RWM
Ruedi Wealth Management Inc. Portfolio
Invests via Ruedi Wealth Management Inc. | Managed by Paul A. Ruedi, Paul R. Ruedi, David Ruedi, Daniel Ruedi, Ryan Repko
Invests via Ruedi Wealth Management Inc.
Managed by Paul A. Ruedi, Paul R. Ruedi, David Ruedi, Daniel Ruedi, Ryan Repko
Automatically Tracked
Company Profile
Specializing in personalized financial services, Ruedi Wealth Management Inc. operates at the intersection of wealth advisory and strategic planning. The firm offers tailored investment solutions for individuals and families, focusing on preserving wealth while enabling growth. With a client-centric approach, it provides insights that empower clients to navigate complex market dynamics effectively. Its team brings extensive experience from diverse finance sectors, ensuring robust expertise in managing client portfolios. Operating within the competitive landscape of independent wealth management firms, Ruedi Wealth Management plays a vital role in connecting sophisticated investment opportunities with high-net-worth clientele.
Specializing in personalized financial services, Ruedi Wealth Management Inc. operates at the intersection of wealth advisory and strategic planning. The firm offers tailored investment solutions for individuals and families, focusing on preserving wealth while enabling growth. With a client-centric approach, it provides insights that empower clients to navigate complex market dynamics effectively. Its team brings extensive experience from diverse finance sectors, ensuring robust expertise in managing client portfolios. Operating within the competitive landscape of independent wealth management firms, Ruedi Wealth Management plays a vital role in connecting sophisticated investment opportunities with high-net-worth clientele.
Investment Philosophy & Strategy
Growth opportunities within evolving markets drive Ruedi Wealth Management Inc.'s approach to investment strategy. Emphasizing tailored financial solutions, the firm prioritizes capital allocation across diverse asset classes to capitalize on emerging trends. By leveraging extensive industry experience and analytical insights, it seeks to foster wealth expansion while maintaining a strong emphasis on client collaboration and education. The firm's ability to adapt quickly to shifting economic landscapes positions it effectively against competition in the independent wealth management sector. Overall, Ruedi Wealth Management cultivates enduring relationships with clients through transparent communication and responsive service.
Growth opportunities within evolving markets drive Ruedi Wealth Management Inc.'s approach to investment strategy. Emphasizing tailored financial solutions, the firm prioritizes capital allocation across diverse asset classes to capitalize on emerging trends. By leveraging extensive industry experience and analytical insights, it seeks to foster wealth expansion while maintaining a strong emphasis on client collaboration and education. The firm's ability to adapt quickly to shifting economic landscapes positions it effectively against competition in the independent wealth management sector. Overall, Ruedi Wealth Management cultivates enduring relationships with clients through transparent communication and responsive service.
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:
67.23%
Gain -0.41%
Monthly
1.47%
Yearly
19.13%
Drawdown
20.16%
$419.44M
Equity
Holdings
$419.44M
Investment
$312.5M
$118.23M
Profit -$1.17M
Realized
$11.29M
Unrealized
$106.94M
Dividends
$21.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$1.17M
Win %
86%
This Week
Compared To Last Week
Gain
0.09%
Profit
$357,563.71
Win %
86%
This Month
Compared to last month
Gain
0.01%
Profit
$47,490.1
Win %
86%
This Year
Compared to last year
Gain
8.03%
Profit
$31.16M
Win %
87%
CAT Caterpillar Inc.
+3.23%
+$10,705.92 
AVGO Broadcom Inc.
+3.11%
+$9,639.63 
DFAE Dimensional Emerging Core Equity Market ETF
+2.25%
+$10,709.16 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.19%
+$249,718.42 
AVEM Avantis Emerging Markets Equity ETF
+2.17%
+$30,690.8 
CEF Sprott Physical Gold and Silver Trust
+2.09%
+$5,782.43 
AVDV Avantis International Small Cap Value ETF
+1.66%
+$11,684.66 
VWO Vanguard FTSE Emerging Markets ETF
+1.55%
+$4,904.1 
QQQ Invesco QQQ Trust, Series 1
+1.51%
+$5,270.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.1%
+$6,225.16 
DFIS Dimensional International Small Cap ETF
+1%
+$25,007.85 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.95%
+$160,260.7 
DFSI Dimensional International Sustainability Core 1 ETF
+0.84%
+$2,837.84 
DFIV Dimensional International Value ETF
+0.83%
+$131,923.03 
MPC Marathon Petroleum Corporation
+0.82%
+$4,919.2 
JPM JPMorgan Chase & Co.
+0.77%
+$3,909.04 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$31,994.68 
DFAW Dimensional World Equity ETF
+0.74%
+$8,148.99 
DFAI Dimensional International Core Equity Market ETF
+0.71%
+$2,626.24 
DFUS Dimensional U.S. Equity Market ETF
+0.65%
+$142,940.47 
AVUS Avantis U.S. Equity ETF
+0.65%
+$29,200.2 
DFIC Dimensional International Core Equity Market ETF
+0.62%
+$105,526.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.6%
+$2,552.08 
AVSC Avantis U.S. Small Cap Equity ETF
+0.59%
+$8,524.75 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$6,004.38 
DFSV Dimensional US Small Cap Value ETF
+0.59%
+$16,673.62 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.52%
+$526,731.05 
DFAU Dimensional US Core Equity Market ETF
+0.52%
+$2,292.51 
DFSU Dimensional US Sustainability Core 1 ETF
+0.47%
+$3,841.86 
DFAT Dimensional US Targeted Value ETF
+0.4%
+$60,629.52 
XOM Exxon Mobil Corporation
+0.39%
+$1,666.92 
DFAS Dimensional U.S. Small Cap ETF
+0.35%
+$30,639.28 
DFUV Dimensional US Marketwide Value ETF
+0.33%
+$59,324.76 
DISV Dimensional International Small Cap Equity Fund
+0.17%
+$6,911.51 
DFAR Dimensional US Real Estate ETF
+0.11%
+$5,072.91 
DFGR Dimensional Global Real Estate ETF
+0.1%
+$5,728.98 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.05%
+$96 
VNQ Vanguard Real Estate ETF
+0.03%
+$286.32 
BNDX Vanguard Total International Bond ETF
+0.02%
+$790.69 
AAPL Apple Inc.
-2.14%
-$131,059.32 
MSFT Microsoft Corp.
-1.03%
-$8,078.28 
DFGP Dimensional Global Core Fixed Income Fund
-1.01%
-$542,795.66 
AVNV Avantis All International Markets Value ETF
-0.84%
-$19,531.4 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.73%
-$384,056.05 
AVDE Avantis International Equity ETF
-0.73%
-$3,291.6 
GOOG Alphabet Inc
-0.63%
-$5,294.7 
GOOGL Alphabet Inc
-0.63%
-$5,573.62 
WMT Walmart Inc.
-0.53%
-$990.61 
AVDS Avantis International Small Cap Equity ETF
-0.51%
-$2,606.94 
HD The Home Depot, Inc.
-0.48%
-$3,840 
DFCF Dimensional Core Fixed Income ETF
-0.45%
-$19,317.87 
DFLV Dimensional US Large Cap Value ETF
-0.35%
-$36,427.16 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.32%
-$24,918.47 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$1,934.35 
EUIG iShares Euro Investment Grade Corporate Bond USD Hedged ETF
-0.15%
-$1,241.4 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$181.29 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$136.25 
VUSB Vanguard Ultra-Short Bond ETF
0%
-$15.77 Events
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Dividends
Dividend Analysis
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| Trades 1768 | Longs Won 1165/1768 65% | Profit Factor 81.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $821,024.07 |
| Average Win $102,743.25 | Best Trade (Jul 23) $31.18M | Sharpe Ratio -9.02 |
| Average Loss -$2,427.33 | Worst Trade (Jul 23) -$334,503.83 | Z-Score -4.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 5d | Expectancy $66,873.42 |
| 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% | 0.02% |
| Consecutive Losing Trades | 166,667 | 150,000 | 133,333 | 116,667 | 100,000 | 83,333 | 66,667 | 50,000 | 33,333 | 16,667 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Ruedi Wealth Management Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $4.68M, Dimensional Short-Duration Fixed Income ETF - $3.61M, Dimensional International Value ETF - $2.37M, Dimensional Global Core Fixed Income Fund - $2.25M, and Dimensional US Marketwide Value ETF - $1.81M. 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: Archer-Daniels-Midland Co - $77,689.98, Pfizer Inc - $28,764.43, The Hershey Company - $19,136.28, Hormel Foods Corporation - $18,880, and PepsiCo, Inc - $16,293.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ruedi Wealth Management Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.01M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $3.61M, Dimensional U.S. Core Equity 2 ETF - $2.8M, Dimensional Global Core Fixed Income Fund - $2.25M, Dimensional Core Fixed Income ETF - $1.51M, and Dimensional International Value ETF - $1.33M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ruedi Wealth Management Inc.'s monthly returns?
Ruedi Wealth Management Inc.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ruedi Wealth Management Inc.'s strategy be considered aggressive or moderate?
Ruedi Wealth Management Inc.'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 Ruedi Wealth Management Inc.'s strategy?
Ruedi Wealth Management Inc.'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.
