JS
John Swift Portfolio
Invests via Benchmark Investment Advisors LLC | Managed by John Swift
Invests via Benchmark Investment Advisors LLC
Managed by John Swift
Automatically Tracked
John Swift Profile
With an extensive career spanning diverse sectors, John Swift is a distinguished leader in corporate strategy and operational excellence. He has consistently demonstrated his capability to drive significant transformations within organizations, guiding them through complex market landscapes. His expertise extends across multiple industries where he has held executive positions, fostering innovation and growth at every turn. Notable for his hands-on approach to leadership, Swift's involvement in various entrepreneurial ventures showcases a robust commitment to nurturing emerging business models. This unique blend of operational acumen and strategic foresight enhances his influence in capital markets and investment circles.
With an extensive career spanning diverse sectors, John Swift is a distinguished leader in corporate strategy and operational excellence. He has consistently demonstrated his capability to drive significant transformations within organizations, guiding them through complex market landscapes. His expertise extends across multiple industries where he has held executive positions, fostering innovation and growth at every turn. Notable for his hands-on approach to leadership, Swift's involvement in various entrepreneurial ventures showcases a robust commitment to nurturing emerging business models. This unique blend of operational acumen and strategic foresight enhances his influence in capital markets and investment circles.
Investment Philosophy & Strategy
Identifying shifts within market dynamics informs investment decisions. John Swift's extensive experience in corporate strategy enables a nuanced understanding of competitive landscapes, particularly when evaluating transformational opportunities. With a focus on fostering innovation, his strategic mindset drives value creation across diverse sectors. This approach to capital deployment balances risk with potential for growth, positioning him effectively amidst evolving industry challenges. By leveraging insights from operational excellence and entrepreneurial ventures, he seeks investments that promise sustainable development and scalability.
Identifying shifts within market dynamics informs investment decisions. John Swift's extensive experience in corporate strategy enables a nuanced understanding of competitive landscapes, particularly when evaluating transformational opportunities. With a focus on fostering innovation, his strategic mindset drives value creation across diverse sectors. This approach to capital deployment balances risk with potential for growth, positioning him effectively amidst evolving industry challenges. By leveraging insights from operational excellence and entrepreneurial ventures, he seeks investments that promise sustainable development and scalability.
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:
97.95%
Gain +0.02%
Monthly
1.12%
Yearly
14.35%
Drawdown
21.09%
$221.22M
Equity
Holdings
$221.22M
Investment
$134.79M
$139.1M
Profit +$49,096.53
Realized
$41.45M
Unrealized
$97.66M
Dividends
$10.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$49,096.53
Win %
75%
This Week
Compared To Last Week
Gain
0.02%
Profit
$49,096.53
Win %
75%
This Month
Compared to last month
Gain
-0.04%
Profit
-$87,530.78
Win %
75%
This Year
Compared to last year
Gain
13.64%
Profit
$29.21M
Win %
72%
KLAC KLA Corporation
+5.55%
+$532,498.16 
SNDK SanDisk Corporation
+5.24%
+$462,781.3 
ANET Arista Networks, Inc.
+4.37%
+$167,635.21 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$274,091.7 
GEV GE Vernova Inc.
+3.73%
+$44,030.99 
GDX VanEck Gold Miners ETF
+2.97%
+$45,881.2 
AMAT Applied Materials, Inc.
+2.64%
+$157,831.72 
GS The Goldman Sachs Group, Inc.
+2.62%
+$7,292.59 
JPM JPMorgan Chase & Co.
+2.31%
+$64,968.87 
SYK Stryker Corporation
+2.15%
+$4,047.52 
FIX Comfort Systems USA, Inc.
+1.85%
+$97,680.69 
WELL Welltower Inc.
+1.69%
+$18,013.6 
VRT Vertiv Holdings Co
+1.68%
+$73,547.61 
EME EMCOR Group, Inc.
+1.42%
+$55,411 
ADI Analog Devices, Inc.
+1.37%
+$7,890.05 
O Realty Income Corporation
+1.31%
+$5,508 
LRCX Lam Research Corporation
+1.18%
+$88,327.02 
AZO AutoZone Inc.
+1.12%
+$8,115.1 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$2,462.48 
V Visa Inc. Class A
+1.05%
+$41,516.47 
VNQ Vanguard Real Estate ETF
+0.92%
+$6,520.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$3,872.18 
APH Amphenol Corporation
+0.88%
+$27,413.52 
DVYE iShares Emerging Markets Dividend ETF
+0.88%
+$15,845.7 
IWM iShares Russell 2000 ETF
+0.87%
+$3,632.21 
FTNT Fortinet Inc.
+0.85%
+$3,788.21 
BKNG Booking Holdings Inc.
+0.82%
+$25,818.75 
GE General Electric Company
+0.76%
+$13,233.3 
HD The Home Depot, Inc.
+0.73%
+$3,496.22 
MA Mastercard Incorporated
+0.71%
+$20,119.06 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$3,619.16 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$3,897.88 
ROP Roper Technologies Inc.
+0.68%
+$2,743.65 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$48,239.33 
MP MP Materials Corp.
+0.65%
+$19,326.58 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$3,460.42 
VOO Vanguard S&P 500 ETF
+0.55%
+$9,181.03 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,504.23 
URI United Rentals, Inc.
+0.54%
+$32,757.75 
GOOGL Alphabet Inc
+0.53%
+$39,288.7 
OUST Ouster, Inc.
+0.48%
+$3,896.52 
CDNS Cadence Design Systems, Inc.
+0.32%
+$2,859.68 
NTNX Nutanix, Inc.
+0.2%
+$1,456.3 
NHI National Health Investors, Inc.
+0.2%
+$699.99 
NVDA NVIDIA Corporation
+0.16%
+$50,446.72 
GWW W.W. Grainger, Inc.
+0.14%
+$685.7 
PH Parker-Hannifin Corporation
+0.12%
+$1,204.33 
MSFT Microsoft Corp.
+0.1%
+$4,304.29 
IAU iShares Gold Trust
+0.08%
+$517.8 
BRO Brown & Brown Inc.
+0.07%
+$455.08 
PANW Palo Alto Networks, Inc.
+0.03%
+$1,617.21 
LTC LTC Properties Inc.
+0.03%
+$89.7 
ANTM Anthem Inc
0%
$0 
CCFLU CCF Holdings LLC
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$57,521 
PLTR Palantir Technologies Inc.
-2.36%
-$75,782.3 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$62,985.17 
AAPL Apple Inc.
-1.52%
-$48,519 
MU Micron Technology, Inc.
-1.43%
-$157,216.61 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$2,919.84 
MELI MercadoLibre, Inc.
-1.27%
-$6,201.61 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$81,791.74 
AMZN Amazon.com Inc
-1.23%
-$51,716.95 
NFLX Netflix, Inc.
-1.14%
-$27,746.55 
UBER Uber Technologies, Inc.
-1.01%
-$25,238.5 
AVGO Broadcom Inc.
-0.91%
-$65,243.56 
NOW ServiceNow, Inc.
-0.9%
-$14,740.53 
SPOT Spotify Technology S.A.
-0.82%
-$25,840 
FICO Fair Isaac Corporation
-0.52%
-$1,532.65 
ISRG Intuitive Surgical, Inc.
-0.45%
-$855.6 
MCK McKesson Corporation
-0.4%
-$1,953.09 
CRM Salesforce Inc
-0.34%
-$2,121.28 
JPC Nuveen Preferred & Income Opportunities Fund
-0.26%
-$1,760 
META Meta Platforms Inc Class A
-0.26%
-$12,973.24 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.09%
-$966.11 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1564 | Longs Won 644/1564 41% | Profit Factor 5.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $636,750.04 |
| Average Win $261,039.88 | Best Trade (Jun 14) $18.1M | Sharpe Ratio -0.66 |
| Average Loss -$31,528.55 | Worst Trade (Dec 30) -$1.04M | Z-Score -7.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 2d | Expectancy $88,940.67 |
| 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 | 6,993 | 6,294 | 5,594 | 4,895 | 4,196 | 3,497 | 2,797 | 2,098 | 1,399 | 699 |
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
