Nicole Renaux Portfolio
Invests via Pioneer Wealth Management Group | Managed by Pioneer Wealth Management Group (investment adviser), Milad Taghehchian, Nicole Renaux, Chris Cyndecki, Ian Tennant, Daphne Jordan
Invests via Pioneer Wealth Management Group
Managed by Pioneer Wealth Management Group (investment adviser), Milad Taghehchian, Nicole Renaux, Chris Cyndecki, Ian Tennant, Daphne Jordan
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Nicole Renaux Profile
With a distinguished career in digital marketing and entrepreneurship, Nicole Renaux has established herself as a key player in the evolving landscape of online business. Drawing from extensive experience in driving growth for startups, she focuses on leveraging innovative strategies to enhance brand visibility and engagement. Recognized for her expertise in content creation and social media dynamics, she bridges technology with market trends to generate impactful results. Her leadership not only cultivates emerging talent but also inspires companies to adopt cutting-edge practices that align with consumer behavior shifts. Nicole's role is integral as businesses navigate the complexities of modern-day marketing.
With a distinguished career in digital marketing and entrepreneurship, Nicole Renaux has established herself as a key player in the evolving landscape of online business. Drawing from extensive experience in driving growth for startups, she focuses on leveraging innovative strategies to enhance brand visibility and engagement. Recognized for her expertise in content creation and social media dynamics, she bridges technology with market trends to generate impactful results. Her leadership not only cultivates emerging talent but also inspires companies to adopt cutting-edge practices that align with consumer behavior shifts. Nicole's role is integral as businesses navigate the complexities of modern-day marketing.
Investment Philosophy & Strategy
Transformative strategies underpin the approach taken by Nicole Renaux in her investment pursuits. Her background as an entrepreneur empowers her to identify high-potential opportunities within emerging markets, focusing on scalable solutions that resonate with contemporary consumer needs. Through a lens of innovation, she emphasizes data-driven decision-making and adaptability, aligning capital allocation with evolving industry trends. With a sharp eye for digital disruption and brand development, investing efforts often revolve around businesses poised to capitalize on technological advancements and shifting market dynamics.
Transformative strategies underpin the approach taken by Nicole Renaux in her investment pursuits. Her background as an entrepreneur empowers her to identify high-potential opportunities within emerging markets, focusing on scalable solutions that resonate with contemporary consumer needs. Through a lens of innovation, she emphasizes data-driven decision-making and adaptability, aligning capital allocation with evolving industry trends. With a sharp eye for digital disruption and brand development, investing efforts often revolve around businesses poised to capitalize on technological advancements and shifting market dynamics.
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:
68.13%
Gain +5.05%
Monthly
1.35%
Yearly
17.49%
Drawdown
16.45%
$420.75M
Equity
Holdings
$420.75M
Investment
$338.68M
$89.49M
Profit +$9.53M
Realized
$7.42M
Unrealized
$82.07M
Dividends
$19.66M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
5.05%
Profit
$9.53M
Win %
81%
This Week
Compared To Last Week
Gain
2.04%
Profit
$8.41M
Win %
81%
This Month
Compared to last month
Gain
2.04%
Profit
$8.41M
Win %
81%
This Year
Compared to last year
Gain
1.65%
Profit
$6.81M
Win %
81%
GOOG Alphabet Inc
+6.88%
+$31,652.66 
GOOGL Alphabet Inc
+6.73%
+$13,234.83 
MSFT Microsoft Corp.
+3.02%
+$12,666.59 
NVDA NVIDIA Corporation
+2.93%
+$55,095.86 
CRM Salesforce Inc
+1.83%
+$5,110.63 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,392.8 
UNP Union Pacific Corporation
+0.92%
+$5,241.23 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$32,604.14 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,081.27 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$29,016.55 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$47,707.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,932.83 
AVUS Avantis U.S. Equity ETF
+0.57%
+$3,151.44 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$482,242.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,433.94 
NSC Norfolk Southern Corporation
+0.46%
+$2,214.98 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$114,161.46 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$863.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$14,096.48 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$815.88 
TPSC Timothy Plan US Small Cap Core ETF
+0.11%
+$493.22 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$2,076.85 
PTL Inspire 500 ETF
+0.07%
+$1,124.89 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.05%
+$1,023.41 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,056.42 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$327,292.96 
CEFA Global X S&P Catholic Values Developed Markets ETF
-0.72%
-$6,804.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$9,398.51 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$409,755.04 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$18,707.2 
SCHF Schwab International Equity ETF
-0.58%
-$22,136 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$3,215.96 
VNQ Vanguard Real Estate ETF
-0.54%
-$13,583.16 
SCHH Schwab U.S. REIT ETF
-0.49%
-$105,983.04 
HD The Home Depot, Inc.
-0.42%
-$824.28 
VGT Vanguard Information Technology ETF
-0.38%
-$1,261.62 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$969.21 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$157,450.3 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$79,569.96 
VTV Vanguard Value ETF
-0.27%
-$11,645.81 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$5,436.85 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,138.75 
VB Vanguard Small-Cap ETF
-0.22%
-$4,322.87 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,667.77 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$4,124.64 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$24,444.17 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,453.3 
IBD Inspire Corporate Bond ETF
-0.17%
-$944.2 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$18,277.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$443.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$46,962.72 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$280.7 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$1,168.08 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$451.98 Events
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Dividends
Dividend Analysis
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| Trades 548 | Longs Won 455/548 83% | Profit Factor 39.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $607,813.27 |
| Average Win $201,788.79 | Best Trade (Aug 10) $8.84M | Sharpe Ratio -9.88 |
| Average Loss -$25,006.01 | Worst Trade (Aug 02) -$441,540.94 | Z-Score 22.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 3d | Expectancy $163,299.89 |
| 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 | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
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Returns
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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 Nicole Renaux?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Aggregate Bond ETF - $4.2M, Dimensional International Core Equity Market ETF - $2.8M, Vanguard Intermediate-Term Corporate Bond Fund - $2.53M, Vanguard Large-Cap Index Fund ETF Shares - $1.62M, and Dimensional US Core Equity Market ETF - $1.52M. 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: Oracle Corporation - $73,298.86, Chemours Co - $53,627.1, Berkshire Hathaway Inc - $36,905.73, Dimensional US High Profitability ETF - $10,932.53, and SPDR Portfolio Intermediate Term Treasury ETF - $2,092.89. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicole Renaux's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.66M earned over time. The largest contributors to dividend income include Schwab U.S. Aggregate Bond ETF - $3.77M, Dimensional International Core Equity Market ETF - $2.8M, Vanguard Intermediate-Term Corporate Bond Fund - $2.49M, Dimensional US Core Equity Market ETF - $1.52M, and Dimensional Core Fixed Income ETF - $1.31M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicole Renaux's monthly returns?
Nicole Renaux's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Nicole Renaux's strategy be considered aggressive or moderate?
Nicole Renaux'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 Nicole Renaux's strategy?
Nicole Renaux'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.
