Andy Peters Portfolio
Invests via Goldstein Advisors LLC | Managed by Andy Peters, Kyle Kerkenbush, Jon Goldstein
Invests via Goldstein Advisors LLC
Managed by Andy Peters, Kyle Kerkenbush, Jon Goldstein
Automatically Tracked
Andy Peters Profile
With a dynamic background in technology and innovation, Andy Peters has established himself as a leading figure in the entrepreneurial landscape. His journey encompasses successful ventures that bridge gaps between emerging technologies and market needs. As an operating executive, he has championed initiatives that drive operational excellence while fostering sustainable growth within diverse sectors. Peters' commitment to strategic vision is underscored by his hands-on approach to cultivating partnerships and building teams adept at navigating competitive challenges. With deep insights into consumer behaviors, he continues to shape business strategies that leverage digital transformations for enhanced client engagement.
With a dynamic background in technology and innovation, Andy Peters has established himself as a leading figure in the entrepreneurial landscape. His journey encompasses successful ventures that bridge gaps between emerging technologies and market needs. As an operating executive, he has championed initiatives that drive operational excellence while fostering sustainable growth within diverse sectors. Peters' commitment to strategic vision is underscored by his hands-on approach to cultivating partnerships and building teams adept at navigating competitive challenges. With deep insights into consumer behaviors, he continues to shape business strategies that leverage digital transformations for enhanced client engagement.
Investment Philosophy & Strategy
A seasoned entrepreneur, Andy Peters exhibits a keen eye for identifying transformative market opportunities. His adeptness in technology and innovation informs investment decisions that prioritize high-growth sectors poised for disruption. By leveraging insights gained from his operational roles, he applies an entrepreneurial mindset to catalyze strategic initiatives that not only enhance competitiveness but also yield sustainable returns. The commitment to fostering strong partnerships drives his approach to capital allocation, ensuring alignment with long-term value creation through innovative ventures.
A seasoned entrepreneur, Andy Peters exhibits a keen eye for identifying transformative market opportunities. His adeptness in technology and innovation informs investment decisions that prioritize high-growth sectors poised for disruption. By leveraging insights gained from his operational roles, he applies an entrepreneurial mindset to catalyze strategic initiatives that not only enhance competitiveness but also yield sustainable returns. The commitment to fostering strong partnerships drives his approach to capital allocation, ensuring alignment with long-term value creation through innovative ventures.
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:
52.68%
Gain +1.23%
Monthly
1.3%
Yearly
16.85%
Drawdown
17.87%
$1.07B
Equity
Holdings
$1.07B
Investment
$873.15M
$309.25M
Profit +$9.28M
Realized
$111.79M
Unrealized
$197.46M
Dividends
$49.11M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.23%
Profit
$9.28M
Win %
75%
This Week
Compared To Last Week
Gain
-1.1%
Profit
-$11.89M
Win %
75%
This Month
Compared to last month
Gain
-1.94%
Profit
-$21.19M
Win %
75%
This Year
Compared to last year
Gain
-2.04%
Profit
-$22.29M
Win %
77%
NBIS Nebius Group N.V.
+2.76%
+$37,527.05 
MSFT Microsoft Corp.
+2.15%
+$102,546.17 
WDC Western Digital Corporation
+2.14%
+$24,429 
PGR Progressive Corporation
+2.06%
+$6,976.4 
SNOW Snowflake Inc.
+2.02%
+$6,718.41 
GEV GE Vernova Inc.
+2.02%
+$17,434.8 
AVGO Broadcom Inc.
+1.98%
+$49,367.62 
MU Micron Technology, Inc.
+1.95%
+$22,800.3 
AMD Advanced Micro Devices, Inc.
+1.57%
+$10,426.34 
GOOG Alphabet Inc
+1.52%
+$73,710 
GOOGL Alphabet Inc
+1.5%
+$59,821.31 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+1.48%
+$4,760.44 
CVX Chevron Corporation
+1.22%
+$2,876.24 
CI The Cigna Group
+0.89%
+$4,389.85 
ACN Accenture plc Class A
+0.81%
+$2,477.74 
TJX The TJX Companies, Inc.
+0.8%
+$5,107.52 
SHOP Shopify Inc.
+0.74%
+$3,092.12 
EMEQ Macquarie Focused Emerging Markets Equity ETF
+0.72%
+$8,631.9 
MA Mastercard Incorporated
+0.71%
+$3,233.3 
KO The Coca-Cola Company
+0.69%
+$1,434.72 
DUK Duke Energy Corporation
+0.67%
+$2,352.83 
V Visa Inc. Class A
+0.56%
+$7,380.72 
RTX RTX Corporation
+0.48%
+$2,338.05 
ETN Eaton Corporation plc
+0.35%
+$1,855.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$2,061.04 
IALT iShares Systematic Alternatives Active ETF
+0.28%
+$42,156.32 
NVDA NVIDIA Corporation
+0.23%
+$20,027.64 
MAR Marriott International Inc. - Class A
+0.19%
+$482.32 
IUSG iShares Core S&P U.S. Growth ETF
+0.18%
+$596.95 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.18%
+$18,106.47 
IBM International Business Machines Corporation
+0.15%
+$677.16 
AZZ Azz Inc.
+0.12%
+$241.56 
VGT Vanguard Information Technology ETF
+0.12%
+$439.8 
AVSC Avantis U.S. Small Cap Equity ETF
+0.1%
+$221.34 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$2,017.17 
IWC iShares Micro-Cap ETF
+0.09%
+$169.99 
ADEA Adeia Inc.
+0.08%
+$125.3 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$949.41 
QXO Qxo Inc.
+0.07%
+$288.58 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$503.88 
RYT Invesco S&P 500 Equal Weight ETF
+0.07%
+$1,000.88 
DSI iShares MSCI KLD 400 Social ETF
+0.06%
+$208.91 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.06%
+$7,844.75 
KLAC KLA Corporation
+0.04%
+$252.9 
ARWR Arrowhead Pharmaceuticals Inc.
+0.04%
+$106.98 
SCHW Charles Schwab Corporation
+0.04%
+$276.64 
CGSM Capital Group Short Duration Municipal Income ETF
+0.04%
+$236.16 
PYLD PIMCO Multisector Bond Active ETF
+0.04%
+$97.32 
SDY SPDR S&P Dividend ETF
+0.04%
+$166.9 
VUG Vanguard Growth ETF
+0.04%
+$873.9 
SNPE Xtrackers S&P 500 ESG ETF
+0.03%
+$228.4 
BMO Bank of Montreal
+0.03%
+$67.41 
NTRA NATERA INC (Common Stock) – ticker 45E
+0.03%
+$119.04 
BAC Bank of America Corporation
+0.02%
+$105.18 
THRO iShares U.S. Thematic Rotation Active ETF
+0.02%
+$6,655.25 
NXPI NXP Semiconductors N.V.
+0.02%
+$57.9 
IWP iShares Russell Mid-Cap Growth ETF
+0.02%
+$43.44 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.02%
+$215.98 
IMCB iShares Morningstar Mid-Cap ETF
+0.02%
+$730.09 
IWM iShares Russell 2000 ETF
+0.02%
+$163.68 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$1,930.58 
SUSA iShares MSCI USA ESG Select ETF
+0.02%
+$58.65 
XOM Exxon Mobil Corporation
+0.02%
+$147.96 
DFUV Dimensional US Marketwide Value ETF
+0.02%
+$88.19 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$138.03 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.02%
+$607.77 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.01%
+$94.52 
TMO Thermo Fisher Scientific Inc.
+0.01%
+$44.41 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.01%
+$12,432.56 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$33.82 
VTV Vanguard Value ETF
+0.01%
+$78.36 
APH Amphenol Corporation
+0.01%
+$47.14 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$28.32 
SGOL abrdn Physical Gold Shares ETF
+0.01%
+$28.6 
ADP Automatic Data Processing Inc.
+0.01%
+$36.36 
AMZN Amazon.com Inc
+0.01%
+$611.14 
DEUS Xtrackers Russell US Multifactor ETF
+0.01%
+$198.25 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.01%
+$32.5 
PEP PepsiCo, Inc.
+0.01%
+$47.25 
CRWD CrowdStrike Holdings, Inc.
+0.01%
+$96.36 
HOOD Robinhood Markets, Inc.
+0.01%
+$25.22 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.01%
+$23.68 
SE Sea Ltd.
+0.01%
+$38.8 
SO The Southern Company
+0.01%
+$27.25 
PNC The PNC Financial Services Group, Inc.
+0.01%
+$52.84 
SU Suncor Energy Inc.
+0.01%
+$26.75 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.01%
+$32.46 
IEMG iShares Core MSCI Emerging Markets ETF
+0.01%
+$90.77 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.01%
+$12,449.65 
PWR Quanta Services Inc.
+0.01%
+$22.27 
DGX Quest Diagnostics Inc.
+0.01%
+$9.5 
META Meta Platforms Inc Class A
0%
+$35.84 
FMAR FT Vest U.S. Equity Buffer ETF
0%
+$2.35 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
0%
+$54.85 
018802AE8
0%
$0 
09257WAE0
0%
$0 
140501AE7
0%
$0 
37940XAU6
0%
$0 
40637HAD1
0%
$0 
516544AB9
0%
$0 
682189AU9
0%
$0 
69352PAS2
0%
$0 
842587DZ7
0%
$0 
85571BBA2
0%
$0 
87157DAJ8
0%
$0 
90353TAM2
0%
$0 
ABVX Abivax SA ADR
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
0%
$0 
DDTA Innovator Equity Daily 10 Buffer ETF April
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EMGF iShares MSCI Emerging Markets Multifactor ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
EUSB iShares ESG Advanced Total USD Bond Market ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
ISCB iShares Morningstar Small-Cap ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
MGEE Mge Energy Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
MTW Manitowoc Company Inc.
0%
$0 
MUSI American Century Multisector Income ETF
0%
$0 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PDEC Innovator U.S. Equity Power Buffer ETF - December
0%
-$0.47 
PJAN Innovator U.S. Equity Power Buffer ETF - January
0%
$0 
PJUL Innovator U.S. Equity Power Buffer ETF July
0%
$0 
PNOV Innovator U.S. Equity Power Buffer ETF – November
0%
$0 
POCT Innovator U.S. Equity Power Buffer ETF - October
0%
$0 
PUSH PGIM Ultra Short Municipal Bond ETF
0%
$0 
PWV Invesco Large Cap Value ETF
0%
$0 
PXH Invesco FTSE RAFI Emerging Markets ETF
0%
$0 
QQQJ Invesco NASDAQ Next Gen 100 ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
QUS SPDR MSCI USA StrategicFactors ETF
0%
-$4.16 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 
SYSB iShares Systematic Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBND VictoryShares Core Plus Intermediate Bond Fund
0%
$0 
UITB VictoryShares Core Intermediate Bond ETF
0%
-$1.53 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
USXF iShares ESG Aware MSCI USA ETF
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
TLNE TALEN ENERGY CORP NEW
-11.02%
-$64,505.06 
ORCL Oracle Corporation
-3.99%
-$16,536.24 
SPCX Space Exploration Technologies Corp. Class A
-3.34%
-$19,106.1 
TSLA Tesla, Inc.
-2.96%
-$39,140.71 
LLY Eli Lilly and Company
-2.74%
-$16,936.49 
GE General Electric Company
-2.16%
-$9,126.35 
AAPL Apple Inc.
-2.14%
-$195,430.95 
BA Boeing Company
-2.13%
-$9,291.1 
MS Morgan Stanley
-2.12%
-$10,346.64 
NFLX Netflix, Inc.
-1.96%
-$7,479 
LOW Lowe's Companies Inc.
-1.93%
-$6,846.06 
DE Deere & Company
-1.88%
-$6,170.75 
UNP Union Pacific Corporation
-1.82%
-$5,208.5 
CAT Caterpillar Inc.
-1.81%
-$15,996.01 
WMT Walmart Inc.
-1.79%
-$8,466 
HD The Home Depot, Inc.
-1.72%
-$14,493.38 
JNJ Johnson & Johnson
-1.67%
-$16,656.31 
FAST Fastenal Co.
-1.6%
-$8,354.85 
NVO Novo Nordisk A/S Sponsored ADR
-1.41%
-$3,230.5 
WFC Wells Fargo & Company
-1.35%
-$5,275.78 
BKNG Booking Holdings Inc.
-1.23%
-$2,662.61 
AON Aon plc
-1.21%
-$3,499.69 
MCK McKesson Corporation
-1.18%
-$5,838.85 
LNT Alliant Energy Corporation
-1.15%
-$17,247.3 
CSCO Cisco Systems, Inc.
-1.11%
-$5,124.92 
IJJ iShares S&P Mid-Cap 400 Value ETF
-1.07%
-$5,403.6 
FITB Fifth Third Bancorp
-1.05%
-$2,567.48 
AXP American Express Company
-0.96%
-$6,539.06 
D Dominion Energy, Inc.
-0.96%
-$2,885.92 
GILD Gilead Sciences Inc.
-0.8%
-$2,733.85 
JCI Johnson Controls International plc
-0.78%
-$11,888.74 
ADI Analog Devices, Inc.
-0.77%
-$2,227.19 
AMAT Applied Materials, Inc.
-0.75%
-$1,191.95 
TROW T. Rowe Price Group, Inc.
-0.73%
-$2,567.1 
JPM JPMorgan Chase & Co.
-0.65%
-$10,075.19 
SBUX Starbucks Corporation
-0.65%
-$1,570.8 
C Citigroup Inc.
-0.49%
-$2,677.76 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$1,438.07 
ABBV AbbVie Inc.
-0.44%
-$4,385.65 
IXUS iShares Core International Stock ETF
-0.39%
-$60,498.36 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$6,839.14 
BNDX Vanguard Total International Bond ETF
-0.23%
-$22,791.45 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.17%
-$33,021.45 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$6,184.7 
PM Philip Morris International Inc.
-0.14%
-$834.08 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.12%
-$877.05 
SMH VanEck Semiconductor ETF
-0.09%
-$211.22 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.07%
-$657.03 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.06%
-$694.67 
SHLD Global X Defense Tech ETF
-0.05%
-$10,066.96 
AVDV Avantis International Small Cap Value ETF
-0.05%
-$435.3 
SPMO Invesco S&P 500 Momentum ETF
-0.05%
-$9,908.9 
APP AppLovin Corporation Class A Common Stock
-0.05%
-$269.41 
XLU Utilities Select Sector SPDR Fund
-0.04%
-$130.44 
PLXS Plexus Corp.
-0.04%
-$69.9 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.04%
-$195.16 
VFLO VictoryShares Free Cash Flow ETF
-0.04%
-$22,800.11 
SCHB Schwab U.S. Broad Market ETF
-0.04%
-$152.94 
VHT Vanguard Health Care ETF
-0.03%
-$359.84 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.03%
-$10,789.14 
JGRO JPMorgan Active Growth ETF
-0.03%
-$21,010.65 
MRVL Marvell Technology, Inc.
-0.03%
-$58.73 
SCHV Schwab U.S. Large-Cap Value ETF
-0.03%
-$177.88 
LMT Lockheed Martin Corporation
-0.03%
-$61.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.03%
-$130.43 
DFAT Dimensional US Targeted Value ETF
-0.03%
-$106.2 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.03%
-$91.8 
DFIV Dimensional International Value ETF
-0.03%
-$106.74 
VXF Vanguard Extended Market ETF
-0.03%
-$75.12 
HMOP Hartford Municipal Opportunities ETF
-0.03%
-$5,462.82 
SPLV Invesco S&P 500 Low Volatility ETF
-0.03%
-$65.28 
XLK State Street Technology Select Sector SPDR ETF
-0.02%
-$917.68 
AVDE Avantis International Equity ETF
-0.02%
-$219.18 
GLW Corning Incorporated
-0.02%
-$27.54 
ILCG iShares Morningstar Growth ETF
-0.02%
-$191.44 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$133.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.01%
-$289.86 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.01%
-$184.22 
ROKU Roku, Inc.
-0.01%
-$44.12 
DGRO iShares Core Dividend Growth ETF
-0.01%
-$35.27 
IJH iShares Core S&P Mid-Cap ETF
-0.01%
-$947.02 
VO Vanguard Mid-Cap ETF
-0.01%
-$331.99 
ABT Abbott Laboratories
-0.01%
-$33.78 
BINC iShares Flexible Income Active ETF
-0.01%
-$560.87 
DIS The Walt Disney Company
-0.01%
-$45.46 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.01%
-$160.29 
IVV iShares Core S&P 500 ETF
-0.01%
-$259.3 
MELI MercadoLibre, Inc.
-0.01%
-$26.08 
VWO Vanguard FTSE Emerging Markets ETF
-0.01%
-$68.81 
TAXF American Century Diversified Municipal Bond ETF
-0.01%
-$1,745.88 
CROX Crocs, Inc.
-0.01%
-$20.05 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$139.3 
MSI Motorola Solutions, Inc.
-0.01%
-$16.56 
PLD Prologis Inc.
-0.01%
-$23.06 
VOO Vanguard S&P 500 ETF
-0.01%
-$28.15 
VT Vanguard Total World Stock ETF
-0.01%
-$22.37 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.01%
-$1,584.46 
MCD McDonald's Corporation
0%
-$20 
QQQ Invesco QQQ Trust, Series 1
0%
-$267.72 
CB Chubb Limited
0%
-$11.8 
COST Costco Wholesale Corporation
0%
-$29.35 
ALAI Alger AI Enablers & Adopters ETF
0%
-$255.3 
BAPR Innovator U.S. Equity Buffer ETF
0%
-$4.27 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
0%
-$1.56 
PMAY Innovator U.S. Equity Power Buffer ETF - May
0%
-$2.42 Events
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Dividends
Dividend Analysis
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| Trades 2465 | Longs Won 1863/2465 75% | Profit Factor 12.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $877,020.09 |
| Average Win $180,500.58 | Best Trade (Jul 22) $23.69M | Sharpe Ratio -71.45 |
| Average Loss -$44,883.04 | Worst Trade (Jul 30) -$2M | Z-Score 15.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w 1d | Expectancy $125,457.6 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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 Andy Peters?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P Total U.S. Stock Market ETF - $20.89M, SPDR Portfolio Developed World ex-US ETF - $11.13M, Macquarie Focused Emerging Markets Equity ETF - $11.03M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $10.27M, and iShares MSCI USA Quality Factor ETF - $8.73M. 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: 252131AK3 - $3.41M, 90187BAB7 - $2.84M, 647551AE0 - $2.2M, 55024UAD1 - $2.19M, and 472145AD3 - $1.24M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andy Peters's portfolio generate?
The portfolio generates substantial dividend income, with a total of $49.11M earned over time. The largest contributors to dividend income include iMGP DBi Managed Futures Strategy ETF - $4.2M, iShares Core S&P Total U.S. Stock Market ETF - $4.14M, VictoryShares Core Plus Intermediate Bond Fund - $3.58M, PIMCO Active Bond Exchange-Traded Fund - $3.56M, and Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $2.66M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andy Peters's monthly returns?
Andy Peters'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 Andy Peters's strategy be considered aggressive or moderate?
Andy Peters'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 Andy Peters's strategy?
Andy Peters's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
