DB
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
Automatically Tracked
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:
26.05%
Gain 0%
Monthly
0.79%
Yearly
9.9%
Drawdown
14.96%
$320.67M
Equity
Holdings
$320.67M
Investment
$228.94M
$103.76M
Profit +$21,487.82
Realized
$11.65M
Unrealized
$92.11M
Dividends
$11.42M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$21,487.82
Win %
75%
This Week
Compared To Last Week
Gain
0.01%
Profit
$21,487.82
Win %
75%
This Month
Compared to last month
Gain
-0.27%
Profit
-$883,284.35
Win %
75%
This Year
Compared to last year
Gain
3.01%
Profit
$12.42M
Win %
75%
KLAC KLA Corporation
+5.55%
+$279,023.15 
ANET Arista Networks, Inc.
+4.37%
+$40,971.72 
QCOM QUALCOMM Incorporated
+4.32%
+$86,373.5 
GEV GE Vernova Inc.
+3.73%
+$10,364.22 
PWR Quanta Services Inc.
+3.58%
+$58,411.07 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$24,629.36 
CEG Constellation Energy Corporation
+2.86%
+$10,462.17 
CME CME Group Inc.
+2.8%
+$10,944.16 
IDCC InterDigital, Inc.
+2.56%
+$5,797.41 
VZ Verizon Communications Inc.
+2.49%
+$12,177.36 
JPM JPMorgan Chase & Co.
+2.31%
+$162,508.93 
CMCSA Comcast Corp
+2.21%
+$7,085.04 
SYK Stryker Corporation
+2.15%
+$16,983.84 
TSLA Tesla, Inc.
+1.82%
+$17,093.44 
PKG Packaging Corporation of America
+1.71%
+$20,908.02 
WELL Welltower Inc.
+1.69%
+$14,499.88 
UNP Union Pacific Corporation
+1.65%
+$7,783.64 
BX Blackstone Inc.
+1.58%
+$37,667.11 
OKE ONEOK, Inc.
+1.56%
+$7,385.07 
DE Deere & Company
+1.55%
+$4,623.3 
BLK BlackRock, Inc.
+1.52%
+$48,788.82 
GLW Corning Incorporated
+1.5%
+$92,522.1 
COF Capital One Financial Corporation
+1.48%
+$25,442.09 
GPC Genuine Parts Company
+1.46%
+$2,977.02 
CAT Caterpillar Inc.
+1.44%
+$106,884.48 
MET MetLife Inc.
+1.44%
+$27,774.18 
PAYX Paychex Inc.
+1.37%
+$3,822.96 
NEE NextEra Energy, Inc.
+1.35%
+$26,989.35 
ABBV AbbVie Inc.
+1.32%
+$40,173.12 
OSBC Old Second Bancorp, Inc.
+1.26%
+$209,064.8 
CAH Cardinal Health Inc.
+1.22%
+$4,607.99 
VLO Valero Energy Corporation
+1.2%
+$37,764.07 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$14,303.24 
VPU Vanguard Utilities ETF
+1.15%
+$8,755.62 
FLIN Franklin FTSE India ETF
+1.11%
+$69,506.94 
NSC Norfolk Southern Corporation
+1.09%
+$15,544.62 
JNJ Johnson & Johnson
+1.07%
+$33,319.72 
PLD Prologis Inc.
+1.05%
+$20,143.93 
V Visa Inc. Class A
+1.05%
+$6,229.14 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$14,505.15 
USRT iShares Core U.S. REIT ETF
+0.94%
+$9,929.92 
VTV Vanguard Value ETF
+0.94%
+$6,653.08 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
BMI Badger Meter Inc.
+0.93%
+$7,308.4 
VNQ Vanguard Real Estate ETF
+0.92%
+$13,826.7 
KR Kroger Co.
+0.92%
+$2,206.6 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$5,047.73 
IWM iShares Russell 2000 ETF
+0.87%
+$3,314.71 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$5,589 
PG Procter & Gamble Co
+0.86%
+$10,113.01 
FTNT Fortinet Inc.
+0.85%
+$4,718.21 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$8,916.46 
CVX Chevron Corporation
+0.75%
+$20,021.26 
XLE Energy Select Sector SPDR Fund
+0.75%
+$2,468.2 
SBUX Starbucks Corporation
+0.74%
+$10,543.49 
MO Altria Group, Inc.
+0.74%
+$1,851.82 
HD The Home Depot, Inc.
+0.73%
+$11,909.52 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$8,001.6 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$120,597.34 
MA Mastercard Incorporated
+0.71%
+$9,712.53 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$9,854.08 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$5,369.23 
VB Vanguard Small-Cap ETF
+0.7%
+$3,254.78 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$14,273.28 
COST Costco Wholesale Corporation
+0.68%
+$9,830.13 
ROP Roper Technologies Inc.
+0.68%
+$3,457.82 
MS Morgan Stanley
+0.65%
+$31,327.22 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$1,234.75 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$1,845 
CMI Cummins Inc.
+0.59%
+$27,269.04 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$16,648.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,620.8 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$4,921.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$1,989.96 
IVV iShares Core S&P 500 ETF
+0.55%
+$10,576.8 
VOO Vanguard S&P 500 ETF
+0.55%
+$3,020.66 
HON Honeywell International Inc.
+0.54%
+$7,690.97 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$16,745.99 
GOOGL Alphabet Inc
+0.53%
+$42,589.18 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,030 
ATMP iPath Select MLP ETN
+0.46%
+$2,935.2 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.46%
+$1,726.92 
HSY The Hershey Company
+0.45%
+$1,336.6 
GOOG Alphabet Inc
+0.45%
+$3,433.6 
WMT Walmart Inc.
+0.45%
+$6,436.81 
VT Vanguard Total World Stock ETF
+0.44%
+$19,122 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$6,569.76 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,137.35 
BN Brookfield Corporation
+0.4%
+$1,736.83 
GD General Dynamics Corporation
+0.38%
+$1,523.21 
PEP PepsiCo, Inc.
+0.38%
+$9,737.82 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$2,788 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$26,304.96 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$2,449.94 
RFM RiverNorth Flexible Municipal Income Fund, Inc.
+0.31%
+$848.88 
WM Waste Management, Inc.
+0.3%
+$1,587.98 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$4,612.75 
XOM Exxon Mobil Corporation
+0.28%
+$787.99 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$24,698.3 
IQI Invesco Quality Municipal Income Trust
+0.2%
+$304.3 
NMCO Nuveen Municipal Credit Opportunities Fund
+0.19%
+$214.06 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,655.1 
VGK Vanguard FTSE Europe ETF
+0.18%
+$4,196.16 
NVDA NVIDIA Corporation
+0.16%
+$18,579.52 
APTV Aptiv PLC
+0.13%
+$763.32 
MSFT Microsoft Corp.
+0.1%
+$6,596.64 
FDX FedEx Corporation
+0.09%
+$230.33 
EOG EOG Resources, Inc.
+0.09%
+$1,584.59 
ENB Enbridge Inc.
+0.07%
+$969.76 
AES AES Corporation
+0.07%
+$398.81 
GLD SPDR Gold Shares
+0.06%
+$227.92 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$160 
MCD McDonald's Corporation
+0.01%
+$239.38 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
BSJR Invesco Bulletshares 2027 High Yield Fund
0%
$0 
MFSI
0%
$0 
MUA BlackRock MuniAssets Fund, Inc.
0%
$0 
RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
0%
$0 
RMM RiverNorth Managed Duration Municipal Income Fund, Inc.
0%
$0 
TFLR T. Rowe Price Floating Rate ETF
0%
$0 
VFL abrdn National Municipal Income Fund
0%
$0 
VMO Invesco Municipal Opportunity Trust
0%
$0 
ACHR Archer Aviation Inc.
-4.15%
-$4,400 
LLY Eli Lilly and Company
-2.41%
-$128,877.22 
ZTS Zoetis Inc.
-2.25%
-$21,412.83 
SHOP Shopify Inc.
-2.02%
-$18,506.77 
ABT Abbott Laboratories
-1.64%
-$17,919.3 
AAPL Apple Inc.
-1.52%
-$144,801 
LMT Lockheed Martin Corporation
-1.52%
-$11,297.51 
MRK Merck & Co., Inc.
-1.42%
-$4,998.32 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$3,785.68 
MELI MercadoLibre, Inc.
-1.27%
-$6,752.41 
AMZN Amazon.com Inc
-1.23%
-$53,916.22 
NFLX Netflix, Inc.
-1.14%
-$14,204.82 
VPV Invesco Pennsylvania Value Municipal Income Trust
-1.13%
-$1,504.23 
PML PIMCO Municipal Income Fund II
-1.06%
-$2,339.44 
OKTA Okta Inc.
-1.03%
-$6,721.55 
VIK Viking Holdings Ltd
-1%
-$17,919.24 
AVGO Broadcom Inc.
-0.91%
-$77,752.57 
OIA Invesco Municipal Income Opportunities Trust
-0.82%
-$922.5 
EW Edwards Lifesciences Corporation
-0.76%
-$3,406 
PHM PulteGroup Inc.
-0.67%
-$15,112.64 
VKI Invesco Advantage Municipal Income Trust II
-0.64%
-$1,176.6 
HACK Amplify Cybersecurity ETF
-0.59%
-$1,784.09 
MDLZ Mondelez International, Inc.
-0.58%
-$1,480 
ETN Eaton Corporation plc
-0.57%
-$12,624.75 
SOFI SoFi Technologies, Inc.
-0.54%
-$5,021.28 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.52%
-$2,669.34 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-0.48%
-$2,407.3 
NZF Nuveen Municipal Credit Income Fund
-0.47%
-$2,065.86 
NOC Northrop Grumman Corporation
-0.4%
-$8,140.23 
IIM Invesco Value Municipal Income Trust
-0.4%
-$625.7 
DHR Danaher Corporation
-0.38%
-$2,575.7 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.36%
-$1,070.64 
DIS The Walt Disney Company
-0.3%
-$2,648.99 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
-0.3%
-$1,142.64 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.26%
-$1,638.9 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$620.75 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$1,727.04 
MBB iShares MBS ETF
-0.15%
-$869.68 
LOW Lowe's Companies Inc.
-0.12%
-$220.05 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$775.53 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.09%
-$970.49 
AFB AllianceBernstein National Municipal Income Fund
-0.09%
-$111.82 
MHD BlackRock MuniHoldings Fund Inc.
-0.09%
-$506.18 
FTRB Federated Hermes Total Return Bond ETF
-0.08%
-$1,373.94 
RMMZ RiverNorth Managed Duration Municipal Income Fund II, Inc.
-0.07%
-$243.21 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.07%
-$157.68 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$1,048.62 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.04%
-$227.71 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$77.31 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$1,580.43 Events
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Dividends
Dividend Analysis
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| Trades 1620 | Longs Won 1141/1620 70% | Profit Factor 13.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $388,046.91 |
| Average Win $94,840.24 | Best Trade (Jun 14) $9.26M | Sharpe Ratio -3.84 |
| Average Loss -$17,255.32 | Worst Trade (Jun 14) -$452,128.43 | Z-Score 18.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 3d | Expectancy $64,051.53 |
| 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 |
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Returns
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Option values are updated at end of day.
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