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:
58.95%
Gain +1.11%
Monthly
1.21%
Yearly
15.5%
Drawdown
19.4%
$162.12M
Equity
Holdings
$162.12M
Investment
$104.22M
$60.25M
Profit +$1.74M
Realized
$2.36M
Unrealized
$57.89M
Dividends
$5.39M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.11%
Profit
$1.74M
Win %
68%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$585,001.19
Win %
68%
This Month
Compared to last month
Gain
0.11%
Profit
$181,892.86
Win %
68%
This Year
Compared to last year
Gain
8.88%
Profit
$13.23M
Win %
68%
BBWI Bath & Body Works, Inc.
+4.53%
+$11,613 
CDW CDW Corporation
+3.91%
+$21,087.98 
BX Blackstone Inc.
+3.72%
+$29,106.36 
GEV GE Vernova Inc.
+2.99%
+$552.2 
IBM International Business Machines Corporation
+2.86%
+$30,834.19 
BRK-B Berkshire Hathaway Inc.
+2.79%
+$790.72 
CSCO Cisco Systems, Inc.
+2.54%
+$41,586.09 
INTC Intel Corporation
+2.45%
+$1,114.57 
PSX Phillips 66
+2.36%
+$840.42 
AMT American Tower Corporation
+2.33%
+$19,549.53 
CRM Salesforce Inc
+2.18%
+$29,608.13 
ADI Analog Devices, Inc.
+2.1%
+$43,792.45 
CAT Caterpillar Inc.
+2.09%
+$9,368.74 
UA Under Armour Inc.
+2.07%
+$70.4 
BA Boeing Company
+2.04%
+$15,156.68 
AAPL Apple Inc.
+1.82%
+$541,396.23 
WIX Wix.com Ltd.
+1.81%
+$293.69 
GOOGL Alphabet Inc
+1.8%
+$84,769.16 
GOOG Alphabet Inc
+1.75%
+$125,445.92 
AMZN Amazon.com Inc
+1.74%
+$94,494.12 
ORCL Oracle Corporation
+1.71%
+$37,128.02 
T AT&T Inc.
+1.7%
+$9,630.03 
KKR KKR & Co. Inc.
+1.69%
+$1,700 
DE Deere & Company
+1.67%
+$18,071.35 
CMI Cummins Inc.
+1.64%
+$1,798.99 
CCL Carnival Corporation Ltd.
+1.62%
+$45.26 
AMD Advanced Micro Devices, Inc.
+1.58%
+$285.84 
META Meta Platforms Inc Class A
+1.55%
+$84,648.96 
MCHP Microchip Technology Incorporated
+1.5%
+$7,909.44 
USPH U.S. Physical Therapy Inc.
+1.4%
+$436 
JPM JPMorgan Chase & Co.
+1.38%
+$73,137.66 
FCX Freeport-McMoRan Inc.
+1.34%
+$10,918.51 
NVDA NVIDIA Corporation
+1.3%
+$192,722.4 
ROBO ROBO Global Robotics & Automation Index ETF
+1.3%
+$328.25 
FTEC Fidelity MSCI Information Technology Index ETF
+1.29%
+$6,106.05 
VGT Vanguard Information Technology ETF
+1.29%
+$3,252.48 
ABBV AbbVie Inc.
+1.25%
+$2,233 
WFC Wells Fargo & Company
+1.24%
+$9,887.88 
GWW W.W. Grainger, Inc.
+1.24%
+$20,301.76 
MAR Marriott International Inc. - Class A
+1.23%
+$649.6 
DG Dollar General Corporation
+1.23%
+$755 
VZ Verizon Communications Inc.
+1.19%
+$487.9 
CVX Chevron Corporation
+1.18%
+$11,277.3 
IEMG iShares Core MSCI Emerging Markets ETF
+1.17%
+$3,795.25 
ICE Intercontinental Exchange, Inc.
+1.15%
+$14,027.92 
ETSY Etsy Inc.
+1.13%
+$113.4 
VUG Vanguard Growth ETF
+1.12%
+$4,833.36 
IEFA iShares Core MSCI EAFE ETF
+1.11%
+$11,093.44 
CRWD CrowdStrike Holdings, Inc.
+1.05%
+$1,091.2 
TSLA Tesla, Inc.
+1.03%
+$326.25 
MSFT Microsoft Corp.
+1.01%
+$88,650 
GGG Graco Inc.
+0.99%
+$72.75 
FAST Fastenal Co.
+0.97%
+$248.9 
SPY SPDR S&P 500 ETF Trust
+0.96%
+$726 
VOO Vanguard S&P 500 ETF
+0.95%
+$7,351.56 
CEG Constellation Energy Corporation
+0.92%
+$199.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.91%
+$3,198.57 
TRV The Travelers Companies, Inc.
+0.89%
+$1,004.08 
HD The Home Depot, Inc.
+0.85%
+$6,528.13 
XOM Exxon Mobil Corporation
+0.83%
+$11,598.9 
QQQ Invesco QQQ Trust, Series 1
+0.83%
+$945.6 
IWP iShares Russell Mid-Cap Growth ETF
+0.83%
+$386.46 
NTRS Northern Trust Corporation
+0.81%
+$154.03 
YUMC Yum China Holdings Inc.
+0.8%
+$171.36 
BAC Bank of America Corporation
+0.78%
+$49 
PG Procter & Gamble Co
+0.78%
+$5,178.15 
HWM Howmet Aerospace Inc.
+0.76%
+$231.42 
JNJ Johnson & Johnson
+0.76%
+$1,404.45 
VO Vanguard Mid-Cap ETF
+0.75%
+$3,868.8 
IWR iShares Russell Mid-Cap ETF
+0.73%
+$256 
VIG Vanguard Dividend Appreciation ETF
+0.73%
+$996.48 
VTV Vanguard Value ETF
+0.72%
+$1,511.79 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.7%
+$89.12 
PYPL PayPal Holdings Inc
+0.67%
+$2,121.12 
MDY SPDR S&P MidCap 400 ETF Trust
+0.67%
+$856.63 
IWS iShares Russell Mid-Cap Value ETF
+0.66%
+$209 
IWM iShares Russell 2000 ETF
+0.65%
+$470 
KLAC KLA Corporation
+0.63%
+$344.1 
VB Vanguard Small-Cap ETF
+0.62%
+$1,371.49 
DIS The Walt Disney Company
+0.61%
+$3,453.97 
SLB Schlumberger Limited
+0.61%
+$6,326.75 
V Visa Inc. Class A
+0.6%
+$433.16 
MMM 3M Company
+0.6%
+$52.38 
NFLX Netflix, Inc.
+0.58%
+$2,639.99 
ABNB Airbnb, Inc.
+0.57%
+$96 
ITW Illinois Tool Works Inc.
+0.57%
+$431.93 
VTRS Viatris Inc.
+0.55%
+$0.99 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.54%
+$58.5 
USB U.S. Bancorp
+0.54%
+$313.89 
BNY BlackRock New York Municipal Income Trust
+0.52%
+$1,796.74 
AVGO Broadcom Inc.
+0.51%
+$1,605.16 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$36 
OLED Universal Display Corporation
+0.5%
+$38.48 
LIN Linde plc
+0.5%
+$87.4 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
+0.47%
+$53.57 
IJR iShares Core S&P Small-Cap ETF
+0.47%
+$26.8 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.45%
+$249.65 
FNF Fidelity National Financial, Inc.
+0.44%
+$56.22 
BIIB Biogen Inc.
+0.42%
+$2,598.08 
GE General Electric Company
+0.41%
+$113.95 
LOW Lowe's Companies Inc.
+0.4%
+$2,838.42 
VNQ Vanguard Real Estate ETF
+0.39%
+$492.1 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.36%
+$69.92 
VLTO Veralto Corporation
+0.36%
+$43.18 
D Dominion Energy, Inc.
+0.35%
+$67.62 
HAL Halliburton Company
+0.33%
+$1,557.12 
NKE Nike, Inc. - Class B
+0.3%
+$1,394.25 
IGF iShares Global Infrastructure ETF
+0.3%
+$382.85 
MAS Masco Corporation
+0.3%
+$2,083 
NEE NextEra Energy, Inc.
+0.28%
+$2,613.2 
MO Altria Group, Inc.
+0.28%
+$76 
DD DuPont de Nemours, Inc.
+0.28%
+$2,322.03 
HON Honeywell International Inc.
+0.27%
+$2,354.85 
SCHW Charles Schwab Corporation
+0.27%
+$2,438.46 
GII SPDR S&P Global Infrastructure ETF
+0.26%
+$22,625.2 
JNK SPDR Bloomberg High Yield Bond ETF
+0.26%
+$433.16 
SOLV Solventum Corporation
+0.24%
+$2.79 
TFC Truist Financial Corporation
+0.24%
+$2,745.24 
MA Mastercard Incorporated
+0.24%
+$6,210.9 
DEO Diageo plc Sponsored ADR
+0.23%
+$13.2 
GSK GSK plc Sponsored ADR
+0.23%
+$2,464.55 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.21%
+$679.97 
SO The Southern Company
+0.2%
+$361.08 
LNT Alliant Energy Corporation
+0.2%
+$355.05 
DUK Duke Energy Corporation
+0.19%
+$46.58 
PRU Prudential Financial, Inc.
+0.19%
+$101.42 
OXY-WT Occidental Petroleum Corporation
+0.15%
+$0.6 
BND Vanguard Total Bond Market Index Fund
+0.15%
+$565.63 
EOG EOG Resources, Inc.
+0.14%
+$1,075.57 
OXY Occidental Petroleum Corporation
+0.13%
+$6.88 
PAYX Paychex Inc.
+0.13%
+$18.9 
WY Weyerhaeuser Company
+0.11%
+$7.03 
COP ConocoPhillips
+0.1%
+$38.64 
CTSH Cognizant Technology Solutions Corporation
+0.09%
+$7.75 
KO The Coca-Cola Company
+0.09%
+$996.23 
EXC Exelon Corporation
+0.08%
+$8.05 
OGN Organon & Co.
+0.04%
+$0.03 
REZI Resideo Technologies Inc.
+0.03%
+$2.59 
EL The Estée Lauder Companies Inc. Class A
+0.01%
+$38.72 
GD General Dynamics Corporation
+0.01%
+$89.08 
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 
ZIMV Zimvie Inc.
0%
$0 ANET
ANET
0%
$0 2441
24419910C
0%
$0 AZN
AZN
0%
$0 
FIS Fidelity National Information Services, Inc.
-2.06%
-$77.91 
ZTS Zoetis Inc.
-1.39%
-$1,212 
CMG Chipotle Mexican Grill, Inc.
-1.27%
-$20,849.04 
ADBE Adobe Inc.
-1.16%
-$5,181.12 
FG F&G Annuities & Life Inc.
-1.12%
-$4.77 
DOW Dow Inc.
-1.05%
-$377.89 
ABT Abbott Laboratories
-1.02%
-$13,776.19 
TJX The TJX Companies, Inc.
-0.96%
-$14,582.66 
AWK American Water Works Company, Inc.
-0.96%
-$134.5 
GEHC GE HealthCare Technologies Inc.
-0.86%
-$15.4 
UNH UnitedHealth Group Incorporated
-0.72%
-$3,286.3 
WTBA West Bancorporation Inc.
-0.69%
-$31 
CTVA Corteva Inc.
-0.63%
-$817.26 
ZBH Zimmer Biomet Holdings, Inc.
-0.62%
-$4,097.16 
PFE Pfizer Inc.
-0.61%
-$3,065.61 
YUM Yum! Brands, Inc.
-0.6%
-$433.44 
NUE Nucor Corporation
-0.59%
-$45 
EIX Edison International
-0.56%
-$48 
NSC Norfolk Southern Corporation
-0.56%
-$8,062.56 
MRSH Marsh & McLennan Companies, Inc.
-0.55%
-$3,981.74 
BR Broadridge Financial Solutions, Inc.
-0.54%
-$70.59 
FDX FedEx Corporation
-0.52%
-$458.46 
MRK Merck & Co., Inc.
-0.5%
-$331.2 
BMY Bristol-Myers Squibb Company
-0.47%
-$2,889.3 
TTD The Trade Desk, Inc. Class A
-0.47%
-$6.5 
PANW Palo Alto Networks, Inc.
-0.46%
-$6,449.32 
CB Chubb Limited
-0.38%
-$92.88 
WBD Warner Bros. Discovery, Inc.
-0.37%
-$33.39 
MDT Medtronic plc
-0.37%
-$425 
PSA Public Storage Common Stock
-0.32%
-$480.65 
TSCO Tractor Supply Company
-0.31%
-$42 
LLY Eli Lilly and Company
-0.3%
-$337 
COR Cencora, Inc.
-0.29%
-$3,500.6 
MDLZ Mondelez International, Inc.
-0.27%
-$3,121.54 
PGR Progressive Corporation
-0.26%
-$88.92 
CMCSA Comcast Corp
-0.26%
-$1,250.82 
TRN Trinity Industries Inc.
-0.21%
-$75 
CC Chemours Co.
-0.2%
-$0.3 
MCD McDonald's Corporation
-0.2%
-$1,589.01 
ADP Automatic Data Processing Inc.
-0.15%
-$143.5 
RTX RTX Corporation
-0.15%
-$24.3 
ONB Old National Bancorp
-0.13%
-$47.06 
CVS CVS Health Corporation
-0.13%
-$1,875.6 
AA Alcoa Corporation
-0.12%
-$2.64 
BDX Becton, Dickinson and Company
-0.11%
-$373.15 
DHR Danaher Corporation
-0.1%
-$46.41 
QCRH QCR Holdings Inc.
-0.1%
-$366.98 
COST Costco Wholesale Corporation
-0.04%
-$918.39 
PEP PepsiCo, Inc.
-0.03%
-$70.1 Events
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Dividends
Dividend Analysis
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| Trades 625 | Longs Won 437/625 69% | Profit Factor 10.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $777,590.53 |
| Average Win $152,174.22 | Best Trade (Sep 04) $12.78M | Sharpe Ratio -10.3 |
| Average Loss -$33,248.83 | Worst Trade (Sep 10) -$809,887.09 | Z-Score 7.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 2d | Expectancy $96,398.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.44% |
| Consecutive Losing Trades | 4,878 | 4,390 | 3,902 | 3,415 | 2,927 | 2,439 | 1,951 | 1,463 | 976 | 488 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2441 24419910C | 1,000 | $405,190 | $405,190 | - | - | - | 0.0 |
| AA Alcoa Corporation | 44 | $1,492 | $2,122.56 | - | $630.56 | 42.26% | -0.124% |
| AAPL Apple Inc. | 91,298 | $17.72M | $30.36M | - | $12.64M | 71.36% | +1.816% |
| ABBV AbbVie Inc. | 700 | $94,310.31 | $180,733 | - | $86,422.69 | 91.64% | +1.251% |
| ABNB Airbnb, Inc. | 100 | $12,816 | $16,861 | - | $4,045 | 31.56% | +0.573% |
| ABT Abbott Laboratories | 13,058 | $1.42M | $1.34M | - | -$87,941.59 | -6.18% | -1.021% |
| ADBE Adobe Inc. | 1,799 | $897,216.22 | $442,464.05 | - | -$454,752.17 | -50.68% | -1.157% |
| ADI Analog Devices, Inc. | 5,785 | $1.13M | $2.13M | - | $1.01M | 89.1% | +2.096% |
| ADP Automatic Data Processing Inc. | 350 | $76,926.5 | $93,422 | - | $16,495.5 | 21.44% | -0.153% |
| AMD Advanced Micro Devices, Inc. | 36 | $4,100.61 | $18,415.44 | - | $14,314.83 | 349.09% | +1.577% |
| AMT American Tower Corporation | 4,851 | $945,529.88 | $858,675.51 | - | -$86,854.37 | -9.19% | +2.33% |
| AMZN Amazon.com Inc | 21,574 | $2.84M | $5.53M | - | $2.69M | 94.64% | +1.739% |
| ANET ANET | 718 | $116,359.08 | $116,359.08 | - | - | - | 0.0 |
| AVGO Broadcom Inc. | 870 | $139,681.11 | $315,527.25 | - | $175,846.14 | 125.89% | +0.511% |
| AWK American Water Works Company, Inc. | 100 | $14,275 | $13,849.5 | - | -$425.5 | -2.98% | -0.962% |
| AXDX Accelerate Diagnostics Inc. | 140 | $548 | $4.76 | - | -$543.24 | -99.13% | 0.0 |
| AZN AZN | 55 | $3,935 | $3,935 | - | - | - | 0.0 |
| BA Boeing Company | 3,626 | $737,232.72 | $757,761.48 | - | $20,528.76 | 2.78% | +2.041% |
| BAC Bank of America Corporation | 100 | $2,868 | $6,305 | - | $3,437 | 119.84% | +0.783% |
| BBWI Bath & Body Works, Inc. | 14,700 | $556,074.49 | $268,128 | - | -$287,946.49 | -51.78% | +4.527% |
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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 - $431,339.84, Oracle Corporation - $430,142.25, International Business Machines Corporation - $316,651.73, and JPMorgan Chase & Co - $303,535.41. 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 $5.39M earned over time. The largest contributors to dividend income include SPDR S&P Global Infrastructure ETF - $479,533.1, Apple Inc - $310,079.5, JPMorgan Chase & Co - $254,440.95, Microsoft Corp - $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.
