MS
Michael Schwenk Portfolio
Invests via Nwi Management LP | Managed by Michael Schwenk
Invests via Nwi Management LP
Managed by Michael Schwenk
Automatically Tracked
Michael Schwenk Profile
With a dynamic career focused on capital markets, Michael Schwenk has significantly influenced both entrepreneurial ventures and institutional finance. He combines deep experience in startup operations with strategic investments across various sectors, reflecting an agile approach to navigating market opportunities. His leadership roles have centered on fostering growth and operational excellence within emerging businesses, providing invaluable insights into scaling challenges and financial governance. Known for building strong networks within investment communities, he effectively connects innovative companies with capital sources necessary for expansion. This multifaceted background positions him as a key player in the intersection of entrepreneurship and finance.
With a dynamic career focused on capital markets, Michael Schwenk has significantly influenced both entrepreneurial ventures and institutional finance. He combines deep experience in startup operations with strategic investments across various sectors, reflecting an agile approach to navigating market opportunities. His leadership roles have centered on fostering growth and operational excellence within emerging businesses, providing invaluable insights into scaling challenges and financial governance. Known for building strong networks within investment communities, he effectively connects innovative companies with capital sources necessary for expansion. This multifaceted background positions him as a key player in the intersection of entrepreneurship and finance.
Investment Philosophy & Strategy
Michael Schwenk embodies an entrepreneurial spirit, leveraging his comprehensive expertise to identify value-laden opportunities in the market. His strategic thinking is rooted in a history of facilitating successful startup operations and fostering robust networks within investment ecosystems. This confluence of experiences enables him to pinpoint emerging trends and catalyze investments that drive growth across diverse sectors. The approach taken emphasizes agility—responding swiftly to shifts in capital flows while prioritizing operational efficiencies. By maintaining a close dialogue with innovative firms, he not only invests but actively supports their journey towards sustainable expansion.
Michael Schwenk embodies an entrepreneurial spirit, leveraging his comprehensive expertise to identify value-laden opportunities in the market. His strategic thinking is rooted in a history of facilitating successful startup operations and fostering robust networks within investment ecosystems. This confluence of experiences enables him to pinpoint emerging trends and catalyze investments that drive growth across diverse sectors. The approach taken emphasizes agility—responding swiftly to shifts in capital flows while prioritizing operational efficiencies. By maintaining a close dialogue with innovative firms, he not only invests but actively supports their journey towards sustainable expansion.
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:
-3.38%
Gain +5.14%
Monthly
0.24%
Yearly
2.96%
Drawdown
29.28%
$957.71M
Equity
Holdings
$957.71M
Investment
$430.31M
$502.99M
Profit +$45.61M
Realized
-$24.42M
Unrealized
$527.4M
Dividends
$67.54M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
5.14%
Profit
$45.61M
Win %
89%
This Week
Compared To Last Week
Gain
5.66%
Profit
$50.03M
Win %
89%
This Month
Compared to last month
Gain
2.41%
Profit
$21.99M
Win %
89%
This Year
Compared to last year
Gain
-18.07%
Profit
-$205.85M
Win %
89%
TIVO TiVo Corp
+1,115.11%
+$1.02M 
AKAM Akamai Technologies Inc.
+2.62%
+$15,725 
C Citigroup Inc.
+0.92%
+$15,862.7 
QCOM QUALCOMM Incorporated
+0.59%
+$24,239.76 
008117103
0%
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92532L107
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925529208
0%
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927646109
0%
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AGIL AgileThought, Inc.
0%
$0 
ALSK Alaska Communications Systems Group Inc
0%
$0 
BR
0%
$0 
BRCM
0%
$0 
CICI
0%
$0 
CLRN Clarent Corporation
0%
$0 
CNXT
0%
$0 
DCLK
0%
$0 
DDDC
0%
$0 
DIGI
0%
$0 
ESPD
0%
$0 
FCS Fairchild Semiconductor Intl, Inc.
0%
$0 
G30177102
0%
$0 
G3788V106
0%
$0 
HLEX
0%
$0 
ITXC
0%
$0 
JNPR Juniper Networks Inc.
0%
$0 
KNOT
0%
$0 
LNUX
0%
$0 
LQID
0%
$0 
MER
0%
$0 
MOT
0%
$0 
MRBA
0%
$0 
NCNTQ
0%
$0 
NTIQ
0%
$0 
NTRT
0%
$0 
NXTL
0%
$0 
RETK
0%
$0 
RNWK RealNetworks Inc
0%
$0 
ROIA
0%
$0 
SBSA
0%
$0 
SIMG
0%
$0 
SWY
0%
$0 
TIBX
0%
$0 
TLAB
0%
$0 
UCOMA
0%
$0 
ETFC E*TRADE Financial Corp
-46.95%
-$69,380 
SUNW Sunworks Inc
-40.48%
-$1.06 
INTU Intuit Inc.
-3.16%
-$3.31M 
XRX Xerox Holdings Corporation
-1.62%
-$10,246.5 
ORCL Oracle Corporation
-1.3%
-$990,000 
FMKT The Free Markets ETF
-0.76%
-$1,659 
PLUG Plug Power Inc.
-0.69%
-$85.5 
MSFT Microsoft Corp.
-0.5%
-$980,000 
ATVI Activision Blizzard Inc
-0.05%
-$89,955.01 Events
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Dividends
Dividend Analysis
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| Trades 83 | Longs Won 6/83 7% | Profit Factor 21.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $30.88M |
| Average Win $92.25M | Best Trade (Jul 31) $196.36M | Sharpe Ratio -53.29 |
| Average Loss -$338,606.52 | Worst Trade (Jul 24) -$9.29M | Z-Score -4.8 (100%) |
| Commissions $0 | Avg. Trade Length 26y 7m 1w 2d | Expectancy $6.06M |
| 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% | 0.02% | 0.22% | 1.4% | 6.91% | 28.32% |
| Consecutive Losing Trades | 2,825 | 2,542 | 2,260 | 1,977 | 1,695 | 1,412 | 1,130 | 847 | 565 | 282 |
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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 Michael Schwenk?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $17.82M, Citigroup Inc - $15.49M, Intuit Inc - $11.49M, Oracle Corporation - $8.82M, and Activision Blizzard Inc - $8.5M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Michael Schwenk's portfolio generate?
The portfolio generates substantial dividend income, with a total of $67.54M earned over time. The largest contributors to dividend income include Microsoft Corp - $17.82M, Citigroup Inc - $15.49M, Intuit Inc - $11.49M, Oracle Corporation - $8.82M, and Activision Blizzard Inc - $8.5M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Schwenk's monthly returns?
Michael Schwenk'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 Michael Schwenk's strategy be considered aggressive or moderate?
Michael Schwenk's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Michael Schwenk's strategy?
Michael Schwenk's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
