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:
25.23%
Gain +0.39%
Monthly
0.69%
Yearly
8.55%
Drawdown
12.26%
$420.63M
Equity
Holdings
$420.63M
Investment
$312.5M
$119.42M
Profit +$1.91M
Realized
$11.29M
Unrealized
$108.13M
Dividends
$18.82M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.39%
Profit
$1.91M
Win %
90%
This Week
Compared To Last Week
Gain
0.02%
Profit
$88,031.35
Win %
90%
This Month
Compared to last month
Gain
0.17%
Profit
$731,433.37
Win %
90%
This Year
Compared to last year
Gain
6.58%
Profit
$26.19M
Win %
90%
JPM JPMorgan Chase & Co.
+2.18%
+$10,205.29 
MPC Marathon Petroleum Corporation
+2.02%
+$9,989.76 
CAT Caterpillar Inc.
+1.9%
+$6,543.36 
AVSC Avantis U.S. Small Cap Equity ETF
+1.41%
+$19,725.87 
DFAS Dimensional U.S. Small Cap ETF
+1.4%
+$122,009.99 
GOOGL Alphabet Inc
+1.34%
+$12,105.63 
DFSV Dimensional US Small Cap Value ETF
+1.31%
+$36,609.47 
DFAT Dimensional US Targeted Value ETF
+1.25%
+$187,301.91 
GOOG Alphabet Inc
+1.19%
+$10,112.4 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1.15%
+$2,688.14 
XOM Exxon Mobil Corporation
+1.15%
+$4,857.03 
VNQ Vanguard Real Estate ETF
+1.15%
+$10,689.28 
DFAR Dimensional US Real Estate ETF
+1.12%
+$49,883.61 
DFUV Dimensional US Marketwide Value ETF
+1.03%
+$184,565.92 
AVDV Avantis International Small Cap Value ETF
+0.99%
+$7,225.13 
DFLV Dimensional US Large Cap Value ETF
+0.94%
+$96,271.78 
DFGR Dimensional Global Real Estate ETF
+0.87%
+$48,696.33 
HD The Home Depot, Inc.
+0.86%
+$6,719.98 
DISV Dimensional International Small Cap Equity Fund
+0.76%
+$32,287.36 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$31,759.42 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$687,040.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.69%
+$2,920.01 
VWO Vanguard FTSE Emerging Markets ETF
+0.68%
+$2,179.61 
AVUS Avantis U.S. Equity ETF
+0.65%
+$29,200.2 
AVDE Avantis International Equity ETF
+0.63%
+$2,835.84 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$2,681.81 
DFIV Dimensional International Value ETF
+0.6%
+$96,283.69 
DFSU Dimensional US Sustainability Core 1 ETF
+0.56%
+$4,540.38 
DFAW Dimensional World Equity ETF
+0.55%
+$6,011.55 
DFUS Dimensional U.S. Equity Market ETF
+0.54%
+$117,319.07 
AVNV Avantis All International Markets Value ETF
+0.54%
+$12,833.7 
AVEM Avantis Emerging Markets Equity ETF
+0.53%
+$7,910 
DFIS Dimensional International Small Cap ETF
+0.51%
+$13,218.43 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.49%
+$60,537.8 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$2,422.31 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$4,705.94 
QQQ Invesco QQQ Trust, Series 1
+0.46%
+$1,660.82 
DFIC Dimensional International Core Equity Market ETF
+0.43%
+$75,704.15 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$1,630.08 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.43%
+$75,416.8 
DFSI Dimensional International Sustainability Core 1 ETF
+0.28%
+$933.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.27%
+$1,597.24 
AVDS Avantis International Small Cap Equity ETF
+0.12%
+$614.35 
BNDX Vanguard Total International Bond ETF
+0.08%
+$4,054.84 
CEF Sprott Physical Gold and Silver Trust
+0.05%
+$140.18 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$78.83 
AAPL Apple Inc.
-1.36%
-$73,686.6 
AVGO Broadcom Inc.
-1.2%
-$3,783.79 
MSFT Microsoft Corp.
-0.85%
-$6,464.58 
WMT Walmart Inc.
-0.62%
-$1,250.86 
BND Vanguard Total Bond Market Index Fund
-0.18%
-$2,310.67 
DFCF Dimensional Core Fixed Income ETF
-0.17%
-$7,117.11 
EUIG iShares Euro Investment Grade Corporate Bond USD Hedged ETF
-0.16%
-$1,330.75 
DFGP Dimensional Global Core Fixed Income Fund
-0.14%
-$74,478 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.04%
-$21,946.06 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$181.66 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$90.64 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.01%
-$755.11 Events
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Dividends
Dividend Analysis
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| Trades 1767 | Longs Won 1177/1767 66% | Profit Factor 169.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $805,674 |
| Average Win $102,063.74 | Best Trade (Jun 12) $30.57M | Sharpe Ratio -10.01 |
| Average Loss -$1,200.33 | Worst Trade (Jun 11) -$131,277.45 | Z-Score -2.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 5d | Expectancy $67,583.94 |
| 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 | 333,333 | 300,000 | 266,667 | 233,333 | 200,000 | 166,667 | 133,333 | 100,000 | 66,667 | 33,333 |
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