Andy Bloom Portfolio
Invests via MB Generational Wealth, LLC | Managed by Andy Bloom, Dave Martin
Invests via MB Generational Wealth, LLC
Managed by Andy Bloom, Dave Martin
Automatically Tracked
Andy Bloom Profile
Former Olympic athlete who transitioned into finance, focusing on early-stage sports tech, health and performance startups and venture capital advisory. Andy Bloom brings an athlete's perspective to operational due diligence, strategic partnerships and brand-driven growth for portfolio companies. He has experience founding and advising ventures, speaking on athlete-entrepreneurship, and collaborating with PE/VC teams to evaluate market fit and go-to-market strategies. Known for network in sports, wellness and collegiate athletics.
Former Olympic athlete who transitioned into finance, focusing on early-stage sports tech, health and performance startups and venture capital advisory. Andy Bloom brings an athlete's perspective to operational due diligence, strategic partnerships and brand-driven growth for portfolio companies. He has experience founding and advising ventures, speaking on athlete-entrepreneurship, and collaborating with PE/VC teams to evaluate market fit and go-to-market strategies. Known for network in sports, wellness and collegiate athletics.
Investment Philosophy & Strategy
Combines athlete-derived performance discipline with venture-minded underwriting to back early-stage sports tech, wellness and performance startups. Prefers capital-efficient, product-market-fit opportunities where coaching, data and brand partnerships accelerate customer acquisition. Emphasizes founder operational rigor, measurable KPIs for athlete engagement and clear go-to-market channels into collegiate and pro ecosystems. Uses network-driven diligence to de-risk strategic partnerships and distribution, favors staged capital with milestone-based follow-ons, and prioritizes long-term growth and monetization paths over short-term exits.
Combines athlete-derived performance discipline with venture-minded underwriting to back early-stage sports tech, wellness and performance startups. Prefers capital-efficient, product-market-fit opportunities where coaching, data and brand partnerships accelerate customer acquisition. Emphasizes founder operational rigor, measurable KPIs for athlete engagement and clear go-to-market channels into collegiate and pro ecosystems. Uses network-driven diligence to de-risk strategic partnerships and distribution, favors staged capital with milestone-based follow-ons, and prioritizes long-term growth and monetization paths over short-term exits.
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:
56.32%
Gain +1.95%
Monthly
1.42%
Yearly
18.49%
Drawdown
19.51%
$209.76M
Equity
Holdings
$209.76M
Investment
$159.13M
$56.7M
Profit +$2.87M
Realized
$6.07M
Unrealized
$50.63M
Dividends
$6.57M
Goals
Avg. 78.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.95%
Profit
$2.87M
Win %
84%
This Week
Compared To Last Week
Gain
1.36%
Profit
$2.81M
Win %
84%
This Month
Compared to last month
Gain
2.47%
Profit
$5.05M
Win %
84%
This Year
Compared to last year
Gain
2.87%
Profit
$5.86M
Win %
85%
GOOGL Alphabet Inc
+6.73%
+$20,582.52 
ZONE Cleancore Solutions Inc.
+3.45%
+$348 
OEF iShares S&P 100 ETF
+0.95%
+$157,405.28 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$6,058.65 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,361.98 
IVV iShares Core S&P 500 ETF
+0.69%
+$21,642.24 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$1,364.38 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$34,102.6 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$6,528.02 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$13,032.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$10,621.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$40,346.72 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
+0.34%
+$1,834.8 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$2,775.8 
DFAW Dimensional World Equity ETF
+0.22%
+$6,412.14 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,532.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$32,302.41 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$16,433.82 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,835.64 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.1%
+$471.8 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$7,120.32 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
MU Micron Technology, Inc.
-5.9%
-$9,190.13 
GOSS Gossamer Bio Inc.
-4.49%
-$17,739.61 
GLD SPDR Gold Shares
-1.49%
-$6,103.31 
DWX SPDR S&P International Dividend ETF
-1.26%
-$4,226.08 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$14,037.9 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-1%
-$3,314.76 
VGSR Vert Global Sustainable Real Estate ETF
-0.87%
-$2,345.39 
AVRE Avantis Real Estate ETF
-0.75%
-$6,075.03 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$33,811.8 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$4,363.56 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,377.07 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.68%
-$2,400.3 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$42,196.66 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$9,933.24 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$10,459.68 
REET iShares Global REIT ETF
-0.59%
-$9,025.81 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$12,329.46 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$7,770.51 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$2,156.4 
DFIS Dimensional International Small Cap ETF
-0.53%
-$4,701.36 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$97,755.24 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$3,832.8 
IWM iShares Russell 2000 ETF
-0.47%
-$4,926.12 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,793.6 
DFIV Dimensional International Value ETF
-0.47%
-$4,190.94 
ISCV iShares Morningstar Small-Cap Value ETF
-0.46%
-$32,141.9 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$9,467.04 
VTV Vanguard Value ETF
-0.27%
-$3,343.47 
DUHP Dimensional US High Profitability ETF
-0.27%
-$54,859.2 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,024.38 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$689.32 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$679.2 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,014.29 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$740.15 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$4,541.28 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,860.21 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$2,967.75 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$361.76 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$300.4 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$2,252.79 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$1,518.74 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$735.2 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$95.31 Events
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Dividends
Dividend Analysis
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| Trades 435 | Longs Won 359/435 82% | Profit Factor 11.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $621,080.13 |
| Average Win $172,983.51 | Best Trade (Aug 20) $6.47M | Sharpe Ratio -10.19 |
| Average Loss -$71,116.27 | Worst Trade (Aug 20) -$3.32M | Z-Score 19.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 6d | Expectancy $130,336.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,950 | 2,655 | 2,360 | 2,065 | 1,770 | 1,475 | 1,180 | 885 | 590 | 295 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AVEM Avantis Emerging Markets Equity ETF | 20,396 | $1.36M | $1.83M | - | $461,434.54 | 33.82% | +0.101% |
| AVES Avantis Emerging Markets Value ETF | 71,940 | $3.42M | $4.48M | - | $1.06M | 30.83% | -0.749% |
| AVLV Avantis U.S. Large Cap Value ETF | 126,413 | $7.42M | $11.65M | - | $4.23M | 56.92% | +0.141% |
| AVRE Avantis Real Estate ETF | 16,419 | $717,965.18 | $799,605.3 | - | $81,640.12 | 11.37% | -0.754% |
| AVSD Avantis Responsible International Equity ETF | 19,748 | $1.06M | $1.6M | - | $539,078.73 | 50.66% | -0.616% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 6,208 | $394,625.38 | $465,960.06 | - | $71,334.68 | 18.08% | +0.101% |
| AVUV Avantis U.S. Small Cap Value ETF | 178,008 | $16.17M | $22.3M | - | $6.13M | 37.91% | +0.032% |
| BBIN JPMorgan BetaBuilders International Equity Fund | 4,445 | $311,728 | $352,399.6 | - | $40,671.6 | 13.05% | -0.677% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 252,167 | $9.37M | $11.22M | - | $1.85M | 19.74% | +0.361% |
| DFAT Dimensional US Targeted Value ETF | 16,911 | $885,360.55 | $1.2M | - | $310,754.48 | 35.1% | -0.155% |
| DFAU Dimensional US Core Equity Market ETF | 46,544 | $2.17M | $2.41M | - | $245,040.84 | 11.32% | +0.544% |
| DFAW Dimensional World Equity ETF | 35,623 | $2.38M | $2.95M | - | $570,629 | 23.94% | +0.217% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 8,490 | $209,043.45 | $309,969.9 | - | $100,926.45 | 48.28% | -0.219% |
| DFCF Dimensional Core Fixed Income ETF | 78,892 | $3.34M | $3.27M | - | -$68,129.5 | -2.04% | -0.288% |
| DFGR Dimensional Global Real Estate ETF | 25,552 | $685,876.26 | $761,449.6 | - | $75,573.34 | 11.02% | -0.501% |
| DFGX Dimensional Global ex US Core Fixed Income Fund | 6,550 | $344,759 | $341,890.35 | - | -$2,868.65 | -0.83% | -0.216% |
| DFIC Dimensional International Core Equity Market ETF | 56,043 | $1.82M | $2.13M | - | $309,746.65 | 16.97% | -0.574% |
| DFIP Dimensional Inflation-Protected Securities ETF | 65,950 | $2.74M | $2.67M | - | -$72,975.93 | -2.66% | -0.111% |
| DFIS Dimensional International Small Cap ETF | 24,744 | $600,895.64 | $887,443.56 | - | $286,547.92 | 47.69% | -0.527% |
| DFIV Dimensional International Value ETF | 15,522 | $537,230.49 | $888,944.94 | - | $351,714.45 | 65.47% | -0.469% |
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FAQ
Which stocks have generated the highest profits for Andy Bloom?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Quality Factor ETF - $1.99M, iShares S&P 100 ETF - $1.83M, Dimensional International Small Cap Equity Fund - $1.62M, Dimensional US High Profitability ETF - $1.48M, and Avantis U.S. Small Cap Value ETF - $1.34M. 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: General Electric Company - $543,858.64, Gossamer Bio Inc - $168,716.04, GLOBAL X LITHIUM & BATTERY T - $119,234.06, The 3D Printing ETF - $41,499.72, and SPDR S&P 600 Small Cap Value ETF - $38,206.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andy Bloom's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.57M earned over time. The largest contributors to dividend income include Dimensional International Small Cap Equity Fund - $1.08M, Avantis U.S. Small Cap Value ETF - $800,452.3, Dimensional US High Profitability ETF - $515,820.93, iShares MSCI USA Quality Factor ETF - $362,034.3, and iShares S&P 100 ETF - $343,719.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andy Bloom's monthly returns?
Andy Bloom'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 Andy Bloom's strategy be considered aggressive or moderate?
Andy Bloom'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 Andy Bloom's strategy?
Andy Bloom'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.
