Drew Waldron Portfolio
Invests via Canvas Wealth Advisors LLC | Managed by Drew R. Waldron, Scott R. Wesley
Invests via Canvas Wealth Advisors LLC
Managed by Drew R. Waldron, Scott R. Wesley
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Drew Waldron Profile
Drew Waldron is a seasoned entrepreneur with a rich background in technology commercialization. He has successfully launched and scaled several startups, driving innovation within competitive markets. Known for his expertise in leveraging emerging technologies, he plays a pivotal role in transforming concepts into viable business models that capture market interest. With extensive experience working across various sectors, Drew is recognized for identifying unique opportunities that meet consumer needs while generating value. His leadership combines operational acumen with strategic vision, making him an influential figure in the entrepreneurial landscape.
Drew Waldron is a seasoned entrepreneur with a rich background in technology commercialization. He has successfully launched and scaled several startups, driving innovation within competitive markets. Known for his expertise in leveraging emerging technologies, he plays a pivotal role in transforming concepts into viable business models that capture market interest. With extensive experience working across various sectors, Drew is recognized for identifying unique opportunities that meet consumer needs while generating value. His leadership combines operational acumen with strategic vision, making him an influential figure in the entrepreneurial landscape.
Investment Philosophy & Strategy
Innovation is at the heart of Drew Waldron's investment approach. With a strong focus on leveraging transformative technologies, he identifies promising startups poised to disrupt established markets. His entrepreneurial acumen allows him to evaluate businesses not just for their current potential but also for their scalability and adaptability in evolving landscapes. Emphasizing operational excellence, strategic execution often guides his decision-making processes, ensuring that chosen ventures align with market demand while fostering sustainable growth. Through calculated investments, he aims to foster companies that deliver both groundbreaking solutions and robust financial performance.
Innovation is at the heart of Drew Waldron's investment approach. With a strong focus on leveraging transformative technologies, he identifies promising startups poised to disrupt established markets. His entrepreneurial acumen allows him to evaluate businesses not just for their current potential but also for their scalability and adaptability in evolving landscapes. Emphasizing operational excellence, strategic execution often guides his decision-making processes, ensuring that chosen ventures align with market demand while fostering sustainable growth. Through calculated investments, he aims to foster companies that deliver both groundbreaking solutions and robust financial performance.
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:
145.06%
Gain -2.68%
Monthly
1.48%
Yearly
19.23%
Drawdown
28.68%
$695.86M
Equity
Holdings
$695.86M
Investment
$461.16M
$254.22M
Profit -$11.56M
Realized
$19.52M
Unrealized
$234.7M
Dividends
$21.77M
Goals
Avg. 43% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.68%
Profit
-$11.56M
Win %
75%
This Week
Compared To Last Week
Gain
-1.52%
Profit
-$10.76M
Win %
75%
This Month
Compared to last month
Gain
-2.7%
Profit
-$19.32M
Win %
75%
This Year
Compared to last year
Gain
-2.76%
Profit
-$19.65M
Win %
76%
WDC Western Digital Corporation
+4.81%
+$20,324.84 
MU Micron Technology, Inc.
+4.57%
+$51,467.68 
INTC Intel Corporation
+3.8%
+$16,104.21 
SE Sea Ltd.
+3.49%
+$12,853.36 
MVIS Microvision Inc.
+3.26%
+$99.91 
NU Nu Holdings Ltd.
+3.09%
+$6,166.86 
AVGO Broadcom Inc.
+2.93%
+$110,865.4 
AMD Advanced Micro Devices, Inc.
+2.76%
+$550,770.08 
SNOW Snowflake Inc.
+2.76%
+$9,148.87 
SHOP Shopify Inc.
+2.69%
+$27,825.48 
STX Seagate Technology Holdings plc
+2.58%
+$12,645.25 
GOOG Alphabet Inc
+2.41%
+$76,611.25 
MELI MercadoLibre, Inc.
+2.37%
+$92,106.08 
GOOGL Alphabet Inc
+2.3%
+$911,304.39 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.08%
+$13,471.08 
TOST Toast Inc.
+2.06%
+$7,687.38 
AMZN Amazon.com Inc
+2.01%
+$600,863.06 
MSFT Microsoft Corp.
+2%
+$648,676.06 
SOXX iShares Semiconductor ETF
+1.9%
+$4,213.14 
PLTR Palantir Technologies Inc.
+1.74%
+$304,746.35 
GEV GE Vernova Inc.
+1.62%
+$4,950.73 
EPD Enterprise Products Partners L.P.
+1.57%
+$4,873.2 
PSX Phillips 66
+1.55%
+$4,185.84 
RTX RTX Corporation
+1.54%
+$4,798.69 
IBM International Business Machines Corporation
+1.52%
+$5,008.43 
ANET Arista Networks, Inc.
+1.43%
+$5,497.21 
CVX Chevron Corporation
+1.39%
+$6,551.1 
TXN Texas Instruments Inc
+1.39%
+$2,725.51 
CRM Salesforce Inc
+1.38%
+$31,661.76 
SMH VanEck Semiconductor ETF
+1.38%
+$10,438.87 
RYT Invesco S&P 500 Equal Weight ETF
+1.13%
+$2,774.46 
PWR Quanta Services Inc.
+1%
+$12,101.56 
IYW iShares U.S. Technology ETF
+0.98%
+$25,096.19 
TMUS T-Mobile US, Inc.
+0.94%
+$3,337.2 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.93%
+$2,243.16 
TNGY Tortoise Energy Fund, Inc.
+0.92%
+$1,321.26 
META Meta Platforms Inc Class A
+0.88%
+$33,110.94 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.85%
+$5,039.15 
ETN Eaton Corporation plc
+0.85%
+$3,686.97 
HOOD Robinhood Markets, Inc.
+0.84%
+$36,078.96 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$6,451.9 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$4,132.42 
XLK State Street Technology Select Sector SPDR ETF
+0.81%
+$2,885.44 
IUSG iShares Core S&P U.S. Growth ETF
+0.75%
+$140,655.06 
AVAV AeroVironment Inc.
+0.75%
+$14,329.44 
VGT Vanguard Information Technology ETF
+0.74%
+$6,861.12 
QQQM Invesco NASDAQ 100 ETF
+0.73%
+$15,055.04 
FBCG Fidelity Blue Chip Growth Fund
+0.72%
+$6,707.14 
CRWD CrowdStrike Holdings, Inc.
+0.71%
+$51,717.4 
V Visa Inc. Class A
+0.7%
+$4,640.18 
IWF iShares Russell 1000 Growth ETF
+0.69%
+$1,889.08 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.68%
+$1,456.54 
MMM 3M Company
+0.66%
+$5,405.95 
AVEM Avantis Emerging Markets Equity ETF
+0.63%
+$32,246.24 
NOW ServiceNow, Inc.
+0.61%
+$17,970.12 
NVDA NVIDIA Corporation
+0.6%
+$140,454.94 
TJX The TJX Companies, Inc.
+0.58%
+$1,622.47 
UBER Uber Technologies, Inc.
+0.54%
+$93,277.47 
VUG Vanguard Growth ETF
+0.52%
+$21,116.92 
VWO Vanguard FTSE Emerging Markets ETF
+0.5%
+$1,109.83 
APH Amphenol Corporation
+0.46%
+$1,487.5 
FEMR Fidelity Enhanced Emerging Markets ETF
+0.46%
+$871.09 
MGK Vanguard Mega Cap Growth ETF
+0.46%
+$3,090 
TMHC Taylor Morrison Home Corporation
+0.46%
+$2,645.28 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.41%
+$6,162.8 
MA Mastercard Incorporated
+0.4%
+$3,576.3 
ACN Accenture plc Class A
+0.36%
+$1,136.2 
VBK Vanguard Small-Cap Growth ETF
+0.35%
+$5,793.12 
FELC Fidelity Enhanced Large Cap Core ETF
+0.32%
+$935.41 
SCHW Charles Schwab Corporation
+0.32%
+$1,847.36 
AMAT Applied Materials, Inc.
+0.3%
+$1,286.8 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$3,004 
GLW Corning Incorporated
+0.29%
+$435.21 
SYK Stryker Corporation
+0.28%
+$1,635.82 
MAA Mid-America Apartment Communities, Inc.
+0.28%
+$1,075.29 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.26%
+$1,194.08 
AVLC Avantis U.S. Large Cap Equity ETF
+0.25%
+$20,675.03 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$10,580.94 
DFUS Dimensional U.S. Equity Market ETF
+0.24%
+$6,846.26 
IVV iShares Core S&P 500 ETF
+0.24%
+$24,573.33 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$3,418.84 
SCHX Schwab U.S. Large-Cap ETF
+0.22%
+$622.89 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.22%
+$69,301.01 
C Citigroup Inc.
+0.22%
+$570 
SCHA Schwab U.S. Small-Cap ETF
+0.22%
+$471.52 
VOO Vanguard S&P 500 ETF
+0.21%
+$23,538.44 
CB Chubb Limited
+0.2%
+$485.28 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.2%
+$31,706.82 
ET Energy Transfer L.P.
+0.2%
+$1,546.88 
GPIX S&P 500 Core Premium Income Fund
+0.19%
+$1,216.53 
SCHB Schwab U.S. Broad Market ETF
+0.19%
+$1,003.42 
AVUS Avantis U.S. Equity ETF
+0.19%
+$5,616.72 
SCHM Schwab U.S. Mid-Cap ETF
+0.13%
+$368.95 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.12%
+$9,961.87 
PSQA Palmer Square CLO Senior Debt ETF
+0.12%
+$1,119.83 
DFLV Dimensional US Large Cap Value ETF
+0.11%
+$491.08 
NGL NGL Energy Partners L.P.
+0.1%
+$300 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$7,492.32 
USB U.S. Bancorp
+0.09%
+$247.12 
VO Vanguard Mid-Cap ETF
+0.08%
+$341.38 
KVUE Kenvue Inc.
+0.08%
+$475.15 
AMGN Amgen Inc.
+0.08%
+$183.4 
AVGE FRCL 3 2022Q3 Hb Float
+0.06%
+$289.44 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.04%
+$87.39 
AVLV Avantis U.S. Large Cap Value ETF
+0.03%
+$110.53 
VEU Vanguard FTSE All-World ex-US ETF
+0.03%
+$100 
EMLP First Trust North American Energy Infrastructure Fund
+0.02%
+$70.2 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$173.31 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.01%
+$433.9 
FESM Fidelity Enhanced Small Cap ETF
+0.01%
+$62.47 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$44.5 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$235.37 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$104.55 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFE New Fortress Energy Inc.
-6.48%
-$245.97 
ORCL Oracle Corporation
-3.51%
-$17,946.48 
UPS United Parcel Service, Inc.
-3.38%
-$8,867.44 
KKR KKR & Co. Inc.
-3.27%
-$14,975.4 
AAPL Apple Inc.
-2.84%
-$1.01M 
BX Blackstone Inc.
-2.65%
-$5,998.6 
LNN Lindsay Corporation
-2.22%
-$6,753.28 
GE General Electric Company
-2.2%
-$10,897.91 
FSLR First Solar, Inc.
-2.09%
-$4,107 
TSLA Tesla, Inc.
-2.07%
-$337,628.88 
DELL Dell Technologies Inc.
-2%
-$5,168.94 
PEP PepsiCo, Inc.
-1.94%
-$6,921.29 
BN Brookfield Corporation
-1.94%
-$4,038.26 
MS Morgan Stanley
-1.93%
-$8,984.75 
SOLV Solventum Corporation
-1.86%
-$8,498.28 
EMR Emerson Electric Co.
-1.84%
-$3,673.07 
NFLX Netflix, Inc.
-1.75%
-$7,995.18 
DE Deere & Company
-1.72%
-$4,750.38 
HSIC Henry Schein, Inc.
-1.71%
-$3,606.3 
ATR AptarGroup, Inc.
-1.65%
-$6,480.21 
APO Apollo Global Management, Inc.
-1.64%
-$4,041.18 
HD The Home Depot, Inc.
-1.61%
-$10,736.5 
CWT California Water Service Group
-1.48%
-$13,150.83 
ORLY O'Reilly Automotive Inc.
-1.48%
-$6,026.15 
MRK Merck & Co., Inc.
-1.46%
-$5,539.08 
CAT Caterpillar Inc.
-1.43%
-$9,954.02 
WMT Walmart Inc.
-1.42%
-$41,939.62 
F Ford Motor Company
-1.41%
-$2,627.4 
BDX Becton, Dickinson and Company
-1.33%
-$3,325.9 
BUSE First Busey Corporation
-1.28%
-$10,223.67 
PNC The PNC Financial Services Group, Inc.
-1.28%
-$4,639.68 
NKE Nike, Inc. - Class B
-1.21%
-$10,883.55 
LRCX Lam Research Corporation
-1.18%
-$12,239.65 
UNH UnitedHealth Group Incorporated
-1.15%
-$4,282.6 
KLAC KLA Corporation
-1.11%
-$3,521.82 
DGX Quest Diagnostics Inc.
-1.05%
-$2,644.02 
BLK BlackRock, Inc.
-1%
-$2,464.04 
NEE NextEra Energy, Inc.
-0.99%
-$4,067.36 
AEP American Electric Power Company, Inc.
-0.96%
-$2,400.82 
LLY Eli Lilly and Company
-0.91%
-$15,997.48 
PB Prosperity Bancshares Inc.
-0.87%
-$1,888 
SPCX Space Exploration Technologies Corp. Class A
-0.87%
-$16,344.3 
JNJ Johnson & Johnson
-0.86%
-$7,947.48 
TMO Thermo Fisher Scientific Inc.
-0.85%
-$4,272.45 
WFC Wells Fargo & Company
-0.84%
-$2,154.28 
GS The Goldman Sachs Group, Inc.
-0.83%
-$1,767.99 
CTOS Custom Truck One Source, Inc.
-0.82%
-$508,525.16 
BAC Bank of America Corporation
-0.77%
-$5,858.08 
EQPT EquipmentShare.com Inc.
-0.75%
-$11,926.25 
QGEN QIAGEN N.V.
-0.73%
-$9,035.7 
BBEU JPMorgan BetaBuilders Europe Fund
-0.72%
-$1,528.8 
PG Procter & Gamble Co
-0.71%
-$2,726.36 
LPRE Long Pond Real Estate Select ETF
-0.69%
-$2,306.64 
CLX The Clorox Company
-0.69%
-$62,527.29 
NTRS Northern Trust Corporation
-0.64%
-$2,418.08 
CFFN Capitol Federal Financial, Inc.
-0.64%
-$953.42 
VDC VANGUARD CONSUMER STAPLES ETF
-0.6%
-$5,671.57 
DFGR Dimensional Global Real Estate ETF
-0.58%
-$6,213.37 
AXP American Express Company
-0.54%
-$3,095.7 
PFE Pfizer Inc.
-0.5%
-$1,412.49 
DISV Dimensional International Small Cap Equity Fund
-0.5%
-$2,517.2 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$13,817.8 
VHT Vanguard Health Care ETF
-0.47%
-$1,605.6 
PM Philip Morris International Inc.
-0.47%
-$1,779.3 
COST Costco Wholesale Corporation
-0.46%
-$8,536.88 
AVIV Avantis International Large Cap Value ETF
-0.45%
-$6,198.5 
CAH Cardinal Health Inc.
-0.42%
-$1,168.32 
DFSV Dimensional US Small Cap Value ETF
-0.42%
-$6,695.7 
IUSV iShares Core S&P U.S. Value ETF
-0.41%
-$37,350.16 
EFA iShares MSCI EAFE ETF
-0.4%
-$990.15 
MO Altria Group, Inc.
-0.39%
-$1,593.55 
VZ Verizon Communications Inc.
-0.39%
-$1,306.11 
IEF iShares 7-10 Year Treasury Bond ETF
-0.39%
-$1,934.5 
AVDE Avantis International Equity ETF
-0.39%
-$64,080.3 
DFAI Dimensional International Core Equity Market ETF
-0.37%
-$923.34 
TRV The Travelers Companies, Inc.
-0.37%
-$1,271.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.37%
-$2,743.28 
EFG iShares MSCI EAFE Growth ETF
-0.36%
-$4,333.47 
FNDC Schwab Fundamental International Small Company Index ETF
-0.36%
-$950.77 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.36%
-$2,894.5 
IVE ISHARES S&P 500 VALUE ETF
-0.35%
-$920.95 
VIG Vanguard Dividend Appreciation ETF
-0.35%
-$1,243.32 
IEFA iShares Core MSCI EAFE ETF
-0.34%
-$15,963.75 
DFIC Dimensional International Core Equity Market ETF
-0.34%
-$7,593.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$44,122.98 
JPM JPMorgan Chase & Co.
-0.32%
-$16,517.67 
IYC iShares U.S. Consumer Discretionary ETF
-0.31%
-$1,758.96 
MCD McDonald's Corporation
-0.31%
-$2,734.62 
DFCF Dimensional Core Fixed Income ETF
-0.31%
-$1,987.57 
FBND Fidelity Total Bond ETF
-0.3%
-$8,749.49 
MRTN Marten Transport, Ltd.
-0.28%
-$633.65 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$16,002.52 
NAD Nuveen Quality Municipal Income Fund
-0.28%
-$743.46 
FENI Fidelity Enhanced International ETF
-0.28%
-$1,738.22 
ABBV AbbVie Inc.
-0.27%
-$1,771.43 
DFAS Dimensional U.S. Small Cap ETF
-0.26%
-$2,842.35 
FNDF Schwab Fundamental International Large Company Index ETF
-0.26%
-$1,142.91 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$3,676.25 
POR Portland General Electric Company
-0.23%
-$482.52 
MDY SPDR S&P MidCap 400 ETF Trust
-0.22%
-$1,356.51 
DIHP Dimensional International High Profitability Portfolio
-0.22%
-$1,040.17 
DFEV Dimensional Emerging Markets Value ETF
-0.21%
-$905.25 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$1,583.94 
VONV Vanguard Russell 1000 Value Index Fund
-0.18%
-$1,320.63 
SCHF Schwab International Equity ETF
-0.18%
-$476.86 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.17%
-$473.23 
IWD iShares Russell 1000 Value ETF
-0.17%
-$2,754 
LIN Linde plc
-0.17%
-$458.49 
DUHP Dimensional US High Profitability ETF
-0.16%
-$2,547.8 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$17,638.11 
CSCO Cisco Systems, Inc.
-0.14%
-$1,107.68 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.14%
-$872.9 
BMY Bristol-Myers Squibb Company
-0.13%
-$364.32 
AVUV Avantis U.S. Small Cap Value ETF
-0.13%
-$4,476.14 
MHD BlackRock MuniHoldings Fund Inc.
-0.13%
-$612.4 
MAR Marriott International Inc. - Class A
-0.12%
-$264.86 
MUB iShares National Muni Bond ETF
-0.12%
-$2,829.19 
PANW Palo Alto Networks, Inc.
-0.12%
-$21,007.22 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$1,093.25 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$1,028.17 
TDG TransDigm Group Inc.
-0.11%
-$260.31 
AVDV Avantis International Small Cap Value ETF
-0.11%
-$969.45 
BSV Vanguard Short-Term Bond ETF
-0.1%
-$538.87 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.1%
-$264 
IWM iShares Russell 2000 ETF
-0.09%
-$279.45 
VTV Vanguard Value ETF
-0.09%
-$1,841.4 
KMB Kimberly-Clark Corporation
-0.08%
-$3,911.67 
BINC iShares Flexible Income Active ETF
-0.08%
-$2,831.08 
VB Vanguard Small-Cap ETF
-0.06%
-$2,186.52 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.06%
-$779.25 
KO The Coca-Cola Company
-0.05%
-$220.32 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$1,306.8 
JEPI JPMorgan Equity Premium Income Fund
-0.04%
-$250.15 
COWZ Pacer US Cash Cows 100 ETF
-0.04%
-$443.73 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.02%
-$392.5 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$76.12 Events
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Dividends
Dividend Analysis
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| Trades 3262 | Longs Won 2036/3262 62% | Profit Factor 5.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $511,310.1 |
| Average Win $154,137.83 | Best Trade (Jul 19) $12.97M | Sharpe Ratio -9.93 |
| Average Loss -$48,617.95 | Worst Trade (Dec 31) -$2.11M | Z-Score -0.15 (11.67%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w | Expectancy $77,933.48 |
| 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 | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Drew Waldron?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $7.88M, 3M Company - $3.8M, Palantir Technologies Inc - $3.65M, Custom Truck One Source, Inc - $3.62M, and iShares Core S&P 500 ETF - $3.26M. 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: Teladoc Health Inc - $5.84M, DocuSign Inc - $4.15M, Dentsply Sirona Inc - $3.18M, Block, Inc - $2.63M, and Alibaba Group Holding Limited SP ADR - $1.66M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Drew Waldron's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.77M earned over time. The largest contributors to dividend income include Avantis International Equity ETF - $972,681.34, Microsoft Corp - $945,437.2, Schwab U.S. Dividend Equity ETF - $938,711.23, iShares Core S&P Total U.S. Stock Market ETF - $831,111.29, and Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $797,903.99. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Drew Waldron's monthly returns?
Drew Waldron's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Drew Waldron's strategy be considered aggressive or moderate?
Drew Waldron's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Drew Waldron's strategy?
Drew Waldron's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
