EVB
Erick von Berge Portfolio
Invests via Von Berge Wealth Management Group LLC | Managed by Cerity Partners LLC, Erick von Berge
Invests via Von Berge Wealth Management Group LLC
Managed by Cerity Partners LLC, Erick von Berge
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Erick von Berge Profile
Erick von Berge has built a formidable presence in the finance sector as a dynamic entrepreneur and operating executive. With extensive experience leading innovative ventures, he has significantly contributed to various startup ecosystems and growth initiatives. Known for his adeptness at scaling businesses, von Berge combines strategic insight with operational acumen to navigate complex market landscapes effectively. His leadership roles have often positioned him at the forefront of emerging technologies and investment opportunities, underscoring his relevance in driving value creation within diverse industries.
Erick von Berge has built a formidable presence in the finance sector as a dynamic entrepreneur and operating executive. With extensive experience leading innovative ventures, he has significantly contributed to various startup ecosystems and growth initiatives. Known for his adeptness at scaling businesses, von Berge combines strategic insight with operational acumen to navigate complex market landscapes effectively. His leadership roles have often positioned him at the forefront of emerging technologies and investment opportunities, underscoring his relevance in driving value creation within diverse industries.
Investment Philosophy & Strategy
In navigating the evolving landscape of technology investments, Erick von Berge leverages his entrepreneurial spirit and operational expertise to uncover unique market opportunities. His strategic mindset enables him to identify high-growth ventures while adeptly managing resource allocation for maximum impact. Emphasizing innovative solutions, he focuses on partnerships that enhance value and drive competitive differentiation. This approach reflects a commitment to fostering transformational change across industries by prioritizing scalability and sustainability in investment decisions.
In navigating the evolving landscape of technology investments, Erick von Berge leverages his entrepreneurial spirit and operational expertise to uncover unique market opportunities. His strategic mindset enables him to identify high-growth ventures while adeptly managing resource allocation for maximum impact. Emphasizing innovative solutions, he focuses on partnerships that enhance value and drive competitive differentiation. This approach reflects a commitment to fostering transformational change across industries by prioritizing scalability and sustainability in investment decisions.
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:
52.36%
Gain +0.53%
Monthly
0.62%
Yearly
7.64%
Drawdown
16.16%
$211.86M
Equity
Holdings
$211.86M
Investment
$145.03M
$69.55M
Profit +$1.28M
Realized
$2.71M
Unrealized
$66.84M
Dividends
$10.54M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.53%
Profit
$1.28M
Win %
93%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$912,394.7
Win %
93%
This Month
Compared to last month
Gain
-0.81%
Profit
-$1.74M
Win %
93%
This Year
Compared to last year
Gain
10.81%
Profit
$20.68M
Win %
93%
QCOM QUALCOMM Incorporated
+4.28%
+$55,395.7 
JPM JPMorgan Chase & Co.
+2.3%
+$12,490.62 
NUE Nucor Corporation
+2.09%
+$35,392.3 
TSLA Tesla, Inc.
+1.88%
+$50,974.03 
GLW Corning Incorporated
+1.62%
+$22,190.74 
UNP Union Pacific Corporation
+1.58%
+$5,219 
BAC Bank of America Corporation
+1.52%
+$4,194.12 
CAT Caterpillar Inc.
+1.49%
+$6,665 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$30,760.62 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$4,009.73 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$44,390.84 
VO Vanguard Mid-Cap ETF
+0.97%
+$196,093.6 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$50,602.53 
VNQ Vanguard Real Estate ETF
+0.95%
+$2,162.65 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$3,383.34 
VTV Vanguard Value ETF
+0.94%
+$119,914.31 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$16,359.2 
IWM iShares Russell 2000 ETF
+0.9%
+$3,026.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$2,484.72 
MGV Vanguard Mega Cap Value ETF
+0.88%
+$170,996.4 
PG Procter & Gamble Co
+0.85%
+$2,075.77 
SRE Sempra
+0.82%
+$2,445 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,729.77 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$39,912.07 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.76%
+$6,837.05 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$3,290.69 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$2,059.05 
VB Vanguard Small-Cap ETF
+0.73%
+$103,954.17 
HD The Home Depot, Inc.
+0.72%
+$4,183.92 
COST Costco Wholesale Corporation
+0.72%
+$5,864.61 
MA Mastercard Incorporated
+0.7%
+$1,583.13 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,167.37 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$2,906.1 
VOOV Vanguard S&P 500 Value ETF
+0.64%
+$9,176.28 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$5,483.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$35,755.75 
VOO Vanguard S&P 500 ETF
+0.58%
+$14,246.32 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$9,750.13 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$30,187.01 
GOOG Alphabet Inc
+0.46%
+$1,953.24 
MGC Vanguard Mega Cap ETF
+0.41%
+$1,959.13 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$7,727.94 
PCEF Invesco CEF Income Composite ETF
+0.4%
+$962.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$10,923.52 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$1,132.02 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$51,256.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$45,437.75 
EFA iShares MSCI EAFE ETF
+0.31%
+$848.64 
SCHF Schwab International Equity ETF
+0.29%
+$13,878.8 
XOM Exxon Mobil Corporation
+0.28%
+$4,173.8 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$46,165.35 
VUG Vanguard Growth ETF
+0.22%
+$26,367.06 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$8,967.5 
NVDA NVIDIA Corporation
+0.14%
+$2,199.72 
MSFT Microsoft Corp.
+0.1%
+$1,525.6 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$570 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$90 
AAPL Apple Inc.
-1.52%
-$46,512 
AMZN Amazon.com Inc
-1.23%
-$8,051.2 
BA Boeing Company
-1.13%
-$2,939.21 
META Meta Platforms Inc Class A
-0.23%
-$7,079.75 
TDG TransDigm Group Inc.
-0.14%
-$308 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,259.78 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$1,269.56 Events
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Dividends
Dividend Analysis
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| Trades 757 | Longs Won 548/757 72% | Profit Factor 21.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $375,777.5 |
| Average Win $132,989.49 | Best Trade (Jun 12) $5.22M | Sharpe Ratio -12.13 |
| Average Loss -$15,931.86 | Worst Trade (Dec 31) -$225,232.56 | Z-Score 16.37 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 2d | Expectancy $91,873.82 |
| 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 | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
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