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:
60.08%
Gain +1%
Monthly
0.81%
Yearly
10.13%
Drawdown
20.8%
$238.46M
Equity
Holdings
$238.46M
Investment
$180.13M
$61.56M
Profit +$1.49M
Realized
$3.23M
Unrealized
$58.33M
Dividends
$15.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1%
Profit
$1.49M
Win %
88%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$182,353.63
Win %
88%
This Month
Compared to last month
Gain
-0.78%
Profit
-$1.86M
Win %
88%
This Year
Compared to last year
Gain
9.52%
Profit
$20.72M
Win %
88%
AVGO Broadcom Inc.
+2.77%
+$31,872.54 
MSFT Microsoft Corp.
+2.08%
+$11,656.5 
PBR Petrobras S.A. Sponsored ADR
+1.7%
+$3,283.93 
GOOG Alphabet Inc
+1.61%
+$22,197.24 
AMZN Amazon.com Inc
+1.24%
+$11,865.55 
OXY Occidental Petroleum Corporation
+1.19%
+$2,613.45 
XLE Energy Select Sector SPDR Fund
+1.03%
+$3,542.63 
EEM iShares MSCI Emerging Markets ETF
+0.81%
+$4,373.25 
COPX Global X Copper Miners ETF
+0.74%
+$3,102.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.71%
+$15,143.43 
IWP iShares Russell Mid-Cap Growth ETF
+0.65%
+$8,082.74 
FCG First Trust Natural Gas ETF
+0.55%
+$1,813.19 
IWF iShares Russell 1000 Growth ETF
+0.55%
+$3,290.44 
EWW iShares MSCI Mexico ETF
+0.45%
+$1,637.1 
VWO Vanguard FTSE Emerging Markets ETF
+0.37%
+$108,950.39 
META Meta Platforms Inc Class A
+0.36%
+$1,328.81 
BRK-B Berkshire Hathaway Inc.
+0.21%
+$1,274 
VOO Vanguard S&P 500 ETF
+0.18%
+$5,830.8 
IVV iShares Core S&P 500 ETF
+0.17%
+$76,338.94 
IWB iShares Russell 1000 ETF
+0.17%
+$1,231.54 
DAL Delta Air Lines, Inc.
+0.07%
+$243.48 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.06%
+$184.68 
GTLS Chart Industries Inc.
0%
$0 
UWMC UWM Holdings Corporation
-5.69%
-$1,957.53 
UA Under Armour Inc.
-2.68%
-$2,002.85 
BX Blackstone Inc.
-2.39%
-$6,060 
AAPL Apple Inc.
-2.33%
-$74,720.94 
APG Api Group Corporation
-2.19%
-$4,524.96 
TSLA Tesla, Inc.
-2.16%
-$5,701.21 
LLY Eli Lilly and Company
-1.95%
-$5,162.09 
LIT GLOBAL X LITHIUM & BATTERY T
-1.84%
-$5,404.14 
ECL Ecolab Inc.
-1.52%
-$3,589.57 
CBUS Cibus Inc.
-1.4%
-$386.95 
GGG Graco Inc.
-1.27%
-$146,027.35 
ONB Old National Bancorp
-0.92%
-$3,204.11 
IBB iShares Biotechnology ETF
-0.8%
-$2,445.21 
INDA ISHARES MSCI INDIA ETF
-0.54%
-$1,642.4 
JPM JPMorgan Chase & Co.
-0.49%
-$1,332.98 
UNH UnitedHealth Group Incorporated
-0.47%
-$19,226.61 
VNQ Vanguard Real Estate ETF
-0.47%
-$47,894.41 
EFA iShares MSCI EAFE ETF
-0.45%
-$1,448.54 
IEFA iShares Core MSCI EAFE ETF
-0.4%
-$16,841.06 
GNR SPDR S&P Global Natural Resources ETF
-0.36%
-$40,046.25 
IVE ISHARES S&P 500 VALUE ETF
-0.34%
-$4,111.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.32%
-$166,561.2 
CHRW C.H. Robinson Worldwide, Inc.
-0.3%
-$4,104.4 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$67,497.78 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.28%
-$2,875.14 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.24%
-$1,285.02 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$33,860.49 
RPRX Royalty Pharma plc
-0.21%
-$2,089.68 
IWD iShares Russell 1000 Value ETF
-0.2%
-$902.58 
BNDX Vanguard Total International Bond ETF
-0.19%
-$650.97 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.19%
-$580.37 
SSPY Syntax Stratified LargeCap ETF
-0.12%
-$702.73 
IWM iShares Russell 2000 ETF
-0.07%
-$176.81 
IWR iShares Russell Mid-Cap ETF
-0.03%
-$133.77 Events
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Dividends
Dividend Analysis
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| Trades 373 | Longs Won 278/373 74% | Profit Factor 17.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $745,868.39 |
| Average Win $234,603.43 | Best Trade (Jul 20) $10.68M | Sharpe Ratio -10.34 |
| Average Loss -$38,541.66 | Worst Trade (Jul 20) -$1.07M | Z-Score 18.16 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 6d | Expectancy $165,035.65 |
| 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% | <0.01% |
| Consecutive Losing Trades | 6,173 | 5,556 | 4,938 | 4,321 | 3,704 | 3,086 | 2,469 | 1,852 | 1,235 | 617 |
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 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, Vanguard FTSE Emerging Markets ETF - $2.05M, iShares Core S&P 500 ETF - $1.98M, 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, QualTek Services Inc - $36,110, Tesla, Inc - $34,964.4, and Occidental Petroleum Corporation - $27,171.9. 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 $15.05M 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, Vanguard Real Estate ETF - $1.16M, and SPDR S&P Global Natural Resources 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.
