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:
42.79%
Gain -0.25%
Monthly
1.07%
Yearly
13.61%
Drawdown
17.37%
$1.04B
Equity
Holdings
$1.04B
Investment
$701.54M
$419.29M
Profit -$2.91M
Realized
$81.89M
Unrealized
$337.4M
Dividends
$41.53M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$2.91M
Win %
79%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$3.24M
Win %
79%
This Month
Compared to last month
Gain
1.74%
Profit
$17.78M
Win %
79%
This Year
Compared to last year
Gain
1.12%
Profit
$11.89M
Win %
78%
EOG EOG Resources, Inc.
+3.07%
+$167,969.7 
KMI Kinder Morgan, Inc.
+2.82%
+$19,248.33 
SLB Schlumberger Limited
+2.64%
+$18,979.65 
INTZ Intrusion Inc.
+2.47%
+$544.83 
COP ConocoPhillips
+2.46%
+$15,378.16 
LMT Lockheed Martin Corporation
+2.27%
+$84,561.17 
RTX RTX Corporation
+2.22%
+$126,379.95 
SHEL Shell plc
+2.2%
+$14,851.2 
PEP PepsiCo, Inc.
+2.15%
+$131,331.84 
PM Philip Morris International Inc.
+2.12%
+$12,378.93 
AEP American Electric Power Company, Inc.
+1.95%
+$7,030.1 
OKE ONEOK, Inc.
+1.86%
+$9,151.24 
CVX Chevron Corporation
+1.85%
+$152,181.03 
TJX The TJX Companies, Inc.
+1.85%
+$205,886.73 
SO The Southern Company
+1.8%
+$10,431.19 
USB U.S. Bancorp
+1.75%
+$3,486.34 
XLE Energy Select Sector SPDR Fund
+1.74%
+$19,530.92 
MDLZ Mondelez International, Inc.
+1.73%
+$149,622.26 
AMT American Tower Corporation
+1.72%
+$4,703.12 
FCNCA First Citizens BancShares, Inc.
+1.72%
+$6,658.41 
C Citigroup Inc.
+1.58%
+$7,881.9 
JPM JPMorgan Chase & Co.
+1.46%
+$399,479.59 
EPD Enterprise Products Partners L.P.
+1.43%
+$36,247.23 
GE General Electric Company
+1.43%
+$13,941.93 
WFC Wells Fargo & Company
+1.4%
+$61,279.68 
XOM Exxon Mobil Corporation
+1.38%
+$21,928.68 
AIG American International Group Inc.
+1.38%
+$9,978.95 
KO The Coca-Cola Company
+1.37%
+$62,685.81 
ALL Allstate Corporation
+1.36%
+$3,663.32 
MAR Marriott International Inc. - Class A
+1.35%
+$50,112.1 
LHX L3Harris Technologies, Inc.
+1.33%
+$40,304.93 
DOV Dover Corporation
+1.32%
+$164,129.54 
ET Energy Transfer L.P.
+1.31%
+$6,819.54 
COF Capital One Financial Corporation
+1.29%
+$69,434.87 
GD General Dynamics Corporation
+1.29%
+$3,252.56 
TMUS T-Mobile US, Inc.
+1.27%
+$3,608 
MO Altria Group, Inc.
+1.27%
+$3,977.14 
COST Costco Wholesale Corporation
+1.26%
+$65,443.79 
GM General Motors Company
+1.25%
+$3,027.15 
NEE NextEra Energy, Inc.
+1.25%
+$4,812.39 
YUMC Yum China Holdings Inc.
+1.23%
+$2,901.8 
PNC The PNC Financial Services Group, Inc.
+1.22%
+$35,938.95 
PSX Phillips 66
+1.22%
+$8,277.83 
HWM Howmet Aerospace Inc.
+1.2%
+$2,492.16 
HD The Home Depot, Inc.
+1.17%
+$46,771.29 
FE FirstEnergy Corp.
+1.16%
+$4,709.58 
BLK BlackRock, Inc.
+1.15%
+$58,596.97 
MRK Merck & Co., Inc.
+1.11%
+$94,804.76 
LIN Linde plc
+1.1%
+$9,122.88 
ZTS Zoetis Inc.
+1.05%
+$3,145.52 
WMB The Williams Companies, Inc.
+1.04%
+$5,459.76 
PGR Progressive Corporation
+1.02%
+$3,135.47 
LOW Lowe's Companies Inc.
+1.02%
+$2,113.38 
CMI Cummins Inc.
+1%
+$4,931.66 
PG Procter & Gamble Co
+0.96%
+$39,253.91 
VZ Verizon Communications Inc.
+0.96%
+$3,159.03 
ADI Analog Devices, Inc.
+0.95%
+$78,047.8 
TMP Tompkins Financial Corporation
+0.94%
+$4,333.42 
LLY Eli Lilly and Company
+0.92%
+$43,058.44 
TT Trane Technologies plc
+0.92%
+$1,818.82 
AAPL Apple Inc.
+0.92%
+$1.02M 
CL Colgate-Palmolive Company
+0.9%
+$43,477.61 
TXN Texas Instruments Inc
+0.88%
+$3,566.86 
XLP Consumer Staples Select Sector SPDR Fund
+0.88%
+$17,137.53 
VIK Viking Holdings Ltd
+0.84%
+$2,355.41 
SYK Stryker Corporation
+0.83%
+$5,651.66 
DPZ Domino's Pizza Inc.
+0.81%
+$6,467.04 
MKL Markel Group Inc.
+0.79%
+$3,732.3 
MRSH Marsh & McLennan Companies, Inc.
+0.73%
+$1,744.88 
BALL Ball Corp.
+0.72%
+$18,757.37 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.72%
+$10,881.3 
ISRG Intuitive Surgical, Inc.
+0.65%
+$74,710.3 
BNY BlackRock New York Municipal Income Trust
+0.64%
+$3,083.99 
PH Parker-Hannifin Corporation
+0.62%
+$23,940.48 
DIS The Walt Disney Company
+0.61%
+$5,994 
SPGI S&P Global Inc.
+0.61%
+$1,277.1 
CB Chubb Limited
+0.6%
+$62,168.31 
ABBV AbbVie Inc.
+0.6%
+$17,960.24 
V Visa Inc. Class A
+0.6%
+$123,060 
ASML ASML Holding N.V. New York Registry Shares
+0.6%
+$2,267.11 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$41,087.73 
BRK-A Berkshire Hathaway Inc.
+0.58%
+$4,604.01 
SPG Simon Property Group, Inc.
+0.57%
+$3,389.52 
WMT Walmart Inc.
+0.56%
+$74,458.05 
NVS Novartis AG Sponsored ADR
+0.53%
+$1,294.4 
SDY SPDR S&P Dividend ETF
+0.53%
+$1,264.07 
FTCS First Trust Capital Strength ETF
+0.51%
+$2,332.5 
BAC Bank of America Corporation
+0.5%
+$15,383.68 
AXP American Express Company
+0.49%
+$3,956.26 
JNJ Johnson & Johnson
+0.46%
+$79,484.05 
PFE Pfizer Inc.
+0.44%
+$3,693.56 
PPG PPG Industries Inc.
+0.44%
+$779.26 
IYG iShares U.S. Financial Services ETF
+0.43%
+$1,648.4 
XLF Financial Select Sector SPDR Fund
+0.42%
+$41,986.73 
AYI Acuity Brands Inc.
+0.39%
+$874.65 
SNA Snap-on Inc.
+0.39%
+$853.71 
IYF iShares U.S. Financials ETF
+0.37%
+$1,788.96 
ADP Automatic Data Processing Inc.
+0.37%
+$4,519.62 
CME CME Group Inc.
+0.36%
+$21,837.06 
AMGN Amgen Inc.
+0.36%
+$1,974.96 
GEV GE Vernova Inc.
+0.34%
+$16,308.84 
FNV Franco-Nevada Corporation
+0.33%
+$841.35 
MGV Vanguard Mega Cap Value ETF
+0.32%
+$1,070 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$23,534.5 
MCK McKesson Corporation
+0.3%
+$1,413 
VOE Vanguard Mid-Cap Value ETF
+0.29%
+$10,562.82 
IEFA iShares Core MSCI EAFE ETF
+0.29%
+$4,075.4 
MPC Marathon Petroleum Corporation
+0.29%
+$3,656.5 
MCD McDonald's Corporation
+0.28%
+$6,082.35 
ICE Intercontinental Exchange, Inc.
+0.28%
+$1,654.2 
COO The Cooper Companies, Inc.
+0.28%
+$542.4 
VTV Vanguard Value ETF
+0.28%
+$6,146.68 
TRV The Travelers Companies, Inc.
+0.28%
+$891.47 
EGP EastGroup Properties Inc.
+0.24%
+$953.58 
EFA iShares MSCI EAFE ETF
+0.21%
+$513.42 
NVDA NVIDIA Corporation
+0.18%
+$38,334.36 
CPRT Copart Inc.
+0.18%
+$914.8 
BNL Broadstone Net Lease Inc.
+0.17%
+$18,422.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.17%
+$474.03 
BIP Brookfield Infrastructure Partners L.P.
+0.16%
+$6,618.24 
BA Boeing Company
+0.15%
+$11,578.69 
CG The Carlyle Group Inc.
+0.14%
+$522.75 
SCHF Schwab International Equity ETF
+0.13%
+$363.72 
IVE ISHARES S&P 500 VALUE ETF
+0.13%
+$324 
MS Morgan Stanley
+0.12%
+$785.4 
IYJ iShares U.S. Industrials ETF
+0.12%
+$1,392.7 
XLI Industrial Select Sector SPDR Fund
+0.1%
+$11,335.77 
SBUX Starbucks Corporation
+0.09%
+$5,613.03 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$289.74 
CVS CVS Health Corporation
+0.09%
+$194.24 
GXO GXO Logistics Inc.
+0.09%
+$949 
MA Mastercard Incorporated
+0.08%
+$13,076.4 
IWD iShares Russell 1000 Value ETF
+0.05%
+$261.12 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$168.03 
JEPI JPMorgan Equity Premium Income Fund
+0.03%
+$313.14 
BINC iShares Flexible Income Active ETF
+0.02%
+$52.89 
CAT Caterpillar Inc.
+0.02%
+$1,171.58 
PHO Invesco Water Resources ETF
+0.01%
+$47.08 
FTV Fortive Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
-$2.53 BAM
BAM
0%
$0 
PANW Palo Alto Networks, Inc.
-7.8%
-$271,031.47 
CRWD CrowdStrike Holdings, Inc.
-7.53%
-$57,881.07 
FTNT Fortinet Inc.
-7.48%
-$30,083.2 
SNOW Snowflake Inc.
-7.45%
-$93,768.28 
PLTR Palantir Technologies Inc.
-6.6%
-$55,135.03 
STX Seagate Technology Holdings plc
-5.53%
-$14,705.08 
XMTR Xometry Inc.
-5.31%
-$13,129.78 
NOW ServiceNow, Inc.
-5.28%
-$275,943.55 
SNDK SanDisk Corporation
-4.73%
-$13,072.95 
IGV iShares Expanded Tech-Software Sector ETF
-4.58%
-$65,044.14 
WDC Western Digital Corporation
-4.57%
-$12,999.43 
INTC Intel Corporation
-3.91%
-$23,998.82 
ORCL Oracle Corporation
-3.57%
-$69,321.6 
MU Micron Technology, Inc.
-3.57%
-$209,049.87 
AMD Advanced Micro Devices, Inc.
-3.4%
-$47,525.58 
AKAM Akamai Technologies Inc.
-3.35%
-$27,799.29 
ANET Arista Networks, Inc.
-3.35%
-$9,470.25 
GLW Corning Incorporated
-3.14%
-$6,572.83 
AVGO Broadcom Inc.
-3.08%
-$88,743.12 
LRCX Lam Research Corporation
-2.9%
-$506,417.23 
IGPT Invesco AI and Next Gen Software ETF
-2.87%
-$8,299.96 
DELL Dell Technologies Inc.
-2.65%
-$48,882.29 
NFLX Netflix, Inc.
-2.64%
-$25,850.88 
AMAT Applied Materials, Inc.
-2.6%
-$19,011.83 
KLAC KLA Corporation
-2.44%
-$12,797.09 
IBB iShares Biotechnology ETF
-2.4%
-$7,193.85 
META Meta Platforms Inc Class A
-2.39%
-$87,406.05 
QXO Qxo Inc.
-2.19%
-$117,984.16 
MTB M&T Bank Corporation
-2.08%
-$10,155.96 
SOXX iShares Semiconductor ETF
-2.01%
-$6,814.51 
SCHW Charles Schwab Corporation
-1.98%
-$37,787.76 
VBK Vanguard Small-Cap Growth ETF
-1.92%
-$32,154.1 
MSFT Microsoft Corp.
-1.92%
-$666,116.95 
IWP iShares Russell Mid-Cap Growth ETF
-1.92%
-$7,965.6 
XLK State Street Technology Select Sector SPDR ETF
-1.91%
-$218,419.44 
TYL Tyler Technologies Inc.
-1.86%
-$7,588 
IWO iShares Russell 2000 Growth ETF
-1.86%
-$113,076.19 
IYW iShares U.S. Technology ETF
-1.86%
-$445,045.64 
VGT Vanguard Information Technology ETF
-1.81%
-$54,467.7 
CSCO Cisco Systems, Inc.
-1.74%
-$24,877.76 
SMH VanEck Semiconductor ETF
-1.7%
-$14,531.25 
LH Labcorp Holdings Inc.
-1.69%
-$57,145.44 
GOOGL Alphabet Inc
-1.64%
-$717,585.09 
DE Deere & Company
-1.64%
-$5,527.05 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.56%
-$9,564.6 
GOOG Alphabet Inc
-1.55%
-$663,601.8 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$45,695.93 
TSLA Tesla, Inc.
-1.5%
-$27,116.26 
ETN Eaton Corporation plc
-1.48%
-$5,098.39 
UNH UnitedHealth Group Incorporated
-1.46%
-$64,945.47 
CHKP Check Point Software Technologies Ltd.
-1.45%
-$23,690.12 
VOT Vanguard Mid-Cap Growth ETF
-1.44%
-$25,079.6 
DAL Delta Air Lines, Inc.
-1.4%
-$3,046.56 
TMO Thermo Fisher Scientific Inc.
-1.4%
-$187,499.31 
PWR Quanta Services Inc.
-1.38%
-$3,026.7 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-1.38%
-$6,110.4 
IWF iShares Russell 1000 Growth ETF
-1.36%
-$5,742.48 
MC Moelis & Company
-1.35%
-$3,324.93 
IHF iShares U.S. Healthcare Providers ETF
-1.28%
-$4,267.4 
VUG Vanguard Growth ETF
-1.27%
-$488,365.4 
CDNS Cadence Design Systems, Inc.
-1.24%
-$2,907.25 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.23%
-$10,462.83 
IWM iShares Russell 2000 ETF
-1.17%
-$7,454.81 
IUSG iShares Core S&P U.S. Growth ETF
-1.15%
-$3,885.18 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.14%
-$26,233.36 
VRTX Vertex Pharmaceuticals Incorporated
-1.13%
-$4,939.25 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.12%
-$57,009.27 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.11%
-$6,211.8 
APH Amphenol Corporation
-1.1%
-$9,104.4 
A Agilent Technologies Inc.
-1.1%
-$12,643.43 
SCHA Schwab U.S. Small-Cap ETF
-1.09%
-$6,180.19 
XLC Communication Services Select Sector SPDR Fund
-1.06%
-$42,362.81 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$3,309.5 
QCOM QUALCOMM Incorporated
-1.01%
-$4,311.57 
BX Blackstone Inc.
-1%
-$25,738.17 
XPO XPO Inc.
-0.99%
-$173,958.62 
VB Vanguard Small-Cap ETF
-0.94%
-$34,441.22 
GNRC Generac Holdings Inc.
-0.93%
-$20,261.68 
AVAV AeroVironment Inc.
-0.93%
-$18,643.56 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.89%
-$7,016.39 
ESGV Vanguard ESG U.S. Stock ETF
-0.86%
-$2,350.53 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.86%
-$4,273.86 
AMZN Amazon.com Inc
-0.84%
-$340,066.71 
DSI iShares MSCI KLD 400 Social ETF
-0.83%
-$2,324.7 
UPS United Parcel Service, Inc.
-0.8%
-$8,820.24 
FDX FedEx Corporation
-0.77%
-$4,895.18 
MDT Medtronic plc
-0.74%
-$2,446.66 
SAP SAP SE Sponsored ADR
-0.71%
-$4,147 
IBM International Business Machines Corporation
-0.7%
-$4,250.4 
IWR iShares Russell Mid-Cap ETF
-0.69%
-$2,215.17 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.66%
-$11,108.82 
SCHB Schwab U.S. Broad Market ETF
-0.64%
-$4,448.28 
SAN Banco Santander S.A. Sponsored ADR
-0.63%
-$899.73 
SCHX Schwab U.S. Large-Cap ETF
-0.61%
-$11,186.02 
EMR Emerson Electric Co.
-0.6%
-$9,018.97 
IWB iShares Russell 1000 ETF
-0.6%
-$1,854.89 
IVV iShares Core S&P 500 ETF
-0.59%
-$13,052.5 
MDY SPDR S&P MidCap 400 ETF Trust
-0.56%
-$5,456.47 
GILD Gilead Sciences Inc.
-0.56%
-$1,799.6 
SPY SPDR S&P 500 ETF Trust
-0.56%
-$14,757.37 
VOO Vanguard S&P 500 ETF
-0.56%
-$96,675.53 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$7,356.46 
IJR iShares Core S&P Small-Cap ETF
-0.5%
-$20,895.04 
MMM 3M Company
-0.47%
-$4,162.08 
AUB Atlantic Union Bankshares Corporation
-0.44%
-$2,606.27 
CSX CSX Corporation
-0.44%
-$3,214.47 
YUM Yum! Brands, Inc.
-0.44%
-$29,120.52 
UNP Union Pacific Corporation
-0.41%
-$11,064.77 
DHR Danaher Corporation
-0.4%
-$55,958.08 
JCI Johnson Controls International plc
-0.39%
-$1,365.32 
VO Vanguard Mid-Cap ETF
-0.37%
-$11,996.4 
MTZ MasTec, Inc. Common Stock
-0.31%
-$297 
AB AllianceBernstein Holding L.P.
-0.3%
-$1,518.93 
MOAT VanEck Morningstar Wide Moat Fund
-0.3%
-$945.71 
ABT Abbott Laboratories
-0.3%
-$15,575.33 
ECL Ecolab Inc.
-0.28%
-$14,239.48 
REGN Regeneron Pharmaceuticals, Inc.
-0.26%
-$1,564.52 
PLD Prologis Inc.
-0.26%
-$582.78 
IOO iShares Global 100 ETF
-0.26%
-$826.21 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$1,596.36 
GLD SPDR Gold Shares
-0.24%
-$1,152.26 
IYH iShares U.S. Healthcare ETF
-0.24%
-$2,452.5 
MUB iShares National Muni Bond ETF
-0.2%
-$1,804.74 
GS The Goldman Sachs Group, Inc.
-0.2%
-$1,886.43 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.18%
-$6,017.34 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.18%
-$7,996.99 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$3,150.75 
NSC Norfolk Southern Corporation
-0.16%
-$490.61 
LDOS Leidos Holdings Inc.
-0.15%
-$638.25 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$346.19 
XLV Health Care Select Sector SPDR Fund
-0.14%
-$9,898.8 
IYC iShares U.S. Consumer Discretionary ETF
-0.13%
-$2,476.25 
AES AES Corporation
-0.1%
-$4,056.32 
BN Brookfield Corporation
-0.08%
-$1,721.64 
NDAQ Nasdaq, Inc.
-0.04%
-$179.53 
BMY Bristol-Myers Squibb Company
-0.03%
-$431.4 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.03%
-$172.72 
DHI D.R. Horton, Inc.
-0.03%
-$68.82 
WELL Welltower Inc.
-0.01%
-$28.47 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3158 | Longs Won 2349/3158 74% | Profit Factor 9.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.26M |
| Average Win $199,810.1 | Best Trade (Oct 16) $48.31M | Sharpe Ratio -583.62 |
| Average Loss -$61,878.95 | Worst Trade (Oct 15) -$2.5M | Z-Score 7.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2d | Expectancy $132,771.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 6,551 | $907,794.08 | $1.14M | - | $229,590.54 | 25.29% | -1.099% |
| AAPL Apple Inc. | 326,546 | $63.38M | $112.7M | - | $49.32M | 77.82% | +0.915% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 4,020 | $269,469.51 | $437,536.8 | - | $168,067.29 | 62.37% | -1.377% |
| AB AllianceBernstein Holding L.P. | 14,466 | $477,640.07 | $501,319.23 | - | $23,679.16 | 4.96% | -0.302% |
| ABBV AbbVie Inc. | 10,503 | $1.74M | $2.99M | - | $1.26M | 72.25% | +0.603% |
| ABT Abbott Laboratories | 50,243 | $5.58M | $5.24M | - | -$333,772.99 | -5.98% | -0.296% |
| ADI Analog Devices, Inc. | 20,325 | $4.39M | $8.29M | - | $3.89M | 88.64% | +0.951% |
| ADP Automatic Data Processing Inc. | 4,325 | $1.02M | $1.24M | - | $220,686.2 | 21.65% | +0.366% |
| AEP American Electric Power Company, Inc. | 2,905 | $290,203.59 | $368,092.55 | - | $77,888.96 | 26.84% | +1.947% |
| AES AES Corporation | 270,421 | $4.41M | $4.04M | - | -$369,176.03 | -8.37% | -0.1% |
| AIG American International Group Inc. | 9,155 | $642,432.39 | $734,322.55 | - | $91,890.16 | 14.3% | +1.378% |
| AKAM Akamai Technologies Inc. | 8,982 | $1.06M | $801,418.95 | - | -$256,176.42 | -24.22% | -3.352% |
| ALL Allstate Corporation | 1,122 | $161,128.82 | $272,494.53 | - | $111,365.71 | 69.12% | +1.363% |
| AMAT Applied Materials, Inc. | 1,699 | $355,664.6 | $711,575.18 | - | $355,910.58 | 100.07% | -2.602% |
| AMD Advanced Micro Devices, Inc. | 2,485 | $372,787.32 | $1.35M | - | $976,828.6 | 262.03% | -3.402% |
| AMGN Amgen Inc. | 1,266 | $371,417.1 | $551,456.94 | - | $180,039.84 | 48.47% | +0.359% |
| AMT American Tower Corporation | 1,505 | $246,217 | $277,649.92 | - | $31,432.92 | 12.77% | +1.723% |
| AMZN Amazon.com Inc | 158,540 | $24.46M | $40.05M | - | $15.59M | 63.74% | -0.842% |
| ANET Arista Networks, Inc. | 1,525 | $259,101 | $273,539.25 | - | $14,438.25 | 5.57% | -3.346% |
| APH Amphenol Corporation | 10,116 | $205,967.54 | $815,248.44 | - | $609,280.9 | 295.81% | -1.104% |
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FAQ
Which stocks have generated the highest profits for Andrew Schiff?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $6.19M, Apple Inc - $6.08M, Vanguard Growth ETF - $5.51M, Alphabet Inc - $5.42M, and NVIDIA Corporation - $4.88M. 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: United Parcel Service, Inc - $2.72M, Boeing Company - $2.06M, Zoetis Inc - $1.89M, Chipotle Mexican Grill, Inc - $1.7M, and Accenture plc Class A - $1.67M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Schiff's portfolio generate?
The portfolio generates substantial dividend income, with a total of $41.53M earned over time. The largest contributors to dividend income include Broadstone Net Lease Inc - $3.26M, JPMorgan Chase & Co - $1.5M, Johnson & Johnson - $1.13M, Apple Inc - $1.08M, and Chevron Corporation - $876,975.46. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Schiff's monthly returns?
Andrew Schiff's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Andrew Schiff's strategy be considered aggressive or moderate?
Andrew Schiff'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 Schiff's strategy?
Andrew Schiff'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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