AA
Amber Anderson Portfolio
Invests via Aspen Wealth Strategies LLC | Managed by Aspen Wealth Strategies LLC
Invests via Aspen Wealth Strategies LLC
Managed by Aspen Wealth Strategies LLC
Automatically Tracked
Amber Anderson Profile
Amber Anderson is a prominent investor-operator with a notable background in technology-driven startups. Known for her strategic insights, she has played pivotal roles in scaling various ventures within the digital and tech sectors. Her expertise extends to fostering innovation and driving growth by integrating advanced solutions into traditional business models. Amber's leadership experience includes not only founding companies but also mentoring emerging entrepreneurs as they navigate market complexities. With a deep understanding of both operational challenges and investment landscapes, she remains an influential figure who effectively bridges gaps between capital markets and entrepreneurship.
Amber Anderson is a prominent investor-operator with a notable background in technology-driven startups. Known for her strategic insights, she has played pivotal roles in scaling various ventures within the digital and tech sectors. Her expertise extends to fostering innovation and driving growth by integrating advanced solutions into traditional business models. Amber's leadership experience includes not only founding companies but also mentoring emerging entrepreneurs as they navigate market complexities. With a deep understanding of both operational challenges and investment landscapes, she remains an influential figure who effectively bridges gaps between capital markets and entrepreneurship.
Investment Philosophy & Strategy
With a keen focus on innovation, Amber Anderson seeks to uncover transformative opportunities within the technology landscape. Her background as an investor-operator empowers her to identify and scale ventures that harness cutting-edge solutions. By merging strategic insight with hands-on operational experience, she effectively accelerates growth trajectories for startups poised at the intersection of digital transformation and traditional industries. Driven by a commitment to nurturing talent, Amber actively engages in mentorship roles, empowering entrepreneurs to thrive amidst market challenges. This unique blend of investing acumen and entrepreneurial spirit positions her as a catalyst for sustainable success.
With a keen focus on innovation, Amber Anderson seeks to uncover transformative opportunities within the technology landscape. Her background as an investor-operator empowers her to identify and scale ventures that harness cutting-edge solutions. By merging strategic insight with hands-on operational experience, she effectively accelerates growth trajectories for startups poised at the intersection of digital transformation and traditional industries. Driven by a commitment to nurturing talent, Amber actively engages in mentorship roles, empowering entrepreneurs to thrive amidst market challenges. This unique blend of investing acumen and entrepreneurial spirit positions her as a catalyst for sustainable 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:
37.98%
Gain 0%
Monthly
0.99%
Yearly
12.52%
Drawdown
14.56%
$204.72M
Equity
Holdings
$204.72M
Investment
$165.5M
$77.92M
Profit +$3,966.8
Realized
$21.93M
Unrealized
$55.98M
Dividends
$9.73M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$3,966.8
Win %
76%
This Week
Compared To Last Week
Gain
0.002%
Profit
$3,966.8
Win %
76%
This Month
Compared to last month
Gain
-1.23%
Profit
-$2.54M
Win %
76%
This Year
Compared to last year
Gain
5.87%
Profit
$11.72M
Win %
76%
TER Teradyne, Inc.
+5.72%
+$90,252.08 
QCOM QUALCOMM Incorporated
+4.32%
+$21,137.86 
BHP BHP Group Ltd.
+3.21%
+$12,921.24 
UAL United Airlines Holdings, Inc.
+2.58%
+$11,901.9 
T AT&T Inc.
+2.52%
+$6,143.94 
VZ Verizon Communications Inc.
+2.49%
+$18,056.61 
JPM JPMorgan Chase & Co.
+2.31%
+$58,237.73 
RIO Rio Tinto Plc Sponsored ADR
+1.65%
+$9,049.32 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$37,248.36 
DVN Devon Energy Corporation
+1.57%
+$4,121.6 
DE Deere & Company
+1.55%
+$25,529.83 
COF Capital One Financial Corporation
+1.48%
+$13,377.4 
COP ConocoPhillips
+1.4%
+$10,016.46 
NEE NextEra Energy, Inc.
+1.35%
+$6,994.3 
ABBV AbbVie Inc.
+1.32%
+$29,043.52 
C Citigroup Inc.
+1.27%
+$6,432.77 
APD Air Products and Chemicals, Inc.
+1.26%
+$12,876.5 
XEL Xcel Energy Inc.
+1.21%
+$13,240.15 
VPU Vanguard Utilities ETF
+1.15%
+$5,814.45 
FMDE Fidelity Enhanced Mid Cap ETF
+1.08%
+$82,837.35 
JNJ Johnson & Johnson
+1.07%
+$3,957.32 
V Visa Inc. Class A
+1.05%
+$8,196.41 
SIXH ETC 6 Meridian Hedged Equity-Index Option Strategy ETF
+0.94%
+$3,015.12 
VTV Vanguard Value ETF
+0.94%
+$218,112.49 
DOC Healthpeak Properties, Inc.
+0.93%
+$3,080.66 
KR Kroger Co.
+0.92%
+$5,831.56 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$4,474.41 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$38,238.82 
CVX Chevron Corporation
+0.75%
+$11,947.51 
SBUX Starbucks Corporation
+0.74%
+$5,104.17 
UNH UnitedHealth Group Incorporated
+0.73%
+$4,125.33 
HD The Home Depot, Inc.
+0.73%
+$5,450.2 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$4,401.12 
IYK iShares U.S. Consumer Staples ETF
+0.69%
+$25,213.38 
MS Morgan Stanley
+0.65%
+$3,652.84 
DUK Duke Energy Corporation
+0.63%
+$4,720.56 
ORR Militia Long/Short Equity ETF
+0.62%
+$2,577.96 
IVV iShares Core S&P 500 ETF
+0.55%
+$126,271.25 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$4,308.66 
GOOGL Alphabet Inc
+0.53%
+$25,401.09 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.53%
+$34,309.1 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$1,869.66 
GOOG Alphabet Inc
+0.45%
+$3,043.2 
WMT Walmart Inc.
+0.45%
+$6,153.31 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$944.64 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$41,251.56 
XMHQ Invesco S&P MidCap Quality ETF
+0.41%
+$23,419.35 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,315.68 
SLB Schlumberger Limited
+0.32%
+$2,808 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$2,297.6 
XOM Exxon Mobil Corporation
+0.28%
+$1,308.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$7,160.71 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$29,019.42 
PFE Pfizer Inc.
+0.15%
+$410.44 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$20,146.8 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$255.54 
KO The Coca-Cola Company
+0.11%
+$249.57 
MSFT Microsoft Corp.
+0.1%
+$2,604.73 
EOG EOG Resources, Inc.
+0.09%
+$479.96 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$2,743.15 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.07%
+$554.82 
GLD SPDR Gold Shares
+0.06%
+$122.76 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$181.5 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$367.55 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$128.93 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$305.92 
FTAI
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
RCTR
0%
$0 
PTC PTC Inc.
-3.98%
-$8,572.2 
ABT Abbott Laboratories
-1.64%
-$3,497.13 
AAPL Apple Inc.
-1.52%
-$44,176.5 
MRK Merck & Co., Inc.
-1.42%
-$4,298.93 
AMZN Amazon.com Inc
-1.23%
-$20,497.93 
CTA Simplify Managed Futures Strategy ETF
-1.22%
-$91,677.6 
BA Boeing Company
-1.16%
-$7,941.23 
AVGO Broadcom Inc.
-0.91%
-$79,313.57 
ITB iShares U.S. Home Construction ETF
-0.81%
-$1,865.19 
CSCO Cisco Systems, Inc.
-0.6%
-$10,025.85 
NOC Northrop Grumman Corporation
-0.4%
-$1,905.3 
META Meta Platforms Inc Class A
-0.26%
-$1,856.01 
AGGH Simplify Aggregate Bond ETF
-0.17%
-$710.96 
MDT Medtronic plc
-0.16%
-$417.3 
LOW Lowe's Companies Inc.
-0.12%
-$369.9 
VHT Vanguard Health Care ETF
-0.12%
-$3,732.86 
SHYD VanEck Short High Yield Municipal Fund
-0.09%
-$231.1 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$504.08 
MUB iShares National Muni Bond ETF
-0.01%
-$61.46 Events
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Dividends
Dividend Analysis
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| Trades 984 | Longs Won 685/984 69% | Profit Factor 20.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $435,562.1 |
| Average Win $119,565.28 | Best Trade (Jun 14) $9.04M | Sharpe Ratio -9.74 |
| Average Loss -$13,683.58 | Worst Trade (Jun 29) -$596,404.26 | Z-Score 3.33 (99.91%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $79,184.29 |
| 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 | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
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Returns
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Option values are updated at end of day.
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