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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:
70.13%
Gain +1.13%
Monthly
0.84%
Yearly
10.62%
Drawdown
22.8%
$206.07M
Equity
Holdings
$206.07M
Investment
$149.86M
$71.47M
Profit +$1.4M
Realized
$12.76M
Unrealized
$58.7M
Dividends
$16.17M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.13%
Profit
$1.4M
Win %
88%
This Week
Compared To Last Week
Gain
0.68%
Profit
$1.4M
Win %
88%
This Month
Compared to last month
Gain
-0.64%
Profit
-$1.33M
Win %
88%
This Year
Compared to last year
Gain
10.9%
Profit
$20.25M
Win %
86%
CHEV Charging Robotics Inc.
+369.88%
+$945.03 
BAM
+24.28%
+$860.16 
LRCX Lam Research Corporation
+8.39%
+$61,794.44 
GOOG Alphabet Inc
+4.96%
+$105,578.76 
GOOGL Alphabet Inc
+4.82%
+$31,089.1 
P Everpure Inc.
+4.55%
+$13,541.85 
CSCO Cisco Systems, Inc.
+3.45%
+$32,953.05 
AMZN Amazon.com Inc
+3.2%
+$43,522.9 
VUG Vanguard Growth ETF
+2.52%
+$195,047.16 
QQQ Invesco QQQ Trust, Series 1
+2.48%
+$106,255.56 
IWF iShares Russell 1000 Growth ETF
+2.47%
+$434,014.41 
IBM International Business Machines Corporation
+2.35%
+$9,969.03 
MA Mastercard Incorporated
+2.13%
+$6,244.57 
AVGO Broadcom Inc.
+2.04%
+$7,838.65 
LLY Eli Lilly and Company
+1.8%
+$14,612.7 
VOT Vanguard Mid-Cap Growth ETF
+1.74%
+$12,053.58 
RPG Invesco S&P 500 Pure Growth ETF
+1.73%
+$18,193.84 
APH Amphenol Corporation
+1.65%
+$6,804 
SPY SPDR S&P 500 ETF Trust
+1.65%
+$152,238.89 
V Visa Inc. Class A
+1.61%
+$4,634.09 
VOO Vanguard S&P 500 ETF
+1.6%
+$187,899.25 
JNJ Johnson & Johnson
+1.51%
+$6,660.5 
SNPE Xtrackers S&P 500 ESG ETF
+1.41%
+$3,833.25 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.39%
+$10,109.12 
MNST Monster Beverage Corporation
+1.31%
+$4,122.72 
RSP Invesco S&P 500 Equal Weight ETF
+1.3%
+$11,910.78 
ADX Adams Diversified Equity Fund, Inc.
+1.28%
+$15,004.8 
NVDA NVIDIA Corporation
+1.27%
+$20,432.56 
FB ProShares S&P 500 Dynamic Buffer ETF
+1.16%
+$960.68 
PM Philip Morris International Inc.
+1.16%
+$3,395.7 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.14%
+$5,770.11 
QDEF FlexShares Quality Dividend Defensive Index Fund
+1.13%
+$2,570.76 
VBK Vanguard Small-Cap Growth ETF
+1.08%
+$5,276.62 
ACWI iShares MSCI ACWI ETF
+1%
+$27,536.74 
EFA iShares MSCI EAFE ETF
+0.89%
+$4,305.21 
IEFA iShares Core MSCI EAFE ETF
+0.87%
+$13,333.95 
XLI Industrial Select Sector SPDR Fund
+0.86%
+$1,960.92 
FDS FactSet Research Systems Inc.
+0.81%
+$1,752.16 
AIA iShares Asia 50 ETF
+0.71%
+$4,841.2 
PFG Principal Financial Group, Inc.
+0.7%
+$8,063.6 
VEU Vanguard FTSE All-World ex-US ETF
+0.67%
+$21,951.05 
VDI Virtus WMC International Dividend ETF
+0.65%
+$153.68 
FAST Fastenal Co.
+0.64%
+$3,459.6 
VB Vanguard Small-Cap ETF
+0.6%
+$42,846.32 
VO Vanguard Mid-Cap ETF
+0.6%
+$30,641.28 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$13,399.8 
PRF Invesco FTSE RAFI US 1000 ETF
+0.54%
+$3,753.16 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.53%
+$1,305.4 
IWR iShares Russell Mid-Cap ETF
+0.53%
+$61,524.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.51%
+$30,963.24 
JEPI JPMorgan Equity Premium Income Fund
+0.5%
+$3,346 
VOOV Vanguard S&P 500 Value ETF
+0.47%
+$3,553.5 
NUSC Nuveen ESG Small-Cap ETF
+0.45%
+$1,836.78 
VYMI Vanguard International High Dividend Yield Index Fund
+0.44%
+$57,293.63 
IDV iShares International Select Dividend ETF
+0.36%
+$863.55 
MO Altria Group, Inc.
+0.35%
+$1,694.16 
PFE Pfizer Inc.
+0.33%
+$1,582 
VGRIX JPMorgan U.S. Value Fund Class A
+0.31%
+$577.39 
CASY Casey's General Stores Inc.
+0.21%
+$574.77 
VYM Vanguard High Dividend Yield ETF
+0.14%
+$20,365.58 
JPM JPMorgan Chase & Co.
+0.1%
+$2,244.07 
AGG iShares Core U.S. Aggregate Bond ETF
+0.03%
+$399.06 
CTA-PA EIDP, Inc.
0%
$0 
HON Honeywell International Inc.
-6.41%
-$11,645.06 
T AT&T Inc.
-3.96%
-$8,728.2 
ROST Ross Stores, Inc.
-2.08%
-$15,234.77 
PEP PepsiCo, Inc.
-1.92%
-$12,574.4 
ABT Abbott Laboratories
-1.5%
-$7,250.22 
PEG Public Service Enterprise Group Incorporated
-1.38%
-$3,494.85 
GLD SPDR Gold Shares
-1.35%
-$4,716.7 
IAU iShares Gold Trust
-1.34%
-$4,079.83 
WTBA West Bancorporation Inc.
-1.22%
-$137,993.13 
MSFT Microsoft Corp.
-1.18%
-$40,405.11 
MCD McDonald's Corporation
-0.96%
-$8,673.99 
WMT Walmart Inc.
-0.94%
-$9,156 
UBER Uber Technologies, Inc.
-0.92%
-$2,269.4 
CHE Chemed Corporation
-0.73%
-$2,197 
AAPL Apple Inc.
-0.72%
-$34,902.53 
LHX L3Harris Technologies, Inc.
-0.64%
-$1,587.62 
COST Costco Wholesale Corporation
-0.61%
-$7,676.61 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$4,547.38 
VDE Vanguard Energy ETF
-0.52%
-$13,544.67 
AEP American Electric Power Company, Inc.
-0.52%
-$1,786.32 
EOG EOG Resources, Inc.
-0.51%
-$1,115.57 
SCHD Schwab U.S. Dividend Equity ETF
-0.5%
-$8,723.2 
EMR Emerson Electric Co.
-0.47%
-$1,334.64 
WFC Wells Fargo & Company
-0.44%
-$3,635.62 
SO The Southern Company
-0.42%
-$4,024.56 
PG Procter & Gamble Co
-0.38%
-$1,943.7 
XOM Exxon Mobil Corporation
-0.37%
-$1,509 
DON WisdomTree U.S. MidCap Dividend Fund
-0.35%
-$1,406.2 
IWM iShares Russell 2000 ETF
-0.29%
-$9,534.71 
SDY SPDR S&P Dividend ETF
-0.23%
-$966.6 
IWS iShares Russell Mid-Cap Value ETF
-0.12%
-$441.6 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.11%
-$216.06 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$112.9 
IWD iShares Russell 1000 Value ETF
0%
-$730.58 Events
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Dividends
Dividend Analysis
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| Trades 2335 | Longs Won 1386/2335 59% | Profit Factor 6.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $212,483 |
| Average Win $60,265.77 | Best Trade (Jun 30) $6.59M | Sharpe Ratio -8.88 |
| Average Loss -$12,711.49 | Worst Trade (Jun 29) -$967,996.36 | Z-Score -7.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 4d | Expectancy $30,606.06 |
| 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 | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
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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