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

Tracking: 0 Updated: Jun 12 at 08:11 PM

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.

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.

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:

40.49%

Gain +0.52%

Monthly

0.49%

Yearly

6.04%

Drawdown

15.62%

$240.2M

Equity

Holdings

$240.2M

Investment

$180.13M

$63.33M

Profit +$1.44M

Realized

$3.27M

Unrealized

$60.07M

Dividends

$14.27M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.52%

Profit

$1.44M

Win %

88%

This Week

Compared To Last Week

Gain

-0.06%

Profit

-$153,344.48

Win %

88%

This Month

Compared to last month

Gain

-0.32%

Profit

-$758,898.46

Win %

88%

This Year

Compared to last year

Gain

7.99%

Profit

$17.86M

Win %

88%

Gainers
Losers

COPX Global X Copper Miners ETF

+3.39%

+$16,203.72

JPM JPMorgan Chase & Co.

+2.3%

+$5,797.67

LIT GLOBAL X LITHIUM & BATTERY T

+2.03%

+$7,033.96

OXY Occidental Petroleum Corporation

+1.9%

+$4,209.45

TSLA Tesla, Inc.

+1.88%

+$5,208.48

ONB Old National Bancorp

+1.82%

+$5,885.1

BX Blackstone Inc.

+1.57%

+$3,800

DAL Delta Air Lines, Inc.

+1.5%

+$4,991.34

EWW iShares MSCI Mexico ETF

+1.44%

+$5,368.73

CHRW C.H. Robinson Worldwide, Inc.

+1.38%

+$17,410.6

SSPY Syntax Stratified LargeCap ETF

+1.37%

+$7,983.86

FCG First Trust Natural Gas ETF

+1.37%

+$4,562.22

GNR SPDR S&P Global Natural Resources ETF

+1.19%

+$136,157.25

INDA ISHARES MSCI INDIA ETF

+1.07%

+$3,178.83

UA Under Armour Inc.

+1.03%

+$616.26

IWD iShares Russell 1000 Value ETF

+1.02%

+$4,503.69

IJR iShares Core S&P Small-Cap ETF

+1%

+$157,646.67

VIOO Vanguard S&P Small-Cap 600 ETF

+0.98%

+$5,023.3

VNQ Vanguard Real Estate ETF

+0.95%

+$94,260.27

IWR iShares Russell Mid-Cap ETF

+0.95%

+$3,898.44

IVOO Vanguard S&P Mid-Cap 400 ETF

+0.91%

+$9,394.84

IWM iShares Russell 2000 ETF

+0.9%

+$2,206.04

VWO Vanguard FTSE Emerging Markets ETF

+0.78%

+$233,104.17

XLE Energy Select Sector SPDR Fund

+0.77%

+$2,619.76

PBR Petrobras S.A. Sponsored ADR

+0.74%

+$1,453.55

IJH iShares Core S&P Mid-Cap ETF

+0.73%

+$178,386.99

UNH UnitedHealth Group Incorporated

+0.71%

+$27,693.67

IVE ISHARES S&P 500 VALUE ETF

+0.71%

+$8,432.15

BRK-B Berkshire Hathaway Inc.

+0.69%

+$4,103.76

ECL Ecolab Inc.

+0.65%

+$1,480.86

GGG Graco Inc.

+0.62%

+$70,707.98

EEM iShares MSCI Emerging Markets ETF

+0.59%

+$3,430

IVV iShares Core S&P 500 ETF

+0.58%

+$250,578.9

VOO Vanguard S&P 500 ETF

+0.58%

+$19,095.97

IWB iShares Russell 1000 ETF

+0.55%

+$3,933.84

GOOG Alphabet Inc

+0.46%

+$6,523.92

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.41%

+$8,721.35

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.35%

+$185,068

EFA iShares MSCI EAFE ETF

+0.31%

+$1,007.68

IEFA iShares Core MSCI EAFE ETF

+0.23%

+$9,623.46

BNDX Vanguard Total International Bond ETF

+0.17%

+$577.36

VWOB Vanguard Emerging Markets Government Bond Fund

+0.16%

+$510.73

GTLS Chart Industries Inc.

+0.11%

+$2,467.3

MSFT Microsoft Corp.

+0.1%

+$570

IBB iShares Biotechnology ETF

+0.1%

+$274.38

IWF iShares Russell 1000 Growth ETF

+0.06%

+$373.8

IWP iShares Russell Mid-Cap Growth ETF

+0.04%

+$451.55

LLY Eli Lilly and Company

-2.41%

-$6,261.91

CBUS Cibus Inc.

-1.6%

-$309.56

AAPL Apple Inc.

-1.52%

-$43,330.5

AMZN Amazon.com Inc

-1.23%

-$11,440.4

AVGO Broadcom Inc.

-0.91%

-$10,878

UWMC UWM Holdings Corporation

-0.84%

-$340.44

APG Api Group Corporation

-0.79%

-$1,722.57

RPRX Royalty Pharma plc

-0.76%

-$7,313.88

BOTZ Global X Robotics & Artificial Intelligence ETF

-0.38%

-$1,292.76

META Meta Platforms Inc Class A

-0.23%

-$746.19

Events

Dividends

Dividend Analysis

No Data

Trades 373	Longs Won 279/373 74%	Profit Factor 15.23
Profitability	Shorts Won 0/0 0%	Standard Deviation $776,985.34
Average Win $242,953.79	Best Trade (Jun 12) $10.67M	Sharpe Ratio -7.86
Average Loss -$47,360.62	Worst Trade (Jun 11) -$1.12M	Z-Score 16.5 (100%)
Commissions $0	Avg. Trade Length 2y 2m 6d	Expectancy $169,791.44

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	5,076	4,569	4,061	3,553	3,046	2,538	2,030	1,523	1,015	508