David Bach Portfolio
Invests via River Street Advisors LLC | Managed by Steve Meves, Mike Cava, Brad Johnson, Travis Buoy
Invests via River Street Advisors LLC
Managed by Steve Meves, Mike Cava, Brad Johnson, Travis Buoy
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David Bach Profile
David Bach has established himself as a prominent figure in the realm of personal finance and entrepreneurship. Renowned for his ability to demystify complex financial concepts, he has authored several best-selling books, becoming a trusted voice on wealth-building strategies. His background includes serving as a strategic advisor to numerous startups, enabling them to navigate their growth trajectories effectively. In addition to writing and speaking engagements, he is an influential educator who emphasizes financial literacy across various demographics. Bach's relevance in investing extends beyond his publications; he actively engages with audiences looking to enhance their understanding of money management and investment principles.
David Bach has established himself as a prominent figure in the realm of personal finance and entrepreneurship. Renowned for his ability to demystify complex financial concepts, he has authored several best-selling books, becoming a trusted voice on wealth-building strategies. His background includes serving as a strategic advisor to numerous startups, enabling them to navigate their growth trajectories effectively. In addition to writing and speaking engagements, he is an influential educator who emphasizes financial literacy across various demographics. Bach's relevance in investing extends beyond his publications; he actively engages with audiences looking to enhance their understanding of money management and investment principles.
Investment Philosophy & Strategy
David Bach's approach to investing reflects a deep understanding of personal finance combined with entrepreneurial acumen. He prioritizes empowering individuals through financial education, advocating for strategies that foster sustainable wealth creation. His experience as a strategic advisor enables him to identify innovative opportunities within startups and established ventures alike. By championing accessible investment knowledge, he cultivates an environment where sound decision-making is the norm. This blend of advocacy and practicality forms the backbone of his investment philosophy, aiming not only to enhance individual financial literacy but also to promote broader economic empowerment.
David Bach's approach to investing reflects a deep understanding of personal finance combined with entrepreneurial acumen. He prioritizes empowering individuals through financial education, advocating for strategies that foster sustainable wealth creation. His experience as a strategic advisor enables him to identify innovative opportunities within startups and established ventures alike. By championing accessible investment knowledge, he cultivates an environment where sound decision-making is the norm. This blend of advocacy and practicality forms the backbone of his investment philosophy, aiming not only to enhance individual financial literacy but also to promote broader economic empowerment.
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:
103.07%
Gain +1.42%
Monthly
1.96%
Yearly
26.18%
Drawdown
22.77%
$340.21M
Equity
Holdings
$340.21M
Investment
$239.79M
$113.02M
Profit +$2.35M
Realized
$12.6M
Unrealized
$100.43M
Dividends
$12.11M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.42%
Profit
$2.35M
Win %
77%
This Week
Compared To Last Week
Gain
0.85%
Profit
$2.89M
Win %
77%
This Month
Compared to last month
Gain
0.85%
Profit
$2.89M
Win %
77%
This Year
Compared to last year
Gain
0.6%
Profit
$2.06M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$662,356.46 
VFL abrdn National Municipal Income Fund
+9.7%
+$11,845 
ETN Eaton Corporation plc
+7.32%
+$164,282.93 
GOOG Alphabet Inc
+6.88%
+$48,949.07 
GOOGL Alphabet Inc
+6.73%
+$499,822.68 
ANET Arista Networks, Inc.
+5.46%
+$55,886.74 
FTNT Fortinet Inc.
+4.99%
+$29,298.5 
RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
+3.3%
+$10,296.5 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$8,572.8 
BMI Badger Meter Inc.
+3.04%
+$25,098.54 
MSFT Microsoft Corp.
+3.02%
+$244,424.34 
NVDA NVIDIA Corporation
+2.93%
+$336,199.5 
CVX Chevron Corporation
+2.35%
+$81,676.4 
GLW Corning Incorporated
+2.24%
+$56,342.85 
EOG EOG Resources, Inc.
+2.19%
+$57,287.88 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$23,202.43 
OKE ONEOK, Inc.
+1.95%
+$9,237.66 
ZTS Zoetis Inc.
+1.66%
+$15,205.69 
VZ Verizon Communications Inc.
+1.52%
+$7,284.9 
LMT Lockheed Martin Corporation
+1.5%
+$10,847.91 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$26,167.23 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$10,323.84 
NOC Northrop Grumman Corporation
+1.43%
+$29,337.35 
PWR Quanta Services Inc.
+1.43%
+$22,408.84 
KLAC KLA Corporation
+1.38%
+$50,636.84 
CAH Cardinal Health Inc.
+1.3%
+$5,070.47 
CMCSA Comcast Corp
+1.23%
+$3,896.73 
HACK Amplify Cybersecurity ETF
+1.2%
+$3,975.1 
BN Brookfield Corporation
+1.19%
+$4,824.51 
HONA Honeywell Aerospace Inc.
+1.18%
+$7,867.42 
OKTA Okta Inc.
+1.07%
+$8,387.99 
VMI Valmont Industries, Inc.
+1.07%
+$2,290.51 
XLE Energy Select Sector SPDR Fund
+1%
+$3,264.47 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$59,066 
UNP Union Pacific Corporation
+0.92%
+$4,701.89 
ATMP iPath Select MLP ETN
+0.86%
+$5,686.95 
GEV GE Vernova Inc.
+0.85%
+$2,542.86 
MCD McDonald's Corporation
+0.82%
+$13,593.86 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$5,713.89 
TSLA Tesla, Inc.
+0.76%
+$5,593.15 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,066.39 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$18,866.32 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,946.35 
CAT Caterpillar Inc.
+0.7%
+$46,114.03 
ROP Roper Technologies Inc.
+0.7%
+$7,371.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$13,189.12 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$69,848.33 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$17,338.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,556.21 
MO Altria Group, Inc.
+0.57%
+$1,099.02 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,874.04 
IDCC InterDigital, Inc.
+0.49%
+$1,230 
NSC Norfolk Southern Corporation
+0.46%
+$7,300.59 
IYW iShares U.S. Technology ETF
+0.46%
+$952.55 
RKLB Rocket Lab Corporation
+0.42%
+$729 
VLO Valero Energy Corporation
+0.38%
+$14,738.15 
AVGO Broadcom Inc.
+0.37%
+$32,068.8 
PG Procter & Gamble Co
+0.37%
+$4,387.87 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,566.98 
GD General Dynamics Corporation
+0.32%
+$1,366.4 
MRK Merck & Co., Inc.
+0.32%
+$1,198.46 
SMH VanEck Semiconductor ETF
+0.3%
+$697.64 
RMM RiverNorth Managed Duration Municipal Income Fund, Inc.
+0.28%
+$789.08 
JPM JPMorgan Chase & Co.
+0.27%
+$21,502.5 
VT Vanguard Total World Stock ETF
+0.26%
+$11,682.13 
CME CME Group Inc.
+0.21%
+$845.89 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$7,058.01 
CMI Cummins Inc.
+0.19%
+$8,414.55 
MS Morgan Stanley
+0.17%
+$8,237.21 
PML PIMCO Municipal Income Fund II
+0.14%
+$292.37 
RMMZ RiverNorth Managed Duration Municipal Income Fund II, Inc.
+0.14%
+$486.42 
WM Waste Management, Inc.
+0.1%
+$526.68 
WMT Walmart Inc.
+0.09%
+$1,215.62 
ABT Abbott Laboratories
+0.09%
+$1,116.09 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$401.77 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.04%
+$105.13 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$146.45 
DIS The Walt Disney Company
+0.03%
+$265.47 
TFLR T. Rowe Price Floating Rate ETF
+0.03%
+$858.81 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$838.21 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
MFSI
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$793,246.52 
SYK Stryker Corporation
-6.42%
-$64,004.1 
SHOP Shopify Inc.
-4.29%
-$43,569.75 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$32,706.7 
QCOM QUALCOMM Incorporated
-2.63%
-$40,195.36 
ABBV AbbVie Inc.
-2.51%
-$89,137.19 
ACHR Archer Aviation Inc.
-2.11%
-$2,000 
NFLX Netflix, Inc.
-2%
-$22,955.58 
AMD Advanced Micro Devices, Inc.
-1.9%
-$8,380.7 
PHM PulteGroup Inc.
-1.76%
-$42,707.97 
GLD SPDR Gold Shares
-1.49%
-$5,513.21 
OIA Invesco Municipal Income Opportunities Trust
-1.47%
-$1,660.5 
IQI Invesco Quality Municipal Income Trust
-1.2%
-$1,825.8 
VPV Invesco Pennsylvania Value Municipal Income Trust
-1.19%
-$1,504.23 
NEE NextEra Energy, Inc.
-1.15%
-$25,606.53 
AES AES Corporation
-1.15%
-$6,860.01 
DE Deere & Company
-1.13%
-$2,958 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$14,067.03 
PKG Packaging Corporation of America
-1.12%
-$15,746.76 
PLD Prologis Inc.
-1.08%
-$21,151.46 
EW Edwards Lifesciences Corporation
-0.98%
-$4,454 
XOM Exxon Mobil Corporation
-0.97%
-$2,558.16 
SOFI SoFi Technologies, Inc.
-0.97%
-$17,228.32 
MET MetLife Inc.
-0.97%
-$21,638.8 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.85%
-$963.27 
CVS CVS Health Corporation
-0.75%
-$1,911.01 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.74%
-$2,141.28 
MA Mastercard Incorporated
-0.74%
-$12,184.76 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$3,098.79 
BLK BlackRock, Inc.
-0.73%
-$25,871.13 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$13,151.84 
VPU Vanguard Utilities ETF
-0.71%
-$4,965.36 
MUA BlackRock MuniAssets Fund, Inc.
-0.69%
-$1,921.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$52,670.57 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$5,585.58 
BE Bloom Energy Corporation
-0.63%
-$1,441 
DHR Danaher Corporation
-0.61%
-$4,725.49 
MHD BlackRock MuniHoldings Fund Inc.
-0.61%
-$3,543.26 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,150.49 
SBUX Starbucks Corporation
-0.57%
-$8,544.6 
VNQ Vanguard Real Estate ETF
-0.54%
-$7,426.62 
USRT iShares Core U.S. REIT ETF
-0.54%
-$6,763.23 
COF Capital One Financial Corporation
-0.54%
-$11,693.3 
LLY Eli Lilly and Company
-0.53%
-$28,504.5 
WELL Welltower Inc.
-0.51%
-$4,863.53 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-0.5%
-$2,407.3 
FTRB Federated Hermes Total Return Bond ETF
-0.48%
-$8,774.76 
IWM iShares Russell 2000 ETF
-0.47%
-$1,666.6 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
-0.46%
-$1,713.96 
PEP PepsiCo, Inc.
-0.46%
-$11,956.48 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.44%
-$2,224.45 
VGK Vanguard FTSE Europe ETF
-0.44%
-$10,157.2 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,306.65 
HD The Home Depot, Inc.
-0.42%
-$7,328.19 
MELI MercadoLibre, Inc.
-0.41%
-$2,831.93 
VMO Invesco Municipal Opportunity Trust
-0.41%
-$501.88 
MBB iShares MBS ETF
-0.4%
-$2,298.44 
FDX FedEx Corporation
-0.37%
-$854.45 
ARCC Ares Capital Corporation
-0.37%
-$4,148.69 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,499.11 
VKI Invesco Advantage Municipal Income Trust II
-0.34%
-$588.3 
CEG Constellation Energy Corporation
-0.31%
-$1,202.04 
AFB AllianceBernstein National Municipal Income Fund
-0.28%
-$335.46 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,065.42 
VTV Vanguard Value ETF
-0.27%
-$1,874.4 
BXSL Blackstone Secured Lending Fund
-0.26%
-$3,406.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$1,473.26 
BX Blackstone Inc.
-0.25%
-$8,137.78 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$473.4 
COST Costco Wholesale Corporation
-0.24%
-$3,497.47 
IIM Invesco Value Municipal Income Trust
-0.24%
-$375.42 
VB Vanguard Small-Cap ETF
-0.22%
-$1,042.77 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$461.31 
KR Kroger Co.
-0.21%
-$448.8 
RFM RiverNorth Flexible Municipal Income Fund, Inc.
-0.2%
-$565.92 
OSBC Old Second Bancorp, Inc.
-0.2%
-$38,950.4 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$405.9 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$3,941.86 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$955.25 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$18,019.12 
VIK Viking Holdings Ltd
-0.1%
-$1,903 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$1,589.52 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$170.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$959.28 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$569.92 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$1,883.65 
V Visa Inc. Class A
-0.04%
-$245.26 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$231.57 Events
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Dividends
Dividend Analysis
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| Trades 1748 | Longs Won 1247/1748 71% | Profit Factor 13.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $404,304.26 |
| Average Win $96,759.63 | Best Trade (Aug 06) $9.94M | Sharpe Ratio -47.07 |
| Average Loss -$17,687.66 | Worst Trade (Aug 05) -$493,432.95 | Z-Score 21.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1d | Expectancy $64,657.64 |
| 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 | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for David Bach?
The largest contributions to the portfolio's profits come from the following stocks: Corning Incorporated - $3.75M, Vanguard FTSE Europe ETF - $1.05M, KLA Corporation - $932,910.69, Discover Financial Services - $780,437.02, and SoFi Technologies, Inc - $757,285.73. 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: Franklin FTSE India ETF - $724,362.54, Albemarle Corporation - $375,454.64, Pfizer Inc - $241,761.37, Adobe Inc - $230,170.14, and Bristol-Myers Squibb Company - $215,538.17. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Bach's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.11M earned over time. The largest contributors to dividend income include Global X S&P 500 Covered Call ETF - $674,654.29, Invesco BulletShares 2026 Corporate Bond ETF - $450,331.99, iShares Core S&P Mid-Cap ETF - $447,124.16, JPMorgan Chase & Co - $378,436.6, and Invesco BulletShares 2026 High Yield Corporate Bond ETF - $372,943.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Bach's monthly returns?
David Bach'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 David Bach's strategy be considered aggressive or moderate?
David Bach'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 David Bach's strategy?
David Bach'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.
