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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
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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:
14.95%
Gain
Monthly
0.47%
Yearly
5.75%
Drawdown
18.7%
$267.46M
Equity
Holdings
$267.46M
Investment
$223.5M
$72.32M
Profit +$3.17M
Realized
$28.36M
Unrealized
$43.96M
Dividends
$11.59M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
$3.17M
Win %
65%
This Week
Compared To Last Week
Gain
1.23%
Profit
$3.17M
Win %
65%
This Month
Compared to last month
Gain
-5.32%
Profit
-$14.62M
Win %
65%
This Year
Compared to last year
Gain
7.18%
Profit
$17.44M
Win %
64%
LYV
+62.94%
+$10.99M 
LLY Eli Lilly and Company
+6.99%
+$492,154.71 
PINS Pinterest, Inc. Class A
+6.7%
+$10,661.85 
S SentinelOne Inc.
+6.08%
+$9,717.89 
KLAR Klarna Group Plc
+6.06%
+$115,730.88 
TKO Tko Group Holdings Inc.
+5.93%
+$9,917.68 
UBER Uber Technologies, Inc.
+5.29%
+$57,021.14 
MSFT Microsoft Corp.
+5.25%
+$715,628.21 
BODI Beachbody Company, Inc.
+5.09%
+$44,141.65 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+5.08%
+$83,146.75 
COKE Coca-Cola Consolidated Inc.
+4.99%
+$10,918.99 
SHOP Shopify Inc.
+4.56%
+$99,255 
NET Cloudflare Inc.
+4.5%
+$9,137.95 
SPOT Spotify Technology S.A.
+4.3%
+$94,944.8 
GRAB Grab Holdings Limited
+2.89%
+$1,688 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$8,311.1 
AAPL Apple Inc.
+2.2%
+$556,401.27 
CMCSA Comcast Corp
+2%
+$10,459.54 
EAGL Eagle Capital Select Equity ETF
+1.79%
+$2,828 
AMZN Amazon.com Inc
+1.56%
+$8,319 
SBUX Starbucks Corporation
+1.39%
+$492,001.51 
RKT Rocket Companies, Inc. Class A
+1.35%
+$2,328.8 
SATL Satellogic Inc.
+1.31%
+$1,575.66 
TSLA Tesla, Inc.
+1.08%
+$8,705.73 
NVO Novo Nordisk A/S Sponsored ADR
+0.81%
+$1,347.51 
DIS The Walt Disney Company
+0.66%
+$11,173.5 
DFAT Dimensional US Targeted Value ETF
+0.61%
+$9,260.35 
DFSV Dimensional US Small Cap Value ETF
+0.59%
+$5,702.39 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.47%
+$103,656.24 
PTON Peloton Interactive, Inc.
+0.26%
+$273.24 
PALOU Paloma Acquisition Corp I Unit
+0.2%
+$128.44 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+0.08%
+$86.67 
ALCC AltC Acquisition Corp.
0%
$0 
DELL Dell Technologies Inc.
-3.76%
-$22,729.74 
BWXT Bwx Technologies Inc.
-3.36%
-$6,515.36 
JPM JPMorgan Chase & Co.
-2.15%
-$218,879.7 
GOOG Alphabet Inc
-2.13%
-$629,465.2 
NVDA NVIDIA Corporation
-2.05%
-$33,096.66 
CAI Caris Life Sciences, Inc.
-0.96%
-$3,456 
TPG TPG Inc.
-0.91%
-$61,864.94 
VOO Vanguard S&P 500 ETF
-0.84%
-$11,909.17 
SPY SPDR S&P 500 ETF Trust
-0.71%
-$400,518.09 
BAC Bank of America Corporation
-0.67%
-$8,748.87 
NKE Nike, Inc. - Class B
-0.39%
-$1,131.2 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$2,214 
TTWO Take-Two Interactive Software, Inc.
-0.15%
-$247.1 
ITA iShares U.S. Aerospace & Defense ETF
-0.14%
-$216.48 
DUHP Dimensional US High Profitability ETF
-0.11%
-$2,417.62 
BIRK Birkenstock Holding plc
-0.07%
-$123 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.03%
-$209.52 Events
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Dividends
Dividend Analysis
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| Trades 167 | Longs Won 111/167 66% | Profit Factor 4.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.14M |
| Average Win $927,045.32 | Best Trade (Jun 30) $19.67M | Sharpe Ratio -239.39 |
| Average Loss -$419,904.32 | Worst Trade (Jun 29) -$7.89M | Z-Score 0.88 (62.18%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2d | Expectancy $433,080.65 |
| 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% | 0.5% |
| Consecutive Losing Trades | 637 | 573 | 510 | 446 | 382 | 318 | 255 | 191 | 127 | 64 |
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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