Derek Swedberg Portfolio
Invests via PACK Private Wealth LLC | Managed by Derek Swedberg, Jason Lennartson
Invests via PACK Private Wealth LLC
Managed by Derek Swedberg, Jason Lennartson
Automatically Tracked
Derek Swedberg Profile
Derek Swedberg is a seasoned entrepreneur and investor with a track record of founding and scaling technology-driven ventures. His extensive experience in startup ecosystems allows him to navigate challenges inherent in early-stage growth, making him a vital resource for innovative businesses. With an emphasis on leveraging market trends, he fosters relationships that connect emerging companies with strategic opportunities. His leadership has contributed to significant advancements in product development and operational efficiency within the tech sector. This blend of practical expertise positions him as a notable figure in entrepreneurial circles.
Derek Swedberg is a seasoned entrepreneur and investor with a track record of founding and scaling technology-driven ventures. His extensive experience in startup ecosystems allows him to navigate challenges inherent in early-stage growth, making him a vital resource for innovative businesses. With an emphasis on leveraging market trends, he fosters relationships that connect emerging companies with strategic opportunities. His leadership has contributed to significant advancements in product development and operational efficiency within the tech sector. This blend of practical expertise positions him as a notable figure in entrepreneurial circles.
Investment Philosophy & Strategy
Harnessing a keen awareness of market dynamics, Derek Swedberg identifies untapped potential within the technology sector. His entrepreneurial acumen drives investment in transformative startups that prioritize innovation and scalability. By fostering collaborative relationships, he effectively bridges gaps between visionary founders and essential resources, enabling sustainable growth trajectories. The focus on leveraging cutting-edge trends allows for not just financial backing but also strategic guidance that enhances operational capabilities across portfolios. This proactive approach positions him as a catalyst for meaningful change in the tech landscape.
Harnessing a keen awareness of market dynamics, Derek Swedberg identifies untapped potential within the technology sector. His entrepreneurial acumen drives investment in transformative startups that prioritize innovation and scalability. By fostering collaborative relationships, he effectively bridges gaps between visionary founders and essential resources, enabling sustainable growth trajectories. The focus on leveraging cutting-edge trends allows for not just financial backing but also strategic guidance that enhances operational capabilities across portfolios. This proactive approach positions him as a catalyst for meaningful change in the tech landscape.
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:
73.43%
Gain -2.47%
Monthly
0.84%
Yearly
10.59%
Drawdown
20.85%
$244.27M
Equity
Holdings
$244.27M
Investment
$181.23M
$66.23M
Profit -$3.95M
Realized
$3.19M
Unrealized
$63.03M
Dividends
$15.09M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.47%
Profit
-$3.95M
Win %
85%
This Week
Compared To Last Week
Gain
-1.48%
Profit
-$3.67M
Win %
85%
This Month
Compared to last month
Gain
-0.56%
Profit
-$1.38M
Win %
85%
This Year
Compared to last year
Gain
1.24%
Profit
$2.98M
Win %
85%
RPRX Royalty Pharma plc
+2.47%
+$24,902.02 
DGII Digi International Inc.
+1.99%
+$6,640 
EEM iShares MSCI Emerging Markets ETF
+1.57%
+$8,832.25 
APG Api Group Corporation
+1.54%
+$3,393.72 
LIT GLOBAL X LITHIUM & BATTERY T
+1.48%
+$4,717.9 
CAT Caterpillar Inc.
+1.45%
+$3,375.47 
CHRW C.H. Robinson Worldwide, Inc.
+1.1%
+$10,591.93 
VNQ Vanguard Real Estate ETF
+0.96%
+$93,423.15 
IWP iShares Russell Mid-Cap Growth ETF
+0.93%
+$12,101.54 
ONB Old National Bancorp
+0.89%
+$3,138.72 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.88%
+$3,047.22 
JPM JPMorgan Chase & Co.
+0.87%
+$2,521.41 
UNH UnitedHealth Group Incorporated
+0.84%
+$32,524.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.84%
+$454,109.01 
IWF iShares Russell 1000 Growth ETF
+0.66%
+$4,086.88 
IWM iShares Russell 2000 ETF
+0.57%
+$1,448.25 
VBK Vanguard Small-Cap Growth ETF
+0.5%
+$1,086.01 
IBB iShares Biotechnology ETF
+0.49%
+$1,581.7 
VWO Vanguard FTSE Emerging Markets ETF
+0.48%
+$147,650.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.45%
+$9,952.11 
LLY Eli Lilly and Company
+0.43%
+$1,178.24 
IJR iShares Core S&P Small-Cap ETF
+0.42%
+$69,485.85 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.42%
+$4,454.45 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.41%
+$2,219.54 
IWR iShares Russell Mid-Cap ETF
+0.41%
+$1,758.12 
EFA iShares MSCI EAFE ETF
+0.38%
+$1,291.1 
IEFA iShares Core MSCI EAFE ETF
+0.38%
+$16,622.34 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$93,754.68 
IWB iShares Russell 1000 ETF
+0.3%
+$2,215.02 
EWW iShares MSCI Mexico ETF
+0.29%
+$1,059.3 
IVV iShares Core S&P 500 ETF
+0.25%
+$112,818.75 
VOO Vanguard S&P 500 ETF
+0.25%
+$8,503.35 
XLE Energy Select Sector SPDR Fund
+0.16%
+$714.5 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$1,197.15 
SSPY Syntax Stratified LargeCap ETF
+0.1%
+$594.8 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.08%
+$232.15 
GNR SPDR S&P Global Natural Resources ETF
+0.03%
+$3,212.78 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
META Meta Platforms Inc Class A
-3.38%
-$11,634.99 
MSFT Microsoft Corp.
-2.26%
-$16,216.5 
ECL Ecolab Inc.
-2.18%
-$5,369.2 
AMZN Amazon.com Inc
-1.83%
-$20,938 
TSLA Tesla, Inc.
-1.59%
-$3,678.19 
UA Under Armour Inc.
-1.54%
-$821.68 
UWMC UWM Holdings Corporation
-1.31%
-$340.44 
CLFD Clearfield Inc.
-1.26%
-$2,775 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$7,913.5 
GGG Graco Inc.
-1.25%
-$159,861.52 
PBR Petrobras S.A. Sponsored ADR
-0.95%
-$1,830.39 
FCG First Trust Natural Gas ETF
-0.93%
-$3,869.31 
AAPL Apple Inc.
-0.87%
-$25,442.9 
DAL Delta Air Lines, Inc.
-0.53%
-$1,887.84 
CBUS Cibus Inc.
-0.53%
-$154.78 
BX Blackstone Inc.
-0.52%
-$1,520 
COPX Global X Copper Miners ETF
-0.33%
-$1,666.34 
INDA ISHARES MSCI INDIA ETF
-0.28%
-$872.62 
GOOG Alphabet Inc
-0.18%
-$2,506.14 
IWD iShares Russell 1000 Value ETF
-0.06%
-$276.32 
AVGO Broadcom Inc.
-0.01%
-$93.38 Events
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Dividends
Dividend Analysis
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| Trades 392 | Longs Won 285/392 72% | Profit Factor 14.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $800,181.11 |
| Average Win $249,207.49 | Best Trade (Sep 03) $11.61M | Sharpe Ratio -10.8 |
| Average Loss -$44,821.21 | Worst Trade (Sep 14) -$880,448.31 | Z-Score 15.16 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 2w 3d | Expectancy $168,949.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,464 | 4,918 | 4,372 | 3,825 | 3,279 | 2,732 | 2,186 | 1,639 | 1,093 | 546 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,565 | $2.27M | $2.89M | - | $616,394.65 | 27.1% | -0.872% |
| AMZN Amazon.com Inc | 4,196 | $577,789.63 | $1.12M | - | $543,717.25 | 94.1% | -1.833% |
| APG Api Group Corporation | 5,142 | $208,353.84 | $223,934.1 | - | $15,580.26 | 7.48% | +1.539% |
| AVGO Broadcom Inc. | 3,114 | $1.03M | $1.3M | - | $267,952.92 | 26.07% | -0.007% |
| BNDX Vanguard Total International Bond ETF | 7,217 | $382,440.1 | $345,116.94 | - | -$37,323.16 | -9.76% | 0.0 |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 9,234 | $323,021.29 | $349,137.54 | - | $26,116.25 | 8.08% | +0.88% |
| BRK-B Berkshire Hathaway Inc. | 1,225 | $389,931.5 | $624,652 | - | $234,720.5 | 60.2% | -1.251% |
| BX Blackstone Inc. | 2,000 | $214,280 | $292,820 | - | $78,540 | 36.65% | -0.516% |
| CAT Caterpillar Inc. | 276 | $293,912.41 | $236,145.59 | - | -$57,766.82 | -19.65% | +1.45% |
| CBUS Cibus Inc. | 15,478 | $26,931.72 | $29,253.42 | - | $2,321.7 | 8.62% | -0.526% |
| CHRW C.H. Robinson Worldwide, Inc. | 6,620 | $712,510.6 | $971,154 | - | $258,643.4 | 36.3% | +1.103% |
| CLFD Clearfield Inc. | 7,500 | $290,625 | $218,175 | - | -$72,450 | -24.93% | -1.256% |
| COPX Global X Copper Miners ETF | 5,746 | $258,570 | $507,371.8 | - | $248,801.8 | 96.22% | -0.327% |
| DAL Delta Air Lines, Inc. | 3,933 | $193,424.94 | $353,694.69 | - | $160,269.75 | 82.86% | -0.531% |
| DGII Digi International Inc. | 4,000 | $292,920 | $340,960 | - | $48,040 | 16.4% | +1.986% |
| ECL Ecolab Inc. | 866 | $206,108 | $241,120.38 | - | $35,012.38 | 16.99% | -2.178% |
| EEM iShares MSCI Emerging Markets ETF | 8,575 | $345,919.05 | $569,894.5 | - | $223,975.45 | 64.75% | +1.574% |
| EFA iShares MSCI EAFE ETF | 3,149 | $247,763.32 | $341,666.5 | - | $93,903.18 | 37.9% | +0.379% |
| ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 3,812 | $59,086 | $59,086 | - | - | - | 0.0 |
| EWW iShares MSCI Mexico ETF | 4,815 | $256,628.25 | $368,154.9 | - | $111,526.65 | 43.46% | +0.289% |
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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 Derek Swedberg?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $4.19M, C.H. Robinson Worldwide, Inc - $2.42M, iShares Core S&P 500 ETF - $2.17M, Vanguard FTSE Emerging Markets ETF - $2.05M, and Mosaic Company - $1.58M. 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: Clearfield Inc - $351,752.84, Vanguard S&P Small-Cap 600 ETF - $230,632.15, Tesla, Inc - $137,253.16, Occidental Petroleum Corporation - $93,605.4, and Amazon.com Inc - $37,920.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Derek Swedberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.09M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $4.34M, Vanguard FTSE Emerging Markets ETF - $2.4M, iShares Core S&P 500 ETF - $1.71M, SPDR S&P Global Natural Resources ETF - $1.15M, and Vanguard Real Estate ETF - $1.15M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Derek Swedberg's monthly returns?
Derek Swedberg'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 Derek Swedberg's strategy be considered aggressive or moderate?
Derek Swedberg's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Derek Swedberg's strategy?
Derek Swedberg'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.
