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:
44.69%
Gain -0.76%
Monthly
0.57%
Yearly
7.09%
Drawdown
14.09%
$189.67M
Equity
Holdings
$189.67M
Investment
$151.84M
$40.89M
Profit -$1.06M
Realized
$3.06M
Unrealized
$37.83M
Dividends
$16.48M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.76%
Profit
-$1.06M
Win %
78%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.52M
Win %
78%
This Month
Compared to last month
Gain
-1.83%
Profit
-$3.53M
Win %
78%
This Year
Compared to last year
Gain
-1.83%
Profit
-$3.53M
Win %
79%
NODE VanEck Onchain Economy ETF
+5.03%
+$89,079.12 
AMD Advanced Micro Devices, Inc.
+3.76%
+$7,590.55 
MU Micron Technology, Inc.
+2.95%
+$8,699.29 
JOBY Joby Aviation, Inc.
+2.7%
+$3,058.77 
AVGO Broadcom Inc.
+2.23%
+$19,447.54 
BITB Bitwise Bitcoin ETF
+1.69%
+$9,057.09 
MSFT Microsoft Corp.
+1.6%
+$24,469.2 
GOOG Alphabet Inc
+1.29%
+$6,861.45 
GOOGL Alphabet Inc
+1.17%
+$15,026.44 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.96%
+$61,191.57 
XOM Exxon Mobil Corporation
+0.95%
+$2,413.6 
SMHX VanEck Vectors Semiconductor ETF
+0.94%
+$8,773.83 
AMZN Amazon.com Inc
+0.8%
+$9,692.1 
V Visa Inc. Class A
+0.74%
+$3,503.22 
NLR VanEck Uranium and Nuclear ETF
+0.68%
+$17,908.33 
TMAT Main Thematic Innovation ETF
+0.51%
+$11,624.8 
TFPM Triple Flag Precious Metals Corp
+0.49%
+$937.17 
MA Mastercard Incorporated
+0.48%
+$1,702.99 
QQQM Invesco NASDAQ 100 ETF
+0.35%
+$27,848.36 
NVDA NVIDIA Corporation
+0.34%
+$5,112.28 
HGER Harbor Commodity All-Weather Fund
+0.22%
+$9,652.07 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$16,126.02 
RAAX VanEck Real Assets ETF
+0.13%
+$1,317.95 
KO The Coca-Cola Company
+0.06%
+$115.2 
MOAT VanEck Morningstar Wide Moat Fund
+0.05%
+$633.15 
BRK-B Berkshire Hathaway Inc.
+0.05%
+$173.03 
BUYW Main Buywrite ETF
+0.04%
+$1,996.31 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.02%
+$58.48 
META Meta Platforms Inc Class A
+0.01%
+$85.4 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
-3.85%
-$64,192.8 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-2.92%
-$5,120.64 
TSLA Tesla, Inc.
-2.54%
-$12,658.02 
GE General Electric Company
-2.5%
-$5,319.55 
AAPL Apple Inc.
-2.48%
-$76,082.77 
LLY Eli Lilly and Company
-2.33%
-$11,239.32 
LRCX Lam Research Corporation
-2.15%
-$5,269.59 
RY Royal Bank of Canada
-2.15%
-$5,762.75 
AU AngloGold Ashanti plc
-2.11%
-$12,498.3 
HD The Home Depot, Inc.
-2.06%
-$5,305.41 
CAT Caterpillar Inc.
-1.88%
-$6,777.17 
KLAC KLA Corporation
-1.8%
-$2,764.8 
WMT Walmart Inc.
-1.71%
-$8,585.85 
HSBC HSBC Holdings plc Sponsored ADR
-1.66%
-$5,088.49 
ORLY O'Reilly Automotive Inc.
-1.61%
-$3,039.93 
JNJ Johnson & Johnson
-1.55%
-$5,506.79 
BLK BlackRock, Inc.
-1.08%
-$2,404.48 
GS The Goldman Sachs Group, Inc.
-1.05%
-$3,101.01 
COST Costco Wholesale Corporation
-0.88%
-$5,070.68 
TMO Thermo Fisher Scientific Inc.
-0.85%
-$1,949.54 
JPM JPMorgan Chase & Co.
-0.82%
-$4,402.62 
GDV Gabelli Dividend & Income Trust
-0.76%
-$1,960.65 
TLH iShares 10-20 Year Treasury Bond ETF
-0.64%
-$15,332.08 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.64%
-$54,365.58 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.63%
-$27,365.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.57%
-$140,141.2 
GDX VanEck Gold Miners ETF
-0.55%
-$10,674.3 
VOE Vanguard Mid-Cap Value ETF
-0.44%
-$30,409.52 
VXF Vanguard Extended Market ETF
-0.4%
-$26,980.95 
AMAT Applied Materials, Inc.
-0.38%
-$825.85 
RSP Invesco S&P 500 Equal Weight ETF
-0.36%
-$67,774.62 
INTL Main International ETF
-0.34%
-$8,714.04 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$760.05 
VCRB Vanguard Core Bond ETF
-0.27%
-$13,043.94 
IWO iShares Russell 2000 Growth ETF
-0.27%
-$11,266.05 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.25%
-$8,950.09 
GLD SPDR Gold Shares
-0.24%
-$588.98 
SCHB Schwab U.S. Broad Market ETF
-0.16%
-$537.39 
EMBX VanEck Emerging Markets Bond ETF
-0.14%
-$525.05 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.12%
-$681.8 
IVV iShares Core S&P 500 ETF
-0.1%
-$294.27 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.09%
-$4,320.95 
SECT Main Sector Rotation ETF
-0.09%
-$4,125 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$6,313.26 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$4,354.18 
CB Chubb Limited
-0.05%
-$163.03 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$1,642.99 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$2,076.76 Events
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Dividends
Dividend Analysis
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| Trades 1065 | Longs Won 661/1065 62% | Profit Factor 3.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $229,236.03 |
| Average Win $84,663.87 | Best Trade (Jul 20) $3.25M | Sharpe Ratio -11.23 |
| Average Loss -$37,302.01 | Worst Trade (Mar 30) -$2.01M | Z-Score -0.98 (67.11%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 2d | Expectancy $38,397 |
| 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 | 5,076 | 4,569 | 4,061 | 3,553 | 3,046 | 2,538 | 2,030 | 1,523 | 1,015 | 508 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.07M, 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 - $3.08M, Vanguard Mortgage-Backed Securities Fund - $646,904.54, The Home Depot, Inc - $236,262.56, PayPal Holdings Inc - $214,268.34, and Meta Platforms Inc Class A - $210,930.57. 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 $16.48M earned over time. The largest contributors to dividend income include SPDR Bloomberg Short Term High Yield Bond ETF - $2.62M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.34M, Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $2.11M, Vanguard Short-Term Treasury Fund - $1.22M, and Vanguard Short-Term Bond ETF - $991,435.2. 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.
