Patrick Severson Portfolio
Invests via TrueWealth Financial Partners | Managed by Patrick Severson
Invests via TrueWealth Financial Partners
Managed by Patrick Severson
Automatically Tracked
Patrick Severson Profile
With a robust background in financial services, Patrick Severson has established himself as a prominent figure in corporate finance. His career trajectory encompasses pivotal roles at leading investment firms where he focused on strategic investments and business growth initiatives. Renowned for his analytical insights, he combines entrepreneurial spirit with operational expertise to foster value creation in complex market environments. By engaging with diverse stakeholders across various sectors, he contributes significantly to advancing corporate strategies that align with market opportunities and drive sustainable performance.
With a robust background in financial services, Patrick Severson has established himself as a prominent figure in corporate finance. His career trajectory encompasses pivotal roles at leading investment firms where he focused on strategic investments and business growth initiatives. Renowned for his analytical insights, he combines entrepreneurial spirit with operational expertise to foster value creation in complex market environments. By engaging with diverse stakeholders across various sectors, he contributes significantly to advancing corporate strategies that align with market opportunities and drive sustainable performance.
Investment Philosophy & Strategy
Investing through a lens of strategic foresight, Patrick Severson harnesses his extensive experience to identify transformative opportunities in the market. His approach is characterized by a deep understanding of corporate dynamics and value creation. By leveraging operational insights, he focuses on sectors poised for growth while fostering collaborative engagements with diverse industry stakeholders. This method ensures that investment decisions not only target immediate financial performance but also align with long-term sustainability goals.
Investing through a lens of strategic foresight, Patrick Severson harnesses his extensive experience to identify transformative opportunities in the market. His approach is characterized by a deep understanding of corporate dynamics and value creation. By leveraging operational insights, he focuses on sectors poised for growth while fostering collaborative engagements with diverse industry stakeholders. This method ensures that investment decisions not only target immediate financial performance but also align with long-term sustainability goals.
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:
42.29%
Gain +1.42%
Monthly
0.59%
Yearly
7.27%
Drawdown
20.41%
$280.11M
Equity
Holdings
$280.11M
Investment
$250.38M
$53.78M
Profit +$3.9M
Realized
$24.05M
Unrealized
$29.73M
Dividends
$16.85M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.42%
Profit
$3.9M
Win %
72%
This Week
Compared To Last Week
Gain
1.75%
Profit
$4.81M
Win %
72%
This Month
Compared to last month
Gain
1.75%
Profit
$4.81M
Win %
72%
This Year
Compared to last year
Gain
11.93%
Profit
$29.85M
Win %
54%
AMZN Amazon.com Inc
+15.32%
+$910,045.59 
GOOG Alphabet Inc
+6.88%
+$175,582.68 
GOOGL Alphabet Inc
+6.73%
+$69,634.53 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$28,131.92 
META Meta Platforms Inc Class A
+3.28%
+$13,808.07 
MSFT Microsoft Corp.
+3.02%
+$563,132.11 
NVDA NVIDIA Corporation
+2.93%
+$35,950.2 
SHEL Shell plc
+1.62%
+$3,601.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,615.36 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$11,620.83 
VDE Vanguard Energy ETF
+1.02%
+$143,622.96 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$148,896.16 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3,269.37 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$1,848.11 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,740.12 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$16,335.15 
VOO Vanguard S&P 500 ETF
+0.71%
+$385,673.33 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,246.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,498.72 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$3,215.94 
AVGO Broadcom Inc.
+0.37%
+$1,732.32 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,222.02 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$727.14 
JPM JPMorgan Chase & Co.
+0.27%
+$996.4 
VT Vanguard Total World Stock ETF
+0.26%
+$2,068.86 
JNJ Johnson & Johnson
+0.21%
+$468.52 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,554.84 
INTU Intuit Inc.
+0.18%
+$621.31 
WMT Walmart Inc.
+0.09%
+$174.8 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$409.67 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$371,674.16 
VAW Vanguard Materials ETF
-2.38%
-$62,711.07 
BA Boeing Company
-2.15%
-$7,987.26 
NFLX Netflix, Inc.
-2%
-$3,321.5 
NVS Novartis AG Sponsored ADR
-1.45%
-$3,325.09 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$4,914.35 
VHT Vanguard Health Care ETF
-0.76%
-$85,732.55 
MA Mastercard Incorporated
-0.74%
-$2,129.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$134,612.02 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$7,328.16 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$1,756.06 
SBUX Starbucks Corporation
-0.57%
-$2,126.4 
VNQ Vanguard Real Estate ETF
-0.54%
-$61,985.52 
LLY Eli Lilly and Company
-0.53%
-$2,421.35 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$2,569.59 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$40,501.27 
MBB iShares MBS ETF
-0.4%
-$991.23 
RY Royal Bank of Canada
-0.29%
-$787.52 
IGF iShares Global Infrastructure ETF
-0.28%
-$748.98 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,074.54 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$36,343.39 
COST Costco Wholesale Corporation
-0.24%
-$1,842.22 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,911.58 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,414.75 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$9,597.55 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$2,577.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$45,459.36 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$520.19 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$173.7 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$7,842.79 
VO Vanguard Mid-Cap ETF
-0.05%
-$5,375.52 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$130.48 
V Visa Inc. Class A
-0.04%
-$131.31 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$103.57 Events
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Dividends
Dividend Analysis
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| Trades 370 | Longs Won 258/370 69% | Profit Factor 7.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $659,522.27 |
| Average Win $240,075.38 | Best Trade (Aug 06) $8.73M | Sharpe Ratio -8.64 |
| Average Loss -$72,885.74 | Worst Trade (Dec 30) -$1.13M | Z-Score -3.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 2d | Expectancy $145,341.2 |
| 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 | 3,846 | 3,462 | 3,077 | 2,692 | 2,308 | 1,923 | 1,538 | 1,154 | 769 | 385 |
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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FAQ
Which stocks have generated the highest profits for Patrick Severson?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Energy ETF - $8.38M, Vanguard S&P 500 ETF - $8.34M, Vanguard FTSE Emerging Markets ETF - $4.44M, VANGUARD SMALL-CAP VALUE ETF - $4.27M, and Vanguard FTSE All-World ex-US ETF - $4.21M. 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: Capital Group Growth ETF - $371,653.8, Nuveen ESG Large-Cap Growth ETF - $313,426.54, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $245,275.49, iShares MSCI KLD 400 Social ETF - $222,487.75, and iShares ESG Aware MSCI USA ETF - $183,679.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patrick Severson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.85M earned over time. The largest contributors to dividend income include Vanguard Energy ETF - $2.04M, Vanguard Real Estate ETF - $1.87M, Vanguard FTSE Emerging Markets ETF - $1.75M, Vanguard FTSE All-World ex-US ETF - $1.42M, and VANGUARD SMALL-CAP VALUE ETF - $1.3M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patrick Severson's monthly returns?
Patrick Severson'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 Patrick Severson's strategy be considered aggressive or moderate?
Patrick Severson's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Patrick Severson's strategy?
Patrick Severson'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.
