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:
148.66%
Gain +0.75%
Monthly
1.6%
Yearly
20.93%
Drawdown
24.39%
$212.21M
Equity
Holdings
$212.21M
Investment
$122.05M
$179.53M
Profit +$1.31M
Realized
$89.37M
Unrealized
$90.16M
Dividends
$11.07M
Goals
Avg. 40.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$1.31M
Win %
78%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$1.89M
Win %
78%
This Month
Compared to last month
Gain
-0.96%
Profit
-$2.05M
Win %
78%
This Year
Compared to last year
Gain
-3.88%
Profit
-$8.44M
Win %
75%
SNDK SanDisk Corporation
+10.65%
+$665,089.76 
KLAC KLA Corporation
+7.18%
+$494,617.41 
MRVL Marvell Technology, Inc.
+6.12%
+$75,427.56 
MU Micron Technology, Inc.
+4.84%
+$465,365.51 
AMAT Applied Materials, Inc.
+3.92%
+$186,622.8 
LRCX Lam Research Corporation
+3.87%
+$230,475.18 
ASML ASML Holding N.V. New York Registry Shares
+3.43%
+$100,689.07 
VRT Vertiv Holdings Co
+2.94%
+$123,486.39 
APP AppLovin Corporation Class A Common Stock
+1.82%
+$80,134.14 
EME EMCOR Group, Inc.
+1.82%
+$64,218.72 
FIX Comfort Systems USA, Inc.
+1.72%
+$80,536.78 
ADI Analog Devices, Inc.
+1.37%
+$6,667.13 
MP MP Materials Corp.
+1.25%
+$36,106.3 
URI United Rentals, Inc.
+1.18%
+$53,221.25 
HD The Home Depot, Inc.
+1.01%
+$4,186.07 
GE General Electric Company
+0.92%
+$15,994.65 
APH Amphenol Corporation
+0.88%
+$69,289.7 
NVDA NVIDIA Corporation
+0.81%
+$289,192.65 
UBER Uber Technologies, Inc.
+0.79%
+$21,060.6 
PANW Palo Alto Networks, Inc.
+0.75%
+$37,173.21 
GWW W.W. Grainger, Inc.
+0.57%
+$2,682.03 
IJS iShares S&P Small-Cap 600 Value ETF
+0.57%
+$1,351.77 
CSCO Cisco Systems, Inc.
+0.53%
+$1,462.18 
KRE SPDR S&P Regional Banking ETF
+0.52%
+$1,155.96 
ANET Arista Networks, Inc.
+0.39%
+$18,383.82 
FTNT Fortinet Inc.
+0.23%
+$1,089 
GS The Goldman Sachs Group, Inc.
+0.17%
+$476.83 
META Meta Platforms Inc Class A
+0.16%
+$9,018.99 
IWM iShares Russell 2000 ETF
+0.14%
+$601.02 
QQQ Invesco QQQ Trust, Series 1
+0.03%
+$202.32 
AZO AutoZone Inc.
+0.02%
+$158.33 
AVGO Broadcom Inc.
+0.01%
+$970.52 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-4.43%
-$104,742.04 
PLTR Palantir Technologies Inc.
-4.42%
-$255,031.43 
CDNS Cadence Design Systems, Inc.
-3.57%
-$11,712.26 
ROP Roper Technologies Inc.
-3.46%
-$17,316.01 
SPOT Spotify Technology S.A.
-2.77%
-$92,419.03 
NOW ServiceNow, Inc.
-2.57%
-$69,188.87 
GDX VanEck Gold Miners ETF
-2.09%
-$75,732.06 
AAPL Apple Inc.
-2.06%
-$68,535.8 
WELL Welltower Inc.
-1.99%
-$24,237.4 
MSFT Microsoft Corp.
-1.88%
-$111,128 
LTC LTC Properties Inc.
-1.66%
-$6,234.15 
LLY Eli Lilly and Company
-1.66%
-$40,703.96 
ELV Elevance Health, Inc.
-1.52%
-$5,940.8 
CRM Salesforce Inc
-1.47%
-$13,344.27 
NHI National Health Investors, Inc.
-1.22%
-$4,400 
MCK McKesson Corporation
-1.14%
-$6,114.48 
IAU iShares Gold Trust
-1.09%
-$6,473.12 
GOOGL Alphabet Inc
-1.05%
-$74,137.03 
CRWD CrowdStrike Holdings, Inc.
-1.01%
-$47,618.48 
TMO Thermo Fisher Scientific Inc.
-0.87%
-$2,467.8 
JPM JPMorgan Chase & Co.
-0.87%
-$27,801.78 
V Visa Inc. Class A
-0.79%
-$37,264.74 
BKNG Booking Holdings Inc.
-0.75%
-$26,455.09 
MA Mastercard Incorporated
-0.72%
-$24,276.12 
JPC Nuveen Preferred & Income Opportunities Fund
-0.61%
-$3,960 
O Realty Income Corporation
-0.58%
-$2,448 
IVE ISHARES S&P 500 VALUE ETF
-0.56%
-$3,277.12 
AMZN Amazon.com Inc
-0.52%
-$27,216.54 
VNQ Vanguard Real Estate ETF
-0.48%
-$3,325.68 
NTNX Nutanix, Inc.
-0.41%
-$4,025 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$1,126.12 
VOO Vanguard S&P 500 ETF
-0.38%
-$6,670.12 
RSP Invesco S&P 500 Equal Weight ETF
-0.35%
-$1,303.61 
BRK-B Berkshire Hathaway Inc.
-0.33%
-$1,736.36 
PH Parker-Hannifin Corporation
-0.18%
-$1,844.51 
GEV GE Vernova Inc.
-0.04%
-$547.3 
OUST Ouster, Inc.
-0.01%
-$55.81 Events
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Dividends
Dividend Analysis
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| Trades 1626 | Longs Won 919/1626 56% | Profit Factor 5.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $673,678.93 |
| Average Win $238,401.3 | Best Trade (Sep 04) $21.82M | Sharpe Ratio -12.11 |
| Average Loss -$55,956 | Worst Trade (Mar 30) -$3.95M | Z-Score -8.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4w | Expectancy $110,411.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,788 | 3,409 | 3,030 | 2,652 | 2,273 | 1,894 | 1,515 | 1,136 | 758 | 379 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,116 | $1.96M | $3.25M | - | $1.3M | 66.27% | -2.064% |
| ADI Analog Devices, Inc. | 1,362 | $273,990.95 | $492,220.13 | - | $218,229.18 | 79.65% | +1.373% |
| AMAT Applied Materials, Inc. | 10,920 | $2.26M | $4.95M | - | $2.69M | 119.3% | +3.921% |
| AMZN Amazon.com Inc | 20,311 | $3.79M | $5.23M | - | $1.44M | 37.93% | -0.518% |
| ANET Arista Networks, Inc. | 24,843 | $2.32M | $4.77M | - | $2.46M | 106.04% | +0.387% |
| APH Amphenol Corporation | 95,572 | $3.17M | $7.91M | - | $4.74M | 149.52% | +0.883% |
| APP AppLovin Corporation Class A Common Stock | 14,034 | $2.32M | $4.48M | - | $2.16M | 92.83% | +1.821% |
| ASML ASML Holding N.V. New York Registry Shares | 1,784 | $1.82M | $3.04M | - | $1.22M | 67.13% | +3.429% |
| AVGO Broadcom Inc. | 24,263 | $4.87M | $8.67M | - | $3.79M | 77.88% | +0.011% |
| AZO AutoZone Inc. | 223 | $721,615.62 | $662,031.25 | - | -$59,584.37 | -8.26% | +0.024% |
| BKNG Booking Holdings Inc. | 18,110 | $3.07M | $3.51M | - | $434,424.51 | 14.14% | -0.749% |
| BRK-B Berkshire Hathaway Inc. | 1,046 | $373,066.36 | $529,767.62 | - | $156,701.26 | 42% | -0.327% |
| CDNS Cadence Design Systems, Inc. | 1,076 | $320,174.46 | $316,333.24 | - | -$3,841.22 | -1.2% | -3.57% |
| CRM Salesforce Inc | 3,426 | $927,043.43 | $892,592.91 | - | -$34,450.52 | -3.72% | -1.473% |
| CRWD CrowdStrike Holdings, Inc. | 21,944 | $2.04M | $4.67M | - | $2.63M | 128.76% | -1.009% |
| CSCO Cisco Systems, Inc. | 2,521 | $296,116.66 | $275,267.99 | - | -$20,848.67 | -7.04% | +0.534% |
| ELV Elevance Health, Inc. | 940 | $487,545.86 | $383,952.4 | - | -$103,593.46 | -21.25% | -1.524% |
| EME EMCOR Group, Inc. | 4,764 | $2.21M | $3.6M | - | $1.38M | 62.34% | +1.818% |
| FIX Comfort Systems USA, Inc. | 2,962 | $1.44M | $4.76M | - | $3.32M | 231.19% | +1.721% |
| FTNT Fortinet Inc. | 3,025 | $177,053.25 | $474,078 | - | $297,024.75 | 167.76% | +0.23% |
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FAQ
Which stocks have generated the highest profits for John Swift?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $17.48M, ProShares Bitcoin ETF - $4.66M, AppLovin Corporation Class A Common Stock - $4.6M, iShares Core S&P 500 ETF - $4.52M, and Broadcom Inc - $4.39M. 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: ProShares Ultra Bloomberg Natural Gas - $3.95M, Simplify Short Term Treasury Futures Strategy ETF - $1.85M, PayPal Holdings Inc - $1.8M, Dollar General Corporation - $1.18M, and DocuSign Inc - $1.02M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Swift's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.07M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $681,900.07, SPDR Bloomberg 1-3 Month T-Bill ETF - $648,506.69, ProShares Bitcoin ETF - $391,124.61, Simplify Short Term Treasury Futures Strategy ETF - $383,272.12, and SandRidge Energy Inc - $318,810.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Swift's monthly returns?
John Swift'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 John Swift's strategy be considered aggressive or moderate?
John Swift'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 John Swift's strategy?
John Swift'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.
