Drew Hartman Portfolio

Invests via Warther Private Wealth LLC | Managed by Kyle Patrick Mulligan, Warther Private Wealth LLC

Invests via Warther Private Wealth LLC

Managed by Kyle Patrick Mulligan, Warther Private Wealth LLC

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:06 PM

Drew Hartman Profile

Drew Hartman has built a notable career as an investor-operator, leveraging his expertise to foster growth across multiple sectors. His background in technology startups equips him with the insight needed to identify emerging trends and capitalise on innovative opportunities. Previously leading strategic initiatives at various firms, he combines operational prowess with investment acumen to enhance portfolio performance. With a keen focus on fostering entrepreneurship, Hartman's engagement extends beyond mere investments; he is also active in mentoring next-generation business leaders. This unique blend of skills not only marks his relevance in today’s competitive landscape but also positions him as a key player for those navigating the crossroads of innovation and investment.

Investment Philosophy & Strategy

Innovation drives strategic initiatives in Drew Hartman's investment approach, emphasizing a keen ability to spot high-potential startups that are shaping future landscapes. Leveraging his operational experience, he assesses companies not only on their financial metrics but also on their transformative potential within the technology sector. The emphasis on mentoring young entrepreneurs reflects a commitment to cultivating ecosystems that foster breakthrough ideas and scalable solutions. By integrating hands-on involvement with ventures, this investor-operator champions sustainable growth while navigating the complexities of evolving markets.

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:

43.36%

Gain +0.22%

Monthly

0.7%

Yearly

8.79%

Drawdown

17.85%

$465.18M

Equity

Holdings

$465.18M

Investment

$417.17M

$157.36M

Profit +$1M

Realized

$109.34M

Unrealized

$48.01M

Dividends

$12.4M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.22%

Profit

$1M

Win %

65%

This Week

Compared To Last Week

Gain

-1.44%

Profit

-$6.78M

Win %

65%

This Month

Compared to last month

Gain

-1.31%

Profit

-$6.19M

Win %

65%

This Year

Compared to last year

Gain

-4.94%

Profit

-$13.7M

Win %

73%

Gainers
Losers

CMG Chipotle Mexican Grill, Inc.

+3.12%

+$515,031.08

SCHW Charles Schwab Corporation

+2.73%

+$520,791.26

AMAT Applied Materials, Inc.

+2.64%

+$14,639.22

AXP American Express Company

+2.18%

+$20,245.38

EL The Estée Lauder Companies Inc. Class A

+1.86%

+$272,431.88

CAT Caterpillar Inc.

+1.49%

+$13,343.33

SPGI S&P Global Inc.

+1.36%

+$108,485.4

FISV Fiserv, Inc.

+1.36%

+$194,202

VST Vistra Corp

+1.13%

+$4,166.6

V Visa Inc. Class A

+1.05%

+$6,680.02

FTNT Fortinet Inc.

+0.85%

+$272,709.48

NU Nu Holdings Ltd.

+0.74%

+$133,292.61

UNH UnitedHealth Group Incorporated

+0.71%

+$341,124.82

BRK-B Berkshire Hathaway Inc.

+0.69%

+$1,943.01

COST Costco Wholesale Corporation

+0.68%

+$3,782.88

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+0.64%

+$143,403.53

IVV iShares Core S&P 500 ETF

+0.58%

+$2,150.01

VOO Vanguard S&P 500 ETF

+0.58%

+$8,194.09

GOOGL Alphabet Inc

+0.53%

+$119,361.63

GOOG Alphabet Inc

+0.45%

+$6,116.76

BN Brookfield Corporation

+0.4%

+$35,928

MRSH Marsh & McLennan Companies, Inc.

+0.32%

+$1,420.4

XOM Exxon Mobil Corporation

+0.29%

+$74,416.17

VUG Vanguard Growth ETF

+0.22%

+$1,427.28

NVDA NVIDIA Corporation

+0.14%

+$5,223.3

EXPE Expedia Group, Inc.

+0.1%

+$8,804.4

MSFT Microsoft Corp.

+0.1%

+$2,521.6

BABA Alibaba Group Holding Limited SP ADR

+0.08%

+$21,787.74

EQT

LLY Eli Lilly and Company

-2.41%

-$345,937.15

ASML ASML Holding N.V. New York Registry Shares

-1.89%

-$386,355.29

AAPL Apple Inc.

-1.52%

-$85,743

MELI MercadoLibre, Inc.

-1.27%

-$234,763.2

AMZN Amazon.com Inc

-1.23%

-$200,770.88

NFLX Netflix, Inc.

-1.14%

-$153,078

UBER Uber Technologies, Inc.

-1.01%

-$178,372.6

AVGO Broadcom Inc.

-0.94%

-$130,899.56

FICO Fair Isaac Corporation

-0.57%

-$116,107.7

ISRG Intuitive Surgical, Inc.

-0.45%

-$1,847.36

NVO Novo Nordisk A/S Sponsored ADR

-0.17%

-$38,961

Events

Dividends

Dividend Analysis

No Data

Trades 1378	Longs Won 771/1378 55%	Profit Factor 2.88
Profitability	Shorts Won 0/0 0%	Standard Deviation $885,442.66
Average Win $312,762.93	Best Trade (Jun 11) $13.25M	Sharpe Ratio -9.31
Average Loss -$138,030.33	Worst Trade (Jun 11) -$12.53M	Z-Score -3.59 (100%)
Commissions $0	Avg. Trade Length 1y 3m 2w 1d	Expectancy $114,191.45

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	3,367	3,030	2,694	2,357	2,020	1,684	1,347	1,010	673	337