TT
Thaddeus Toal Portfolio
Invests via RCS Financial Planning LLC | Managed by Thaddeus N. Toal Jr.
Invests via RCS Financial Planning LLC
Managed by Thaddeus N. Toal Jr.
Automatically Tracked
Thaddeus Toal Profile
Thaddeus Toal has established a notable presence in the investment landscape through his extensive experience as an operating executive. With a strong background in scaling businesses, he has navigated various leadership roles that emphasize operational efficiency and market growth. His focus on strategic development positions him to enhance corporate value, driving both innovation and competitive advantage within his organizations. Recognized for fostering robust partnerships, Toal plays an instrumental role in optimizing performance across diverse sectors. His adeptness at aligning operational goals with market dynamics makes him a significant contributor to the advancement of emerging ventures.
Thaddeus Toal has established a notable presence in the investment landscape through his extensive experience as an operating executive. With a strong background in scaling businesses, he has navigated various leadership roles that emphasize operational efficiency and market growth. His focus on strategic development positions him to enhance corporate value, driving both innovation and competitive advantage within his organizations. Recognized for fostering robust partnerships, Toal plays an instrumental role in optimizing performance across diverse sectors. His adeptness at aligning operational goals with market dynamics makes him a significant contributor to the advancement of emerging ventures.
Investment Philosophy & Strategy
Risk is a pivotal consideration in Thaddeus Toal's investment approach, derived from his background as an operational executive. His keen insights into market fluctuations inform decisions that focus on sustainable growth strategies while minimizing exposure to volatile assets. By harnessing his extensive expertise in business scaling and strategic development, he seeks investments that not only demonstrate sound fundamentals but also possess robust operational models. This method facilitates the identification of opportunities poised for turnaround or expansion, providing a foundation for long-term corporate value creation.
Risk is a pivotal consideration in Thaddeus Toal's investment approach, derived from his background as an operational executive. His keen insights into market fluctuations inform decisions that focus on sustainable growth strategies while minimizing exposure to volatile assets. By harnessing his extensive expertise in business scaling and strategic development, he seeks investments that not only demonstrate sound fundamentals but also possess robust operational models. This method facilitates the identification of opportunities poised for turnaround or expansion, providing a foundation for long-term corporate value creation.
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:
52.65%
Gain -0.11%
Monthly
1.19%
Yearly
15.2%
Drawdown
15.66%
$214.01M
Equity
Holdings
$214.01M
Investment
$167.75M
$70.51M
Profit -$167,713.06
Realized
$24.25M
Unrealized
$46.26M
Dividends
$15.2M
Goals
Avg. 63.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$167,713.06
Win %
72%
This Week
Compared To Last Week
Gain
1.85%
Profit
$3.89M
Win %
72%
This Month
Compared to last month
Gain
1.85%
Profit
$3.89M
Win %
72%
This Year
Compared to last year
Gain
1.36%
Profit
$2.87M
Win %
76%
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$149,076.48 
NVDA NVIDIA Corporation
+2.93%
+$7,383.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$16,967.04 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$5,259.53 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$9,742.97 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$3,580.21 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$11,404.56 
VUG Vanguard Growth ETF
+1.1%
+$43,512.84 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$9,369.36 
OEF iShares S&P 100 ETF
+0.95%
+$5,913.12 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$3,403.66 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$9,201.86 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$3,313.83 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,081.57 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,744.77 
TOPT iShares Top 20 U.S. Stocks ETF
+0.71%
+$4,527.09 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$11,798.9 
IVV iShares Core S&P 500 ETF
+0.69%
+$27,325.44 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$6,479.79 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$2,085.7 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$2,485.68 
FDMO Fidelity Momentum Factor ETF
+0.59%
+$4,310.82 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,700.18 
FVAL Fidelity Value Factor ETF
+0.57%
+$2,400.27 
AVUS Avantis U.S. Equity ETF
+0.57%
+$3,615.12 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$14,140.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,272.92 
FDRR Fidelity Dividend ETF for Rising Rates
+0.5%
+$4,636.58 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$6,322.4 
FQAL Fidelity Quality Factor ETF
+0.48%
+$1,001.52 
IYW iShares U.S. Technology ETF
+0.46%
+$1,375.9 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$4,453.83 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$24,881.44 
CSX CSX Corporation
+0.42%
+$2,740.5 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$2,962.56 
PG Procter & Gamble Co
+0.37%
+$1,047.81 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$111,782.08 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$819.41 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$1,512.29 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$769.99 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$2,443.26 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$967.58 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$288.12 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$260.73 
SPHB Invesco S&P 500 High Beta ETF
+0.05%
+$274.02 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$290.48 
FLDB Fidelity Low Duration Bond ETF
+0.02%
+$67.79 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$135.41 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$327,930.48 
FDEV Fidelity International Multi-Asset Fund
-0.83%
-$6,584.4 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$6,531.39 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$1,842 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$1,863.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$14,501.73 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$4,201.77 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$6,001.38 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$2,201.98 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$3,885.44 
SCHF Schwab International Equity ETF
-0.58%
-$5,980.16 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$67,530.76 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,486.09 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$5,021.54 
DFAR Dimensional US Real Estate ETF
-0.52%
-$9,770.04 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$5,170.44 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$14,938.5 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$1,245.27 
FIVA Fidelity International Value Factor ETF
-0.46%
-$4,669.97 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$2,216.72 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$1,188.52 
FDVV Fidelity High Dividend ETF
-0.35%
-$1,799.6 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$778.56 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$2,462.18 
FSEC Fidelity Investment Grade Securitized ETF
-0.3%
-$3,522.61 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$49,677.48 
FBND Fidelity Total Bond ETF
-0.27%
-$44,575.8 
VTV Vanguard Value ETF
-0.27%
-$7,499.36 
DUHP Dimensional US High Profitability ETF
-0.27%
-$29,273.86 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,687.29 
VB Vanguard Small-Cap ETF
-0.22%
-$1,420.28 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$3,326.9 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,158.97 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$2,201.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$603.72 
JBND JPMorgan Active Bond ETF
-0.21%
-$1,013.21 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$556.35 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$559.2 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,954.76 
DGCB Dimensional Global Credit Fund
-0.18%
-$523.87 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$2,331.96 
FCOR Fidelity Corporate Bond ETF
-0.16%
-$1,169.47 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$792.32 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$228.03 
MUB iShares National Muni Bond ETF
-0.11%
-$2,763 
LMUB iShares Long-Term National Muni Bond ETF
-0.1%
-$515.85 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$4,748.95 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,109.76 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$4,816.35 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.06%
-$301.25 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$266.24 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$1,251.51 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1031 | Longs Won 823/1031 79% | Profit Factor 61.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $319,187.46 |
| Average Win $87,092.49 | Best Trade (Aug 05) $7.77M | Sharpe Ratio -9.23 |
| Average Loss -$5,597.21 | Worst Trade (Aug 02) -$108,358.44 | Z-Score 7.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 4d | Expectancy $68,392.72 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Thaddeus Toal?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $4.55M, Dimensional U.S. Core Equity 2 ETF - $3.32M, Dimensional Core Fixed Income ETF - $3.01M, Dimensional International Core Equity Market ETF - $1.94M, and Dimensional Short-Duration Fixed Income ETF - $1.77M. 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: Exxon Mobil Corporation - $31,648.73 and Vanguard Long-Term Bond ETF - $7,924.17. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thaddeus Toal's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.2M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $3.02M, Dimensional Short-Duration Fixed Income ETF - $1.59M, Fidelity Total Bond ETF - $1.14M, Dimensional International Core Equity Market ETF - $915,506.33, and Dimensional U.S. Core Equity 2 ETF - $875,332.37. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thaddeus Toal's monthly returns?
Thaddeus Toal'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 Thaddeus Toal's strategy be considered aggressive or moderate?
Thaddeus Toal'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 Thaddeus Toal's strategy?
Thaddeus Toal'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.
