Andrew Bowers Portfolio
Invests via BridgePort Financial Solutions, LLC | Managed by BridgePort Financial Solutions, LLC
Invests via BridgePort Financial Solutions, LLC
Managed by BridgePort Financial Solutions, LLC
Automatically Tracked
Andrew Bowers Profile
Former Spotify monetization executive and tech operator, Andrew Bowers brings product-led growth experience to investor and advisory roles. He led ad product, partnerships and revenue initiatives at consumer internet companies, focusing on scaling digital advertising, platform economics and subscription conversion. Background combines product management and go-to-market execution with angel investments in media-tech and mobile apps. Market-relevant expertise in user monetization, adtech stacks and commercial partnerships for growth-stage digital businesses.
Former Spotify monetization executive and tech operator, Andrew Bowers brings product-led growth experience to investor and advisory roles. He led ad product, partnerships and revenue initiatives at consumer internet companies, focusing on scaling digital advertising, platform economics and subscription conversion. Background combines product management and go-to-market execution with angel investments in media-tech and mobile apps. Market-relevant expertise in user monetization, adtech stacks and commercial partnerships for growth-stage digital businesses.
Investment Philosophy & Strategy
Operator-investor approach focused on product-led monetization and scalable go-to-market execution. Prioritizes growth-stage media-tech, adtech and consumer apps where subscription conversion and ad stack optimization drive unit economics. Deploys concentrated seed-to-Series-A checks with follow-on reserve, coupling capital with hands-on product, partnerships and revenue playbooks. Underwrites opportunities by product-market fit, measurable ARPU expansion levers, and clear platform economics; time horizon favors accelerated scaling to monetization inflection and strategic exits.
Operator-investor approach focused on product-led monetization and scalable go-to-market execution. Prioritizes growth-stage media-tech, adtech and consumer apps where subscription conversion and ad stack optimization drive unit economics. Deploys concentrated seed-to-Series-A checks with follow-on reserve, coupling capital with hands-on product, partnerships and revenue playbooks. Underwrites opportunities by product-market fit, measurable ARPU expansion levers, and clear platform economics; time horizon favors accelerated scaling to monetization inflection and strategic exits.
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:
34.07%
Gain -0.09%
Monthly
1.48%
Yearly
19.24%
Drawdown
15.03%
$401.64M
Equity
Holdings
$401.64M
Investment
$335.5M
$77.89M
Profit -$268,629.1
Realized
$11.74M
Unrealized
$66.14M
Dividends
$8.99M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$268,629.1
Win %
70%
This Week
Compared To Last Week
Gain
-0.07%
Profit
-$268,629.1
Win %
70%
This Month
Compared to last month
Gain
2.26%
Profit
$8.88M
Win %
70%
This Year
Compared to last year
Gain
2.52%
Profit
$9.9M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$645,362.78 
GOOG Alphabet Inc
+6.88%
+$382,886.93 
GOOGL Alphabet Inc
+6.73%
+$411,717.81 
ANET Arista Networks, Inc.
+5.46%
+$35,444.69 
FTI TechnipFMC plc
+3.98%
+$22,558.42 
META Meta Platforms Inc Class A
+3.28%
+$53,959.33 
MSFT Microsoft Corp.
+3.02%
+$201,739.29 
NVDA NVIDIA Corporation
+2.93%
+$204,315.47 
CVX Chevron Corporation
+2.35%
+$5,469.2 
CSCO Cisco Systems, Inc.
+2.14%
+$18,633.24 
JBL Jabil Inc.
+2.12%
+$26,217.94 
BKCG BNY Mellon Concentrated Growth ETF
+1.88%
+$4,329.86 
CRM Salesforce Inc
+1.83%
+$4,448.63 
ORCL Oracle Corporation
+1.81%
+$3,471.93 
HPE Hewlett Packard Enterprise Company
+1.61%
+$3,420.76 
VZ Verizon Communications Inc.
+1.52%
+$8,932 
LMT Lockheed Martin Corporation
+1.5%
+$8,008.64 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$44,183.04 
PWR Quanta Services Inc.
+1.43%
+$3,827.04 
GE General Electric Company
+1.42%
+$13,862.67 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$11,397.79 
WFC Wells Fargo & Company
+1.19%
+$5,776.26 
AMAT Applied Materials, Inc.
+1.18%
+$13,564.15 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$56,837.36 
VUG Vanguard Growth ETF
+1.1%
+$57,480.51 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$3,604.9 
ILCG iShares Morningstar Growth ETF
+1.01%
+$2,764.16 
XLE Energy Select Sector SPDR Fund
+1%
+$3,180.1 
ADP Automatic Data Processing Inc.
+0.98%
+$4,485.86 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$9,497.04 
OEF iShares S&P 100 ETF
+0.95%
+$8,774.53 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$5,793.1 
IBM International Business Machines Corporation
+0.86%
+$9,672.14 
CION Cion Investment Corporation
+0.85%
+$611.65 
GEV GE Vernova Inc.
+0.85%
+$5,817 
MCD McDonald's Corporation
+0.82%
+$5,302.02 
EMR Emerson Electric Co.
+0.79%
+$1,976.52 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$76,710.08 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,764.99 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$6,600.99 
TSLA Tesla, Inc.
+0.76%
+$3,719.33 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,831.62 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$34,697.97 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$29,444.92 
VOO Vanguard S&P 500 ETF
+0.71%
+$93,516.89 
CAT Caterpillar Inc.
+0.7%
+$2,988.08 
BMY Bristol-Myers Squibb Company
+0.69%
+$6,724.35 
IVV iShares Core S&P 500 ETF
+0.69%
+$244,986.88 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,856.6 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$1,855.18 
PLTR Palantir Technologies Inc.
+0.65%
+$7,282.38 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$9,794.64 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$11,311.29 
IWB iShares Russell 1000 ETF
+0.64%
+$1,444.81 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$5,863.99 
EXPE Expedia Group, Inc.
+0.62%
+$4,436.31 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$20,596.05 
MO Altria Group, Inc.
+0.57%
+$4,114.89 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,693.76 
BFRZ Innovator Equity Managed 100 Buffer ETF
+0.47%
+$953.26 
NSC Norfolk Southern Corporation
+0.46%
+$1,427.57 
IYW iShares U.S. Technology ETF
+0.46%
+$7,833.12 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
+0.44%
+$995.52 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$870.4 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$939.24 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$12,264.75 
PFE Pfizer Inc.
+0.4%
+$12,881.1 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
+0.4%
+$1,435.47 
RTX RTX Corporation
+0.39%
+$10,059.84 
PG Procter & Gamble Co
+0.37%
+$2,403.02 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.36%
+$990.75 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$31,022.94 
BAC Bank of America Corporation
+0.36%
+$1,430.66 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$4,366.44 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$844.05 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.34%
+$719.16 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$2,756.64 
GD General Dynamics Corporation
+0.32%
+$1,043.1 
MRK Merck & Co., Inc.
+0.32%
+$3,808.99 
SPBW AllianzIM Buffer20 Allocation ETF
+0.3%
+$1,291.25 
DOV Dover Corporation
+0.27%
+$968.8 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$3,095.54 
JPM JPMorgan Chase & Co.
+0.27%
+$3,869.04 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$462.6 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$2,896.98 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$821.7 
CMI Cummins Inc.
+0.19%
+$590.49 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,319.63 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$609.6 
T AT&T Inc.
+0.17%
+$507.72 
JAJL Innovator EDP ETF - 6M January/July
+0.17%
+$772.55 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$438.12 
DELL Dell Technologies Inc.
+0.14%
+$314.72 
MMM 3M Company
+0.12%
+$879.87 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$247.35 
FSK FS KKR Capital Corp.
+0.1%
+$165.27 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$7,408.26 
WMT Walmart Inc.
+0.09%
+$517.61 
ABT Abbott Laboratories
+0.09%
+$233.91 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$5,276.76 
PCIG Polen Capital International Growth ETF
+0.08%
+$135.39 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$184.29 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$10,152.96 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$525.48 
IBHG iShares iBonds 2027 High Yield Income
+0.04%
+$545.79 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$114.03 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$109.61 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$2,674.92 
DIS The Walt Disney Company
+0.03%
+$210.36 
SHV iShares Short Treasury Bond ETF
+0.03%
+$58.2 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$1,464.55 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$395.54 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$55.31 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$83.95 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 ZOCT
ZOCT
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$34,663.54 
AAPL Apple Inc.
-7.35%
-$1.09M 
SYK Stryker Corporation
-6.42%
-$14,677.38 
MU Micron Technology, Inc.
-5.9%
-$70,629.76 
MSTR Strategy Inc.
-4.56%
-$10,391.8 
SHOP Shopify Inc.
-4.29%
-$25,882.5 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$8,177.4 
IBIT iShares Bitcoin Trust
-2.89%
-$28,837.3 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$13,215.3 
QCOM QUALCOMM Incorporated
-2.63%
-$11,475.27 
ABBV AbbVie Inc.
-2.51%
-$6,618.81 
ARKK ARK Innovation ETF Fund
-2.28%
-$22,790.14 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$12,716.64 
BA Boeing Company
-2.15%
-$11,371.62 
SLV iShares Silver Trust
-2.13%
-$5,581.44 
NFLX Netflix, Inc.
-2%
-$7,502.94 
AMD Advanced Micro Devices, Inc.
-1.9%
-$8,851.94 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,155.66 
NLY Annaly Capital Management, Inc.
-1.56%
-$12,622.32 
GLD SPDR Gold Shares
-1.49%
-$21,996.64 
IAU iShares Gold Trust
-1.46%
-$52,202.61 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$5,340.71 
TJX The TJX Companies, Inc.
-1.21%
-$3,863.02 
SRE Sempra
-1.15%
-$2,854.13 
DE Deere & Company
-1.13%
-$3,100.8 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$34,688.16 
LOW Lowe's Companies Inc.
-1.08%
-$8,258.27 
INTC Intel Corporation
-1.02%
-$1,535.43 
KO The Coca-Cola Company
-1.02%
-$8,366.4 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$3,111 
XOM Exxon Mobil Corporation
-0.97%
-$21,582.18 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$5,782.2 
GILD Gilead Sciences Inc.
-0.81%
-$3,296.64 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$37,991.43 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$2,790.33 
CVS CVS Health Corporation
-0.75%
-$3,220.04 
MA Mastercard Incorporated
-0.74%
-$1,878.5 
GSK GSK plc Sponsored ADR
-0.73%
-$3,074.2 
BLK BlackRock, Inc.
-0.73%
-$6,144.59 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$5,899 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$35,704.19 
INDB Independent Bank Corp.
-0.65%
-$2,415.05 
WPC W. P. Carey Inc.
-0.65%
-$12,792.05 
AMGN Amgen Inc.
-0.64%
-$5,488.26 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,829.52 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,112.48 
EFA iShares MSCI EAFE ETF
-0.62%
-$7,848.72 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,167.68 
SBUX Starbucks Corporation
-0.57%
-$4,307.4 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,904.64 
LLY Eli Lilly and Company
-0.53%
-$4,695.58 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$18,422.49 
IWM iShares Russell 2000 ETF
-0.47%
-$5,375.09 
PEP PepsiCo, Inc.
-0.46%
-$1,164.8 
DVY iShares Select Dividend ETF
-0.45%
-$1,077.81 
LAMR Lamar Advertising Company
-0.43%
-$2,693.68 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$2,592.8 
HD The Home Depot, Inc.
-0.42%
-$3,513.97 
MBB iShares MBS ETF
-0.4%
-$2,125.65 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$1,651.32 
AXP American Express Company
-0.38%
-$2,496.8 
MDT Medtronic plc
-0.37%
-$1,027.52 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$15,149.55 
FENI Fidelity Enhanced International ETF
-0.37%
-$787.2 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$8,890.45 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$608.09 
VXF Vanguard Extended Market ETF
-0.3%
-$3,140.33 
RY Royal Bank of Canada
-0.29%
-$886.95 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$871.41 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,155.7 
FBND Fidelity Total Bond ETF
-0.27%
-$16,960.92 
VTV Vanguard Value ETF
-0.27%
-$4,439.67 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,248.78 
MSIF MSC Income Fund Inc.
-0.27%
-$429.06 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,904.94 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.26%
-$909.61 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$3,212 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,108.76 
COST Costco Wholesale Corporation
-0.24%
-$756.95 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$26,736.16 
FRME First Merchants Corporation
-0.23%
-$5,806.9 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,150.93 
VB Vanguard Small-Cap ETF
-0.22%
-$13,369.21 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$4,738.4 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$453.26 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$9,225.54 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$1,352.7 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$4,828.39 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$2,789.73 
BKNG Booking Holdings Inc.
-0.18%
-$996.94 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$884.39 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$11,223.38 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$423.2 
IXUS iShares Core International Stock ETF
-0.15%
-$335.44 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$2,903.88 
ICVT iShares Convertible Bond ETF
-0.13%
-$256.65 
MUB iShares National Muni Bond ETF
-0.11%
-$547.92 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,054.8 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$419.58 
OPPE WisdomTree European Opportunities Fund
-0.08%
-$194.17 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,072.8 
SMA SmartStop Self Storage REIT Inc.
-0.06%
-$182.8 
CFO VictoryShares US 500 Enhanced ETF
-0.06%
-$787.95 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$205.72 
AOK iShares Core Conservative Allocation ETF
-0.05%
-$152.42 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$829.1 
VO Vanguard Mid-Cap ETF
-0.05%
-$590.36 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$107.45 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$564.09 
V Visa Inc. Class A
-0.04%
-$335.42 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$874.06 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$275.4 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$56.77 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$50.57 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$115.49 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$33.62 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1263 | Longs Won 893/1263 70% | Profit Factor 15.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $299,063.67 |
| Average Win $93,193.2 | Best Trade (Aug 14) $8.66M | Sharpe Ratio -39.52 |
| Average Loss -$14,420.99 | Worst Trade (Aug 19) -$459,243 | Z-Score 9.47 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $61,667.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,294 | $10.85M | $13.68M | - | $2.84M | 26.15% | -7.354% |
| ABBV AbbVie Inc. | 1,023 | $257,448 | $256,711.62 | - | -$736.38 | -0.29% | -2.513% |
| ABT Abbott Laboratories | 2,599 | $301,923.1 | $274,714.3 | - | -$27,208.8 | -9.01% | +0.085% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 6,803 | $482,448 | $511,925.75 | - | $29,477.75 | 6.11% | -0.172% |
| ADP Automatic Data Processing Inc. | 1,732 | $387,881 | $461,508.7 | - | $73,627.7 | 18.98% | +0.982% |
| AGG iShares Core U.S. Aggregate Bond ETF | 12,848 | $1.27M | $1.25M | - | -$21,510.55 | -1.69% | -0.256% |
| AMAT Applied Materials, Inc. | 2,299 | $371,611.57 | $1.17M | - | $795,521.78 | 214.07% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 958 | $556,381 | $456,151.69 | - | -$100,229.31 | -18.01% | -1.904% |
| AMGN Amgen Inc. | 2,213 | $678,653.84 | $852,359.08 | - | $173,705.24 | 25.6% | -0.64% |
| AMZN Amazon.com Inc | 17,887 | $3.87M | $4.86M | - | $989,704.92 | 25.59% | +15.321% |
| ANET Arista Networks, Inc. | 3,799 | $408,162.49 | $685,149.69 | - | $276,987.2 | 67.86% | +5.456% |
| AOK iShares Core Conservative Allocation ETF | 7,621 | $290,048.49 | $311,851.32 | - | $21,802.83 | 7.52% | -0.049% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 10,857 | $484,908.7 | $532,861.58 | - | $47,952.88 | 9.89% | 0.0 |
| ARKK ARK Innovation ETF Fund | 13,729 | $1.14M | $978,053.96 | - | -$160,088.49 | -14.07% | -2.277% |
| ASML ASML Holding N.V. New York Registry Shares | 238 | $232,297.73 | $387,702 | - | $155,404.27 | 66.9% | -1.359% |
| AVUV Avantis U.S. Small Cap Value ETF | 66,873 | $8.34M | $8.38M | - | $34,799.44 | 0.42% | +0.032% |
| AXP American Express Company | 1,966 | $578,978.66 | $661,067.5 | - | $82,088.84 | 14.18% | -0.376% |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 6,605 | $257,595 | $272,390.2 | - | $14,795.2 | 5.74% | +0.365% |
| AZN AstraZeneca PLC American Depositary Shares | 1,830 | $360,547.68 | $310,441.2 | - | -$50,106.48 | -13.9% | -0.992% |
| BA Boeing Company | 2,389 | $446,904.78 | $516,358.46 | - | $69,453.68 | 15.54% | -2.155% |
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FAQ
Which stocks have generated the highest profits for Andrew Bowers?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $1.14M, iShares U.S. Equity Factor Rotation Active ETF - $947,029.33, iShares Core MSCI Emerging Markets ETF - $858,772.02, JPMorgan Core Plus Bond ETF - $826,187.6, and Vanguard S&P 500 ETF - $764,112.37. 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: Adobe Inc - $173,515.16, Novo Nordisk A/S Sponsored ADR - $138,080.21, General Mills, Inc - $87,840.22, UnitedHealth Group Incorporated - $84,724.74, and Oracle Corporation - $84,321.31. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Bowers's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.99M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $837,137.58, iShares Core S&P 500 ETF - $586,077.63, iShares 0-5 Year High Yield Corporate Bond ETF - $402,481.41, Pfizer Inc - $241,650.97, and iShares MSCI EAFE Value ETF - $230,872.71. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Bowers's monthly returns?
Andrew Bowers'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 Bowers's strategy be considered aggressive or moderate?
Andrew Bowers'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 Bowers's strategy?
Andrew Bowers'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.
