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:
34.22%
Gain -0.03%
Monthly
1.02%
Yearly
12.94%
Drawdown
11.29%
$467.91M
Equity
Holdings
$467.91M
Investment
$420.01M
$88.96M
Profit -$64,601.86
Realized
$41.07M
Unrealized
$47.89M
Dividends
$13.78M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$64,601.86
Win %
70%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$64,601.86
Win %
70%
This Month
Compared to last month
Gain
1.6%
Profit
$7.4M
Win %
70%
This Year
Compared to last year
Gain
0.43%
Profit
$2.03M
Win %
72%
AMD Advanced Micro Devices, Inc.
+6.5%
+$30,877.92 
MU Micron Technology, Inc.
+2.3%
+$9,692.5 
GE General Electric Company
+2.15%
+$4,589.81 
GDX VanEck Gold Miners ETF
+1.93%
+$10,689.6 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.6%
+$16,047.62 
MCK McKesson Corporation
+1.44%
+$15,338.26 
XLE Energy Select Sector SPDR Fund
+1.39%
+$16,690.58 
VDE Vanguard Energy ETF
+1.38%
+$5,800.04 
ON ON Semiconductor Corporation
+1.35%
+$3,675.1 
GEV GE Vernova Inc.
+1.32%
+$5,241.55 
CVX Chevron Corporation
+1.16%
+$5,662.6 
RTX RTX Corporation
+1.13%
+$7,758.84 
XOM Exxon Mobil Corporation
+0.94%
+$4,514.73 
SCHA Schwab U.S. Small-Cap ETF
+0.88%
+$27,763.91 
DIV Global X SuperDividend U.S. ETF
+0.82%
+$2,098.88 
CNQ Canadian Natural Resources Limited
+0.78%
+$2,345.06 
TSLA Tesla, Inc.
+0.68%
+$14,402.85 
QVMT Invesco S&P 500 Concentrated QVM ETF
+0.66%
+$1,456.13 
GLD SPDR Gold Shares
+0.63%
+$48,575.91 
BAC Bank of America Corporation
+0.62%
+$3,898.44 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$2,301.2 
EME EMCOR Group, Inc.
+0.61%
+$1,705.22 
QCOM QUALCOMM Incorporated
+0.61%
+$1,287 
SU Suncor Energy Inc.
+0.6%
+$2,368.86 
XLB Materials Select Sector SPDR Fund
+0.44%
+$3,121.1 
BAI iShares A.I. Innovation and Tech Active ETF
+0.43%
+$1,328 
FDT First Trust Developed Markets ex-US Fund
+0.42%
+$1,535.6 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.39%
+$1,889.45 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$8,164.8 
SPMO Invesco S&P 500 Momentum ETF
+0.39%
+$1,523.97 
MTUM iShares MSCI USA Momentum Factor ETF
+0.37%
+$1,335.75 
DSL DoubleLine Income Solutions Fund
+0.37%
+$1,716.16 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$8,712 
D Dominion Energy, Inc.
+0.34%
+$1,325.72 
KO The Coca-Cola Company
+0.33%
+$921.62 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$2,025.15 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$1,028 
IJS iShares S&P Small-Cap 600 Value ETF
+0.31%
+$7,135.16 
QTUM Defiance Quantum ETF
+0.28%
+$1,373.62 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.27%
+$1,010.24 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.25%
+$5,505.42 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.24%
+$685.37 
VB Vanguard Small-Cap ETF
+0.24%
+$1,685.25 
VXF Vanguard Extended Market ETF
+0.23%
+$1,104.33 
CAT Caterpillar Inc.
+0.23%
+$524.03 
AAPL Apple Inc.
+0.22%
+$7,124.78 
LVHD Franklin U.S. Low Volatility ETF
+0.21%
+$16,906.46 
MCD McDonald's Corporation
+0.21%
+$722.67 
VTV Vanguard Value ETF
+0.2%
+$1,414.92 
PG Procter & Gamble Co
+0.2%
+$960.8 
BLCR iShares Large Cap Core ACT ETF
+0.2%
+$408.6 
RWL Invesco S&P 500 Revenue ETF
+0.19%
+$1,460.36 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.18%
+$4,700.19 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.18%
+$9,795.44 
FVD First Trust Value Line Dividend Index Fund
+0.18%
+$2,745.09 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$4,786.8 
SPHQ Invesco S&P 500 Quality ETF
+0.17%
+$1,584 
SPLV Invesco S&P 500 Low Volatility ETF
+0.17%
+$1,311.44 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.13%
+$490.21 
PEP PepsiCo, Inc.
+0.12%
+$3,671.44 
WTMF WisdomTree Managed Futures Strategy Fund
+0.12%
+$938.15 
LOW Lowe's Companies Inc.
+0.12%
+$326.75 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.11%
+$1,108.73 
XLP Consumer Staples Select Sector SPDR Fund
+0.1%
+$1,833.85 
XMAR FT Vest US Equity Enhanced Fund
+0.08%
+$384.16 
GMAR FT Vest US Equity Moderate B Fund
+0.08%
+$321.12 
EFV iShares MSCI EAFE Value ETF
+0.07%
+$267.96 
FAPR FT Vest U.S. Equity Buffer ETF
+0.07%
+$591.5 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.07%
+$177.56 
QSPT FT Vest Nasdaq-100 Buffer ETF
+0.06%
+$212.22 
GJAN FT Vest US Equity Moderate Fund B
+0.05%
+$501 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$1,931.72 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.05%
+$173.93 
BUFQ FT Nasdaq Buffer ETF July.
+0.05%
+$6,557.96 
XOCT FT VEST US Equity Enhance & Income Fund
+0.05%
+$4,171.22 
GOCT FT Vest US Equity Moderate Fund
+0.05%
+$3,252.98 
HNDL NASDAQ 7 Handl Index ETF
+0.04%
+$109.01 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$249.64 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$526.28 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$160.66 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+0.04%
+$1,959.3 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$93.58 
XJAN FT Vest Enhanced Moderate Buffer ETF - January
+0.04%
+$478.15 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
+0.04%
+$358.36 
JAVA JPMorgan Active Value ETF
+0.04%
+$115.08 
SCHF Schwab International Equity ETF
+0.04%
+$115.6 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$181.68 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.03%
+$185.28 
XIDE FT Vest US Equity Buffer & Protective Fund
+0.03%
+$130.27 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.03%
+$74.88 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.03%
+$107.2 
ARKX ARK Space & Defense Innovation ETF
+0.03%
+$973.59 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$142.29 
GDEC FT VEST US Equity Moderate B Fund
+0.03%
+$169.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$296.42 
JPIE JPMorgan Income ETF
+0.02%
+$70.71 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.02%
+$61.87 
VYMI Vanguard International High Dividend Yield Index Fund
+0.02%
+$43.76 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$73.56 
QDEC FT Vest Nasdaq-100 Buffer ETF
+0.01%
+$743.04 
DSI iShares MSCI KLD 400 Social ETF
+0.01%
+$32.28 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.01%
+$59.62 
FTCS First Trust Capital Strength ETF
+0.01%
+$152.51 
GJUN FT Vest US Equity Moderate Fund
+0.01%
+$40.82 
YJUN First Trust International Equity Moderate ETF
+0.01%
+$175.62 
BGLD FT Vest Gold Strategy Quarterly Fund
+0.01%
+$291.2 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
BKLN Invesco Senior Loan ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
DWX SPDR S&P International Dividend ETF
0%
$0 
PJAN Innovator U.S. Equity Power Buffer ETF - January
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
XJUN FT Vest U.S. Equity Enhanced 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.
-8.46%
-$1,087.7 
AVGO Broadcom Inc.
-5.94%
-$66,097.51 
FSK FS KKR Capital Corp.
-2.21%
-$7,941.64 
SKYY First Trust Cloud Computing ETF
-2.11%
-$8,393.07 
IGV iShares Expanded Tech-Software Sector ETF
-2.07%
-$5,510.99 
INTC Intel Corporation
-1.97%
-$7,331.54 
CSCO Cisco Systems, Inc.
-1.58%
-$5,543.63 
UNP Union Pacific Corporation
-1.38%
-$4,878.59 
FDN First Trust Dow Jones Internet Index Fund
-1.3%
-$11,484.55 
PSIX Power Solutions International, Inc.
-1.29%
-$3,165.69 
MLI Mueller Industries Inc.
-1.08%
-$30,260.16 
AMZN Amazon.com Inc
-0.94%
-$61,598.49 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$3,273.99 
META Meta Platforms Inc Class A
-0.86%
-$12,830.69 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.84%
-$14,304.48 
XNTK SPDR NYSE Technology ETF
-0.68%
-$1,287.63 
TLT iShares 20+ Year Treasury Bond ETF
-0.67%
-$2,050.4 
JNJ Johnson & Johnson
-0.66%
-$2,830.24 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$15,385.33 
QUAL iShares MSCI USA Quality Factor ETF
-0.59%
-$1,662.93 
BLV Vanguard Long-Term Bond ETF
-0.59%
-$1,967.55 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$4,886.5 
GRMN Garmin Ltd.
-0.56%
-$2,193.61 
ABBV AbbVie Inc.
-0.54%
-$1,802 
NNN NNN REIT, Inc.
-0.52%
-$5,563.2 
IXN iShares Global Tech ETF
-0.51%
-$3,403.98 
AZO AutoZone Inc.
-0.51%
-$2,244.04 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$4,589.13 
TDVI FT Vest Technology Dividend Mutual Fund
-0.5%
-$13,528.8 
VHT Vanguard Health Care ETF
-0.48%
-$4,585.81 
MGK Vanguard Mega Cap Growth ETF
-0.46%
-$2,058.84 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.44%
-$1,472.41 
VUG Vanguard Growth ETF
-0.43%
-$5,442.84 
LGOV First Trust Long Duration Opportunities ETF
-0.43%
-$2,111.04 
IYW iShares U.S. Technology ETF
-0.42%
-$1,753.81 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.42%
-$917.73 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
-0.41%
-$4,940.1 
ETN Eaton Corporation plc
-0.4%
-$1,248.51 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$59,885.39 
BNDX Vanguard Total International Bond ETF
-0.4%
-$2,869.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$2,906.35 
WMT Walmart Inc.
-0.39%
-$2,380.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.39%
-$933.12 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$4,998.36 
TECK Teck Resources Ltd.
-0.36%
-$799.94 
V Visa Inc. Class A
-0.36%
-$1,326.02 
VGT Vanguard Information Technology ETF
-0.35%
-$4,748.49 
XLG Invesco S&P 500 Top 50 ETF
-0.33%
-$5,405.61 
PGRO Putnam Focused Large Cap Growth ETF
-0.33%
-$18,715.34 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.32%
-$1,148.4 
EFG iShares MSCI EAFE Growth ETF
-0.32%
-$1,156.4 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$993.48 
MSFT Microsoft Corp.
-0.3%
-$5,644.76 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
-0.29%
-$3,218.9 
JBND JPMorgan Active Bond ETF
-0.28%
-$806.1 
MUB iShares National Muni Bond ETF
-0.28%
-$7,287 
GYLD Arrow Dow Jones Global Yield ETF
-0.28%
-$765.24 
MPC Marathon Petroleum Corporation
-0.27%
-$858.79 
DIEM Franklin Emerging Market Core Dividend Tilt Index ETF
-0.27%
-$2,947.27 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.25%
-$776.11 
GTO Invesco Total Return Bond ETF
-0.25%
-$3,597.32 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.24%
-$1,829.8 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.24%
-$2,251.93 
FLMI Franklin Dynamic Municipal Bond ETF
-0.24%
-$7,578.96 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$826.65 
FLCO Franklin Investment Grade Corporate ETF
-0.24%
-$6,956.06 
FLQL Franklin U.S. Large Cap Multisector Fund
-0.24%
-$41,767.13 
FLCB Franklin U.S. Core Bond ETF
-0.24%
-$50,481.89 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$1,891.76 
PSK SPDR ICE Preferred Securities ETF
-0.23%
-$969.36 
SMA SmartStop Self Storage REIT Inc.
-0.23%
-$4,852.56 
JCPB JPMorgan Core Plus Bond ETF
-0.23%
-$3,180.66 
AVEM Avantis Emerging Markets Equity ETF
-0.22%
-$719.88 
SMH VanEck Semiconductor ETF
-0.22%
-$956.79 
AGZ iShares Agency Bond ETF
-0.22%
-$703.68 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$65,777.04 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$2,750.09 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.21%
-$697.28 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.21%
-$9,164.75 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.21%
-$4,838.4 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.21%
-$1,771.26 
FLGV Franklin U.S. Treasury Bond ETF
-0.2%
-$14,063.57 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$1,515.33 
VOO Vanguard S&P 500 ETF
-0.19%
-$8,586.85 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.19%
-$2,971.94 
IVV iShares Core S&P 500 ETF
-0.18%
-$4,222.77 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$2,048.56 
BALL Ball Corp.
-0.18%
-$1,002.76 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.18%
-$914.1 
XLF Financial Select Sector SPDR Fund
-0.17%
-$1,307 
FALN iShares Fallen Angels USD Bond ETF
-0.17%
-$561.6 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.16%
-$1,353.92 
IYF iShares U.S. Financials ETF
-0.16%
-$402.6 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.16%
-$4,750.65 
TIP iShares TIPS Bond ETF
-0.16%
-$5,920.93 
IEI iShares 3-7 Year Treasury Bond ETF
-0.15%
-$4,204.44 
JMUB JPMorgan Municipal Bond ETF
-0.15%
-$1,374.83 
FTCB First Trust Core Investment Grade ETF
-0.14%
-$845.1 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.14%
-$863.6 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$4,872 
GOOGL Alphabet Inc
-0.13%
-$6,898.16 
QQQM Invesco NASDAQ 100 ETF
-0.13%
-$3,875.5 
USPX Franklin U.S. Equity Index ETF
-0.12%
-$34,849.8 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$9,363.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$5,566.7 
GOOG Alphabet Inc
-0.12%
-$360.79 
IYG iShares U.S. Financial Services ETF
-0.11%
-$1,354.87 
NFLX Netflix, Inc.
-0.1%
-$967.04 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$214.64 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.1%
-$287.15 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$2,250.08 
GFEB FT VEST US Equity Moderate Fund
-0.09%
-$325.72 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
-0.09%
-$396.89 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.08%
-$209.58 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$285.94 
XDEC FT Vest US Equity Enhance & Opportunities Fund
-0.08%
-$4,285.82 
CSM ProShares Large Cap Core Plus
-0.08%
-$186.34 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$545.94 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.08%
-$1,687.8 
JPM JPMorgan Chase & Co.
-0.07%
-$244.07 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.07%
-$156.87 
NVDA NVIDIA Corporation
-0.06%
-$2,857.26 
EALT Bear Family of Funds, Inc.
-0.05%
-$321.5 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$133.15 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.04%
-$165.57 
DMAY FT Vest US Equity Deep Buffer Fund
-0.04%
-$105.23 
FLHY Franklin High Yield Corporate Bond Fund
-0.04%
-$571.1 
DJUL FT Vest US Equity Deep Buffer Fund
-0.04%
-$90.16 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$983.43 
RDVY First Trust Rising Dividend Achievers ETF
-0.04%
-$881.85 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.04%
-$111.54 
QJUN FT Vest Nasdaq-100 Buffer ETF
-0.03%
-$953.82 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
-0.03%
-$60.76 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.03%
-$65.25 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$1,567.92 
VRIG Invesco Variable Rate Investment Grade ETF
-0.02%
-$135.1 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.01%
-$137.51 
XJUL FT Vest US Equity Enhanced Fund
-0.01%
-$58.75 
GNOV FT Vest US Equity Moderate B Fund
-0.01%
-$32.9 
GJUL FT Vest US Equity Moderate Class B
-0.01%
-$36.09 
DJUN FT VEST US Equity Deep Buffer Fund
-0.01%
-$449.78 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1743 | Longs Won 1213/1743 69% | Profit Factor 8.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $273,159 |
| Average Win $80,720.89 | Best Trade (Sep 30) $5.42M | Sharpe Ratio -77.48 |
| Average Loss -$21,167.6 | Worst Trade (Aug 15) -$1.8M | Z-Score 13.01 (100%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $51,039.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,634 | $2.09M | $3.25M | - | $1.17M | 55.99% | +0.219% |
| ABBV AbbVie Inc. | 1,325 | $275,073.66 | $330,534.51 | - | $55,460.85 | 20.16% | -0.542% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 112,504 | $2.34M | $2.33M | - | -$5,629.04 | -0.24% | -0.096% |
| AGG iShares Core U.S. Aggregate Bond ETF | 313,224 | $31.33M | $30.53M | - | -$799,288.12 | -2.55% | -0.215% |
| AGZ iShares Agency Bond ETF | 2,932 | $321,762.36 | $318,649.76 | - | -$3,112.6 | -0.97% | -0.22% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 8,146 | $806,995.1 | $1.02M | - | $209,218.4 | 25.93% | +1.604% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 2,077 | $244,857.17 | $283,074.31 | - | $38,217.14 | 15.61% | +0.243% |
| AMD Advanced Micro Devices, Inc. | 984 | $571,615 | $506,159.77 | - | -$65,455.23 | -11.45% | +6.497% |
| AMZN Amazon.com Inc | 24,838 | $4.5M | $6.52M | - | $2.02M | 44.92% | -0.935% |
| ARKX ARK Space & Defense Innovation ETF | 97,359 | $3.32M | $3.39M | - | $72,045.74 | 2.17% | +0.029% |
| AVEM Avantis Emerging Markets Equity ETF | 3,428 | $330,724 | $321,066.48 | - | -$9,657.52 | -2.92% | -0.224% |
| AVGO Broadcom Inc. | 2,662 | $845,989.22 | $1.05M | - | $200,150.13 | 23.66% | -5.943% |
| AZO AutoZone Inc. | 146 | $469,396.93 | $441,650 | - | -$27,746.93 | -5.91% | -0.506% |
| BAC Bank of America Corporation | 9,746 | $398,757.79 | $628,519.54 | - | $229,761.75 | 57.62% | +0.624% |
| BAI iShares A.I. Innovation and Tech Active ETF | 6,640 | $350,061 | $310,552.8 | - | -$39,508.2 | -11.29% | +0.429% |
| BALL Ball Corp. | 9,116 | $482,875 | $563,551.12 | - | $80,676.12 | 16.71% | -0.178% |
| BALT Inn Defined Wealth Shield Mutual Fund | 22,306 | $732,747.46 | $774,910.44 | - | $42,162.98 | 5.75% | 0.0 |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 6,108 | $746,602.06 | $855,791.88 | - | $109,189.82 | 14.62% | -0.207% |
| BGLD FT Vest Gold Strategy Quarterly Fund | 291,198 | $5.28M | $4.92M | - | -$360,008.71 | -6.82% | +0.006% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 14,821 | $1.36M | $1.36M | - | -$2,891.93 | -0.21% | +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 - $2.07M. 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 $13.78M 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 - $1.01M, Franklin U.S. Core Bond ETF - $742,796.67, iShares TIPS Bond ETF - $742,333.96, and FT Vest US Equity Buffer & Protective Fund - $539,523.72. 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.
