ADW

Andrew D. W. Hill Portfolio

Invests via Andrew Hill Investment Advisors Inc. | Managed by Andrew D. W. Hill, Jennifer Ruth Figurelli

Invests via Andrew Hill Investment Advisors Inc.

Managed by Andrew D. W. Hill, Jennifer Ruth Figurelli

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:12 PM

Andrew D. W. Hill Profile

Andrew D. W. Hill is a seasoned operating executive with an extensive background in corporate development and strategic leadership. With years of experience steering large-scale organizational transformations, he has successfully driven growth initiatives within dynamic sectors. His expertise encompasses navigating complex markets and fostering innovation to enhance competitive advantage. Andrew’s ability to lead cross-functional teams towards unified business objectives underscores his relevance in the evolving landscape of corporate finance and market expansion.

Investment Philosophy & Strategy

Identifying unique growth avenues is central to Andrew D. W. Hill's investment philosophy. His extensive operational leadership experience informs a strategic focus on sectors primed for disruption and innovation, driving initiatives that capitalize on emerging opportunities. He prioritizes alignment between investments and corporate development objectives, ensuring that capital deployment supports long-term value creation and market adaptability. By leveraging his profound understanding of complex business environments, he emphasizes the importance of fostering talent within organizations as a key driver of sustainable growth.

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:

74.73%

Gain +0.96%

Monthly

0.84%

Yearly

10.52%

Drawdown

18.9%

$113.6M

Equity

Holdings

$113.6M

Investment

$96.95M

$59.57M

Profit +$1.17M

Realized

$42.91M

Unrealized

$16.66M

Dividends

$6.43M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.96%

Profit

$1.17M

Win %

66%

This Week

Compared To Last Week

Gain

-1.58%

Profit

-$1.82M

Win %

66%

This Month

Compared to last month

Gain

-1.73%

Profit

-$2M

Win %

66%

This Year

Compared to last year

Gain

-8.41%

Profit

-$11.36M

Win %

71%

Gainers
Losers

RIVN Rivian Automotive, Inc.

+7.85%

+$170,696.3

ALB Albemarle Corporation

+7.13%

+$58,968

AMD Advanced Micro Devices, Inc.

+4.73%

+$142,904.72

ANET Arista Networks, Inc.

+4.38%

+$81,597.2

CCL Carnival Corporation Ltd.

+3.72%

+$9,143.75

GEV GE Vernova Inc.

+3.65%

+$188,931.25

CEG Constellation Energy Corporation

+2.86%

+$57,450.45

RJF Raymond James Financial Inc.

+2.64%

+$32,394.05

GS The Goldman Sachs Group, Inc.

+2.61%

+$93,967.79

HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.

+2.57%

+$79,410.24

DVA DaVita Inc.

+2.37%

+$10,907.66

JPM JPMorgan Chase & Co.

+2.3%

+$67,896.97

NXT Nextracker Inc.

+1.84%

+$111,667.6

DE Deere & Company

+1.53%

+$56,897.93

OKE ONEOK, Inc.

+1.53%

+$33,606.3

NEE NextEra Energy, Inc.

+1.3%

+$43,722.8

DOCU DocuSign Inc.

+1.08%

+$12,484.8

NFG National Fuel Gas Company

+0.98%

+$16,828.5

GE General Electric Company

+0.81%

+$36,655.06

KMB Kimberly-Clark Corporation

+0.74%

+$1,800

COST Costco Wholesale Corporation

+0.68%

+$14,558.76

DUK Duke Energy Corporation

+0.64%

+$8,395.2

IVV iShares Core S&P 500 ETF

+0.58%

+$3,465.81

FHN First Horizon Corporation

+0.56%

+$22,322.86

GOOGL Alphabet Inc

+0.53%

+$24,984.71

IDXX IDEXX Laboratories, Inc.

+0.53%

+$1,669.14

CTRE CareTrust REIT Inc.

+0.27%

+$6,537.7

VUG Vanguard Growth ETF

+0.22%

+$702.24

NVDA NVIDIA Corporation

+0.18%

+$10,932.02

MSFT Microsoft Corp.

+0.13%

+$2,600

BTT BlackRock Municipal 2030 Target Term Trust

+0.13%

+$773.03

ILS Brookmont Catastrophic Bond ETF

+0.1%

+$1,034.38

GLD SPDR Gold Shares

+0.06%

+$2,743.09

JPST JPMorgan Ultra-Short Income ETF

+0.03%

+$108.93

FLOT iShares Floating Rate Bond ETF

+0.01%

+$98.37

530715AG6

BLL Ball Corp

EQT

NEEPRS

MOG-A Moog Inc.

-2.56%

-$9,404.28

ZTS Zoetis Inc.

-2.25%

-$20,353.26

ASML ASML Holding N.V. New York Registry Shares

-1.89%

-$23,138.92

ULTA Ulta Beauty Inc.

-1.82%

-$37,245.88

ABT Abbott Laboratories

-1.68%

-$2,970.17

AAPL Apple Inc.

-1.52%

-$93,172.5

IBM International Business Machines Corporation

-0.97%

-$23,458.71

YETI FNCL Series 2007 Other Floating Rate Instrument

-0.47%

-$18,668.64

GRMN Garmin Ltd.

-0.18%

-$7,139.16

GMED Globus Medical Inc.

-0.16%

-$4,725.91

FPEI First Trust Institutional Preferred Securities and Income ETF

-0.1%

-$652

FRA BlackRock Floating Rate Income Strategies Fund Inc.

-0.09%

-$333.54

INTU Intuit Inc.

-0.07%

-$411.48

VRTX Vertex Pharmaceuticals Incorporated

-0.03%

-$1,374.83

FLTR VanEck IG Floating Rate ETF

-0.02%

-$59.86

Events

Dividends

Dividend Analysis

No Data

Trades 781	Longs Won 323/781 41%	Profit Factor 4.14
Profitability	Shorts Won 0/0 0%	Standard Deviation $306,744.26
Average Win $243,233.21	Best Trade (Mar 31) $2.96M	Sharpe Ratio -40.86
Average Loss -$41,481.03	Worst Trade (Dec 31) -$909,728.27	Z-Score -10.29 (100%)
Commissions $0	Avg. Trade Length 10m 2w 5d	Expectancy $76,268.91

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	2,740	2,466	2,192	1,918	1,644	1,370	1,096	822	548	274