TR
Tracy Richards Portfolio
Invests via FIDELIS iM LLC | Managed by Keegan Denn
Invests via FIDELIS iM LLC
Managed by Keegan Denn
Automatically Tracked
Tracy Richards Profile
Tracy Richards boasts a dynamic background as an entrepreneurial founder with substantial impact in the technology sector. Having successfully launched several startups, she has focused on developing innovative solutions that enhance digital experiences for consumers and businesses alike. Her extensive experience includes steering product development and market expansion efforts within fast-paced environments, driving growth trajectories that have captured investor interest. With a keen understanding of market demands and technological advancements, her endeavors not only highlight her capabilities as a leader but also position her at the forefront of shaping trends in entrepreneurship.
Tracy Richards boasts a dynamic background as an entrepreneurial founder with substantial impact in the technology sector. Having successfully launched several startups, she has focused on developing innovative solutions that enhance digital experiences for consumers and businesses alike. Her extensive experience includes steering product development and market expansion efforts within fast-paced environments, driving growth trajectories that have captured investor interest. With a keen understanding of market demands and technological advancements, her endeavors not only highlight her capabilities as a leader but also position her at the forefront of shaping trends in entrepreneurship.
Investment Philosophy & Strategy
Market dynamics today create fertile ground for transformative technologies that enhance user engagement. Tracy Richards leverages her entrepreneurial acumen to identify emerging trends, prioritizing innovation and scalability in her ventures. She emphasizes a customer-centric approach, ensuring solutions resonate with both businesses and consumers. Her strategic vision not only encompasses the development of cutting-edge products but also involves fostering partnerships that accelerate market entry and expansion. Through a combination of agile methodologies and data-driven insights, she is adept at navigating competitive landscapes while aligning offerings with evolving consumer expectations.
Market dynamics today create fertile ground for transformative technologies that enhance user engagement. Tracy Richards leverages her entrepreneurial acumen to identify emerging trends, prioritizing innovation and scalability in her ventures. She emphasizes a customer-centric approach, ensuring solutions resonate with both businesses and consumers. Her strategic vision not only encompasses the development of cutting-edge products but also involves fostering partnerships that accelerate market entry and expansion. Through a combination of agile methodologies and data-driven insights, she is adept at navigating competitive landscapes while aligning offerings with evolving consumer expectations.
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:
34.6%
Gain +0.83%
Monthly
0.41%
Yearly
5.02%
Drawdown
19.04%
$291.27M
Equity
Holdings
$291.27M
Investment
$249.53M
$61.45M
Profit +$2.52M
Realized
$19.71M
Unrealized
$41.74M
Dividends
$19.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.83%
Profit
$2.52M
Win %
81%
This Week
Compared To Last Week
Gain
0.87%
Profit
$2.52M
Win %
81%
This Month
Compared to last month
Gain
0.82%
Profit
$2.37M
Win %
81%
This Year
Compared to last year
Gain
6.4%
Profit
$18.08M
Win %
80%
HWM Howmet Aerospace Inc.
+2.51%
+$7,171.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+2.27%
+$243,210.55 
MSFT Microsoft Corp.
+2.15%
+$23,911.94 
SCHE Schwab Emerging Markets Equity ETF
+2.06%
+$119,129.23 
BROS Dutch Bros Inc.
+1.7%
+$6,012.16 
SCHX Schwab U.S. Large-Cap ETF
+1.7%
+$786,508.47 
SPY SPDR S&P 500 ETF Trust
+1.69%
+$5,856.18 
AAPL Apple Inc.
+1.64%
+$7,538.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.41%
+$349,721.46 
VO Vanguard Mid-Cap ETF
+1.34%
+$323,401.08 
SCHA Schwab U.S. Small-Cap ETF
+0.96%
+$284,124.89 
SCHM Schwab U.S. Mid-Cap ETF
+0.96%
+$12,951.99 
TSLA Tesla, Inc.
+0.82%
+$17,396.55 
VB Vanguard Small-Cap ETF
+0.81%
+$12,480 
HD The Home Depot, Inc.
+0.59%
+$3,208.23 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$242,309.84 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.52%
+$134,223.95 
APD Air Products and Chemicals, Inc.
+0.46%
+$979.02 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.09%
+$747.2 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$31,112.77 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$6,641.41 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$2,496.78 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$3,303.42 
Events
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Dividends
Dividend Analysis
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| Trades 338 | Longs Won 221/338 65% | Profit Factor 7.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $834,387.5 |
| Average Win $319,542.16 | Best Trade (Jun 15) $9.86M | Sharpe Ratio -8.14 |
| Average Loss -$78,349.87 | Worst Trade (Mar 31) -$3.45M | Z-Score 2.83 (99.53%) |
| Commissions $0 | Avg. Trade Length 2y 2w 6d | Expectancy $181,810.3 |
| 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 | 3,717 | 3,346 | 2,974 | 2,602 | 2,230 | 1,859 | 1,487 | 1,115 | 743 | 372 |
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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