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:
35.3%
Gain -0.09%
Monthly
1.42%
Yearly
18.41%
Drawdown
10.06%
$64.86M
Equity
Holdings
$64.86M
Investment
$56.96M
$13.39M
Profit -$72,589.67
Realized
$5.49M
Unrealized
$7.9M
Dividends
$1.95M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$72,589.67
Win %
56%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$536,096.13
Win %
56%
This Month
Compared to last month
Gain
0.94%
Profit
$636,263.76
Win %
56%
This Year
Compared to last year
Gain
2.07%
Profit
$1.38M
Win %
57%
INTU Intuit Inc.
+6.44%
+$1,659.59 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
+4.57%
+$14,810.43 
ADBE Adobe Inc.
+4.21%
+$1,055 
UNH UnitedHealth Group Incorporated
+4.01%
+$13,263.98 
NVO Novo Nordisk A/S Sponsored ADR
+3.83%
+$7,977.44 
NFLX Netflix, Inc.
+3.1%
+$1,322.76 
EURL Direxion Daily FTSE Europe Bull 3X Shares
+3.03%
+$9,254.12 
SBUX Starbucks Corporation
+2.88%
+$1,103.54 
UBT ProShares Ultra 20+ Year Treasury
+2.7%
+$28,928.08 
WMT Walmart Inc.
+2.29%
+$799.5 
UGL ProShares Ultra Gold
+2.28%
+$31,619.06 
QCOM QUALCOMM Incorporated
+1.73%
+$699.66 
TLT iShares 20+ Year Treasury Bond ETF
+1.48%
+$35,285.52 
NUV Nuveen Municipal Value Fund, Inc.
+1.33%
+$244.56 
MSFT Microsoft Corp.
+1.22%
+$671.56 
GLD SPDR Gold Shares
+1.08%
+$27,688.21 
PG Procter & Gamble Co
+0.98%
+$3,060 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+0.74%
+$17,888.78 
COST Costco Wholesale Corporation
+0.63%
+$310 
EFO ProShares Ultra MSCI EAFE
+0.47%
+$4,693.66 
AAPL Apple Inc.
+0.41%
+$5,544.01 
AFL Aflac Inc.
+0.41%
+$12.96 
ACB Aurora Cannabis Inc.
+0.36%
+$0.14 
TMUS T-Mobile US, Inc.
+0.17%
+$69.93 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+0.16%
+$1,848.98 
GOOG Alphabet Inc
+0.12%
+$110.39 
RIVN Rivian Automotive, Inc.
+0.12%
+$24.21 
SSO ProShares Ultra S&P500
+0.09%
+$3,026.14 
IVV iShares Core S&P 500 ETF
+0.05%
+$4,294 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$95.42 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$48.36 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.27 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$20.79 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$12.37 
ARP PMV Adaptive Risk Parity ETF
-16.29%
-$3.25M 
AMD Advanced Micro Devices, Inc.
-3.97%
-$5,554.15 
SPCX Space Exploration Technologies Corp. Class A
-3.94%
-$1,617.62 
AMAT Applied Materials, Inc.
-3.67%
-$3,347.64 
DIG ProShares Ultra Energy ETF
-3.02%
-$101,165.65 
EET ProShares Ultra MSCI Emerging Markets
-2.33%
-$65.13 
AVGO Broadcom Inc.
-2.3%
-$1,961.85 
TQQQ ProShares UltraPro QQQ
-2.06%
-$48,250.08 
TSLA Tesla, Inc.
-1.97%
-$1,623.66 
NVDA NVIDIA Corporation
-1.96%
-$1,701.69 
TXN Texas Instruments Inc
-1.91%
-$1,215.88 
QLD ProShares Ultra QQQ
-1.41%
-$59,718.1 
XOM Exxon Mobil Corporation
-1.31%
-$7,103.84 
XLK State Street Technology Select Sector SPDR ETF
-1.28%
-$978.44 
CTA Simplify Managed Futures Strategy ETF
-0.84%
-$18,990.5 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.82%
-$15,525.27 
QQQ Invesco QQQ Trust, Series 1
-0.68%
-$18,319.99 
META Meta Platforms Inc Class A
-0.64%
-$402.9 
MU Micron Technology, Inc.
-0.46%
-$1,559.14 
AMZN Amazon.com Inc
-0.33%
-$621.6 
DAL Delta Air Lines, Inc.
-0.27%
-$0.21 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
-0.18%
-$14.35 
CAOS Alpha Architect Tail Risk ETF
-0.01%
-$251.36 Events
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Dividends
Dividend Analysis
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| Trades 511 | Longs Won 302/511 59% | Profit Factor 3.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $131,196.13 |
| Average Win $45,261.84 | Best Trade (Oct 14) $1.7M | Sharpe Ratio -59.24 |
| Average Loss -$16,845.69 | Worst Trade (Oct 14) -$613,650.07 | Z-Score -0.78 (56.58%) |
| Commissions $0 | Avg. Trade Length 8m | Expectancy $26,211.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,846 | 3,462 | 3,077 | 2,692 | 2,308 | 1,923 | 1,538 | 1,154 | 769 | 385 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,918 | $981,303.99 | $1.35M | - | $367,957.26 | 37.5% | +0.413% |
| ACB Aurora Cannabis Inc. | 9 | $38 | $37.66 | - | -$0.34 | -0.89% | +0.36% |
| ADBE Adobe Inc. | 104 | $37,857.2 | $26,085.72 | - | -$11,771.48 | -31.09% | +4.215% |
| AFL Aflac Inc. | 27 | $3,020.63 | $3,204.63 | - | $184 | 6.09% | +0.406% |
| AMAT Applied Materials, Inc. | 204 | $40,013.96 | $87,764.88 | - | $47,750.92 | 119.34% | -3.674% |
| AMD Advanced Micro Devices, Inc. | 245 | $44,343.54 | $134,296.75 | - | $89,953.21 | 202.86% | -3.971% |
| AMZN Amazon.com Inc | 740 | $163,712.24 | $187,397.6 | - | $23,685.36 | 14.47% | -0.331% |
| ARP PMV Adaptive Risk Parity ETF | 613,521 | $17.37M | $16.68M | - | -$693,592.62 | -3.99% | -16.293% |
| AVGO Broadcom Inc. | 246 | $60,561.03 | $83,215.65 | - | $22,654.62 | 37.41% | -2.303% |
| BTAL AGF U.S. Market Neutral Anti-Beta Fund | 188,303 | $3.32M | $2.42M | - | -$898,313.84 | -27.04% | +0.743% |
| CAOS Alpha Architect Tail Risk ETF | 20,109 | $1.82M | $1.83M | - | $17,444.8 | 0.96% | -0.014% |
| COST Costco Wholesale Corporation | 50 | $45,947.83 | $49,410 | - | $3,462.17 | 7.54% | +0.631% |
| CSHI Neos Enhanced Income Cash Alternative ETF | 4,836 | $240,911.9 | $239,913.96 | - | -$997.94 | -0.41% | +0.02% |
| CTA Simplify Managed Futures Strategy ETF | 75,962 | $2.09M | $2.24M | - | $158,549.24 | 7.6% | -0.839% |
| DAL Delta Air Lines, Inc. | 1 | $69.4 | $76.44 | - | $7.04 | 10.14% | -0.274% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 57,501 | $1.76M | $1.89M | - | $125,351.79 | 7.12% | -0.817% |
| DIG ProShares Ultra Energy ETF | 43,141 | $2.02M | $3.25M | - | $1.24M | 61.43% | -3.016% |
| EET ProShares Ultra MSCI Emerging Markets | 28 | $2,345.33 | $2,734.76 | - | $389.43 | 16.6% | -2.326% |
| EFO ProShares Ultra MSCI EAFE | 14,206 | $903,488.61 | $994,846.18 | - | $91,357.57 | 10.11% | +0.474% |
| EURL Direxion Daily FTSE Europe Bull 3X Shares | 7,492 | $283,275.52 | $314,589.08 | - | $31,313.56 | 11.05% | +3.031% |
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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 - $511,842.09, SPDR Gold Shares - $230,805.23, and ProShares Ultra MSCI EAFE - $230,395. 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 $1.95M earned over time. The largest contributors to dividend income include PMV Adaptive Risk Parity ETF - $979,379.4, Simplify Managed Futures Strategy ETF - $199,515.61, iShares 20+ Year Treasury Bond ETF - $156,167.68, iShares Core S&P 500 ETF - $138,307.22, 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.
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