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:
5.6%
Gain
Monthly
0.18%
Yearly
2.17%
Drawdown
30.16%
$201.36M
Equity
Holdings
$201.36M
Investment
$154.28M
$53.01M
Profit +$266,799.96
Realized
$5.94M
Unrealized
$47.08M
Dividends
$6.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$266,799.96
Win %
89%
This Week
Compared To Last Week
Gain
0.24%
Profit
$484,837.66
Win %
89%
This Month
Compared to last month
Gain
0.54%
Profit
$1.07M
Win %
89%
This Year
Compared to last year
Gain
11.35%
Profit
$20.52M
Win %
89%
DFSV Dimensional US Small Cap Value ETF
+1.62%
+$41,053.39 
DFAT Dimensional US Targeted Value ETF
+1.58%
+$19,014.3 
REET iShares Global REIT ETF
+1.47%
+$21,768.13 
ISCV iShares Morningstar Small-Cap Value ETF
+1.4%
+$96,904.51 
AVUV Avantis U.S. Small Cap Value ETF
+1.38%
+$304,552.32 
DFGR Dimensional Global Real Estate ETF
+1.28%
+$9,279 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.26%
+$3,374.04 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.2%
+$27,578.81 
AVRE Avantis Real Estate ETF
+1.18%
+$9,276.74 
VGSR Vert Global Sustainable Real Estate ETF
+0.99%
+$2,812.34 
VTV Vanguard Value ETF
+0.43%
+$5,298.65 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$1,379.21 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$67,702.27 
AVLV Avantis U.S. Large Cap Value ETF
+0.26%
+$29,843.35 
DFUV Dimensional US Marketwide Value ETF
+0.18%
+$1,277 
DUHP Dimensional US High Profitability ETF
+0.16%
+$34,967.14 
DFSU Dimensional US Sustainability Core 1 ETF
+0.1%
+$4,723.2 
GOOGL Alphabet Inc
+0.06%
+$197.67 
DWX SPDR S&P International Dividend ETF
+0.05%
+$174.59 
IWM iShares Russell 2000 ETF
+0.01%
+$98.13 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
ZONE Cleancore Solutions Inc.
-6.01%
-$1,177.4 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-3.88%
-$12,683.28 
GOSS Gossamer Bio Inc.
-2.54%
-$6,281.78 
AVEM Avantis Emerging Markets Equity ETF
-1.84%
-$34,571.22 
GLD SPDR Gold Shares
-1.82%
-$6,830.93 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.68%
-$15,621.45 
AVSE Avantis Responsible Emerging Markets Equity ETF
-1.64%
-$8,087.38 
SPEM SPDR Portfolio Emerging Markets ETF
-1.25%
-$10,020.08 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.18%
-$4,044.63 
VEU Vanguard FTSE All-World ex-US ETF
-1.14%
-$5,325.07 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.09%
-$3,598.64 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-1.03%
-$5,786.5 
SPHQ Invesco S&P 500 Quality ETF
-0.92%
-$3,564.78 
VLUE iShares MSCI USA Value Factor ETF
-0.91%
-$11,089.3 
DFSI Dimensional International Sustainability Core 1 ETF
-0.88%
-$15,392 
AVES Avantis Emerging Markets Value ETF
-0.87%
-$39,982.32 
IVLU iShares MSCI International Value Factor ETF
-0.76%
-$2,920.12 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.74%
-$2,578.1 
DFIC Dimensional International Core Equity Market ETF
-0.61%
-$11,642.6 
DFIV Dimensional International Value ETF
-0.6%
-$5,230.69 
DFIS Dimensional International Small Cap ETF
-0.57%
-$5,072.52 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.45%
-$6,199.87 
DIHP Dimensional International High Profitability Portfolio
-0.44%
-$30,288 
OEF iShares S&P 100 ETF
-0.37%
-$63,976.1 
ESGV Vanguard ESG U.S. Stock ETF
-0.36%
-$863.04 
IVV iShares Core S&P 500 ETF
-0.34%
-$10,962.38 
VOO Vanguard S&P 500 ETF
-0.33%
-$1,110.51 
DFAW Dimensional World Equity ETF
-0.31%
-$8,751.08 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$6,614.28 
FNDC Schwab Fundamental International Small Company Index ETF
-0.3%
-$1,757.55 
DISV Dimensional International Small Cap Equity Fund
-0.27%
-$48,492.73 
RRGB Red Robin Gourmet Burgers, Inc.
-0.21%
-$301.5 
AVSD Avantis Responsible International Equity ETF
-0.2%
-$3,249.68 
DFAU Dimensional US Core Equity Market ETF
-0.18%
-$4,273.48 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.13%
-$1,600.45 
DFNM Dimensional National Municipal Bond ETF
-0.11%
-$3,123.61 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$297.9 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.08%
-$294.1 
DFIP Dimensional Inflation-Protected Securities ETF
-0.07%
-$1,652.25 
DFCF Dimensional Core Fixed Income ETF
-0.06%
-$1,703.22 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.05%
-$228.47 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.04%
-$572.94 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$71.82 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$618.29 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.02%
-$1,922.76 Events
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Dividends
Dividend Analysis
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| Trades 395 | Longs Won 326/395 82% | Profit Factor 13.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $614,572.11 |
| Average Win $175,693.26 | Best Trade (Jul 16) $5.5M | Sharpe Ratio -9.44 |
| Average Loss -$61,774.27 | Worst Trade (Jul 13) -$3.33M | Z-Score 19.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $134,211.59 |
| 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 | 3,257 | 2,932 | 2,606 | 2,280 | 1,954 | 1,629 | 1,303 | 977 | 651 | 326 |
Hover over the desired column for a detailed explanation.
Returns
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