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
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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.
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.
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:
85.39%
Gain +0.45%
Monthly
1.07%
Yearly
13.62%
Drawdown
17.98%
$132.66M
Equity
Holdings
$132.66M
Investment
$116.98M
$63.11M
Profit +$529,926.19
Realized
$47.43M
Unrealized
$15.68M
Dividends
$6.78M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$529,926.19
Win %
66%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$485,670.65
Win %
66%
This Month
Compared to last month
Gain
-0.84%
Profit
-$1.12M
Win %
66%
This Year
Compared to last year
Gain
-0.84%
Profit
-$1.12M
Win %
73%
AMD Advanced Micro Devices, Inc.
+2.77%
+$54,785.16 
GOOGL Alphabet Inc
+1.88%
+$113,234.94 
MSFT Microsoft Corp.
+1.85%
+$54,859.5 
LNG Cheniere Energy Inc.
+1.49%
+$21,324.8 
ANET Arista Networks, Inc.
+1.3%
+$28,505.04 
GEV GE Vernova Inc.
+1.29%
+$65,689.26 
AMZN Amazon.com Inc
+1.24%
+$8,662.86 
ULTA Ulta Beauty Inc.
+1.19%
+$15,428.15 
DOCU DocuSign Inc.
+0.95%
+$20,668.5 
BLKB Blackbaud Inc.
+0.86%
+$8,576.4 
MOG-A Moog Inc.
+0.86%
+$10,795 
PGR Progressive Corporation
+0.79%
+$28,970.6 
NVDA NVIDIA Corporation
+0.61%
+$35,606.04 
OKE ONEOK, Inc.
+0.59%
+$23,725.14 
DUK Duke Energy Corporation
+0.44%
+$5,840.82 
VUG Vanguard Growth ETF
+0.31%
+$979.44 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
+0.09%
+$333.54 
IVV iShares Core S&P 500 ETF
+0.07%
+$397.47 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$478.52 
KMB Kimberly-Clark Corporation
+0.02%
+$60 
C Citigroup Inc.
+0.01%
+$540.2 
530715AG6
0%
$0 
G2004J103
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
NEEPRS
0%
$0 
AAPL Apple Inc.
-2.81%
-$151,526.27 
RY Royal Bank of Canada
-2.09%
-$77,982.41 
DE Deere & Company
-2.06%
-$60,737.4 
GE General Electric Company
-1.95%
-$120,053.99 
NXT Nextracker Inc.
-1.89%
-$98,070.79 
WSM Williams-Sonoma, Inc.
-1.79%
-$6,434.16 
LLY Eli Lilly and Company
-1.66%
-$120,145.35 
AMSC American Superconductor Corporation
-1.6%
-$8,212.88 
DKS Dick's Sporting Goods, Inc.
-1.6%
-$8,193.24 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.59%
-$50,393.32 
GRMN Garmin Ltd.
-1.4%
-$59,370.5 
FHN First Horizon Corporation
-1.34%
-$54,313.69 
CTRE CareTrust REIT Inc.
-1.28%
-$36,083.85 
GS The Goldman Sachs Group, Inc.
-0.97%
-$35,903.28 
NEE NextEra Energy, Inc.
-0.96%
-$24,655.95 
EQT EQT Corporation
-0.79%
-$21,760.44 
BALL Ball Corp.
-0.76%
-$4,048.9 
ASML ASML Holding N.V. New York Registry Shares
-0.73%
-$13,602.02 
VRTX Vertex Pharmaceuticals Incorporated
-0.68%
-$43,731.76 
JPM JPMorgan Chase & Co.
-0.57%
-$10,541.7 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.51%
-$1,320 
COST Costco Wholesale Corporation
-0.49%
-$21,557.28 
IDXX IDEXX Laboratories, Inc.
-0.37%
-$4,013.16 
FBND Fidelity Total Bond ETF
-0.29%
-$1,748.71 
BTT BlackRock Municipal 2030 Target Term Trust
-0.18%
-$1,028.16 
GMED Globus Medical Inc.
-0.15%
-$4,576.43 
ADP Automatic Data Processing Inc.
-0.14%
-$5,078.27 
MUB iShares National Muni Bond ETF
-0.11%
-$916.68 
YETI FNCL Series 2007 Other Floating Rate Instrument
-0.11%
-$4,270.31 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.1%
-$652 
DVA DaVita Inc.
-0.07%
-$383.52 
FLTR VanEck IG Floating Rate ETF
-0.02%
-$50.35 Events
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Dividends
Dividend Analysis
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| Trades 832 | Longs Won 357/832 42% | Profit Factor 4.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $295,650.59 |
| Average Win $232,043.51 | Best Trade (Mar 31) $2.96M | Sharpe Ratio -14.19 |
| Average Loss -$41,534.77 | Worst Trade (Dec 31) -$909,728.27 | Z-Score -7.3 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $75,853.99 |
| 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 | 3,195 | 2,875 | 2,556 | 2,236 | 1,917 | 1,597 | 1,278 | 958 | 639 | 319 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Andrew D. W. Hill?
The largest contributions to the portfolio's profits come from the following stocks: American Superconductor Corporation - $5.44M, SPDR Gold Shares - $4.52M, GE Vernova Inc - $4.24M, NVIDIA Corporation - $4.03M, and ONEOK, Inc - $2.99M. 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: Tesla, Inc - $1.08M, NextEra Energy, Inc - $1.02M, Trex Company, Inc - $783,016.24, IDEXX Laboratories, Inc - $612,960.4, and Adobe Inc - $513,360. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew D. W. Hill's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.78M earned over time. The largest contributors to dividend income include ONEOK, Inc - $768,661.8, NextEra Energy, Inc - $360,451.38, JPMorgan Chase & Co - $336,074.7, Royal Bank of Canada - $324,422.56, and AbbVie Inc - $299,206.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew D. W. Hill's monthly returns?
Andrew D. W. Hill'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 Andrew D. W. Hill's strategy be considered aggressive or moderate?
Andrew D. W. Hill'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 Andrew D. W. Hill's strategy?
Andrew D. W. Hill'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.
