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:
67.8%
Gain +0.05%
Monthly
1.18%
Yearly
15.12%
Drawdown
16.45%
$410.12M
Equity
Holdings
$410.12M
Investment
$338.68M
$78.86M
Profit +$85,498.85
Realized
$7.42M
Unrealized
$71.44M
Dividends
$21.49M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$85,498.85
Win %
76%
This Week
Compared To Last Week
Gain
0.36%
Profit
$1.45M
Win %
76%
This Month
Compared to last month
Gain
0.06%
Profit
$234,146.5
Win %
76%
This Year
Compared to last year
Gain
-0.92%
Profit
-$3.82M
Win %
77%
NVDA NVIDIA Corporation
+2.7%
+$60,114.23 
GOOG Alphabet Inc
+1.98%
+$9,149.92 
GOOGL Alphabet Inc
+1.81%
+$3,612.28 
VGT Vanguard Information Technology ETF
+1.64%
+$6,102.72 
NSC Norfolk Southern Corporation
+1.45%
+$6,444.78 
DFAE Dimensional Emerging Core Equity Market ETF
+1.41%
+$372,703.59 
UNP Union Pacific Corporation
+1.38%
+$7,400.49 
NUEM Nuveen ESG Emerging Markets Equity Fund
+1.38%
+$31,578.7 
SCHF Schwab International Equity ETF
+1.32%
+$49,861.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.3%
+$18,297.26 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.22%
+$36,245.11 
TPSC Timothy Plan US Small Cap Core ETF
+1.2%
+$5,025.24 
VEU Vanguard FTSE All-World ex-US ETF
+1.19%
+$14,598.68 
NUSC Nuveen ESG Small-Cap ETF
+1.19%
+$24,091.46 
CEFA Global X S&P Catholic Values Developed Markets ETF
+1.18%
+$10,951.94 
AAPL Apple Inc.
+1.17%
+$51,695.47 
DFAS Dimensional U.S. Small Cap ETF
+1.15%
+$156,267 
VB Vanguard Small-Cap ETF
+1.11%
+$20,894.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.09%
+$11,512.14 
VNQ Vanguard Real Estate ETF
+1.06%
+$23,770.53 
DFAI Dimensional International Core Equity Market ETF
+1.06%
+$660,154.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.04%
+$5,285.15 
DFIC Dimensional International Core Equity Market ETF
+1.02%
+$5,554.84 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.01%
+$73,198.12 
SCHH Schwab U.S. REIT ETF
+1.01%
+$194,302.24 
VOO Vanguard S&P 500 ETF
+0.99%
+$4,406.36 
DFAU Dimensional US Core Equity Market ETF
+0.97%
+$878,370.45 
DFAT Dimensional US Targeted Value ETF
+0.97%
+$108,004 
PTL Inspire 500 ETF
+0.97%
+$14,878.12 
ESGU iShares ESG Aware MSCI USA ETF
+0.96%
+$40,371.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.92%
+$18,346.06 
VWO Vanguard FTSE Emerging Markets ETF
+0.86%
+$4,911.31 
AVUS Avantis U.S. Equity ETF
+0.84%
+$4,749.05 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.84%
+$33,038.62 
SCHE Schwab Emerging Markets Equity ETF
+0.81%
+$31,026.62 
MSFT Microsoft Corp.
+0.78%
+$3,729.3 
VIG Vanguard Dividend Appreciation ETF
+0.69%
+$1,764.18 
IBD Inspire Corporate Bond ETF
+0.65%
+$3,540.75 
HD The Home Depot, Inc.
+0.64%
+$1,079.26 
VTEB Vanguard Tax-Exempt Bond ETF
+0.61%
+$1,628.06 
DFNM Dimensional National Municipal Bond ETF
+0.53%
+$5,536.76 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.43%
+$1,219.68 
DFCF Dimensional Core Fixed Income ETF
+0.34%
+$89,516.21 
DFLV Dimensional US Large Cap Value ETF
+0.34%
+$847.26 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$742.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.28%
+$86,098.32 
VTV Vanguard Value ETF
+0.23%
+$10,066.89 
AGG iShares Core U.S. Aggregate Bond ETF
+0.22%
+$956.55 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$4,292.36 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.18%
+$89,971.6 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.15%
+$2,085.3 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.1%
+$1,752.12 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$700.76 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$1,012.05 
CRM Salesforce Inc
-0.33%
-$1,212.04 Events
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Dividends
Dividend Analysis
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| Trades 548 | Longs Won 439/548 80% | Profit Factor 12.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $596,441.23 |
| Average Win $195,122.06 | Best Trade (Aug 10) $8.84M | Sharpe Ratio -9.88 |
| Average Loss -$62,376.49 | Worst Trade (Oct 07) -$1.02M | Z-Score 14.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 6d | Expectancy $143,904.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,348 | $3.63M | $4.46M | - | $831,405.81 | 22.91% | +1.172% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,555 | $450,854 | $431,039.65 | - | -$19,814.35 | -4.39% | +0.222% |
| AVUS Avantis U.S. Equity ETF | 4,377 | $486,635.21 | $568,112.71 | - | $81,477.5 | 16.74% | +0.843% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 35,214 | $3.23M | $3.22M | - | -$9,264.03 | -0.29% | +0.022% |
| BND Vanguard Total Bond Market Index Fund | 28,615 | $2.09M | $2.01M | - | -$83,757.63 | -4% | +0.214% |
| BRK-B Berkshire Hathaway Inc. | 464 | $232,181 | $232,974.4 | - | $793.4 | 0.34% | +0.32% |
| CEFA Global X S&P Catholic Values Developed Markets ETF | 23,302 | $809,757.19 | $939,653.15 | - | $129,895.96 | 16.04% | +1.179% |
| CRM Salesforce Inc | 1,544 | $399,556.3 | $364,237.32 | - | -$35,318.98 | -8.84% | -0.332% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 88,103 | $2.8M | $3.97M | - | $1.17M | 41.88% | +0.84% |
| DFAE Dimensional Emerging Core Equity Market ETF | 671,538 | $17.23M | $26.79M | - | $9.56M | 55.47% | +1.411% |
| DFAI Dimensional International Core Equity Market ETF | 1.52M | $46.88M | $62.97M | - | $16.1M | 34.34% | +1.059% |
| DFAS Dimensional U.S. Small Cap ETF | 174,600 | $10.8M | $13.77M | - | $2.97M | 27.46% | +1.148% |
| DFAT Dimensional US Targeted Value ETF | 166,160 | $8.95M | $11.26M | - | $2.31M | 25.85% | +0.968% |
| DFAU Dimensional US Core Equity Market ETF | 1.72M | $63.17M | $91.32M | - | $28.15M | 44.56% | +0.971% |
| DFCF Dimensional Core Fixed Income ETF | 663,083 | $28.09M | $26.74M | - | -$1.35M | -4.8% | +0.336% |
| DFIC Dimensional International Core Equity Market ETF | 14,618 | $405,942 | $550,513.88 | - | $144,571.88 | 35.61% | +1.019% |
| DFLV Dimensional US Large Cap Value ETF | 6,276 | $206,480 | $253,895.58 | - | $47,415.58 | 22.96% | +0.335% |
| DFNM Dimensional National Municipal Bond ETF | 22,599 | $1.09M | $1.05M | - | -$41,813.49 | -3.83% | +0.53% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 38,936 | $1.86M | $1.81M | - | -$44,593.72 | -2.4% | +0.097% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 29,230 | $2.33M | $3.02M | - | $693,965.77 | 29.85% | +1.215% |
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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 - $4.56M, Dimensional International Core Equity Market ETF - $3.08M, Vanguard Intermediate-Term Corporate Bond Fund - $2.79M, Dimensional US Core Equity Market ETF - $1.73M, and Vanguard Large-Cap Index Fund ETF Shares - $1.64M. 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 $21.49M earned over time. The largest contributors to dividend income include Schwab U.S. Aggregate Bond ETF - $4.13M, Dimensional International Core Equity Market ETF - $3.08M, Vanguard Intermediate-Term Corporate Bond Fund - $2.76M, Dimensional US Core Equity Market ETF - $1.73M, and Dimensional Core Fixed Income ETF - $1.42M. 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.
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