Andy Warning Portfolio
Invests via Resolute Wealth Strategies LLC | Managed by Andy Warning
Invests via Resolute Wealth Strategies LLC
Managed by Andy Warning
Automatically Tracked
Andy Warning Profile
With a diverse background in venture capital and startup acceleration, Andy Warning is known for his role as a catalyst in technology innovation. Having served as a strategic advisor to various growth-stage companies, he leverages extensive operational experience to guide entrepreneurs through critical development phases. His connections within the tech ecosystem enhance collaborative efforts that fuel company expansion and market entry strategies. A recognized thought leader, he frequently shares insights on industry trends and entrepreneurial best practices at conferences and workshops, establishing him as an influential voice among aspiring founders and investors alike.
With a diverse background in venture capital and startup acceleration, Andy Warning is known for his role as a catalyst in technology innovation. Having served as a strategic advisor to various growth-stage companies, he leverages extensive operational experience to guide entrepreneurs through critical development phases. His connections within the tech ecosystem enhance collaborative efforts that fuel company expansion and market entry strategies. A recognized thought leader, he frequently shares insights on industry trends and entrepreneurial best practices at conferences and workshops, establishing him as an influential voice among aspiring founders and investors alike.
Investment Philosophy & Strategy
Capitalizing on emerging technological trends, Andy Warning brings an entrepreneurial mindset to investment opportunities. His approach emphasizes fostering innovative startups by providing strategic insights and operational expertise. He focuses on aligning growth strategies with market demands, seeking out ventures that demonstrate scalability potential. By actively engaging with founders, he enhances their decision-making processes while driving organizational excellence and resilience. The commitment to nurturing high-potential companies positions him as a valuable resource in the venture capital landscape.
Capitalizing on emerging technological trends, Andy Warning brings an entrepreneurial mindset to investment opportunities. His approach emphasizes fostering innovative startups by providing strategic insights and operational expertise. He focuses on aligning growth strategies with market demands, seeking out ventures that demonstrate scalability potential. By actively engaging with founders, he enhances their decision-making processes while driving organizational excellence and resilience. The commitment to nurturing high-potential companies positions him as a valuable resource in the venture capital landscape.
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:
81.55%
Gain +3.85%
Monthly
1.74%
Yearly
23.04%
Drawdown
21.04%
$267.99M
Equity
Holdings
$267.99M
Investment
$170.64M
$112.74M
Profit +$7.72M
Realized
$15.39M
Unrealized
$97.35M
Dividends
$10.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.85%
Profit
$7.72M
Win %
84%
This Week
Compared To Last Week
Gain
3.44%
Profit
$8.9M
Win %
84%
This Month
Compared to last month
Gain
3.44%
Profit
$8.9M
Win %
84%
This Year
Compared to last year
Gain
15.64%
Profit
$36.24M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$1.63M 
GOOG Alphabet Inc
+6.88%
+$537,704.73 
GOOGL Alphabet Inc
+6.73%
+$265,707.75 
ANET Arista Networks, Inc.
+5.46%
+$17,596.39 
MUR Murphy Oil Corporation
+4%
+$46,100.43 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$10,996.39 
META Meta Platforms Inc Class A
+3.28%
+$19,324.23 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$11,019.91 
MSFT Microsoft Corp.
+3.02%
+$279,182.56 
NVDA NVIDIA Corporation
+2.93%
+$311,001.24 
LDOS Leidos Holdings Inc.
+2.84%
+$16,919.76 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$43,749.76 
CVX Chevron Corporation
+2.35%
+$4,619.44 
WDC Western Digital Corporation
+2.21%
+$9,994.64 
HCA HCA Healthcare Inc.
+1.72%
+$7,751.99 
LMT Lockheed Martin Corporation
+1.5%
+$2,899.68 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$86,127.36 
VUG Vanguard Growth ETF
+1.1%
+$5,351.22 
XLE Energy Select Sector SPDR Fund
+1%
+$4,003.74 
BKR Baker Hughes Company
+0.98%
+$3,892.23 
UNP Union Pacific Corporation
+0.92%
+$7,398.6 
JAVA JPMorgan Active Value ETF
+0.87%
+$78,474.2 
IBM International Business Machines Corporation
+0.86%
+$3,835.24 
GEV GE Vernova Inc.
+0.85%
+$3,207.66 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$10,422.19 
MCD McDonald's Corporation
+0.82%
+$2,052.61 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$45,428.5 
TSLA Tesla, Inc.
+0.76%
+$3,549.41 
MPC Marathon Petroleum Corporation
+0.76%
+$5,076.39 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$38,122.47 
AGIX KraneShares AI and Tech ETF
+0.71%
+$2,939.7 
VOO Vanguard S&P 500 ETF
+0.71%
+$16,266.55 
CAT Caterpillar Inc.
+0.7%
+$72,417.11 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,537.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,048.32 
PLTR Palantir Technologies Inc.
+0.65%
+$7,959.98 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,708.84 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$17,013.6 
JGRO JPMorgan Active Growth ETF
+0.61%
+$90,041.84 
RNST Renasant Corporation
+0.53%
+$16,594.04 
PSX Phillips 66
+0.51%
+$1,389.93 
IYW iShares U.S. Technology ETF
+0.46%
+$2,108.13 
UCBI United Community Banks, Inc.
+0.42%
+$1,284 
CSX CSX Corporation
+0.42%
+$1,559.25 
PFE Pfizer Inc.
+0.4%
+$780.6 
RTX RTX Corporation
+0.39%
+$2,336.88 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$2,561.58 
AVGO Broadcom Inc.
+0.37%
+$2,789.28 
PG Procter & Gamble Co
+0.37%
+$1,811.54 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$20,673.9 
BAC Bank of America Corporation
+0.36%
+$2,100.56 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2,696.1 
MRK Merck & Co., Inc.
+0.32%
+$2,900.41 
SMH VanEck Semiconductor ETF
+0.3%
+$943.78 
UFOX Defiance Connective Technologies ETF
+0.28%
+$844.34 
JPM JPMorgan Chase & Co.
+0.27%
+$13,733.4 
SO The Southern Company
+0.21%
+$959.4 
JNJ Johnson & Johnson
+0.21%
+$1,472.34 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$3,556.15 
T AT&T Inc.
+0.17%
+$5,335.56 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$436.5 
C Citigroup Inc.
+0.1%
+$338.62 
WM Waste Management, Inc.
+0.1%
+$404.14 
WMT Walmart Inc.
+0.09%
+$2,007.54 
ABT Abbott Laboratories
+0.09%
+$193.05 
SOXX iShares Semiconductor ETF
+0.07%
+$1,094.07 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$920.43 
RDDT Reddit Inc Class A
-20.99%
-$405,838.12 
AAPL Apple Inc.
-7.35%
-$3.16M 
SHOP Shopify Inc.
-4.29%
-$163,905 
AEM Agnico Eagle Mines Limited
-3.63%
-$12,258.76 
GFI Gold Fields Ltd. Sponsored ADR
-3.31%
-$14,986.11 
ABBV AbbVie Inc.
-2.51%
-$32,511.75 
XLB Materials Select Sector SPDR Fund
-2.34%
-$18,762.26 
SLV iShares Silver Trust
-2.13%
-$17,766.9 
TXT Textron Inc.
-2.1%
-$4,478 
CCJ Cameco Corporation
-2.1%
-$4,010.8 
AMD Advanced Micro Devices, Inc.
-1.9%
-$24,569.21 
DNP DNP Select Income Fund Inc.
-1.74%
-$7,973.73 
UNH UnitedHealth Group Incorporated
-1.68%
-$14,366.26 
GLD SPDR Gold Shares
-1.49%
-$91,628.32 
MUSA Murphy USA Inc.
-1.35%
-$10,308.2 
SHW The Sherwin-Williams Company
-1.16%
-$5,051.33 
NEE NextEra Energy, Inc.
-1.15%
-$3,455.21 
LOW Lowe's Companies Inc.
-1.08%
-$5,718.14 
KO The Coca-Cola Company
-1.02%
-$6,933.6 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$1,740.8 
XOM Exxon Mobil Corporation
-0.97%
-$29,626.92 
MCO Moody's Corporation
-0.81%
-$2,417.25 
VHT Vanguard Health Care ETF
-0.76%
-$3,519.34 
AMGN Amgen Inc.
-0.64%
-$24,294.18 
LLY Eli Lilly and Company
-0.53%
-$10,028.68 
HD The Home Depot, Inc.
-0.42%
-$2,094.76 
VGT Vanguard Information Technology ETF
-0.38%
-$1,135.2 
AXP American Express Company
-0.38%
-$4,516.08 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,087.58 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-0.34%
-$1,164.89 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,118.92 
EGP EastGroup Properties Inc.
-0.27%
-$1,147.99 
FBND Fidelity Total Bond ETF
-0.27%
-$30,185.28 
VTV Vanguard Value ETF
-0.27%
-$886.16 
BXSL Blackstone Secured Lending Fund
-0.26%
-$814.92 
BX Blackstone Inc.
-0.25%
-$8,722.43 
VB Vanguard Small-Cap ETF
-0.22%
-$1,136.49 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$3,338.94 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,340.6 
JBND JPMorgan Active Bond ETF
-0.21%
-$1,069.53 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$10,266.52 
TRMK Trustmark Corporation
-0.19%
-$821.25 
EPD Enterprise Products Partners L.P.
-0.18%
-$479.44 
JPIE JPMorgan Income ETF
-0.09%
-$315.16 
HOOD Robinhood Markets, Inc.
-0.05%
-$123.2 
V Visa Inc. Class A
-0.04%
-$499.48 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$74.06 Events
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Dividends
Dividend Analysis
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| Trades 1138 | Longs Won 907/1138 79% | Profit Factor 43.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $724,257.7 |
| Average Win $127,233.36 | Best Trade (Aug 10) $18.82M | Sharpe Ratio -10.71 |
| Average Loss -$11,504.21 | Worst Trade (Aug 02) -$331,644.47 | Z-Score 29.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 6d | Expectancy $99,071.34 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
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Returns
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FAQ
Which stocks have generated the highest profits for Andy Warning?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.99M, Blackstone Secured Lending Fund - $2.92M, ISHARES S&P 500 GROWTH ETF (3IS8) - $2.22M, Fidelity Total Bond ETF - $1.84M, and Apple Inc - $1.4M. 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: GE Vernova Inc - $288,668.08, Pfizer Inc - $95,842.79, Diamondback Energy Inc - $80,929, Dollar General Corporation - $64,457.22, and Financial Select Sector SPDR Fund - $63,431.73. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andy Warning's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.56M earned over time. The largest contributors to dividend income include Blackstone Secured Lending Fund - $1.57M, Fidelity Total Bond ETF - $1.56M, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $630,194.39, AT&T Inc - $511,771.87, and Blackstone Mortgage Trust Inc - $480,799.46. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andy Warning's monthly returns?
Andy Warning'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 Andy Warning's strategy be considered aggressive or moderate?
Andy Warning'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 Andy Warning's strategy?
Andy Warning'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.
