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
Automatically Tracked
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:
51.23%
Gain +0.84%
Monthly
0.81%
Yearly
10.15%
Drawdown
21.85%
$0
Equity
Holdings
$0
Investment
$0
$45.06M
Profit +$1.17M
Realized
$45.06M
Unrealized
$0
Dividends
$8.57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.84%
Profit
$1.17M
Win %
95%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$489,971.67
Win %
95%
This Month
Compared to last month
Gain
2.56%
Profit
$4.68M
Win %
95%
This Year
Compared to last year
Gain
6.96%
Profit
$12.19M
Win %
94%
MGK Vanguard Mega Cap Growth ETF
+$5.42M
MGV Vanguard Mega Cap Value ETF
+$3.32M
SCHG Schwab U.S. Large-Cap Growth ETF
+$3.12M
FNDF Schwab Fundamental International Large Company Index ETF
+$3.03M
VUG Vanguard Growth ETF
+$2.82M
VO Vanguard Mid-Cap ETF
+$2.73M
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.52M
VTV Vanguard Value ETF
+$2.47M
META Meta Platforms Inc Class A
+$2.18M
XOM Exxon Mobil Corporation
+$1.16M
NVDA NVIDIA Corporation
+$1.15M
VB Vanguard Small-Cap ETF
+$1.15M
VTI VANGUARD TOTAL STOCK MKT ETF
+$1.11M
VIG Vanguard Dividend Appreciation ETF
+$851,755.74
VOO Vanguard S&P 500 ETF
+$671,625.27
MSFT Microsoft Corp.
+$646,805.73
SCHF Schwab International Equity ETF
+$610,328.56
SCHV Schwab U.S. Large-Cap Value ETF
+$564,621.59
VWO Vanguard FTSE Emerging Markets ETF
+$517,200
SCHM Schwab U.S. Mid-Cap ETF
+$468,865.75
AAPL Apple Inc.
+$463,422.94
VOOG Vanguard S&P 500 Growth ETF
+$420,860.04
SPY SPDR S&P 500 ETF Trust
+$379,969.87
SCHE Schwab Emerging Markets Equity ETF
+$355,077.27
BRK-B Berkshire Hathaway Inc.
+$353,017
VOOV Vanguard S&P 500 Value ETF
+$343,750.27
COST Costco Wholesale Corporation
+$319,737.8
IWF iShares Russell 1000 Growth ETF
+$245,857.1
SCHA Schwab U.S. Small-Cap ETF
+$225,853.14
JPM JPMorgan Chase & Co.
+$224,417.52
QQQ Invesco QQQ Trust, Series 1
+$185,327.95
V Visa Inc. Class A
+$176,387.75
AMZN Amazon.com Inc
+$172,361.4
GLW Corning Incorporated
+$150,971.35
NUE Nucor Corporation
+$146,668.14
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+$136,327.72
VTEB Vanguard Tax-Exempt Bond ETF
+$131,392.89
TSLA Tesla, Inc.
+$129,133.41
GOOG Alphabet Inc
+$128,211.96
CGMS Capital Group U.S. Multi-Sector Income ETF
+$125,021.43
MGC Vanguard Mega Cap ETF
+$121,945.27
CVX Chevron Corporation
+$106,948.89
VYM Vanguard High Dividend Yield ETF
+$98,621.36
TDG TransDigm Group Inc.
+$79,457
SRE Sempra
+$67,682.09
NMZ Nuveen Municipal High Income Opportunity Fund
+$67,000.4
VXUS Vanguard Total International Stock Index Fund Investor Shares
+$63,215.3
VOE Vanguard Mid-Cap Value ETF
+$54,932.88
VOT Vanguard Mid-Cap Growth ETF
+$54,898.59
DFAC Dimensional U.S. Core Equity 2 ETF
+$53,904.14
IWR iShares Russell Mid-Cap ETF
+$49,064.24
GD General Dynamics Corporation
+$44,637.44
MA Mastercard Incorporated
+$37,831.74
EFA iShares MSCI EAFE ETF
+$35,798.87
IWP iShares Russell Mid-Cap Growth ETF
+$32,714.89
UNH UnitedHealth Group Incorporated
+$32,671.12
CAT Caterpillar Inc.
+$31,750
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+$31,060.83
BAC Bank of America Corporation
+$29,788.43
NZF Nuveen Municipal Credit Income Fund
+$23,285.64
PCEF Invesco CEF Income Composite ETF
+$17,531.62
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
+$11,880
EYLD Cambria Emerging Shareholder Yield Fund
+$11,119.61
IWM iShares Russell 2000 ETF
+$5,403.09
PG Procter & Gamble Co
+$4,085.26
GWH Ess Tech Inc.
+$947
HZNP Horizon Therapeutics Plc
+$210.31
BFK BlackRock Municipal Income Trust
$0
PFE Pfizer Inc.
-$155,452.6
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-$141,660.02
QCOM QUALCOMM Incorporated
-$138,128.33
SMH VanEck Semiconductor ETF
-$66,060
VNQ Vanguard Real Estate ETF
-$60,596.72
VZ Verizon Communications Inc.
-$60,249.27
LMT Lockheed Martin Corporation
-$45,487.52
EEM iShares MSCI Emerging Markets ETF
-$44,422.17
BA Boeing Company
-$32,715.95
HD The Home Depot, Inc.
-$29,544.77
INTC Intel Corporation
-$29,060.4
DIS The Walt Disney Company
-$22,817.55
VBR VANGUARD SMALL-CAP VALUE ETF
-$15,580.77
VBK Vanguard Small-Cap Growth ETF
-$13,439.63
VCSH Vanguard Short-Term Corporate Bond ETF
-$13,366.08
XBI SPDR S&P Biotech ETF
-$9,519
SCHX Schwab U.S. Large-Cap ETF
-$9,081.28
USA Liberty All Star Equity Fund
-$9,012.8
UNP Union Pacific Corporation
-$2,585.32
IJH iShares Core S&P Mid-Cap ETF
-$1,689.85
BND Vanguard Total Bond Market Index Fund
-$1,534.63
EVM Eaton Vance California Municipal Bond Fund
-$4.87
Events
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Dividends
Dividend Analysis
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| Trades 757 | Longs Won 509/757 67% | Profit Factor 9.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $185,525.18 |
| Average Win $72,267.76 | Best Trade (Sep 29) $2.37M | Sharpe Ratio -14.46 |
| Average Loss -$15,181.83 | Worst Trade (Dec 31) -$225,232.56 | Z-Score -6.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m | Expectancy $59,518.96 |
| 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 | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
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Returns
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FAQ
Which stocks have generated the highest profits for Erick von Berge?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Mega Cap Growth ETF - $5.42M, Vanguard Mega Cap Value ETF - $3.32M, Schwab U.S. Large-Cap Growth ETF - $3.12M, Schwab Fundamental International Large Company Index ETF - $3.03M, and Vanguard Growth ETF - $2.82M. 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: Pfizer Inc - $155,452.6, Vanguard Intermediate-Term Corporate Bond Fund - $141,660.02, QUALCOMM Incorporated - $138,128.33, VanEck Semiconductor ETF - $66,060, and Vanguard Real Estate ETF - $60,596.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Erick von Berge's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.57M earned over time. The largest contributors to dividend income include Schwab Fundamental International Large Company Index ETF - $996,326.91, Vanguard Mega Cap Value ETF - $834,861.58, Vanguard Value ETF - $816,329.29, Vanguard Mid-Cap ETF - $800,310.22, and VANGUARD FTSE DEVELOPED MARKETS ETF - $750,289.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Erick von Berge's monthly returns?
Erick von Berge's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Erick von Berge's strategy be considered aggressive or moderate?
It is difficult to clearly classify Erick von Berge's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Erick von Berge's strategy?
It is difficult to determine whether Erick von Berge's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
