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:
18.09%
Gain -0.17%
Monthly
1.34%
Yearly
17.32%
Drawdown
20.66%
$165.15M
Equity
Holdings
$165.15M
Investment
$149.89M
$20.65M
Profit -$289,812.37
Realized
$5.39M
Unrealized
$15.26M
Dividends
$4.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$289,812.37
Win %
57%
This Week
Compared To Last Week
Gain
-2.19%
Profit
-$3.7M
Win %
57%
This Month
Compared to last month
Gain
-0.49%
Profit
-$815,811.05
Win %
57%
This Year
Compared to last year
Gain
6.41%
Profit
$9.96M
Win %
62%
AEM Agnico Eagle Mines Limited
+4.28%
+$22,338.26 
SBSW Sibanye Stillwater Ltd - ADR
+3.87%
+$8,216.51 
ASM Avino Silver & Gold Mines Ltd.
+3.79%
+$2,932.62 
EXK Endeavour Silver Corp.
+3.32%
+$120,824.34 
AG First Majestic Silver Corp
+2.88%
+$84,265.28 
GDXJ VanEck Junior Gold Miners ETF
+2.82%
+$231,908.35 
GDX VanEck Gold Miners ETF
+2.81%
+$92,064.7 
FSM Fortuna Mining Corp
+2.7%
+$35,097.43 
HL Hecla Mining Company
+2.35%
+$110,170.2 
SLV iShares Silver Trust
+2.25%
+$33,170.02 
NEM Newmont Corporation
+2.17%
+$26,039.2 
PAAS Pan American Silver Corp.
+2.15%
+$11,299.47 
HPK HighPeak Energy Inc.
+2.02%
+$2,421.2 
PSLV Sprott Physical Silver Trust
+1.97%
+$60,779.55 
SILJ Amplify Junior Silver Miners ETF
+1.86%
+$13,175.78 
EWW iShares MSCI Mexico ETF
+1.1%
+$25,125.6 
OUNZ VanEck Merk Gold Trust
+1.08%
+$5,697.12 
USAS Americas Gold and Silver Corporation
+0.81%
+$878.61 
CDE Coeur Mining, Inc.
+0.77%
+$8,327.61 
PPLT abrdn Physical Platinum Shares ETF
+0.76%
+$26,236.1 
SCHP Schwab U.S. TIPS ETF
+0.43%
+$17,593.51 
MTBA Simplify MBS ETF
+0.43%
+$24,916.72 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.42%
+$2,205.11 
NTCXF Natcore Technology Inc.
0%
$0 
WMB The Williams Companies, Inc.
-3.97%
-$9,987.84 
EU Encore Energy Corp
-3.88%
-$24,229.01 
PCT PureCycle Technologies, Inc.
-3.26%
-$3,216.15 
HP Helmerich & Payne Inc.
-2.64%
-$68,790.84 
ASMF Virtus AlphaSimplex Managed Futures ETF
-1.97%
-$178,481.08 
AHLT American Beacon AHL Trend ETF
-1.79%
-$310,491.44 
SLB Schlumberger Limited
-1.66%
-$17,169.85 
RIO Rio Tinto Plc Sponsored ADR
-1.4%
-$29,511.68 
KMI Kinder Morgan, Inc.
-1.29%
-$8,106.79 
VALE Vale S.A.
-1.25%
-$35,759.79 
RRC Range Resources Corporation
-1.24%
-$23,777 
MOS Mosaic Company
-1.21%
-$87,697.62 
XLE Energy Select Sector SPDR Fund
-1.17%
-$5,456.53 
IEMG iShares Core MSCI Emerging Markets ETF
-1.08%
-$9,190.2 
BHP BHP Group Ltd.
-1.03%
-$57,562.38 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
-1.02%
-$80,871.68 
EWJ iShares MSCI Japan ETF
-0.99%
-$3,427.6 
XOM Exxon Mobil Corporation
-0.98%
-$10,812.47 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-0.92%
-$40,555.06 
GGB Gerdau S.A.
-0.87%
-$741.87 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.79%
-$5,663.06 
EWZ iShares MSCI Brazil ETF
-0.76%
-$17,721.28 
PBR Petrobras S.A. Sponsored ADR
-0.75%
-$91,738.73 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.7%
-$6,837.21 
CTA Simplify Managed Futures Strategy ETF
-0.69%
-$110,149.16 
SDS ProShares UltraShort S&P500
-0.13%
-$3,914.19 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.12%
-$8,969.3 
FNDC Schwab Fundamental International Small Company Index ETF
-0.05%
-$3,192.95 Events
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Dividends
Dividend Analysis
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| Trades 181 | Longs Won 110/181 60% | Profit Factor 3.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $439,958.67 |
| Average Win $251,052.26 | Best Trade (Oct 14) $3.22M | Sharpe Ratio -50.38 |
| Average Loss -$98,095.61 | Worst Trade (Oct 15) -$1.98M | Z-Score 1.13 (73.99%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $114,093.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,684 | 1,515 | 1,347 | 1,178 | 1,010 | 842 | 673 | 505 | 337 | 168 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AEM Agnico Eagle Mines Limited | 2,947 | $496,924.53 | $543,986.73 | - | $47,062.2 | 9.47% | +4.282% |
| AG First Majestic Silver Corp | 191,512 | $2.56M | $3M | - | $447,318 | 17.49% | +2.885% |
| AHLT American Beacon AHL Trend ETF | 554,449 | $13.85M | $17.03M | - | $3.18M | 22.95% | -1.791% |
| ASM Avino Silver & Gold Mines Ltd. | 15,852 | $100,502 | $80,290.38 | - | -$20,211.62 | -20.11% | +3.791% |
| ASMF Virtus AlphaSimplex Managed Futures ETF | 330,337 | $7.99M | $8.88M | - | $889,914.82 | 11.14% | -1.971% |
| BHP BHP Group Ltd. | 66,933 | $3.86M | $5.52M | - | $1.65M | 42.79% | -1.033% |
| CDE Coeur Mining, Inc. | 72,414 | $1.22M | $1.09M | - | -$124,191.78 | -10.2% | +0.768% |
| CTA Simplify Managed Futures Strategy ETF | 537,313 | $15.05M | $15.9M | - | $849,368.07 | 5.64% | -0.688% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 29,727 | $811,890.5 | $975,937.41 | - | $164,046.91 | 20.21% | -0.696% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 21,001 | $531,955.35 | $523,659.93 | - | -$8,295.42 | -1.56% | +0.423% |
| EU Encore Energy Corp | 736,444 | $1.47M | $600,275.5 | - | -$871,011.23 | -59.2% | -3.88% |
| EWJ iShares MSCI Japan ETF | 3,608 | $289,392.24 | $342,363.12 | - | $52,970.88 | 18.3% | -0.991% |
| EWW iShares MSCI Mexico ETF | 31,407 | $2.14M | $2.31M | - | $164,878.79 | 7.69% | +1.1% |
| EWZ iShares MSCI Brazil ETF | 54,527 | $1.69M | $2.31M | - | $614,022.67 | 36.31% | -0.763% |
| EXK Endeavour Silver Corp. | 464,709 | $3.77M | $3.76M | - | -$11,045.4 | -0.29% | +3.321% |
| FNDC Schwab Fundamental International Small Company Index ETF | 127,718 | $5.69M | $6.28M | - | $594,104.16 | 10.45% | -0.051% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 179,386 | $6.52M | $7.65M | - | $1.14M | 17.49% | -0.117% |
| FSM Fortuna Mining Corp | 127,627 | $1.17M | $1.33M | - | $164,907.89 | 14.12% | +2.704% |
| GDX VanEck Gold Miners ETF | 39,260 | $3M | $3.37M | - | $364,579.93 | 12.15% | +2.812% |
| GDXJ VanEck Junior Gold Miners ETF | 78,613 | $7.82M | $8.47M | - | $643,120.84 | 8.22% | +2.816% |
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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 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 - $1.3M, Petrobras S.A. Sponsored ADR - $879,216.01, Sprott Physical Silver Trust - $874,196.09, and Simplify Managed Futures Strategy ETF - $736,221.52. 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 $4.46M earned over time. The largest contributors to dividend income include Simplify Managed Futures Strategy ETF - $736,221.52, Petrobras S.A. Sponsored ADR - $638,502.65, Simplify MBS ETF - $326,138.73, Schwab Fundamental International Small Company Index ETF - $255,043.04, and BHP Group Ltd - $232,648.5. 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.
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