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:
91.96%
Gain +1.55%
Monthly
0.89%
Yearly
11.27%
Drawdown
23.79%
$428.06M
Equity
Holdings
$428.06M
Investment
$345.16M
$101.76M
Profit +$2.71M
Realized
$18.87M
Unrealized
$82.9M
Dividends
$20.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.55%
Profit
$2.71M
Win %
75%
This Week
Compared To Last Week
Gain
-0.07%
Profit
-$286,730.14
Win %
75%
This Month
Compared to last month
Gain
-0.09%
Profit
-$397,377.33
Win %
75%
This Year
Compared to last year
Gain
6.93%
Profit
$27.73M
Win %
75%
TER Teradyne, Inc.
+4.23%
+$1,281.22 
SNDK SanDisk Corporation
+3.98%
+$1,996.7 
AMD Advanced Micro Devices, Inc.
+3.58%
+$4,346.3 
INTC Intel Corporation
+3.3%
+$3,086.62 
ELV Elevance Health, Inc.
+3.18%
+$249.06 
WDC Western Digital Corporation
+2.95%
+$1,155.38 
MU Micron Technology, Inc.
+2.8%
+$5,657.24 
STX Seagate Technology Holdings plc
+2.69%
+$889.35 
PLTR Palantir Technologies Inc.
+2.6%
+$1,307.2 
AXON Axon Enterprise, Inc.
+2.55%
+$181.86 
DASH DoorDash, Inc.
+2.54%
+$382.94 
ISRG Intuitive Surgical, Inc.
+2.33%
+$770.89 
AVGO Broadcom Inc.
+2.24%
+$125,405.5 
DDOG Datadog, Inc. Class A Common Stock
+2.23%
+$432 
COIN Coinbase Global, Inc.
+2.2%
+$276 
MPWR Monolithic Power Systems, Inc.
+2.09%
+$247 
FIX Comfort Systems USA, Inc.
+2.03%
+$203.82 
UAL United Airlines Holdings, Inc.
+1.94%
+$188.16 
CBOE Cboe Global Markets Inc.
+1.83%
+$170 
CIEN Ciena Corporation
+1.74%
+$266.5 
GEV GE Vernova Inc.
+1.71%
+$1,249.59 
MSFT Microsoft Corp.
+1.71%
+$120,305.94 
CRM Salesforce Inc
+1.68%
+$1,298.44 
LFUS Littelfuse Inc.
+1.61%
+$102.72 
MPC Marathon Petroleum Corporation
+1.6%
+$103,650 
EBAY eBay Inc.
+1.59%
+$330.19 
GOOG Alphabet Inc
+1.53%
+$4,699.35 
VLO Valero Energy Corporation
+1.5%
+$241.8 
WMB The Williams Companies, Inc.
+1.47%
+$313.9 
GOOGL Alphabet Inc
+1.46%
+$121,360.59 
NOW ServiceNow, Inc.
+1.45%
+$549 
ALL Allstate Corporation
+1.43%
+$178.5 
WDAY Workday Inc.
+1.42%
+$131.84 
PSX Phillips 66
+1.42%
+$326.34 
NRG NRG Energy, Inc.
+1.4%
+$84.83 
NOC Northrop Grumman Corporation
+1.39%
+$232.48 
VRT Vertiv Holdings Co
+1.34%
+$104.89 
KMI Kinder Morgan, Inc.
+1.32%
+$385.9 
COP ConocoPhillips
+1.29%
+$390.72 
EFX Equifax Inc.
+1.29%
+$102.83 
TMUS T-Mobile US, Inc.
+1.28%
+$258.82 
ICE Intercontinental Exchange, Inc.
+1.25%
+$228.6 
FISV Fiserv, Inc.
+1.22%
+$82.41 
CVX Chevron Corporation
+1.19%
+$55,865.55 
TTWO Take-Two Interactive Software, Inc.
+1.16%
+$147.96 
HAL Halliburton Company
+1.06%
+$61.87 
SCHW Charles Schwab Corporation
+1.05%
+$317.79 
PGR Progressive Corporation
+1.04%
+$47,870.2 
EOG EOG Resources, Inc.
+1.03%
+$140.17 
NXPI NXP Semiconductors N.V.
+0.99%
+$134.13 
DLR Digital Realty Trust, Inc.
+0.97%
+$220.08 
OMC Omnicom Group Inc.
+0.95%
+$98.28 
OXY Occidental Petroleum Corporation
+0.93%
+$106.08 
XOM Exxon Mobil Corporation
+0.9%
+$1,121.19 
ABT Abbott Laboratories
+0.89%
+$964.8 
CI The Cigna Group
+0.88%
+$141.36 
IGV iShares Expanded Tech-Software Sector ETF
+0.79%
+$80,500.14 
INTU Intuit Inc.
+0.79%
+$212.06 
IBM International Business Machines Corporation
+0.79%
+$199.92 
AMZN Amazon.com Inc
+0.77%
+$45,324.3 
FCX Freeport-McMoRan Inc.
+0.73%
+$90.95 
PWR Quanta Services Inc.
+0.66%
+$145.25 
TXN Texas Instruments Inc
+0.65%
+$508.75 
V Visa Inc. Class A
+0.64%
+$48,728.91 
RTX RTX Corporation
+0.64%
+$495.69 
IYW iShares U.S. Technology ETF
+0.62%
+$112.12 
HLT Hilton Worldwide Holdings Inc.
+0.61%
+$189.12 
FIS Fidelity National Information Services, Inc.
+0.61%
+$43.59 
PAYX Paychex Inc.
+0.59%
+$87.72 
EEM iShares MSCI Emerging Markets ETF
+0.58%
+$624.19 
XLK State Street Technology Select Sector SPDR ETF
+0.55%
+$1,311.44 
FTNT Fortinet Inc.
+0.55%
+$195.8 
T AT&T Inc.
+0.55%
+$30,510.54 
MA Mastercard Incorporated
+0.53%
+$496.51 
GD General Dynamics Corporation
+0.52%
+$108.08 
LYV Live Nation Entertainment, Inc.
+0.52%
+$40.63 
TJX The TJX Companies, Inc.
+0.52%
+$287.55 
APP AppLovin Corporation Class A Common Stock
+0.52%
+$95.03 
CDNS Cadence Design Systems, Inc.
+0.52%
+$137.6 
MDT Medtronic plc
+0.52%
+$74.82 
BP BP p.l.c. Sponsored ADR
+0.51%
+$39.34 
DUK Duke Energy Corporation
+0.5%
+$190.34 
ACN Accenture plc Class A
+0.48%
+$71.76 
HSY The Hershey Company
+0.47%
+$38.07 
CEG Constellation Energy Corporation
+0.47%
+$60.69 
PYPL PayPal Holdings Inc
+0.44%
+$85.25 
HON Honeywell International Inc.
+0.42%
+$63.45 
TEL TE Connectivity plc
+0.41%
+$54.78 
CME CME Group Inc.
+0.39%
+$97.85 
NVT nVent Electric plc
+0.36%
+$31.36 
CMCSA Comcast Corp
+0.36%
+$78.28 
META Meta Platforms Inc Class A
+0.35%
+$1,039.67 
FANG Diamondback Energy Inc
+0.34%
+$31.02 
WELL Welltower Inc.
+0.33%
+$92.8 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.33%
+$2,417.4 
ETN Eaton Corporation plc
+0.31%
+$23,847.68 
CINF Cincinnati Financial Corporation
+0.29%
+$31.27 
OKE ONEOK, Inc.
+0.29%
+$66.42 
ACGL Arch Capital Group Ltd
+0.28%
+$17.08 
MCHP Microchip Technology Incorporated
+0.27%
+$22.66 
APD Air Products and Chemicals, Inc.
+0.27%
+$62.01 
CCNR ALPS Clean Energy ETF
+0.27%
+$42,946.5 
NVDA NVIDIA Corporation
+0.26%
+$2,777.25 
MMM 3M Company
+0.25%
+$28 
VRSK Verisk Analytics Inc.
+0.24%
+$26.4 
VUG Vanguard Growth ETF
+0.22%
+$86.64 
MKSI MKS Instruments Inc.
+0.2%
+$26.65 
MAR Marriott International Inc. - Class A
+0.19%
+$62.48 
BNY BlackRock New York Municipal Income Trust
+0.17%
+$58.3 
NDAQ Nasdaq, Inc.
+0.16%
+$21.61 
PCG PG&E Corporation
+0.14%
+$7.25 
KO The Coca-Cola Company
+0.14%
+$84.95 
TRGP Targa Resources Corp.
+0.13%
+$28.12 
LHX L3Harris Technologies, Inc.
+0.12%
+$8.58 
LMT Lockheed Martin Corporation
+0.11%
+$108.46 
EA Electronic Arts Inc.
+0.11%
+$9.89 
LDOS Leidos Holdings Inc.
+0.1%
+$3.85 
TTE TotalEnergies SE
+0.09%
+$7.05 
ROP Roper Technologies Inc.
+0.09%
+$11.55 
NEM Newmont Corporation
+0.09%
+$10.96 
BSX Boston Scientific Corporation
+0.08%
+$7.74 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.07%
+$2,967.62 
USB U.S. Bancorp
+0.07%
+$12.82 
CVS CVS Health Corporation
+0.05%
+$6.71 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.05%
+$178.48 
EQIX Equinix, Inc.
+0.05%
+$27.5 
C Citigroup Inc.
+0.04%
+$31.54 
KVUE Kenvue Inc.
+0.03%
+$2.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.02%
+$57.51 
QCOM QUALCOMM Incorporated
+0.01%
+$4.92 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$114.12 
MOAT VanEck Morningstar Wide Moat Fund
+0.01%
+$1,364.39 
ANET
0%
$0 
SHYM iShares High Yield Bond ETF
0%
+$6.03 
UL
0%
$0 
CVNA Carvana Co.
-4.71%
-$348.7 
CMG Chipotle Mexican Grill, Inc.
-4.14%
-$299.25 
UPS United Parcel Service, Inc.
-4.12%
-$4,107.95 
KKR KKR & Co. Inc.
-3.82%
-$1,049.92 
WBD Warner Bros. Discovery, Inc.
-3.56%
-$738.16 
DHI D.R. Horton, Inc.
-3.39%
-$304.2 
RPM RPM International Inc.
-3.06%
-$144,989.28 
TFC Truist Financial Corporation
-2.98%
-$197.19 
ORCL Oracle Corporation
-2.95%
-$966.07 
CRH CRH plc
-2.94%
-$239.37 
URI United Rentals, Inc.
-2.82%
-$324.72 
DRI Darden Restaurants, Inc.
-2.8%
-$199.8 
DELL Dell Technologies Inc.
-2.7%
-$823.51 
TSLA Tesla, Inc.
-2.52%
-$5,086.3 
EMR Emerson Electric Co.
-2.49%
-$372.36 
GE General Electric Company
-2.44%
-$1,428 
APO Apollo Global Management, Inc.
-2.39%
-$273.12 
MLM Martin Marietta Materials, Inc.
-2.36%
-$119.61 
IBP Installed Building Products Inc.
-2.24%
-$87,091.2 
LOW Lowe's Companies Inc.
-2.23%
-$655.65 
FAST Fastenal Co.
-2.21%
-$416.07 
WSM Williams-Sonoma, Inc.
-2.18%
-$244.02 
NUE Nucor Corporation
-2.16%
-$245.52 
DOV Dover Corporation
-2.12%
-$163.8 
FNF Fidelity National Financial, Inc.
-2.12%
-$203.5 
GWW W.W. Grainger, Inc.
-2.1%
-$351.6 
AAPL Apple Inc.
-2.09%
-$207,815.24 
MRK Merck & Co., Inc.
-2.08%
-$1,234.9 
BIIB Biogen Inc.
-2.06%
-$153 
DE Deere & Company
-2.05%
-$575.75 
LLY Eli Lilly and Company
-2.04%
-$120,991.2 
FDX FedEx Corporation
-2.01%
-$403.2 
NFLX Netflix, Inc.
-1.99%
-$1,461.79 
SQ Block, Inc.
-1.94%
-$342.86 
CARR Carrier Global Corporation
-1.94%
-$180.88 
MS Morgan Stanley
-1.94%
-$896.55 
HD The Home Depot, Inc.
-1.92%
-$126,762.72 
PKG Packaging Corporation of America
-1.92%
-$143.2 
CAT Caterpillar Inc.
-1.9%
-$2,802.24 
UNP Union Pacific Corporation
-1.89%
-$787.98 
AMT American Tower Corporation
-1.81%
-$218.68 
SHW The Sherwin-Williams Company
-1.81%
-$270 
XYL Xylem Inc.
-1.78%
-$91.77 
LRCX Lam Research Corporation
-1.77%
-$122,286.64 
ITW Illinois Tool Works Inc.
-1.76%
-$535.7 
CCI Crown Castle Inc.
-1.76%
-$97.3 
ECL Ecolab Inc.
-1.74%
-$331.8 
MNST Monster Beverage Corporation
-1.73%
-$185.9 
BA Boeing Company
-1.72%
-$476.01 
CBRE CBRE Group Inc.
-1.72%
-$194.4 
CSX CSX Corporation
-1.72%
-$457.62 
WAB Wabtec Corporation
-1.72%
-$152.83 
PEP PepsiCo, Inc.
-1.68%
-$593.37 
CL Colgate-Palmolive Company
-1.67%
-$1,242.44 
WMT Walmart Inc.
-1.66%
-$1,972.2 
EXPE Expedia Group, Inc.
-1.63%
-$157.68 
ORLY O'Reilly Automotive Inc.
-1.61%
-$268.27 
RF Regions Financial Corporation
-1.61%
-$98.94 
BKNG Booking Holdings Inc.
-1.51%
-$137 
NSC Norfolk Southern Corporation
-1.5%
-$2,692.97 
DTE DTE Energy Company
-1.49%
-$116.6 
KLAC KLA Corporation
-1.48%
-$1,293.55 
JNJ Johnson & Johnson
-1.43%
-$2,471.31 
SRE Sempra
-1.43%
-$170.95 
HPE Hewlett Packard Enterprise Company
-1.42%
-$204.75 
MDLZ Mondelez International, Inc.
-1.38%
-$281.4 
DIS The Walt Disney Company
-1.35%
-$518.11 
AME Ametek Inc.
-1.34%
-$203.52 
PNC The PNC Financial Services Group, Inc.
-1.34%
-$220.35 
VRTX Vertex Pharmaceuticals Incorporated
-1.32%
-$67,577.68 
GRMN Garmin Ltd.
-1.32%
-$131.6 
AVY Avery Dennison Corporation
-1.27%
-$71.4 
ED Consolidated Edison, Inc.
-1.25%
-$125.05 
WFC Wells Fargo & Company
-1.22%
-$438.7 
NI NiSource Inc.
-1.22%
-$61.6 
SNPS Synopsys, Inc.
-1.22%
-$154.28 
MCO Moody's Corporation
-1.21%
-$221.58 
EQT EQT Corporation
-1.17%
-$80.62 
NEE NextEra Energy, Inc.
-1.15%
-$600.78 
ODFL Old Dominion Freight Line, Inc.
-1.14%
-$149.24 
PFE Pfizer Inc.
-1.14%
-$277.31 
NKE Nike, Inc. - Class B
-1.13%
-$62.87 
D Dominion Energy, Inc.
-1.13%
-$294.4 
EQH Equitable Holdings, Inc.
-1.1%
-$81.54 
PPL PPL Corporation
-1.1%
-$67.15 
PJP Invesco Pharmaceuticals ETF
-1.1%
-$29,867.6 
BLK BlackRock, Inc.
-1.1%
-$305.76 
STE STERIS plc
-1.07%
-$91.06 
CION Cion Investment Corporation
-1.06%
-$268.51 
PEG Public Service Enterprise Group Incorporated
-1.06%
-$95.19 
CMI Cummins Inc.
-1.05%
-$360.67 
HUBB Hubbell Inc.
-1.02%
-$129.35 
KR Kroger Co.
-1.01%
-$39,111.73 
MEDP Medpace Holdings Inc.
-1%
-$23,823.67 
AEP American Electric Power Company, Inc.
-0.98%
-$49,039.35 
AON Aon plc
-0.97%
-$218.38 
PG Procter & Gamble Co
-0.96%
-$65,465.72 
AEE Ameren Corporation
-0.96%
-$107 
EXC Exelon Corporation
-0.94%
-$104.83 
TSCO Tractor Supply Company
-0.93%
-$41.61 
O Realty Income Corporation
-0.93%
-$97.6 
IDXX IDEXX Laboratories, Inc.
-0.93%
-$94.68 
PCAR PACCAR Inc.
-0.93%
-$239.85 
BAC Bank of America Corporation
-0.92%
-$384.76 
DHR Danaher Corporation
-0.92%
-$120.32 
AXP American Express Company
-0.92%
-$317.19 
GS The Goldman Sachs Group, Inc.
-0.91%
-$563.18 
ROK Rockwell Automation, Inc.
-0.9%
-$145.6 
ADBE Adobe Inc.
-0.9%
-$266.87 
NTRS Northern Trust Corporation
-0.89%
-$93.48 
WEC WEC Energy Group Inc.
-0.89%
-$868.32 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.88%
-$2,800.59 
ABNB Airbnb, Inc.
-0.86%
-$192.78 
SBUX Starbucks Corporation
-0.86%
-$312.13 
ES Eversource Energy
-0.86%
-$49.28 
ZTS Zoetis Inc.
-0.85%
-$59.15 
PH Parker-Hannifin Corporation
-0.84%
-$58,120 
FITB Fifth Third Bancorp
-0.84%
-$48,716.31 
XLV Health Care Select Sector SPDR Fund
-0.83%
-$48.24 
HLNE Hamilton Lane Inc.
-0.83%
-$41.18 
HBAN Huntington Bancshares Incorporated
-0.82%
-$68.45 
TMO Thermo Fisher Scientific Inc.
-0.81%
-$320.05 
MCK McKesson Corporation
-0.81%
-$184 
PANW Palo Alto Networks, Inc.
-0.81%
-$377.65 
AIG American International Group Inc.
-0.81%
-$57.2 
CTSH Cognizant Technology Solutions Corporation
-0.8%
-$37.8 
GILD Gilead Sciences Inc.
-0.8%
-$272.16 
CAH Cardinal Health Inc.
-0.8%
-$143.78 
ETR Entergy Corporation
-0.79%
-$110.08 
RSG Republic Services, Inc.
-0.79%
-$86 
JPM JPMorgan Chase & Co.
-0.77%
-$63,479.04 
COST Costco Wholesale Corporation
-0.77%
-$1,001.5 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
-0.76%
-$52,409.64 
PRU Prudential Financial, Inc.
-0.75%
-$70.31 
COR Cencora, Inc.
-0.74%
-$47.56 
AMKR Amkor Technology Inc.
-0.73%
-$70.38 
SO The Southern Company
-0.71%
-$346.12 
BMY Bristol-Myers Squibb Company
-0.7%
-$149.6 
SYY Sysco Corporation
-0.7%
-$51.87 
CNP CenterPoint Energy Inc.
-0.68%
-$55.16 
YUM Yum! Brands, Inc.
-0.68%
-$43 
TRV The Travelers Companies, Inc.
-0.67%
-$96.72 
TT Trane Technologies plc
-0.67%
-$157.5 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.67%
-$2,432.8 
MSCI MSCI Inc.
-0.66%
-$54.14 
VNQ Vanguard Real Estate ETF
-0.66%
-$190.74 
REGN Regeneron Pharmaceuticals, Inc.
-0.66%
-$137.95 
EWBC East West Bancorp Inc.
-0.65%
-$64.24 
SLB Schlumberger Limited
-0.65%
-$93.33 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$14,610.22 
EFA iShares MSCI EAFE ETF
-0.61%
-$1,109.43 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$192,629.29 
EXR Extra Space Storage Inc.
-0.59%
-$51.33 
DEW WisdomTree Global High Dividend Fund
-0.58%
-$85,757.65 
JCI Johnson Controls International plc
-0.58%
-$127.98 
CFR Cullen/Frost Bankers Inc.
-0.57%
-$44.64 
SYF Synchrony Financial
-0.57%
-$36.54 
TPR Tapestry Inc.
-0.57%
-$68 
MRSH Marsh & McLennan Companies, Inc.
-0.56%
-$111.24 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.56%
-$41,182.8 
GM General Motors Company
-0.56%
-$121.55 
DFIS Dimensional International Small Cap ETF
-0.55%
-$3,698.57 
TDG TransDigm Group Inc.
-0.55%
-$46.83 
UBER Uber Technologies, Inc.
-0.55%
-$159.98 
IQV IQVIA Holdings Inc.
-0.54%
-$35.68 
PM Philip Morris International Inc.
-0.54%
-$287.04 
HWM Howmet Aerospace Inc.
-0.54%
-$172.28 
WTFC Wintrust Financial Corporation
-0.52%
-$40.42 
ABBV AbbVie Inc.
-0.52%
-$1,568.16 
AMGN Amgen Inc.
-0.51%
-$25,176.96 
UNH UnitedHealth Group Incorporated
-0.5%
-$293.99 
SCHD Schwab U.S. Dividend Equity ETF
-0.47%
-$50,197.21 
RWO SPDR Dow Jones Global Real Estate ETF
-0.46%
-$359.94 
MCD McDonald's Corporation
-0.45%
-$171.11 
CSCO Cisco Systems, Inc.
-0.45%
-$553.5 
EW Edwards Lifesciences Corporation
-0.44%
-$71.82 
CTVA Corteva Inc.
-0.43%
-$56.24 
MTB M&T Bank Corporation
-0.42%
-$30.16 
COF Capital One Financial Corporation
-0.41%
-$123.25 
SPGI S&P Global Inc.
-0.41%
-$184 
SCHV Schwab U.S. Large-Cap Value ETF
-0.37%
-$16,442.5 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.37%
-$32,934.82 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$8,516.06 
BKR Baker Hughes Company
-0.37%
-$34.03 
ATO Atmos Energy Corporation
-0.36%
-$30.32 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.36%
-$547.76 
WTW Willis Towers Watson Public Limited Company
-0.36%
-$29.4 
GLW Corning Incorporated
-0.35%
-$151.9 
IRM Iron Mountain Inc.
-0.32%
-$28.4 
AMAT Applied Materials, Inc.
-0.32%
-$376.87 
CPB The Campbell's Company
-0.32%
-$38.2 
IGF iShares Global Infrastructure ETF
-0.31%
-$568.26 
JCPB JPMorgan Core Plus Bond ETF
-0.29%
-$111,398.9 
HYD VanEck High Yield Muni ETF
-0.28%
-$3,111.7 
VZ Verizon Communications Inc.
-0.28%
-$89.12 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.28%
-$25.92 
A Agilent Technologies Inc.
-0.28%
-$21.46 
CRWD CrowdStrike Holdings, Inc.
-0.28%
-$125.4 
ADP Automatic Data Processing Inc.
-0.28%
-$62.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$298.39 
TGT Target Corporation
-0.27%
-$62.25 
WM Waste Management, Inc.
-0.27%
-$76.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$79,687.52 
APH Amphenol Corporation
-0.26%
-$56.13 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.26%
-$66.66 
XEL Xcel Energy Inc.
-0.25%
-$29.45 
ON ON Semiconductor Corporation
-0.22%
-$18.14 
VPLS Vanguard Core-Plus Bond ETF
-0.22%
-$305.15 
GLDM SPDR Gold MiniShares Trust
-0.22%
-$8,749.48 
LIN Linde plc
-0.22%
-$138.88 
RJF Raymond James Financial Inc.
-0.22%
-$24.82 
ADM Archer-Daniels-Midland Co
-0.21%
-$17.1 
SCHP Schwab U.S. TIPS ETF
-0.21%
-$57,145.55 
AJG Arthur J. Gallagher & Co.
-0.2%
-$24 
MSI Motorola Solutions, Inc.
-0.19%
-$42.66 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
-0.19%
-$26.32 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.18%
-$266.33 
KEYS Keysight Technologies, Inc.
-0.18%
-$23.52 
KMB Kimberly-Clark Corporation
-0.17%
-$35.53 
ADSK Autodesk, Inc.
-0.17%
-$28.86 
HIG The Hartford Insurance Group, Inc.
-0.16%
-$10.12 
MUB iShares National Muni Bond ETF
-0.16%
-$4,675.82 
PVAL Putnam Focused Large Cap Value ETF
-0.16%
-$63.07 
CWI SPDR MSCI ACWI ex-US ETF
-0.15%
-$19.32 
GEHC GE HealthCare Technologies Inc.
-0.15%
-$9.88 
RCL Royal Caribbean Group
-0.15%
-$21 
MO Altria Group, Inc.
-0.14%
-$45 
SCHA Schwab U.S. Small-Cap ETF
-0.13%
-$1,824.03 
STT State Street Corp
-0.13%
-$15.6 
AMP Ameriprise Financial, Inc.
-0.11%
-$12.39 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.1%
-$1,652.7 
HOOD Robinhood Markets, Inc.
-0.09%
-$21.87 
ADI Analog Devices, Inc.
-0.09%
-$48.51 
IWB iShares Russell 1000 ETF
-0.07%
-$290.1 
FTLS First Trust Long/Short Equity ETF
-0.06%
-$5.84 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$5.33 
VOO Vanguard S&P 500 ETF
-0.05%
-$281.51 
JNK SPDR Bloomberg High Yield Bond ETF
-0.04%
-$76.97 
DAL Delta Air Lines, Inc.
-0.02%
-$1.78 
SYK Stryker Corporation
-0.02%
-$6.04 
IHF iShares U.S. Healthcare Providers ETF
-0.02%
-$8.15 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.01%
-$2,216.41 
CB Chubb Limited
-0.01%
-$3.92 
CATH Global X S&P 500 Catholic Values ETF
-0.01%
-$24.38 Events
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Dividends
Dividend Analysis
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| Trades 1768 | Longs Won 1179/1768 66% | Profit Factor 7.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $309,104.26 |
| Average Win $99,378.72 | Best Trade (Jul 22) $5.61M | Sharpe Ratio -10 |
| Average Loss -$26,155.04 | Worst Trade (Jul 24) -$1.41M | Z-Score 13.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w | Expectancy $57,557.8 |
| 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 | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $4.86M, SPDR Gold MiniShares Trust - $4.5M, Innovator U.S. Equity Power Buffer ETF - $3.35M, JPMorgan Core Plus Bond ETF - $3.28M, and First Trust NASDAQ Cybersecurity ETF - $2.89M. 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 - $805,772.72, Salesforce Inc - $773,344.56, 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 $20.96M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $3.29M, Schwab U.S. TIPS ETF - $2.66M, WisdomTree Global High Dividend Fund - $2.04M, Vanguard Total International Stock Index Fund Investor Shares - $1.55M, and Schwab U.S. Dividend Equity ETF - $652,271.52. 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.
