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SueAnn Niehaus Portfolio
Invests via West Bancorporation Inc | Managed by SueAnn Niehaus
Invests via West Bancorporation Inc
Managed by SueAnn Niehaus
Automatically Tracked
SueAnn Niehaus Profile
SueAnn Niehaus is a seasoned operating executive renowned for her adept leadership in corporate development and strategic partnerships. With extensive experience navigating complex market dynamics, she has consistently driven revenue growth and operational efficiencies across diverse sectors. Her background includes significant roles in both established enterprises and emerging startups, demonstrating her versatility as a leader. This depth of experience equips her with valuable insights into the intricacies of business operations, making her a vital contributor to discussions on sustainable growth and innovation. Additionally, SueAnn's commitment to fostering collaboration positions her as an influential figure within the industry.
SueAnn Niehaus is a seasoned operating executive renowned for her adept leadership in corporate development and strategic partnerships. With extensive experience navigating complex market dynamics, she has consistently driven revenue growth and operational efficiencies across diverse sectors. Her background includes significant roles in both established enterprises and emerging startups, demonstrating her versatility as a leader. This depth of experience equips her with valuable insights into the intricacies of business operations, making her a vital contributor to discussions on sustainable growth and innovation. Additionally, SueAnn's commitment to fostering collaboration positions her as an influential figure within the industry.
Investment Philosophy & Strategy
In today’s evolving landscape, SueAnn Niehaus leverages her extensive background to uncover unique investment opportunities that foster long-term value creation. With a track record of enhancing operational performance and forging strategic alliances, she emphasizes the importance of innovation and sustainable practices. Her experience with both established companies and startups enables her to identify transformative prospects within various sectors. By applying a discerning approach to capital allocation, she aims to position investments where competitive advantages can be cultivated effectively.
In today’s evolving landscape, SueAnn Niehaus leverages her extensive background to uncover unique investment opportunities that foster long-term value creation. With a track record of enhancing operational performance and forging strategic alliances, she emphasizes the importance of innovation and sustainable practices. Her experience with both established companies and startups enables her to identify transformative prospects within various sectors. By applying a discerning approach to capital allocation, she aims to position investments where competitive advantages can be cultivated effectively.
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:
91.16%
Gain +0.88%
Monthly
0.93%
Yearly
11.7%
Drawdown
22.55%
$237.01M
Equity
Holdings
$237.01M
Investment
$167.19M
$86.56M
Profit +$1.25M
Realized
$16.75M
Unrealized
$69.81M
Dividends
$17.56M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.88%
Profit
$1.25M
Win %
89%
This Week
Compared To Last Week
Gain
0.84%
Profit
$1.98M
Win %
89%
This Month
Compared to last month
Gain
0.96%
Profit
$2.25M
Win %
89%
This Year
Compared to last year
Gain
3.21%
Profit
$7.38M
Win %
86%
FLEX Flex Ltd.
+3.77%
+$6,181.92 
AMZN Amazon.com Inc
+3.26%
+$40,637.59 
CSCO Cisco Systems, Inc.
+3.18%
+$30,605.25 
V Visa Inc. Class A
+3.03%
+$9,969.68 
MA Mastercard Incorporated
+2.78%
+$6,390 
P Everpure Inc.
+2.57%
+$16,637.13 
MSFT Microsoft Corp.
+2.44%
+$111,137.4 
WFC Wells Fargo & Company
+2.29%
+$17,963.41 
APH Amphenol Corporation
+2.02%
+$13,333.44 
UBER Uber Technologies, Inc.
+1.79%
+$3,700.62 
JNJ Johnson & Johnson
+1.73%
+$10,638.22 
GLD SPDR Gold Shares
+1.61%
+$5,697.4 
IAU iShares Gold Trust
+1.56%
+$4,812.61 
VOT Vanguard Mid-Cap Growth ETF
+1.55%
+$10,685.98 
PFE Pfizer Inc.
+1.53%
+$7,639.37 
ADX Adams Diversified Equity Fund, Inc.
+1.49%
+$19,053.65 
ABBV AbbVie Inc.
+1.43%
+$19,265.95 
VBK Vanguard Small-Cap Growth ETF
+1.34%
+$5,529.77 
ABT Abbott Laboratories
+1.21%
+$5,608.47 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.21%
+$2,867.6 
VCR Vanguard Consumer Discretionary ETF
+1.16%
+$2,958 
GOOGL Alphabet Inc
+1.05%
+$7,017.02 
RPG Invesco S&P 500 Pure Growth ETF
+1.05%
+$10,641.68 
GOOG Alphabet Inc
+1%
+$19,448.25 
VO Vanguard Mid-Cap ETF
+0.93%
+$116,999.25 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$116,107.58 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.87%
+$1,759.5 
VIG Vanguard Dividend Appreciation ETF
+0.76%
+$7,446.6 
VEU Vanguard FTSE All-World ex-US ETF
+0.75%
+$22,913.96 
VB Vanguard Small-Cap ETF
+0.75%
+$53,097.12 
VUG Vanguard Growth ETF
+0.75%
+$88,417.06 
BRK-B Berkshire Hathaway Inc.
+0.74%
+$6,473.37 
IWS iShares Russell Mid-Cap Value ETF
+0.7%
+$1,476.09 
ACWI iShares MSCI ACWI ETF
+0.69%
+$19,459.59 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.68%
+$43,779.8 
IWD iShares Russell 1000 Value ETF
+0.68%
+$120,268.99 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.65%
+$4,964.3 
IWF iShares Russell 1000 Growth ETF
+0.65%
+$122,089.68 
NUSC Nuveen ESG Small-Cap ETF
+0.65%
+$2,715.2 
EFA iShares MSCI EAFE ETF
+0.65%
+$2,865.49 
SNPE Xtrackers S&P 500 ESG ETF
+0.64%
+$1,835.92 
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$9,101.2 
CASY Casey's General Stores Inc.
+0.64%
+$1,109.75 
FAST Fastenal Co.
+0.62%
+$3,120.39 
VOO Vanguard S&P 500 ETF
+0.62%
+$77,033.36 
IVV iShares Core S&P 500 ETF
+0.62%
+$61,364.69 
WMT Walmart Inc.
+0.61%
+$5,361.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.6%
+$6,300.16 
SPY SPDR S&P 500 ETF Trust
+0.6%
+$59,133.67 
IWM iShares Russell 2000 ETF
+0.58%
+$16,034.66 
LLY Eli Lilly and Company
+0.56%
+$3,947.15 
XLI Industrial Select Sector SPDR Fund
+0.56%
+$1,181.59 
VYMI Vanguard International High Dividend Yield Index Fund
+0.55%
+$80,473.07 
HON Honeywell International Inc.
+0.54%
+$1,694.56 
AEP American Electric Power Company, Inc.
+0.53%
+$1,261.65 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.53%
+$2,830.62 
VOE Vanguard Mid-Cap Value ETF
+0.5%
+$2,000.95 
JPM JPMorgan Chase & Co.
+0.49%
+$10,115.22 
CHE Chemed Corporation
+0.47%
+$1,508 
VTV Vanguard Value ETF
+0.46%
+$22,097.28 
PG Procter & Gamble Co
+0.46%
+$1,400.83 
QQQ Invesco QQQ Trust, Series 1
+0.44%
+$26,414.9 
AVGO Broadcom Inc.
+0.38%
+$1,554.94 
PRF Invesco FTSE RAFI US 1000 ETF
+0.37%
+$2,653.11 
VOOV Vanguard S&P 500 Value ETF
+0.37%
+$2,829 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.36%
+$933.24 
MO Altria Group, Inc.
+0.35%
+$1,962 
VYM Vanguard High Dividend Yield ETF
+0.34%
+$51,075.36 
IJR iShares Core S&P Small-Cap ETF
+0.22%
+$699.06 
JEPI JPMorgan Equity Premium Income Fund
+0.21%
+$498 
QDEF FlexShares Quality Dividend Defensive Index Fund
+0.21%
+$506.16 
XOM Exxon Mobil Corporation
+0.19%
+$925.76 
CVX Chevron Corporation
+0.06%
+$372.19 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 BAM
BAM
0%
$0 
CTVA Corteva Inc.
-3.89%
-$1,745.17 
PFG Principal Financial Group, Inc.
-2.14%
-$27,527.9 
WTBA West Bancorporation Inc.
-1.62%
-$193,166.11 
AAPL Apple Inc.
-1.21%
-$67,404.16 
MU Micron Technology, Inc.
-1.14%
-$3,941.19 
ROST Ross Stores, Inc.
-0.84%
-$6,482.52 
LRCX Lam Research Corporation
-0.65%
-$3,561.36 
MCD McDonald's Corporation
-0.59%
-$4,740.39 
NVDA NVIDIA Corporation
-0.41%
-$6,815.94 
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$4,678.74 
META Meta Platforms Inc Class A
-0.23%
-$2,944.23 
FDS FactSet Research Systems Inc.
-0.21%
-$550.21 
PM Philip Morris International Inc.
-0.2%
-$535.05 
VDE Vanguard Energy ETF
-0.19%
-$523.26 
IBM International Business Machines Corporation
-0.18%
-$657.3 
SDY SPDR S&P Dividend ETF
-0.15%
-$525.6 
COST Costco Wholesale Corporation
-0.1%
-$1,142.02 
SO The Southern Company
-0.07%
-$497.1 
MNST Monster Beverage Corporation
-0.03%
-$74.19 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$71 Events
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Dividends
Dividend Analysis
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| Trades 2398 | Longs Won 1483/2398 61% | Profit Factor 8.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $236,062.87 |
| Average Win $66,171.33 | Best Trade (Oct 08) $7.09M | Sharpe Ratio -10.55 |
| Average Loss -$12,646.29 | Worst Trade (Dec 30) -$405,132 | Z-Score -6.16 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 5d | Expectancy $36,097.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,400 | $2.9M | $5.52M | - | $2.62M | 90.37% | -1.207% |
| ABBV AbbVie Inc. | 4,940 | $799,220.83 | $1.37M | - | $565,799.97 | 70.79% | +1.432% |
| ABT Abbott Laboratories | 4,713 | $554,174.71 | $469,791.84 | - | -$84,382.87 | -15.23% | +1.208% |
| ACWI iShares MSCI ACWI ETF | 17,531 | $2.47M | $2.82M | - | $346,207.83 | 13.99% | +0.695% |
| ADX Adams Diversified Equity Fund, Inc. | 49,490 | $1.12M | $1.3M | - | $172,802.65 | 15.39% | +1.492% |
| AEP American Electric Power Company, Inc. | 1,941 | $166,612.53 | $238,684.77 | - | $72,072.24 | 43.26% | +0.531% |
| AMZN Amazon.com Inc | 4,902 | $800,082.26 | $1.29M | - | $485,957.44 | 60.74% | +3.263% |
| APH Amphenol Corporation | 7,752 | $97,375.1 | $674,734.08 | - | $577,358.98 | 592.92% | +2.016% |
| AVGO Broadcom Inc. | 1,135 | $356,753.05 | $410,313.85 | - | $53,560.8 | 15.01% | +0.38% |
| BAM BAM | 93,091 | $3,542.11 | $3,542.11 | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,708 | $757,195.92 | $879,346.77 | - | $122,150.85 | 16.13% | +0.742% |
| BSV Vanguard Short-Term Bond ETF | 2,886 | $224,848.26 | $220,447.11 | - | -$4,401.15 | -1.96% | -0.032% |
| CASY Casey's General Stores Inc. | 272 | $197,977.92 | $175,809.92 | - | -$22,168 | -11.2% | +0.635% |
| CHE Chemed Corporation | 650 | $291,030.99 | $325,370.5 | - | $34,339.51 | 11.8% | +0.466% |
| COST Costco Wholesale Corporation | 1,255 | $726,387.12 | $1.19M | - | $462,110.43 | 63.62% | -0.096% |
| CSCO Cisco Systems, Inc. | 8,385 | $488,690.52 | $993,957.9 | - | $505,267.38 | 103.39% | +3.177% |
| CTVA Corteva Inc. | 3,262 | $187,499.76 | $43,107.33 | - | -$144,392.43 | -77.01% | -3.891% |
| CVX Chevron Corporation | 2,863 | $501,966.47 | $606,039.84 | - | $104,073.37 | 20.73% | +0.061% |
| EFA iShares MSCI EAFE ETF | 4,309 | $300,886.82 | $445,399.78 | - | $144,512.96 | 48.03% | +0.648% |
| FAST Fastenal Co. | 9,906 | $317,583.6 | $503,274.33 | - | $185,690.73 | 58.47% | +0.624% |
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FAQ
Which stocks have generated the highest profits for SueAnn Niehaus?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell 1000 Growth ETF - $2.81M, iShares Russell Mid-Cap ETF - $2.61M, iShares Russell 1000 Value ETF - $1.85M, West Bancorporation Inc - $1.81M, and iShares Core S&P 500 ETF - $1.81M. 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: Pacer US Small Cap Cash Cows 100 ETF - $665,135.15, Lumen Technologies Inc - $377,832, Bank of America Corporation - $335,075.82, Verizon Communications Inc - $219,295.26, and The Walt Disney Company - $188,326.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does SueAnn Niehaus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.56M earned over time. The largest contributors to dividend income include West Bancorporation Inc - $1.99M, iShares Russell 1000 Value ETF - $1.28M, Vanguard High Dividend Yield ETF - $1.08M, VANGUARD FTSE DEVELOPED MARKETS ETF - $940,900.47, and iShares Russell Mid-Cap ETF - $825,595.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are SueAnn Niehaus's monthly returns?
SueAnn Niehaus's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can SueAnn Niehaus's strategy be considered aggressive or moderate?
SueAnn Niehaus's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow SueAnn Niehaus's strategy?
SueAnn Niehaus's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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