AB
Andrew Blass Portfolio
Invests via Atlantic Private Wealth LLC | Managed by Andrew William Blass, Christopher Daniel Thomas, Joseph P. Acquanita
Invests via Atlantic Private Wealth LLC
Managed by Andrew William Blass, Christopher Daniel Thomas, Joseph P. Acquanita
Automatically Tracked
Andrew Blass Profile
With a strong foundation in corporate leadership and entrepreneurship, Andrew Blass has made significant contributions across various sectors. His expertise spans operations and strategic planning, leveraging his background to drive growth and innovation within organizations. Through effective management roles, he has cultivated teams that excel in execution while navigating complex market environments. Known for fostering relationships with stakeholders, his influence extends beyond traditional business parameters into investment circles where he identifies opportunities for advancement. Blass's commitment to excellence positions him as a notable figure at the intersection of strategy and finance.
With a strong foundation in corporate leadership and entrepreneurship, Andrew Blass has made significant contributions across various sectors. His expertise spans operations and strategic planning, leveraging his background to drive growth and innovation within organizations. Through effective management roles, he has cultivated teams that excel in execution while navigating complex market environments. Known for fostering relationships with stakeholders, his influence extends beyond traditional business parameters into investment circles where he identifies opportunities for advancement. Blass's commitment to excellence positions him as a notable figure at the intersection of strategy and finance.
Investment Philosophy & Strategy
With a keen eye for market dynamics, Andrew Blass consistently pursues investment opportunities that harness innovative strategies. His entrepreneurial mindset allows him to identify and capitalize on transformational growth areas across diverse sectors. By prioritizing operational efficiency and strategic foresight, he directs investments toward businesses with the potential for disruption and value creation. Emphasizing strong relationships with stakeholders enhances his ability to navigate competitive landscapes effectively while aligning interests across various parties. This approach underscores a commitment not only to capital appreciation but also to fostering lasting partnerships that drive sustained success.
With a keen eye for market dynamics, Andrew Blass consistently pursues investment opportunities that harness innovative strategies. His entrepreneurial mindset allows him to identify and capitalize on transformational growth areas across diverse sectors. By prioritizing operational efficiency and strategic foresight, he directs investments toward businesses with the potential for disruption and value creation. Emphasizing strong relationships with stakeholders enhances his ability to navigate competitive landscapes effectively while aligning interests across various parties. This approach underscores a commitment not only to capital appreciation but also to fostering lasting partnerships that drive sustained success.
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:
50.08%
Gain -0.37%
Monthly
0.64%
Yearly
8.02%
Drawdown
16.78%
$165.24M
Equity
Holdings
$165.24M
Investment
$124.26M
$42.3M
Profit -$453,923.43
Realized
$1.32M
Unrealized
$40.98M
Dividends
$10.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$453,923.43
Win %
76%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$642,740.51
Win %
76%
This Month
Compared to last month
Gain
-1.36%
Profit
-$2.28M
Win %
76%
This Year
Compared to last year
Gain
9.82%
Profit
$14.77M
Win %
77%
HUT Hut 8 Corp.
+11.18%
+$102.2 
RIOT Riot Platforms, Inc.
+8.05%
+$29.4 
CRDO Credo Technology Group Holding Ltd.
+6.01%
+$60.95 
BABA Alibaba Group Holding Limited SP ADR
+5.74%
+$4,950 
RBLX Roblox Corporation
+5.61%
+$1,792.2 
SNDK SanDisk Corporation
+5.45%
+$30,198.51 
MDB MongoDB Inc.
+4.8%
+$15 
TER Teradyne, Inc.
+4.6%
+$74.17 
MRVL Marvell Technology, Inc.
+4.36%
+$41.1 
MU Micron Technology, Inc.
+4.23%
+$538.51 
COIN Coinbase Global, Inc.
+3.72%
+$19,182.15 
WDC Western Digital Corporation
+3.55%
+$8,547.12 
INTC Intel Corporation
+3.37%
+$15,158.4 
FIG Figma Inc. Class A Common Stock
+3.03%
+$2,537.5 
JOBY Joby Aviation, Inc.
+2.97%
+$6.45 
AMD Advanced Micro Devices, Inc.
+2.77%
+$2,947.65 
AVGO Broadcom Inc.
+2.73%
+$3,040.5 
SNAP Snap Inc.
+2.54%
+$55.43 
PBF PBF Energy Inc.
+2.52%
+$186.44 
PLTR Palantir Technologies Inc.
+2.28%
+$259.72 
GOOG Alphabet Inc
+2%
+$7,861.12 
IBKR Interactive Brokers Group Inc.
+2%
+$21.72 
ALNY Alnylam Pharmaceuticals Inc
+1.92%
+$5.14 
SMTC Semtech Corporation
+1.89%
+$11.8 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.88%
+$1,261.05 
GOOGL Alphabet Inc
+1.88%
+$1,627.5 
MPC Marathon Petroleum Corporation
+1.87%
+$29.2 
MSFT Microsoft Corp.
+1.85%
+$5,891.1 
KSS Kohl's Corporation
+1.82%
+$6.3 
DPZ Domino's Pizza Inc.
+1.75%
+$565.5 
RDDT Reddit Inc Class A
+1.75%
+$1,189.32 
PSX Phillips 66
+1.75%
+$7.23 
UAL United Airlines Holdings, Inc.
+1.62%
+$9.35 
EPD Enterprise Products Partners L.P.
+1.61%
+$2,152.5 
ABT Abbott Laboratories
+1.6%
+$483 
CVX Chevron Corporation
+1.47%
+$575.79 
HAL Halliburton Company
+1.46%
+$7.72 
WMB The Williams Companies, Inc.
+1.42%
+$10.4 
VRT Vertiv Holdings Co
+1.41%
+$20.48 
TTWO Take-Two Interactive Software, Inc.
+1.35%
+$6.38 
OXY Occidental Petroleum Corporation
+1.31%
+$7.2 
ANET Arista Networks, Inc.
+1.3%
+$10.95 
GEV GE Vernova Inc.
+1.29%
+$108.96 
QS QuantumScape Corp
+1.28%
+$2.62 
AMZN Amazon.com Inc
+1.24%
+$1,132.2 
RTX RTX Corporation
+1.22%
+$472 
MKC McCormick & Company, Incorporated
+1.14%
+$236 
RYT Invesco S&P 500 Equal Weight ETF
+1.13%
+$1,776.83 
TXT Textron Inc.
+1.12%
+$5.12 
XLE Energy Select Sector SPDR Fund
+1.08%
+$35,240 
XOM Exxon Mobil Corporation
+1.05%
+$354.54 
RPG Invesco S&P 500 Pure Growth ETF
+1.04%
+$519.48 
V Visa Inc. Class A
+1.02%
+$915.62 
SMH VanEck Semiconductor ETF
+1.02%
+$4,927.24 
DLR Digital Realty Trust, Inc.
+0.96%
+$5.01 
IBM International Business Machines Corporation
+0.96%
+$523 
HOOD Robinhood Markets, Inc.
+0.95%
+$9.5 
DVN Devon Energy Corporation
+0.94%
+$6.15 
GD General Dynamics Corporation
+0.93%
+$1,149.12 
MDT Medtronic plc
+0.88%
+$73.5 
MTUM iShares MSCI USA Momentum Factor ETF
+0.82%
+$298.87 
HON Honeywell International Inc.
+0.8%
+$417.2 
SCHW Charles Schwab Corporation
+0.8%
+$8.1 
HAS Hasbro Inc.
+0.77%
+$3.15 
CEG Constellation Energy Corporation
+0.73%
+$3.7 
IEMG iShares Core MSCI Emerging Markets ETF
+0.69%
+$109.16 
ACGL Arch Capital Group Ltd
+0.69%
+$280 
ROST Ross Stores, Inc.
+0.66%
+$310 
XLK State Street Technology Select Sector SPDR ETF
+0.66%
+$2,338.87 
PNQI Invesco NASDAQ Internet ETF
+0.62%
+$600 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.61%
+$1,166.55 
NVDA NVIDIA Corporation
+0.61%
+$3,270.57 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.61%
+$219.96 
OKE ONEOK, Inc.
+0.59%
+$333 
PWR Quanta Services Inc.
+0.58%
+$7.31 
ETN Eaton Corporation plc
+0.56%
+$9 
QQQ Invesco QQQ Trust, Series 1
+0.55%
+$350.35 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.55%
+$159.85 
EMXF iShares ESG Aware MSCI EM ETF
+0.52%
+$9,594.94 
LMT Lockheed Martin Corporation
+0.52%
+$264 
MMM 3M Company
+0.51%
+$122.25 
IWF iShares Russell 1000 Growth ETF
+0.49%
+$614.8 
UBER Uber Technologies, Inc.
+0.42%
+$244 
DFAE Dimensional Emerging Core Equity Market ETF
+0.41%
+$218.86 
MKSI MKS Instruments Inc.
+0.4%
+$6.47 
TJX The TJX Companies, Inc.
+0.38%
+$236.93 
ROKU Roku, Inc.
+0.38%
+$2.73 
SOFI SoFi Technologies, Inc.
+0.38%
+$48.75 
WWD Woodward Inc.
+0.34%
+$1.33 
VUG Vanguard Growth ETF
+0.31%
+$2,962.17 
MPLX MPLX LP
+0.31%
+$175 
CB Chubb Limited
+0.24%
+$103.75 
NVCR NovoCure Ltd.
+0.22%
+$17.5 
HLT Hilton Worldwide Holdings Inc.
+0.2%
+$1.31 
DG Dollar General Corporation
+0.2%
+$1.25 
LYV Live Nation Entertainment, Inc.
+0.19%
+$1.75 
CNC Centene Corporation
+0.19%
+$1.25 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$92.55 
ESGV Vanguard ESG U.S. Stock ETF
+0.16%
+$9,048.69 
PANW Palo Alto Networks, Inc.
+0.15%
+$110 
USMV iShares MSCI USA Min Vol Factor ETF
+0.14%
+$267.68 
ADI Analog Devices, Inc.
+0.13%
+$50 
NEM Newmont Corporation
+0.13%
+$1.19 
L Loews Corporation
+0.13%
+$0.76 
REGN Regeneron Pharmaceuticals, Inc.
+0.12%
+$0.83 
IAUG Innovator International Developed Power Buffer ETF – August
+0.12%
+$489.2 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.12%
+$25.71 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.11%
+$579.35 
XVV iShares ESG Screened S&P 500
+0.1%
+$3,932.5 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$39,079.87 
GEHC GE HealthCare Technologies Inc.
+0.08%
+$0.25 
VOO Vanguard S&P 500 ETF
+0.08%
+$288.36 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.07%
+$80.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.07%
+$17.61 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.07%
+$51.3 
SCHX Schwab U.S. Large-Cap ETF
+0.07%
+$51.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.07%
+$12,931 
IVV iShares Core S&P 500 ETF
+0.07%
+$1,460.69 
ARVN Arvinas Inc.
+0.06%
+$2.88 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.06%
+$418.72 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.05%
+$0.3 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.04%
+$851.15 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.03%
+$1,821.29 
MORN Morningstar, Inc.
+0.03%
+$0.82 
WTPI WisdomTree Equity Premium Income Fund
+0.03%
+$87.93 
APA APA Corporation
+0.03%
+$0.1 
DDFF Innovator Equity Dual Directional 15 Buffer ETF - February
+0.02%
+$23.4 
KMB Kimberly-Clark Corporation
+0.02%
+$5 
IWV ISHARES RUSSELL 3000 ETF
+0.02%
+$12.69 
C Citigroup Inc.
+0.01%
+$0.2 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$20.24 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$28.43 
DBRG DigitalBridge Group Inc.
0%
$0 
DDTF Innovator Equity Dual Directional 10 Buffer ETF - February
0%
$0 
DDTM Innovator Equity Dual Directional 10 Buffer ETF - March
0%
$0 
DDTO
0%
$0 
KAUG
0%
$0 
KMAR
0%
$0 
TAPR Innovator Equity Defined Protection ETF
0%
$0 
TJAN
0%
$0 
ZAPR
0%
$0 
ZFEB
0%
$0 
SPIR Spire Global Inc.
-8.32%
-$3,030 
SLS Sellas Life Sciences Group Inc.
-6.33%
-$1,670 
UWMC UWM Holdings Corporation
-6.19%
-$125 
SGMO Sangamo Therapeutics Inc.
-4.41%
-$3 
ADPT Adaptive Biotechnologies Corporation
-3.45%
-$2.96 
GH Guardant Health Inc.
-3.44%
-$26.8 
BEAM Beam Therapeutics Inc.
-3.29%
-$9.05 
TFC Truist Financial Corporation
-3.03%
-$1,136.85 
CRH CRH plc
-2.87%
-$14.75 
VMC Vulcan Materials Company
-2.85%
-$821.5 
AAPL Apple Inc.
-2.81%
-$29,456.4 
PSMT PriceSmart Inc.
-2.69%
-$25 
OTLY Oatly Group AB Sponsored ADR
-2.59%
-$0.52 
URI United Rentals, Inc.
-2.38%
-$24.85 
TD The Toronto-Dominion Bank
-2.29%
-$22.64 
WAB Wabtec Corporation
-2.27%
-$154.96 
BX Blackstone Inc.
-2.23%
-$1,981 
PEP PepsiCo, Inc.
-2.2%
-$648.23 
ARWR Arrowhead Pharmaceuticals Inc.
-2.18%
-$4,212 
MS Morgan Stanley
-2.06%
-$22.23 
DE Deere & Company
-2.06%
-$1,230 
EMR Emerson Electric Co.
-2.05%
-$14.3 
SWK Stanley Black & Decker Inc.
-1.96%
-$177 
GE General Electric Company
-1.95%
-$27.22 
EVR Evercore Inc.
-1.94%
-$13.28 
ITW Illinois Tool Works Inc.
-1.92%
-$21.2 
HD The Home Depot, Inc.
-1.9%
-$2,031.75 
MRK Merck & Co., Inc.
-1.87%
-$47.7 
RKLB Rocket Lab Corporation
-1.83%
-$620 
WSM Williams-Sonoma, Inc.
-1.79%
-$8.16 
BA Boeing Company
-1.77%
-$378 
AA Alcoa Corporation
-1.74%
-$3.81 
AWK American Water Works Company, Inc.
-1.71%
-$1,448.37 
WMT Walmart Inc.
-1.71%
-$1,357.2 
LLY Eli Lilly and Company
-1.66%
-$5,269.7 
INCY Incyte Corporation
-1.65%
-$9.65 
WOLF Wolfspeed, Inc.
-1.61%
-$15.84 
CAT Caterpillar Inc.
-1.59%
-$3,073.66 
RF Regions Financial Corporation
-1.56%
-$4.95 
CSX CSX Corporation
-1.55%
-$408.2 
XERS Xeris Biopharma Holdings, Inc.
-1.53%
-$4.05 
ECL Ecolab Inc.
-1.52%
-$415 
PFG Principal Financial Group, Inc.
-1.49%
-$8.5 
CCL Carnival Corporation Ltd.
-1.42%
-$3.75 
HPE Hewlett Packard Enterprise Company
-1.42%
-$325 
EPAC Enerpac Tool Group Corp.
-1.3%
-$26.1 
SAN Banco Santander S.A. Sponsored ADR
-1.29%
-$175 
JNJ Johnson & Johnson
-1.29%
-$45.71 
DIS The Walt Disney Company
-1.22%
-$239 
FITB Fifth Third Bancorp
-1.19%
-$964.62 
AMRX Amneal Pharmaceuticals Inc.
-1.18%
-$4.2 
WFC Wells Fargo & Company
-1.17%
-$622.2 
ELAN Elanco Animal Health Incorporated
-1.16%
-$4.5 
SBUX Starbucks Corporation
-1.15%
-$363 
BAC Bank of America Corporation
-1.1%
-$716.17 
LH Labcorp Holdings Inc.
-1.08%
-$477.36 
RYLD Global X Russell 2000 Covered Call ETF
-1.05%
-$3,560.99 
TKO Tko Group Holdings Inc.
-1.04%
-$3.86 
D Dominion Energy, Inc.
-0.97%
-$1,871.97 
GS The Goldman Sachs Group, Inc.
-0.97%
-$516 
WEC WEC Energy Group Inc.
-0.97%
-$321.93 
NEE NextEra Energy, Inc.
-0.96%
-$170 
DNLI Denali Therapeutics Inc.
-0.92%
-$2.15 
OPEN Opendoor Technologies Inc.
-0.89%
-$0.52 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-0.86%
-$4.42 
PH Parker-Hannifin Corporation
-0.86%
-$8.2 
HBAN Huntington Bancshares Incorporated
-0.85%
-$387.5 
PFE Pfizer Inc.
-0.82%
-$213.81 
TLT iShares 20+ Year Treasury Bond ETF
-0.81%
-$59.59 
XYLD Global X S&P 500 Covered Call ETF
-0.8%
-$6,691.74 
GM General Motors Company
-0.77%
-$8.78 
AME Ametek Inc.
-0.75%
-$218.94 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.74%
-$977.5 
ASML ASML Holding N.V. New York Registry Shares
-0.73%
-$1,499.94 
PG Procter & Gamble Co
-0.73%
-$163.5 
IDV iShares International Select Dividend ETF
-0.69%
-$1,790.65 
SYY Sysco Corporation
-0.69%
-$173.6 
SPLV Invesco S&P 500 Low Volatility ETF
-0.66%
-$1,788.71 
MRNA Moderna, Inc.
-0.65%
-$54.4 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.64%
-$162.5 
SRPT Sarepta Therapeutics Inc.
-0.61%
-$787.5 
UNH UnitedHealth Group Incorporated
-0.6%
-$1,795.51 
CMI Cummins Inc.
-0.59%
-$380 
AXP American Express Company
-0.58%
-$623.07 
JPM JPMorgan Chase & Co.
-0.57%
-$2,172.3 
EFG iShares MSCI EAFE Growth ETF
-0.55%
-$424.94 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.55%
-$637.07 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.53%
-$4,326.83 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.51%
-$158.44 
EFV iShares MSCI EAFE Value ETF
-0.5%
-$359.97 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$319.78 
ABBV AbbVie Inc.
-0.49%
-$15.12 
COST Costco Wholesale Corporation
-0.49%
-$347.25 
IJUL Innovator International Developed Power Buffer ETF
-0.49%
-$593.61 
TMO Thermo Fisher Scientific Inc.
-0.48%
-$7.62 
VYMI Vanguard International High Dividend Yield Index Fund
-0.47%
-$1,250.2 
IEFA iShares Core MSCI EAFE ETF
-0.47%
-$101.7 
TBJL Innovator 20 Year Treasury Bond 9 Buffer ETF
-0.47%
-$898 
JCI Johnson Controls International plc
-0.46%
-$6.5 
DHR Danaher Corporation
-0.46%
-$2.82 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.45%
-$1,389.98 
CSCO Cisco Systems, Inc.
-0.44%
-$7.42 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.44%
-$16,031.41 
IBTQ iShares iBonds Dec 2035 Term Treasury ETF
-0.42%
-$2,153.72 
ONTO Onto Innovation Inc.
-0.41%
-$5.78 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.4%
-$15.66 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.4%
-$1,454.47 
IJH iShares Core S&P Mid-Cap ETF
-0.39%
-$6.2 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.39%
-$23.2 
IBTP iShares iBonds Dec 2034 ETF
-0.38%
-$21,961.15 
AMGN Amgen Inc.
-0.37%
-$4.11 
IDXX IDEXX Laboratories, Inc.
-0.37%
-$2.12 
CRSP Crispr Therapeutics AG
-0.37%
-$2.62 
IJAN Innovator International Developed Power Buffer ETF - January
-0.35%
-$727.92 
CLNN Clene Inc.
-0.34%
-$44.1 
IJR iShares Core S&P Small-Cap ETF
-0.33%
-$49.4 
IOCT Innovator International Developed Power Buffer ETF – October
-0.32%
-$2,672.46 
FLNC Fluence Energy, Inc.
-0.32%
-$2.48 
ILMN Illumina, Inc.
-0.32%
-$2.98 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.31%
-$292.57 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.31%
-$67.5 
IRM Iron Mountain Inc.
-0.31%
-$58.91 
GLW Corning Incorporated
-0.31%
-$7.2 
IWD iShares Russell 1000 Value ETF
-0.31%
-$280.28 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.31%
-$22.93 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.29%
-$12,739.55 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.27%
-$2,315.62 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.27%
-$14,077.56 
VXF Vanguard Extended Market ETF
-0.25%
-$17,021.67 
IQDF FlexShares International Quality Dividend Index Fund
-0.25%
-$444.46 
VB Vanguard Small-Cap ETF
-0.25%
-$243.82 
VKTX Viking Therapeutics Inc.
-0.24%
-$45 
VZ Verizon Communications Inc.
-0.24%
-$42 
SYF Synchrony Financial
-0.22%
-$3.2 
IWM iShares Russell 2000 ETF
-0.21%
-$432.18 
RWL Invesco S&P 500 Revenue ETF
-0.21%
-$142.56 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.21%
-$1,325.55 
HCA HCA Healthcare Inc.
-0.2%
-$0.74 
IBTL iShares iBonds Dec 2031 Term Fund
-0.2%
-$1,028.4 
IDEC Innovator International Developed Power Buffer ETF – December Series
-0.19%
-$20.1 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.18%
-$555.73 
KFEB Innovator U.S. Small Cap Power Buffer ETF
-0.17%
-$32.78 
IMAR Innovator International Developed Power Buffer ETF - March
-0.16%
-$175 
BKR Baker Hughes Company
-0.15%
-$1.27 
JEPI JPMorgan Equity Premium Income Fund
-0.15%
-$1,377.51 
EW Edwards Lifesciences Corporation
-0.14%
-$709.2 
IWR iShares Russell Mid-Cap ETF
-0.14%
-$69.9 
IXUS iShares Core International Stock ETF
-0.13%
-$6.12 
IFEB Innovator International Developed Power Buffer ETF - February
-0.12%
-$36.67 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.12%
-$9,862.2 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.12%
-$1,061.17 
IBTI iShares iBonds Dec 2028 Term ETF
-0.11%
-$26.4 
DAL Delta Air Lines, Inc.
-0.11%
-$0.45 
VEU Vanguard FTSE All-World ex-US ETF
-0.1%
-$3,266.47 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
-0.08%
-$505.53 
JPIE JPMorgan Income ETF
-0.08%
-$272.06 
SCHM Schwab U.S. Mid-Cap ETF
-0.07%
-$5.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.07%
-$2.69 
TJUL Innovator Equity Defined Protection ETF 0725
-0.07%
-$458.18 
PFF iShares Preferred and Income Securities ETF
-0.05%
-$0.57 
IBTH iShares iBonds Dec 2027 Term
-0.04%
-$2,094.13 
KDEC INN US Small Cap Beta ETF
-0.04%
-$57.52 
SPHQ Invesco S&P 500 Quality ETF
-0.04%
-$38.99 
AMAT Applied Materials, Inc.
-0.03%
-$41.25 
CRI Carter's Inc.
-0.03%
-$0.29 
VT Vanguard Total World Stock ETF
-0.03%
-$94.82 
NET Cloudflare Inc.
-0.02%
-$0.3 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.02%
-$98.01 
APH Amphenol Corporation
-0.01%
-$0.56 
CVS CVS Health Corporation
-0.01%
-$1 Events
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Dividends
Dividend Analysis
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| Trades 1355 | Longs Won 852/1355 62% | Profit Factor 6.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $477,369.85 |
| Average Win $59,385.69 | Best Trade (Jul 22) $17.47M | Sharpe Ratio -10.67 |
| Average Loss -$16,491.08 | Worst Trade (Mar 31) -$969,396.3 | Z-Score 6.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 6d | Expectancy $31,218.89 |
| 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% | 0.85% |
| Consecutive Losing Trades | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
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FAQ
Which stocks have generated the highest profits for Andrew Blass?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $4.36M, Energy Select Sector SPDR Fund - $2M, VANGUARD TOTAL STOCK MKT ETF - $810,536.77, iShares iBonds Dec 2025 Term Treasury ETF - $397,452.4, and iShares ESG Advanced MSCI EAFE Index Fund - $378,441.13. 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: Vanguard Growth ETF - $955,377.86, Edwards Lifesciences Corporation - $254,709.65, Vanguard Short-Term Treasury Fund - $216,381.74, Arrowhead Pharmaceuticals Inc - $209,102, and Wolfspeed, Inc - $143,636.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Blass's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.96M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $2.53M, Vanguard Total International Stock Index Fund Investor Shares - $901,412.68, VANGUARD TOTAL STOCK MKT ETF - $874,563.34, Energy Select Sector SPDR Fund - $672,767.49, and iShares ESG Aware U.S. Aggregate Bond ETF - $501,450.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Blass's monthly returns?
Andrew Blass'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 Andrew Blass's strategy be considered aggressive or moderate?
Andrew Blass'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 Andrew Blass's strategy?
Andrew Blass'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.
