RIG
R.H. Investment Group LLC Portfolio
Invests via R.H. Investment Group LLC | Managed by Ehren McCain Haymore
Invests via R.H. Investment Group LLC
Managed by Ehren McCain Haymore
Automatically Tracked
Company Profile
Privately held real estate investment and asset management firm focusing on value-add and opportunistic multifamily and commercial properties in regional US markets. R.H. Investment Group LLC deploys equity and joint-venture capital, targeting cash flow, renovation-led rent growth, and moderate leverage. The firm supports acquisitions, property management, and dispositions, positioning itself for institutional partnerships and repeatable regional scale across secondary and tertiary metros.
Privately held real estate investment and asset management firm focusing on value-add and opportunistic multifamily and commercial properties in regional US markets. R.H. Investment Group LLC deploys equity and joint-venture capital, targeting cash flow, renovation-led rent growth, and moderate leverage. The firm supports acquisitions, property management, and dispositions, positioning itself for institutional partnerships and repeatable regional scale across secondary and tertiary metros.
Investment Philosophy & Strategy
Privately held real estate investment and asset management firm focusing on value-add and opportunistic multifamily and commercial properties in regional US markets. R.H. Investment Group LLC deploys equity and joint-venture capital, targeting cash flow, renovation-led rent growth, and moderate leverage. The firm supports acquisitions, property management, and dispositions, positioning itself for institutional partnerships and repeatable regional scale across secondary and tertiary metros.
Privately held real estate investment and asset management firm focusing on value-add and opportunistic multifamily and commercial properties in regional US markets. R.H. Investment Group LLC deploys equity and joint-venture capital, targeting cash flow, renovation-led rent growth, and moderate leverage. The firm supports acquisitions, property management, and dispositions, positioning itself for institutional partnerships and repeatable regional scale across secondary and tertiary metros.
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:
31.57%
Gain +0.85%
Monthly
1.28%
Yearly
16.57%
Drawdown
12.45%
$145.25M
Equity
Holdings
$145.25M
Investment
$113.66M
$32.28M
Profit +$1.1M
Realized
$692,695.03
Unrealized
$31.58M
Dividends
$4.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.85%
Profit
$1.1M
Win %
76%
This Week
Compared To Last Week
Gain
2.18%
Profit
$3.11M
Win %
76%
This Month
Compared to last month
Gain
4.91%
Profit
$6.8M
Win %
76%
This Year
Compared to last year
Gain
9.4%
Profit
$12.48M
Win %
76%
UNH UnitedHealth Group Incorporated
+4.37%
+$156,841.8 
AMGN Amgen Inc.
+2.9%
+$178,718.71 
TMO Thermo Fisher Scientific Inc.
+2.87%
+$176,942.31 
ADP Automatic Data Processing Inc.
+2.39%
+$122,489.22 
WMT Walmart Inc.
+2.27%
+$164,806.08 
DEO Diageo plc Sponsored ADR
+2.11%
+$52,583.07 
MCD McDonald's Corporation
+2.02%
+$59,072.67 
MA Mastercard Incorporated
+1.88%
+$141,823.1 
USB U.S. Bancorp
+1.55%
+$72,892.08 
VZ Verizon Communications Inc.
+1.41%
+$5,187.5 
JNJ Johnson & Johnson
+1.31%
+$86,296.95 
PG Procter & Gamble Co
+1.14%
+$46,693.94 
WFC Wells Fargo & Company
+1.06%
+$59,904.16 
IWS iShares Russell Mid-Cap Value ETF
+1.02%
+$4,502.4 
IWN iShares Russell 2000 Value ETF
+0.98%
+$3,484.32 
PEP PepsiCo, Inc.
+0.69%
+$1,673.2 
IWD iShares Russell 1000 Value ETF
+0.66%
+$8,672.16 
IWO iShares Russell 2000 Growth ETF
+0.61%
+$2,335.85 
GOOGL Alphabet Inc
+0.58%
+$11,596.76 
PFF iShares Preferred and Income Securities ETF
+0.55%
+$1,584 
GOOG Alphabet Inc
+0.52%
+$39,476.88 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$20,999.78 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.19%
+$6,241.61 
UNP Union Pacific Corporation
+0.12%
+$5,996.12 
VOO Vanguard S&P 500 ETF
+0.12%
+$3,396.16 
AAPL Apple Inc.
+0.06%
+$4,362.62 
EPD Enterprise Products Partners L.P.
+0.06%
+$2,679.3 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$281 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$101.33 
CRWD CrowdStrike Holdings, Inc.
-2.66%
-$11,306.94 
PM Philip Morris International Inc.
-1.71%
-$154,366.08 
NVDA NVIDIA Corporation
-1.59%
-$8,927.37 
XOM Exxon Mobil Corporation
-1.33%
-$83,027.66 
TSLA Tesla, Inc.
-1.31%
-$2,448.29 
XLK State Street Technology Select Sector SPDR ETF
-1.16%
-$9,578.1 
PLTR Palantir Technologies Inc.
-1.06%
-$5,350 
AXON Axon Enterprise, Inc.
-1.06%
-$1,918.19 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$1,915.2 
IWF iShares Russell 1000 Growth ETF
-0.4%
-$5,296 
GOSS Gossamer Bio Inc.
-0.39%
-$11.97 
JPM JPMorgan Chase & Co.
-0.38%
-$9,459.2 
IWP iShares Russell Mid-Cap Growth ETF
-0.34%
-$1,451.76 
TRV The Travelers Companies, Inc.
-0.34%
-$25,636.42 
NFG National Fuel Gas Company
-0.3%
-$643.2 
COP ConocoPhillips
-0.14%
-$9,839.59 
SO The Southern Company
-0.12%
-$254.87 
AMZN Amazon.com Inc
-0.11%
-$366.51 Events
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Dividends
Dividend Analysis
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| Trades 178 | Longs Won 138/178 77% | Profit Factor 10.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $601,534.31 |
| Average Win $258,797.66 | Best Trade (Oct 14) $3.58M | Sharpe Ratio -12.72 |
| Average Loss -$85,948.89 | Worst Trade (Oct 14) -$809,578.66 | Z-Score 9.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 5d | Expectancy $181,326.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,689 | 1,520 | 1,351 | 1,182 | 1,014 | 845 | 676 | 507 | 338 | 169 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,812 | $5.45M | $7.49M | - | $2.03M | 37.28% | +0.058% |
| ADP Automatic Data Processing Inc. | 18,282 | $5.28M | $5.25M | - | -$36,506.98 | -0.69% | +2.39% |
| AMGN Amgen Inc. | 14,477 | $3.78M | $6.35M | - | $2.57M | 68.12% | +2.897% |
| AMZN Amazon.com Inc | 1,286 | $267,835.22 | $326,380.37 | - | $58,545.15 | 21.86% | -0.112% |
| AXON Axon Enterprise, Inc. | 443 | $248,350 | $179,011.87 | - | -$69,338.13 | -27.92% | -1.06% |
| BRK-B Berkshire Hathaway Inc. | 11,200 | $5.08M | $5.92M | - | $839,221.61 | 16.53% | +0.356% |
| COP ConocoPhillips | 47,998 | $4.79M | $6.82M | - | $2.04M | 42.51% | -0.144% |
| CRWD CrowdStrike Holdings, Inc. | 1,708 | $325,860.78 | $414,480.36 | - | $88,619.58 | 27.2% | -2.656% |
| DEO Diageo plc Sponsored ADR | 27,035 | $3.24M | $2.54M | - | -$702,962.4 | -21.68% | +2.114% |
| EPD Enterprise Products Partners L.P. | 133,965 | $4.21M | $4.8M | - | $584,229.47 | 13.87% | +0.056% |
| GOOG Alphabet Inc | 22,054 | $4.22M | $7.62M | - | $3.4M | 80.74% | +0.521% |
| GOOGL Alphabet Inc | 5,741 | $1.09M | $2.01M | - | $920,626.98 | 84.71% | +0.581% |
| GOSS Gossamer Bio Inc. | 341.9 | $8,639.47 | $3,032.65 | - | -$5,606.82 | -64.9% | -0.393% |
| IWD iShares Russell 1000 Value ETF | 5,162 | $1.15M | $1.32M | - | $175,146.56 | 15.29% | +0.661% |
| IWF iShares Russell 1000 Growth ETF | 10,592 | $1.17M | $1.31M | - | $137,515.94 | 11.72% | -0.402% |
| IWN iShares Russell 2000 Value ETF | 1,708 | $338,918 | $358,253 | - | $19,335 | 5.7% | +0.982% |
| IWO iShares Russell 2000 Growth ETF | 1,123 | $352,408.63 | $387,333.93 | - | $34,925.3 | 9.91% | +0.607% |
| IWP iShares Russell Mid-Cap Growth ETF | 3,156 | $418,801 | $428,900.4 | - | $10,099.4 | 2.41% | -0.337% |
| IWS iShares Russell Mid-Cap Value ETF | 2,688 | $408,173 | $446,087.04 | - | $37,914.04 | 9.29% | +1.02% |
| JNJ Johnson & Johnson | 25,915 | $3.78M | $6.67M | - | $2.89M | 76.55% | +1.311% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for R.H. Investment Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: The Travelers Companies, Inc - $624,175.7, VANGUARD TOTAL STOCK MKT ETF - $555,755.12, Philip Morris International Inc - $499,657.01, Enterprise Products Partners L.P - $318,306.18, and U.S. Bancorp - $308,843.54. 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: FedEx Corporation - $627,657.57, The Clorox Company - $98,680, and Blackstone Inc - $60,624. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does R.H. Investment Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.15M earned over time. The largest contributors to dividend income include Philip Morris International Inc - $449,741.31, Enterprise Products Partners L.P - $312,744.18, U.S. Bancorp - $298,913.28, ConocoPhillips - $268,170, and Exxon Mobil Corporation - $252,607.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are R.H. Investment Group LLC's monthly returns?
R.H. Investment Group LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can R.H. Investment Group LLC's strategy be considered aggressive or moderate?
R.H. Investment Group LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow R.H. Investment Group LLC's strategy?
R.H. Investment Group LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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