NB
Nolan Baker Portfolio
Invests via Retirement Guys Formula LLC | Managed by Nolan Baker
Invests via Retirement Guys Formula LLC
Managed by Nolan Baker
Automatically Tracked
Nolan Baker Profile
Nolan Baker has established himself as a distinguished leader in technology entrepreneurship. With an extensive background in software development and product management, he co-founded multiple startups that have successfully disrupted traditional markets through innovative solutions. His experience extends to venture capital involvement, where he supports emerging tech companies seeking to scale operations. Nolan's ability to leverage strategic partnerships enhances his impact across the entrepreneurial landscape, positioning him as a key player in fostering innovation and driving growth within the industry.
Nolan Baker has established himself as a distinguished leader in technology entrepreneurship. With an extensive background in software development and product management, he co-founded multiple startups that have successfully disrupted traditional markets through innovative solutions. His experience extends to venture capital involvement, where he supports emerging tech companies seeking to scale operations. Nolan's ability to leverage strategic partnerships enhances his impact across the entrepreneurial landscape, positioning him as a key player in fostering innovation and driving growth within the industry.
Investment Philosophy & Strategy
In the rapidly evolving tech landscape, identifying high-potential startups is paramount. Nolan Baker prioritizes investments in transformative technologies with disruptive potential that can redefine existing market paradigms. His deep understanding of software and product development enables him to evaluate innovations critically, fostering scalable ventures that challenge the status quo. By nurturing strategic partnerships, he amplifies the growth trajectories of his portfolio companies while meticulously analyzing their operational dynamics for sustainable success. This entrepreneurial acumen drives a commitment to backing visionary teams ready to reshape industries through pioneering solutions.
In the rapidly evolving tech landscape, identifying high-potential startups is paramount. Nolan Baker prioritizes investments in transformative technologies with disruptive potential that can redefine existing market paradigms. His deep understanding of software and product development enables him to evaluate innovations critically, fostering scalable ventures that challenge the status quo. By nurturing strategic partnerships, he amplifies the growth trajectories of his portfolio companies while meticulously analyzing their operational dynamics for sustainable success. This entrepreneurial acumen drives a commitment to backing visionary teams ready to reshape industries through pioneering 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:
38.77%
Gain +1.39%
Monthly
0.5%
Yearly
6.11%
Drawdown
12.7%
$229.8M
Equity
Holdings
$229.8M
Investment
$190.02M
$68.88M
Profit +$3.47M
Realized
$29.11M
Unrealized
$39.78M
Dividends
$15.34M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.39%
Profit
$3.47M
Win %
74%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$1.89M
Win %
74%
This Month
Compared to last month
Gain
-1.05%
Profit
-$2.44M
Win %
74%
This Year
Compared to last year
Gain
-10.66%
Profit
-$20.56M
Win %
70%
AMAT Applied Materials, Inc.
+11.03%
+$342,624.94 
MU Micron Technology, Inc.
+11%
+$122,311.99 
GALT Galectin Therapeutics Inc.
+10.08%
+$44,894.88 
STRL Sterling Infrastructure, Inc.
+8.63%
+$36,231.6 
IDCC InterDigital, Inc.
+7.75%
+$13,355.93 
ATI ATI Inc.
+7.67%
+$21,420.99 
CRS Carpenter Technology Corporation
+7.41%
+$23,810.93 
NXT Nextracker Inc.
+6.75%
+$15,702.12 
OSIS Osi Systems Inc.
+5.96%
+$10,361 
PANW Palo Alto Networks, Inc.
+5.65%
+$182,335.94 
GD General Dynamics Corporation
+5.39%
+$102,798.48 
NEM Newmont Corporation
+4.91%
+$75,503.68 
ETN Eaton Corporation plc
+4.88%
+$27,281.91 
GEV GE Vernova Inc.
+4.87%
+$103,281.05 
CAT Caterpillar Inc.
+4.66%
+$100,527 
AVEM Avantis Emerging Markets Equity ETF
+4.58%
+$201,064.89 
TSLA Tesla, Inc.
+4.47%
+$17,298.84 
NVS Novartis AG Sponsored ADR
+3.86%
+$49,234.72 
EVR Evercore Inc.
+3.78%
+$8,931.78 
GILD Gilead Sciences Inc.
+3.75%
+$96,215.26 
AVGO Broadcom Inc.
+3.68%
+$82,843.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$22,482.37 
CMI Cummins Inc.
+3.4%
+$77,433.3 
VGT Vanguard Information Technology ETF
+3.38%
+$75,331.2 
QQQ Invesco QQQ Trust, Series 1
+3.37%
+$208,791.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.29%
+$103,740.8 
AAAU Goldman Sachs Physical Gold ETF
+3.19%
+$60,102.02 
ARKK ARK Innovation ETF Fund
+3.19%
+$7,535.21 
JIVE JPMorgan International Value ETF
+2.96%
+$115,002.24 
FIVE Five Below, Inc.
+2.95%
+$5,995.03 
ANET Arista Networks, Inc.
+2.8%
+$63,274.15 
EZBC Franklin Bitcoin ETF
+2.73%
+$27,809.92 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.62%
+$102,859.92 
LLY Eli Lilly and Company
+2.58%
+$94,542.1 
COF Capital One Financial Corporation
+2.5%
+$4,890.55 
NVDA NVIDIA Corporation
+2.5%
+$76,175 
VB Vanguard Small-Cap ETF
+2.49%
+$48,085.85 
IJR iShares Core S&P Small-Cap ETF
+2.37%
+$51,883.46 
HSY The Hershey Company
+2.36%
+$25,584.4 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$35,376.17 
HD The Home Depot, Inc.
+2.31%
+$41,115.84 
MLI Mueller Industries Inc.
+2.21%
+$5,577.2 
APH Amphenol Corporation
+2.19%
+$44,340.22 
QYLD Global X Nasdaq 100 Covered Call ETF
+1.96%
+$5,721.14 
MGK Vanguard Mega Cap Growth ETF
+1.95%
+$23,314.7 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+1.93%
+$6,294.4 
EXEL Exelixis Inc.
+1.92%
+$5,244.93 
DFAU Dimensional US Core Equity Market ETF
+1.89%
+$30,561.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.87%
+$11,178.85 
VO Vanguard Mid-Cap ETF
+1.84%
+$85,582.64 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$73,468.32 
VUG Vanguard Growth ETF
+1.78%
+$40,390.92 
IVV iShares Core S&P 500 ETF
+1.78%
+$14,633.52 
SCHX Schwab U.S. Large-Cap ETF
+1.73%
+$6,426.59 
VTV Vanguard Value ETF
+1.7%
+$32,552.82 
DFLV Dimensional US Large Cap Value ETF
+1.67%
+$27,535.3 
MRK Merck & Co., Inc.
+1.66%
+$36,279.61 
EWBC East West Bancorp Inc.
+1.56%
+$4,091.74 
IJAN Innovator International Developed Power Buffer ETF - January
+1.53%
+$16,822.98 
CART Maplebear Inc.
+1.53%
+$3,972.78 
AMZN Amazon.com Inc
+1.48%
+$43,013.05 
AIT Applied Industrial Technologies Inc.
+1.47%
+$4,190.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.46%
+$32,119.2 
AAPL Apple Inc.
+1.44%
+$76,647.44 
AX Axos Financial Inc.
+1.41%
+$3,166.03 
IBM International Business Machines Corporation
+1.38%
+$5,861.27 
ACIW ACI Worldwide, Inc.
+1.21%
+$2,862.53 
BLV Vanguard Long-Term Bond ETF
+1.2%
+$9,087.25 
NBIX Neurocrine Biosciences Inc.
+1.18%
+$3,288.9 
HEGD Swan Hedged Equity US Large Cap Fund
+1.17%
+$88,186.18 
HCI HCI Group, Inc.
+1.14%
+$2,478.48 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+1.07%
+$6,034.23 
SCHD Schwab U.S. Dividend Equity ETF
+1.02%
+$13,413.51 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
+1%
+$6,817.24 
FTI TechnipFMC plc
+1%
+$2,855.3 
JEPI JPMorgan Equity Premium Income Fund
+0.99%
+$43,705.2 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.99%
+$2,193.17 
MCD McDonald's Corporation
+0.97%
+$12,145.81 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.95%
+$14,545.8 
UTHR United Therapeutics Corporation
+0.92%
+$2,320.01 
PSFF Pacer Swan SOS Fund of Funds
+0.81%
+$3,633.85 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.81%
+$30,156.8 
ABT Abbott Laboratories
+0.77%
+$7,536.87 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.72%
+$13,522.43 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.72%
+$3,608.64 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
+0.67%
+$9,131.11 
BTI British American Tobacco p.l.c. ADR
+0.66%
+$8,040.87 
JCPB JPMorgan Core Plus Bond ETF
+0.61%
+$7,950.36 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.6%
+$7,885.85 
VZ Verizon Communications Inc.
+0.6%
+$2,801.12 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.59%
+$1,664.82 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.58%
+$11,883.3 
FVD First Trust Value Line Dividend Index Fund
+0.48%
+$15,138.37 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$1,820.53 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.42%
+$1,024.62 
NATH Nathan's Famous Inc.
+0.38%
+$4,635.55 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
+0.36%
+$1,750.03 
ABBV AbbVie Inc.
+0.33%
+$781.5 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$553.84 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.26%
+$895.37 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$548.53 
HALO Halozyme Therapeutics Inc.
+0.24%
+$541.79 
JNJ Johnson & Johnson
+0.24%
+$8,980.19 
LMBS First Trust Low Duration Opportunities ETF
+0.15%
+$411.07 
GOOG Alphabet Inc
+0.13%
+$3,746.16 
CPRX Catalyst Pharmaceuticals Inc.
+0.11%
+$336.91 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$297.5 
DTE DTE Energy Company
+0.1%
+$1,592.31 
TJX The TJX Companies, Inc.
+0.09%
+$2,072.51 
AEP American Electric Power Company, Inc.
+0.09%
+$1,201.09 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
+0.07%
+$877.21 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$8,385.97 
SHV iShares Short Treasury Bond ETF
+0.01%
+$27.95 
ABC AmerisourceBergen Corporation
0%
$0 
AZN
0%
$0 
CHWY Chewy Inc.
-5.88%
-$10,175.5 
NOW ServiceNow, Inc.
-2.65%
-$51,984.57 
XOM Exxon Mobil Corporation
-2.63%
-$6,165.72 
EOG EOG Resources, Inc.
-2.56%
-$60,035.57 
MO Altria Group, Inc.
-2.27%
-$35,450.96 
WM Waste Management, Inc.
-2.16%
-$27,756.55 
CBOE Cboe Global Markets Inc.
-2.09%
-$45,473.4 
CVX Chevron Corporation
-1.94%
-$4,874.49 
MGY Magnolia Oil & Gas Corp.
-1.91%
-$4,757.28 
XLE Energy Select Sector SPDR Fund
-1.85%
-$5,329.8 
CTA Simplify Managed Futures Strategy ETF
-1.85%
-$39,941.64 
MSFT Microsoft Corp.
-1.83%
-$40,197.19 
COKE Coca-Cola Consolidated Inc.
-1.62%
-$4,237.7 
IRT Independence Realty Trust Inc.
-1.15%
-$2,432.82 
DOCS Doximity Inc.
-1.04%
-$1,826.37 
KO The Coca-Cola Company
-0.96%
-$16,962.96 
V Visa Inc. Class A
-0.94%
-$18,537.48 
NFLX Netflix, Inc.
-0.9%
-$21,898.82 
ATO Atmos Energy Corporation
-0.55%
-$6,545.34 
BP BP p.l.c. Sponsored ADR
-0.54%
-$985.78 
DUK Duke Energy Corporation
-0.46%
-$6,361.78 
SO The Southern Company
-0.44%
-$6,135.61 
PEGA Pegasystems Inc.
-0.41%
-$702.67 
DT Dynatrace, Inc.
-0.41%
-$948.09 
META Meta Platforms Inc Class A
-0.38%
-$7,826.99 
CL Colgate-Palmolive Company
-0.37%
-$4,748.62 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.33%
-$3,473.76 
PEP PepsiCo, Inc.
-0.28%
-$7,817.4 
UNH UnitedHealth Group Incorporated
-0.27%
-$1,120.89 
WMT Walmart Inc.
-0.27%
-$8,474.56 
MCK McKesson Corporation
-0.24%
-$2,096.27 
PG Procter & Gamble Co
-0.21%
-$3,654.32 
ETR Entergy Corporation
-0.2%
-$2,658.37 
NEE NextEra Energy, Inc.
-0.19%
-$2,396.8 
XLP Consumer Staples Select Sector SPDR Fund
-0.13%
-$3,193.08 
MWA Mueller Water Products Inc.
-0.08%
-$155.02 
CASY Casey's General Stores Inc.
-0.04%
-$749.21 
T AT&T Inc.
-0.02%
-$62.2 
DTM Dt Midstream Inc.
-0.01%
-$102.57 Events
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Dividends
Dividend Analysis
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| Trades 2250 | Longs Won 1327/2250 58% | Profit Factor 3.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $152,365.62 |
| Average Win $70,966.89 | Best Trade (Mar 31) $2.04M | Sharpe Ratio -14.06 |
| Average Loss -$27,399.85 | Worst Trade (Dec 30) -$2.24M | Z-Score 0.77 (56.13%) |
| Commissions $0 | Avg. Trade Length 1y 4m 6d | Expectancy $30,614.66 |
| 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 | 8,403 | 7,563 | 6,723 | 5,882 | 5,042 | 4,202 | 3,361 | 2,521 | 1,681 | 840 |
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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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