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:
13.76%
Gain -0.25%
Monthly
0.6%
Yearly
7.46%
Drawdown
20.08%
$11.91M
Equity
Holdings
$11.91M
Investment
$9.75M
$4.6M
Profit -$52,470.8
Realized
$2.44M
Unrealized
$2.16M
Dividends
$1.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$52,470.8
Win %
69%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$61,408.89
Win %
69%
This Month
Compared to last month
Gain
0.34%
Profit
$39,936.09
Win %
69%
This Year
Compared to last year
Gain
9.91%
Profit
$1.07M
Win %
69%
MTDR Matador Resources Company
+5.89%
+$12.66 
AR Antero Resources Corporation
+5.37%
+$207.23 
AA Alcoa Corporation
+5.29%
+$126.26 
OVV Ovintiv Inc.
+4.23%
+$156.8 
CNX CNX Resources Corporation
+3.68%
+$336.6 
CHRD Chord Energy Corp
+3.59%
+$53.26 
NI NiSource Inc.
+3.12%
+$1,881.24 
KMI Kinder Morgan, Inc.
+3.03%
+$1,374.1 
IDXX IDEXX Laboratories, Inc.
+2.91%
+$143.46 
COP ConocoPhillips
+2.89%
+$249.49 
SLB Schlumberger Limited
+2.58%
+$147.5 
CMS CMS Energy Corporation
+2.53%
+$1,004.51 
RTX RTX Corporation
+2.51%
+$723.8 
PTEN Patterson-UTI Energy Inc.
+2.43%
+$1.37 
LMT Lockheed Martin Corporation
+2.42%
+$25.74 
CBRL Cracker Barrel Old Country Store, Inc.
+2.37%
+$31.87 
OKE ONEOK, Inc.
+2.34%
+$958.24 
LYB LyondellBasell Industries N.V.
+2.25%
+$633.09 
PM Philip Morris International Inc.
+2.23%
+$2,982.62 
PEP PepsiCo, Inc.
+2.14%
+$702.85 
IXC iShares Global Energy ETF
+2%
+$381.3 
WEC WEC Energy Group Inc.
+1.99%
+$660.43 
CVX Chevron Corporation
+1.95%
+$1,964.52 
IYE iShares U.S. Energy ETF
+1.94%
+$29.92 
AEP American Electric Power Company, Inc.
+1.9%
+$866.12 
BLDR Builders FirstSource, Inc.
+1.89%
+$40.6 
NFG National Fuel Gas Company
+1.89%
+$4.44 
F Ford Motor Company
+1.85%
+$572.05 
EXC Exelon Corporation
+1.85%
+$945.92 
ALIT Alight Inc.
+1.84%
+$2.15 
FENY Fidelity MSCI Energy Index ETF
+1.81%
+$277.86 
PEG Public Service Enterprise Group Incorporated
+1.77%
+$655.96 
TJX The TJX Companies, Inc.
+1.76%
+$668.02 
PPL PPL Corporation
+1.75%
+$555.39 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.66%
+$47.62 
CNP CenterPoint Energy Inc.
+1.61%
+$344.96 
XOM Exxon Mobil Corporation
+1.57%
+$1,892.01 
MDLZ Mondelez International, Inc.
+1.52%
+$98.88 
NEM Newmont Corporation
+1.49%
+$872.04 
MO Altria Group, Inc.
+1.46%
+$766.48 
CMCSA Comcast Corp
+1.45%
+$230.9 
USB U.S. Bancorp
+1.45%
+$727.08 
LNT Alliant Energy Corporation
+1.43%
+$613.44 
UGI UGI Corporation
+1.35%
+$85.85 
SWX Southwest Gas Holdings Inc.
+1.3%
+$19.04 
D Dominion Energy, Inc.
+1.28%
+$537.74 
FE FirstEnergy Corp.
+1.26%
+$355.35 
MRK Merck & Co., Inc.
+1.25%
+$1,203.65 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.24%
+$5.39 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+1.22%
+$5.74 
TFC Truist Financial Corporation
+1.19%
+$407.93 
EXR Extra Space Storage Inc.
+1.14%
+$4.72 
FUTY Fidelity MSCI Utilities Index ETF
+1.14%
+$254.37 
GE General Electric Company
+1.12%
+$52.5 
STZ Constellation Brands, Inc.
+1.12%
+$4.35 
MNST Monster Beverage Corporation
+1.11%
+$243.41 
OGE Oge Energy Corp.
+1.1%
+$382.72 
AFG American Financial Group Inc.
+1.09%
+$30.21 
HWM Howmet Aerospace Inc.
+1.06%
+$417.07 
LIN Linde plc
+1.01%
+$229.17 
PNC The PNC Financial Services Group, Inc.
+1%
+$2,261.98 
PHIN Phinia Inc.
+0.99%
+$3.42 
MET MetLife Inc.
+0.98%
+$52.2 
DTE DTE Energy Company
+0.98%
+$294.93 
PKG Packaging Corporation of America
+0.96%
+$31.29 
STLD Steel Dynamics Inc.
+0.95%
+$82.08 
KHC The Kraft Heinz Company
+0.94%
+$7.92 
DOW Dow Inc.
+0.94%
+$160.44 
ORI Old Republic International Corp.
+0.93%
+$38.52 
JPM JPMorgan Chase & Co.
+0.92%
+$1,370.2 
VZ Verizon Communications Inc.
+0.9%
+$696.4 
EIX Edison International
+0.9%
+$218.5 
ETR Entergy Corporation
+0.87%
+$303.94 
VDC VANGUARD CONSUMER STAPLES ETF
+0.87%
+$460.12 
LLY Eli Lilly and Company
+0.86%
+$1,103.64 
MMS Maximus Inc.
+0.86%
+$13 
NRG NRG Energy, Inc.
+0.83%
+$660.45 
HD The Home Depot, Inc.
+0.81%
+$441.76 
WH Wyndham Hotels & Resorts, Inc.
+0.81%
+$56.12 
PG Procter & Gamble Co
+0.8%
+$399.09 
YETI FNCL Series 2007 Other Floating Rate Instrument
+0.79%
+$22.44 
NKE Nike, Inc. - Class B
+0.78%
+$91.06 
FMAT Fidelity MSCI Materials Index ETF
+0.77%
+$157.52 
LOW Lowe's Companies Inc.
+0.76%
+$1.48 
WMT Walmart Inc.
+0.74%
+$117.45 
C Citigroup Inc.
+0.73%
+$405.44 
DINO HF Sinclair Corporation
+0.73%
+$47.32 
AAPL Apple Inc.
+0.72%
+$3,578.64 
HEI.A Heico Corporation
+0.72%
+$26.56 
HLF Herbalife Ltd.
+0.69%
+$6.9 
HON Honeywell International Inc.
+0.68%
+$58.62 
KMB Kimberly-Clark Corporation
+0.68%
+$253.47 
TXT Textron Inc.
+0.68%
+$8.16 
WFC Wells Fargo & Company
+0.68%
+$33.6 
JNJ Johnson & Johnson
+0.66%
+$711.42 
AFL Aflac Inc.
+0.66%
+$258.85 
CWST Casella Waste Systems Inc.
+0.66%
+$7.93 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
+0.62%
+$95.6 
ASO Academy Sports and Outdoors, Inc.
+0.62%
+$9.38 
ABBV AbbVie Inc.
+0.61%
+$414.52 
V Visa Inc. Class A
+0.59%
+$371.28 
VLO Valero Energy Corporation
+0.59%
+$543.84 
BRK-B Berkshire Hathaway Inc.
+0.57%
+$732.55 
SCI Service Corporation International
+0.55%
+$18.25 
SON Sonoco Products Co.
+0.54%
+$111.24 
IFRA iShares U.S. Infrastructure
+0.53%
+$39.9 
PECO Phillips Edison & Company, Inc.
+0.53%
+$12.22 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$58.32 
AVNT Avient Corporation
+0.49%
+$6.27 
DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund
+0.47%
+$195.04 
PFE Pfizer Inc.
+0.41%
+$81 
FNF Fidelity National Financial, Inc.
+0.4%
+$109.67 
SPGI S&P Global Inc.
+0.4%
+$149.6 
WAL Western Alliance Bancorporation
+0.4%
+$14.46 
EGP EastGroup Properties Inc.
+0.4%
+$46.97 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.39%
+$59.52 
T AT&T Inc.
+0.38%
+$265.95 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.38%
+$5.76 
LECO Lincoln Electric Holdings, Inc.
+0.38%
+$40.18 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
+0.37%
+$106.25 
ATR AptarGroup, Inc.
+0.34%
+$55.02 
M Macy's Inc.
+0.33%
+$12.88 
RRX Regal Rexnord Corporation
+0.32%
+$14.64 
AMG Affiliated Managers Group Inc.
+0.32%
+$39.93 
GNTX Gentex Corporation
+0.31%
+$13.46 
PYPL PayPal Holdings Inc
+0.27%
+$12.4 
ACN Accenture plc Class A
+0.27%
+$1.78 
FREL Fidelity MSCI Real Estate Index ETF
+0.25%
+$11.06 
GPC Genuine Parts Company
+0.25%
+$11.55 
TTC The Toro Company
+0.24%
+$12.72 
MWA Mueller Water Products Inc.
+0.23%
+$7.75 
DIS The Walt Disney Company
+0.22%
+$75.12 
EFV iShares MSCI EAFE Value ETF
+0.21%
+$20.47 
OPCH Option Care Health Inc.
+0.21%
+$1.3 
KRC Kilroy Realty Corporation
+0.2%
+$5.11 
KEY KeyCorp
+0.2%
+$89.48 
FITB Fifth Third Bancorp
+0.2%
+$90.1 
DON WisdomTree U.S. MidCap Dividend Fund
+0.19%
+$54.28 
WTS Watts Water Technologies Inc.
+0.18%
+$30.79 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.17%
+$186.24 
SSD Simpson Manufacturing Co., Inc.
+0.17%
+$8.4 
IRT Independence Realty Trust Inc.
+0.17%
+$3.7 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.17%
+$21.6 
VOE Vanguard Mid-Cap Value ETF
+0.16%
+$6.93 
VTV Vanguard Value ETF
+0.16%
+$36.4 
RF Regions Financial Corporation
+0.15%
+$0.44 
ICE Intercontinental Exchange, Inc.
+0.14%
+$56.12 
OC Owens Corning
+0.13%
+$6.67 
ABT Abbott Laboratories
+0.12%
+$13.2 
HOPE Hope Bancorp Inc.
+0.11%
+$2.23 
OGN Organon & Co.
+0.11%
+$0.04 
CLOZ Panagram BBB-B CLO ETF
+0.1%
+$12.2 
ISHG iShares 3 Year International Treasury Bond ETF
+0.1%
+$10.57 
EHC Encompass Health Corporation
+0.09%
+$7.68 
STAG Stag Industrial Inc.
+0.08%
+$1.92 
MCD McDonald's Corporation
+0.08%
+$51.8 
TIP iShares TIPS Bond ETF
+0.08%
+$10.46 
FNCL Fidelity MSCI Financials Index ETF
+0.06%
+$0.9 
GGG Graco Inc.
+0.06%
+$7 
AXP American Express Company
+0.06%
+$30.6 
GEHC GE HealthCare Technologies Inc.
+0.06%
+$0.2 
FLDR Fidelity Low Duration Bond ETF
+0.05%
+$1.77 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.05%
+$20.25 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$0.88 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.04%
+$4.02 
FOR Forestar Group Inc.
+0.04%
+$0.42 
CLOX Eldridge AAA CLO ETF
+0.04%
+$4 
ADI Analog Devices, Inc.
+0.04%
+$1.65 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.04%
+$0.98 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$2.9 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$3.12 
HBAN Huntington Bancshares Incorporated
+0.03%
+$56.34 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$13.08 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$2.83 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$8.28 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$0.65 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$19.26 
RPM RPM International Inc.
+0.01%
+$0.98 
EFA iShares MSCI EAFE ETF
+0.01%
+$8.19 
IEFA iShares Core MSCI EAFE ETF
+0.01%
+$5.21 
ALTR Altair Engineering Inc.
0%
$0 
CEIX Core Natural Resources Inc.
0%
$0 
CMA Comerica Inc.
0%
$0 
FFWM First Foundation Inc.
0%
$0 
IP International Paper Company
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
MASI Masimo Corporation
0%
$0 
NYCB Flagstar Financial Corporation
0%
$0 
QRVO Qorvo Inc.
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 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
0%
$0 
SEIX Virtus Seix Senior Loan ETF
0%
$0 
NVMZ TrueShares Structured Outcome (November) ETF
0%
$0 DECZ
DECZ
0%
$0 
FSRNQ Fisker Inc
-12.5%
-$0.02 
OKTA Okta Inc.
-9.66%
-$684.76 
LCID Lucid Group, Inc.
-8.86%
-$21.21 
SMCI Super Micro Computer Inc
-8.71%
-$82.48 
WKHS Workhorse Group Inc.
-7.59%
-$0.75 
PLTR Palantir Technologies Inc.
-7.07%
-$4,959.5 
STX Seagate Technology Holdings plc
-5.63%
-$23,405.76 
NOW ServiceNow, Inc.
-5.02%
-$149.2 
HUBS HubSpot, Inc.
-5.01%
-$71.82 
U Unity Software Inc.
-4.73%
-$82 
TEAM Atlassian Corporation Class A
-4.59%
-$179.28 
INTC Intel Corporation
-4.25%
-$1,741.5 
RGEN Repligen Corporation
-4.24%
-$156.2 
ARKK ARK Innovation ETF Fund
-3.88%
-$1,589.35 
AMD Advanced Micro Devices, Inc.
-3.85%
-$843.76 
COIN Coinbase Global, Inc.
-3.79%
-$104.47 
RMBS Rambus Inc.
-3.56%
-$82.67 
AAON Aaon Inc.
-3.45%
-$56.07 
ARKW ARK Next Generation Internet ETF
-3.39%
-$2,320.16 
MKSI MKS Instruments Inc.
-3.37%
-$161.49 
SNPS Synopsys, Inc.
-3.3%
-$30.92 
JBHT J.B. Hunt Transport Services, Inc.
-3.27%
-$962.5 
XBI SPDR S&P Biotech ETF
-3.23%
-$1,427.8 
AVGO Broadcom Inc.
-3.11%
-$685.44 
NOVT Novanta Inc.
-3.04%
-$45.09 
WDAY Workday Inc.
-2.97%
-$64.3 
CHX ChampionX Corporation
-2.97%
-$21.33 
HLNE Hamilton Lane Inc.
-2.87%
-$69.41 
UAL United Airlines Holdings, Inc.
-2.85%
-$349.69 
META Meta Platforms Inc Class A
-2.84%
-$6,153.41 
HPQ HP Inc.
-2.71%
-$714.76 
KN Knowles Corporation
-2.57%
-$134.39 
CRM Salesforce Inc
-2.56%
-$978.05 
ADBE Adobe Inc.
-2.55%
-$6.42 
JAZZ Jazz Pharmaceuticals plc
-2.51%
-$140.14 
TSLA Tesla, Inc.
-2.29%
-$2,217.43 
NOK Nokia Corporation Sponsored ADR
-2.25%
-$73.1 
IYW iShares U.S. Technology ETF
-2.25%
-$464.8 
G Genpact Ltd.
-2.23%
-$27.72 
IESC Ies Holdings Inc.
-2.19%
-$195.59 
MSFT Microsoft Corp.
-2.17%
-$8,795.04 
IWO iShares Russell 2000 Growth ETF
-2.15%
-$3,064.75 
SAIA Saia, Inc.
-2.15%
-$205.5 
IVZ Invesco Ltd.
-2.13%
-$1,025.2 
BJ BJ's Wholesale Club Holdings, Inc.
-2.12%
-$111.69 
VBK Vanguard Small-Cap Growth ETF
-2.1%
-$288.23 
IXN iShares Global Tech ETF
-2.09%
-$236 
LILAK Liberty Latin America Ltd.
-2.08%
-$26.33 
SHOP Shopify Inc.
-2%
-$160.65 
URA Global X Uranium ETF
-1.97%
-$319.5 
MTUM iShares MSCI USA Momentum Factor ETF
-1.96%
-$503.2 
GOOGL Alphabet Inc
-1.95%
-$4,583.04 
ARKX ARK Space & Defense Innovation ETF
-1.95%
-$595 
CSCO Cisco Systems, Inc.
-1.95%
-$1,532.24 
RH RH
-1.93%
-$25.08 
AVT Avnet Inc.
-1.93%
-$161.1 
UFPT UFP Technologies Inc.
-1.88%
-$50.22 
GOOG Alphabet Inc
-1.84%
-$158.75 
INVZ Innoviz Technologies Ltd.
-1.78%
-$4.17 
ARW Arrow Electronics Inc.
-1.75%
-$165.98 
AAL American Airlines Group Inc.
-1.75%
-$63.21 
NIO Nio Inc.
-1.71%
-$0.96 
FCOM Fidelity MSCI Communication Services Index ETF
-1.69%
-$33.21 
CBRE CBRE Group Inc.
-1.69%
-$59.41 
NVST Envista Holdings Corporation
-1.66%
-$38.22 
IWF iShares Russell 1000 Growth ETF
-1.65%
-$1,701.54 
WSO Watsco Inc.
-1.6%
-$459.36 
UNH UnitedHealth Group Incorporated
-1.54%
-$678.24 
ITT Itt Inc.
-1.5%
-$105.35 
NSIT Insight Enterprises Inc.
-1.47%
-$23.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.46%
-$485.27 
AMZN Amazon.com Inc
-1.46%
-$3,439.16 
ENS EnerSys
-1.44%
-$29.76 
PWR Quanta Services Inc.
-1.42%
-$209.41 
AIT Applied Industrial Technologies Inc.
-1.39%
-$46.45 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.38%
-$391.6 
HEEM iShares Currency Hedged MSCI Emerging Markets ETF
-1.35%
-$115 
VOYA Voya Financial Inc.
-1.35%
-$93.44 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.33%
-$382.5 
BEN Franklin Resources Inc.
-1.32%
-$428.28 
PTON Peloton Interactive, Inc.
-1.31%
-$5.67 
CDNS Cadence Design Systems, Inc.
-1.3%
-$16.88 
BABA Alibaba Group Holding Limited SP ADR
-1.25%
-$139 
VEEV Veeva Systems Inc.
-1.23%
-$50.12 
IEMG iShares Core MSCI Emerging Markets ETF
-1.22%
-$87.4 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$69.44 
R Ryder System Inc.
-1.14%
-$141.96 
A Agilent Technologies Inc.
-1.13%
-$425.86 
CSGP CoStar Group, Inc.
-1.11%
-$22.36 
DECK Deckers Outdoor Corporation
-1.1%
-$15.2 
BXMT Blackstone Mortgage Trust Inc
-1.07%
-$7.01 
MSCI MSCI Inc.
-1.05%
-$24.24 
WYNN Wynn Resorts, Limited
-0.99%
-$95.31 
QCOM QUALCOMM Incorporated
-0.97%
-$27.76 
ODFL Old Dominion Freight Line, Inc.
-0.97%
-$9.15 
NWL Newell Brands Inc.
-0.95%
-$132.66 
EMR Emerson Electric Co.
-0.94%
-$622.71 
TMO Thermo Fisher Scientific Inc.
-0.94%
-$486.55 
OEF iShares S&P 100 ETF
-0.93%
-$275.66 
SCHB Schwab U.S. Broad Market ETF
-0.93%
-$1,091.2 
EVR Evercore Inc.
-0.92%
-$139.83 
SPXC Spx Technologies Inc.
-0.92%
-$26.18 
NYT New York Times Co.
-0.89%
-$75.64 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.88%
-$64.97 
PRU Prudential Financial, Inc.
-0.88%
-$383.52 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.87%
-$179.49 
IWB iShares Russell 1000 ETF
-0.84%
-$310.64 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.83%
-$54.12 
SPD Simplify US Equity PLUS Downside Convexity ETF
-0.81%
-$3.39 
IWR iShares Russell Mid-Cap ETF
-0.8%
-$43.12 
SCHX Schwab U.S. Large-Cap ETF
-0.79%
-$4.56 
PFIX Simplify Interest Rate Hedge ETF
-0.79%
-$0.94 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$910.52 
IWN iShares Russell 2000 Value ETF
-0.78%
-$1,011.67 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.77%
-$1,166.9 
VOO Vanguard S&P 500 ETF
-0.76%
-$16.14 
IBM International Business Machines Corporation
-0.76%
-$433.65 
OSK Oshkosh Corporation
-0.75%
-$27.84 
IVV iShares Core S&P 500 ETF
-0.75%
-$630.02 
GS The Goldman Sachs Group, Inc.
-0.74%
-$398.4 
IJH iShares Core S&P Mid-Cap ETF
-0.73%
-$212 
CFG Citizens Financial Group, Inc.
-0.71%
-$366.3 
OMC Omnicom Group Inc.
-0.69%
-$210.56 
MDT Medtronic plc
-0.69%
-$14.52 
CSL Carlisle Companies Inc.
-0.69%
-$30.03 
FIVE Five Below, Inc.
-0.68%
-$70.15 
REXR Rexford Industrial Realty, Inc.
-0.68%
-$7.25 
HUBB Hubbell Inc.
-0.65%
-$87.29 
QUAL iShares MSCI USA Quality Factor ETF
-0.63%
-$635.55 
BATRK Atlanta Braves Holdings, Inc.
-0.61%
-$9.31 
TTEK Tetra Tech, Inc.
-0.6%
-$3.36 
HGV Hilton Grand Vacations Inc.
-0.58%
-$6.72 
TYA Simplify Intermediate Term Treasury ETF
-0.57%
-$1.43 
NVDA NVIDIA Corporation
-0.57%
-$322.26 
CSX CSX Corporation
-0.56%
-$186.73 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
-0.55%
-$732.5 
AOA iShares Core Aggressive Allocation ETF
-0.55%
-$280.87 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.53%
-$2.35 
YUM Yum! Brands, Inc.
-0.53%
-$129.6 
UNP Union Pacific Corporation
-0.52%
-$98.34 
RVTY Revvity Inc.
-0.48%
-$2.22 
APG Api Group Corporation
-0.47%
-$30.78 
KBR KBR Inc.
-0.45%
-$9.73 
CBSH Commerce Bancshares, Inc.
-0.43%
-$13.53 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
-0.43%
-$2.04 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
-0.43%
-$5.92 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.42%
-$1.92 
USMV iShares MSCI USA Min Vol Factor ETF
-0.42%
-$107.95 
FHLC Fidelity MSCI Health Care Index ETF
-0.42%
-$23.43 
ILTB iShares Core 10+ Year USD Bond ETF
-0.39%
-$205.2 
EDV Vanguard Extended Duration Treasury ETF
-0.39%
-$0.9 
EFG iShares MSCI EAFE Growth ETF
-0.36%
-$181.47 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.35%
-$87.04 
LII Lennox International Inc.
-0.33%
-$21.15 
GLDM SPDR Gold MiniShares Trust
-0.33%
-$21.6 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
-0.33%
-$7.5 
COR Cencora, Inc.
-0.32%
-$177.67 
LEA Lear Corporation
-0.31%
-$3.8 
BMI Badger Meter Inc.
-0.3%
-$3.04 
GATX GATX Corporation
-0.3%
-$25.97 
IEX IDEX Corporation
-0.3%
-$111.3 
FULT Fulton Financial Corporation
-0.29%
-$7.25 
SPHY SPDR Portfolio High Yield Bond ETF
-0.29%
-$174.85 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.29%
-$34.32 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.29%
-$223.37 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.28%
-$79.53 
FDLO Fidelity Low Volatility Factor ETF
-0.28%
-$3.28 
CVBF CVB Financial Corp.
-0.28%
-$4.44 
SPBO SPDR Portfolio Corporate Bond ETF
-0.27%
-$51 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.27%
-$4.67 
PLD Prologis Inc.
-0.26%
-$70.29 
MBB iShares MBS ETF
-0.26%
-$6.34 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.24%
-$0.88 
AVUV Avantis U.S. Small Cap Value ETF
-0.23%
-$88.2 
PFG Principal Financial Group, Inc.
-0.23%
-$84.5 
GBCI Glacier Bancorp Inc.
-0.22%
-$3.52 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
-0.21%
-$3.6 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.21%
-$121.48 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.21%
-$208.71 
FIDU Fidelity MSCI Industrials Index ETF
-0.21%
-$47.55 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.2%
-$253.94 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.18%
-$32.41 
IWD iShares Russell 1000 Value ETF
-0.18%
-$162.62 
HYBL SPDR Blackstone High Income Fund
-0.18%
-$31.15 
IAGG iShares International Aggregate Bond Fund
-0.17%
-$16.41 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
-0.16%
-$4.89 
DNUT Krispy Kreme, Inc.
-0.16%
-$0.72 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$0.63 
IUSB iShares Core Universal USD Bond ETF
-0.15%
-$13.67 
MA Mastercard Incorporated
-0.14%
-$132.24 
GIS General Mills, Inc.
-0.14%
-$1.03 
MUB iShares National Muni Bond ETF
-0.14%
-$2.8 
WSBC WesBanco Inc.
-0.14%
-$97.55 
SCHF Schwab International Equity ETF
-0.13%
-$51.34 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.13%
-$0.5 
UNM Unum Group
-0.12%
-$6.93 
GL Globe Life Inc.
-0.1%
-$4.9 
ACM Aecom
-0.1%
-$2.34 
FR First Industrial Realty Trust Inc.
-0.1%
-$2.64 
KW Kennedy-Wilson Holdings Inc.
-0.09%
-$0.93 
SFBS ServisFirst Bancshares Inc.
-0.09%
-$4.76 
BWA BorgWarner Inc.
-0.09%
-$17.9 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.09%
-$1.2 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$12.25 
BA Boeing Company
-0.08%
-$3 
IEI iShares 3-7 Year Treasury Bond ETF
-0.07%
-$9.2 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$12.81 
HP Helmerich & Payne Inc.
-0.07%
-$0.95 
CMBS iShares CMBS ETF
-0.06%
-$9.54 
ONB Old National Bancorp
-0.06%
-$4.96 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$42 
VRE Veris Residential Inc.
-0.05%
-$1.51 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$7.53 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.05%
-$55.59 
FIBK First Interstate Bancsystem Inc.
-0.04%
-$1.41 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$6.27 
TMHC Taylor Morrison Home Corporation
-0.03%
-$0.42 
IGOV iShares International Treasury Bond ETF
-0.03%
-$11.19 
BAC Bank of America Corporation
-0.02%
-$3.35 
HALO Halozyme Therapeutics Inc.
-0.01%
-$0.37 Events
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Dividends
Dividend Analysis
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| Trades 1749 | Longs Won 909/1749 51% | Profit Factor 2.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $46,331.9 |
| Average Win $9,900.64 | Best Trade (Jun 30) $836,772.81 | Sharpe Ratio -16.04 |
| Average Loss -$5,237.98 | Worst Trade (Jun 29) -$830,863.35 | Z-Score 3.28 (99.89%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $2,629.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.15% | 4.64% |
| Consecutive Losing Trades | 2,273 | 2,045 | 1,818 | 1,591 | 1,364 | 1,136 | 909 | 682 | 455 | 227 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 214 | $25,286.87 | $37,141.84 | - | $11,854.97 | 46.88% | -1.134% |
| AA Alcoa Corporation | 59 | $2,225.71 | $2,511.04 | - | $285.33 | 12.82% | +5.294% |
| AAL American Airlines Group Inc. | 294 | $5,124.26 | $3,547.11 | - | -$1,577.15 | -30.78% | -1.751% |
| AAON Aaon Inc. | 21 | $1,551 | $1,567.23 | - | $16.23 | 1.05% | -3.454% |
| AAPL Apple Inc. | 1,443 | $320,527.72 | $497,084.64 | - | $176,556.92 | 55.08% | +0.725% |
| ABBV AbbVie Inc. | 241 | $43,295.47 | $68,713.92 | - | $25,418.45 | 58.71% | +0.607% |
| ABT Abbott Laboratories | 110 | $12,442.07 | $11,528 | - | -$914.07 | -7.35% | +0.115% |
| ACM Aecom | 39 | $4,401.54 | $2,302.17 | - | -$2,099.37 | -47.7% | -0.102% |
| ACN Accenture plc Class A | 3 | $936.12 | $676.54 | - | -$259.58 | -27.73% | +0.265% |
| ADBE Adobe Inc. | 1 | $444.68 | $245.25 | - | -$199.43 | -44.85% | -2.551% |
| ADI Analog Devices, Inc. | 11 | $2,337.06 | $4,445.1 | - | $2,108.04 | 90.2% | +0.037% |
| AEP American Electric Power Company, Inc. | 367 | $38,067.74 | $46,480.55 | - | $8,412.81 | 22.1% | +1.899% |
| AFG American Financial Group Inc. | 19 | $2,397.99 | $2,799.08 | - | $401.09 | 16.73% | +1.091% |
| AFL Aflac Inc. | 334 | $34,573.95 | $39,687.55 | - | $5,113.6 | 14.79% | +0.656% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 286 | $12,590 | $11,900.46 | - | -$689.54 | -5.48% | -0.288% |
| AIT Applied Industrial Technologies Inc. | 10 | $2,324.5 | $3,291.85 | - | $967.35 | 41.62% | -1.391% |
| ALIT Alight Inc. | 12.65 | $1,431.98 | $118.78 | - | -$1,313.2 | -91.71% | +1.844% |
| ALTR Altair Engineering Inc. | 24 | $2,020 | $2,020 | - | - | - | 0.0 |
| AMD Advanced Micro Devices, Inc. | 39 | $4,439.77 | $21,083.2 | - | $16,643.43 | 374.87% | -3.848% |
| AMG Affiliated Managers Group Inc. | 33 | $6,493.41 | $12,680.25 | - | $6,186.84 | 95.28% | +0.316% |
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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 - $188,495.67, 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 $1.19M 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.
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