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:
63.26%
Gain +0.59%
Monthly
1.2%
Yearly
15.35%
Drawdown
19.63%
$304.9M
Equity
Holdings
$304.9M
Investment
$241.4M
$79.26M
Profit +$1.14M
Realized
$15.76M
Unrealized
$63.5M
Dividends
$15.98M
Goals
Avg. 73.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$1.14M
Win %
76%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$768,339.31
Win %
76%
This Month
Compared to last month
Gain
2.22%
Profit
$6.63M
Win %
76%
This Year
Compared to last year
Gain
2.37%
Profit
$7.09M
Win %
74%
INTU Intuit Inc.
+6.75%
+$109,505.65 
LLY Eli Lilly and Company
+4.65%
+$238,711.22 
MCO Moody's Corporation
+4.35%
+$19,214.61 
SHW The Sherwin-Williams Company
+3.68%
+$10,686.29 
UNH UnitedHealth Group Incorporated
+3.65%
+$59,721.85 
NVO Novo Nordisk A/S Sponsored ADR
+3.36%
+$78,461.44 
NFLX Netflix, Inc.
+3.25%
+$50,391.45 
SBUX Starbucks Corporation
+3.03%
+$33,442.35 
ORCL Oracle Corporation
+3.03%
+$8,121.2 
CASY Casey's General Stores Inc.
+2.99%
+$5,309.44 
UBER Uber Technologies, Inc.
+2.64%
+$29,935.14 
BMY Bristol-Myers Squibb Company
+2.61%
+$49,524.97 
MA Mastercard Incorporated
+2.48%
+$8,970.01 
RCL Royal Caribbean Group
+2.4%
+$42,083.74 
MCK McKesson Corporation
+2.13%
+$5,945.94 
SHOP Shopify Inc.
+2.05%
+$52,551.3 
TFC Truist Financial Corporation
+2.02%
+$30,622.2 
BTI British American Tobacco p.l.c. ADR
+2.01%
+$26,093.46 
RUNN Running Oak Efficient Growth ETF
+2%
+$99,417.28 
UPS United Parcel Service, Inc.
+1.81%
+$16,502.47 
MSFT Microsoft Corp.
+1.3%
+$47,143.42 
SCHD Schwab U.S. Dividend Equity ETF
+1.26%
+$10,856.2 
ABEV Ambev S.A.
+1.23%
+$12,589.68 
NDAQ Nasdaq, Inc.
+1.23%
+$2,952.69 
PFE Pfizer Inc.
+1.22%
+$19,414.6 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.17%
+$105,044.32 
PGR Progressive Corporation
+1.16%
+$37,849.61 
COWZ Pacer US Cash Cows 100 ETF
+1.15%
+$117,251.2 
RSP Invesco S&P 500 Equal Weight ETF
+1.12%
+$11,578.72 
TJX The TJX Companies, Inc.
+1.1%
+$3,130.58 
ABBV AbbVie Inc.
+1.08%
+$4,824.48 
MO Altria Group, Inc.
+1.03%
+$13,634.25 
VNQ Vanguard Real Estate ETF
+0.92%
+$88,884.7 
XLRE The Real Estate Select Sector SPDR Fund
+0.89%
+$1,769.34 
CARR Carrier Global Corporation
+0.84%
+$2,306.85 
HSBC HSBC Holdings plc Sponsored ADR
+0.79%
+$21,019.43 
EFA iShares MSCI EAFE ETF
+0.78%
+$140,819.45 
CNQ Canadian Natural Resources Limited
+0.75%
+$11,001.12 
MELI MercadoLibre, Inc.
+0.69%
+$20,264.29 
VTV Vanguard Value ETF
+0.67%
+$10,406.16 
PRF Invesco FTSE RAFI US 1000 ETF
+0.67%
+$120,663.37 
VO Vanguard Mid-Cap ETF
+0.67%
+$1,972.55 
XME SPDR S&P Metals & Mining ETF
+0.64%
+$41,299.2 
AGG iShares Core U.S. Aggregate Bond ETF
+0.63%
+$166,786.2 
BND Vanguard Total Bond Market Index Fund
+0.61%
+$6,696.15 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.58%
+$7,227.6 
TIP iShares TIPS Bond ETF
+0.52%
+$80,840.4 
GOOGL Alphabet Inc
+0.52%
+$1,686.18 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.47%
+$1,520.89 
GOOG Alphabet Inc
+0.46%
+$22,506.45 
DE Deere & Company
+0.31%
+$862.84 
PEP PepsiCo, Inc.
+0.3%
+$3,516.63 
COST Costco Wholesale Corporation
+0.28%
+$7,131.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.28%
+$5,295.06 
SCHB Schwab U.S. Broad Market ETF
+0.27%
+$632 
TCHP T. Rowe Price Blue Chip Growth ETF
+0.22%
+$2,119.59 
STIP iShares 0-5 Year TIPS Bond ETF
+0.2%
+$415.15 
AMZN Amazon.com Inc
+0.18%
+$10,406.76 
VOO Vanguard S&P 500 ETF
+0.17%
+$726.01 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$1,920.27 
PH Parker-Hannifin Corporation
+0.16%
+$926.77 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$2,935 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.15%
+$2,326.72 
NSC Norfolk Southern Corporation
+0.15%
+$413.75 
PNC The PNC Financial Services Group, Inc.
+0.13%
+$2,056.72 
IVV iShares Core S&P 500 ETF
+0.12%
+$19,939.73 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$55.83 
SHV iShares Short Treasury Bond ETF
+0.02%
+$78.04 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LITE Lumentum Holdings Inc.
-4.84%
-$37,809.94 
GLW Corning Incorporated
-3.78%
-$4,277.2 
CLS Celestica Inc.
-3.4%
-$24,134.06 
BE Bloom Energy Corporation
-2.72%
-$17,595.5 
XLE Energy Select Sector SPDR Fund
-1.86%
-$235,288.65 
VDE Vanguard Energy ETF
-1.78%
-$9,732.85 
PBR Petrobras S.A. Sponsored ADR
-1.68%
-$61,843.95 
NVDA NVIDIA Corporation
-1.62%
-$168,071.97 
AVGO Broadcom Inc.
-1.5%
-$67,990.9 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
-1.44%
-$139,090.5 
TSLA Tesla, Inc.
-1.44%
-$8,838.7 
CVX Chevron Corporation
-1.37%
-$5,864.67 
EWZ iShares MSCI Brazil ETF
-1.33%
-$104,572.46 
EWJ iShares MSCI Japan ETF
-0.55%
-$43,819.87 
UTES Virtus Reaves Utilities ETF
-0.53%
-$54,084.8 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.45%
-$1,809.08 
JPM JPMorgan Chase & Co.
-0.41%
-$1,013.82 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$3,878.17 
MU Micron Technology, Inc.
-0.29%
-$4,553.24 
ASML ASML Holding N.V. New York Registry Shares
-0.23%
-$14,500.54 
VUG Vanguard Growth ETF
-0.19%
-$15,320.4 
AAPL Apple Inc.
-0.15%
-$1,078 
EMR Emerson Electric Co.
-0.11%
-$272 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.08%
-$342.45 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$20.52 Events
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Dividends
Dividend Analysis
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| Trades 1054 | Longs Won 768/1054 72% | Profit Factor 7.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $407,464.15 |
| Average Win $119,288.05 | Best Trade (Oct 14) $8.28M | Sharpe Ratio -11.21 |
| Average Loss -$43,195.93 | Worst Trade (Oct 14) -$1.23M | Z-Score 8.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 3d | Expectancy $75,198.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,042 | 6,338 | 5,634 | 4,930 | 4,225 | 3,521 | 2,817 | 2,113 | 1,408 | 704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,156 | $422,636.25 | $738,343.76 | - | $315,707.51 | 74.7% | -0.146% |
| ABBV AbbVie Inc. | 1,587 | $257,205.24 | $451,961.73 | - | $194,756.49 | 75.72% | +1.079% |
| ABEV Ambev S.A. | 314,742 | $921,674.3 | $1.04M | - | $113,826.88 | 12.35% | +1.231% |
| AGG iShares Core U.S. Aggregate Bond ETF | 277,977 | $27.33M | $26.52M | - | -$804,435.08 | -2.94% | +0.633% |
| AMZN Amazon.com Inc | 22,872 | $3.2M | $5.82M | - | $2.62M | 82.08% | +0.179% |
| ASML ASML Holding N.V. New York Registry Shares | 3,826 | $2.86M | $6.3M | - | $3.43M | 119.96% | -0.23% |
| AVGO Broadcom Inc. | 13,113 | $1.41M | $4.47M | - | $3.06M | 216.42% | -1.497% |
| BE Bloom Energy Corporation | 2,707 | $819,409 | $630,297.88 | - | -$189,111.12 | -23.08% | -2.716% |
| BMY Bristol-Myers Squibb Company | 32,055 | $1.64M | $1.95M | - | $313,881.66 | 19.19% | +2.606% |
| BND Vanguard Total Bond Market Index Fund | 15,486 | $1.13M | $1.1M | - | -$35,345.5 | -3.12% | +0.614% |
| BTI British American Tobacco p.l.c. ADR | 22,889 | $830,105.79 | $1.32M | - | $492,878.41 | 59.38% | +2.012% |
| CARR Carrier Global Corporation | 5,070 | $233,576.12 | $277,303.65 | - | $43,727.53 | 18.72% | +0.839% |
| CASY Casey's General Stores Inc. | 272 | $216,183 | $183,091.36 | - | -$33,091.64 | -15.31% | +2.986% |
| CLS Celestica Inc. | 2,196 | $800,690 | $685,876.68 | - | -$114,813.32 | -14.34% | -3.399% |
| CNQ Canadian Natural Resources Limited | 28,208 | $897,494.56 | $1.47M | - | $575,245.12 | 64.09% | +0.753% |
| COST Costco Wholesale Corporation | 2,584 | $1.41M | $2.54M | - | $1.14M | 80.98% | +0.281% |
| COWZ Pacer US Cash Cows 100 ETF | 146,564 | $7.56M | $10.28M | - | $2.72M | 35.97% | +1.154% |
| CVX Chevron Corporation | 1,926 | $333,926.8 | $421,784.37 | - | $87,857.57 | 26.31% | -1.371% |
| DE Deere & Company | 424 | $238,839 | $276,623.96 | - | $37,784.96 | 15.82% | +0.313% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 12,680 | $1.05M | $1.26M | - | $209,787.41 | 19.94% | +0.576% |
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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 - $1.92M, Invesco FTSE RAFI US 1000 ETF - $1.76M, and SPDR S&P Metals & Mining ETF - $1.68M. 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 - $1.05M, Albemarle Corporation - $472,795.12, Intuit Inc - $334,572.33, 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 $15.98M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $1.92M, iShares TIPS Bond ETF - $1.41M, iShares 1-3 Year Treasury Bond ETF - $1.14M, Energy Select Sector SPDR Fund - $925,665.43, and Invesco FTSE RAFI US 1000 ETF - $824,920.44. 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.
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