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.

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.

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:

19.59%

Gain 0%

Monthly

0.56%

Yearly

6.91%

Drawdown

11.77%

$385.27M

Equity

Holdings

$385.27M

Investment

$309.91M

$82.55M

Profit -$2,776.32

Realized

$6.96M

Unrealized

$75.59M

Dividends

$17.29M

Goals

Avg. 97% completed goals

Yearly

Gain > 5%

2026

94%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.003%

Profit

-$2,776.32

Win %

85%

This Week

Compared To Last Week

Gain

-0.001%

Profit

-$2,776.32

Win %

85%

This Month

Compared to last month

Gain

-0.24%

Profit

-$932,726.24

Win %

85%

This Year

Compared to last year

Gain

4.72%

Profit

$18.56M

Win %

86%

Gainers
Losers

UNP Union Pacific Corporation

+1.65%

+$8,680.9

NSC Norfolk Southern Corporation

+1.09%

+$4,816.5

DFAS Dimensional U.S. Small Cap ETF

+1.02%

+$130,850.64

NUSC Nuveen ESG Small-Cap ETF

+1.01%

+$16,611.84

SCHH Schwab U.S. REIT ETF

+1%

+$195,775.44

DFAT Dimensional US Targeted Value ETF

+0.96%

+$101,463.78

VTV Vanguard Value ETF

+0.94%

+$40,509.42

VNQ Vanguard Real Estate ETF

+0.92%

+$21,657.6

VBR VANGUARD SMALL-CAP VALUE ETF

+0.87%

+$18,498.68

SCHE Schwab Emerging Markets Equity ETF

+0.84%

+$33,434.4

DFLV Dimensional US Large Cap Value ETF

+0.83%

+$2,071.08

TPSC Timothy Plan US Small Cap Core ETF

+0.78%

+$2,899.28

PTL Inspire 500 ETF

+0.77%

+$11,570.49

VWO Vanguard FTSE Emerging Markets ETF

+0.76%

+$4,287.17

HD The Home Depot, Inc.

+0.73%

+$1,508.92

VB Vanguard Small-Cap ETF

+0.7%

+$14,150.07

DFAC Dimensional U.S. Core Equity 2 ETF

+0.66%

+$26,272.98

AVUS Avantis U.S. Equity ETF

+0.65%

+$4,075.4

ITOT iShares Core S&P Total U.S. Stock Market ETF

+0.59%

+$3,776.25

NUEM Nuveen ESG Emerging Markets Equity Fund

+0.58%

+$12,498.24

VGT Vanguard Information Technology ETF

+0.58%

+$1,967.12

DFAU Dimensional US Core Equity Market ETF

+0.57%

+$472,880.25

VTI VANGUARD TOTAL STOCK MKT ETF

+0.56%

+$5,770.06

VOO Vanguard S&P 500 ETF

+0.55%

+$2,358.5

VIG Vanguard Dividend Appreciation ETF

+0.53%

+$1,736.25

ESGU iShares ESG Aware MSCI USA ETF

+0.48%

+$15,863.64

DFAE Dimensional Emerging Core Equity Market ETF

+0.48%

+$125,910.34

VV Vanguard Large-Cap Index Fund ETF Shares

+0.47%

+$33,929.6

GOOG Alphabet Inc

+0.45%

+$1,816

DFAI Dimensional International Core Equity Market ETF

+0.43%

+$255,744.72

DFIC Dimensional International Core Equity Market ETF

+0.42%

+$2,338.91

VEU Vanguard FTSE All-World ex-US ETF

+0.4%

+$4,890.93

CEFA Global X S&P Catholic Values Developed Markets ETF

+0.35%

+$3,201.45

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.34%

+$4,825.68

SCHF Schwab International Equity ETF

+0.29%

+$11,711.44

ESGD iShares ESG Aware MSCI EAFE ETF

+0.25%

+$6,150.56

NVDA NVIDIA Corporation

+0.16%

+$1,546.24

MSFT Microsoft Corp.

+0.1%

+$351.59

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.03%

+$1,332.78

TFLO iShares Treasury Floating Rate Bond ETF

+0.02%

+$1,210.28

AAPL Apple Inc.

-1.52%

-$30,186

IBD Inspire Corporate Bond ETF

-0.42%

-$2,082.6

CRM Salesforce Inc

-0.34%

-$862.4

SCHZ Schwab U.S. Aggregate Bond ETF

-0.13%

-$59,994.03

BND Vanguard Total Bond Market Index Fund

-0.12%

-$2,368.62

VGIT Vanguard Intermediate-Term Treasury Fund

-0.12%

-$1,524.39

DFCF Dimensional Core Fixed Income ETF

-0.1%

-$25,338.6

VTEB Vanguard Tax-Exempt Bond ETF

-0.08%

-$224.56

VCIT Vanguard Intermediate-Term Corporate Bond Fund

-0.07%

-$21,506.82

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF

-0.06%

-$193.97

Events

Dividends

Dividend Analysis

No Data

Trades 499	Longs Won 419/499 83%	Profit Factor 76.53
Profitability	Shorts Won 0/0 0%	Standard Deviation $582,054.41
Average Win $199,619.49	Best Trade (Jun 14) $8.1M	Sharpe Ratio -7.73
Average Loss -$13,660.64	Worst Trade (Jun 14) -$287,180.76	Z-Score 23.7 (100%)
Commissions $0	Avg. Trade Length 1y 5m 2d	Expectancy $165,426.28

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	28,571	25,714	22,857	20,000	17,143	14,286	11,429	8,571	5,714	2,857