Howard Teutsch Portfolio
Invests via Arcadia Investment Advisors LLC | Managed by Howard Teutsch, Richard Teutsch
Invests via Arcadia Investment Advisors LLC
Managed by Howard Teutsch, Richard Teutsch
Automatically Tracked
Veteran investor focused on private equity, credit and opportunistic real estate with experience in distressed situations and portfolio turnarounds. Howard Teutsch has led capital deployment for value-oriented strategies, negotiated restructurings and overseen asset-level operational improvements to optimize exits. Background includes senior roles at boutique investment firms and advisory platforms, with strengths in underwriting, credit structuring and limited partner relations; active in mid-market buyouts and special situations.
Veteran investor focused on private equity, credit and opportunistic real estate with experience in distressed situations and portfolio turnarounds. Howard Teutsch has led capital deployment for value-oriented strategies, negotiated restructurings and overseen asset-level operational improvements to optimize exits. Background includes senior roles at boutique investment firms and advisory platforms, with strengths in underwriting, credit structuring and limited partner relations; active in mid-market buyouts and special situations.
Investment Philosophy & Strategy
Veteran investor focused on private equity, credit and opportunistic real estate with experience in distressed situations and portfolio turnarounds. Howard Teutsch has led capital deployment for value-oriented strategies, negotiated restructurings and overseen asset-level operational improvements to optimize exits. Background includes senior roles at boutique investment firms and advisory platforms, with strengths in underwriting, credit structuring and limited partner relations; active in mid-market buyouts and special situations.
Veteran investor focused on private equity, credit and opportunistic real estate with experience in distressed situations and portfolio turnarounds. Howard Teutsch has led capital deployment for value-oriented strategies, negotiated restructurings and overseen asset-level operational improvements to optimize exits. Background includes senior roles at boutique investment firms and advisory platforms, with strengths in underwriting, credit structuring and limited partner relations; active in mid-market buyouts and special situations.
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:
66.71%
Gain +0.28%
Monthly
0.84%
Yearly
10.56%
Drawdown
23.49%
$241.63M
Equity
Holdings
$241.63M
Investment
$163.82M
$128.95M
Profit +$525,568.5
Realized
$51.15M
Unrealized
$77.81M
Dividends
$24.94M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$525,568.5
Win %
79%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$1.79M
Win %
79%
This Month
Compared to last month
Gain
0.37%
Profit
$896,802.58
Win %
79%
This Year
Compared to last year
Gain
-0.01%
Profit
$74,194.55
Win %
83%
M Macy's Inc.
+6.44%
+$584 
HONA Honeywell Aerospace Inc.
+4.9%
+$76.78 
BROS Dutch Bros Inc.
+3.83%
+$306 
ALLO Allogene Therapeutics Inc.
+2.69%
+$0.7 
MCD McDonald's Corporation
+1.94%
+$535.92 
DIVB iShares Core Dividend ETF
+1.54%
+$149.76 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
+1.33%
+$266.56 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.3%
+$2,457.33 
SR Spire Inc.
+1.21%
+$431.36 
IJS iShares S&P Small-Cap 600 Value ETF
+1.15%
+$2,268.55 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$132.12 
DGT SPDR Global Dow ETF
+1.01%
+$9,170.4 
ABM ABM Industries Inc.
+0.99%
+$75 
SCHA Schwab U.S. Small-Cap ETF
+0.97%
+$17,322.48 
VB Vanguard Small-Cap ETF
+0.95%
+$8,240.26 
SMMD iShares Russell 2500 ETF
+0.92%
+$67,206.45 
IJR iShares Core S&P Small-Cap ETF
+0.88%
+$71,370.18 
IWM iShares Russell 2000 ETF
+0.82%
+$47,697.32 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.81%
+$682.87 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.78%
+$1,081.96 
VOE Vanguard Mid-Cap Value ETF
+0.76%
+$16.94 
GE General Electric Company
+0.74%
+$140.74 
IWR iShares Russell Mid-Cap ETF
+0.74%
+$830.4 
VYMI Vanguard International High Dividend Yield Index Fund
+0.72%
+$121.91 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.68%
+$89,787.94 
IWD iShares Russell 1000 Value ETF
+0.67%
+$978.12 
EFA iShares MSCI EAFE ETF
+0.67%
+$64,281.09 
VTV Vanguard Value ETF
+0.67%
+$973.84 
IDV iShares International Select Dividend ETF
+0.67%
+$936.32 
MGV Vanguard Mega Cap Value ETF
+0.62%
+$6,626.94 
IJH iShares Core S&P Mid-Cap ETF
+0.6%
+$13,813.86 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.6%
+$897.08 
IVE ISHARES S&P 500 VALUE ETF
+0.58%
+$28,326.28 
IEFA iShares Core MSCI EAFE ETF
+0.56%
+$64.87 
IWO iShares Russell 2000 Growth ETF
+0.56%
+$802.38 
VO Vanguard Mid-Cap ETF
+0.55%
+$5,461.28 
SCHV Schwab U.S. Large-Cap Value ETF
+0.55%
+$978.99 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+0.53%
+$1,109.78 
EFG iShares MSCI EAFE Growth ETF
+0.52%
+$915 
VBK Vanguard Small-Cap Growth ETF
+0.41%
+$579.94 
FNDF Schwab Fundamental International Large Company Index ETF
+0.4%
+$42,543.77 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.37%
+$1,018.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$278.08 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.31%
+$23,642.78 
XVV iShares ESG Screened S&P 500
+0.3%
+$485.8 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.23%
+$370.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.22%
+$16,433.56 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$299.2 
SCHF Schwab International Equity ETF
+0.17%
+$4,137.61 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.17%
+$403.2 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.15%
+$12,359.51 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.14%
+$12,654.55 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$354.76 
IWB iShares Russell 1000 ETF
+0.11%
+$11,496 
SCHB Schwab U.S. Broad Market ETF
+0.1%
+$7,000.29 
VT Vanguard Total World Stock ETF
+0.1%
+$392.93 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$7.12 
AVLC Avantis U.S. Large Cap Equity ETF
+0.07%
+$9,380.22 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.07%
+$6,618.75 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.07%
+$7.25 
SCHX Schwab U.S. Large-Cap ETF
+0.07%
+$9,917.72 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$1,975.88 
IVV iShares Core S&P 500 ETF
+0.01%
+$443.11 
SPY SPDR S&P 500 ETF Trust
+0.01%
+$9.99 
VOO Vanguard S&P 500 ETF
+0.01%
+$100.66 
CWI SPDR MSCI ACWI ex-US ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
GEV GE Vernova Inc.
-3.2%
-$452.1 
AVGO Broadcom Inc.
-2.36%
-$130.96 
NVDA NVIDIA Corporation
-1.89%
-$4,315.7 
TSLA Tesla, Inc.
-1.8%
-$510.12 
SOLS Sollensys Corp
-1.6%
-$4.8 
KMI Kinder Morgan, Inc.
-1.44%
-$48.48 
VGT Vanguard Information Technology ETF
-1.29%
-$66.36 
XOM Exxon Mobil Corporation
-1.16%
-$412 
AME Ametek Inc.
-0.57%
-$56.6 
IWF iShares Russell 1000 Growth ETF
-0.54%
-$2,455.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.5%
-$8,194.82 
VUG Vanguard Growth ETF
-0.47%
-$21,760.85 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.36%
-$19,301.36 
IWP iShares Russell Mid-Cap Growth ETF
-0.3%
-$447.52 
PH Parker-Hannifin Corporation
-0.23%
-$99 
IWL iShares Russell Top 200 ETF
-0.1%
-$13,945.24 
OEF iShares S&P 100 ETF
-0.07%
-$876.63 
IOO iShares Global 100 ETF
-0.04%
-$950.5 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.03%
-$6,556.58 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1537 | Longs Won 1065/1537 69% | Profit Factor 18.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $533,364.63 |
| Average Win $128,103.3 | Best Trade (Oct 14) $14.97M | Sharpe Ratio -304.09 |
| Average Loss -$15,842.67 | Worst Trade (Jun 30) -$546,671.5 | Z-Score -3.03 (100%) |
| Commissions $0 | Avg. Trade Length 2y 9m 2d | Expectancy $83,898.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABM ABM Industries Inc. | 150 | $5,657.93 | $7,671 | - | $2,013.07 | 35.58% | +0.987% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 145 | $7,564 | $10,785.1 | - | $3,221.1 | 42.58% | +0.067% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 643 | $56,835.08 | $85,473.99 | - | $28,638.91 | 50.39% | +0.805% |
| ALLO Allogene Therapeutics Inc. | 20 | $47 | $26.7 | - | -$20.3 | -43.19% | +2.692% |
| AME Ametek Inc. | 40 | $8,574.42 | $9,816.6 | - | $1,242.18 | 14.49% | -0.573% |
| AVGO Broadcom Inc. | 16 | $4,411 | $5,409.04 | - | $998.04 | 22.63% | -2.364% |
| AVLC Avantis U.S. Large Cap Equity ETF | 144,311 | $9.58M | $13.15M | - | $3.57M | 37.31% | +0.071% |
| BROS Dutch Bros Inc. | 204 | $9,581.35 | $8,296.68 | - | -$1,284.67 | -13.41% | +3.829% |
| CWI SPDR MSCI ACWI ex-US ETF | 289,548 | $7.46M | $11.51M | - | $4.05M | 54.34% | 0.0 |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1,738 | $46,890.88 | $78,288.21 | - | $31,397.33 | 66.96% | +0.356% |
| DGT SPDR Global Dow ETF | 4,867 | $330,088.22 | $919,132.95 | - | $589,044.73 | 178.45% | +1.008% |
| DIVB iShares Core Dividend ETF | 144 | $9,284 | $9,848.16 | - | $564.16 | 6.08% | +1.544% |
| EFA iShares MSCI EAFE ETF | 93,161 | $8.16M | $9.64M | - | $1.48M | 18.16% | +0.672% |
| EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | 3,934 | $167,196.3 | $209,328.14 | - | $42,131.84 | 25.2% | +0.533% |
| EFG iShares MSCI EAFE Growth ETF | 1,500 | $106,664.94 | $178,620 | - | $71,955.06 | 67.46% | +0.515% |
| FNDF Schwab Fundamental International Large Company Index ETF | 197,878 | $6.45M | $10.62M | - | $4.17M | 64.73% | +0.402% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 408,127 | $10.77M | $13.29M | - | $2.53M | 23.47% | +0.68% |
| GE General Electric Company | 62 | $1,925.16 | $19,175.98 | - | $17,250.82 | 896.07% | +0.739% |
| GEV GE Vernova Inc. | 15 | $2,573 | $13,674.6 | - | $11,101.6 | 431.47% | -3.2% |
| HONA Honeywell Aerospace Inc. | 10 | $2,211 | $1,644.08 | - | -$566.92 | -25.64% | +4.899% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Howard Teutsch?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap ETF - $11.62M, Schwab U.S. Large-Cap Growth ETF - $6.37M, ISHARES S&P 500 VALUE ETF - $6.03M, Vanguard Growth ETF - $5.82M, and Vanguard Large-Cap Index Fund ETF Shares - $4.93M. 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: Schwab U.S. REIT ETF - $502,646.91, Meta Platforms Inc Class A - $151,456.9, Tesla, Inc - $37,030.07, Chevron Corporation - $12,680.55, and SPDR Dow Jones Industrial Average ETF Trust - $11,814.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Howard Teutsch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.94M earned over time. The largest contributors to dividend income include SPDR MSCI ACWI ex-US ETF - $2.43M, Vanguard Large-Cap Index Fund ETF Shares - $2.1M, Schwab Fundamental International Large Company Index ETF - $2.04M, ISHARES S&P 500 VALUE ETF - $1.29M, and iShares iBonds Dec 2026 Term Corporate ETF - $1.23M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Howard Teutsch's monthly returns?
Howard Teutsch's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Howard Teutsch's strategy be considered aggressive or moderate?
Howard Teutsch's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Howard Teutsch's strategy?
Howard Teutsch's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
