Nicholas Munoz Portfolio
Invests via IronOak Wealth LLC. | Managed by Nicholas Muñoz, Lisa Bianculli Hutter
Invests via IronOak Wealth LLC.
Managed by Nicholas Muñoz, Lisa Bianculli Hutter
Automatically Tracked
Nicholas Munoz Profile
Veteran investment professional focused on quantitative equities and systematic strategies, with operating experience across hedge funds and growth-stage fintechs. Nicholas Munoz combines portfolio construction, risk modelling and capital raising expertise to support institutional mandates and family-office allocations. Market-facing skills include product strategy, client relations and execution in US and global markets.
Veteran investment professional focused on quantitative equities and systematic strategies, with operating experience across hedge funds and growth-stage fintechs. Nicholas Munoz combines portfolio construction, risk modelling and capital raising expertise to support institutional mandates and family-office allocations. Market-facing skills include product strategy, client relations and execution in US and global markets.
Investment Philosophy & Strategy
Applies a data-driven, quantitative equity approach that blends systematic factor models, rigorous risk modelling and portfolio construction to deliver scalable institutional outcomes. Emphasizes diversified, factor-aware allocations across US and global liquid equities, with medium-to-long horizons and tight drawdown control through explicit position sizing and volatility targeting. Capital deployment favors transparent, rules-based strategies that prioritize execution efficiency, liquidity management and repeatable alpha sources, while integrating product strategy and client-responsive governance for bespoke mandates and family-office solutions.
Applies a data-driven, quantitative equity approach that blends systematic factor models, rigorous risk modelling and portfolio construction to deliver scalable institutional outcomes. Emphasizes diversified, factor-aware allocations across US and global liquid equities, with medium-to-long horizons and tight drawdown control through explicit position sizing and volatility targeting. Capital deployment favors transparent, rules-based strategies that prioritize execution efficiency, liquidity management and repeatable alpha sources, while integrating product strategy and client-responsive governance for bespoke mandates and family-office solutions.
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:
0.37%
Gain
Monthly
0.02%
Yearly
0.24%
Drawdown
20.83%
$110.99M
Equity
Holdings
$110.99M
Investment
$98.34M
$12.98M
Profit -$950,823.86
Realized
$326,482.76
Unrealized
$12.65M
Dividends
$2.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$950,823.86
Win %
57%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$607,484.27
Win %
57%
This Month
Compared to last month
Gain
0.76%
Profit
$836,023.58
Win %
57%
This Year
Compared to last year
Gain
6.68%
Profit
$6.95M
Win %
57%
INTU Intuit Inc.
+5.3%
+$47,426.34 
IBM International Business Machines Corporation
+3.28%
+$9,563.45 
CRM Salesforce Inc
+3.19%
+$40,204.19 
ISRG Intuitive Surgical, Inc.
+3.14%
+$24,729.06 
AJG Arthur J. Gallagher & Co.
+2.75%
+$13,258.08 
WDAY Workday Inc.
+2.74%
+$17,320.32 
MA Mastercard Incorporated
+2.58%
+$31,180.46 
V Visa Inc. Class A
+2.37%
+$42,327.34 
SPGI S&P Global Inc.
+2.36%
+$39,574.5 
PYPL PayPal Holdings Inc
+2.05%
+$28,077.06 
LVHD Franklin U.S. Low Volatility ETF
+2.01%
+$36,384.98 
PAA Plains All American Pipeline, L.P.
+1.78%
+$7,023.05 
EMR Emerson Electric Co.
+1.56%
+$15,182.64 
AAPL Apple Inc.
+1.46%
+$23,430.92 
UBER Uber Technologies, Inc.
+1.45%
+$31,154.15 
LLY Eli Lilly and Company
+1.4%
+$42,086.98 
EINC VanEck Energy Income ETF
+1.36%
+$19,013.64 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.29%
+$19,476.45 
MSFT Microsoft Corp.
+1.15%
+$21,206.39 
ICE Intercontinental Exchange, Inc.
+1.06%
+$7,777.4 
XOM Exxon Mobil Corporation
+1.02%
+$9,009.63 
EXE Expand Energy Corporation
+0.74%
+$6,668.35 
ALL Allstate Corporation
+0.63%
+$10,671.17 
AXP American Express Company
+0.56%
+$9,030.57 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$3,759.7 
INCM Franklin Income Focus ETF
+0.31%
+$2,082.53 
PGR Progressive Corporation
+0.2%
+$3,124.38 
FLBL Franklin Senior Loan ETF
+0.09%
+$1,440.14 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$88.26 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$994.73 
VRIG Invesco Variable Rate Investment Grade ETF
+0.02%
+$40.27 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$54.98 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HOOD Robinhood Markets, Inc.
-8.53%
-$128,475.8 
AVGO Broadcom Inc.
-5.52%
-$287,604.9 
MTZ MasTec, Inc. Common Stock
-5.09%
-$168,242.19 
DELL Dell Technologies Inc.
-4.84%
-$276,862.86 
NXPI NXP Semiconductors N.V.
-4.14%
-$13,120.98 
COIN Coinbase Global, Inc.
-4.12%
-$48,953.45 
ETN Eaton Corporation plc
-3.88%
-$41,722.06 
APP AppLovin Corporation Class A Common Stock
-3.66%
-$45,573.12 
NVDA NVIDIA Corporation
-2.98%
-$189,844.96 
ANET Arista Networks, Inc.
-2.94%
-$26,321.38 
META Meta Platforms Inc Class A
-2.91%
-$59,217.39 
EME EMCOR Group, Inc.
-2.63%
-$55,288.59 
GEV GE Vernova Inc.
-2.29%
-$108,438.4 
CRWD CrowdStrike Holdings, Inc.
-2.19%
-$40,535.36 
GLD SPDR Gold Shares
-2.07%
-$27,324.24 
AMZN Amazon.com Inc
-1.85%
-$81,531.78 
SPOT Spotify Technology S.A.
-1.83%
-$5,930.73 
JPM JPMorgan Chase & Co.
-1.42%
-$30,361.88 
TSLA Tesla, Inc.
-1.24%
-$22,466.5 
RTX RTX Corporation
-1.21%
-$6,837.27 
HODL VanEck Bitcoin ETF
-1.17%
-$16,375.69 
BNY BlackRock New York Municipal Income Trust
-1.11%
-$13,159.15 
HGER Harbor Commodity All-Weather Fund
-1.02%
-$20,025.2 
GVAL Cambria Global Value ETF
-0.93%
-$15,193.11 
PANW Palo Alto Networks, Inc.
-0.77%
-$23,661.28 
NOW ServiceNow, Inc.
-0.37%
-$4,270.5 
BUFR FT Vestladder Buffer ETF-USD I
-0.37%
-$1,152.77 
NFLX Netflix, Inc.
-0.21%
-$2,813.37 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$3,006.08 
CLOI VanEck CLO ETF
-0.09%
-$1,778.17 Events
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Dividends
Dividend Analysis
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| Trades 128 | Longs Won 55/128 42% | Profit Factor 2.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $513,627.23 |
| Average Win $418,928.24 | Best Trade (Jul 10) $2.5M | Sharpe Ratio -16.07 |
| Average Loss -$137,858.28 | Worst Trade (Jul 10) -$1.65M | Z-Score -2.03 (99.41%) |
| Commissions $0 | Avg. Trade Length 11m 1w 4d | Expectancy $101,385.93 |
| 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 | 805 | 725 | 644 | 564 | 483 | 403 | 322 | 242 | 161 | 81 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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