Amber Baker Portfolio
Invests via NDVR, Inc. | Managed by Amber Baker
Invests via NDVR, Inc.
Managed by Amber Baker
Automatically Tracked
Amber Baker Profile
Investor and operating executive focused on growth-stage tech and consumer businesses. Amber Baker combines strategic investing with hands-on operational experience across scaling product, go-to-market and finance functions; has led corporate development and portfolio operational roles and frequently advises CEOs on growth execution and capital formation. Prior experience spans venture-backed startups and corporate strategy. Known for sourcing cross-border deals, structuring minority growth investments and driving revenue-led scale for late-seed to Series C opportunities.
Investor and operating executive focused on growth-stage tech and consumer businesses. Amber Baker combines strategic investing with hands-on operational experience across scaling product, go-to-market and finance functions; has led corporate development and portfolio operational roles and frequently advises CEOs on growth execution and capital formation. Prior experience spans venture-backed startups and corporate strategy. Known for sourcing cross-border deals, structuring minority growth investments and driving revenue-led scale for late-seed to Series C opportunities.
Investment Philosophy & Strategy
Focuses on growth-stage tech and consumer companies, deploying minority growth capital alongside hands-on operational support to scale product, go-to-market and finance functions. Prefers late-seed to Series C opportunities with clear revenue traction and unit-economics improvement potential, using a revenue-led underwriting lens and founder-aligned deal structures. Emphasizes cross-border sourcing, pragmatic cap‑table construction, 3–7 year value realization horizons, active portfolio involvement to drive customer acquisition, unit margin expansion and disciplined follow-on allocation.
Focuses on growth-stage tech and consumer companies, deploying minority growth capital alongside hands-on operational support to scale product, go-to-market and finance functions. Prefers late-seed to Series C opportunities with clear revenue traction and unit-economics improvement potential, using a revenue-led underwriting lens and founder-aligned deal structures. Emphasizes cross-border sourcing, pragmatic cap‑table construction, 3–7 year value realization horizons, active portfolio involvement to drive customer acquisition, unit margin expansion and disciplined follow-on allocation.
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:
36.62%
Gain +0.28%
Monthly
0.98%
Yearly
12.42%
Drawdown
20.81%
$128.82M
Equity
Holdings
$128.82M
Investment
$101.93M
$30.51M
Profit +$266,648.46
Realized
$3.62M
Unrealized
$26.89M
Dividends
$4.08M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$266,648.46
Win %
82%
This Week
Compared To Last Week
Gain
0.21%
Profit
$266,648.46
Win %
82%
This Month
Compared to last month
Gain
2.82%
Profit
$3.53M
Win %
82%
This Year
Compared to last year
Gain
6.89%
Profit
$8.3M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$915,241.11 
GOOG Alphabet Inc
+6.88%
+$91,971.88 
GOOGL Alphabet Inc
+6.73%
+$105,361.83 
META Meta Platforms Inc Class A
+3.28%
+$25,848.15 
MSFT Microsoft Corp.
+3.02%
+$124,636.53 
NVDA NVIDIA Corporation
+2.93%
+$98,126.47 
LDOS Leidos Holdings Inc.
+2.84%
+$6,102.47 
GPOR Gulfport Energy Corporation
+2.84%
+$5,006.25 
CSCO Cisco Systems, Inc.
+2.14%
+$7,613.19 
JBL Jabil Inc.
+2.12%
+$6,582.24 
TQQQ ProShares UltraPro QQQ
+2.08%
+$5,338.08 
EPAM Epam Systems Inc.
+1.83%
+$7,600 
HUBS HubSpot, Inc.
+1.83%
+$105,421.97 
ORCL Oracle Corporation
+1.81%
+$2,769.69 
ADT ADT Inc.
+1.73%
+$3,299.66 
HCA HCA Healthcare Inc.
+1.72%
+$4,168.39 
CINF Cincinnati Financial Corporation
+1.69%
+$3,690.44 
NTCT Netscout Systems Inc.
+1.57%
+$4,714.91 
GE General Electric Company
+1.42%
+$3,536.09 
CAH Cardinal Health Inc.
+1.3%
+$5,262.87 
THG Hanover Insurance Group, Inc.
+1.1%
+$3,578.87 
VUG Vanguard Growth ETF
+1.1%
+$3,297.78 
VMI Valmont Industries, Inc.
+1.07%
+$2,555.19 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$100,000.88 
SCHW Charles Schwab Corporation
+0.87%
+$3,003 
IBM International Business Machines Corporation
+0.86%
+$1,676.96 
FHI Federated Hermes Inc.
+0.82%
+$2,862.09 
CALM Cal-Maine Foods Inc.
+0.8%
+$2,180.49 
TSLA Tesla, Inc.
+0.76%
+$3,629.65 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,882.61 
VOO Vanguard S&P 500 ETF
+0.71%
+$14,327.4 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,090.25 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,802.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,815.43 
MCRI Monarch Casino & Resort Inc.
+0.62%
+$1,899.24 
EXPE Expedia Group, Inc.
+0.62%
+$1,623.57 
MO Altria Group, Inc.
+0.57%
+$1,452.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$21,902.6 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$1,376.33 
IDCC InterDigital, Inc.
+0.49%
+$1,467 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,266.63 
PJT PJT Partners Inc.
+0.45%
+$1,078.44 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$1,068.31 
AVGO Broadcom Inc.
+0.37%
+$4,681.44 
MCY Mercury General Corporation
+0.36%
+$1,295.97 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,770.72 
BAC Bank of America Corporation
+0.36%
+$1,080.42 
ENVA Enova International Inc.
+0.31%
+$1,221.32 
JPM JPMorgan Chase & Co.
+0.27%
+$2,135.68 
JNJ Johnson & Johnson
+0.21%
+$655.61 
HMN Horace Mann Educators Corp.
+0.19%
+$490.11 
T AT&T Inc.
+0.17%
+$530.84 
WMT Walmart Inc.
+0.09%
+$816.02 
USFD US Foods Holding Corp
+0.04%
+$127.48 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,273.88 
CSGS CSG Systems International, Inc.
0%
$0 
WU Western Union Co.
-17.3%
-$14,046.13 
AAPL Apple Inc.
-7.35%
-$272,490.76 
HURN Huron Consulting Group Inc.
-7.32%
-$21,581.98 
EXEL Exelixis Inc.
-5.25%
-$21,559.03 
HCI HCI Group, Inc.
-3.85%
-$8,664.37 
LOPE Grand Canyon Education Inc.
-3.19%
-$7,381.39 
INCY Incyte Corporation
-2.82%
-$9,303.07 
ABBV AbbVie Inc.
-2.51%
-$14,745.13 
DDS Dillard's Inc.
-2.32%
-$4,763.76 
BYD Boyd Gaming Corporation
-2.29%
-$5,237.69 
SUPN Supernus Pharmaceuticals Inc.
-2.15%
-$4,775.54 
NEM Newmont Corporation
-2.14%
-$7,019.2 
NEU NewMarket Corporation
-1.95%
-$6,389.96 
SYF Synchrony Financial
-1.79%
-$4,636.8 
UTHR United Therapeutics Corporation
-1.54%
-$4,995.75 
YOU Clear Secure Inc.
-1.53%
-$5,699.21 
CNA CNA Financial Corporation
-1.48%
-$3,834.66 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$67,515.84 
IAU iShares Gold Trust
-1.46%
-$4,981.04 
MTG MGIC Investment Corporation
-1.35%
-$4,576 
GNW Genworth Financial Inc.
-1.3%
-$1,345.5 
CVSA Adtalem Global Education Inc.
-1.26%
-$3,679.26 
FTDR Frontdoor, Inc.
-1.21%
-$4,412.62 
TJX The TJX Companies, Inc.
-1.21%
-$5,139.81 
AIZ Assurant Inc.
-1.16%
-$3,583.91 
WRB W.R. Berkley Corporation
-1.15%
-$3,575.04 
PGNY Progyny Inc.
-1.14%
-$4,074.48 
MCK McKesson Corporation
-1.08%
-$4,361.76 
DLTR Dollar Tree, Inc.
-1.06%
-$3,371.46 
BWA BorgWarner Inc.
-1.04%
-$3,569.09 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$3,794.4 
FOXA Fox Corporation
-1%
-$2,840.85 
NXST Nexstar Media Group Inc.
-0.99%
-$2,165.99 
XOM Exxon Mobil Corporation
-0.97%
-$6,589.71 
MET MetLife Inc.
-0.97%
-$2,389.48 
HALO Halozyme Therapeutics Inc.
-0.91%
-$2,706.36 
FNF Fidelity National Financial, Inc.
-0.9%
-$2,225.45 
PGR Progressive Corporation
-0.87%
-$2,974.14 
GILD Gilead Sciences Inc.
-0.81%
-$3,260.26 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$3,001.63 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$1,849.5 
FOX Fox Corporation Class B Common Stock
-0.76%
-$2,063.2 
UNM Unum Group
-0.76%
-$2,302.08 
MA Mastercard Incorporated
-0.74%
-$1,755.25 
TYA Simplify Intermediate Term Treasury ETF
-0.73%
-$1,444.68 
MLI Mueller Industries Inc.
-0.67%
-$2,544.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$215,372.85 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$12,595.59 
EME EMCOR Group, Inc.
-0.62%
-$2,050.1 
SCHF Schwab International Equity ETF
-0.58%
-$5,229.12 
LLY Eli Lilly and Company
-0.53%
-$3,101.78 
ALL Allstate Corporation
-0.49%
-$1,882.42 
CCK Crown Holdings Inc.
-0.44%
-$1,222 
TRV The Travelers Companies, Inc.
-0.43%
-$2,009.79 
GL Globe Life Inc.
-0.4%
-$1,385.54 
ORI Old Republic International Corp.
-0.39%
-$1,164.33 
AXP American Express Company
-0.38%
-$1,130.29 
L Loews Corporation
-0.31%
-$1,109.51 
COR Cencora, Inc.
-0.28%
-$897.13 
VTV Vanguard Value ETF
-0.27%
-$918.61 
LAUR Laureate Education Inc.
-0.26%
-$994.4 
BNDX Vanguard Total International Bond ETF
-0.23%
-$495.44 
KR Kroger Co.
-0.21%
-$505.2 
MKL Markel Group Inc.
-0.2%
-$404.93 
V Visa Inc. Class A
-0.04%
-$158.33 Events
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Dividends
Dividend Analysis
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| Trades 879 | Longs Won 652/879 74% | Profit Factor 3.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $422,690.96 |
| Average Win $65,272.48 | Best Trade (Aug 17) $8.33M | Sharpe Ratio -9.24 |
| Average Loss -$53,090.57 | Worst Trade (Aug 07) -$9.36M | Z-Score 9.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 2d | Expectancy $34,705.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.52% |
| Consecutive Losing Trades | 2,427 | 2,184 | 1,942 | 1,699 | 1,456 | 1,214 | 971 | 728 | 485 | 243 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,113 | $2.17M | $3.43M | - | $1.26M | 58.11% | -7.354% |
| ABBV AbbVie Inc. | 2,279 | $366,209.04 | $571,892.26 | - | $205,683.22 | 56.17% | -2.513% |
| ACWI iShares MSCI ACWI ETF | 1,645 | $232,751 | $257,327.33 | - | $24,576.33 | 10.56% | +0.495% |
| ADT ADT Inc. | 25,382 | $210,711.14 | $193,918.48 | - | -$16,792.66 | -7.97% | +1.731% |
| AIZ Assurant Inc. | 1,096 | $232,473.73 | $305,992.24 | - | $73,518.51 | 31.62% | -1.158% |
| ALL Allstate Corporation | 1,448 | $299,505.19 | $382,387.82 | - | $82,882.63 | 27.67% | -0.49% |
| ALSN Allison Transmission Holdings Inc. | 2,055 | $140,461.14 | $235,379.7 | - | $94,918.56 | 67.58% | -0.78% |
| AMZN Amazon.com Inc | 25,367 | $4.01M | $6.89M | - | $2.88M | 71.81% | +15.321% |
| AVGO Broadcom Inc. | 3,251 | $813,360.59 | $1.27M | - | $452,188.69 | 55.6% | +0.371% |
| AXP American Express Company | 890 | $243,867.56 | $299,262.5 | - | $55,394.94 | 22.72% | -0.376% |
| BAC Bank of America Corporation | 4,911 | $270,105 | $304,236.45 | - | $34,131.45 | 12.64% | +0.356% |
| BMY Bristol-Myers Squibb Company | 4,645 | $250,551 | $303,364.95 | - | $52,813.95 | 21.08% | +0.694% |
| BNDX Vanguard Total International Bond ETF | 4,504 | $217,633 | $215,156.08 | - | -$2,476.92 | -1.14% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 952 | $413,744.9 | $486,986.08 | - | $73,241.18 | 17.7% | +0.365% |
| BWA BorgWarner Inc. | 5,327 | $240,035 | $339,542.98 | - | $99,507.98 | 41.46% | -1.04% |
| BYD Boyd Gaming Corporation | 2,632 | $224,352 | $223,877.91 | - | -$474.09 | -0.21% | -2.286% |
| CAH Cardinal Health Inc. | 1,778 | $184,555.95 | $408,993.34 | - | $224,437.39 | 121.61% | +1.304% |
| CALM Cal-Maine Foods Inc. | 3,115 | $319,047.97 | $273,434.7 | - | -$45,613.27 | -14.3% | +0.804% |
| CCK Crown Holdings Inc. | 2,350 | $241,980 | $276,947.5 | - | $34,967.5 | 14.45% | -0.439% |
| CINF Cincinnati Financial Corporation | 1,251 | $204,313 | $222,277.67 | - | $17,964.67 | 8.79% | +1.688% |
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FAQ
Which stocks have generated the highest profits for Amber Baker?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $1.92M, SPDR Gold MiniShares Trust - $716,914.93, Vanguard FTSE Emerging Markets ETF - $548,045.27, Sprouts Farmers Market, Inc - $423,177.37, and Stride, Inc - $309,944.69. 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: Epam Systems Inc - $245,814.56, Alpha Metallurgical Resources, Inc - $97,612.86, Lennar Corporation - $77,380.36, Lennar Corporation - $77,069.18, and Par Pacific Holdings Inc - $71,191. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Amber Baker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.08M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.79M, Vanguard FTSE Emerging Markets ETF - $507,353.84, iShares 0-3 Month Treasury Bond ETF - $214,978.76, iShares Core MSCI EAFE ETF - $163,000, and VANGUARD TOTAL STOCK MKT ETF - $72,509.71. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Amber Baker's monthly returns?
Amber Baker'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 Amber Baker's strategy be considered aggressive or moderate?
Amber Baker's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Amber Baker's strategy?
Amber Baker's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
