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:
-5.69%
Gain
Monthly
0.35%
Yearly
4.26%
Drawdown
40.78%
$236.84M
Equity
Holdings
$236.84M
Investment
$157.99M
$127.68M
Profit -$970,004.81
Realized
$48.84M
Unrealized
$78.84M
Dividends
$24.28M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$970,004.81
Win %
82%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$976,076.51
Win %
82%
This Month
Compared to last month
Gain
-0.12%
Profit
-$278,755.67
Win %
82%
This Year
Compared to last year
Gain
-0.24%
Profit
-$546,700.26
Win %
85%
ABM ABM Industries Inc.
+3.21%
+$223.5 
MCD McDonald's Corporation
+2.48%
+$763.28 
KMI Kinder Morgan, Inc.
+1.63%
+$53.02 
BROS Dutch Bros Inc.
+1.39%
+$180.54 
IJS iShares S&P Small-Cap 600 Value ETF
+1.36%
+$2,852.99 
M Macy's Inc.
+1.28%
+$122 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+1.25%
+$1,045.52 
XOM Exxon Mobil Corporation
+1.25%
+$360 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.13%
+$2,230.25 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
+0.96%
+$192.01 
AME Ametek Inc.
+0.87%
+$81.4 
VOE Vanguard Mid-Cap Value ETF
+0.85%
+$18.92 
IWD iShares Russell 1000 Value ETF
+0.75%
+$898.38 
IVE ISHARES S&P 500 VALUE ETF
+0.73%
+$35,030.95 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$16,466.16 
PH Parker-Hannifin Corporation
+0.49%
+$204.16 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.4%
+$51,126.75 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.38%
+$555.36 
VTV Vanguard Value ETF
+0.37%
+$532.98 
IWR iShares Russell Mid-Cap ETF
+0.26%
+$290.64 
MGV Vanguard Mega Cap Value ETF
+0.23%
+$2,643.66 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$5,557.3 
VB Vanguard Small-Cap ETF
+0.14%
+$11,023.05 
SMMD iShares Russell 2500 ETF
+0.09%
+$724.48 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.02%
+$1,742.64 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$2,047.39 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$1,850.96 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$25.34 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
ALLO Allogene Therapeutics Inc.
-7.37%
-$2.8 
GE General Electric Company
-5.81%
-$1,297.35 
AVGO Broadcom Inc.
-4.51%
-$284.64 
GEV GE Vernova Inc.
-3.36%
-$531.9 
SOLS Sollensys Corp
-3.36%
-$10.25 
HONA Honeywell Aerospace Inc.
-3.16%
-$67.1 
NVDA NVIDIA Corporation
-2.61%
-$5,712.38 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$8,545.68 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.55%
-$24,940 
IWO iShares Russell 2000 Growth ETF
-1.47%
-$2,363.16 
IWP iShares Russell Mid-Cap Growth ETF
-1.45%
-$2,243.15 
VBK Vanguard Small-Cap Growth ETF
-1.29%
-$2,552.1 
VUG Vanguard Growth ETF
-1.28%
-$57,921.92 
SCHF Schwab International Equity ETF
-1.22%
-$30,931.22 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.21%
-$131.95 
CWI SPDR MSCI ACWI ex-US ETF
-1.18%
-$145,996.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$18,267.87 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.14%
-$1,832.55 
EFG iShares MSCI EAFE Growth ETF
-1.12%
-$2,047.5 
TSLA Tesla, Inc.
-1.1%
-$335.47 
SCHA Schwab U.S. Small-Cap ETF
-0.98%
-$19,004.98 
FNDF Schwab Fundamental International Large Company Index ETF
-0.83%
-$95,217.54 
EFA iShares MSCI EAFE ETF
-0.82%
-$82,626.22 
IOO iShares Global 100 ETF
-0.81%
-$21,576.35 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$154.65 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.73%
-$1,559.36 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.73%
-$38,414.99 
VT Vanguard Total World Stock ETF
-0.73%
-$2,957.8 
IWL iShares Russell Top 200 ETF
-0.73%
-$100,600.5 
OEF iShares S&P 100 ETF
-0.69%
-$8,018.55 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.64%
-$146,690.59 
VOO Vanguard S&P 500 ETF
-0.58%
-$5,960.37 
IVV iShares Core S&P 500 ETF
-0.58%
-$22,308 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$482.85 
SCHB Schwab U.S. Broad Market ETF
-0.57%
-$38,646.79 
XVV iShares ESG Screened S&P 500
-0.55%
-$888.32 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.55%
-$1,388.8 
AVLC Avantis U.S. Large Cap Equity ETF
-0.54%
-$71,321.46 
SCHX Schwab U.S. Large-Cap ETF
-0.54%
-$79,825.6 
IWB iShares Russell 1000 ETF
-0.5%
-$50,088.48 
SUSA iShares MSCI USA ESG Select ETF
-0.45%
-$681.79 
IDV iShares International Select Dividend ETF
-0.27%
-$384.56 
DGT SPDR Global Dow ETF
-0.26%
-$2,312.31 
IWM iShares Russell 2000 ETF
-0.19%
-$12,201.74 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.18%
-$139.04 
VO Vanguard Mid-Cap ETF
-0.06%
-$4,607.95 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$105.78 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.04%
-$71.11 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$1,967.52 Events
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Dividends
Dividend Analysis
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| Trades 1494 | Longs Won 973/1494 65% | Profit Factor 19.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $527,840.55 |
| Average Win $138,321.23 | Best Trade (Jul 14) $14.64M | Sharpe Ratio -307.67 |
| Average Loss -$13,249.68 | Worst Trade (Jun 30) -$546,671.5 | Z-Score -1.83 (95.14%) |
| Commissions $0 | Avg. Trade Length 2y 8m 5d | Expectancy $85,464.17 |
| 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 | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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