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:
51.29%
Gain -0.16%
Monthly
0.74%
Yearly
9.33%
Drawdown
15.84%
$236.36M
Equity
Holdings
$236.36M
Investment
$193.4M
$71.54M
Profit -$341,834.83
Realized
$28.58M
Unrealized
$42.97M
Dividends
$15.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$341,834.83
Win %
77%
This Week
Compared To Last Week
Gain
0.12%
Profit
$284,322.14
Win %
77%
This Month
Compared to last month
Gain
-0.51%
Profit
-$1.21M
Win %
77%
This Year
Compared to last year
Gain
8.54%
Profit
$18.59M
Win %
72%
CHWY Chewy Inc.
+5.02%
+$9,093 
MSFT Microsoft Corp.
+2.15%
+$46,864.51 
GEV GE Vernova Inc.
+2.07%
+$53,647.92 
CART Maplebear Inc.
+2.03%
+$5,864.58 
AVGO Broadcom Inc.
+1.98%
+$44,354.75 
MU Micron Technology, Inc.
+1.95%
+$20,587.97 
CBOE Cboe Global Markets Inc.
+1.85%
+$36,450.9 
STRL Sterling Infrastructure, Inc.
+1.83%
+$6,354.7 
NATH Nathan's Famous Inc.
+1.52%
+$17,768.2 
GOOG Alphabet Inc
+1.52%
+$42,756 
NOW ServiceNow, Inc.
+1.48%
+$28,254.51 
EZBC Franklin Bitcoin ETF
+1.43%
+$15,117.19 
NBIX Neurocrine Biosciences Inc.
+1.24%
+$3,669.72 
CVX Chevron Corporation
+1.21%
+$2,985.47 
HCI HCI Group, Inc.
+1.14%
+$2,720.94 
AMZN Amazon.com Inc
+1.12%
+$33,630.6 
DOCS Doximity Inc.
+1.02%
+$1,913.34 
ABT Abbott Laboratories
+0.99%
+$10,923 
CASY Casey's General Stores Inc.
+0.85%
+$14,863.5 
EOG EOG Resources, Inc.
+0.85%
+$19,983.99 
CTA Simplify Managed Futures Strategy ETF
+0.83%
+$16,642.35 
T AT&T Inc.
+0.8%
+$2,177.18 
TJX The TJX Companies, Inc.
+0.79%
+$16,379.48 
FIVE Five Below, Inc.
+0.74%
+$1,568.89 
DUK Duke Energy Corporation
+0.71%
+$9,933.29 
XOM Exxon Mobil Corporation
+0.7%
+$1,617.72 
COKE Coca-Cola Consolidated Inc.
+0.68%
+$1,681.41 
DT Dynatrace, Inc.
+0.68%
+$1,723.8 
KO The Coca-Cola Company
+0.67%
+$11,589.6 
V Visa Inc. Class A
+0.67%
+$14,744.38 
MO Altria Group, Inc.
+0.6%
+$9,503.42 
GD General Dynamics Corporation
+0.53%
+$10,912.2 
XLE Energy Select Sector SPDR Fund
+0.48%
+$1,357.12 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.42%
+$4,342.2 
ANET Arista Networks, Inc.
+0.41%
+$10,272.72 
PSFF Pacer Swan SOS Fund of Funds
+0.39%
+$1,783.89 
ETN Eaton Corporation plc
+0.39%
+$2,324.4 
BP BP p.l.c. Sponsored ADR
+0.26%
+$471.46 
NVDA NVIDIA Corporation
+0.23%
+$7,160.6 
HSY The Hershey Company
+0.21%
+$2,206.08 
NJAN Innovator Growth 100 Power Buffer ETF - January
+0.16%
+$365.08 
IBM International Business Machines Corporation
+0.14%
+$468.9 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.14%
+$5,413.68 
VGT Vanguard Information Technology ETF
+0.12%
+$2,577.16 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
+0.11%
+$1,557.3 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$6,524.74 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$297.5 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.1%
+$234.2 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.08%
+$1,599.67 
ATI ATI Inc.
+0.05%
+$137.07 
VUG Vanguard Growth ETF
+0.04%
+$813.24 
AVEM Avantis Emerging Markets Equity ETF
+0.03%
+$1,205.42 
SHV iShares Short Treasury Bond ETF
+0.01%
+$18.44 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.01%
+$86.84 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MGY Magnolia Oil & Gas Corp.
-6.42%
-$15,708 
GALT Galectin Therapeutics Inc.
-4.19%
-$32,735.85 
TSLA Tesla, Inc.
-2.97%
-$11,458.2 
PANW Palo Alto Networks, Inc.
-2.79%
-$122,865.24 
NXT Nextracker Inc.
-2.78%
-$5,960.99 
NVS Novartis AG Sponsored ADR
-2.74%
-$36,312.22 
LLY Eli Lilly and Company
-2.74%
-$104,361.27 
AZN AstraZeneca PLC American Depositary Shares
-2.6%
-$27,591.15 
MRK Merck & Co., Inc.
-2.42%
-$56,618.07 
EVR Evercore Inc.
-2.3%
-$5,454.84 
AAPL Apple Inc.
-2.14%
-$130,172.9 
ACIW ACI Worldwide, Inc.
-2.07%
-$6,481.2 
NFLX Netflix, Inc.
-2%
-$40,838.34 
AX Axos Financial Inc.
-1.94%
-$4,905.45 
WMT Walmart Inc.
-1.79%
-$54,025.32 
CAT Caterpillar Inc.
-1.76%
-$39,166.66 
HD The Home Depot, Inc.
-1.71%
-$32,361.29 
JNJ Johnson & Johnson
-1.66%
-$66,013.61 
MWA Mueller Water Products Inc.
-1.53%
-$3,022.89 
DTE DTE Energy Company
-1.52%
-$24,709.5 
PEGA Pegasystems Inc.
-1.46%
-$2,446.35 
CMI Cummins Inc.
-1.45%
-$34,053.37 
COR Cencora, Inc.
-1.24%
-$36,255.86 
MCK McKesson Corporation
-1.22%
-$11,546.3 
PEP PepsiCo, Inc.
-1.2%
-$32,050.52 
UTHR United Therapeutics Corporation
-1.18%
-$2,937.12 
ETR Entergy Corporation
-1.15%
-$15,359.5 
CL Colgate-Palmolive Company
-1.12%
-$14,742 
OSIS Osi Systems Inc.
-1.02%
-$1,737.46 
UNH UnitedHealth Group Incorporated
-0.99%
-$4,320.56 
HALO Halozyme Therapeutics Inc.
-0.93%
-$2,294.64 
IDCC InterDigital, Inc.
-0.87%
-$1,541.34 
DTM Dt Midstream Inc.
-0.86%
-$12,821.25 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.84%
-$2,487.45 
SO The Southern Company
-0.84%
-$11,972 
NEE NextEra Energy, Inc.
-0.83%
-$11,085.2 
AEP American Electric Power Company, Inc.
-0.82%
-$11,901.71 
GILD Gilead Sciences Inc.
-0.8%
-$22,601.61 
IRT Independence Realty Trust Inc.
-0.78%
-$1,621.88 
AMAT Applied Materials, Inc.
-0.75%
-$24,750 
DFAS Dimensional U.S. Small Cap ETF
-0.7%
-$11,109.87 
EXEL Exelixis Inc.
-0.7%
-$2,025.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.69%
-$4,308 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.67%
-$25,633.36 
IJR iShares Core S&P Small-Cap ETF
-0.65%
-$15,060.41 
VB Vanguard Small-Cap ETF
-0.65%
-$12,921.6 
BLV Vanguard Long-Term Bond ETF
-0.62%
-$4,683 
COF Capital One Financial Corporation
-0.62%
-$1,417.7 
PG Procter & Gamble Co
-0.56%
-$9,901.92 
BTI British American Tobacco p.l.c. ADR
-0.56%
-$6,948.9 
FVD First Trust Value Line Dividend Index Fund
-0.52%
-$17,112.94 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.52%
-$1,721.12 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$6,909.99 
NEM Newmont Corporation
-0.51%
-$7,624.96 
CRS Carpenter Technology Corporation
-0.47%
-$1,620.96 
VTV Vanguard Value ETF
-0.46%
-$9,145.55 
EWBC East West Bancorp Inc.
-0.45%
-$1,230.6 
APH Amphenol Corporation
-0.44%
-$8,935.74 
ABBV AbbVie Inc.
-0.41%
-$1,099.31 
XLP Consumer Staples Select Sector SPDR Fund
-0.41%
-$10,159.8 
DFLV Dimensional US Large Cap Value ETF
-0.39%
-$6,566.11 
VO Vanguard Mid-Cap ETF
-0.39%
-$18,552.88 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$11,442 
ARKK ARK Innovation ETF Fund
-0.36%
-$873.18 
JIVE JPMorgan International Value ETF
-0.36%
-$14,213.76 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$14,303.52 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.31%
-$4,848.6 
IJAN Innovator International Developed Power Buffer ETF - January
-0.3%
-$3,391.16 
DFAU Dimensional US Core Equity Market ETF
-0.28%
-$4,689.3 
MLI Mueller Industries Inc.
-0.27%
-$611.2 
HEGD Swan Hedged Equity US Large Cap Fund
-0.26%
-$20,239.45 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$739.92 
JCPB JPMorgan Core Plus Bond ETF
-0.26%
-$3,347.52 
SCHX Schwab U.S. Large-Cap ETF
-0.24%
-$908.81 
AAAU Goldman Sachs Physical Gold ETF
-0.23%
-$4,209.48 
VZ Verizon Communications Inc.
-0.22%
-$950.38 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$1,299.5 
ATO Atmos Energy Corporation
-0.2%
-$2,463.3 
IVV iShares Core S&P 500 ETF
-0.18%
-$1,536.77 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.17%
-$608.86 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$7,102.39 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.16%
-$815.99 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
-0.16%
-$1,103.48 
AIT Applied Industrial Technologies Inc.
-0.14%
-$419.06 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.13%
-$775.25 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.12%
-$2,676.6 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$206.08 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$348.62 
WM Waste Management, Inc.
-0.08%
-$1,087.37 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$158.78 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.07%
-$901.24 
MGK Vanguard Mega Cap Growth ETF
-0.07%
-$842.7 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
-0.04%
-$461.72 
MCD McDonald's Corporation
-0.03%
-$355.96 
FTI TechnipFMC plc
-0.03%
-$81.58 
META Meta Platforms Inc Class A
-0.03%
-$571.84 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
-0.03%
-$120.36 
LMBS First Trust Low Duration Opportunities ETF
-0.02%
-$54.81 Events
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Dividends
Dividend Analysis
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| Trades 2250 | Longs Won 1345/2250 59% | Profit Factor 3.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $155,638.43 |
| Average Win $72,725.27 | Best Trade (Mar 31) $2.04M | Sharpe Ratio -11.68 |
| Average Loss -$29,030.74 | Worst Trade (Dec 30) -$2.24M | Z-Score 2.7 (99.3%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 2d | Expectancy $31,796.74 |
| 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 | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Nolan Baker?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap Growth ETF - $5.64M, Pacer Swan SOS Fund of Funds - $4.43M, Goldman Sachs Physical Gold ETF - $2.58M, JPMorgan Equity Premium Income Fund - $2.2M, and Broadcom Inc - $1.74M. 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: Pathward Financial, Inc - $2.25M, UnitedHealth Group Incorporated - $1.07M, iShares Core MSCI International Developed Markets ETF (IDEV) - $858,460.01, First Trust Low Duration Opportunities ETF - $521,334.23, and Elevance Health, Inc - $481,974.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nolan Baker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.8M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.87M, abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF - $983,380.7, JPMorgan Ultra-Short Income ETF - $598,401.74, JPMorgan Nasdaq Equity Premium Income ETF - $494,969.83, and Consumer Staples Select Sector SPDR Fund - $344,702.54. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nolan Baker's monthly returns?
Nolan Baker's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Nolan Baker's strategy be considered aggressive or moderate?
Nolan Baker's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Nolan Baker's strategy?
Nolan Baker's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
