AS
Andrew Samalin Portfolio
Invests via Samalin Investment Counsel LLC | Managed by Andrew Samalin
Invests via Samalin Investment Counsel LLC
Managed by Andrew Samalin
Automatically Tracked
Andrew Samalin Profile
With a robust career marked by significant contributions to the finance sector, Andrew Samalin has established himself as a prominent player in investment management. His extensive background encompasses both private equity and venture capital, demonstrating expertise across various asset classes and industries. Acknowledged for his acumen in deal structuring and relationship cultivation, he plays a vital role in guiding innovative financial strategies that drive growth for portfolio companies. Having been involved with numerous high-impact transactions, he combines entrepreneurial insight with operational leadership to navigate complex market landscapes effectively.
With a robust career marked by significant contributions to the finance sector, Andrew Samalin has established himself as a prominent player in investment management. His extensive background encompasses both private equity and venture capital, demonstrating expertise across various asset classes and industries. Acknowledged for his acumen in deal structuring and relationship cultivation, he plays a vital role in guiding innovative financial strategies that drive growth for portfolio companies. Having been involved with numerous high-impact transactions, he combines entrepreneurial insight with operational leadership to navigate complex market landscapes effectively.
Investment Philosophy & Strategy
In the realm of investment management, Andrew Samalin embodies a blend of entrepreneurial spirit and strategic foresight. His extensive experience in private equity and venture capital informs a unique approach to identifying high-potential opportunities across diverse sectors. Decision-making is deeply rooted in operational expertise, allowing for astute assessments that prioritize sustainable growth and value creation. Leveraging established relationships with key stakeholders, he adeptly structures deals that align with long-term objectives while fostering innovation within portfolio entities. This dynamic interplay between opportunity recognition and execution defines his commitment to driving transformative results.
In the realm of investment management, Andrew Samalin embodies a blend of entrepreneurial spirit and strategic foresight. His extensive experience in private equity and venture capital informs a unique approach to identifying high-potential opportunities across diverse sectors. Decision-making is deeply rooted in operational expertise, allowing for astute assessments that prioritize sustainable growth and value creation. Leveraging established relationships with key stakeholders, he adeptly structures deals that align with long-term objectives while fostering innovation within portfolio entities. This dynamic interplay between opportunity recognition and execution defines his commitment to driving transformative results.
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:
68.53%
Gain +0.15%
Monthly
0.64%
Yearly
7.94%
Drawdown
18.66%
$303.77M
Equity
Holdings
$303.77M
Investment
$240.87M
$81.46M
Profit +$259,996.89
Realized
$14.32M
Unrealized
$67.14M
Dividends
$39.86M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.15%
Profit
$259,996.89
Win %
66%
This Week
Compared To Last Week
Gain
0.37%
Profit
$1.11M
Win %
66%
This Month
Compared to last month
Gain
0.16%
Profit
$485,470.57
Win %
66%
This Year
Compared to last year
Gain
7.69%
Profit
$21.7M
Win %
66%
HEWPP HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF
+6.61%
+$47.94 
IBM International Business Machines Corporation
+3.94%
+$13,775.77 
GHI Greystone Housing Impact Investors LP
+3.58%
+$7,462.52 
TSLA Tesla, Inc.
+3.41%
+$73,752.86 
ETN Eaton Corporation plc
+3.13%
+$85,693.4 
NVDA NVIDIA Corporation
+2.54%
+$101,475 
SLB SLB N.V.
+2.24%
+$16,618.53 
NRG NRG Energy, Inc.
+2%
+$3,149.72 
APLE Apple Hospitality REIT, Inc.
+1.85%
+$7,757.97 
IRM Iron Mountain Inc.
+1.47%
+$4,088.58 
QCOM QUALCOMM Incorporated
+1.28%
+$3,620.27 
HST Host Hotels & Resorts, Inc.
+1.17%
+$3,319.63 
QQQ Invesco QQQ Trust, Series 1
+1.05%
+$34,958.31 
AVGO Broadcom Inc.
+1.03%
+$13,435.27 
EQIX Equinix, Inc.
+0.77%
+$3,031.56 
JBLU JetBlue Airways Corporation
+0.69%
+$207.62 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.64%
+$2,608.55 
IVV iShares Core S&P 500 ETF
+0.56%
+$4,820.32 
VOO Vanguard S&P 500 ETF
+0.56%
+$2,693.03 
SPY State Street SPDR S&P 500 ETF Trust
+0.53%
+$36,731.93 
IBB iShares Biotechnology ETF
+0.5%
+$1,292.55 
ACN Accenture plc
+0.48%
+$1,489.97 
CVX Chevron Corporation
+0.47%
+$5,752.27 
META Meta Platforms Inc Class A
+0.47%
+$13,927.02 
IJH iShares Core S&P Mid-Cap ETF
+0.41%
+$3,538.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.36%
+$15,204.54 
RVT Royce Small-Cap Trust, Inc.
+0.36%
+$6,765.3 
VIG Vanguard Dividend Appreciation ETF
+0.24%
+$2,725.21 
DFAE Dimensional Emerging Core Equity Market ETF
+0.21%
+$1,026.4 
XOM ExxonMobil Holdings Corporation
+0.13%
+$1,189.54 
CSR Centerspace
+0.09%
+$184.75 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.05%
+$218.48 
SAN Banco Santander, S.A. Sponsored ADR
+0.04%
+$69.91 
KRC Kilroy Realty Corporation
+0.01%
+$84.36 
VT Vanguard Total World Stock ETF
0%
+$10.7 
IWY iShares Russell Top 200 Growth ETF
0%
+$92.72 
A AgileThought, Inc. Class A Common Stock
0%
-$0.01 
AAPL Apple Inc.
0%
$0 
ACRE Ares Commercial Real Estate Corporation
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
APH Amphenol Corp. Class A Common Stock
0%
$0 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BRSP BrightSpire Capital Inc.
0%
$0 
BXMT Blackstone Mortgage Trust Inc Class A
0%
$0 
C Citigroup Inc.
0%
$0 
CAG Conagra Brands Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CGBD Carlyle Secured Lending, Inc.
0%
$0 
CHCT Community Healthcare Trust Incorporated
0%
$0 
CINF Cincinnati Financial Corporation
0%
+$0.02 
CL Colgate-Palmolive Co.
0%
$0 
CLS Celestica Inc.
0%
$0 
CMS CMS Energy Corporation Common Stock
0%
$0 
COTY Coty Inc. Class A Common Stock
0%
$0 
COST Costco Wholesale Corp
0%
$0 
CPNG Coupang, Inc. Class A Common Stock
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSWC Capital Southwest Corporation
0%
$0 
DIS The Walt Disney Company
0%
$0 
DLR Digital Realty Trust Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
-$0.01 
EPD Enterprise Products Partners L.P.
0%
$0 
EPR EPR Properties
0%
$0 
ERO Ero Copper Corp.
0%
$0 
ETR Entergy Corporation Common Stock
0%
$0 
EXPE Expedia Group Inc.
0%
+$0.01 
FLEX Flex Ltd.
0%
$0 
GD General Dynamics Corp.
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GROW U.S. Global Investors Inc.
0%
$0 
GSBD Goldman Sachs BDC, Inc.
0%
$0 
GSL Global Ship Lease Inc Class A
0%
$0 
HCA HCA Healthcare, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HL Hecla Mining Company
0%
$0 
HON Honeywell International Inc.
0%
+$0.01 
HSBC HSBC Holdings plc Sponsored ADR
0%
$0 
IBN ICICI Bank Ltd. Sponsored ADR
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
ING ING Groep N.V. Sponsored ADR
0%
$0 
INN Summit Hotel Properties, Inc.
0%
$0 
JMIA Jumia Technologies AG Sponsored ADR
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JXN Jackson Financial Inc.
0%
$0 
KKR Korro Bio, Inc.
0%
$0 
KRP Kimbell Royalty Partners, LP Common Units Representing Limited Partner Interests
0%
$0 
KRG Kite Realty Group Trust
0%
$0 
LADR Ladder Capital Corp. Class A
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LRCX Lam Research Corp.
0%
$0 
LXP LXP Industrial Trust
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCHP Microchip Technology Inc.
0%
$0 
METCB Ramaco Resources Inc. Class B Common Stock
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPLX MPLX LP
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley Common Stock
0%
$0 
MSFT Microsoft Corporation Common Stock
0%
$0 
MU Micron Technology Inc.
0%
$0 
NKTX Nkarta, Inc.
0%
$0 
NNN NNN REIT, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NUE Nucor Corporation
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
0%
$0 
O Realty Income Corp.
0%
$0 
OBDC Blue Owl Capital Corporation
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
ONL Orion Properties Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
OPRA Opera Ltd. ADR
0%
$0 
OSCR Oscar Health, Inc. Class A Common Stock
0%
$0 
OXY Occidental Petroleum Corp.
0%
$0 
PAA Plains All American Pipeline, L.P. Common Units
0%
$0 
PDO PIMCO Dynamic Income Opportunities Fund
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG The Procter & Gamble Company
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PLUG Plug Power Inc.
0%
$0 
PMT PennyMac Mortgage Investment Trust
0%
$0 
PSEC Prospect Capital Corporation
0%
$0 
RC Ready Capital Corporation
0%
$0 
RDNT RadNet Inc.
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
-$0.01 
RF Regions Financial Corp.
0%
$0 
RJF Raymond James Financial, Inc.
0%
$0 
RITM Rithm Capital Corp.
0%
$0 
RLTY Cohen & Steers Real Estate Opportunities and Income Fund
0%
$0 
RMM RiverNorth Managed Duration Municipal Income Fund, Inc.
0%
$0 
SBUX Starbucks Corp.
0%
$0 
SBRA Sabra Health Care REIT, Inc.
0%
$0 
SKT Tanger Inc.
0%
$0 
SLRC SLR Investment Corp.
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SPOT Spotify Technology S.A.
0%
+$0.01 
TPVG TriplePoint Venture Growth BDC Corp.
0%
$0 
TPC Tutor Perini Corp.
0%
$0 
TRGP Targa Resources Corp.
0%
-$0.01 
UNP Union Pacific Corp.
0%
$0 
UNH UnitedHealth Group Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WES Western Midstream Partners, LP
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WLKP Westlake Chemical Partners LP
0%
-$0.04 
WPC W. P. Carey Inc.
0%
$0 
WU The Western Union Company
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
BIZD VanEck BDC Income ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DFIP Dimensional Inflation-Protected Securities ETF
0%
$0 
DFLV Dimensional US Large Cap Value ETF
0%
$0 
DFSB Dimensional Global Sustainability Fixed Income ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
DISV Dimensional International Small Cap Value ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EDIV State Street SPDR S&P Emerging Markets Dividend ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EWZ iShares MSCI Brazil ETF
0%
$0 
FDLO Fidelity Low Volatility Factor ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
FVAL Fidelity Value Factor ETF
0%
$0 
GLD SPDR Gold Shares
0%
-$0.11 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
ISTB iShares Core 1-5 Year USD Bond ETF
0%
$0 
IVOO Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IVW iShares S&P 500 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IVE iShares S&P 500 Value ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
IYJ iShares U.S. Industrials ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IYC iShares U.S. Consumer Discretionary ETF
0%
$0 
KBE State Street SPDR S&P Bank ETF
0%
$0 
KRE State Street SPDR S&P Regional Banking ETF
0%
$0 
MDY State Street SPDR S&P MidCap 400 ETF Trust
0%
-$0.03 
ONEQ Fidelity Nasdaq Composite Index ETF
0%
$0 
PFXF VanEck Preferred Securities ex Financials ETF
0%
$0 
OUNZ VanEck Merk Gold Trust
0%
$0 
PTF Invesco Dorsey Wright Technology Momentum ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
RIET Hoya Capital High Dividend Yield ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SRLN State Street Blackstone Senior Loan ETF
0%
$0 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
0%
$0 
TBIL F/m US Treasury 3 Month Bill Fund
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
USTB VictoryShares Short-Term Bond ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
-$0.01 
VTV Vanguard Morningstar Value ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XLU State Street Utilities Select Sector SPDR ETF
0%
$0 
XLV State Street Health Care Select Sector SPDR ETF
0%
+$0.01 
YYY Amplify CEF High Income ETF
0%
$0 
ARCC Ares Capital Corp.
0%
$0 
BCX BlackRock Resources & Commodities Strategy Trust
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
UTF Cohen & Steers Infrastructure Fund, Inc.
0%
$0 
ECC Eagle Point Credit Company Inc.
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 
PTY PIMCO Corporate & Income Opportunity Fund
0%
$0 
HQH abrdn Healthcare Investors
0%
$0 
HODL VanEck Bitcoin ETF
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Fund
0%
$0 
APO Apollo Global Management Inc.
0%
$0 
BTX BlackRock Technology and Private Equity Term Trust
0%
$0 
OXLC Oxford Lane Capital Corp
0%
$0 
HFRO Highland Opportunities and Income Fund
0%
$0 
HYT BlackRock Corporate High Yield Fund, Inc.
0%
$0 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
0%
$0 
CCD Calamos Dynamic Convertible and Income Fund
0%
$0 
SEI Solaris Energy Infrastructure, Inc.
0%
$0 
FVR FrontView REIT, Inc.
0%
$0 
FLG Flagstar Bank, National Association
0%
$0 
XFLT XAI Floating Rate & Alternative Income Trust
0%
+$0.03 
JPC Nuveen Preferred & Income Opportunities Fund
0%
$0 
THQ abrdn Healthcare Opportunities Fund
0%
$0 
UTG Reaves Utility Income Fund
0%
$0 
AWP abrdn Global Premier Properties Fund
0%
$0 
PLTR Palantir Technologies Inc. Class A Common Stock
0%
$0 
ADX Adams Diversified Equity Fund, Inc.
0%
$0 
RNP Cohen & Steers REIT and Preferred Income Fund, Inc.
0%
$0 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
0%
$0 
RFI Cohen & Steers Total Return Realty Fund, Inc.
0%
$0 
XIFR XPLR Infrastructure, LP Common Units
0%
$0 
JFR Nuveen Floating Rate Income Fund
0%
$0 
MCHPP MICROCHIP TECHNOLOGY DEP SHS REPSTG 1/20TH PFD CONV SER A
0%
$0 
CHY Calamos Convertible and High Income Fund
0%
$0 
CHI Calamos Convertible Opportunities and Income Fund
0%
$0 
IGR CBRE Global Real Estate Income Fund
0%
$0 
NML Neuberger Energy Infrastructure and Income Fund Inc.
0%
$0 
STUB StubHub Holdings Inc. Class A Common Stock
0%
$0 
MPT Medical Properties Trust Inc.
0%
$0 
XRN Chiron Real Estate Inc.
0%
$0 
HIO Western Asset High Income Opportunity Fund Inc.
0%
$0 
PCF High Income Securities Fund
0%
$0 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GNT GAMCO Natural Resources, Gold & Income Trust
0%
$0 
HTD John Hancock Tax-Advantaged Dividend Income Fund
0%
$0 
TYG Tortoise Energy Infrastructure Corp.
0%
$0 
EMD Western Asset Emerging Markets Debt Fund Inc.
0%
$0 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
0%
$0 
BLW BlackRock Limited Duration Income Trust
0%
$0 
GGN GAMCO Global Gold, Natural Resources & Income Trust
0%
$0 
GAM General American Investors Company, Inc.
0%
$0 
BTO John Hancock Financial Opportunities Fund
0%
$0 
THW abrdn World Healthcare Fund
0%
$0 
IIF Morgan Stanley India Investment Fund, Inc.
0%
$0 
T AT&T Inc.
-6.45%
-$30,458.21 
NFLX Netflix Inc.
-5.31%
-$23,232.24 
ET-PI Energy Transfer LP
-3.97%
-$4,832.41 
CTO CTO Realty Growth, Inc.
-3.4%
-$7,537.56 
SE Sea Limited Sponsored ADR
-3.1%
-$6,459.06 
UMH UMH Properties Inc.
-2.34%
-$5,451.84 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.95%
-$7,522.5 
ABT Abbott Laboratories
-1.89%
-$7,564.06 
LVS Las Vegas Sands Corp.
-1.73%
-$2,474.34 
ET Energy Transfer LP
-1.66%
-$17,517.72 
WELL Welltower Inc.
-1.63%
-$4,271.22 
GOOGL Alphabet Inc
-1.62%
-$30,039.79 
GOOG Alphabet Inc
-1.62%
-$14,224.45 
NLY Annaly Capital Management, Inc.
-1.53%
-$6,964.72 
ABBV AbbVie Inc.
-1.48%
-$14,783.11 
MLCO Melco Resorts & Entertainment Ltd. ADR
-0.97%
-$5,550.92 
BBD Banco Bradesco S.A. ADR
-0.86%
-$1,490.89 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.79%
-$14,098.2 
CB Chubb Limited
-0.78%
-$2,603.99 
NEE NextEra Energy Inc.
-0.73%
-$4,089.58 
BX Blackstone Inc.
-0.7%
-$4,300.45 
SPG Simon Property Group Inc.
-0.7%
-$3,212.64 
ANIP Ani Pharmaceuticals, Inc.
-0.59%
-$3,381.52 
ARI Apollo Commercial Real Estate Finance, Inc.
-0.39%
-$1,806.47 
SO The Southern Company
-0.35%
-$865.6 
NGG National Grid plc Sponsored ADR
-0.34%
-$1,624.84 
MOAT VanEck Morningstar Wide Moat ETF
-0.27%
-$2,307.3 
LIN Linde plc
-0.26%
-$1,184.03 
ABR Arbor Realty Trust, Inc.
-0.17%
-$92.84 
PBDC Putnam BDC Income ETF
-0.16%
-$561.88 
ED Consolidated Edison Inc.
-0.14%
-$454.62 
AMGN Amgen Inc. Common Stock
-0.14%
-$1,174.8 
AMZN Amazon.com Inc
-0.1%
-$1,737.58 
AQN Algonquin Power & Utilities Corp.
-0.1%
-$479.67 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-0.04%
-$688.16 
WMT Walmart Inc.
-0.04%
-$329.35 
STWD Starwood Property Trust, Inc.
-0.04%
-$118.73 
TGB Trekor Metals Ltd.
-0.03%
-$90 
JPM JPMorgan Chase & Co.
-0.02%
-$602.16 
MRP Millrose Properties, Inc.
-0.02%
-$81.25 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6980 | Longs Won 3771/6980 54% | Profit Factor 3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $97,595.26 |
| Average Win $33,738.37 | Best Trade (Oct 22) $3.57M | Sharpe Ratio -8.25 |
| Average Loss -$13,216.58 | Worst Trade (Oct 22) -$1.05M | Z-Score 5.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 3d | Expectancy $11,669.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 2,003 | $241,057.37 | $346,539.02 | - | $105,481.65 | 43.76% | 0.0 |
| AAPL Apple Inc. | 33,915 | $5.22M | $11.51M | - | $6.29M | 120.45% | 0.0 |
| ABBV AbbVie Inc. | 3,454 | $421,508.42 | $983,699.17 | - | $562,190.75 | 133.38% | -1.481% |
| ABR Arbor Realty Trust, Inc. | 18,569 | $203,815.89 | $53,664.41 | - | -$150,151.48 | -73.67% | -0.173% |
| ABT Abbott Laboratories | 3,899 | $463,477.24 | $391,888.49 | - | -$71,588.75 | -15.45% | -1.894% |
| ACN Accenture plc | 1,307 | $402,787.71 | $314,019.81 | - | -$88,767.9 | -22.04% | +0.477% |
| ACRE Ares Commercial Real Estate Corporation | 110,942 | $571,405.53 | $364,999.18 | - | -$206,406.35 | -36.12% | 0.0 |
| ADP Automatic Data Processing Inc. | 1,787 | $414,772.23 | $523,144.25 | - | $108,372.02 | 26.13% | 0.0 |
| ADX Adams Diversified Equity Fund, Inc. | 36,054 | $789,222.06 | $925,866.72 | - | $136,644.66 | 17.31% | 0.0 |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 54,879 | $1.31M | $1.37M | - | $65,534.31 | 5.01% | 0.0 |
| AMGN Amgen Inc. Common Stock | 1,958 | $631,519.58 | $858,269.72 | - | $226,750.14 | 35.91% | -0.137% |
| AMLP Alerian MLP ETF | 64,370 | $2.95M | $3.39M | - | $434,125.74 | 14.71% | 0.0 |
| AMZN Amazon.com Inc | 6,683 | $1.04M | $1.75M | - | $709,081.75 | 67.9% | -0.099% |
| ANIP Ani Pharmaceuticals, Inc. | 7,864 | $604,741.6 | $568,095.36 | - | -$36,646.24 | -6.06% | -0.592% |
| APH Amphenol Corp. Class A Common Stock | 9,068 | $286,991.39 | $719,273.76 | - | $432,282.37 | 150.63% | 0.0 |
| APLE Apple Hospitality REIT, Inc. | 23,509 | $286,863.67 | $426,688.35 | - | $139,824.68 | 48.74% | +1.852% |
| APO Apollo Global Management Inc. | 11,774 | $1.13M | $1.31M | - | $174,686.01 | 15.39% | 0.0 |
| AQN Algonquin Power & Utilities Corp. | 95,933 | $514,960.19 | $501,729.59 | - | -$13,230.6 | -2.57% | -0.096% |
| ARCC Ares Capital Corp. | 75,120 | $1.44M | $1.39M | - | -$45,060.15 | -3.14% | 0.0 |
| ARI Apollo Commercial Real Estate Finance, Inc. | 72,259 | $787,054.28 | $458,122.06 | - | -$328,932.22 | -41.79% | -0.393% |
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FAQ
Which stocks have generated the highest profits for Andrew Samalin?
The largest contributions to the portfolio's profits come from the following stocks: Oxford Lane Capital Corp. 7.95% Notes due 2032 - $4.76M, Apple Inc - $3.79M, NVIDIA Corporation - $3.29M, Eli Lilly and Company - $1.58M, and State Street SPDR S&P 500 ETF Trust - $1.33M. 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: The Walt Disney Company - $522,028.05, XPLR Infrastructure, LP Common Units - $499,993.05, The Boeing Company - $383,897.62, KraneShares CSI China Internet ETF - $374,830.04, and Alibaba Group Holding Ltd. ADR - $319,180.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Samalin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $39.86M earned over time. The largest contributors to dividend income include MPLX LP - $985,649.21, iShares TIPS Bond ETF - $854,968.47, Calamos Convertible Opportunities and Income Fund - $780,700.58, Alerian MLP ETF - $756,639.49, and VanEck BDC Income ETF - $678,031.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Samalin's monthly returns?
Andrew Samalin'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 Samalin's strategy be considered aggressive or moderate?
Andrew Samalin'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 Samalin's strategy?
Andrew Samalin'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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