John Nowicki Portfolio
Invests via LCM Capital Management Inc. | Managed by John Nowicki, Gary Wozny
Invests via LCM Capital Management Inc.
Managed by John Nowicki, Gary Wozny
Automatically Tracked
John Nowicki Profile
With a rich background in technology development and operational leadership, John Nowicki is positioned as a key player in the digital innovation landscape. His experience spans multiple industries where he has successfully led teams to bring cutting-edge products to market. An entrepreneurial mindset drives his focus on transforming visionary ideas into sustainable businesses, positioning him effectively for engagement with both startups and established enterprises. John's insights into market trends have not only enhanced product offerings but also created significant growth opportunities within the sectors he engages.
With a rich background in technology development and operational leadership, John Nowicki is positioned as a key player in the digital innovation landscape. His experience spans multiple industries where he has successfully led teams to bring cutting-edge products to market. An entrepreneurial mindset drives his focus on transforming visionary ideas into sustainable businesses, positioning him effectively for engagement with both startups and established enterprises. John's insights into market trends have not only enhanced product offerings but also created significant growth opportunities within the sectors he engages.
Investment Philosophy & Strategy
Through a lens of innovation, John Nowicki emphasizes the intersection of technology and market demand in his investment approach. Drawing from extensive experience in operational leadership, he prioritizes initiatives that marry visionary ideas with pragmatic execution. This entrepreneurial focus ensures agility in recognizing trends while driving substantial growth within various sectors. By fostering collaboration between startups and established companies, he enhances value creation and competitiveness across digital landscapes. His ability to navigate complex market dynamics positions him favorably for identifying transformative opportunities.
Through a lens of innovation, John Nowicki emphasizes the intersection of technology and market demand in his investment approach. Drawing from extensive experience in operational leadership, he prioritizes initiatives that marry visionary ideas with pragmatic execution. This entrepreneurial focus ensures agility in recognizing trends while driving substantial growth within various sectors. By fostering collaboration between startups and established companies, he enhances value creation and competitiveness across digital landscapes. His ability to navigate complex market dynamics positions him favorably for identifying transformative opportunities.
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:
84.13%
Gain -1.12%
Monthly
1.14%
Yearly
14.62%
Drawdown
25.59%
$220.42M
Equity
Holdings
$220.42M
Investment
$128.26M
$100.54M
Profit -$1.81M
Realized
$8.38M
Unrealized
$92.16M
Dividends
$11.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.12%
Profit
-$1.81M
Win %
71%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.22M
Win %
71%
This Month
Compared to last month
Gain
-0.49%
Profit
-$1.08M
Win %
71%
This Year
Compared to last year
Gain
10.98%
Profit
$21.81M
Win %
71%
NUVB Nuvation Bio Inc.
+8.97%
+$7,800 
MSTR Strategy Inc.
+5.1%
+$39,392.76 
INTC Intel Corporation
+3.8%
+$31,955.71 
GSOL Grayscale Solana Trust
+3.26%
+$2,072 
GLNK Grayscale Chainlink Trust
+3.21%
+$4,700 
ETHA iShares Ethereum Trust
+3.06%
+$46,337.75 
AVGO Broadcom Inc.
+2.93%
+$135,115.17 
AMD Advanced Micro Devices, Inc.
+2.76%
+$120,671.19 
SHOP Shopify Inc.
+2.69%
+$6,177.15 
GOOG Alphabet Inc
+2.41%
+$28,673.9 
GOOGL Alphabet Inc
+2.3%
+$172,483.52 
IBIT iShares Bitcoin Trust
+2.05%
+$4,380.6 
AMZN Amazon.com Inc
+2.01%
+$88,371.57 
MSFT Microsoft Corp.
+2%
+$165,938.74 
PLTR Palantir Technologies Inc.
+1.74%
+$51,724.2 
VLO Valero Energy Corporation
+1.66%
+$9,166.98 
COP ConocoPhillips
+1.55%
+$4,336.08 
NOC Northrop Grumman Corporation
+1.55%
+$3,110.8 
RTX RTX Corporation
+1.54%
+$32,912.54 
ANET Arista Networks, Inc.
+1.43%
+$9,167.64 
CVX Chevron Corporation
+1.39%
+$23,356.89 
CRM Salesforce Inc
+1.38%
+$9,145 
WMB The Williams Companies, Inc.
+1.36%
+$4,440.69 
KMI Kinder Morgan, Inc.
+1.13%
+$3,414.21 
XOM Exxon Mobil Corporation
+1%
+$16,550.84 
PWR Quanta Services Inc.
+1%
+$4,867 
META Meta Platforms Inc Class A
+0.88%
+$15,315.93 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$3,524.38 
CEG Constellation Energy Corporation
+0.76%
+$2,375.04 
NOK Nokia Corporation Sponsored ADR
+0.74%
+$5,153.32 
HON Honeywell International Inc.
+0.67%
+$1,506.75 
MMM 3M Company
+0.66%
+$1,661 
NOW ServiceNow, Inc.
+0.61%
+$1,448.37 
NVDA NVIDIA Corporation
+0.6%
+$83,995.78 
REGN Regeneron Pharmaceuticals, Inc.
+0.59%
+$2,324 
VWO Vanguard FTSE Emerging Markets ETF
+0.5%
+$2,153.83 
SCHW Charles Schwab Corporation
+0.32%
+$1,116.8 
RIG Transocean Ltd.
+0.29%
+$585.35 
GLW Corning Incorporated
+0.29%
+$2,163.14 
LMT Lockheed Martin Corporation
+0.29%
+$5,339.22 
QCOM QUALCOMM Incorporated
+0.27%
+$3,540.62 
DUK Duke Energy Corporation
+0.26%
+$837.2 
T AT&T Inc.
+0.23%
+$490.85 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$66,612.79 
AMGN Amgen Inc.
+0.08%
+$282.24 
VRTX Vertex Pharmaceuticals Incorporated
+0.04%
+$220.02 
CNQ Canadian Natural Resources Limited
+0.01%
+$28.41 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.51%
-$39,151.92 
AAPL Apple Inc.
-2.84%
-$419,505.01 
PLUG Plug Power Inc.
-2.07%
-$469.12 
TSLA Tesla, Inc.
-2.07%
-$13,610.25 
UAVS AgEagle Aerial Systems, Inc.
-2.04%
-$178.8 
BA Boeing Company
-2.03%
-$7,173.15 
PEP PepsiCo, Inc.
-1.94%
-$19,505.71 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.88%
-$2,159.87 
EMR Emerson Electric Co.
-1.84%
-$18,142.17 
AMRN Amarin Corporation plc Sponsored ADR
-1.79%
-$10,865.5 
NFLX Netflix, Inc.
-1.75%
-$4,813.98 
LOW Lowe's Companies Inc.
-1.72%
-$6,424.28 
SBUX Starbucks Corporation
-1.71%
-$5,221.33 
CL Colgate-Palmolive Company
-1.69%
-$12,197.33 
NVS Novartis AG Sponsored ADR
-1.64%
-$8,245.44 
HD The Home Depot, Inc.
-1.61%
-$23,326 
CARR Carrier Global Corporation
-1.49%
-$6,215.88 
ADBE Adobe Inc.
-1.45%
-$8,652.6 
CAT Caterpillar Inc.
-1.43%
-$5,027.41 
WMT Walmart Inc.
-1.42%
-$50,626.87 
GIS General Mills, Inc.
-1.34%
-$4,142.22 
IDCC InterDigital, Inc.
-1.32%
-$3,440 
SRE Sempra
-1.3%
-$2,632.8 
AZO AutoZone Inc.
-1.3%
-$5,610.42 
NAK Northern Dynasty Minerals Ltd.
-1.22%
-$3,172 
GERN Geron Corporation
-1.04%
-$306 
RXRX Recursion Pharmaceuticals, Inc.
-1.02%
-$360 
NEE NextEra Energy, Inc.
-0.99%
-$2,478.96 
AEP American Electric Power Company, Inc.
-0.96%
-$2,751.45 
DIS The Walt Disney Company
-0.96%
-$7,645.96 
LLY Eli Lilly and Company
-0.91%
-$2,335.87 
JNJ Johnson & Johnson
-0.86%
-$23,106.62 
TMO Thermo Fisher Scientific Inc.
-0.85%
-$8,626.8 
ETR Entergy Corporation
-0.72%
-$3,475.98 
PG Procter & Gamble Co
-0.71%
-$5,503.01 
SO The Southern Company
-0.64%
-$2,456.47 
XLU Utilities Select Sector SPDR Fund
-0.61%
-$20,279.6 
YUM Yum! Brands, Inc.
-0.56%
-$6,564.52 
PFE Pfizer Inc.
-0.5%
-$1,763.36 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$4,990.96 
PM Philip Morris International Inc.
-0.47%
-$2,262.6 
COST Costco Wholesale Corporation
-0.46%
-$8,676.4 
EFA iShares MSCI EAFE ETF
-0.4%
-$30,994.36 
VZ Verizon Communications Inc.
-0.39%
-$925.14 
ADP Automatic Data Processing Inc.
-0.36%
-$1,786.99 
JPM JPMorgan Chase & Co.
-0.32%
-$4,190.44 
MCD McDonald's Corporation
-0.31%
-$2,497.49 
GILD Gilead Sciences Inc.
-0.3%
-$3,619.48 
XEL Xcel Energy Inc.
-0.3%
-$854.64 
SLB Schlumberger Limited
-0.29%
-$600.62 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.27%
-$22,907.44 
DNP DNP Select Income Fund Inc.
-0.23%
-$530.92 
MDY SPDR S&P MidCap 400 ETF Trust
-0.22%
-$67,536.59 
UL Unilever PLC Sponsored American Depositary Receipt
-0.21%
-$1,777.36 
CSCO Cisco Systems, Inc.
-0.14%
-$2,362.88 
BMY Bristol-Myers Squibb Company
-0.13%
-$710.8 
EW Edwards Lifesciences Corporation
-0.1%
-$245.61 
GLD SPDR Gold Shares
-0.1%
-$212.05 
IWM iShares Russell 2000 ETF
-0.09%
-$18,946.98 
OTIS Otis Worldwide Corporation
-0.06%
-$120.15 
BCPC Balchem Corporation
-0.06%
-$225.22 
SAP SAP SE Sponsored ADR
-0.04%
-$123.78 Events
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Dividends
Dividend Analysis
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| Trades 1743 | Longs Won 1113/1743 63% | Profit Factor 14.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $490,093.39 |
| Average Win $97,036.13 | Best Trade (Jul 22) $12.75M | Sharpe Ratio -11.41 |
| Average Loss -$11,844.73 | Worst Trade (Jul 24) -$576,763.85 | Z-Score 6.95 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 5d | Expectancy $57,681.6 |
| 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 |
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Returns
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FAQ
Which stocks have generated the highest profits for John Nowicki?
The largest contributions to the portfolio's profits come from the following stocks: Strategy Inc - $4M, SPDR S&P 500 ETF Trust - $3.1M, SPDR S&P MidCap 400 ETF Trust - $1.48M, iShares MSCI EAFE ETF - $1.15M, and Palantir Technologies Inc - $1.06M. 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: PayPal Holdings Inc - $773,030.14, 3M Company - $224,698.07, The Trade Desk, Inc. Class A - $214,740.75, Intel Corporation - $193,207.9, and Skyworks Solutions Inc - $126,401.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Nowicki's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.09M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $1.51M, SPDR S&P MidCap 400 ETF Trust - $1.28M, iShares MSCI EAFE ETF - $1.08M, iShares Russell 2000 ETF - $834,516.29, and Vanguard Financials ETF (primary ticker: VFH) - $618,655.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Nowicki's monthly returns?
John Nowicki'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 John Nowicki's strategy be considered aggressive or moderate?
John Nowicki'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 John Nowicki's strategy?
John Nowicki'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.
