BS
Brian Szymczak Portfolio
Invests via FSR Wealth Management Ltd. | Managed by Brian Szymczak
Invests via FSR Wealth Management Ltd.
Managed by Brian Szymczak
Automatically Tracked
Brian Szymczak Profile
With a robust background in financial analysis and strategic management, Brian Szymczak has made significant contributions within the capital markets. His expertise spans both private equity transactions and operational improvements, reflecting a comprehensive understanding of value creation across various industries. In his role as an operating executive, he emphasizes leveraging analytical insights to drive decision-making processes that enhance organizational performance. This blend of hands-on leadership and investment acumen positions him as a notable figure in today’s dynamic financial landscape.
With a robust background in financial analysis and strategic management, Brian Szymczak has made significant contributions within the capital markets. His expertise spans both private equity transactions and operational improvements, reflecting a comprehensive understanding of value creation across various industries. In his role as an operating executive, he emphasizes leveraging analytical insights to drive decision-making processes that enhance organizational performance. This blend of hands-on leadership and investment acumen positions him as a notable figure in today’s dynamic financial landscape.
Investment Philosophy & Strategy
Risk assessment is integral to investment choices, particularly in volatile markets. Brian Szymczak draws on his extensive experience to identify mispriced assets, utilizing a contrarian approach that seeks value where others may overlook potential. His strategic insights enable targeted investments that balance growth with prudent risk management. The focus lies on uncovering underappreciated opportunities, emphasizing rigorous analysis and proactive adjustments based on evolving market dynamics. This blend of financial savvy and leadership allows him to navigate complexities while remaining committed to driving sustainable growth through calculated investments.
Risk assessment is integral to investment choices, particularly in volatile markets. Brian Szymczak draws on his extensive experience to identify mispriced assets, utilizing a contrarian approach that seeks value where others may overlook potential. His strategic insights enable targeted investments that balance growth with prudent risk management. The focus lies on uncovering underappreciated opportunities, emphasizing rigorous analysis and proactive adjustments based on evolving market dynamics. This blend of financial savvy and leadership allows him to navigate complexities while remaining committed to driving sustainable growth through calculated investments.
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:
12.27%
Gain -0.1%
Monthly
0.66%
Yearly
8.26%
Drawdown
10.66%
$87.05M
Equity
Holdings
$87.05M
Investment
$80.04M
$9.64M
Profit -$96,228.85
Realized
$2.63M
Unrealized
$7.01M
Dividends
$400,789.94
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$96,228.85
Win %
74%
This Week
Compared To Last Week
Gain
0.76%
Profit
$652,284.96
Win %
74%
This Month
Compared to last month
Gain
0.07%
Profit
$59,629.73
Win %
74%
This Year
Compared to last year
Gain
-0.49%
Profit
-$252,086.94
Win %
67%
ABT Abbott Laboratories
+1.82%
+$10,229.41 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+1.42%
+$156,371.94 
META Meta Platforms Inc Class A
+0.94%
+$16,442.7 
AAPL Apple Inc.
+0.67%
+$5,785.47 
GLD SPDR Gold Shares
+0.43%
+$2,200.78 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.17%
+$412.33 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.13%
+$8,331.08 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.04%
+$2,031.91 
FLJJ AllianzIM U.S. Equity 6 Month Floor5 January/July ETF
+0.03%
+$153.95 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$129.59 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$297.93 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.01%
+$474.07 
GSEP FT Vest US Equity Moderate B Fund
0%
$0 
ONEZ
0%
$0 
QBER
0%
$0 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
0%
$0 
NVDA NVIDIA Corporation
-1.62%
-$16,066.65 
PAYM TrueShares S&P Autocallable Defensive Income ETF
-1.21%
-$10,455.68 
TSLA Tesla, Inc.
-1.04%
-$3,843.22 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.87%
-$2,143.7 
CSCO Cisco Systems, Inc.
-0.52%
-$1,664.7 
SEPZ TrueShares Structured Outcome September ETF
-0.5%
-$10,871.41 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$3,570.8 
JANZ TrueShares Structured Outcome January Fund
-0.4%
-$6,661.67 
AUGZ TrueShares Structured Outcome August ETF
-0.4%
-$4,677.53 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.39%
-$1,030.85 
OCTZ Trueshares Structured Outcome ETF October
-0.35%
-$5,631.2 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.35%
-$15,387.31 
OCTU AllianzIM U.S. Buffered 15 Uncapped October Fund
-0.33%
-$1,049.3 
NVBU AllianzIM U.S. Buffered Nov Fund
-0.31%
-$995.94 
CORO Ishares International Country Rotational Active ETF
-0.3%
-$818.95 
DECZ TrueShares Structured Outcome December ETF
-0.3%
-$2,492.4 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
-0.18%
-$1,379.29 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
-0.11%
-$4,422.48 
SEPT AllianzIM U.S. Large Cap Buffer10 Sep ETF
-0.08%
-$2,771.82 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
-0.06%
-$800.84 
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF
-0.05%
-$2,741.72 
ABBV AbbVie Inc.
-0.02%
-$221.52 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 223 | Longs Won 135/223 60% | Profit Factor 13.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $129,392.24 |
| Average Win $76,965 | Best Trade (Jun 16) $989,213.82 | Sharpe Ratio -18.11 |
| Average Loss -$8,571.36 | Worst Trade (Mar 31) -$165,042.31 | Z-Score -1.83 (95.2%) |
| Commissions $0 | Avg. Trade Length 7m 1w 6d | Expectancy $43,210.74 |
| 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 | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
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
