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:
55.28%
Gain -0.31%
Monthly
0.68%
Yearly
8.44%
Drawdown
16.86%
$160.87M
Equity
Holdings
$160.87M
Investment
$119.34M
$46.01M
Profit -$436,534.2
Realized
$4.47M
Unrealized
$41.53M
Dividends
$11.2M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$436,534.2
Win %
75%
This Week
Compared To Last Week
Gain
-1.21%
Profit
-$1.97M
Win %
75%
This Month
Compared to last month
Gain
-0.84%
Profit
-$1.37M
Win %
75%
This Year
Compared to last year
Gain
0.79%
Profit
$1.26M
Win %
72%
RDDT Reddit Inc Class A
+7.03%
+$3,848.46 
MDB MongoDB Inc.
+4.66%
+$16.71 
SNAP Snap Inc.
+3.48%
+$89.17 
AAPL Apple Inc.
+3.14%
+$29,422.79 
TTWO Take-Two Interactive Software, Inc.
+2.74%
+$11.56 
CNC Centene Corporation
+2.56%
+$16.4 
GM General Motors Company
+2.48%
+$31.12 
DVN Devon Energy Corporation
+1.81%
+$13.28 
UBER Uber Technologies, Inc.
+1.77%
+$1,004 
ABBV AbbVie Inc.
+1.33%
+$40.02 
PBF PBF Energy Inc.
+1.15%
+$104.72 
FIG Figma Inc. Class A Common Stock
+1%
+$1,430 
LMT Lockheed Martin Corporation
+0.94%
+$493 
CSX CSX Corporation
+0.92%
+$231.4 
PANW Palo Alto Networks, Inc.
+0.87%
+$583 
DIS The Walt Disney Company
+0.84%
+$176 
XOM Exxon Mobil Corporation
+0.79%
+$294.12 
GOOGL Alphabet Inc
+0.77%
+$632.5 
GOOG Alphabet Inc
+0.75%
+$4,063.03 
HAS Hasbro Inc.
+0.73%
+$3.25 
MRNA Moderna, Inc.
+0.71%
+$130.56 
PFG Principal Financial Group, Inc.
+0.7%
+$3.98 
ROKU Roku, Inc.
+0.6%
+$4.62 
EW Edwards Lifesciences Corporation
+0.48%
+$2,423.1 
GD General Dynamics Corporation
+0.47%
+$562.8 
TD The Toronto-Dominion Bank
+0.47%
+$4.48 
SCHW Charles Schwab Corporation
+0.46%
+$4.9 
SYY Sysco Corporation
+0.46%
+$116.25 
ARWR Arrowhead Pharmaceuticals Inc.
+0.44%
+$936 
RCAT Red Cat Holdings, Inc.
+0.43%
+$35 
RBLX Roblox Corporation
+0.38%
+$105.06 
ITW Illinois Tool Works Inc.
+0.37%
+$3.96 
C Citigroup Inc.
+0.3%
+$4.2 
CLNN Clene Inc.
+0.27%
+$22.05 
HBAN Huntington Bancshares Incorporated
+0.22%
+$89.75 
VMC Vulcan Materials Company
+0.21%
+$52 
PNQI Invesco NASDAQ Internet ETF
+0.2%
+$200 
FITB Fifth Third Bancorp
+0.19%
+$147.94 
CB Chubb Limited
+0.18%
+$76.25 
D Dominion Energy, Inc.
+0.17%
+$300.41 
PG Procter & Gamble Co
+0.17%
+$35.48 
PEP PepsiCo, Inc.
+0.11%
+$33.33 
LLY Eli Lilly and Company
+0.09%
+$281.11 
CVS CVS Health Corporation
+0.06%
+$12 
DE Deere & Company
+0.05%
+$35.5 
L Loews Corporation
+0.04%
+$0.2 
DBRG DigitalBridge Group Inc.
+0.03%
+$0.01 
NEE NextEra Energy, Inc.
+0.02%
+$4 
RTX RTX Corporation
+0.02%
+$8 
TFC Truist Financial Corporation
+0.01%
+$3.58 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$13.5 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$10.18 
WAB Wabtec Corporation
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 TJAN
TJAN
0%
$0 KSEP
KSEP
0%
$0 ZFEB
ZFEB
0%
$0 ZJUN
ZJUN
0%
$0 ZAPR
ZAPR
0%
$0 KJUN
KJUN
0%
$0 G200
G2004J103
0%
$0 
PCT PureCycle Technologies, Inc.
-7.42%
-$930 
WOLF Wolfspeed, Inc.
-6.82%
-$61.38 
BKR Baker Hughes Company
-6.69%
-$63.89 
SRPT Sarepta Therapeutics Inc.
-6.62%
-$10,928.25 
OPEN Opendoor Technologies Inc.
-6.17%
-$2.4 
CRBP Corbus Pharmaceuticals Holdings, Inc.
-5.93%
-$262.5 
HPE Hewlett Packard Enterprise Company
-5.82%
-$1,715 
CRI Carter's Inc.
-5.77%
-$53.65 
HUT Hut 8 Corp.
-5.51%
-$52.9 
VRT Vertiv Holdings Co
-5.34%
-$70.2 
INTC Intel Corporation
-4.92%
-$9,649.35 
KSS Kohl's Corporation
-4.91%
-$17.2 
AA Alcoa Corporation
-4.67%
-$11.85 
LH Labcorp Holdings Inc.
-4.5%
-$2,254.98 
MU Micron Technology, Inc.
-4.46%
-$687.45 
RIOT Riot Platforms, Inc.
-4.26%
-$18.8 
URI United Rentals, Inc.
-4.2%
-$43.22 
ALNY Alnylam Pharmaceuticals Inc
-4.04%
-$10.43 
WDC Western Digital Corporation
-3.98%
-$95.85 
FLNC Fluence Energy, Inc.
-3.8%
-$21.18 
CRDO Credo Technology Group Holding Ltd.
-3.38%
-$28.37 
BEAM Beam Therapeutics Inc.
-3.36%
-$8.46 
AMD Advanced Micro Devices, Inc.
-3.11%
-$1,054.3 
SWK Stanley Black & Decker Inc.
-3.07%
-$281.5 
TER Teradyne, Inc.
-3.03%
-$58.15 
ONTO Onto Innovation Inc.
-3.02%
-$42 
SNDK SanDisk Corporation
-3.01%
-$8,561.17 
WMB The Williams Companies, Inc.
-2.81%
-$21.1 
IBM International Business Machines Corporation
-2.8%
-$1,724.47 
GEV GE Vernova Inc.
-2.79%
-$212.16 
EPAC Enerpac Tool Group Corp.
-2.68%
-$56.55 
AMAT Applied Materials, Inc.
-2.66%
-$3,120 
SYF Synchrony Financial
-2.66%
-$41.1 
SMTC Semtech Corporation
-2.62%
-$21.5 
GH Guardant Health Inc.
-2.62%
-$21.32 
GLW Corning Incorporated
-2.59%
-$65.55 
MORN Morningstar, Inc.
-2.55%
-$80.73 
HAL Halliburton Company
-2.54%
-$14.18 
SLS Sellas Life Sciences Group Inc.
-2.51%
-$700 
BX Blackstone Inc.
-2.47%
-$2,233 
MRVL Marvell Technology, Inc.
-2.39%
-$28.05 
CRSP Crispr Therapeutics AG
-2.37%
-$18.97 
MKSI MKS Instruments Inc.
-2.29%
-$30.7 
NVDA NVIDIA Corporation
-2.27%
-$13,512.8 
NCLH Norwegian Cruise Line Holdings Ltd.
-2.24%
-$10 
ELAN Elanco Animal Health Incorporated
-2.19%
-$7.72 
CRH CRH plc
-2.16%
-$9.65 
SMH VanEck Semiconductor ETF
-2.14%
-$10,680.01 
AMGN Amgen Inc.
-2.14%
-$25.11 
PLTR Palantir Technologies Inc.
-2.12%
-$309.6 
DFAE Dimensional Emerging Core Equity Market ETF
-2.04%
-$1,164.9 
CEG Constellation Energy Corporation
-2.02%
-$11.85 
AMRX Amneal Pharmaceuticals Inc.
-1.98%
-$6.82 
NEM Newmont Corporation
-1.96%
-$25.25 
MRK Merck & Co., Inc.
-1.93%
-$56.9 
IEMG iShares Core MSCI Emerging Markets ETF
-1.92%
-$328 
WSM Williams-Sonoma, Inc.
-1.92%
-$8.74 
INCY Incyte Corporation
-1.91%
-$12 
ABT Abbott Laboratories
-1.84%
-$485 
ASML ASML Holding N.V. New York Registry Shares
-1.83%
-$3,713.54 
UWMC UWM Holdings Corporation
-1.82%
-$25 
EMXF iShares ESG Aware MSCI EM ETF
-1.8%
-$31,614.13 
PH Parker-Hannifin Corporation
-1.78%
-$16.88 
EVR Evercore Inc.
-1.72%
-$9.88 
HD The Home Depot, Inc.
-1.69%
-$1,582.48 
MTUM iShares MSCI USA Momentum Factor ETF
-1.68%
-$627.99 
ANET Arista Networks, Inc.
-1.67%
-$16.12 
EMR Emerson Electric Co.
-1.58%
-$11.85 
REGN Regeneron Pharmaceuticals, Inc.
-1.51%
-$12.18 
SPIR Spire Global Inc.
-1.48%
-$510 
ETN Eaton Corporation plc
-1.47%
-$24.4 
PWR Quanta Services Inc.
-1.44%
-$18.09 
IRM Iron Mountain Inc.
-1.42%
-$252.56 
RPG Invesco S&P 500 Pure Growth ETF
-1.41%
-$719.28 
DLR Digital Realty Trust, Inc.
-1.39%
-$7.89 
JCI Johnson Controls International plc
-1.39%
-$20.15 
CSCO Cisco Systems, Inc.
-1.39%
-$22.8 
DG Dollar General Corporation
-1.39%
-$8.65 
APH Amphenol Corporation
-1.38%
-$125.44 
IDXX IDEXX Laboratories, Inc.
-1.33%
-$6.87 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.33%
-$1,086.9 
IXUS iShares Core International Stock ETF
-1.32%
-$62.97 
RKLB Rocket Lab Corporation
-1.32%
-$415 
CAT Caterpillar Inc.
-1.31%
-$2,343.3 
ILMN Illumina, Inc.
-1.29%
-$13.21 
WWD Woodward Inc.
-1.28%
-$4.31 
XLK State Street Technology Select Sector SPDR ETF
-1.27%
-$4,819.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.25%
-$109,862.45 
IQDF FlexShares International Quality Dividend Index Fund
-1.23%
-$2,329 
TLT iShares 20+ Year Treasury Bond ETF
-1.23%
-$88.44 
VEU Vanguard FTSE All-World ex-US ETF
-1.23%
-$44,176.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.23%
-$4,733.65 
MPC Marathon Petroleum Corporation
-1.19%
-$23.75 
TKO Tko Group Holdings Inc.
-1.18%
-$4.52 
EFG iShares MSCI EAFE Growth ETF
-1.18%
-$920.16 
VKTX Viking Therapeutics Inc.
-1.16%
-$190 
SCHM Schwab U.S. Mid-Cap ETF
-1.15%
-$89.1 
GS The Goldman Sachs Group, Inc.
-1.13%
-$583.5 
MPLX MPLX LP
-1.11%
-$670 
IBKR Interactive Brokers Group Inc.
-1.05%
-$11.4 
VXF Vanguard Extended Market ETF
-1.04%
-$71,025.05 
XJH iShares ESG Screened S&P Mid-Cap ETF
-1.04%
-$8,270.67 
MS Morgan Stanley
-1.02%
-$11 
RYT Invesco S&P 500 Equal Weight ETF
-1.01%
-$1,723.81 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.01%
-$218.75 
GEHC GE HealthCare Technologies Inc.
-1%
-$3.27 
CMI Cummins Inc.
-1%
-$553.5 
VB Vanguard Small-Cap ETF
-0.99%
-$975.28 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.99%
-$8,207.41 
IWM iShares Russell 2000 ETF
-0.98%
-$1,961.96 
QQQ Invesco QQQ Trust, Series 1
-0.98%
-$640.64 
HOOD Robinhood Markets, Inc.
-0.98%
-$11.3 
ADI Analog Devices, Inc.
-0.94%
-$344 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.94%
-$55.97 
IJH iShares Core S&P Mid-Cap ETF
-0.94%
-$14.7 
JOBY Joby Aviation, Inc.
-0.94%
-$1.8 
DNLI Denali Therapeutics Inc.
-0.93%
-$2 
MMM 3M Company
-0.93%
-$228 
IBTQ iShares iBonds Dec 2035 Term Treasury ETF
-0.92%
-$13,971.37 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.92%
-$35.7 
TXT Textron Inc.
-0.91%
-$3.65 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.91%
-$66.66 
IJR iShares Core S&P Small-Cap ETF
-0.91%
-$135.97 
UNH UnitedHealth Group Incorporated
-0.91%
-$2,492 
RYLD Global X Russell 2000 Covered Call ETF
-0.9%
-$3,037.32 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.9%
-$33,046.09 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$201.14 
IWF iShares Russell 1000 Growth ETF
-0.89%
-$1,155.4 
TBJL Innovator 20 Year Treasury Bond 9 Buffer ETF
-0.87%
-$2,061.25 
AME Ametek Inc.
-0.87%
-$252.15 
OTLY Oatly Group AB Sponsored ADR
-0.83%
-$0.21 
IWR iShares Russell Mid-Cap ETF
-0.83%
-$426.39 
COIN Coinbase Global, Inc.
-0.82%
-$4,721.76 
ADPT Adaptive Biotechnologies Corporation
-0.79%
-$0.73 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.78%
-$1,543.44 
DAL Delta Air Lines, Inc.
-0.78%
-$3.05 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.78%
-$291.72 
PFE Pfizer Inc.
-0.77%
-$224.03 
IBTP iShares iBonds Dec 2034 ETF
-0.77%
-$42,237.38 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.76%
-$190 
SPHQ Invesco S&P 500 Quality ETF
-0.74%
-$696.25 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.74%
-$220 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.72%
-$511.36 
BABA Alibaba Group Holding Limited SP ADR
-0.72%
-$592.5 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.7%
-$30,248.4 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.7%
-$45,568.29 
AVGO Broadcom Inc.
-0.68%
-$747 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$785.56 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.68%
-$2,109.84 
PFF iShares Preferred and Income Securities ETF
-0.66%
-$7.8 
UAL United Airlines Holdings, Inc.
-0.65%
-$3.48 
NET Cloudflare Inc.
-0.64%
-$10.1 
PSMT PriceSmart Inc.
-0.64%
-$5.42 
IWV ISHARES RUSSELL 3000 ETF
-0.62%
-$376.47 
IBTL iShares iBonds Dec 2031 Term Fund
-0.6%
-$2,623.55 
IJUN Innovator International Developed Power Buffer ETF - June
-0.59%
-$8,086.93 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$1,645 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.59%
-$110,254.08 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.59%
-$1,829.99 
WEC WEC Energy Group Inc.
-0.58%
-$183.52 
BA Boeing Company
-0.58%
-$120 
SOFI SoFi Technologies, Inc.
-0.58%
-$75 
QS QuantumScape Corp
-0.57%
-$1.05 
VOO Vanguard S&P 500 ETF
-0.57%
-$2,152.02 
WFC Wells Fargo & Company
-0.57%
-$313.63 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.57%
-$128.96 
IVV iShares Core S&P 500 ETF
-0.57%
-$12,641.95 
ESGV Vanguard ESG U.S. Stock ETF
-0.57%
-$30,964.78 
SPY SPDR S&P 500 ETF Trust
-0.56%
-$281,955.89 
IAUG Innovator International Developed Power Buffer ETF – August
-0.55%
-$593.95 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.55%
-$134.15 
ARVN Arvinas Inc.
-0.55%
-$27.64 
SAN Banco Santander S.A. Sponsored ADR
-0.55%
-$80 
SCHX Schwab U.S. Large-Cap ETF
-0.53%
-$412.32 
IFEB Innovator International Developed Power Buffer ETF - February
-0.53%
-$159.79 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.51%
-$661.25 
SBUX Starbucks Corporation
-0.51%
-$153 
GE General Electric Company
-0.5%
-$6.56 
VUG Vanguard Growth ETF
-0.48%
-$4,697.7 
JEPI JPMorgan Equity Premium Income Fund
-0.47%
-$4,294.59 
SPLV Invesco S&P 500 Low Volatility ETF
-0.47%
-$1,214.06 
XVV iShares ESG Screened S&P 500
-0.46%
-$18,259.29 
LYV Live Nation Entertainment, Inc.
-0.45%
-$3.85 
PSX Phillips 66
-0.45%
-$2.36 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$291.04 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.44%
-$2,620.3 
AXP American Express Company
-0.43%
-$413.74 
EJAN Innovator Emerging Markets Power Buffer ETF
-0.42%
-$371.54 
JPM JPMorgan Chase & Co.
-0.41%
-$1,637.58 
XYLD Global X S&P 500 Covered Call ETF
-0.41%
-$3,447.26 
USMV iShares MSCI USA Min Vol Factor ETF
-0.41%
-$774.36 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$4.77 
AMZN Amazon.com Inc
-0.39%
-$366.78 
XLE Energy Select Sector SPDR Fund
-0.38%
-$7,583 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$286.13 
OXY Occidental Petroleum Corporation
-0.37%
-$2.3 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.37%
-$3,289.52 
DDTF Innovator Equity Dual Directional 10 Buffer ETF - February
-0.36%
-$147.75 
IWD iShares Russell 1000 Value ETF
-0.33%
-$305.76 
NJAN Innovator Growth 100 Power Buffer ETF - January
-0.33%
-$195 
CVX Chevron Corporation
-0.31%
-$140.03 
JPIE JPMorgan Income ETF
-0.31%
-$1,087.44 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.3%
-$95.57 
HLT Hilton Worldwide Holdings Inc.
-0.28%
-$1.74 
JNJ Johnson & Johnson
-0.28%
-$10.5 
KMB Kimberly-Clark Corporation
-0.28%
-$55.52 
NAPR Innovator Growth 100 Power Buffer Fund
-0.27%
-$160 
BAC Bank of America Corporation
-0.26%
-$175.06 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-0.26%
-$1.27 
IDV iShares International Select Dividend ETF
-0.26%
-$698.05 
TJUL Innovator Equity Defined Protection ETF 0725
-0.24%
-$1,631.25 
SHY iShares 1-3 Year Treasury Bond ETF
-0.24%
-$9.55 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.23%
-$1,972.6 
AWK American Water Works Company, Inc.
-0.21%
-$182.41 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.2%
-$153.9 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.2%
-$4,029.93 
SQMX FT Cboe Vest U.S. Equity Buffer ETF - Quarterly Series August
-0.2%
-$140 
RWL Invesco S&P 500 Revenue ETF
-0.2%
-$137.29 
XERS Xeris Biopharma Holdings, Inc.
-0.2%
-$0.45 
IBTI iShares iBonds Dec 2028 Term ETF
-0.16%
-$5,932.22 
HCA HCA Healthcare Inc.
-0.16%
-$0.67 
COST Costco Wholesale Corporation
-0.15%
-$99.8 
ACGL Arch Capital Group Ltd
-0.13%
-$51.6 
EOCT Innovator Emerging Markets Power Buffer ETF - October
-0.13%
-$90 
ROST Ross Stores, Inc.
-0.12%
-$54 
RF Regions Financial Corporation
-0.12%
-$0.35 
ECL Ecolab Inc.
-0.1%
-$26 
V Visa Inc. Class A
-0.09%
-$85 
APA APA Corporation
-0.07%
-$0.3 
MSFT Microsoft Corp.
-0.05%
-$201.75 
WMT Walmart Inc.
-0.04%
-$31.32 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$17.12 
EPD Enterprise Products Partners L.P.
-0.03%
-$35 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$988.5 
OKE ONEOK, Inc.
-0.02%
-$12 
TJX The TJX Companies, Inc.
-0.02%
-$10.12 Events
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Dividends
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| Trades 1433 | Longs Won 960/1433 66% | Profit Factor 6.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $490,111.37 |
| Average Win $56,905.38 | Best Trade (Aug 14) $19.04M | Sharpe Ratio -118.86 |
| Average Loss -$18,230.97 | Worst Trade (Mar 31) -$969,396.3 | Z-Score 12.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 4d | Expectancy $32,104.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.08% |
| Consecutive Losing Trades | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 5 | $265.7 | $241.8 | - | -$23.9 | -9% | -4.672% |
| AAPL Apple Inc. | 2,969 | $700,322.6 | $965,667.25 | - | $265,344.65 | 37.89% | +3.143% |
| ABBV AbbVie Inc. | 12 | $2,778.48 | $3,050.94 | - | $272.46 | 9.81% | +1.329% |
| ABT Abbott Laboratories | 250 | $28,502.5 | $25,822.5 | - | -$2,680 | -9.4% | -1.844% |
| ACGL Arch Capital Group Ltd | 400 | $44,752 | $38,394.4 | - | -$6,357.6 | -14.21% | -0.134% |
| ADI Analog Devices, Inc. | 100 | $23,017 | $36,163 | - | $13,146 | 57.11% | -0.942% |
| ADPT Adaptive Biotechnologies Corporation | 3.75 | $243.6 | $90.85 | - | -$152.75 | -62.71% | -0.792% |
| ALNY Alnylam Pharmaceuticals Inc | 1 | $397.65 | $247.57 | - | -$150.08 | -37.74% | -4.041% |
| AMAT Applied Materials, Inc. | 250 | $50,512.5 | $114,092.5 | - | $63,580 | 125.87% | -2.662% |
| AMD Advanced Micro Devices, Inc. | 65 | $13,920.4 | $32,816.87 | - | $18,896.47 | 135.75% | -3.113% |
| AME Ametek Inc. | 123 | $17,875.59 | $28,809.06 | - | $10,933.47 | 61.16% | -0.868% |
| AMGN Amgen Inc. | 3 | $981.93 | $1,148.7 | - | $166.77 | 16.98% | -2.139% |
| AMRX Amneal Pharmaceuticals Inc. | 20 | $252 | $338.18 | - | $86.18 | 34.2% | -1.976% |
| AMZN Amazon.com Inc | 370 | $75,826.83 | $93,021.22 | - | $17,194.39 | 22.68% | -0.393% |
| ANET Arista Networks, Inc. | 5 | $655.15 | $948.5 | - | $293.35 | 44.78% | -1.672% |
| APA APA Corporation | 10 | $244.6 | $448.1 | - | $203.5 | 83.2% | -0.067% |
| APH Amphenol Corporation | 112 | $2,765.06 | $8,984.64 | - | $6,219.58 | 224.93% | -1.377% |
| ARVN Arvinas Inc. | 577 | $14,211.51 | $5,026.88 | - | -$9,184.63 | -64.63% | -0.547% |
| ARWR Arrowhead Pharmaceuticals Inc. | 2,600 | $50,362 | $215,774 | - | $165,412 | 328.45% | +0.436% |
| ASML ASML Holding N.V. New York Registry Shares | 117 | $134,205.81 | $198,640.3 | - | $64,434.49 | 48.01% | -1.835% |
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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 - $4.57M, Energy Select Sector SPDR Fund - $2.66M, VANGUARD TOTAL STOCK MKT ETF - $1.07M, SanDisk Corporation - $505,014.8, and Vanguard ESG U.S. Stock ETF - $480,614.44. 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 - $955,378.36, Edwards Lifesciences Corporation - $254,709.65, Vanguard Short-Term Treasury Fund - $216,381.74, Wolfspeed, Inc - $212,311, and Arrowhead Pharmaceuticals Inc - $209,102. 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 $11.2M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $2.55M, Vanguard Total International Stock Index Fund Investor Shares - $901,412.68, VANGUARD TOTAL STOCK MKT ETF - $867,014.36, Energy Select Sector SPDR Fund - $672,767.49, and iShares ESG Aware U.S. Aggregate Bond ETF - $531,419.93. 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.
