PS
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:
28.66%
Gain +0.89%
Monthly
0.39%
Yearly
4.73%
Drawdown
13.87%
$130.78M
Equity
Holdings
$130.78M
Investment
$121.1M
$35.04M
Profit +$1.17M
Realized
$25.36M
Unrealized
$9.68M
Dividends
$15.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$1.17M
Win %
60%
This Week
Compared To Last Week
Gain
0.9%
Profit
$1.17M
Win %
60%
This Month
Compared to last month
Gain
0.81%
Profit
$1.06M
Win %
60%
This Year
Compared to last year
Gain
8%
Profit
$9.69M
Win %
60%
RKLB Rocket Lab Corporation
+7.58%
+$34,920 
FPXI First Trust International Equity Opportunities Fund
+4.9%
+$69,345.81 
NULG Nuveen ESG Large-Cap Growth ETF
+2.87%
+$147,575.47 
CGNG Capital Group New Geography Equity ETF
+2.86%
+$25,346.28 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.79%
+$25,783.71 
CGGR Capital Group Growth ETF
+2.79%
+$110,862.24 
CGXU Capital Group International Focus Equity ETF
+2.77%
+$73,261.84 
GOOG Alphabet Inc
+2.56%
+$6,426 
MSFT Microsoft Corp.
+2.48%
+$4,389.57 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+2.33%
+$56,534.78 
CGUS Capital Group Core Equity ETF
+1.75%
+$54,748.75 
SCHB Schwab U.S. Broad Market ETF
+1.73%
+$7,312.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.69%
+$4,007.87 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.63%
+$112,513.8 
DSI iShares MSCI KLD 400 Social ETF
+1.61%
+$69,202.56 
ESGU iShares ESG Aware MSCI USA ETF
+1.54%
+$63,737.27 
CGDV Capital Group Dividend Value ETF
+1.51%
+$60,168.57 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.46%
+$136,253.82 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.25%
+$89,530.43 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.2%
+$4,305.38 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$21,285.25 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.49%
+$2,551.55 
NUSC Nuveen ESG Small-Cap ETF
+0.45%
+$28,456.58 
OWNS CCM Affordable Housing MBS ETF
+0.41%
+$3,333.66 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.29%
+$6,125.68 
SPIP SPDR Portfolio TIPS ETF
+0.17%
+$397.8 
HYLS FT Tactical High Yield ETF
+0.15%
+$2,588.56 
GRNB VanEck Green Bond ETF
+0.14%
+$1,143.73 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.13%
+$3,395.7 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.13%
+$949.73 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.12%
+$587.48 
MBB iShares MBS ETF
+0.12%
+$878.83 
FTSL First Trust Senior Loan ETF
+0.11%
+$2,646.11 
FLMI Franklin Dynamic Municipal Bond ETF
+0.1%
+$382.07 
LMBS First Trust Low Duration Opportunities ETF
+0.09%
+$1,340.28 
TIP iShares TIPS Bond ETF
+0.09%
+$1,492.26 
CGCB Capital Group Core Bond ETF
+0.08%
+$1,645.26 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.07%
+$9,513.37 
CGCP Capital Group Core Plus Income ETF
+0.07%
+$960.57 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.07%
+$224.43 
FMB First Trust Managed Municipal Fund
+0.06%
+$7,462.47 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
0%
+$4.53 
SYK Stryker Corporation
-1.65%
-$3,333.36 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.01%
-$26,689.95 
EMLP First Trust North American Energy Infrastructure Fund
-0.66%
-$18,384.21 
LLY Eli Lilly and Company
-0.56%
-$1,417.5 
FRI First Trust S&P REIT Index Fund
-0.52%
-$17,774.29 
FVD First Trust Value Line Dividend Index Fund
-0.28%
-$4,425.84 
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$1,008.63 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.01%
-$150.45 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 304 | Longs Won 225/304 74% | Profit Factor 8.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $368,126 |
| Average Win $176,381.01 | Best Trade (Dec 30) $3.79M | Sharpe Ratio -8.39 |
| Average Loss -$58,827.68 | Worst Trade (Dec 30) -$1.13M | Z-Score -7.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m | Expectancy $115,257.7 |
| 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 | 2,222 | 2,000 | 1,778 | 1,556 | 1,333 | 1,111 | 889 | 667 | 444 | 222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
