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:
38.83%
Gain +0.15%
Monthly
0.51%
Yearly
6.24%
Drawdown
12.55%
$332.5M
Equity
Holdings
$332.5M
Investment
$274.16M
$61.49M
Profit +$401,214.42
Realized
$3.15M
Unrealized
$58.34M
Dividends
$21.91M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$401,214.42
Win %
57%
This Week
Compared To Last Week
Gain
0.12%
Profit
$401,214.42
Win %
57%
This Month
Compared to last month
Gain
-0.68%
Profit
-$2.28M
Win %
57%
This Year
Compared to last year
Gain
-1.06%
Profit
-$3.55M
Win %
61%
CMI Cummins Inc.
+2.19%
+$7,442.32 
PANW Palo Alto Networks, Inc.
+1.76%
+$4,767.34 
NVDA NVIDIA Corporation
+1.74%
+$10,134.42 
CVS CVS Health Corporation
+1.73%
+$6,075.51 
GOOGL Alphabet Inc
+1.13%
+$3,566.56 
FITB Fifth Third Bancorp
+1.11%
+$4,777.92 
AMZN Amazon.com Inc
+1.07%
+$5,665.8 
IJR iShares Core S&P Small-Cap ETF
+1.07%
+$12,078.58 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+1.04%
+$2,257.2 
XLK State Street Technology Select Sector SPDR ETF
+1.04%
+$2,168.9 
IHAK iShares Cybersecurity and Tech ETF
+0.99%
+$2,799.56 
DFAS Dimensional U.S. Small Cap ETF
+0.99%
+$229,550.86 
IWF iShares Russell 1000 Growth ETF
+0.96%
+$16,896.51 
IJH iShares Core S&P Mid-Cap ETF
+0.94%
+$28,232.28 
VB Vanguard Small-Cap ETF
+0.94%
+$2,648.7 
VUG Vanguard Growth ETF
+0.94%
+$40,430.25 
IWM iShares Russell 2000 ETF
+0.94%
+$2,719.63 
DFAE Dimensional Emerging Core Equity Market ETF
+0.93%
+$124,413.54 
IJS iShares S&P Small-Cap 600 Value ETF
+0.86%
+$6,910.86 
IWY iShares Russell Top 200 Growth ETF
+0.86%
+$229,729.06 
MGK Vanguard Mega Cap Growth ETF
+0.83%
+$37,943.29 
TT Trane Technologies plc
+0.83%
+$2,054.18 
EEM iShares MSCI Emerging Markets ETF
+0.81%
+$3,338.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.81%
+$2,130.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.79%
+$1,692.75 
META Meta Platforms Inc Class A
+0.72%
+$2,241.2 
IWL iShares Russell Top 200 ETF
+0.71%
+$4,870.16 
EFA iShares MSCI EAFE ETF
+0.67%
+$4,036.5 
IXUS iShares Core International Stock ETF
+0.65%
+$68,788.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$1,740.03 
DFUS Dimensional U.S. Equity Market ETF
+0.64%
+$7,111.54 
SPY SPDR S&P 500 ETF Trust
+0.63%
+$3,204.52 
FMB First Trust Managed Municipal Fund
+0.62%
+$5,175 
AAPL Apple Inc.
+0.62%
+$6,793.46 
IVV iShares Core S&P 500 ETF
+0.62%
+$83,343.5 
SNA Snap-on Inc.
+0.59%
+$3,658.62 
IWR iShares Russell Mid-Cap ETF
+0.59%
+$2,976.12 
VOO Vanguard S&P 500 ETF
+0.58%
+$6,687.13 
DFAR Dimensional US Real Estate ETF
+0.54%
+$4,928.17 
MSFT Microsoft Corp.
+0.54%
+$4,387.37 
VYM Vanguard High Dividend Yield ETF
+0.53%
+$188,057.17 
DFAU Dimensional US Core Equity Market ETF
+0.51%
+$10,333.71 
VWO Vanguard FTSE Emerging Markets ETF
+0.5%
+$1,632.54 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$27,431.82 
VO Vanguard Mid-Cap ETF
+0.48%
+$76,512.62 
DFAI Dimensional International Core Equity Market ETF
+0.47%
+$137,078.25 
XMHQ Invesco S&P MidCap Quality ETF
+0.42%
+$6,028.8 
JMUB JPMorgan Municipal Bond ETF
+0.37%
+$4,207.7 
VTEB Vanguard Tax-Exempt Bond ETF
+0.36%
+$6,965.41 
MUB iShares National Muni Bond ETF
+0.34%
+$1,152.64 
DFGR Dimensional Global Real Estate ETF
+0.34%
+$19,898.01 
IVE ISHARES S&P 500 VALUE ETF
+0.33%
+$6,371.08 
IWD iShares Russell 1000 Value ETF
+0.29%
+$1,241.71 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.27%
+$1,494.45 
BNDX Vanguard Total International Bond ETF
+0.27%
+$23,577.12 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.22%
+$477.4 
PG Procter & Gamble Co
+0.2%
+$497.06 
VOE Vanguard Mid-Cap Value ETF
+0.2%
+$893.88 
HD The Home Depot, Inc.
+0.19%
+$394.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.15%
+$683.55 
IAGG iShares International Aggregate Bond Fund
+0.14%
+$13,012.3 
VTV Vanguard Value ETF
+0.09%
+$208.87 
USMV iShares MSCI USA Min Vol Factor ETF
+0.02%
+$351.46 
FBND Fidelity Total Bond ETF
+0.01%
+$116.27 
CBZ CBIZ Inc.
0%
$0 
BRO Brown & Brown Inc.
-3%
-$8,448.95 
MU Micron Technology, Inc.
-1.96%
-$4,859 
JNJ Johnson & Johnson
-0.61%
-$1,851.03 
JPM JPMorgan Chase & Co.
-0.54%
-$4,833.91 
LLY Eli Lilly and Company
-0.4%
-$25,375.24 
T AT&T Inc.
-0.25%
-$2,595.72 
XOM Exxon Mobil Corporation
-0.24%
-$863.49 
KR Kroger Co.
-0.18%
-$551.98 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$2,218.53 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$195.95 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$1,814.25 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$8,899.27 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$2,238.05 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$2,570.79 
JCPB JPMorgan Core Plus Bond ETF
-0.03%
-$10,722.74 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.03%
-$489.35 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$145.55 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$66.01 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$86.79 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.02%
-$1,297.55 
DFCF Dimensional Core Fixed Income ETF
-0.01%
-$91.14 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1179 | Longs Won 701/1179 59% | Profit Factor 5.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $434,665.29 |
| Average Win $105,421.45 | Best Trade (Aug 13) $8.64M | Sharpe Ratio 0.4 |
| Average Loss -$26,526.2 | Worst Trade (Oct 06) -$891,128.1 | Z-Score -10.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $52,151.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,322 | $680,833.94 | $1.1M | - | $423,282.59 | 62.17% | +0.619% |
| AGG iShares Core U.S. Aggregate Bond ETF | 44,761 | $4.44M | $4.22M | - | -$217,811.87 | -4.9% | -0.053% |
| AMZN Amazon.com Inc | 2,130 | $467,709.47 | $534,395.7 | - | $66,686.23 | 14.26% | +1.072% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,919 | $299,682.65 | $285,068.06 | - | -$14,614.59 | -4.88% | -0.069% |
| BND Vanguard Total Bond Market Index Fund | 43,162 | $3.17M | $3.02M | - | -$145,721.29 | -4.6% | -0.073% |
| BNDX Vanguard Total International Bond ETF | 188,617 | $9.29M | $8.85M | - | -$441,453.94 | -4.75% | +0.267% |
| BRO Brown & Brown Inc. | 4,567 | $325,782.26 | $273,654.64 | - | -$52,127.62 | -16% | -2.995% |
| BSV Vanguard Short-Term Bond ETF | 36,285 | $2.81M | $2.77M | - | -$40,808.04 | -1.45% | -0.066% |
| CBZ CBIZ Inc. | 8,219 | $265,720.27 | $449,661.49 | - | $183,941.22 | 69.22% | 0.0 |
| CMI Cummins Inc. | 656 | $207,483.52 | $346,594.32 | - | $139,110.8 | 67.05% | +2.194% |
| CVS CVS Health Corporation | 4,133 | $320,814.37 | $358,207.11 | - | $37,392.74 | 11.66% | +1.725% |
| DFAE Dimensional Emerging Core Equity Market ETF | 340,859 | $9.14M | $13.53M | - | $4.39M | 48.01% | +0.928% |
| DFAI Dimensional International Core Equity Market ETF | 702,969 | $22.73M | $29M | - | $6.27M | 27.59% | +0.475% |
| DFAR Dimensional US Real Estate ETF | 37,909 | $847,081.49 | $916,260.53 | - | $69,179.04 | 8.17% | +0.541% |
| DFAS Dimensional U.S. Small Cap ETF | 298,118 | $18.28M | $23.48M | - | $5.19M | 28.41% | +0.987% |
| DFAU Dimensional US Core Equity Market ETF | 38,273 | $1.39M | $2.02M | - | $631,240.71 | 45.45% | +0.514% |
| DFCF Dimensional Core Fixed Income ETF | 18,228 | $771,903.31 | $732,492.18 | - | -$39,411.13 | -5.11% | -0.012% |
| DFGR Dimensional Global Real Estate ETF | 221,089 | $5.87M | $5.95M | - | $77,298.99 | 1.32% | +0.336% |
| DFUS Dimensional U.S. Equity Market ETF | 13,418 | $714,288.92 | $1.12M | - | $410,005.3 | 57.4% | +0.637% |
| EEM iShares MSCI Emerging Markets ETF | 6,182 | $258,782.22 | $416,357.7 | - | $157,575.48 | 60.89% | +0.808% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $3.53M, iShares Core International Stock ETF - $2.7M, iShares Russell Top 200 Growth ETF - $2.2M, Vanguard High Dividend Yield ETF - $1.92M, and Dimensional International Core Equity Market ETF - $1.67M. 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 - $432,516.43, Vanguard Real Estate ETF - $100,001.92, CVS Health Corporation - $87,236.91, 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 $21.91M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $3.61M, Vanguard High Dividend Yield ETF - $2.54M, iShares Core Universal USD Bond ETF - $1.88M, Dimensional International Core Equity Market ETF - $1.4M, 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.
2026 © Marketlog. All Rights Reserved.
