Curtis Packer Portfolio
Invests via B.O.S.S. Retirement Advisors LLC | Managed by Tyson Thacker, Ryan Thacker, Curtis Packer, AE Wealth Management LLC (sub-adviser/co-manager)
Invests via B.O.S.S. Retirement Advisors LLC
Managed by Tyson Thacker, Ryan Thacker, Curtis Packer, AE Wealth Management LLC (sub-adviser/co-manager)
Automatically Tracked
Curtis Packer Profile
With a rich entrepreneurial background, Curtis Packer is recognized for his dynamic contributions to the technology sector. He has successfully led innovative ventures focused on developing cutting-edge software solutions that enhance operational efficiency. His leadership in navigating startups from inception through various growth phases showcases a talent for strategic vision and execution. Known for fostering partnerships with key stakeholders, he also plays a critical role in capitalizing on market opportunities, thus positioning himself as an influential figure among tech investors and entrepreneurs alike.
With a rich entrepreneurial background, Curtis Packer is recognized for his dynamic contributions to the technology sector. He has successfully led innovative ventures focused on developing cutting-edge software solutions that enhance operational efficiency. His leadership in navigating startups from inception through various growth phases showcases a talent for strategic vision and execution. Known for fostering partnerships with key stakeholders, he also plays a critical role in capitalizing on market opportunities, thus positioning himself as an influential figure among tech investors and entrepreneurs alike.
Investment Philosophy & Strategy
Capitalizing on the transformative potential of technology, Curtis Packer prioritizes innovative solutions that streamline business operations. His ability to navigate startups through developmental stages underscores a commitment to fostering growth and operational excellence. The focus on cultivating strategic partnerships enhances his approach to investing in high-impact opportunities within the tech landscape. By leveraging market insights and an entrepreneurial mindset, he positions himself as a catalyst for successful ventures aiming at significant disruptions and value creation.
Capitalizing on the transformative potential of technology, Curtis Packer prioritizes innovative solutions that streamline business operations. His ability to navigate startups through developmental stages underscores a commitment to fostering growth and operational excellence. The focus on cultivating strategic partnerships enhances his approach to investing in high-impact opportunities within the tech landscape. By leveraging market insights and an entrepreneurial mindset, he positions himself as a catalyst for successful ventures aiming at significant disruptions and value creation.
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:
49.17%
Gain -0.52%
Monthly
1.14%
Yearly
14.57%
Drawdown
13.39%
$371.77M
Equity
Holdings
$371.77M
Investment
$322.42M
$210.15M
Profit -$1.91M
Realized
$160.8M
Unrealized
$49.35M
Dividends
$27.33M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$1.91M
Win %
64%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$1.91M
Win %
64%
This Month
Compared to last month
Gain
-0.86%
Profit
-$3.23M
Win %
64%
This Year
Compared to last year
Gain
0.43%
Profit
$1.6M
Win %
66%
IHAK iShares Cybersecurity and Tech ETF
+8.2%
+$18,659.71 
SHOP Shopify Inc.
+4.13%
+$9,645.16 
ADP Automatic Data Processing Inc.
+3.12%
+$16,619.68 
GOOGL Alphabet Inc
+3.08%
+$75,669.12 
GOOG Alphabet Inc
+2.97%
+$43,272.51 
META Meta Platforms Inc Class A
+2.91%
+$63,777.11 
IBM International Business Machines Corporation
+2.71%
+$22,209.03 
MSFT Microsoft Corp.
+2.27%
+$157,060.75 
WMT Walmart Inc.
+2.27%
+$9,763.74 
LLY Eli Lilly and Company
+2.04%
+$7,854.22 
MCD McDonald's Corporation
+1.96%
+$5,981.76 
SPGI S&P Global Inc.
+1.85%
+$7,113.6 
ABBV AbbVie Inc.
+1.73%
+$6,335.88 
SON Sonoco Products Co.
+1.64%
+$6,164.6 
COST Costco Wholesale Corporation
+1.58%
+$200,086.02 
CAG Conagra Brands Inc.
+1.47%
+$3,310.57 
VZ Verizon Communications Inc.
+1.4%
+$3,518.76 
UNH UnitedHealth Group Incorporated
+1.32%
+$6,910.68 
IDXX IDEXX Laboratories, Inc.
+1.15%
+$3,297.36 
THQ Abrdn Healthcare Opportunities Fund
+1.14%
+$2,580 
KO The Coca-Cola Company
+1.1%
+$3,323.22 
V Visa Inc. Class A
+1.05%
+$3,003.11 
SHLD Global X Defense Tech ETF
+1.03%
+$23,078.44 
HD The Home Depot, Inc.
+1%
+$4,733.9 
AXP American Express Company
+0.89%
+$1,892.16 
PAYM TrueShares S&P Autocallable Defensive Income ETF
+0.88%
+$12,708.96 
MA Mastercard Incorporated
+0.61%
+$1,384 
JNJ Johnson & Johnson
+0.58%
+$2,168.02 
AAPL Apple Inc.
+0.54%
+$33,337.15 
PG Procter & Gamble Co
+0.52%
+$1,072.1 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+0.41%
+$1,917.84 
MOG-B Moog Inc.
+0.4%
+$2,540.16 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$1,044.24 
ONEH TrueShares Equity Hedge ETF
+0.37%
+$1,627.73 
SBUX Starbucks Corporation
+0.35%
+$1,261.32 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.29%
+$1,533.87 
PAYH TrueShares S&P Hedged Structured Income High ETF
+0.24%
+$1,168.14 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$598.62 
VGLT Vanguard Long-Term Treasury Fund
+0.2%
+$535.18 
FOXY Simplify Currency Strategy ETF
+0.18%
+$4,294.65 
UNP Union Pacific Corporation
+0.18%
+$641.01 
OZ Belpointe PREP LLC
+0.16%
+$1,121.92 
TJX The TJX Companies, Inc.
+0.12%
+$223.5 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.09%
+$921 
WDIV SPDR S&P Global Dividend ETF
+0.08%
+$381.39 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.06%
+$641 
IWX iShares Russell Top 200 Value ETF
+0.05%
+$1,067.04 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$260.06 
BUCK Simplify Treasury Option Income ETF
+0.02%
+$727.56 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$280.47 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$109.96 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$109.21 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.01%
+$104.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$60.23 
SPLS PIMCO U.S. Stocks PLUS Active Bond Exchange-Traded Fund
0%
+$3.68 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AGGH Simplify Aggregate Bond ETF
0%
$0 
SCEC Sterling Capital Enhanced Cash ETF
0%
$0 ONEZ
ONEZ
0%
$0 
SCSB Sterling Capital Short Duration Bond ETF
0%
$0 
GLW Corning Incorporated
-14.06%
-$61,983.47 
LRCX Lam Research Corporation
-7.91%
-$14,230.8 
ETN Eaton Corporation plc
-7.5%
-$17,704.5 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$29,367.07 
JCI Johnson Controls International plc
-5.83%
-$18,509.24 
BAC Bank of America Corporation
-5.3%
-$17,659.08 
INTC Intel Corporation
-5.3%
-$19,654.37 
DELL Dell Technologies Inc.
-5.04%
-$26,750.33 
AVGO Broadcom Inc.
-4.79%
-$62,698.36 
MU Micron Technology, Inc.
-4.76%
-$65,762.14 
SMH VanEck Semiconductor ETF
-4.52%
-$106,850.84 
ORCL Oracle Corporation
-4.42%
-$9,793.26 
CAT Caterpillar Inc.
-4.15%
-$35,723.5 
GS The Goldman Sachs Group, Inc.
-3.97%
-$12,307.91 
AMD Advanced Micro Devices, Inc.
-3.9%
-$21,846.47 
SNPS Synopsys, Inc.
-3.84%
-$6,886.77 
BAI iShares A.I. Innovation and Tech Active ETF
-3.66%
-$105,389.28 
AYI Acuity Brands Inc.
-3.05%
-$12,684.74 
PRPL Purple Innovation Inc.
-3.04%
-$329.01 
NVDA NVIDIA Corporation
-2.85%
-$216,356.05 
WPM Wheaton Precious Metals Corp.
-2.83%
-$10,610.36 
CMI Cummins Inc.
-2.83%
-$36,988.32 
AGEM Abrdn Emerging Market Dividend Allocator ETF
-2.78%
-$6,407.9 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$74,085.66 
MTUM iShares MSCI USA Momentum Factor ETF
-2.13%
-$53,983.58 
RIO Rio Tinto Plc Sponsored ADR
-2.03%
-$4,748.62 
TXN Texas Instruments Inc
-1.96%
-$5,291.8 
WFC Wells Fargo & Company
-1.94%
-$13,779.5 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$9,206.68 
JPM JPMorgan Chase & Co.
-1.72%
-$9,609.12 
CSCO Cisco Systems, Inc.
-1.65%
-$10,117.65 
TSLA Tesla, Inc.
-1.4%
-$41,262.08 
GLD SPDR Gold Shares
-1.35%
-$17,468.91 
GLDM SPDR Gold MiniShares Trust
-1.33%
-$6,142.32 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$7,253.09 
CORO Ishares International Country Rotational Active ETF
-1.28%
-$108,642 
VGT Vanguard Information Technology ETF
-1.24%
-$4,153.11 
AMZN Amazon.com Inc
-1.22%
-$53,737.96 
EFG iShares MSCI EAFE Growth ETF
-1.14%
-$27,205.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$212,141.91 
BLCR iShares Large Cap Core ACT ETF
-1.11%
-$23,902.06 
QCOM QUALCOMM Incorporated
-0.99%
-$3,618.19 
SMR NuScale Power Corporation
-0.99%
-$2,341.46 
CVX Chevron Corporation
-0.94%
-$4,604.91 
FBCG Fidelity Blue Chip Growth Fund
-0.89%
-$2,866.6 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$68,507.29 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$1,887.27 
IWY iShares Russell Top 200 Growth ETF
-0.64%
-$19,951.85 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$2,161.08 
SPYC Simplify US Equity PLUS Convexity ETF
-0.63%
-$3,196.89 
SCEP Sterling Capital Hedged Equity Premium Income ETF
-0.63%
-$18,078.66 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.57%
-$2,606.62 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$4,084.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$44,040.15 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$1,923.21 
THRO iShares U.S. Thematic Rotation Active ETF
-0.54%
-$11,704.41 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$1,692.91 
VOOG Vanguard S&P 500 Growth ETF
-0.53%
-$10,129.24 
IALT iShares Systematic Alternatives Active ETF
-0.48%
-$5,204.5 
VTV Vanguard Value ETF
-0.46%
-$1,076.35 
SO The Southern Company
-0.43%
-$1,599.37 
SPD Simplify US Equity PLUS Downside Convexity ETF
-0.4%
-$3,636.25 
DFAU Dimensional US Core Equity Market ETF
-0.37%
-$807.11 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.36%
-$262,783.62 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$89,175.22 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$2,373.58 
VOO Vanguard S&P 500 ETF
-0.34%
-$79,260.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$2,253.19 
IVV iShares Core S&P 500 ETF
-0.32%
-$6,383.47 
IWB iShares Russell 1000 ETF
-0.32%
-$878.85 
GWW W.W. Grainger, Inc.
-0.31%
-$726.8 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
-0.25%
-$7,550.4 
EFV iShares MSCI EAFE Value ETF
-0.24%
-$2,576.8 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
-0.24%
-$15,572.1 
BA Boeing Company
-0.23%
-$1,760.08 
CTA Simplify Managed Futures Strategy ETF
-0.2%
-$6,965.82 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.2%
-$968.31 
VTWO Vanguard Russell 2000 ETF
-0.18%
-$1,031.1 
SCNM Sterling Capital National Municipal Bond ETF
-0.17%
-$3,432.2 
SEPZ TrueShares Structured Outcome September ETF
-0.16%
-$3,354.27 
VUG Vanguard Growth ETF
-0.16%
-$918.66 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
-0.12%
-$4,817.6 
GAEM Simplify Gamma Emerging Market Bond ETF
-0.11%
-$941.52 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
-0.11%
-$7,924.82 
HBNC Horizon Bancorp, Inc.
-0.11%
-$659.92 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.1%
-$2,794.4 
SCMC Sterling Capital Multi-Strategy Income ETF
-0.1%
-$2,457.22 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$5,654.32 
IWS iShares Russell Mid-Cap Value ETF
-0.09%
-$842.74 
BNDX Vanguard Total International Bond ETF
-0.09%
-$751.2 
MBB iShares MBS ETF
-0.05%
-$147.96 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$263.07 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$1,548.18 
SVOL Simplify Volatility Premium ETF
-0.03%
-$544 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$1,268.28 
SBAR Simplify Barrier Income ETF
-0.02%
-$490.11 
WTM White Mountains Insurance Group Ltd.
-0.02%
-$197.21 Events
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Dividends
Dividend Analysis
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| Trades 2798 | Longs Won 1824/2798 65% | Profit Factor 7.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $481,926.53 |
| Average Win $132,046.45 | Best Trade (Dec 31) $15.76M | Sharpe Ratio -125.77 |
| Average Loss -$31,520.78 | Worst Trade (Dec 30) -$1.03M | Z-Score -3.14 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $75,107.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,624 | $4.37M | $6.22M | - | $1.85M | 42.24% | +0.539% |
| ABBV AbbVie Inc. | 1,427 | $284,135.75 | $373,246.12 | - | $89,110.37 | 31.36% | +1.727% |
| ADP Automatic Data Processing Inc. | 1,988 | $606,400.41 | $549,920.56 | - | -$56,479.85 | -9.31% | +3.116% |
| AGEM Abrdn Emerging Market Dividend Allocator ETF | 4,610 | $227,622 | $224,184.3 | - | -$3,437.7 | -1.51% | -2.779% |
| AGGH Simplify Aggregate Bond ETF | 122,006 | $2.52M | $2.37M | - | -$143,822.16 | -5.71% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 1,085 | $232,363.48 | $538,154.57 | - | $305,791.09 | 131.6% | -3.901% |
| AMZN Amazon.com Inc | 17,114 | $3.43M | $4.34M | - | $906,875.25 | 26.41% | -1.223% |
| ASML ASML Holding N.V. New York Registry Shares | 249 | $172,578.83 | $393,509.64 | - | $220,930.81 | 128.02% | -6.945% |
| AVGO Broadcom Inc. | 3,620 | $890,151.52 | $1.25M | - | $357,553.88 | 40.17% | -4.785% |
| AXP American Express Company | 657 | $222,317 | $215,213.49 | - | -$7,103.51 | -3.2% | +0.887% |
| AYI Acuity Brands Inc. | 1,302 | $342,882 | $402,601.18 | - | $59,719.18 | 17.42% | -3.054% |
| BA Boeing Company | 3,592 | $681,867.58 | $754,176.32 | - | $72,308.74 | 10.6% | -0.233% |
| BAC Bank of America Corporation | 5,311 | $273,995.22 | $315,287.51 | - | $41,292.29 | 15.07% | -5.304% |
| BAI iShares A.I. Innovation and Tech Active ETF | 64,656 | $2.16M | $2.77M | - | $610,329.25 | 28.22% | -3.662% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 12,045 | $1.1M | $1.1M | - | -$1,558.35 | -0.14% | +0.005% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 28,047 | $2.83M | $2.83M | - | -$6,683.2 | -0.24% | +0.01% |
| BLCR iShares Large Cap Core ACT ETF | 43,857 | $1.8M | $2.14M | - | $333,567.39 | 18.5% | -1.106% |
| BND Vanguard Total Bond Market Index Fund | 84,552 | $6.13M | $6.02M | - | -$106,680.98 | -1.74% | -0.021% |
| BNDX Vanguard Total International Bond ETF | 18,780 | $912,509.23 | $881,721 | - | -$30,788.23 | -3.37% | -0.085% |
| BRK-B Berkshire Hathaway Inc. | 1,004 | $471,276.75 | $503,204.8 | - | $31,928.05 | 6.77% | -1.797% |
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FAQ
Which stocks have generated the highest profits for Curtis Packer?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $18.53M, Apple Inc - $10.8M, Microsoft Corp - $10.4M, Vanguard S&P 500 ETF - $9.63M, and Amazon.com Inc - $8.56M. 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: Walgreens Boots Alliance Inc - $1.21M, Pfizer Inc - $953,212.72, Parsons Corporation - $830,989.29, Chevron Corporation - $620,784.03, and PulteGroup Inc - $588,662.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Curtis Packer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.33M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $949,376.24, Vanguard Total International Stock Index Fund Investor Shares - $667,427.3, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $597,796.58, VANGUARD TOTAL STOCK MKT ETF - $518,262.75, and Vanguard Total Bond Market Index Fund - $501,233.15. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Curtis Packer's monthly returns?
Curtis Packer's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Curtis Packer's strategy be considered aggressive or moderate?
Curtis Packer's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Curtis Packer's strategy?
Curtis Packer's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
