Adam Schwallier Portfolio
Invests via Schwallier Wealth Management LLC | Managed by Adam Schwallier, Mary Kathryn (MK) Britenfeld, Kyle R. Schwallier
Invests via Schwallier Wealth Management LLC
Managed by Adam Schwallier, Mary Kathryn (MK) Britenfeld, Kyle R. Schwallier
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Adam Schwallier Profile
Adam Schwallier is an accomplished entrepreneur with a strong track record in founding and scaling technology startups. Leveraging his extensive experience in product development and market strategy, he has led multiple ventures that successfully integrated innovative solutions into their respective industries. His ability to navigate the complex landscape of entrepreneurship not only fosters business growth but also contributes significantly to community economic development. With a focus on harnessing new technologies, Adam continues to be a driving force behind emerging trends in the tech space, establishing himself as a vital player within entrepreneurial networks.
Adam Schwallier is an accomplished entrepreneur with a strong track record in founding and scaling technology startups. Leveraging his extensive experience in product development and market strategy, he has led multiple ventures that successfully integrated innovative solutions into their respective industries. His ability to navigate the complex landscape of entrepreneurship not only fosters business growth but also contributes significantly to community economic development. With a focus on harnessing new technologies, Adam continues to be a driving force behind emerging trends in the tech space, establishing himself as a vital player within entrepreneurial networks.
Investment Philosophy & Strategy
Opportunity arises from the convergence of technology and market needs, and Adam Schwallier excels at identifying these synergies. Drawing from his entrepreneurial background, he actively seeks out innovative ventures that leverage cutting-edge developments to disrupt established markets. His approach emphasizes scalability and sustainable growth through a deep understanding of consumer demand and industry dynamics. By fostering collaboration among diverse teams, he enhances operational efficiencies while ensuring that each venture remains agile in the face of change. This mindset not only drives profitability but also positions him as a catalyst for technological advancement in his field.
Opportunity arises from the convergence of technology and market needs, and Adam Schwallier excels at identifying these synergies. Drawing from his entrepreneurial background, he actively seeks out innovative ventures that leverage cutting-edge developments to disrupt established markets. His approach emphasizes scalability and sustainable growth through a deep understanding of consumer demand and industry dynamics. By fostering collaboration among diverse teams, he enhances operational efficiencies while ensuring that each venture remains agile in the face of change. This mindset not only drives profitability but also positions him as a catalyst for technological advancement in his field.
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:
29.02%
Gain +0.6%
Monthly
0.83%
Yearly
10.39%
Drawdown
12.07%
$148.42M
Equity
Holdings
$148.42M
Investment
$119.23M
$34.42M
Profit +$866,306.26
Realized
$5.23M
Unrealized
$29.19M
Dividends
$9.81M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.6%
Profit
$866,306.26
Win %
71%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$1.33M
Win %
71%
This Month
Compared to last month
Gain
-2.29%
Profit
-$3.48M
Win %
71%
This Year
Compared to last year
Gain
9.79%
Profit
$13.46M
Win %
69%
MSFT Microsoft Corp.
+2.15%
+$5,742.66 
AMZN Amazon.com Inc
+1.12%
+$4,785.84 
SLV iShares Silver Trust
+0.37%
+$769.31 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$2,069.28 
IEMG iShares Core MSCI Emerging Markets ETF
+0.34%
+$1,745.03 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.27%
+$1,093.37 
NVDA NVIDIA Corporation
+0.23%
+$1,524.24 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
+0.17%
+$2,689.94 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.13%
+$522.72 
DMAY FT Vest US Equity Deep Buffer Fund
+0.09%
+$334.32 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.04%
+$150.88 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.03%
+$70.53 
FTSM First Trust Enhanced Short Maturity Fund
0%
+$15.23 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
TSLA Tesla, Inc.
-2.97%
-$7,446.7 
AAPL Apple Inc.
-2.14%
-$19,776.9 
CAT Caterpillar Inc.
-1.76%
-$6,988.5 
DDM ProShares Ultra Dow30
-1.22%
-$6,180.96 
PSA Public Storage Common Stock
-0.79%
-$2,232.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.78%
-$8,225.1 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
-0.76%
-$9,053 
TPSC Timothy Plan US Small Cap Core ETF
-0.76%
-$2,410.82 
WWJD Inspire International ETF
-0.72%
-$5,549.6 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.7%
-$29,970.7 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$3,940.55 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.66%
-$34,243.1 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.66%
-$38,552.47 
JPM JPMorgan Chase & Co.
-0.65%
-$1,874.08 
VOE Vanguard Mid-Cap Value ETF
-0.64%
-$6,090.09 
MPV Barings Participation Investors
-0.63%
-$4,686.2 
SCHC Schwab International Small-Cap Equity ETF
-0.61%
-$2,305.21 
ELCV Eventide High Dividend ETF
-0.59%
-$1,516.38 
SCHF Schwab International Equity ETF
-0.56%
-$35,896.5 
SCHV Schwab U.S. Large-Cap Value ETF
-0.5%
-$2,420.12 
FTCS First Trust Capital Strength ETF
-0.49%
-$4,286.4 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.49%
-$1,711.2 
VTV Vanguard Value ETF
-0.46%
-$103,623.98 
SPHQ Invesco S&P 500 Quality ETF
-0.31%
-$97,888.96 
XMHQ Invesco S&P MidCap Quality ETF
-0.31%
-$1,336.53 
SPTB SPDR Portfolio Treasury ETF
-0.28%
-$1,680.43 
FBND Fidelity Total Bond ETF
-0.27%
-$14,801.04 
IBD Inspire Corporate Bond ETF
-0.25%
-$968.28 
SYK Stryker Corporation
-0.24%
-$886.85 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.24%
-$2,878.81 
ESGU iShares ESG Aware MSCI USA ETF
-0.23%
-$638.25 
GLD SPDR Gold Shares
-0.22%
-$910.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.2%
-$1,986.4 
SMBS Schwab Mortgage-Backed Securities ETF
-0.2%
-$8,809.6 
IVV iShares Core S&P 500 ETF
-0.18%
-$577.99 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.15%
-$3,290.04 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$3,819.76 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.12%
-$26,417.12 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.1%
-$3,961.43 
FLDR Fidelity Low Duration Bond ETF
-0.09%
-$1,876.72 
SPEM SPDR Portfolio Emerging Markets ETF
-0.07%
-$2,786.63 
PTL Inspire 500 ETF
-0.06%
-$659.26 
META Meta Platforms Inc Class A
-0.03%
-$117.12 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.01%
-$70.44 Events
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Dividends
Dividend Analysis
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| Trades 416 | Longs Won 277/416 66% | Profit Factor 21.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $461,829.7 |
| Average Win $130,341.5 | Best Trade (Jul 23) $7.98M | Sharpe Ratio -9.31 |
| Average Loss -$12,115.37 | Worst Trade (Jul 30) -$219,549.7 | Z-Score 2.47 (98.65%) |
| Commissions $0 | Avg. Trade Length 1y | Expectancy $82,741.73 |
| 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 | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
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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 Adam Schwallier?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Quality ETF - $2.93M, Vanguard Value ETF - $1.62M, Invesco S&P MidCap Quality ETF - $1.09M, JPMorgan Ultra-Short Income ETF - $1.06M, and PIMCO Multisector Bond Active ETF - $1.04M. 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: ProShares UltraPro QQQ - $108,359.08, FT Vest US Equity Deep Buffer Fund - $2,154.11, FT Vest U.S. Equity Deep Buffer Fund - $1,934.55, and Amazon.com Inc - $111.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam Schwallier's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.81M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $1.17M, JPMorgan Ultra-Short Income ETF - $1.01M, Vanguard Value ETF - $908,650.83, Invesco S&P 500 Quality ETF - $845,746.29, and First Trust Enhanced Short Maturity Fund - $811,258.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam Schwallier's monthly returns?
Adam Schwallier's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Adam Schwallier's strategy be considered aggressive or moderate?
Adam Schwallier's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Adam Schwallier's strategy?
Adam Schwallier's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
