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:
37.32%
Gain +0.4%
Monthly
0.95%
Yearly
12.04%
Drawdown
14.76%
$275.25M
Equity
Holdings
$275.25M
Investment
$220.09M
$66.94M
Profit +$968,294.03
Realized
$11.78M
Unrealized
$55.16M
Dividends
$11.08M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$968,294.03
Win %
62%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$1.25M
Win %
62%
This Month
Compared to last month
Gain
1.3%
Profit
$3.54M
Win %
62%
This Year
Compared to last year
Gain
1.8%
Profit
$4.88M
Win %
64%
INTU Intuit Inc.
+6.46%
+$197,701.22 
IT Gartner Inc.
+5.57%
+$8,487.2 
CPRT Copart Inc.
+5.27%
+$6,148.02 
ZTS Zoetis Inc.
+4.76%
+$182,774.05 
VRSK Verisk Analytics Inc.
+3.94%
+$198,674.73 
TMO Thermo Fisher Scientific Inc.
+3.82%
+$353,615.2 
ADBE Adobe Inc.
+3.69%
+$214,748.62 
WM Waste Management, Inc.
+3.51%
+$199,194.82 
CRM Salesforce Inc
+3.49%
+$9,286.48 
PAYX Paychex Inc.
+3.23%
+$4,819.5 
NFLX Netflix, Inc.
+3.21%
+$163,632.66 
AMGN Amgen Inc.
+3.1%
+$10,385.56 
V Visa Inc. Class A
+2.74%
+$5,574.41 
CTAS Cintas Corporation
+2.55%
+$4,151.63 
PPG PPG Industries Inc.
+2.51%
+$2,966.64 
ULTA Ulta Beauty Inc.
+2.43%
+$158,377.61 
IBM International Business Machines Corporation
+2.24%
+$4,447.2 
CHKP Check Point Software Technologies Ltd.
+2.05%
+$138,839.25 
T AT&T Inc.
+1.97%
+$68,786.14 
ROST Ross Stores, Inc.
+1.93%
+$167,208.37 
AGO Assured Guaranty Ltd.
+1.87%
+$1,769.88 
HBAN Huntington Bancshares Incorporated
+1.72%
+$92,127.62 
PHYS Sprott Physical Gold Trust
+1.44%
+$2,403 
TLH iShares 10-20 Year Treasury Bond ETF
+1.21%
+$94,775.62 
MSFT Microsoft Corp.
+1.17%
+$105,790.82 
NUSC Nuveen ESG Small-Cap ETF
+1.16%
+$1,842.96 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+1.08%
+$115,870.65 
IJS iShares S&P Small-Cap 600 Value ETF
+1.04%
+$1,510.88 
IGV iShares Expanded Tech-Software Sector ETF
+1.04%
+$14,512.96 
TGT Target Corporation
+0.84%
+$45,914.7 
NEE NextEra Energy, Inc.
+0.79%
+$1,224.46 
IEF iShares 7-10 Year Treasury Bond ETF
+0.78%
+$21,316.35 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.77%
+$4,266.15 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
+0.73%
+$35,791.29 
MMIT NYLI MacKay Muni Intermediate ETF
+0.71%
+$25,999.71 
EUFN iShares MSCI Europe Financials ETF
+0.66%
+$24,490.2 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.63%
+$2,062 
FMDE Fidelity Enhanced Mid Cap ETF
+0.6%
+$6,846.52 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.59%
+$20,607.26 
IVE ISHARES S&P 500 VALUE ETF
+0.55%
+$3,929.6 
FENI Fidelity Enhanced International ETF
+0.54%
+$5,546.78 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.52%
+$18,327.08 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.5%
+$8,894 
GOOGL Alphabet Inc
+0.46%
+$50,003.07 
GOOG Alphabet Inc
+0.45%
+$466.5 
FSMD Fidelity Small-Mid Multifactor ETF
+0.32%
+$20,296.64 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$28,330.5 
BNDX Vanguard Total International Bond ETF
+0.31%
+$16,478.49 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.31%
+$1,513.2 
ABBV AbbVie Inc.
+0.27%
+$801.79 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.18%
+$206 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.16%
+$2,070.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.15%
+$249.2 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.12%
+$4,495.74 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.12%
+$212.47 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.07%
+$2,509.17 
IVV iShares Core S&P 500 ETF
+0.03%
+$69.36 
VRSN Verisign Inc.
+0.03%
+$59.67 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$779.84 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$260.06 
HCA HCA Healthcare Inc.
+0.01%
+$440.84 
IBMO iShares iBonds Dec 2026 Term ETF
0%
$0 
ANET Arista Networks, Inc.
-6.16%
-$531,906.45 
AMAT Applied Materials, Inc.
-4.61%
-$721,051.37 
GLW Corning Incorporated
-4.38%
-$8,872.46 
TT Trane Technologies plc
-3.76%
-$7,677.09 
AMD Advanced Micro Devices, Inc.
-3.27%
-$17,092.89 
CAT Caterpillar Inc.
-2.69%
-$2,098.72 
DINO HF Sinclair Corporation
-2.69%
-$115,697.67 
FTNT Fortinet Inc.
-2.25%
-$180,819.65 
PLD Prologis Inc.
-2.23%
-$89,006.92 
NVDA NVIDIA Corporation
-1.93%
-$7,540.2 
PANW Palo Alto Networks, Inc.
-1.59%
-$8,600.29 
KMI Kinder Morgan, Inc.
-1.36%
-$30,737.07 
OKE ONEOK, Inc.
-1.35%
-$2,854.48 
XOM Exxon Mobil Corporation
-1.23%
-$1,678.6 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-0.97%
-$72,492.2 
ESGE iShares ESG Aware MSCI EM ETF
-0.95%
-$1,883.47 
EOG EOG Resources, Inc.
-0.93%
-$42,931.46 
IWF iShares Russell 1000 Growth ETF
-0.52%
-$801.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.42%
-$3,977.78 
VWO Vanguard FTSE Emerging Markets ETF
-0.4%
-$1,308.01 
JPM JPMorgan Chase & Co.
-0.33%
-$26,144.16 
CHD Church & Dwight Co., Inc.
-0.26%
-$420.93 
RTX RTX Corporation
-0.25%
-$676.66 
PH Parker-Hannifin Corporation
-0.18%
-$7,931.41 
AAPL Apple Inc.
-0.18%
-$15,264.76 
MRK Merck & Co., Inc.
-0.17%
-$383.26 
AMZN Amazon.com Inc
-0.1%
-$7,975.5 Events
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Dividends
Dividend Analysis
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| Trades 1337 | Longs Won 887/1337 66% | Profit Factor 4.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $385,838.62 |
| Average Win $98,470.97 | Best Trade (Oct 14) $7.3M | Sharpe Ratio -12.03 |
| Average Loss -$45,337.29 | Worst Trade (Oct 14) -$3.32M | Z-Score -0.28 (22.11%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $50,068.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,061 | 5,455 | 4,848 | 4,242 | 3,636 | 3,030 | 2,424 | 1,818 | 1,212 | 606 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,424 | $4.75M | $8.36M | - | $3.61M | 76.02% | -0.182% |
| ABBV AbbVie Inc. | 1,055 | $172,732.12 | $299,873.2 | - | $127,141.08 | 73.61% | +0.268% |
| ADBE Adobe Inc. | 24,197 | $10.56M | $6.04M | - | -$4.52M | -42.8% | +3.687% |
| AGO Assured Guaranty Ltd. | 1,372 | $102,667 | $96,410.44 | - | -$6,256.56 | -6.09% | +1.87% |
| AMAT Applied Materials, Inc. | 34,994 | $5.8M | $14.91M | - | $9.11M | 156.97% | -4.613% |
| AMD Advanced Micro Devices, Inc. | 917 | $141,138.19 | $506,349.06 | - | $365,210.87 | 258.76% | -3.265% |
| AMGN Amgen Inc. | 785 | $227,271.2 | $344,881.9 | - | $117,610.7 | 51.75% | +3.105% |
| AMZN Amazon.com Inc | 30,096 | $4.7M | $7.64M | - | $2.94M | 62.54% | -0.104% |
| ANET Arista Networks, Inc. | 44,215 | $4.88M | $8.11M | - | $3.23M | 66.11% | -6.156% |
| BNDX Vanguard Total International Bond ETF | 113,644 | $5.59M | $5.36M | - | -$228,532.36 | -4.09% | +0.308% |
| BRK-B Berkshire Hathaway Inc. | 17,170 | $6.39M | $9.07M | - | $2.68M | 41.94% | +0.313% |
| CAT Caterpillar Inc. | 104 | $110,750 | $75,795.2 | - | -$34,954.8 | -31.56% | -2.694% |
| CHD Church & Dwight Co., Inc. | 1,559 | $147,588.68 | $159,579.24 | - | $11,990.56 | 8.12% | -0.263% |
| CHKP Check Point Software Technologies Ltd. | 50,487 | $8.2M | $6.91M | - | -$1.29M | -15.72% | +2.051% |
| CPRT Copart Inc. | 4,439 | $186,741.59 | $122,760.54 | - | -$63,981.05 | -34.26% | +5.272% |
| CRM Salesforce Inc | 1,127 | $239,801.53 | $275,202.13 | - | $35,400.6 | 14.76% | +3.492% |
| CTAS Cintas Corporation | 780 | $120,555.97 | $166,883.03 | - | $46,327.06 | 38.43% | +2.551% |
| DINO HF Sinclair Corporation | 33,682 | $1.69M | $4.19M | - | $2.5M | 147.8% | -2.69% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 71,152 | $1.79M | $1.78M | - | -$16,436.34 | -0.92% | +0.503% |
| EOG EOG Resources, Inc. | 30,022 | $3.73M | $4.59M | - | $856,044.58 | 22.95% | -0.927% |
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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 - $3.46M, Alphabet Inc - $2.65M, Netflix, Inc - $1.67M, ANET - $1.41M, and JPMorgan Chase & Co - $1.28M. 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 $11.08M earned over time. The largest contributors to dividend income include iShares 10-20 Year Treasury Bond ETF - $692,880.13, SPDR MSCI EAFE StrategicFactors ETF - $637,294.09, Huntington Bancshares Incorporated - $563,942.58, AT&T Inc - $503,834.49, and Vanguard Total International Bond ETF - $484,622.17. 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.
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