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:
53.01%
Gain -0.09%
Monthly
0.71%
Yearly
8.88%
Drawdown
15.94%
$388.23M
Equity
Holdings
$388.23M
Investment
$313.13M
$94.84M
Profit -$283,520.04
Realized
$19.75M
Unrealized
$75.1M
Dividends
$25.49M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$283,520.04
Win %
67%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$2.78M
Win %
67%
This Month
Compared to last month
Gain
-0.44%
Profit
-$1.73M
Win %
67%
This Year
Compared to last year
Gain
-0.43%
Profit
-$1.69M
Win %
69%
TEO Telecom Argentina S.A. - SP ADR
+3.45%
+$6,706.8 
F Ford Motor Company
+3.27%
+$4,631 
AAPL Apple Inc.
+3.16%
+$197,814.77 
PKG Packaging Corporation of America
+2.15%
+$16,592 
PM Philip Morris International Inc.
+2.08%
+$6,536.43 
GPN Global Payments Inc.
+1.89%
+$5,107.73 
DVN Devon Energy Corporation
+1.84%
+$8,789.4 
T AT&T Inc.
+1.73%
+$8,500.77 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+1.53%
+$5,112.72 
UBER Uber Technologies, Inc.
+1.53%
+$3,716.12 
ABBV AbbVie Inc.
+1.37%
+$7,355.4 
MO Altria Group, Inc.
+1.19%
+$14,290.02 
WTBA West Bancorporation Inc.
+0.9%
+$3,846.7 
CASY Casey's General Stores Inc.
+0.87%
+$7,210.35 
HONA Honeywell Aerospace Inc.
+0.86%
+$2,805.75 
QCOM QUALCOMM Incorporated
+0.8%
+$3,069.57 
XOM Exxon Mobil Corporation
+0.79%
+$13,160.58 
HSY The Hershey Company
+0.78%
+$5,645.72 
MSI Motorola Solutions, Inc.
+0.73%
+$8,762.88 
ADP Automatic Data Processing Inc.
+0.7%
+$1,716.78 
GOOGL Alphabet Inc
+0.67%
+$10,297.53 
GOOG Alphabet Inc
+0.64%
+$10,661.72 
PFG Principal Financial Group, Inc.
+0.64%
+$1,529.34 
UHT Universal Health Realty Income Trust
+0.64%
+$4,167.54 
RIVN Rivian Automotive, Inc.
+0.5%
+$1,391.28 
KO The Coca-Cola Company
+0.48%
+$1,582.7 
KR Kroger Co.
+0.46%
+$4,021.16 
SHEL Shell plc
+0.41%
+$1,533.39 
WSO Watsco Inc.
+0.36%
+$584.64 
SPCX Space Exploration Technologies Corp. Class A
+0.35%
+$1,215.5 
RBLX Roblox Corporation
+0.33%
+$564.92 
VISN Vistance Networks, Inc.
+0.28%
+$236.85 
SPG Simon Property Group, Inc.
+0.27%
+$538.72 
VZ Verizon Communications Inc.
+0.27%
+$1,410.35 
ET Energy Transfer L.P.
+0.18%
+$2,437.84 
ARCC Ares Capital Corporation
+0.18%
+$2,417.03 
PG Procter & Gamble Co
+0.15%
+$590.17 
BRK-A Berkshire Hathaway Inc.
+0.13%
+$1,917.28 
PEP PepsiCo, Inc.
+0.07%
+$211.9 
LLY Eli Lilly and Company
+0.07%
+$424 
DE Deere & Company
+0.06%
+$314.58 
FLTR VanEck IG Floating Rate ETF
+0.06%
+$302.6 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$807.5 
PAAA PGIM AAA CLO ETF
+0.03%
+$60.55 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$211.72 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$229 
RTX RTX Corporation
+0.01%
+$27.65 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 LAC
LAC
0%
$0 RTRE
RTRE
0%
$0 ZJUN
ZJUN
0%
$0 H591
H5919C104
0%
$0 
FCX Freeport-McMoRan Inc.
-6.62%
-$16,407.45 
VRT Vertiv Holdings Co
-5.58%
-$19,657.8 
NAK Northern Dynasty Minerals Ltd.
-5.56%
-$1,434.04 
SIVR abrdn Physical Silver Shares ETF
-5.46%
-$13,478.38 
SLV iShares Silver Trust
-5.41%
-$317,399.98 
ATLX Atlas Lithium Inc.
-5.3%
-$2,986.72 
UEC Uranium Energy Corp.
-5.22%
-$14,783.17 
LRCX Lam Research Corporation
-5.1%
-$10,954.8 
NBIS Nebius Group N.V.
-5%
-$15,578.84 
INTC Intel Corporation
-4.92%
-$32,504.72 
KSS Kohl's Corporation
-4.91%
-$34,149.74 
ESI Element Solutions Inc.
-4.74%
-$7,173.24 
ORCL Oracle Corporation
-4.63%
-$18,842.12 
FMTL First Trust Indxx Critical Metals ETF
-4.51%
-$34,835.55 
MU Micron Technology, Inc.
-4.49%
-$38,002.88 
SILJ Amplify Junior Silver Miners ETF
-4.29%
-$14,306.44 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.96%
-$5,883.79 
DELL Dell Technologies Inc.
-3.94%
-$12,117.14 
WDC Western Digital Corporation
-3.91%
-$9,513 
BTG B2Gold Corp
-3.61%
-$2,040 
AMD Advanced Micro Devices, Inc.
-3.12%
-$39,476.15 
KLAC KLA Corporation
-3.01%
-$5,978.35 
TER Teradyne, Inc.
-2.95%
-$5,551.7 
GEV GE Vernova Inc.
-2.84%
-$4,996.85 
BWXT Bwx Technologies Inc.
-2.75%
-$7,115.81 
AMAT Applied Materials, Inc.
-2.65%
-$16,716.99 
ROM ProShares Ultra Technology ETF
-2.58%
-$8,371.4 
MOS Mosaic Company
-2.54%
-$7,312.34 
SHOC SHOC US Semiconductor Equity ETF
-2.44%
-$7,268.8 
MRVL Marvell Technology, Inc.
-2.39%
-$6,648.04 
SOXX iShares Semiconductor ETF
-2.38%
-$41,210.03 
CMP Compass Minerals International Inc.
-2.38%
-$4,171.79 
ADBE Adobe Inc.
-2.28%
-$10,179.12 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-2.26%
-$23,400.78 
NVDA NVIDIA Corporation
-2.24%
-$140,214.87 
SMH VanEck Semiconductor ETF
-2.13%
-$8,340.86 
PLTR Palantir Technologies Inc.
-2.1%
-$57,158.54 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$15,068.14 
MRK Merck & Co., Inc.
-1.94%
-$6,697.83 
STX Seagate Technology Holdings plc
-1.93%
-$5,390.56 
EWA iShares MSCI Australia ETF
-1.91%
-$16,820.62 
ASML ASML Holding N.V. New York Registry Shares
-1.86%
-$5,945.9 
XMMO Invesco S&P MidCap Momentum ETF
-1.85%
-$53,702.55 
FTRI First Trust Indxx Global Natural Resources Income ETF
-1.83%
-$4,596.46 
IGLD FT Vest Gold Strategy Target Fund
-1.78%
-$9,169.78 
XNTK SPDR NYSE Technology ETF
-1.77%
-$20,839.84 
GLD SPDR Gold Shares
-1.75%
-$73,531.6 
GLDM SPDR Gold MiniShares Trust
-1.75%
-$13,257.44 
SGOL abrdn Physical Gold Shares ETF
-1.74%
-$5,721.01 
IAU iShares Gold Trust
-1.72%
-$22,160.52 
HD The Home Depot, Inc.
-1.71%
-$5,915.84 
VAW Vanguard Materials ETF
-1.68%
-$3,574.2 
MTUM iShares MSCI USA Momentum Factor ETF
-1.67%
-$10,965.83 
EQIX Equinix, Inc.
-1.64%
-$4,981.92 
VRSK Verisk Analytics Inc.
-1.64%
-$3,991.8 
STLD Steel Dynamics Inc.
-1.59%
-$3,494.4 
TOST Toast Inc.
-1.59%
-$5,555.82 
CNRG SPDR S&P Kensho Clean Power ETF
-1.58%
-$7,386.81 
META Meta Platforms Inc Class A
-1.53%
-$34,743.92 
SYK Stryker Corporation
-1.52%
-$2,769.59 
PSCI Invesco S&P SmallCap Industrials ETF
-1.49%
-$10,966.85 
SPEM SPDR Portfolio Emerging Markets ETF
-1.48%
-$23,526.45 
UL Unilever PLC Sponsored American Depositary Receipt
-1.46%
-$3,130.33 
VWO Vanguard FTSE Emerging Markets ETF
-1.45%
-$7,187.09 
QTEC First Trust NASDAQ-100 Technology Index Fund
-1.45%
-$54,936 
IBIT iShares Bitcoin Trust
-1.43%
-$4,036.7 
JCI Johnson Controls International plc
-1.42%
-$2,939.7 
DOCN DigitalOcean Holdings Inc.
-1.4%
-$3,158.28 
APH Amphenol Corporation
-1.39%
-$12,326.78 
FYC First Trust Small Cap Growth Fund
-1.35%
-$7,528.65 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.34%
-$12,842.83 
CSCO Cisco Systems, Inc.
-1.34%
-$10,698.9 
FTC First Trust Large Cap Growth Fund
-1.33%
-$6,007.11 
VBK Vanguard Small-Cap Growth ETF
-1.3%
-$22,561.5 
BITO ProShares Bitcoin ETF
-1.28%
-$6,942.65 
YBTC Roundhill Bitcoin Strategy ETF
-1.27%
-$2,913.18 
XLK State Street Technology Select Sector SPDR ETF
-1.27%
-$36,361.46 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.27%
-$14,449.42 
SCHA Schwab U.S. Small-Cap ETF
-1.26%
-$2,549.2 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.26%
-$14,175.36 
IDMO Invesco S&P International Developed Momentum ETF
-1.25%
-$4,432.13 
CAT Caterpillar Inc.
-1.25%
-$270,351 
CWB SPDR Bloomberg Convertible Securities ETF
-1.25%
-$4,513.71 
ILTB iShares Core 10+ Year USD Bond ETF
-1.17%
-$25,952.85 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.15%
-$7,402.02 
TSLA Tesla, Inc.
-1.15%
-$17,884.08 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.14%
-$17,870 
TT Trane Technologies plc
-1.13%
-$2,698.43 
YYY Amplify High Income ETF
-1.08%
-$22,550.4 
BGS B&G Foods Inc.
-1.08%
-$2,265.76 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.07%
-$2,380.65 
YMAX YieldMax Universe Fund of Option Income ETFs
-1.06%
-$1,514.32 
JRS Nuveen Real Estate Income Fund
-1.06%
-$1,916.55 
TXN Texas Instruments Inc
-1.06%
-$3,024.84 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.06%
-$2,596.71 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.04%
-$12,473.07 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$72,339.76 
QUIZ Zacks Quality International Fund
-1.02%
-$2,456.4 
QQQM Invesco NASDAQ 100 ETF
-1.01%
-$13,706.14 
MS Morgan Stanley
-1.01%
-$2,166.92 
IWM iShares Russell 2000 ETF
-1.01%
-$8,279.07 
VB Vanguard Small-Cap ETF
-1%
-$6,166.83 
CGBL Capital Group Core Balanced ETF
-1%
-$12,301.51 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.99%
-$1,194.24 
VOT Vanguard Mid-Cap Growth ETF
-0.98%
-$8,250.5 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.97%
-$2,806.87 
FTEC Fidelity MSCI Information Technology Index ETF
-0.97%
-$6,187.83 
RDVI FT Vest Rising Dividend Achievers Fund
-0.96%
-$4,555.1 
JPIN JPMorgan Diversified Return International Equity ETF
-0.95%
-$9,111.8 
FSCO FS Credit Opportunities Corp.
-0.95%
-$1,193.65 
SHW The Sherwin-Williams Company
-0.95%
-$4,565.85 
VGT Vanguard Information Technology ETF
-0.95%
-$6,722.9 
CLX The Clorox Company
-0.95%
-$10,297.75 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.94%
-$13,617.33 
SECT Main Sector Rotation ETF
-0.94%
-$18,716.45 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.93%
-$2,358.09 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.93%
-$6,275.79 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.93%
-$3,887.32 
MMM 3M Company
-0.93%
-$2,042.88 
RDVY First Trust Rising Dividend Achievers ETF
-0.91%
-$8,945.42 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.9%
-$12,544.62 
IJR iShares Core S&P Small-Cap ETF
-0.89%
-$4,309.5 
SCHV Schwab U.S. Large-Cap Value ETF
-0.89%
-$8,213.11 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.89%
-$3,343.47 
VNQ Vanguard Real Estate ETF
-0.87%
-$3,884.93 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.86%
-$4,722.11 
LQTI FT Vest Investment Grade & Target Income ETF
-0.86%
-$14,478.08 
EFA iShares MSCI EAFE ETF
-0.85%
-$10,601.5 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.84%
-$13,337.33 
LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
-0.84%
-$6,187.15 
ACWI iShares MSCI ACWI ETF
-0.84%
-$30,334.92 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.83%
-$5,191.03 
RDFI Rareview Dynamic Fixed Income Fund
-0.83%
-$53,192.97 
PFFD Global X U.S. Preferred ETF
-0.83%
-$1,703.7 
DAL Delta Air Lines, Inc.
-0.82%
-$1,471.89 
FEX First Trust Large Cap Core Fund A
-0.82%
-$3,925.85 
VT Vanguard Total World Stock ETF
-0.81%
-$2,314 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.81%
-$95,168.77 
CGUS Capital Group Core Equity ETF
-0.81%
-$13,686.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$4,846.24 
FV First Trust Dorsey Wright Focus 5 ETF
-0.8%
-$2,883.76 
MBB iShares MBS ETF
-0.8%
-$1,666.24 
NYF iShares New York Muni Bond ETF
-0.79%
-$3,629.73 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.78%
-$8,501.25 
VPU Vanguard Utilities ETF
-0.77%
-$1,467.18 
AVGO Broadcom Inc.
-0.76%
-$8,490.12 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.74%
-$5,436.56 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.74%
-$5,026.08 
AMLP Alerian MLP ETF
-0.73%
-$2,613.75 
MUB iShares National Muni Bond ETF
-0.72%
-$2,539.5 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.71%
-$4,569.2 
CGDV Capital Group Dividend Value ETF
-0.7%
-$9,734.17 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.69%
-$2,362.08 
AWF AllianceBernstein Global High Income Fund Inc.
-0.69%
-$10,667.86 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.68%
-$5,696.18 
SNTH Mrp Synthequity ETF
-0.68%
-$10,024.42 
VTV Vanguard Value ETF
-0.67%
-$6,636.45 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.67%
-$4,372.8 
IWB iShares Russell 1000 ETF
-0.67%
-$1,503.6 
RSP Invesco S&P 500 Equal Weight ETF
-0.67%
-$4,939.22 
IUSB iShares Core Universal USD Bond ETF
-0.67%
-$3,282 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.66%
-$1,443.4 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
-0.66%
-$3,946.2 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$15,154.08 
AGG iShares Core U.S. Aggregate Bond ETF
-0.66%
-$11,214.74 
PYLD PIMCO Multisector Bond Active ETF
-0.66%
-$3,289.97 
USRT iShares Core U.S. REIT ETF
-0.66%
-$6,558.18 
JCPB JPMorgan Core Plus Bond ETF
-0.66%
-$7,391.1 
ATO Atmos Energy Corporation
-0.65%
-$2,184.4 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.64%
-$11,759.62 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$6,055.35 
PGX Invesco Preferred ETF
-0.63%
-$7,528.37 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.62%
-$17,684.26 
DFUS Dimensional U.S. Equity Market ETF
-0.62%
-$38,731.09 
VHT Vanguard Health Care ETF
-0.62%
-$1,499.62 
WINN Harbor Long-Term Growers ETF
-0.62%
-$5,164.77 
VONE Vanguard Russell 1000 ETF
-0.61%
-$4,214.56 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.61%
-$4,083.59 
AVUS Avantis U.S. Equity ETF
-0.61%
-$1,841.49 
JGH Nuveen Global High Income Fund
-0.61%
-$2,724.07 
AVLC Avantis U.S. Large Cap Equity ETF
-0.61%
-$5,744.2 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$2,040.54 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.6%
-$5,255.3 
FPE First Trust Preferred Securities and Income ETF
-0.6%
-$9,241.47 
VOO Vanguard S&P 500 ETF
-0.6%
-$29,904.03 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$12,081.56 
BA Boeing Company
-0.59%
-$6,285.49 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$104,043.24 
IVV iShares Core S&P 500 ETF
-0.58%
-$10,823.52 
WEC WEC Energy Group Inc.
-0.57%
-$1,211.46 
ITA iShares U.S. Aerospace & Defense ETF
-0.57%
-$8,356.25 
WFC Wells Fargo & Company
-0.57%
-$1,473.9 
SCHX Schwab U.S. Large-Cap ETF
-0.57%
-$1,945.66 
SNX TD Synnex Corporation
-0.56%
-$1,419.13 
MSIF MSC Income Fund Inc.
-0.56%
-$790.02 
BNDX Vanguard Total International Bond ETF
-0.56%
-$2,606.9 
HYLS FT Tactical High Yield ETF
-0.54%
-$2,221.34 
SPIP SPDR Portfolio TIPS ETF
-0.54%
-$1,394.55 
VYM Vanguard High Dividend Yield ETF
-0.52%
-$15,909.45 
JEPI JPMorgan Equity Premium Income Fund
-0.51%
-$17,634.9 
GE General Electric Company
-0.5%
-$1,002.04 
SPHY SPDR Portfolio High Yield Bond ETF
-0.5%
-$3,422.74 
SPYI NEOS S&P 500 High Income ETF
-0.5%
-$1,171.3 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.49%
-$5,693.99 
AMZN Amazon.com Inc
-0.49%
-$19,616.9 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
-0.49%
-$3,172.32 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.48%
-$1,478.04 
SCHP Schwab U.S. TIPS ETF
-0.48%
-$1,186 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.48%
-$3,401.82 
VUG Vanguard Growth ETF
-0.48%
-$16,515.24 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.48%
-$1,796.49 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.47%
-$16,612.44 
QUS SPDR MSCI USA StrategicFactors ETF
-0.46%
-$2,514.78 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.46%
-$9,095.34 
VIG Vanguard Dividend Appreciation ETF
-0.46%
-$5,544 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$5,705.86 
IAGG iShares International Aggregate Bond Fund
-0.45%
-$1,330.2 
PSX Phillips 66
-0.45%
-$1,893.9 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.45%
-$8,574.75 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.45%
-$3,324.22 
MA Mastercard Incorporated
-0.45%
-$1,948.1 
DUKZ Ocean Park Diversified Income ETF
-0.44%
-$8,794.5 
RSG Republic Services, Inc.
-0.43%
-$913.9 
JPM JPMorgan Chase & Co.
-0.42%
-$2,145 
DNP DNP Select Income Fund Inc.
-0.42%
-$515.21 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.42%
-$975.56 
LMBS First Trust Low Duration Opportunities ETF
-0.41%
-$9,888.58 
MDLZ Mondelez International, Inc.
-0.41%
-$913.99 
AFL Aflac Inc.
-0.41%
-$2,124.87 
XLE Energy Select Sector SPDR Fund
-0.39%
-$13,803.15 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.39%
-$798.8 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.38%
-$2,422.12 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.37%
-$9,592.77 
DUKH Ocean Park High Income ETF
-0.36%
-$8,283.91 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.35%
-$961.64 
MDT Medtronic plc
-0.35%
-$1,193.6 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.34%
-$5,737.48 
ZECP Zacks Earnings Consistent Portfolio
-0.34%
-$1,779.87 
IVE ISHARES S&P 500 VALUE ETF
-0.32%
-$2,098.14 
BUFR FT Vestladder Buffer ETF-USD I
-0.32%
-$5,899.68 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.32%
-$2,827.17 
CVX Chevron Corporation
-0.31%
-$18,892.41 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$17,290.85 
AKBA Akebia Therapeutics Inc.
-0.3%
-$37.71 
JNJ Johnson & Johnson
-0.3%
-$2,655.2 
GRNT Granite Ridge Resources Inc.
-0.29%
-$814.3 
FFEB FT Vest US Equity Buffer ETF
-0.29%
-$1,090.44 
FDVV Fidelity High Dividend ETF
-0.28%
-$3,402 
IDV iShares International Select Dividend ETF
-0.28%
-$2,880.87 
VDE Vanguard Energy ETF
-0.27%
-$1,245.58 
FTCS First Trust Capital Strength ETF
-0.26%
-$3,466.98 
PSFF Pacer Swan SOS Fund of Funds
-0.26%
-$6,199.83 
SHY iShares 1-3 Year Treasury Bond ETF
-0.24%
-$3,198 
VGSH Vanguard Short-Term Treasury Fund
-0.23%
-$1,643.36 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.23%
-$1,010.53 
BUG Global X Cybersecurity ETF
-0.22%
-$481.59 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.21%
-$748.44 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.18%
-$612.72 
WFC-PL Wells Fargo & Company
-0.18%
-$1,118.59 
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
-0.18%
-$1,594.85 
STIP iShares 0-5 Year TIPS Bond ETF
-0.18%
-$4,602.24 
COST Costco Wholesale Corporation
-0.18%
-$1,710.84 
NFLX Netflix, Inc.
-0.17%
-$750.85 
HACK Amplify Cybersecurity ETF
-0.15%
-$2,169.37 
IRDM Iridium Communications Inc.
-0.15%
-$289.31 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.15%
-$1,992.83 
GCOW Pacer Global Cash Cows Dividend ETF
-0.14%
-$1,733.87 
MEAR iShares Short Maturity Bond ETF
-0.13%
-$273.85 
V Visa Inc. Class A
-0.13%
-$2,844.91 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.12%
-$2,027.11 
ECL Ecolab Inc.
-0.12%
-$231.68 
CME CME Group Inc.
-0.11%
-$1,015.5 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$214.94 
JPST JPMorgan Ultra-Short Income ETF
-0.08%
-$9,705.4 
DVY iShares Select Dividend ETF
-0.07%
-$992.52 
MSFT Microsoft Corp.
-0.05%
-$3,086.75 
CTVA Corteva Inc.
-0.05%
-$164.08 
WMT Walmart Inc.
-0.04%
-$186.36 
NOW ServiceNow, Inc.
-0.03%
-$129.65 
FTSM First Trust Enhanced Short Maturity Fund
-0.03%
-$120 
BUXX Strive Enhanced Income Short Duration Fund
-0.03%
-$119.86 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.02%
-$649.47 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$195.51 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$40.23 Events
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Dividends
Dividend Analysis
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| Trades 4296 | Longs Won 2582/4296 60% | Profit Factor 5.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $229,333.16 |
| Average Win $44,857.59 | Best Trade (Aug 06) $14.03M | Sharpe Ratio -5.99 |
| Average Loss -$12,238.83 | Worst Trade (Mar 31) -$550,332.6 | Z-Score 2.58 (99.02%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 5d | Expectancy $22,077.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,841 | $4.26M | $6.45M | - | $2.2M | 51.67% | +3.162% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 8,705 | $633,804.77 | $1.01M | - | $378,515.35 | 59.72% | -2.259% |
| ABBV AbbVie Inc. | 2,132 | $393,253.04 | $542,295.52 | - | $149,042.48 | 37.9% | +1.375% |
| ACWI iShares MSCI ACWI ETF | 22,638 | $2.59M | $3.6M | - | $1.01M | 39% | -0.837% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,161 | $231,173.39 | $270,611.22 | - | $39,437.83 | 17.06% | -0.354% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 10,747 | $221,818.08 | $222,355.43 | - | $537.35 | 0.24% | -0.097% |
| ADBE Adobe Inc. | 1,752 | $476,459.58 | $436,335.6 | - | -$40,123.98 | -8.42% | -2.28% |
| ADP Automatic Data Processing Inc. | 923 | $206,705.85 | $246,514.84 | - | $39,808.99 | 19.26% | +0.701% |
| AFL Aflac Inc. | 4,521 | $403,770.51 | $516,614.67 | - | $112,844.16 | 27.95% | -0.41% |
| AGG iShares Core U.S. Aggregate Bond ETF | 17,661 | $1.74M | $1.7M | - | -$48,234.42 | -2.76% | -0.657% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 8,981 | $805,753.11 | $943,903.1 | - | $138,149.99 | 17.15% | -1.342% |
| AKBA Akebia Therapeutics Inc. | 13,003 | $15,023.06 | $12,365.85 | - | -$2,657.21 | -17.69% | -0.304% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 494 | $238,611.87 | $142,582.97 | - | -$96,028.9 | -40.24% | -3.963% |
| AMAT Applied Materials, Inc. | 1,343 | $533,533.98 | $612,948.56 | - | $79,414.58 | 14.88% | -2.655% |
| AMD Advanced Micro Devices, Inc. | 2,427 | $368,287.5 | $1.23M | - | $856,933.91 | 232.68% | -3.121% |
| AMLP Alerian MLP ETF | 6,375 | $306,161.24 | $355,597.5 | - | $49,436.26 | 16.15% | -0.73% |
| AMZN Amazon.com Inc | 15,884 | $3.19M | $3.99M | - | $800,494.5 | 25.1% | -0.489% |
| APH Amphenol Corporation | 10,928 | $285,052.83 | $876,556.74 | - | $591,503.91 | 207.51% | -1.387% |
| ARCC Ares Capital Corporation | 69,058 | $1.41M | $1.36M | - | -$45,487.18 | -3.24% | +0.178% |
| ASML ASML Holding N.V. New York Registry Shares | 185 | $252,376.87 | $314,015.3 | - | $61,638.43 | 24.42% | -1.858% |
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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, SPDR Portfolio S&P 500 Value ETF - $2.19M, SPDR Portfolio S&P 500 Growth ETF - $2.19M, Chevron Corporation - $2.12M, and JPMorgan Ultra-Short Income ETF - $1.66M. 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 - $405,721.81, 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 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 $25.49M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.66M, Amplify High Income ETF - $852,294.96, JPMorgan Equity Premium Income Fund - $843,955.95, Chevron Corporation - $818,895.09, and iShares Core 10+ Year USD Bond ETF - $791,181.01. 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.
