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:
70.01%
Gain +0.5%
Monthly
1.36%
Yearly
17.59%
Drawdown
18.74%
$150.01M
Equity
Holdings
$150.01M
Investment
$93.55M
$77.95M
Profit +$807,829.99
Realized
$21.5M
Unrealized
$56.46M
Dividends
$8.39M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.5%
Profit
$807,829.99
Win %
91%
This Week
Compared To Last Week
Gain
1.06%
Profit
$1.57M
Win %
91%
This Month
Compared to last month
Gain
0.31%
Profit
$459,106.48
Win %
91%
This Year
Compared to last year
Gain
1.52%
Profit
$2.24M
Win %
92%
AMZN Amazon.com Inc
+1.7%
+$7,860.52 
LLY Eli Lilly and Company
+1.51%
+$56,488.32 
MSFT Microsoft Corp.
+1.42%
+$8,120.32 
SO The Southern Company
+1.42%
+$5,773.88 
NVDA NVIDIA Corporation
+1.06%
+$27,602.19 
MGK Vanguard Mega Cap Growth ETF
+0.93%
+$3,586 
VUG Vanguard Growth ETF
+0.91%
+$2,229.45 
DFUS Dimensional U.S. Equity Market ETF
+0.82%
+$101,228.84 
GL Globe Life Inc.
+0.79%
+$4,471.03 
SPY SPDR S&P 500 ETF Trust
+0.79%
+$3,466.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.79%
+$39,907.98 
SCHX Schwab U.S. Large-Cap ETF
+0.79%
+$4,800.24 
VOO Vanguard S&P 500 ETF
+0.78%
+$50,960.77 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.78%
+$42,559.51 
COST Costco Wholesale Corporation
+0.68%
+$5,440.85 
IWD iShares Russell 1000 Value ETF
+0.67%
+$15,742.58 
DFIV Dimensional International Value ETF
+0.66%
+$46,287.84 
CVX Chevron Corporation
+0.65%
+$2,349.6 
VTV Vanguard Value ETF
+0.64%
+$6,759.57 
FNDC Schwab Fundamental International Small Company Index ETF
+0.63%
+$33,237.86 
ABBV AbbVie Inc.
+0.61%
+$13,678.97 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.61%
+$77,740.3 
DISV Dimensional International Small Cap Equity Fund
+0.6%
+$8,771.1 
BRK-B Berkshire Hathaway Inc.
+0.58%
+$3,258.27 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.56%
+$15,708.53 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.52%
+$26,089.53 
GOOGL Alphabet Inc
+0.5%
+$1,755.65 
TSLA Tesla, Inc.
+0.46%
+$950.64 
DFAT Dimensional US Targeted Value ETF
+0.46%
+$89,577.6 
FNDF Schwab Fundamental International Large Company Index ETF
+0.46%
+$10,340.23 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.44%
+$6,965.64 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.42%
+$2,681.7 
DFAS Dimensional U.S. Small Cap ETF
+0.41%
+$29,139.52 
DFUV Dimensional US Marketwide Value ETF
+0.4%
+$43,563.08 
IJR iShares Core S&P Small-Cap ETF
+0.37%
+$3,764.8 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.37%
+$2,867.5 
VEU Vanguard FTSE All-World ex-US ETF
+0.35%
+$737.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.34%
+$826.87 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.33%
+$3,922.77 
IWN iShares Russell 2000 Value ETF
+0.19%
+$1,922.85 
VWO Vanguard FTSE Emerging Markets ETF
+0.14%
+$1,603.02 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$9,314.92 
AAPL Apple Inc.
+0.07%
+$1,101.66 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.03%
+$274.47 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$13.32 
Events
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Dividends
Dividend Analysis
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| Trades 557 | Longs Won 495/557 88% | Profit Factor 46.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $611,337.1 |
| Average Win $160,930.09 | Best Trade (Aug 17) $7.93M | Sharpe Ratio -9.43 |
| Average Loss -$27,538.58 | Worst Trade (Mar 30) -$583,400 | Z-Score 40.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m | Expectancy $139,951.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,435 | 4,891 | 4,348 | 3,804 | 3,261 | 2,717 | 2,174 | 1,630 | 1,087 | 543 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,105 | $722,929.33 | $1.7M | - | $977,575.78 | 135.22% | +0.065% |
| ABBV AbbVie Inc. | 8,470 | $1.37M | $2.26M | - | $895,829.46 | 65.44% | +0.608% |
 ABT Abbott Laboratories | 9,494 | $1.04M | $941,614.92 | - | -$100,769.5 | -9.67% | -0.919% |
| AMZN Amazon.com Inc | 1,837 | $191,946.55 | $469,682.32 | - | $277,735.77 | 144.69% | +1.702% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,665 | $244,513.6 | $243,700.92 | - | -$812.68 | -0.33% | +0.005% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,375 | $252,259.19 | $245,818.12 | - | -$6,441.07 | -2.55% | +0.338% |
| BRK-B Berkshire Hathaway Inc. | 1,112 | $376,770.33 | $563,995.39 | - | $187,225.06 | 49.69% | +0.581% |
| BSV Vanguard Short-Term Bond ETF | 124,199 | $9.47M | $9.48M | - | $7,454.03 | 0.08% | +0.098% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 41,776 | $914,478.09 | $1.2M | - | $285,537.51 | 31.22% | +0.328% |
| COST Costco Wholesale Corporation | 865 | $800,670.01 | $804,285.65 | - | $3,615.64 | 0.45% | +0.681% |
| CVX Chevron Corporation | 1,760 | $268,241.69 | $365,736.8 | - | $97,495.11 | 36.35% | +0.647% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 282,692 | $6.92M | $12.88M | - | $5.96M | 86.12% | +0.607% |
| DFAS Dimensional U.S. Small Cap ETF | 91,061 | $4.71M | $7.23M | - | $2.52M | 53.42% | +0.405% |
| DFAT Dimensional US Targeted Value ETF | 288,960 | $12.77M | $19.74M | - | $6.97M | 54.55% | +0.456% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 42,216 | $911,865.6 | $1.59M | - | $676,089.24 | 74.14% | +0.441% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 27,447 | $731,452.82 | $1.12M | - | $388,659.25 | 53.14% | +0.025% |
| DFIV Dimensional International Value ETF | 126,816 | $4.11M | $7.11M | - | $3M | 73.13% | +0.655% |
| DFUS Dimensional U.S. Equity Market ETF | 145,653 | $6.1M | $12.41M | - | $6.31M | 103.42% | +0.823% |
| DFUV Dimensional US Marketwide Value ETF | 198,014 | $6.65M | $11.07M | - | $4.41M | 66.35% | +0.395% |
| DISV Dimensional International Small Cap Equity Fund | 33,735 | $937,942.98 | $1.46M | - | $520,421.07 | 55.49% | +0.605% |
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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 $8.39M earned over time. The largest contributors to dividend income include Dimensional US Targeted Value ETF - $892,947.24, Vanguard Short-Term Bond ETF - $791,276.2, Dimensional International Value ETF - $576,905.89, Dimensional US Marketwide Value ETF - $571,207.05, 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.
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