Andrew J. Swenson Portfolio
Invests via ARS Wealth Advisors Group LLC | Managed by Anthony Anderson, Michael Murray, Andrew Swenson
Invests via ARS Wealth Advisors Group LLC
Managed by Anthony Anderson, Michael Murray, Andrew Swenson
Automatically Tracked
Andrew J. Swenson Profile
Andrew J. Swenson has made significant contributions to the field of finance through his role as a respected investment professional with expertise in institutional investment and asset management. His background includes leading initiatives focused on strategic growth, performance enhancement, and operational efficiency within various financial organizations. Having a strong foundation in both quantitative analysis and qualitative insights, he excels at navigating complex market dynamics. Swenson’s extensive experience is complemented by an academic pedigree that informs his decision-making processes, making him a notable figure for those engaged in capital markets or corporate governance.
Andrew J. Swenson has made significant contributions to the field of finance through his role as a respected investment professional with expertise in institutional investment and asset management. His background includes leading initiatives focused on strategic growth, performance enhancement, and operational efficiency within various financial organizations. Having a strong foundation in both quantitative analysis and qualitative insights, he excels at navigating complex market dynamics. Swenson’s extensive experience is complemented by an academic pedigree that informs his decision-making processes, making him a notable figure for those engaged in capital markets or corporate governance.
Investment Philosophy & Strategy
Opportunities in complex financial markets guide investment choices for Andrew J. Swenson, whose deep expertise informs a discerning approach to value creation. A focus on operational improvement shapes decision-making, enabling him to identify and cultivate high-potential assets while optimizing returns. His leadership experience within various financial institutions equips him with the agility to respond swiftly to market shifts. Utilizing both quantitative insights and qualitative assessments allows for a nuanced understanding of sector dynamics that drive performance enhancement initiatives. By integrating strategic foresight with disciplined execution, he stands out as an influential contributor in institutional investing.
Opportunities in complex financial markets guide investment choices for Andrew J. Swenson, whose deep expertise informs a discerning approach to value creation. A focus on operational improvement shapes decision-making, enabling him to identify and cultivate high-potential assets while optimizing returns. His leadership experience within various financial institutions equips him with the agility to respond swiftly to market shifts. Utilizing both quantitative insights and qualitative assessments allows for a nuanced understanding of sector dynamics that drive performance enhancement initiatives. By integrating strategic foresight with disciplined execution, he stands out as an influential contributor in institutional investing.
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:
74.76%
Gain -0.26%
Monthly
1.05%
Yearly
13.36%
Drawdown
14.3%
$1.29B
Equity
Holdings
$1.29B
Investment
$923.23M
$457.56M
Profit -$2.37M
Realized
$86.57M
Unrealized
$370.98M
Dividends
$73.82M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$2.37M
Win %
75%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$2.37M
Win %
75%
This Month
Compared to last month
Gain
-0.53%
Profit
-$6.84M
Win %
75%
This Year
Compared to last year
Gain
2.45%
Profit
$31.07M
Win %
76%
PANW Palo Alto Networks, Inc.
+13.09%
+$51,082.21 
CRM Salesforce Inc
+4.68%
+$28,102.78 
DVA DaVita Inc.
+4.36%
+$33,264 
GSK GSK plc Sponsored ADR
+3.99%
+$245,064.96 
YUM Yum! Brands, Inc.
+3.89%
+$9,829.12 
NFLX Netflix, Inc.
+3.77%
+$46,144.76 
HONA Honeywell Aerospace Inc.
+3.68%
+$267,172.92 
MCK McKesson Corporation
+3.31%
+$8,602.2 
GOOGL Alphabet Inc
+3.22%
+$224,943.84 
ADP Automatic Data Processing Inc.
+3.12%
+$7,842.69 
GOOG Alphabet Inc
+3.06%
+$1.22M 
BDX Becton, Dickinson and Company
+2.84%
+$148,485.15 
META Meta Platforms Inc Class A
+2.71%
+$267,995.21 
IBM International Business Machines Corporation
+2.4%
+$242,587.8 
MO Altria Group, Inc.
+2.38%
+$230,742.51 
SYK Stryker Corporation
+2.31%
+$4,936.75 
WM Waste Management, Inc.
+2.18%
+$7,061.64 
UPS United Parcel Service, Inc.
+2.16%
+$128,889.32 
PM Philip Morris International Inc.
+2%
+$11,268.45 
MCD McDonald's Corporation
+1.98%
+$37,249.35 
MSFT Microsoft Corp.
+1.97%
+$861,461.52 
AKRE Akre Focus ETF
+1.97%
+$16,102.21 
LLY Eli Lilly and Company
+1.92%
+$48,498.45 
DIS The Walt Disney Company
+1.92%
+$31,693.44 
GM General Motors Company
+1.81%
+$7,884.85 
WMT Walmart Inc.
+1.8%
+$293,145.77 
T AT&T Inc.
+1.78%
+$12,187.65 
ABBV AbbVie Inc.
+1.78%
+$42,818.42 
COST Costco Wholesale Corporation
+1.56%
+$39,620.28 
AFL Aflac Inc.
+1.48%
+$4,738.41 
XLV Health Care Select Sector SPDR Fund
+1.43%
+$5,176.08 
VZ Verizon Communications Inc.
+1.35%
+$293,049.85 
V Visa Inc. Class A
+1.32%
+$13,600.56 
LMND Lemonade Inc.
+1.29%
+$2,315.04 
KO The Coca-Cola Company
+1.22%
+$31,901.7 
THQ Abrdn Healthcare Opportunities Fund
+1.22%
+$2,435.24 
ABT Abbott Laboratories
+1.11%
+$8,984.63 
AMGN Amgen Inc.
+1.1%
+$13,927.4 
LMT Lockheed Martin Corporation
+1.01%
+$83,486.78 
AXP American Express Company
+0.97%
+$3,899.7 
CVS CVS Health Corporation
+0.93%
+$7,084 
MA Mastercard Incorporated
+0.92%
+$158,863.43 
FTCS First Trust Capital Strength ETF
+0.92%
+$8,992.56 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$138,864.98 
AWK American Water Works Company, Inc.
+0.89%
+$2,684 
DE Deere & Company
+0.87%
+$3,333.74 
BRK-A Berkshire Hathaway Inc.
+0.83%
+$6,340.95 
JANU AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.75%
+$12,038.72 
NKE Nike, Inc. - Class B
+0.75%
+$1,728.1 
LOW Lowe's Companies Inc.
+0.73%
+$4,701.6 
BMY Bristol-Myers Squibb Company
+0.72%
+$2,194.2 
HD The Home Depot, Inc.
+0.7%
+$75,607.14 
FEBU AllianzIM U.S. Buffered ETF Feb Series
+0.69%
+$14,385.26 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.68%
+$3,387.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$3,295.82 
TMO Thermo Fisher Scientific Inc.
+0.64%
+$110,360.79 
MRK Merck & Co., Inc.
+0.63%
+$161,541.38 
PG Procter & Gamble Co
+0.61%
+$115,936.48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$202,783.52 
RNST Renasant Corporation
+0.56%
+$2,383.72 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$1,208.07 
HDV iShares Core High Dividend ETF
+0.55%
+$2,178.4 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.51%
+$18,735.68 
FDLO Fidelity Low Volatility Factor ETF
+0.49%
+$1,643.94 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.42%
+$1,813.8 
WAT Waters Corporation
+0.42%
+$2,970.27 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.41%
+$6,220.03 
OKE ONEOK, Inc.
+0.35%
+$841.5 
KMI Kinder Morgan, Inc.
+0.34%
+$30,448.53 
JNJ Johnson & Johnson
+0.28%
+$90,829.5 
UNP Union Pacific Corporation
+0.27%
+$3,347.04 
GD General Dynamics Corporation
+0.26%
+$7,809.52 
EIX Edison International
+0.25%
+$625.1 
DDFF Innovator Equity Dual Directional 15 Buffer ETF - February
+0.25%
+$7,144.6 
AAPL Apple Inc.
+0.24%
+$145,028.88 
HSY The Hershey Company
+0.23%
+$1,115.01 
DDFM Innovator Equity Dual Directional 15 Buffer ETF - March
+0.2%
+$922.84 
FNK First Trust Mid Cap Value Fund
+0.2%
+$1,445.44 
SRLN SPDR Blackstone Senior Loan ETF
+0.17%
+$25,622.45 
D Dominion Energy, Inc.
+0.17%
+$377.63 
MPC Marathon Petroleum Corporation
+0.15%
+$700.92 
RSP Invesco S&P 500 Equal Weight ETF
+0.08%
+$245.65 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
+0.07%
+$1,073.58 
SCHW Charles Schwab Corporation
+0.06%
+$191.4 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
+0.04%
+$313.72 
SPLV Invesco S&P 500 Low Volatility ETF
+0.04%
+$116.82 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.04%
+$71,285.78 
PFE Pfizer Inc.
+0.04%
+$359.44 
DVY iShares Select Dividend ETF
+0.01%
+$38.18 
PEP PepsiCo, Inc.
0%
-$0.55 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
POCT Innovator U.S. Equity Power Buffer ETF - October
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
DDFA Innovator Equity Dual Directional 15 Buffer ETF - April
0%
$0 ARLU
ARLU
0%
$0 MARU
MARU
0%
$0 
GLW Corning Incorporated
-13.61%
-$118,346.25 
GEV GE Vernova Inc.
-8.62%
-$52,381.15 
LRCX Lam Research Corporation
-8.29%
-$48,965.4 
ETN Eaton Corporation plc
-7.59%
-$42,822.29 
CEG Constellation Energy Corporation
-7.09%
-$33,539.16 
AMAT Applied Materials, Inc.
-7.07%
-$67,432.94 
SOLS Sollensys Corp
-6.09%
-$64,443.75 
JCI Johnson Controls International plc
-5.65%
-$26,342.25 
INTC Intel Corporation
-5.59%
-$20,705.75 
MU Micron Technology, Inc.
-5.25%
-$20,235.85 
RRX Regal Rexnord Corporation
-5.18%
-$7,939.04 
BAC Bank of America Corporation
-5.14%
-$535,814.4 
SMH VanEck Semiconductor ETF
-4.89%
-$9,084.07 
AVGO Broadcom Inc.
-4.77%
-$2.37M 
AMD Advanced Micro Devices, Inc.
-4.4%
-$18,925.76 
CAT Caterpillar Inc.
-4.27%
-$178,089.18 
GS The Goldman Sachs Group, Inc.
-3.97%
-$455,280.56 
ORCL Oracle Corporation
-3.75%
-$18,697.23 
MS Morgan Stanley
-3.63%
-$11,568.86 
NVDA NVIDIA Corporation
-3.35%
-$584,421.48 
GDX VanEck Gold Miners ETF
-3.04%
-$26,659.13 
EMR Emerson Electric Co.
-2.56%
-$14,147.93 
PSLV Sprott Physical Silver Trust
-2.53%
-$10,918 
IXN iShares Global Tech ETF
-2.47%
-$5,643.54 
SLV iShares Silver Trust
-2.2%
-$114,021.12 
ROK Rockwell Automation, Inc.
-2.19%
-$6,003.2 
VLO Valero Energy Corporation
-1.93%
-$21,112 
C Citigroup Inc.
-1.9%
-$3,894 
GE General Electric Company
-1.88%
-$14,871.68 
CSCO Cisco Systems, Inc.
-1.85%
-$303,840.81 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$804,464.72 
FSV FirstService Corporation
-1.79%
-$39,520 
XEL Xcel Energy Inc.
-1.77%
-$4,392.52 
TSLA Tesla, Inc.
-1.77%
-$32,168.84 
JPM JPMorgan Chase & Co.
-1.71%
-$667,908.57 
GLD SPDR Gold Shares
-1.51%
-$316,363.43 
IAU iShares Gold Trust
-1.44%
-$6,600.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.33%
-$5,000.35 
RYT Invesco S&P 500 Equal Weight ETF
-1.33%
-$3,096 
SCHF Schwab International Equity ETF
-1.31%
-$4,018.57 
BLK BlackRock, Inc.
-1.28%
-$33,159.61 
AMZN Amazon.com Inc
-1.26%
-$535,163.76 
WMB The Williams Companies, Inc.
-1.22%
-$2,891.61 
RTX RTX Corporation
-1.17%
-$56,921.2 
GLXY Galaxy Digital Inc. Class A Common Stock
-1.11%
-$2,619 
QCOM QUALCOMM Incorporated
-1%
-$4,080.44 
XLE Energy Select Sector SPDR Fund
-0.92%
-$3,278.4 
AEP American Electric Power Company, Inc.
-0.89%
-$9,233.4 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$3,737.58 
CVX Chevron Corporation
-0.89%
-$255,000.67 
NEE NextEra Energy, Inc.
-0.81%
-$7,556.26 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$9,940.8 
DBL DoubleLine Opportunistic Credit Fund
-0.78%
-$1,358.5 
COF Capital One Financial Corporation
-0.76%
-$2,157.63 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$2,248.8 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
-0.73%
-$5,854.09 
FNY First Trust Mid Cap Growth Fund
-0.72%
-$5,151.17 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.71%
-$1,431.04 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$2,464.66 
PNC The PNC Financial Services Group, Inc.
-0.64%
-$6,058.95 
TFC Truist Financial Corporation
-0.6%
-$2,777.94 
IWO iShares Russell 2000 Growth ETF
-0.57%
-$1,261.78 
WELL Welltower Inc.
-0.56%
-$6,822.9 
EPD Enterprise Products Partners L.P.
-0.54%
-$1,956.15 
VO Vanguard Mid-Cap ETF
-0.52%
-$1,848.84 
COP ConocoPhillips
-0.51%
-$1,560.3 
VTV Vanguard Value ETF
-0.49%
-$3,199.9 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$1,380.82 
IVV iShares Core S&P 500 ETF
-0.47%
-$4,896.73 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.47%
-$438,062.93 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$15,295.86 
SCHK Schwab 1000 Index ETF
-0.46%
-$1,720.91 
VOO Vanguard S&P 500 ETF
-0.46%
-$34,481.82 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.45%
-$3,135.75 
VTHR Vanguard Russell 3000 ETF
-0.45%
-$2,760.17 
DFAU Dimensional US Core Equity Market ETF
-0.45%
-$1,844.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$5,634.04 
IWV ISHARES RUSSELL 3000 ETF
-0.43%
-$1,927.01 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$3,057.08 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.42%
-$1,215.72 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$2,745.44 
VUG Vanguard Growth ETF
-0.36%
-$1,998.38 
IWM iShares Russell 2000 ETF
-0.35%
-$1,233.01 
MGK Vanguard Mega Cap Growth ETF
-0.34%
-$1,372.68 
SHEL Shell plc
-0.33%
-$7,966.35 
ET Energy Transfer L.P.
-0.33%
-$2,417.8 
DUK Duke Energy Corporation
-0.32%
-$55,908.26 
IWR iShares Russell Mid-Cap ETF
-0.29%
-$1,402.56 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.28%
-$53,842.92 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.27%
-$13,181.87 
DDFY Innovator Equity Dual Directional 15 Buffer ETF - May
-0.24%
-$3,889.9 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.23%
-$1,250.7 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.22%
-$2,610.79 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.22%
-$1,288.84 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.21%
-$3,781.89 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$10,595.6 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.2%
-$626.97 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.2%
-$1,090.49 
SO The Southern Company
-0.2%
-$18,738.42 
WEC WEC Energy Group Inc.
-0.16%
-$964.75 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$8,525.52 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.14%
-$5,167.32 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.12%
-$843.12 
MAXJ iShares Large Cap Max Buffer ETF - June
-0.12%
-$277.87 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
-0.12%
-$1,219.16 
NSC Norfolk Southern Corporation
-0.1%
-$247.07 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.09%
-$230.14 
CSX CSX Corporation
-0.08%
-$384.12 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$206.85 
BA Boeing Company
-0.08%
-$150.24 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
-0.07%
-$534.23 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.07%
-$21,564.18 
MUB iShares National Muni Bond ETF
-0.07%
-$950.11 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$796.08 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$453.97 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$2,307.09 
SUB iShares Short-Term National Muni Bond ETF
-0.04%
-$520.88 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$1,544.31 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$92.21 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.03%
-$399.2 
TD The Toronto-Dominion Bank
-0.03%
-$390.6 
QUAL iShares MSCI USA Quality Factor ETF
-0.02%
-$7,802.7 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$52.68 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2640 | Longs Won 1751/2640 66% | Profit Factor 4.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.47M |
| Average Win $289,915.4 | Best Trade (Aug 10) $48.54M | Sharpe Ratio -11.07 |
| Average Loss -$115,924.4 | Worst Trade (Sep 29) -$5.33M | Z-Score 7.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 5d | Expectancy $173,317.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 179,048 | $36.95M | $59.64M | - | $22.69M | 61.39% | +0.244% |
| ABBV AbbVie Inc. | 9,349 | $1.63M | $2.45M | - | $819,639.51 | 50.38% | +1.781% |
| ABT Abbott Laboratories | 7,951 | $1.05M | $819,589.08 | - | -$229,755.88 | -21.9% | +1.108% |
| ADP Automatic Data Processing Inc. | 937 | $209,841.15 | $259,202.31 | - | $49,361.16 | 23.52% | +3.12% |
| AEP American Electric Power Company, Inc. | 8,394 | $872,725.49 | $1.03M | - | $153,273.13 | 17.56% | -0.892% |
| AFL Aflac Inc. | 2,771 | $300,355.85 | $324,179.29 | - | $23,823.44 | 7.93% | +1.483% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,758 | $278,197.01 | $264,505.99 | - | -$13,691.02 | -4.92% | -0.078% |
| AKRE Akre Focus ETF | 14,377 | $941,837.27 | $835,303.67 | - | -$106,533.6 | -11.31% | +1.966% |
| AMAT Applied Materials, Inc. | 2,089 | $412,476.59 | $886,174.69 | - | $473,698.1 | 114.84% | -7.071% |
| AMD Advanced Micro Devices, Inc. | 833 | $483,898.01 | $411,010.53 | - | -$72,887.48 | -15.06% | -4.402% |
| AMGN Amgen Inc. | 3,356 | $937,028.76 | $1.28M | - | $343,285.24 | 36.64% | +1.1% |
| AMZN Amazon.com Inc | 165,174 | $36.24M | $41.88M | - | $5.64M | 15.56% | -1.262% |
| ARLU ARLU | 134,753 | $3,487.18 | $3,477.1 | - | -$10.08 | -0.29% | 0.0 |
| AVGO Broadcom Inc. | 137,281 | $7.73M | $47.32M | - | $39.59M | 512.19% | -4.771% |
| AWK American Water Works Company, Inc. | 2,200 | $306,042 | $305,602 | - | -$440 | -0.14% | +0.886% |
| AXP American Express Company | 1,238 | $406,227.34 | $405,865.92 | - | -$361.42 | -0.09% | +0.97% |
| BA Boeing Company | 939 | $203,265.33 | $197,462.31 | - | -$5,803.02 | -2.85% | -0.076% |
| BAC Bank of America Corporation | 166,144 | $7.9M | $9.88M | - | $1.98M | 25.12% | -5.144% |
| BDX Becton, Dickinson and Company | 29,403 | $4.09M | $5.38M | - | $1.29M | 31.61% | +2.839% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,623 | $240,371.72 | $240,004.5 | - | -$367.22 | -0.15% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Andrew J. Swenson?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $20.9M, Apple Inc - $14.02M, Broadcom Inc - $13.15M, iShares Silver Trust - $7.48M, and Amazon.com Inc - $5.2M. 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: Vanguard FTSE All-World ex-US ETF - $4.4M, Vanguard Emerging Markets Government Bond Fund - $2.92M, Pfizer Inc - $2.75M, Invesco Financial Preferred ETF - $2.75M, and JPMorgan BetaBuilders U.S. Aggregate Bond ETF - $2.26M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew J. Swenson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $73.82M earned over time. The largest contributors to dividend income include T. Rowe Price Ultra Short-Term Bond ETF - $4.58M, Verizon Communications Inc - $4.15M, SPDR Blackstone Senior Loan ETF - $3.86M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $3.68M, and Exxon Mobil Corporation - $3.18M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew J. Swenson's monthly returns?
Andrew J. Swenson's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Andrew J. Swenson's strategy be considered aggressive or moderate?
Andrew J. Swenson's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Andrew J. Swenson's strategy?
Andrew J. Swenson's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
