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:
106.08%
Gain +1.42%
Monthly
1.83%
Yearly
24.34%
Drawdown
22.77%
$335.6M
Equity
Holdings
$335.6M
Investment
$239.79M
$108.41M
Profit +$2.44M
Realized
$12.6M
Unrealized
$95.82M
Dividends
$12.64M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.42%
Profit
$2.44M
Win %
72%
This Week
Compared To Last Week
Gain
0.73%
Profit
$2.44M
Win %
72%
This Month
Compared to last month
Gain
-0.54%
Profit
-$1.84M
Win %
72%
This Year
Compared to last year
Gain
-0.76%
Profit
-$2.55M
Win %
72%
AMD Advanced Micro Devices, Inc.
+9.95%
+$50,538.03 
RKLB Rocket Lab Corporation
+7.01%
+$12,217.5 
QCOM QUALCOMM Incorporated
+5.72%
+$102,351.84 
GLW Corning Incorporated
+5.14%
+$143,553.4 
OKTA Okta Inc.
+4.08%
+$41,356.97 
BE Bloom Energy Corporation
+3.85%
+$11,253 
CRWD CrowdStrike Holdings, Inc.
+3.75%
+$13,558.4 
PKG Packaging Corporation of America
+3.21%
+$42,160.68 
TSLA Tesla, Inc.
+3.19%
+$27,539.42 
SMH VanEck Semiconductor ETF
+2.65%
+$6,494.9 
CEG Constellation Energy Corporation
+2.47%
+$9,334.35 
HACK Amplify Cybersecurity ETF
+2.44%
+$9,077 
NFLX Netflix, Inc.
+2.37%
+$26,807.72 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.31%
+$29,611.89 
ACHR Archer Aviation Inc.
+2.28%
+$2,400 
KLAC KLA Corporation
+2.15%
+$77,479.96 
MELI MercadoLibre, Inc.
+2.08%
+$13,562.64 
FTNT Fortinet Inc.
+2.07%
+$13,355.55 
VIK Viking Holdings Ltd
+2.04%
+$32,731.6 
QQQ Invesco QQQ Trust, Series 1
+1.97%
+$55,587.64 
HONA Honeywell Aerospace Inc.
+1.95%
+$10,366.79 
XLK State Street Technology Select Sector SPDR ETF
+1.93%
+$4,437.16 
IYW iShares U.S. Technology ETF
+1.9%
+$4,304.16 
IEMG iShares Core MSCI Emerging Markets ETF
+1.9%
+$5,719.5 
WELL Welltower Inc.
+1.88%
+$17,574.1 
ETN Eaton Corporation plc
+1.85%
+$45,727.7 
GOOG Alphabet Inc
+1.83%
+$13,425.3 
GEV GE Vernova Inc.
+1.81%
+$5,211.17 
ANET Arista Networks, Inc.
+1.68%
+$20,006.6 
GOOGL Alphabet Inc
+1.54%
+$119,783.72 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.53%
+$11,506.78 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.37%
+$26,167.23 
MRK Merck & Co., Inc.
+1.36%
+$5,846 
VWO Vanguard FTSE Emerging Markets ETF
+1.34%
+$84,907.55 
SPEM SPDR Portfolio Emerging Markets ETF
+1.34%
+$10,255.7 
NVDA NVIDIA Corporation
+1.25%
+$163,683.62 
LLY Eli Lilly and Company
+1.11%
+$59,287.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.06%
+$84,609.83 
DIS The Walt Disney Company
+1.05%
+$9,556.92 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.02%
+$18,997.16 
VOO Vanguard S&P 500 ETF
+1.01%
+$5,773.3 
VT Vanguard Total World Stock ETF
+1.01%
+$45,731.26 
IVV iShares Core S&P 500 ETF
+1%
+$19,757.97 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.99%
+$105,364.43 
CAT Caterpillar Inc.
+0.99%
+$65,064.08 
SPY SPDR S&P 500 ETF Trust
+0.99%
+$26,585.83 
VGK Vanguard FTSE Europe ETF
+0.99%
+$22,091.91 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.98%
+$3,564.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.97%
+$7,664.79 
MS Morgan Stanley
+0.96%
+$44,389.14 
DHR Danaher Corporation
+0.91%
+$7,644.18 
JNJ Johnson & Johnson
+0.87%
+$31,428.25 
NDMO Nuveen Dynamic Municipal Opportunities Fund
+0.87%
+$3,851.68 
IEFA iShares Core MSCI EAFE ETF
+0.85%
+$7,358.78 
CMCSA Comcast Corp
+0.84%
+$2,553.03 
TMO Thermo Fisher Scientific Inc.
+0.83%
+$2,848.66 
DE Deere & Company
+0.8%
+$2,379.45 
VNQ Vanguard Real Estate ETF
+0.75%
+$9,558.33 
VBK Vanguard Small-Cap Growth ETF
+0.73%
+$5,533.93 
AMZN Amazon.com Inc
+0.71%
+$32,860.64 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.69%
+$5,414.24 
USRT iShares Core U.S. REIT ETF
+0.69%
+$7,859.97 
SHOP Shopify Inc.
+0.58%
+$6,141.26 
ABBV AbbVie Inc.
+0.57%
+$20,803.41 
OIA Invesco Municipal Income Opportunities Trust
+0.53%
+$553.5 
JPM JPMorgan Chase & Co.
+0.5%
+$40,259.77 
IDCC InterDigital, Inc.
+0.49%
+$1,303.81 
IWM iShares Russell 2000 ETF
+0.48%
+$1,648.61 
COF Capital One Financial Corporation
+0.48%
+$10,037.66 
PHM PulteGroup Inc.
+0.48%
+$10,535.84 
WMT Walmart Inc.
+0.47%
+$6,078 
MHD BlackRock MuniHoldings Fund Inc.
+0.47%
+$2,530.9 
BX Blackstone Inc.
+0.46%
+$14,495.1 
ARCC Ares Capital Corporation
+0.44%
+$5,037.69 
BXSL Blackstone Secured Lending Fund
+0.42%
+$5,961.37 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.41%
+$9,961.18 
MBB iShares MBS ETF
+0.4%
+$2,269.24 
LMT Lockheed Martin Corporation
+0.39%
+$2,639.7 
BN Brookfield Corporation
+0.39%
+$1,399.11 
VB Vanguard Small-Cap ETF
+0.36%
+$1,627.4 
IJH iShares Core S&P Mid-Cap ETF
+0.35%
+$57,435.94 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.31%
+$3,841.04 
AVGO Broadcom Inc.
+0.28%
+$22,047.52 
AAPL Apple Inc.
+0.27%
+$29,439.41 
XLV Health Care Select Sector SPDR Fund
+0.26%
+$975.48 
PLD Prologis Inc.
+0.25%
+$4,551.58 
FTRB Federated Hermes Total Return Bond ETF
+0.23%
+$4,021.76 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.22%
+$507.37 
SOFI SoFi Technologies, Inc.
+0.21%
+$3,768.7 
VIG Vanguard Dividend Appreciation ETF
+0.2%
+$1,361.88 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.2%
+$3,064.06 
VTV Vanguard Value ETF
+0.19%
+$1,334.34 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.19%
+$1,164.34 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.18%
+$3,179.04 
MDY SPDR S&P MidCap 400 ETF Trust
+0.16%
+$1,163.88 
GD General Dynamics Corporation
+0.15%
+$593.61 
AFB AllianceBernstein National Municipal Income Fund
+0.15%
+$167.73 
MQY BlackRock MuniYield Quality Fund, Inc.
+0.14%
+$667.34 
EW Edwards Lifesciences Corporation
+0.14%
+$628.8 
ABT Abbott Laboratories
+0.11%
+$1,364.11 
IQI Invesco Quality Municipal Income Trust
+0.1%
+$152.15 
MUA BlackRock MuniAssets Fund, Inc.
+0.1%
+$274.49 
SYK Stryker Corporation
+0.1%
+$773.55 
VPV Invesco Pennsylvania Value Municipal Income Trust
+0.09%
+$115.71 
IIM Invesco Value Municipal Income Trust
+0.08%
+$125.14 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.08%
+$265.51 
TFLR T. Rowe Price Floating Rate ETF
+0.06%
+$1,717.62 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.04%
+$111.63 
AES AES Corporation
+0.03%
+$201.76 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$1,949.19 
VPU Vanguard Utilities ETF
+0.03%
+$164.29 
OSBC Old Second Bancorp, Inc.
+0.02%
+$3,895.04 
KR Kroger Co.
+0.02%
+$37.4 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.01%
+$23.67 
RFM RiverNorth Flexible Municipal Income Fund, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
VKI Invesco Advantage Municipal Income Trust II
0%
$0 MFSI
MFSI
0%
$0 
FDX FedEx Corporation
-3.13%
-$7,073.35 
XOM Exxon Mobil Corporation
-2.64%
-$7,223.02 
UNP Union Pacific Corporation
-2.56%
-$12,608.76 
XLE Energy Select Sector SPDR Fund
-2.55%
-$9,074.12 
EOG EOG Resources, Inc.
-2.35%
-$61,070.85 
VLO Valero Energy Corporation
-1.92%
-$98,336.9 
CVX Chevron Corporation
-1.84%
-$69,750.02 
OKE ONEOK, Inc.
-1.75%
-$8,680.22 
BMI Badger Meter Inc.
-1.55%
-$13,056.22 
NSC Norfolk Southern Corporation
-1.51%
-$22,372.5 
SBUX Starbucks Corporation
-1.49%
-$20,364.63 
MO Altria Group, Inc.
-1.39%
-$2,719.37 
CVS CVS Health Corporation
-1.39%
-$2,975.37 
WM Waste Management, Inc.
-1.06%
-$5,350.61 
CMG Chipotle Mexican Grill, Inc.
-1%
-$8,428.26 
NOC Northrop Grumman Corporation
-0.98%
-$19,955.59 
ROP Roper Technologies Inc.
-0.98%
-$9,918.57 
HD The Home Depot, Inc.
-0.94%
-$14,840.73 
GLD SPDR Gold Shares
-0.88%
-$3,472.75 
ATMP iPath Select MLP ETN
-0.79%
-$5,272.35 
PEP PepsiCo, Inc.
-0.78%
-$18,868.82 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.64%
-$1,739.79 
CMI Cummins Inc.
-0.58%
-$21,484.02 
VFL abrdn National Municipal Income Fund
-0.58%
-$710.7 
RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
-0.55%
-$1,647.44 
NEE NextEra Energy, Inc.
-0.52%
-$10,648.26 
MET MetLife Inc.
-0.49%
-$11,049.62 
ZTS Zoetis Inc.
-0.48%
-$4,103.12 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.46%
-$481.63 
BRK-B Berkshire Hathaway Inc.
-0.44%
-$6,704.32 
PEG Public Service Enterprise Group Incorporated
-0.43%
-$4,850.7 
VMI Valmont Industries, Inc.
-0.43%
-$911.25 
MCD McDonald's Corporation
-0.39%
-$5,993.69 
CAH Cardinal Health Inc.
-0.37%
-$1,421.79 
PML PIMCO Municipal Income Fund II
-0.36%
-$730.92 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
-0.33%
-$1,142.64 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.31%
-$11,567.3 
VZ Verizon Communications Inc.
-0.3%
-$1,509.02 
RMM RiverNorth Managed Duration Municipal Income Fund, Inc.
-0.3%
-$787.11 
VMO Invesco Municipal Opportunity Trust
-0.27%
-$313.68 
COST Costco Wholesale Corporation
-0.23%
-$3,114.02 
V Visa Inc. Class A
-0.23%
-$1,454.18 
CME CME Group Inc.
-0.22%
-$890.41 
RMMZ RiverNorth Managed Duration Municipal Income Fund II, Inc.
-0.22%
-$727.2 
PG Procter & Gamble Co
-0.2%
-$2,400.91 
NZF Nuveen Municipal Credit Income Fund
-0.17%
-$688.62 
BRK-A Berkshire Hathaway Inc.
-0.14%
-$1,039.92 
BLK BlackRock, Inc.
-0.09%
-$3,209.68 
MA Mastercard Incorporated
-0.07%
-$1,089.43 
PWR Quanta Services Inc.
-0.06%
-$836.2 
DON WisdomTree U.S. MidCap Dividend Fund
-0.04%
-$85.2 
MSFT Microsoft Corp.
-0.04%
-$3,768.66 
VYM Vanguard High Dividend Yield ETF
-0.04%
-$413.99 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.04%
-$85.16 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.03%
-$318.64 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
-0.02%
-$80 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.02%
-$96.92 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
-$107.37 Events
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Dividends
Dividend Analysis
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| Trades 1748 | Longs Won 1195/1748 68% | Profit Factor 11.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $403,767.4 |
| Average Win $98,139.48 | Best Trade (Sep 04) $10.66M | Sharpe Ratio -47.07 |
| Average Loss -$18,239.99 | Worst Trade (Sep 21) -$551,703.94 | Z-Score 15.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 6d | Expectancy $62,021.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,351 | $4.7M | $10.9M | - | $6.2M | 132.01% | +0.271% |
| ABBV AbbVie Inc. | 13,777 | $2.45M | $3.66M | - | $1.2M | 48.99% | +0.572% |
| ABT Abbott Laboratories | 12,401 | $1.38M | $1.27M | - | -$110,460.78 | -7.98% | +0.107% |
| ACHR Archer Aviation Inc. | 20,000 | $195,000 | $107,600 | - | -$87,400 | -44.82% | +2.281% |
| AES AES Corporation | 40,353 | $741,315.87 | $598,636.75 | - | -$142,679.12 | -19.25% | +0.034% |
| AFB AllianceBernstein National Municipal Income Fund | 11,182 | $120,990 | $113,050.02 | - | -$7,939.98 | -6.56% | +0.149% |
| AMD Advanced Micro Devices, Inc. | 907 | $526,886 | $558,294.78 | - | $31,408.78 | 5.96% | +9.953% |
| AMZN Amazon.com Inc | 18,358 | $2.77M | $4.69M | - | $1.92M | 69.33% | +0.706% |
| ANET Arista Networks, Inc. | 5,990 | $630,678.13 | $1.21M | - | $583,674.57 | 92.55% | +1.675% |
| ARCC Ares Capital Corporation | 59,267 | $1.1M | $1.15M | - | $56,598.49 | 5.15% | +0.438% |
| ATMP iPath Select MLP ETN | 18,345 | $442,665 | $660,328.27 | - | $217,663.27 | 49.17% | -0.792% |
| AVGO Broadcom Inc. | 22,270 | $2.38M | $7.99M | - | $5.61M | 235.98% | +0.277% |
| BE Bloom Energy Corporation | 1,100 | $332,970 | $303,446 | - | -$29,524 | -8.87% | +3.851% |
| BLK BlackRock, Inc. | 3,242 | $3.29M | $3.47M | - | $170,703.93 | 5.18% | -0.093% |
| BMI Badger Meter Inc. | 6,338 | $941,639.31 | $828,376.6 | - | -$113,262.71 | -12.03% | -1.552% |
| BN Brookfield Corporation | 9,649 | $441,883.45 | $363,333.09 | - | -$78,550.36 | -17.78% | +0.387% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,442 | $762,560.08 | - | -$35,881.92 | -4.49% | -0.136% |
| BRK-B Berkshire Hathaway Inc. | 2,993 | $1.06M | $1.52M | - | $458,559.09 | 43.24% | -0.439% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 14,184 | $277,607.78 | $276,619.2 | - | -$988.58 | -0.36% | +0.04% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 342,564 | $6.71M | $6.7M | - | -$11,835.44 | -0.18% | +0.029% |
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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 - $1.06M, KLA Corporation - $938,333.67, 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 $12.64M earned over time. The largest contributors to dividend income include Global X S&P 500 Covered Call ETF - $674,654.29, iShares Core S&P Mid-Cap ETF - $497,996.64, Invesco BulletShares 2026 Corporate Bond ETF - $451,211.4, 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.
