SS
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:
28.43%
Gain +1.44%
Monthly
0.12%
Yearly
1.46%
Drawdown
23.05%
$144.67M
Equity
Holdings
$144.67M
Investment
$118.24M
$19.41M
Profit +$2.33M
Realized
-$7.03M
Unrealized
$26.43M
Dividends
$10.37M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.44%
Profit
$2.33M
Win %
86%
This Week
Compared To Last Week
Gain
-1.15%
Profit
-$1.68M
Win %
86%
This Month
Compared to last month
Gain
-1.14%
Profit
-$1.66M
Win %
86%
This Year
Compared to last year
Gain
5.09%
Profit
$7.03M
Win %
86%
REMX VanEck Rare Earth and Strategic Metals ETF
+9.15%
+$61,751.33 
FTXL First Trust Nasdaq Semiconductor ETF
+8.1%
+$29,145.6 
XAR SPDR S&P Aerospace & Defense ETF
+6.57%
+$124,689.84 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+6.48%
+$61,803.69 
SIVR abrdn Physical Silver Shares ETF
+5.52%
+$60,969.32 
GDX VanEck Gold Miners ETF
+5.39%
+$137,505.02 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$273,625.14 
ITA iShares U.S. Aerospace & Defense ETF
+4.83%
+$19,274.51 
NLR VanEck Uranium and Nuclear ETF
+4.72%
+$17,963.2 
ARMY Tema International Defense ETF
+4.44%
+$10,150.54 
XMMO Invesco S&P MidCap Momentum ETF
+4.24%
+$143,061.18 
NUKZ Range Nuclear Renaissance ETF
+4.21%
+$10,915.36 
ROBO ROBO Global Robotics & Automation Index ETF
+3.81%
+$9,950.52 
XSMO Invesco S&P SmallCap Momentum ETF
+3.75%
+$53,042.75 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$11,958.04 
ICL ICL Group Ltd.
+3.36%
+$2,992.56 
FENI Fidelity Enhanced International ETF
+3.33%
+$8,650.6 
VEU Vanguard FTSE All-World ex-US ETF
+3.33%
+$24,559.7 
IQDF FlexShares International Quality Dividend Index Fund
+3.33%
+$12,007.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$15,996.12 
SGOL abrdn Physical Gold Shares ETF
+3.05%
+$51,854.42 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+3.02%
+$15,230.6 
BOTZ Global X Robotics & Artificial Intelligence ETF
+2.84%
+$6,920.57 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.75%
+$13,947.52 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.7%
+$56,614.5 
RWK Invesco S&P Midcap 400 Revenue ETF
+2.65%
+$18,651.38 
IVOO Vanguard S&P Mid-Cap 400 ETF
+2.56%
+$20,486.18 
VB Vanguard Small-Cap ETF
+2.54%
+$6,728.67 
ICOW Pacer Developed Markets International ETF
+2.54%
+$174,497.01 
JVAL JPMorgan U.S. Value Factor ETF
+2.5%
+$6,037.74 
VIOO Vanguard S&P Small-Cap 600 ETF
+2.48%
+$34,528.58 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$6,195.14 
DFIV Dimensional International Value ETF
+2.36%
+$5,013.76 
DVYE iShares Emerging Markets Dividend ETF
+2.33%
+$52,064.22 
VOOG Vanguard S&P 500 Growth ETF
+2.33%
+$122,599.07 
IWR iShares Russell Mid-Cap ETF
+2.24%
+$16,361.88 
FMAG Fidelity Magellan ETF
+2.19%
+$77,573.29 
QDF FlexShares Quality Dividend Index Fund
+1.99%
+$35,516.03 
VONV Vanguard Russell 1000 Value Index Fund
+1.94%
+$4,518 
VUG Vanguard Growth ETF
+1.89%
+$7,290.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$15,059.23 
VO Vanguard Mid-Cap ETF
+1.85%
+$80,876.6 
EFAD ProShares EAFE Dividend Growers Fund
+1.81%
+$16,228.16 
FFLC Fidelity Large Cap Core Fund
+1.81%
+$57,156.38 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.81%
+$4,421.28 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$11,949.91 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.8%
+$9,291.24 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+1.65%
+$40,048.53 
VONE Vanguard Russell 1000 ETF
+1.61%
+$24,517.12 
IWF iShares Russell 1000 Growth ETF
+1.6%
+$16,896 
DON WisdomTree U.S. MidCap Dividend Fund
+1.55%
+$15,297.66 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.46%
+$5,351.12 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.35%
+$41,542.68 
IXJ iShares Global Healthcare ETF
+1.31%
+$19,126.25 
VIG Vanguard Dividend Appreciation ETF
+1.28%
+$12,450.2 
QDEF FlexShares Quality Dividend Defensive Index Fund
+1.28%
+$19,748.83 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.23%
+$5,432.64 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$11,451.7 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.14%
+$5,692.5 
IVE ISHARES S&P 500 VALUE ETF
+1.12%
+$48,754.63 
MAGS Roundhill Magnificent Seven Fund
+1.11%
+$3,154.53 
HLX Helix Energy Solutions Group, Inc.
+0.88%
+$1,082.73 
SCHD Schwab U.S. Dividend Equity ETF
+0.87%
+$9,206.68 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$54,061.28 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.8%
+$7,798.64 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.77%
+$1,910.16 
MORT VanEck Mortgage REIT Income ETF
+0.75%
+$4,147.27 
OIH VanEck Oil Services ETF
+0.7%
+$4,079.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.67%
+$1,785.42 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.6%
+$2,527.19 
FIGB Fidelity Investment Grade Bond ETF
+0.47%
+$41,042 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$1,112.62 
MUB iShares National Muni Bond ETF
+0.23%
+$936 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$656.56 
FLDR Fidelity Low Duration Bond ETF
+0.11%
+$518.98 
FLTR VanEck IG Floating Rate ETF
+0.06%
+$5,519.34 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.03%
+$192.71 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$1,121.47 
DFNM Dimensional National Municipal Bond ETF
+0.01%
+$53.34 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,042.2 
FFDI
0%
$0 
FHEQ
0%
$0 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-2.72%
-$57,636.84 
XLE Energy Select Sector SPDR Fund
-1.99%
-$4,795.44 
VDE Vanguard Energy ETF
-1.81%
-$3,457.08 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.12%
-$21,584.94 
MLPX Global X MLP & Energy Infrastructure ETF
-0.59%
-$4,405.28 
AHR American Healthcare REIT, Inc.
-0.51%
-$1,744.32 
LVHD Franklin U.S. Low Volatility ETF
-0.16%
-$2,487.1 
WMT Walmart Inc.
-0.12%
-$662.5 Events
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Dividends
Dividend Analysis
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| Trades 1097 | Longs Won 702/1097 63% | Profit Factor 2.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $128,886.81 |
| Average Win $49,856.43 | Best Trade (Jun 11) $1.6M | Sharpe Ratio -10.31 |
| Average Loss -$39,477.45 | Worst Trade (Sep 30) -$857,583.36 | Z-Score 2.23 (97.4%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $17,689.72 |
| 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 | 3,663 | 3,297 | 2,930 | 2,564 | 2,198 | 1,832 | 1,465 | 1,099 | 733 | 366 |
Hover over the desired column for a detailed explanation.
Returns
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