Anne Hudick Portfolio

Invests via Fee-Only Financial Planning, L.C. | Managed by Andrew M. Hudick II

Invests via Fee-Only Financial Planning, L.C.

Managed by Andrew M. Hudick II

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:06 PM

Anne Hudick Profile

With a robust career spanning finance and operations, Anne Hudick has emerged as a pivotal figure in the venture capital ecosystem. Her extensive experience in guiding early-stage startups positions her as an influential entrepreneurial founder who understands the intricacies of business growth and market dynamics. Having played key roles in developing innovative products that resonate with consumer needs, she leverages her deep sector expertise to foster sustainable business models. A strong advocate for emerging technology ventures, Hudick actively engages with entrepreneurs to refine their strategies and enhance operational efficiency, thereby contributing significantly to industry advancements.

Investment Philosophy & Strategy

Capitalizing on the transformative potential of technology, Anne Hudick focuses on nurturing startups poised for significant growth. Her strategic insight into operational efficiency allows her to identify businesses with robust scalability prospects. Engaging closely with founders, she emphasizes a hands-on approach to refining business models and accelerating go-to-market strategies. This unique blend of venture capital expertise and entrepreneurial understanding positions her as an effective catalyst for innovation within various sectors. Through targeted investment in emerging technologies, she aims to not only drive profitability but also create lasting impact across industries.

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:

41.09%

Gain +0.47%

Monthly

1.05%

Yearly

13.35%

Drawdown

14.36%

$186.77M

Equity

Holdings

$186.77M

Investment

$106.63M

$85.95M

Profit +$1.15M

Realized

$5.8M

Unrealized

$80.14M

Dividends

$7.65M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.47%

Profit

$1.15M

Win %

94%

This Week

Compared To Last Week

Gain

0.36%

Profit

$665,401.74

Win %

94%

This Month

Compared to last month

Gain

-0.59%

Profit

-$1.1M

Win %

94%

This Year

Compared to last year

Gain

7.05%

Profit

$12.45M

Win %

93%

Gainers
Losers

GEV GE Vernova Inc.

+3.65%

+$14,382.77

T AT&T Inc.

+2.48%

+$14,464.89

CMCSA Comcast Corp

+2.23%

+$4,263.41

PM Philip Morris International Inc.

+2.04%

+$28,210.88

TFC Truist Financial Corporation

+1.91%

+$13,100.82

D Dominion Energy, Inc.

+1.81%

+$5,283.93

BAC Bank of America Corporation

+1.52%

+$28,826.28

RDVY First Trust Rising Dividend Achievers ETF

+1.11%

+$3,556.1

VOE Vanguard Mid-Cap Value ETF

+1.09%

+$48,432.82

AZO AutoZone Inc.

+1.08%

+$3,321.5

JNJ Johnson & Johnson

+1.05%

+$2,625

VO Vanguard Mid-Cap ETF

+0.97%

+$155,388.47

VNQ Vanguard Real Estate ETF

+0.95%

+$3,132.05

VTV Vanguard Value ETF

+0.94%

+$332,891.45

VBR VANGUARD SMALL-CAP VALUE ETF

+0.9%

+$113,217.24

ED Consolidated Edison, Inc.

+0.84%

+$1,662.3

VDE Vanguard Energy ETF

+0.81%

+$9,169.93

GE General Electric Company

+0.81%

+$4,217.38

SO The Southern Company

+0.8%

+$4,371.66

FENY Fidelity MSCI Energy Index ETF

+0.79%

+$2,322.5

VWO Vanguard FTSE Emerging Markets ETF

+0.78%

+$3,514.42

VOT Vanguard Mid-Cap Growth ETF

+0.75%

+$15,609.23

VB Vanguard Small-Cap ETF

+0.73%

+$92,425.92

MO Altria Group, Inc.

+0.72%

+$5,306.05

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$19,730.97

IJK iShares S&P Mid-Cap 400 Growth ETF

+0.59%

+$1,740.8

AEP American Electric Power Company, Inc.

+0.59%

+$3,624.44

VOO Vanguard S&P 500 ETF

+0.58%

+$27,148.58

VV Vanguard Large-Cap Index Fund ETF Shares

+0.49%

+$4,826.25

VXF Vanguard Extended Market ETF

+0.48%

+$11,992.8

SCZ iShares MSCI EAFE Small-Cap ETF

+0.47%

+$1,340

WBD Warner Bros. Discovery, Inc.

+0.45%

+$1,193.4

VEU Vanguard FTSE All-World ex-US ETF

+0.4%

+$33,560.64

VXUS Vanguard Total International Stock Index Fund Investor Shares

+0.4%

+$894.54

VBK Vanguard Small-Cap Growth ETF

+0.36%

+$37,446.99

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.35%

+$5,048.5

XOM Exxon Mobil Corporation

+0.29%

+$2,236.72

MGK Vanguard Mega Cap Growth ETF

+0.24%

+$4,305

VUG Vanguard Growth ETF

+0.22%

+$120,917.52

MSFT Microsoft Corp.

+0.1%

+$471.2

ADBE Adobe Inc.

-6.71%

-$20,639.45

AAPL Apple Inc.

-1.52%

-$13,081.5

MDLZ Mondelez International, Inc.

-0.58%

-$2,198.17

Events

Dividends

Dividend Analysis

No Data

Trades 308	Longs Won 266/308 86%	Profit Factor 137.92
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.01M
Average Win $325,470.04	Best Trade (Jun 12) $31.76M	Sharpe Ratio -11.01
Average Loss -$14,946.11	Worst Trade (Jun 12) -$191,311.99	Z-Score 18.96 (100%)
Commissions $0	Avg. Trade Length 1y 10m 3w	Expectancy $279,049.65

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%	0.33%	6.72%
Consecutive Losing Trades	12,500	11,250	10,000	8,750	7,500	6,250	5,000	3,750	2,500	1,250