Andrea Butler Portfolio
Invests via Sequent Planning LLC | Managed by Andrea Butler
Invests via Sequent Planning LLC
Managed by Andrea Butler
Automatically Tracked
Andrea Butler Profile
Seasoned investor and former operating executive focused on growth-stage technology, fintech and consumer-technology opportunities, with experience leading product and GTM teams and advising boards on scaling and M&A. Andrea Butler is often described in market circles as a sector specialist who blends hands-on operating experience with portfolio construction and value-creation plans for venture and later-stage private investments.
Seasoned investor and former operating executive focused on growth-stage technology, fintech and consumer-technology opportunities, with experience leading product and GTM teams and advising boards on scaling and M&A. Andrea Butler is often described in market circles as a sector specialist who blends hands-on operating experience with portfolio construction and value-creation plans for venture and later-stage private investments.
Investment Philosophy & Strategy
Background as an operator informs a growth-oriented investment approach targeting growth-stage technology, fintech and consumer-technology companies. Prioritizes opportunities where product-led scale and repeatable GTM paths drive durable unit economics, and deploys concentrated, conviction-weighted capital with active board-level value creation and M&A optionality. Investment horizon is multi-year to exit, with emphasis on milestone-driven risk reduction, tight KPIs for capital tranches, and sector-specialist sourcing to capture asymmetric upside.
Background as an operator informs a growth-oriented investment approach targeting growth-stage technology, fintech and consumer-technology companies. Prioritizes opportunities where product-led scale and repeatable GTM paths drive durable unit economics, and deploys concentrated, conviction-weighted capital with active board-level value creation and M&A optionality. Investment horizon is multi-year to exit, with emphasis on milestone-driven risk reduction, tight KPIs for capital tranches, and sector-specialist sourcing to capture asymmetric upside.
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:
33.03%
Gain -0.49%
Monthly
0.94%
Yearly
11.87%
Drawdown
11.29%
$466.72M
Equity
Holdings
$466.72M
Investment
$420.01M
$85.5M
Profit -$1.81M
Realized
$38.8M
Unrealized
$46.7M
Dividends
$14.81M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$1.81M
Win %
67%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$4.04M
Win %
67%
This Month
Compared to last month
Gain
0.22%
Profit
$1.02M
Win %
67%
This Year
Compared to last year
Gain
-0.31%
Profit
-$1.42M
Win %
70%
RTX RTX Corporation
+2.39%
+$13,913.25 
CNQ Canadian Natural Resources Limited
+2.35%
+$7,732.36 
PEP PepsiCo, Inc.
+2.06%
+$57,234.7 
AZO AutoZone Inc.
+1.72%
+$7,685.42 
GE General Electric Company
+1.62%
+$3,000.58 
JPM JPMorgan Chase & Co.
+1.61%
+$4,872.56 
CVX Chevron Corporation
+1.52%
+$8,235.37 
SU Suncor Energy Inc.
+1.43%
+$6,559.92 
VDE Vanguard Energy ETF
+1.42%
+$6,409.31 
XLE Energy Select Sector SPDR Fund
+1.41%
+$18,457.84 
KO The Coca-Cola Company
+1.41%
+$4,115.51 
SMA SmartStop Self Storage REIT Inc.
+1.33%
+$27,295.65 
PG Procter & Gamble Co
+1.19%
+$6,211.87 
LOW Lowe's Companies Inc.
+1.19%
+$3,032.24 
XLU Utilities Select Sector SPDR Fund
+1.16%
+$4,133.65 
D Dominion Energy, Inc.
+1.15%
+$4,150.08 
XOM Exxon Mobil Corporation
+1.02%
+$5,423.73 
GRMN Garmin Ltd.
+0.97%
+$3,525.04 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.95%
+$3,396.45 
LVHD Franklin U.S. Low Volatility ETF
+0.93%
+$70,443.6 
XLB Materials Select Sector SPDR Fund
+0.91%
+$6,242.2 
AAPL Apple Inc.
+0.85%
+$31,104.45 
XLP Consumer Staples Select Sector SPDR Fund
+0.85%
+$15,078.98 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
+0.81%
+$8,691.03 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$6,622.03 
SPLV Invesco S&P 500 Low Volatility ETF
+0.73%
+$5,447.52 
BALL Ball Corp.
+0.71%
+$4,056.62 
FVD First Trust Value Line Dividend Index Fund
+0.7%
+$10,370.34 
V Visa Inc. Class A
+0.67%
+$2,748.9 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.67%
+$2,417 
BAC Bank of America Corporation
+0.6%
+$3,021.26 
IYG iShares U.S. Financial Services ETF
+0.54%
+$6,158.5 
ON ON Semiconductor Corporation
+0.52%
+$1,269.58 
XLF Financial Select Sector SPDR Fund
+0.51%
+$3,659.6 
EFV iShares MSCI EAFE Value ETF
+0.49%
+$1,719.41 
FTCS First Trust Capital Strength ETF
+0.49%
+$7,319.04 
XLRE The Real Estate Select Sector SPDR Fund
+0.48%
+$2,700.2 
JNJ Johnson & Johnson
+0.47%
+$1,946.84 
WMT Walmart Inc.
+0.45%
+$2,803.7 
IYF iShares U.S. Financials ETF
+0.42%
+$988.2 
DGRO iShares Core Dividend Growth ETF
+0.4%
+$5,095.76 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.39%
+$20,203.1 
GEV GE Vernova Inc.
+0.39%
+$1,353.03 
MCK McKesson Corporation
+0.36%
+$4,485.6 
VYMI Vanguard International High Dividend Yield Index Fund
+0.36%
+$798.62 
IEFA iShares Core MSCI EAFE ETF
+0.35%
+$26,654.64 
DIV Global X SuperDividend U.S. ETF
+0.35%
+$867.1 
GDX VanEck Gold Miners ETF
+0.33%
+$1,823.54 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$1,032.44 
ABBV AbbVie Inc.
+0.31%
+$1,179.26 
VTV Vanguard Value ETF
+0.29%
+$1,984.02 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.25%
+$5,274.37 
CAT Caterpillar Inc.
+0.24%
+$468.16 
MCD McDonald's Corporation
+0.22%
+$660.38 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.22%
+$538.92 
YJUN First Trust International Equity Moderate ETF
+0.2%
+$4,829.49 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$6,761.02 
XLI Industrial Select Sector SPDR Fund
+0.2%
+$3,798.9 
XJUL FT Vest US Equity Enhanced Fund
+0.18%
+$881.25 
DWX SPDR S&P International Dividend ETF
+0.17%
+$443.6 
NNN NNN REIT, Inc.
+0.17%
+$1,622.6 
XIDE FT Vest US Equity Buffer & Protective Fund
+0.17%
+$651.35 
NVDA NVIDIA Corporation
+0.16%
+$7,143.15 
SCHF Schwab International Equity ETF
+0.15%
+$462.4 
JAVA JPMorgan Active Value ETF
+0.13%
+$421.96 
FDT First Trust Developed Markets ex-US Fund
+0.13%
+$460.68 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$347.04 
IVE ISHARES S&P 500 VALUE ETF
+0.12%
+$658.59 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.12%
+$1,187.92 
TIP iShares TIPS Bond ETF
+0.11%
+$4,179.48 
QVMT Invesco S&P 500 Concentrated QVM ETF
+0.11%
+$230.09 
MPC Marathon Petroleum Corporation
+0.09%
+$406.79 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$820.81 
RWL Invesco S&P 500 Revenue ETF
+0.08%
+$617.87 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.08%
+$195.74 
XJAN FT Vest Enhanced Moderate Buffer ETF - January
+0.07%
+$924.23 
JEPI JPMorgan Equity Premium Income Fund
+0.06%
+$1,675.38 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$318.73 
JPIE JPMorgan Income ETF
+0.06%
+$176.78 
GYLD Arrow Dow Jones Global Yield ETF
+0.05%
+$137.74 
BKLN Invesco Senior Loan ETF
+0.05%
+$191.11 
XOCT FT VEST US Equity Enhance & Income Fund
+0.05%
+$4,129.51 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.04%
+$142.97 
GOCT FT Vest US Equity Moderate Fund
+0.04%
+$2,927.68 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
+0.04%
+$358.36 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$983.46 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.04%
+$78.44 
XMAR FT Vest US Equity Enhanced Fund
+0.03%
+$164.64 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$227.47 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$296.42 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$80.33 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.02%
+$733.18 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WTMF WisdomTree Managed Futures Strategy Fund
0%
$0 
XNOV FT Vest US Equity Enhanced Fund
0%
$0 QCAP
QCAP
0%
$0 QMMY
QMMY
0%
$0 XFEB
XFEB
0%
$0 XAPR
XAPR
0%
$0 QMAG
QMAG
0%
$0 QCOC
QCOC
0%
$0 QMNV
QMNV
0%
$0 XIJN
XIJN
0%
$0 XMAY
XMAY
0%
$0 FEBM
FEBM
0%
$0 JFLI
JFLI
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$269,355.24 
JSPR Jasper Therapeutics Inc.
-5.07%
-$402.3 
SKYY First Trust Cloud Computing ETF
-4.41%
-$17,279.85 
IGV iShares Expanded Tech-Software Sector ETF
-4.41%
-$12,099.15 
INTC Intel Corporation
-4%
-$13,559.79 
MU Micron Technology, Inc.
-3.62%
-$14,953.92 
AMD Advanced Micro Devices, Inc.
-3.58%
-$19,827.58 
BAI iShares A.I. Innovation and Tech Active ETF
-3.38%
-$9,727.6 
PSIX Power Solutions International, Inc.
-3.1%
-$9,367.46 
AVGO Broadcom Inc.
-2.89%
-$26,513.49 
FSK FS KKR Capital Corp.
-2.66%
-$8,083.45 
NFLX Netflix, Inc.
-2.47%
-$21,697.96 
FDN First Trust Dow Jones Internet Index Fund
-2.45%
-$21,462.69 
XNTK SPDR NYSE Technology ETF
-2.4%
-$4,481.06 
QTUM Defiance Quantum ETF
-2.29%
-$10,146.5 
META Meta Platforms Inc Class A
-2.2%
-$40,572.06 
MSFT Microsoft Corp.
-1.9%
-$38,979.08 
XLK State Street Technology Select Sector SPDR ETF
-1.89%
-$281,301.72 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-1.86%
-$5,997.35 
IYW iShares U.S. Technology ETF
-1.86%
-$7,747.35 
IXN iShares Global Tech ETF
-1.84%
-$12,123.8 
MTUM iShares MSCI USA Momentum Factor ETF
-1.84%
-$6,265.63 
VGT Vanguard Information Technology ETF
-1.83%
-$24,736.32 
CSCO Cisco Systems, Inc.
-1.68%
-$5,729.45 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.6%
-$5,140.17 
SMH VanEck Semiconductor ETF
-1.55%
-$6,366.42 
QQQM Invesco NASDAQ 100 ETF
-1.54%
-$44,811.62 
GOOGL Alphabet Inc
-1.5%
-$78,803.98 
ARKX ARK Space & Defense Innovation ETF
-1.47%
-$43,811.55 
SPCX Space Exploration Technologies Corp. Class A
-1.45%
-$5,482.08 
QQQ Invesco QQQ Trust, Series 1
-1.44%
-$51,107.28 
SPMO Invesco S&P 500 Momentum ETF
-1.39%
-$5,166 
GOOG Alphabet Inc
-1.39%
-$4,311.56 
PGRO Putnam Focused Large Cap Growth ETF
-1.38%
-$79,033.58 
MGK Vanguard Mega Cap Growth ETF
-1.3%
-$5,882.4 
VXF Vanguard Extended Market ETF
-1.3%
-$5,692.96 
ETN Eaton Corporation plc
-1.29%
-$3,560.35 
TDVI FT Vest Technology Dividend Mutual Fund
-1.26%
-$32,976.45 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.2%
-$30,764.79 
VUG Vanguard Growth ETF
-1.19%
-$14,932.92 
AVEM Avantis Emerging Markets Equity ETF
-1.12%
-$3,479.42 
QJUN FT Vest Nasdaq-100 Buffer ETF
-1.12%
-$36,245.16 
TSLA Tesla, Inc.
-1.11%
-$25,002.35 
QCOM QUALCOMM Incorporated
-1.09%
-$2,509.64 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.06%
-$2,527.2 
DIEM Franklin Emerging Market Core Dividend Tilt Index ETF
-1.05%
-$11,384.79 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$76,777.05 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.02%
-$7,473.6 
SCHA Schwab U.S. Small-Cap ETF
-0.98%
-$28,659.52 
QSPT FT Vest Nasdaq-100 Buffer ETF
-0.98%
-$3,789.19 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.98%
-$16,110.64 
VWO Vanguard FTSE Emerging Markets ETF
-0.97%
-$12,387.24 
XLC Communication Services Select Sector SPDR Fund
-0.91%
-$22,215.6 
BUFQ FT Nasdaq Buffer ETF July.
-0.9%
-$119,682.77 
VB Vanguard Small-Cap ETF
-0.84%
-$5,437.74 
BLCR iShares Large Cap Core ACT ETF
-0.79%
-$1,593.54 
DSI iShares MSCI KLD 400 Social ETF
-0.77%
-$1,839.96 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.75%
-$6,109.5 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.72%
-$7,440.87 
XLG Invesco S&P 500 Top 50 ETF
-0.69%
-$11,326.04 
EME EMCOR Group, Inc.
-0.67%
-$1,664.78 
MLI Mueller Industries Inc.
-0.61%
-$15,550.36 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.6%
-$5,100.18 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.6%
-$28,020.31 
AMZN Amazon.com Inc
-0.59%
-$37,132.56 
USPX Franklin U.S. Equity Index ETF
-0.58%
-$159,895.32 
QDEC FT Vest Nasdaq-100 Buffer ETF
-0.57%
-$31,207.68 
FLQL Franklin U.S. Large Cap Multisector Fund
-0.55%
-$95,624.74 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
-0.55%
-$2,484.86 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.53%
-$15,677.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.53%
-$8,391.36 
IVV iShares Core S&P 500 ETF
-0.52%
-$11,989.18 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.52%
-$3,108.96 
SPHQ Invesco S&P 500 Quality ETF
-0.52%
-$4,646.4 
IJH iShares Core S&P Mid-Cap ETF
-0.51%
-$1,542 
SPY SPDR S&P 500 ETF Trust
-0.5%
-$3,817.9 
VHT Vanguard Health Care ETF
-0.5%
-$4,932.8 
VOO Vanguard S&P 500 ETF
-0.48%
-$21,658.98 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.47%
-$2,102.78 
QUAL iShares MSCI USA Quality Factor ETF
-0.45%
-$1,265.82 
CSM ProShares Large Cap Core Plus
-0.44%
-$1,022.74 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
-0.42%
-$21,343.31 
FALN iShares Fallen Angels USD Bond ETF
-0.41%
-$1,310.4 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.38%
-$976.58 
TECK Teck Resources Ltd.
-0.36%
-$834.72 
DMAY FT Vest US Equity Deep Buffer Fund
-0.36%
-$876.92 
EALT Bear Family of Funds, Inc.
-0.36%
-$2,133.15 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.34%
-$7,902.72 
UNP Union Pacific Corporation
-0.34%
-$1,157.33 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.32%
-$763.37 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.31%
-$1,550.12 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.31%
-$890.16 
GJAN FT Vest US Equity Moderate Fund B
-0.29%
-$2,723.44 
BUFR FT Vestladder Buffer ETF-USD I
-0.29%
-$673.42 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.29%
-$866.18 
FAPR FT Vest U.S. Equity Buffer ETF
-0.28%
-$2,325.44 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.27%
-$993.36 
DSL DoubleLine Income Solutions Fund
-0.26%
-$1,072.6 
GJUL FT Vest US Equity Moderate Class B
-0.24%
-$792.54 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.24%
-$5,613.95 
XLV Health Care Select Sector SPDR Fund
-0.24%
-$6,397.86 
FLHY Franklin High Yield Corporate Bond Fund
-0.23%
-$3,141.05 
LGOV First Trust Long Duration Opportunities ETF
-0.22%
-$1,055.52 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.22%
-$458.87 
TLT iShares 20+ Year Treasury Bond ETF
-0.22%
-$652.4 
BGLD FT Vest Gold Strategy Quarterly Fund
-0.21%
-$10,191.93 
DJUL FT Vest US Equity Deep Buffer Fund
-0.21%
-$494.08 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
-0.21%
-$441.92 
IJS iShares S&P Small-Cap 600 Value ETF
-0.21%
-$4,459.68 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.21%
-$429.28 
GJUN FT Vest US Equity Moderate Fund
-0.2%
-$1,155.66 
GLD SPDR Gold Shares
-0.2%
-$14,842.33 
DJUN FT VEST US Equity Deep Buffer Fund
-0.2%
-$8,995.6 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
-0.2%
-$1,112.92 
RSP Invesco S&P 500 Equal Weight ETF
-0.2%
-$772.38 
BNDX Vanguard Total International Bond ETF
-0.19%
-$1,359.45 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.19%
-$4,129.06 
MUB iShares National Muni Bond ETF
-0.18%
-$4,372.2 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
-0.17%
-$2,020.95 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.17%
-$8,797.6 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.17%
-$1,001.06 
BLV Vanguard Long-Term Bond ETF
-0.16%
-$504.5 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.15%
-$1,804.2 
FLCO Franklin Investment Grade Corporate ETF
-0.15%
-$4,326.76 
FLMI Franklin Dynamic Municipal Bond ETF
-0.15%
-$4,421.06 
GNOV FT Vest US Equity Moderate B Fund
-0.15%
-$421.12 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.14%
-$329.47 
GFEB FT VEST US Equity Moderate Fund
-0.13%
-$488.58 
RDVI FT Vest Rising Dividend Achievers Fund
-0.12%
-$2,825.93 
GTO Invesco Total Return Bond ETF
-0.12%
-$1,720.45 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.12%
-$421.08 
JBND JPMorgan Active Bond ETF
-0.12%
-$322.44 
HNDL NASDAQ 7 Handl Index ETF
-0.11%
-$272.52 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$349.08 
JMUB JPMorgan Municipal Bond ETF
-0.1%
-$916.55 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.09%
-$256.32 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.09%
-$278.28 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$25,057.92 
BND Vanguard Total Bond Market Index Fund
-0.08%
-$612.04 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.07%
-$548.94 
RDVY First Trust Rising Dividend Achievers ETF
-0.07%
-$1,763.7 
FTCB First Trust Core Investment Grade ETF
-0.07%
-$422.55 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.07%
-$592.34 
BALT Inn Defined Wealth Shield Mutual Fund
-0.07%
-$557.67 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$226.2 
SUB iShares Short-Term National Muni Bond ETF
-0.06%
-$173.09 
AGZ iShares Agency Bond ETF
-0.06%
-$175.92 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.05%
-$657.85 
FLGV Franklin U.S. Treasury Bond ETF
-0.05%
-$3,430.14 
GDEC FT VEST US Equity Moderate B Fund
-0.05%
-$338.4 
AIVL WisdomTree U.S. AI Enhanced Value Fund
-0.04%
-$116.31 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.03%
-$96.48 
EFG iShares MSCI EAFE Growth ETF
-0.03%
-$86.73 
FLCB Franklin U.S. Core Bond ETF
-0.02%
-$5,048.29 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.02%
-$214.47 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.02%
-$74.36 
XDEC FT Vest US Equity Enhance & Opportunities Fund
-0.02%
-$1,224.52 
GMAR FT Vest US Equity Moderate B Fund
-0.02%
-$91.75 
JCPB JPMorgan Core Plus Bond ETF
-0.02%
-$302.86 
PSK SPDR ICE Preferred Securities ETF
-0.02%
-$69.24 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$91.41 
IEI iShares 3-7 Year Treasury Bond ETF
-0.01%
-$350.37 
VRIG Invesco Variable Rate Investment Grade ETF
-0.01%
-$62.15 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1743 | Longs Won 1198/1743 68% | Profit Factor 8.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $270,540.64 |
| Average Win $81,465.34 | Best Trade (Sep 30) $5.42M | Sharpe Ratio -10.38 |
| Average Loss -$22,188.28 | Worst Trade (Oct 15) -$1.18M | Z-Score 11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 6d | Expectancy $49,055 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,634 | $2.09M | $3.67M | - | $1.58M | 75.87% | +0.855% |
| ABBV AbbVie Inc. | 1,325 | $275,073.66 | $376,684.25 | - | $101,610.59 | 36.94% | +0.314% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 112,504 | $2.34M | $2.33M | - | -$8,992.91 | -0.38% | -0.24% |
| AGG iShares Core U.S. Aggregate Bond ETF | 313,224 | $31.33M | $29.86M | - | -$1.47M | -4.7% | -0.084% |
| AGZ iShares Agency Bond ETF | 2,932 | $321,762.36 | $312,903.04 | - | -$8,859.32 | -2.75% | -0.056% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 8,146 | $806,995.1 | $811,830.36 | - | $4,835.26 | 0.6% | -0.747% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 2,077 | $244,857.17 | $276,448.7 | - | $31,591.53 | 12.9% | -0.042% |
| AMD Advanced Micro Devices, Inc. | 984 | $571,615 | $533,406.72 | - | -$38,208.28 | -6.68% | -3.584% |
| AMZN Amazon.com Inc | 24,838 | $4.5M | $6.29M | - | $1.79M | 39.74% | -0.587% |
| ARKX ARK Space & Defense Innovation ETF | 97,359 | $3.32M | $2.93M | - | -$393,330.28 | -11.84% | -1.474% |
| AVEM Avantis Emerging Markets Equity ETF | 3,428 | $330,724 | $306,411.78 | - | -$24,312.22 | -7.35% | -1.123% |
| AVGO Broadcom Inc. | 2,662 | $845,989.22 | $890,092.94 | - | $44,103.72 | 5.21% | -2.893% |
| AZO AutoZone Inc. | 146 | $469,396.93 | $454,389.96 | - | -$15,006.97 | -3.2% | +1.72% |
| BAC Bank of America Corporation | 9,746 | $398,757.79 | $506,889.46 | - | $108,131.67 | 27.12% | +0.6% |
| BAI iShares A.I. Innovation and Tech Active ETF | 6,640 | $350,061 | $277,983.6 | - | -$72,077.4 | -20.59% | -3.381% |
| BALL Ball Corp. | 9,116 | $482,875 | $576,495.84 | - | $93,620.84 | 19.39% | +0.709% |
| BALT Inn Defined Wealth Shield Mutual Fund | 22,306 | $732,747.46 | $781,490.71 | - | $48,743.25 | 6.65% | -0.071% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 6,108 | $746,602.06 | $845,316.66 | - | $98,714.6 | 13.22% | -0.6% |
| BGLD FT Vest Gold Strategy Quarterly Fund | 291,198 | $5.28M | $4.77M | - | -$514,634.85 | -9.74% | -0.213% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 14,821 | $1.36M | $1.36M | - | -$2,447.3 | -0.18% | +0.022% |
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FAQ
Which stocks have generated the highest profits for Andrea Butler?
The largest contributions to the portfolio's profits come from the following stocks: FT Vest Nasdaq-100 Buffer ETF - $9.01M, SPDR Gold Shares - $5.47M, FT Vest Gold Strategy Quarterly Fund - $5.33M, FT Cboe Vest Nasdaq-100 Buffer ETF - March - $3.86M, and VANGUARD TOTAL STOCK MKT ETF - $2.08M. 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: Civitas Resources Inc - $507,696.97, Westlake Corporation - $366,594.45, ON Semiconductor Corporation - $319,849.95, Hudson Technologies Inc - $157,864.1, and Virco Mfg. Corporation - $101,355.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrea Butler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.81M earned over time. The largest contributors to dividend income include FT Vest Gold Strategy Quarterly Fund - $1.2M, iShares Core U.S. Aggregate Bond ETF - $1.11M, Franklin U.S. Core Bond ETF - $815,330.5, iShares TIPS Bond ETF - $742,333.96, and FT Vest US Equity Buffer & Protective Fund - $541,558.54. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrea Butler's monthly returns?
Andrea Butler's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Andrea Butler's strategy be considered aggressive or moderate?
Andrea Butler'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 Andrea Butler's strategy?
Andrea Butler'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.
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