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:
68.99%
Gain -0.16%
Monthly
1.18%
Yearly
15.17%
Drawdown
19.4%
$163.15M
Equity
Holdings
$163.15M
Investment
$104.22M
$61.28M
Profit -$249,810.85
Realized
$2.36M
Unrealized
$58.93M
Dividends
$5.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$249,810.85
Win %
70%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$15,873.83
Win %
70%
This Month
Compared to last month
Gain
1.81%
Profit
$2.91M
Win %
70%
This Year
Compared to last year
Gain
9.58%
Profit
$14.26M
Win %
70%
SLB SLB N.V.
+7.02%
+$64,755.84 
PANW Palo Alto Networks, Inc.
+5.95%
+$87,035.48 
HAL Halliburton Company
+5.94%
+$25,562.72 
OXY-WT Occidental Petroleum Corporation
+5.66%
+$22.9 
CRWD CrowdStrike Holdings, Inc.
+5.54%
+$6,532.32 
COP ConocoPhillips
+4.61%
+$1,854.72 
AMT American Tower Corporation
+4.38%
+$38,541.15 
EOG EOG Resources, Inc.
+4.29%
+$34,727.11 
OXY Occidental Petroleum Corp.
+3.71%
+$199.52 
DOW Dow Inc.
+3%
+$1,164.14 
CVX Chevron Corporation
+2.77%
+$28,137.14 
XOM ExxonMobil Holdings Corporation
+2.7%
+$40,512.1 
AMD Advanced Micro Devices Inc.
+2.14%
+$390.96 
INTC Intel Corporation
+1.87%
+$726.4 
NUE Nucor Corporation
+1.81%
+$139.8 
CSCO Cisco Systems, Inc.
+1.55%
+$24,829.79 
ADI Analog Devices, Inc.
+1.51%
+$33,726.49 
ORCL Oracle Corporation
+1.51%
+$26,854.04 
FCX Freeport-McMoRan Inc.
+1.42%
+$10,518.36 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.97%
+$509.08 
EL The Estée Lauder Companies Inc. Class A Common Stock
+0.93%
+$3,872 
ONB Old National Bancorp
+0.83%
+$302.19 
PSX Phillips 66
+0.83%
+$327.06 
FTEC Fidelity MSCI Information Technology Index ETF
+0.75%
+$3,537.7 
VGT Vanguard Information Technology ETF
+0.75%
+$1,879.68 
MSFT Microsoft Corporation Common Stock
+0.67%
+$61,877.4 
AVGO Broadcom Inc.
+0.65%
+$1,827.01 
DD DuPont de Nemours, Inc.
+0.6%
+$5,406.95 
QCRH QCR Holdings Inc.
+0.57%
+$2,044.57 
ABT Abbott Laboratories
+0.56%
+$7,443.06 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$36 
NTRS Northern Trust Corporation
+0.47%
+$78.78 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$467.2 
HON Honeywell International Inc.
+0.41%
+$3,889.06 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$918.85 
ROBO ROBO Global Robotics and Automation Index ETF
+0.29%
+$69.87 
KLAC KLA Corporation
+0.25%
+$114.7 
DE Deere & Company
+0.22%
+$2,217.05 
IBM International Business Machines Corporation
+0.21%
+$2,396.68 
GII State Street SPDR S&P Global Infrastructure ETF
+0.2%
+$17,266.6 
OGN Organon & Co.
+0.11%
+$0.09 
IWP iShares Russell Mid-Cap Growth ETF
+0.1%
+$47.88 
NVDA NVIDIA Corporation
+0.09%
+$12,892.72 
PSA Public Storage
+0.09%
+$139.15 
IGF iShares Global Infrastructure ETF
+0.09%
+$110.83 
CMI Cummins Inc.
+0.08%
+$83.99 
VNQ Vanguard Real Estate ETF
+0.07%
+$79.8 
TFC Truist Financial Corporation
+0.05%
+$571.92 
WTBA West Bancorporation Inc.
+0.03%
+$1.55 
ZBH Zimmer Biomet Holdings Inc.
+0.03%
+$215.64 
LIN Linde plc
+0.01%
+$2.28 
MCHP Microchip Technology Inc.
+0.01%
+$36.96 
AXDX Accelerate Diagnostics Inc.
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 
WBD Warner Bros. Discovery, Inc.
0%
$0 
ZIMV Zimvie Inc.
0%
$0 ANET
ANET
0%
$0 2441
24419910C
0%
$0 AZN
AZN
0%
$0 
T AT&T Inc.
-5.58%
-$28,115.26 
DG Dollar General Corp.
-5.07%
-$3,525 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-4.35%
-$496.77 
OLED Universal Display Corp.
-3.69%
-$306.85 
HWM Howmet Aerospace Inc.
-3.61%
-$927.01 
CCL Carnival Corporation Ltd.
-3.42%
-$114.7 
TSCO Tractor Supply Company
-3.33%
-$462 
YUM Yum! Brands, Inc.
-3.26%
-$2,540.16 
FG F&G Annuities & Life, Inc.
-3.22%
-$12.42 
GGG Graco Inc.
-3.02%
-$202.73 
UA Under Armour Inc Class C
-2.85%
-$95.04 
FIS Fidelity National Information Services, Inc.
-2.85%
-$106.82 
LOW Lowe's Companies, Inc.
-2.81%
-$20,924.25 
BBWI Bath & Body Works Inc.
-2.75%
-$8,746.5 
WIX Wix.com Ltd.
-2.72%
-$482.68 
PEP PepsiCo, Inc.
-2.71%
-$6,591.28 
HD The Home Depot, Inc.
-2.7%
-$22,153.07 
PG The Procter & Gamble Company
-2.64%
-$20,386.05 
CTVA Corteva Inc.
-2.6%
-$516.57 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.39%
-$28,644.72 
GE General Electric Company
-2.38%
-$601.14 
CMG Chipotle Mexican Grill, Inc.
-2.27%
-$29,007.36 
KO The Coca-Cola Company
-2.17%
-$27,495.81 
CAT Caterpillar Inc.
-2.15%
-$8,432.97 
VTRS Viatris Inc.
-2.14%
-$4.34 
ADBE Adobe Inc.
-2.13%
-$10,380.21 
SOLV Solventum Corporation
-2.08%
-$23.66 
BMY Bristol-Myers Squibb Company
-2.03%
-$12,327.68 
LLY Eli Lilly and Company
-1.98%
-$2,587 
MCD McDonald's Corporation
-1.89%
-$15,174.95 
PRU Prudential Financial, Inc.
-1.88%
-$1,025.72 
CRM Salesforce, Inc.
-1.88%
-$26,361.81 
NSC Norfolk Southern Corp.
-1.85%
-$27,731.8 
RTX RTX Corporation
-1.81%
-$285.53 
JNJ Johnson & Johnson
-1.8%
-$3,366.5 
WY Weyerhaeuser Co.
-1.79%
-$99.75 
MA Mastercard Inc. Class A Common Stock
-1.79%
-$52,514.64 
TTD The Trade Desk, Inc. Class A Common Stock
-1.79%
-$23.5 
MAS Masco Corporation
-1.73%
-$14,060.28 
FDX FedEx Corp.
-1.68%
-$1,447.55 
NKE Nike, Inc. Class B Common Stock
-1.68%
-$8,175.37 
TRN Trinity Industries Inc.
-1.63%
-$525 
ETSY Etsy Inc.
-1.62%
-$205.8 
MRK Merck & Co., Inc.
-1.62%
-$1,094.8 
DHR Danaher Corp.
-1.61%
-$819.91 
CB Chubb Limited
-1.56%
-$409.68 
VZ Verizon Communications Inc.
-1.47%
-$545.3 
MO Altria Group, Inc.
-1.46%
-$444 
JPM JPMorgan Chase & Co.
-1.36%
-$68,782.59 
BR Broadridge Financial Solutions, Inc.
-1.35%
-$195.39 
ABNB Airbnb Inc. Class A Common Stock
-1.3%
-$228.5 
BX Blackstone Inc.
-1.28%
-$9,493.92 
V Visa Inc. Class A
-1.25%
-$1,016.26 
BIIB Biogen Inc.
-1.22%
-$8,864.77 
ITW Illinois Tool Works Inc.
-1.19%
-$949.97 
ZTS Zoetis Inc. Class A Common Stock
-1.17%
-$1,152 
TJX The TJX Companies, Inc.
-1.16%
-$20,439.63 
PFE Pfizer Inc.
-1.13%
-$6,221.39 
GSK GSK plc ADR
-1.13%
-$12,994.9 
DEO Diageo plc Sponsored ADR
-1.13%
-$72.27 
SCHW The Charles Schwab Corporation
-1.13%
-$8,855.46 
COST Costco Wholesale Corp
-1.07%
-$30,446.08 
COR Cencora Inc.
-1.04%
-$13,108.52 
EIX Edison International
-1%
-$87 
PGR The Progressive Corporation
-1%
-$357.24 
TRV The Travelers Companies, Inc.
-0.99%
-$1,232 
EXC Exelon Corp.
-0.96%
-$98.9 
MRSH Marsh & McLennan Companies, Inc.
-0.94%
-$7,618.12 
MMM 3M Company
-0.91%
-$85.86 
NVG Nuveen AMT-Free Municipal Credit Income Fund
-0.87%
-$92.53 
CVS CVS Health Corporation Common Stock
-0.86%
-$12,738.45 
KKR Korro Bio, Inc.
-0.85%
-$795 
FNF Fidelity National Financial, Inc.
-0.8%
-$95.13 
CDW CDW Corporation
-0.79%
-$4,921.8 
SO The Southern Company
-0.76%
-$1,434.29 
LNT Alliant Energy Corporation
-0.75%
-$1,393.9 
MAR Marriott International, Inc. Class A Common Stock
-0.74%
-$472 
WFC Wells Fargo & Company
-0.71%
-$5,255.74 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.7%
-$138 
BDX Becton, Dickinson and Company
-0.7%
-$2,739.74 
GD General Dynamics Corp.
-0.67%
-$8,355.27 
ADP Automatic Data Processing Inc.
-0.66%
-$714 
PAYX Paychex Inc.
-0.66%
-$98.28 
DUK Duke Energy Corporation
-0.65%
-$169.74 
FAST Fastenal Co.
-0.65%
-$178.16 
USB U.S. Bancorp
-0.63%
-$356.06 
VLTO Veralto Corporation
-0.6%
-$80.64 
CMCSA Comcast Corp. Class A Common Stock
-0.59%
-$2,597.85 
VIG Vanguard Dividend Appreciation ETF
-0.59%
-$829.44 
BAC Bank of America Corporation
-0.58%
-$29.5 
TSLA Tesla, Inc.
-0.57%
-$187.05 
PYPL PayPal Holdings, Inc.
-0.55%
-$1,882.12 
AWK American Water Works Company, Inc.
-0.55%
-$78 
AA Alcoa Corporation
-0.52%
-$8.8 
MDT Medtronic plc
-0.5%
-$600 
YUMC Yum China Holdings, Inc.
-0.49%
-$110.88 
REZI Resideo Technologies Inc.
-0.45%
-$41.44 
META Meta Platforms Inc Class A
-0.45%
-$24,499.03 
BRK-B Berkshire Hathaway Inc.
-0.44%
-$133.84 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$4,204.36 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.43%
-$53.48 
VTV Vanguard Morningstar Value ETF
-0.43%
-$917.87 
D Dominion Energy, Inc.
-0.42%
-$80.85 
BA The Boeing Company
-0.4%
-$2,683.24 
CC The Chemours Company
-0.38%
-$0.5 
USPH U.S. Physical Therapy, Inc.
-0.36%
-$128 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.34%
-$1,773.2 
AMZN Amazon.com Inc
-0.32%
-$17,259.2 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.31%
-$397.28 
UNH UnitedHealth Group Inc.
-0.31%
-$1,563.51 
DIS The Walt Disney Company
-0.3%
-$1,847.47 
AAPL Apple Inc.
-0.29%
-$93,580.45 
VB Vanguard Small-Cap ETF
-0.29%
-$640.92 
IWS iShares Russell Mid-Cap Value ETF
-0.28%
-$89.3 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.27%
-$29.62 
GEHC GE HealthCare Technologies Inc.
-0.27%
-$5.32 
ICE Intercontinental Exchange, Inc.
-0.25%
-$3,243.22 
IWM iShares Russell 2000 ETF
-0.22%
-$150 
VOO Vanguard S&P 500 ETF
-0.21%
-$1,673.07 
SPY State Street SPDR S&P 500 ETF Trust
-0.21%
-$158 
GOOGL Alphabet Inc
-0.2%
-$9,261.7 
IWR iShares Russell Mid-Cap ETF
-0.2%
-$70.4 
GEV GE Vernova Inc.
-0.19%
-$31.8 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.18%
-$576.94 
VTI Vanguard Total Stock Market ETF
-0.17%
-$586.25 
BND Vanguard Total Bond Market ETF
-0.15%
-$565.63 
IJR iShares Core S&P Small-Cap ETF
-0.13%
-$7.2 
GOOG Alphabet Inc
-0.11%
-$7,908.31 
GWW W.W. Grainger Inc.
-0.11%
-$1,985 
JNK State Street SPDR Bloomberg High Yield Bond ETF
-0.11%
-$176.62 
BNY Bank of New York Mellon Corp.
-0.11%
-$336.46 
CEG Constellation Energy Corporation
-0.06%
-$12.16 
ABBV AbbVie Inc.
-0.05%
-$105 
NFLX Netflix Inc.
-0.05%
-$210.02 
VUG Vanguard Morningstar Growth ETF
-0.04%
-$172.62 
NEE NextEra Energy Inc.
-0.04%
-$333.6 Events
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Dividends
Dividend Analysis
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| Trades 625 | Longs Won 447/625 71% | Profit Factor 11.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $796,369.51 |
| Average Win $150,657.36 | Best Trade (Oct 23) $13.92M | Sharpe Ratio -10.3 |
| Average Loss -$34,045.64 | Worst Trade (Oct 15) -$795,143.6 | Z-Score 6.77 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 1d | Expectancy $98,053.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.5% |
| Consecutive Losing Trades | 4,785 | 4,306 | 3,828 | 3,349 | 2,871 | 2,392 | 1,914 | 1,435 | 957 | 478 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2441 24419910C | 1,000 | $405,190 | $405,190 | - | - | - | 0.0 |
| AA Alcoa Corporation | 44 | $1,492 | $1,694 | - | $202 | 13.54% | -0.517% |
| AAPL Apple Inc. | 91,298 | $17.72M | $31.7M | - | $13.98M | 78.93% | -0.294% |
| ABBV AbbVie Inc. | 700 | $94,310.31 | $199,528 | - | $105,217.69 | 111.57% | -0.053% |
| ABNB Airbnb Inc. Class A Common Stock | 100 | $12,816 | $17,347.5 | - | $4,531.5 | 35.36% | -1.3% |
| ABT Abbott Laboratories | 13,058 | $1.42M | $1.35M | - | -$77,821.64 | -5.47% | +0.556% |
| ADBE Adobe Inc. | 1,799 | $897,216.22 | $476,339.22 | - | -$420,877 | -46.91% | -2.133% |
| ADI Analog Devices, Inc. | 5,785 | $1.13M | $2.27M | - | $1.14M | 100.77% | +1.511% |
| ADP Automatic Data Processing Inc. | 350 | $76,926.5 | $107,065 | - | $30,138.5 | 39.18% | -0.662% |
| AMD Advanced Micro Devices Inc. | 36 | $4,100.61 | $18,676.44 | - | $14,575.83 | 355.46% | +2.138% |
| AMT American Tower Corporation | 4,851 | $945,529.88 | $919,337.26 | - | -$26,192.62 | -2.77% | +4.376% |
| AMZN Amazon.com Inc | 21,574 | $2.84M | $5.38M | - | $2.54M | 89.56% | -0.32% |
| ANET ANET | 718 | $116,359.08 | $184,202 | - | $67,842.92 | 58.3% | 0.0 |
| AVGO Broadcom Inc. | 870 | $139,681.11 | $283,045.8 | - | $143,364.69 | 102.64% | +0.65% |
| AWK American Water Works Company, Inc. | 100 | $14,275 | $14,245 | - | -$30 | -0.21% | -0.545% |
| AXDX Accelerate Diagnostics Inc. | 140 | $548 | $4.76 | - | -$543.24 | -99.13% | 0.0 |
| AZN AZN | 55 | $3,935 | $3,935 | - | - | - | 0.0 |
| BA The Boeing Company | 3,626 | $737,232.72 | $677,373.06 | - | -$59,859.66 | -8.12% | -0.395% |
| BAC Bank of America Corporation | 100 | $2,868 | $5,078.5 | - | $2,210.5 | 77.07% | -0.578% |
| BBWI Bath & Body Works Inc. | 14,700 | $556,074.49 | $308,773.5 | - | -$247,300.99 | -44.47% | -2.755% |
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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: State Street SPDR S&P Global Infrastructure ETF - $479,533.1, NVIDIA Corporation - $448,304.84, Oracle Corporation - $437,227.75, JPMorgan Chase & Co - $328,315.11, and International Business Machines Corporation - $316,651.73. 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 Common Stock - $31,878.07, Biogen Inc - $24,545.84, General Motors Co - $4,808.2, Weyerhaeuser Co - $2,577.86, 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 $5.62M earned over time. The largest contributors to dividend income include State Street SPDR S&P Global Infrastructure ETF - $479,533.1, Apple Inc - $310,079.5, JPMorgan Chase & Co - $279,220.65, Microsoft Corporation Common Stock - $191,318.09, and Truist Financial Corporation - $151,797.36. 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.
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