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:
123.15%
Gain -2.54%
Monthly
1.45%
Yearly
18.93%
Drawdown
24.35%
$207.38M
Equity
Holdings
$207.38M
Investment
$122.12M
$126.97M
Profit -$4.33M
Realized
$41.71M
Unrealized
$85.26M
Dividends
$11.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.54%
Profit
-$4.33M
Win %
75%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$1.18M
Win %
75%
This Month
Compared to last month
Gain
-8.8%
Profit
-$20M
Win %
75%
This Year
Compared to last year
Gain
24.5%
Profit
$40.81M
Win %
72%
SNDK SanDisk Corporation
+3.98%
+$253,311.71 
ELV Elevance Health, Inc.
+3.18%
+$11,207.7 
SPOT Spotify Technology S.A.
+2.96%
+$91,409 
MU Micron Technology, Inc.
+2.8%
+$262,063.26 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.68%
+$24,544.47 
PLTR Palantir Technologies Inc.
+2.6%
+$84,366 
ISRG Intuitive Surgical, Inc.
+2.33%
+$3,734 
AVGO Broadcom Inc.
+2.24%
+$154,813.51 
FIX Comfort Systems USA, Inc.
+2.03%
+$97,052.29 
GEV GE Vernova Inc.
+1.71%
+$23,543 
MSFT Microsoft Corp.
+1.71%
+$72,260.12 
CRM Salesforce Inc
+1.68%
+$10,833.68 
GOOGL Alphabet Inc
+1.46%
+$104,289.9 
NOW ServiceNow, Inc.
+1.45%
+$23,775 
VRT Vertiv Holdings Co
+1.34%
+$57,261.01 
MELI MercadoLibre, Inc.
+1.26%
+$6,926.64 
AMZN Amazon.com Inc
+0.77%
+$33,371.52 
V Visa Inc. Class A
+0.64%
+$28,464.7 
ANET Arista Networks, Inc.
+0.61%
+$25,365.78 
FTNT Fortinet Inc.
+0.55%
+$2,718.95 
MA Mastercard Incorporated
+0.53%
+$16,640.14 
APP AppLovin Corporation Class A Common Stock
+0.52%
+$33,282.6 
CDNS Cadence Design Systems, Inc.
+0.52%
+$4,031.68 
DVYE iShares Emerging Markets Dividend ETF
+0.47%
+$8,186.94 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$2,340.77 
META Meta Platforms Inc Class A
+0.35%
+$20,443.9 
WELL Welltower Inc.
+0.33%
+$4,048 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$2,200 
NTNX Nutanix, Inc.
+0.29%
+$2,354.84 
NVDA NVIDIA Corporation
+0.26%
+$83,553.96 
ROP Roper Technologies Inc.
+0.09%
+$400.62 
CCFLU CCF Holdings LLC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
OUST Ouster, Inc.
-5.37%
-$40,810.92 
URI United Rentals, Inc.
-2.82%
-$168,175.44 
GE General Electric Company
-2.44%
-$44,284.95 
GWW W.W. Grainger, Inc.
-2.1%
-$10,518.72 
AAPL Apple Inc.
-2.09%
-$75,258.25 
LLY Eli Lilly and Company
-2.04%
-$49,453.8 
NFLX Netflix, Inc.
-1.99%
-$40,873.95 
HD The Home Depot, Inc.
-1.92%
-$9,563.19 
LRCX Lam Research Corporation
-1.77%
-$114,474.84 
AZO AutoZone Inc.
-1.62%
-$11,543.22 
BKNG Booking Holdings Inc.
-1.51%
-$52,402.5 
KLAC KLA Corporation
-1.48%
-$125,600.55 
MP MP Materials Corp.
-1.44%
-$33,952.1 
O Realty Income Corporation
-0.93%
-$4,148 
GS The Goldman Sachs Group, Inc.
-0.91%
-$2,611.99 
PH Parker-Hannifin Corporation
-0.84%
-$8,680 
TMO Thermo Fisher Scientific Inc.
-0.81%
-$1,998.15 
MCK McKesson Corporation
-0.81%
-$4,238.93 
PANW Palo Alto Networks, Inc.
-0.81%
-$52,199.94 
JPM JPMorgan Chase & Co.
-0.77%
-$23,723.13 
VNQ Vanguard Real Estate ETF
-0.66%
-$4,781.7 
ASML ASML Holding N.V. New York Registry Shares
-0.65%
-$19,747.65 
NHI National Health Investors, Inc.
-0.58%
-$2,300 
UBER Uber Technologies, Inc.
-0.55%
-$14,277.78 
IVE ISHARES S&P 500 VALUE ETF
-0.54%
-$3,071.41 
IJS iShares S&P Small-Cap 600 Value ETF
-0.51%
-$1,205.4 
GDX VanEck Gold Miners ETF
-0.48%
-$6,753.08 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$1,640.61 
LTC LTC Properties Inc.
-0.36%
-$1,345.5 
BRO Brown & Brown Inc.
-0.35%
-$2,730.48 
AMAT Applied Materials, Inc.
-0.32%
-$18,257.07 
CRWD CrowdStrike Holdings, Inc.
-0.28%
-$21,361.32 
IWM iShares Russell 2000 ETF
-0.27%
-$1,129.69 
APH Amphenol Corporation
-0.26%
-$8,029.77 
IAU iShares Gold Trust
-0.2%
-$1,337.65 
EME EMCOR Group, Inc.
-0.12%
-$4,353.05 
ADI Analog Devices, Inc.
-0.09%
-$460.02 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$158.34 
VOO Vanguard S&P 500 ETF
-0.05%
-$876.14 
FICO Fair Isaac Corporation
-0.04%
-$135.16 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$151.67 
SYK Stryker Corporation
-0.02%
-$40.1 Events
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Dividends
Dividend Analysis
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| Trades 1564 | Longs Won 645/1564 41% | Profit Factor 5.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $607,798.37 |
| Average Win $242,278.67 | Best Trade (Jul 22) $19.46M | Sharpe Ratio -12.05 |
| Average Loss -$31,881.28 | Worst Trade (Dec 30) -$1.04M | Z-Score -6.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 1d | Expectancy $81,183.41 |
| 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 | 6,494 | 5,844 | 5,195 | 4,545 | 3,896 | 3,247 | 2,597 | 1,948 | 1,299 | 649 |
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Returns
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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 - $17.28M, iShares Core S&P 500 ETF - $4.52M, Broadcom Inc - $4.39M, AppLovin Corporation Class A Common Stock - $4.15M, and Vanguard S&P 500 ETF - $3.75M. 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: PayPal Holdings Inc - $1.8M, Dollar General Corporation - $1.18M, DocuSign Inc - $1.02M, Target Corporation - $882,563.28, and Netflix, Inc - $791,306.7. 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 $11.03M 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.
