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:
70.98%
Gain +2.58%
Monthly
0.89%
Yearly
11.22%
Drawdown
23.48%
$244.22M
Equity
Holdings
$244.22M
Investment
$157.99M
$135.06M
Profit +$4.31M
Realized
$48.84M
Unrealized
$86.22M
Dividends
$24.36M
Goals
Avg. 78.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.58%
Profit
$4.31M
Win %
83%
This Week
Compared To Last Week
Gain
1.92%
Profit
$4.6M
Win %
83%
This Month
Compared to last month
Gain
3.17%
Profit
$7.5M
Win %
83%
This Year
Compared to last year
Gain
2.86%
Profit
$6.83M
Win %
85%
SOLS Sollensys Corp
+4.84%
+$13.9 
NVDA NVIDIA Corporation
+2.93%
+$5,881.31 
KMI Kinder Morgan, Inc.
+1.64%
+$52.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$22,272 
PH Parker-Hannifin Corporation
+1.43%
+$604.56 
GE General Electric Company
+1.42%
+$311.86 
HONA Honeywell Aerospace Inc.
+1.18%
+$24.2 
IOO iShares Global 100 ETF
+1.15%
+$30,606.1 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$57,245.86 
VUG Vanguard Growth ETF
+1.1%
+$48,095.88 
OEF iShares S&P 100 ETF
+0.95%
+$10,774.41 
IWL iShares Russell Top 200 ETF
+0.87%
+$117,920.74 
GEV GE Vernova Inc.
+0.85%
+$124.65 
MCD McDonald's Corporation
+0.82%
+$255.2 
XVV iShares ESG Screened S&P 500
+0.78%
+$1,221.43 
TSLA Tesla, Inc.
+0.76%
+$181.72 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,250.28 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$592.74 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,188 
AME Ametek Inc.
+0.71%
+$68 
IVV iShares Core S&P 500 ETF
+0.69%
+$25,958.4 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$154,307.9 
ABM ABM Industries Inc.
+0.65%
+$46.5 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$94,852.18 
IWB iShares Russell 1000 ETF
+0.64%
+$62,129.22 
BROS Dutch Bros Inc.
+0.61%
+$81.6 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$39,817.91 
AVLC Avantis U.S. Large Cap Equity ETF
+0.46%
+$59,677.14 
IWD iShares Russell 1000 Value ETF
+0.44%
+$536.13 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.42%
+$353.66 
AVGO Broadcom Inc.
+0.37%
+$23.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$278.08 
VT Vanguard Total World Stock ETF
+0.26%
+$1,054.52 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$294.3 
DGT SPDR Global Dow ETF
+0.14%
+$1,265.42 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$16,360.56 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$184.58 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$3,935.04 
ALLO Allogene Therapeutics Inc.
-4.57%
-$1.8 
XOM Exxon Mobil Corporation
-0.97%
-$306 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$1,395 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$1,177.39 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,157.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$10,665.62 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.65%
-$1,406.2 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$124.11 
EFA iShares MSCI EAFE ETF
-0.62%
-$63,410.82 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$68,471.4 
SCHF Schwab International Equity ETF
-0.58%
-$14,773.12 
IWM iShares Russell 2000 ETF
-0.47%
-$30,018.22 
M Macy's Inc.
-0.44%
-$44 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
-0.4%
-$80.85 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$7,266.61 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$486.21 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$36,883.44 
SMMD iShares Russell 2500 ETF
-0.29%
-$2,354.6 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$321.78 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$459.48 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$518.89 
VTV Vanguard Value ETF
-0.27%
-$388.21 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$476.01 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$5.28 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$2,643.66 
VB Vanguard Small-Cap ETF
-0.22%
-$16,918.59 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$389.28 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.2%
-$284.8 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$9,411.09 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$18.85 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$10,455.84 
IDV iShares International Select Dividend ETF
-0.14%
-$200.64 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,540.48 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$179.2 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$152.05 
VO Vanguard Mid-Cap ETF
-0.05%
-$3,686.36 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$3,475.88 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$4,094.78 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$3.56 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$3,701.92 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$715.74 Events
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Dividends
Dividend Analysis
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| Trades 1494 | Longs Won 1039/1494 69% | Profit Factor 20.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $554,893.17 |
| Average Win $136,688.19 | Best Trade (Aug 17) $15.29M | Sharpe Ratio -22.43 |
| Average Loss -$15,298.75 | Worst Trade (Jun 30) -$546,671.5 | Z-Score 5.97 (100%) |
| Commissions $0 | Avg. Trade Length 2y 8m 1w 4d | Expectancy $90,400.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABM ABM Industries Inc. | 150 | $5,657.93 | $7,186.5 | - | $1,528.57 | 27.02% | +0.651% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 145 | $7,564 | $10,911.25 | - | $3,347.25 | 44.25% | -0.172% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 643 | $56,835.08 | $85,332.54 | - | $28,497.46 | 50.14% | +0.416% |
| ALLO Allogene Therapeutics Inc. | 20 | $47 | $37.6 | - | -$9.4 | -20% | -4.569% |
| AME Ametek Inc. | 40 | $8,574.42 | $9,668.4 | - | $1,093.98 | 12.76% | +0.708% |
| AVGO Broadcom Inc. | 16 | $4,411 | $6,228.48 | - | $1,817.48 | 41.2% | +0.371% |
| AVLC Avantis U.S. Large Cap Equity ETF | 145,554 | $9.65M | $12.99M | - | $3.33M | 34.53% | +0.462% |
| BROS Dutch Bros Inc. | 204 | $9,581.35 | $13,429.32 | - | $3,847.97 | 40.16% | +0.611% |
| CWI SPDR MSCI ACWI ex-US ETF | 307,362 | $7.92M | $12.37M | - | $4.45M | 56.23% | -0.297% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1,738 | $46,890.88 | $77,323.62 | - | $30,432.74 | 64.9% | +0.361% |
| DGT SPDR Global Dow ETF | 4,867 | $330,088.22 | $913,389.89 | - | $583,301.67 | 176.71% | +0.139% |
| EFA iShares MSCI EAFE ETF | 96,077 | $8.35M | $10.14M | - | $1.8M | 21.52% | -0.621% |
| EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | 3,917 | $166,285.6 | $214,067.97 | - | $47,782.37 | 28.74% | -0.653% |
| EFG iShares MSCI EAFE Growth ETF | 1,500 | $106,664.94 | $182,145 | - | $75,480.06 | 70.76% | -0.76% |
| FNDF Schwab Fundamental International Large Company Index ETF | 213,972 | $6.98M | $11.56M | - | $4.58M | 65.55% | -0.589% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 409,014 | $10.78M | $12.98M | - | $2.2M | 20.42% | +0.126% |
| GE General Electric Company | 62 | $1,925.16 | $22,324.34 | - | $20,399.18 | 1,059.61% | +1.417% |
| GEV GE Vernova Inc. | 15 | $2,573 | $14,854.35 | - | $12,281.35 | 477.32% | +0.846% |
| HONA Honeywell Aerospace Inc. | 10 | $2,211 | $2,067.4 | - | -$143.6 | -6.49% | +1.184% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 409,478 | $10.34M | $9.93M | - | -$409,794.92 | -3.96% | -0.041% |
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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 - $11.52M, Schwab U.S. Large-Cap Growth ETF - $6.31M, ISHARES S&P 500 VALUE ETF - $6.01M, Vanguard Growth ETF - $5.78M, and Vanguard Large-Cap Index Fund ETF Shares - $4.73M. 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 $24.36M 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 - $2.04M, Schwab Fundamental International Large Company Index ETF - $2.04M, ISHARES S&P 500 VALUE ETF - $1.27M, and iShares iBonds Dec 2025 Term Corporate ETF - $1.22M. 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 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.
