Andrew Nall Portfolio
Invests via PMV Capital Advisers, LLC | Managed by Daniel Snover, CFA
Invests via PMV Capital Advisers, LLC
Managed by Daniel Snover, CFA
Automatically Tracked
Andrew Nall Profile
A growth-oriented investor and operator focused on scaling technology-enabled businesses across SaaS, marketplaces and consumer digital platforms. Andrew Nall brings experience in managing early- to growth-stage companies, leading commercial strategy, fundraising and board governance. Known for sourcing cross-border strategic buyers and coordinating exit processes, the profile emphasizes operational value creation, KPIs-driven performance improvement and investor relations. Active in angel and seed syndicates and strategic advisory roles to founders and PE-backed management teams.
A growth-oriented investor and operator focused on scaling technology-enabled businesses across SaaS, marketplaces and consumer digital platforms. Andrew Nall brings experience in managing early- to growth-stage companies, leading commercial strategy, fundraising and board governance. Known for sourcing cross-border strategic buyers and coordinating exit processes, the profile emphasizes operational value creation, KPIs-driven performance improvement and investor relations. Active in angel and seed syndicates and strategic advisory roles to founders and PE-backed management teams.
Investment Philosophy & Strategy
Focuses on growth-stage, tech-enabled businesses—especially SaaS, marketplaces and consumer digital platforms—deploying capital and hands-on operating support to accelerate revenue, unit economics and go‑to‑market scale. Prefers KPI-driven underwriting, founder-aligned deal structures and syndicate co-investments that balance upside with downside protections. Investment horizon targets multi-year scale and liquidity via strategic M&A or growth rounds; execution edge rests on commercial scaling, cross-border acquirer networks and active board-level value creation.
Focuses on growth-stage, tech-enabled businesses—especially SaaS, marketplaces and consumer digital platforms—deploying capital and hands-on operating support to accelerate revenue, unit economics and go‑to‑market scale. Prefers KPI-driven underwriting, founder-aligned deal structures and syndicate co-investments that balance upside with downside protections. Investment horizon targets multi-year scale and liquidity via strategic M&A or growth rounds; execution edge rests on commercial scaling, cross-border acquirer networks and active board-level value creation.
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:
27.9%
Gain +0.75%
Monthly
1.24%
Yearly
15.92%
Drawdown
10.06%
$64.8M
Equity
Holdings
$64.8M
Investment
$56.96M
$10.78M
Profit +$417,610.34
Realized
$2.94M
Unrealized
$7.84M
Dividends
$1.85M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$417,610.34
Win %
60%
This Week
Compared To Last Week
Gain
0.64%
Profit
$417,610.34
Win %
60%
This Month
Compared to last month
Gain
0.5%
Profit
$323,774.67
Win %
60%
This Year
Compared to last year
Gain
-1.85%
Profit
-$1.23M
Win %
59%
AMD Advanced Micro Devices, Inc.
+6.5%
+$7,688.1 
DIG ProShares Ultra Energy ETF
+2.7%
+$74,633.93 
MU Micron Technology, Inc.
+2.3%
+$8,142.57 
TXN Texas Instruments Inc
+2.25%
+$1,396.05 
UGL ProShares Ultra Gold
+1.18%
+$18,783.6 
XOM Exxon Mobil Corporation
+0.94%
+$4,562.41 
CTA Simplify Managed Futures Strategy ETF
+0.93%
+$18,990.5 
TSLA Tesla, Inc.
+0.68%
+$517.44 
UNH UnitedHealth Group Incorporated
+0.67%
+$2,229.46 
GLD SPDR Gold Shares
+0.63%
+$17,143.7 
QCOM QUALCOMM Incorporated
+0.61%
+$234 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+0.42%
+$9,415.15 
AFL Aflac Inc.
+0.29%
+$9.45 
AAPL Apple Inc.
+0.22%
+$2,625.06 
PG Procter & Gamble Co
+0.2%
+$580.02 
NUV Nuveen Municipal Value Fund, Inc.
+0.11%
+$22.75 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.1%
+$1,725.03 
CAOS Alpha Architect Tail Risk ETF
+0.07%
+$1,307.09 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$95.9 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$83.14 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$74.25 
SHV iShares Short Treasury Bond ETF
+0.03%
+$0.54 
ARP PMV Adaptive Risk Parity ETF
0%
$0 
CSHI Neos Enhanced Income Cash Alternative ETF
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$6,108.18 
AMAT Applied Materials, Inc.
-5.12%
-$5,581.44 
INTU Intuit Inc.
-3.52%
-$1,048.29 
RIVN Rivian Automotive, Inc.
-2.91%
-$742.44 
ACB Aurora Cannabis Inc.
-2.9%
-$0.99 
ADBE Adobe Inc.
-2.39%
-$672.88 
DAL Delta Air Lines, Inc.
-2.15%
-$1.96 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
-2.08%
-$7,826.65 
NVO Novo Nordisk A/S Sponsored ADR
-1.78%
-$4,535.12 
UBT ProShares Ultra 20+ Year Treasury
-1.33%
-$15,636.8 
AMZN Amazon.com Inc
-0.94%
-$1,835.21 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$348.3 
META Meta Platforms Inc Class A
-0.86%
-$435.2 
SBUX Starbucks Corporation
-0.79%
-$353.46 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-0.68%
-$8,025.4 
TLT iShares 20+ Year Treasury Bond ETF
-0.67%
-$16,658.37 
TQQQ ProShares UltraPro QQQ
-0.47%
-$11,352.96 
EET ProShares Ultra MSCI Emerging Markets
-0.46%
-$14 
SSO ProShares Ultra S&P500
-0.44%
-$14,897.92 
TMUS T-Mobile US, Inc.
-0.42%
-$199.43 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$304.76 
WMT Walmart Inc.
-0.39%
-$135 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
-0.3%
-$22.96 
MSFT Microsoft Corp.
-0.3%
-$152.44 
QLD ProShares Ultra QQQ
-0.3%
-$12,862.36 
EFO ProShares Ultra MSCI EAFE
-0.25%
-$2,841.21 
EURL Direxion Daily FTSE Europe Bull 3X Shares
-0.19%
-$749.2 
IVV iShares Core S&P 500 ETF
-0.18%
-$15,350.96 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$3,701 
GOOG Alphabet Inc
-0.12%
-$106.4 
NFLX Netflix, Inc.
-0.1%
-$48.32 
COST Costco Wholesale Corporation
-0.08%
-$37.5 
NVDA NVIDIA Corporation
-0.06%
-$55.02 Events
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Dividends
Dividend Analysis
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| Trades 511 | Longs Won 311/511 60% | Profit Factor 3.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $132,819.45 |
| Average Win $43,637.86 | Best Trade (Aug 15) $1.74M | Sharpe Ratio -59.29 |
| Average Loss -$17,408.33 | Worst Trade (Aug 15) -$676,975.15 | Z-Score 0.75 (54.6%) |
| Commissions $0 | Avg. Trade Length 7m 2w 1d | Expectancy $21,102.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,717 | 3,346 | 2,974 | 2,602 | 2,230 | 1,859 | 1,487 | 1,115 | 743 | 372 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,918 | $981,303.99 | $1.2M | - | $217,329.75 | 22.15% | +0.219% |
| ACB Aurora Cannabis Inc. | 9 | $38 | $33.12 | - | -$4.88 | -12.84% | -2.902% |
| ADBE Adobe Inc. | 104 | $37,857.2 | $27,458.08 | - | -$10,399.12 | -27.47% | -2.392% |
| AFL Aflac Inc. | 27 | $3,020.63 | $3,279.15 | - | $258.52 | 8.56% | +0.289% |
| AMAT Applied Materials, Inc. | 204 | $40,013.96 | $103,464.72 | - | $63,450.76 | 158.57% | -5.118% |
| AMD Advanced Micro Devices, Inc. | 245 | $44,343.54 | $126,025.55 | - | $81,682.01 | 184.2% | +6.497% |
| AMZN Amazon.com Inc | 740 | $163,712.24 | $194,360.99 | - | $30,648.75 | 18.72% | -0.935% |
| ARP PMV Adaptive Risk Parity ETF | 613,521 | $17.37M | $16.68M | - | -$693,592.62 | -3.99% | 0.0 |
| AVGO Broadcom Inc. | 246 | $60,561.03 | $96,675.54 | - | $36,114.51 | 59.63% | -5.943% |
| BTAL AGF U.S. Market Neutral Anti-Beta Fund | 188,303 | $3.32M | $2.23M | - | -$1.09M | -32.79% | +0.423% |
| CAOS Alpha Architect Tail Risk ETF | 20,109 | $1.82M | $1.82M | - | $2,212.23 | 0.12% | +0.072% |
| COST Costco Wholesale Corporation | 50 | $45,947.83 | $48,055 | - | $2,107.17 | 4.59% | -0.078% |
| CSHI Neos Enhanced Income Cash Alternative ETF | 4,836 | $240,911.9 | $240,300.84 | - | -$611.06 | -0.25% | 0.0 |
| CTA Simplify Managed Futures Strategy ETF | 75,962 | $2.09M | $2.07M | - | -$20,721.08 | -0.99% | +0.928% |
| DAL Delta Air Lines, Inc. | 1 | $69.4 | $89.35 | - | $19.95 | 28.75% | -2.147% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 57,501 | $1.76M | $1.8M | - | $42,550.35 | 2.42% | +0.096% |
| DIG ProShares Ultra Energy ETF | 43,141 | $2.02M | $2.84M | - | $820,254.64 | 40.7% | +2.703% |
| EET ProShares Ultra MSCI Emerging Markets | 28 | $2,345.33 | $3,064.6 | - | $719.27 | 30.67% | -0.455% |
| EFO ProShares Ultra MSCI EAFE | 14,206 | $903,488.61 | $1.12M | - | $219,211.56 | 24.26% | -0.252% |
| EURL Direxion Daily FTSE Europe Bull 3X Shares | 7,492 | $283,275.52 | $384,864.04 | - | $101,588.52 | 35.86% | -0.194% |
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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 Nall?
The largest contributions to the portfolio's profits come from the following stocks: ProShares Ultra Gold - $1.27M, PMV Adaptive Risk Parity ETF - $979,379.4, ProShares Ultra MSCI Emerging Markets - $511,828.85, SPDR Gold Shares - $230,805.23, and ProShares Ultra MSCI EAFE - $226,360.5. 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: AGF U.S. Market Neutral Anti-Beta Fund - $482,922.55, WisdomTree Bloomberg U.S. Dollar Bullish Fund - $51,985.29, Oracle Corporation - $23,787, KraneShares Mount Lucas Managed Futures Index Strategy ETF - $14,514.81, and iMGP DBi Managed Futures Strategy ETF - $11,710.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Nall's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.85M earned over time. The largest contributors to dividend income include PMV Adaptive Risk Parity ETF - $979,379.4, Simplify Managed Futures Strategy ETF - $189,640.55, iShares 20+ Year Treasury Bond ETF - $137,186.49, iShares Core S&P 500 ETF - $114,662.2, and AGF U.S. Market Neutral Anti-Beta Fund - $73,280.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Nall's monthly returns?
Andrew Nall'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 Andrew Nall's strategy be considered aggressive or moderate?
Andrew Nall'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 Andrew Nall's strategy?
Andrew Nall'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.
