MDR
Michael D. Richards Jr. Portfolio
Invests via Capital A Wealth Management LLC | Managed by David Domenick Sr., David Domenick Jr., Brandon Domenick, Joseph Palimino
Invests via Capital A Wealth Management LLC
Managed by David Domenick Sr., David Domenick Jr., Brandon Domenick, Joseph Palimino
Automatically Tracked
Seasoned investor and operating executive focused on growth-stage and middle-market investments, with experience in deal sourcing, capital deployment and portfolio company scaling across technology, healthcare and financial-services themes. Michael D. Richards Jr. has led strategic M&A, board-level transformations and operational turnarounds, combining corporate finance acumen with hands-on operating leadership to drive value creation for sponsors and institutional investors.
Seasoned investor and operating executive focused on growth-stage and middle-market investments, with experience in deal sourcing, capital deployment and portfolio company scaling across technology, healthcare and financial-services themes. Michael D. Richards Jr. has led strategic M&A, board-level transformations and operational turnarounds, combining corporate finance acumen with hands-on operating leadership to drive value creation for sponsors and institutional investors.
Investment Philosophy & Strategy
Prioritizes growth-stage and middle-market opportunities where operational intervention and strategic M&A can accelerate scale. Focuses on technology, healthcare and financial services, underwriting companies for repeatable revenue models, durable unit economics and clear path to margin expansion. Allocates flexible capital with a bias toward active minority or control positions, three- to seven-year horizon, disciplined downside protection and milestone-driven value creation plans supported by board-level involvement and hands-on operating resources.
Prioritizes growth-stage and middle-market opportunities where operational intervention and strategic M&A can accelerate scale. Focuses on technology, healthcare and financial services, underwriting companies for repeatable revenue models, durable unit economics and clear path to margin expansion. Allocates flexible capital with a bias toward active minority or control positions, three- to seven-year horizon, disciplined downside protection and milestone-driven value creation plans supported by board-level involvement and hands-on operating resources.
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:
16.27%
Gain -0.91%
Monthly
0.76%
Yearly
9.47%
Drawdown
20.09%
$12.12M
Equity
Holdings
$12.12M
Investment
$9.75M
$4.81M
Profit -$98,987.18
Realized
$2.43M
Unrealized
$2.38M
Dividends
$1.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$98,987.18
Win %
73%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$98,987.18
Win %
73%
This Month
Compared to last month
Gain
0.98%
Profit
$117,923.87
Win %
73%
This Year
Compared to last year
Gain
11.84%
Profit
$1.28M
Win %
73%
IESC Ies Holdings Inc.
+30.27%
+$2,941 
AMZN Amazon.com Inc
+15.32%
+$33,446.15 
SPXC Spx Technologies Inc.
+10.2%
+$345.44 
NWL Newell Brands Inc.
+8.95%
+$1,109.52 
GOOG Alphabet Inc
+6.88%
+$574.25 
GOOGL Alphabet Inc
+6.73%
+$15,099.84 
KBR KBR Inc.
+6.52%
+$132.16 
PTEN Patterson-UTI Energy Inc.
+6.4%
+$3.15 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$593 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$454.69 
SNPS Synopsys, Inc.
+4.41%
+$32.86 
CNX CNX Resources Corporation
+3.44%
+$314.16 
META Meta Platforms Inc Class A
+3.28%
+$5,197.92 
MTDR Matador Resources Company
+3.27%
+$6.32 
PFIX Simplify Interest Rate Hedge ETF
+3.06%
+$3.1 
BMI Badger Meter Inc.
+3.04%
+$31.68 
MSFT Microsoft Corp.
+3.02%
+$10,255.85 
TEAM Atlassian Corporation Class A
+2.95%
+$52.11 
NVDA NVIDIA Corporation
+2.93%
+$1,496.02 
LYB LyondellBasell Industries N.V.
+2.71%
+$736.36 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.63%
+$171.6 
NOVT Novanta Inc.
+2.62%
+$40.04 
OPCH Option Care Health Inc.
+2.54%
+$11.4 
EVR Evercore Inc.
+2.46%
+$453.71 
SMCI Super Micro Computer Inc
+2.42%
+$18.09 
AR Antero Resources Corporation
+2.38%
+$89.04 
CVX Chevron Corporation
+2.37%
+$2,093.04 
HP Helmerich & Payne Inc.
+2.37%
+$30.4 
AVT Avnet Inc.
+2.35%
+$183.6 
TTEK Tetra Tech, Inc.
+2.19%
+$11.36 
CDNS Cadence Design Systems, Inc.
+2.16%
+$28.8 
CSCO Cisco Systems, Inc.
+2.14%
+$1,739.88 
BEN Franklin Resources Inc.
+2.08%
+$712.08 
OKE ONEOK, Inc.
+1.95%
+$786.48 
INVZ Innoviz Technologies Ltd.
+1.9%
+$6.66 
CRM Salesforce Inc
+1.83%
+$513.05 
HUBS HubSpot, Inc.
+1.83%
+$25.56 
HWM Howmet Aerospace Inc.
+1.8%
+$891.42 
ARW Arrow Electronics Inc.
+1.75%
+$159.96 
AAON Aaon Inc.
+1.68%
+$30.87 
KMI Kinder Morgan, Inc.
+1.64%
+$718.12 
RMBS Rambus Inc.
+1.62%
+$36.25 
ACN Accenture plc Class A
+1.61%
+$7.89 
AIT Applied Industrial Technologies Inc.
+1.58%
+$53.6 
ITT Itt Inc.
+1.54%
+$104.3 
CHRD Chord Energy Corp
+1.54%
+$21.3 
HPQ HP Inc.
+1.53%
+$350.96 
VZ Verizon Communications Inc.
+1.52%
+$1,218.7 
LMT Lockheed Martin Corporation
+1.5%
+$17.26 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$451.2 
PWR Quanta Services Inc.
+1.43%
+$215.74 
GE General Electric Company
+1.42%
+$75.45 
MKSI MKS Instruments Inc.
+1.42%
+$87.15 
KN Knowles Corporation
+1.41%
+$77.01 
WDAY Workday Inc.
+1.41%
+$24.53 
SLB Schlumberger Limited
+1.39%
+$80.24 
OVV Ovintiv Inc.
+1.36%
+$47.04 
RRX Regal Rexnord Corporation
+1.3%
+$76.56 
CMCSA Comcast Corp
+1.23%
+$212.58 
APG Api Group Corporation
+1.22%
+$77.76 
COP ConocoPhillips
+1.22%
+$88.45 
WFC Wells Fargo & Company
+1.19%
+$61.2 
FCOM Fidelity MSCI Communication Services Index ETF
+1.18%
+$21.6 
MWA Mueller Water Products Inc.
+1.16%
+$44.95 
VEEV Veeva Systems Inc.
+1.1%
+$28.86 
OKTA Okta Inc.
+1.07%
+$51.34 
SCI Service Corporation International
+1.05%
+$36.9 
NOW ServiceNow, Inc.
+1.05%
+$23.2 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$143.14 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$287.64 
ADBE Adobe Inc.
+1.01%
+$2.51 
LILAK Liberty Latin America Ltd.
+1%
+$12.39 
OEF iShares S&P 100 ETF
+0.95%
+$266.42 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$317.5 
IYE iShares U.S. Energy ETF
+0.93%
+$12.76 
UNP Union Pacific Corporation
+0.92%
+$176.22 
NSIT Insight Enterprises Inc.
+0.91%
+$11.6 
ACM Aecom
+0.88%
+$24.57 
ONB Old National Bancorp
+0.87%
+$76.13 
IBM International Business Machines Corporation
+0.86%
+$467.95 
HEEM iShares Currency Hedged MSCI Emerging Markets ETF
+0.85%
+$72.8 
NIO Nio Inc.
+0.83%
+$0.64 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$200.46 
ARKX ARK Space & Defense Innovation ETF
+0.82%
+$250 
MCD McDonald's Corporation
+0.82%
+$569.8 
EMR Emerson Electric Co.
+0.79%
+$480.26 
TSLA Tesla, Inc.
+0.76%
+$630.11 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$736.92 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$51.52 
PHIN Phinia Inc.
+0.72%
+$3.18 
VOO Vanguard S&P 500 ETF
+0.71%
+$14.58 
ENS EnerSys
+0.7%
+$15.6 
IVV iShares Core S&P 500 ETF
+0.69%
+$558.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$983.53 
DOW Dow Inc.
+0.67%
+$114.6 
PLTR Palantir Technologies Inc.
+0.65%
+$280 
GBCI Glacier Bancorp Inc.
+0.65%
+$11.84 
BLDR Builders FirstSource, Inc.
+0.65%
+$17.2 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$3.61 
AA Alcoa Corporation
+0.65%
+$17.11 
IWB iShares Russell 1000 ETF
+0.64%
+$227.04 
IXC iShares Global Energy ETF
+0.63%
+$108.5 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$43.05 
IVZ Invesco Ltd.
+0.61%
+$300.06 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$674.56 
MO Altria Group, Inc.
+0.57%
+$278.07 
SSD Simpson Manufacturing Co., Inc.
+0.57%
+$29.96 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.57%
+$2.34 
EXC Exelon Corporation
+0.53%
+$289.2 
STX Seagate Technology Holdings plc
+0.52%
+$2,678.91 
FDLO Fidelity Low Volatility Factor ETF
+0.52%
+$5.92 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.51%
+$2.23 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$58.32 
WTS Watts Water Technologies Inc.
+0.48%
+$78.49 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.48%
+$2.05 
HON Honeywell International Inc.
+0.47%
+$46.57 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,226.11 
IYW iShares U.S. Technology ETF
+0.46%
+$86.4 
IWD iShares Russell 1000 Value ETF
+0.44%
+$384.06 
HEI.A Heico Corporation
+0.44%
+$18.08 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
+0.44%
+$5.92 
CSX CSX Corporation
+0.42%
+$143.85 
PFE Pfizer Inc.
+0.4%
+$67.5 
RTX RTX Corporation
+0.39%
+$129.36 
VLO Valero Energy Corporation
+0.38%
+$245.14 
AVGO Broadcom Inc.
+0.37%
+$92.16 
PG Procter & Gamble Co
+0.37%
+$168.54 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$455.7 
BAC Bank of America Corporation
+0.36%
+$73.7 
AMG Affiliated Managers Group Inc.
+0.35%
+$41.91 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$1.32 
RF Regions Financial Corporation
+0.32%
+$1.1 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.32%
+$9.3 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.32%
+$7.15 
TTC The Toro Company
+0.32%
+$15.37 
MRK Merck & Co., Inc.
+0.32%
+$272.66 
SFBS ServisFirst Bancshares Inc.
+0.31%
+$9.52 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$152.25 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$69.7 
JPM JPMorgan Chase & Co.
+0.27%
+$415.48 
NRG NRG Energy, Inc.
+0.24%
+$248.63 
CWST Casella Waste Systems Inc.
+0.23%
+$2.94 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.22%
+$0.78 
JNJ Johnson & Johnson
+0.21%
+$225.78 
ADI Analog Devices, Inc.
+0.2%
+$8.14 
OGE Oge Energy Corp.
+0.19%
+$66.24 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$178.4 
USB U.S. Bancorp
+0.17%
+$96.36 
T AT&T Inc.
+0.17%
+$118.2 
EHC Encompass Health Corporation
+0.16%
+$11.52 
PTON Peloton Interactive, Inc.
+0.16%
+$0.81 
CMBS iShares CMBS ETF
+0.14%
+$22.26 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.13%
+$56.7 
DTE DTE Energy Company
+0.12%
+$39.95 
PECO Phillips Edison & Company, Inc.
+0.12%
+$3.05 
NOK Nokia Corporation Sponsored ADR
+0.11%
+$3.4 
C Citigroup Inc.
+0.1%
+$58.24 
AFL Aflac Inc.
+0.09%
+$40.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$22.86 
WMT Walmart Inc.
+0.09%
+$13.5 
ABT Abbott Laboratories
+0.09%
+$9.9 
ATR AptarGroup, Inc.
+0.07%
+$11.79 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
+0.07%
+$0.3 
BATRK Atlanta Braves Holdings, Inc.
+0.06%
+$0.93 
OC Owens Corning
+0.06%
+$3.68 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
+0.06%
+$0.96 
AEP American Electric Power Company, Inc.
+0.06%
+$25.69 
HYBL SPDR Blackstone High Income Fund
+0.05%
+$9.35 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$2.43 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$26.9 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
+0.04%
+$49.8 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$12.6 
DIS The Walt Disney Company
+0.03%
+$9.39 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$0.7 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1.78 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$19.26 
CLOX Eldridge AAA CLO ETF
+0.02%
+$1.6 
AFG American Financial Group Inc.
+0.01%
+$0.38 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$0.83 
ALTR Altair Engineering Inc.
0%
$0 
CEIX Core Natural Resources Inc.
0%
$0 
CMA Comerica Inc.
0%
$0 
FFWM First Foundation Inc.
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
MASI Masimo Corporation
0%
$0 
NYCB Flagstar Financial Corporation
0%
$0 
OGN Organon & Co.
0%
$0 
SWN Southwestern Energy Co
0%
$0 
TPH Tri Pointe Homes Inc.
0%
$0 
WIRE Encore Wire Corp
0%
$0 
X United States Steel Corporation
0%
$0 
IBHD iShares iBonds 2024 Term High Yield and Income ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
$0 
NVMZ TrueShares Structured Outcome (November) ETF
0%
$0 DECZ
DECZ
0%
$0 
FSRNQ Fisker Inc
-12.5%
-$0.02 
LEA Lear Corporation
-10.72%
-$156.9 
COIN Coinbase Global, Inc.
-10.59%
-$259.8 
LCID Lucid Group, Inc.
-9.11%
-$50.62 
AAPL Apple Inc.
-7.35%
-$35,382.35 
ALIT Alight Inc.
-7.06%
-$16.32 
EIX Edison International
-6.81%
-$2,342.32 
LIN Linde plc
-5.95%
-$1,391.96 
IP International Paper Company
-5.38%
-$2,637.84 
U Unity Software Inc.
-4.89%
-$65.2 
SHOP Shopify Inc.
-4.29%
-$236.25 
WKHS Workhorse Group Inc.
-3.79%
-$0.41 
CHX ChampionX Corporation
-2.97%
-$21.33 
XBI SPDR S&P Biotech ETF
-2.94%
-$1,312.75 
BXMT Blackstone Mortgage Trust Inc
-2.87%
-$26.23 
DECK Deckers Outdoor Corporation
-2.82%
-$44.96 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$9.6 
CSL Carlisle Companies Inc.
-2.69%
-$129.48 
QCOM QUALCOMM Incorporated
-2.63%
-$63.84 
ABBV AbbVie Inc.
-2.54%
-$1,574.93 
ICE Intercontinental Exchange, Inc.
-2.42%
-$989.19 
CSGP CoStar Group, Inc.
-2.38%
-$44.1 
YUM Yum! Brands, Inc.
-2.37%
-$602.64 
FMAT Fidelity MSCI Materials Index ETF
-2.33%
-$486.88 
ARKK ARK Innovation ETF Fund
-2.28%
-$793.48 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$65.16 
BA Boeing Company
-2.15%
-$95.2 
FOR Forestar Group Inc.
-2.15%
-$26.04 
NEM Newmont Corporation
-2.14%
-$1,039.35 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$143.52 
TXT Textron Inc.
-2.1%
-$29.28 
KHC The Kraft Heinz Company
-2.01%
-$19.08 
AMD Advanced Micro Devices, Inc.
-1.9%
-$360.36 
ASO Academy Sports and Outdoors, Inc.
-1.86%
-$23.4 
GIS General Mills, Inc.
-1.84%
-$15.41 
KRC Kilroy Realty Corporation
-1.82%
-$52.56 
UAL United Airlines Holdings, Inc.
-1.8%
-$269.83 
RGEN Repligen Corporation
-1.8%
-$51.8 
CBRE CBRE Group Inc.
-1.77%
-$68.9 
NVST Envista Holdings Corporation
-1.69%
-$46.06 
UNH UnitedHealth Group Incorporated
-1.68%
-$763.56 
WH Wyndham Hotels & Resorts, Inc.
-1.64%
-$115 
URA Global X Uranium ETF
-1.64%
-$292.5 
REXR Rexford Industrial Realty, Inc.
-1.59%
-$17.69 
GATX GATX Corporation
-1.56%
-$149.99 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$95.2 
IEX IDEX Corporation
-1.42%
-$527.88 
NI NiSource Inc.
-1.42%
-$936.96 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.41%
-$47.6 
WYNN Wynn Resorts, Limited
-1.38%
-$173.75 
NKE Nike, Inc. - Class B
-1.37%
-$182.12 
CVBF CVB Financial Corp.
-1.32%
-$22.2 
MNST Monster Beverage Corporation
-1.3%
-$306.07 
NYT New York Times Co.
-1.24%
-$116.56 
MDLZ Mondelez International, Inc.
-1.22%
-$79.31 
F Ford Motor Company
-1.21%
-$451.62 
CBRL Cracker Barrel Old Country Store, Inc.
-1.21%
-$13.8 
TJX The TJX Companies, Inc.
-1.21%
-$504.96 
GNTX Gentex Corporation
-1.18%
-$57.96 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$54.88 
FIBK First Interstate Bancsystem Inc.
-1.14%
-$41.36 
OMC Omnicom Group Inc.
-1.14%
-$342.16 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$460.23 
PKG Packaging Corporation of America
-1.12%
-$39.06 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$16.32 
LOW Lowe's Companies Inc.
-1.08%
-$2.27 
PLD Prologis Inc.
-1.08%
-$336.54 
EDV Vanguard Extended Duration Treasury ETF
-1.06%
-$2.56 
DINO HF Sinclair Corporation
-1.05%
-$50.44 
BWA BorgWarner Inc.
-1.04%
-$239.86 
AAL American Airlines Group Inc.
-1.04%
-$47.04 
INTC Intel Corporation
-1.02%
-$399.9 
ARKW ARK Next Generation Internet ETF
-1.02%
-$596.43 
SWX Southwest Gas Holdings Inc.
-1%
-$15.3 
PPL PPL Corporation
-0.98%
-$321.3 
AVNT Avient Corporation
-0.98%
-$11.88 
XOM Exxon Mobil Corporation
-0.97%
-$1,052.64 
MET MetLife Inc.
-0.97%
-$49.82 
DNUT Krispy Kreme, Inc.
-0.94%
-$4.35 
WAL Western Alliance Bancorporation
-0.94%
-$37.24 
FIVE Five Below, Inc.
-0.93%
-$93.84 
HALO Halozyme Therapeutics Inc.
-0.91%
-$19 
FNF Fidelity National Financial, Inc.
-0.9%
-$322.17 
RVTY Revvity Inc.
-0.9%
-$3.06 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$45.54 
SAIA Saia, Inc.
-0.86%
-$84 
VOYA Voya Financial Inc.
-0.84%
-$61.32 
FE FirstEnergy Corp.
-0.82%
-$247.2 
SON Sonoco Products Co.
-0.81%
-$189.52 
D Dominion Energy, Inc.
-0.8%
-$374.08 
KMB Kimberly-Clark Corporation
-0.8%
-$314.16 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$1,219.93 
GGG Graco Inc.
-0.76%
-$85.4 
PYPL PayPal Holdings Inc
-0.76%
-$35.2 
UNM Unum Group
-0.76%
-$41.58 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$397.11 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$1,152.1 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$935.55 
SPGI S&P Global Inc.
-0.74%
-$270.16 
MA Mastercard Incorporated
-0.74%
-$646 
TYA Simplify Intermediate Term Treasury ETF
-0.73%
-$1.98 
STAG Stag Industrial Inc.
-0.73%
-$17.92 
RPM RPM International Inc.
-0.7%
-$49.4 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$166.8 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$34.17 
R Ryder System Inc.
-0.68%
-$91 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$542.47 
MMS Maximus Inc.
-0.64%
-$9.75 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$655.83 
GS The Goldman Sachs Group, Inc.
-0.63%
-$388.8 
FREL Fidelity MSCI Real Estate Index ETF
-0.63%
-$30.02 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-0.62%
-$179.42 
EFA iShares MSCI EAFE ETF
-0.62%
-$540.54 
PM Philip Morris International Inc.
-0.61%
-$788.24 
MSCI MSCI Inc.
-0.61%
-$14 
SCHF Schwab International Equity ETF
-0.58%
-$234.72 
WEC WEC Energy Group Inc.
-0.57%
-$197.19 
PRU Prudential Financial, Inc.
-0.56%
-$259.44 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$87.42 
DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund
-0.54%
-$226.19 
LLY Eli Lilly and Company
-0.53%
-$625.26 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$53.32 
STLD Steel Dynamics Inc.
-0.49%
-$44.64 
ILTB iShares Core 10+ Year USD Bond ETF
-0.46%
-$250.8 
WSO Watsco Inc.
-0.46%
-$137.28 
WSBC WesBanco Inc.
-0.46%
-$370.69 
PEP PepsiCo, Inc.
-0.46%
-$163.84 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$463.8 
G Genpact Ltd.
-0.45%
-$5.28 
M Macy's Inc.
-0.44%
-$17.71 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$182.78 
HD The Home Depot, Inc.
-0.42%
-$244.64 
RH RH
-0.41%
-$7.59 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.41%
-$453.96 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$211.5 
GL Globe Life Inc.
-0.4%
-$20.44 
MBB iShares MBS ETF
-0.4%
-$9.99 
ORI Old Republic International Corp.
-0.39%
-$18.19 
HGV Hilton Grand Vacations Inc.
-0.39%
-$5.76 
ETR Entergy Corporation
-0.38%
-$136.94 
AXP American Express Company
-0.38%
-$215.9 
LII Lennox International Inc.
-0.38%
-$28.26 
CMS CMS Energy Corporation
-0.37%
-$160.38 
MDT Medtronic plc
-0.37%
-$7.04 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$267 
GPC Genuine Parts Company
-0.37%
-$16.1 
IRT Independence Realty Trust Inc.
-0.36%
-$8.88 
OSK Oshkosh Corporation
-0.36%
-$14.79 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$152.6 
IGOV iShares International Treasury Bond ETF
-0.34%
-$156.66 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$48.11 
TFC Truist Financial Corporation
-0.33%
-$124.95 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-0.33%
-$1.48 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$1.3 
CBSH Commerce Bancshares, Inc.
-0.29%
-$9.64 
COR Cencora, Inc.
-0.28%
-$145.07 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$15.19 
EGP EastGroup Properties Inc.
-0.27%
-$34.77 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$37.72 
VTV Vanguard Value ETF
-0.27%
-$61.36 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$51.24 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1.14 
CNP CenterPoint Energy Inc.
-0.26%
-$59.29 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$3.8 
IWN iShares Russell 2000 Value ETF
-0.25%
-$338.24 
A Agilent Technologies Inc.
-0.24%
-$72.76 
HUBB Hubbell Inc.
-0.24%
-$33.06 
HBAN Huntington Bancshares Incorporated
-0.23%
-$450.75 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$10.08 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$130.83 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$20.8 
PFG Principal Financial Group, Inc.
-0.22%
-$84.5 
FR First Industrial Realty Trust Inc.
-0.21%
-$6.16 
IXN iShares Global Tech ETF
-0.21%
-$22.4 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$40.8 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$24.31 
NFG National Fuel Gas Company
-0.19%
-$0.48 
QRVO Qorvo Inc.
-0.19%
-$22.27 
UGI UGI Corporation
-0.17%
-$10.2 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$24.5 
HLF Herbalife Ltd.
-0.16%
-$1.38 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$15.44 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$185.3 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$2.34 
FITB Fifth Third Bancorp
-0.16%
-$81.09 
LNT Alliant Energy Corporation
-0.15%
-$70.29 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$1.65 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$2.72 
HOPE Hope Bancorp Inc.
-0.14%
-$2.98 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
-0.14%
-$21.51 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$35.36 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$18.4 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.13%
-$17.28 
EXR Extra Space Storage Inc.
-0.12%
-$0.51 
STZ Constellation Brands, Inc.
-0.12%
-$0.45 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.11%
-$20.52 
MUB iShares National Muni Bond ETF
-0.11%
-$2.4 
CFG Citizens Financial Group, Inc.
-0.11%
-$65.12 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$32 
TIP iShares TIPS Bond ETF
-0.1%
-$13.53 
UFPT UFP Technologies Inc.
-0.1%
-$2.25 
KW Kennedy-Wilson Holdings Inc.
-0.09%
-$0.93 
KEY KeyCorp
-0.09%
-$44.74 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$25.85 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$24.39 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$16.72 
VRE Veris Residential Inc.
-0.05%
-$1.51 
HLNE Hamilton Lane Inc.
-0.04%
-$1.16 
FULT Fulton Financial Corporation
-0.04%
-$1.1 
V Visa Inc. Class A
-0.04%
-$21.84 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$6.02 
TMHC Taylor Morrison Home Corporation
-0.03%
-$0.42 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$33.87 
ISHG iShares 3 Year International Treasury Bond ETF
-0.03%
-$3.02 
SEIX Virtus Seix Senior Loan ETF
-0.03%
-$0.74 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$0.71 
CLOZ Panagram BBB-B CLO ETF
-0.02%
-$2.44 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$3.62 Events
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Dividends
Dividend Analysis
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| Trades 1749 | Longs Won 926/1749 52% | Profit Factor 2.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $46,617.51 |
| Average Win $9,872.72 | Best Trade (Jun 30) $836,772.81 | Sharpe Ratio -16.04 |
| Average Loss -$5,261.36 | Worst Trade (Jun 29) -$830,863.35 | Z-Score 0.58 (43.65%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $2,748.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% | 3.96% |
| Consecutive Losing Trades | 2,304 | 2,074 | 1,843 | 1,613 | 1,382 | 1,152 | 922 | 691 | 461 | 230 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 214 | $25,286.87 | $29,611.18 | - | $4,324.31 | 17.1% | -0.245% |
| AA Alcoa Corporation | 59 | $2,225.71 | $2,670.34 | - | $444.63 | 19.98% | +0.645% |
| AAL American Airlines Group Inc. | 294 | $5,124.26 | $4,489.38 | - | -$634.88 | -12.39% | -1.037% |
| AAON Aaon Inc. | 21 | $1,551 | $1,870.26 | - | $319.26 | 20.58% | +1.678% |
| AAPL Apple Inc. | 1,443 | $320,527.72 | $445,757.13 | - | $125,229.41 | 39.07% | -7.354% |
| ABBV AbbVie Inc. | 241 | $43,295.47 | $60,460.87 | - | $17,165.4 | 39.65% | -2.539% |
| ABT Abbott Laboratories | 110 | $12,442.07 | $11,627 | - | -$815.07 | -6.55% | +0.085% |
| ACM Aecom | 39 | $4,401.54 | $2,823.21 | - | -$1,578.33 | -35.86% | +0.878% |
| ACN Accenture plc Class A | 3 | $936.12 | $497.76 | - | -$438.36 | -46.83% | +1.611% |
| ADBE Adobe Inc. | 1 | $444.68 | $250.41 | - | -$194.27 | -43.69% | +1.013% |
| ADI Analog Devices, Inc. | 11 | $2,337.06 | $4,041.51 | - | $1,704.45 | 72.93% | +0.202% |
| AEP American Electric Power Company, Inc. | 367 | $38,067.74 | $46,920.95 | - | $8,853.21 | 23.26% | +0.055% |
| AFG American Financial Group Inc. | 19 | $2,397.99 | $2,692.68 | - | $294.69 | 12.29% | +0.014% |
| AFL Aflac Inc. | 334 | $34,573.95 | $42,578.32 | - | $8,004.37 | 23.15% | +0.094% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 286 | $12,590 | $12,183.6 | - | -$406.4 | -3.23% | -0.199% |
| AIT Applied Industrial Technologies Inc. | 10 | $2,324.5 | $3,452.1 | - | $1,127.6 | 48.51% | +1.577% |
| ALIT Alight Inc. | 12.65 | $1,431.98 | $214.8 | - | -$1,217.18 | -85% | -7.061% |
| ALTR Altair Engineering Inc. | 24 | $2,020 | $2,020 | - | - | - | 0.0 |
| AMD Advanced Micro Devices, Inc. | 39 | $4,439.77 | $18,569.85 | - | $14,130.08 | 318.26% | -1.904% |
| AMG Affiliated Managers Group Inc. | 33 | $6,493.41 | $12,102.09 | - | $5,608.68 | 86.37% | +0.348% |
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FAQ
Which stocks have generated the highest profits for Michael D. Richards Jr.?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI EAFE Growth ETF - $1.19M, iShares MSCI EAFE Value ETF - $959,623.78, iShares Core MSCI Emerging Markets ETF - $747,863.05, iShares Core International Stock ETF - $683,439.94, and Avantis Emerging Markets Equity ETF - $521,062.22. 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: Simplify Managed Futures Strategy ETF - $758,236.1, Apple Inc - $303,099.45, Marvell Technology, Inc - $257,358.29, UnitedHealth Group Incorporated - $188,746.23, and Teva Pharmaceutical Industries Ltd. ADR - $180,309.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael D. Richards Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.15M earned over time. The largest contributors to dividend income include iShares MSCI EAFE Value ETF - $215,118.73, iShares MSCI EAFE Growth ETF - $94,949.19, iShares Core International Stock ETF - $92,297.05, iShares Core MSCI Emerging Markets ETF - $78,530.9, and Simplify Managed Futures Strategy ETF - $72,627.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael D. Richards Jr.'s monthly returns?
Michael D. Richards Jr.'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 Michael D. Richards Jr.'s strategy be considered aggressive or moderate?
Michael D. Richards Jr.'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 Michael D. Richards Jr.'s strategy?
Michael D. Richards Jr.'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.
