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:
116.19%
Gain -1.28%
Monthly
0.9%
Yearly
11.3%
Drawdown
24.15%
$483.77M
Equity
Holdings
$483.77M
Investment
$395.68M
$109.18M
Profit -$2.87M
Realized
$21.09M
Unrealized
$88.1M
Dividends
$23.13M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.28%
Profit
-$2.87M
Win %
68%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$1.03M
Win %
68%
This Month
Compared to last month
Gain
1.08%
Profit
$5.15M
Win %
68%
This Year
Compared to last year
Gain
1.57%
Profit
$7.49M
Win %
68%
CCI Crown Castle Inc.
+9.58%
+$1,510 
SLB SLB N.V.
+6.72%
+$1,278.72 
PANW Palo Alto Networks, Inc.
+6.14%
+$7,259.4 
CRWD CrowdStrike Holdings, Inc.
+6.06%
+$6,114.08 
DDOG Datadog Inc. Class A
+5.59%
+$1,930.94 
HAL Halliburton Company
+5.14%
+$371.69 
FANG Diamondback Energy Inc.
+4.6%
+$534.54 
DVN Devon Energy Corporation
+4.42%
+$317.55 
TRGP Targa Resources Corp.
+4.27%
+$878.27 
COP ConocoPhillips
+3.86%
+$1,714.1 
EOG EOG Resources, Inc.
+3.61%
+$877.8 
BKR Baker Hughes Company
+3.59%
+$430.73 
AMT American Tower Corporation
+3.25%
+$1,294.29 
HPE Hewlett Packard Enterprise Company
+3.21%
+$768.96 
OXY Occidental Petroleum Corp.
+3.2%
+$438 
MU Micron Technology Inc.
+3.18%
+$9,523.5 
CBOE Cboe Global Markets Inc.
+2.98%
+$459.66 
ISRG Intuitive Surgical Inc.
+2.76%
+$845.94 
FTNT Fortinet, Inc.
+2.67%
+$1,521.3 
TTE TotalEnergies SE
+2.65%
+$226.54 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.64%
+$13,379.27 
KMI Kinder Morgan Inc.
+2.61%
+$744.48 
JBL Jabil Inc.
+2.59%
+$291.06 
XLE State Street Energy Select Sector SPDR ETF
+2.58%
+$3,570.27 
OKE ONEOK, Inc.
+2.46%
+$632.94 
CVX Chevron Corporation
+2.44%
+$141,668.88 
BP BP Plc Sponsored ADR
+2.38%
+$217.77 
LMT Lockheed Martin Corporation
+2.34%
+$537.81 
XOM ExxonMobil Holdings Corporation
+2.3%
+$3,706.4 
HONA Honeywell Aerospace Inc.
+2.25%
+$245.53 
DELL Dell Technologies Inc. Class C Common Stock
+2.05%
+$976.5 
SNPS Synopsys Inc.
+2.02%
+$478.8 
CDNS Cadence Design Systems, Inc.
+1.93%
+$590.53 
EQT EQT Corporation
+1.82%
+$95.52 
WMB The Williams Companies, Inc.
+1.79%
+$436.43 
AMD Advanced Micro Devices Inc.
+1.64%
+$4,166.65 
STLD Steel Dynamics, Inc.
+1.59%
+$133.7 
APH Amphenol Corp. Class A Common Stock
+1.54%
+$1,071 
LITE Lumentum Holdings Inc.
+1.52%
+$114.6 
TXN Texas Instruments Inc.
+1.51%
+$1,488.19 
MEDP Medpace Holdings, Inc.
+1.51%
+$49,161.35 
NTAP NetApp, Inc.
+1.5%
+$108.46 
IGV iShares Expanded Tech-Software Sector ETF
+1.47%
+$169,761.6 
KEYS Keysight Technologies, Inc.
+1.45%
+$261.58 
INTC Intel Corporation
+1.37%
+$1,814.67 
ORCL Oracle Corporation
+1.33%
+$821.64 
CSCO Cisco Systems, Inc.
+1.25%
+$1,894.26 
COHR Coherent Corp.
+1.19%
+$125.97 
AMAT Applied Materials Inc.
+1.08%
+$1,187.76 
TER Teradyne, Inc.
+1.07%
+$323.4 
FCX Freeport-McMoRan Inc.
+1%
+$225.1 
ADI Analog Devices, Inc.
+0.96%
+$603.29 
HCA HCA Healthcare, Inc.
+0.96%
+$148.5 
JCI Johnson Controls International plc
+0.93%
+$239.4 
QCOM QUALCOMM Incorporated
+0.87%
+$398.64 
GLW Corning Incorporated
+0.86%
+$285.69 
Q Qnity Electronics Inc.
+0.85%
+$71.42 
ABT Abbott Laboratories
+0.85%
+$512.43 
DOV Dover Corporation
+0.82%
+$83.72 
NUE Nucor Corporation
+0.8%
+$173.04 
AXON Axon Enterprise, Inc.
+0.72%
+$95.04 
HUBB Hubbell Inc.
+0.71%
+$41.34 
RMD ResMed Inc.
+0.66%
+$80.64 
ROK Rockwell Automation Inc.
+0.64%
+$149.6 
MSFT Microsoft Corporation Common Stock
+0.61%
+$60,547.2 
EMR Emerson Electric Co.
+0.58%
+$105.66 
NTRS Northern Trust Corporation
+0.57%
+$62.7 
SNDK Sandisk Corp.
+0.5%
+$350.56 
HUM Humana Inc.
+0.46%
+$56.26 
IYW iShares U.S. Technology ETF
+0.45%
+$84.37 
AME AMETEK, Inc.
+0.42%
+$72 
NOW ServiceNow Inc.
+0.41%
+$218.01 
ABBV AbbVie Inc.
+0.4%
+$484.15 
IBM International Business Machines Corporation
+0.4%
+$281.58 
CIEN Ciena Corp.
+0.37%
+$56.87 
LRCX Lam Research Corp.
+0.33%
+$13,955.88 
HON Honeywell International Inc.
+0.32%
+$51.47 
AVGO Broadcom Inc.
+0.32%
+$13,875.68 
BA The Boeing Company
+0.32%
+$97.8 
STX Seagate Technology Holdings plc
+0.3%
+$129.03 
EEM iShares MSCI Emerging Markets ETF
+0.26%
+$231.2 
HBAN HubSpot Inc.
+0.26%
+$20.24 
SYK Stryker Corp.
+0.25%
+$41.8 
ADM Archer-Daniels-Midland Company
+0.24%
+$27.55 
DXCM DexCom Inc.
+0.24%
+$21.22 
MPC Marathon Petroleum Corp.
+0.16%
+$15,119.28 
MUB iShares National Muni Bond ETF
+0.13%
+$3,497.13 
CMI Cummins Inc.
+0.11%
+$33.06 
DEW WisdomTree Global High Dividend Fund
+0.09%
+$13,763.88 
CCNR ALPS CoreCommodity Natural Resources ETF
+0.09%
+$15,436.2 
IBP Installed Building Products, Inc.
+0.09%
+$3,355.2 
FTLS First Trust Long/Short Equity ETF
+0.09%
+$8.19 
PWR Quanta Services, Inc.
+0.07%
+$18.86 
SHYM iShares Short Duration High Yield Muni Active ETF
+0.07%
+$791.64 
HYD VanEck High Yield Muni ETF
+0.06%
+$635.07 
CTAS Cintas Corporation
+0.05%
+$11.04 
CME CME Group Inc. Class A Common Stock
+0.04%
+$7.59 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$1.96 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$5,227.76 
EA Electronic Arts Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
TDTF Northern Trust iBoxx 5-Year Target Duration TIPS ETF
0%
$0 ANET
ANET
0%
$0 
T AT&T Inc.
-6.4%
-$444,522.87 
TMUS T-Mobile US Inc.
-5.99%
-$874.92 
CBRE CBRE Group Inc. Class A Common Stock
-5.04%
-$991.5 
MET MetLife, Inc.
-4.8%
-$1,058.61 
ACN Accenture plc
-4.39%
-$2,101.6 
HWM Howmet Aerospace Inc.
-4.17%
-$1,089.45 
ODFL Old Dominion Freight Line, Inc.
-3.99%
-$712.75 
CCL Carnival Corporation Ltd.
-3.9%
-$445.21 
NEM Newmont Corporation
-3.9%
-$1,151.26 
AXP American Express Company
-3.89%
-$2,061.95 
TDG TransDigm Group Inc.
-3.83%
-$525.12 
RCL Royal Caribbean Cruises Ltd.
-3.81%
-$861.89 
DAL Delta Air Lines, Inc.
-3.72%
-$787.65 
CL Colgate-Palmolive Co.
-3.69%
-$1,317.53 
YUM Yum! Brands, Inc.
-3.64%
-$219.18 
UAL United Airlines Holdings, Inc.
-3.59%
-$340.38 
TGT Target Corp.
-3.34%
-$1,118.3 
PCG PG&E Corporation
-3.2%
-$190.49 
RPM RPM International Inc.
-3.17%
-$147,694.98 
PRU Prudential Financial, Inc.
-3.11%
-$452.64 
HSY The Hershey Company Common Stock
-3.1%
-$168.64 
ROST Ross Stores Inc.
-3.06%
-$1,282.61 
HD The Home Depot, Inc.
-3.03%
-$227,719.43 
LOW Lowe's Companies, Inc.
-3.01%
-$7,300.05 
F Ford Motor Co.
-2.97%
-$359.97 
CI The Cigna Group
-2.88%
-$518.7 
LLY Eli Lilly and Company
-2.88%
-$197,270.93 
SYY Sysco Corp.
-2.8%
-$408.9 
PG The Procter & Gamble Company
-2.74%
-$225,553.23 
PEP PepsiCo, Inc.
-2.59%
-$855.61 
BKNG Booking Holdings Inc.
-2.59%
-$975.78 
TPR Tapestry Inc.
-2.58%
-$261.66 
INTU Intuit Inc.
-2.58%
-$732 
SYF Synchrony Financial
-2.56%
-$167.47 
EXPE Expedia Group Inc.
-2.56%
-$351.44 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.55%
-$1,040.82 
CMG Chipotle Mexican Grill, Inc.
-2.54%
-$376.81 
WDC Western Digital Corp.
-2.53%
-$976.64 
KO The Coca-Cola Company
-2.52%
-$3,391.2 
XYZ Block Inc. Class A Common Stock
-2.51%
-$611.82 
CAT Caterpillar Inc.
-2.5%
-$2,554.9 
BLK BlackRock, Inc.
-2.5%
-$1,081.1 
FISV Fiserv, Inc.
-2.5%
-$255.17 
CTVA Corteva Inc.
-2.49%
-$69.44 
GE General Electric Company
-2.43%
-$1,853.8 
KMB Kimberly-Clark Corporation
-2.39%
-$576.2 
DRI Darden Restaurants, Inc.
-2.37%
-$134.03 
MNST Monster Beverage Corporation
-2.31%
-$466.51 
BMY Bristol-Myers Squibb Company
-2.3%
-$545.2 
NSC Norfolk Southern Corp.
-2.24%
-$537.47 
PPG PPG Industries, Inc.
-2.21%
-$110 
GM General Motors Co.
-2.19%
-$784.78 
NKE Nike, Inc. Class B Common Stock
-2.18%
-$248 
AFL Aflac Incorporated
-2.17%
-$420.76 
APO Apollo Global Management Inc.
-2.12%
-$308.61 
MCO Moody's Corporation
-2.08%
-$1,002.54 
MO Altria Group, Inc.
-2.06%
-$935.87 
UBER Uber Technologies Inc.
-2.06%
-$881.82 
KKR Korro Bio, Inc.
-2.04%
-$691.6 
PCAR PACCAR Inc.
-2.03%
-$359.64 
MS Morgan Stanley Common Stock
-1.97%
-$1,335.78 
ADBE Adobe Inc.
-1.96%
-$663.75 
KVUE Kenvue Inc.
-1.96%
-$236.34 
SHW The Sherwin-Williams Company
-1.92%
-$637.44 
UNP Union Pacific Corp.
-1.9%
-$856.17 
MA Mastercard Inc. Class A Common Stock
-1.87%
-$2,808.45 
PH Parker-Hannifin Corporation
-1.86%
-$139,342.85 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.86%
-$106,869.46 
KR The Kroger Co.
-1.83%
-$92,965.4 
MCD McDonald's Corporation
-1.83%
-$679.87 
ORLY O'Reilly Automotive Inc.
-1.83%
-$487.2 
VMC Vulcan Materials Co.
-1.79%
-$134.4 
RTX RTX Corporation
-1.78%
-$1,332.1 
ALL The Allstate Corporation
-1.75%
-$511.89 
HLT Hilton Worldwide Holdings Inc.
-1.75%
-$813.8 
AIG American International Group, Inc.
-1.75%
-$121.8 
FDX FedEx Corp.
-1.73%
-$347.16 
A AgileThought, Inc. Class A Common Stock
-1.72%
-$251.16 
CSX CSX Corporation
-1.7%
-$733.04 
COF Capital One Financial Corp.
-1.69%
-$528.99 
CB Chubb Limited
-1.67%
-$751.24 
WMT Walmart Inc.
-1.64%
-$2,568.06 
MRK Merck & Co., Inc.
-1.63%
-$1,452.63 
XEL Xcel Energy Inc.
-1.63%
-$290.41 
JNJ Johnson & Johnson
-1.6%
-$2,526.8 
VICI VICI Properties Inc.
-1.58%
-$120.46 
JPM JPMorgan Chase & Co.
-1.57%
-$129,587.04 
PJP Invesco Pharmaceuticals ETF
-1.55%
-$45,243.02 
HIG The Hartford Insurance Group, Inc.
-1.53%
-$155.85 
CAH Cardinal Health, Inc.
-1.52%
-$314.28 
REGN Regeneron Pharmaceuticals, Inc.
-1.48%
-$182.25 
MLM Martin Marietta Materials, Inc.
-1.48%
-$84.26 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-1.47%
-$98.01 
C Citigroup Inc.
-1.47%
-$1,283.4 
PPL PPL Corporation
-1.46%
-$133.38 
TJX The TJX Companies, Inc.
-1.44%
-$1,081.2 
ON ON Semiconductor Corporation
-1.43%
-$179.55 
AMGN Amgen Inc. Common Stock
-1.43%
-$89,939.11 
VZ Verizon Communications Inc.
-1.43%
-$603.72 
COIN Coinbase Global Inc. Class A Common Stock
-1.43%
-$125.32 
COR Cencora Inc.
-1.42%
-$158.07 
AEP American Electric Power Company, Inc.
-1.4%
-$71,580.45 
URI United Rentals Inc.
-1.38%
-$230.55 
EQIX Equinix, Inc.
-1.37%
-$863.25 
ZTS Zoetis Inc. Class A Common Stock
-1.37%
-$118.72 
EIX Edison International
-1.36%
-$84.53 
MPWR Monolithic Power Systems Inc.
-1.36%
-$191.03 
AON Aon plc Class A
-1.35%
-$409.86 
CVNA Carvana Co. Class A Common Stock
-1.34%
-$202.24 
V Visa Inc. Class A
-1.34%
-$128,455.47 
UNH UnitedHealth Group Inc.
-1.33%
-$1,718.01 
CRH CRH plc Ordinary Shares
-1.33%
-$146.05 
CVS CVS Health Corporation Common Stock
-1.31%
-$312.48 
PFE Pfizer Inc.
-1.3%
-$317.58 
COST Costco Wholesale Corp
-1.29%
-$1,765.45 
AMP Ameriprise Financial Inc.
-1.29%
-$141.24 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-1.29%
-$115,550.37 
BIIB Biogen Inc.
-1.28%
-$81.12 
WEC WEC Energy Group Inc.
-1.27%
-$304.59 
MAR Marriott International, Inc. Class A Common Stock
-1.26%
-$503.99 
MMM 3M Company
-1.25%
-$223.38 
ITW Illinois Tool Works Inc.
-1.25%
-$396.72 
WAT Waters Corporation
-1.24%
-$276.36 
CRM Salesforce, Inc.
-1.23%
-$810.48 
GS The Goldman Sachs Group, Inc.
-1.23%
-$1,070.16 
ABNB Airbnb Inc. Class A Common Stock
-1.22%
-$363.8 
AEE Ameren Corporation
-1.22%
-$173.57 
SBUX Starbucks Corp.
-1.2%
-$461.82 
PEG Public Service Enterprise Group Inc.
-1.2%
-$75.69 
DASH DoorDash, Inc. Class A Common Stock
-1.17%
-$318.99 
RSG Republic Services Inc.
-1.16%
-$112 
XLV State Street Health Care Select Sector SPDR ETF
-1.15%
-$75.24 
BSX Boston Scientific Corp.
-1.15%
-$228.96 
CION CION Investment Corporation
-1.15%
-$309.82 
TRV The Travelers Companies, Inc.
-1.12%
-$421.29 
WAB Wabtec Corporation
-1.11%
-$171.92 
KDP Keurig Dr Pepper Inc.
-1.11%
-$95.87 
DHR Danaher Corp.
-1.1%
-$235.75 
SCHW The Charles Schwab Corporation
-1.09%
-$267 
TMO Thermo Fisher Scientific Inc.
-1.07%
-$723 
ECL Ecolab Inc.
-1.07%
-$274.56 
FAST Fastenal Co.
-1.05%
-$235.87 
SO The Southern Company
-1.04%
-$584.02 
MOAT VanEck Morningstar Wide Moat ETF
-1.04%
-$161,737.58 
MRSH Marsh & McLennan Companies, Inc.
-1.04%
-$353.97 
MSCI MSCI Inc.
-1.04%
-$193.2 
EXC Exelon Corp.
-1.04%
-$158.1 
NFLX Netflix Inc.
-1.01%
-$643.27 
ADP Automatic Data Processing Inc.
-1%
-$632.42 
TSLA Tesla, Inc.
-0.97%
-$2,940.3 
CINF Cincinnati Financial Corporation
-0.96%
-$104.92 
BRK-B Berkshire Hathaway Inc.
-0.95%
-$3,004.4 
DTE DTE Energy Company
-0.93%
-$98.8 
ED Consolidated Edison Inc.
-0.92%
-$143.38 
WFC Wells Fargo & Company
-0.92%
-$450.68 
EBAY eBay Inc.
-0.91%
-$291.8 
ETR Entergy Corporation Common Stock
-0.9%
-$175.57 
PAYX Paychex Inc.
-0.89%
-$186.54 
BAC Bank of America Corporation
-0.88%
-$699.3 
ADSK Autodesk Inc.
-0.88%
-$172.48 
PM Philip Morris International Inc.
-0.87%
-$845.44 
GLDM SPDR Gold MiniShares Trust
-0.86%
-$36,123.47 
VIG Vanguard Dividend Appreciation ETF
-0.86%
-$20,298.6 
TTWO Take-Two Interactive Software, Inc.
-0.82%
-$128.25 
ARES Ares Management Corp. Class A Common Stock
-0.81%
-$62 
UPS United Parcel Service, Inc. Class B Common Stock
-0.81%
-$566.62 
ELV Elevance Health, Inc.
-0.81%
-$201.32 
AJG Arthur J. Gallagher & Co.
-0.8%
-$307.43 
O Realty Income Corp.
-0.79%
-$183.15 
MCK McKesson Corporation
-0.78%
-$111.09 
CPRT Copart, Inc.
-0.77%
-$78.86 
D Dominion Energy, Inc.
-0.77%
-$158 
CEG Constellation Energy Corporation
-0.74%
-$98.8 
SPGI S&P Global Inc.
-0.74%
-$522.35 
USB U.S. Bancorp
-0.74%
-$164.65 
BDX Becton, Dickinson and Company
-0.73%
-$86.44 
ATO Atmos Energy Corporation
-0.73%
-$54.4 
ES Eversource Energy
-0.72%
-$54.88 
DUK Duke Energy Corporation
-0.71%
-$230.01 
VTR Ventas, Inc.
-0.71%
-$53.94 
LHX L3Harris Technologies, Inc.
-0.7%
-$49.98 
PNC The PNC Financial Services Group, Inc.
-0.7%
-$161.16 
DFIS DFA International Small Company I
-0.69%
-$4,592.28 
SCHV Schwab U.S. Large-Cap Value ETF
-0.68%
-$30,901.79 
LYV Live Nation Entertainment, Inc.
-0.68%
-$39.1 
IDXX IDEXX Laboratories, Inc.
-0.67%
-$76.1 
SRE Sempra
-0.66%
-$80.08 
SEPI SeaEscape Entertainment, Inc.
-0.65%
-$53,606.71 
VYM Vanguard High Dividend Yield ETF
-0.65%
-$15,220.8 
EFA iShares MSCI EAFE ETF
-0.63%
-$2,111.85 
DFAI Dimensional International Core Equity Market ETF
-0.63%
-$204,319.47 
SPGM State Street SPDR Portfolio MSCI Global Stock Market ETF
-0.62%
-$162.1 
VST Vistra Corp.
-0.62%
-$58.29 
MDT Medtronic plc
-0.61%
-$177 
AAPL Apple Inc.
-0.61%
-$61,333.48 
IRM Iron Mountain Inc.
-0.6%
-$75.71 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.6%
-$787.92 
DIVI Franklin International Core Equity Fund
-0.6%
-$44,256.53 
IHF iShares U.S. Healthcare Providers ETF
-0.6%
-$297.48 
META Meta Platforms Inc Class A
-0.59%
-$2,364.12 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.59%
-$881.12 
ICE Intercontinental Exchange, Inc.
-0.58%
-$149.15 
GWW W.W. Grainger Inc.
-0.57%
-$109.06 
MCHP Microchip Technology Inc.
-0.56%
-$78.44 
APP AppLovin Corporation Class A Common Stock
-0.55%
-$127.02 
CARR Carrier Global Corp.
-0.55%
-$69.44 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.55%
-$1,865.74 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
-0.55%
-$1,478.13 
EXR Extra Space Storage Inc.
-0.54%
-$73.92 
GOOGL Alphabet Inc
-0.54%
-$37,587.48 
AMZN Amazon.com Inc
-0.54%
-$30,954.99 
USMV iShares MSCI USA Min Vol Factor ETF
-0.53%
-$2,052.05 
PGR The Progressive Corporation
-0.51%
-$28,034.44 
SCHD Schwab U.S. Dividend Equity ETF
-0.51%
-$57,969.54 
PYPL PayPal Holdings, Inc.
-0.5%
-$101.21 
VOO Vanguard S&P 500 ETF
-0.5%
-$2,759.63 
DIS The Walt Disney Company
-0.49%
-$315.28 
KLAC KLA Corporation
-0.49%
-$355.51 
VLO Valero Energy Corporation
-0.48%
-$170.94 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.47%
-$72,621.57 
OTIS Otis Worldwide Corporation
-0.47%
-$34.79 
VT Vanguard Total World Stock ETF
-0.47%
-$23.36 
NOC Northrop Grumman Corporation
-0.47%
-$87.38 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
-0.46%
-$29,491.26 
NXPI NXP Semiconductors N.V.
-0.45%
-$94.16 
BNY Bank of New York Mellon Corp.
-0.44%
-$185.6 
STT State Street Corporation Common Stock
-0.44%
-$65.42 
APD Air Products and Chemicals Inc.
-0.44%
-$91.32 
WM Waste Management Inc.
-0.43%
-$153.92 
SCHA Schwab U.S. Small-Cap ETF
-0.43%
-$5,575.36 
GOOG Alphabet Inc
-0.43%
-$2,004.28 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.43%
-$609.27 
MTB M&T Bank Corporation
-0.43%
-$27.55 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.42%
-$110.29 
WELL Welltower Inc.
-0.42%
-$215.07 
ACGL Arch Capital Group Ltd.
-0.42%
-$34.4 
CATH Global X S&P 500 Catholic Values ETF
-0.42%
-$2,341.56 
XYL Xylem Inc.
-0.4%
-$29.92 
LIN Linde plc
-0.4%
-$383.52 
VNQ Vanguard Real Estate ETF
-0.4%
-$106.93 
IWB iShares Russell 1000 ETF
-0.4%
-$1,593.9 
CNP CenterPoint Energy, Inc.
-0.38%
-$47.43 
VXUS Vanguard Total International Stock ETF
-0.37%
-$111,023.4 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.37%
-$40.71 
EW Edwards Lifesciences Corporation
-0.35%
-$76.8 
NEE NextEra Energy Inc.
-0.35%
-$180.38 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.35%
-$75,362.24 
GRMN Garmin Ltd.
-0.35%
-$47.84 
CMCSA Comcast Corp. Class A Common Stock
-0.35%
-$69.76 
CWI State Street SPDR MSCI ACWI ex-US ETF
-0.34%
-$43.47 
TT Trane Technologies plc
-0.34%
-$96.39 
RWO SPDR Dow Jones Global Real Estate ETF
-0.3%
-$432.74 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.29%
-$398.82 
DLR Digital Realty Trust Inc.
-0.28%
-$78.02 
FITB Fifth Third Bancorp
-0.27%
-$14,816.83 
TEL TE Connectivity plc
-0.26%
-$32.45 
ETN Eaton Corporation plc
-0.25%
-$17,662.91 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.24%
-$239.23 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.23%
-$9,483.81 
NVDA NVIDIA Corporation
-0.23%
-$3,748.32 
GD General Dynamics Corp.
-0.21%
-$48.1 
SCHE Schwab Emerging Markets Equity ETF
-0.19%
-$81.19 
WDAY Workday Inc Class A Common Stock
-0.18%
-$33.67 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.17%
-$732.54 
DHI D.R. Horton, Inc.
-0.14%
-$26.46 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$188.37 
NDAQ Nasdaq, Inc. Common Stock
-0.13%
-$26.52 
JNK State Street SPDR Bloomberg High Yield Bond ETF
-0.12%
-$304.4 
ROP Roper Technologies Inc.
-0.11%
-$20.9 
IGF iShares Global Infrastructure ETF
-0.11%
-$246.89 
CFG Citizens Financial Group Inc.
-0.11%
-$7.42 
JCPB JPMorgan Core Plus Bond ETF
-0.1%
-$38,792.7 
VRT Vertiv Holdings Co Class A Common Stock
-0.1%
-$12.16 
DE Deere & Company
-0.09%
-$33.63 
VPLS Vanguard Core-Plus Bond ETF
-0.09%
-$141.7 
MSI Motorola Solutions, Inc.
-0.06%
-$19.52 
GILD Gilead Sciences Inc.
-0.06%
-$29.43 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.05%
-$731.33 
TFC Truist Financial Corporation
-0.04%
-$4.08 
IQV IQVIA Holdings Inc.
-0.03%
-$6.48 
SAMT Strategas Macro Thematic Opportunities ETF
-0.02%
-$2,045.61 
PSX Phillips 66
-0.02%
-$7.2 
GEV GE Vernova Inc.
-0.02%
-$13.16 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$99.91 Events
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Dividends
Dividend Analysis
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| Trades 2140 | Longs Won 1395/2140 65% | Profit Factor 7.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $292,309.49 |
| Average Win $91,260.86 | Best Trade (Oct 16) $5.44M | Sharpe Ratio -10.57 |
| Average Loss -$24,329.23 | Worst Trade (Oct 15) -$2.32M | Z-Score 11.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 2d | Expectancy $51,020.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 84 | $11,027.27 | $14,355.6 | - | $3,328.33 | 30.18% | -1.719% |
| AAPL Apple Inc. | 29,068 | $6M | $10.06M | - | $4.06M | 67.68% | -0.606% |
| ABBV AbbVie Inc. | 421 | $94,726.44 | $120,549.14 | - | $25,822.7 | 27.26% | +0.403% |
| ABNB Airbnb Inc. Class A Common Stock | 170 | $22,338.82 | $29,515.4 | - | $7,176.58 | 32.13% | -1.218% |
| ABT Abbott Laboratories | 589 | $75,197.35 | $60,890.82 | - | -$14,306.53 | -19.03% | +0.849% |
| ACGL Arch Capital Group Ltd. | 80 | $7,695.82 | $8,180.8 | - | $484.98 | 6.3% | -0.419% |
| ACN Accenture plc | 185 | $36,512.63 | $45,765.3 | - | $9,252.67 | 25.34% | -4.391% |
| ADBE Adobe Inc. | 125 | $36,478.87 | $33,155 | - | -$3,323.87 | -9.11% | -1.963% |
| ADI Analog Devices, Inc. | 162 | $51,222.05 | $63,096.41 | - | $11,874.36 | 23.18% | +0.965% |
| ADM Archer-Daniels-Midland Company | 145 | $10,725.55 | $11,604.35 | - | $878.8 | 8.19% | +0.238% |
| ADP Automatic Data Processing Inc. | 206 | $46,542.76 | $62,803.22 | - | $16,260.46 | 34.94% | -0.997% |
| ADSK Autodesk Inc. | 77 | $19,962.27 | $19,458.67 | - | -$503.6 | -2.52% | -0.879% |
| AEE Ameren Corporation | 131 | $14,496.24 | $14,097.56 | - | -$398.68 | -2.75% | -1.216% |
| AEP American Electric Power Company, Inc. | 39,115 | $3.79M | $5.04M | - | $1.25M | 32.88% | -1.401% |
| AFL Aflac Incorporated | 157 | $18,408.25 | $18,932.63 | - | $524.38 | 2.85% | -2.174% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,507 | $148,266.19 | $144,664.46 | - | -$3,601.73 | -2.43% | -0.13% |
| AIG American International Group, Inc. | 84 | $6,321 | $6,852.72 | - | $531.72 | 8.41% | -1.746% |
| AJG Arthur J. Gallagher & Co. | 142 | $32,819.62 | $38,171.73 | - | $5,352.11 | 16.31% | -0.799% |
| ALL The Allstate Corporation | 113 | $25,379.9 | $28,766.41 | - | $3,386.51 | 13.34% | -1.748% |
| AMAT Applied Materials Inc. | 294 | $117,376.17 | $111,608.28 | - | -$5,767.89 | -4.91% | +1.076% |
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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 Corp - $6.15M, SPDR Gold MiniShares Trust - $4.5M, JPMorgan Core Plus Bond ETF - $3.61M, Innovator U.S. Equity Power Buffer ETF - September - $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 - $797,510.49, Sotera Health Company - $723,380.22, and State Street 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 $23.13M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $3.62M, Schwab U.S. TIPS ETF - $3.03M, WisdomTree Global High Dividend Fund - $2.14M, Vanguard Total International Stock ETF - $1.61M, and AT&T Inc - $806,433.12. 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.
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