AM
Andrew Miller Portfolio
Invests via OLIO Financial Planning | Managed by Andrew J. Miller
Invests via OLIO Financial Planning
Managed by Andrew J. Miller
Automatically Tracked
Andrew Miller Profile
Andrew Miller possesses a robust entrepreneurial background, with notable contributions to multiple startups across the technology sector. His journey includes co-founding innovative ventures that leverage advanced digital solutions, driving transformative growth in their respective markets. With a keen understanding of emerging trends and market dynamics, he plays a pivotal role in guiding new enterprises towards sustainable profitability. Through his involvement in various funding rounds and partnerships, he not only demonstrates acumen as an investor but also acts as a mentor for aspiring entrepreneurs seeking to navigate the complexities of business development. Andrew’s deep commitment to fostering innovation positions him as a significant figure within today’s startup ecosystem.
Andrew Miller possesses a robust entrepreneurial background, with notable contributions to multiple startups across the technology sector. His journey includes co-founding innovative ventures that leverage advanced digital solutions, driving transformative growth in their respective markets. With a keen understanding of emerging trends and market dynamics, he plays a pivotal role in guiding new enterprises towards sustainable profitability. Through his involvement in various funding rounds and partnerships, he not only demonstrates acumen as an investor but also acts as a mentor for aspiring entrepreneurs seeking to navigate the complexities of business development. Andrew’s deep commitment to fostering innovation positions him as a significant figure within today’s startup ecosystem.
Investment Philosophy & Strategy
In the dynamic landscape of technology startups, Andrew Miller stands out for his transformative approach to entrepreneurial growth. His experience encompasses strategic capital deployment in innovative ventures, focusing on scalability and market penetration. By identifying nascent trends and aligning them with robust business models, he enhances competitive positioning while driving revenue acceleration. The commitment to nurturing a collaborative environment fosters both mentorship opportunities and sustainable practices among fledgling enterprises. Through these initiatives, he not only shapes the trajectory of emerging businesses but also cultivates a vibrant ecosystem poised for long-term success.
In the dynamic landscape of technology startups, Andrew Miller stands out for his transformative approach to entrepreneurial growth. His experience encompasses strategic capital deployment in innovative ventures, focusing on scalability and market penetration. By identifying nascent trends and aligning them with robust business models, he enhances competitive positioning while driving revenue acceleration. The commitment to nurturing a collaborative environment fosters both mentorship opportunities and sustainable practices among fledgling enterprises. Through these initiatives, he not only shapes the trajectory of emerging businesses but also cultivates a vibrant ecosystem poised for long-term success.
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:
35.5%
Gain +0.94%
Monthly
0.44%
Yearly
5.37%
Drawdown
14.47%
$396.49M
Equity
Holdings
$396.49M
Investment
$288.88M
$103.77M
Profit +$4.31M
Realized
-$3.83M
Unrealized
$107.6M
Dividends
$24.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.94%
Profit
$4.31M
Win %
86%
This Week
Compared To Last Week
Gain
1.1%
Profit
$4.31M
Win %
86%
This Month
Compared to last month
Gain
1.24%
Profit
$4.85M
Win %
86%
This Year
Compared to last year
Gain
11.22%
Profit
$40M
Win %
86%
NAK Northern Dynasty Minerals Ltd.
+8.09%
+$3,699.3 
AMD Advanced Micro Devices, Inc.
+7.41%
+$42,388.97 
META Meta Platforms Inc Class A
+5.12%
+$20,150.29 
IBIT iShares Bitcoin Trust
+5.05%
+$9,782.49 
CSL Carlisle Companies Inc.
+3.75%
+$15,404.48 
XLK State Street Technology Select Sector SPDR ETF
+3.71%
+$15,563.18 
NVDA NVIDIA Corporation
+3.4%
+$26,684.54 
AMZN Amazon.com Inc
+3.35%
+$30,619.26 
GOOGL Alphabet Inc
+3.27%
+$12,196.51 
EMXC iShares MSCI Emerging Markets ex China ETF
+3.18%
+$38,293.6 
GOOG Alphabet Inc
+3.12%
+$14,800.25 
QQQ Invesco QQQ Trust, Series 1
+3.12%
+$24,424.11 
RSPT Invesco S&P 500 Equal Weight ETF
+3.11%
+$9,627.15 
SMRT Smartrent Inc.
+2.64%
+$932.58 
MCO Moody's Corporation
+2.61%
+$6,704.32 
GLD SPDR Gold Shares
+2.6%
+$16,206.64 
MSFT Microsoft Corp.
+2.27%
+$10,690.81 
VWO Vanguard FTSE Emerging Markets ETF
+2.23%
+$54,165.58 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+2.2%
+$23,197.46 
SCHE Schwab Emerging Markets Equity ETF
+2.17%
+$31,296.38 
SPEM SPDR Portfolio Emerging Markets ETF
+2.13%
+$75,021.57 
DFUS Dimensional U.S. Equity Market ETF
+1.91%
+$1.33M 
VOO Vanguard S&P 500 ETF
+1.9%
+$17,710.18 
SPY SPDR S&P 500 ETF Trust
+1.89%
+$5,976.78 
SCHB Schwab U.S. Broad Market ETF
+1.88%
+$13,380.66 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.87%
+$17,139.98 
AAPL Apple Inc.
+1.87%
+$56,500.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.84%
+$802,615.99 
ESGU iShares ESG Aware MSCI USA ETF
+1.72%
+$28,083.94 
SUSA iShares MSCI USA ESG Select ETF
+1.67%
+$6,456.39 
IVV iShares Core S&P 500 ETF
+1.64%
+$10,154.81 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.6%
+$8,448.57 
VEU Vanguard FTSE All-World ex-US ETF
+1.51%
+$181,350.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.5%
+$29,353.26 
VO Vanguard Mid-Cap ETF
+1.45%
+$22,578.24 
BRK-B Berkshire Hathaway Inc.
+1.39%
+$13,214.22 
RTX RTX Corporation
+1.33%
+$5,507.08 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.31%
+$5,213.27 
ISRG Intuitive Surgical, Inc.
+1.23%
+$5,916.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.21%
+$715,007.27 
TSLA Tesla, Inc.
+1.2%
+$2,264.76 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.79%
+$4,868.46 
VTV Vanguard Value ETF
+0.79%
+$557,430.52 
DFUV Dimensional US Marketwide Value ETF
+0.74%
+$1,956.56 
D Dominion Energy, Inc.
+0.68%
+$3,008.86 
VOE Vanguard Mid-Cap Value ETF
+0.48%
+$92,722.44 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.3%
+$10,184.8 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$5,534.23 
MUB iShares National Muni Bond ETF
+0.11%
+$567.64 
JPM JPMorgan Chase & Co.
+0.11%
+$699.04 
FBND Fidelity Total Bond ETF
+0.1%
+$43,908.35 
COST Costco Wholesale Corporation
+0.08%
+$231.58 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$1,917.58 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.07%
+$649.74 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$133.25 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.04%
+$87.77 
LDOS Leidos Holdings Inc.
-5.2%
-$8,274.05 
XOM Exxon Mobil Corporation
-3.82%
-$16,212.88 
CVX Chevron Corporation
-3.46%
-$11,199.59 
BAH Booz Allen Hamilton Holding Corporation
-3.44%
-$17,931.06 
SAIC Science Applications International Corporation Common Stock
-3.36%
-$10,002.37 
GOOD Gladstone Commercial Corporation
-1.64%
-$5,955.25 
AEG Aegon N.V.
-1.27%
-$7,810.99 
NSC Norfolk Southern Corporation
-1.02%
-$5,297.86 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.86%
-$20,090.86 
KR Kroger Co.
-0.42%
-$927.45 
LOAN Manhattan Bridge Capital Inc.
-0.23%
-$658.75 
WMT Walmart Inc.
-0.21%
-$525.72 
CSX CSX Corporation
-0.21%
-$560 
SCHD Schwab U.S. Dividend Equity ETF
-0.2%
-$10,363.6 
DFAT Dimensional US Targeted Value ETF
-0.12%
-$18,110.96 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 680 | Longs Won 469/680 68% | Profit Factor 8.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $755,401.49 |
| Average Win $252,607.46 | Best Trade (Jun 15) $8.76M | Sharpe Ratio -17.3 |
| Average Loss -$69,658.74 | Worst Trade (Dec 31) -$1.99M | Z-Score 8.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 1d | Expectancy $152,610.15 |
| 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 | 5,682 | 5,114 | 4,545 | 3,977 | 3,409 | 2,841 | 2,273 | 1,705 | 1,136 | 568 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
