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:
32.88%
Gain -0.41%
Monthly
1.33%
Yearly
17.19%
Drawdown
15.03%
$398.76M
Equity
Holdings
$398.76M
Investment
$335.5M
$75M
Profit -$1.28M
Realized
$11.74M
Unrealized
$63.26M
Dividends
$10M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$1.28M
Win %
67%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$2.53M
Win %
67%
This Month
Compared to last month
Gain
0.85%
Profit
$3.37M
Win %
67%
This Year
Compared to last year
Gain
1.79%
Profit
$7.02M
Win %
70%
INDB Independent Bank Corp.
+4.05%
+$13,699.91 
UL Unilever PLC Sponsored American Depositary Receipt
+2.34%
+$10,728.55 
PEP PepsiCo, Inc.
+2.15%
+$5,023.2 
RTX RTX Corporation
+2.14%
+$47,844.24 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.08%
+$11,656.92 
LMT Lockheed Martin Corporation
+2.02%
+$9,976 
JPM JPMorgan Chase & Co.
+1.82%
+$25,189.92 
KO The Coca-Cola Company
+1.74%
+$14,873.6 
TJX The TJX Companies, Inc.
+1.74%
+$5,050.12 
FTI TechnipFMC plc
+1.67%
+$9,385.62 
LAMR Lamar Advertising Company
+1.53%
+$8,842.53 
MO Altria Group, Inc.
+1.46%
+$11,395.08 
SMA SmartStop Self Storage REIT Inc.
+1.43%
+$4,432.9 
CVX Chevron Corporation
+1.43%
+$3,787.29 
XLE Energy Select Sector SPDR Fund
+1.38%
+$4,958.8 
WFC Wells Fargo & Company
+1.32%
+$6,172.67 
GE General Electric Company
+1.28%
+$11,024 
GD General Dynamics Corporation
+1.27%
+$3,659.4 
SRE Sempra
+1.23%
+$2,798.71 
PG Procter & Gamble Co
+1.21%
+$8,637.27 
OPPE WisdomTree European Opportunities Fund
+1.21%
+$2,971.58 
JNJ Johnson & Johnson
+1.2%
+$16,561.98 
COST Costco Wholesale Corporation
+1.19%
+$3,864.45 
MRK Merck & Co., Inc.
+1.13%
+$15,235.6 
BLK BlackRock, Inc.
+1.13%
+$9,725.1 
GSK GSK plc Sponsored ADR
+1.12%
+$4,449.5 
HD The Home Depot, Inc.
+1.11%
+$8,620.48 
DIS The Walt Disney Company
+1.09%
+$8,484.52 
LOW Lowe's Companies Inc.
+1.09%
+$7,785.32 
DOV Dover Corporation
+0.96%
+$3,235.11 
XOM Exxon Mobil Corporation
+0.93%
+$22,992.78 
AAPL Apple Inc.
+0.93%
+$140,190.51 
AXP American Express Company
+0.87%
+$5,386.84 
CMI Cummins Inc.
+0.85%
+$2,192.53 
BAC Bank of America Corporation
+0.83%
+$2,796.29 
FVD First Trust Value Line Dividend Index Fund
+0.81%
+$12,243.82 
LLY Eli Lilly and Company
+0.79%
+$7,522.16 
ITA iShares U.S. Aerospace & Defense ETF
+0.78%
+$11,976.66 
VZ Verizon Communications Inc.
+0.78%
+$4,402.2 
MSIF MSC Income Fund Inc.
+0.76%
+$1,287.18 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$2,641.62 
EXPE Expedia Group, Inc.
+0.76%
+$5,428.97 
DVY iShares Select Dividend ETF
+0.75%
+$1,773.94 
WPC W. P. Carey Inc.
+0.74%
+$12,792 
V Visa Inc. Class A
+0.7%
+$6,696.84 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$58,376.33 
T AT&T Inc.
+0.66%
+$1,967.41 
EFV iShares MSCI EAFE Value ETF
+0.64%
+$21,849.93 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.63%
+$20,064.72 
RY Royal Bank of Canada
+0.62%
+$1,788.43 
FRME First Merchants Corporation
+0.61%
+$13,936.56 
BRK-A Berkshire Hathaway Inc.
+0.58%
+$4,559.01 
WMT Walmart Inc.
+0.56%
+$3,416.16 
PFE Pfizer Inc.
+0.48%
+$18,033.54 
ABBV AbbVie Inc.
+0.42%
+$1,207.14 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$1,629.78 
CAT Caterpillar Inc.
+0.41%
+$1,577.05 
MCD McDonald's Corporation
+0.39%
+$2,289.5 
IEFA iShares Core MSCI EAFE ETF
+0.39%
+$1,089 
SYK Stryker Corporation
+0.38%
+$735.83 
AMGN Amgen Inc.
+0.31%
+$2,943.29 
EFA iShares MSCI EAFE ETF
+0.3%
+$3,686.52 
VTV Vanguard Value ETF
+0.3%
+$4,966.5 
FENI Fidelity Enhanced International ETF
+0.26%
+$551.04 
CVS CVS Health Corporation
+0.26%
+$978.24 
MA Mastercard Incorporated
+0.24%
+$645.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.24%
+$12,534.56 
ADP Automatic Data Processing Inc.
+0.21%
+$1,021.9 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.2%
+$677.4 
CFO VictoryShares US 500 Enhanced ETF
+0.14%
+$1,938.36 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$609.11 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.13%
+$368.58 
NVDA NVIDIA Corporation
+0.12%
+$9,661.14 
BA Boeing Company
+0.12%
+$525.58 
VIG Vanguard Dividend Appreciation ETF
+0.12%
+$4,766.16 
IVE ISHARES S&P 500 VALUE ETF
+0.11%
+$2,843.45 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$1,741.11 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.1%
+$1,410.22 
BMY Bristol-Myers Squibb Company
+0.1%
+$896.58 
EFG iShares MSCI EAFE Growth ETF
+0.08%
+$3,880.84 
AVUV Avantis U.S. Small Cap Value ETF
+0.08%
+$6,352.94 
VGSH Vanguard Short-Term Treasury Fund
+0.08%
+$308.56 
PVAL Putnam Focused Large Cap Value ETF
+0.07%
+$13,537.28 
BFRZ Innovator Equity Managed 100 Buffer ETF
+0.07%
+$150.12 
TLH iShares 10-20 Year Treasury Bond ETF
+0.07%
+$225.09 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$164.41 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$314.69 
SHY iShares 1-3 Year Treasury Bond ETF
+0.06%
+$161.33 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.06%
+$834.06 
JCPB JPMorgan Core Plus Bond ETF
+0.06%
+$6,076.4 
GOVT iShares U.S. Treasury Bond ETF
+0.05%
+$239.35 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.05%
+$1,383.46 
IBHG iShares iBonds 2027 High Yield Income
+0.05%
+$545.8 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$750.96 
GS The Goldman Sachs Group, Inc.
+0.04%
+$123.87 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.04%
+$113.54 
BND Vanguard Total Bond Market Index Fund
+0.04%
+$300.78 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$107.45 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$414 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$221.24 
SHV iShares Short Treasury Bond ETF
+0.04%
+$77.6 
IUSB iShares Core Universal USD Bond ETF
+0.03%
+$710.76 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$75.87 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$494.43 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.02%
+$42.74 
AGG iShares Core U.S. Aggregate Bond ETF
+0.02%
+$192.72 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.01%
+$244.41 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
+0.01%
+$34.98 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$15.24 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PCIG Polen Capital International Growth ETF
0%
$0 
BKCG BNY Mellon Concentrated Growth ETF
0%
$0 ZOCT
ZOCT
0%
$0 
MSTR Strategy Inc.
-8.47%
-$29,847.28 
PLTR Palantir Technologies Inc.
-6.44%
-$117,519.73 
HPE Hewlett Packard Enterprise Company
-5.3%
-$13,998.11 
INTC Intel Corporation
-4.23%
-$6,653.53 
MU Micron Technology, Inc.
-3.91%
-$49,754.15 
ORCL Oracle Corporation
-3.62%
-$7,319.61 
AMD Advanced Micro Devices, Inc.
-3.6%
-$19,380.34 
BAI iShares A.I. Innovation and Tech Active ETF
-3.58%
-$34,958.7 
DELL Dell Technologies Inc.
-3.38%
-$9,003.25 
ARKK ARK Innovation ETF Fund
-3.34%
-$39,264.94 
ANET Arista Networks, Inc.
-3.23%
-$22,756.01 
CRM Salesforce Inc
-3.17%
-$10,496.65 
JBL Jabil Inc.
-3.07%
-$35,432.42 
AMAT Applied Materials, Inc.
-3.07%
-$30,369.79 
NFLX Netflix, Inc.
-2.52%
-$9,404.37 
FSK FS KKR Capital Corp.
-2.52%
-$4,462.29 
META Meta Platforms Inc Class A
-2.3%
-$51,731.31 
IWP iShares Russell Mid-Cap Growth ETF
-2.11%
-$4,000.89 
MSFT Microsoft Corp.
-2.04%
-$163,080.12 
IYW iShares U.S. Technology ETF
-1.94%
-$36,446.32 
MTUM iShares MSCI USA Momentum Factor ETF
-1.9%
-$21,593.04 
FTEC Fidelity MSCI Information Technology Index ETF
-1.69%
-$45,749.34 
ICVT iShares Convertible Bond ETF
-1.68%
-$3,096.91 
CION Cion Investment Corporation
-1.68%
-$1,406.8 
CSCO Cisco Systems, Inc.
-1.66%
-$13,970.33 
IWO iShares Russell 2000 Growth ETF
-1.62%
-$5,610.44 
CWB SPDR Bloomberg Convertible Securities ETF
-1.62%
-$19,103.17 
SHOP Shopify Inc.
-1.61%
-$14,124.5 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$25,038.1 
IBM International Business Machines Corporation
-1.43%
-$16,989.72 
DE Deere & Company
-1.42%
-$4,213.43 
GOOGL Alphabet Inc
-1.42%
-$90,515.62 
VXF Vanguard Extended Market ETF
-1.37%
-$13,954.57 
QCOM QUALCOMM Incorporated
-1.29%
-$6,643.53 
GOOG Alphabet Inc
-1.28%
-$73,760.32 
IWF iShares Russell 1000 Growth ETF
-1.28%
-$3,272.22 
IBIT iShares Bitcoin Trust
-1.28%
-$16,186.98 
PWR Quanta Services Inc.
-1.26%
-$3,304.81 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.25%
-$4,525.3 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.23%
-$4,361.28 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$2,753.4 
ILCG iShares Morningstar Growth ETF
-1.2%
-$3,430.52 
TSLA Tesla, Inc.
-1.18%
-$6,761.04 
VUG Vanguard Growth ETF
-1.18%
-$65,206.39 
UNH UnitedHealth Group Incorporated
-1.16%
-$6,086.5 
IEMG iShares Core MSCI Emerging Markets ETF
-1.15%
-$55,764.9 
FESM Fidelity Enhanced Small Cap ETF
-1.15%
-$6,676.46 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.14%
-$61,324.52 
JQUA JPMorgan U.S. Quality Factor ETF
-1.1%
-$73,434.91 
IWM iShares Russell 2000 ETF
-1.05%
-$11,214.25 
VWO Vanguard FTSE Emerging Markets ETF
-1%
-$10,005.81 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.99%
-$32,446.92 
BUFQ FT Nasdaq Buffer ETF July.
-0.96%
-$2,121.6 
VB Vanguard Small-Cap ETF
-0.94%
-$55,099.04 
BLCR iShares Large Cap Core ACT ETF
-0.93%
-$8,247.35 
VRTX Vertex Pharmaceuticals Incorporated
-0.83%
-$5,342.25 
GILD Gilead Sciences Inc.
-0.79%
-$3,820.44 
CGGO Capital Group Global Growth Equity ETF
-0.76%
-$7,619.46 
IWR iShares Russell Mid-Cap ETF
-0.74%
-$2,276.91 
SUSA iShares MSCI USA ESG Select ETF
-0.73%
-$3,133.14 
NUSC Nuveen ESG Small-Cap ETF
-0.72%
-$1,756.18 
OEF iShares S&P 100 ETF
-0.67%
-$6,555.56 
MDT Medtronic plc
-0.66%
-$2,022.93 
AMZN Amazon.com Inc
-0.66%
-$29,871.11 
IYY iShares Dow Jones U.S. ETF
-0.65%
-$1,878.39 
THRO iShares U.S. Thematic Rotation Active ETF
-0.65%
-$4,344.82 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.64%
-$2,795.28 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$22,204.89 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.6%
-$2,691.04 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$11,301.37 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.59%
-$4,264.98 
FELC Fidelity Enhanced Large Cap Core ETF
-0.58%
-$5,100.77 
AZN AstraZeneca PLC American Depositary Shares
-0.58%
-$1,756.78 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$23,544.67 
VOO Vanguard S&P 500 ETF
-0.54%
-$74,081.7 
IWB iShares Russell 1000 ETF
-0.54%
-$1,276.8 
IVV iShares Core S&P 500 ETF
-0.49%
-$182,781.74 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.49%
-$49,210.24 
QUAL iShares MSCI USA Quality Factor ETF
-0.48%
-$3,628.9 
EMR Emerson Electric Co.
-0.47%
-$1,289.73 
IJR iShares Core S&P Small-Cap ETF
-0.45%
-$13,442.06 
IALT iShares Systematic Alternatives Active ETF
-0.43%
-$1,423.89 
SLV iShares Silver Trust
-0.43%
-$1,101.6 
MMM 3M Company
-0.43%
-$2,953.95 
VO Vanguard Mid-Cap ETF
-0.39%
-$4,649.09 
NLY Annaly Capital Management, Inc.
-0.38%
-$2,454.34 
NSC Norfolk Southern Corporation
-0.38%
-$1,132.83 
ABT Abbott Laboratories
-0.35%
-$961.63 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.34%
-$844.05 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
-0.32%
-$746.64 
BUFR FT Vestladder Buffer ETF-USD I
-0.3%
-$9,402.98 
USMV iShares MSCI USA Min Vol Factor ETF
-0.28%
-$23,871.06 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.26%
-$2,061.04 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.24%
-$531.99 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.24%
-$465.49 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.23%
-$1,190.53 
RSP Invesco S&P 500 Equal Weight ETF
-0.23%
-$15,166.5 
SPBW AllianzIM Buffer20 Allocation ETF
-0.23%
-$997.38 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.2%
-$1,927.8 
IAU iShares Gold Trust
-0.18%
-$6,698.56 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.18%
-$10,984.12 
SPGP Invesco S&P 500 GARP ETF
-0.18%
-$1,888.87 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$535.64 
GLD SPDR Gold Shares
-0.17%
-$2,622.38 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
-0.15%
-$329.62 
BKNG Booking Holdings Inc.
-0.15%
-$733 
BNDX Vanguard Total International Bond ETF
-0.13%
-$627.78 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.12%
-$5,381.56 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.12%
-$651.42 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
-0.12%
-$330.25 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.11%
-$260.9 
CORO Ishares International Country Rotational Active ETF
-0.11%
-$943.84 
IXUS iShares Core International Stock ETF
-0.11%
-$239.6 
AOK iShares Core Conservative Allocation ETF
-0.1%
-$304.84 
JAJL Innovator EDP ETF - 6M January/July
-0.09%
-$401.73 
IWN iShares Russell 2000 Value ETF
-0.08%
-$342.7 
GEV GE Vernova Inc.
-0.07%
-$462 
MUB iShares National Muni Bond ETF
-0.06%
-$296.79 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
-0.04%
-$153.36 
SBUX Starbucks Corporation
-0.02%
-$143.58 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.02%
-$57.02 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$115.49 
FBND Fidelity Total Bond ETF
-0.01%
-$706.71 
MBB iShares MBS ETF
-0.01%
-$57.45 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.01%
-$45.09 
IEF iShares 7-10 Year Treasury Bond ETF
-0.01%
-$22.23 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1263 | Longs Won 873/1263 69% | Profit Factor 11.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $304,741.43 |
| Average Win $93,965.77 | Best Trade (Oct 15) $8.66M | Sharpe Ratio -39.51 |
| Average Loss -$18,022.07 | Worst Trade (Oct 15) -$381,021.77 | Z-Score 9.19 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $59,385.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,294 | $10.85M | $15.29M | - | $4.44M | 40.96% | +0.925% |
| ABBV AbbVie Inc. | 1,023 | $257,448 | $291,125.34 | - | $33,677.34 | 13.08% | +0.416% |
| ABT Abbott Laboratories | 2,599 | $301,923.1 | $271,101.69 | - | -$30,821.41 | -10.21% | -0.353% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 6,803 | $482,448 | $506,585.39 | - | $24,137.39 | 5% | -0.234% |
| ADP Automatic Data Processing Inc. | 1,732 | $387,881 | $495,767.68 | - | $107,886.68 | 27.81% | +0.207% |
| AGG iShares Core U.S. Aggregate Bond ETF | 12,848 | $1.27M | $1.23M | - | -$46,499.91 | -3.65% | +0.016% |
| AMAT Applied Materials, Inc. | 2,299 | $371,611.57 | $958,223.2 | - | $586,611.63 | 157.86% | -3.072% |
| AMD Advanced Micro Devices, Inc. | 958 | $556,381 | $519,236 | - | -$37,145 | -6.68% | -3.598% |
| AMGN Amgen Inc. | 2,213 | $678,653.84 | $963,451.68 | - | $284,797.84 | 41.97% | +0.306% |
| AMZN Amazon.com Inc | 17,887 | $3.87M | $4.53M | - | $658,974.47 | 17.04% | -0.656% |
| ANET Arista Networks, Inc. | 3,799 | $408,162.49 | $682,262.41 | - | $274,099.92 | 67.15% | -3.228% |
| AOK iShares Core Conservative Allocation ETF | 7,621 | $290,048.49 | $308,955.34 | - | $18,906.85 | 6.52% | -0.099% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 10,857 | $484,908.7 | $529,713.03 | - | $44,804.33 | 9.24% | -0.123% |
| ARKK ARK Innovation ETF Fund | 13,729 | $1.14M | $1.14M | - | -$969.38 | -0.09% | -3.338% |
| ASML ASML Holding N.V. New York Registry Shares | 238 | $232,297.73 | $396,100.5 | - | $163,802.77 | 70.51% | +0.413% |
| AVUV Avantis U.S. Small Cap Value ETF | 66,873 | $8.34M | $8.06M | - | -$282,512.95 | -3.39% | +0.079% |
| AXP American Express Company | 1,966 | $578,978.66 | $622,455.26 | - | $43,476.6 | 7.51% | +0.873% |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 6,605 | $257,595 | $278,664.95 | - | $21,069.95 | 8.18% | -0.118% |
| AZN AstraZeneca PLC American Depositary Shares | 1,830 | $360,547.68 | $303,267.6 | - | -$57,280.08 | -15.89% | -0.576% |
| BA Boeing Company | 2,389 | $446,904.78 | $451,401.55 | - | $4,496.77 | 1.01% | +0.117% |
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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 - $1.25M, iShares U.S. Equity Factor Rotation Active ETF - $967,581.84, JPMorgan Core Plus Bond ETF - $873,406.09, iShares Core MSCI Emerging Markets ETF - $858,772.02, and Vanguard S&P 500 ETF - $799,182.84. 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 - $138,075.54, General Mills, Inc - $87,840.22, Oracle Corporation - $83,569.81, and UnitedHealth Group Incorporated - $81,720.34. 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 $10M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $884,356.07, iShares Core S&P 500 ETF - $691,470.32, iShares 0-5 Year High Yield Corporate Bond ETF - $472,234.99, Vanguard S&P 500 ETF - $243,088.82, and Pfizer Inc - $241,650.97. 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.
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