Sam Sweitzer Portfolio
Invests via Anson Capital Inc. | Managed by Sam Sweitzer
Invests via Anson Capital Inc.
Managed by Sam Sweitzer
Automatically Tracked
Sam Sweitzer Profile
Sam Sweitzer brings a wealth of experience in corporate leadership and operational management within the technology sector. With a proven track record of scaling businesses, he has played a pivotal role in driving growth initiatives at various startups and established companies. His expertise lies in navigating complex market dynamics to optimize performance and accelerate innovation. As an investor-operator, he effectively bridges strategic vision with executional excellence, making him a significant contributor to organizational success. Sam's engagements highlight his ability to build strong teams and foster collaborations that enhance competitive advantage.
Sam Sweitzer brings a wealth of experience in corporate leadership and operational management within the technology sector. With a proven track record of scaling businesses, he has played a pivotal role in driving growth initiatives at various startups and established companies. His expertise lies in navigating complex market dynamics to optimize performance and accelerate innovation. As an investor-operator, he effectively bridges strategic vision with executional excellence, making him a significant contributor to organizational success. Sam's engagements highlight his ability to build strong teams and foster collaborations that enhance competitive advantage.
Investment Philosophy & Strategy
Leveraging extensive expertise in technology and operational management, investment strategies are primarily driven by a keen understanding of market dynamics and growth potential. Sam Sweitzer excels at identifying transformative opportunities within the tech landscape, often capitalizing on disruptive innovations. His entrepreneurial mindset enables a hands-on approach to building competitive positions through targeted investments in emerging companies poised for scalability. By fostering strong team dynamics and strategic partnerships, he enhances value creation while ensuring that execution aligns with overarching business goals.
Leveraging extensive expertise in technology and operational management, investment strategies are primarily driven by a keen understanding of market dynamics and growth potential. Sam Sweitzer excels at identifying transformative opportunities within the tech landscape, often capitalizing on disruptive innovations. His entrepreneurial mindset enables a hands-on approach to building competitive positions through targeted investments in emerging companies poised for scalability. By fostering strong team dynamics and strategic partnerships, he enhances value creation while ensuring that execution aligns with overarching business goals.
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:
45.13%
Gain +0.32%
Monthly
0.47%
Yearly
5.8%
Drawdown
17.38%
$144.62M
Equity
Holdings
$144.62M
Investment
$118.24M
$19.35M
Profit +$254,713.41
Realized
-$7.03M
Unrealized
$26.38M
Dividends
$10.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$254,713.41
Win %
84%
This Week
Compared To Last Week
Gain
0.66%
Profit
$952,603.93
Win %
84%
This Month
Compared to last month
Gain
0.04%
Profit
$63,883.41
Win %
84%
This Year
Compared to last year
Gain
5.24%
Profit
$7.2M
Win %
85%
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.44%
+$12,863.76 
FTXL First Trust Nasdaq Semiconductor ETF
+2.18%
+$7,286.4 
XAR SPDR S&P Aerospace & Defense ETF
+1.29%
+$23,770.78 
SIVR abrdn Physical Silver Shares ETF
+1.15%
+$11,209.6 
NLR VanEck Uranium and Nuclear ETF
+1.11%
+$3,823.36 
XLE Energy Select Sector SPDR Fund
+0.94%
+$2,253.03 
VDE Vanguard Energy ETF
+0.91%
+$1,728.54 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.88%
+$20,507.03 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.81%
+$17,278.44 
VOOG Vanguard S&P 500 Growth ETF
+0.77%
+$41,643.75 
IWF iShares Russell 1000 Growth ETF
+0.72%
+$7,612 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.61%
+$11,622.66 
VUG Vanguard Growth ETF
+0.57%
+$2,237.79 
FMAG Fidelity Magellan ETF
+0.51%
+$18,414.78 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.5%
+$25,073.22 
VWO Vanguard FTSE Emerging Markets ETF
+0.49%
+$1,288.77 
MLPX Global X MLP & Energy Infrastructure ETF
+0.39%
+$3,003.6 
MOAT VanEck Morningstar Wide Moat Fund
+0.39%
+$2,054.25 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.38%
+$9,512.9 
DVYE iShares Emerging Markets Dividend ETF
+0.33%
+$7,342.39 
NUKZ Range Nuclear Renaissance ETF
+0.32%
+$802.6 
MAGS Roundhill Magnificent Seven Fund
+0.31%
+$910.82 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$717.36 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.28%
+$638.3 
FFLC Fidelity Large Cap Core Fund
+0.26%
+$8,340.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$1,985.57 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$1,628.7 
OIH VanEck Oil Services ETF
+0.18%
+$944.6 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$758.44 
JVAL JPMorgan U.S. Value Factor ETF
+0.13%
+$322.57 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.12%
+$4,030.26 
VONE Vanguard Russell 1000 ETF
+0.11%
+$1,762.82 
XMMO Invesco S&P MidCap Momentum ETF
+0.1%
+$3,141.9 
VO Vanguard Mid-Cap ETF
+0.08%
+$3,663.4 
COWZ Pacer US Cash Cows 100 ETF
+0.05%
+$3,118.92 
QDEF FlexShares Quality Dividend Defensive Index Fund
+0.04%
+$615.4 
VEU Vanguard FTSE All-World ex-US ETF
+0.02%
+$136.95 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$87.57 
DFNM Dimensional National Municipal Bond ETF
+0.01%
+$53.34 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,042.2 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$529 
FFDI
0%
$0 
FHEQ
0%
$0 
FLTR VanEck IG Floating Rate ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
-3.43%
-$19,738.23 
WMT Walmart Inc.
-1.64%
-$8,566.87 
MORT VanEck Mortgage REIT Income ETF
-1.45%
-$8,018.06 
ICL ICL Group Ltd.
-0.69%
-$566.16 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.68%
-$3,019.41 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.67%
-$6,919.92 
IXJ iShares Global Healthcare ETF
-0.67%
-$10,098.66 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.61%
-$3,046.12 
EFAD ProShares EAFE Dividend Growers Fund
-0.59%
-$5,421.38 
LVHD Franklin U.S. Low Volatility ETF
-0.58%
-$9,237.8 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.57%
-$1,478.1 
ICOW Pacer Developed Markets International ETF
-0.5%
-$34,419.14 
DFIV Dimensional International Value ETF
-0.5%
-$1,096.76 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.49%
-$3,640.51 
ARMY Tema International Defense ETF
-0.42%
-$929.83 
AHR American Healthcare REIT, Inc.
-0.42%
-$1,744.32 
XSMO Invesco S&P SmallCap Momentum ETF
-0.41%
-$5,875.25 
VIG Vanguard Dividend Appreciation ETF
-0.4%
-$4,024.32 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.37%
-$1,697.7 
HLX Helix Energy Solutions Group, Inc.
-0.36%
-$445.83 
IVE ISHARES S&P 500 VALUE ETF
-0.35%
-$15,483.4 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.32%
-$1,696.02 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$769.86 
FENI Fidelity Enhanced International ETF
-0.28%
-$734.8 
DON WisdomTree U.S. MidCap Dividend Fund
-0.27%
-$2,773.26 
FIGB Fidelity Investment Grade Bond ETF
-0.27%
-$23,599.15 
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$2,880.38 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.23%
-$1,894.49 
QDF FlexShares Quality Dividend Index Fund
-0.23%
-$4,305.16 
VONV Vanguard Russell 1000 Value Index Fund
-0.22%
-$542.16 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.2%
-$671.8 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.2%
-$2,927.07 
IQDF FlexShares International Quality Dividend Index Fund
-0.17%
-$640.38 
ROBO ROBO Global Robotics & Automation Index ETF
-0.17%
-$426.92 
SGOL abrdn Physical Gold Shares ETF
-0.14%
-$2,406.74 
GDX VanEck Gold Miners ETF
-0.13%
-$3,109.41 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$1,195.94 
MUB iShares National Muni Bond ETF
-0.12%
-$468 
FLDR Fidelity Low Duration Bond ETF
-0.09%
-$424.62 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$336.37 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.07%
-$283.79 
ITA iShares U.S. Aerospace & Defense ETF
-0.04%
-$168.53 
VB Vanguard Small-Cap ETF
-0.04%
-$106.14 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$91.21 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.01%
-$64.25 Events
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Dividends
Dividend Analysis
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| Trades 1097 | Longs Won 695/1097 63% | Profit Factor 2.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $128,516.28 |
| Average Win $50,556.35 | Best Trade (Jul 23) $1.65M | Sharpe Ratio -9.73 |
| Average Loss -$39,269.59 | Worst Trade (Sep 30) -$857,583.36 | Z-Score 2.94 (99.67%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 1d | Expectancy $17,639.34 |
| 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 | 3,676 | 3,309 | 2,941 | 2,574 | 2,206 | 1,838 | 1,471 | 1,103 | 735 | 368 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Sam Sweitzer?
The largest contributions to the portfolio's profits come from the following stocks: VanEck IG Floating Rate ETF - $1.13M, iShares 0-3 Month Treasury Bond ETF - $1.02M, SPDR Bloomberg 3-12 Month T-Bill ETF - $814,465.12, VanEck Uranium and Nuclear ETF - $683,179.66, and Invesco S&P Midcap 400 Revenue ETF - $643,600.95. 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: iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.24M, Vanguard Intermediate-Term Treasury Fund - $1.13M, iShares Preferred and Income Securities ETF - $851,784.63, Vanguard Mid-Cap ETF - $768,957.66, and iShares Core S&P Small-Cap ETF - $747,611.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sam Sweitzer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.79M earned over time. The largest contributors to dividend income include VanEck IG Floating Rate ETF - $1.11M, iShares 0-3 Month Treasury Bond ETF - $1.02M, SPDR Bloomberg 3-12 Month T-Bill ETF - $815,326.42, SPDR Portfolio Developed World ex-US ETF - $505,766.89, and Fidelity Investment Grade Bond ETF - $461,050.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sam Sweitzer's monthly returns?
Sam Sweitzer'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 Sam Sweitzer's strategy be considered aggressive or moderate?
Sam Sweitzer'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 Sam Sweitzer's strategy?
Sam Sweitzer'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.
