costco Wholesale Corporation
-0.68%
-$1,562.1 
DTM Dt Midstream Inc.
-0.63%
-$5,493.32 
VPU Vanguard Utilities ETF
-0.62%
-$2,111.67 
ATO Atmos Energy Corporation
-0.6%
-$1,159.64 
PAYM TrueShares S&P Autocallable Defensive Income ETF
-0.59%
-$1,757.55 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.51%
-$6,026.41 
JPM JPMorgan Chase & Co.
-0.49%
-$5,653.2 
VCR Vanguard Consumer Discretionary ETF
-0.44%
-$1,654.28 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.42%
-$1,141.63 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$1,955.25 
AGGH Simplify Aggregate Bond ETF
-0.39%
-$7,653.2 
ABBV AbbVie Inc.
-0.39%
-$2,530.47 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.38%
-$876.52 
EFG iShares MSCI EAFE Growth ETF
-0.37%
-$1,496.09 
AVIG Avantis Core Fixed Income ETF
-0.33%
-$812.16 
IEFA iShares Core MSCI EAFE ETF
-0.33%
-$1,252.44 
SCEC Sterling Capital Enhanced Cash ETF
-0.3%
-$4,866 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.29%
-$1,271.7 
SEPT AllianzIM U.S. Large Cap Buffer10 Sep ETF
-0.29%
-$2,822.49 
IWS iShares Russell Mid-Cap Value ETF
-0.27%
-$864.9 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.27%
-$631.37 
XEL Xcel Energy Inc.
-0.25%
-$670.8 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.24%
-$785.4 
FLJJ AllianzIM U.S. Equity 6 Month Floor5 January/July ETF
-0.24%
-$762.24 
VZ Verizon Communications Inc.
-0.23%
-$692.29 
HYD VanEck High Yield Muni ETF
-0.23%
-$593.05 
SNAV Mohr Sector Investment Fund
-0.22%
-$576.98 
BNDX Vanguard Total International Bond ETF
-0.21%
-$1,379.45 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.2%
-$1,411.7 
CSCO Cisco Systems, Inc.
-0.2%
-$1,378.52 
KO The Coca-Cola Company
-0.2%
-$632.32 
BUCK Simplify Treasury Option Income ETF
-0.19%
-$5,400.49 
PHYS Sprott Physical Gold Trust
-0.18%
-$656.04 
BAMD Brookstone Dividend Stock ETF
-0.18%
-$630.63 
KFEB Innovator U.S. Small Cap Power Buffer ETF
-0.17%
-$532.76 
GLD SPDR Gold Shares
-0.16%
-$634.2 
QUAL iShares MSCI USA Quality Factor ETF
-0.16%
-$366.06 
IWX iShares Russell Top 200 Value ETF
-0.15%
-$872.8 
MIY BlackRock MuniYield Michigan Quality Fund, Inc.
-0.14%
-$3,934.56 
EVG Eaton Vance Short Duration Diversified Income Fund
-0.14%
-$437.65 
SCMC Sterling Capital Multi-Strategy Income ETF
-0.14%
-$1,108.24 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.14%
-$387.25 
MFUL Mindful Conservative ETF
-0.13%
-$286.53 
SCHV Schwab U.S. Large-Cap Value ETF
-0.1%
-$236.84 
SCNM Sterling Capital National Municipal Bond ETF
-0.1%
-$256.07 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.1%
-$251.57 
BNDI Neos Enhanced Income Aggregate Bond ETF
-0.1%
-$358.45 
ZDEK Innovator Equity Defined Protection ETF
-0.09%
-$428.9 
EVIM Eaton Vance Intermediate Municipal Income ETF
-0.09%
-$492.25 
BAMV Brookstone Value Stock ETF
-0.08%
-$316.05 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.06%
-$568.65 
ZMAR Inovatr E D Prct ETF - 1 MAR
-0.06%
-$121.28 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.05%
-$106.78 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.04%
-$127.92 
KDEC INN US Small Cap Beta ETF
-0.04%
-$161.24 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.03%
-$127.86 
GAEM Simplify Gamma Emerging Market Bond ETF
-0.03%
-$205.78 
VTWO Vanguard Russell 2000 ETF
-0.03%
-$75.78 Events
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Dividends
Dividend Analysis
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| Trades 1480 | Longs Won 1060/1480 71% | Profit Factor 2.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $218,161.91 |
| Average Win $41,198.61 | Best Trade (Mar 31) $2.52M | Sharpe Ratio -11.43 |
| Average Loss -$48,428.5 | Worst Trade (Mar 31) -$5.56M | Z-Score -2.25 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w | Expectancy $15,805.84 |
| 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 | 3,378 | 3,041 | 2,703 | 2,365 | 2,027 | 1,689 | 1,351 | 1,014 | 676 | 338 |
Hover over the desired column for a detailed explanation.
Returns
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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: Vanguard S&P 500 ETF - $3.19M, Costco Wholesale Corporation - $2.56M, Exxon Mobil Corporation - $1.11M, Microsoft Corp - $1.07M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.01M. 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 - $5.36M, Tesla, Inc - $2.84M, Alphabet Inc - $2.02M, Broadcom Inc - $1.76M, and Oracle Corporation - $979,864.5. 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 $6.37M earned over time. The largest contributors to dividend income include NEOS S&P 500 High Income ETF - $374,223.42, Simplify Volatility Premium ETF - $348,782.1, Neos NASDAQ-100 High Income ETF - $324,175.8, VANGUARD FTSE DEVELOPED MARKETS ETF - $258,779.93, and Neos Enhanced Income Cash Alternative ETF - $246,855.17. 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.
