Andrew Dziedzic Portfolio
Invests via Prepared Retirement Institute LLC | Managed by Andrew Dziedzic
Invests via Prepared Retirement Institute LLC
Managed by Andrew Dziedzic
Automatically Tracked
Seasoned private markets executive focused on healthcare and growth-stage investing. Andrew Dziedzic brings operational and investment experience across venture and growth equity, advising portfolio companies on commercial scaling and capital strategy. He has worked across cross-border deals, corporate development and investor relations, with an analytical, growth-oriented investment approach.
Seasoned private markets executive focused on healthcare and growth-stage investing. Andrew Dziedzic brings operational and investment experience across venture and growth equity, advising portfolio companies on commercial scaling and capital strategy. He has worked across cross-border deals, corporate development and investor relations, with an analytical, growth-oriented investment approach.
Investment Philosophy & Strategy
Combines growth-stage, healthcare-focused capital deployment with an operator-investor mindset, prioritizing scalable commercial models and repeatable unit economics. Targets late-venture to growth equity opportunities where active governance and commercial scaling drive value; employs cross-border deal sourcing and corporate development levers to expand markets and strategic exits. Allocation favors concentrated, conviction-weighted positions with multi-year horizons, disciplined downside protection via milestone-based financing and hands-on portfolio support to accelerate revenue and de-risk commercial execution.
Combines growth-stage, healthcare-focused capital deployment with an operator-investor mindset, prioritizing scalable commercial models and repeatable unit economics. Targets late-venture to growth equity opportunities where active governance and commercial scaling drive value; employs cross-border deal sourcing and corporate development levers to expand markets and strategic exits. Allocation favors concentrated, conviction-weighted positions with multi-year horizons, disciplined downside protection via milestone-based financing and hands-on portfolio support to accelerate revenue and de-risk commercial execution.
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:
8.91%
Gain -0.01%
Monthly
0.27%
Yearly
3.33%
Drawdown
19.16%
$241.97M
Equity
Holdings
$241.97M
Investment
$234.99M
$14.69M
Profit -$26,104.12
Realized
$7.7M
Unrealized
$6.99M
Dividends
$9.08M
Goals
Avg. 79.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$26,104.12
Win %
70%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$26,104.12
Win %
70%
This Month
Compared to last month
Gain
2.69%
Profit
$6.33M
Win %
70%
This Year
Compared to last year
Gain
2.97%
Profit
$6.99M
Win %
70%
MRK Merck & Co., Inc.
+1.82%
+$18,142.02 
GLD SPDR Gold Shares
+1.02%
+$5,404.96 
GOOGL Alphabet Inc
+0.91%
+$3,870.45 
ABT Abbott Laboratories
+0.75%
+$3,821.58 
CUSD CrossingBridge Ultra-Short Duration Fund
+0.75%
+$13,305.92 
WMT Walmart Inc.
+0.72%
+$1,879.2 
TSLA Tesla, Inc.
+0.7%
+$2,904.91 
JPM JPMorgan Chase & Co.
+0.64%
+$3,756.87 
AVLV Avantis U.S. Large Cap Value ETF
+0.42%
+$10,792.86 
CAH Cardinal Health Inc.
+0.33%
+$1,141.93 
CEG Constellation Energy Corporation
+0.2%
+$536.21 
CMBS iShares CMBS ETF
+0.19%
+$23,573.43 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.09%
+$260.65 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.07%
+$10,525.28 
XLF Financial Select Sector SPDR Fund
+0.04%
+$282.12 
AMD Advanced Micro Devices, Inc.
+0.03%
+$52.21 
MSTR Strategy Inc.
+0.02%
+$55.97 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$116.28 
SLV iShares Silver Trust
+0.02%
+$78.5 
VXF Vanguard Extended Market ETF
+0.01%
+$41.73 
VGK Vanguard FTSE Europe ETF
+0.01%
+$54.76 
IVV iShares Core S&P 500 ETF
+0.01%
+$83.04 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$17.12 
MCD McDonald's Corporation
0%
+$4.33 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
$0 
DIVB iShares Core Dividend ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
FALN iShares Fallen Angels USD Bond ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FVAL Fidelity Value Factor ETF
0%
+$0.62 
GD General Dynamics Corporation
0%
$0 
GLTR abrdn Physical Precious Metals Basket Shares ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
INTC Intel Corporation
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
NXTG First Trust Indxx NextG ETF
0%
$0 
PPL PPL Corporation
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SMMD iShares Russell 2500 ETF
0%
$0 
SVAL iShares U.S. Small Cap Value Factor ETF
0%
$0 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
NVDA NVIDIA Corporation
-2.86%
-$34,440.98 
AAPL Apple Inc.
-1.62%
-$32,159.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$2,782.36 
AVEM Avantis Emerging Markets Equity ETF
-0.43%
-$4,140 
IBM International Business Machines Corporation
-0.41%
-$974.85 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$770.56 
UDIV Franklin U.S. Core Dividend Tilt Index ETF
-0.15%
-$3,054.7 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.11%
-$9,819.25 
PFFD Global X U.S. Preferred ETF
-0.11%
-$1,783.48 
XOM Exxon Mobil Corporation
-0.06%
-$881.35 
ABBV AbbVie Inc.
-0.06%
-$894.26 
COF Capital One Financial Corporation
-0.05%
-$196.35 
META Meta Platforms Inc Class A
-0.05%
-$233.11 
VB Vanguard Small-Cap ETF
-0.05%
-$3,796.56 
FDHY Fidelity Enhanced High Yield ETF
-0.04%
-$101.57 
TEL TE Connectivity plc
-0.03%
-$342.07 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$336.27 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$5,691.63 
MS Morgan Stanley
-0.03%
-$119.82 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$90.55 
CGBL Capital Group Core Balanced ETF
-0.03%
-$101.01 
GOOG Alphabet Inc
-0.02%
-$135.1 
ALL Allstate Corporation
-0.02%
-$170.82 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.02%
-$3,843.28 
MSFT Microsoft Corp.
-0.02%
-$714.76 
AMLP Alerian MLP ETF
-0.02%
-$84.13 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$108.97 
AMZN Amazon.com Inc
-0.01%
-$77.46 
VOO Vanguard S&P 500 ETF
-0.01%
-$1,001.03 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$3,589.26 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.01%
-$237.79 
VUG Vanguard Growth ETF
-0.01%
-$224.27 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$879.91 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$266.18 
CVX Chevron Corporation
-0.01%
-$15.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$8.61 
JNJ Johnson & Johnson
0%
-$26.36 
QQQ Invesco QQQ Trust, Series 1
0%
-$4.28 
MU Micron Technology, Inc.
0%
-$3 Events
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Dividends
Dividend Analysis
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| Trades 718 | Longs Won 550/718 76% | Profit Factor 21.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $233,180.89 |
| Average Win $77,210.11 | Best Trade (Mar 30) $3.88M | Sharpe Ratio -10.74 |
| Average Loss -$11,584.93 | Worst Trade (Aug 11) -$152,192.88 | Z-Score -5.93 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w | Expectancy $20,458.39 |
| 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 | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Andrew Dziedzic?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $6.88M, Vanguard Dividend Appreciation ETF - $5.78M, Schwab U.S. Dividend Equity ETF - $2.37M, WisdomTree International Hedged Quality Dividend Growth Fund - $2.19M, and Fidelity Enhanced Large Cap Growth ETF - $2.04M. 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: Comcast Corp - $32,152.48, Netflix, Inc - $29,444.29, Airbnb, Inc - $21,988.22, Vanguard Real Estate ETF - $18,721.51, and Franklin Resources Inc - $15,054.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Dziedzic's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.08M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.06M, iShares Fallen Angels USD Bond ETF - $1.03M, Vanguard Dividend Appreciation ETF - $817,089.6, Vanguard Total Bond Market Index Fund - $799,711.66, and Vanguard Intermediate-Term Corporate Bond Fund - $534,046.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Dziedzic's monthly returns?
Andrew Dziedzic's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Andrew Dziedzic's strategy be considered aggressive or moderate?
Andrew Dziedzic'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 Andrew Dziedzic's strategy?
Andrew Dziedzic'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.
