Eric Schmid Portfolio
Invests via Ted Buchan & Co | Managed by Eric Schmid, Ted Buchan
Invests via Ted Buchan & Co
Managed by Eric Schmid, Ted Buchan
Automatically Tracked
Eric Schmid Profile
Seasoned investor and operator focused on technology and growth-stage opportunities, with a mix of operating and board experience in software, cloud infrastructure and enterprise services. Eric Schmid is a technology-sector executive and investor with experience scaling teams, go-to-market strategy and M&A integration across B2B software companies. He typically evaluates businesses on ARR growth, margin expansion and capital-efficient customer acquisition, and contributes operational discipline and board-level governance to portfolio companies.
Seasoned investor and operator focused on technology and growth-stage opportunities, with a mix of operating and board experience in software, cloud infrastructure and enterprise services. Eric Schmid is a technology-sector executive and investor with experience scaling teams, go-to-market strategy and M&A integration across B2B software companies. He typically evaluates businesses on ARR growth, margin expansion and capital-efficient customer acquisition, and contributes operational discipline and board-level governance to portfolio companies.
Investment Philosophy & Strategy
Operates with a growth-oriented, operationally anchored investment philosophy focused on B2B software, cloud infrastructure and enterprise services. Prioritizes ARR momentum, unit economics and margin expansion while favoring capital-efficient customer acquisition models. Combines board-level governance with hands-on operating playbooks to accelerate go-to-market scaling, team building and M&A integration. Time horizon skews mid-to-long term, targeting companies where operational improvements and disciplined capital allocation can drive durable cashflow and valuation multiple expansion.
Operates with a growth-oriented, operationally anchored investment philosophy focused on B2B software, cloud infrastructure and enterprise services. Prioritizes ARR momentum, unit economics and margin expansion while favoring capital-efficient customer acquisition models. Combines board-level governance with hands-on operating playbooks to accelerate go-to-market scaling, team building and M&A integration. Time horizon skews mid-to-long term, targeting companies where operational improvements and disciplined capital allocation can drive durable cashflow and valuation multiple expansion.
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:
57.1%
Gain -0.47%
Monthly
1.25%
Yearly
16.02%
Drawdown
19.63%
$305.48M
Equity
Holdings
$305.48M
Investment
$241.4M
$79.84M
Profit -$919,821.26
Realized
$15.76M
Unrealized
$64.08M
Dividends
$15.12M
Goals
Avg. 75.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$919,821.26
Win %
79%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$504,599.33
Win %
79%
This Month
Compared to last month
Gain
-0.3%
Profit
-$919,821.26
Win %
79%
This Year
Compared to last year
Gain
2.56%
Profit
$7.67M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$825,221.53 
GOOG Alphabet Inc
+6.88%
+$325,140.35 
GOOGL Alphabet Inc
+6.73%
+$21,166.74 
MSFT Microsoft Corp.
+3.02%
+$92,520.59 
LITE Lumentum Holdings Inc.
+2.99%
+$18,050.41 
NVDA NVIDIA Corporation
+2.93%
+$267,696.55 
CVX Chevron Corporation
+2.35%
+$8,705.52 
GLW Corning Incorporated
+2.24%
+$2,436.12 
ORCL Oracle Corporation
+1.81%
+$4,749.36 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$13,873.68 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$39,807.6 
PH Parker-Hannifin Corporation
+1.43%
+$8,546.31 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,337.7 
VUG Vanguard Growth ETF
+1.1%
+$83,811.6 
VDE Vanguard Energy ETF
+1.02%
+$4,902.69 
XLE Energy Select Sector SPDR Fund
+1%
+$110,613.79 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$2,670.84 
CNQ Canadian Natural Resources Limited
+0.85%
+$11,283.2 
EMR Emerson Electric Co.
+0.79%
+$1,888.02 
TSLA Tesla, Inc.
+0.76%
+$3,950.61 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,074.12 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,940.32 
BMY Bristol-Myers Squibb Company
+0.69%
+$14,424.75 
IVV iShares Core S&P 500 ETF
+0.69%
+$105,251.84 
CARR Carrier Global Corporation
+0.68%
+$2,129.4 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$10,133.26 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,020.64 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,343 
MO Altria Group, Inc.
+0.57%
+$7,089.81 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,925.04 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$5,959.6 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$8,675.57 
NSC Norfolk Southern Corporation
+0.46%
+$1,336.12 
CASY Casey's General Stores Inc.
+0.4%
+$952 
PFE Pfizer Inc.
+0.4%
+$5,468.9 
AVGO Broadcom Inc.
+0.37%
+$18,882.72 
EWZ iShares MSCI Brazil ETF
+0.33%
+$22,210.08 
JPM JPMorgan Chase & Co.
+0.27%
+$688.08 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
+0.24%
+$21,636.3 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$19,053.32 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$32,176.9 
INTU Intuit Inc.
+0.18%
+$2,979.43 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,532.64 
RUNN Running Oak Efficient Growth ETF
+0.13%
+$6,528.9 
SHV iShares Short Treasury Bond ETF
+0.03%
+$117.06 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$55 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$277,679.82 
AAPL Apple Inc.
-7.35%
-$52,865.12 
CLS Celestica Inc.
-6%
-$46,445.4 
MU Micron Technology, Inc.
-5.9%
-$89,939.36 
SHOP Shopify Inc.
-4.29%
-$77,936.25 
ABBV AbbVie Inc.
-2.51%
-$10,267.89 
NFLX Netflix, Inc.
-2%
-$32,127.3 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$23,804.56 
UNH UnitedHealth Group Incorporated
-1.68%
-$29,220.35 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$85,855.21 
TJX The TJX Companies, Inc.
-1.21%
-$3,828.46 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$78,081.3 
SHW The Sherwin-Williams Company
-1.16%
-$3,571.04 
DE Deere & Company
-1.13%
-$2,883.2 
RCL Royal Caribbean Group
-1.13%
-$23,245.1 
MCK McKesson Corporation
-1.08%
-$2,665.52 
NDAQ Nasdaq, Inc.
-1.02%
-$2,534.61 
UPS United Parcel Service, Inc.
-1%
-$10,015.95 
EWJ iShares MSCI Japan ETF
-0.96%
-$74,411.1 
PGR Progressive Corporation
-0.87%
-$28,387.32 
MCO Moody's Corporation
-0.81%
-$3,705.41 
MA Mastercard Incorporated
-0.74%
-$2,550 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.69%
-$2,852.78 
BE Bloom Energy Corporation
-0.63%
-$3,546.17 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$18,903.27 
EFA iShares MSCI EAFE ETF
-0.62%
-$115,454.46 
SBUX Starbucks Corporation
-0.57%
-$7,102.8 
VNQ Vanguard Real Estate ETF
-0.54%
-$57,828.6 
LLY Eli Lilly and Company
-0.53%
-$26,009.59 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$1,099.86 
PEP PepsiCo, Inc.
-0.46%
-$5,770.88 
MELI MercadoLibre, Inc.
-0.41%
-$12,502.51 
TFC Truist Financial Corporation
-0.33%
-$5,658.39 
ABEV Ambev S.A.
-0.32%
-$3,147.42 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$615.45 
VTV Vanguard Value ETF
-0.27%
-$4,120.49 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,942.34 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$69,494.25 
COST Costco Wholesale Corporation
-0.24%
-$5,891.44 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$17,640.71 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,800.08 
TIP iShares TIPS Bond ETF
-0.1%
-$16,316.41 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$106.45 
VO Vanguard Mid-Cap ETF
-0.05%
-$147.48 
UTES Virtus Reaves Utilities ETF
-0.03%
-$2,704.24 
UBER Uber Technologies, Inc.
-0.01%
-$163.58 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$234.85 Events
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Dividends
Dividend Analysis
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| Trades 1054 | Longs Won 782/1054 74% | Profit Factor 7.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $404,857 |
| Average Win $117,183.04 | Best Trade (Aug 28) $8.59M | Sharpe Ratio -11.23 |
| Average Loss -$43,371.97 | Worst Trade (Aug 02) -$1.2M | Z-Score 10.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 5d | Expectancy $75,749.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,042 | 6,338 | 5,634 | 4,930 | 4,225 | 3,521 | 2,817 | 2,113 | 1,408 | 704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,156 | $422,636.25 | $666,009.96 | - | $243,373.71 | 57.58% | -7.354% |
| ABBV AbbVie Inc. | 1,587 | $257,205.24 | $398,241.78 | - | $141,036.54 | 54.83% | -2.513% |
| ABEV Ambev S.A. | 314,742 | $921,674.3 | $978,847.62 | - | $57,173.32 | 6.2% | -0.321% |
| AGG iShares Core U.S. Aggregate Bond ETF | 277,977 | $27.33M | $27.07M | - | -$262,379.93 | -0.96% | -0.256% |
| AMZN Amazon.com Inc | 22,872 | $3.2M | $6.21M | - | $3.01M | 94.27% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 3,826 | $2.86M | $6.23M | - | $3.37M | 117.66% | -1.359% |
| AVGO Broadcom Inc. | 13,113 | $1.41M | $5.1M | - | $3.69M | 261.15% | +0.371% |
| BE Bloom Energy Corporation | 2,707 | $819,409 | $557,127.67 | - | -$262,281.33 | -32.01% | -0.632% |
| BMY Bristol-Myers Squibb Company | 32,055 | $1.64M | $2.09M | - | $457,648.34 | 27.98% | +0.694% |
| BND Vanguard Total Bond Market Index Fund | 15,486 | $1.13M | $1.12M | - | -$13,702.27 | -1.21% | -0.262% |
| BTI British American Tobacco p.l.c. ADR | 22,889 | $830,105.79 | $1.39M | - | $558,112.06 | 67.23% | -1.686% |
| CARR Carrier Global Corporation | 5,070 | $233,576.12 | $313,376.7 | - | $79,800.58 | 34.16% | +0.684% |
| CASY Casey's General Stores Inc. | 272 | $216,183 | $236,912 | - | $20,729 | 9.59% | +0.403% |
| CLS Celestica Inc. | 2,196 | $800,690 | $727,842.24 | - | -$72,847.76 | -9.1% | -5.998% |
| CNQ Canadian Natural Resources Limited | 28,208 | $897,494.56 | $1.34M | - | $447,462.88 | 49.86% | +0.846% |
| COST Costco Wholesale Corporation | 2,584 | $1.41M | $2.46M | - | $1.05M | 74.94% | -0.239% |
| COWZ Pacer US Cash Cows 100 ETF | 146,564 | $7.56M | $9.81M | - | $2.25M | 29.7% | +0.195% |
| CVX Chevron Corporation | 1,926 | $333,926.8 | $379,094.58 | - | $45,167.78 | 13.53% | +2.35% |
| DE Deere & Company | 424 | $238,839 | $251,292.07 | - | $12,453.07 | 5.21% | -1.134% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 12,680 | $1.05M | $1.22M | - | $171,113.41 | 16.27% | +0.49% |
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FAQ
Which stocks have generated the highest profits for Eric Schmid?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P Biotech ETF - $2.23M, T. Rowe Price Blue Chip Growth ETF - $1.93M, iShares Core U.S. Aggregate Bond ETF - $1.83M, Invesco FTSE RAFI US 1000 ETF - $1.7M, and SPDR S&P Metals & Mining ETF - $1.67M. 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: UnitedHealth Group Incorporated - $1.06M, Albemarle Corporation - $472,795.12, Intuit Inc - $341,785.59, iShares U.S. Financials ETF - $284,066.43, and ServiceNow, Inc - $257,485.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eric Schmid's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.12M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $1.82M, iShares TIPS Bond ETF - $1.41M, iShares 1-3 Year Treasury Bond ETF - $1.13M, Energy Select Sector SPDR Fund - $854,370.16, and Invesco FTSE RAFI US 1000 ETF - $763,044.26. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eric Schmid's monthly returns?
Eric Schmid's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Eric Schmid's strategy be considered aggressive or moderate?
Eric Schmid's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Eric Schmid's strategy?
Eric Schmid's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
