AJP
Andrew J. Pulsfort Portfolio
Invests via Wealth Advisory Team LLC | Managed by Andrew J. Pulsfort
Invests via Wealth Advisory Team LLC
Managed by Andrew J. Pulsfort
Automatically Tracked
Leads private equity and operational turnarounds across industrial and business services, deploying capital into smaller-company buyouts and carve-outs.
Andrew J. Pulsfort combines sourcing, operational restructuring, and strategic M&A to drive cash-flow improvement and exit value for institutional LPs, with a track record in control investments, board-level oversight and portfolio company CEO placements.
Leads private equity and operational turnarounds across industrial and business services, deploying capital into smaller-company buyouts and carve-outs.
Andrew J. Pulsfort combines sourcing, operational restructuring, and strategic M&A to drive cash-flow improvement and exit value for institutional LPs, with a track record in control investments, board-level oversight and portfolio company CEO placements.
Investment Philosophy & Strategy
Focuses on control-oriented private equity investments in industrial and business services, targeting smaller-company buyouts and carve-outs where operational fixes unlock value. Combines hands-on sourcing with rapid operational restructuring, strategic M&A and CEO placements to accelerate cash-flow improvement and de-risked exits for institutional LPs. Employs pragmatic capital structuring and conservative leverage, prioritizing free-cash-flow generation, margin expansion and governance upgrades. Time horizon is classic 3–7 year private equity, with an emphasis on repeatable playbooks and board-led turnarounds to maximize exit optionality.
Focuses on control-oriented private equity investments in industrial and business services, targeting smaller-company buyouts and carve-outs where operational fixes unlock value. Combines hands-on sourcing with rapid operational restructuring, strategic M&A and CEO placements to accelerate cash-flow improvement and de-risked exits for institutional LPs. Employs pragmatic capital structuring and conservative leverage, prioritizing free-cash-flow generation, margin expansion and governance upgrades. Time horizon is classic 3–7 year private equity, with an emphasis on repeatable playbooks and board-led turnarounds to maximize exit optionality.
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:
11.57%
Gain -0.78%
Monthly
0.71%
Yearly
8.82%
Drawdown
6.71%
$121.47M
Equity
Holdings
$121.47M
Investment
$109.89M
$12.37M
Profit -$937,786.2
Realized
$788,865.19
Unrealized
$11.58M
Dividends
$2.96M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.78%
Profit
-$937,786.2
Win %
56%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$1.4M
Win %
56%
This Month
Compared to last month
Gain
-0.09%
Profit
-$112,911.69
Win %
56%
This Year
Compared to last year
Gain
-1.25%
Profit
-$1.53M
Win %
60%
SO The Southern Company
+2%
+$8,257.42 
PG Procter & Gamble Co
+1.41%
+$12,099 
NEE NextEra Energy, Inc.
+1.13%
+$2,049.55 
JNJ Johnson & Johnson
+0.93%
+$3,020.8 
GE General Electric Company
+0.7%
+$1,484.82 
AAPL Apple Inc.
+0.62%
+$2,408.32 
FNDF Schwab Fundamental International Large Company Index ETF
+0.17%
+$2,205.9 
MCD McDonald's Corporation
+0.17%
+$336.8 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$3,235.41 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.04%
+$427.13 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$107.59 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.03%
+$1,736.58 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.02%
+$218.41 
UITB VictoryShares Core Intermediate Bond ETF
0%
-$12.35 
SMH VanEck Semiconductor ETF
-3.34%
-$26,058.64 
MSFT Microsoft Corp.
-2.51%
-$14,317.68 
NULG Nuveen ESG Large-Cap Growth ETF
-2.37%
-$50,253.9 
VONG Vanguard Russell 1000 Growth Fund
-2.36%
-$133,182 
VUG Vanguard Growth ETF
-2.28%
-$5,512.45 
SCHG Schwab U.S. Large-Cap Growth ETF
-2.19%
-$14,268.16 
ESGE iShares ESG Aware MSCI EM ETF
-2.06%
-$35,197.65 
DSI iShares MSCI KLD 400 Social ETF
-1.57%
-$15,416.4 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.55%
-$22,560.01 
VWO Vanguard FTSE Emerging Markets ETF
-1.46%
-$83,430.32 
XJH iShares ESG Screened S&P Mid-Cap ETF
-1.37%
-$13,510.8 
DFUS Dimensional U.S. Equity Market ETF
-1.33%
-$174,876.8 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
-1.3%
-$50,389.64 
SPY SPDR S&P 500 ETF Trust
-1.25%
-$3,611.25 
ACIO Aptus Collared Investment Opportunity ETF
-0.96%
-$189,451.99 
XMHQ Invesco S&P MidCap Quality ETF
-0.9%
-$23,656.88 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.53%
-$64,750.62 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.4%
-$3,598.66 
DRSK Aptus Defined Risk ETF
-0.29%
-$34,332.4 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$637.51 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.21%
-$7,409.38 
GRNB VanEck Green Bond ETF
-0.13%
-$975.25 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.1%
-$8,111.6 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.06%
-$136.5 
CGW Invesco S&P Global Water Index ETF
-0.03%
-$197.37 Events
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Dividends
Dividend Analysis
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| Trades 115 | Longs Won 76/115 66% | Profit Factor 7.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $398,252.62 |
| Average Win $186,093.89 | Best Trade (Oct 14) $2.59M | Sharpe Ratio -132.69 |
| Average Loss -$45,520.82 | Worst Trade (Oct 14) -$655,362.36 | Z-Score 0.41 (31.7%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $107,546.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,667 | 2,400 | 2,133 | 1,867 | 1,600 | 1,333 | 1,067 | 800 | 533 | 267 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,136 | $235,658.19 | $390,920.32 | - | $155,262.13 | 65.88% | +0.62% |
| ACIO Aptus Collared Investment Opportunity ETF | 416,378 | $17.52M | $19.5M | - | $1.98M | 11.31% | -0.962% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 86,829 | $6.71M | $6.39M | - | -$327,654.72 | -4.88% | +0.027% |
| CEMB iShares J.P. Morgan EM Corporate Bond ETF | 5,460 | $248,104.49 | $240,867.9 | - | -$7,236.59 | -2.92% | -0.057% |
| CGW Invesco S&P Global Water Index ETF | 10,443 | $652,669.89 | $668,352 | - | $15,682.11 | 2.4% | -0.03% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 223,278 | $9.8M | $12.23M | - | $2.43M | 24.85% | -0.527% |
| DFUS Dimensional U.S. Equity Market ETF | 156,140 | $10.53M | $12.94M | - | $2.41M | 22.87% | -1.333% |
| DRSK Aptus Defined Risk ETF | 429,155 | $12.33M | $11.68M | - | -$648,185.96 | -5.26% | -0.293% |
| DSI iShares MSCI KLD 400 Social ETF | 6,645 | $771,918.16 | $964,920.45 | - | $193,002.29 | 25% | -1.573% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 21,841 | $1.04M | $997,696.88 | - | -$39,222.28 | -3.78% | +0.022% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 33,679 | $3.09M | $3.45M | - | $366,125.26 | 11.85% | -0.214% |
| ESGE iShares ESG Aware MSCI EM ETF | 32,895 | $1.34M | $1.67M | - | $328,937.2 | 24.47% | -2.06% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 27,681 | $1.18M | $1.43M | - | $251,004.34 | 21.24% | -1.55% |
| FNDF Schwab Fundamental International Large Company Index ETF | 24,510 | $982,534.37 | $1.32M | - | $336,593.83 | 34.26% | +0.168% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 27,682 | $680,722.35 | $898,280.9 | - | $217,558.55 | 31.96% | -0.399% |
| GE General Electric Company | 678 | $209,217.59 | $213,020.82 | - | $3,803.23 | 1.82% | +0.702% |
| GRNB VanEck Green Bond ETF | 32,617 | $788,516.41 | $762,262.55 | - | -$26,253.86 | -3.33% | -0.128% |
| GSY Invesco Ultra Short Duration ETF | 7,173 | $359,676.6 | $359,259.7 | - | -$416.9 | -0.12% | +0.03% |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 1,723 | $212,950.07 | $243,373.75 | - | $30,423.68 | 14.29% | -0.261% |
| JNJ Johnson & Johnson | 1,280 | $195,495.19 | $327,219.2 | - | $131,724.01 | 67.38% | +0.932% |
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FAQ
Which stocks have generated the highest profits for Andrew J. Pulsfort?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard High Dividend Yield ETF - $561,939.34, First Trust TCW Unconstrained Plus Bond ETF - $458,182.29, Aptus Defined Risk ETF - $429,609.46, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $348,534.32, and VictoryShares Core Intermediate Bond ETF - $311,278.85. 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: Invesco S&P 500 Equal Weight Real Estate ETF - $5,560.33, Microsoft Corp - $2,759.82, and The Real Estate Select Sector SPDR Fund - $1,902.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew J. Pulsfort's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.96M earned over time. The largest contributors to dividend income include First Trust TCW Unconstrained Plus Bond ETF - $458,003.66, Aptus Defined Risk ETF - $429,609.46, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $348,534.32, VictoryShares Core Intermediate Bond ETF - $311,447.55, and Xtrackers MSCI EAFE Hedged Equity ETF - $271,705.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew J. Pulsfort's monthly returns?
Andrew J. Pulsfort'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 Andrew J. Pulsfort's strategy be considered aggressive or moderate?
Andrew J. Pulsfort's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Andrew J. Pulsfort's strategy?
Andrew J. Pulsfort's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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