Dave Reichert Portfolio
Invests via Echo45 Advisors LLC | Managed by Jon Henderson, James Sutton
Invests via Echo45 Advisors LLC
Managed by Jon Henderson, James Sutton
Automatically Tracked
Dave Reichert Profile
Dave Reichert is a notable figure in the realm of political leadership and public service, having represented Washington’s 8th congressional district for several terms. His experience as a lawmaker extends into various roles where he focused on community issues and economic growth strategies. Prior to his congressional tenure, he served as sheriff in King County, gaining substantial insight into governance and public safety. With a strong background in problem-solving within complex legislative environments, his influence extends beyond politics into areas involving regional development initiatives. He remains an essential contributor to discussions about bipartisan approaches to pressing challenges.
Dave Reichert is a notable figure in the realm of political leadership and public service, having represented Washington’s 8th congressional district for several terms. His experience as a lawmaker extends into various roles where he focused on community issues and economic growth strategies. Prior to his congressional tenure, he served as sheriff in King County, gaining substantial insight into governance and public safety. With a strong background in problem-solving within complex legislative environments, his influence extends beyond politics into areas involving regional development initiatives. He remains an essential contributor to discussions about bipartisan approaches to pressing challenges.
Investment Philosophy & Strategy
Through a lens of innovative governance, Dave Reichert emphasizes strategic investment in community-based initiatives to drive economic progress. His unique background as a former sheriff equips him with insights into the interconnectedness of public safety and community welfare, shaping his approach to resource allocation. By advocating for bipartisan collaboration, he focuses on addressing systemic challenges while fostering sustainable growth pathways within Washington state. The blend of operational expertise and leadership experience positions him effectively as a catalyst for positive transformation in regional development strategies.
Through a lens of innovative governance, Dave Reichert emphasizes strategic investment in community-based initiatives to drive economic progress. His unique background as a former sheriff equips him with insights into the interconnectedness of public safety and community welfare, shaping his approach to resource allocation. By advocating for bipartisan collaboration, he focuses on addressing systemic challenges while fostering sustainable growth pathways within Washington state. The blend of operational expertise and leadership experience positions him effectively as a catalyst for positive transformation in regional development strategies.
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:
53.4%
Gain -1.03%
Monthly
0.63%
Yearly
7.8%
Drawdown
14.12%
$195.97M
Equity
Holdings
$195.97M
Investment
$151.84M
$46.69M
Profit -$1.53M
Realized
$2.55M
Unrealized
$44.13M
Dividends
$16.86M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.03%
Profit
-$1.53M
Win %
78%
This Week
Compared To Last Week
Gain
-1.06%
Profit
-$2.09M
Win %
78%
This Month
Compared to last month
Gain
-0.61%
Profit
-$1.2M
Win %
78%
This Year
Compared to last year
Gain
1.43%
Profit
$2.77M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$176,611.55 
GOOG Alphabet Inc
+6.88%
+$35,258.95 
GOOGL Alphabet Inc
+6.73%
+$82,959.24 
META Meta Platforms Inc Class A
+3.28%
+$21,569.59 
MSFT Microsoft Corp.
+3.02%
+$52,900.04 
NVDA NVIDIA Corporation
+2.93%
+$42,305.44 
ORLY O'Reilly Automotive Inc.
+2.28%
+$4,352.13 
SMHX VanEck Vectors Semiconductor ETF
+1.69%
+$15,380.82 
GE General Electric Company
+1.42%
+$3,063.27 
KLAC KLA Corporation
+1.38%
+$1,792.81 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$4,093.95 
AMAT Applied Materials, Inc.
+1.18%
+$2,448.51 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$1,828.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$100,339.68 
TSLA Tesla, Inc.
+0.76%
+$3,089.21 
CAT Caterpillar Inc.
+0.7%
+$2,319.03 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$53,206.44 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,022.4 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,030.14 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,272.67 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$45,876.06 
AVGO Broadcom Inc.
+0.37%
+$3,388.32 
TMAT Main Thematic Innovation ETF
+0.37%
+$8,177.44 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,430.34 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$22,251.48 
SECT Main Sector Rotation ETF
+0.34%
+$16,500 
JPM JPMorgan Chase & Co.
+0.27%
+$1,483.32 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$3,039.15 
JNJ Johnson & Johnson
+0.21%
+$743.59 
CB Chubb Limited
+0.15%
+$508.27 
WMT Walmart Inc.
+0.09%
+$440.31 
GDV Gabelli Dividend & Income Trust
+0.07%
+$174.28 
EMBX VanEck Emerging Markets Bond ETF
+0.06%
+$223.11 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$225,853.72 
MU Micron Technology, Inc.
-5.9%
-$17,915.59 
AU AngloGold Ashanti plc
-3.66%
-$23,222.15 
GDX VanEck Gold Miners ETF
-3.49%
-$73,351.65 
TFPM Triple Flag Precious Metals Corp
-2.94%
-$6,039.54 
BITB Bitwise Bitcoin ETF
-2.87%
-$15,504.51 
NODE VanEck Onchain Economy ETF
-2.28%
-$41,541.71 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,760.69 
LRCX Lam Research Corporation
-1.58%
-$3,680.11 
GLD SPDR Gold Shares
-1.49%
-$3,804.73 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$38,591.19 
JOBY Joby Aviation, Inc.
-1.24%
-$1,411.74 
KO The Coca-Cola Company
-1.02%
-$2,304 
XOM Exxon Mobil Corporation
-0.97%
-$2,637.72 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$31,500.1 
MA Mastercard Incorporated
-0.74%
-$2,783.75 
BLK BlackRock, Inc.
-0.73%
-$1,659.84 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$11,004.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$164,664.51 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,794.96 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$2,041.48 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$13,279.65 
LLY Eli Lilly and Company
-0.53%
-$2,507.17 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,057.17 
HD The Home Depot, Inc.
-0.42%
-$1,055.03 
INTL Main International ETF
-0.36%
-$9,275.68 
VXF Vanguard Extended Market ETF
-0.3%
-$20,164.71 
RY Royal Bank of Canada
-0.29%
-$760.07 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$703.75 
VCRB Vanguard Core Bond ETF
-0.25%
-$12,274.22 
COST Costco Wholesale Corporation
-0.24%
-$1,402.18 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$16,400.3 
BUYW Main Buywrite ETF
-0.21%
-$10,325.76 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$8,585.28 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$32,356.98 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$5,827.62 
RAAX VanEck Real Assets ETF
-0.08%
-$790.77 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$3,257.71 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,825.55 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$1,627.29 
V Visa Inc. Class A
-0.04%
-$184.37 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$1,728.38 Events
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Dividends
Dividend Analysis
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| Trades 1065 | Longs Won 672/1065 63% | Profit Factor 4.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $250,369.88 |
| Average Win $92,546.17 | Best Trade (Aug 17) $3.54M | Sharpe Ratio -11.08 |
| Average Loss -$39,454.11 | Worst Trade (Mar 30) -$2.01M | Z-Score 5.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3d | Expectancy $43,836.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,975 | 4,478 | 3,980 | 3,483 | 2,985 | 2,488 | 1,990 | 1,493 | 995 | 498 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,211 | $1.85M | $2.85M | - | $996,612.49 | 53.91% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,815 | $281,162.2 | $274,096.55 | - | -$7,065.65 | -2.51% | -0.256% |
| AMAT Applied Materials, Inc. | 415 | $300,045 | $210,683.05 | - | -$89,361.95 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 407 | $82,796.01 | $193,793.05 | - | $110,997.04 | 134.06% | -1.904% |
| AMZN Amazon.com Inc | 4,895 | $826,123.17 | $1.33M | - | $503,260.88 | 60.92% | +15.321% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 172,838 | $5.07M | $5M | - | -$71,732.1 | -1.41% | -0.035% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 4,572 | $206,288.64 | $160,797.24 | - | -$45,491.4 | -22.05% | +1.15% |
| AU AngloGold Ashanti plc | 7,715 | $624,066.35 | $611,953.8 | - | -$12,112.55 | -1.94% | -3.656% |
| AVGO Broadcom Inc. | 2,353 | $284,567.96 | $915,975.84 | - | $631,407.88 | 221.88% | +0.371% |
| BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 11,697 | $109,475.68 | $326,931.15 | - | $217,455.47 | 198.63% | +1.268% |
| BITB Bitwise Bitcoin ETF | 15,351 | $672,183.66 | $523,929.63 | - | -$148,254.03 | -22.06% | -2.874% |
| BLK BlackRock, Inc. | 208 | $196,867.84 | $226,801.12 | - | $29,933.28 | 15.2% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 769 | $290,035.59 | $393,374.26 | - | $103,338.67 | 35.63% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 97,127 | $7.55M | $7.54M | - | -$17,900.27 | -0.24% | -0.077% |
| BUYW Main Buywrite ETF | 344,192 | $4.75M | $4.99M | - | $232,484.38 | 4.89% | -0.207% |
| CAT Caterpillar Inc. | 409 | $196,079.59 | $333,257.29 | - | $137,177.7 | 69.96% | +0.701% |
| CB Chubb Limited | 959 | $205,063.65 | $336,302.11 | - | $131,238.46 | 64% | +0.151% |
| COST Costco Wholesale Corporation | 615 | $364,242.87 | $585,412.36 | - | $221,169.49 | 60.72% | -0.239% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 16,326 | $5.59M | $8.56M | - | $2.97M | 53.13% | +0.539% |
| EMBX VanEck Emerging Markets Bond ETF | 7,437 | $376,460.79 | $380,476.92 | - | $4,016.13 | 1.07% | +0.059% |
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FAQ
Which stocks have generated the highest profits for Dave Reichert?
The largest contributions to the portfolio's profits come from the following stocks: Invesco NASDAQ 100 ETF - $5.24M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.16M, SPDR Bloomberg Short Term High Yield Bond ETF - $2.13M, SPDR Dow Jones Industrial Average ETF Trust - $1.89M, and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $1.45M. 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: Invesco QQQ Trust, Series 1 - $3.07M, Vanguard Mortgage-Backed Securities Fund - $646,904.54, The Home Depot, Inc - $236,262.56, Salesforce Inc - $215,198.97, and PayPal Holdings Inc - $214,268.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dave Reichert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.86M earned over time. The largest contributors to dividend income include SPDR Bloomberg Short Term High Yield Bond ETF - $2.68M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.34M, Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $2.11M, Vanguard Short-Term Treasury Fund - $1.26M, and Vanguard Short-Term Bond ETF - $1.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dave Reichert's monthly returns?
Dave Reichert's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Dave Reichert's strategy be considered aggressive or moderate?
Dave Reichert'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 Dave Reichert's strategy?
Dave Reichert'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.
