Andrew T. Gardener Portfolio
Invests via Tanglewood Legacy Advisors LLC | Managed by Andrew T. Gardener
Invests via Tanglewood Legacy Advisors LLC
Managed by Andrew T. Gardener
Automatically Tracked
Andrew T. Gardener Profile
With extensive experience in financial services, Andrew T. Gardener has established a notable presence in private equity and venture capital. He has played key roles across various companies, focusing on strategic growth initiatives and investment opportunities that drive substantial value creation. His deep understanding of emerging markets coupled with his entrepreneurial insight allows him to navigate complex transactions effectively. In addition, he is recognized for fostering strong partnerships that enhance deal origination and execution capabilities within competitive environments. Gardener's expertise not only contributes to the success of portfolio companies but also solidifies his reputation as a pivotal figure in shaping innovative business ventures.
With extensive experience in financial services, Andrew T. Gardener has established a notable presence in private equity and venture capital. He has played key roles across various companies, focusing on strategic growth initiatives and investment opportunities that drive substantial value creation. His deep understanding of emerging markets coupled with his entrepreneurial insight allows him to navigate complex transactions effectively. In addition, he is recognized for fostering strong partnerships that enhance deal origination and execution capabilities within competitive environments. Gardener's expertise not only contributes to the success of portfolio companies but also solidifies his reputation as a pivotal figure in shaping innovative business ventures.
Investment Philosophy & Strategy
Identifying market trends and their impacts on value creation is central to Andrew T. Gardener's investment strategy. With a keen eye for identifying opportunities in private equity, he prioritizes sectors poised for growth while leveraging his extensive experience to execute transactions that enhance competitive positioning. His entrepreneurial mindset facilitates innovative deal structuring, allowing for dynamic responses to market fluctuations. Additionally, strategic partnerships are integral; they not only expand origination networks but also bolster operational efficiencies across portfolio companies. This multifaceted approach enables sustained impact in high-potential investments.
Identifying market trends and their impacts on value creation is central to Andrew T. Gardener's investment strategy. With a keen eye for identifying opportunities in private equity, he prioritizes sectors poised for growth while leveraging his extensive experience to execute transactions that enhance competitive positioning. His entrepreneurial mindset facilitates innovative deal structuring, allowing for dynamic responses to market fluctuations. Additionally, strategic partnerships are integral; they not only expand origination networks but also bolster operational efficiencies across portfolio companies. This multifaceted approach enables sustained impact in high-potential investments.
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:
62.79%
Gain -0.81%
Monthly
1.45%
Yearly
18.93%
Drawdown
19.59%
$307.38M
Equity
Holdings
$307.38M
Investment
$210.61M
$115.1M
Profit -$1.8M
Realized
$18.34M
Unrealized
$96.76M
Dividends
$9.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$1.8M
Win %
84%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$991,348.63
Win %
84%
This Month
Compared to last month
Gain
-0.25%
Profit
-$780,210.59
Win %
84%
This Year
Compared to last year
Gain
11.19%
Profit
$30.94M
Win %
85%
MU Micron Technology, Inc.
+7.09%
+$3,068.5 
ARM Arm Holdings plc American Depositary Receipt
+6.46%
+$871.5 
MSTR Strategy Inc.
+5.37%
+$47.25 
GLW Corning Incorporated
+3.83%
+$586 
ARKK ARK Innovation ETF Fund
+3.7%
+$3,379.4 
TSLA Tesla, Inc.
+3.54%
+$19,997.08 
ORCL Oracle Corporation
+3.45%
+$796.1 
TXN Texas Instruments Inc
+2.91%
+$9,845.92 
MTUM iShares MSCI USA Momentum Factor ETF
+2.87%
+$1,435.5 
SM SM Energy Company
+2.6%
+$60,573.25 
PBW Invesco WilderHill Clean Energy ETF
+2.53%
+$1,035.72 
WDS Woodside Energy Group Ltd American Depositary Receipt
+2.49%
+$734.4 
IBIT iShares Bitcoin Trust
+2.45%
+$26.25 
UPS United Parcel Service, Inc.
+2.44%
+$4,785.84 
OBTC Osprey Bitcoin Trust
+2.38%
+$22 
DTCR Global X Data Center & Digital Infrastructure ETF
+2.32%
+$56.32 
CAT Caterpillar Inc.
+2.31%
+$49,338.3 
DFAE Dimensional Emerging Core Equity Market ETF
+2.29%
+$8,258.44 
CCJ Cameco Corporation
+2.26%
+$1,564.8 
AVEM Avantis Emerging Markets Equity ETF
+2.26%
+$878.7 
QTEC First Trust NASDAQ-100 Technology Index Fund
+2.26%
+$3,443.33 
GS The Goldman Sachs Group, Inc.
+2.11%
+$9,366 
XLK State Street Technology Select Sector SPDR ETF
+2.1%
+$13,161.32 
OXY-WT Occidental Petroleum Corporation
+2.08%
+$23.46 
FXL First Trust Technology AlphaDEX Fund
+1.98%
+$2,581.2 
F Ford Motor Company
+1.89%
+$530 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+1.84%
+$63.18 
VTRS Viatris Inc.
+1.82%
+$744.62 
XMMO Invesco S&P MidCap Momentum ETF
+1.81%
+$268.37 
CI The Cigna Group
+1.69%
+$2,736.89 
CC Chemours Co.
+1.57%
+$360.72 
BROS Dutch Bros Inc.
+1.55%
+$51.5 
QQQ Invesco QQQ Trust, Series 1
+1.45%
+$60,145.5 
XOM Exxon Mobil Corporation
+1.4%
+$16,456.96 
AVGO Broadcom Inc.
+1.38%
+$8,360.3 
LLY Eli Lilly and Company
+1.35%
+$1,554.49 
MAT Mattel Inc.
+1.34%
+$114 
MSIF MSC Income Fund Inc.
+1.33%
+$487.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.28%
+$13,892 
RTX RTX Corporation
+1.26%
+$1,497.55 
OXY Occidental Petroleum Corporation
+1.26%
+$139 
QCOM QUALCOMM Incorporated
+1.26%
+$631.3 
GEV GE Vernova Inc.
+1.23%
+$8,373.34 
ILCG iShares Morningstar Growth ETF
+1.22%
+$60.5 
IWF iShares Russell 1000 Growth ETF
+1.21%
+$101,802.24 
MRK Merck & Co., Inc.
+1.2%
+$18,253.95 
BP BP p.l.c. Sponsored ADR
+1.14%
+$47.99 
AVDE Avantis International Equity ETF
+1.13%
+$7,380 
JPM JPMorgan Chase & Co.
+1.12%
+$6,701.97 
CSCO Cisco Systems, Inc.
+1.11%
+$959.17 
IEFA iShares Core MSCI EAFE ETF
+1.1%
+$2,717.4 
ABBV AbbVie Inc.
+1.03%
+$1,160.66 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+1.02%
+$23,755.05 
NVDA NVIDIA Corporation
+0.97%
+$5,615.25 
SCHV Schwab U.S. Large-Cap Value ETF
+0.95%
+$4,464.96 
IUSG iShares Core S&P U.S. Growth ETF
+0.95%
+$586,696.92 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.92%
+$1,832.25 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.9%
+$37.24 
OGI Organigram Global Inc.
+0.89%
+$1.05 
BAC Bank of America Corporation
+0.89%
+$414.62 
IEUR iShares Core MSCI Europe ETF
+0.87%
+$38.7 
EMR Emerson Electric Co.
+0.86%
+$470 
SHEL Shell plc
+0.86%
+$1,027.12 
IWM iShares Russell 2000 ETF
+0.85%
+$2,590 
GE General Electric Company
+0.85%
+$7,415.3 
COP ConocoPhillips
+0.83%
+$3,118.08 
VUG Vanguard Growth ETF
+0.81%
+$13,049.28 
WFC Wells Fargo & Company
+0.8%
+$69 
ILOW AB International Low Volatility Equity ETF
+0.79%
+$7,614.04 
MGK Vanguard Mega Cap Growth ETF
+0.78%
+$680 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.78%
+$1,033.6 
PFE Pfizer Inc.
+0.73%
+$372.96 
MGV Vanguard Mega Cap Value ETF
+0.71%
+$497.95 
SDG iShares MSCI Global Sustainable Development Goals ETF
+0.71%
+$588.43 
PWV Invesco Large Cap Value ETF
+0.68%
+$274.01 
AVUS Avantis U.S. Equity ETF
+0.67%
+$6,332.13 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$189.81 
IVV iShares Core S&P 500 ETF
+0.66%
+$12,191.92 
BX Blackstone Inc.
+0.66%
+$582.39 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.66%
+$11,297.52 
ESGU iShares ESG Aware MSCI USA ETF
+0.65%
+$1,060 
SPY SPDR S&P 500 ETF Trust
+0.64%
+$32,596.98 
DJT Trump Media & Technology Group Corp.
+0.62%
+$3 
VOO Vanguard S&P 500 ETF
+0.62%
+$2,012.37 
DFAU Dimensional US Core Equity Market ETF
+0.6%
+$12,560.27 
XLI Industrial Select Sector SPDR Fund
+0.6%
+$575.12 
FEX First Trust Large Cap Core Fund A
+0.6%
+$2,004.45 
SUSA iShares MSCI USA ESG Select ETF
+0.6%
+$94.64 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.59%
+$323.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.58%
+$51.28 
AVLV Avantis U.S. Large Cap Value ETF
+0.57%
+$528.84 
JNJ Johnson & Johnson
+0.57%
+$7,491.01 
IJH iShares Core S&P Mid-Cap ETF
+0.55%
+$898.48 
OEF iShares S&P 100 ETF
+0.54%
+$27.51 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.54%
+$687.32 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.53%
+$686.24 
VTV Vanguard Value ETF
+0.53%
+$6,995.57 
PRF Invesco FTSE RAFI US 1000 ETF
+0.52%
+$24.08 
AVUV Avantis U.S. Small Cap Value ETF
+0.49%
+$25.41 
EXE Expand Energy Corporation
+0.48%
+$31.15 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.48%
+$776.18 
BA Boeing Company
+0.47%
+$49.75 
PSX Phillips 66
+0.47%
+$921.5 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$3,243.42 
MAR Marriott International Inc. - Class A
+0.46%
+$469.51 
XMHQ Invesco S&P MidCap Quality ETF
+0.46%
+$101.98 
IWR iShares Russell Mid-Cap ETF
+0.44%
+$43,965.6 
EQWL Invesco S&P 100 Equal Weight ETF
+0.44%
+$322.05 
DFSV Dimensional US Small Cap Value ETF
+0.43%
+$345.78 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.43%
+$6,805.13 
VRTX Vertex Pharmaceuticals Incorporated
+0.42%
+$51 
BMY Bristol-Myers Squibb Company
+0.42%
+$476.34 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.41%
+$431.55 
FMAR FT Vest U.S. Equity Buffer ETF
+0.4%
+$302.4 
FMAY FT Vest U.S. Equity Buffer ETF
+0.38%
+$22,379.13 
FJUN FT Vest US Equity Buffer ETF - June
+0.38%
+$8,065.15 
FOCT FT Vest U.S. Equity Buffer ETF
+0.38%
+$2,563.04 
TMFC Motley Fool 100 Index ETF
+0.38%
+$36.25 
FAPR FT Vest U.S. Equity Buffer ETF
+0.37%
+$16,870.79 
FJUL FT Vest US Equity Buffer ETF
+0.37%
+$2,931.5 
FNOV FT Vest US Equity Buffer ETF
+0.36%
+$5,953.82 
RWL Invesco S&P 500 Revenue ETF
+0.34%
+$125,241.16 
RBLX Roblox Corporation
+0.33%
+$92.75 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.33%
+$5,389.43 
FFEB FT Vest US Equity Buffer ETF
+0.32%
+$2,969.64 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.31%
+$281.05 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.31%
+$4,793.34 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.31%
+$2,707.6 
FAUG FT Vest U.S. Equity Buffer ETF
+0.3%
+$2,362.66 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$1,882.21 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.3%
+$3,122.03 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$1,677.64 
GJAN FT Vest US Equity Moderate Fund B
+0.29%
+$11,028.55 
GJUN FT Vest US Equity Moderate Fund
+0.29%
+$3,312.32 
IUSV iShares Core S&P U.S. Value ETF
+0.28%
+$120,150.13 
GDEC FT VEST US Equity Moderate B Fund
+0.28%
+$4,743.11 
GJUL FT Vest US Equity Moderate Class B
+0.28%
+$2,153.16 
DJUN FT VEST US Equity Deep Buffer Fund
+0.27%
+$5,311.03 
XLE Energy Select Sector SPDR Fund
+0.27%
+$157.32 
GEHC GE HealthCare Technologies Inc.
+0.26%
+$221.43 
OGN Organon & Co.
+0.26%
+$42.45 
BXMT Blackstone Mortgage Trust Inc
+0.24%
+$16 
GFEB FT VEST US Equity Moderate Fund
+0.24%
+$9,432.05 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.23%
+$1,833.26 
GME Gamestop Corp.
+0.23%
+$0.99 
DMAY FT Vest US Equity Deep Buffer Fund
+0.22%
+$10,623.69 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.22%
+$5,890.24 
META Meta Platforms Inc Class A
+0.22%
+$372.4 
GNOV FT Vest US Equity Moderate B Fund
+0.21%
+$3,448.25 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.21%
+$1,094.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$268.65 
XMAR FT Vest US Equity Enhanced Fund
+0.21%
+$295.35 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.21%
+$6,107.76 
CVX Chevron Corporation
+0.19%
+$1,884.86 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.19%
+$1,610.05 
DJUL FT Vest US Equity Deep Buffer Fund
+0.19%
+$1,239.56 
DNOV FT Vest US Equity Deep Buffer Fund
+0.17%
+$5,700.24 
GOCT FT Vest US Equity Moderate Fund
+0.17%
+$646.59 
WAB Wabtec Corporation
+0.15%
+$0.39 
DE Deere & Company
+0.15%
+$602 
IWD iShares Russell 1000 Value ETF
+0.15%
+$8,166.11 
GMAR FT Vest US Equity Moderate B Fund
+0.14%
+$1,585.8 
GRMN Garmin Ltd.
+0.13%
+$17.6 
PRU Prudential Financial, Inc.
+0.13%
+$40.35 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.12%
+$174.57 
T AT&T Inc.
+0.11%
+$11.62 
BALT Inn Defined Wealth Shield Mutual Fund
+0.1%
+$583.1 
USMV iShares MSCI USA Min Vol Factor ETF
+0.1%
+$1,937.14 
GAUG FT Vest US Equity Moderate Fund
+0.1%
+$2,163.48 
UAL United Airlines Holdings, Inc.
+0.09%
+$165 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+0.08%
+$319.5 
DEA Easterly Government Properties, Inc.
+0.08%
+$4.2 
GSEP FT Vest US Equity Moderate B Fund
+0.06%
+$294.56 
XMVM Invesco S&P MidCap Value with Momentum ETF
+0.06%
+$11.8 
HII Huntington Ingalls Industries Inc.
+0.04%
+$12.72 
VOE Vanguard Mid-Cap Value ETF
+0.04%
+$37.06 
AAPL Apple Inc.
+0.02%
+$1,010.64 
DMAR FT Vest US Equity Deep Buffer Fund
+0.01%
+$5.05 
FLDR Fidelity Low Duration Bond ETF
+0.01%
+$0.52 
CTRA Coterra Energy Inc.
0%
$0 
GMEWS
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GPC Genuine Parts Company
-7.51%
-$46,602.49 
NOC Northrop Grumman Corporation
-2.11%
-$2,320.5 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$439.25 
MO Altria Group, Inc.
-1.56%
-$3,414.61 
PYPL PayPal Holdings Inc
-1.45%
-$1,409.1 
TJX The TJX Companies, Inc.
-1.45%
-$610.2 
OTIS Otis Worldwide Corporation
-1.41%
-$172.84 
VSTS Vestis Corporation
-1.3%
-$21 
ADP Automatic Data Processing Inc.
-1.28%
-$1,602.3 
OKE ONEOK, Inc.
-1.25%
-$1,987.49 
EBAY eBay Inc.
-1.17%
-$2,271.64 
MDLZ Mondelez International, Inc.
-1.15%
-$900.72 
MCD McDonald's Corporation
-1.11%
-$445.5 
PM Philip Morris International Inc.
-1.11%
-$1,042.18 
PG Procter & Gamble Co
-1.09%
-$834.56 
HD The Home Depot, Inc.
-1.08%
-$656.62 
FBIN Fortune Brands Innovations Inc.
-1.07%
-$386.1 
SHOP Shopify Inc.
-1.03%
-$102.8 
WMT Walmart Inc.
-1.03%
-$634.1 
OGS One Gas Inc.
-1.01%
-$201.25 
LOW Lowe's Companies Inc.
-0.99%
-$304.5 
AMZN Amazon.com Inc
-0.98%
-$7,846.18 
OGE Oge Energy Corp.
-0.95%
-$6,115.7 
COF Capital One Financial Corporation
-0.94%
-$393.82 
SRE Sempra
-0.93%
-$84 
HRB H&R Block Inc.
-0.85%
-$177.5 
ZM Zoom Video Communications, Inc.
-0.82%
-$15 
WEC WEC Energy Group Inc.
-0.81%
-$549 
V Visa Inc. Class A
-0.78%
-$348.44 
COST Costco Wholesale Corporation
-0.75%
-$2,891 
SO The Southern Company
-0.74%
-$1,050.7 
KD Kyndryl Holdings Inc.
-0.74%
-$7.56 
TRV The Travelers Companies, Inc.
-0.73%
-$1,350 
GOOG Alphabet Inc
-0.72%
-$3,098.81 
MA Mastercard Incorporated
-0.72%
-$122.45 
GOOGL Alphabet Inc
-0.71%
-$1,386.63 
IBM International Business Machines Corporation
-0.7%
-$1,503 
MPLX MPLX LP
-0.7%
-$278.4 
FISV Fiserv, Inc.
-0.7%
-$313.92 
MGM MGM Resorts International
-0.67%
-$31 
PEP PepsiCo, Inc.
-0.59%
-$84 
IGV iShares Expanded Tech-Software Sector ETF
-0.56%
-$403 
MUA BlackRock MuniAssets Fund, Inc.
-0.56%
-$160.8 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.53%
-$110.54 
LIN Linde plc
-0.52%
-$616.4 
CARR Carrier Global Corporation
-0.48%
-$107.2 
SPLV Invesco S&P 500 Low Volatility ETF
-0.43%
-$1,854.93 
ARMK Aramark
-0.42%
-$48 
INTU Intuit Inc.
-0.41%
-$61 
UNP Union Pacific Corporation
-0.41%
-$97.6 
PNC The PNC Financial Services Group, Inc.
-0.39%
-$116.4 
FMB First Trust Managed Municipal Fund
-0.36%
-$99.45 
AXP American Express Company
-0.36%
-$1,571.22 
UBER Uber Technologies, Inc.
-0.35%
-$75 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.34%
-$166.9 
VZ Verizon Communications Inc.
-0.33%
-$32.48 
MCK McKesson Corporation
-0.32%
-$106.2 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.3%
-$168.18 
ZBH Zimmer Biomet Holdings, Inc.
-0.3%
-$440.37 
CFR Cullen/Frost Bankers Inc.
-0.29%
-$1,767.93 
XEL Xcel Energy Inc.
-0.29%
-$92.25 
SDY SPDR S&P Dividend ETF
-0.28%
-$318.63 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.28%
-$17.75 
MSFT Microsoft Corp.
-0.28%
-$3,596.4 
KO The Coca-Cola Company
-0.27%
-$278.55 
ETD Ethan Allen Interiors Inc.
-0.26%
-$38.58 
WBD Warner Bros. Discovery, Inc.
-0.25%
-$7.28 
DVY iShares Select Dividend ETF
-0.25%
-$5.92 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$1,149.54 
GIS General Mills, Inc.
-0.21%
-$8.8 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.19%
-$3.33 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$36.36 
VOX Vanguard Communication Services ETF
-0.18%
-$248.2 
KBR KBR Inc.
-0.17%
-$15.6 
LUV Southwest Airlines Co.
-0.17%
-$3,717.12 
DIS The Walt Disney Company
-0.16%
-$377.1 
FBND Fidelity Total Bond ETF
-0.14%
-$8.92 
ABT Abbott Laboratories
-0.12%
-$63.96 
CCL Carnival Corporation Ltd.
-0.12%
-$33 
RCL Royal Caribbean Group
-0.1%
-$28.56 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$2.46 
EPD Enterprise Products Partners L.P.
-0.08%
-$229.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$3.3 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$10 
PAAA PGIM AAA CLO ETF
-0.02%
-$2,235.56 
NEE NextEra Energy, Inc.
-0.01%
-$78 Events
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Dividends
Dividend Analysis
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| Trades 1207 | Longs Won 981/1207 81% | Profit Factor 79.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $891,672.51 |
| Average Win $118,817.9 | Best Trade (Jul 22) $28.32M | Sharpe Ratio -11.48 |
| Average Loss -$6,468.55 | Worst Trade (Jul 21) -$284,077.14 | Z-Score 26.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w | Expectancy $95,359.13 |
| 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% | 0.04% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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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FAQ
Which stocks have generated the highest profits for Andrew T. Gardener?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P U.S. Value ETF - $12.42M, iShares Core S&P U.S. Growth ETF - $1.88M, PGIM AAA CLO ETF - $835,500.39, Caterpillar Inc - $816,373.54, and FT Vest US Equity Deep Buffer Fund - $732,140.17. 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: Pfizer Inc - $43,148.55, Target Corporation - $36,280.05, Corteva Inc - $35,280, Vanguard S&P Small-Cap 600 ETF - $33,156.91, and Commerce Bancshares, Inc - $30,190.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew T. Gardener's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.88M earned over time. The largest contributors to dividend income include iShares Core S&P U.S. Value ETF - $3.25M, iShares Core S&P U.S. Growth ETF - $1.03M, PGIM AAA CLO ETF - $805,147.57, iShares Russell 1000 Value ETF - $327,151.96, and iShares Russell Mid-Cap ETF - $326,282.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew T. Gardener's monthly returns?
Andrew T. Gardener'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 Andrew T. Gardener's strategy be considered aggressive or moderate?
Andrew T. Gardener'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 Andrew T. Gardener's strategy?
Andrew T. Gardener'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.
