Dustin Schick Portfolio
Invests via Evergreen Private Wealth LLC | Managed by Scott Preston, Steven Bowes, Dustin Schick, Jodie Wilson
Invests via Evergreen Private Wealth LLC
Managed by Scott Preston, Steven Bowes, Dustin Schick, Jodie Wilson
Automatically Tracked
Dustin Schick Profile
Operator-turned-investor focused on scaling technology startups, with hands-on experience in product, engineering and growth across SaaS and consumer platforms. Dustin Schick advises founders, participates in seed and early-stage financings and helps portfolio companies with go-to-market strategy, hiring and metrics-driven product development. Active in angel and micro-VC ecosystems, maintains networks across founders, operators and limited partners and is frequently involved in corporate development and strategic partnerships.
Operator-turned-investor focused on scaling technology startups, with hands-on experience in product, engineering and growth across SaaS and consumer platforms. Dustin Schick advises founders, participates in seed and early-stage financings and helps portfolio companies with go-to-market strategy, hiring and metrics-driven product development. Active in angel and micro-VC ecosystems, maintains networks across founders, operators and limited partners and is frequently involved in corporate development and strategic partnerships.
Investment Philosophy & Strategy
Operator-turned-investor who targets seed and early-stage SaaS and consumer startups where product-led growth and measurable engagement metrics drive valuation. Prefers concentrated, high-conviction positions with reserved capital for follow-on rounds; investment decisions are grounded in founder quality, technical execution capacity, and repeatable go-to-market motion. Employs a hands-on playbook—advising on hiring, product analytics, growth experiments and strategic partnerships—to de-risk operational execution. Time horizon is long-term value creation, with valuation discipline and network-enabled syndication to accelerate scale.
Operator-turned-investor who targets seed and early-stage SaaS and consumer startups where product-led growth and measurable engagement metrics drive valuation. Prefers concentrated, high-conviction positions with reserved capital for follow-on rounds; investment decisions are grounded in founder quality, technical execution capacity, and repeatable go-to-market motion. Employs a hands-on playbook—advising on hiring, product analytics, growth experiments and strategic partnerships—to de-risk operational execution. Time horizon is long-term value creation, with valuation discipline and network-enabled syndication to accelerate scale.
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:
37.81%
Gain -0.55%
Monthly
1.01%
Yearly
12.77%
Drawdown
14.77%
$276.07M
Equity
Holdings
$276.07M
Investment
$220.09M
$67.76M
Profit -$1.29M
Realized
$11.78M
Unrealized
$55.98M
Dividends
$10.49M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$1.29M
Win %
66%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$1.41M
Win %
66%
This Month
Compared to last month
Gain
-0.46%
Profit
-$1.29M
Win %
66%
This Year
Compared to last year
Gain
2.11%
Profit
$5.7M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$1.09M 
GOOG Alphabet Inc
+6.88%
+$6,891 
GOOGL Alphabet Inc
+6.73%
+$697,873.26 
ANET Arista Networks, Inc.
+5.46%
+$412,526.22 
FTNT Fortinet Inc.
+4.99%
+$335,496.7 
TT Trane Technologies plc
+3.33%
+$6,352.11 
MSFT Microsoft Corp.
+3.02%
+$230,354.89 
NVDA NVIDIA Corporation
+2.93%
+$10,106.71 
GLW Corning Incorporated
+2.24%
+$4,357.14 
EOG EOG Resources, Inc.
+2.19%
+$95,470.26 
OKE ONEOK, Inc.
+1.95%
+$4,005.48 
PANW Palo Alto Networks, Inc.
+1.89%
+$8,874.45 
CRM Salesforce Inc
+1.83%
+$3,730.36 
HCA HCA Healthcare Inc.
+1.72%
+$74,942.69 
ZTS Zoetis Inc.
+1.66%
+$64,238.63 
KMI Kinder Morgan, Inc.
+1.64%
+$35,128.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$12,944.64 
PH Parker-Hannifin Corporation
+1.43%
+$61,569.16 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$16,456.66 
VRSN Verisign Inc.
+1.2%
+$2,280.72 
AMAT Applied Materials, Inc.
+1.18%
+$206,465.3 
CHD Church & Dwight Co., Inc.
+1.16%
+$1,761.67 
ADBE Adobe Inc.
+1.01%
+$60,734.71 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,116.96 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$1,788.35 
IBM International Business Machines Corporation
+0.86%
+$1,665.5 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,114.28 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$54,369.15 
CAT Caterpillar Inc.
+0.7%
+$589.68 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,479.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$863.3 
PAYX Paychex Inc.
+0.44%
+$702.27 
RTX RTX Corporation
+0.39%
+$1,235.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$31,936.2 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$567.52 
MRK Merck & Co., Inc.
+0.32%
+$616.25 
JPM JPMorgan Chase & Co.
+0.27%
+$21,942.42 
INTU Intuit Inc.
+0.18%
+$5,620.84 
T AT&T Inc.
+0.17%
+$6,047.12 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$164.55 
WM Waste Management, Inc.
+0.1%
+$5,781.38 
FMDE Fidelity Enhanced Mid Cap ETF
+0.1%
+$1,117.8 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$136.33 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$1,041.58 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$1,568.23 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$516.3 
AAPL Apple Inc.
-7.35%
-$598,876.48 
VRSK Verisk Analytics Inc.
-2.75%
-$153,686.5 
ABBV AbbVie Inc.
-2.51%
-$6,825.85 
NFLX Netflix, Inc.
-2%
-$105,476.24 
AMD Advanced Micro Devices, Inc.
-1.9%
-$8,473.1 
AGO Assured Guaranty Ltd.
-1.7%
-$1,961.96 
PHYS Sprott Physical Gold Trust
-1.61%
-$2,700 
CPRT Copart Inc.
-1.52%
-$1,997.55 
PPG PPG Industries Inc.
-1.35%
-$1,703.28 
IT Gartner Inc.
-1.24%
-$1,480.1 
NEE NextEra Energy, Inc.
-1.15%
-$2,010.91 
PLD Prologis Inc.
-1.08%
-$48,243.72 
DINO HF Sinclair Corporation
-1.05%
-$32,671.54 
CTAS Cintas Corporation
-1.04%
-$1,684.79 
XOM Exxon Mobil Corporation
-0.97%
-$1,178.1 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.88%
-$96,650.4 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$55,535.7 
ULTA Ulta Beauty Inc.
-0.76%
-$42,848.86 
AMGN Amgen Inc.
-0.64%
-$1,946.81 
ROST Ross Stores, Inc.
-0.59%
-$56,362.61 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$46,334.41 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.44%
-$23,159.07 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$33,972.79 
FENI Fidelity Enhanced International ETF
-0.37%
-$3,869.85 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$12,605.92 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$7,974.46 
HBAN Huntington Bancshares Incorporated
-0.23%
-$14,173.13 
BNDX Vanguard Total International Bond ETF
-0.23%
-$12,500.84 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$762.95 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,381.47 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$1,003.8 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$5,818.12 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$2,846.08 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.14%
-$4,974.16 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$7,611.24 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$403.52 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$82.4 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.06%
-$780.2 
EUFN iShares MSCI Europe Financials ETF
-0.05%
-$1,920.8 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$1,559.68 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$1,498.58 
V Visa Inc. Class A
-0.04%
-$72.79 
TGT Target Corporation
-0.01%
-$705.67 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1337 | Longs Won 905/1337 67% | Profit Factor 4.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $386,301.03 |
| Average Win $95,140.89 | Best Trade (Aug 13) $9.88M | Sharpe Ratio -12.03 |
| Average Loss -$42,450.55 | Worst Trade (Aug 10) -$3.39M | Z-Score -0.02 (1.66%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $50,683.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,494 | 5,844 | 5,195 | 4,545 | 3,896 | 3,247 | 2,597 | 1,948 | 1,299 | 649 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,424 | $4.75M | $7.54M | - | $2.79M | 58.83% | -7.354% |
| ABBV AbbVie Inc. | 1,055 | $172,732.12 | $264,741.7 | - | $92,009.58 | 53.27% | -2.513% |
| ADBE Adobe Inc. | 24,197 | $10.56M | $6.06M | - | -$4.5M | -42.61% | +1.013% |
| AGO Assured Guaranty Ltd. | 1,372 | $102,667 | $113,491.84 | - | $10,824.84 | 10.54% | -1.699% |
| AMAT Applied Materials, Inc. | 34,994 | $5.8M | $17.77M | - | $11.96M | 206.22% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 917 | $141,138.19 | $436,629.54 | - | $295,491.35 | 209.36% | -1.904% |
| AMGN Amgen Inc. | 785 | $227,271.2 | $302,350.6 | - | $75,079.4 | 33.04% | -0.64% |
| AMZN Amazon.com Inc | 30,096 | $4.7M | $8.17M | - | $3.47M | 73.92% | +15.321% |
| ANET Arista Networks, Inc. | 44,215 | $4.88M | $7.97M | - | $3.09M | 63.35% | +5.456% |
| BNDX Vanguard Total International Bond ETF | 113,644 | $5.59M | $5.43M | - | -$163,187.06 | -2.92% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 17,170 | $6.39M | $8.78M | - | $2.4M | 37.51% | +0.365% |
| CAT Caterpillar Inc. | 104 | $110,750 | $84,740.24 | - | -$26,009.76 | -23.49% | +0.701% |
| CHD Church & Dwight Co., Inc. | 1,559 | $147,588.68 | $154,044.79 | - | $6,456.11 | 4.37% | +1.157% |
| CHKP Check Point Software Technologies Ltd. | 50,487 | $8.2M | $6.42M | - | -$1.78M | -21.7% | -0.858% |
| CPRT Copart Inc. | 4,439 | $186,741.59 | $129,263.68 | - | -$57,477.91 | -30.78% | -1.522% |
| CRM Salesforce Inc | 1,127 | $239,801.53 | $207,390.54 | - | -$32,410.99 | -13.52% | +1.832% |
| CTAS Cintas Corporation | 780 | $120,555.97 | $159,611.4 | - | $39,055.43 | 32.4% | -1.045% |
| DINO HF Sinclair Corporation | 33,682 | $1.69M | $3.08M | - | $1.39M | 82.42% | -1.049% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 71,152 | $1.79M | $1.81M | - | $20,206.94 | 1.13% | -0.157% |
| EOG EOG Resources, Inc. | 30,022 | $3.73M | $4.46M | - | $733,855.04 | 19.67% | +2.185% |
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 Dustin Schick?
The largest contributions to the portfolio's profits come from the following stocks: Applied Materials, Inc - $3.44M, Alphabet Inc - $2.64M, Netflix, Inc - $1.67M, ANET - $1.41M, and JPMorgan Chase & Co - $1.24M. 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: Dollar Tree, Inc - $1.17M, Adobe Inc - $979,887.71, Mondelez International, Inc - $907,617.71, J.B. Hunt Transport Services, Inc - $291,000.64, and West Pharmaceutical Services, Inc - $262,441.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dustin Schick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.49M earned over time. The largest contributors to dividend income include iShares 10-20 Year Treasury Bond ETF - $661,525.83, SPDR MSCI EAFE StrategicFactors ETF - $637,294.09, Huntington Bancshares Incorporated - $509,020.34, Vanguard Total International Bond ETF - $470,916.7, and AT&T Inc - $461,882.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dustin Schick's monthly returns?
Dustin Schick's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Dustin Schick's strategy be considered aggressive or moderate?
Dustin Schick'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 Dustin Schick's strategy?
Dustin Schick'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.
