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Jeremy Szuch Portfolio
Invests via MSA Advisors LLC | Managed by Jeremy Szuch
Invests via MSA Advisors LLC
Managed by Jeremy Szuch
Automatically Tracked
Jeremy Szuch Profile
Jeremy Szuch is a seasoned entrepreneur and investor with extensive experience in the technology sector. He has been instrumental in founding and scaling multiple startups, demonstrating a keen ability to identify market gaps and drive innovation. His leadership extends beyond just startups; he has actively participated in funding rounds, aiding companies to achieve substantial growth through strategic investment initiatives. With a background in computer science and business administration, his dual expertise positions him uniquely at the intersection of tech advancement and capital markets strategy. Jeremy’s contributions continue to shape emerging trends within entrepreneurial finance.
Jeremy Szuch is a seasoned entrepreneur and investor with extensive experience in the technology sector. He has been instrumental in founding and scaling multiple startups, demonstrating a keen ability to identify market gaps and drive innovation. His leadership extends beyond just startups; he has actively participated in funding rounds, aiding companies to achieve substantial growth through strategic investment initiatives. With a background in computer science and business administration, his dual expertise positions him uniquely at the intersection of tech advancement and capital markets strategy. Jeremy’s contributions continue to shape emerging trends within entrepreneurial finance.
Investment Philosophy & Strategy
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:
48.77%
Gain +0.49%
Monthly
1.19%
Yearly
15.31%
Drawdown
28.3%
$400.28M
Equity
Holdings
$400.28M
Investment
$317.7M
$135.19M
Profit +$1.82M
Realized
$52.62M
Unrealized
$82.57M
Dividends
$12.81M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.49%
Profit
$1.82M
Win %
78%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$4.6M
Win %
78%
This Month
Compared to last month
Gain
0.46%
Profit
$1.83M
Win %
78%
This Year
Compared to last year
Gain
0.66%
Profit
$2.61M
Win %
74%
BODYW The Beachbody Company, Inc.
+120%
+$108.1 
DNN Denison Mines Corp.
+8.56%
+$2,460.13 
COKE Coca-Cola Consolidated Inc.
+5.63%
+$13,749.4 
NKE Nike, Inc. - Class B
+5.62%
+$14,033.95 
LLY Eli Lilly and Company
+4.87%
+$367,694.86 
RKT Rocket Companies, Inc. Class A
+3.75%
+$4,599.38 
GAP Gap Inc.
+3.55%
+$248,584 
MSTR Strategy Inc.
+3.47%
+$160,480.98 
CMCSA Comcast Corp
+3.34%
+$16,149.07 
CAI Caris Life Sciences, Inc.
+3.11%
+$18,048 
SBUX Starbucks Corporation
+2.83%
+$899,070.48 
LYV Live Nation Entertainment, Inc.
+2.67%
+$764,877.96 
PTON Peloton Interactive, Inc.
+1.78%
+$1,639.44 
DIS The Walt Disney Company
+1.72%
+$32,231.25 
UBER Uber Technologies, Inc.
+1.67%
+$13,255.93 
DFAT Dimensional US Targeted Value ETF
+1.12%
+$16,265.25 
DFSV Dimensional US Small Cap Value ETF
+1.1%
+$10,289.09 
TPG TPG Inc.
+0.95%
+$67,797.2 
FWONA Liberty Media Corporation
+0.92%
+$18,536.4 
KLAR Klarna Group Plc
+0.8%
+$10,475.64 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.74%
+$5,028.48 
SPOT Spotify Technology S.A.
+0.73%
+$102,738.66 
MSFT Microsoft Corp.
+0.66%
+$143,140.8 
DUHP Dimensional US High Profitability ETF
+0.56%
+$12,625.37 
BRK-B Berkshire Hathaway Inc.
+0.48%
+$1,953.3 
GOOG Alphabet Inc
+0.44%
+$117,900.79 
SHOP Shopify Inc.
+0.2%
+$6,825 
SPY SPDR S&P 500 ETF Trust
+0.03%
+$14,515.01 
VOO Vanguard S&P 500 ETF
+0.01%
+$146.53 
DELL Dell Technologies Inc.
-8.16%
-$61,160.86 
NET Cloudflare Inc.
-4.44%
-$12,896.94 
SOXX iShares Semiconductor ETF
-2.29%
-$344,682.92 
NVDA NVIDIA Corporation
-2.06%
-$172,518.48 
SATL Satellogic Inc.
-1.69%
-$1,827.77 
TSLA Tesla, Inc.
-1.27%
-$6,752.34 
PLTR Palantir Technologies Inc.
-1.23%
-$11,315.7 
APO Apollo Global Management, Inc.
-0.59%
-$523,304.84 
JPM JPMorgan Chase & Co.
-0.47%
-$48,032 
META Meta Platforms Inc Class A
-0.45%
-$76,817.01 
AMZN Amazon.com Inc
-0.38%
-$2,279.5 
S SentinelOne Inc.
-0.28%
-$694.13 
BAC Bank of America Corporation
-0.2%
-$2,355.47 
AAPL Apple Inc.
-0.01%
-$1,882.9 Events
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Dividends
Dividend Analysis
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| Trades 184 | Longs Won 139/184 75% | Profit Factor 9.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.13M |
| Average Win $1.09M | Best Trade (Oct 14) $20.26M | Sharpe Ratio -11.57 |
| Average Loss -$367,313.56 | Worst Trade (Oct 15) -$3.86M | Z-Score 5.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w | Expectancy $734,734.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,089 | 980 | 871 | 763 | 654 | 545 | 436 | 327 | 218 | 109 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 94,192 | $21.25M | $32.3M | - | $11.05M | 51.98% | -0.006% |
| AMZN Amazon.com Inc | 2,350 | $446,056.3 | $594,808.5 | - | $148,752.2 | 33.35% | -0.382% |
| APO Apollo Global Management, Inc. | 781,052 | $80.55M | $88.04M | - | $7.49M | 9.3% | -0.591% |
| BAC Bank of America Corporation | 22,433 | $792,008.78 | $1.15M | - | $358,467.62 | 45.26% | -0.204% |
| BODYW The Beachbody Company, Inc. | 90,085 | $198.19 | $198.19 | - | - | - | +120% |
| BRK-B Berkshire Hathaway Inc. | 766 | $358,071.12 | $405,137.4 | - | $47,066.28 | 13.14% | +0.484% |
| CAI Caris Life Sciences, Inc. | 19,200 | $513,024 | $598,944 | - | $85,920 | 16.75% | +3.107% |
| CMCSA Comcast Corp | 22,988 | $862,739.64 | $500,046.47 | - | -$362,693.17 | -42.04% | +3.337% |
| COKE Coca-Cola Consolidated Inc. | 1,220 | $233,923 | $257,749.4 | - | $23,826.4 | 10.19% | +5.635% |
| DELL Dell Technologies Inc. | 1,475 | $242,092 | $688,035.87 | - | $445,943.87 | 184.2% | -8.164% |
| DFAT Dimensional US Targeted Value ETF | 21,687 | $1.35M | $1.47M | - | $118,844.91 | 8.78% | +1.116% |
| DFSV Dimensional US Small Cap Value ETF | 24,793 | $868,747 | $946,720.7 | - | $77,973.7 | 8.98% | +1.099% |
| DIS The Walt Disney Company | 17,190 | $1.69M | $1.91M | - | $216,671.46 | 12.83% | +1.72% |
| DNN Denison Mines Corp. | 13,298 | $43,484.46 | $31,183.81 | - | -$12,300.65 | -28.29% | +8.565% |
| DUHP Dimensional US High Profitability ETF | 53,725 | $1.97M | $2.29M | - | $314,022.62 | 15.9% | +0.555% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 20,952 | $583,513 | $682,825.68 | - | $99,312.68 | 17.02% | +0.742% |
| FWONA Liberty Media Corporation | 24,390 | $2.14M | $2.04M | - | -$90,731.2 | -4.25% | +0.915% |
| GAP Gap Inc. | 308,800 | $5.77M | $7.25M | - | $1.48M | 25.67% | +3.551% |
| GOOG Alphabet Inc | 78,600 | $12.54M | $27.13M | - | $14.59M | 116.39% | +0.436% |
| JPM JPMorgan Chase & Co. | 30,400 | $5.84M | $10.14M | - | $4.31M | 73.74% | -0.471% |
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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 Jeremy Szuch?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $16.54M, Apollo Global Management, Inc - $14.85M, Spotify Technology S.A - $11.07M, Live Nation Entertainment, Inc - $4.79M, and Alphabet Inc - $4.59M. 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: iShares Russell 2000 ETF - $1.32M, iShares Bitcoin Trust - $1.07M, Vail Resorts, Inc - $709,188, Mattel Inc - $438,732.78, and Advanced Micro Devices, Inc - $366,454. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremy Szuch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.81M earned over time. The largest contributors to dividend income include Apollo Global Management, Inc - $4.63M, SPDR S&P 500 ETF Trust - $2.48M, Starbucks Corporation - $2.24M, TPG Inc - $918,652.06, and JPMorgan Chase & Co - $509,690. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremy Szuch's monthly returns?
Jeremy Szuch'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 Jeremy Szuch's strategy be considered aggressive or moderate?
Jeremy Szuch'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 Jeremy Szuch's strategy?
Jeremy Szuch'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.
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