SFC
Swisher Financial Concepts Inc. Portfolio
Invests via Swisher Financial Concepts Inc. | Managed by Swisher Financial Concepts Inc., Michael A. Henn, Dan Wolford
Invests via Swisher Financial Concepts Inc.
Managed by Swisher Financial Concepts Inc., Michael A. Henn, Dan Wolford
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Company Profile
Swisher Financial Concepts Inc. operates as a distinctive financial services firm specializing in comprehensive wealth management solutions. Recognized for its client-centric approach, the firm tailors strategies to meet diverse financial goals across various sectors including investment advisory and retirement planning. Its dedicated team leverages a blend of market analysis and personalized service to empower individuals and families in achieving long-term financial stability. With an emphasis on transparency and trust, Swisher Financial plays a pivotal role in shaping the financial futures of its clientele while adapting proactively to evolving market dynamics.
Swisher Financial Concepts Inc. operates as a distinctive financial services firm specializing in comprehensive wealth management solutions. Recognized for its client-centric approach, the firm tailors strategies to meet diverse financial goals across various sectors including investment advisory and retirement planning. Its dedicated team leverages a blend of market analysis and personalized service to empower individuals and families in achieving long-term financial stability. With an emphasis on transparency and trust, Swisher Financial plays a pivotal role in shaping the financial futures of its clientele while adapting proactively to evolving market dynamics.
Investment Philosophy & Strategy
In the realm of personalized finance, Swisher Financial Concepts Inc. is dedicated to aligning investment strategies with the distinct aspirations of its clients. The firm prioritizes deep insights into market behaviors and client needs, employing a tailored approach that fosters enduring relationships. With an acute focus on wealth creation through innovative solutions, it excels in both advisory services and proactive retirement planning. The commitment to understanding each client's financial journey drives operational excellence, enabling sound decision-making even amidst fluctuating economic conditions.
In the realm of personalized finance, Swisher Financial Concepts Inc. is dedicated to aligning investment strategies with the distinct aspirations of its clients. The firm prioritizes deep insights into market behaviors and client needs, employing a tailored approach that fosters enduring relationships. With an acute focus on wealth creation through innovative solutions, it excels in both advisory services and proactive retirement planning. The commitment to understanding each client's financial journey drives operational excellence, enabling sound decision-making even amidst fluctuating economic conditions.
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:
44.42%
Gain +0.04%
Monthly
1.2%
Yearly
15.43%
Drawdown
12.3%
$195.18M
Equity
Holdings
$195.18M
Investment
$157.22M
$47.4M
Profit +$41,876.71
Realized
$9.44M
Unrealized
$37.96M
Dividends
$7.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.04%
Profit
$41,876.71
Win %
78%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$305,522.63
Win %
78%
This Month
Compared to last month
Gain
-0.2%
Profit
-$390,662.74
Win %
78%
This Year
Compared to last year
Gain
9.72%
Profit
$17.3M
Win %
80%
LITE Lumentum Holdings Inc.
+7.34%
+$17,471.98 
GLW Corning Incorporated
+5.14%
+$12,143.08 
SOXX iShares Semiconductor ETF
+4.91%
+$18,797.5 
GEV GE Vernova Inc.
+4.56%
+$66,594.66 
VRT Vertiv Holdings Co
+3.62%
+$41,416.32 
SLV iShares Silver Trust
+3.56%
+$32,181.76 
CAT Caterpillar Inc.
+3.23%
+$10,622.28 
EMXC iShares MSCI Emerging Markets ex China ETF
+3.19%
+$26,250.8 
AVGO Broadcom Inc.
+3.11%
+$59,414.96 
CMI Cummins Inc.
+2.71%
+$10,340.04 
NVDA NVIDIA Corporation
+2.5%
+$37,492.33 
CEG Constellation Energy Corporation
+2.07%
+$5,638.5 
FDX FedEx Corporation
+1.93%
+$3,966.4 
CSCO Cisco Systems, Inc.
+1.56%
+$17,908.95 
VWO Vanguard FTSE Emerging Markets ETF
+1.55%
+$4,824 
QQQ Invesco QQQ Trust, Series 1
+1.51%
+$15,937.8 
IDEQ Lazard International Dynamic Equity ETF
+1.5%
+$10,225.5 
QQQM Invesco NASDAQ 100 ETF
+1.49%
+$3,808.44 
XMMO Invesco S&P MidCap Momentum ETF
+1.45%
+$8,796.75 
CGXU Capital Group International Focus Equity ETF
+1.43%
+$39,223.6 
CGIC Capital Group International Core Equity ETF
+1.33%
+$63,663.26 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.22%
+$192,157.55 
GE General Electric Company
+1.19%
+$11,579.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.13%
+$4,929.36 
GLD SPDR Gold Shares
+1.1%
+$11,109.15 
IAU iShares Gold Trust
+1.1%
+$13,182.89 
FNDF Schwab Fundamental International Large Company Index ETF
+1.09%
+$13,412.32 
VOOG Vanguard S&P 500 Growth ETF
+1.07%
+$7,866.54 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.06%
+$7,572.76 
URI United Rentals, Inc.
+0.98%
+$7,264.48 
TSLA Tesla, Inc.
+0.98%
+$5,198.39 
CGGR Capital Group Growth ETF
+0.93%
+$79,330.45 
VAW Vanguard Materials ETF
+0.92%
+$2,040.15 
R Ryder System Inc.
+0.9%
+$2,374.02 
MGK Vanguard Mega Cap Growth ETF
+0.83%
+$2,804.4 
CGUS Capital Group Core Equity ETF
+0.82%
+$3,218.4 
CGDV Capital Group Dividend Value ETF
+0.8%
+$107,455.53 
JPM JPMorgan Chase & Co.
+0.77%
+$6,895.84 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.7%
+$4,399.64 
CGDG Capital Group Dividend Growers ETF
+0.64%
+$53,375.76 
IVV iShares Core S&P 500 ETF
+0.61%
+$1,978.81 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.6%
+$104,777.3 
VOO Vanguard S&P 500 ETF
+0.58%
+$2,626.75 
SCHX Schwab U.S. Large-Cap ETF
+0.55%
+$1,675.52 
JPRE JPMorgan Realty Income ETF
+0.54%
+$2,389.43 
IYJ iShares U.S. Industrials ETF
+0.52%
+$2,872.8 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.49%
+$3,081.08 
VO Vanguard Mid-Cap ETF
+0.45%
+$3,133.44 
BLES Inspire Global Hope ETF
+0.42%
+$928 
IBUY Amplify Online Retail ETF
+0.41%
+$1,255.22 
ABBV AbbVie Inc.
+0.4%
+$52,926.78 
XOM Exxon Mobil Corporation
+0.39%
+$15,893.16 
BAC Bank of America Corporation
+0.35%
+$1,003.38 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.28%
+$1,790.78 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.17%
+$450.12 
EUSA iShares MSCI USA Equal Weighted ETF
+0.15%
+$14,227.3 
ITA iShares U.S. Aerospace & Defense ETF
+0.09%
+$311.01 
IYG iShares U.S. Financial Services ETF
+0.06%
+$152.22 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.06%
+$223.72 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.04%
+$99.3 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$186.63 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-2.14%
-$179,307.45 
MSFT Microsoft Corp.
-1.03%
-$42,741.37 
V Visa Inc. Class A
-0.99%
-$3,648.9 
ABT Abbott Laboratories
-0.97%
-$50,659.54 
JNJ Johnson & Johnson
-0.89%
-$1,900.47 
CINF Cincinnati Financial Corporation
-0.87%
-$4,112.82 
CNC Centene Corporation
-0.87%
-$8,301.48 
AMZN Amazon.com Inc
-0.86%
-$38,778.48 
MDLZ Mondelez International, Inc.
-0.82%
-$2,197.3 
GRC The Gorman-Rupp Company
-0.69%
-$2,340.8 
GOOG Alphabet Inc
-0.63%
-$8,362.74 
GOOGL Alphabet Inc
-0.63%
-$12,966.07 
COST Costco Wholesale Corporation
-0.59%
-$4,171.93 
MO Altria Group, Inc.
-0.58%
-$4,400.46 
GIS General Mills, Inc.
-0.57%
-$1,392.12 
MCK McKesson Corporation
-0.56%
-$2,194.8 
WMT Walmart Inc.
-0.53%
-$3,849.16 
PM Philip Morris International Inc.
-0.46%
-$7,502.7 
KO The Coca-Cola Company
-0.43%
-$1,292.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.42%
-$2,498.88 
COWZ Pacer US Cash Cows 100 ETF
-0.4%
-$11,193.78 
HBAN Huntington Bancshares Incorporated
-0.39%
-$1,184.61 
PG Procter & Gamble Co
-0.37%
-$3,544.2 
NEE NextEra Energy, Inc.
-0.27%
-$1,112.26 
CAH Cardinal Health Inc.
-0.27%
-$1,173.6 
LLY Eli Lilly and Company
-0.19%
-$2,671.38 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$11,880.99 
VGMS Vanguard Multi-Sector Fund
-0.15%
-$363.38 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$436.56 
CGCP Capital Group Core Plus Income ETF
-0.14%
-$9,661.59 
CGCB Capital Group Core Bond ETF
-0.12%
-$232.32 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$445.91 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.11%
-$8,323.71 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.09%
-$253.34 
VCRB Vanguard Core Bond ETF
-0.09%
-$224.35 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.08%
-$241.92 
PYLD PIMCO Multisector Bond Active ETF
-0.06%
-$328.29 
MRK Merck & Co., Inc.
-0.02%
-$75.9 
UNH UnitedHealth Group Incorporated
-0.02%
-$67.2 
VPU Vanguard Utilities ETF
-0.01%
-$16.58 Events
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Dividends
Dividend Analysis
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| Trades 744 | Longs Won 551/744 74% | Profit Factor 10.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $318,566.18 |
| Average Win $95,404.69 | Best Trade (Jul 27) $5.39M | Sharpe Ratio -12.19 |
| Average Loss -$26,783.78 | Worst Trade (Jul 22) -$1.87M | Z-Score 5.5 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 4d | Expectancy $63,707.95 |
| 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 | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
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 Swisher Financial Concepts Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Dividend Value ETF - $1.99M, Vanguard Mid-Cap ETF - $1.13M, Amazon.com Inc - $1.1M, Capital Group International Focus Equity ETF - $898,463.4, and Pacer US Cash Cows 100 ETF - $884,115.44. 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: Intel Corporation - $395,418.91, Agilon Health Inc - $387,413.31, ARK Innovation ETF Fund - $218,302.93, Prologis Inc - $103,939.52, and Invesco Active U.S. Real Estate Fund - $99,004.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Swisher Financial Concepts Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.46M earned over time. The largest contributors to dividend income include AbbVie Inc - $844,252.44, Capital Group U.S. Multi-Sector Income ETF - $762,451.53, Capital Group Core Plus Income ETF - $492,906.94, Vanguard Total International Stock Index Fund Investor Shares - $468,644.65, and Capital Group Dividend Value ETF - $436,511.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Swisher Financial Concepts Inc.'s monthly returns?
Swisher Financial Concepts Inc.'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 Swisher Financial Concepts Inc.'s strategy be considered aggressive or moderate?
Swisher Financial Concepts Inc.'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 Swisher Financial Concepts Inc.'s strategy?
Swisher Financial Concepts Inc.'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.
