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:
54.42%
Gain -0.43%
Monthly
0.51%
Yearly
6.35%
Drawdown
17.78%
$147.58M
Equity
Holdings
$147.58M
Investment
$120.6M
$22.76M
Profit -$454,668.68
Realized
-$4.21M
Unrealized
$26.97M
Dividends
$11.1M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.43%
Profit
-$454,668.68
Win %
82%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$454,668.68
Win %
82%
This Month
Compared to last month
Gain
-0.18%
Profit
-$259,459.05
Win %
82%
This Year
Compared to last year
Gain
2.23%
Profit
$3.26M
Win %
84%
HLX Helix Energy Solutions Group, Inc.
+3.37%
+$3,900.73 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$9,063.72 
FMAG Fidelity Magellan ETF
+2.4%
+$85,029.2 
OIH VanEck Oil Services ETF
+2.39%
+$10,237.21 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$4,646.28 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$31,012.62 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$71,491.71 
VUG Vanguard Growth ETF
+1.1%
+$4,347.75 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$44,912.26 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,536.8 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$1,905.92 
FFLC Fidelity Large Cap Core Fund
+0.86%
+$27,145.5 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$19,167.36 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$14,658.63 
TSLA Tesla, Inc.
+0.76%
+$1,328.67 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$7,832 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,896.81 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,705.57 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,536.74 
VONE Vanguard Russell 1000 ETF
+0.64%
+$9,866.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,302.73 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,394.1 
DTEC Alps Disruptive Technologies ETF
+0.42%
+$921.9 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$962.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,127.84 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$1,405.08 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$7,004.46 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$2,293.81 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,096.57 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$6,594.11 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$13,459.55 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$3,201.84 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$694.95 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$481 
ARMY Tema International Defense ETF
+0.13%
+$485.95 
WMT Walmart Inc.
+0.09%
+$456.91 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$7,662.92 
JVAL JPMorgan U.S. Value Factor ETF
+0.06%
+$147.91 
IQDF FlexShares International Quality Dividend Index Fund
+0.06%
+$201.06 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$2,022.82 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$2,042.86 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$55.2 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 FHEQ
FHEQ
0%
$0 FFDI
FFDI
0%
$0 
GDX VanEck Gold Miners ETF
-3.49%
-$74,134.22 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$25,378.44 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$13,353.45 
MOO VanEck Agribusiness ETF
-2.15%
-$25,556.4 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$15,713.11 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$19,395.39 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$5,951.7 
ICOW Pacer Developed Markets International ETF
-1.2%
-$80,539.33 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$10,484.65 
EFAD ProShares EAFE Dividend Growers Fund
-1.16%
-$22,945.99 
IXJ iShares Global Healthcare ETF
-0.97%
-$16,766.82 
MORT VanEck Mortgage REIT Income ETF
-0.92%
-$5,071.23 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$3,173.76 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,423.87 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.69%
-$4,344.08 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$1,509.14 
FIGB Fidelity Investment Grade Bond ETF
-0.43%
-$39,455.86 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$13,258.52 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,813.64 
FENI Fidelity Enhanced International ETF
-0.37%
-$1,002 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$2,149.23 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$1,239.8 
AHR American Healthcare REIT, Inc.
-0.23%
-$733.85 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$3,185 
VB Vanguard Small-Cap ETF
-0.22%
-$609.16 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,617.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,068.66 
NUKZ Range Nuclear Renaissance ETF
-0.2%
-$521.69 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$8,723.06 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$452.75 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.18%
-$904.4 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$752.85 
QDF FlexShares Quality Dividend Index Fund
-0.15%
-$2,419.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$397.92 
MUB iShares National Muni Bond ETF
-0.11%
-$505.8 
LVHD Franklin U.S. Low Volatility ETF
-0.11%
-$1,896.5 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$1,010.05 
DVYE iShares Emerging Markets Dividend ETF
-0.09%
-$1,428.84 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$1,006.16 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$645.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$258.35 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,239 
QDEF FlexShares Quality Dividend Defensive Index Fund
-0.04%
-$805.04 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$299.62 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$120.91 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$93.29 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$108.32 Events
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Dividends
Dividend Analysis
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| Trades 1181 | Longs Won 773/1181 65% | Profit Factor 2.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $129,995.82 |
| Average Win $50,845.97 | Best Trade (Aug 11) $1.77M | Sharpe Ratio -9.32 |
| Average Loss -$40,541.74 | Worst Trade (Sep 30) -$857,583.36 | Z-Score 2.34 (98.09%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w 1d | Expectancy $19,274.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,636 | 3,273 | 2,909 | 2,545 | 2,182 | 1,818 | 1,455 | 1,091 | 727 | 364 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AHR American Healthcare REIT, Inc. | 5,645 | $147,334.5 | $313,862 | - | $166,527.5 | 113.03% | -0.233% |
| ARMY Tema International Defense ETF | 15,186 | $380,101.91 | $384,646.19 | - | $4,544.28 | 1.2% | +0.126% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 101,141 | $10.05M | $10.06M | - | $2,747.92 | 0.03% | +0.02% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 5,956 | $215,024.35 | $209,770.32 | - | -$5,254.03 | -2.44% | +0.917% |
| BRK-B Berkshire Hathaway Inc. | 1,144 | $426,722.44 | $585,201.76 | - | $158,479.32 | 37.14% | +0.365% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 60,266 | $2.56M | $3.27M | - | $705,567.6 | 27.54% | -0.404% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,567 | $160,899.56 | $235,727.61 | - | $74,828.05 | 46.51% | +2.011% |
| COWZ Pacer US Cash Cows 100 ETF | 103,535 | $5.74M | $6.93M | - | $1.19M | 20.64% | +0.195% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 12,398 | $413,391.66 | $503,606.76 | - | $90,215.1 | 21.82% | -0.246% |
| DFNM Dimensional National Municipal Bond ETF | 14,981 | $717,226.85 | $713,844.65 | - | -$3,382.2 | -0.47% | -0.042% |
| DON WisdomTree U.S. MidCap Dividend Fund | 20,201 | $966,556.31 | $1.16M | - | $195,405.21 | 20.22% | -0.087% |
| DTEC Alps Disruptive Technologies ETF | 4,411 | $210,492.92 | $219,500.18 | - | $9,007.26 | 4.28% | +0.422% |
| DVYE iShares Emerging Markets Dividend ETF | 47,628 | $1.39M | $1.63M | - | $243,085.58 | 17.51% | -0.087% |
| EFAD ProShares EAFE Dividend Growers Fund | 44,642 | $1.86M | $1.95M | - | $89,497.07 | 4.8% | -1.161% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 47,779 | $2.56M | $4.4M | - | $1.84M | 72.1% | +1.031% |
| FBTC Fidelity Wise Origin Bitcoin Index Fund | 8,093 | $551,834.15 | $442,768.03 | - | -$109,066.12 | -19.76% | -2.928% |
| FENI Fidelity Enhanced International ETF | 6,680 | $222,176.8 | $271,608.8 | - | $49,432 | 22.25% | -0.368% |
| FFDI FFDI | 173,648 | $4,610.07 | $4,553.1 | - | -$56.97 | -1.24% | 0.0 |
| FFLC Fidelity Large Cap Core Fund | 54,291 | $2.37M | $3.19M | - | $820,281.01 | 34.61% | +0.858% |
| FHEQ FHEQ | 123,211 | $3,276.27 | $3,250.08 | - | -$26.19 | -0.8% | 0.0 |
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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 - $1.2M, iShares 0-3 Month Treasury Bond ETF - $1.08M, iShares MSCI Emerging Markets ex China ETF - $906,260.41, SPDR Bloomberg 3-12 Month T-Bill ETF - $875,434.92, and First Trust NASDAQ Cybersecurity ETF - $801,958.42. 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 - $762,317.64, 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 $11.1M earned over time. The largest contributors to dividend income include VanEck IG Floating Rate ETF - $1.18M, iShares 0-3 Month Treasury Bond ETF - $1.08M, SPDR Bloomberg 3-12 Month T-Bill ETF - $876,668.86, 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.
