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Andrea Morrall Portfolio
Invests via Alfreton Capital LLP | Managed by Daniel Jonathan Abrahams, Charles McLaughlin Stone, David Cockburn
Invests via Alfreton Capital LLP
Managed by Daniel Jonathan Abrahams, Charles McLaughlin Stone, David Cockburn
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Andrea Morrall Profile
Andrea Morrall has established herself as a leader in the financial services sector, demonstrating a solid track record in corporate finance and operational management. With experience in leading growth strategies within diverse environments, she effectively navigates complex market dynamics to enhance organizational value. Her previous roles have included executive positions where she championed transformational initiatives, making her insights valuable to investors seeking opportunities for sustainable development. Beyond her professional endeavors, Morrall’s strategic approach has earned recognition for fostering long-term partnerships across multiple sectors.
Andrea Morrall has established herself as a leader in the financial services sector, demonstrating a solid track record in corporate finance and operational management. With experience in leading growth strategies within diverse environments, she effectively navigates complex market dynamics to enhance organizational value. Her previous roles have included executive positions where she championed transformational initiatives, making her insights valuable to investors seeking opportunities for sustainable development. Beyond her professional endeavors, Morrall’s strategic approach has earned recognition for fostering long-term partnerships across multiple sectors.
Investment Philosophy & Strategy
Growth-oriented initiatives define Andrea Morrall's investment approach, blending her extensive experience in corporate finance with an acute awareness of market dynamics. She emphasizes leveraging operational strengths to unlock value creation and seize emerging opportunities. By adopting a strategic lens towards investment decision-making, she navigates complexities that others may overlook, positioning assets for robust performance. Her track record showcases a commitment to fostering enduring partnerships across sectors, enhancing collaboration while driving sustainable business growth.
Growth-oriented initiatives define Andrea Morrall's investment approach, blending her extensive experience in corporate finance with an acute awareness of market dynamics. She emphasizes leveraging operational strengths to unlock value creation and seize emerging opportunities. By adopting a strategic lens towards investment decision-making, she navigates complexities that others may overlook, positioning assets for robust performance. Her track record showcases a commitment to fostering enduring partnerships across sectors, enhancing collaboration while driving sustainable business growth.
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:
42.5%
Gain -0.68%
Monthly
0.36%
Yearly
4.43%
Drawdown
39.54%
$354.35M
Equity
Holdings
$354.35M
Investment
$354.66M
$50.78M
Profit -$1.73M
Realized
$51.09M
Unrealized
-$309,067.27
Dividends
$1.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$1.73M
Win %
64%
This Week
Compared To Last Week
Gain
1.56%
Profit
$5.46M
Win %
64%
This Month
Compared to last month
Gain
6.11%
Profit
$20.39M
Win %
64%
This Year
Compared to last year
Gain
15.04%
Profit
$46.33M
Win %
61%
Events
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Dividends
Dividend Analysis
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| Trades 56 | Longs Won 28/56 50% | Profit Factor 1.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.86M |
| Average Win $4.15M | Best Trade (Mar 30) $27.66M | Sharpe Ratio -7.06 |
| Average Loss -$2.34M | Worst Trade (Jun 30) -$19.02M | Z-Score -0.4 (31.42%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 2d | Expectancy $906,869.73 |
| 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% | 0.1% | 0.81% | 4.91% | 24.1% |
| Consecutive Losing Trades | 152 | 137 | 121 | 106 | 91 | 76 | 61 | 46 | 30 | 15 |
Hover over the desired column for a detailed explanation.
Returns
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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 Andrea Morrall?
The largest contributions to the portfolio's profits come from the following stocks: Cloudflare Inc - $48.62M, Alphabet Inc - $7.59M, Visa Inc. Class A - $857,020, CCC Intelligent Solutions Holdings Inc - $172,747.18, and S&P Global Inc - $92,150. 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: Procore Technologies Inc - $2.64M, Credit Acceptance Corporation - $1.73M, and Ferroglobe PLC - $496,842. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrea Morrall's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.37M earned over time. The largest contributors to dividend income include Visa Inc. Class A - $857,020, Alphabet Inc - $413,500, S&P Global Inc - $92,150, and Ferroglobe PLC - $8,905. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrea Morrall's monthly returns?
Andrea Morrall's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Andrea Morrall's strategy be considered aggressive or moderate?
Andrea Morrall's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Andrea Morrall's strategy?
Andrea Morrall's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
