Andrew Endelman Portfolio
Invests via Independent Wealth Network Inc. | Managed by Andrew Endelman
Invests via Independent Wealth Network Inc.
Managed by Andrew Endelman
Automatically Tracked
Andrew Endelman Profile
With a strong background in technology and finance, Andrew Endelman is recognized for his leadership in entrepreneurial ventures that bridge these sectors. His career has focused on leveraging technological innovations to drive business growth and improve operational efficiency. He has successfully founded several startups, contributing significant advancements in digital solutions for various industries. Endelman's expertise extends to fostering strategic partnerships, making him a vital figure in enhancing collaborative ecosystems within the tech landscape. As an active participant in both public discussions and private forums, he advocates for innovation-driven approaches that meet modern market demands.
With a strong background in technology and finance, Andrew Endelman is recognized for his leadership in entrepreneurial ventures that bridge these sectors. His career has focused on leveraging technological innovations to drive business growth and improve operational efficiency. He has successfully founded several startups, contributing significant advancements in digital solutions for various industries. Endelman's expertise extends to fostering strategic partnerships, making him a vital figure in enhancing collaborative ecosystems within the tech landscape. As an active participant in both public discussions and private forums, he advocates for innovation-driven approaches that meet modern market demands.
Investment Philosophy & Strategy
Innovation lies at the core of Andrew Endelman's investment perspective. By identifying opportunities that integrate cutting-edge technology within established markets, he champions disruptive solutions that redefine industry norms. With a penchant for entrepreneurship, his strategic initiatives prioritize scalability and market adaptability. The ability to evaluate potential partnerships is instrumental in aligning resources effectively and fostering collaborative synergies across sectors. This approach not only enhances growth trajectories but also nurtures an environment where novel ideas can flourish into viable business models.
Innovation lies at the core of Andrew Endelman's investment perspective. By identifying opportunities that integrate cutting-edge technology within established markets, he champions disruptive solutions that redefine industry norms. With a penchant for entrepreneurship, his strategic initiatives prioritize scalability and market adaptability. The ability to evaluate potential partnerships is instrumental in aligning resources effectively and fostering collaborative synergies across sectors. This approach not only enhances growth trajectories but also nurtures an environment where novel ideas can flourish into viable business models.
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:
60.02%
Gain -0.72%
Monthly
0.67%
Yearly
8.33%
Drawdown
15.96%
$394.46M
Equity
Holdings
$394.46M
Investment
$326.76M
$90.21M
Profit -$2.06M
Realized
$21.47M
Unrealized
$68.74M
Dividends
$26.5M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.72%
Profit
-$2.06M
Win %
64%
This Week
Compared To Last Week
Gain
0.42%
Profit
$1.66M
Win %
64%
This Month
Compared to last month
Gain
-0.09%
Profit
-$344,544.41
Win %
64%
This Year
Compared to last year
Gain
-0.18%
Profit
-$632,920.37
Win %
65%
KR The Kroger Co.
+5.83%
+$58,115.86 
PG The Procter & Gamble Company
+5.58%
+$20,580 
HD The Home Depot, Inc.
+4.33%
+$13,386.15 
UL Unilever PLC Sponsored ADR
+4.04%
+$9,042.8 
MDT Medtronic plc
+3.83%
+$14,293.4 
T AT&T Inc.
+3.79%
+$15,767.51 
VZ Verizon Communications Inc.
+3.77%
+$15,555.4 
CRM Salesforce, Inc.
+3.52%
+$9,437.58 
WTBA West Bancorporation Inc.
+3.17%
+$14,191.8 
SPG Simon Property Group Inc.
+3.16%
+$11,169.28 
NFLX Netflix Inc.
+3.09%
+$10,864.06 
PEP PepsiCo, Inc.
+3.07%
+$8,652.35 
MO Altria Group, Inc.
+3.03%
+$45,037.44 
GPN Global Payments Inc.
+2.81%
+$7,061.75 
NOW ServiceNow Inc.
+2.53%
+$10,576.88 
PM Philip Morris International Inc.
+2.17%
+$7,293.12 
MA Mastercard Inc. Class A Common Stock
+1.7%
+$7,000 
RTX RTX Corporation
+1.62%
+$4,304.24 
V Visa Inc. Class A
+1.59%
+$40,393.7 
DE Deere & Company
+1.11%
+$5,295.84 
ET Energy Transfer LP
+0.81%
+$9,648.38 
MUB iShares National Muni Bond ETF
+0.77%
+$2,281.52 
FDVV Fidelity High Dividend ETF
+0.74%
+$10,050.54 
WFC Wells Fargo & Company
+0.72%
+$1,598.91 
RTRE Rareview Total Return Bond ETF
+0.65%
+$4,098.79 
APA APA Corporation
+0.51%
+$1,337.75 
NAK Northern Dynasty Minerals Ltd.
+0.48%
+$70.86 
MMM 3M Company
+0.47%
+$1,095.51 
FLRT Pacer Aristotle Pacific Floating Rate High Income ETF
+0.43%
+$12,845.52 
F Ford Motor Co.
+0.34%
+$421.32 
STIP iShares 0-5 Year TIPS Bond ETF
+0.31%
+$8,010.4 
AVIE Avantis Inflation Focused Equity ETF
+0.29%
+$1,009.32 
BNDX Vanguard Total International Bond ETF
+0.28%
+$1,378.91 
QUS State Street SPDR MSCI USA StrategicFactors ETF
+0.24%
+$1,555.55 
PSCM Invesco S&P SmallCap Materials ETF
+0.24%
+$1,847.67 
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
+0.16%
+$1,498.31 
FSCO FS Credit Opportunities Corp.
+0.1%
+$119.61 
XOM ExxonMobil Holdings Corporation
+0.08%
+$1,335.36 
RDFI Rareview Dynamic Fixed Income ETF
+0.06%
+$3,611.82 
AVLV Avantis U.S. Large Cap Value ETF
+0.03%
+$78.36 
FTRI First Trust Indxx Global Natural Resources Income ETF
+0.03%
+$66.23 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$160.2 
FLTR VanEck IG Floating Rate ETF
+0.02%
+$86.74 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$148.77 
AAPL Apple Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ADBE Adobe Inc.
0%
$0 
AFL Aflac Incorporated
0%
$0 
AMGN Amgen Inc. Common Stock
0%
$0 
AMD Advanced Micro Devices Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
ATLX Atlas Lithium Corporation
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BGS B&G Foods, Inc.
0%
$0 
BWXT BWX Technologies, Inc.
0%
$0 
CASY Casey's General Stores, Inc.
0%
$0 
CLX The Clorox Company
0%
$0 
CME CME Group Inc. Class A Common Stock
0%
$0 
COST Costco Wholesale Corp
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
GE General Electric Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
HSY The Hershey Company Common Stock
0%
$0 
IDCC InterDigital Inc.
0%
-$0.01 
IGLD FT Vest Gold Strategy Target Income ETF
0%
-$0.03 
IVZ Invesco Ltd.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
KSS Kohl's Corporation Common Stock
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LRCX Lam Research Corp.
0%
$0 
MAR Marriott International, Inc. Class A Common Stock
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley Common Stock
0%
$0 
MRVL Marvell Technology Inc.
0%
-$0.02 
MSFT Microsoft Corporation Common Stock
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
PFG Principal Financial Group Inc.
0%
$0 
PSX Phillips 66
0%
+$0.01 
QCOM QUALCOMM Incorporated
0%
+$0.01 
RIVN Rivian Automotive, Inc. Class A
0%
$0 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
0%
$0 
SHW The Sherwin-Williams Company
0%
-$0.01 
STLD Steel Dynamics, Inc.
0%
$0 
TOST Toast, Inc. Class A Common Stock
0%
$0 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
0%
+$0.01 
TT Trane Technologies plc
0%
+$0.01 
UBER Uber Technologies Inc.
0%
$0 
UHT Universal Health Realty Income Trust
0%
$0 
VOD Vodafone Group plc Sponsored ADR
0%
$0 
WMT Walmart Inc.
0%
$0 
AAXJ iShares MSCI All Country Asia ex Japan ETF
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ACWV iShares MSCI Global Min Vol Factor ETF
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVLC Avantis U.S. Large Cap Equity ETF
0%
$0 
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
0%
$0 
BITO ProShares Bitcoin Strategy ETF
0%
$0 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
0%
$0 
BBIN JPMorgan BetaBuilders International Equity ETF
0%
-$0.04 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF
0%
$0 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
0%
$0 
BND Vanguard Total Bond Market ETF
0%
$0 
BUFR FT Vest Laddered Buffer ETF
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
CARY Angel Oak Income ETF
0%
$0 
BUG Global X Cybersecurity ETF
0%
$0 
BUXX Strive Enhanced Income Short Maturity ETF
0%
-$2.38 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
+$0.04 
CWB SPDR Bloomberg Convertible Securities ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DLN WisdomTree U.S. LargeCap Dividend Fund
0%
$0 
DUKH Ocean Park High Income ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
-$0.02 
ESGV Vanguard ESG U.S. Stock ETF
0%
+$0.01 
EWA iShares MSCI Australia ETF
0%
$0 
FEX First Trust Large Cap Core AlphaDEX Fund
0%
$0 
FFEB FT Vest U.S. Equity Buffer ETF - February
0%
+$1.7 
FJAN FT Vest U.S. Equity Buffer ETF - January
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
+$0.02 
FTSM First Trust Enhanced Short Maturity ETF
0%
$0 
FTHI First Trust BuyWrite Income ETF
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
FV First Trust Dorsey Wright Focus 5 ETF
0%
-$1 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FNX First Trust Mid Cap Core AlphaDEX Fund
0%
$0 
FTC First Trust Large Cap Growth AlphaDEX Fund
0%
+$0.03 
FYC First Trust Small Cap Growth AlphaDEX Fund
0%
$0 
GCOW Pacer Global Cash Cows Dividend ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GLD SPDR Gold Shares
0%
+$0.11 
HACK Amplify Cybersecurity ETF
0%
$0 
HYLS First Trust Tactical High Yield ETF
0%
$0 
IAGG iShares Core International Aggregate Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IDMO Invesco S&P International Developed Momentum ETF
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
ILTB iShares Core 10+ Year USD Bond ETF
0%
$0 
IMCG iShares Morningstar Mid-Cap Growth ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
-$0.07 
IVV iShares Core S&P 500 ETF
0%
+$0.05 
IWB iShares Russell 1000 ETF
0%
-$0.01 
IVW iShares S&P 500 Growth ETF
0%
+$0.04 
IWM iShares Russell 2000 ETF
0%
+$0.03 
IVE iShares S&P 500 Value ETF
0%
+$0.01 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JEPI JPMorgan Equity Premium Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
LEND SEI High Yield Bond & Alternative Credit ETF
0%
+$0.02 
LMBS First Trust Low Duration Opportunities ETF
0%
$0 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MEAR iShares Short Maturity Municipal Bond Active ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
NYF iShares New York Muni Bond ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PAAA PGIM AAA CLO ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
PSCI Invesco S&P SmallCap Industrials ETF
0%
$0 
PSFF Pacer Swan SOS Fund of Funds ETF
0%
$0 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
+$0.05 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
0%
+$0.12 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RDVI FT Vest Rising Dividend Achievers Target Income ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
ROM ProShares Ultra Technology
0%
$0 
RWK Invesco S&P MidCap 400 Revenue ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SECT Main Sector Rotation ETF
0%
$0 
SEIV SEI QiM U.S. Large Cap Value Active ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SEIQ SEI QiM U.S. Large Cap Quality Active ETF
0%
+$0.01 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SEIM SEI QiM U.S. Large Cap Momentum Active ETF
0%
$0 
SILJ Amplify Junior Silver Miners ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SIVR abrdn Physical Silver Shares ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
+$0.02 
SGOL abrdn Physical Gold Shares ETF
0%
$0 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SMIZ Zacks Small/Mid Cap ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$0.01 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
0%
$0 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
0%
$0 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
0%
$0 
TDIV First Trust NASDAQ Technology Dividend Index Fund
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
0%
$0 
USRT iShares Core U.S. REIT ETF
0%
$0 
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 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
-$0.02 
VDE Vanguard Energy ETF
0%
-$0.03 
VGLT Vanguard Long-Term Treasury ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VGSH Vanguard Short-Term Treasury ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
-$0.01 
VFH Vanguard Financials Index Fund ETF Shares
0%
-$0.01 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VV Vanguard Morningstar Large-Cap ETF
0%
$0 
VTI Vanguard Total Stock Market ETF
0%
-$0.03 
VTV Vanguard Morningstar Value ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Morningstar Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
-$0.01 
WINN Harbor Long-Term Growers ETF
0%
$0 
XEMD BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.15 
XLE State Street Energy Select Sector SPDR ETF
0%
$0 
XMMO Invesco S&P MidCap Momentum ETF
0%
$0 
XNTK SPDR NYSE Technology ETF
0%
+$0.04 
YYY Amplify CEF High Income ETF
0%
$0 
ZECP Zacks Earnings Consistent Portfolio ETF
0%
$0 
ARCC Ares Capital Corp.
0%
$0 
BITB Bitwise Bitcoin ETF
0%
$0 
YMAX YieldMax Universe Fund of Option Income ETFs
0%
$0 
YBTC Roundhill Bitcoin Covered Call Strategy ETF
0%
$0 
SCIO First Trust Structured Credit Income Opportunities ETF
0%
$0 
DUKZ Ocean Park Diversified Income ETF
0%
$0 
NBIS Nebius Group N.V. Class A Ordinary Shares
0%
+$0.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
DNP DNP Select Income Fund Inc.
0%
$0 
MSIF MSC Income Fund Inc.
0%
$0 
LQTI FT Vest Investment Grade & Target Income ETF
0%
$0 
SNTH MRP SynthEquity ETF
0%
$0 
QUIZ Zacks Quality International ETF
0%
$0 
BTQ BTQ Technologies Corp.
0%
$0 
QALT SEI DBi Multi-Strategy Alternative ETF
0%
+$0.01 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
0%
$0 
AWF AllianceBernstein Global High Income Fund
0%
$0 
JRS Nuveen Real Estate Income Fund
0%
$0 
WFC-PL Wells Fargo & Company
0%
$0 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
FOF Cohen & Steers Closed-End Opportunity Fund, Inc.
0%
$0 
LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
0%
$0 
JGH Nuveen Global High Income Fund
0%
$0 
HONA Honeywell Aerospace Inc.
0%
+$0.02 ANGU
ANGU
0%
$0 SEUS
SEUS
0%
$0 H591
H5919C104
-12.96%
-$57.92 LAC
LAC
-11.45%
-$69.52 
KLAC KLA Corporation
-9.54%
-$17,331.6 
SPCX Space Exploration Technologies Corp. Class A
-9.14%
-$158,456.48 
AMAT Applied Materials Inc.
-8.16%
-$44,035.21 
INTC Intel Corporation
-8.04%
-$37,417.23 
VRT Vertiv Holdings Co Class A Common Stock
-7.81%
-$27,522.72 
APH Amphenol Corp. Class A Common Stock
-7.74%
-$23,103.97 
ASML ASML Holding N.V. NY Registered Shares
-6.93%
-$28,689.03 
SOXX iShares Semiconductor ETF
-6.79%
-$122,246.42 
MU Micron Technology Inc.
-6.26%
-$69,645.23 
HONIV Honeywell International Inc.
-5.79%
-$27.17 
UEC Uranium Energy Corp.
-5.32%
-$7,906.92 
CAT Caterpillar Inc.
-4.88%
-$959,397.97 
NVDA NVIDIA Corporation
-4.4%
-$288,339.38 
FMTL First Trust Indxx Critical Metals ETF
-4.32%
-$31,844.94 
EQIX Equinix, Inc.
-4.26%
-$10,383.1 
AKBA Akebia Therapeutics Inc.
-3.95%
-$300.37 
IBIT iShares Bitcoin Trust ETF
-3.72%
-$10,799.25 
GOOGL Alphabet Inc
-3.15%
-$51,856.85 
TSLA Tesla, Inc.
-3.08%
-$49,212.75 
QQQ Invesco QQQ Trust, Series 1
-2.86%
-$206,056.5 
ORCL Oracle Corporation
-2.78%
-$11,085.92 
PLTR Palantir Technologies Inc. Class A Common Stock
-2.74%
-$88,247.74 
JMOM JPMorgan U.S. Momentum Factor ETF
-2.64%
-$6,894.72 
BA The Boeing Company
-2.46%
-$25,314.96 
MOS The Mosaic Company
-2.32%
-$4,871.21 
CSCO Cisco Systems, Inc.
-2.21%
-$16,973.94 
TXN Texas Instruments Inc.
-1.81%
-$4,212.69 
VOT Vanguard Mid-Cap Growth ETF
-1.56%
-$12,838.26 
VOO Vanguard S&P 500 ETF
-1.19%
-$61,449.23 
SPY State Street SPDR S&P 500 ETF Trust
-1.18%
-$24,157.93 
C Citigroup Inc.
-1.08%
-$2,133.28 
SEIE SEI Select International Equity ETF
-0.91%
-$3,567.44 
CGBL Capital Group Core Balanced ETF
-0.51%
-$6,538.28 
GRNT Granite Ridge Resources, Inc.
-0.35%
-$1,169.08 
JPIN JPMorgan Diversified Return International Equity ETF
-0.28%
-$2,728.04 
ZSEP Innovator Equity Defined Protection ETF - 1 Yr September
-0.21%
-$2,283.12 
SHOC Strive U.S. Semiconductor ETF
-0.15%
-$428.71 
VAW Vanguard Materials Index Fund ETF Shares
-0.1%
-$227.93 
PSCT Invesco S&P SmallCap Information Technology ETF
-0.01%
-$41.32 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.01%
-$47.47 
FTA First Trust Large Cap Value AlphaDEX Fund
0%
-$29.86 
CNRG State Street SPDR S&P Kensho Clean Power ETF
0%
-$12.7 Events
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Dividends
Dividend Analysis
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| Trades 4621 | Longs Won 2736/4621 59% | Profit Factor 4.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $188,477.49 |
| Average Win $41,757.3 | Best Trade (Oct 23) $9.67M | Sharpe Ratio -3.73 |
| Average Loss -$12,751.87 | Worst Trade (Mar 31) -$550,332.6 | Z-Score -8.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 5d | Expectancy $19,521.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,626 | $4.21M | $6.75M | - | $2.54M | 60.35% | 0.0 |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 8,696 | $633,156.95 | $951,255.44 | - | $318,098.49 | 50.24% | 0.0 |
| ABBV AbbVie Inc. | 1,797 | $335,793.84 | $511,785.58 | - | $175,991.74 | 52.41% | 0.0 |
| ACWI iShares MSCI ACWI ETF | 21,851 | $2.53M | $3.49M | - | $961,340.33 | 38.07% | 0.0 |
| ACWV iShares MSCI Global Min Vol Factor ETF | 2,113 | $226,150.67 | $271,182.42 | - | $45,031.75 | 19.91% | 0.0 |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 37,734 | $784,766.9 | $784,112.52 | - | -$654.38 | -0.08% | 0.0 |
| ADBE Adobe Inc. | 1,693 | $455,647.33 | $431,816.58 | - | -$23,830.75 | -5.23% | 0.0 |
| AFL Aflac Incorporated | 4,481 | $400,198.11 | $538,392.15 | - | $138,194.04 | 34.53% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 18,170 | $1.79M | $1.73M | - | -$61,005.02 | -3.4% | 0.0 |
| AIRR First Trust RBA American Industrial Renaissance ETF | 9,373 | $846,223.19 | $930,176.52 | - | $83,953.33 | 9.92% | 0.0 |
| AKBA Akebia Therapeutics Inc. | 13,003 | $15,023.06 | $7,310.29 | - | -$7,712.77 | -51.34% | -3.947% |
| AMAT Applied Materials Inc. | 1,320 | $527,623.21 | $495,765.59 | - | -$31,857.62 | -6.04% | -8.158% |
| AMD Advanced Micro Devices Inc. | 2,541 | $438,028.14 | $1.4M | - | $966,433.3 | 220.63% | 0.0 |
| AMGN Amgen Inc. Common Stock | 541 | $228,036.92 | $237,141.94 | - | $9,105.02 | 3.99% | 0.0 |
| AMLP Alerian MLP ETF | 6,718 | $323,952.65 | $353,702.7 | - | $29,750.05 | 9.18% | 0.0 |
| AMZN Amazon.com Inc | 16,108 | $3.24M | $4.23M | - | $981,436.16 | 30.25% | 0.0 |
| ANGU ANGU | 12,130 | $306.83 | $306.83 | - | - | - | 0.0 |
| APA APA Corporation | 5,351 | $222,280.54 | $265,570.13 | - | $43,289.59 | 19.48% | +0.506% |
| APH Amphenol Corp. Class A Common Stock | 3,769 | $108,311.44 | $275,400.83 | - | $167,089.39 | 154.27% | -7.74% |
| ARCC Ares Capital Corp. | 69,814 | $1.42M | $1.28M | - | -$135,446.49 | -9.54% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Andrew Endelman?
The largest contributions to the portfolio's profits come from the following stocks: Caterpillar Inc - $3.52M, State Street SPDR Portfolio S&P 500 Growth ETF - $2.51M, State Street SPDR Portfolio S&P 500 Value ETF - $2.28M, Chevron Corporation - $2.12M, and Palantir Technologies Inc. Class A Common Stock - $1.67M. 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: iShares Core 10+ Year USD Bond ETF - $412,593.48, PayPal Holdings, Inc - $389,263.59, iShares 20+ Year Treasury Bond ETF - $306,671.57, The Walt Disney Company - $244,229.01, and ARK Innovation ETF - $240,084.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Endelman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.5M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.66M, Amplify CEF High Income ETF - $897,395.76, JPMorgan Equity Premium Income ETF - $843,955.95, Chevron Corporation - $818,895.09, and iShares Core 10+ Year USD Bond ETF - $791,156.94. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Endelman's monthly returns?
Andrew Endelman'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 Andrew Endelman's strategy be considered aggressive or moderate?
Andrew Endelman'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 Endelman's strategy?
Andrew Endelman'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.
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