Andrew Hass Portfolio
Invests via RF&L Wealth Management LLC | Managed by Andrew Hass, Ryan Hass, Rodney Hass
Invests via RF&L Wealth Management LLC
Managed by Andrew Hass, Ryan Hass, Rodney Hass
Automatically Tracked
Andrew Hass Profile
With a dynamic career in investment banking and corporate development, Andrew Hass has established himself as a key player in the financial services sector. His leadership spans various high-profile M&A transactions, showcasing his capacity to drive complex deals that enhance corporate value. He possesses extensive experience in advising firms on strategic growth initiatives and capital structuring. This expertise is underscored by his hands-on involvement with market expansion strategies within leading firms, positioning him as a pivotal resource for organizations seeking to navigate competitive landscapes effectively.
With a dynamic career in investment banking and corporate development, Andrew Hass has established himself as a key player in the financial services sector. His leadership spans various high-profile M&A transactions, showcasing his capacity to drive complex deals that enhance corporate value. He possesses extensive experience in advising firms on strategic growth initiatives and capital structuring. This expertise is underscored by his hands-on involvement with market expansion strategies within leading firms, positioning him as a pivotal resource for organizations seeking to navigate competitive landscapes effectively.
Investment Philosophy & Strategy
In today's fast-evolving financial landscape, Andrew Hass leverages his deep expertise in mergers and acquisitions to identify unique investment opportunities that can unlock significant corporate value. By focusing on strategic growth avenues and capital efficiency, he adeptly navigates complex market dynamics. His hands-on approach fosters innovative solutions tailored to meet organizational objectives while positioning them competitively within their sectors. With a commitment to enhancing operational effectiveness through focused execution, the insights garnered from his extensive experience empower firms to capitalize on transformative potential.
In today's fast-evolving financial landscape, Andrew Hass leverages his deep expertise in mergers and acquisitions to identify unique investment opportunities that can unlock significant corporate value. By focusing on strategic growth avenues and capital efficiency, he adeptly navigates complex market dynamics. His hands-on approach fosters innovative solutions tailored to meet organizational objectives while positioning them competitively within their sectors. With a commitment to enhancing operational effectiveness through focused execution, the insights garnered from his extensive experience empower firms to capitalize on transformative potential.
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:
61.79%
Gain +0.41%
Monthly
1.44%
Yearly
18.76%
Drawdown
18.74%
$151.45M
Equity
Holdings
$151.45M
Investment
$93.55M
$79.4M
Profit +$657,382.41
Realized
$21.5M
Unrealized
$57.9M
Dividends
$8.01M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$657,382.41
Win %
94%
This Week
Compared To Last Week
Gain
1.94%
Profit
$2.88M
Win %
94%
This Month
Compared to last month
Gain
1.94%
Profit
$2.88M
Win %
94%
This Year
Compared to last year
Gain
2.49%
Profit
$3.68M
Win %
94%
AMZN Amazon.com Inc
+15.32%
+$66,278.94 
GOOGL Alphabet Inc
+6.73%
+$22,829.52 
MSFT Microsoft Corp.
+3.02%
+$14,804.93 
NVDA NVIDIA Corporation
+2.93%
+$62,296.18 
CVX Chevron Corporation
+2.35%
+$7,955.2 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$3,871.25 
VUG Vanguard Growth ETF
+1.1%
+$2,483.1 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$10,561.04 
TSLA Tesla, Inc.
+0.76%
+$1,286.19 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$28,903.69 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,027.8 
VOO Vanguard S&P 500 ETF
+0.71%
+$44,819.29 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$81,565.83 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$3,800.19 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$28,806.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$27,988.38 
OHI Omega Healthcare Investors Inc.
+0.46%
+$1,385.52 
IWD iShares Russell 1000 Value ETF
+0.44%
+$10,495.05 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$4,391.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,068.32 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$45,230.72 
JPM JPMorgan Chase & Co.
+0.27%
+$881.72 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$23,761.68 
SO The Southern Company
+0.21%
+$970.4 
ABT Abbott Laboratories
+0.09%
+$854.46 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$79.95 
AAPL Apple Inc.
-7.35%
-$125,174.6 
ABBV AbbVie Inc.
-2.51%
-$54,800.9 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$37,986.12 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$20,529.96 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$4,490.27 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$13,505.67 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$4,347.5 
LLY Eli Lilly and Company
-0.53%
-$20,038.97 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$7,421.7 
IWM iShares Russell 2000 ETF
-0.47%
-$5,422.35 
DFIV Dimensional International Value ETF
-0.47%
-$34,240.32 
GL Globe Life Inc.
-0.4%
-$2,491.49 
VTV Vanguard Value ETF
-0.27%
-$2,869.12 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$3,049.65 
IWN iShares Russell 2000 Value ETF
-0.25%
-$2,579.41 
COST Costco Wholesale Corporation
-0.24%
-$1,972.17 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$3,377.28 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$450 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$506.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$10,181.28 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$12,748.63 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$31,785.6 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$7,451.94 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$289.53 Events
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Dividends
Dividend Analysis
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| Trades 557 | Longs Won 502/557 90% | Profit Factor 51.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $631,912.33 |
| Average Win $161,281.28 | Best Trade (Aug 07) $7.64M | Sharpe Ratio -9.43 |
| Average Loss -$28,510.91 | Worst Trade (Mar 30) -$583,400 | Z-Score 48.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2d | Expectancy $142,540.58 |
| 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 | 5,319 | 4,787 | 4,255 | 3,723 | 3,191 | 2,660 | 2,128 | 1,596 | 1,064 | 532 |
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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FAQ
Which stocks have generated the highest profits for Andrew Hass?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $3.6M, Meta Platforms Inc Class A - $3.59M, Amazon.com Inc - $2.98M, Walmart Inc - $1.93M, and NVIDIA Corporation - $1.85M. 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: Revance Therapeutics Inc - $672,540, UnitedHealth Group Incorporated - $350,167.08, Pfizer Inc - $95,011.8, Merck & Co., Inc - $36,643.79, and Uber Technologies, Inc - $29,414.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Hass's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.01M earned over time. The largest contributors to dividend income include Dimensional US Targeted Value ETF - $821,574.12, Vanguard Short-Term Bond ETF - $757,941.19, Dimensional International Value ETF - $541,143.78, Dimensional US Marketwide Value ETF - $530,020.14, and Schwab Fundamental International Small Company Index ETF - $439,654.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Hass's monthly returns?
Andrew Hass'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 Hass's strategy be considered aggressive or moderate?
Andrew Hass'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 Hass's strategy?
Andrew Hass'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.
