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:
53.35%
Gain -0.34%
Monthly
0.42%
Yearly
5.22%
Drawdown
17.78%
$153.75M
Equity
Holdings
$153.75M
Investment
$134.34M
$18.52M
Profit -$353,293.08
Realized
-$3.28M
Unrealized
$21.8M
Dividends
$11.35M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$353,293.08
Win %
77%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$469,013.8
Win %
77%
This Month
Compared to last month
Gain
0.19%
Profit
$289,766.5
Win %
77%
This Year
Compared to last year
Gain
-0.27%
Profit
-$298,357.52
Win %
80%
HOS Hornbeck Offshore Services, Inc.
+7.92%
+$6,080.36 
OIH VanEck Oil Services ETF
+5.4%
+$23,027.16 
VDE Vanguard Energy ETF
+2.67%
+$5,913.56 
XLE State Street Energy Select Sector SPDR ETF
+2.6%
+$6,260.32 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+2.45%
+$68,405.44 
MLPX Global X MLP & Energy Infrastructure ETF
+2.26%
+$12,033.45 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.6%
+$4,301.76 
MLPA Global X MLP ETF
+1.47%
+$5,755.15 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.04%
+$2,025.04 
FTXL First Trust Nasdaq Semiconductor ETF
+0.69%
+$1,731.56 
DTEC ALPS Disruptive Technologies ETF
+0.67%
+$1,517.02 
MORT VanEck Mortgage REIT Income ETF
+0.65%
+$2,846 
DVYE iShares Emerging Markets Dividend ETF
+0.63%
+$11,980.54 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.6%
+$25,743.3 
MOO VanEck Agribusiness ETF
+0.53%
+$1,446.52 
MUB iShares National Muni Bond ETF
+0.18%
+$600.21 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.09%
+$503.52 
DFNM Dimensional National Municipal Bond ETF
+0.06%
+$708.06 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$3,972.03 
BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$3,161.01 
TBLL Invesco Short Term Treasury ETF
+0.03%
+$83.85 
IQDF FlexShares International Quality Dividend Index Fund
0%
$0 
CL Colgate-Palmolive Co.
-3.44%
-$11,862.35 
SIL Global X Silver Miners ETF
-2.54%
-$18,161.3 
GDX VanEck Gold Miners ETF
-1.82%
-$45,161.9 
SIVR abrdn Physical Silver Shares ETF
-1.29%
-$9,190.39 
ITA iShares U.S. Aerospace & Defense ETF
-1.1%
-$3,723.75 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.05%
-$2,551.92 
WMT Walmart Inc.
-1.02%
-$5,619.87 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-1%
-$12,790.05 
QDF FlexShares Quality Dividend Index Fund
-0.98%
-$14,615.58 
COWZ Pacer US Cash Cows 100 ETF
-0.97%
-$65,280.6 
MOAT VanEck Morningstar Wide Moat ETF
-0.95%
-$4,888.83 
LVHD Franklin U.S. Low Volatility High Dividend Index ETF
-0.93%
-$15,788.64 
BRK-B Berkshire Hathaway Inc.
-0.87%
-$5,468.32 
IXJ iShares Global Healthcare ETF
-0.86%
-$15,299.75 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.84%
-$17,005.5 
FFDI Fidelity Fundamental Developed International ETF
-0.83%
-$42,381.58 
VIG Vanguard Dividend Appreciation ETF
-0.82%
-$8,520 
RWK Invesco S&P MidCap 400 Revenue ETF
-0.77%
-$4,622.18 
ARMY Tema International Defense ETF
-0.74%
-$3,565.92 
SGOL abrdn Physical Gold Shares ETF
-0.68%
-$9,394.58 
VYM Vanguard High Dividend Yield ETF
-0.68%
-$6,504.3 
FFLC Fidelity Fundamental Large Cap Core ETF
-0.67%
-$20,423.52 
NUKZ Range Nuclear Renaissance Index ETF
-0.65%
-$1,484.81 
TSLA Tesla, Inc.
-0.63%
-$1,441.95 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.62%
-$2,465.12 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.61%
-$26,766.5 
FMAG Fidelity Magellan ETF
-0.61%
-$21,012.53 
VONV Vanguard Russell 1000 Value ETF
-0.6%
-$1,532.04 
IVE iShares S&P 500 Value ETF
-0.56%
-$24,823.8 
MAGS Roundhill Magnificent Seven Fund
-0.54%
-$1,688.34 
IVOO Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
-0.54%
-$4,241.82 
VONE Vanguard Russell 1000 ETF
-0.53%
-$8,361.08 
VV Vanguard Morningstar Large-Cap ETF
-0.52%
-$1,346.88 
SPY State Street SPDR S&P 500 ETF Trust
-0.52%
-$6,172.53 
VOOG Vanguard S&P 500 Growth ETF
-0.52%
-$26,254.51 
NLR VanEck Uranium and Nuclear ETF
-0.51%
-$1,913.6 
VTI Vanguard Total Stock Market ETF
-0.5%
-$4,309.2 
VB Vanguard Small-Cap ETF
-0.5%
-$1,342.7 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.5%
-$1,126.31 
FENI Fidelity Enhanced International ETF
-0.48%
-$1,269.2 
DON WisdomTree U.S. MidCap Dividend Fund
-0.47%
-$6,097.14 
VUG Vanguard Morningstar Growth ETF
-0.47%
-$1,896.25 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.46%
-$10,510.5 
IWR iShares Russell Mid-Cap ETF
-0.46%
-$3,466.5 
JVAL JPMorgan U.S. Value Factor ETF
-0.43%
-$1,064.88 
CALF Pacer US Small Cap Cash Cows ETF
-0.41%
-$12,729.36 
IWF iShares Russell 1000 Growth ETF
-0.4%
-$4,030.56 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.39%
-$2,068.57 
FHEQ Fidelity Hedged Equity ETF
-0.39%
-$15,421.25 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
-0.37%
-$1,773.52 
SCHD Schwab U.S. Dividend Equity ETF
-0.37%
-$7,928.18 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.34%
-$4,744.52 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.31%
-$1,647.72 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.3%
-$1,004.85 
EFAD ProShares MSCI EAFE Dividend Growers ETF
-0.29%
-$6,790.9 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.28%
-$738.76 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.27%
-$947.8 
FIGB Fidelity Investment Grade Bond ETF
-0.26%
-$24,792.79 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.26%
-$1,870.47 
XMMO Invesco S&P MidCap Momentum ETF
-0.25%
-$6,874.8 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
-0.25%
-$1,204.58 
VXUS Vanguard Total International Stock ETF
-0.24%
-$1,189.6 
XAR State Street SPDR S&P Aerospace & Defense ETF
-0.24%
-$4,700.28 
ICOW Pacer Developed Markets International Cash Cows 100 ETF
-0.19%
-$11,836.24 
FBTC Fidelity Wise Origin Bitcoin Fund
-0.18%
-$1,052.74 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$417.84 
XSMO Invesco S&P SmallCap Momentum ETF
-0.06%
-$801.65 
ROBO ROBO Global Robotics and Automation Index ETF
-0.05%
-$1,441.44 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$3,474.48 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$61.73 
FLDR Fidelity Low Duration Bond Factor ETF
-0.02%
-$85.33 
VWO Vanguard FTSE Emerging Markets ETF
-0.02%
-$45.33 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1261 | Longs Won 814/1261 64% | Profit Factor 2.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $114,687.29 |
| Average Win $44,515.89 | Best Trade (Oct 24) $1.52M | Sharpe Ratio -8.81 |
| Average Loss -$39,624.09 | Worst Trade (Sep 30) -$857,583.36 | Z-Score 0.33 (26.07%) |
| Commissions $0 | Avg. Trade Length 1y 6m 6d | Expectancy $14,689.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,876 | 3,488 | 3,101 | 2,713 | 2,326 | 1,938 | 1,550 | 1,163 | 775 | 388 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ARMY Tema International Defense ETF | 20,684 | $507,331.12 | $475,032.88 | - | -$32,298.24 | -6.37% | -0.745% |
| BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF | 105,367 | $10.47M | $10.47M | - | -$8,419.85 | -0.08% | +0.03% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 5,956 | $215,024.35 | $196,667.12 | - | -$18,357.23 | -8.54% | +1.04% |
| BRK-B Berkshire Hathaway Inc. | 1,144 | $426,722.44 | $620,265.36 | - | $193,542.92 | 45.36% | -0.874% |
| CALF Pacer US Small Cap Cash Cows ETF | 53,039 | $2.25M | $3.09M | - | $840,153.39 | 37.39% | -0.411% |
| CL Colgate-Palmolive Co. | 3,541 | $302,118.12 | $332,995.64 | - | $30,877.52 | 10.22% | -3.44% |
| COWZ Pacer US Cash Cows 100 ETF | 93,258 | $5.2M | $6.63M | - | $1.43M | 27.59% | -0.975% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 13,731 | $463,912.36 | $533,449.35 | - | $69,536.99 | 14.99% | -0.308% |
| DFNM Dimensional National Municipal Bond ETF | 23,602 | $1.11M | $1.11M | - | -$5,701.55 | -0.51% | +0.064% |
| DON WisdomTree U.S. MidCap Dividend Fund | 22,582 | $1.1M | $1.28M | - | $184,259.04 | 16.83% | -0.474% |
| DTEC ALPS Disruptive Technologies ETF | 4,363 | $208,202.36 | $228,228.53 | - | $20,026.17 | 9.62% | +0.669% |
| DVYE iShares Emerging Markets Dividend ETF | 54,457 | $1.62M | $1.9M | - | $284,070.16 | 17.53% | +0.633% |
| EFAD ProShares MSCI EAFE Dividend Growers ETF | 50,303 | $2.11M | $2.29M | - | $187,878 | 8.92% | -0.295% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 46,806 | $2.51M | $4.29M | - | $1.78M | 71.05% | +0.603% |
| FBTC Fidelity Wise Origin Bitcoin Fund | 8,098 | $552,197.35 | $571,799.78 | - | $19,602.43 | 3.55% | -0.184% |
| FENI Fidelity Enhanced International ETF | 6,680 | $222,176.8 | $262,457.2 | - | $40,280.4 | 18.13% | -0.481% |
| FFDI Fidelity Fundamental Developed International ETF | 167,715 | $5.34M | $5.08M | - | -$263,379.64 | -4.93% | -0.828% |
| FFLC Fidelity Fundamental Large Cap Core ETF | 52,368 | $2.29M | $3.05M | - | $758,448.64 | 33.17% | -0.666% |
| FHEQ Fidelity Hedged Equity ETF | 118,625 | $3.99M | $3.95M | - | -$37,960 | -0.95% | -0.388% |
| FIGB Fidelity Investment Grade Bond ETF | 225,389 | $9.68M | $9.35M | - | -$329,104.85 | -3.4% | -0.264% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.2M, iShares 0-3 Month Treasury Bond ETF - $1.11M, iShares MSCI Emerging Markets ex China ETF - $954,667.16, State Street SPDR Bloomberg 3-12 Month T-Bill ETF - $875,461.22, and First Trust Nasdaq Cybersecurity ETF - $871,711.25. 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 ETF - $1.13M, iShares Preferred and Income Securities ETF - $851,784.63, iShares Core S&P Small-Cap ETF - $747,611.64, and iShares TIPS Bond ETF - $724,099.14. 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 $11.35M earned over time. The largest contributors to dividend income include VanEck IG Floating Rate ETF - $1.18M, iShares 0-3 Month Treasury Bond ETF - $1.11M, State Street SPDR Bloomberg 3-12 Month T-Bill ETF - $876,695.16, State Street SPDR Portfolio Developed World ex-US ETF - $505,766.89, and Fidelity Investment Grade Bond ETF - $493,857.65. 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.
2026 © Marketlog. All Rights Reserved.
