Gery Sadzewicz Portfolio
Invests via Forum Private Client Group LLC | Managed by Gery Sadzewicz
Invests via Forum Private Client Group LLC
Managed by Gery Sadzewicz
Automatically Tracked
Gery Sadzewicz Profile
With a diverse career encompassing executive leadership and entrepreneurial ventures, Gery Sadzewicz has established himself as a significant figure in the business landscape. His experience spans various sectors, reflecting an adeptness at steering companies toward growth through innovative strategies and operational improvements. Recognized for his impactful decision-making skills, he actively contributes to developing forward-looking initiatives that drive market relevance. In addition to fostering company performance, Sadzewicz is noted for his commitment to mentoring emerging leaders within organizations. His dynamic approach emphasizes the importance of agility and responsiveness in today’s fast-paced economic environment.
With a diverse career encompassing executive leadership and entrepreneurial ventures, Gery Sadzewicz has established himself as a significant figure in the business landscape. His experience spans various sectors, reflecting an adeptness at steering companies toward growth through innovative strategies and operational improvements. Recognized for his impactful decision-making skills, he actively contributes to developing forward-looking initiatives that drive market relevance. In addition to fostering company performance, Sadzewicz is noted for his commitment to mentoring emerging leaders within organizations. His dynamic approach emphasizes the importance of agility and responsiveness in today’s fast-paced economic environment.
Investment Philosophy & Strategy
Opportunities within emerging markets capture the attention of Gery Sadzewicz, who leverages his extensive executive experience to identify high-potential investments. His entrepreneurial mindset drives a focus on innovative business models that challenge conventional norms and expand market share. With a keen eye for operational efficiencies, he seeks ventures that demonstrate scalability and adaptability in competitive landscapes. The approach embodies an active engagement strategy, fostering partnerships that enhance value creation while navigating evolving consumer demands. Committed to excellence in execution, there is an underlying emphasis on building resilient enterprises capable of sustained growth.
Opportunities within emerging markets capture the attention of Gery Sadzewicz, who leverages his extensive executive experience to identify high-potential investments. His entrepreneurial mindset drives a focus on innovative business models that challenge conventional norms and expand market share. With a keen eye for operational efficiencies, he seeks ventures that demonstrate scalability and adaptability in competitive landscapes. The approach embodies an active engagement strategy, fostering partnerships that enhance value creation while navigating evolving consumer demands. Committed to excellence in execution, there is an underlying emphasis on building resilient enterprises capable of sustained growth.
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:
35.37%
Gain -0.01%
Monthly
0.57%
Yearly
7%
Drawdown
12.55%
$325.75M
Equity
Holdings
$325.75M
Investment
$261.19M
$66.53M
Profit -$23,520.11
Realized
$1.97M
Unrealized
$64.56M
Dividends
$20.73M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$23,520.11
Win %
67%
This Week
Compared To Last Week
Gain
1.22%
Profit
$3.92M
Win %
67%
This Month
Compared to last month
Gain
1.22%
Profit
$3.92M
Win %
67%
This Year
Compared to last year
Gain
8.59%
Profit
$25.76M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$67,180.94 
GOOGL Alphabet Inc
+6.73%
+$21,638.61 
TT Trane Technologies plc
+3.33%
+$7,877.8 
META Meta Platforms Inc Class A
+3.28%
+$7,460.96 
MSFT Microsoft Corp.
+3.02%
+$21,206.32 
NVDA NVIDIA Corporation
+2.93%
+$15,222.88 
VZ Verizon Communications Inc.
+1.52%
+$2,863.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,569.6 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$45,571.5 
VUG Vanguard Growth ETF
+1.1%
+$44,316.36 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,468.08 
IWL iShares Russell Top 200 ETF
+0.87%
+$6,958.44 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$204,530.78 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,113.98 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$12,513.4 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,385.58 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,037.34 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$7,519.13 
IVV iShares Core S&P 500 ETF
+0.69%
+$87,884.8 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$10,031.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,342.48 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$53,899.01 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,916.97 
PG Procter & Gamble Co
+0.37%
+$866.02 
SNA Snap-on Inc.
+0.33%
+$2,278.02 
JPM JPMorgan Chase & Co.
+0.27%
+$2,364.1 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$3,865.2 
JNJ Johnson & Johnson
+0.21%
+$625.4 
CMI Cummins Inc.
+0.19%
+$796.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$632.52 
T AT&T Inc.
+0.17%
+$1,164.84 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,652.31 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$749.22 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$81,430.92 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$2,673.42 
XOM Exxon Mobil Corporation
-0.97%
-$3,532.77 
ELDN Eledon Pharmaceuticals Inc.
-0.88%
-$300 
CVS CVS Health Corporation
-0.75%
-$3,327.48 
BRO Brown & Brown Inc.
-0.66%
-$2,152.13 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$172,202.69 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,035.24 
LLY Eli Lilly and Company
-0.53%
-$33,365.59 
DFAR Dimensional US Real Estate ETF
-0.52%
-$5,747.7 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$31,702.05 
IWM iShares Russell 2000 ETF
-0.47%
-$1,559.57 
HD The Home Depot, Inc.
-0.42%
-$1,024.44 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$21,117.87 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$2,144.52 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,559.3 
FBND Fidelity Total Bond ETF
-0.27%
-$3,019.08 
VTV Vanguard Value ETF
-0.27%
-$666.1 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$8,196.98 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$10,614.5 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$74,636.54 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,068.94 
BNDX Vanguard Total International Bond ETF
-0.23%
-$19,895.81 
VB Vanguard Small-Cap ETF
-0.22%
-$655.36 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$34,647.4 
KR Kroger Co.
-0.21%
-$586.44 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$590.4 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$3,615.22 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$41,364.14 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$13,896.88 
FITB Fifth Third Bancorp
-0.16%
-$772.38 
IXUS iShares Core International Stock ETF
-0.15%
-$19,109.58 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$2,136.24 
MUB iShares National Muni Bond ETF
-0.11%
-$400.8 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$1,297.34 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$4,224.16 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,985.65 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$7,445.55 
FMB First Trust Managed Municipal Fund
-0.08%
-$688.48 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$2,366.58 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$3,550.75 
VO Vanguard Mid-Cap ETF
-0.05%
-$7,299.52 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$270.24 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$338.24 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$44.42 Events
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Dividends
Dividend Analysis
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| Trades 1094 | Longs Won 678/1094 61% | Profit Factor 8.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $463,723.55 |
| Average Win $111,466.7 | Best Trade (Aug 05) $8.42M | Sharpe Ratio 0.49 |
| Average Loss -$22,368.5 | Worst Trade (Sep 29) -$720,050.34 | Z-Score -6.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3d | Expectancy $60,817.77 |
| 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 | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
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Returns
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FAQ
Which stocks have generated the highest profits for Gery Sadzewicz?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Core Plus Bond ETF - $3.38M, iShares Russell Top 200 Growth ETF - $2.2M, iShares Core International Stock ETF - $1.95M, Vanguard High Dividend Yield ETF - $1.71M, and Dimensional International Core Equity Market ETF - $1.54M. 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: iShares MSCI EAFE Min Vol Factor ETF - $436,815.01, Vanguard Real Estate ETF - $100,001.92, CVS Health Corporation - $89,119.09, Biolife Solutions Inc - $87,168, and iShares MSCI Emerging Markets Minimum Volatility Factor ETF - $73,690.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gery Sadzewicz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.73M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $3.46M, Vanguard High Dividend Yield ETF - $2.34M, iShares Core Universal USD Bond ETF - $1.82M, Dimensional International Core Equity Market ETF - $1.27M, and iShares Core International Stock ETF - $1.16M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gery Sadzewicz's monthly returns?
Gery Sadzewicz's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Gery Sadzewicz's strategy be considered aggressive or moderate?
Gery Sadzewicz'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 Gery Sadzewicz's strategy?
Gery Sadzewicz'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.
