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:
43.88%
Gain -1.08%
Monthly
1.14%
Yearly
14.64%
Drawdown
13.08%
$364M
Equity
Holdings
$364M
Investment
$322.42M
$203.31M
Profit -$4.26M
Realized
$161.73M
Unrealized
$41.58M
Dividends
$26.61M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.08%
Profit
-$4.26M
Win %
59%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$1.97M
Win %
59%
This Month
Compared to last month
Gain
-1.63%
Profit
-$6.04M
Win %
59%
This Year
Compared to last year
Gain
-1.7%
Profit
-$6.27M
Win %
64%
ONEZ
+9.19%
+$455,713.76 
MSFT Microsoft Corp.
+2.15%
+$117,986.96 
INTC Intel Corporation
+2.12%
+$7,278.06 
AVGO Broadcom Inc.
+1.98%
+$26,534.64 
MU Micron Technology, Inc.
+1.95%
+$23,361.64 
AMD Advanced Micro Devices, Inc.
+1.57%
+$8,473.84 
GOOG Alphabet Inc
+1.52%
+$22,832.25 
GOOGL Alphabet Inc
+1.5%
+$37,834.63 
CVX Chevron Corporation
+1.22%
+$5,246.39 
TJX The TJX Companies, Inc.
+0.8%
+$1,847.59 
SHOP Shopify Inc.
+0.74%
+$1,667.96 
MA Mastercard Incorporated
+0.71%
+$1,536.01 
KO The Coca-Cola Company
+0.69%
+$1,918.56 
V Visa Inc. Class A
+0.56%
+$1,555.74 
ETN Eaton Corporation plc
+0.35%
+$788.11 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$24,594.42 
IALT iShares Systematic Alternatives Active ETF
+0.28%
+$2,974 
NVDA NVIDIA Corporation
+0.23%
+$16,374.8 
IBM International Business Machines Corporation
+0.15%
+$1,110.45 
VGT Vanguard Information Technology ETF
+0.12%
+$361.15 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$341.36 
WTM White Mountains Insurance Group Ltd.
+0.06%
+$644.91 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+0.05%
+$239.73 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.04%
+$119.97 
IVE ISHARES S&P 500 VALUE ETF
+0.04%
+$1,966.97 
VUG Vanguard Growth ETF
+0.04%
+$196.86 
SNPS Synopsys, Inc.
+0.03%
+$49.61 
BAC Bank of America Corporation
+0.02%
+$79.67 
THRO iShares U.S. Thematic Rotation Active ETF
+0.02%
+$498.06 
IWB iShares Russell 1000 ETF
+0.02%
+$58.59 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.02%
+$15,926.28 
IWX iShares Russell Top 200 Value ETF
+0.02%
+$355.68 
TXN Texas Instruments Inc
+0.02%
+$50.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$3,280.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.02%
+$110.93 
TMO Thermo Fisher Scientific Inc.
+0.01%
+$36.49 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$434.7 
UNH UnitedHealth Group Incorporated
+0.01%
+$82.67 
VTV Vanguard Value ETF
+0.01%
+$31.35 
ADP Automatic Data Processing Inc.
+0.01%
+$59.64 
AMZN Amazon.com Inc
+0.01%
+$513.25 
TLT iShares 20+ Year Treasury Bond ETF
+0.01%
+$36.28 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$120.45 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$109.21 
SO The Southern Company
+0.01%
+$42.65 
IEMG iShares Core MSCI Emerging Markets ETF
+0.01%
+$187.09 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$140.24 
META Meta Platforms Inc Class A
0%
+$33.9 
WDIV SPDR S&P Global Dividend ETF
0%
+$3.4 
AGEM Abrdn Emerging Market Dividend Allocator ETF
0%
-$0.92 
AGGH Simplify Aggregate Bond ETF
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
-$8.46 
BUCK Simplify Treasury Option Income ETF
0%
$0 
CLIP Global X 1-3 Month T-Bill ETF
0%
$0 
CMI Cummins Inc.
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
0%
$0 
GAEM Simplify Gamma Emerging Market Bond ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IHAK iShares Cybersecurity and Tech ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
0%
$0 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MOG-B Moog Inc.
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
OZ Belpointe PREP LLC
0%
$0 
PAYH TrueShares S&P Hedged Structured Income High ETF
0%
-$1.95 
PAYM TrueShares S&P Autocallable Defensive Income ETF
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 
SCEC Sterling Capital Enhanced Cash ETF
0%
$0 
SCMC Sterling Capital Multi-Strategy Income ETF
0%
$0 
SCNM Sterling Capital National Municipal Bond ETF
0%
-$8.58 
SCSB Sterling Capital Short Duration Bond ETF
0%
-$1.58 
SEPZ TrueShares Structured Outcome September ETF
0%
-$4.51 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
0%
$0 
SPD Simplify US Equity PLUS Downside Convexity ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
0%
$0 
PRPL Purple Innovation Inc.
-95.97%
-$23,028.29 
ORCL Oracle Corporation
-3.99%
-$7,439.04 
SPCX Space Exploration Technologies Corp. Class A
-3.34%
-$15,359.4 
TSLA Tesla, Inc.
-2.96%
-$90,824.93 
LLY Eli Lilly and Company
-2.74%
-$11,161.96 
AAPL Apple Inc.
-2.14%
-$133,161.6 
BA Boeing Company
-2.13%
-$16,343.6 
LRCX Lam Research Corporation
-2.09%
-$3,943.61 
AYI Acuity Brands Inc.
-2.06%
-$8,970.78 
UNP Union Pacific Corporation
-1.82%
-$7,051 
CAT Caterpillar Inc.
-1.81%
-$16,795.01 
WMT Walmart Inc.
-1.79%
-$8,196.72 
HD The Home Depot, Inc.
-1.72%
-$8,931.56 
GWW W.W. Grainger, Inc.
-1.71%
-$4,377.36 
JNJ Johnson & Johnson
-1.67%
-$5,979.73 
WFC Wells Fargo & Company
-1.35%
-$9,291.32 
RIO Rio Tinto Plc Sponsored ADR
-1.2%
-$2,532.6 
CSCO Cisco Systems, Inc.
-1.11%
-$6,781.56 
AXP American Express Company
-0.96%
-$2,246.95 
GS The Goldman Sachs Group, Inc.
-0.96%
-$3,067.18 
JCI Johnson Controls International plc
-0.78%
-$2,370.77 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.73%
-$3,227.25 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.67%
-$3,749.46 
JPM JPMorgan Chase & Co.
-0.65%
-$3,489.97 
SBUX Starbucks Corporation
-0.65%
-$2,486.08 
PG Procter & Gamble Co
-0.56%
-$1,192.8 
SPGI S&P Global Inc.
-0.55%
-$2,330.64 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.53%
-$2,489.94 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$2,131.43 
HBNC Horizon Bancorp, Inc.
-0.44%
-$2,814.84 
ABBV AbbVie Inc.
-0.44%
-$1,583.98 
THQ Abrdn Healthcare Opportunities Fund
-0.32%
-$720 
FOXY Simplify Currency Strategy ETF
-0.31%
-$7,730.37 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.28%
-$2,917.72 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,065.8 
GLD SPDR Gold Shares
-0.22%
-$2,627.64 
VZ Verizon Communications Inc.
-0.21%
-$446.04 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$1,103.98 
SPLS PIMCO U.S. Stocks PLUS Active Bond Exchange-Traded Fund
-0.1%
-$506.33 
SMH VanEck Semiconductor ETF
-0.09%
-$1,995.05 
CTA Simplify Managed Futures Strategy ETF
-0.07%
-$2,321.94 
BAI iShares A.I. Innovation and Tech Active ETF
-0.07%
-$1,939.68 
CAG Conagra Brands Inc.
-0.07%
-$153.98 
SMR NuScale Power Corporation
-0.07%
-$137.9 
SVOL Simplify Volatility Premium ETF
-0.06%
-$1,088 
DFAU Dimensional US Core Equity Market ETF
-0.06%
-$124.17 
SHLD Global X Defense Tech ETF
-0.05%
-$1,090.39 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.05%
-$1,397.2 
VOOG Vanguard S&P 500 Growth ETF
-0.04%
-$690.63 
SON Sonoco Products Co.
-0.04%
-$157.06 
IWS iShares Russell Mid-Cap Value ETF
-0.03%
-$271.81 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
-0.03%
-$830.54 
ONEH TrueShares Equity Hedge ETF
-0.02%
-$90.53 
GLW Corning Incorporated
-0.02%
-$79.5 
DELL Dell Technologies Inc.
-0.02%
-$65.46 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.01%
-$1,280.51 
GLDM SPDR Gold MiniShares Trust
-0.01%
-$53.88 
IVV iShares Core S&P 500 ETF
-0.01%
-$180.05 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$25.16 
QCOM QUALCOMM Incorporated
-0.01%
-$19.99 
VOO Vanguard S&P 500 ETF
-0.01%
-$1,342.73 
MCD McDonald's Corporation
0%
-$12.04 
QQQ Invesco QQQ Trust, Series 1
0%
-$30.51 
COST Costco Wholesale Corporation
0%
-$279.34 
SCEP Sterling Capital Hedged Equity Premium Income ETF
0%
-$58.51 
SPYC Simplify US Equity PLUS Convexity ETF
0%
-$4.43 Events
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Dividends
Dividend Analysis
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| Trades 2798 | Longs Won 1745/2798 62% | Profit Factor 8.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $469,206.13 |
| Average Win $132,386.5 | Best Trade (Dec 31) $15.76M | Sharpe Ratio -124.76 |
| Average Loss -$26,213.58 | Worst Trade (Dec 30) -$1.03M | Z-Score -6.2 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $72,662.95 |
| 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 | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
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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 - $10.79M, Microsoft Corp - $10.39M, Vanguard S&P 500 ETF - $9.67M, 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, Flagstar Financial Corporation - $718,272.61, Chevron Corporation - $624,862.01, and Belpointe PREP LLC - $554,499.37. 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 $26.61M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $985,370.57, Vanguard Total International Stock Index Fund Investor Shares - $667,427.3, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $597,796.58, AT&T Inc - $485,810.27, and Vanguard Total Bond Market Index Fund - $458,576.67. 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.
