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:
68.95%
Gain -0.32%
Monthly
1.47%
Yearly
19.17%
Drawdown
19.58%
$316.35M
Equity
Holdings
$316.35M
Investment
$212.69M
$122.53M
Profit -$682,287.26
Realized
$18.87M
Unrealized
$103.66M
Dividends
$10M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$682,287.26
Win %
83%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$682,287.26
Win %
83%
This Month
Compared to last month
Gain
-0.34%
Profit
-$1.07M
Win %
83%
This Year
Compared to last year
Gain
2.09%
Profit
$6.46M
Win %
84%
RBLX Roblox Corporation
+11.56%
+$2,787.8 
INTU Intuit Inc.
+5.55%
+$892 
IGV iShares Expanded Tech-Software Sector ETF
+5.18%
+$4,072.62 
SHOP Shopify Inc.
+4.17%
+$430 
TCNNF Trulieve Cannabis Corp.
+3.98%
+$52.65 
CI The Cigna Group
+3.4%
+$5,428.25 
KD Kyndryl Holdings Inc.
+3.35%
+$36.96 
MCK McKesson Corporation
+3.3%
+$1,163.2 
ZBH Zimmer Biomet Holdings, Inc.
+3.24%
+$4,933.77 
ADP Automatic Data Processing Inc.
+3.1%
+$4,081.7 
GOOGL Alphabet Inc
+3.09%
+$3,991.9 
GOOG Alphabet Inc
+2.97%
+$12,151.19 
OGI Organigram Global Inc.
+2.86%
+$3.78 
META Meta Platforms Inc Class A
+2.85%
+$4,907.69 
SM SM Energy Company
+2.74%
+$77,667.54 
IBM International Business Machines Corporation
+2.73%
+$6,653.29 
GME Gamestop Corp.
+2.6%
+$11 
VOX Vanguard Communication Services ETF
+2.42%
+$3,365.3 
DJT Trump Media & Technology Group Corp.
+2.36%
+$10.21 
MO Altria Group, Inc.
+2.3%
+$4,645.64 
MSFT Microsoft Corp.
+2.3%
+$36,085.98 
WMT Walmart Inc.
+2.27%
+$1,336.82 
DIS The Walt Disney Company
+2.14%
+$5,731.92 
LLY Eli Lilly and Company
+2.07%
+$2,313.01 
UPS United Parcel Service, Inc.
+2.05%
+$3,572.04 
MCD McDonald's Corporation
+2.02%
+$765 
OBTC Osprey Bitcoin Trust
+2.01%
+$22 
T AT&T Inc.
+2%
+$241.8 
OTIS Otis Worldwide Corporation
+1.9%
+$218.77 
PM Philip Morris International Inc.
+1.81%
+$1,593.9 
NOC Northrop Grumman Corporation
+1.77%
+$1,927.81 
ABBV AbbVie Inc.
+1.7%
+$1,933.69 
MAR Marriott International Inc. - Class A
+1.68%
+$1,553.97 
COST Costco Wholesale Corporation
+1.61%
+$6,000.88 
ARKK ARK Innovation ETF Fund
+1.55%
+$1,586 
VZ Verizon Communications Inc.
+1.43%
+$162.4 
VTRS Viatris Inc.
+1.31%
+$519.31 
UBER Uber Technologies, Inc.
+1.28%
+$276 
GIS General Mills, Inc.
+1.28%
+$50.6 
EBAY eBay Inc.
+1.17%
+$2,143.54 
ETD Ethan Allen Interiors Inc.
+1.14%
+$160.75 
KO The Coca-Cola Company
+1.11%
+$1,213.24 
LUV Southwest Airlines Co.
+1.11%
+$20,211.84 
LOW Lowe's Companies Inc.
+1.09%
+$322.5 
V Visa Inc. Class A
+1.06%
+$485.46 
HD The Home Depot, Inc.
+1.01%
+$569.13 
HRB H&R Block Inc.
+1%
+$225 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$5,221.44 
ABT Abbott Laboratories
+0.94%
+$511.68 
AXP American Express Company
+0.89%
+$3,562.97 
AWR American States Water Co.
+0.83%
+$429 
VRTX Vertex Pharmaceuticals Incorporated
+0.81%
+$104.5 
BMY Bristol-Myers Squibb Company
+0.79%
+$934 
TRV The Travelers Companies, Inc.
+0.78%
+$1,464.99 
DE Deere & Company
+0.74%
+$3,490.21 
PYPL PayPal Holdings Inc
+0.72%
+$657.58 
KBR KBR Inc.
+0.68%
+$65 
MAT Mattel Inc.
+0.64%
+$54 
SDY SPDR S&P Dividend ETF
+0.64%
+$726.18 
GEHC GE HealthCare Technologies Inc.
+0.63%
+$536.8 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$11,647.94 
MA Mastercard Incorporated
+0.6%
+$106.17 
JNJ Johnson & Johnson
+0.59%
+$7,942.01 
AAPL Apple Inc.
+0.55%
+$30,832.01 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.55%
+$309.23 
PG Procter & Gamble Co
+0.53%
+$394.24 
MRK Merck & Co., Inc.
+0.52%
+$9,157.62 
OXY-WT Occidental Petroleum Corporation
+0.51%
+$6.8 
OXY Occidental Petroleum Corporation
+0.44%
+$54 
CFR Cullen/Frost Bankers Inc.
+0.38%
+$2,357.24 
BROS Dutch Bros Inc.
+0.36%
+$8 
TMO Thermo Fisher Scientific Inc.
+0.36%
+$110 
HII Huntington Ingalls Industries Inc.
+0.33%
+$96.46 
WBD Warner Bros. Discovery, Inc.
+0.32%
+$10.08 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+0.24%
+$958.5 
RWL Invesco S&P 500 Revenue ETF
+0.24%
+$91,767.37 
OGS One Gas Inc.
+0.19%
+$36.25 
UNP Union Pacific Corporation
+0.18%
+$40 
WDS Woodside Energy Group Ltd American Depositary Receipt
+0.17%
+$54.4 
EQWL Invesco S&P 100 Equal Weight ETF
+0.16%
+$119.31 
TJX The TJX Companies, Inc.
+0.11%
+$37.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$137.31 
PRU Prudential Financial, Inc.
+0.1%
+$32.28 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$7.38 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.08%
+$4.97 
MGM MGM Resorts International
+0.07%
+$3 
TMFC Motley Fool 100 Index ETF
+0.07%
+$6.87 
PEP PepsiCo, Inc.
+0.07%
+$9.45 
FLDR Fidelity Low Duration Bond ETF
+0.06%
+$3.12 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$37.98 
OGN Organon & Co.
+0.04%
+$6.07 
PFE Pfizer Inc.
+0.04%
+$20.72 
PAAA PGIM AAA CLO ETF
+0.03%
+$2,974.54 
FBIN Fortune Brands Innovations Inc.
+0.03%
+$7.15 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$0.61 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GSEP FT Vest US Equity Moderate B Fund
0%
$0 GMEW
GMEWS
0%
$0 G200
G2004J103
0%
$0 
GLW Corning Incorporated
-14.09%
-$2,344 
ARM Arm Holdings plc American Depositary Receipt
-9.01%
-$835.1 
GEV GE Vernova Inc.
-8.6%
-$51,959.71 
BAC Bank of America Corporation
-5.36%
-$2,604 
AVGO Broadcom Inc.
-4.83%
-$30,022.32 
MU Micron Technology, Inc.
-4.82%
-$2,350.5 
ORCL Oracle Corporation
-4.38%
-$1,250.2 
CAT Caterpillar Inc.
-4.17%
-$84,375.22 
GS The Goldman Sachs Group, Inc.
-3.97%
-$17,161.22 
CCJ Cameco Corporation
-3.51%
-$2,766.93 
DTCR Global X Data Center & Digital Infrastructure ETF
-3.5%
-$514.8 
HPQ HP Inc.
-3.34%
-$592.5 
XMMO Invesco S&P MidCap Momentum ETF
-3.02%
-$436.05 
NVDA NVIDIA Corporation
-2.84%
-$17,597.35 
EMR Emerson Electric Co.
-2.53%
-$1,540 
CC Chemours Co.
-2.53%
-$507.68 
DFAE Dimensional Emerging Core Equity Market ETF
-2.17%
-$8,403.33 
MTUM iShares MSCI USA Momentum Factor ETF
-2.14%
-$867.24 
AVEM Avantis Emerging Markets Equity ETF
-2.12%
-$880.87 
GE General Electric Company
-2.01%
-$16,671.64 
WFC Wells Fargo & Company
-1.93%
-$174.5 
PBW Invesco WilderHill Clean Energy ETF
-1.9%
-$732.19 
VMI Valmont Industries, Inc.
-1.89%
-$228.62 
TXN Texas Instruments Inc
-1.84%
-$5,888.49 
JPM JPMorgan Chase & Co.
-1.73%
-$10,878.58 
CSCO Cisco Systems, Inc.
-1.69%
-$1,487.7 
XEL Xcel Energy Inc.
-1.66%
-$512.5 
RCL Royal Caribbean Group
-1.61%
-$428.4 
WAB Wabtec Corporation
-1.56%
-$4.41 
APD Air Products and Chemicals, Inc.
-1.54%
-$898 
EXE Expand Energy Corporation
-1.5%
-$105.08 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$9,932.4 
FISV Fiserv, Inc.
-1.47%
-$662.72 
TSLA Tesla, Inc.
-1.44%
-$8,032.5 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$1,305.4 
MPLX MPLX LP
-1.37%
-$570.72 
FXL First Trust Technology AlphaDEX Fund
-1.36%
-$1,933.89 
RTX RTX Corporation
-1.31%
-$1,842.44 
AMZN Amazon.com Inc
-1.24%
-$10,163.28 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.2%
-$49.73 
CMCSA Comcast Corp
-1.17%
-$118 
XLE Energy Select Sector SPDR Fund
-1.15%
-$766.5 
GNR SPDR S&P Global Natural Resources ETF
-1.15%
-$180 
ILCG iShares Morningstar Growth ETF
-1.12%
-$56.54 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$191 
PSX Phillips 66
-1.11%
-$2,745.5 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-1.02%
-$46.08 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$11,476.03 
CVX Chevron Corporation
-0.98%
-$10,880.09 
SCHV Schwab U.S. Large-Cap Value ETF
-0.92%
-$4,431.47 
DVN Devon Energy Corporation
-0.89%
-$186.9 
XOM Exxon Mobil Corporation
-0.88%
-$11,537 
QCOM QUALCOMM Incorporated
-0.87%
-$466.1 
BXMT Blackstone Mortgage Trust Inc
-0.86%
-$46 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.86%
-$887.76 
MSIF MSC Income Fund Inc.
-0.84%
-$341.25 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$1,331.47 
GPC Genuine Parts Company
-0.81%
-$2,763.12 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.79%
-$1,570.5 
AVDE Avantis International Equity ETF
-0.75%
-$5,129.1 
FEX First Trust Large Cap Core Fund A
-0.72%
-$2,466.06 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$5,171.94 
IEUR iShares Core MSCI Europe ETF
-0.71%
-$32.4 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$1,811.6 
COP ConocoPhillips
-0.7%
-$3,118.11 
NEE NextEra Energy, Inc.
-0.67%
-$4,290 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$56,759.82 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.62%
-$533.24 
OGE Oge Energy Corp.
-0.62%
-$3,855.55 
VSTS Vestis Corporation
-0.62%
-$8 
COF Capital One Financial Corporation
-0.6%
-$255.78 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.59%
-$823.65 
LIN Linde plc
-0.58%
-$621 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.57%
-$283.73 
IUSG iShares Core S&P U.S. Growth ETF
-0.57%
-$364,488.49 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.57%
-$125.37 
DEA Easterly Government Properties, Inc.
-0.56%
-$28.35 
AIQ Global X Artificial Intelligence & Technology ETF
-0.56%
-$58.93 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$23,522.25 
BP BP p.l.c. Sponsored ADR
-0.53%
-$24.5 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.52%
-$276.74 
AVUS Avantis U.S. Equity ETF
-0.51%
-$4,755.89 
F Ford Motor Company
-0.5%
-$140 
SHEL Shell plc
-0.47%
-$638.48 
VTV Vanguard Value ETF
-0.46%
-$6,321.11 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.46%
-$715.99 
SRE Sempra
-0.43%
-$36 
DFSV Dimensional US Small Cap Value ETF
-0.43%
-$345.78 
DUK Duke Energy Corporation
-0.43%
-$105.06 
MGV Vanguard Mega Cap Value ETF
-0.43%
-$307.43 
SO The Southern Company
-0.42%
-$555.37 
FJUN FT Vest US Equity Buffer ETF - June
-0.41%
-$9,382.46 
SUSA iShares MSCI USA ESG Select ETF
-0.41%
-$66.04 
WEC WEC Energy Group Inc.
-0.4%
-$255 
ZM Zoom Video Communications, Inc.
-0.39%
-$7.4 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$340.08 
DFAU Dimensional US Core Equity Market ETF
-0.37%
-$7,900.81 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.36%
-$317.99 
PWV Invesco Large Cap Value ETF
-0.35%
-$147.34 
EPD Enterprise Products Partners L.P.
-0.35%
-$1,032.75 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$2,173.82 
ESGU iShares ESG Aware MSCI USA ETF
-0.34%
-$569.99 
GRMN Garmin Ltd.
-0.34%
-$52.8 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$17,334.89 
IVV iShares Core S&P 500 ETF
-0.33%
-$6,318.03 
VOO Vanguard S&P 500 ETF
-0.33%
-$644.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$5,847.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$93.17 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.31%
-$6,818.87 
GAUG FT Vest US Equity Moderate Fund
-0.31%
-$6,334.7 
OEF iShares S&P 100 ETF
-0.3%
-$15.96 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$14.91 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.28%
-$4,397.73 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.27%
-$356.24 
IWR iShares Russell Mid-Cap ETF
-0.24%
-$24,315.98 
FMAY FT Vest U.S. Equity Buffer ETF
-0.24%
-$13,978.84 
FFEB FT Vest US Equity Buffer ETF
-0.23%
-$2,167.44 
FAUG FT Vest U.S. Equity Buffer ETF
-0.23%
-$1,775.41 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.22%
-$1,857.75 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.21%
-$3,058.32 
GJUN FT Vest US Equity Moderate Fund
-0.21%
-$3,881.88 
FAPR FT Vest U.S. Equity Buffer ETF
-0.21%
-$9,864.13 
PRF Invesco FTSE RAFI US 1000 ETF
-0.21%
-$9.89 
FJUL FT Vest US Equity Buffer ETF
-0.2%
-$1,665.62 
GJAN FT Vest US Equity Moderate Fund B
-0.2%
-$7,877.29 
CARR Carrier Global Corporation
-0.2%
-$38.52 
UAL United Airlines Holdings, Inc.
-0.2%
-$330 
FMAR FT Vest U.S. Equity Buffer ETF
-0.19%
-$149.76 
MUA BlackRock MuniAssets Fund, Inc.
-0.19%
-$50.92 
FNOV FT Vest US Equity Buffer ETF
-0.19%
-$3,207.93 
BA Boeing Company
-0.19%
-$20 
DMAY FT Vest US Equity Deep Buffer Fund
-0.19%
-$9,018.83 
IWM iShares Russell 2000 ETF
-0.18%
-$554.27 
BX Blackstone Inc.
-0.17%
-$159.71 
VUG Vanguard Growth ETF
-0.17%
-$2,836.74 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$228.75 
MDLZ Mondelez International, Inc.
-0.17%
-$136.08 
OKE ONEOK, Inc.
-0.17%
-$272.96 
GNOV FT Vest US Equity Moderate B Fund
-0.16%
-$2,690.94 
AVLV Avantis U.S. Large Cap Value ETF
-0.16%
-$152.55 
XMHQ Invesco S&P MidCap Quality ETF
-0.15%
-$35 
GDEC FT VEST US Equity Moderate B Fund
-0.15%
-$2,545.81 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.14%
-$1,166.62 
FMB First Trust Managed Municipal Fund
-0.14%
-$37.73 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
-0.14%
-$88.35 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.14%
-$4,817.74 
FOCT FT Vest U.S. Equity Buffer ETF
-0.14%
-$973.8 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.14%
-$2,690.46 
IUSV iShares Core S&P U.S. Value ETF
-0.14%
-$59,440.49 
MGK Vanguard Mega Cap Growth ETF
-0.13%
-$120 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.13%
-$656.76 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.12%
-$733.54 
GJUL FT Vest US Equity Moderate Class B
-0.12%
-$974.51 
DJUL FT Vest US Equity Deep Buffer Fund
-0.12%
-$771.14 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.11%
-$183.15 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.11%
-$1,613.38 
DJUN FT VEST US Equity Deep Buffer Fund
-0.11%
-$2,570.44 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.11%
-$957.33 
GFEB FT VEST US Equity Moderate Fund
-0.09%
-$3,639.76 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$7.14 
GMAR FT Vest US Equity Moderate B Fund
-0.07%
-$795.54 
DNOV FT Vest US Equity Deep Buffer Fund
-0.06%
-$2,121.76 
ILOW AB International Low Volatility Equity ETF
-0.06%
-$643.44 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$1.03 
ARMK Aramark
-0.06%
-$7 
VPLS Vanguard Core-Plus Bond ETF
-0.06%
-$23.4 
XMAR FT Vest US Equity Enhanced Fund
-0.05%
-$69.3 
GOCT FT Vest US Equity Moderate Fund
-0.05%
-$180.58 
BALT Inn Defined Wealth Shield Mutual Fund
-0.04%
-$249.9 
DVY iShares Select Dividend ETF
-0.04%
-$1.05 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$4.92 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.04%
-$1,032.14 
DMAR FT Vest US Equity Deep Buffer Fund
-0.03%
-$15.15 
IWD iShares Russell 1000 Value ETF
-0.03%
-$1,815.52 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$1.19 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$2.14 
FBND Fidelity Total Bond ETF
-0.01%
-$0.71 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$5 
SPLV Invesco S&P 500 Low Volatility ETF
-0.01%
-$28.11 Events
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Dividends
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| Trades 1281 | Longs Won 1044/1281 81% | Profit Factor 95.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $921,823.36 |
| Average Win $118,614.6 | Best Trade (Aug 14) $30.48M | Sharpe Ratio -11.49 |
| Average Loss -$5,498.75 | Worst Trade (Aug 11) -$442,965.02 | Z-Score 26.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 5d | Expectancy $95,652.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,848 | $2.73M | $5.63M | - | $2.9M | 106.16% | +0.551% |
| ABBV AbbVie Inc. | 443 | $71,593.12 | $115,837.85 | - | $44,244.73 | 61.8% | +1.698% |
| ABT Abbott Laboratories | 533 | $58,517.92 | $54,851.03 | - | -$3,666.89 | -6.27% | +0.942% |
| ADP Automatic Data Processing Inc. | 490 | $116,977.64 | $135,529.1 | - | $18,551.46 | 15.86% | +3.105% |
| AGG iShares Core U.S. Aggregate Bond ETF | 123 | $12,147.55 | $11,800.62 | - | -$346.93 | -2.86% | -0.042% |
| AIQ Global X Artificial Intelligence & Technology ETF | 166 | $10,891 | $10,561.75 | - | -$329.25 | -3.02% | -0.555% |
| AMZN Amazon.com Inc | 3,196 | $588,197.34 | $810,505.6 | - | $222,308.26 | 37.79% | -1.238% |
| APD Air Products and Chemicals, Inc. | 200 | $58,636 | $57,388 | - | -$1,248 | -2.13% | -1.541% |
| ARKK ARK Innovation ETF Fund | 1,220 | $38,112.68 | $103,553.6 | - | $65,440.92 | 171.7% | +1.555% |
| ARM Arm Holdings plc American Depositary Receipt | 35 | $2,629.9 | $8,432.55 | - | $5,802.65 | 220.64% | -9.011% |
| ARMK Aramark | 200 | $5,169.6 | $11,703 | - | $6,533.4 | 126.38% | -0.06% |
| AVDE Avantis International Equity ETF | 7,380 | $420,881.15 | $680,768.1 | - | $259,886.95 | 61.75% | -0.748% |
| AVEM Avantis Emerging Markets Equity ETF | 435 | $23,007.1 | $40,596.37 | - | $17,589.27 | 76.45% | -2.124% |
| AVGO Broadcom Inc. | 1,719 | $336,311.44 | $592,238.47 | - | $255,927.03 | 76.1% | -4.825% |
| AVLV Avantis U.S. Large Cap Value ETF | 1,017 | $58,852.43 | $94,967.46 | - | $36,115.03 | 61.37% | -0.16% |
| AVUS Avantis U.S. Equity ETF | 7,206 | $510,761.2 | $929,501.94 | - | $418,740.74 | 81.98% | -0.509% |
| AVUV Avantis U.S. Small Cap Value ETF | 42 | $4,283 | $5,214.09 | - | $931.09 | 21.74% | -0.285% |
| AWR American States Water Co. | 600 | $49,578 | $52,317 | - | $2,739 | 5.52% | +0.827% |
| AXP American Express Company | 1,235 | $182,471.47 | $404,555.12 | - | $222,083.65 | 121.71% | +0.889% |
| BA Boeing Company | 50 | $10,622 | $10,502.5 | - | -$119.5 | -1.13% | -0.19% |
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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 - $1.9M, PGIM AAA CLO ETF - $907,666.08, Caterpillar Inc - $820,399.64, and FT Vest US Equity Deep Buffer Fund - $749,236.56. 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: Genuine Parts Company - $107,226.8, Pfizer Inc - $42,257.59, Target Corporation - $36,280.05, Corteva Inc - $35,280, and Vanguard S&P Small-Cap 600 ETF - $33,156.91. 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 $10M 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 - $876,620.36, iShares Russell 1000 Value ETF - $327,219.01, and iShares Russell Mid-Cap ETF - $326,370.93. 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.
