Andrew Lewis

Andrew Lewis Portfolio

Invests via Genesis Private Wealth LLC | Managed by Andrew Lewis
Invests via Genesis Private Wealth LLC
Managed by Andrew Lewis
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Andrew Lewis Profile

With a career marked by substantial leadership in technology startups, Andrew Lewis stands out as an accomplished entrepreneur and innovator. He has co-founded several ventures that have significantly contributed to advancements in digital solutions and platform development. His deep understanding of market dynamics positions him effectively within the venture capital landscape, allowing him to bridge gaps between emerging technologies and investment opportunities. Beyond founding roles, he frequently collaborates with seasoned investors and advisory boards to refine growth strategies for burgeoning enterprises. With a commitment to driving technological advancement through practical applications, his endeavors continue to attract interest from both strategic partners and potential investors.

With a career marked by substantial leadership in technology startups, Andrew Lewis stands out as an accomplished entrepreneur and innovator. He has co-founded several ventures that have significantly contributed to advancements in digital solutions and platform development. His deep understanding of market dynamics positions him effectively within the venture capital landscape, allowing him to bridge gaps between emerging technologies and investment opportunities. Beyond founding roles, he frequently collaborates with seasoned investors and advisory boards to refine growth strategies for burgeoning enterprises. With a commitment to driving technological advancement through practical applications, his endeavors continue to attract interest from both strategic partners and potential investors.

Investment Philosophy & Strategy

Andrew Lewis approaches investing with a strong emphasis on technology-driven transformation. His extensive experience in launching startups enables him to identify trends that can reshape industries and drive significant growth. By focusing on innovation, he actively seeks out opportunities within digital solutions that not only demonstrate scalability but also possess a competitive edge in their respective markets. Furthermore, leveraging his background in operational strategy, he emphasizes collaboration with other entrepreneurs and investors to create synergies that enhance value creation. This entrepreneurial lens informs his strategic decisions as he navigates the ever-evolving venture capital ecosystem.

Andrew Lewis approaches investing with a strong emphasis on technology-driven transformation. His extensive experience in launching startups enables him to identify trends that can reshape industries and drive significant growth. By focusing on innovation, he actively seeks out opportunities within digital solutions that not only demonstrate scalability but also possess a competitive edge in their respective markets. Furthermore, leveraging his background in operational strategy, he emphasizes collaboration with other entrepreneurs and investors to create synergies that enhance value creation. This entrepreneurial lens informs his strategic decisions as he navigates the ever-evolving venture capital ecosystem.

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:
23.75%
Gain -0.55%
Monthly
1.05%
Yearly
13.32%
Drawdown
11.97%
$353.89M
Equity
Holdings
$353.89M
Investment
$310.96M
$45.25M
Profit -$1.37M
Realized
$2.32M
Unrealized
$42.92M
Dividends
$8.85M

Goals

Avg. 49.5% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
99%
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$1.37M
Win %
63%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$1.37M
Win %
63%
This Month
Compared to last month
Gain
-1.29%
Profit
-$4.64M
Win %
63%
This Year
Compared to last year
Gain
-0.16%
Profit
-$558,800.75
Win %
67%
Spotify Technology S.A. logo
SPOT Spotify Technology S.A.
+6.67%
+$19,364.16
Shopify Inc. logo
SHOP Shopify Inc.
+4.13%
+$9,905.84
British American Tobacco p.l.c. ADR logo
BTI British American Tobacco p.l.c. ADR
+3.78%
+$17,568.54
The Cigna Group logo
CI The Cigna Group
+3.39%
+$14,575.1
McKesson Corporation logo
MCK McKesson Corporation
+3.23%
+$9,349.64
Medtronic plc logo
MDT Medtronic plc
+3.21%
+$14,770.31
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
+3.12%
+$10,241
Alphabet Inc logo
GOOGL Alphabet Inc
+3.08%
+$69,300.72
Alphabet Inc logo
GOOG Alphabet Inc
+2.97%
+$29,740.52
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+2.91%
+$29,657.2
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
+2.69%
+$6,974.69
Caci International Inc. logo
CACI Caci International Inc.
+2.44%
+$6,761.36
Jack Henry & Associates, Inc. logo
JKHY Jack Henry & Associates, Inc.
+2.41%
+$6,111
Paychex Inc. logo
PAYX Paychex Inc.
+2.4%
+$9,096.16
Microsoft Corp. logo
MSFT Microsoft Corp.
+2.27%
+$61,437.47
Aon plc logo
AON Aon plc
+2.26%
+$6,338.24
AstraZeneca PLC American Depositary Shares logo
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$5,120.64
Eli Lilly and Company logo
LLY Eli Lilly and Company
+2.04%
+$13,279.53
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
+1.86%
+$8,981.88
Marsh & McLennan Companies, Inc. logo
MRSH Marsh & McLennan Companies, Inc.
+1.78%
+$3,886.96
AbbVie Inc. logo
ABBV AbbVie Inc.
+1.73%
+$9,874.56
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+1.7%
+$10,487.89
Monster Beverage Corporation logo
MNST Monster Beverage Corporation
+1.67%
+$5,373.76
Marriott International Inc. - Class A logo
MAR Marriott International Inc. - Class A
+1.64%
+$3,072.38
Trimble Inc. logo
TRMB Trimble Inc.
+1.62%
+$3,835.38
Sanofi American Depositary Receipt logo
SNY Sanofi American Depositary Receipt
+1.57%
+$5,121.48
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
+1.54%
+$3,837.2
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
+1.49%
+$4,254.36
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+1.4%
+$5,455.64
Progressive Corporation logo
PGR Progressive Corporation
+1.4%
+$4,295.52
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
+1.32%
+$2,537.59
Amgen Inc. logo
AMGN Amgen Inc.
+1.18%
+$4,636.89
CVS Health Corporation logo
CVS CVS Health Corporation
+1.09%
+$2,992.15
Visa Inc. Class A logo
V Visa Inc. Class A
+1.05%
+$4,570.63
W.R. Berkley Corporation logo
WRB W.R. Berkley Corporation
+0.94%
+$3,243.9
American Express Company logo
AXP American Express Company
+0.89%
+$2,445.12
Abbott Laboratories logo
ABT Abbott Laboratories
+0.87%
+$2,658.43
Chubb Limited logo
CB Chubb Limited
+0.85%
+$2,569.21
Markel Group Inc. logo
MKL Markel Group Inc.
+0.77%
+$1,713.06
TC Energy Corporation logo
TRP TC Energy Corporation
+0.72%
+$1,689.6
JPMorgan U.S. Tech Leaders ETF logo
JTEK JPMorgan U.S. Tech Leaders ETF
+0.63%
+$25,266.15
iShares MSCI USA Min Vol Factor ETF logo
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$4,983.12
Invesco S&P 500 GARP ETF logo
SPGP Invesco S&P 500 GARP ETF
+0.62%
+$15,944.9
SPDR S&P Dividend ETF logo
SDY SPDR S&P Dividend ETF
+0.62%
+$3,345.3
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.61%
+$5,653.64
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.58%
+$2,492.39
First Trust Morningstar Dividend Leaders Index Fund logo
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.55%
+$34,748.91
Apple Inc. logo
AAPL Apple Inc.
+0.54%
+$13,743.7
iShares Core High Dividend ETF logo
HDV iShares Core High Dividend ETF
+0.46%
+$5,357.48
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+0.44%
+$1,217.18
Amcor plc logo
AMCR Amcor plc
+0.42%
+$990.9
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
+0.38%
+$1,999.16
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.18%
+$577.51
Dominion Energy, Inc. logo
D Dominion Energy, Inc.
+0.15%
+$372.59
Lennox International Inc. logo
LII Lennox International Inc.
+0.12%
+$193.37
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$5,622
SPDR Bloomberg Investment Grade Floating Rate ETF logo
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.08%
+$167.95
Nasdaq, Inc. logo
NDAQ Nasdaq, Inc.
+0.06%
+$170.37
Pfizer Inc. logo
PFE Pfizer Inc.
+0.05%
+$176.41
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+0.04%
+$162.45
Aramark logo
ARMK Aramark
+0.04%
+$95.25
SPDR Portfolio Short Term Treasury ETF logo
SPTS SPDR Portfolio Short Term Treasury ETF
+0.03%
+$712.32
JPMorgan Ultra-Short Municipal Income Fund logo
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$180.78
PGIM Ultra Short Bond ETF logo
PULS PGIM Ultra Short Bond ETF
+0.03%
+$807.25
Enbridge Inc. Preferred Stock 2.983% Perpetual logo
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Janus Henderson Mortgage-Backed Securities ETF logo
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0
GE Vernova Inc. logo
GEV GE Vernova Inc.
-8.66%
-$35,066.71
Eaton Corporation plc logo
ETN Eaton Corporation plc
-7.5%
-$20,958.3
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$58,970.03
KLA Corporation logo
KLAC KLA Corporation
-6.58%
-$40,629.6
Amphenol Corporation logo
APH Amphenol Corporation
-5.64%
-$44,443.08
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
-5.55%
-$25,827.48
Bank of America Corporation logo
BAC Bank of America Corporation
-5.3%
-$21,053.9
Broadcom Inc. logo
AVGO Broadcom Inc.
-4.79%
-$76,034.76
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-4.76%
-$21,564.4
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
-4.53%
-$9,672.6
Caterpillar Inc. logo
CAT Caterpillar Inc.
-4.15%
-$14,853.63
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-3.97%
-$11,162.98
Cadence Design Systems, Inc. logo
CDNS Cadence Design Systems, Inc.
-3.49%
-$5,641.38
Morgan Stanley logo
MS Morgan Stanley
-3.4%
-$9,491.58
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
-3.17%
-$8,211.92
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-2.85%
-$112,431.87
Burlington Stores Inc. logo
BURL Burlington Stores Inc.
-2.64%
-$4,284.96
National Grid plc Sponsored ADR logo
NGG National Grid plc Sponsored ADR
-2.42%
-$5,663.7
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$148,100.04
First Trust RBA American Industrial Renaissance ETF logo
AIRR First Trust RBA American Industrial Renaissance ETF
-2.3%
-$100,165.27
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
-2.23%
-$5,840.09
Carlisle Companies Inc. logo
CSL Carlisle Companies Inc.
-2.09%
-$4,864.86
General Electric Company logo
GE General Electric Company
-1.98%
-$8,185.5
Texas Instruments Inc logo
TXN Texas Instruments Inc
-1.96%
-$5,233.99
Wells Fargo & Company logo
WFC Wells Fargo & Company
-1.94%
-$9,745.75
Nordson Corporation logo
NDSN Nordson Corporation
-1.81%
-$5,183.59
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-1.72%
-$15,000.04
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-1.65%
-$4,330.85
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$15,464.88
Citigroup Inc. logo
C Citigroup Inc.
-1.47%
-$3,294.62
Simpson Manufacturing Co., Inc. logo
SSD Simpson Manufacturing Co., Inc.
-1.46%
-$2,893.06
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
-1.4%
-$3,221.16
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.35%
-$154,048.41
Banco Santander S.A. Sponsored ADR logo
SAN Banco Santander S.A. Sponsored ADR
-1.34%
-$2,336.4
SPDR Gold MiniShares Trust logo
GLDM SPDR Gold MiniShares Trust
-1.33%
-$4,524.66
RTX Corporation logo
RTX RTX Corporation
-1.32%
-$6,922.01
iShares Gold Trust logo
IAU iShares Gold Trust
-1.29%
-$5,135.74
BlackRock, Inc. logo
BLK BlackRock, Inc.
-1.28%
-$4,812.84
Amazon.com Inc logo
AMZN Amazon.com Inc
-1.22%
-$25,961.52
iShares S&P Mid-Cap 400 Growth ETF logo
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$20,790.56
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$15,087.48
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$5,170.1
Teledyne Technologies Incorporated logo
TDY Teledyne Technologies Incorporated
-1.13%
-$2,145.15
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$72,818.87
Interactive Brokers Group Inc. logo
IBKR Interactive Brokers Group Inc.
-1.1%
-$2,381.58
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
-1.1%
-$95,494.26
FirstEnergy Corp. logo
FE FirstEnergy Corp.
-0.98%
-$3,229.2
Chevron Corporation logo
CVX Chevron Corporation
-0.94%
-$4,488.33
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
-0.87%
-$1,988
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-0.85%
-$5,116.3
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$31,019.22
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$2,537.86
Harbor Commodity All-Weather Fund logo
HGER Harbor Commodity All-Weather Fund
-0.78%
-$13,072.92
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
-0.77%
-$3,316.97
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
-0.73%
-$1,566.04
TotalEnergies SE logo
TTE TotalEnergies SE
-0.69%
-$3,989.79
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$51,923.86
ConocoPhillips logo
COP ConocoPhillips
-0.66%
-$2,309.61
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
-0.65%
-$102,189.6
Linde plc logo
LIN Linde plc
-0.62%
-$2,189.81
Capital One Financial Corporation logo
COF Capital One Financial Corporation
-0.6%
-$1,930.32
Prologis Inc. logo
PLD Prologis Inc.
-0.57%
-$3,294.83
JPMorgan International Research Enhanced Equity ETF logo
JIRE JPMorgan International Research Enhanced Equity ETF
-0.55%
-$1,293.98
Capital Group Dividend Value ETF logo
CGDV Capital Group Dividend Value ETF
-0.55%
-$28,264.95
Pool Corporation logo
POOL Pool Corporation
-0.54%
-$1,007.19
First Trust Rising Dividend Achievers ETF logo
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$50,761.93
Vanguard Mid-Cap Growth ETF logo
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$35,660.98
Fidelity Enhanced International ETF logo
FENI Fidelity Enhanced International ETF
-0.53%
-$1,107.89
iShares MSCI International Quality Factor ETF logo
IQLT iShares MSCI International Quality Factor ETF
-0.51%
-$1,339.52
American Tower Corporation logo
AMT American Tower Corporation
-0.49%
-$1,460.8
Fidelity Enhanced Mid Cap ETF logo
FMDE Fidelity Enhanced Mid Cap ETF
-0.49%
-$11,245.68
iShares S&P Mid-Cap 400 Value ETF logo
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$6,629.27
Vanguard Small-Cap Growth ETF logo
VBK Vanguard Small-Cap Growth ETF
-0.47%
-$3,084.73
Vanguard Value ETF logo
VTV Vanguard Value ETF
-0.46%
-$2,929.32
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.45%
-$1,881.06
First Trust SMID Cap Rising Dividend Achievers ETF logo
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.43%
-$17,529.49
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
-0.43%
-$24,986.85
The Southern Company logo
SO The Southern Company
-0.43%
-$1,199.25
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
-0.39%
-$898.72
Vanguard Mid-Cap Value ETF logo
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$25,538.8
U.S. Bancorp logo
USB U.S. Bancorp
-0.37%
-$1,895.51
Columbia Multi-Sector Municipal Income ETF logo
MUST Columbia Multi-Sector Municipal Income ETF
-0.37%
-$10,309.21
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$28,505.23
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$4,384.44
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-0.34%
-$2,262.64
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$798.18
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.32%
-$60,315.59
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.32%
-$718.9
Capital Group Growth ETF logo
CGGR Capital Group Growth ETF
-0.3%
-$34,072.04
iShares S&P Small-Cap 600 Value ETF logo
IJS iShares S&P Small-Cap 600 Value ETF
-0.29%
-$1,176.24
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF logo
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.27%
-$8,874.47
First Trust Global Tactical Commodity Strategy Fund logo
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.24%
-$874.8
Boeing Company logo
BA Boeing Company
-0.23%
-$751.17
JPMorgan Hedged Equity Laddered Overlay ETF logo
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.22%
-$653.1
Mondelez International, Inc. logo
MDLZ Mondelez International, Inc.
-0.2%
-$508.5
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.19%
-$845.86
Vanguard Russell 2000 ETF logo
VTWO Vanguard Russell 2000 ETF
-0.18%
-$1,416.45
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF logo
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.18%
-$3,465.32
Saia, Inc. logo
SAIA Saia, Inc.
-0.16%
-$317.59
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
-0.16%
-$1,336.97
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund logo
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$7,588.02
iShares J.P. Morgan USD Emerging Markets Bond ETF logo
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$1,712.55
Vanguard Total International Bond ETF logo
BNDX Vanguard Total International Bond ETF
-0.09%
-$2,180.68
iShares Broad USD High Yield Corporate Bond ETF logo
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$1,662.69
AB International Low Volatility Equity ETF logo
ILOW AB International Low Volatility Equity ETF
-0.06%
-$1,231.44
Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) logo
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$4,395.56
First Trust Low Duration Opportunities ETF logo
LMBS First Trust Low Duration Opportunities ETF
-0.06%
-$4,074.21
Vanguard Short-Term Tax-Exempt Bond ETF logo
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.06%
-$2,022.36
Capital Group Municipal Income ETF logo
CGMU Capital Group Municipal Income ETF
-0.06%
-$457.19
Vanguard Mortgage-Backed Securities Fund logo
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$520.67
Vanguard International Tax-Exempt Bond Fund logo
VTEI Vanguard International Tax-Exempt Bond Fund
-0.05%
-$790.65
JPMorgan Municipal Bond ETF logo
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$174.62
John Hancock Preferred Income ETF logo
JHPI John Hancock Preferred Income ETF
-0.04%
-$120
Vanguard Intermediate-Term Treasury Fund logo
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$1,697.17
PGIM Total Return Bond ETF logo
PTRB PGIM Total Return Bond ETF
-0.04%
-$3,476.82
iShares Core Universal USD Bond ETF logo
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$1,262.17
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
-0.03%
-$5,051.44
First Trust Short Duration Managed Municipal ETF logo
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$398.23
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$961.26
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
-0.02%
-$192.63
Eaton Vance Short Duration Municipal Opportunities Fund logo
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.02%
-$128.52
Convergence Long/Short Equity Fund logo
CLSE Convergence Long/Short Equity Fund
-0.01%
-$343.32
Fidelity Total Bond ETF logo
FBND Fidelity Total Bond ETF
-0.01%
-$1,644.3
Vanguard Tax-Exempt Bond ETF logo
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$848.97
Vanguard Short-Term Bond ETF logo
BSV Vanguard Short-Term Bond ETF
-0.01%
-$18.16
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Dividends

Dividend Analysis

Yearly
$
Trades
1127
Longs Won
736/1127 65%
Profit Factor
8.5
Profitability
Shorts Won
0/0 0%
Standard Deviation
$241,905.74
Average Win
$69,674.39
Best Trade
(Aug 25) $4.92M
Sharpe Ratio
-10.74
Average Loss
-$15,427.02
Worst Trade
(Aug 03) -$464,350.12
Z-Score
5.31 (100%)
Commissions
$0
Avg. Trade Length
9m 3w 4d
Expectancy
$40,149.41
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 22,727 20,455 18,182 15,909 13,636 11,364 9,091 6,818 4,545 2,273
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Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
7,678 $1.93M $2.56M - $631,255.12 32.65%
+0.539%
AbbVie Inc. logo
ABBV AbbVie Inc.
2,224 $423,756.51 $581,709.44 - $157,952.93 37.27%
+1.727%
Abbott Laboratories logo
ABT Abbott Laboratories
2,987 $334,391.58 $307,183.08 - -$27,208.5 -8.14%
+0.873%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
564 $224,004 $203,959.32 - -$20,044.68 -8.95%
-4.528%
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
1,225 $274,339 $338,859.5 - $64,520.5 23.52%
+3.116%
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
48,063 $4.8M $4.61M - -$188,362.29 -3.92%
-0.021%
First Trust RBA American Industrial Renaissance ETF logo
AIRR First Trust RBA American Industrial Renaissance ETF
40,635 $3.23M $4.26M - $1.03M 31.71%
-2.298%
Amcor plc logo
AMCR Amcor plc
5,505 $218,823.75 $233,962.5 - $15,138.75 6.92%
+0.425%
Amgen Inc. logo
AMGN Amgen Inc.
1,042 $325,285.02 $397,835.6 - $72,550.58 22.3%
+1.179%
American Tower Corporation logo
AMT American Tower Corporation
1,660 $286,482.46 $293,770.2 - $7,287.74 2.54%
-0.495%
Amazon.com Inc logo
AMZN Amazon.com Inc
8,268 $1.8M $2.1M - $296,091.84 16.44%
-1.223%
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
2,331 $327,227.45 $439,416.81 - $112,189.36 34.28%
-5.551%
Aon plc logo
AON Aon plc
928 $323,595.31 $287,234.56 - -$36,360.75 -11.24%
+2.256%
Amphenol Corporation logo
APH Amphenol Corporation
9,396 $183,916.45 $744,069.24 - $560,152.79 304.57%
-5.636%
Aramark logo
ARMK Aramark
3,810 $216,789 $223,170.75 - $6,381.75 2.94%
+0.043%
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
500 $417,610.84 $790,180 - $372,569.16 89.21%
-6.945%
Broadcom Inc. logo
AVGO Broadcom Inc.
4,390 $1.15M $1.51M - $360,879.62 31.32%
-4.785%
American Express Company logo
AXP American Express Company
849 $311,455.9 $278,106.93 - -$33,348.97 -10.71%
+0.887%
AstraZeneca PLC American Depositary Shares logo
AZN AstraZeneca PLC American Depositary Shares
1,524 $298,952.46 $249,219.72 - -$49,732.74 -16.64%
+2.098%
Boeing Company logo
BA Boeing Company
1,533 $267,939.16 $321,868.68 - $53,929.52 20.13%
-0.233%
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FAQ
Which stocks have generated the highest profits for Andrew Lewis?
The largest contributions to the portfolio's profits come from the following stocks: Fidelity Total Bond ETF - $1.03M, PGIM Total Return Bond ETF - $679,323.32, iShares Russell 1000 Value ETF - $468,703.2, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $421,866.37, and Vanguard Tax-Exempt Bond ETF - $404,300.61. 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: Tesla, Inc - $206,617.72, KKR & Co. Inc - $179,308.49, Godaddy Inc - $90,213.92, AppLovin Corporation Class A Common Stock - $88,538, and Fiserv, Inc - $84,299.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Lewis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.85M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $1.03M, PGIM Total Return Bond ETF - $679,273.82, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $421,866.37, Vanguard Tax-Exempt Bond ETF - $404,300.61, and Janus Henderson Mortgage-Backed Securities ETF - $380,551.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Lewis's monthly returns?
Andrew Lewis's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Andrew Lewis's strategy be considered aggressive or moderate?
Andrew Lewis'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 Lewis's strategy?
Andrew Lewis's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
Account USV