Andrew Schiff Portfolio
Invests via TRITONPOINT WEALTH, LLC | Managed by Andrew Schiff, Will Sterling
Invests via TRITONPOINT WEALTH, LLC
Managed by Andrew Schiff, Will Sterling
Automatically Tracked
Andrew Schiff Profile
Active in capital markets, Andrew Schiff is an investor and advisor focused on macro-driven asset allocation, public equities and alternative strategies. His background spans wealth management, institutional sales and boutique asset management, advising high-net-worth clients and family offices. Market relevance centers on macro commentary, risk-aware portfolio construction and sourcing direct-private and liquid alternative opportunities for discretionary portfolios.
Active in capital markets, Andrew Schiff is an investor and advisor focused on macro-driven asset allocation, public equities and alternative strategies. His background spans wealth management, institutional sales and boutique asset management, advising high-net-worth clients and family offices. Market relevance centers on macro commentary, risk-aware portfolio construction and sourcing direct-private and liquid alternative opportunities for discretionary portfolios.
Investment Philosophy & Strategy
Leans on a macro-driven, top-down investment framework that allocates capital between public equities, liquid alternatives and select direct-private opportunities. Emphasizes risk-aware portfolio construction, tactical asset allocation around macro regimes, and concentrated high-conviction positions sized by drawdown tolerance. Time horizon is multi-year for illiquids and intermediate for traded markets. Capital deployment favors fee-efficient structures, co-investments and partnerships where advisory and sourcing edge improves deal flow and downside protection.
Leans on a macro-driven, top-down investment framework that allocates capital between public equities, liquid alternatives and select direct-private opportunities. Emphasizes risk-aware portfolio construction, tactical asset allocation around macro regimes, and concentrated high-conviction positions sized by drawdown tolerance. Time horizon is multi-year for illiquids and intermediate for traded markets. Capital deployment favors fee-efficient structures, co-investments and partnerships where advisory and sourcing edge improves deal flow and downside protection.
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:
6.34%
Gain
Monthly
0.2%
Yearly
2.45%
Drawdown
24.75%
$1.06B
Equity
Holdings
$1.06B
Investment
$717.56M
$412.02M
Profit +$1.26M
Realized
$64.59M
Unrealized
$347.44M
Dividends
$39.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.26M
Win %
79%
This Week
Compared To Last Week
Gain
0.74%
Profit
$7.83M
Win %
79%
This Month
Compared to last month
Gain
1.51%
Profit
$15.83M
Win %
79%
This Year
Compared to last year
Gain
14.12%
Profit
$131.76M
Win %
79%
ABT Abbott Laboratories
+11.01%
+$521,422.52 
MCK McKesson Corporation
+5.34%
+$21,657.95 
XPO XPO Inc.
+5.24%
+$1.02M 
FCNCA First Citizens BancShares, Inc.
+4.87%
+$20,280.7 
DPZ Domino's Pizza Inc.
+4.72%
+$52,676.91 
TYL Tyler Technologies Inc.
+4.19%
+$18,391.37 
SYK Stryker Corporation
+4.12%
+$32,693.19 
PLD Prologis Inc.
+3.93%
+$11,333.19 
UNP Union Pacific Corporation
+3.72%
+$100,904.92 
ZTS Zoetis Inc.
+3.6%
+$19,942.18 
CRM Salesforce Inc
+3.57%
+$9,478.39 
MRK Merck & Co., Inc.
+3.54%
+$261,024.47 
EGP EastGroup Properties Inc.
+3.52%
+$18,725 
UPS United Parcel Service, Inc.
+3.52%
+$46,544.28 
MDT Medtronic plc
+3.5%
+$10,840.08 
ADBE Adobe Inc.
+3.44%
+$10,437.44 
TMP Tompkins Financial Corporation
+3.42%
+$15,060.48 
NDAQ Nasdaq, Inc.
+3.38%
+$14,297.43 
ADP Automatic Data Processing Inc.
+3.33%
+$34,557.77 
BNL Broadstone Net Lease Inc.
+3.32%
+$500,475.47 
BALL Ball Corp.
+3.32%
+$82,444.28 
NSC Norfolk Southern Corporation
+3.18%
+$9,875.25 
UNH UnitedHealth Group Incorporated
+3.17%
+$137,746.7 
ABBV AbbVie Inc.
+3.14%
+$87,083.28 
IBM International Business Machines Corporation
+3.13%
+$16,331.56 
SBUX Starbucks Corporation
+3.12%
+$205,777.36 
MDLZ Mondelez International, Inc.
+2.9%
+$242,514.97 
CSX CSX Corporation
+2.89%
+$21,330 
TMUS T-Mobile US, Inc.
+2.86%
+$9,810.99 
PM Philip Morris International Inc.
+2.84%
+$16,103.07 
AUB Atlantic Union Bankshares Corporation
+2.83%
+$20,056.8 
CL Colgate-Palmolive Company
+2.8%
+$132,500.48 
LOW Lowe's Companies Inc.
+2.8%
+$10,580.46 
YUMC Yum China Holdings Inc.
+2.78%
+$6,342 
MO Altria Group, Inc.
+2.72%
+$8,324.5 
GOOD Gladstone Commercial Corporation
+2.71%
+$4,669.57 
AMGN Amgen Inc.
+2.7%
+$13,862.19 
VZ Verizon Communications Inc.
+2.7%
+$8,372.59 
T AT&T Inc.
+2.66%
+$6,802.95 
TJX The TJX Companies, Inc.
+2.62%
+$303,036.05 
HCA HCA Healthcare Inc.
+2.58%
+$4,613.8 
MCD McDonald's Corporation
+2.57%
+$62,318.4 
ISRG Intuitive Surgical, Inc.
+2.53%
+$269,338.4 
CPRT Copart Inc.
+2.51%
+$11,982.02 
CMCSA Comcast Corp
+2.49%
+$4,579.97 
KO The Coca-Cola Company
+2.48%
+$101,409.51 
COST Costco Wholesale Corporation
+2.45%
+$117,189.34 
XLP Consumer Staples Select Sector SPDR Fund
+2.43%
+$53,677.26 
FTV Fortive Corporation
+2.42%
+$8,743.12 
PEP PepsiCo, Inc.
+2.42%
+$163,003.3 
MPC Marathon Petroleum Corporation
+2.38%
+$19,443.51 
WMT Walmart Inc.
+2.38%
+$308,017.76 
SAP SAP SE Sponsored ADR
+2.38%
+$9,727.62 
GXO GXO Logistics Inc.
+2.35%
+$30,112.86 
WELL Welltower Inc.
+2.29%
+$6,012.55 
PSX Phillips 66
+2.28%
+$9,017.12 
MA Mastercard Incorporated
+2.27%
+$317,059.2 
SPG Simon Property Group, Inc.
+2.2%
+$15,344.82 
DOV Dover Corporation
+2.11%
+$295,489.74 
SNA Snap-on Inc.
+2.09%
+$7,827.68 
CHKP Check Point Software Technologies Ltd.
+2.08%
+$38,355.11 
GILD Gilead Sciences Inc.
+2.08%
+$6,567.8 
LH Labcorp Holdings Inc.
+2.07%
+$59,300.79 
OKE ONEOK, Inc.
+2.04%
+$10,306.38 
XLV Health Care Select Sector SPDR Fund
+2.02%
+$147,596.8 
PHO Invesco Water Resources ETF
+2.01%
+$6,449.96 
MTB M&T Bank Corporation
+1.98%
+$11,905.95 
AIG American International Group Inc.
+1.92%
+$12,836.04 
HD The Home Depot, Inc.
+1.91%
+$85,645.69 
COF Capital One Financial Corporation
+1.87%
+$107,501.71 
SDY SPDR S&P Dividend ETF
+1.86%
+$4,397.09 
DIS The Walt Disney Company
+1.83%
+$16,511.28 
REGN Regeneron Pharmaceuticals, Inc.
+1.82%
+$8,247.73 
BMY Bristol-Myers Squibb Company
+1.8%
+$21,095.78 
IYH iShares U.S. Healthcare ETF
+1.78%
+$16,213.75 
V Visa Inc. Class A
+1.77%
+$326,848.83 
CB Chubb Limited
+1.76%
+$175,566.95 
PG Procter & Gamble Co
+1.72%
+$66,909.45 
USB U.S. Bancorp
+1.65%
+$4,360.72 
FTCS First Trust Capital Strength ETF
+1.58%
+$7,112.26 
MKL Markel Group Inc.
+1.51%
+$7,592.76 
MSFT Microsoft Corp.
+1.51%
+$370,211.98 
ECL Ecolab Inc.
+1.34%
+$62,492.5 
ICE Intercontinental Exchange, Inc.
+1.34%
+$7,781.07 
AAPL Apple Inc.
+1.3%
+$1.42M 
DE Deere & Company
+1.22%
+$4,251.81 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.2%
+$21,568.08 
FDX FedEx Corporation
+1.19%
+$7,732.27 
EMR Emerson Electric Co.
+1.19%
+$15,331.68 
CVX Chevron Corporation
+1.17%
+$92,320.59 
CG The Carlyle Group Inc.
+1.17%
+$5,683.5 
LLY Eli Lilly and Company
+1.16%
+$48,065.15 
PH Parker-Hannifin Corporation
+1.15%
+$45,464.4 
ET Energy Transfer L.P.
+1.13%
+$5,901.52 
MMM 3M Company
+1.11%
+$9,843.4 
KMI Kinder Morgan, Inc.
+1.1%
+$7,448.61 
MOAT VanEck Morningstar Wide Moat Fund
+1.09%
+$3,260.57 
VRTX Vertex Pharmaceuticals Incorporated
+1.08%
+$3,169 
IHF iShares U.S. Healthcare Providers ETF
+1.07%
+$4,840 
EPD Enterprise Products Partners L.P.
+1.01%
+$35,707.46 
UBER Uber Technologies, Inc.
+0.99%
+$2,144.88 
DUK Duke Energy Corporation
+0.92%
+$2,046.12 
DHR Danaher Corporation
+0.91%
+$114,069.1 
WFC Wells Fargo & Company
+0.89%
+$84,111.52 
VOE Vanguard Mid-Cap Value ETF
+0.86%
+$27,928.74 
IWD iShares Russell 1000 Value ETF
+0.86%
+$4,624 
XOM Exxon Mobil Corporation
+0.84%
+$13,409.22 
IJR iShares Core S&P Small-Cap ETF
+0.83%
+$38,288.48 
AXP American Express Company
+0.83%
+$8,246.42 
PFE Pfizer Inc.
+0.81%
+$5,846.95 
IYC iShares U.S. Consumer Discretionary ETF
+0.81%
+$16,288.59 
XLE Energy Select Sector SPDR Fund
+0.81%
+$7,667.2 
IVE ISHARES S&P 500 VALUE ETF
+0.8%
+$1,976.4 
ALL Allstate Corporation
+0.79%
+$3,069.36 
HON Honeywell International Inc.
+0.77%
+$5,230.21 
BX Blackstone Inc.
+0.76%
+$28,466.88 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$5,067.33 
EOG EOG Resources, Inc.
+0.69%
+$40,786.14 
DHI D.R. Horton, Inc.
+0.69%
+$1,657.76 
COP ConocoPhillips
+0.65%
+$4,513.85 
JNJ Johnson & Johnson
+0.61%
+$106,185.68 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$1,848.98 
SNOW Snowflake Inc.
+0.6%
+$25,480.98 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.59%
+$3,306 
AMZN Amazon.com Inc
+0.57%
+$232,609 
MAR Marriott International Inc. - Class A
+0.55%
+$20,875.32 
BIP Brookfield Infrastructure Partners L.P.
+0.54%
+$27,084.75 
LDOS Leidos Holdings Inc.
+0.53%
+$2,115.84 
PNC The PNC Financial Services Group, Inc.
+0.52%
+$17,420.38 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.46%
+$17,960.94 
JEPI JPMorgan Equity Premium Income Fund
+0.45%
+$5,347.1 
VTV Vanguard Value ETF
+0.43%
+$9,138.69 
MDY SPDR S&P MidCap 400 ETF Trust
+0.41%
+$4,108.74 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$5,726.98 
VYM Vanguard High Dividend Yield ETF
+0.4%
+$29,794.56 
SHEL Shell plc
+0.38%
+$1,329.58 
AEP American Electric Power Company, Inc.
+0.38%
+$1,174 
WMB The Williams Companies, Inc.
+0.36%
+$2,530.71 
LIN Linde plc
+0.31%
+$2,914.1 
GD General Dynamics Corporation
+0.31%
+$824.22 
MGV Vanguard Mega Cap Value ETF
+0.31%
+$1,000 
SCHW Charles Schwab Corporation
+0.31%
+$815.53 
TMO Thermo Fisher Scientific Inc.
+0.29%
+$30,640.68 
JHEQX JPMorgan Hedged Equity Fund Class I
+0.29%
+$12,113.1 
NFLX Netflix, Inc.
+0.28%
+$3,200.44 
AB AllianceBernstein Holding L.P.
+0.28%
+$1,518.93 
IWR iShares Russell Mid-Cap ETF
+0.27%
+$880.2 
XLC Communication Services Select Sector SPDR Fund
+0.26%
+$11,531.85 
XLF Financial Select Sector SPDR Fund
+0.26%
+$27,419.94 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$15,400.77 
VB Vanguard Small-Cap ETF
+0.23%
+$8,774.73 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.22%
+$2,961.37 
BAC Bank of America Corporation
+0.19%
+$7,416.58 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.16%
+$1,359.19 
IYG iShares U.S. Financial Services ETF
+0.15%
+$706.73 
LMT Lockheed Martin Corporation
+0.14%
+$5,325.4 
IYJ iShares U.S. Industrials ETF
+0.09%
+$1,099.5 
BRK-A Berkshire Hathaway Inc.
+0.09%
+$620 
IYF iShares U.S. Financials ETF
+0.08%
+$409.97 
GOOG Alphabet Inc
+0.06%
+$28,771.65 
GOOGL Alphabet Inc
+0.06%
+$27,193.17 
IWM iShares Russell 2000 ETF
+0.01%
+$69.24 
AES AES Corporation
0%
$0 
BAM
0%
$0 
QXO Qxo Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-10.35%
-$31,560.14 
MU Micron Technology, Inc.
-6.1%
-$112,816.44 
INTC Intel Corporation
-6%
-$37,968.85 
AMD Advanced Micro Devices, Inc.
-5.79%
-$74,118.16 
GE General Electric Company
-5.52%
-$63,278.04 
MTZ MasTec, Inc. Common Stock
-4.97%
-$12,773.21 
SOXX iShares Semiconductor ETF
-4.65%
-$17,041.2 
MS Morgan Stanley
-4.58%
-$37,705.36 
ORCL Oracle Corporation
-4.53%
-$128,838 
LRCX Lam Research Corporation
-4.45%
-$1.01M 
IGPT Invesco AI and Next Gen Software ETF
-4.38%
-$14,343.49 
GS The Goldman Sachs Group, Inc.
-4.35%
-$46,697.86 
AVGO Broadcom Inc.
-4.18%
-$142,265.55 
NEM Newmont Corporation
-3.89%
-$8,776.4 
SMH VanEck Semiconductor ETF
-3.79%
-$55,220.46 
Q Qnity Electronics Inc.
-3.74%
-$9,269.52 
ETN Eaton Corporation plc
-3.73%
-$14,192.61 
CAT Caterpillar Inc.
-3.64%
-$330,837.72 
QCOM QUALCOMM Incorporated
-3.61%
-$16,498.62 
HWM Howmet Aerospace Inc.
-3.57%
-$11,473.92 
TXN Texas Instruments Inc
-3.5%
-$16,082.04 
CMI Cummins Inc.
-3.22%
-$18,454.33 
GNRC Generac Holdings Inc.
-3.07%
-$76,440.87 
PWR Quanta Services Inc.
-2.96%
-$7,603.2 
GEV GE Vernova Inc.
-2.81%
-$159,186.45 
DELL Dell Technologies Inc.
-2.74%
-$44,279.38 
ADI Analog Devices, Inc.
-2.72%
-$223,104.96 
CSCO Cisco Systems, Inc.
-2.65%
-$41,709.36 
NVDA NVIDIA Corporation
-2.58%
-$421,246.78 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-2.38%
-$10,894.2 
XLK State Street Technology Select Sector SPDR ETF
-2.35%
-$280,477.74 
KLAC KLA Corporation
-2.3%
-$16,808.23 
AMAT Applied Materials, Inc.
-2.24%
-$21,663.82 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$6,959.81 
VGT Vanguard Information Technology ETF
-2%
-$56,889.28 
APH Amphenol Corporation
-2%
-$9,030.64 
META Meta Platforms Inc Class A
-1.85%
-$73,894.12 
IYW iShares U.S. Technology ETF
-1.82%
-$431,826.78 
GLD SPDR Gold Shares
-1.82%
-$9,247.82 
TSLA Tesla, Inc.
-1.72%
-$35,999.2 
C Citigroup Inc.
-1.72%
-$9,980.6 
CRWD CrowdStrike Holdings, Inc.
-1.69%
-$10,402 
IWF iShares Russell 1000 Growth ETF
-1.51%
-$6,372.96 
IWP iShares Russell Mid-Cap Growth ETF
-1.41%
-$5,970.43 
BNY BlackRock New York Municipal Income Trust
-1.38%
-$8,070.77 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$39,873.84 
JCI Johnson Controls International plc
-1.32%
-$3,496.5 
VOT Vanguard Mid-Cap Growth ETF
-1.27%
-$32,003.24 
RTX RTX Corporation
-1.26%
-$77,573.86 
IWO iShares Russell 2000 Growth ETF
-1.21%
-$84,244.37 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.21%
-$10,643.73 
IUSG iShares Core S&P U.S. Growth ETF
-1.19%
-$3,946.71 
CMG Chipotle Mexican Grill, Inc.
-1.18%
-$4,149.61 
SCHF Schwab International Equity ETF
-1.18%
-$3,363.1 
VBK Vanguard Small-Cap Growth ETF
-1.18%
-$20,554.68 
MC Moelis & Company
-1.17%
-$3,683.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$26,350.87 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$2,542.78 
BA Boeing Company
-1.06%
-$94,512.19 
SLB Schlumberger Limited
-1.04%
-$6,239.48 
LHX L3Harris Technologies, Inc.
-0.93%
-$35,022.39 
VUG Vanguard Growth ETF
-0.93%
-$456,647.76 
PANW Palo Alto Networks, Inc.
-0.81%
-$26,663.78 
EFA iShares MSCI EAFE ETF
-0.76%
-$1,694.4 
INTZ Intrusion Inc.
-0.74%
-$1,064.56 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$10,782 
SCHA Schwab U.S. Small-Cap ETF
-0.72%
-$4,350.75 
NOW ServiceNow, Inc.
-0.6%
-$14,608.44 
IOO iShares Global 100 ETF
-0.49%
-$1,529.61 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.47%
-$2,757.82 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.46%
-$2,247.18 
BN Brookfield Corporation
-0.45%
-$12,479.6 
IBB iShares Biotechnology ETF
-0.42%
-$1,164.03 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.37%
-$20,997.48 
YUM Yum! Brands, Inc.
-0.36%
-$24,582.8 
ESGV Vanguard ESG U.S. Stock ETF
-0.36%
-$964.32 
BLK BlackRock, Inc.
-0.36%
-$17,667 
PLTR Palantir Technologies Inc.
-0.36%
-$2,293.91 
A Agilent Technologies Inc.
-0.34%
-$2,827.68 
IVV iShares Core S&P 500 ETF
-0.34%
-$6,398.78 
VOO Vanguard S&P 500 ETF
-0.33%
-$58,059.57 
SCHB Schwab U.S. Broad Market ETF
-0.33%
-$2,224.14 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$8,489.46 
DSI iShares MSCI KLD 400 Social ETF
-0.32%
-$961.4 
JPM JPMorgan Chase & Co.
-0.32%
-$92,086.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$5,117.46 
SCHX Schwab U.S. Large-Cap ETF
-0.29%
-$5,139.52 
IWB iShares Russell 1000 ETF
-0.27%
-$656.37 
IGV iShares Expanded Tech-Software Sector ETF
-0.23%
-$3,058.44 
PGR Progressive Corporation
-0.23%
-$729.44 
XLI Industrial Select Sector SPDR Fund
-0.21%
-$27,073.2 
MUB iShares National Muni Bond ETF
-0.13%
-$634.1 
AKAM Akamai Technologies Inc.
-0.12%
-$1,325.25 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.12%
-$1,813.55 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$5,631.81 
NEE NextEra Energy, Inc.
-0.08%
-$381.64 
CME CME Group Inc.
-0.07%
-$3,896.47 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$143.75 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$897.37 
VO Vanguard Mid-Cap ETF
-0.04%
-$1,279.14 
BINC iShares Flexible Income Active ETF
-0.02%
-$42.16 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$45.19 Events
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Dividends
Dividend Analysis
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| Trades 2909 | Longs Won 2140/2909 73% | Profit Factor 10.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.33M |
| Average Win $213,582.17 | Best Trade (Jul 17) $45.46M | Sharpe Ratio -818.58 |
| Average Loss -$58,242.34 | Worst Trade (Jul 10) -$2.46M | Z-Score 5.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $141,637.86 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
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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