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:
42.54%
Gain -0.47%
Monthly
1.11%
Yearly
14.22%
Drawdown
17.37%
$1.04B
Equity
Holdings
$1.04B
Investment
$701.54M
$415.23M
Profit -$6.63M
Realized
$81.61M
Unrealized
$333.62M
Dividends
$39.33M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$6.63M
Win %
81%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$6.63M
Win %
81%
This Month
Compared to last month
Gain
1.78%
Profit
$18.07M
Win %
81%
This Year
Compared to last year
Gain
0.73%
Profit
$7.83M
Win %
80%
BAM
BAM
+11.65%
+$303,114.3 
GNRC Generac Holdings Inc.
+4.74%
+$107,294.18 
MC Moelis & Company
+4.57%
+$12,987.33 
KLAC KLA Corporation
+4.01%
+$23,228.62 
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$15,091.1 
BIP Brookfield Infrastructure Partners L.P.
+3.69%
+$154,425.6 
AVAV AeroVironment Inc.
+3.63%
+$112,352.14 
ANET Arista Networks, Inc.
+3.31%
+$9,653.25 
ETN Eaton Corporation plc
+3.22%
+$12,237.83 
MCK McKesson Corporation
+2.49%
+$10,314.9 
COP ConocoPhillips
+2.35%
+$12,770.91 
SBUX Starbucks Corporation
+1.92%
+$125,357.67 
LOW Lowe's Companies Inc.
+1.08%
+$2,516.94 
AYI Acuity Brands Inc.
+1.04%
+$2,704.81 
ABT Abbott Laboratories
+1.01%
+$55,267.3 
GLW Corning Incorporated
+0.91%
+$2,160.75 
CVX Chevron Corporation
+0.9%
+$65,514.75 
EOG EOG Resources, Inc.
+0.83%
+$42,533.1 
META Meta Platforms Inc Class A
+0.71%
+$20,811.1 
TSLA Tesla, Inc.
+0.58%
+$9,655.79 
MTB M&T Bank Corporation
+0.41%
+$2,304.11 
DIS The Walt Disney Company
+0.34%
+$3,108 
NSC Norfolk Southern Corporation
+0.2%
+$625.29 
BA Boeing Company
+0.19%
+$18,282.56 
PM Philip Morris International Inc.
+0.12%
+$643.06 
NOW ServiceNow, Inc.
+0.08%
+$3,515.2 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.05%
+$273.6 
FTCS First Trust Capital Strength ETF
+0.01%
+$21.93 
A Agilent Technologies Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
AB AllianceBernstein Holding L.P.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AES AES Corporation
0%
$0 
AIG American International Group Inc.
0%
$0 
AKAM Akamai Technologies Inc.
0%
$0 
ALL Allstate Corporation
0%
-$0.01 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
APH Amphenol Corporation
0%
$0 
AUB Atlantic Union Bankshares Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$0.08 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BALL Ball Corp.
0%
$0 
BLK BlackRock, Inc.
0%
-$0.09 
BMY Bristol-Myers Squibb Company
0%
$0 
BN Brookfield Corporation
0%
$0 
BNL Broadstone Net Lease Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.2 
CB Chubb Limited
0%
+$0.29 
CDNS Cadence Design Systems, Inc.
0%
$0 
CG The Carlyle Group Inc.
0%
$0 
CHKP Check Point Software Technologies Ltd.
0%
$0 
CMI Cummins Inc.
0%
-$0.01 
CME CME Group Inc.
0%
+$0.21 
COF Capital One Financial Corporation
0%
$0 
COO The Cooper Companies, Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CPRT Copart Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CVS CVS Health Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
-$0.02 
DHI D.R. Horton, Inc.
0%
$0 
DHR Danaher Corporation
0%
$0 
DPZ Domino's Pizza Inc.
0%
$0 
DOV Dover Corporation
0%
-$0.64 
ECL Ecolab Inc.
0%
+$0.17 
EGP EastGroup Properties Inc.
0%
$0 
EMR Emerson Electric Co.
0%
-$0.09 
EPD Enterprise Products Partners L.P.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FCNCA First Citizens BancShares, Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.03 
FE FirstEnergy Corp.
0%
$0 
FNV Franco-Nevada Corporation
0%
+$0.01 
FTNT Fortinet Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
-$0.03 
GILD Gilead Sciences Inc.
0%
$0 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.01 
HD The Home Depot, Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
+$0.01 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LDOS Leidos Holdings Inc.
0%
-$0.03 
LH Labcorp Holdings Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.15 
LMT Lockheed Martin Corporation
0%
+$0.21 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.51 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MKL Markel Group Inc.
0%
+$0.01 
MMM 3M Company
0%
+$0.04 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.13 
MTZ MasTec, Inc. Common Stock
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
+$0.02 
OKE ONEOK, Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.08 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.03 
PGR Progressive Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PLD Prologis Inc.
0%
+$0.02 
PNC The PNC Financial Services Group, Inc.
0%
+$0.14 
PPG PPG Industries Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.01 
RTX RTX Corporation
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SLB Schlumberger Limited
0%
$0 
SNA Snap-on Inc.
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SO The Southern Company
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SPG Simon Property Group, Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SYK Stryker Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TMP Tompkins Financial Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TYL Tyler Technologies Inc.
0%
$0 
UNP Union Pacific Corporation
0%
+$0.09 
UNH UnitedHealth Group Incorporated
0%
+$0.11 
UPS United Parcel Service, Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.51 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.03 
VZ Verizon Communications Inc.
0%
+$0.01 
WELL Welltower Inc.
0%
+$0.01 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XMTR Xometry Inc.
0%
$0 
XPO XPO Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.09 
YUMC Yum China Holdings Inc.
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
AAXJ iShares MSCI All Country Asia ex Japan ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
+$0.01 
EFA iShares MSCI EAFE ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGPT Invesco AI and Next Gen Software ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.06 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
+$0.09 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IHF iShares U.S. Healthcare Providers ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
-$0.01 
IOO iShares Global 100 ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
-$0.02 
IVV iShares Core S&P 500 ETF
0%
+$0.03 
IWB iShares Russell 1000 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.02 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
+$0.19 
IYW iShares U.S. Technology ETF
0%
$0 
IYF iShares U.S. Financials ETF
0%
-$0.04 
IYH iShares U.S. Healthcare ETF
0%
$0 
IYJ iShares U.S. Industrials ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
-$0.01 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IYG iShares U.S. Financial Services ETF
0%
$0 
IYC iShares U.S. Consumer Discretionary ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.03 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$0.05 
VBK Vanguard Small-Cap Growth ETF
0%
-$0.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
-$0.08 
VB Vanguard Small-Cap ETF
0%
+$0.13 
VOO Vanguard S&P 500 ETF
0%
-$0.49 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.01 
VYM Vanguard High Dividend Yield ETF
0%
+$0.09 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$0.04 
VUG Vanguard Growth ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.61 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
-$0.67 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
GEV GE Vernova Inc.
0%
+$0.1 
VIK Viking Holdings Ltd
0%
$0 
QXO Qxo Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
+$0.01 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.21 
BNY BlackRock New York Municipal Income Trust
0%
+$0.03 
GOOGL Alphabet Inc
-3.84%
-$1.72M 
ORCL Oracle Corporation
-3.69%
-$80,441.98 
AMZN Amazon.com Inc
-2.09%
-$922,702.17 
TJX The TJX Companies, Inc.
-1.94%
-$237,059.13 
AAPL Apple Inc.
-1.09%
-$1.09M 
CL Colgate-Palmolive Company
-0.9%
-$43,737.96 
MO Altria Group, Inc.
-0.78%
-$2,157.81 
GXO GXO Logistics Inc.
-0.62%
-$6,880.25 
LIN Linde plc
-0.39%
-$3,236.59 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$10,021.22 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$8,516.66 
PHO Invesco Water Resources ETF
-0.29%
-$988.68 
INTZ Intrusion Inc.
-0.25%
-$66.78 
IBB iShares Biotechnology ETF
-0.14%
-$404.89 
FTV Fortive Corporation
-0.11%
-$393.47 
WDC Western Digital Corporation
-0.09%
-$327.18 
NVDA NVIDIA Corporation
-0.02%
-$4,852.45 
TRV The Travelers Companies, Inc.
0%
-$8.45 
ADP Automatic Data Processing Inc.
0%
-$21.58 
ADI Analog Devices, Inc.
0%
-$101.62 Events
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Dividends
Dividend Analysis
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| Trades 3158 | Longs Won 2375/3158 75% | Profit Factor 9.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $194,460.2 | Best Trade (Aug 31) $40.24M | Sharpe Ratio -585.08 |
| Average Loss -$59,172.17 | Worst Trade (Mar 31) -$2.05M | Z-Score 10.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 3d | Expectancy $131,486.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 6,551 | $907,794.08 | $974,264.72 | - | $66,470.64 | 7.32% | 0.0 |
| AAPL Apple Inc. | 326,546 | $63.38M | $99.57M | - | $36.19M | 57.09% | -1.087% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 4,020 | $269,469.51 | $453,335.4 | - | $183,865.89 | 68.23% | 0.0 |
| AB AllianceBernstein Holding L.P. | 14,466 | $477,640.07 | $534,952.68 | - | $57,312.61 | 12% | 0.0 |
| ABBV AbbVie Inc. | 10,503 | $1.74M | $2.6M | - | $865,991.09 | 49.81% | 0.0 |
| ABT Abbott Laboratories | 50,243 | $5.58M | $5.51M | - | -$64,972.94 | -1.16% | +1.013% |
| ADI Analog Devices, Inc. | 20,325 | $4.39M | $7.8M | - | $3.41M | 77.6% | -0.001% |
| ADP Automatic Data Processing Inc. | 4,325 | $1.02M | $1.18M | - | $164,374.7 | 16.13% | -0.002% |
| AEP American Electric Power Company, Inc. | 2,905 | $290,203.59 | $356,850.2 | - | $66,646.61 | 22.97% | 0.0 |
| AES AES Corporation | 270,421 | $4.41M | $3.98M | - | -$430,020.75 | -9.74% | 0.0 |
| AIG American International Group Inc. | 9,155 | $642,432.39 | $710,519.55 | - | $68,087.16 | 10.6% | 0.0 |
| AKAM Akamai Technologies Inc. | 8,982 | $1.06M | $1.06M | - | -$863.07 | -0.08% | 0.0 |
| ALL Allstate Corporation | 1,122 | $161,128.82 | $302,569.74 | - | $141,440.92 | 87.78% | 0.0 |
| AMAT Applied Materials, Inc. | 1,699 | $355,664.6 | $887,081.88 | - | $531,417.28 | 149.42% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 2,485 | $372,787.32 | $1.17M | - | $794,069.28 | 213.01% | 0.0 |
| AMGN Amgen Inc. | 1,266 | $371,417.1 | $528,175.2 | - | $156,758.1 | 42.21% | 0.0 |
| AMT American Tower Corporation | 1,505 | $246,217 | $254,510.55 | - | $8,293.55 | 3.37% | 0.0 |
| AMZN Amazon.com Inc | 158,540 | $24.46M | $43.17M | - | $18.71M | 76.48% | -2.093% |
| ANET Arista Networks, Inc. | 1,525 | $259,101 | $301,721.25 | - | $42,620.25 | 16.45% | +3.305% |
| APH Amphenol Corporation | 5,058 | $205,966.99 | $424,113.3 | - | $218,146.31 | 105.91% | 0.0 |
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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 Andrew Schiff?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $6.14M, Apple Inc - $6.08M, Vanguard Growth ETF - $5.47M, Alphabet Inc - $5.39M, and NVIDIA Corporation - $4.86M. 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 - $2.74M, 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 $39.33M earned over time. The largest contributors to dividend income include Broadstone Net Lease Inc - $3.08M, JPMorgan Chase & Co - $1.37M, Apple Inc - $1.08M, Johnson & Johnson - $1.04M, and Chevron Corporation - $810,337.6. 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.
