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:
78.4%
Gain +0.65%
Monthly
0.92%
Yearly
11.56%
Drawdown
18.25%
$410.84M
Equity
Holdings
$410.84M
Investment
$300.03M
$108.49M
Profit +$1.14M
Realized
-$2.33M
Unrealized
$110.81M
Dividends
$26.33M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.65%
Profit
$1.14M
Win %
84%
This Week
Compared To Last Week
Gain
1.9%
Profit
$7.65M
Win %
84%
This Month
Compared to last month
Gain
1.9%
Profit
$7.65M
Win %
84%
This Year
Compared to last year
Gain
1.77%
Profit
$7.17M
Win %
84%
AMZN Amazon.com Inc
+15.32%
+$128,372.6 
GOOG Alphabet Inc
+6.88%
+$23,590.19 
GOOGL Alphabet Inc
+6.73%
+$28,402.08 
META Meta Platforms Inc Class A
+3.28%
+$10,395.83 
MSFT Microsoft Corp.
+3.02%
+$16,548.29 
NVDA NVIDIA Corporation
+2.93%
+$22,154.83 
CVX Chevron Corporation
+2.35%
+$6,237.6 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$11,505.6 
SAIC Science Applications International Corporation Common Stock
+1.22%
+$3,687.15 
AMAT Applied Materials, Inc.
+1.18%
+$4,572.52 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$9,804.2 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$21,005.6 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$7,947.72 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$11,035.65 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$27,463.41 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,274.85 
NAK Northern Dynasty Minerals Ltd.
+0.72%
+$224.2 
VOO Vanguard S&P 500 ETF
+0.71%
+$11,061.45 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$11,941.5 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$502,225.14 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,328 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,630.92 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$5,679.52 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$4,212.43 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,519.07 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$1,678.57 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$219,024.06 
NSC Norfolk Southern Corporation
+0.46%
+$1,486.47 
RTX RTX Corporation
+0.39%
+$1,810.2 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,517.26 
JPM JPMorgan Chase & Co.
+0.27%
+$1,894.1 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$510.36 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$798.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$9,682.62 
ISRG Intuitive Surgical, Inc.
+0.1%
+$422.99 
WMT Walmart Inc.
+0.09%
+$202.2 
AEP American Electric Power Company, Inc.
+0.06%
+$107.8 
AEG Aegon N.V.
0%
$0 
AAPL Apple Inc.
-7.35%
-$255,498.4 
CSL Carlisle Companies Inc.
-2.69%
-$11,912.15 
AMD Advanced Micro Devices, Inc.
-1.9%
-$10,330.34 
GLD SPDR Gold Shares
-1.49%
-$9,104.38 
LOAN Manhattan Bridge Capital Inc.
-1.42%
-$3,573.78 
SMRT Smartrent Inc.
-0.98%
-$155.36 
XOM Exxon Mobil Corporation
-0.97%
-$2,865.69 
D Dominion Energy, Inc.
-0.8%
-$3,665.2 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,801.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$390,530.96 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$13,982.72 
FBND Fidelity Total Bond ETF
-0.27%
-$130,130.76 
VTV Vanguard Value ETF
-0.27%
-$200,383.02 
COST Costco Wholesale Corporation
-0.24%
-$636.11 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$49,235.93 
VB Vanguard Small-Cap ETF
-0.22%
-$480.47 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$26,130.99 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$863.34 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,376.7 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$438.85 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$6,460.32 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$922.59 
GOOD Gladstone Commercial Corporation
-0.16%
-$581 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$25,718.44 
MUB iShares National Muni Bond ETF
-0.11%
-$589.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$4,275.75 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$163.92 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$1,785.86 
VO Vanguard Mid-Cap ETF
-0.05%
-$695.36 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$201.71 Events
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Dividends
Dividend Analysis
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| Trades 776 | Longs Won 546/776 70% | Profit Factor 8.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $729,104.01 |
| Average Win $226,542.85 | Best Trade (Aug 05) $9.54M | Sharpe Ratio -11.63 |
| Average Loss -$66,117.11 | Worst Trade (Dec 31) -$1.99M | Z-Score 9.03 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6d | Expectancy $139,800.85 |
| 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 | 6,211 | 5,590 | 4,969 | 4,348 | 3,727 | 3,106 | 2,484 | 1,863 | 1,242 | 621 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $9.08M, VANGUARD FTSE DEVELOPED MARKETS ETF - $4.09M, Vanguard Value ETF - $3.54M, Fidelity Total Bond ETF - $3.47M, and Dimensional U.S. Equity Market ETF - $1.12M. 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 - $1.89M, Schwab U.S. TIPS ETF - $1.55M, iShares 7-10 Year Treasury Bond ETF - $1.46M, iShares National Muni Bond ETF - $451,551.8, 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 $26.33M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $3.96M, Vanguard Value ETF - $3.52M, Fidelity Total Bond ETF - $3.49M, VANGUARD TOTAL STOCK MKT ETF - $3.03M, 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.
