GS
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:
23.67%
Gain
Monthly
0.39%
Yearly
4.81%
Drawdown
11.04%
$325.13M
Equity
Holdings
$325.13M
Investment
$261.19M
$66.17M
Profit +$0.23
Realized
$2.22M
Unrealized
$63.95M
Dividends
$18.86M
Goals
Avg. 99.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$0.23
Win %
76%
This Week
Compared To Last Week
Gain
0.63%
Profit
$2.04M
Win %
76%
This Month
Compared to last month
Gain
0.4%
Profit
$1.28M
Win %
76%
This Year
Compared to last year
Gain
4.97%
Profit
$15.92M
Win %
77%
META Meta Platforms Inc Class A
+4.67%
+$11,183 
NVDA NVIDIA Corporation
+3.54%
+$19,355.16 
AMZN Amazon.com Inc
+3.13%
+$13,909.15 
DFAE Dimensional Emerging Core Equity Market ETF
+3.12%
+$396,316.25 
TT Trane Technologies plc
+3.12%
+$7,673.74 
CMI Cummins Inc.
+3.05%
+$13,144.89 
VUG Vanguard Growth ETF
+2.81%
+$114,364.8 
MGK Vanguard Mega Cap Growth ETF
+2.77%
+$115,607.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.76%
+$8,877.4 
EEM iShares MSCI Emerging Markets ETF
+2.75%
+$11,646.36 
GOOGL Alphabet Inc
+2.69%
+$9,312.23 
MSFT Microsoft Corp.
+2.31%
+$14,044.17 
IWF iShares Russell 1000 Growth ETF
+2.26%
+$38,665 
IWY iShares Russell Top 200 Growth ETF
+2.24%
+$560,918.83 
VWO Vanguard FTSE Emerging Markets ETF
+2.17%
+$7,988.97 
AAPL Apple Inc.
+1.82%
+$17,568.09 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$8,292.73 
VOO Vanguard S&P 500 ETF
+1.74%
+$17,202.25 
DFUS Dimensional U.S. Equity Market ETF
+1.73%
+$18,797.83 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.68%
+$4,269.65 
IWL iShares Russell Top 200 ETF
+1.64%
+$13,047 
DFAU Dimensional US Core Equity Market ETF
+1.58%
+$29,019.87 
IVV iShares Core S&P 500 ETF
+1.5%
+$192,419.14 
VO Vanguard Mid-Cap ETF
+1.24%
+$180,663.12 
VB Vanguard Small-Cap ETF
+0.69%
+$2,045.58 
IWD iShares Russell 1000 Value ETF
+0.68%
+$2,849.55 
IWR iShares Russell Mid-Cap ETF
+0.65%
+$3,571.3 
IWM iShares Russell 2000 ETF
+0.58%
+$1,896.18 
PG Procter & Gamble Co
+0.57%
+$1,388.92 
VTV Vanguard Value ETF
+0.53%
+$1,298.37 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$27,524.48 
DFAI Dimensional International Core Equity Market ETF
+0.45%
+$121,178.77 
HD The Home Depot, Inc.
+0.43%
+$1,053.91 
XMHQ Invesco S&P MidCap Quality ETF
+0.33%
+$4,767.08 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.31%
+$1,799.7 
USMV iShares MSCI USA Min Vol Factor ETF
+0.3%
+$5,324.05 
IXUS iShares Core International Stock ETF
+0.19%
+$24,569.46 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$6,336.19 
IAGG iShares International Aggregate Bond Fund
+0.14%
+$12,159.77 
JCPB JPMorgan Core Plus Bond ETF
+0.13%
+$40,710.84 
JMUB JPMorgan Municipal Bond ETF
+0.12%
+$1,415.28 
MUB iShares National Muni Bond ETF
+0.11%
+$400.79 
VOE Vanguard Mid-Cap Value ETF
+0.11%
+$489.95 
FBND Fidelity Total Bond ETF
+0.11%
+$1,257.95 
IUSB iShares Core Universal USD Bond ETF
+0.11%
+$17,323.35 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.1%
+$314.88 
VTEB Vanguard Tax-Exempt Bond ETF
+0.1%
+$1,985.65 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$3,821.22 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.09%
+$7,445.55 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$2,588.52 
VYM Vanguard High Dividend Yield ETF
+0.08%
+$29,350.15 
DFCF Dimensional Core Fixed Income ETF
+0.07%
+$536.13 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$1,972.15 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$3,550.75 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.06%
+$890.1 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.06%
+$405.36 
DFAS Dimensional U.S. Small Cap ETF
+0.05%
+$11,818.24 
FMB First Trust Managed Municipal Fund
+0.05%
+$432.02 
SHY iShares 1-3 Year Treasury Bond ETF
+0.05%
+$177.64 
BNDX Vanguard Total International Bond ETF
+0.02%
+$1,808.71 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$160.68 
XOM Exxon Mobil Corporation
-4.14%
-$14,061.8 
ELDN Eledon Pharmaceuticals Inc.
-3.92%
-$1,400 
FITB Fifth Third Bancorp
-3.16%
-$14,846.86 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-2.86%
-$6,814.6 
JNJ Johnson & Johnson
-2.16%
-$6,147.8 
VZ Verizon Communications Inc.
-2.16%
-$4,254.64 
CVS CVS Health Corporation
-1.25%
-$5,391.36 
T AT&T Inc.
-1.23%
-$8,445.09 
BRO Brown & Brown Inc.
-1.18%
-$3,251.09 
KR Kroger Co.
-1%
-$3,176.56 
EFA iShares MSCI EAFE ETF
-0.9%
-$5,747.13 
IJS iShares S&P Small-Cap 600 Value ETF
-0.87%
-$7,366.8 
DFAR Dimensional US Real Estate ETF
-0.86%
-$9,442.65 
DFGR Dimensional Global Real Estate ETF
-0.65%
-$40,155.93 
SCHD Schwab U.S. Dividend Equity ETF
-0.58%
-$2,002.98 
JPM JPMorgan Chase & Co.
-0.41%
-$3,319.83 
LLY Eli Lilly and Company
-0.32%
-$19,867.06 
SNA Snap-on Inc.
-0.22%
-$1,423.77 
IJR iShares Core S&P Small-Cap ETF
-0.2%
-$2,368.24 Events
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Dividends
Dividend Analysis
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| Trades 1094 | Longs Won 707/1094 64% | Profit Factor 8.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $451,145.83 |
| Average Win $104,641.72 | Best Trade (Jun 15) $7.76M | Sharpe Ratio 0.96 |
| Average Loss -$21,253.3 | Worst Trade (Sep 29) -$720,050.34 | Z-Score -4.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 1d | Expectancy $60,484.31 |
| 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 | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
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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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