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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:
84.16%
Gain +1.4%
Monthly
0.94%
Yearly
11.93%
Drawdown
22.55%
$237.06M
Equity
Holdings
$237.06M
Investment
$167.19M
$86.62M
Profit +$2.16M
Realized
$16.75M
Unrealized
$69.87M
Dividends
$16.87M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.4%
Profit
$2.16M
Win %
91%
This Week
Compared To Last Week
Gain
0.92%
Profit
$2.16M
Win %
91%
This Month
Compared to last month
Gain
2.33%
Profit
$5.4M
Win %
91%
This Year
Compared to last year
Gain
3.23%
Profit
$7.43M
Win %
88%
AMZN Amazon.com Inc
+15.32%
+$176,864.11 
GOOG Alphabet Inc
+6.88%
+$129,298.13 
GOOGL Alphabet Inc
+6.73%
+$42,962.64 
META Meta Platforms Inc Class A
+3.28%
+$31,169.82 
MSFT Microsoft Corp.
+3.02%
+$118,534.77 
NVDA NVIDIA Corporation
+2.93%
+$41,403.26 
P Everpure Inc.
+2.81%
+$9,070.9 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$7,017.59 
CVX Chevron Corporation
+2.35%
+$12,940.76 
FAST Fastenal Co.
+2.25%
+$10,401.3 
CSCO Cisco Systems, Inc.
+2.14%
+$20,375.55 
FLEX Flex Ltd.
+1.64%
+$2,633.04 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$15,836.8 
WFC Wells Fargo & Company
+1.19%
+$9,746.1 
VUG Vanguard Growth ETF
+1.1%
+$120,040.68 
VDE Vanguard Energy ETF
+1.02%
+$2,526.55 
WTBA West Bancorporation Inc.
+1.01%
+$116,314.66 
SNPE Xtrackers S&P 500 ESG ETF
+0.99%
+$2,703.45 
IBM International Business Machines Corporation
+0.86%
+$2,989.12 
MCD McDonald's Corporation
+0.82%
+$7,396.43 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,822.65 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$130,915.44 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$67,690.21 
VOO Vanguard S&P 500 ETF
+0.71%
+$84,895.18 
IVV iShares Core S&P 500 ETF
+0.69%
+$65,592.32 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$35,866.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,332.53 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$2,975.78 
MO Altria Group, Inc.
+0.57%
+$3,060.72 
APH Amphenol Corporation
+0.55%
+$1,705.42 
ACWI iShares MSCI ACWI ETF
+0.49%
+$13,498.69 
HON Honeywell International Inc.
+0.47%
+$1,724.82 
IWD iShares Russell 1000 Value ETF
+0.44%
+$78,298.29 
CASY Casey's General Stores Inc.
+0.4%
+$952 
PFE Pfizer Inc.
+0.4%
+$1,797.5 
AVGO Broadcom Inc.
+0.37%
+$1,634.4 
PG Procter & Gamble Co
+0.37%
+$1,083.85 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,176.88 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$788.5 
JPM JPMorgan Chase & Co.
+0.27%
+$5,869.36 
SO The Southern Company
+0.21%
+$1,657 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$1,437.16 
JNJ Johnson & Johnson
+0.21%
+$1,269.88 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$1,294.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$3,119.16 
RPG Invesco S&P 500 Pure Growth ETF
+0.12%
+$1,201.48 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$424.25 
WMT Walmart Inc.
+0.09%
+$794.32 
ABT Abbott Laboratories
+0.09%
+$424.17 
FDS FactSet Research Systems Inc.
+0.07%
+$153.35 
AEP American Electric Power Company, Inc.
+0.06%
+$135.87 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 BAM
BAM
0%
$0 
CTVA Corteva Inc.
-11.9%
-$34,675.06 
AAPL Apple Inc.
-7.35%
-$402,128 
MU Micron Technology, Inc.
-5.9%
-$17,244.4 
ABBV AbbVie Inc.
-2.51%
-$31,961.8 
LRCX Lam Research Corporation
-1.58%
-$8,008.82 
GLD SPDR Gold Shares
-1.49%
-$5,249.07 
IAU iShares Gold Trust
-1.46%
-$4,475.93 
MNST Monster Beverage Corporation
-1.3%
-$3,140.71 
XOM Exxon Mobil Corporation
-0.97%
-$4,426.29 
MA Mastercard Incorporated
-0.74%
-$1,700 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$43,318.59 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$9,399.6 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,843.94 
PM Philip Morris International Inc.
-0.61%
-$1,539.89 
ROST Ross Stores, Inc.
-0.59%
-$5,158.51 
LLY Eli Lilly and Company
-0.53%
-$3,702.52 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$78,257.62 
CHE Chemed Corporation
-0.47%
-$1,650.99 
IWM iShares Russell 2000 ETF
-0.47%
-$13,758.12 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,681.92 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$664.57 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,027.84 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$35,636.98 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,116.89 
VTV Vanguard Value ETF
-0.27%
-$12,781.54 
COST Costco Wholesale Corporation
-0.24%
-$2,861.36 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$955.66 
VB Vanguard Small-Cap ETF
-0.22%
-$16,223.63 
PFG Principal Financial Group, Inc.
-0.22%
-$2,928.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$6,652.4 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$1,621.53 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$533.28 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,821.17 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$290.7 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$173.16 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$171.2 
VO Vanguard Mid-Cap ETF
-0.05%
-$6,239.96 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.04%
-$106.56 
V Visa Inc. Class A
-0.04%
-$122.91 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$91.66 
UBER Uber Technologies, Inc.
-0.01%
-$29.37 Events
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Dividends
Dividend Analysis
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| Trades 2398 | Longs Won 1490/2398 62% | Profit Factor 8.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $228,965.5 |
| Average Win $65,958.8 | Best Trade (Aug 14) $6.85M | Sharpe Ratio -10.44 |
| Average Loss -$12,844.84 | Worst Trade (Dec 30) -$405,132 | Z-Score -6.33 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 5d | Expectancy $36,119.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,400 | $2.9M | $5.07M | - | $2.17M | 74.86% | -7.354% |
| ABBV AbbVie Inc. | 4,940 | $799,220.83 | $1.24M | - | $440,422.77 | 55.11% | -2.513% |
| ABT Abbott Laboratories | 4,713 | $554,174.71 | $498,164.1 | - | -$56,010.61 | -10.11% | +0.085% |
| ACWI iShares MSCI ACWI ETF | 17,531 | $2.47M | $2.74M | - | $267,844.08 | 10.82% | +0.495% |
| ADX Adams Diversified Equity Fund, Inc. | 49,490 | $1.12M | $1.26M | - | $139,891.8 | 12.46% | +1.27% |
| AEP American Electric Power Company, Inc. | 1,941 | $166,612.53 | $248,156.85 | - | $81,544.32 | 48.94% | +0.055% |
| AMZN Amazon.com Inc | 4,902 | $800,082.26 | $1.33M | - | $531,202.85 | 66.39% | +15.321% |
| APH Amphenol Corporation | 3,876 | $97,373.8 | $311,436.6 | - | $214,062.8 | 219.84% | +0.551% |
| AVGO Broadcom Inc. | 1,135 | $356,753.05 | $441,832.8 | - | $85,079.75 | 23.85% | +0.371% |
| BAM BAM | 93,091 | $3,542.11 | $3,542.11 | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,708 | $757,195.92 | $873,710.32 | - | $116,514.4 | 15.39% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 2,886 | $224,848.26 | $223,895.88 | - | -$952.38 | -0.42% | -0.077% |
| CASY Casey's General Stores Inc. | 272 | $197,977.92 | $236,912 | - | $38,934.08 | 19.67% | +0.403% |
| CHE Chemed Corporation | 650 | $291,030.99 | $345,962.5 | - | $54,931.51 | 18.87% | -0.475% |
| COST Costco Wholesale Corporation | 1,255 | $726,387.12 | $1.19M | - | $468,234.84 | 64.46% | -0.239% |
| CSCO Cisco Systems, Inc. | 8,385 | $488,690.52 | $972,576.15 | - | $483,885.63 | 99.02% | +2.14% |
| CTVA Corteva Inc. | 3,262 | $187,499.76 | $256,752.02 | - | $69,252.26 | 36.93% | -11.898% |
| CVX Chevron Corporation | 2,863 | $501,966.47 | $563,524.29 | - | $61,557.82 | 12.26% | +2.35% |
| EFA iShares MSCI EAFE ETF | 4,309 | $300,886.82 | $454,944.22 | - | $154,057.4 | 51.2% | -0.621% |
| FAST Fastenal Co. | 9,906 | $317,583.6 | $472,615.26 | - | $155,031.66 | 48.82% | +2.25% |
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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 - $2.8M, iShares Russell Mid-Cap ETF - $2.57M, West Bancorporation Inc - $1.81M, iShares Russell 1000 Value ETF - $1.79M, and iShares Core S&P 500 ETF - $1.78M. 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 $16.87M earned over time. The largest contributors to dividend income include West Bancorporation Inc - $1.99M, iShares Russell 1000 Value ETF - $1.21M, Vanguard High Dividend Yield ETF - $997,824.01, VANGUARD FTSE DEVELOPED MARKETS ETF - $924,540.65, and iShares Russell Mid-Cap ETF - $787,948.91. 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.
