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:
62.22%
Gain -0.38%
Monthly
0.64%
Yearly
7.95%
Drawdown
16.86%
$159.31M
Equity
Holdings
$159.31M
Investment
$119.35M
$44.43M
Profit -$512,965.46
Realized
$4.47M
Unrealized
$39.96M
Dividends
$11.5M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$512,965.46
Win %
75%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$243,247.41
Win %
75%
This Month
Compared to last month
Gain
-0.37%
Profit
-$583,846.3
Win %
75%
This Year
Compared to last year
Gain
-0.2%
Profit
-$313,593.77
Win %
72%
UWMC UWM Holdings Corporation Class A Common Stock
+13.48%
+$155 
NET Cloudflare, Inc. Class A Common Stock
+7.24%
+$109.85 
SMTC Semtech Corporation
+6.72%
+$42.05 
PANW Palo Alto Networks, Inc.
+6.42%
+$4,560.78 
HAL Halliburton Company
+4.88%
+$24.3 
APA APA Corporation
+4.53%
+$22.4 
DVN Devon Energy Corporation
+4.23%
+$31.2 
ADPT Adaptive Biotechnologies Corporation Common Stock
+3.6%
+$3.3 
GH Guardant Health, Inc.
+3.52%
+$28.65 
BKR Baker Hughes Company
+3.38%
+$27.15 
MU Micron Technology Inc.
+3.36%
+$431.55 
HPE Hewlett Packard Enterprise Company
+3.26%
+$905 
OXY Occidental Petroleum Corp.
+3%
+$18.75 
OKE ONEOK, Inc.
+2.54%
+$1,434 
XLE State Street Energy Select Sector SPDR ETF
+2.41%
+$49,441.16 
CVX Chevron Corporation
+2.39%
+$1,130.69 
LMT Lockheed Martin Corporation
+2.29%
+$1,348 
RKLB Rocket Lab Corporation
+2.19%
+$560 
MDB MongoDB, Inc. Class A Common Stock
+2.17%
+$7.87 
XOM ExxonMobil Holdings Corporation
+2.17%
+$881.22 
FIG Figma Inc. Class A Common Stock
+1.99%
+$3,120 
MRVL Marvell Technology Inc.
+1.87%
+$20.93 
EPD Enterprise Products Partners L.P.
+1.85%
+$2,362.5 
WMB The Williams Companies, Inc.
+1.61%
+$11.35 
APH Amphenol Corp. Class A Common Stock
+1.49%
+$122.08 
MPLX MPLX LP
+1.48%
+$860 
INTC Intel Corporation
+1.47%
+$2,324.7 
AMD Advanced Micro Devices Inc.
+1.44%
+$475.8 
SPIR Spire Global, Inc. Class A Common Stock
+1.37%
+$360 
CSCO Cisco Systems, Inc.
+1.35%
+$21.3 
AMAT Applied Materials Inc.
+1.22%
+$1,145 
ANET Arista Networks Inc.
+1.11%
+$9.5 
MKSI MKS Inc.
+1.03%
+$10.07 
HCA HCA Healthcare, Inc.
+1.02%
+$4.76 
GLW Corning Incorporated
+0.97%
+$18 
ADI Analog Devices, Inc.
+0.93%
+$356.77 
SMH VanEck Semiconductor ETF
+0.86%
+$3,906.17 
TER Teradyne, Inc.
+0.86%
+$13.25 
ASML ASML Holding N.V. NY Registered Shares
+0.81%
+$1,485.31 
JCI Johnson Controls International plc
+0.79%
+$11.3 
SNDK Sandisk Corp.
+0.78%
+$1,572.96 
ABT Abbott Laboratories
+0.72%
+$185 
MSFT Microsoft Corporation Common Stock
+0.71%
+$3,002.04 
EMR Emerson Electric Co.
+0.66%
+$5.25 
AME AMETEK, Inc.
+0.57%
+$167.89 
XLK State Street Technology Select Sector SPDR ETF
+0.57%
+$2,106 
MTUM iShares MSCI USA Momentum Factor ETF
+0.52%
+$181.5 
RYT Invesco S&P 500 Equal Weight Technology ETF
+0.44%
+$742.56 
FBTC Fidelity Wise Origin Bitcoin Fund
+0.41%
+$348.29 
AVGO Broadcom Inc.
+0.36%
+$351 
RCAT Red Cat Holdings Inc.
+0.34%
+$15 
VRT Vertiv Holdings Co Class A Common Stock
+0.33%
+$3.25 
ALNY Alnylam Pharmaceuticals, Inc.
+0.25%
+$0.56 
BA The Boeing Company
+0.24%
+$45.5 
ABBV AbbVie Inc.
+0.22%
+$7.62 
HBAN HubSpot Inc.
+0.21%
+$83.5 
IBM International Business Machines Corporation
+0.21%
+$136.21 
PWR Quanta Services, Inc.
+0.2%
+$2.16 
QQQ Invesco QQQ Trust, Series 1
+0.16%
+$102.83 
GEV GE Vernova Inc.
+0.14%
+$9.4 
CMI Cummins Inc.
+0.14%
+$73 
EJAN Innovator Emerging Markets Power Buffer ETF - January
+0.14%
+$123.45 
DBRG DigitalBridge Group Inc. Class A Common Stock
+0.12%
+$0.04 
NJAN Innovator Growth-100 Power Buffer ETF - January
+0.12%
+$70 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.1%
+$30 
IEMG iShares Core MSCI Emerging Markets ETF
+0.1%
+$15.37 
NAPR Innovator Nasdaq-100 Power Buffer ETF - April
+0.1%
+$60 
RF Regions Financial Corp.
+0.05%
+$0.15 
EOCT Innovator Emerging Markets Power Buffer ETF - October
+0.05%
+$32.2 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$1.09 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$88.02 
BOXX Alpha Architect 1-3 Month Box ETF
+0.03%
+$68.41 
DFAE Dimensional Emerging Core Equity Market ETF
+0.03%
+$14.12 
ONTO Onto Innovation Inc.
+0.01%
+$0.05 
SLS SELLAS Life Sciences Group, Inc.
0%
$0 
WOLF Wolfspeed Inc.
0%
$0 
IBTH iShares iBonds Dec 2027 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 
CRDO Credo Technology Group Holding Ltd
-8.95%
-$72.8 
XERS Xeris Biopharma Holdings, Inc.
-5.89%
-$19.2 
ARVN Arvinas, Inc.
-5.83%
-$259.65 
DG Dollar General Corp.
-5.71%
-$39.73 
CRI Carter's Inc.
-4.23%
-$41.62 
NCLH Norwegian Cruise Line Holdings Ltd.
-4.21%
-$19.65 
AXP American Express Company
-3.9%
-$3,829.36 
NEM Newmont Corporation
-3.79%
-$43.2 
DAL Delta Air Lines, Inc.
-3.54%
-$14.05 
WSM Williams-Sonoma, Inc.
-3.52%
-$18.36 
UAL United Airlines Holdings, Inc.
-3.46%
-$17.65 
VKTX Viking Therapeutics, Inc.
-3.45%
-$445 
BEAM Beam Therapeutics Inc.
-3.42%
-$8.4 
PBF PBF Energy Inc. Class A Common Stock
-3.03%
-$285.6 
SRPT Sarepta Therapeutics, Inc.
-3.02%
-$4,125 
HUT Hut 8 Corp.
-2.97%
-$19 
HD The Home Depot, Inc.
-2.93%
-$2,896.18 
PEP PepsiCo, Inc.
-2.78%
-$829.9 
SYY Sysco Corp.
-2.75%
-$716.1 
ROST Ross Stores Inc.
-2.56%
-$1,212 
WDC Western Digital Corp.
-2.55%
-$45.2 
KMB Kimberly-Clark Corporation
-2.54%
-$570 
SYF Synchrony Financial
-2.44%
-$36.6 
CAT Caterpillar Inc.
-2.43%
-$3,751.47 
GE General Electric Company
-2.4%
-$28.2 
LLY Eli Lilly and Company
-2.38%
-$8,384.71 
FLNC Fluence Energy, Inc. Class A Common Stock
-2.37%
-$7.42 
PFG Principal Financial Group Inc.
-2.3%
-$12.65 
UBER Uber Technologies Inc.
-2.23%
-$1,232 
PG The Procter & Gamble Company
-2.23%
-$552.89 
RIOT Riot Platforms, Inc.
-2.17%
-$5.6 
GM General Motors Co.
-2.14%
-$24.75 
CRBP Corbus Pharmaceuticals Holdings, Inc.
-2.07%
-$42.7 
CB Chubb Limited
-1.97%
-$895.63 
BX Blackstone Inc.
-1.95%
-$1,617 
VMC Vulcan Materials Co.
-1.93%
-$518.5 
BABA Alibaba Group Holding Ltd. ADR
-1.89%
-$1,440 
CSX CSX Corporation
-1.82%
-$488.8 
CLNN Clene Inc.
-1.8%
-$154.35 
JNJ Johnson & Johnson
-1.77%
-$66.5 
DNLI Denali Therapeutics Inc.
-1.77%
-$3.3 
PH Parker-Hannifin Corporation
-1.77%
-$15.78 
RTX RTX Corporation
-1.75%
-$680 
MS Morgan Stanley Common Stock
-1.69%
-$15.5 
TXT Textron Inc.
-1.64%
-$6.4 
JPM JPMorgan Chase & Co.
-1.64%
-$6,143.72 
HLT Hilton Worldwide Holdings Inc.
-1.61%
-$11.54 
REGN Regeneron Pharmaceuticals, Inc.
-1.58%
-$12.96 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.55%
-$2,047 
MRK Merck & Co., Inc.
-1.53%
-$45 
C Citigroup Inc.
-1.53%
-$18.7 
CRSP CRISPR Therapeutics AG
-1.52%
-$11.4 
L Loews Corp.
-1.51%
-$8.6 
CRH CRH plc Ordinary Shares
-1.5%
-$6.5 
PSMT PriceSmart, Inc.
-1.5%
-$12.9 
KSS Kohl's Corporation Common Stock
-1.49%
-$7.4 
OTLY Oatly Group AB ADR
-1.49%
-$0.36 
WWD Woodward, Inc.
-1.48%
-$4.52 
URI United Rentals Inc.
-1.48%
-$16.44 
PFE Pfizer Inc.
-1.46%
-$463.69 
V Visa Inc. Class A
-1.46%
-$1,511.25 
ELAN Elanco Animal Health Incorporated
-1.37%
-$4.65 
AA Alcoa Corporation
-1.34%
-$2.6 
COST Costco Wholesale Corp
-1.34%
-$1,026.49 
ITW Illinois Tool Works Inc.
-1.34%
-$14.94 
AMGN Amgen Inc. Common Stock
-1.34%
-$17.94 
RDDT Reddit Inc. Class A Common Stock
-1.33%
-$748 
SBUX Starbucks Corp.
-1.31%
-$402 
WMT Walmart Inc.
-1.3%
-$1,096.2 
EVR Evercore Inc. Class A Common Stock
-1.29%
-$6.6 
WEC WEC Energy Group Inc.
-1.29%
-$427.72 
COIN Coinbase Global Inc. Class A Common Stock
-1.29%
-$7,131.81 
CVS CVS Health Corporation Common Stock
-1.27%
-$241 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-1.24%
-$12.24 
WAB Wabtec Corporation
-1.24%
-$89.05 
OPEN Opendoor Technologies Inc.
-1.24%
-$0.33 
GS The Goldman Sachs Group, Inc.
-1.21%
-$541 
RBLX Roblox Corp. Class A Common Stock
-1.21%
-$401.7 
SPLV Invesco S&P 500 Low Volatility ETF
-1.19%
-$3,184.7 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.17%
-$3,674.35 
TJX The TJX Companies, Inc.
-1.16%
-$692.55 
ECL Ecolab Inc.
-1.13%
-$330 
PCT PureCycle Technologies Inc.
-1.08%
-$60 
AMRX Amneal Pharmaceuticals, Inc.
-1.07%
-$4.4 
SAN Banco Santander, S.A. Sponsored ADR
-1.05%
-$135 
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
-1.04%
-$267.5 
SCHW The Charles Schwab Corporation
-1.02%
-$9.3 
WFC Wells Fargo & Company
-1%
-$505.47 
ACGL Arch Capital Group Ltd.
-0.98%
-$404 
SOFI SoFi Technologies, Inc.
-0.98%
-$108.75 
TMO Thermo Fisher Scientific Inc.
-0.97%
-$13.08 
BRK-B Berkshire Hathaway Inc.
-0.93%
-$543.56 
TD Toronto-Dominion Bank
-0.93%
-$9.28 
UNH UnitedHealth Group Inc.
-0.91%
-$2,705.51 
MMM 3M Company
-0.91%
-$238.5 
RWL Invesco S&P 500 Revenue ETF
-0.88%
-$633.6 
VIG Vanguard Dividend Appreciation ETF
-0.88%
-$587.52 
BAC Bank of America Corporation
-0.85%
-$461.54 
LLYVK Liberty Live Holdings, Inc.
-0.85%
-$4.3 
ARWR Arrowhead Pharmaceuticals, Inc.
-0.81%
-$1,222 
SPHQ Invesco S&P 500 Quality ETF
-0.79%
-$740.81 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.78%
-$2,451.75 
TKO TKO Group Holdings, Inc. Class A Common Stock
-0.78%
-$2.76 
INCY Incyte Corp.
-0.75%
-$4.41 
D Dominion Energy, Inc.
-0.74%
-$1,324.54 
EFG iShares MSCI EAFE Growth ETF
-0.74%
-$559.12 
QS QuantumScape Corporation
-0.72%
-$1.05 
JEPI JPMorgan Equity Premium Income ETF
-0.69%
-$6,443.51 
IWD iShares Russell 1000 Value ETF
-0.66%
-$622.44 
LYV Live Nation Entertainment, Inc.
-0.66%
-$5.75 
TTWO Take-Two Interactive Software, Inc.
-0.65%
-$2.7 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.65%
-$208.75 
XJR iShares ESG Select Screened S&P Small-Cap ETF
-0.63%
-$5,113.14 
ROKU Roku, Inc. Class A Common Stock
-0.62%
-$5 
IEFA iShares Core MSCI EAFE ETF
-0.62%
-$135.6 
EW Edwards Lifesciences Corporation
-0.62%
-$3,309.6 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$9.45 
IDXX IDEXX Laboratories, Inc.
-0.6%
-$3.41 
AAPL Apple Inc.
-0.6%
-$6,175.52 
SCHM Schwab U.S. Mid-Cap ETF
-0.59%
-$45.1 
USMV iShares MSCI USA Min Vol Factor ETF
-0.59%
-$1,166.32 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.59%
-$34.12 
VBR Vanguard Small-Cap Value ETF
-0.58%
-$675.39 
DIS The Walt Disney Company
-0.58%
-$132 
PNQI Invesco NASDAQ Internet ETF
-0.57%
-$597.6 
GOOGL Alphabet Inc
-0.56%
-$455 
VB Vanguard Small-Cap ETF
-0.54%
-$516.03 
VYMI Vanguard International High Dividend Yield ETF
-0.53%
-$1,421.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.5%
-$121.95 
XJH iShares ESG Select Screened S&P Mid-Cap ETF
-0.49%
-$3,798.24 
AWK American Water Works Company, Inc.
-0.47%
-$427.72 
EFV iShares MSCI EAFE Value ETF
-0.47%
-$346.12 
AMZN Amazon.com Inc
-0.47%
-$436.6 
GOOG Alphabet Inc
-0.47%
-$2,465.93 
DMXF iShares ESG Advanced MSCI EAFE ETF
-0.47%
-$16,591.71 
ESGV Vanguard ESG U.S. Stock ETF
-0.46%
-$25,133.75 
IWR iShares Russell Mid-Cap ETF
-0.46%
-$237.66 
CEG Constellation Energy Corporation
-0.46%
-$2.36 
IWV iShares Russell 3000 ETF
-0.46%
-$279.18 
VOO Vanguard S&P 500 ETF
-0.45%
-$1,703.47 
SPY State Street SPDR S&P 500 ETF Trust
-0.45%
-$225,696.86 
IVV iShares Core S&P 500 ETF
-0.45%
-$9,946.29 
CNC Centene Corp.
-0.45%
-$3.2 
VEA Vanguard FTSE Developed Markets ETF
-0.45%
-$1,639.59 
VTI Vanguard Total Stock Market ETF
-0.45%
-$83,435.02 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.45%
-$4.3 
GD General Dynamics Corp.
-0.44%
-$514.08 
RPG Invesco S&P 500 Pure Growth ETF
-0.43%
-$204.24 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.42%
-$14,304.82 
FITB Fifth Third Bancorp
-0.41%
-$309.98 
VV Vanguard Morningstar Large-Cap ETF
-0.41%
-$92.8 
IWM iShares Russell 2000 ETF
-0.39%
-$734.03 
VXUS Vanguard Total International Stock ETF
-0.39%
-$32,105.92 
SCHX Schwab U.S. Large-Cap ETF
-0.38%
-$296.36 
IJR iShares Core S&P Small-Cap ETF
-0.38%
-$55.65 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.38%
-$27.06 
XVV iShares ESG Select Screened S&P 500 ETF
-0.38%
-$14,877.94 
NEE NextEra Energy Inc.
-0.37%
-$60 
IRM Iron Mountain Inc.
-0.36%
-$61.6 
IXUS iShares Core MSCI Total International Stock ETF
-0.36%
-$16.17 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.35%
-$13.69 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.35%
-$75 
TLT iShares 20+ Year Treasury Bond ETF
-0.34%
-$24.2 
IVW iShares S&P 500 Growth ETF
-0.33%
-$637.2 
XYLD Global X S&P 500 Covered Call ETF
-0.33%
-$2,737.53 
IFEB Innovator International Developed Power Buffer ETF - February
-0.32%
-$95 
IJUN Innovator International Developed Power Buffer ETF - June
-0.32%
-$4,218.9 
VUG Vanguard Morningstar Growth ETF
-0.3%
-$2,908.1 
IAUG Innovator International Developed Power Buffer ETF - August
-0.29%
-$303.45 
MORN Morningstar Inc.
-0.29%
-$10.24 
EPAC Enerpac Tool Group Corp. Class A Common Stock
-0.27%
-$5.51 
DLR Digital Realty Trust Inc.
-0.25%
-$1.27 
HAS Hasbro Inc.
-0.25%
-$1.45 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.24%
-$88.92 
SNAP Snap Inc. Class A Common Stock
-0.24%
-$7.23 
TBJL Innovator 20+ Year Treasury Bond 9 Buffer ETF - July
-0.24%
-$562.5 
MPC Marathon Petroleum Corp.
-0.23%
-$5.35 
VXF Vanguard Extended Market ETF
-0.22%
-$14,262 
JOBY Joby Aviation, Inc.
-0.21%
-$0.3 
DDTF Innovator Equity Dual Directional 10 Buffer ETF - February
-0.21%
-$86.48 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.19%
-$1,676.71 
NVDA NVIDIA Corporation
-0.19%
-$1,064 
IBTQ iShares iBonds Dec 2035 Term Treasury ETF
-0.18%
-$2,732.18 
IWF iShares Russell 1000 Growth ETF
-0.17%
-$222.6 
PFF iShares Preferred and Income Securities ETF
-0.17%
-$1.95 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.17%
-$3,318.77 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.16%
-$119.7 
LH Labcorp Holdings Inc.
-0.14%
-$74.88 
RYLD Global X Russell 2000 Covered Call ETF
-0.13%
-$418.94 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.13%
-$90.24 
TJUL Innovator Equity Defined Protection ETF
-0.12%
-$804.75 
EMXF iShares ESG Advanced MSCI EM ETF
-0.11%
-$1,756.01 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.11%
-$4,653.44 
MRNA Moderna Inc.
-0.1%
-$28.56 
IBTK iShares iBonds Dec 2030 Term Treasury ETF
-0.1%
-$616.54 
TFC Truist Financial Corporation
-0.1%
-$35.75 
IBTP iShares iBonds Dec 2034 Term Treasury ETF
-0.1%
-$5,602.01 
IBTL iShares iBonds Dec 2031 Term Fund
-0.1%
-$438.72 
SWK Stanley Black & Decker Inc.
-0.1%
-$9.5 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.09%
-$5,879.78 
IQDF FlexShares International Quality Dividend Index Fund
-0.09%
-$156.87 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.08%
-$12.9 
IBTJ iShares iBonds Dec 2029 Term Treasury ETF
-0.07%
-$616.78 
JPIE JPMorgan Income ETF
-0.07%
-$233.19 
GEHC GE HealthCare Technologies Inc.
-0.05%
-$0.17 
PSX Phillips 66
-0.05%
-$0.26 
IBTI iShares iBonds Dec 2028 Term Treasury ETF
-0.04%
-$1,652.43 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$1.1 
IDV iShares International Select Dividend ETF
-0.02%
-$60.7 
DE Deere & Company
-0.02%
-$11.5 
ILMN Illumina Inc.
-0.02%
-$0.24 
ETN Eaton Corporation plc
-0.01%
-$0.2 
SQMX FT Vest U.S. Equity Quarterly Max Buffer ETF
-0.01%
-$10 Events
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Dividends
Dividend Analysis
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| Trades 1433 | Longs Won 957/1433 66% | Profit Factor 6.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $493,136.71 |
| Average Win $55,692.55 | Best Trade (Oct 21) $18.74M | Sharpe Ratio -11.13 |
| Average Loss -$18,623.39 | Worst Trade (Mar 31) -$969,396.3 | Z-Score 11.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2d | Expectancy $31,007 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.38% |
| Consecutive Losing Trades | 8,547 | 7,692 | 6,838 | 5,983 | 5,128 | 4,274 | 3,419 | 2,564 | 1,709 | 855 |
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Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 5 | $265.7 | $190.9 | - | -$74.8 | -28.15% | -1.344% |
| AAPL Apple Inc. | 2,969 | $700,322.6 | $1.03M | - | $327,367.06 | 46.75% | -0.597% |
| ABBV AbbVie Inc. | 12 | $2,778.48 | $3,429.9 | - | $651.42 | 23.45% | +0.223% |
| ABT Abbott Laboratories | 250 | $28,502.5 | $25,812.5 | - | -$2,690 | -9.44% | +0.722% |
| ACGL Arch Capital Group Ltd. | 400 | $44,752 | $40,672 | - | -$4,080 | -9.12% | -0.984% |
| ADI Analog Devices, Inc. | 100 | $23,017 | $38,932.77 | - | $15,915.77 | 69.15% | +0.925% |
| ADPT Adaptive Biotechnologies Corporation Common Stock | 3.75 | $243.6 | $94.84 | - | -$148.76 | -61.07% | +3.605% |
| ALNY Alnylam Pharmaceuticals, Inc. | 1 | $397.65 | $227.84 | - | -$169.81 | -42.7% | +0.246% |
| AMAT Applied Materials Inc. | 250 | $50,512.5 | $95,040 | - | $44,527.5 | 88.15% | +1.219% |
| AMD Advanced Micro Devices Inc. | 65 | $13,920.4 | $33,491.25 | - | $19,570.85 | 140.59% | +1.441% |
| AME AMETEK, Inc. | 123 | $17,875.59 | $29,542.75 | - | $11,667.16 | 65.27% | +0.572% |
| AMGN Amgen Inc. Common Stock | 3 | $981.93 | $1,323.9 | - | $341.97 | 34.83% | -1.337% |
| AMRX Amneal Pharmaceuticals, Inc. | 20 | $252 | $405.2 | - | $153.2 | 60.79% | -1.074% |
| AMZN Amazon.com Inc | 370 | $75,826.83 | $92,204 | - | $16,377.17 | 21.6% | -0.471% |
| ANET Arista Networks Inc. | 5 | $655.15 | $864.85 | - | $209.7 | 32.01% | +1.111% |
| APA APA Corporation | 10 | $244.6 | $516.8 | - | $272.2 | 111.28% | +4.531% |
| APH Amphenol Corp. Class A Common Stock | 112 | $2,765.06 | $8,305.92 | - | $5,540.86 | 200.39% | +1.492% |
| ARVN Arvinas, Inc. | 577 | $14,211.51 | $4,194.79 | - | -$10,016.72 | -70.48% | -5.829% |
| ARWR Arrowhead Pharmaceuticals, Inc. | 2,600 | $50,362 | $150,514 | - | $100,152 | 198.86% | -0.805% |
| ASML ASML Holding N.V. NY Registered Shares | 117 | $134,205.81 | $184,068.49 | - | $49,862.68 | 37.15% | +0.813% |
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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: State Street SPDR S&P 500 ETF Trust - $4.69M, State Street Energy Select Sector SPDR ETF - $2.67M, Vanguard Total Stock Market ETF - $1.12M, Sandisk Corp - $505,014.8, and Vanguard ESG U.S. Stock ETF - $493,523.13. 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 Morningstar Growth ETF - $954,360.52, Edwards Lifesciences Corporation - $254,709.65, Vanguard Short-Term Treasury ETF - $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 $11.5M earned over time. The largest contributors to dividend income include State Street SPDR S&P 500 ETF Trust - $2.67M, Vanguard Total International Stock ETF - $917,084.38, Vanguard Total Stock Market ETF - $914,468.31, State Street Energy Select Sector SPDR ETF - $684,302.14, and iShares ESG Aware U.S. Aggregate Bond ETF - $531,411.56. 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.
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