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:
57.52%
Gain -0.15%
Monthly
0.73%
Yearly
9.08%
Drawdown
15.93%
$268.58M
Equity
Holdings
$268.58M
Investment
$222.53M
$72.72M
Profit -$372,270.93
Realized
$26.67M
Unrealized
$46.05M
Dividends
$16.5M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$372,270.93
Win %
72%
This Week
Compared To Last Week
Gain
-1.31%
Profit
-$3.55M
Win %
72%
This Month
Compared to last month
Gain
-1.08%
Profit
-$2.93M
Win %
72%
This Year
Compared to last year
Gain
1.03%
Profit
$2.77M
Win %
70%
CTA Simplify Managed Futures Strategy ETF
+4.33%
+$99,964.68 
AAPL Apple Inc.
+3.58%
+$212,737.49 
IDCC InterDigital, Inc.
+2.09%
+$5,119.1 
DY Dycom Industries Inc.
+1.91%
+$2,785.56 
AZN AstraZeneca PLC American Depositary Shares
+1.71%
+$18,910.08 
T AT&T Inc.
+1.67%
+$5,066.46 
DT Dynatrace, Inc.
+1.63%
+$4,772.62 
ABBV AbbVie Inc.
+1.62%
+$4,323.57 
MO Altria Group, Inc.
+1.35%
+$21,173.8 
CART Maplebear Inc.
+1.29%
+$3,626.4 
HSY The Hershey Company
+1.23%
+$14,445.06 
PANW Palo Alto Networks, Inc.
+1%
+$41,146.72 
TXRH Texas Roadhouse Inc.
+0.99%
+$2,207.2 
BTI British American Tobacco p.l.c. ADR
+0.98%
+$11,721.85 
NBIX Neurocrine Biosciences Inc.
+0.92%
+$2,449.59 
EWBC East West Bancorp Inc.
+0.85%
+$2,265.02 
XOM Exxon Mobil Corporation
+0.63%
+$1,549.6 
GOOG Alphabet Inc
+0.62%
+$17,167.95 
HCI HCI Group, Inc.
+0.48%
+$1,246.5 
VZ Verizon Communications Inc.
+0.44%
+$2,196.92 
GD General Dynamics Corporation
+0.42%
+$9,134.5 
AX Axos Financial Inc.
+0.41%
+$972.8 
KO The Coca-Cola Company
+0.33%
+$6,410.51 
EOG EOG Resources, Inc.
+0.3%
+$7,817.41 
PG Procter & Gamble Co
+0.26%
+$4,670.88 
TJX The TJX Companies, Inc.
+0.24%
+$4,324.2 
MSFT Microsoft Corp.
+0.16%
+$4,798.46 
IRT Independence Realty Trust Inc.
+0.13%
+$249.52 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$227.2 
XLP Consumer Staples Select Sector SPDR Fund
+0.08%
+$1,937.89 
NOW ServiceNow, Inc.
+0.05%
+$1,452.71 
ACIW ACI Worldwide, Inc.
+0.02%
+$54.1 
NVS Novartis AG Sponsored ADR
+0.01%
+$94.89 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
NFLX Netflix, Inc.
0%
+$0.03 
ANF Abercrombie & Fitch Co.
-5.92%
-$46,143.01 
MU Micron Technology, Inc.
-4.6%
-$36,184.52 
GALT Galectin Therapeutics Inc.
-3.7%
-$31,657.95 
ATI ATI Inc.
-3.69%
-$11,392.17 
AMAT Applied Materials, Inc.
-3.19%
-$92,151.86 
FTI TechnipFMC plc
-2.9%
-$9,625.34 
GEV GE Vernova Inc.
-2.9%
-$66,264.71 
SOXQ Invesco PHLX Semiconductor ETF
-2.63%
-$36,610.2 
YETI FNCL Series 2007 Other Floating Rate Instrument
-2.57%
-$5,181.28 
IBM International Business Machines Corporation
-2.46%
-$9,310.2 
NVDA NVIDIA Corporation
-2.36%
-$85,711.28 
CRS Carpenter Technology Corporation
-2.25%
-$6,035.8 
STRL Sterling Infrastructure, Inc.
-2.08%
-$5,165.58 
ANET Arista Networks, Inc.
-2.02%
-$59,328.49 
NEM Newmont Corporation
-2.01%
-$48,560.1 
AVEM Avantis Emerging Markets Equity ETF
-1.96%
-$90,475.05 
MRK Merck & Co., Inc.
-1.91%
-$55,593.04 
AIT Applied Industrial Technologies Inc.
-1.87%
-$5,527.04 
ARKK ARK Innovation ETF Fund
-1.8%
-$17,311.28 
COF Capital One Financial Corporation
-1.79%
-$4,135.69 
ABT Abbott Laboratories
-1.76%
-$24,481.05 
AAAU Goldman Sachs Physical Gold ETF
-1.73%
-$28,317.75 
CBOE Cboe Global Markets Inc.
-1.67%
-$38,112.62 
IGLD FT Vest Gold Strategy Target Fund
-1.64%
-$50,021.3 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$23,601.52 
EXEL Exelixis Inc.
-1.54%
-$4,665.6 
HD The Home Depot, Inc.
-1.54%
-$30,089.22 
EVR Evercore Inc.
-1.53%
-$3,063.06 
AYI Acuity Brands Inc.
-1.46%
-$3,428.38 
ETN Eaton Corporation plc
-1.46%
-$9,123.4 
META Meta Platforms Inc Class A
-1.42%
-$35,759.71 
APH Amphenol Corporation
-1.38%
-$66,156.16 
EZBC Franklin Bitcoin ETF
-1.37%
-$18,490.88 
CAT Caterpillar Inc.
-1.33%
-$28,851.12 
ETR Entergy Corporation
-1.32%
-$17,703.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$42,016.79 
DTE DTE Energy Company
-1.26%
-$20,117.1 
MCK McKesson Corporation
-1.25%
-$15,072.92 
MWA Mueller Water Products Inc.
-1.25%
-$2,416.5 
NXT Nextracker Inc.
-1.24%
-$2,120.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$8,932.5 
UNH UnitedHealth Group Incorporated
-1.22%
-$4,497.6 
BLV Vanguard Long-Term Bond ETF
-1.17%
-$8,800.56 
ITRI Itron Inc.
-1.16%
-$2,561.9 
TSLA Tesla, Inc.
-1.13%
-$3,377.92 
FTDR Frontdoor, Inc.
-1.07%
-$3,148.46 
ATO Atmos Energy Corporation
-1.07%
-$13,520.88 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$69,517.35 
VB Vanguard Small-Cap ETF
-1.04%
-$20,651.52 
VGT Vanguard Information Technology ETF
-1.03%
-$23,195.44 
AVGO Broadcom Inc.
-1.01%
-$23,245.78 
AEP American Electric Power Company, Inc.
-0.96%
-$13,531.2 
SCHV Schwab U.S. Large-Cap Value ETF
-0.96%
-$24,125.64 
FEZ SPDR Euro Stoxx 50 ETF
-0.95%
-$13,165 
VO Vanguard Mid-Cap ETF
-0.91%
-$56,222.98 
QQQI Neos NASDAQ-100 High Income ETF
-0.9%
-$3,250.17 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$19,587.75 
CMI Cummins Inc.
-0.85%
-$17,869.84 
DUK Duke Energy Corporation
-0.85%
-$12,202.62 
JIVE JPMorgan International Value ETF
-0.82%
-$35,512.02 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.8%
-$32,378.4 
WM Waste Management, Inc.
-0.75%
-$10,068.51 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$11,158.08 
COR Cencora, Inc.
-0.73%
-$25,697.76 
VTV Vanguard Value ETF
-0.72%
-$14,740.38 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.71%
-$1,975.2 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.68%
-$27,297.66 
SO The Southern Company
-0.66%
-$9,249.26 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.64%
-$9,914.94 
DFLV Dimensional US Large Cap Value ETF
-0.64%
-$10,672.08 
PYLD PIMCO Multisector Bond Active ETF
-0.64%
-$27,718.19 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.63%
-$8,259.3 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$3,853.96 
JCPB JPMorgan Core Plus Bond ETF
-0.61%
-$7,920.08 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$2,326.15 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$26,536.86 
IVV iShares Core S&P 500 ETF
-0.59%
-$5,123.4 
UTHR United Therapeutics Corporation
-0.58%
-$1,358.64 
GILD Gilead Sciences Inc.
-0.57%
-$19,912.84 
DFAU Dimensional US Core Equity Market ETF
-0.57%
-$9,380.7 
XLE Energy Select Sector SPDR Fund
-0.57%
-$1,835.94 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.55%
-$1,658.3 
IJAN Innovator International Developed Power Buffer ETF - January
-0.51%
-$5,182.41 
MGK Vanguard Mega Cap Growth ETF
-0.5%
-$6,272.1 
VUG Vanguard Growth ETF
-0.5%
-$8,116.68 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$23,388.4 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$16,650.96 
CVX Chevron Corporation
-0.48%
-$1,281.32 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$21,362.01 
IAGG iShares International Aggregate Bond Fund
-0.43%
-$1,647.55 
HEGD Swan Hedged Equity US Large Cap Fund
-0.43%
-$33,876.93 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.41%
-$2,117.19 
LMBS First Trust Low Duration Opportunities ETF
-0.41%
-$1,095.8 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
-0.4%
-$4,786.95 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.38%
-$1,360.97 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.38%
-$759.93 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
-0.37%
-$2,595.74 
HALO Halozyme Therapeutics Inc.
-0.36%
-$1,287.78 
DTM Dt Midstream Inc.
-0.35%
-$5,063.33 
BSV Vanguard Short-Term Bond ETF
-0.34%
-$970.42 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
-0.34%
-$4,625.45 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$4,497.68 
MGY Magnolia Oil & Gas Corp.
-0.31%
-$781.87 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.28%
-$1,458.48 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.28%
-$5,593.9 
PSFF Pacer Swan SOS Fund of Funds
-0.27%
-$2,089.14 
JNJ Johnson & Johnson
-0.27%
-$12,023.14 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
-0.24%
-$1,191.56 
NEE NextEra Energy, Inc.
-0.23%
-$3,183.64 
CASY Casey's General Stores Inc.
-0.22%
-$2,135.04 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.21%
-$514.98 
NATH Nathan's Famous Inc.
-0.19%
-$2,529.85 
MCD McDonald's Corporation
-0.18%
-$2,142.23 
AMZN Amazon.com Inc
-0.17%
-$5,533.75 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.17%
-$3,073.83 
CL Colgate-Palmolive Company
-0.16%
-$2,204.58 
LLY Eli Lilly and Company
-0.13%
-$5,311 
COKE Coca-Cola Consolidated Inc.
-0.12%
-$299.86 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$15,339.6 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.09%
-$215.43 
WMT Walmart Inc.
-0.08%
-$2,300.8 
PEP PepsiCo, Inc.
-0.04%
-$1,192.51 
V Visa Inc. Class A
-0.03%
-$810.96 Events
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Dividends
Dividend Analysis
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| Trades 2401 | Longs Won 1445/2401 60% | Profit Factor 3.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $161,698.36 |
| Average Win $71,094.07 | Best Trade (Sep 03) $6.96M | Sharpe Ratio -11.51 |
| Average Loss -$31,393.32 | Worst Trade (Dec 30) -$2.24M | Z-Score 3.36 (99.92%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 2d | Expectancy $30,286.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,547 | 7,692 | 6,838 | 5,983 | 5,128 | 4,274 | 3,419 | 2,564 | 1,709 | 855 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 37,757 | $1.17M | $1.61M | - | $442,889.61 | 37.99% | -1.73% |
| AAPL Apple Inc. | 18,818 | $3.35M | $6.15M | - | $2.8M | 83.44% | +3.585% |
| ABBV AbbVie Inc. | 1,061 | $242,918.47 | $270,539.08 | - | $27,620.61 | 11.37% | +1.624% |
| ABT Abbott Laboratories | 13,233 | $1.55M | $1.37M | - | -$186,132.09 | -11.98% | -1.758% |
| ACIW ACI Worldwide, Inc. | 5,410 | $221,914.95 | $281,157.7 | - | $59,242.75 | 26.7% | +0.019% |
| AEP American Electric Power Company, Inc. | 11,276 | $1.06M | $1.39M | - | $331,556.52 | 31.26% | -0.963% |
| AIT Applied Industrial Technologies Inc. | 911 | $204,540.71 | $290,411.31 | - | $85,870.6 | 41.98% | -1.868% |
| AMAT Applied Materials, Inc. | 6,164 | $995,343.15 | $2.8M | - | $1.8M | 181.09% | -3.189% |
| AMZN Amazon.com Inc | 12,577 | $2.22M | $3.17M | - | $950,725.32 | 42.86% | -0.174% |
| ANET Arista Networks, Inc. | 15,232 | $1.66M | $2.88M | - | $1.22M | 73.55% | -2.019% |
| ANF Abercrombie & Fitch Co. | 5,127 | $464,608.74 | $733,571.16 | - | $268,962.42 | 57.89% | -5.918% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 45,885 | $1.26M | $1.31M | - | $50,972.65 | 4.05% | -0.627% |
| APH Amphenol Corporation | 59,068 | $1.93M | $4.74M | - | $2.81M | 145.87% | -1.377% |
| ARKK ARK Innovation ETF Fund | 11,389 | $886,159.26 | $945,742.56 | - | $59,583.3 | 6.72% | -1.798% |
| ATI ATI Inc. | 1,497 | $217,753.62 | $297,798.21 | - | $80,044.59 | 36.76% | -3.685% |
| ATO Atmos Energy Corporation | 7,596 | $1.3M | $1.25M | - | -$47,986.54 | -3.69% | -1.068% |
| AVEM Avantis Emerging Markets Equity ETF | 48,125 | $3.61M | $4.53M | - | $916,781.25 | 25.36% | -1.958% |
| AVGO Broadcom Inc. | 6,334 | $2.11M | $2.28M | - | $173,974.93 | 8.24% | -1.007% |
| AX Axos Financial Inc. | 2,560 | $196,077.82 | $239,846.4 | - | $43,768.58 | 22.32% | +0.407% |
| AYI Acuity Brands Inc. | 731 | $275,338.46 | $231,076.41 | - | -$44,262.05 | -16.08% | -1.462% |
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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 - $2.66M, JPMorgan Equity Premium Income Fund - $2.24M, 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) - $858,730.35, FT Tactical High Yield ETF - $631,118.25, and First Trust Low Duration Opportunities ETF - $519,469.71. 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 $16.5M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.91M, abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF - $983,380.7, JPMorgan Ultra-Short Income ETF - $689,837.16, JPMorgan Nasdaq Equity Premium Income ETF - $538,600.25, and Fidelity S&P 500 Dividend Aristocrats ETF - $380,963. 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.
