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:
56.58%
Gain -0.27%
Monthly
1.27%
Yearly
16.31%
Drawdown
17.32%
$212.62M
Equity
Holdings
$212.62M
Investment
$153M
$82.79M
Profit -$480,767.24
Realized
$23.18M
Unrealized
$59.62M
Dividends
$10.72M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$480,767.24
Win %
72%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$480,767.24
Win %
72%
This Month
Compared to last month
Gain
-0.87%
Profit
-$1.86M
Win %
72%
This Year
Compared to last year
Gain
2.58%
Profit
$5.34M
Win %
73%
PTC PTC Inc.
+4.41%
+$10,484.66 
KR Kroger Co.
+3.69%
+$21,349.44 
MDT Medtronic plc
+3.23%
+$9,105.18 
GOOG Alphabet Inc
+3.02%
+$19,248.24 
GOOGL Alphabet Inc
+2.9%
+$116,062.11 
META Meta Platforms Inc Class A
+2.81%
+$22,586.56 
WMT Walmart Inc.
+2.39%
+$28,953.72 
MSFT Microsoft Corp.
+2.27%
+$76,555.64 
NOC Northrop Grumman Corporation
+1.78%
+$9,302.98 
ABBV AbbVie Inc.
+1.73%
+$45,343.44 
VZ Verizon Communications Inc.
+1.44%
+$11,270.47 
VHT Vanguard Health Care ETF
+1.4%
+$50,284.68 
UNH UnitedHealth Group Incorporated
+1.37%
+$7,547.27 
MOAT VanEck Morningstar Wide Moat Fund
+1.3%
+$132,353.44 
LOW Lowe's Companies Inc.
+1.06%
+$2,834.04 
KO The Coca-Cola Company
+1.06%
+$2,445.03 
V Visa Inc. Class A
+1.01%
+$10,131.63 
IYK iShares U.S. Consumer Staples ETF
+1%
+$36,760.29 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$6,460 
HD The Home Depot, Inc.
+0.97%
+$6,290.98 
ABT Abbott Laboratories
+0.8%
+$1,938.88 
ITB iShares U.S. Home Construction ETF
+0.7%
+$1,299.69 
DE Deere & Company
+0.69%
+$13,527.49 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$3,253.74 
JNJ Johnson & Johnson
+0.54%
+$2,227.96 
EOG EOG Resources, Inc.
+0.53%
+$3,120 
AAPL Apple Inc.
+0.47%
+$15,277.18 
MRK Merck & Co., Inc.
+0.46%
+$1,738.47 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.36%
+$64,753.25 
SBUX Starbucks Corporation
+0.35%
+$2,467.5 
PFE Pfizer Inc.
+0.07%
+$196.64 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$430.8 
SIXH ETC 6 Meridian Hedged Equity-Index Option Strategy ETF
+0.06%
+$183.46 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$80.97 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$402.17 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$24.84 
AGGH Simplify Aggregate Bond ETF
0%
$0 
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 RCTR
RCTR
0%
$0 
TER Teradyne, Inc.
-13%
-$76,390.86 
FTAI FTAI Aviation Ltd.
-5.57%
-$10,339.28 
SLB Schlumberger Limited
-5.01%
-$41,953.3 
AVGO Broadcom Inc.
-4.75%
-$377,333.38 
CAT Caterpillar Inc.
-4.14%
-$7,659.14 
MS Morgan Stanley
-3.38%
-$19,190.75 
BHP BHP Group Ltd.
-2.6%
-$10,378.23 
RIO Rio Tinto Plc Sponsored ADR
-2.05%
-$10,856.8 
XEL Xcel Energy Inc.
-1.7%
-$17,862.4 
JPM JPMorgan Chase & Co.
-1.69%
-$48,238.34 
CSCO Cisco Systems, Inc.
-1.62%
-$23,547.16 
APD Air Products and Chemicals, Inc.
-1.57%
-$18,318.65 
VPU Vanguard Utilities ETF
-1.33%
-$6,451.65 
GLD SPDR Gold Shares
-1.3%
-$3,197.99 
C Citigroup Inc.
-1.24%
-$6,306.64 
AMZN Amazon.com Inc
-1.21%
-$21,030.53 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$4,250.15 
QCOM QUALCOMM Incorporated
-0.97%
-$4,271.01 
CVX Chevron Corporation
-0.88%
-$15,940.52 
XOM Exxon Mobil Corporation
-0.84%
-$4,588.19 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$20,361.08 
DVN Devon Energy Corporation
-0.73%
-$2,000.57 
NEE NextEra Energy, Inc.
-0.72%
-$3,680.67 
COP ConocoPhillips
-0.66%
-$5,197.5 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$106,799.36 
COF Capital One Financial Corporation
-0.59%
-$6,433.06 
AIQ Global X Artificial Intelligence & Technology ETF
-0.52%
-$19,553.95 
FMDE Fidelity Enhanced Mid Cap ETF
-0.49%
-$40,327.81 
VTV Vanguard Value ETF
-0.47%
-$117,272.04 
DUK Duke Energy Corporation
-0.47%
-$3,535.35 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.41%
-$26,543.3 
FPE First Trust Preferred Securities and Income ETF
-0.37%
-$839.54 
ESGU iShares ESG Aware MSCI USA ETF
-0.35%
-$1,390.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$10,995.08 
IVV iShares Core S&P 500 ETF
-0.34%
-$84,625.35 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$782.59 
UAL United Airlines Holdings, Inc.
-0.24%
-$1,408.78 
BA Boeing Company
-0.21%
-$1,289.2 
JEPI JPMorgan Equity Premium Income Fund
-0.19%
-$416.79 
DOC Healthpeak Properties, Inc.
-0.17%
-$567.49 
CTA Simplify Managed Futures Strategy ETF
-0.17%
-$13,341.7 
XMHQ Invesco S&P MidCap Quality ETF
-0.15%
-$9,347.98 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$6,430.11 
VYMI Vanguard International High Dividend Yield Index Fund
-0.13%
-$1,110.72 
ORR Militia Long/Short Equity ETF
-0.13%
-$576.58 
MUB iShares National Muni Bond ETF
-0.05%
-$319.55 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$254.55 
SHYD VanEck Short High Yield Municipal Fund
-0.04%
-$113.35 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$63.01 Events
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Dividends
Dividend Analysis
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| Trades 1057 | Longs Won 730/1057 69% | Profit Factor 19.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $448,672.96 |
| Average Win $119,705.42 | Best Trade (Aug 14) $10.21M | Sharpe Ratio -10.7 |
| Average Loss -$14,040.29 | Worst Trade (Aug 08) -$656,053.25 | Z-Score 3.66 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 5m 6d | Expectancy $78,329.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,793 | $1.29M | $3.27M | - | $1.97M | 152.59% | +0.47% |
| ABBV AbbVie Inc. | 10,224 | $1.7M | $2.67M | - | $975,823.99 | 57.46% | +1.725% |
| ABT Abbott Laboratories | 2,379 | $261,190.77 | $244,477.93 | - | -$16,712.84 | -6.4% | +0.799% |
| AGGH Simplify Aggregate Bond ETF | 20,489 | $421,848.9 | $398,613.49 | - | -$23,235.41 | -5.51% | 0.0 |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 28,720 | $733,864.56 | $738,247.6 | - | $4,383.04 | 0.6% | +0.058% |
| AIQ Global X Artificial Intelligence & Technology ETF | 58,370 | $2.92M | $3.71M | - | $796,800.74 | 27.3% | -0.524% |
| AMZN Amazon.com Inc | 6,795 | $592,573.89 | $1.72M | - | $1.13M | 190.9% | -1.205% |
| APD Air Products and Chemicals, Inc. | 3,991 | $1.17M | $1.14M | - | -$22,736.48 | -1.95% | -1.575% |
| AVGO Broadcom Inc. | 21,938 | $5.25M | $7.56M | - | $2.31M | 43.94% | -4.752% |
| BA Boeing Company | 2,930 | $613,485.64 | $615,329.3 | - | $1,843.66 | 0.3% | -0.209% |
| BHP BHP Group Ltd. | 4,582 | $262,135.52 | $388,943.07 | - | $126,807.55 | 48.37% | -2.599% |
| BRK-B Berkshire Hathaway Inc. | 1,292 | $405,119.16 | $665,858.04 | - | $260,738.88 | 64.36% | +0.98% |
| C Citigroup Inc. | 3,656 | $273,184.76 | $501,219.32 | - | $228,034.56 | 83.47% | -1.243% |
| CAT Caterpillar Inc. | 226 | $240,689 | $177,337.68 | - | -$63,351.32 | -26.32% | -4.14% |
| COF Capital One Financial Corporation | 5,273 | $730,461.15 | $1.09M | - | $361,471.69 | 49.49% | -0.586% |
| COP ConocoPhillips | 5,775 | $603,926.5 | $787,998.75 | - | $184,072.25 | 30.48% | -0.655% |
| CSCO Cisco Systems, Inc. | 12,938 | $657,491.23 | $1.43M | - | $769,699.55 | 117.07% | -1.623% |
| CTA Simplify Managed Futures Strategy ETF | 266,834 | $7.71M | $8.07M | - | $363,123.74 | 4.71% | -0.165% |
| CVX Chevron Corporation | 8,479 | $1.37M | $1.8M | - | $427,912.91 | 31.21% | -0.878% |
| DE Deere & Company | 2,906 | $1.2M | $1.98M | - | $781,907.4 | 65.41% | +0.689% |
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FAQ
Which stocks have generated the highest profits for Amber Anderson?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap Growth ETF - $7.67M, Broadcom Inc - $3.22M, VanEck Morningstar Wide Moat Fund - $2.51M, Vanguard International High Dividend Yield Index Fund - $1.76M, and iShares Core S&P 500 ETF - $1.73M. 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: Pacer US Small Cap Cash Cows 100 ETF - $1.16M, CVS Health Corporation - $277,338.48, lululemon athletica inc - $229,476.09, U.S. Global Jets ETF - $142,179.39, and Centene Corporation - $131,995.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Amber Anderson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.72M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $1.22M, iShares Core MSCI EAFE ETF - $810,749.42, iShares Core S&P 500 ETF - $610,732.22, Vanguard International High Dividend Yield Index Fund - $567,111.22, and VanEck Morningstar Wide Moat Fund - $522,067.37. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Amber Anderson's monthly returns?
Amber Anderson's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Amber Anderson's strategy be considered aggressive or moderate?
Amber Anderson's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Amber Anderson's strategy?
Amber Anderson's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
