AIG
Abbington Investment Group Portfolio
Invests via Abbington Investment Group | Managed by Peter Van Dessel, Joe Connolly
Invests via Abbington Investment Group
Managed by Peter Van Dessel, Joe Connolly
Automatically Tracked
Company Profile
Mid-market commercial real estate investment firm focused on value-add office, industrial, and multifamily assets in secondary U.S. markets. Abbington Investment Group deploys equity and joint-venture capital, emphasizing asset management, repositioning and stabilized cash flow devices for institutional and high-net-worth investors. Strategic emphasis on disciplined underwriting, conservative leverage and local operating partners to drive capital preservation and targeted income-plus returns.
Mid-market commercial real estate investment firm focused on value-add office, industrial, and multifamily assets in secondary U.S. markets. Abbington Investment Group deploys equity and joint-venture capital, emphasizing asset management, repositioning and stabilized cash flow devices for institutional and high-net-worth investors. Strategic emphasis on disciplined underwriting, conservative leverage and local operating partners to drive capital preservation and targeted income-plus returns.
Investment Philosophy & Strategy
Focused on mid-market commercial real estate in secondary U.S. markets, Abbington Investment Group prioritizes value-add office, industrial and multifamily opportunities. Capital deployment blends direct equity and joint-venture partnerships, favoring conservative leverage, rigorous underwriting and hands-on asset management to reposition assets, stabilize cash flow and deliver income-plus returns. Strategy emphasizes local operating partners, capital preservation, selective renovations and multi-year hold horizons to compound risk-adjusted returns.
Focused on mid-market commercial real estate in secondary U.S. markets, Abbington Investment Group prioritizes value-add office, industrial and multifamily opportunities. Capital deployment blends direct equity and joint-venture partnerships, favoring conservative leverage, rigorous underwriting and hands-on asset management to reposition assets, stabilize cash flow and deliver income-plus returns. Strategy emphasizes local operating partners, capital preservation, selective renovations and multi-year hold horizons to compound risk-adjusted returns.
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:
24.75%
Gain +3.15%
Monthly
2.02%
Yearly
24.75%
Drawdown
20.14%
$173M
Equity
Holdings
$173M
Investment
$149.89M
$28.51M
Profit +$4.43M
Realized
$5.39M
Unrealized
$23.12M
Dividends
$3.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.15%
Profit
$4.43M
Win %
79%
This Week
Compared To Last Week
Gain
2.63%
Profit
$4.43M
Win %
79%
This Month
Compared to last month
Gain
9.56%
Profit
$15.1M
Win %
79%
This Year
Compared to last year
Gain
11.48%
Profit
$17.81M
Win %
79%
HPK HighPeak Energy Inc.
+7.84%
+$6,295.12 
HP Helmerich & Payne Inc.
+2.37%
+$53,953.6 
KMI Kinder Morgan, Inc.
+1.64%
+$9,803.56 
RRC Range Resources Corporation
+1.49%
+$26,977.75 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$131,727.4 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$56,375.77 
SLB Schlumberger Limited
+1.39%
+$14,503.72 
AHLT American Beacon AHL Trend ETF
+1.32%
+$210,136.17 
XLE Energy Select Sector SPDR Fund
+1%
+$4,075.13 
WMB The Williams Companies, Inc.
+0.89%
+$2,177.28 
ASMF Virtus AlphaSimplex Managed Futures ETF
+0.77%
+$65,406.73 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,054.69 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$48,434.52 
VALE Vale S.A.
+0.47%
+$15,170.82 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$59,103.89 
EWZ iShares MSCI Brazil ETF
+0.33%
+$6,543.24 
PCT PureCycle Technologies, Inc.
+0.32%
+$612.6 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$2,378.16 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
+0.24%
+$17,690.68 
GGB Gerdau S.A.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
HL Hecla Mining Company
-5.42%
-$254,965.32 
AG First Majestic Silver Corp
-4.21%
-$126,397.92 
FSM Fortuna Mining Corp
-3.88%
-$43,393.18 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$286,937.53 
AEM Agnico Eagle Mines Limited
-3.63%
-$16,149.56 
ASM Avino Silver & Gold Mines Ltd.
-3.62%
-$3,170.4 
EU Encore Energy Corp
-3.54%
-$29,457.76 
GDX VanEck Gold Miners ETF
-3.49%
-$105,216.88 
SILJ Amplify Junior Silver Miners ETF
-3.45%
-$24,632.98 
EXK Endeavour Silver Corp.
-3.22%
-$116,177.25 
CDE Coeur Mining, Inc.
-3.18%
-$35,482.86 
USAS Americas Gold and Silver Corporation
-3.05%
-$3,514.44 
MOS Mosaic Company
-2.85%
-$247,841.1 
SBSW Sibanye Stillwater Ltd - ADR
-2.75%
-$5,627.75 
NEM Newmont Corporation
-2.14%
-$22,058 
SLV iShares Silver Trust
-2.13%
-$33,463.56 
PAAS Pan American Silver Corp.
-2.09%
-$11,423.63 
PSLV Sprott Physical Silver Trust
-1.98%
-$65,059.8 
BHP BHP Group Ltd.
-1.64%
-$94,375.53 
OUNZ VanEck Merk Gold Trust
-1.52%
-$8,043 
SDS ProShares UltraShort S&P500
-1.3%
-$41,937.75 
XOM Exxon Mobil Corporation
-0.97%
-$9,562.5 
EWJ iShares MSCI Japan ETF
-0.96%
-$3,247.2 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$45,978.48 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.69%
-$5,047.51 
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$16,695.7 
EWW iShares MSCI Mexico ETF
-0.39%
-$9,422.1 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$7,608.48 
MTBA Simplify MBS ETF
-0.31%
-$18,231.75 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$840.04 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$4,798.23 Events
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Dividends
Dividend Analysis
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| Trades 181 | Longs Won 139/181 76% | Profit Factor 8.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $406,625.62 |
| Average Win $233,667.9 | Best Trade (Aug 27) $2.57M | Sharpe Ratio -9.93 |
| Average Loss -$94,519.11 | Worst Trade (Aug 17) -$1.14M | Z-Score 12.37 (100%) |
| Commissions $0 | Avg. Trade Length 6m 4w | Expectancy $157,514.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,832 | 1,648 | 1,465 | 1,282 | 1,099 | 916 | 733 | 549 | 366 | 183 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AEM Agnico Eagle Mines Limited | 2,947 | $496,924.53 | $428,110.69 | - | -$68,813.84 | -13.85% | -3.635% |
| AG First Majestic Silver Corp | 191,512 | $2.56M | $2.88M | - | $320,920.08 | 12.55% | -4.207% |
| AHLT American Beacon AHL Trend ETF | 554,449 | $13.85M | $16.1M | - | $2.25M | 16.23% | +1.323% |
| ASM Avino Silver & Gold Mines Ltd. | 15,852 | $100,502 | $84,491.16 | - | -$16,010.84 | -15.93% | -3.617% |
| ASMF Virtus AlphaSimplex Managed Futures ETF | 330,337 | $7.99M | $8.54M | - | $549,007.04 | 6.87% | +0.772% |
| BHP BHP Group Ltd. | 66,933 | $3.86M | $5.66M | - | $1.79M | 46.41% | -1.641% |
| CDE Coeur Mining, Inc. | 72,414 | $1.22M | $1.08M | - | -$137,588.37 | -11.3% | -3.182% |
| CTA Simplify Managed Futures Strategy ETF | 537,313 | $15.05M | $14.58M | - | -$469,735.34 | -3.12% | +0.407% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 29,727 | $811,890.5 | $919,158.84 | - | $107,268.34 | 13.21% | +0.259% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 21,001 | $531,955.35 | $534,895.47 | - | $2,940.12 | 0.55% | -0.157% |
| EU Encore Energy Corp | 736,444 | $1.47M | $802,723.96 | - | -$668,562.77 | -45.44% | -3.54% |
| EWJ iShares MSCI Japan ETF | 3,608 | $289,392.24 | $333,343.12 | - | $43,950.88 | 15.19% | -0.965% |
| EWW iShares MSCI Mexico ETF | 31,407 | $2.14M | $2.41M | - | $268,835.96 | 12.54% | -0.389% |
| EWZ iShares MSCI Brazil ETF | 54,527 | $1.69M | $2M | - | $307,308.3 | 18.17% | +0.328% |
| EXK Endeavour Silver Corp. | 464,709 | $3.77M | $3.49M | - | -$275,929.53 | -7.32% | -3.218% |
| FNDC Schwab Fundamental International Small Company Index ETF | 127,718 | $5.69M | $6.29M | - | $601,128.65 | 10.57% | -0.726% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 179,386 | $6.52M | $7.41M | - | $889,870.48 | 13.66% | +0.658% |
| FSM Fortuna Mining Corp | 127,627 | $1.17M | $1.08M | - | -$92,260.51 | -7.9% | -3.877% |
| GDX VanEck Gold Miners ETF | 39,260 | $3M | $2.91M | - | -$92,602.85 | -3.08% | -3.49% |
| GDXJ VanEck Junior Gold Miners ETF | 78,613 | $7.82M | $7.5M | - | -$324,605.19 | -4.15% | -3.685% |
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FAQ
Which stocks have generated the highest profits for Abbington Investment Group?
The largest contributions to the portfolio's profits come from the following stocks: iShares Silver Trust - $1.54M, SPDR S&P Oil & Gas Exploration & Production ETF - $1.29M, Sprott Physical Silver Trust - $874,196.09, Simplify Managed Futures Strategy ETF - $666,370.83, and Petrobras S.A. Sponsored ADR - $629,940.72. 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: Marqeta, Inc. Class A - $273,481.26, JD.com Inc - $41,211.5, Encore Energy Corp - $25,169.18, ProShares Short S&P500 - $21,402.85, and Baidu Inc - $2,283.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Abbington Investment Group's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.65M earned over time. The largest contributors to dividend income include Simplify Managed Futures Strategy ETF - $666,370.83, Petrobras S.A. Sponsored ADR - $389,227.36, Simplify MBS ETF - $298,183.38, Schwab Fundamental International Small Company Index ETF - $255,043.04, and Schwab Fundamental Emerging Markets Large Company Index ETF - $225,448.46. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Abbington Investment Group's monthly returns?
Abbington Investment Group's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Abbington Investment Group's strategy be considered aggressive or moderate?
Abbington Investment Group'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 Abbington Investment Group's strategy?
Abbington Investment Group's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
