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Thomas Anderman Portfolio
Invests via Whitford Management LLC | Managed by Thomas Anderman
Invests via Whitford Management LLC
Managed by Thomas Anderman
Automatically Tracked
Thomas Anderman Profile
With a rich background in technology entrepreneurship and business development, Thomas Anderman has established himself as a transformative leader in the tech sector. His experience encompasses founding innovative startups and steering growth initiatives within established firms. Known for his ability to leverage emerging technologies for market advantage, he is recognized for enhancing operational efficiency and fostering strategic partnerships. This unique combination of startup energy and corporate acumen positions him at the forefront of investment conversations focused on technological advancement and digital transformation. His involvement significantly shapes competitive dynamics across various industries, making him a valuable asset in both public dialogue and private capital discussions.
With a rich background in technology entrepreneurship and business development, Thomas Anderman has established himself as a transformative leader in the tech sector. His experience encompasses founding innovative startups and steering growth initiatives within established firms. Known for his ability to leverage emerging technologies for market advantage, he is recognized for enhancing operational efficiency and fostering strategic partnerships. This unique combination of startup energy and corporate acumen positions him at the forefront of investment conversations focused on technological advancement and digital transformation. His involvement significantly shapes competitive dynamics across various industries, making him a valuable asset in both public dialogue and private capital discussions.
Investment Philosophy & Strategy
Identifying trends at the intersection of technology and investment, Thomas Anderman applies an entrepreneurial lens to guide his decision-making. His history as a founder imbues his investment strategy with an emphasis on scalability and disruptive innovation, focusing on companies that harness cutting-edge solutions to reshape industries. He is adept at recognizing market shifts and capitalizing on emerging opportunities, which underscores his commitment to nurturing transformative startups. Engaging proactively with management teams, he prioritizes operational improvements alongside strategic growth initiatives.
Identifying trends at the intersection of technology and investment, Thomas Anderman applies an entrepreneurial lens to guide his decision-making. His history as a founder imbues his investment strategy with an emphasis on scalability and disruptive innovation, focusing on companies that harness cutting-edge solutions to reshape industries. He is adept at recognizing market shifts and capitalizing on emerging opportunities, which underscores his commitment to nurturing transformative startups. Engaging proactively with management teams, he prioritizes operational improvements alongside strategic growth initiatives.
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:
41.02%
Gain -0.75%
Monthly
1.16%
Yearly
14.87%
Drawdown
17.14%
$106.9M
Equity
Holdings
$106.9M
Investment
$90.92M
$58.69M
Profit -$808,283.99
Realized
$42.71M
Unrealized
$15.98M
Dividends
$6.77M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$808,283.99
Win %
69%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$808,283.99
Win %
69%
This Month
Compared to last month
Gain
-1.57%
Profit
-$1.7M
Win %
69%
This Year
Compared to last year
Gain
0.03%
Profit
$34,224.7
Win %
61%
SPOT Spotify Technology S.A.
+6.67%
+$62,828.28 
GOOG Alphabet Inc
+2.97%
+$62,515.79 
META Meta Platforms Inc Class A
+2.91%
+$116,651.67 
MSFT Microsoft Corp.
+2.27%
+$70,728.07 
UBER Uber Technologies, Inc.
+1.27%
+$21,272.16 
MA Mastercard Incorporated
+0.61%
+$25,129.98 
CPNG Coupang Inc.
+0.42%
+$8,702.82 
SRLN SPDR Blackstone Senior Loan ETF
+0.11%
+$9,540 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GEV GE Vernova Inc.
-8.66%
-$182,877.44 
CRWV CoreWeave, Inc.
-6.17%
-$35,394.03 
EWY iShares MSCI South Korea ETF
-6%
-$101,369.51 
FTAI FTAI Aviation Ltd.
-5.68%
-$89,633.44 
SOXX iShares Semiconductor ETF
-5.37%
-$117,540.46 
AVGO Broadcom Inc.
-4.79%
-$167,224.5 
WWD Woodward Inc.
-3.94%
-$34,931.26 
NVDA NVIDIA Corporation
-2.85%
-$159,720.94 
GE General Electric Company
-1.98%
-$37,845.9 
AMZN Amazon.com Inc
-1.22%
-$69,943.5 
HWM Howmet Aerospace Inc.
-0.87%
-$8,570 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$156,001.07 
VOO Vanguard S&P 500 ETF
-0.34%
-$26,505.16 Events
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Dividends
Dividend Analysis
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| Trades 208 | Longs Won 123/208 59% | Profit Factor 3.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.95M |
| Average Win $660,995.85 | Best Trade (Mar 31) $23.84M | Sharpe Ratio -5.52 |
| Average Loss -$266,002.95 | Worst Trade (Mar 31) -$2.99M | Z-Score 0.72 (52.54%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $282,174.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.37% | 3% | 19.09% |
| Consecutive Losing Trades | 402 | 362 | 322 | 281 | 241 | 201 | 161 | 121 | 80 | 40 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 22,275 | $4.89M | $5.65M | - | $762,909.49 | 15.61% | -1.223% |
| AVGO Broadcom Inc. | 9,655 | $3.32M | $3.33M | - | $10,848.79 | 0.33% | -4.785% |
| CPNG Coupang Inc. | 138,140 | $3.42M | $2.1M | - | -$1.32M | -38.71% | +0.417% |
| CRWV CoreWeave, Inc. | 6,447 | $706,101.77 | $538,324.5 | - | -$167,777.27 | -23.76% | -6.169% |
| EWY iShares MSCI South Korea ETF | 8,947 | $1.13M | $1.59M | - | $459,625.79 | 40.77% | -6.004% |
| FTAI FTAI Aviation Ltd. | 8,484 | $2.3M | $1.49M | - | -$806,245.42 | -35.13% | -5.678% |
| GE General Electric Company | 5,895 | $1.58M | $1.87M | - | $286,629.65 | 18.1% | -1.984% |
| GEV GE Vernova Inc. | 2,206 | $1.44M | $1.93M | - | $487,024.24 | 33.78% | -8.66% |
| GOOG Alphabet Inc | 6,283 | $2.01M | $2.17M | - | $157,913.57 | 7.85% | +2.966% |
| HWM Howmet Aerospace Inc. | 4,285 | $992,810.85 | $975,308.85 | - | -$17,502 | -1.76% | -0.871% |
| MA Mastercard Incorporated | 7,263 | $3.89M | $4.16M | - | $273,428.41 | 7.04% | +0.608% |
| META Meta Platforms Inc Class A | 6,195 | $3.65M | $4.13M | - | $483,220.76 | 13.25% | +2.906% |
| MSFT Microsoft Corp. | 6,273 | $2.67M | $3.18M | - | $512,830.57 | 19.23% | +2.275% |
| NVDA NVIDIA Corporation | 25,720 | $4.83M | $5.45M | - | $620,229.74 | 12.83% | -2.845% |
| SOXX iShares Semiconductor ETF | 4,157 | $1.45M | $2.07M | - | $625,584.88 | 43.21% | -5.365% |
| SPOT Spotify Technology S.A. | 1,791 | $822,205 | $1M | - | $182,241.53 | 22.16% | +6.672% |
| SPY SPDR S&P 500 ETF Trust | 60,466 | $32.52M | $46.06M | - | $13.54M | 41.63% | -0.338% |
| SRLN SPDR Blackstone Senior Loan ETF | 212,000 | $8.54M | $8.6M | - | $60,420 | 0.71% | +0.111% |
| TSMWF Taiwan Semiconductor Manufacturing Company Limited | 11,193 | $192,969.61 | $192,969.67 | - | $0.06 | - | 0.0 |
| UBER Uber Technologies, Inc. | 23,376 | $2.07M | $1.7M | - | -$372,701.97 | -18.01% | +1.27% |
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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 Thomas Anderman?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $35.26M, Mastercard Incorporated - $2.94M, NVIDIA Corporation - $2.89M, Woodward Inc - $2.05M, and Lam Research Corporation - $1.84M. 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: Alphabet Inc - $2.58M, Nike, Inc. - Class B - $1.14M, Coupang Inc - $742,345.09, UnitedHealth Group Incorporated - $661,117.94, and Applied Materials, Inc - $623,047.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Anderman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.77M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $3.44M, SPDR Blackstone Senior Loan ETF - $825,635.1, iShares 0-5 Year High Yield Corporate Bond ETF - $637,673.83, TransDigm Group Inc - $489,375, and Microsoft Corp - $196,091.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Anderman's monthly returns?
Thomas Anderman'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 Thomas Anderman's strategy be considered aggressive or moderate?
Thomas Anderman's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Thomas Anderman's strategy?
Thomas Anderman'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.
