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:
68.33%
Gain -0.26%
Monthly
0.72%
Yearly
9%
Drawdown
15.93%
$269.71M
Equity
Holdings
$269.71M
Investment
$222.54M
$73.83M
Profit -$477,766.83
Realized
$26.67M
Unrealized
$47.17M
Dividends
$17.11M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$477,766.83
Win %
76%
This Week
Compared To Last Week
Gain
0.13%
Profit
$343,479.37
Win %
76%
This Month
Compared to last month
Gain
1.18%
Profit
$3.16M
Win %
76%
This Year
Compared to last year
Gain
1.45%
Profit
$3.89M
Win %
72%
PANW Palo Alto Networks, Inc.
+6.53%
+$285,137.06 
FTI TechnipFMC plc
+5.17%
+$14,714.84 
EOG EOG Resources, Inc.
+4.29%
+$119,191.92 
MGY Magnolia Oil & Gas Corporation Class A Common Stock
+4.23%
+$9,616.09 
MU Micron Technology Inc.
+3.47%
+$22,751.11 
CBOE Cboe Global Markets Inc.
+3.27%
+$83,972.98 
XLE State Street Energy Select Sector SPDR ETF
+3.08%
+$10,320.96 
XOM ExxonMobil Holdings Corporation
+2.88%
+$7,658.6 
CVX Chevron Corporation
+2.86%
+$8,073.57 
CTA Simplify Managed Futures Strategy ETF
+2.36%
+$55,019.32 
ANET Arista Networks Inc.
+2.12%
+$55,368.21 
DTM DT Midstream, Inc.
+1.72%
+$23,389.87 
AMAT Applied Materials Inc.
+1.58%
+$36,675.86 
APH Amphenol Corp. Class A Common Stock
+1.55%
+$66,746.84 
SOXQ Invesco PHLX Semiconductor ETF
+1.21%
+$15,087.84 
AVGO Broadcom Inc.
+0.97%
+$19,825.48 
VGT Vanguard Information Technology ETF
+0.9%
+$19,921.89 
HALO Halozyme Therapeutics Inc.
+0.82%
+$3,368.04 
MSFT Microsoft Corporation Common Stock
+0.82%
+$25,935.98 
TSLA Tesla, Inc.
+0.54%
+$1,632.13 
QQQ Invesco QQQ Trust, Series 1
+0.52%
+$33,709.06 
QQQI NEOS Nasdaq-100 High Income ETF
+0.52%
+$1,824.08 
DY Dycom Industries, Inc.
+0.47%
+$531.06 
ABT Abbott Laboratories
+0.45%
+$6,153.35 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.45%
+$17,538.3 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.41%
+$1,243.72 
AVEM Avantis Emerging Markets Equity ETF
+0.34%
+$14,437.5 
NJAN Innovator Growth-100 Power Buffer ETF - January
+0.3%
+$692.46 
MGK Vanguard Mega Cap Growth ETF
+0.21%
+$2,648.25 
NVDA NVIDIA Corporation
+0.21%
+$7,156 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.14%
+$6,675.7 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.13%
+$2,581.8 
EZBC Franklin Bitcoin ETF
+0.11%
+$1,491.2 
PAPR Innovator U.S. Equity Power Buffer ETF - April
+0.09%
+$228.88 
VUG Vanguard Morningstar Growth ETF
+0.09%
+$1,475.76 
NATH Nathan's Famous Inc.
+0.09%
+$1,198.35 
ETN Eaton Corporation plc
+0.09%
+$482.58 
NOW ServiceNow Inc.
+0.08%
+$2,490.36 
SIXJ AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
+0.07%
+$924.35 
WM Waste Management Inc.
+0.05%
+$679.41 
ABBV AbbVie Inc.
+0.04%
+$116.71 
IBM International Business Machines Corporation
+0.04%
+$142.02 
UJUL Innovator U.S. Equity Ultra Buffer ETF - July
+0.02%
+$120.36 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.01%
+$200.38 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
+$0.55 
T AT&T Inc.
-5.52%
-$15,139.07 
GALT Galectin Therapeutics Inc.
-3.7%
-$26,381.62 
TXRH Texas Roadhouse Inc.
-3.67%
-$7,874 
NEM Newmont Corporation
-3.55%
-$75,933.45 
CL Colgate-Palmolive Co.
-3.21%
-$49,288.11 
STRL Sterling Infrastructure, Inc.
-2.93%
-$5,481.84 
HSY The Hershey Company Common Stock
-2.74%
-$32,895.03 
HD The Home Depot, Inc.
-2.71%
-$56,015.1 
COKE Coca-Cola Consolidated Inc.
-2.56%
-$7,496.5 
PEP PepsiCo, Inc.
-2.51%
-$75,670.18 
YETI YETI Holdings, Inc.
-2.46%
-$5,405.47 
CRS Carpenter Technology Corporation
-2.45%
-$4,195.77 
KO The Coca-Cola Company
-2.19%
-$46,897.9 
ATI ATI Inc.
-2.17%
-$5,269.44 
CAT Caterpillar Inc.
-2.03%
-$38,148.45 
PG The Procter & Gamble Company
-1.99%
-$41,299.42 
BTI British American Tobacco plc ADR
-1.98%
-$26,182.45 
LLY Eli Lilly and Company
-1.85%
-$85,190.06 
MCD McDonald's Corporation
-1.8%
-$21,903.7 
MRK Merck & Co., Inc.
-1.73%
-$50,251.56 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.68%
-$45,020.65 
VZ Verizon Communications Inc.
-1.64%
-$7,389.64 
JNJ Johnson & Johnson
-1.62%
-$73,662.9 
IRT Independence Realty Trust, Inc.
-1.61%
-$3,056.62 
FTDR Frontdoor Inc.
-1.6%
-$5,052.18 
ACIW ACI Worldwide, Inc.
-1.59%
-$4,841.95 
MO Altria Group, Inc.
-1.47%
-$25,776.8 
IDCC InterDigital Inc.
-1.36%
-$3,258.92 
ANF Abercrombie & Fitch Co. Class A Common Stock
-1.34%
-$11,125.64 
CART Maplebear Inc. Common Stock
-1.32%
-$4,109.92 
V Visa Inc. Class A
-1.26%
-$35,242.97 
CASY Casey's General Stores, Inc.
-1.19%
-$13,025.31 
TJX The TJX Companies, Inc.
-1.17%
-$24,792.08 
NBIX Neurocrine Biosciences, Inc.
-1.12%
-$2,757.91 
EXEL Exelixis Inc.
-1.09%
-$3,680.64 
NVS Novartis AG Sponsored ADR
-1.08%
-$16,036.41 
HCI HCI Group, Inc.
-1.05%
-$3,019.29 
COF Capital One Financial Corp.
-0.99%
-$2,215.94 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$12,065.76 
COR Cencora Inc.
-0.97%
-$35,736.8 
AEP American Electric Power Company, Inc.
-0.93%
-$13,643.96 
DTE DTE Energy Company
-0.92%
-$14,269.1 
EVR Evercore Inc. Class A Common Stock
-0.88%
-$1,552.32 
FVD First Trust Value Line Dividend Index Fund
-0.86%
-$30,179.87 
AIT Applied Industrial Technologies Inc.
-0.82%
-$2,395.92 
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
-0.77%
-$31,713.37 
WMT Walmart Inc.
-0.76%
-$26,315.4 
AAAU Goldman Sachs Physical Gold ETF
-0.74%
-$11,138.32 
IGLD FT Vest Gold Strategy Target Income ETF
-0.71%
-$20,008.52 
FEZ State Street SPDR EURO STOXX 50 ETF
-0.71%
-$9,106.58 
UTHR United Therapeutics Corporation
-0.67%
-$1,790.83 
DUK Duke Energy Corporation
-0.62%
-$9,226.37 
GD General Dynamics Corp.
-0.6%
-$13,022.98 
SO The Southern Company
-0.6%
-$8,930.32 
NFLX Netflix Inc.
-0.58%
-$11,592.88 
ETR Entergy Corporation Common Stock
-0.58%
-$7,910.28 
ATO Atmos Energy Corporation
-0.57%
-$7,520.04 
META Meta Platforms Inc Class A
-0.5%
-$12,521.58 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.49%
-$7,680.14 
DT Dynatrace Inc.
-0.46%
-$1,677.65 
AMZN Amazon.com Inc
-0.45%
-$14,086.24 
JEPI JPMorgan Equity Premium Income ETF
-0.45%
-$21,300.15 
IJAN Innovator International Developed Power Buffer ETF - January
-0.4%
-$3,963.33 
VTV Vanguard Morningstar Value ETF
-0.4%
-$8,189.19 
SCHV Schwab U.S. Large-Cap Value ETF
-0.38%
-$9,504.04 
NXT Nextpower Inc. Class A Common Stock
-0.37%
-$602.91 
NEE NextEra Energy Inc.
-0.37%
-$5,110.58 
DFAS Dimensional U.S. Small Cap ETF
-0.37%
-$5,484.48 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.36%
-$22,413.22 
BLV Vanguard Long-Term Bond ETF
-0.36%
-$2,703.44 
BRK-B Berkshire Hathaway Inc.
-0.33%
-$1,028.08 
JIVE JPMorgan International Value ETF
-0.33%
-$13,363.04 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
-0.32%
-$3,895.32 
SCHD Schwab U.S. Dividend Equity ETF
-0.31%
-$4,497.68 
VB Vanguard Small-Cap ETF
-0.31%
-$6,026.19 
DFLV Dimensional US Large Cap Value ETF
-0.28%
-$4,631.28 
VEA Vanguard FTSE Developed Markets ETF
-0.27%
-$1,885.75 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.25%
-$10,919.28 
IJR iShares Core S&P Small-Cap ETF
-0.25%
-$5,573.59 
AX Axos Financial, Inc.
-0.25%
-$588.8 
KOCT Innovator U.S. Small Cap Power Buffer ETF - October
-0.23%
-$1,618.63 
ITRI Itron, Inc.
-0.23%
-$474.65 
VXUS Vanguard Total International Stock ETF
-0.22%
-$6,692.94 
DFAU Dimensional U.S. Core Equity Market ETF
-0.19%
-$3,126.9 
JCPB JPMorgan Core Plus Bond ETF
-0.17%
-$2,121.45 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.16%
-$2,064.82 
AYI Acuity Inc.
-0.15%
-$350.88 
GOOG Alphabet Inc
-0.14%
-$3,730.4 
MWA Mueller Water Products Inc. Class A
-0.14%
-$241.65 
GILD Gilead Sciences Inc.
-0.13%
-$4,927 
GEV GE Vernova Inc.
-0.13%
-$2,575.49 
EWBC East West Bancorp Inc.
-0.13%
-$353.24 
MCK McKesson Corporation
-0.12%
-$1,616.4 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.12%
-$231.84 
UNH UnitedHealth Group Inc.
-0.11%
-$449.76 
IVV iShares Core S&P 500 ETF
-0.11%
-$983.95 
SCHX Schwab U.S. Large-Cap ETF
-0.1%
-$387.7 
SPY State Street SPDR S&P 500 ETF Trust
-0.1%
-$4,452.2 
HEGD Swan Hedged Equity US Large Cap ETF
-0.1%
-$7,570.76 
VTI Vanguard Total Stock Market ETF
-0.09%
-$585.22 
AAPL Apple Inc.
-0.08%
-$5,080.86 
IAGG iShares Core International Aggregate Bond ETF
-0.07%
-$268.2 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$185.18 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$183.1 
VWO Vanguard FTSE Emerging Markets ETF
-0.06%
-$878.78 
KJAN Innovator U.S. Small Cap Power Buffer ETF - January
-0.06%
-$278.57 
GAPR FT Vest U.S. Equity Moderate Buffer ETF - April
-0.05%
-$272.25 
CMI Cummins Inc.
-0.04%
-$754.11 
PSFF Pacer Swan SOS Fund of Funds ETF
-0.03%
-$219.91 
ARKK ARK Innovation ETF
-0.02%
-$227.78 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$3,067.92 
PJUL Innovator U.S. Equity Power Buffer ETF - July
-0.01%
-$35.81 Events
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Dividends
Dividend Analysis
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| Trades 2401 | Longs Won 1466/2401 61% | Profit Factor 3.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $159,505.11 |
| Average Win $70,824.76 | Best Trade (Oct 14) $2.77M | Sharpe Ratio -11.51 |
| Average Loss -$32,082.11 | Worst Trade (Dec 30) -$2.24M | Z-Score 3.59 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 6d | Expectancy $30,750.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,403 | 7,563 | 6,723 | 5,882 | 5,042 | 4,202 | 3,361 | 2,521 | 1,681 | 840 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 37,757 | $1.17M | $1.49M | - | $320,934.5 | 27.53% | -0.744% |
| AAPL Apple Inc. | 18,818 | $3.35M | $6.55M | - | $3.2M | 95.4% | -0.078% |
| ABBV AbbVie Inc. | 1,061 | $242,918.47 | $302,703.3 | - | $59,784.83 | 24.61% | +0.039% |
| ABT Abbott Laboratories | 13,233 | $1.55M | $1.36M | - | -$191,491.46 | -12.32% | +0.454% |
| ACIW ACI Worldwide, Inc. | 5,410 | $221,914.95 | $299,145.95 | - | $77,231 | 34.8% | -1.593% |
| AEP American Electric Power Company, Inc. | 11,276 | $1.06M | $1.46M | - | $398,761.48 | 37.59% | -0.926% |
| AIT Applied Industrial Technologies Inc. | 911 | $204,540.71 | $288,577.47 | - | $84,036.76 | 41.09% | -0.823% |
| AMAT Applied Materials Inc. | 6,164 | $995,343.15 | $2.35M | - | $1.36M | 136.28% | +1.584% |
| AMZN Amazon.com Inc | 12,577 | $2.22M | $3.13M | - | $916,767.42 | 41.33% | -0.447% |
| ANET Arista Networks Inc. | 15,232 | $1.66M | $2.66M | - | $1M | 60.4% | +2.125% |
| ANF Abercrombie & Fitch Co. Class A Common Stock | 5,127 | $464,608.74 | $816,833.64 | - | $352,224.9 | 75.81% | -1.344% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 45,885 | $1.26M | $1.26M | - | $2,105.12 | 0.17% | -0.163% |
| APH Amphenol Corp. Class A Common Stock | 59,068 | $1.93M | $4.38M | - | $2.46M | 127.42% | +1.546% |
| ARKK ARK Innovation ETF | 11,389 | $886,159.26 | $932,075.76 | - | $45,916.5 | 5.18% | -0.024% |
| ATI ATI Inc. | 1,497 | $217,753.62 | $237,005.04 | - | $19,251.42 | 8.84% | -2.175% |
| ATO Atmos Energy Corporation | 7,596 | $1.3M | $1.31M | - | $13,617.02 | 1.05% | -0.569% |
| AVEM Avantis Emerging Markets Equity ETF | 48,125 | $3.61M | $4.21M | - | $598,193.75 | 16.55% | +0.344% |
| AVGO Broadcom Inc. | 6,334 | $2.11M | $2.07M | - | -$43,534.63 | -2.06% | +0.968% |
| AX Axos Financial, Inc. | 2,560 | $196,077.82 | $236,288 | - | $40,210.18 | 20.51% | -0.249% |
| AYI Acuity Inc. | 731 | $275,338.46 | $231,544.25 | - | -$43,794.21 | -15.91% | -0.151% |
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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 - $5.65M, Pacer Swan SOS Fund of Funds ETF - $4.43M, Goldman Sachs Physical Gold ETF - $2.66M, JPMorgan Equity Premium Income ETF - $2.24M, and Broadcom Inc - $1.75M. 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 Inc - $1.06M, iShares Core MSCI International Developed Markets ETF - $858,730.35, First Trust Tactical High Yield ETF - $631,118.25, and First Trust Low Duration Opportunities ETF - $518,538.28. 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 $17.11M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income ETF - $1.91M, abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF - $983,380.7, JPMorgan Ultra-Short Income ETF - $689,705.24, JPMorgan Nasdaq Equity Premium Income ETF - $584,639.63, and FT Vest S&P 500 Dividend Aristocrats Target Income ETF - $408,637.93. 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.
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