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:
61.92%
Gain -0.57%
Monthly
1.35%
Yearly
17.48%
Drawdown
17.89%
$1.1B
Equity
Holdings
$1.1B
Investment
$873.15M
$338.73M
Profit -$4.49M
Realized
$111.08M
Unrealized
$227.65M
Dividends
$49.75M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$4.49M
Win %
76%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$4.49M
Win %
76%
This Month
Compared to last month
Gain
-0.96%
Profit
-$10.62M
Win %
76%
This Year
Compared to last year
Gain
0.72%
Profit
$7.9M
Win %
77%
CRWD CrowdStrike Holdings, Inc.
+14.38%
+$143,179.63 
PANW Palo Alto Networks, Inc.
+14.16%
+$77,456.84 
ACN Accenture plc Class A
+6.28%
+$24,670.82 
SHOP Shopify Inc.
+4.17%
+$18,065.37 
YUM Yum! Brands, Inc.
+4.02%
+$7,403.28 
NFLX Netflix, Inc.
+3.87%
+$16,592.3 
NTRA NATERA INC (Common Stock) – ticker 45E
+3.63%
+$20,292.95 
CI The Cigna Group
+3.4%
+$16,819 
MCK McKesson Corporation
+3.3%
+$17,099.03 
ADP Automatic Data Processing Inc.
+3.1%
+$10,095.95 
GOOGL Alphabet Inc
+3.09%
+$119,757 
APP AppLovin Corporation Class A Common Stock
+2.97%
+$12,958.15 
GOOG Alphabet Inc
+2.97%
+$139,838.26 
META Meta Platforms Inc Class A
+2.85%
+$66,050.9 
IBM International Business Machines Corporation
+2.73%
+$13,625.3 
SE Sea Ltd.
+2.38%
+$9,821.46 
MSFT Microsoft Corp.
+2.3%
+$137,777.66 
MSI Motorola Solutions, Inc.
+2.28%
+$5,859.48 
WMT Walmart Inc.
+2.27%
+$10,105.25 
AON Aon plc
+2.23%
+$5,340.4 
DIS The Walt Disney Company
+2.14%
+$10,364.88 
LLY Eli Lilly and Company
+2.07%
+$12,143.28 
HOOD Robinhood Markets, Inc.
+2.05%
+$5,825.82 
MCD McDonald's Corporation
+2.02%
+$10,220.4 
GILD Gilead Sciences Inc.
+1.93%
+$7,077.35 
DGX Quest Diagnostics Inc.
+1.85%
+$4,118.66 
PM Philip Morris International Inc.
+1.81%
+$11,067.61 
ABBV AbbVie Inc.
+1.7%
+$17,246.12 
ROKU Roku, Inc.
+1.69%
+$5,782.32 
MAR Marriott International Inc. - Class A
+1.68%
+$3,921.39 
COST Costco Wholesale Corporation
+1.61%
+$21,300.95 
KMB Kimberly-Clark Corporation
+1.45%
+$3,504.07 
PGR Progressive Corporation
+1.43%
+$5,085.6 
VHT Vanguard Health Care ETF
+1.37%
+$15,327.52 
NVO Novo Nordisk A/S Sponsored ADR
+1.2%
+$2,343.25 
LMT Lockheed Martin Corporation
+1.17%
+$2,521.44 
SNOW Snowflake Inc.
+1.16%
+$4,717.71 
KO The Coca-Cola Company
+1.11%
+$2,510.76 
LOW Lowe's Companies Inc.
+1.09%
+$3,661.43 
V Visa Inc. Class A
+1.06%
+$14,375.84 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$7,884.24 
SHLD Global X Defense Tech ETF
+1.02%
+$211,392.09 
HD The Home Depot, Inc.
+1.01%
+$7,731.48 
VFLO VictoryShares Free Cash Flow ETF
+0.99%
+$652,302.49 
ABT Abbott Laboratories
+0.94%
+$3,242.88 
COWZ Pacer US Cash Cows 100 ETF
+0.93%
+$20,206.55 
CB Chubb Limited
+0.9%
+$3,572.37 
AXP American Express Company
+0.89%
+$5,516.12 
BKNG Booking Holdings Inc.
+0.87%
+$1,802.94 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$33,029.7 
DE Deere & Company
+0.74%
+$2,737.32 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.69%
+$2,264.86 
SDY SPDR S&P Dividend ETF
+0.64%
+$2,973.32 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$7,321.58 
MA Mastercard Incorporated
+0.6%
+$2,883.85 
JNJ Johnson & Johnson
+0.59%
+$6,157.36 
AAPL Apple Inc.
+0.55%
+$50,019.66 
MRK Merck & Co., Inc.
+0.52%
+$3,325.54 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.52%
+$2,195.69 
SBUX Starbucks Corporation
+0.39%
+$877.8 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$4,789.72 
TMO Thermo Fisher Scientific Inc.
+0.36%
+$1,220.99 
MELI MercadoLibre, Inc.
+0.34%
+$1,049.72 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+0.31%
+$977.5 
QUS SPDR MSCI USA StrategicFactors ETF
+0.29%
+$5,916.85 
FVD First Trust Value Line Dividend Index Fund
+0.28%
+$10,920.15 
FAST Fastenal Co.
+0.21%
+$1,201.72 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.2%
+$975.8 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.2%
+$40,097.47 
UNP Union Pacific Corporation
+0.18%
+$473.51 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.16%
+$316.89 
D Dominion Energy, Inc.
+0.15%
+$424.4 
TJX The TJX Companies, Inc.
+0.11%
+$576.67 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$2,041.74 
DEUS Xtrackers Russell US Multifactor ETF
+0.07%
+$1,112.67 
PEP PepsiCo, Inc.
+0.07%
+$283.65 
IWC iShares Micro-Cap ETF
+0.06%
+$120 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$2,895.87 
PUSH PGIM Ultra Short Municipal Bond ETF
+0.02%
+$698.71 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$289.13 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 5165
516544AB9
0%
$0 3794
37940XAU6
0%
$0 8425
842587DZ7
0%
$0 0925
09257WAE0
0%
$0 6821
682189AU9
0%
$0 8557
85571BBA2
0%
$0 6935
69352PAS2
0%
$0 1405
140501AE7
0%
$0 9035
90353TAM2
0%
$0 4063
40637HAD1
0%
$0 8715
87157DAJ8
0%
$0 0188
018802AE8
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$406,021.77 
GLW Corning Incorporated
-14.09%
-$21,517.91 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.86%
-$51,303.86 
GEV GE Vernova Inc.
-8.6%
-$67,275.88 
ADEA Adeia Inc.
-7.81%
-$13,062.52 
ETN Eaton Corporation plc
-7.51%
-$41,778.25 
ASML ASML Holding N.V. New York Registry Shares
-6.88%
-$19,629.13 
AMAT Applied Materials, Inc.
-6.61%
-$9,081.17 
MRVL Marvell Technology, Inc.
-6.59%
-$15,243.04 
KLAC KLA Corporation
-6.44%
-$32,708.4 
JCI Johnson Controls International plc
-5.83%
-$92,818.51 
APH Amphenol Corporation
-5.63%
-$44,547.3 
PLXS Plexus Corp.
-5.49%
-$9,795.16 
BAC Bank of America Corporation
-5.36%
-$23,560.32 
NBIS Nebius Group N.V.
-5.16%
-$88,505.94 
AVGO Broadcom Inc.
-4.83%
-$117,626.71 
MU Micron Technology, Inc.
-4.82%
-$64,920.82 
NXPI NXP Semiconductors N.V.
-4.79%
-$10,933.45 
PWR Quanta Services Inc.
-4.57%
-$16,576.33 
SMH VanEck Semiconductor ETF
-4.52%
-$11,312.41 
ADI Analog Devices, Inc.
-4.48%
-$13,036.8 
ORCL Oracle Corporation
-4.38%
-$21,588.98 
CAT Caterpillar Inc.
-4.17%
-$34,194.17 
EMEQ Macquarie Focused Emerging Markets Equity ETF
-4.12%
-$52,095.62 
AMD Advanced Micro Devices, Inc.
-3.87%
-$26,673.3 
ABVX Abivax SA ADR
-3.79%
-$7,188.12 
WDC Western Digital Corporation
-3.72%
-$39,804.88 
AZZ Azz Inc.
-3.7%
-$7,204.47 
MS Morgan Stanley
-3.43%
-$16,665.81 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.15%
-$8,961.59 
ARWR Arrowhead Pharmaceuticals Inc.
-2.99%
-$8,820.5 
NVDA NVIDIA Corporation
-2.84%
-$264,407.03 
SPMO Invesco S&P 500 Momentum ETF
-2.58%
-$540,820.32 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$35,579.88 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.25%
-$243,302.6 
MTW Manitowoc Company Inc.
-2.14%
-$8,588.5 
MTUM iShares MSCI USA Momentum Factor ETF
-2.14%
-$51,370.83 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.11%
-$47,465.27 
GE General Electric Company
-2.01%
-$7,902.24 
WFC Wells Fargo & Company
-1.93%
-$7,801.9 
JPM JPMorgan Chase & Co.
-1.73%
-$27,830.93 
CSCO Cisco Systems, Inc.
-1.69%
-$7,852.7 
USXF iShares ESG Aware MSCI USA ETF
-1.57%
-$4,695.23 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$64,008.18 
TSLA Tesla, Inc.
-1.44%
-$18,233.25 
SGOL abrdn Physical Gold Shares ETF
-1.39%
-$3,289 
QXO Qxo Inc.
-1.38%
-$4,669.53 
SPCX Space Exploration Technologies Corp. Class A
-1.37%
-$9,553.1 
XLU Utilities Select Sector SPDR Fund
-1.33%
-$3,684.93 
RTX RTX Corporation
-1.31%
-$6,523.8 
C Citigroup Inc.
-1.3%
-$7,573.08 
CORO Ishares International Country Rotational Active ETF
-1.28%
-$938,525.43 
VGT Vanguard Information Technology ETF
-1.25%
-$5,108.33 
AMZN Amazon.com Inc
-1.24%
-$64,802.04 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.2%
-$3,901.5 
ALAI Alger AI Enablers & Adopters ETF
-1.2%
-$344,651.22 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$9,565.28 
IXUS iShares Core International Stock ETF
-1.14%
-$186,536.61 
EFG iShares MSCI EAFE Growth ETF
-1.13%
-$3,292.68 
ILCG iShares Morningstar Growth ETF
-1.12%
-$12,300.02 
SCHF Schwab International Equity ETF
-1.12%
-$6,291.18 
BLCR iShares Large Cap Core ACT ETF
-1.12%
-$259,959.73 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$8,925.94 
VLUE iShares MSCI USA Value Factor ETF
-1.08%
-$6,507.6 
RYT Invesco S&P 500 Equal Weight ETF
-1.06%
-$17,265.13 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.06%
-$17,471.61 
CVX Chevron Corporation
-0.98%
-$2,637.6 
SCHV Schwab U.S. Large-Cap Value ETF
-0.92%
-$5,649.47 
XOM Exxon Mobil Corporation
-0.88%
-$7,200.77 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$3,912.9 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$5,151.34 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$58,241.73 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$4,980.2 
AVDV Avantis International Small Cap Value ETF
-0.77%
-$7,487.16 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$15,507.51 
AVDE Avantis International Equity ETF
-0.75%
-$7,616.51 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$10,220.7 
COP ConocoPhillips
-0.7%
-$2,365.46 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.69%
-$5,350.01 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$8,386.45 
IWY iShares Russell Top 200 Growth ETF
-0.64%
-$1,552.4 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$1,259.76 
VT Vanguard Total World Stock ETF
-0.62%
-$2,237 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.62%
-$7,518.95 
TROW T. Rowe Price Group, Inc.
-0.61%
-$1,940.25 
FITB Fifth Third Bancorp
-0.59%
-$1,367.92 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.59%
-$27,673.62 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$12,738.06 
PLD Prologis Inc.
-0.57%
-$1,800.24 
IUSG iShares Core S&P U.S. Growth ETF
-0.57%
-$1,962.78 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$2,866.18 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$35,214.25 
MGEE Mge Energy Inc.
-0.55%
-$4,314.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$3,618.72 
RDVY First Trust Rising Dividend Achievers ETF
-0.54%
-$2,118.01 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$10,646.5 
THRO iShares U.S. Thematic Rotation Active ETF
-0.54%
-$156,398.37 
LNT Alliant Energy Corporation
-0.49%
-$6,618.15 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$2,411.1 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.48%
-$64,603.84 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.47%
-$1,413.75 
VTV Vanguard Value ETF
-0.46%
-$2,690.36 
JGRO JPMorgan Active Growth ETF
-0.45%
-$294,149.1 
CROX Crocs, Inc.
-0.45%
-$1,002.5 
VO Vanguard Mid-Cap ETF
-0.43%
-$11,619.65 
DUK Duke Energy Corporation
-0.43%
-$1,428.51 
SO The Southern Company
-0.42%
-$1,008.25 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.42%
-$5,336.04 
SUSA iShares MSCI USA ESG Select ETF
-0.41%
-$1,241.42 
BMO Bank of Montreal
-0.38%
-$903.15 
DFIV Dimensional International Value ETF
-0.38%
-$1,565.52 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.37%
-$958.16 
IALT iShares Systematic Alternatives Active ETF
-0.37%
-$57,964.94 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.36%
-$3,617.66 
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$1,605.87 
PWV Invesco Large Cap Value ETF
-0.35%
-$1,151.12 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$3,179.88 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$1,274.4 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$13,297.22 
IVV iShares Core S&P 500 ETF
-0.33%
-$9,489.85 
VOO Vanguard S&P 500 ETF
-0.33%
-$1,633.28 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$685,141.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$12,257.3 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.31%
-$11,287.15 
SNPE Xtrackers S&P 500 ESG ETF
-0.29%
-$2,284 
VXF Vanguard Extended Market ETF
-0.28%
-$780.3 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$2,264.4 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.27%
-$245,665.9 
IMCB iShares Morningstar Mid-Cap ETF
-0.27%
-$9,990.76 
IWR iShares Russell Mid-Cap ETF
-0.24%
-$2,369.12 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-0.21%
-$8,248.8 
DSI iShares MSCI KLD 400 Social ETF
-0.21%
-$796.36 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.2%
-$439.83 
FMAR FT Vest U.S. Equity Buffer ETF
-0.19%
-$815.98 
BA Boeing Company
-0.19%
-$816.8 
IWM iShares Russell 2000 ETF
-0.18%
-$1,459.51 
VUG Vanguard Growth ETF
-0.17%
-$4,369.41 
AVSC Avantis U.S. Small Cap Equity ETF
-0.16%
-$363.63 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.15%
-$401.77 
BINC iShares Flexible Income Active ETF
-0.15%
-$8,412.98 
PYLD PIMCO Multisector Bond Active ETF
-0.14%
-$340.62 
ISCB iShares Morningstar Small-Cap ETF
-0.13%
-$3,576.97 
HMOP Hartford Municipal Opportunities ETF
-0.13%
-$27,314.1 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.13%
-$532.26 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$307.77 
MUSI American Century Multisector Income ETF
-0.12%
-$404.15 
TAXF American Century Diversified Municipal Bond ETF
-0.11%
-$24,005.79 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$313.11 
BAPR Innovator U.S. Equity Buffer ETF
-0.11%
-$512.88 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.11%
-$288.81 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.11%
-$217.94 
UBND VictoryShares Core Plus Intermediate Bond Fund
-0.1%
-$36,497.72 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.09%
-$32,043.75 
BNDX Vanguard Total International Bond ETF
-0.09%
-$8,287.8 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.06%
-$17,429.12 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.06%
-$362.43 
SYSB iShares Systematic Bond ETF
-0.04%
-$214.26 
UITB VictoryShares Core Intermediate Bond ETF
-0.03%
-$114.9 
VONV Vanguard Russell 1000 Value Index Fund
-0.03%
-$67.58 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$70.54 
DDTA Innovator Equity Daily 10 Buffer ETF April
-0.02%
-$100.4 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.02%
-$113.94 
CGSM Capital Group Short Duration Municipal Income ETF
-0.02%
-$118.08 
SU Suncor Energy Inc.
-0.01%
-$26.75 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$14.3 
SPLV Invesco S&P 500 Low Volatility ETF
-0.01%
-$16.32 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2465 | Longs Won 1881/2465 76% | Profit Factor 13.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $946,721.65 |
| Average Win $194,712.19 | Best Trade (Aug 14) $25.78M | Sharpe Ratio -71.46 |
| Average Loss -$47,129.95 | Worst Trade (Dec 30) -$1.76M | Z-Score 20.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 6d | Expectancy $137,415.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0188 018802AE8 | 10,000 | $10,983 | $10,983 | - | - | - | 0.0 |
| 0925 09257WAE0 | 18,000 | $17,611 | $17,611 | - | - | - | 0.0 |
| 1405 140501AE7 | 14,000 | $13,858 | $13,858 | - | - | - | 0.0 |
| 3794 37940XAU6 | 11,000 | $9,807 | $9,807 | - | - | - | 0.0 |
| 4063 40637HAD1 | 14,000 | $15,134 | $15,134 | - | - | - | 0.0 |
| 5165 516544AB9 | 11,000 | $12,549 | $12,549 | - | - | - | 0.0 |
| 6821 682189AU9 | 16,000 | $15,122 | $15,122 | - | - | - | 0.0 |
| 6935 69352PAS2 | 15,000 | $16,370 | $16,370 | - | - | - | 0.0 |
| 8425 842587DZ7 | 10,000 | $10,686 | $10,686 | - | - | - | 0.0 |
| 8557 85571BBA2 | 13,000 | $13,488 | $13,488 | - | - | - | 0.0 |
| 8715 87157DAJ8 | 10,000 | $14,680 | $14,680 | - | - | - | 0.0 |
| 9035 90353TAM2 | 12,000 | $14,293 | $14,293 | - | - | - | 0.0 |
| AAPL Apple Inc. | 27,333 | $4.54M | $9.13M | - | $4.59M | 101.26% | +0.551% |
| ABBV AbbVie Inc. | 3,951 | $699,229.99 | $1.03M | - | $333,897.24 | 47.75% | +1.698% |
| ABT Abbott Laboratories | 3,378 | $362,665.46 | $347,629.98 | - | -$15,035.48 | -4.15% | +0.942% |
| ABVX Abivax SA ADR | 1,598 | $212,949 | $182,398.6 | - | -$30,550.4 | -14.35% | -3.791% |
| ACN Accenture plc Class A | 2,136 | $265,804 | $417,481.2 | - | $151,677.2 | 57.06% | +6.281% |
| ADEA Adeia Inc. | 6,265 | $206,306 | $154,275.62 | - | -$52,030.38 | -25.22% | -7.806% |
| ADI Analog Devices, Inc. | 768 | $305,027 | $277,866.24 | - | -$27,160.76 | -8.9% | -4.481% |
| ADP Automatic Data Processing Inc. | 1,212 | $267,076.81 | $335,227.08 | - | $68,150.27 | 25.52% | +3.105% |
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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 - $20.87M, 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 - $10.26M, 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 $49.75M 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 - $4.12M, PIMCO Active Bond Exchange-Traded Fund - $3.76M, VictoryShares Core Plus Intermediate Bond Fund - $3.73M, and Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $2.65M. 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.
