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
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.
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.
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:
55.86%
Gain -0.36%
Monthly
1.27%
Yearly
16.39%
Drawdown
18.26%
$188.17M
Equity
Holdings
$188.17M
Investment
$105.65M
$89.18M
Profit -$732,632.44
Realized
$6.66M
Unrealized
$82.52M
Dividends
$8.23M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$732,632.44
Win %
91%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$732,632.44
Win %
91%
This Month
Compared to last month
Gain
-1.06%
Profit
-$2.02M
Win %
91%
This Year
Compared to last year
Gain
0.44%
Profit
$891,615.75
Win %
91%
ADBE Adobe Inc.
+4.62%
+$16,354.2 
AZO AutoZone Inc.
+2.62%
+$7,524 
MSFT Microsoft Corp.
+2.27%
+$13,240.72 
MO Altria Group, Inc.
+2.25%
+$16,021.17 
T AT&T Inc.
+2.09%
+$13,830.47 
PM Philip Morris International Inc.
+1.65%
+$24,224.58 
JNJ Johnson & Johnson
+0.54%
+$1,501.51 
AAPL Apple Inc.
+0.47%
+$4,332.15 
WBD Warner Bros. Discovery, Inc.
+0.37%
+$1,044.22 
D Dominion Energy, Inc.
+0.13%
+$364.23 
NSC Norfolk Southern Corporation
+0.05%
+$96.75 
GEV GE Vernova Inc.
-8.63%
-$34,194.34 
BAC Bank of America Corporation
-5.24%
-$112,731.35 
GE General Electric Company
-1.94%
-$9,510.48 
VDE Vanguard Energy ETF
-1.27%
-$14,976 
FENY Fidelity MSCI Energy Index ETF
-1.23%
-$3,978.3 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$3,271.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$15,587.55 
VWO Vanguard FTSE Emerging Markets ETF
-1.13%
-$5,195.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.1%
-$2,512.61 
VEU Vanguard FTSE All-World ex-US ETF
-1.09%
-$91,777.57 
AEP American Electric Power Company, Inc.
-0.86%
-$4,966.88 
XOM Exxon Mobil Corporation
-0.84%
-$7,214.99 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.74%
-$1,623.34 
QQQ Invesco QQQ Trust, Series 1
-0.57%
-$1,275.75 
RDVY First Trust Rising Dividend Achievers ETF
-0.54%
-$1,798.72 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.53%
-$1,541 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$11,100.55 
SO The Southern Company
-0.49%
-$2,372.74 
VBK Vanguard Small-Cap Growth ETF
-0.49%
-$49,303.41 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$1,022.4 
TFC Truist Financial Corporation
-0.48%
-$3,431.45 
VO Vanguard Mid-Cap ETF
-0.44%
-$72,069.12 
VTV Vanguard Value ETF
-0.44%
-$159,101.91 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$17,582.76 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.36%
-$3,576.72 
VOO Vanguard S&P 500 ETF
-0.35%
-$17,062.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.33%
-$10,971.6 
VB Vanguard Small-Cap ETF
-0.3%
-$37,818.71 
IJS iShares S&P Small-Cap 600 Value ETF
-0.28%
-$600 
VXF Vanguard Extended Market ETF
-0.25%
-$6,364.6 
MDLZ Mondelez International, Inc.
-0.24%
-$891.15 
VUG Vanguard Growth ETF
-0.19%
-$103,867.34 
MGK Vanguard Mega Cap Growth ETF
-0.17%
-$3,075 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$17,891.01 Events
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Dividends
Dividend Analysis
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| Trades 336 | Longs Won 289/336 86% | Profit Factor 142.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2M |
| Average Win $310,752.89 | Best Trade (Aug 13) $33.38M | Sharpe Ratio -10.43 |
| Average Loss -$13,395.67 | Worst Trade (Sep 11) -$125,480.72 | Z-Score 12.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 1d | Expectancy $265,410.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.39% | 7.27% |
| Consecutive Losing Trades | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,777 | $574,011.53 | $927,045.91 | - | $353,034.38 | 61.5% | +0.47% |
| ADBE Adobe Inc. | 1,405 | $472,824.82 | $370,737.35 | - | -$102,087.47 | -21.59% | +4.615% |
| AEP American Electric Power Company, Inc. | 4,669 | $443,321.99 | $570,860.89 | - | $127,538.9 | 28.77% | -0.863% |
| AZO AutoZone Inc. | 100 | $246,617.7 | $295,199 | - | $48,581.3 | 19.7% | +2.615% |
| BAC Bank of America Corporation | 34,317 | $1.14M | $2.04M | - | $902,009 | 79.36% | -5.24% |
| D Dominion Energy, Inc. | 4,285 | $248,912.44 | $276,146.82 | - | $27,234.38 | 10.94% | +0.132% |
| FENY Fidelity MSCI Energy Index ETF | 8,940 | $213,129.87 | $318,755.7 | - | $105,625.83 | 49.56% | -1.233% |
| GE General Electric Company | 1,512 | $240,362.53 | $479,863.44 | - | $239,500.91 | 99.64% | -1.943% |
| GEV GE Vernova Inc. | 414 | $219,068.01 | $362,115.45 | - | $143,047.44 | 65.3% | -8.628% |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 1,440 | $212,731 | $208,080 | - | -$4,651 | -2.19% | -0.489% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 2,460 | $194,881.01 | $271,067.4 | - | $76,186.39 | 39.09% | -1.193% |
| IJS iShares S&P Small-Cap 600 Value ETF | 1,600 | $218,688 | $214,872 | - | -$3,816 | -1.74% | -0.278% |
| IJT iShares S&P Small-Cap 600 Growth ETF | 1,320 | $235,752 | $218,103.86 | - | -$17,648.14 | -7.49% | -0.739% |
| JNJ Johnson & Johnson | 1,050 | $217,298 | $280,360.5 | - | $63,062.5 | 29.02% | +0.538% |
| MDLZ Mondelez International, Inc. | 5,941 | $395,967.32 | $370,064.89 | - | -$25,902.43 | -6.54% | -0.24% |
| MGK Vanguard Mega Cap Growth ETF | 20,500 | $705,487 | $1.84M | - | $1.13M | 160.8% | -0.167% |
| MO Altria Group, Inc. | 10,303 | $470,949.39 | $726,722.1 | - | $255,772.71 | 54.31% | +2.254% |
| MSFT Microsoft Corp. | 1,178 | $289,517.29 | $597,092.86 | - | $307,575.57 | 106.24% | +2.268% |
| NSC Norfolk Southern Corporation | 645 | $202,911 | $206,670.9 | - | $3,759.9 | 1.85% | +0.047% |
| PM Philip Morris International Inc. | 7,666 | $775,875.93 | $1.49M | - | $713,014.59 | 91.9% | +1.654% |
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FAQ
Which stocks have generated the highest profits for Anne Hudick?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $4.52M, Vanguard Value ETF - $3.42M, Vanguard Mid-Cap ETF - $987,580.85, VANGUARD SMALL-CAP VALUE ETF - $986,652.78, and Vanguard FTSE All-World ex-US ETF - $779,050.21. 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: ICF International Inc - $129,076.86, Oracle Corporation - $68,664, Norfolk Southern Corporation - $38,865.75, Consolidated Edison, Inc - $20,413.78, and FuboTV Inc - $17,607. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Anne Hudick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.23M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $2.41M, VANGUARD SMALL-CAP VALUE ETF - $775,670.54, Vanguard Growth ETF - $726,757.73, Vanguard Mid-Cap ETF - $694,609.63, and Vanguard FTSE All-World ex-US ETF - $664,974.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anne Hudick's monthly returns?
Anne Hudick'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 Anne Hudick's strategy be considered aggressive or moderate?
Anne Hudick's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Anne Hudick's strategy?
Anne Hudick'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.
