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:
4.92%
Gain
Monthly
0.32%
Yearly
3.94%
Drawdown
32.8%
$287.65M
Equity
Holdings
$287.65M
Investment
$228.39M
$75.08M
Profit -$161,590.35
Realized
$15.81M
Unrealized
$59.27M
Dividends
$14.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$161,590.35
Win %
79%
This Week
Compared To Last Week
Gain
0.82%
Profit
$2.33M
Win %
79%
This Month
Compared to last month
Gain
1.06%
Profit
$3.01M
Win %
79%
This Year
Compared to last year
Gain
6.94%
Profit
$18.67M
Win %
77%
BTI British American Tobacco p.l.c. ADR
+7.18%
+$99,705.94 
MCK McKesson Corporation
+5.17%
+$11,777.48 
INTU Intuit Inc.
+4.95%
+$82,759.92 
ABBV AbbVie Inc.
+3.56%
+$13,806.9 
UPS United Parcel Service, Inc.
+3.3%
+$36,733.04 
ADP Automatic Data Processing Inc.
+3.09%
+$7,573.5 
NSC Norfolk Southern Corporation
+2.88%
+$8,158.83 
NDAQ Nasdaq, Inc.
+2.86%
+$6,826.46 
BMY Bristol-Myers Squibb Company
+2.69%
+$50,402 
SBUX Starbucks Corporation
+2.63%
+$30,843.95 
PEP PepsiCo, Inc.
+2.58%
+$31,762.49 
MO Altria Group, Inc.
+2.55%
+$31,874.4 
COST Costco Wholesale Corporation
+2.54%
+$58,484.79 
TJX The TJX Companies, Inc.
+2.47%
+$7,443.85 
MA Mastercard Incorporated
+2.44%
+$7,842 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.05%
+$183,944.25 
UNH UnitedHealth Group Incorporated
+2%
+$35,856.04 
SCHD Schwab U.S. Dividend Equity ETF
+1.9%
+$15,997.38 
MCO Moody's Corporation
+1.87%
+$9,019.98 
VNQ Vanguard Real Estate ETF
+1.86%
+$191,989.98 
TFC Truist Financial Corporation
+1.74%
+$29,953.36 
AAPL Apple Inc.
+1.68%
+$9,118.89 
MSFT Microsoft Corp.
+1.63%
+$51,880.64 
NVO Novo Nordisk A/S Sponsored ADR
+1.56%
+$55,958.07 
COWZ Pacer US Cash Cows 100 ETF
+1.55%
+$143,184.48 
EMR Emerson Electric Co.
+1.53%
+$3,328 
RUNN Running Oak Efficient Growth ETF
+1.45%
+$72,212.15 
CVX Chevron Corporation
+1.23%
+$5,026.54 
SHW The Sherwin-Williams Company
+1.21%
+$3,603.36 
SHOP Shopify Inc.
+1.18%
+$21,118.9 
PFE Pfizer Inc.
+0.99%
+$12,943.1 
UBER Uber Technologies, Inc.
+0.93%
+$11,348.1 
LLY Eli Lilly and Company
+0.92%
+$42,947.28 
XLE Energy Select Sector SPDR Fund
+0.9%
+$93,818.58 
VDE Vanguard Energy ETF
+0.82%
+$3,800.31 
PH Parker-Hannifin Corporation
+0.77%
+$4,565.47 
MELI MercadoLibre, Inc.
+0.66%
+$16,901.94 
RSP Invesco S&P 500 Equal Weight ETF
+0.64%
+$6,669.16 
DE Deere & Company
+0.63%
+$1,577.29 
CARR Carrier Global Corporation
+0.57%
+$1,977.3 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
+0.36%
+$32,277.1 
ABEV Ambev S.A.
+0.33%
+$3,027.97 
VTV Vanguard Value ETF
+0.32%
+$4,911.13 
PNC The PNC Financial Services Group, Inc.
+0.2%
+$3,934.14 
NFLX Netflix, Inc.
+0.1%
+$1,325.03 
CNQ Canadian Natural Resources Limited
+0.04%
+$635.73 
PRF Invesco FTSE RAFI US 1000 ETF
+0.03%
+$4,875.59 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$51.42 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$50.25 
SHV iShares Short Treasury Bond ETF
+0.01%
+$58.5 
HSBC HSBC Holdings plc Sponsored ADR
+0.01%
+$116.48 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MU Micron Technology, Inc.
-6.35%
-$81,005.51 
ORCL Oracle Corporation
-6.06%
-$16,499.4 
AVGO Broadcom Inc.
-4.59%
-$231,408.5 
GOOG Alphabet Inc
-4.46%
-$229,146.8 
GOOGL Alphabet Inc
-4.43%
-$12,198.49 
XME SPDR S&P Metals & Mining ETF
-4.06%
-$260,810.74 
PICK iShares MSCI Global Metals & Mining Producers ETF
-2.91%
-$11,793.81 
NVDA NVIDIA Corporation
-2.84%
-$280,805.04 
TCHP T. Rowe Price Blue Chip Growth ETF
-2.17%
-$21,748.61 
PBR Petrobras S.A. Sponsored ADR
-2.07%
-$52,974.38 
QQQ Invesco QQQ Trust, Series 1
-1.85%
-$17,775.42 
UTES Virtus Reaves Utilities ETF
-1.79%
-$195,574.3 
EWZ iShares MSCI Brazil ETF
-1.7%
-$104,547.9 
VUG Vanguard Growth ETF
-1.55%
-$127,638.72 
AMZN Amazon.com Inc
-1.32%
-$75,180.83 
ASML ASML Holding N.V. New York Registry Shares
-1.26%
-$88,076.4 
TSLA Tesla, Inc.
-1.05%
-$6,909.47 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.97%
-$3,835.43 
EFA iShares MSCI EAFE ETF
-0.91%
-$165,104.22 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.8%
-$12,104.55 
VOO Vanguard S&P 500 ETF
-0.75%
-$2,813.4 
IVV iShares Core S&P 500 ETF
-0.75%
-$116,264.12 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$8,617.92 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.74%
-$2,673.29 
PGR Progressive Corporation
-0.73%
-$23,181.42 
SCHB Schwab U.S. Broad Market ETF
-0.72%
-$1,706.67 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$13,506.24 
RCL Royal Caribbean Group
-0.14%
-$2,426 
VO Vanguard Mid-Cap ETF
-0.13%
-$386.82 
TIP iShares TIPS Bond ETF
-0.1%
-$16,184.52 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$463.87 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$31.93 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$124.14 
AGG iShares Core U.S. Aggregate Bond ETF
0%
-$979.17 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
-$54.09 Events
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Dividends
Dividend Analysis
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| Trades 975 | Longs Won 713/975 73% | Profit Factor 8.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $400,021.52 |
| Average Win $119,084.09 | Best Trade (Jul 17) $7.76M | Sharpe Ratio -11.92 |
| Average Loss -$37,498 | Worst Trade (Jul 10) -$1.65M | Z-Score 12.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m | Expectancy $77,007.67 |
| 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 | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
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Returns
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