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

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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.

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.

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:

43.18%

Gain +0.54%

Monthly

1.12%

Yearly

14.35%

Drawdown

14.05%

$149.66M

Equity

Holdings

$149.66M

Investment

$93.69M

$76.43M

Profit +$1.03M

Realized

$20.47M

Unrealized

$55.96M

Dividends

$7.34M

Goals

Avg. 45.5% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

91%

Today

Compared To Yesterday

Gain

0.54%

Profit

$1.03M

Win %

95%

This Week

Compared To Last Week

Gain

0.68%

Profit

$1.02M

Win %

95%

This Month

Compared to last month

Gain

1.09%

Profit

$1.62M

Win %

95%

This Year

Compared to last year

Gain

-1.82%

Profit

-$5.99M

Win %

94%

Gainers
Losers

FTEC Fidelity MSCI Information Technology Index ETF

+3.23%

+$18,982.54

NVDA NVIDIA Corporation

+3.22%

+$72,090.01

AMZN Amazon.com Inc

+3.05%

+$13,347.09

DFEM Dimensional Emerging Markets Core Equity 2 ETF

+2.92%

+$33,819.9

GOOGL Alphabet Inc

+2.8%

+$10,220.97

MGK Vanguard Mega Cap Growth ETF

+2.61%

+$9,704.25

FXL First Trust Technology AlphaDEX Fund

+2.39%

+$8,222.5

IEMG iShares Core MSCI Emerging Markets ETF

+2.24%

+$96,333.2

VWO Vanguard FTSE Emerging Markets ETF

+2.18%

+$25,451.4

MSFT Microsoft Corp.

+2.05%

+$8,832.54

DFUS Dimensional U.S. Equity Market ETF

+1.77%

+$209,294.75

SCHX Schwab U.S. Large-Cap ETF

+1.76%

+$10,300.51

VOO Vanguard S&P 500 ETF

+1.76%

+$107,206.29

SPY SPDR S&P 500 ETF Trust

+1.76%

+$7,915.28

SNPE Xtrackers S&P 500 ESG ETF

+1.73%

+$5,542.46

AAPL Apple Inc.

+1.71%

+$23,627.65

VTI VANGUARD TOTAL STOCK MKT ETF

+1.7%

+$93,253.92

DFAX Dimensional World ex U.S. Core Equity 2 ETF

+1.46%

+$23,070.4

ITOT iShares Core S&P Total U.S. Stock Market ETF

+1.45%

+$68,185.12

BRK-B Berkshire Hathaway Inc.

+1.29%

+$7,152.54

DFAC Dimensional U.S. Core Equity 2 ETF

+1.28%

+$159,972.4

SPDW SPDR Portfolio Developed World ex-US ETF

+1.19%

+$7,715.59

FNDC Schwab Fundamental International Small Company Index ETF

+1.04%

+$54,748.62

GL Globe Life Inc.

+0.99%

+$5,991.97

IWD iShares Russell 1000 Value ETF

+0.87%

+$19,996.47

MGV Vanguard Mega Cap Value ETF

+0.85%

+$4,032.36

FNDF Schwab Fundamental International Large Company Index ETF

+0.8%

+$18,695.87

VTV Vanguard Value ETF

+0.77%

+$8,230.28

TSLA Tesla, Inc.

+0.71%

+$1,598.41

DFUV Dimensional US Marketwide Value ETF

+0.7%

+$77,358.82

ABT Abbott Laboratories

+0.61%

+$5,126.76

IWM iShares Russell 2000 ETF

+0.54%

+$6,329.75

SO The Southern Company

+0.49%

+$2,231.92

DISV Dimensional International Small Cap Equity Fund

+0.32%

+$4,599.45

DFAS Dimensional U.S. Small Cap ETF

+0.19%

+$13,644.3

JPM JPMorgan Chase & Co.

+0.15%

+$459.19

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

+0.14%

+$329.18

VBR VANGUARD SMALL-CAP VALUE ETF

+0.09%

+$4,513.32

BSV Vanguard Short-Term Bond ETF

+0.06%

+$5,122.91

DFIV Dimensional International Value ETF

+0.03%

+$1,922.46

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

CVX Chevron Corporation

-3.25%

-$10,700.8

ABBV AbbVie Inc.

-2.45%

-$48,570.4

OHI Omega Healthcare Investors Inc.

-2.05%

-$5,662.56

BSVO EA Bridgeway Omni Small-Cap Value Fund

-1.38%

-$17,402.4

IDEV iShares Core MSCI International Developed Markets ETF (IDEV)

-0.86%

-$24,263.46

SCZ iShares MSCI EAFE Small-Cap ETF

-0.73%

-$5,733.79

IWN iShares Russell 2000 Value ETF

-0.49%

-$5,041.75

DFAT Dimensional US Targeted Value ETF

-0.47%

-$95,636.97

LLY Eli Lilly and Company

-0.35%

-$13,240.17

IJR iShares Core S&P Small-Cap ETF

-0.12%

-$1,310.58

COST Costco Wholesale Corporation

-0.1%

-$847.7

Events

Dividends

Dividend Analysis

No Data

Trades 517	Longs Won 464/517 89%	Profit Factor 45.99
Profitability	Shorts Won 0/0 0%	Standard Deviation $627,022.04
Average Win $168,385.65	Best Trade (Jun 15) $7.12M	Sharpe Ratio -11.07
Average Loss -$32,053.17	Worst Trade (Mar 30) -$583,400	Z-Score 46.18 (100%)
Commissions $0	Avg. Trade Length 1y 9m 2w 5d	Expectancy $147,837.76

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	4,673	4,206	3,738	3,271	2,804	2,336	1,869	1,402	935	467