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:
4.03%
Gain
Monthly
0.21%
Yearly
2.6%
Drawdown
25.58%
$63.5M
Equity
Holdings
$63.5M
Investment
$53.75M
$11.29M
Profit -$769,028
Realized
$1.54M
Unrealized
$9.75M
Dividends
$2.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$769,028
Win %
65%
This Week
Compared To Last Week
Gain
-1.3%
Profit
-$834,588.68
Win %
65%
This Month
Compared to last month
Gain
-1.29%
Profit
-$828,441.03
Win %
65%
This Year
Compared to last year
Gain
7.11%
Profit
$4.22M
Win %
68%
TAP Molson Coors Beverage Company
+4.75%
+$13.16 
LKQ LKQ Corporation
+3.81%
+$7.6 
UNH UnitedHealth Group Incorporated
+3.73%
+$13,042.71 
INTU Intuit Inc.
+3.51%
+$560.31 
VLO Valero Energy Corporation
+3.33%
+$29.19 
ABBV AbbVie Inc.
+3.17%
+$23.22 
BCO Brink's Company
+3.16%
+$14.16 
VTRS Viatris Inc.
+3.15%
+$9.45 
SBUX Starbucks Corporation
+3.07%
+$1,085.28 
ADT ADT Inc.
+3.03%
+$8.2 
AMCR Amcor plc
+2.96%
+$10.28 
MAIN Main Street Capital Corporation
+2.96%
+$3.16 
CAG Conagra Brands Inc.
+2.88%
+$2.44 
TMUS T-Mobile US, Inc.
+2.82%
+$1,158.51 
OMC Omnicom Group Inc.
+2.64%
+$10.7 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+2.64%
+$75,219.4 
T AT&T Inc.
+2.5%
+$12.3 
DIG ProShares Ultra Energy ETF
+2.44%
+$10,032.35 
GEF-B Greif, Inc.
+2.42%
+$13.02 
XRAY Dentsply Sirona Inc.
+2.28%
+$5.18 
NOMD Nomad Foods Ltd.
+2.21%
+$3.31 
COST Costco Wholesale Corporation
+2.21%
+$870.32 
HRB H&R Block Inc.
+2.2%
+$3.62 
MTB M&T Bank Corporation
+2.19%
+$10.88 
DIVY Sound Equity Dividend Income Fund
+2.11%
+$17.98 
PRU Prudential Financial, Inc.
+2.06%
+$7.11 
ADBE Adobe Inc.
+1.97%
+$310.1 
WMT Walmart Inc.
+1.88%
+$633.3 
NVO Novo Nordisk A/S Sponsored ADR
+1.79%
+$4,784.73 
VNQ Vanguard Real Estate ETF
+1.64%
+$3.2 
GPN Global Payments Inc.
+1.61%
+$5.04 
PG Procter & Gamble Co
+1.59%
+$4,699.98 
KVUE Kenvue Inc.
+1.55%
+$0.29 
XLRE The Real Estate Select Sector SPDR Fund
+1.49%
+$2.66 
XOM Exxon Mobil Corporation
+1.49%
+$6,583.3 
RSPR Invesco S&P 500 Equal Weight Real Estate ETF
+1.45%
+$2.66 
AFL Aflac Inc.
+1.45%
+$45.5 
RWAY Runway Growth Finance Corp
+1.33%
+$0.23 
PFE Pfizer Inc.
+1.33%
+$4.95 
STLA Stellantis N.V.
+1.27%
+$1.87 
IBM International Business Machines Corporation
+1.21%
+$2.55 
LYB LyondellBasell Industries N.V.
+1.19%
+$4.14 
TSN Tyson Foods Inc.
+1.17%
+$3.35 
MSFT Microsoft Corp.
+1.11%
+$373.15 
AAPL Apple Inc.
+0.97%
+$12,343.98 
SNY Sanofi American Depositary Receipt
+0.9%
+$1.98 
AMZN Amazon.com Inc
+0.52%
+$938.52 
ARCC Ares Capital Corporation
+0.37%
+$0.63 
HYHG ProShares High Yield-Interest Rate Hedged ETF
+0.36%
+$0.94 
HTGC Hercules Capital Inc.
+0.34%
+$0.33 
WHF WhiteHorse Finance, Inc.
+0.31%
+$0.08 
FXED Sound Enhanced Fixed Income Fund
+0.29%
+$4.7 
PFLT PennantPark Floating Rate Capital Ltd.
+0.21%
+$0.18 
DOW Dow Inc.
+0.12%
+$0.14 
TSLX Sixth Street Specialty Lending Inc.
+0.12%
+$0.16 
GOOG Alphabet Inc
+0.1%
+$90.16 
DAL Delta Air Lines, Inc.
+0.07%
+$78.06 
IGBH iShares Interest Rate Hedged Long-Term Corporate Bond ETF
+0.06%
+$0.15 
OBDC Blue Owl Capital Corporation
+0.04%
+$0.06 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$99.58 
PFLD AAM Low Duration Preferred and Income Securities ETF
+0.03%
+$0.04 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$45.74 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.02%
+$0.06 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$0.03 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$17.15 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SNDK SanDisk Corporation
-11.72%
-$378.52 
WDC Western Digital Corporation
-9.6%
-$246.7 
EDC Direxion Daily MSCI Emerging Markets Bull 3X Shares
-6.45%
-$36,227.95 
MU Micron Technology, Inc.
-6.35%
-$21,119.52 
AMD Advanced Micro Devices, Inc.
-5.46%
-$6,726.71 
RIVN Rivian Automotive, Inc.
-5.14%
-$1,476.81 
EET ProShares Ultra MSCI Emerging Markets
-4.35%
-$64,288.36 
TQQQ ProShares UltraPro QQQ
-4.26%
-$88,874.12 
TXN Texas Instruments Inc
-4.08%
-$2,507.16 
QCOM QUALCOMM Incorporated
-3.68%
-$1,311 
AVGO Broadcom Inc.
-3.58%
-$3,219.36 
UGL ProShares Ultra Gold
-3.37%
-$66,963 
CSCO Cisco Systems, Inc.
-3.35%
-$22.44 
QLD ProShares Ultra QQQ
-2.79%
-$81,669.12 
NVDA NVIDIA Corporation
-2.77%
-$2,108.62 
XLK State Street Technology Select Sector SPDR ETF
-2.49%
-$1,810.52 
AMAT Applied Materials, Inc.
-2.33%
-$2,586.24 
ACB Aurora Cannabis Inc.
-1.88%
-$0.45 
C Citigroup Inc.
-1.86%
-$17.6 
BNY BlackRock New York Municipal Income Trust
-1.85%
-$15.05 
GLD SPDR Gold Shares
-1.73%
-$40,476.85 
ST Sensata Technologies Holding plc
-1.52%
-$3.4 
META Meta Platforms Inc Class A
-1.52%
-$757.01 
TSLA Tesla, Inc.
-1.47%
-$1,196.46 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$40,642.52 
BKR Baker Hughes Company
-1.17%
-$2.68 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-1.17%
-$13,247 
PFXF VanEck Preferred Securities ex Financials ETF
-1.1%
-$2.34 
TTE TotalEnergies SE
-1.09%
-$5.28 
PFG Principal Financial Group, Inc.
-1.02%
-$4.62 
ARP PMV Adaptive Risk Parity ETF
-0.96%
-$189,913.64 
UBT ProShares Ultra 20+ Year Treasury
-0.96%
-$9,355.5 
EURL Direxion Daily FTSE Europe Bull 3X Shares
-0.8%
-$5,783.25 
SSO ProShares Ultra S&P500
-0.74%
-$20,947.4 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
-0.7%
-$2,335.19 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.64%
-$1.75 
EFO ProShares Ultra MSCI EAFE
-0.61%
-$11,465.61 
CTA Simplify Managed Futures Strategy ETF
-0.52%
-$19,320.14 
SPFF Global X SuperIncome Preferred Mutual Fund
-0.51%
-$1.06 
NUV Nuveen Municipal Value Fund, Inc.
-0.49%
-$101.3 
GBDC Golub Capital BDC, Inc.
-0.45%
-$0.72 
PFFD Global X U.S. Preferred ETF
-0.4%
-$0.68 
IVV iShares Core S&P 500 ETF
-0.38%
-$30,834.36 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$6,131.33 
CSWC Capital Southwest Corporation
-0.15%
-$0.07 
PGX Invesco Preferred ETF
-0.14%
-$0.24 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
-0.11%
-$0.23 
PSK SPDR ICE Preferred Securities ETF
-0.1%
-$0.18 
NFLX Netflix, Inc.
-0.05%
-$20.4 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.05%
-$0.1 
FPE First Trust Preferred Securities and Income ETF
-0.02%
-$0.05 Events
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Dividends
Dividend Analysis
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| Trades 461 | Longs Won 215/461 46% | Profit Factor 5.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $157,854.74 |
| Average Win $63,868.65 | Best Trade (Jul 15) $2.14M | Sharpe Ratio -11.15 |
| Average Loss -$9,916.83 | Worst Trade (Jul 15) -$1.2M | Z-Score -4.59 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 3d | Expectancy $24,495.05 |
| 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 | 6,410 | 5,769 | 5,128 | 4,487 | 3,846 | 3,205 | 2,564 | 1,923 | 1,282 | 641 |
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Returns
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