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:
48.1%
Gain -0.54%
Monthly
0.69%
Yearly
8.62%
Drawdown
15.8%
$360.76M
Equity
Holdings
$360.76M
Investment
$289.67M
$88.39M
Profit -$1.59M
Realized
$17.3M
Unrealized
$71.09M
Dividends
$24.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$1.59M
Win %
69%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$585,537.35
Win %
69%
This Month
Compared to last month
Gain
-2.28%
Profit
-$8.41M
Win %
69%
This Year
Compared to last year
Gain
7.9%
Profit
$26.42M
Win %
70%
LAC
+46.3%
+$221.34 
MSFT Microsoft Corp.
+2.15%
+$95,007.88 
INTC Intel Corporation
+2.12%
+$13,933.95 
AVGO Broadcom Inc.
+1.98%
+$18,918.76 
MU Micron Technology, Inc.
+1.95%
+$19,762.46 
PLTR Palantir Technologies Inc.
+1.87%
+$37,237.72 
AMD Advanced Micro Devices, Inc.
+1.57%
+$23,367.49 
RTRE
+1.55%
+$10.33 
GOOG Alphabet Inc
+1.52%
+$26,701.5 
GOOGL Alphabet Inc
+1.5%
+$21,422.92 
NOW ServiceNow, Inc.
+1.41%
+$2,854.3 
CVX Chevron Corporation
+1.22%
+$66,634.42 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.03%
+$16,488.6 
MA Mastercard Incorporated
+0.71%
+$2,972.18 
KO The Coca-Cola Company
+0.69%
+$2,088.24 
MO Altria Group, Inc.
+0.61%
+$7,572.6 
V Visa Inc. Class A
+0.56%
+$11,493.18 
GD General Dynamics Corporation
+0.55%
+$1,177.67 
HON Honeywell International Inc.
+0.52%
+$2,547.93 
RTX RTX Corporation
+0.48%
+$1,163.44 
WTBA West Bancorporation Inc.
+0.48%
+$1,910.73 
VDE Vanguard Energy ETF
+0.43%
+$2,528.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$1,940.64 
NAK Northern Dynasty Minerals Ltd.
+0.31%
+$78.1 
NVDA NVIDIA Corporation
+0.23%
+$12,353.48 
HSY The Hershey Company
+0.16%
+$1,175.44 
BGS B&G Foods Inc.
+0.14%
+$240.29 
CNRG SPDR S&P Kensho Clean Power ETF
+0.12%
+$635.64 
VGT Vanguard Information Technology ETF
+0.12%
+$699.93 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$1,752.54 
ARCC Ares Capital Corporation
+0.1%
+$1,109.9 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.1%
+$1,160.13 
PGX Invesco Preferred ETF
+0.09%
+$1,133.2 
UHT Universal Health Realty Income Trust
+0.09%
+$603.24 
VAW Vanguard Materials ETF
+0.08%
+$193.32 
CASY Casey's General Stores Inc.
+0.08%
+$1,074.52 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$1,825.8 
BITO ProShares Bitcoin ETF
+0.06%
+$249.34 
VOT Vanguard Mid-Cap Growth ETF
+0.04%
+$338.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.04%
+$4,446.45 
PYLD PIMCO Multisector Bond Active ETF
+0.04%
+$193.94 
IVE ISHARES S&P 500 VALUE ETF
+0.04%
+$226.11 
VUG Vanguard Growth ETF
+0.04%
+$1,127.88 
RIVN Rivian Automotive, Inc.
+0.03%
+$78.67 
UBER Uber Technologies, Inc.
+0.03%
+$64.44 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$192.53 
CME CME Group Inc.
+0.02%
+$203.45 
SHEL Shell plc
+0.02%
+$55.16 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.02%
+$192.56 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.02%
+$142.15 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.02%
+$61.25 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.02%
+$681.63 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$427.41 
IWM iShares Russell 2000 ETF
+0.02%
+$164.94 
SLV iShares Silver Trust
+0.02%
+$1,057.78 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.02%
+$564.64 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.02%
+$646.45 
XOM Exxon Mobil Corporation
+0.02%
+$266.61 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.02%
+$128.61 
TXN Texas Instruments Inc
+0.02%
+$57.56 
XLE Energy Select Sector SPDR Fund
+0.02%
+$451.63 
AFL Aflac Inc.
+0.02%
+$92.1 
EQIX Equinix, Inc.
+0.02%
+$45.75 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.01%
+$233.11 
VTV Vanguard Value ETF
+0.01%
+$109.65 
APH Amphenol Corporation
+0.01%
+$58.04 
GPN Global Payments Inc.
+0.01%
+$31.98 
SGOL abrdn Physical Gold Shares ETF
+0.01%
+$38.39 
AMZN Amazon.com Inc
+0.01%
+$467.54 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$230.71 
PEP PepsiCo, Inc.
+0.01%
+$29.83 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$137.82 
VNQ Vanguard Real Estate ETF
+0.01%
+$46.46 
IEMG iShares Core MSCI Emerging Markets ETF
+0.01%
+$40.44 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$78.98 
VBK Vanguard Small-Cap Growth ETF
+0.01%
+$91.95 
TMUS T-Mobile US, Inc.
+0.01%
+$11.01 
SYK Stryker Corporation
0%
+$7.34 
FNX First Trust Mid Cap Core AlphaDEX Fund
0%
+$4.15 
META Meta Platforms Inc Class A
0%
+$32.23 
FTC First Trust Large Cap Growth Fund
0%
+$5.28 
ZECP Zacks Earnings Consistent Portfolio
0%
+$2.85 
ACWI iShares MSCI ACWI ETF
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
AKBA Akebia Therapeutics Inc.
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
0%
$0 
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
0%
$0 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
0%
$0 
BBIN JPMorgan BetaBuilders International Equity Fund
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
-$3.01 
BRK-A Berkshire Hathaway Inc.
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
BUXX Strive Enhanced Income Short Duration Fund
0%
$0 
COP ConocoPhillips
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EWA iShares MSCI Australia ETF
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FEX First Trust Large Cap Core Fund A
0%
$0 
FFEB FT Vest US Equity Buffer ETF
0%
-$1.81 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
0%
$0 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
0%
$0 
FLTR VanEck IG Floating Rate ETF
0%
$0 
FMTL First Trust Indxx Critical Metals ETF
0%
-$1.65 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
0%
$0 
FYC First Trust Small Cap Growth Fund
0%
$0 
GCOW Pacer Global Cash Cows Dividend ETF
0%
$0 
GRNT Granite Ridge Resources Inc.
0%
$0 
H5919C104
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
IGLD FT Vest Gold Strategy Target Fund
0%
$0 
ILTB iShares Core 10+ Year USD Bond ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JGH Nuveen Global High Income Fund
0%
$0 
JPIN JPMorgan Diversified Return International Equity ETF
0%
+$2.36 
JRS Nuveen Real Estate Income Fund
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
LQTI FT Vest Investment Grade & Target Income ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
PSFF Pacer Swan SOS Fund of Funds
0%
$0 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
$0 
QUS SPDR MSCI USA StrategicFactors ETF
0%
-$0.95 
RDFI Rareview Dynamic Fixed Income Fund
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCIO First Trust Structured Credit Income Opportunities ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SECT Main Sector Rotation ETF
0%
$0 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
0%
$0 
SEIV SEI Enhanced U.S. Large Cap Value Fund
0%
$0 
SNTH Mrp Synthequity ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPIP SPDR Portfolio TIPS ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VUZI Vuzix Corporation
0%
$0 
WFC-PL Wells Fargo & Company
0%
$0 
WINN Harbor Long-Term Growers ETF
0%
$0 
WSO Watsco Inc.
0%
$0 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
0%
$0 
YYY Amplify High Income ETF
0%
$0 
TSLA Tesla, Inc.
-2.96%
-$43,130.29 
LLY Eli Lilly and Company
-2.74%
-$16,678.41 
SHW The Sherwin-Williams Company
-2.33%
-$12,568.18 
AAPL Apple Inc.
-2.14%
-$140,476.05 
BA Boeing Company
-2.13%
-$24,820.24 
PKG Packaging Corporation of America
-1.99%
-$16,379.22 
NFLX Netflix, Inc.
-1.96%
-$8,586 
SQ Block, Inc.
-1.94%
-$6,422.7 
DE Deere & Company
-1.88%
-$8,576.11 
CAT Caterpillar Inc.
-1.81%
-$417,366.42 
WMT Walmart Inc.
-1.79%
-$10,149 
HD The Home Depot, Inc.
-1.72%
-$6,978.51 
JNJ Johnson & Johnson
-1.67%
-$14,356.42 
WFC Wells Fargo & Company
-1.35%
-$3,412.56 
MDLZ Mondelez International, Inc.
-1.2%
-$2,695.16 
CSCO Cisco Systems, Inc.
-1.11%
-$8,994.96 
SNA Snap-on Inc.
-1.08%
-$2,872.23 
APA APA Corporation
-1.08%
-$2,805.54 
ADBE Adobe Inc.
-1.06%
-$2,818.73 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.84%
-$17,108.4 
RSG Republic Services, Inc.
-0.8%
-$1,820.94 
KR Kroger Co.
-0.78%
-$6,978.66 
AMAT Applied Materials, Inc.
-0.75%
-$3,730.29 
WEC WEC Energy Group Inc.
-0.71%
-$1,688 
JPM JPMorgan Chase & Co.
-0.65%
-$3,146.54 
XMMO Invesco S&P MidCap Momentum ETF
-0.57%
-$15,661.37 
PG Procter & Gamble Co
-0.56%
-$2,345.28 
SPGI S&P Global Inc.
-0.55%
-$1,272.39 
BTG B2Gold Corp
-0.55%
-$200 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$1,480.87 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.46%
-$2,965.04 
ABBV AbbVie Inc.
-0.44%
-$2,506.4 
VONE Vanguard Russell 1000 ETF
-0.28%
-$1,884.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$3,096.72 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.25%
-$943.58 
QUIZ Zacks Quality International Fund
-0.24%
-$573.16 
BNDX Vanguard Total International Bond ETF
-0.23%
-$947.32 
GLD SPDR Gold Shares
-0.22%
-$8,232.03 
VZ Verizon Communications Inc.
-0.21%
-$955.35 
ATO Atmos Energy Corporation
-0.2%
-$746.88 
MSIF MSC Income Fund Inc.
-0.18%
-$229.16 
PFFD Global X U.S. Preferred ETF
-0.16%
-$316.53 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$3,339.54 
PM Philip Morris International Inc.
-0.14%
-$442 
YMAX YieldMax Universe Fund of Option Income ETFs
-0.13%
-$164.68 
SOXX iShares Semiconductor ETF
-0.13%
-$3,774.3 
CGUS Capital Group Core Equity ETF
-0.11%
-$1,863.65 
DVN Devon Energy Corporation
-0.11%
-$486.35 
SPYI NEOS S&P 500 High Income ETF
-0.11%
-$279.72 
UEC Uranium Energy Corp.
-0.11%
-$260.89 
F Ford Motor Company
-0.1%
-$159.07 
FSCO FS Credit Opportunities Corp.
-0.1%
-$118.24 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.1%
-$947.1 
AWF AllianceBernstein Global High Income Fund Inc.
-0.1%
-$1,473.91 
AMLP Alerian MLP ETF
-0.09%
-$318.24 
DNP DNP Select Income Fund Inc.
-0.09%
-$114.2 
SMH VanEck Semiconductor ETF
-0.09%
-$341.31 
ET Energy Transfer L.P.
-0.07%
-$882.12 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$112.87 
TT Trane Technologies plc
-0.07%
-$187.96 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.07%
-$243.76 
CGDV Capital Group Dividend Value ETF
-0.07%
-$959.28 
CWB SPDR Bloomberg Convertible Securities ETF
-0.07%
-$260.54 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.07%
-$607.42 
SILJ Amplify Junior Silver Miners ETF
-0.06%
-$148.29 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.06%
-$200.04 
KSS Kohl's Corporation
-0.06%
-$380.92 
TER Teradyne, Inc.
-0.06%
-$150.12 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.05%
-$99.33 
HACK Amplify Cybersecurity ETF
-0.04%
-$636.36 
VRT Vertiv Holdings Co
-0.04%
-$134.04 
VIG Vanguard Dividend Appreciation ETF
-0.04%
-$496.95 
IBIT iShares Bitcoin Trust
-0.04%
-$97.98 
PSX Phillips 66
-0.03%
-$110.34 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.03%
-$80.44 
MRVL Marvell Technology, Inc.
-0.03%
-$124.42 
CLX The Clorox Company
-0.03%
-$320.34 
FTRI First Trust Indxx Global Natural Resources Income ETF
-0.03%
-$68.59 
SCHV Schwab U.S. Large-Cap Value ETF
-0.03%
-$270.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$274.3 
CGBL Capital Group Core Balanced ETF
-0.03%
-$341.79 
VB Vanguard Small-Cap ETF
-0.03%
-$157.82 
FDVV Fidelity High Dividend ETF
-0.02%
-$273.19 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$74.95 
T AT&T Inc.
-0.02%
-$95.83 
XLK State Street Technology Select Sector SPDR ETF
-0.02%
-$566.56 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$94.37 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$2,499.17 
SPEM SPDR Portfolio Emerging Markets ETF
-0.02%
-$285.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$60.86 
NYF iShares New York Muni Bond ETF
-0.02%
-$88.49 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$41.98 
SIVR abrdn Physical Silver Shares ETF
-0.02%
-$33.53 
IDMO Invesco S&P International Developed Momentum ETF
-0.02%
-$53.63 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$45.12 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.01%
-$187.37 
XNTK SPDR NYSE Technology ETF
-0.01%
-$171.47 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.01%
-$88.28 
GLDM SPDR Gold MiniShares Trust
-0.01%
-$68.73 
GM General Motors Company
-0.01%
-$30.63 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.01%
-$40.99 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$379.2 
FTEC Fidelity MSCI Information Technology Index ETF
-0.01%
-$58.66 
ABT Abbott Laboratories
-0.01%
-$23.81 
EFA iShares MSCI EAFE ETF
-0.01%
-$114.8 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.01%
-$157.97 
BABA Alibaba Group Holding Limited SP ADR
-0.01%
-$19.39 
IVV iShares Core S&P 500 ETF
-0.01%
-$126.96 
VWO Vanguard FTSE Emerging Markets ETF
-0.01%
-$36.54 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$33.36 
MSI Motorola Solutions, Inc.
-0.01%
-$80.49 
USRT iShares Core U.S. REIT ETF
-0.01%
-$67.08 
BWXT Bwx Technologies Inc.
-0.01%
-$11.96 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.01%
-$62.56 
QCOM QUALCOMM Incorporated
-0.01%
-$21.87 
VOO Vanguard S&P 500 ETF
-0.01%
-$271.82 
VT Vanguard Total World Stock ETF
-0.01%
-$17.27 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.01%
-$89.36 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.01%
-$26.82 
MCD McDonald's Corporation
0%
-$8.4 
QQQ Invesco QQQ Trust, Series 1
0%
-$268.35 
RWK Invesco S&P Midcap 400 Revenue ETF
0%
-$15.5 
COST Costco Wholesale Corporation
0%
-$21.96 
PSCI Invesco S&P SmallCap Industrials ETF
0%
-$18.41 
QQQM Invesco NASDAQ 100 ETF
0%
-$25.26 
FV First Trust Dorsey Wright Focus 5 ETF
0%
-$1.95 
LMBS First Trust Low Duration Opportunities ETF
0%
-$18.35 
ZDEK Innovator Equity Defined Protection ETF
0%
-$4.48 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3965 | Longs Won 2339/3965 58% | Profit Factor 5.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $259,883.65 |
| Average Win $45,658.47 | Best Trade (Jul 22) $14.81M | Sharpe Ratio -3.84 |
| Average Loss -$11,316.51 | Worst Trade (Jul 24) -$559,697.94 | Z-Score -7.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $22,293.66 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
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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 - $3.48M, SPDR Portfolio S&P 500 Value ETF - $2.16M, SPDR Portfolio S&P 500 Growth ETF - $2.1M, Chevron Corporation - $2.04M, and Palantir Technologies Inc - $1.65M. 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 - $425,181.72, PayPal Holdings Inc - $351,663.39, iShares 20+ Year Treasury Bond ETF - $255,578.69, The Walt Disney Company - $244,229.01, and ARK Innovation ETF Fund - $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 $24.59M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.58M, Amplify High Income ETF - $829,744.56, JPMorgan Equity Premium Income Fund - $815,594.39, iShares Core 10+ Year USD Bond ETF - $771,721.1, and Chevron Corporation - $768,711.55. 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.
