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:
51.64%
Gain +0.59%
Monthly
1.25%
Yearly
16.1%
Drawdown
19.51%
$205.2M
Equity
Holdings
$205.2M
Investment
$159.13M
$52.15M
Profit +$878,977.2
Realized
$6.07M
Unrealized
$46.08M
Dividends
$7.32M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$878,977.2
Win %
80%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$461,197.78
Win %
80%
This Month
Compared to last month
Gain
0.86%
Profit
$1.75M
Win %
80%
This Year
Compared to last year
Gain
0.64%
Profit
$1.31M
Win %
82%
GOSS Gossamer Bio Inc.
+2.25%
+$5,765.37 
DWX SPDR S&P International Dividend ETF
+1.66%
+$5,265.28 
ZONE Cleancore Solutions Inc.
+1.39%
+$46.4 
ISCV iShares Morningstar Small-Cap Value ETF
+1.31%
+$85,132.6 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.18%
+$25,970.44 
GLD SPDR Gold Shares
+1.07%
+$4,376.59 
AVRE Avantis Real Estate ETF
+0.95%
+$6,978.07 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.95%
+$2,412.62 
DFSV Dimensional US Small Cap Value ETF
+0.94%
+$24,475.12 
DFAT Dimensional US Targeted Value ETF
+0.91%
+$10,315.71 
VGSR Vert Global Sustainable Real Estate ETF
+0.9%
+$2,184.43 
REET iShares Global REIT ETF
+0.88%
+$11,945.92 
DFGR Dimensional Global Real Estate ETF
+0.87%
+$6,004.72 
DFSI Dimensional International Sustainability Core 1 ETF
+0.81%
+$13,448.16 
DIHP Dimensional International High Profitability Portfolio
+0.73%
+$46,991.74 
IWM iShares Russell 2000 ETF
+0.71%
+$6,875.36 
VTV Vanguard Value ETF
+0.7%
+$8,840.52 
VTEB Vanguard Tax-Exempt Bond ETF
+0.7%
+$2,012.68 
AVUV Avantis U.S. Small Cap Value ETF
+0.65%
+$138,846.24 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$20,117.46 
DUHP Dimensional US High Profitability ETF
+0.62%
+$132,160.8 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.59%
+$1,538.49 
DFIV Dimensional International Value ETF
+0.58%
+$5,044.65 
DFSU Dimensional US Sustainability Core 1 ETF
+0.58%
+$29,866.92 
SCHV Schwab U.S. Large-Cap Value ETF
+0.56%
+$2,162.58 
AVSD Avantis Responsible International Equity ETF
+0.55%
+$8,509.41 
DFIP Dimensional Inflation-Protected Securities ETF
+0.55%
+$14,179.25 
DFNM Dimensional National Municipal Bond ETF
+0.53%
+$18,604.56 
AVLV Avantis U.S. Large Cap Value ETF
+0.52%
+$61,310.31 
IJH iShares Core S&P Mid-Cap ETF
+0.5%
+$1,627.92 
BBIN JPMorgan BetaBuilders International Equity Fund
+0.47%
+$1,600.2 
DFUV Dimensional US Marketwide Value ETF
+0.46%
+$3,256.35 
DISV Dimensional International Small Cap Equity Fund
+0.45%
+$84,424.98 
VLUE iShares MSCI USA Value Factor ETF
+0.44%
+$5,448.5 
DFIC Dimensional International Core Equity Market ETF
+0.39%
+$8,126.23 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$69,044.67 
GOOGL Alphabet Inc
+0.36%
+$1,144.99 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.35%
+$6,341.1 
IVLU iShares MSCI International Value Factor ETF
+0.32%
+$1,212.97 
DFAW Dimensional World Equity ETF
+0.31%
+$9,258.42 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.31%
+$1,008.84 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.29%
+$982.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.27%
+$30,260.04 
ESGV Vanguard ESG U.S. Stock ETF
+0.25%
+$521.22 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.23%
+$7,884.77 
FNDC Schwab Fundamental International Small Company Index ETF
+0.21%
+$1,272.7 
DFAU Dimensional US Core Equity Market ETF
+0.18%
+$4,421.68 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.17%
+$561.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$2,956.5 
DFIS Dimensional International Small Cap ETF
+0.08%
+$742.32 
VOO Vanguard S&P 500 ETF
+0.08%
+$267.3 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.07%
+$875.71 
IVV iShares Core S&P 500 ETF
+0.06%
+$2,071.12 
VEU Vanguard FTSE All-World ex-US ETF
+0.06%
+$281.75 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$179.64 
AVSE Avantis Responsible Emerging Markets Equity ETF
-1.25%
-$5,928.64 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-1.11%
-$6,354.52 
AVEM Avantis Emerging Markets Equity ETF
-1.07%
-$19,886.04 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.05%
-$9,328.2 
SPEM SPDR Portfolio Emerging Markets ETF
-0.47%
-$3,728.4 
AVES Avantis Emerging Markets Value ETF
-0.4%
-$18,344.7 
MU Micron Technology, Inc.
-0.27%
-$432.54 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$679.2 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.19%
-$2,645.28 
SPHQ Invesco S&P 500 Quality ETF
-0.05%
-$179.36 
OEF iShares S&P 100 ETF
0%
-$682.39 Events
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Dividends
Dividend Analysis
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| Trades 435 | Longs Won 350/435 80% | Profit Factor 9.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $596,181.13 |
| Average Win $165,604.64 | Best Trade (Oct 15) $5.95M | Sharpe Ratio -9.31 |
| Average Loss -$68,419.26 | Worst Trade (Oct 15) -$3.37M | Z-Score 12.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4d | Expectancy $119,875.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,003 | 2,703 | 2,402 | 2,102 | 1,802 | 1,502 | 1,201 | 901 | 601 | 300 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AVEM Avantis Emerging Markets Equity ETF | 20,396 | $1.36M | $1.84M | - | $472,346.4 | 34.62% | -1.071% |
| AVES Avantis Emerging Markets Value ETF | 71,940 | $3.42M | $4.61M | - | $1.19M | 34.69% | -0.396% |
| AVLV Avantis U.S. Large Cap Value ETF | 126,413 | $7.42M | $11.77M | - | $4.35M | 58.56% | +0.524% |
| AVRE Avantis Real Estate ETF | 16,419 | $717,965.18 | $737,787.76 | - | $19,822.58 | 2.76% | +0.955% |
| AVSD Avantis Responsible International Equity ETF | 19,748 | $1.06M | $1.56M | - | $491,839.54 | 46.22% | +0.55% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 6,208 | $394,625.38 | $469,014.4 | - | $74,389.02 | 18.85% | -1.248% |
| AVUV Avantis U.S. Small Cap Value ETF | 178,008 | $16.17M | $21.36M | - | $5.19M | 32.07% | +0.654% |
| BBIN JPMorgan BetaBuilders International Equity Fund | 4,445 | $311,728 | $344,354.15 | - | $32,626.15 | 10.47% | +0.467% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 252,167 | $9.37M | $11.35M | - | $1.98M | 21.14% | +0.267% |
| DFAT Dimensional US Targeted Value ETF | 16,911 | $885,360.55 | $1.15M | - | $261,036.14 | 29.48% | +0.908% |
| DFAU Dimensional US Core Equity Market ETF | 46,544 | $2.17M | $2.46M | - | $299,730.04 | 13.84% | +0.18% |
| DFAW Dimensional World Equity ETF | 35,623 | $2.38M | $2.98M | - | $594,849.08 | 24.95% | +0.312% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 8,490 | $209,043.45 | $309,885 | - | $100,841.55 | 48.24% | -0.219% |
| DFCF Dimensional Core Fixed Income ETF | 78,892 | $3.34M | $3.21M | - | -$136,371.08 | -4.08% | +0.632% |
| DFGR Dimensional Global Real Estate ETF | 25,552 | $685,876.26 | $699,741.52 | - | $13,865.26 | 2.02% | +0.866% |
| DFGX Dimensional Global ex US Core Fixed Income Fund | 6,550 | $344,759 | $338,635 | - | -$6,124 | -1.78% | +0.291% |
| DFIC Dimensional International Core Equity Market ETF | 56,043 | $1.82M | $2.1M | - | $278,642.78 | 15.27% | +0.388% |
| DFIP Dimensional Inflation-Protected Securities ETF | 65,950 | $2.74M | $2.61M | - | -$135,628.43 | -4.94% | +0.547% |
| DFIS Dimensional International Small Cap ETF | 24,744 | $600,895.64 | $885,216.6 | - | $284,320.96 | 47.32% | +0.084% |
| DFIV Dimensional International Value ETF | 15,522 | $537,230.49 | $869,930.49 | - | $332,700 | 61.93% | +0.583% |
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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 - $2.03M, iShares S&P 100 ETF - $1.86M, Dimensional International Small Cap Equity Fund - $1.74M, Dimensional US High Profitability ETF - $1.52M, and Avantis U.S. Small Cap Value ETF - $1.41M. 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 $7.32M earned over time. The largest contributors to dividend income include Dimensional International Small Cap Equity Fund - $1.2M, Avantis U.S. Small Cap Value ETF - $874,183.21, Dimensional US High Profitability ETF - $556,715.97, iShares MSCI USA Quality Factor ETF - $400,204.29, and Avantis Emerging Markets Value ETF - $378,641.66. 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.
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