Nadine Hofstetter Portfolio
Invests via Northwest Bank & Trust Co. | Managed by Nadine Hofstetter
Invests via Northwest Bank & Trust Co.
Managed by Nadine Hofstetter
Automatically Tracked
Nadine Hofstetter Profile
With a dynamic career in fintech, Nadine Hofstetter has established herself as an influential leader within the digital finance landscape. Her expertise spans innovative product development and market strategy, driving significant advancements in payment solutions and financial services. As a pivotal figure in various startups, she has successfully navigated the intersection of technology and finance, positioning firms to capitalize on emerging trends. Her hands-on approach to entrepreneurship fosters growth and drives operational excellence across teams. Additionally, her commitment to fostering collaboration within cross-functional environments highlights her reputation as a catalyst for change within the sector.
With a dynamic career in fintech, Nadine Hofstetter has established herself as an influential leader within the digital finance landscape. Her expertise spans innovative product development and market strategy, driving significant advancements in payment solutions and financial services. As a pivotal figure in various startups, she has successfully navigated the intersection of technology and finance, positioning firms to capitalize on emerging trends. Her hands-on approach to entrepreneurship fosters growth and drives operational excellence across teams. Additionally, her commitment to fostering collaboration within cross-functional environments highlights her reputation as a catalyst for change within the sector.
Investment Philosophy & Strategy
A commitment to innovation fuels Nadine Hofstetter's investment strategy, particularly in technology-driven sectors. Her extensive experience in fintech positions her uniquely to identify transformative opportunities that leverage emerging technologies. By prioritizing collaboration and operational efficiency, she navigates complex market dynamics with agility. This approach allows for the strategic allocation of capital toward companies poised for scalable growth and enhanced competitive positioning. With a focus on product development and user-centric solutions, decision-making often centers around fostering ventures that not only drive financial returns but also contribute meaningfully to advancements in the digital finance arena.
A commitment to innovation fuels Nadine Hofstetter's investment strategy, particularly in technology-driven sectors. Her extensive experience in fintech positions her uniquely to identify transformative opportunities that leverage emerging technologies. By prioritizing collaboration and operational efficiency, she navigates complex market dynamics with agility. This approach allows for the strategic allocation of capital toward companies poised for scalable growth and enhanced competitive positioning. With a focus on product development and user-centric solutions, decision-making often centers around fostering ventures that not only drive financial returns but also contribute meaningfully to advancements in the digital finance arena.
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:
51.25%
Gain +0.84%
Monthly
1.17%
Yearly
15.03%
Drawdown
19.4%
$156.94M
Equity
Holdings
$156.94M
Investment
$104.22M
$55.06M
Profit +$1.33M
Realized
$2.35M
Unrealized
$52.72M
Dividends
$5.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.84%
Profit
$1.33M
Win %
68%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$1.53M
Win %
68%
This Month
Compared to last month
Gain
2.83%
Profit
$4.33M
Win %
68%
This Year
Compared to last year
Gain
5.41%
Profit
$8.05M
Win %
68%
WIX Wix.com Ltd.
+3.71%
+$410.65 
MSFT Microsoft Corp.
+2.15%
+$150,173.1 
INTC Intel Corporation
+2.12%
+$917.08 
GEV GE Vernova Inc.
+2.07%
+$438.3 
PGR Progressive Corporation
+2.05%
+$666.12 
AVGO Broadcom Inc.
+1.98%
+$6,381.45 
EL The Estée Lauder Companies Inc. Class A
+1.83%
+$5,827.36 
CRM Salesforce Inc
+1.76%
+$16,791 
OLED Universal Display Corporation
+1.61%
+$122.55 
AMD Advanced Micro Devices, Inc.
+1.57%
+$281.16 
DOW Dow Inc.
+1.52%
+$555.86 
GOOG Alphabet Inc
+1.52%
+$113,746.5 
GOOGL Alphabet Inc
+1.5%
+$73,810.8 
USPH U.S. Physical Therapy Inc.
+1.4%
+$412 
ICE Intercontinental Exchange, Inc.
+1.4%
+$15,239.25 
CVX Chevron Corporation
+1.21%
+$10,133.88 
AMZN Amazon.com Inc
+1.12%
+$59,544.24 
SCHW Charles Schwab Corporation
+1.07%
+$9,326.04 
ABT Abbott Laboratories
+0.99%
+$13,058 
DEO Diageo plc Sponsored ADR
+0.98%
+$54.12 
PSX Phillips 66
+0.95%
+$270.48 
FIS Fidelity National Information Services, Inc.
+0.91%
+$37.24 
EOG EOG Resources, Inc.
+0.85%
+$6,120.79 
OXY-WT Occidental Petroleum Corporation
+0.85%
+$2.8 
COP ConocoPhillips
+0.83%
+$263.58 
T AT&T Inc.
+0.8%
+$3,874.15 
TJX The TJX Companies, Inc.
+0.79%
+$14,642.42 
FCX Freeport-McMoRan Inc.
+0.73%
+$4,859.02 
MA Mastercard Incorporated
+0.72%
+$18,076.41 
DUK Duke Energy Corporation
+0.71%
+$184.23 
PAYX Paychex Inc.
+0.71%
+$102.06 
XOM Exxon Mobil Corporation
+0.7%
+$8,732.8 
KO The Coca-Cola Company
+0.67%
+$7,305.65 
V Visa Inc. Class A
+0.67%
+$472.36 
OXY Occidental Petroleum Corporation
+0.63%
+$29.67 
MO Altria Group, Inc.
+0.6%
+$178 
GD General Dynamics Corporation
+0.53%
+$6,947.85 
HON Honeywell International Inc.
+0.52%
+$5,068.89 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$36 
RTX RTX Corporation
+0.5%
+$77.76 
PYPL PayPal Holdings Inc
+0.46%
+$1,553.5 
CEG Constellation Energy Corporation
+0.44%
+$84.36 
IEMG iShares Core MSCI Emerging Markets ETF
+0.34%
+$1,058.67 
DD DuPont de Nemours, Inc.
+0.34%
+$3,051.81 
TTD The Trade Desk, Inc. Class A
+0.27%
+$5 
NVDA NVIDIA Corporation
+0.23%
+$31,894.88 
MAR Marriott International Inc. - Class A
+0.19%
+$110.4 
MDT Medtronic plc
+0.16%
+$162.5 
IBM International Business Machines Corporation
+0.14%
+$1,382.7 
CVS CVS Health Corporation
+0.14%
+$2,344.5 
VGT Vanguard Information Technology ETF
+0.12%
+$274.56 
YUMC Yum China Holdings Inc.
+0.11%
+$25.2 
CB Chubb Limited
+0.11%
+$28.08 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$116.8 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$28 
BR Broadridge Financial Solutions, Inc.
+0.09%
+$10.53 
FTEC Fidelity MSCI Information Technology Index ETF
+0.04%
+$190.56 
VUG Vanguard Growth ETF
+0.04%
+$147.96 
USB U.S. Bancorp
+0.03%
+$18.74 
IWP iShares Russell Mid-Cap Growth ETF
+0.01%
+$3.42 
24419910C
0%
$0 
ANET
0%
$0 
AXDX Accelerate Diagnostics Inc.
0%
$0 
AZN
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EXAS Exact Sciences Corp
0%
$0 
ICCH Icc Holdings Inc.
0%
$0 
JWN Nordstrom Inc.
0%
$0 
TRN Trinity Industries Inc.
0%
$0 
ZIMV Zimvie Inc.
0%
$0 
FG F&G Annuities & Life Inc.
-4.11%
-$23.76 
ORCL Oracle Corporation
-3.99%
-$71,421.84 
KKR KKR & Co. Inc.
-3.91%
-$3,950 
CMG Chipotle Mexican Grill, Inc.
-3.83%
-$59,827.68 
WBD Warner Bros. Discovery, Inc.
-3.76%
-$321.18 
GSK GSK plc Sponsored ADR
-3.3%
-$38,312.55 
TSLA Tesla, Inc.
-2.97%
-$983.1 
BIIB Biogen Inc.
-2.93%
-$17,244.2 
TFC Truist Financial Corporation
-2.9%
-$34,887.43 
PANW Palo Alto Networks, Inc.
-2.79%
-$41,292.42 
LLY Eli Lilly and Company
-2.74%
-$3,231 
BX Blackstone Inc.
-2.62%
-$20,736.72 
SOLV Solventum Corporation
-2.59%
-$27.38 
KLAC KLA Corporation
-2.48%
-$1,638.35 
NUE Nucor Corporation
-2.47%
-$175.5 
CDW CDW Corporation
-2.42%
-$12,228.78 
MRK Merck & Co., Inc.
-2.42%
-$1,421.4 
BDX Becton, Dickinson and Company
-2.3%
-$7,148.84 
CRWD CrowdStrike Holdings, Inc.
-2.26%
-$2,276.64 
GE General Electric Company
-2.16%
-$648.87 
AAPL Apple Inc.
-2.14%
-$652,780.7 
FDX FedEx Corporation
-2.13%
-$1,886.19 
WY Weyerhaeuser Company
-2.12%
-$146.12 
BA Boeing Company
-2.08%
-$16,171.96 
NFLX Netflix, Inc.
-2%
-$8,280 
FNF Fidelity National Financial, Inc.
-1.95%
-$291.17 
UA Under Armour Inc.
-1.92%
-$98.56 
LOW Lowe's Companies Inc.
-1.91%
-$14,537.81 
CC Chemours Co.
-1.88%
-$3.3 
DE Deere & Company
-1.86%
-$17,704.48 
BBWI Bath & Body Works, Inc.
-1.82%
-$5,586 
CAT Caterpillar Inc.
-1.76%
-$8,650.21 
AMT American Tower Corporation
-1.74%
-$14,358.96 
VTRS Viatris Inc.
-1.74%
-$3.3 
GWW W.W. Grainger, Inc.
-1.72%
-$30,839.39 
HD The Home Depot, Inc.
-1.71%
-$14,497.21 
JNJ Johnson & Johnson
-1.66%
-$2,920.44 
FAST Fastenal Co.
-1.6%
-$382.52 
ITW Illinois Tool Works Inc.
-1.58%
-$1,249.88 
ZBH Zimmer Biomet Holdings, Inc.
-1.53%
-$10,034.45 
NSC Norfolk Southern Corporation
-1.51%
-$22,699.32 
MAS Masco Corporation
-1.48%
-$12,081.4 
CMI Cummins Inc.
-1.45%
-$1,884 
CCL Carnival Corporation Ltd.
-1.36%
-$44.64 
BAC Bank of America Corporation
-1.35%
-$83 
WFC Wells Fargo & Company
-1.33%
-$10,377.82 
GGG Graco Inc.
-1.3%
-$94.09 
SLB Schlumberger Limited
-1.28%
-$11,164.8 
DIS The Walt Disney Company
-1.26%
-$6,586.65 
COR Cencora, Inc.
-1.24%
-$14,188.4 
PFE Pfizer Inc.
-1.22%
-$5,500.06 
MDLZ Mondelez International, Inc.
-1.2%
-$13,404.26 
PEP PepsiCo, Inc.
-1.2%
-$2,874.92 
LNT Alliant Energy Corporation
-1.15%
-$2,261.8 
DHR Danaher Corporation
-1.13%
-$510.51 
AA Alcoa Corporation
-1.11%
-$21.56 
CSCO Cisco Systems, Inc.
-1.11%
-$18,888.92 
AWK American Water Works Company, Inc.
-1.07%
-$144 
ADBE Adobe Inc.
-1.06%
-$4,515.49 
NTRS Northern Trust Corporation
-1.03%
-$191.9 
IJJ iShares S&P Mid-Cap 400 Value ETF
-1.03%
-$114 
UNH UnitedHealth Group Incorporated
-0.99%
-$5,003.2 
BMY Bristol-Myers Squibb Company
-0.92%
-$5,393.36 
PRU Prudential Financial, Inc.
-0.92%
-$502.49 
REZI Resideo Technologies Inc.
-0.86%
-$160.58 
QCRH QCR Holdings Inc.
-0.86%
-$2,970.75 
ONB Old National Bancorp
-0.86%
-$330.97 
D Dominion Energy, Inc.
-0.84%
-$176.4 
SO The Southern Company
-0.84%
-$1,604.8 
NEE NextEra Energy, Inc.
-0.83%
-$8,228.8 
PSA Public Storage Common Stock
-0.79%
-$1,265 
MDY SPDR S&P MidCap 400 ETF Trust
-0.79%
-$1,033.31 
DG Dollar General Corporation
-0.78%
-$490 
ADI Analog Devices, Inc.
-0.77%
-$16,776.5 
ABNB Airbnb, Inc.
-0.71%
-$104 
ROBO ROBO Global Robotics & Automation Index ETF
-0.71%
-$178.75 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$6,838.43 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$953.28 
TSCO Tractor Supply Company
-0.69%
-$84 
IWS iShares Russell Mid-Cap Value ETF
-0.69%
-$216.6 
VLTO Veralto Corporation
-0.68%
-$81.28 
NKE Nike, Inc. - Class B
-0.67%
-$3,739.12 
IJR iShares Core S&P Small-Cap ETF
-0.65%
-$38.2 
EXC Exelon Corporation
-0.65%
-$69 
JPM JPMorgan Chase & Co.
-0.65%
-$33,189.78 
VB Vanguard Small-Cap ETF
-0.65%
-$1,464.96 
IWM iShares Russell 2000 ETF
-0.62%
-$455 
CTVA Corteva Inc.
-0.58%
-$786.42 
PG Procter & Gamble Co
-0.56%
-$3,918.6 
MCHP Microchip Technology Incorporated
-0.56%
-$3,326.4 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.55%
-$68.18 
COST Costco Wholesale Corporation
-0.54%
-$14,109.81 
VNQ Vanguard Real Estate ETF
-0.53%
-$704.9 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.53%
-$99.36 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.53%
-$67.85 
EIX Edison International
-0.52%
-$60 
IWR iShares Russell Mid-Cap ETF
-0.5%
-$176 
VTV Vanguard Value ETF
-0.46%
-$948.39 
ZTS Zoetis Inc.
-0.46%
-$420 
IGF iShares Global Infrastructure ETF
-0.43%
-$584.35 
ABBV AbbVie Inc.
-0.41%
-$738.5 
VO Vanguard Mid-Cap ETF
-0.39%
-$1,998.88 
GEHC GE HealthCare Technologies Inc.
-0.38%
-$6.72 
YUM Yum! Brands, Inc.
-0.34%
-$252 
MMM 3M Company
-0.31%
-$27 
WTBA West Bancorporation Inc.
-0.3%
-$12.4 
CTSH Cognizant Technology Solutions Corporation
-0.29%
-$20.15 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$947.83 
HAL Halliburton Company
-0.26%
-$1,167.84 
BND Vanguard Total Bond Market Index Fund
-0.25%
-$969.66 
LIN Linde plc
-0.23%
-$44.46 
VZ Verizon Communications Inc.
-0.22%
-$77.9 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$731.65 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.2%
-$97.9 
VOO Vanguard S&P 500 ETF
-0.17%
-$1,296.34 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$125 
OGN Organon & Co.
-0.15%
-$0.12 
TRV The Travelers Companies, Inc.
-0.14%
-$160.16 
HWM Howmet Aerospace Inc.
-0.14%
-$49.21 
BNY BlackRock New York Municipal Income Trust
-0.12%
-$385.02 
ETSY Etsy Inc.
-0.1%
-$11.2 
GII SPDR S&P Global Infrastructure ETF
-0.08%
-$7,144.8 
MRSH Marsh & McLennan Companies, Inc.
-0.07%
-$507.87 
CMCSA Comcast Corp
-0.04%
-$192.43 
JNK SPDR Bloomberg High Yield Bond ETF
-0.04%
-$70.72 
MCD McDonald's Corporation
-0.03%
-$254.27 
META Meta Platforms Inc Class A
-0.03%
-$1,351.68 
ADP Automatic Data Processing Inc.
-0.01%
-$8.75 Events
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Dividends
Dividend Analysis
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| Trades 625 | Longs Won 434/625 69% | Profit Factor 9.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $739,660.32 |
| Average Win $142,355.55 | Best Trade (Jul 19) $12.7M | Sharpe Ratio -10.3 |
| Average Loss -$35,176.31 | Worst Trade (Jul 24) -$735,164.58 | Z-Score 4.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 5d | Expectancy $88,101.81 |
| 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% | 0.49% |
| Consecutive Losing Trades | 4,464 | 4,018 | 3,571 | 3,125 | 2,679 | 2,232 | 1,786 | 1,339 | 893 | 446 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Nadine Hofstetter?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P Global Infrastructure ETF - $479,533.1, NVIDIA Corporation - $431,334.74, Oracle Corporation - $430,142.25, International Business Machines Corporation - $308,862.52, and Palo Alto Networks, Inc - $284,403.19. 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: The Estée Lauder Companies Inc. Class A - $33,233.27, Biogen Inc - $24,545.84, General Motors Company - $4,808.2, Weyerhaeuser Company - $2,636.87, and WEC Energy Group Inc - $1,714.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nadine Hofstetter's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.19M earned over time. The largest contributors to dividend income include SPDR S&P Global Infrastructure ETF - $479,533.1, Apple Inc - $285,429.04, JPMorgan Chase & Co - $231,913.95, Microsoft Corp - $175,183.79, and Truist Financial Corporation - $139,901.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nadine Hofstetter's monthly returns?
Nadine Hofstetter'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 Nadine Hofstetter's strategy be considered aggressive or moderate?
Nadine Hofstetter'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 Nadine Hofstetter's strategy?
Nadine Hofstetter'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.
