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:
51.57%
Gain +0.35%
Monthly
1.27%
Yearly
16.35%
Drawdown
17.16%
$206.78M
Equity
Holdings
$206.78M
Investment
$149.17M
$79.43M
Profit +$557,106.11
Realized
$21.83M
Unrealized
$57.61M
Dividends
$10.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$557,106.11
Win %
73%
This Week
Compared To Last Week
Gain
0.76%
Profit
$1.55M
Win %
73%
This Month
Compared to last month
Gain
0.72%
Profit
$1.47M
Win %
73%
This Year
Compared to last year
Gain
10.85%
Profit
$20.23M
Win %
74%
TER Teradyne, Inc.
+11.61%
+$160,383.56 
BHP BHP Group Ltd.
+2.79%
+$10,309.5 
FTAI FTAI Aviation Ltd.
+2.77%
+$5,523.92 
C Citigroup Inc.
+2.56%
+$12,024.95 
AIQ Global X Artificial Intelligence & Technology ETF
+2.45%
+$79,551.35 
UNH UnitedHealth Group Incorporated
+2.22%
+$12,994.11 
MS Morgan Stanley
+1.97%
+$11,024.75 
AVGO Broadcom Inc.
+1.77%
+$151,828.7 
XOM Exxon Mobil Corporation
+1.54%
+$7,307.39 
GLD SPDR Gold Shares
+1.52%
+$3,110.84 
RIO Rio Tinto Plc Sponsored ADR
+1.43%
+$6,747.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$5,180.49 
EOG EOG Resources, Inc.
+1.16%
+$6,560 
QCOM QUALCOMM Incorporated
+1.15%
+$4,717.39 
JPM JPMorgan Chase & Co.
+1.08%
+$29,561.85 
IEFA iShares Core MSCI EAFE ETF
+1.07%
+$165,249.48 
CTA Simplify Managed Futures Strategy ETF
+1.04%
+$74,651.76 
CSCO Cisco Systems, Inc.
+0.97%
+$14,695.38 
VYMI Vanguard International High Dividend Yield Index Fund
+0.88%
+$7,061.41 
APD Air Products and Chemicals, Inc.
+0.87%
+$9,491.82 
COP ConocoPhillips
+0.84%
+$6,028.43 
ABBV AbbVie Inc.
+0.83%
+$20,654.26 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.74%
+$47,734.4 
MRK Merck & Co., Inc.
+0.7%
+$2,187.18 
ESGU iShares ESG Aware MSCI USA ETF
+0.66%
+$2,552.8 
IVV iShares Core S&P 500 ETF
+0.64%
+$146,647.06 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.62%
+$17,579.71 
JNJ Johnson & Johnson
+0.6%
+$2,336.98 
T AT&T Inc.
+0.57%
+$1,324.12 
FMDE Fidelity Enhanced Mid Cap ETF
+0.53%
+$41,418.68 
VTV Vanguard Value ETF
+0.45%
+$106,343.72 
PFE Pfizer Inc.
+0.44%
+$1,128.71 
XMHQ Invesco S&P MidCap Quality ETF
+0.41%
+$23,679.56 
DVN Devon Energy Corporation
+0.38%
+$971.52 
DOC Healthpeak Properties, Inc.
+0.36%
+$1,297.12 
VHT Vanguard Health Care ETF
+0.3%
+$9,881.1 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.26%
+$45,330.3 
JEPI JPMorgan Equity Premium Income Fund
+0.26%
+$570.72 
AAPL Apple Inc.
+0.23%
+$7,264.58 
DE Deere & Company
+0.21%
+$3,494.48 
CVX Chevron Corporation
+0.19%
+$3,072.15 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$5,580.28 
SIXH ETC 6 Meridian Hedged Equity-Index Option Strategy ETF
+0.12%
+$400.01 
META Meta Platforms Inc Class A
+0.07%
+$537.63 
SCHD Schwab U.S. Dividend Equity ETF
+0.05%
+$266.92 
BA Boeing Company
+0.03%
+$184.68 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$543.97 
ORR Militia Long/Short Equity ETF
+0.03%
+$117.18 
UAL United Airlines Holdings, Inc.
+0.02%
+$81.8 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$24.53 
SUB iShares Short-Term National Muni Bond ETF
0%
+$12.71 
RCTR
0%
$0 
SBUX Starbucks Corporation
0%
$0 
NOC Northrop Grumman Corporation
-2.52%
-$11,466.6 
WMT Walmart Inc.
-1.34%
-$17,092.5 
PTC PTC Inc.
-1.2%
-$2,730 
LOW Lowe's Companies Inc.
-1.2%
-$3,356.51 
HD The Home Depot, Inc.
-1.1%
-$8,381.42 
SLB Schlumberger Limited
-1.1%
-$7,956 
GOOGL Alphabet Inc
-1.09%
-$51,001.53 
GOOG Alphabet Inc
-1.06%
-$7,113.48 
V Visa Inc. Class A
-1.06%
-$9,349.76 
KR Kroger Co.
-1.04%
-$6,029.24 
MDT Medtronic plc
-0.97%
-$2,600.1 
MOAT VanEck Morningstar Wide Moat Fund
-0.93%
-$97,235.82 
AMZN Amazon.com Inc
-0.91%
-$15,719.82 
DUK Duke Energy Corporation
-0.87%
-$6,596.68 
COF Capital One Financial Corporation
-0.83%
-$8,503.83 
XEL Xcel Energy Inc.
-0.79%
-$8,640.94 
IYK iShares U.S. Consumer Staples ETF
-0.58%
-$21,258.34 
VPU Vanguard Utilities ETF
-0.55%
-$2,854.12 
MSFT Microsoft Corp.
-0.54%
-$14,163.67 
ITB iShares U.S. Home Construction ETF
-0.52%
-$1,180.5 
BRK-B Berkshire Hathaway Inc.
-0.51%
-$3,192.73 
PNC The PNC Financial Services Group, Inc.
-0.49%
-$12,366.06 
NEE NextEra Energy, Inc.
-0.45%
-$2,402.39 
FPE First Trust Preferred Securities and Income ETF
-0.42%
-$958.27 
ABT Abbott Laboratories
-0.34%
-$832.65 
AGGH Simplify Aggregate Bond ETF
-0.2%
-$812.52 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.19%
-$1,571.99 
SHYD VanEck Short High Yield Municipal Fund
-0.13%
-$345.49 
MUB iShares National Muni Bond ETF
-0.12%
-$799.37 
VZ Verizon Communications Inc.
-0.09%
-$617.32 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$567.09 
KO The Coca-Cola Company
-0.09%
-$194.11 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$574.4 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.03%
-$193.4 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$152.96 Events
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Dividends
Dividend Analysis
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| Trades 984 | Longs Won 676/984 68% | Profit Factor 20.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $449,585.64 |
| Average Win $123,656.53 | Best Trade (Jul 20) $9.49M | Sharpe Ratio -10.84 |
| Average Loss -$13,505.36 | Worst Trade (Jun 29) -$596,404.26 | Z-Score 2.03 (95.72%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 2d | Expectancy $80,723.74 |
| 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 | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $3.06M, VanEck Morningstar Wide Moat Fund - $2.42M, Vanguard International High Dividend Yield Index Fund - $1.76M, and iShares Core S&P 500 ETF - $1.74M. 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 - $1.14M, CVS Health Corporation - $277,338.48, lululemon athletica inc - $229,476.09, Allstate Corporation - $122,072.96, and MetLife Inc - $100,170.72. 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 $10.52M 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 - $618,654.27, 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.
