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:
7.13%
Gain +0.08%
Monthly
0.21%
Yearly
2.52%
Drawdown
19.16%
$238M
Equity
Holdings
$238M
Investment
$234.99M
$10.72M
Profit +$186,997.8
Realized
$7.7M
Unrealized
$3.02M
Dividends
$9.93M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$186,997.8
Win %
52%
This Week
Compared To Last Week
Gain
0.46%
Profit
$1.1M
Win %
52%
This Month
Compared to last month
Gain
1.06%
Profit
$2.51M
Win %
52%
This Year
Compared to last year
Gain
1.28%
Profit
$3.02M
Win %
52%
CEG Constellation Energy Corporation
+11.84%
+$31,458.24 
AMD Advanced Micro Devices, Inc.
+3.73%
+$10,257.3 
AMZN Amazon.com Inc
+2.04%
+$9,951.04 
WMT Walmart Inc.
+2.03%
+$4,941.6 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.87%
+$24,017.38 
PPL PPL Corporation
+1.59%
+$4,456.2 
MRK Merck & Co., Inc.
+1.32%
+$14,265.6 
MSFT Microsoft Corp.
+1.09%
+$40,980.93 
SLV iShares Silver Trust
+1.02%
+$4,396 
CVX Chevron Corporation
+0.99%
+$3,158.32 
SCHH Schwab U.S. REIT ETF
+0.89%
+$2,859.48 
GLD SPDR Gold Shares
+0.89%
+$4,475.37 
JNJ Johnson & Johnson
+0.87%
+$5,810.23 
VO Vanguard Mid-Cap ETF
+0.84%
+$3,686.85 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.79%
+$87,506.79 
VONG Vanguard Russell 1000 Growth Fund
+0.79%
+$2,048.8 
UDIV Franklin U.S. Core Dividend Tilt Index ETF
+0.78%
+$15,661.14 
IWF iShares Russell 1000 Growth ETF
+0.78%
+$1,791.98 
VUG Vanguard Growth ETF
+0.75%
+$15,474.67 
VIG Vanguard Dividend Appreciation ETF
+0.72%
+$203,392.6 
TEL TE Connectivity plc
+0.72%
+$7,695.45 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.71%
+$2,355.21 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$4,069.8 
ABBV AbbVie Inc.
+0.68%
+$10,791.28 
IVV iShares Core S&P 500 ETF
+0.66%
+$7,155.28 
SPY SPDR S&P 500 ETF Trust
+0.66%
+$7,470.79 
VOO Vanguard S&P 500 ETF
+0.65%
+$42,255.84 
AMLP Alerian MLP ETF
+0.65%
+$2,902.49 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.63%
+$111,455.12 
XOM Exxon Mobil Corporation
+0.62%
+$9,510.98 
SCHB Schwab U.S. Broad Market ETF
+0.62%
+$4,032.07 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.62%
+$1,766.56 
QQQ Invesco QQQ Trust, Series 1
+0.61%
+$1,318.12 
NXTG First Trust Indxx NextG ETF
+0.61%
+$1,677.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.59%
+$101,631.75 
FVAL Fidelity Value Factor ETF
+0.57%
+$2,893.79 
RSP Invesco S&P 500 Equal Weight ETF
+0.56%
+$4,586.02 
AVLV Avantis U.S. Large Cap Value ETF
+0.54%
+$13,837 
MS Morgan Stanley
+0.54%
+$2,046.92 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.5%
+$42,222.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.5%
+$1,092.2 
FALN iShares Fallen Angels USD Bond ETF
+0.48%
+$33,656.14 
CGBL Capital Group Core Balanced ETF
+0.47%
+$1,767.67 
VGK Vanguard FTSE Europe ETF
+0.46%
+$2,190.4 
DVY iShares Select Dividend ETF
+0.44%
+$6,796.6 
GOOGL Alphabet Inc
+0.43%
+$1,803 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$1,324.09 
NVDA NVIDIA Corporation
+0.41%
+$5,276.29 
COF Capital One Financial Corporation
+0.41%
+$1,410.15 
SCHD Schwab U.S. Dividend Equity ETF
+0.37%
+$69,665.55 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.36%
+$34,646.08 
COWZ Pacer US Cash Cows 100 ETF
+0.35%
+$1,866 
ITA iShares U.S. Aerospace & Defense ETF
+0.34%
+$5,382.52 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.34%
+$1,031.04 
FDHY Fidelity Enhanced High Yield ETF
+0.34%
+$812.48 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.32%
+$6,895.91 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.28%
+$2,227.5 
META Meta Platforms Inc Class A
+0.27%
+$1,660.52 
DIVB iShares Core Dividend ETF
+0.26%
+$11,654.18 
BND Vanguard Total Bond Market Index Fund
+0.24%
+$19,939.12 
GOOG Alphabet Inc
+0.22%
+$1,292.1 
IDV iShares International Select Dividend ETF
+0.2%
+$650.93 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.2%
+$719.21 
PFFD Global X U.S. Preferred ETF
+0.2%
+$3,121.09 
XLF Financial Select Sector SPDR Fund
+0.2%
+$1,481.13 
TSLA Tesla, Inc.
+0.17%
+$808.31 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.17%
+$1,375.14 
CAH Cardinal Health Inc.
+0.16%
+$541.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.15%
+$915.25 
AAPL Apple Inc.
+0.09%
+$1,871.12 
VB Vanguard Small-Cap ETF
+0.08%
+$6,102.23 
FLOT iShares Floating Rate Bond ETF
+0.07%
+$139.97 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$2,927.93 
IAGG iShares International Aggregate Bond Fund
+0.06%
+$1,712.54 
VUSB Vanguard Ultra-Short Bond ETF
+0.06%
+$199.02 
CMBS iShares CMBS ETF
+0.03%
+$3,928.91 
VXF Vanguard Extended Market ETF
+0.03%
+$83.46 
INTC Intel Corporation
-1.8%
-$3,713.93 
ABT Abbott Laboratories
-1.73%
-$8,162.13 
ASML ASML Holding N.V. New York Registry Shares
-1.29%
-$3,283.48 
MU Micron Technology, Inc.
-0.96%
-$3,071.99 
ALL Allstate Corporation
-0.61%
-$3,900.39 
MSTR Strategy Inc.
-0.59%
-$2,715 
MCD McDonald's Corporation
-0.39%
-$791.69 
AVEM Avantis Emerging Markets Equity ETF
-0.33%
-$3,260.25 
GD General Dynamics Corporation
-0.32%
-$742 
JPM JPMorgan Chase & Co.
-0.26%
-$1,439.85 
SVAL iShares U.S. Small Cap Value Factor ETF
-0.2%
-$4,095.05 
RDVY First Trust Rising Dividend Achievers ETF
-0.18%
-$1,799.28 
IBM International Business Machines Corporation
-0.06%
-$140.7 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.05%
-$207.64 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.03%
-$3,946.98 
CUSD CrossingBridge Ultra-Short Duration Fund
-0.03%
-$458.82 
SMMD iShares Russell 2500 ETF
-0.01%
-$101.72 Events
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Dividends
Dividend Analysis
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| Trades 718 | Longs Won 533/718 74% | Profit Factor 9.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $233,308.32 |
| Average Win $76,893.96 | Best Trade (Mar 30) $3.88M | Sharpe Ratio -10.74 |
| Average Loss -$23,979.16 | Worst Trade (Oct 02) -$580,319.44 | Z-Score -8.9 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 1d | Expectancy $14,927.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,343 | $1.84M | $2.11M | - | $277,925.45 | 15.14% | +0.089% |
| ABBV AbbVie Inc. | 5,962 | $1.5M | $1.6M | - | $94,974.4 | 6.33% | +0.681% |
| ABT Abbott Laboratories | 4,718 | $428,118 | $464,109.66 | - | $35,991.66 | 8.41% | -1.728% |
| ALL Allstate Corporation | 2,847 | $677,415 | $635,848.98 | - | -$41,566.02 | -6.14% | -0.61% |
| AMD Advanced Micro Devices, Inc. | 435 | $252,696 | $285,068.55 | - | $32,372.55 | 12.81% | +3.732% |
| AMLP Alerian MLP ETF | 8,413 | $436,226 | $448,539.09 | - | $12,313.09 | 2.82% | +0.651% |
| AMZN Amazon.com Inc | 1,936 | $461,426 | $496,661.44 | - | $35,235.44 | 7.64% | +2.045% |
| ASML ASML Holding N.V. New York Registry Shares | 137 | $272,553 | $251,517.34 | - | -$21,035.66 | -7.72% | -1.289% |
| AVEM Avantis Emerging Markets Equity ETF | 10,350 | $998,637 | $997,170.75 | - | -$1,466.25 | -0.15% | -0.326% |
| AVLV Avantis U.S. Large Cap Value ETF | 27,674 | $2.52M | $2.56M | - | $33,461.08 | 1.33% | +0.544% |
| BND Vanguard Total Bond Market Index Fund | 117,220 | $8.61M | $8.21M | - | -$393,836.29 | -4.58% | +0.243% |
| BRK-B Berkshire Hathaway Inc. | 613 | $306,739 | $310,435.47 | - | $3,696.47 | 1.21% | +0.428% |
| CAH Cardinal Health Inc. | 1,464 | $347,682 | $341,829.36 | - | -$5,852.64 | -1.68% | +0.159% |
| CEG Constellation Energy Corporation | 993 | $246,666 | $297,204.9 | - | $50,538.9 | 20.49% | +11.838% |
| CGBL Capital Group Core Balanced ETF | 10,101 | $383,430 | $376,716.79 | - | -$6,713.21 | -1.75% | +0.471% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 12,130 | $1.09M | $1.31M | - | $220,077.7 | 20.19% | +1.868% |
| CMBS iShares CMBS ETF | 261,927 | $12.74M | $12.36M | - | -$379,778.59 | -2.98% | +0.032% |
| COF Capital One Financial Corporation | 1,785 | $358,107 | $349,735.05 | - | -$8,371.95 | -2.34% | +0.405% |
| COWZ Pacer US Cash Cows 100 ETF | 7,775 | $483,628 | $528,000.25 | - | $44,372.25 | 9.17% | +0.355% |
| CUSD CrossingBridge Ultra-Short Duration Fund | 91,765 | $1.78M | $1.78M | - | $911.47 | 0.05% | -0.026% |
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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 - $6.9M, Vanguard Dividend Appreciation ETF - $5.9M, Schwab U.S. Dividend Equity ETF - $2.53M, WisdomTree International Hedged Quality Dividend Growth Fund - $2.23M, and Fidelity Enhanced Large Cap Growth ETF - $2.05M. 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 $9.93M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.21M, iShares Fallen Angels USD Bond ETF - $1.07M, Vanguard Dividend Appreciation ETF - $928,296.84, Vanguard Total Bond Market Index Fund - $829,356.6, and Vanguard Intermediate-Term Corporate Bond Fund - $618,199.24. 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.
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