Markus Wiklund Portfolio
Invests via Brummer Multi-Strategy AB | Managed by Patrik Brummer, Kerim Celebi
Invests via Brummer Multi-Strategy AB
Managed by Patrik Brummer, Kerim Celebi
Automatically Tracked
Markus Wiklund Profile
Veteran Nordic tech operator and investor known for scaling SaaS and marketplace companies. Markus Wiklund combines operational CEO experience with early-stage venture investing, focusing on product-led growth, international expansion and data-driven monetization. Background includes executive roles in growth-stage startups and board positions; active in seed-to-Series B rounds and strategic M&A advisory across Europe.
Veteran Nordic tech operator and investor known for scaling SaaS and marketplace companies. Markus Wiklund combines operational CEO experience with early-stage venture investing, focusing on product-led growth, international expansion and data-driven monetization. Background includes executive roles in growth-stage startups and board positions; active in seed-to-Series B rounds and strategic M&A advisory across Europe.
Investment Philosophy & Strategy
Operationally oriented investor who prioritizes product-led SaaS and marketplace founders driving scalable unit economics and data-driven monetization. Focuses on seed-to-Series B with conviction-led, concentrated bets and pragmatic follow-on reserves. Capital deployed to accelerate international expansion, go-to-market scalability and metrics that prove retention and LTV/CAC payback. Decision-making emphasizes repeatable growth engines, KPI discipline, board-level operational support and M&A-aware exit planning on a multi-year time horizon.
Operationally oriented investor who prioritizes product-led SaaS and marketplace founders driving scalable unit economics and data-driven monetization. Focuses on seed-to-Series B with conviction-led, concentrated bets and pragmatic follow-on reserves. Capital deployed to accelerate international expansion, go-to-market scalability and metrics that prove retention and LTV/CAC payback. Decision-making emphasizes repeatable growth engines, KPI discipline, board-level operational support and M&A-aware exit planning on a multi-year time horizon.
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:
-2.14%
Gain +2.37%
Monthly
-0.07%
Yearly
-0.81%
Drawdown
37.41%
$1.25M
Equity
Holdings
$1.25M
Investment
$1.22M
-$755,438.36
Profit +$29,067.48
Realized
-$790,157.58
Unrealized
$34,719.22
Dividends
$93,250.34
Goals
Avg. 78.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.37%
Profit
$29,067.48
Win %
100%
This Week
Compared To Last Week
Gain
2.37%
Profit
$29,067.48
Win %
100%
This Month
Compared to last month
Gain
3.64%
Profit
$44,004.94
Win %
100%
This Year
Compared to last year
Gain
2.85%
Profit
$34,790.87
Win %
45%
No Data
NMRK Newmark Group Inc.
-0.56%
-$6,863.15 Events
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Dividends
Dividend Analysis
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| Trades 25 | Longs Won 9/25 36% | Profit Factor 0.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $211,960.38 |
| Average Win $148,311.03 | Best Trade (Sep 29) $685,256 | Sharpe Ratio -4.91 |
| Average Loss -$116,278.63 | Worst Trade (Mar 30) -$449,001.18 | Z-Score -0.9 (63.14%) |
| Commissions $0 | Avg. Trade Length 4m 1w 1d | Expectancy -$30,217.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 11 | 10 | 9 | 8 | 6 | 5 | 4 | 3 | 2 | 1 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| NMRK Newmark Group Inc. | 80,743 | $1.22M | $1.21M | - | -$9,285.72 | -0.76% | -0.564% |
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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 Markus Wiklund?
The largest contributions to the portfolio's profits come from the following stocks: GE HealthCare Technologies Inc - $696,506, PTC Therapeutics, Inc - $279,281.32, W. P. Carey Inc - $100,918, Agree Realty Corporation - $98,802.28, and AtaiBeckley Inc - $25,026. 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: IQVIA Holdings Inc - $449,001.18, Abivax SA ADR - $337,884.62, Newmark Group Inc - $231,724.25, Arvinas Inc - $209,590.57, and Maravai Lifesciences Holdings Inc - $192,236.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Markus Wiklund's portfolio generate?
The portfolio generates substantial dividend income, with a total of $93,250.34 earned over time. The largest contributors to dividend income include Agree Realty Corporation - $46,525.82, The Cigna Group - $18,436.08, Newmark Group Inc - $16,544.94, GE HealthCare Technologies Inc - $11,250, and Becton, Dickinson and Company - $493.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Markus Wiklund's monthly returns?
Markus Wiklund's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Markus Wiklund's strategy be considered aggressive or moderate?
Markus Wiklund's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Markus Wiklund's strategy?
Markus Wiklund'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.
