Patrick Severson Portfolio
Invests via TrueWealth Financial Partners | Managed by Patrick Severson
Invests via TrueWealth Financial Partners
Managed by Patrick Severson
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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:
49.26%
Gain +0.34%
Monthly
0.55%
Yearly
6.76%
Drawdown
20.4%
$251.2M
Equity
Holdings
$251.2M
Investment
$226.31M
$51.34M
Profit +$945,838.03
Realized
$26.45M
Unrealized
$24.89M
Dividends
$17.86M
Goals
Avg. 88% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$945,838.03
Win %
57%
This Week
Compared To Last Week
Gain
0.12%
Profit
$304,892.85
Win %
57%
This Month
Compared to last month
Gain
1.85%
Profit
$4.55M
Win %
57%
This Year
Compared to last year
Gain
3.8%
Profit
$9.19M
Win %
51%
VHT Vanguard Health Care ETF
+2.34%
+$282,005.21 
VDC VANGUARD CONSUMER STAPLES ETF
+1.59%
+$164,050.68 
VAW Vanguard Materials ETF
+1.48%
+$37,653 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.29%
+$287,797.86 
V Visa Inc. Class A
+1.24%
+$5,112.33 
VNQ Vanguard Real Estate ETF
+1.13%
+$118,595.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.77%
+$9,098.76 
MSFT Microsoft Corp.
+0.72%
+$132,374.84 
BND Vanguard Total Bond Market Index Fund
+0.68%
+$96,257.95 
AAPL Apple Inc.
+0.53%
+$3,274.2 
BNDX Vanguard Total International Bond ETF
+0.39%
+$2,797.77 
GOOG Alphabet Inc
+0.31%
+$5,450.6 
BSV Vanguard Short-Term Bond ETF
+0.26%
+$530.6 
VO Vanguard Mid-Cap ETF
+0.26%
+$27,438.16 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.21%
+$16,007.6 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.2%
+$579.5 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$23,729.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$23,274.48 
VT Vanguard Total World Stock ETF
+0.04%
+$358.12 
VUSB Vanguard Ultra-Short Bond ETF
+0.03%
+$614.5 
SPY SPDR S&P 500 ETF Trust
0%
+$91.83 
NVDA NVIDIA Corporation
-1.94%
-$19,352.19 
VDE Vanguard Energy ETF
-1.24%
-$197,879.91 
BABA Alibaba Group Holding Limited SP ADR
-0.72%
-$3,488.8 
AMZN Amazon.com Inc
-0.47%
-$6,194.41 
VWO Vanguard FTSE Emerging Markets ETF
-0.4%
-$62,876.13 
VEU Vanguard FTSE All-World ex-US ETF
-0.02%
-$1,066.4 
VOO Vanguard S&P 500 ETF
0%
-$397.18 Events
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Dividends
Dividend Analysis
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| Trades 395 | Longs Won 265/395 67% | Profit Factor 7.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $633,749.7 |
| Average Win $225,088.11 | Best Trade (Oct 14) $9.14M | Sharpe Ratio -8.09 |
| Average Loss -$63,940.05 | Worst Trade (Dec 30) -$1.13M | Z-Score -5.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 3d | Expectancy $129,964.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,922 | 3,529 | 3,137 | 2,745 | 2,353 | 1,961 | 1,569 | 1,176 | 784 | 392 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,799 | $456,568.21 | $620,259.22 | - | $163,691.01 | 35.85% | +0.531% |
| AMZN Amazon.com Inc | 5,162 | $1.08M | $1.31M | - | $230,276.82 | 21.42% | -0.472% |
| BABA Alibaba Group Holding Limited SP ADR | 4,361 | $547,131.06 | $481,323.57 | - | -$65,807.49 | -12.03% | -0.72% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 16,104 | $1.24M | $1.19M | - | -$57,088.68 | -4.59% | +0.773% |
| BND Vanguard Total Bond Market Index Fund | 201,124 | $14.81M | $14.26M | - | -$553,119.92 | -3.74% | +0.68% |
| BNDX Vanguard Total International Bond ETF | 15,280 | $734,204 | $721,721.77 | - | -$12,482.23 | -1.7% | +0.389% |
| BSV Vanguard Short-Term Bond ETF | 2,653 | $208,021.73 | $203,246.33 | - | -$4,775.4 | -2.3% | +0.262% |
| GOOG Alphabet Inc | 5,191 | $1.49M | $1.79M | - | $300,247.44 | 20.16% | +0.306% |
| ISTB iShares Core 1-5 Year USD Bond ETF | 6,100 | $295,606 | $288,743.5 | - | -$6,862.5 | -2.32% | +0.201% |
| MSFT Microsoft Corp. | 34,294 | $12.69M | $18.43M | - | $5.74M | 45.22% | +0.723% |
| NVDA NVIDIA Corporation | 4,511 | $786,718.4 | $978,932.11 | - | $192,213.71 | 24.43% | -1.939% |
| SPY SPDR S&P 500 ETF Trust | 3,059 | $1.99M | $2.35M | - | $364,908.02 | 18.34% | +0.004% |
| V Visa Inc. Class A | 1,053 | $322,956.47 | $417,288.1 | - | $94,331.63 | 29.21% | +1.24% |
| VAW Vanguard Materials ETF | 11,550 | $2.6M | $2.58M | - | -$20,100.45 | -0.77% | +1.48% |
| VBR VANGUARD SMALL-CAP VALUE ETF | 95,773 | $20.83M | $22.66M | - | $1.83M | 8.78% | +1.286% |
| VDC VANGUARD CONSUMER STAPLES ETF | 44,159 | $9.92M | $10.47M | - | $552,567.35 | 5.57% | +1.592% |
| VDE Vanguard Energy ETF | 84,927 | $14.7M | $15.8M | - | $1.11M | 7.52% | -1.237% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 290,931 | $18.68M | $20.18M | - | $1.51M | 8.08% | +0.115% |
| VEU Vanguard FTSE All-World ex-US ETF | 53,320 | $4M | $4.35M | - | $348,712.8 | 8.71% | -0.024% |
| VGSH Vanguard Short-Term Treasury Fund | 274,010 | $16.04M | $15.8M | - | -$240,516.19 | -1.5% | +0.15% |
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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 Patrick Severson?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $8.49M, Vanguard Energy ETF - $8.46M, Vanguard FTSE Emerging Markets ETF - $4.47M, VANGUARD SMALL-CAP VALUE ETF - $4.37M, and Vanguard FTSE All-World ex-US ETF - $4.22M. 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 Intuit Inc - $185,496.2. 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 $17.86M earned over time. The largest contributors to dividend income include Vanguard Energy ETF - $2.13M, Vanguard Real Estate ETF - $1.96M, Vanguard FTSE Emerging Markets ETF - $1.78M, Vanguard FTSE All-World ex-US ETF - $1.43M, and VANGUARD SMALL-CAP VALUE ETF - $1.4M. 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.
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