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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:
30.22%
Gain +0.66%
Monthly
0.8%
Yearly
10.08%
Drawdown
11.44%
$211.93M
Equity
Holdings
$211.93M
Investment
$166.41M
$68.33M
Profit +$1.56M
Realized
$22.81M
Unrealized
$45.52M
Dividends
$14.16M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.66%
Profit
$1.56M
Win %
80%
This Week
Compared To Last Week
Gain
0.79%
Profit
$1.66M
Win %
80%
This Month
Compared to last month
Gain
0.65%
Profit
$1.37M
Win %
80%
This Year
Compared to last year
Gain
2.49%
Profit
$3.46M
Win %
81%
BAI iShares A.I. Innovation and Tech Active ETF
+6.46%
+$31,843.3 
XLK State Street Technology Select Sector SPDR ETF
+3.78%
+$21,878.67 
IYW iShares U.S. Technology ETF
+3.73%
+$17,484.82 
SPHB Invesco S&P 500 High Beta ETF
+3.71%
+$17,174.7 
SPMO Invesco S&P 500 Momentum ETF
+3.52%
+$27,888.08 
DEHP Dimensional Emerging Markets High Profitability ETF
+3.27%
+$15,496.65 
DFAE Dimensional Emerging Core Equity Market ETF
+3.12%
+$34,508.75 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+3.03%
+$199,251.39 
MTUM iShares MSCI USA Momentum Factor ETF
+2.85%
+$10,716.04 
VUG Vanguard Growth ETF
+2.81%
+$113,328 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.76%
+$33,939.27 
DFEV Dimensional Emerging Markets Value ETF
+2.68%
+$10,760.55 
BLCR iShares Large Cap Core ACT ETF
+2.44%
+$9,374.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+2.39%
+$24,001.6 
FDMO Fidelity Momentum Factor ETF
+2.35%
+$19,913.6 
USXF iShares ESG Aware MSCI USA ETF
+2.25%
+$13,437.56 
IEMG iShares Core MSCI Emerging Markets ETF
+2.23%
+$23,255.76 
VWO Vanguard FTSE Emerging Markets ETF
+2.17%
+$21,928.71 
SPEM SPDR Portfolio Emerging Markets ETF
+2.03%
+$9,006.82 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.97%
+$23,785.67 
OEF iShares S&P 100 ETF
+1.82%
+$12,355.7 
AAPL Apple Inc.
+1.82%
+$69,452.41 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.77%
+$16,825.02 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$4,224.85 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.68%
+$18,257.06 
ESGU iShares ESG Aware MSCI USA ETF
+1.63%
+$28,092.24 
DUHP Dimensional US High Profitability ETF
+1.58%
+$168,181 
DFAU Dimensional US Core Equity Market ETF
+1.58%
+$41,053.23 
DSI iShares MSCI KLD 400 Social ETF
+1.58%
+$12,483.54 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.52%
+$4,351.1 
IVV iShares Core S&P 500 ETF
+1.5%
+$50,164.62 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+1.5%
+$19,387.27 
CRWD CrowdStrike Holdings, Inc.
+1.48%
+$79,221.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.43%
+$4,788.49 
AVUS Avantis U.S. Equity ETF
+1.33%
+$8,502.39 
DCOR Dimensional US Core Equity 1 ETF
+1.25%
+$9,443.16 
SCHF Schwab International Equity ETF
+1.23%
+$12,913.54 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.2%
+$361,989.57 
AVDV Avantis International Small Cap Value ETF
+1.2%
+$38,348.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.17%
+$27,495.72 
FQAL Fidelity Quality Factor ETF
+1.17%
+$5,727.25 
QUAL iShares MSCI USA Quality Factor ETF
+1.06%
+$17,289.5 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.99%
+$2,344.64 
FDRR Fidelity Dividend ETF for Rising Rates
+0.74%
+$6,698.05 
VB Vanguard Small-Cap ETF
+0.69%
+$4,402.22 
PG Procter & Gamble Co
+0.57%
+$1,573.37 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$2,831.53 
FIVA Fidelity International Value Factor ETF
+0.54%
+$4,315.06 
VTV Vanguard Value ETF
+0.53%
+$14,608.63 
DFIC Dimensional International Core Equity Market ETF
+0.53%
+$60,769.39 
FDVV Fidelity High Dividend ETF
+0.49%
+$3,093 
DFAI Dimensional International Core Equity Market ETF
+0.45%
+$2,985.66 
DIHP Dimensional International High Profitability Portfolio
+0.43%
+$1,709.85 
DISV Dimensional International Small Cap Equity Fund
+0.39%
+$3,997.78 
FSEC Fidelity Investment Grade Securitized ETF
+0.27%
+$3,249.84 
EFG iShares MSCI EAFE Growth ETF
+0.23%
+$1,962.8 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.23%
+$710.24 
DFLV Dimensional US Large Cap Value ETF
+0.23%
+$1,046.97 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.19%
+$1,021.77 
IAGG iShares International Aggregate Bond Fund
+0.14%
+$876.89 
MUB iShares National Muni Bond ETF
+0.11%
+$2,797.73 
FBND Fidelity Total Bond ETF
+0.11%
+$18,404.75 
IUSB iShares Core Universal USD Bond ETF
+0.11%
+$1,393.37 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.1%
+$293.76 
VTEB Vanguard Tax-Exempt Bond ETF
+0.1%
+$4,702 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.09%
+$689.22 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.08%
+$384.82 
LMUB iShares Long-Term National Muni Bond ETF
+0.08%
+$390.92 
JBND JPMorgan Active Bond ETF
+0.07%
+$364.52 
FCOR Fidelity Corporate Bond ETF
+0.07%
+$559.34 
DGCB Dimensional Global Credit Fund
+0.07%
+$388.65 
DFCF Dimensional Core Fixed Income ETF
+0.07%
+$12,366.84 
GOVT iShares U.S. Treasury Bond ETF
+0.07%
+$140.7 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$823.05 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.06%
+$4,875.45 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.06%
+$615.96 
TLH iShares 10-20 Year Treasury Bond ETF
+0.06%
+$193.2 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$797.16 
FLDB Fidelity Low Duration Bond ETF
+0.05%
+$168.72 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.03%
+$421.97 
BNDX Vanguard Total International Bond ETF
+0.02%
+$153.74 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.02%
+$113.15 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$97.08 
FLDR Fidelity Low Duration Bond ETF
0%
$0 
XOM Exxon Mobil Corporation
-4.14%
-$7,387.16 
EFV iShares MSCI EAFE Value ETF
-2.43%
-$30,424.34 
IEFA iShares Core MSCI EAFE ETF
-1.01%
-$9,462.42 
AVUV Avantis U.S. Small Cap Value ETF
-0.96%
-$8,851.2 
DFSV Dimensional US Small Cap Value ETF
-0.92%
-$106,593.12 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.92%
-$5,899.5 
DFAR Dimensional US Real Estate ETF
-0.86%
-$15,736.14 
RPV Invesco S&P 500 Pure Value ETF
-0.86%
-$2,871.43 
FDEV Fidelity International Multi-Asset Fund
-0.39%
-$3,595.53 
CSX CSX Corporation
-0.38%
-$2,349 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.1%
-$288.66 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.09%
-$261.58 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.07%
-$159.3 
BLV Vanguard Long-Term Bond ETF
-0.01%
-$39.8 Events
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Dividends
Dividend Analysis
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| Trades 935 | Longs Won 764/935 81% | Profit Factor 96.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $315,661.1 |
| Average Win $90,374.95 | Best Trade (Jun 15) $7.37M | Sharpe Ratio -8.73 |
| Average Loss -$4,173.94 | Worst Trade (Dec 31) -$61,720.95 | Z-Score 13.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 4d | Expectancy $73,083.12 |
| 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 | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
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Returns
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