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:
87.6%
Gain -1.71%
Monthly
0.84%
Yearly
10.61%
Drawdown
18.25%
$405.1M
Equity
Holdings
$405.1M
Investment
$300.03M
$102.74M
Profit -$3.96M
Realized
-$2.33M
Unrealized
$105.07M
Dividends
$27.67M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.71%
Profit
-$3.96M
Win %
80%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$3.96M
Win %
80%
This Month
Compared to last month
Gain
-0.99%
Profit
-$4.04M
Win %
80%
This Year
Compared to last year
Gain
0.35%
Profit
$1.43M
Win %
81%
AMD Advanced Micro Devices, Inc.
+3.05%
+$21,018.4 
NSC Norfolk Southern Corporation
+2.43%
+$7,235.65 
LOAN Manhattan Bridge Capital Inc.
+2.11%
+$4,717.39 
CSL Carlisle Companies Inc.
+2.08%
+$8,096.93 
AMAT Applied Materials, Inc.
+1.97%
+$8,071.62 
NVDA NVIDIA Corporation
+1.89%
+$16,936.2 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.53%
+$15,853.6 
RYT Invesco S&P 500 Equal Weight ETF
+1.39%
+$4,640.78 
D Dominion Energy, Inc.
+1.35%
+$5,366.9 
GOOD Gladstone Commercial Corporation
+1.3%
+$4,793.25 
GOOG Alphabet Inc
+1.21%
+$4,169.62 
AEP American Electric Power Company, Inc.
+1.19%
+$2,186.8 
GOOGL Alphabet Inc
+1.14%
+$4,866.4 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.14%
+$6,099.35 
XLK State Street Technology Select Sector SPDR ETF
+1.11%
+$4,998.4 
QQQ Invesco QQQ Trust, Series 1
+1.04%
+$8,062.39 
VB Vanguard Small-Cap ETF
+0.99%
+$2,063.88 
ESGE iShares ESG Aware MSCI EM ETF
+0.99%
+$9,046.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.92%
+$535,945.98 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.91%
+$3,540.36 
AMZN Amazon.com Inc
+0.87%
+$7,649.7 
VEU Vanguard FTSE All-World ex-US ETF
+0.86%
+$103,072.83 
DFAT Dimensional US Targeted Value ETF
+0.85%
+$133,268.28 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.84%
+$26,379.64 
SMRT Smartrent Inc.
+0.83%
+$155.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.78%
+$15,926.33 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.74%
+$16,604.48 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.74%
+$6,947.27 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.72%
+$307,085.28 
DFUS Dimensional U.S. Equity Market ETF
+0.72%
+$538,097.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.71%
+$3,109.44 
META Meta Platforms Inc Class A
+0.68%
+$2,916.48 
SCHB Schwab U.S. Broad Market ETF
+0.68%
+$4,955.8 
SPY SPDR S&P 500 ETF Trust
+0.67%
+$2,176.86 
IVV iShares Core S&P 500 ETF
+0.66%
+$3,269.5 
VOO Vanguard S&P 500 ETF
+0.65%
+$10,401.32 
SUSA iShares MSCI USA ESG Select ETF
+0.65%
+$2,688.62 
VWO Vanguard FTSE Emerging Markets ETF
+0.61%
+$13,503.6 
AAPL Apple Inc.
+0.6%
+$20,579.4 
ESGU iShares ESG Aware MSCI USA ETF
+0.6%
+$10,382.96 
VO Vanguard Mid-Cap ETF
+0.59%
+$8,083.56 
DFUV Dimensional US Marketwide Value ETF
+0.53%
+$1,233.37 
SPEM SPDR Portfolio Emerging Markets ETF
+0.52%
+$18,661.03 
SCHE Schwab Emerging Markets Equity ETF
+0.47%
+$6,051.83 
MSFT Microsoft Corp.
+0.41%
+$2,581.89 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$3,063.42 
VTEB Vanguard Tax-Exempt Bond ETF
+0.31%
+$12,493.74 
SAIC Science Applications International Corporation Common Stock
+0.31%
+$1,010.96 
VOE Vanguard Mid-Cap Value ETF
+0.29%
+$59,494.66 
MUB iShares National Muni Bond ETF
+0.29%
+$1,449.92 
SCHD Schwab U.S. Dividend Equity ETF
+0.21%
+$11,312.53 
VTV Vanguard Value ETF
+0.2%
+$149,440.72 
COST Costco Wholesale Corporation
+0.2%
+$513.36 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.19%
+$1,916.24 
WMT Walmart Inc.
+0.07%
+$151.65 
AEG Aegon N.V.
+0.06%
+$355.05 
FBND Fidelity Total Bond ETF
+0.04%
+$16,266.34 
XOM Exxon Mobil Corporation
+0.01%
+$18.73 
BAH Booz Allen Hamilton Holding Corporation
-3.53%
-$20,318.4 
GLD SPDR Gold Shares
-0.91%
-$5,637.6 
ISRG Intuitive Surgical, Inc.
-0.77%
-$3,607.24 
JPM JPMorgan Chase & Co.
-0.65%
-$4,392.68 
NAK Northern Dynasty Minerals Ltd.
-0.37%
-$112.1 
CVX Chevron Corporation
-0.34%
-$979.8 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$219.43 
BSV Vanguard Short-Term Bond ETF
-0.06%
-$122.94 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$526.83 
RTX RTX Corporation
-0.02%
-$64.64 Events
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Dividends
Dividend Analysis
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| Trades 776 | Longs Won 531/776 68% | Profit Factor 6.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $718,507.03 |
| Average Win $226,058.26 | Best Trade (Aug 13) $9.65M | Sharpe Ratio -11.63 |
| Average Loss -$70,593.21 | Worst Trade (Dec 31) -$1.99M | Z-Score 6.5 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 4d | Expectancy $132,398.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,747 | 5,172 | 4,598 | 4,023 | 3,448 | 2,874 | 2,299 | 1,724 | 1,149 | 575 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,420 | $2.08M | $3.46M | - | $1.38M | 66.14% | +0.598% |
| AEG Aegon N.V. | 71,009 | $418,243.01 | $603,221.45 | - | $184,978.44 | 44.23% | +0.059% |
| AEP American Electric Power Company, Inc. | 1,540 | $201,863.2 | $186,601.8 | - | -$15,261.4 | -7.56% | +1.186% |
| AMAT Applied Materials, Inc. | 775 | $264,887.25 | $418,279.12 | - | $153,391.87 | 57.91% | +1.968% |
| AMD Advanced Micro Devices, Inc. | 1,118 | $239,430.88 | $709,404.54 | - | $469,973.66 | 196.29% | +3.053% |
| AMZN Amazon.com Inc | 3,558 | $579,046.64 | $890,852.04 | - | $311,805.4 | 53.85% | +0.866% |
| BAH Booz Allen Hamilton Holding Corporation | 8,160 | $794,568.61 | $554,716.8 | - | -$239,851.81 | -30.19% | -3.533% |
| BRK-B Berkshire Hathaway Inc. | 1,891 | $643,467.43 | $949,508.92 | - | $306,041.49 | 47.56% | +0.324% |
| BSV Vanguard Short-Term Bond ETF | 2,732 | $210,888.02 | $208,328.66 | - | -$2,559.36 | -1.21% | -0.059% |
| COST Costco Wholesale Corporation | 279 | $257,255.6 | $255,781.62 | - | -$1,473.98 | -0.57% | +0.201% |
| CSL Carlisle Companies Inc. | 1,196 | $441,132.64 | $397,048.08 | - | -$44,084.56 | -9.99% | +2.082% |
| CVX Chevron Corporation | 1,380 | $210,380.29 | $284,818.2 | - | $74,437.91 | 35.38% | -0.343% |
| D Dominion Energy, Inc. | 6,545 | $302,715.01 | $403,041.1 | - | $100,326.09 | 33.14% | +1.35% |
| DFAT Dimensional US Targeted Value ETF | 233,804 | $12.74M | $15.83M | - | $3.09M | 24.27% | +0.849% |
| DFUS Dimensional U.S. Equity Market ETF | 896,829 | $54.25M | $75.21M | - | $20.96M | 38.64% | +0.721% |
| DFUV Dimensional US Marketwide Value ETF | 4,253 | $159,306.39 | $235,956.44 | - | $76,650.05 | 48.11% | +0.525% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 10,430 | $555,133.59 | $1.05M | - | $496,836.21 | 89.5% | +1.53% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 21,848 | $1.65M | $2.25M | - | $594,881.78 | 36.02% | +0.745% |
| ESGE iShares ESG Aware MSCI EM ETF | 16,910 | $586,194.65 | $925,484.3 | - | $339,289.65 | 57.88% | +0.987% |
| ESGU iShares ESG Aware MSCI USA ETF | 10,384 | $1.09M | $1.75M | - | $659,887.46 | 60.67% | +0.598% |
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FAQ
Which stocks have generated the highest profits for Andrew Miller?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $9.18M, VANGUARD FTSE DEVELOPED MARKETS ETF - $4.24M, Vanguard Value ETF - $3.89M, Fidelity Total Bond ETF - $3.65M, and Dimensional U.S. Equity Market ETF - $1.3M. 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: Vanguard FTSE All-World ex-US ETF - $1.86M, Schwab U.S. TIPS ETF - $1.55M, iShares 7-10 Year Treasury Bond ETF - $1.46M, iShares National Muni Bond ETF - $448,753.79, and Tenable Holdings Inc - $218,475. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Miller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.67M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $4.11M, Vanguard Value ETF - $3.86M, Fidelity Total Bond ETF - $3.67M, VANGUARD TOTAL STOCK MKT ETF - $3.14M, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.12M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Miller's monthly returns?
Andrew Miller's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Andrew Miller's strategy be considered aggressive or moderate?
Andrew Miller'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 Andrew Miller's strategy?
Andrew Miller's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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