Andrew Burkey Portfolio
Invests via Joseph Group Capital Management | Managed by The Joseph Group Capital Management, Alex Durbin, CFA
Invests via Joseph Group Capital Management
Managed by The Joseph Group Capital Management, Alex Durbin, CFA
Automatically Tracked
Andrew Burkey Profile
Andrew Burkey has developed a robust career in corporate strategy and business development across various industries. His extensive experience encompasses scaling companies, fostering strategic partnerships, and spearheading initiatives that drive operational excellence. Notably recognized for his innovative approach to market expansion, he plays a crucial role in positioning businesses to seize new growth opportunities. Andrew's educational background equips him with analytical skills and insights that are critical for navigating complex corporate landscapes. His influence extends beyond organizational boundaries as he actively engages with industry stakeholders to forge alliances that enhance competitive advantage.
Andrew Burkey has developed a robust career in corporate strategy and business development across various industries. His extensive experience encompasses scaling companies, fostering strategic partnerships, and spearheading initiatives that drive operational excellence. Notably recognized for his innovative approach to market expansion, he plays a crucial role in positioning businesses to seize new growth opportunities. Andrew's educational background equips him with analytical skills and insights that are critical for navigating complex corporate landscapes. His influence extends beyond organizational boundaries as he actively engages with industry stakeholders to forge alliances that enhance competitive advantage.
Investment Philosophy & Strategy
In today's competitive landscape, Andrew Burkey employs a growth-oriented investment philosophy that prioritizes transformative opportunities. Leveraging his expertise in corporate strategy and operational improvement, he identifies high-potential ventures capable of substantial market disruption. His approach emphasizes building scalable business models that align with emerging consumer trends and technological advancements. By fostering strategic partnerships and alliances, he enhances the likelihood of sustained profitability while navigating complex industry dynamics. With a keen eye on innovation as a driver for expansion, decision-making is informed by an understanding of how market shifts can create advantageous entry points.
In today's competitive landscape, Andrew Burkey employs a growth-oriented investment philosophy that prioritizes transformative opportunities. Leveraging his expertise in corporate strategy and operational improvement, he identifies high-potential ventures capable of substantial market disruption. His approach emphasizes building scalable business models that align with emerging consumer trends and technological advancements. By fostering strategic partnerships and alliances, he enhances the likelihood of sustained profitability while navigating complex industry dynamics. With a keen eye on innovation as a driver for expansion, decision-making is informed by an understanding of how market shifts can create advantageous entry points.
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:
104.09%
Gain -0.67%
Monthly
0.93%
Yearly
11.78%
Drawdown
24.15%
$486.27M
Equity
Holdings
$486.27M
Investment
$395.68M
$111.66M
Profit -$1.31M
Realized
$21.07M
Unrealized
$90.59M
Dividends
$22.19M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$1.31M
Win %
68%
This Week
Compared To Last Week
Gain
-1.52%
Profit
-$7.5M
Win %
68%
This Month
Compared to last month
Gain
-1.4%
Profit
-$6.91M
Win %
68%
This Year
Compared to last year
Gain
2.1%
Profit
$9.99M
Win %
67%
ANET
ANET
+29.62%
+$12.42 
MSI Motorola Solutions, Inc.
+8.14%
+$2,281.6 
PH Parker-Hannifin Corporation
+7.31%
+$610,099.93 
EOG EOG Resources, Inc.
+6.92%
+$1,430.66 
CVS CVS Health Corporation
+6.3%
+$1,575 
DXCM DexCom, Inc.
+5.18%
+$492.2 
BDX Becton, Dickinson and Company
+4.65%
+$468.46 
ON ON Semiconductor Corporation
+4.54%
+$596.79 
XLE Energy Select Sector SPDR Fund
+3.91%
+$4,583.04 
MET MetLife Inc.
+3.89%
+$797.68 
MCHP Microchip Technology Incorporated
+3.7%
+$544.32 
NXPI NXP Semiconductors N.V.
+2.79%
+$567.6 
COR Cencora, Inc.
+2.46%
+$257.07 
DVN Devon Energy Corporation
+2.42%
+$148.92 
ZTS Zoetis Inc.
+2.22%
+$174.9 
AMD Advanced Micro Devices, Inc.
+2.21%
+$5,304.38 
WM Waste Management, Inc.
+2.1%
+$695.6 
FDX FedEx Corporation
+2.01%
+$411.84 
ETR Entergy Corporation
+1.87%
+$362 
FANG Diamondback Energy Inc
+1.86%
+$204.14 
STX Seagate Technology Holdings plc
+1.82%
+$1,009.14 
QCOM QUALCOMM Incorporated
+1.82%
+$755.04 
ETN Eaton Corporation plc
+1.76%
+$153,144.9 
CI The Cigna Group
+1.74%
+$267.62 
CMCSA Comcast Corp
+1.7%
+$366.24 
GRMN Garmin Ltd.
+1.59%
+$221.26 
BKR Baker Hughes Company
+1.58%
+$218.4 
CBOE Cboe Global Markets Inc.
+1.55%
+$207.27 
AVGO Broadcom Inc.
+1.54%
+$85,922.48 
COP ConocoPhillips
+1.5%
+$524.6 
DTE DTE Energy Company
+1.48%
+$164.8 
TJX The TJX Companies, Inc.
+1.34%
+$1,091.4 
KLAC KLA Corporation
+1.26%
+$1,180.97 
FAST Fastenal Co.
+1.25%
+$265.62 
PGR Progressive Corporation
+1.21%
+$61,295.88 
GWW W.W. Grainger, Inc.
+1.2%
+$215.32 
KR Kroger Co.
+1.13%
+$47,789.44 
CVX Chevron Corporation
+1.12%
+$53,445.48 
NEM Newmont Corporation
+1.09%
+$295.26 
HWM Howmet Aerospace Inc.
+1%
+$395.55 
WBD Warner Bros. Discovery, Inc.
+0.91%
+$166.15 
META Meta Platforms Inc Class A
+0.9%
+$3,285.99 
BMY Bristol-Myers Squibb Company
+0.82%
+$195.52 
NOW ServiceNow, Inc.
+0.79%
+$310.96 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
+0.77%
+$121.32 
IGF iShares Global Infrastructure ETF
+0.77%
+$1,798.78 
HOOD Robinhood Markets, Inc.
+0.77%
+$190.99 
VICI Vici Properties Inc.
+0.72%
+$60.23 
CINF Cincinnati Financial Corporation
+0.71%
+$76.86 
COST Costco Wholesale Corporation
+0.62%
+$785.24 
JCI Johnson Controls International plc
+0.59%
+$162 
TTE TotalEnergies SE
+0.53%
+$42.3 
KMI Kinder Morgan, Inc.
+0.53%
+$139.59 
DEW WisdomTree Global High Dividend Fund
+0.5%
+$74,736 
DE Deere & Company
+0.46%
+$167.56 
AAPL Apple Inc.
+0.45%
+$40,985.59 
ADI Analog Devices, Inc.
+0.45%
+$277.02 
VZ Verizon Communications Inc.
+0.45%
+$196.56 
MTB M&T Bank Corporation
+0.45%
+$32.48 
MLM Martin Marietta Materials, Inc.
+0.44%
+$26.95 
GD General Dynamics Corporation
+0.44%
+$109.2 
ACGL Arch Capital Group Ltd
+0.43%
+$34.4 
GOOG Alphabet Inc
+0.43%
+$2,267.65 
CTAS Cintas Corporation
+0.37%
+$69 
CPRT Copart Inc.
+0.35%
+$35 
PAYX Paychex Inc.
+0.31%
+$65.49 
V Visa Inc. Class A
+0.28%
+$24,324.07 
HON Honeywell International Inc.
+0.27%
+$48.91 
MDLZ Mondelez International, Inc.
+0.24%
+$94.05 
PEP PepsiCo, Inc.
+0.23%
+$76.16 
ACN Accenture plc Class A
+0.22%
+$70.3 
WELL Welltower Inc.
+0.22%
+$111.28 
RWO SPDR Dow Jones Global Real Estate ETF
+0.22%
+$340.01 
DOV Dover Corporation
+0.21%
+$22.88 
VUSB Vanguard Ultra-Short Bond ETF
+0.2%
+$1,998.1 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$8,308.72 
DRI Darden Restaurants, Inc.
+0.2%
+$10.66 
EXC Exelon Corporation
+0.17%
+$27.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.17%
+$266 
WAB Wabtec Corporation
+0.17%
+$28.56 
SYY Sysco Corporation
+0.17%
+$24.36 
AON Aon plc
+0.16%
+$57.42 
RMD ResMed Inc.
+0.15%
+$16.08 
MRSH Marsh & McLennan Companies, Inc.
+0.15%
+$47.88 
SYK Stryker Corporation
+0.12%
+$22 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$12,882.12 
MA Mastercard Incorporated
+0.11%
+$146.94 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$2,464.32 
ED Consolidated Edison, Inc.
+0.08%
+$12.06 
CWI SPDR MSCI ACWI ex-US ETF
+0.06%
+$8.05 
CNP CenterPoint Energy Inc.
+0.05%
+$6.12 
SHYM iShares High Yield Bond ETF
+0.04%
+$527.76 
ELV Elevance Health, Inc.
+0.04%
+$8.96 
USB U.S. Bancorp
+0.03%
+$7.4 
FISV Fiserv, Inc.
+0.03%
+$3.02 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.02%
+$292.5 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$37.31 
A Agilent Technologies Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
ADSK Autodesk, Inc.
0%
$0 
ADM Archer-Daniels-Midland Co
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BSX Boston Scientific Corporation
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CCL Carnival Corporation Ltd.
0%
$0 
CCI Crown Castle Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CIEN Ciena Corporation
0%
$0 
CION Cion Investment Corporation
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
COHR Coherent Corp.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DASH DoorDash, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
EQT EQT Corporation
0%
$0 
ES Eversource Energy
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
EXR Extra Space Storage Inc.
0%
$0 
F Ford Motor Company
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HAL Halliburton Company
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
JBL Jabil Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LITE Lumentum Holdings Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LYV Live Nation Entertainment, Inc.
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCO Moody's Corporation
0%
$0 
MMM 3M Company
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSCI MSCI Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
OKE ONEOK, Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PG Procter & Gamble Co
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PPL PPL Corporation
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
PWR Quanta Services Inc.
0%
$0 
RCL Royal Caribbean Group
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
ROST Ross Stores, Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SLB Schlumberger Limited
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SO The Southern Company
0%
$0 
SRE Sempra
0%
$0 
STT State Street Corp
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
SYF Synchrony Financial
0%
$0 
T AT&T Inc.
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TER Teradyne, Inc.
0%
$0 
TGT Target Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TT Trane Technologies plc
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VST Vistra Corp
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
WDC Western Digital Corporation
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
PJP Invesco Pharmaceuticals ETF
0%
$0 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
SEPI SeaEscape Entertainment, Inc.
0%
$0 
CCNR ALPS Clean Energy ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
-19.66%
-$7,145.31 
IBP Installed Building Products Inc.
-7.69%
-$346,144.61 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.88%
-$28,338.38 
XYZ Block, Inc.
-5.39%
-$1,402.86 
GLDM SPDR Gold MiniShares Trust
-4.63%
-$205,139.1 
AMGN Amgen Inc.
-4.37%
-$250,871.67 
BA Boeing Company
-3.35%
-$1,310.52 
IQV IQVIA Holdings Inc.
-3.33%
-$565.2 
CATH Global X S&P 500 Catholic Values ETF
-3.17%
-$17,931.42 
KMB Kimberly-Clark Corporation
-3.1%
-$748.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-2.98%
-$462,543.57 
DFIS Dimensional International Small Cap ETF
-2.7%
-$18,650.28 
MU Micron Technology, Inc.
-2.6%
-$8,120 
LIN Linde plc
-2.58%
-$2,381.96 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-2.51%
-$9,121.42 
FTNT Fortinet Inc.
-2.45%
-$1,326.6 
DHR Danaher Corporation
-2.44%
-$453.84 
EXPE Expedia Group, Inc.
-2.38%
-$349.6 
CRH CRH plc
-2.35%
-$298.45 
TPR Tapestry Inc.
-2.22%
-$314.17 
SCHV Schwab U.S. Large-Cap Value ETF
-2.18%
-$99,937.72 
KKR KKR & Co. Inc.
-2.18%
-$837.2 
HCA HCA Healthcare Inc.
-2.17%
-$294.03 
D Dominion Energy, Inc.
-2.15%
-$464.52 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$50,359.86 
UNH UnitedHealth Group Incorporated
-2.13%
-$2,660.34 
CVNA Carvana Co.
-2.09%
-$371.2 
ODFL Old Dominion Freight Line, Inc.
-1.87%
-$379.76 
ISRG Intuitive Surgical, Inc.
-1.85%
-$478.51 
INTU Intuit Inc.
-1.84%
-$482.4 
ROK Rockwell Automation, Inc.
-1.83%
-$453.75 
DIVI Franklin International Core Dividend Tilt Index ETF
-1.81%
-$138,844 
GE General Electric Company
-1.75%
-$1,734.2 
GEV GE Vernova Inc.
-1.74%
-$1,660.04 
DFAI Dimensional International Core Equity Market ETF
-1.7%
-$573,447.23 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-1.67%
-$356,817.16 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-1.66%
-$439.35 
PPG PPG Industries Inc.
-1.65%
-$86.24 
MDYV SPDR S&P 400 Mid Cap Value ETF
-1.64%
-$4,624.66 
OTIS Otis Worldwide Corporation
-1.57%
-$112.7 
PFE Pfizer Inc.
-1.55%
-$321.6 
SDG iShares MSCI Global Sustainable Development Goals ETF
-1.53%
-$174.51 
NEE NextEra Energy, Inc.
-1.5%
-$802.38 
HPE Hewlett Packard Enterprise Company
-1.48%
-$341.28 
BJAN Innovator U.S. Equity Buffer ETF - January
-1.48%
-$2,048.03 
NFLX Netflix, Inc.
-1.43%
-$1,010.18 
TRV The Travelers Companies, Inc.
-1.39%
-$492.9 
APO Apollo Global Management, Inc.
-1.38%
-$226.7 
HBAN Huntington Bancshares Incorporated
-1.36%
-$121.44 
IBM International Business Machines Corporation
-1.35%
-$899.94 
AMP Ameriprise Financial, Inc.
-1.33%
-$163.9 
AME Ametek Inc.
-1.33%
-$243.36 
GOOGL Alphabet Inc
-1.29%
-$101,097.14 
IRM Iron Mountain Inc.
-1.27%
-$183.06 
INTC Intel Corporation
-1.24%
-$1,938.75 
XYL Xylem Inc.
-1.22%
-$101.32 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$1,047.28 
HIG The Hartford Insurance Group, Inc.
-1.18%
-$123.37 
ARES Ares Management Corporation
-1.15%
-$99.2 
HUBB Hubbell Inc.
-1.14%
-$76.05 
FITB Fifth Third Bancorp
-1.11%
-$65,398.4 
KDP Keurig Dr Pepper Inc.
-1.09%
-$82.41 
EEM iShares MSCI Emerging Markets ETF
-1.06%
-$1,011.5 
JNJ Johnson & Johnson
-1.03%
-$1,566.75 
VRT Vertiv Holdings Co
-1%
-$177.28 
NDAQ Nasdaq, Inc.
-0.99%
-$191.76 
IHF iShares U.S. Healthcare Providers ETF
-0.99%
-$456.4 
ABBV AbbVie Inc.
-0.97%
-$1,010.4 
GM General Motors Company
-0.95%
-$393.55 
RPM RPM International Inc.
-0.92%
-$48,926.82 
PANW Palo Alto Networks, Inc.
-0.87%
-$1,055.61 
ITW Illinois Tool Works Inc.
-0.85%
-$288.42 
HLT Hilton Worldwide Holdings Inc.
-0.84%
-$356.2 
ECL Ecolab Inc.
-0.82%
-$205.04 
ALL Allstate Corporation
-0.77%
-$229.39 
SPGI S&P Global Inc.
-0.77%
-$486.7 
EIX Edison International
-0.71%
-$51.9 
LOW Lowe's Companies Inc.
-0.7%
-$1,827.98 
GILD Gilead Sciences Inc.
-0.68%
-$294.3 
MCK McKesson Corporation
-0.67%
-$81.9 
AXP American Express Company
-0.65%
-$371.64 
TSLA Tesla, Inc.
-0.63%
-$1,636.19 
AEE Ameren Corporation
-0.62%
-$89.08 
BLK BlackRock, Inc.
-0.59%
-$256.5 
ADBE Adobe Inc.
-0.56%
-$181.25 
O Realty Income Corporation
-0.54%
-$138.38 
APH Amphenol Corporation
-0.53%
-$216.58 
SAMT Strategas Macro Thematic Opportunities ETF
-0.52%
-$46,026.22 
TFC Truist Financial Corporation
-0.49%
-$53.04 
JPM JPMorgan Chase & Co.
-0.48%
-$42,213.96 
MEDP Medpace Holdings Inc.
-0.47%
-$13,675.34 
CTVA Corteva Inc.
-0.46%
-$78.12 
HUM Humana Inc.
-0.46%
-$48.14 
EQIX Equinix, Inc.
-0.44%
-$308.21 
ICE Intercontinental Exchange, Inc.
-0.43%
-$100.48 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$225 
XLV Health Care Select Sector SPDR Fund
-0.37%
-$22.14 
SCHA Schwab U.S. Small-Cap ETF
-0.33%
-$4,579.76 
WMT Walmart Inc.
-0.33%
-$479.89 
KO The Coca-Cola Company
-0.31%
-$381.51 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
-0.3%
-$20,338.8 
CL Colgate-Palmolive Company
-0.3%
-$102.76 
MNST Monster Beverage Corporation
-0.3%
-$59.64 
VTR Ventas Inc.
-0.29%
-$23.49 
LHX L3Harris Technologies, Inc.
-0.29%
-$22.96 
IYW iShares U.S. Technology ETF
-0.27%
-$51 
VPLS Vanguard Core-Plus Bond ETF
-0.26%
-$425.1 
CEG Constellation Energy Corporation
-0.24%
-$33.54 
ABT Abbott Laboratories
-0.24%
-$147.25 
TEL TE Connectivity plc
-0.23%
-$29.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$68,046.6 
BIIB Biogen Inc.
-0.17%
-$8.75 
CME CME Group Inc.
-0.16%
-$28.38 
MUB iShares National Muni Bond ETF
-0.15%
-$4,304.16 
FTLS First Trust Long/Short Equity ETF
-0.14%
-$13.86 
AMZN Amazon.com Inc
-0.14%
-$8,991.61 
PM Philip Morris International Inc.
-0.14%
-$126.93 
NTRS Northern Trust Corporation
-0.13%
-$15.84 
APD Air Products and Chemicals, Inc.
-0.13%
-$25.84 
ATO Atmos Energy Corporation
-0.13%
-$9.46 
IBKR Interactive Brokers Group Inc.
-0.12%
-$8.91 
HYD VanEck High Yield Muni ETF
-0.12%
-$1,270.14 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$31,366.56 
NVDA NVIDIA Corporation
-0.1%
-$1,796.07 
UAL United Airlines Holdings, Inc.
-0.1%
-$13.02 
MOAT VanEck Morningstar Wide Moat Fund
-0.1%
-$15,141.39 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$394.45 
MDT Medtronic plc
-0.09%
-$22.5 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$34,482.4 
CBRE CBRE Group Inc.
-0.07%
-$16.5 
WAT Waters Corporation
-0.05%
-$10.54 
JNK SPDR Bloomberg High Yield Bond ETF
-0.05%
-$119.11 
SUB iShares Short-Term National Muni Bond ETF
-0.04%
-$2.24 
UNP Union Pacific Corporation
-0.03%
-$12.08 
BKNG Booking Holdings Inc.
-0.01%
-$4.68 
WDAY Workday Inc.
0%
-$0.46 
RSPF Invesco S&P 500 Equal Weight Financials ETF
0%
-$238.7 
MPWR Monolithic Power Systems, Inc.
0%
-$0.12 Events
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Dividends
Dividend Analysis
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| Trades 2140 | Longs Won 1390/2140 64% | Profit Factor 7.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $319,714.66 |
| Average Win $93,502.4 | Best Trade (Sep 08) $7.15M | Sharpe Ratio -9.01 |
| Average Loss -$24,406.56 | Worst Trade (Sep 10) -$1.67M | Z-Score 9.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w | Expectancy $52,179.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 84 | $11,027.27 | $11,853.24 | - | $825.97 | 7.49% | 0.0 |
| AAPL Apple Inc. | 29,068 | $6M | $9.08M | - | $3.08M | 51.35% | +0.453% |
| ABBV AbbVie Inc. | 421 | $94,726.44 | $102,639.8 | - | $7,913.36 | 8.35% | -0.975% |
| ABNB Airbnb, Inc. | 170 | $22,338.82 | $25,923.3 | - | $3,584.48 | 16.05% | 0.0 |
| ABT Abbott Laboratories | 589 | $75,197.35 | $62,115.94 | - | -$13,081.41 | -17.4% | -0.236% |
| ACGL Arch Capital Group Ltd | 80 | $7,695.82 | $7,961.6 | - | $265.78 | 3.45% | +0.434% |
| ACN Accenture plc Class A | 185 | $36,512.63 | $31,655.35 | - | -$4,857.28 | -13.3% | +0.223% |
| ADBE Adobe Inc. | 125 | $36,478.87 | $32,233.75 | - | -$4,245.12 | -11.64% | -0.559% |
| ADI Analog Devices, Inc. | 162 | $51,222.05 | $61,462.8 | - | $10,240.75 | 19.99% | +0.453% |
| ADM Archer-Daniels-Midland Co | 145 | $10,725.55 | $11,249.1 | - | $523.55 | 4.88% | 0.0 |
| ADP Automatic Data Processing Inc. | 206 | $46,542.76 | $55,638.54 | - | $9,095.78 | 19.54% | 0.0 |
| ADSK Autodesk, Inc. | 77 | $19,962.27 | $18,482.31 | - | -$1,479.96 | -7.41% | 0.0 |
| AEE Ameren Corporation | 131 | $14,496.24 | $14,183.37 | - | -$312.87 | -2.16% | -0.624% |
| AEP American Electric Power Company, Inc. | 39,115 | $3.79M | $4.95M | - | $1.16M | 30.46% | 0.0 |
| AFL Aflac Inc. | 157 | $18,408.25 | $19,712.92 | - | $1,304.67 | 7.09% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,507 | $148,266.19 | $147,248.97 | - | -$1,017.22 | -0.69% | 0.0 |
| AIG American International Group Inc. | 84 | $6,321 | $6,730.08 | - | $409.08 | 6.47% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 142 | $32,819.62 | $35,646.26 | - | $2,826.64 | 8.61% | 0.0 |
| ALL Allstate Corporation | 113 | $25,379.9 | $29,669.28 | - | $4,289.38 | 16.9% | -0.767% |
| AMAT Applied Materials, Inc. | 294 | $117,376.17 | $157,066.56 | - | $39,690.39 | 33.81% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Andrew Burkey?
The largest contributions to the portfolio's profits come from the following stocks: Lam Research Corporation - $6.14M, SPDR Gold MiniShares Trust - $4.5M, JPMorgan Core Plus Bond ETF - $3.61M, Innovator U.S. Equity Power Buffer ETF - $3.35M, and First Trust NASDAQ Cybersecurity ETF - $2.99M. 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: Innovator U.S. Equity Buffer ETF - January - $824,720.15, Pfizer Inc - $805,565.58, Salesforce Inc - $797,626.65, Sotera Health Company - $723,380.22, and SPDR S&P Regional Banking ETF - $661,914.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Burkey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.19M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $3.62M, Schwab U.S. TIPS ETF - $2.97M, WisdomTree Global High Dividend Fund - $2.04M, Vanguard Total International Stock Index Fund Investor Shares - $1.55M, and AT&T Inc - $721,652.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Burkey's monthly returns?
Andrew Burkey's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Andrew Burkey's strategy be considered aggressive or moderate?
Andrew Burkey's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Andrew Burkey's strategy?
Andrew Burkey's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
