NH
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:
41.74%
Gain +0.98%
Monthly
0.99%
Yearly
12.56%
Drawdown
16.49%
$157.8M
Equity
Holdings
$157.8M
Investment
$105.77M
$53.79M
Profit +$1.79M
Realized
$1.75M
Unrealized
$52.03M
Dividends
$5.04M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.98%
Profit
$1.79M
Win %
72%
This Week
Compared To Last Week
Gain
-2.12%
Profit
-$3.41M
Win %
72%
This Month
Compared to last month
Gain
-2.99%
Profit
-$4.87M
Win %
72%
This Year
Compared to last year
Gain
4.66%
Profit
$7.03M
Win %
72%
KLAC KLA Corporation
+13.25%
+$8,773.62 
INTC Intel Corporation
+9.53%
+$5,487.6 
AMD Advanced Micro Devices, Inc.
+8.18%
+$1,332.72 
CCL Carnival Corporation Ltd.
+8.16%
+$262.88 
CRWD CrowdStrike Holdings, Inc.
+6.95%
+$5,583.72 
FCX Freeport-McMoRan Inc.
+6.49%
+$46,332.89 
HON Honeywell International Inc.
+6.22%
+$111,579.85 
BA Boeing Company
+5.86%
+$44,112.96 
MCHP Microchip Technology Incorporated
+5.85%
+$36,879.5 
PANW Palo Alto Networks, Inc.
+5.65%
+$123,183.08 
HWM Howmet Aerospace Inc.
+5.62%
+$1,863.33 
CC Chemours Co.
+5.56%
+$11.3 
FDX FedEx Corporation
+5.5%
+$9,354.15 
GD General Dynamics Corporation
+5.39%
+$65,489.03 
UA Under Armour Inc.
+5.33%
+$207.68 
AA Alcoa Corporation
+4.94%
+$142.56 
GEV GE Vernova Inc.
+4.87%
+$843.8 
CAT Caterpillar Inc.
+4.66%
+$22,202.04 
ADI Analog Devices, Inc.
+4.62%
+$105,008.9 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$14,271.48 
TSLA Tesla, Inc.
+4.41%
+$1,463.34 
GE General Electric Company
+4.25%
+$1,163.58 
NKE Nike, Inc. - Class B
+4.23%
+$23,962.38 
AVGO Broadcom Inc.
+3.96%
+$12,828.14 
NUE Nucor Corporation
+3.95%
+$297 
DG Dollar General Corporation
+3.89%
+$2,140 
RTX RTX Corporation
+3.69%
+$530.55 
USPH U.S. Physical Therapy Inc.
+3.68%
+$924 
BBWI Bath & Body Works, Inc.
+3.56%
+$9,211.25 
MAS Masco Corporation
+3.54%
+$25,866.63 
ROBO ROBO Global Robotics & Automation Index ETF
+3.52%
+$910 
TGT Target Corporation
+3.42%
+$174.8 
CMI Cummins Inc.
+3.4%
+$4,284 
EL The Estée Lauder Companies Inc. Class A
+3.38%
+$11,672.71 
VGT Vanguard Information Technology ETF
+3.38%
+$8,025.6 
GSK GSK plc Sponsored ADR
+3.37%
+$38,150.1 
QQQ Invesco QQQ Trust, Series 1
+3.37%
+$3,737.6 
DD DuPont de Nemours Inc.
+3.3%
+$29,866.08 
FTEC Fidelity MSCI Information Technology Index ETF
+3.28%
+$14,598.17 
VTRS Viatris Inc.
+3.11%
+$11.27 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$29,369.12 
IWM iShares Russell 2000 ETF
+2.98%
+$2,097.5 
REZI Resideo Technologies Inc.
+2.96%
+$461.02 
BIIB Biogen Inc.
+2.96%
+$16,220.75 
IJK iShares S&P Mid-Cap 400 Growth ETF
+2.82%
+$359.95 
NTRS Northern Trust Corporation
+2.72%
+$456.52 
IWP iShares Russell Mid-Cap Growth ETF
+2.69%
+$1,258.56 
LLY Eli Lilly and Company
+2.58%
+$2,927 
BMY Bristol-Myers Squibb Company
+2.52%
+$13,465.2 
NVDA NVIDIA Corporation
+2.5%
+$340,665 
VB Vanguard Small-Cap ETF
+2.49%
+$5,508.8 
MAR Marriott International Inc. - Class A
+2.49%
+$1,536 
OLED Universal Display Corporation
+2.48%
+$206.15 
MDY SPDR S&P MidCap 400 ETF Trust
+2.43%
+$3,184.34 
PFE Pfizer Inc.
+2.42%
+$11,211.46 
CSCO Cisco Systems, Inc.
+2.41%
+$43,889.56 
CMG Chipotle Mexican Grill, Inc.
+2.38%
+$32,688.8 
IJR iShares Core S&P Small-Cap ETF
+2.37%
+$131.6 
HD The Home Depot, Inc.
+2.31%
+$20,205.12 
LOW Lowe's Companies Inc.
+2.18%
+$17,176.08 
DEO Diageo plc Sponsored ADR
+2.16%
+$113.85 
IWR iShares Russell Mid-Cap ETF
+2.14%
+$723.2 
CVS CVS Health Corporation
+2.11%
+$32,205.11 
IWS iShares Russell Mid-Cap Value ETF
+2.05%
+$617.5 
WBD Warner Bros. Discovery, Inc.
+1.96%
+$163.77 
DIS The Walt Disney Company
+1.96%
+$10,385.33 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.95%
+$208.5 
CEG Constellation Energy Corporation
+1.92%
+$354.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.87%
+$6,293.97 
VO Vanguard Mid-Cap ETF
+1.84%
+$9,289.28 
TFC Truist Financial Corporation
+1.84%
+$21,709.29 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$1,293 
VUG Vanguard Growth ETF
+1.78%
+$7,348.68 
VOO Vanguard S&P 500 ETF
+1.77%
+$13,107.65 
VTV Vanguard Value ETF
+1.74%
+$3,464.92 
ITW Illinois Tool Works Inc.
+1.71%
+$1,225.49 
MRK Merck & Co., Inc.
+1.66%
+$1,207.8 
DE Deere & Company
+1.61%
+$14,355.02 
JPM JPMorgan Chase & Co.
+1.52%
+$70,612.49 
BNY BlackRock New York Municipal Income Trust
+1.5%
+$4,491.9 
AMZN Amazon.com Inc
+1.48%
+$75,852.64 
BX Blackstone Inc.
+1.46%
+$10,983.77 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.46%
+$734.25 
TSCO Tractor Supply Company
+1.45%
+$1,050.2 
AAPL Apple Inc.
+1.44%
+$384,188.67 
IBM International Business Machines Corporation
+1.38%
+$17,617.55 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$1,756.79 
PRU Prudential Financial, Inc.
+1.31%
+$633.87 
USB U.S. Bancorp
+1.3%
+$693.38 
IGF iShares Global Infrastructure ETF
+1.3%
+$1,885.12 
LIN Linde plc
+1.29%
+$249.66 
GEHC GE HealthCare Technologies Inc.
+1.29%
+$22.96 
GGG Graco Inc.
+1.28%
+$91.18 
YUM Yum! Brands, Inc.
+1.26%
+$962.64 
ONB Old National Bancorp
+1.23%
+$431.7 
ABNB Airbnb, Inc.
+1.22%
+$157.5 
EIX Edison International
+1.2%
+$129 
GII SPDR S&P Global Infrastructure ETF
+1.19%
+$103,810.08 
BAC Bank of America Corporation
+1.04%
+$57 
SLB Schlumberger Limited
+1.04%
+$10,756.68 
PYPL PayPal Holdings Inc
+1.03%
+$2,498.16 
QCRH QCR Holdings Inc.
+0.99%
+$3,320.25 
PSA Public Storage Common Stock
+0.98%
+$1,614.14 
MCD McDonald's Corporation
+0.97%
+$8,801.55 
FAST Fastenal Co.
+0.92%
+$222.7 
ETSY Etsy Inc.
+0.9%
+$86.8 
TRN Trinity Industries Inc.
+0.87%
+$368.75 
MMM 3M Company
+0.83%
+$70.74 
CTA-PA EIDP, Inc.
+0.81%
+$663.06 
ABT Abbott Laboratories
+0.77%
+$8,987.94 
WY Weyerhaeuser Company
+0.74%
+$50.58 
OGN Organon & Co.
+0.71%
+$0.57 
NSC Norfolk Southern Corporation
+0.71%
+$9,648.72 
MRSH Marsh & McLennan Companies, Inc.
+0.69%
+$4,666.72 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.68%
+$2,287.16 
VZ Verizon Communications Inc.
+0.6%
+$229.6 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$2,262.54 
JNK SPDR Bloomberg High Yield Bond ETF
+0.56%
+$945.88 
BLK BlackRock, Inc.
+0.53%
+$4,121 
VLTO Veralto Corporation
+0.5%
+$59.34 
WFC Wells Fargo & Company
+0.46%
+$3,360.72 
TRV The Travelers Companies, Inc.
+0.43%
+$400.4 
D Dominion Energy, Inc.
+0.39%
+$76.44 
ZTS Zoetis Inc.
+0.37%
+$360 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.34%
+$62.56 
ABBV AbbVie Inc.
+0.33%
+$525 
WTBA West Bancorporation Inc.
+0.32%
+$12.4 
MDT Medtronic plc
+0.29%
+$293.75 
TAP Molson Coors Beverage Company
+0.27%
+$6.71 
FNF Fidelity National Financial, Inc.
+0.25%
+$34.59 
JNJ Johnson & Johnson
+0.24%
+$397.28 
CMCSA Comcast Corp
+0.23%
+$1,061.96 
ENB Enbridge Inc.
+0.16%
+$136.44 
VNQ Vanguard Real Estate ETF
+0.14%
+$186.2 
GOOG Alphabet Inc
+0.13%
+$10,048.02 
KKR KKR & Co. Inc.
+0.11%
+$105 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$53 
TJX The TJX Companies, Inc.
+0.09%
+$1,845.12 
24419910C
0%
$0 
ABC AmerisourceBergen Corporation
0%
$0 
ANET
0%
$0 
AXDX Accelerate Diagnostics Inc.
0%
$0 
AZN
0%
$0 
EXAS Exact Sciences Corp
0%
$0 
ICCH Icc Holdings Inc.
0%
$0 
JWN Nordstrom Inc.
0%
$0 
WBA Walgreens Boots Alliance Inc.
0%
$0 
ZIMV Zimvie Inc.
0%
$0 
ORCL Oracle Corporation
-8.43%
-$243,613.44 
ADBE Adobe Inc.
-5.85%
-$24,041.6 
OXY-WT Occidental Petroleum Corporation
-4.4%
-$15.5 
WIX Wix.com Ltd.
-4.01%
-$398.82 
COP ConocoPhillips
-3.54%
-$1,170.24 
XOM Exxon Mobil Corporation
-2.63%
-$33,374.88 
OXY Occidental Petroleum Corporation
-2.57%
-$126.42 
EOG EOG Resources, Inc.
-2.56%
-$18,470.55 
MO Altria Group, Inc.
-2.27%
-$664 
TTD The Trade Desk, Inc. Class A
-2.25%
-$43.5 
CRM Salesforce Inc
-2.16%
-$20,669.83 
SOLV Solventum Corporation
-1.95%
-$20.48 
CVX Chevron Corporation
-1.94%
-$16,505.37 
PSX Phillips 66
-1.91%
-$478.17 
MSFT Microsoft Corp.
-1.83%
-$130,508.28 
ADP Automatic Data Processing Inc.
-1.77%
-$1,435 
DOW Dow Inc.
-1.68%
-$700.92 
DHR Danaher Corporation
-1.58%
-$788.61 
PAYX Paychex Inc.
-1.58%
-$201.6 
AWK American Water Works Company, Inc.
-1.55%
-$196 
FIS Fidelity National Information Services, Inc.
-1.35%
-$51.45 
AMT American Tower Corporation
-1.31%
-$12,287.52 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$235.2 
BR Broadridge Financial Solutions, Inc.
-1.18%
-$134.16 
CTSH Cognizant Technology Solutions Corporation
-1.17%
-$93.78 
KO The Coca-Cola Company
-0.96%
-$10,677.52 
MDLZ Mondelez International, Inc.
-0.95%
-$11,130.06 
V Visa Inc. Class A
-0.94%
-$821.13 
ICE Intercontinental Exchange, Inc.
-0.91%
-$10,232.32 
NFLX Netflix, Inc.
-0.9%
-$4,440 
COST Costco Wholesale Corporation
-0.83%
-$22,755.55 
PGR Progressive Corporation
-0.75%
-$240.24 
SCHW Charles Schwab Corporation
-0.72%
-$5,514.24 
CB Chubb Limited
-0.7%
-$167.4 
YUMC Yum China Holdings Inc.
-0.5%
-$110.88 
ZBH Zimmer Biomet Holdings, Inc.
-0.48%
-$3,040.87 
DUK Duke Energy Corporation
-0.46%
-$117.99 
SO The Southern Company
-0.44%
-$822.45 
META Meta Platforms Inc Class A
-0.38%
-$18,652.06 
CDW CDW Corporation
-0.38%
-$1,878.66 
MA Mastercard Incorporated
-0.3%
-$6,858.41 
PEP PepsiCo, Inc.
-0.28%
-$701.22 
UNH UnitedHealth Group Incorporated
-0.27%
-$1,297.99 
BDX Becton, Dickinson and Company
-0.25%
-$711.59 
LNT Alliant Energy Corporation
-0.25%
-$473.4 
FG F&G Annuities & Life Inc.
-0.21%
-$1.08 
PG Procter & Gamble Co
-0.21%
-$1,436.24 
GWW W.W. Grainger, Inc.
-0.2%
-$3,424.32 
HAL Halliburton Company
-0.11%
-$584.05 
GOOGL Alphabet Inc
-0.1%
-$4,995.2 
NEE NextEra Energy, Inc.
-0.07%
-$667.62 
EXC Exelon Corporation
-0.04%
-$4.6 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.04%
-$4.87 
T AT&T Inc.
-0.02%
-$114.66 Events
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Dividends
Dividend Analysis
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| Trades 545 | Longs Won 390/545 71% | Profit Factor 10.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $708,929.2 |
| Average Win $153,175.82 | Best Trade (Jun 11) $11.3M | Sharpe Ratio -9.61 |
| Average Loss -$38,409.98 | Worst Trade (Jun 11) -$712,047.16 | Z-Score 7.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 5d | Expectancy $98,688.11 |
| 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% | 0.15% |
| Consecutive Losing Trades | 4,115 | 3,704 | 3,292 | 2,881 | 2,469 | 2,058 | 1,646 | 1,235 | 823 | 412 |
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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