G. Andrew Quinn Portfolio
Invests via AJ Advisors LLC | Managed by G. Andrew Quinn, John Stauffer
Invests via AJ Advisors LLC
Managed by G. Andrew Quinn, John Stauffer
Automatically Tracked
G. Andrew Quinn Profile
With extensive experience in corporate finance and investment management, G. Andrew Quinn has carved a niche in the financial sector as a dynamic operating executive. He brings a proven track record of transforming organizations through strategic leadership and operational enhancements. His expertise encompasses driving growth initiatives within various sectors, positioning companies for enhanced profitability and market penetration. A well-respected figure among peers, he frequently collaborates with cross-functional teams to identify lucrative opportunities that fuel innovation and expansion. By fostering strong stakeholder relationships, Quinn plays a critical role in enhancing firm value amidst evolving economic landscapes.
With extensive experience in corporate finance and investment management, G. Andrew Quinn has carved a niche in the financial sector as a dynamic operating executive. He brings a proven track record of transforming organizations through strategic leadership and operational enhancements. His expertise encompasses driving growth initiatives within various sectors, positioning companies for enhanced profitability and market penetration. A well-respected figure among peers, he frequently collaborates with cross-functional teams to identify lucrative opportunities that fuel innovation and expansion. By fostering strong stakeholder relationships, Quinn plays a critical role in enhancing firm value amidst evolving economic landscapes.
Investment Philosophy & Strategy
Through a lens of operational focus, G. Andrew Quinn leverages his extensive expertise to identify compelling investment opportunities within diverse industries. His approach centers on integrating strategic leadership with rigorous analysis, enabling targeted initiatives that drive substantial growth and performance improvements. In navigating complex market landscapes, he emphasizes innovation while forging collaborative partnerships that enhance competitive positioning. With an emphasis on transformation, decisions reflect a commitment to maximizing stakeholder value and ensuring sustainable advancement in rapidly changing environments.
Through a lens of operational focus, G. Andrew Quinn leverages his extensive expertise to identify compelling investment opportunities within diverse industries. His approach centers on integrating strategic leadership with rigorous analysis, enabling targeted initiatives that drive substantial growth and performance improvements. In navigating complex market landscapes, he emphasizes innovation while forging collaborative partnerships that enhance competitive positioning. With an emphasis on transformation, decisions reflect a commitment to maximizing stakeholder value and ensuring sustainable advancement in rapidly changing environments.
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:
71.77%
Gain +2.21%
Monthly
1.53%
Yearly
19.98%
Drawdown
18.17%
$324.23M
Equity
Holdings
$324.23M
Investment
$221.08M
$108.44M
Profit +$4.3M
Realized
$5.29M
Unrealized
$103.15M
Dividends
$13.62M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.21%
Profit
$4.3M
Win %
83%
This Week
Compared To Last Week
Gain
2.08%
Profit
$6.6M
Win %
83%
This Month
Compared to last month
Gain
2.08%
Profit
$6.6M
Win %
83%
This Year
Compared to last year
Gain
0.74%
Profit
$2.4M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$122,960.61 
GOOGL Alphabet Inc
+6.73%
+$82,689.6 
MSFT Microsoft Corp.
+3.02%
+$34,322.37 
NVDA NVIDIA Corporation
+2.93%
+$13,578.4 
HCA HCA Healthcare Inc.
+1.72%
+$7,309.99 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$9,718.85 
VOO Vanguard S&P 500 ETF
+0.71%
+$542,788.71 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,889.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,805.45 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$244,945.92 
PG Procter & Gamble Co
+0.37%
+$840.58 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,616.34 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$52,405.18 
SMH VanEck Semiconductor ETF
+0.3%
+$38,228.62 
JPM JPMorgan Chase & Co.
+0.27%
+$4,496.96 
YLD Principal Active High Yield ETF
+0.02%
+$233.82 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
LPRO Open Lending Corporation
0%
$0 
AAPL Apple Inc.
-7.35%
-$126,449.64 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,690.55 
IGRO iShares International Dividend Growth ETF
-0.91%
-$388,536.12 
MA Mastercard Incorporated
-0.74%
-$2,256.75 
BLK BlackRock, Inc.
-0.73%
-$3,862.32 
PTRB PGIM Total Return Bond ETF
-0.61%
-$47,311 
DVY iShares Select Dividend ETF
-0.45%
-$1,052.61 
HD The Home Depot, Inc.
-0.42%
-$2,169.82 
VTV Vanguard Value ETF
-0.27%
-$48,730.81 
VCRB Vanguard Core Bond ETF
-0.25%
-$28,660.95 
COST Costco Wholesale Corporation
-0.24%
-$547.19 
VB Vanguard Small-Cap ETF
-0.22%
-$44,074.12 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$10,810.25 
FMHI First Trust Municipal High Income Fund
-0.17%
-$4,934.34 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$4,786.8 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$234.36 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$7,685.9 
VO Vanguard Mid-Cap ETF
-0.05%
-$10,106.88 
V Visa Inc. Class A
-0.04%
-$227.34 Events
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Dividends
Dividend Analysis
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| Trades 537 | Longs Won 404/537 75% | Profit Factor 42.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.43M |
| Average Win $274,945.58 | Best Trade (Aug 06) $25.48M | Sharpe Ratio -10.58 |
| Average Loss -$19,866.77 | Worst Trade (Jun 29) -$1.2M | Z-Score 12.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $201,928.74 |
| 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% | 0.12% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for G. Andrew Quinn?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $2.85M, iShares International Dividend Growth ETF - $2.35M, Vanguard Mid-Cap ETF - $1.67M, iShares 0-5 Year TIPS Bond ETF - $1.63M, and Vanguard Value ETF - $1.35M. 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: iShares Semiconductor ETF - $1.25M, UnitedHealth Group Incorporated - $139,522.89, Adobe Inc - $69,421.86, Dollar General Corporation - $68,151.38, and 3M Company - $12,752.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does G. Andrew Quinn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.62M earned over time. The largest contributors to dividend income include iShares International Dividend Growth ETF - $2.35M, Vanguard S&P 500 ETF - $2.22M, iShares 0-5 Year TIPS Bond ETF - $1.62M, Vanguard Value ETF - $1M, and Vanguard Mid-Cap ETF - $784,278.3. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are G. Andrew Quinn's monthly returns?
G. Andrew Quinn's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can G. Andrew Quinn's strategy be considered aggressive or moderate?
G. Andrew Quinn'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 G. Andrew Quinn's strategy?
G. Andrew Quinn'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.
