GAQ

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

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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.

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.

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:

28.86%

Gain +1.03%

Monthly

0.84%

Yearly

10.57%

Drawdown

13.39%

$307.56M

Equity

Holdings

$307.56M

Investment

$205.84M

$106.87M

Profit +$3.76M

Realized

$5.15M

Unrealized

$101.71M

Dividends

$11.92M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

1.03%

Profit

$3.76M

Win %

83%

This Week

Compared To Last Week

Gain

1.24%

Profit

$3.76M

Win %

83%

This Month

Compared to last month

Gain

1.03%

Profit

$3.13M

Win %

83%

This Year

Compared to last year

Gain

7.45%

Profit

$22.23M

Win %

82%

Gainers
Losers

SMH VanEck Semiconductor ETF

+4.57%

+$679,006.42

NVDA NVIDIA Corporation

+3.21%

+$16,092.78

QQQ Invesco QQQ Trust, Series 1

+3.08%

+$1.21M

AMZN Amazon.com Inc

+2.96%

+$25,038.36

GOOGL Alphabet Inc

+2.76%

+$36,654.44

MSFT Microsoft Corp.

+2.29%

+$22,144.4

SPYM State Street SPDR Portfolio S&P 500 ETF

+1.74%

+$7,025.06

AAPL Apple Inc.

+1.73%

+$26,191.21

VOO Vanguard S&P 500 ETF

+1.72%

+$1.28M

SPY SPDR S&P 500 ETF Trust

+1.71%

+$22,959.75

IVV iShares Core S&P 500 ETF

+1.47%

+$4,064.1

BLK BlackRock, Inc.

+1.35%

+$6,782.13

VO Vanguard Mid-Cap ETF

+1.33%

+$261,214.68

RDVY First Trust Rising Dividend Achievers ETF

+1.07%

+$150,147.48

BRK-B Berkshire Hathaway Inc.

+0.92%

+$3,933.24

VB Vanguard Small-Cap ETF

+0.78%

+$151,332.72

AOM iShares Core 40/60 Moderate Allocation ETF

+0.66%

+$90,705.78

VTV Vanguard Value ETF

+0.66%

+$115,372.72

V Visa Inc. Class A

+0.54%

+$2,826.8

HD The Home Depot, Inc.

+0.48%

+$2,521.72

PG Procter & Gamble Co

+0.42%

+$1,012.5

PYLD PIMCO Multisector Bond Active ETF

+0.21%

+$11,378.67

PTRB PGIM Total Return Bond ETF

+0.16%

+$11,824.28

SPSB SPDR Portfolio Short Term Corporate Bond ETF

+0.07%

+$234.1

VCRB Vanguard Core Bond ETF

+0.05%

+$5,709.88

STIP iShares 0-5 Year TIPS Bond ETF

+0.01%

+$2,212.49

GMED Globus Medical Inc.

-4.31%

-$8,312.53

DVY iShares Select Dividend ETF

-1.45%

-$3,349.5

IGRO iShares International Dividend Growth ETF

-0.98%

-$387,579.89

COST Costco Wholesale Corporation

-0.21%

-$507.15

MA Mastercard Incorporated

-0.12%

-$318.01

JPM JPMorgan Chase & Co.

-0.1%

-$1,573.77

HCA HCA Healthcare Inc.

-0.05%

-$190.97

Events

Dividends

Dividend Analysis

No Data

Trades 500	Longs Won 374/500 74%	Profit Factor 53.14
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.47M
Average Win $291,216.61	Best Trade (Jun 15) $24.59M	Sharpe Ratio -9.35
Average Loss -$16,266.81	Worst Trade (Jun 29) -$1.2M	Z-Score 7.96 (100%)
Commissions $0	Avg. Trade Length 1y 4m 2w 5d	Expectancy $213,730.79

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%	0.17%
Consecutive Losing Trades	18,868	16,981	15,094	13,208	11,321	9,434	7,547	5,660	3,774	1,887