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:
58.57%
Gain +0.09%
Monthly
1.1%
Yearly
14.1%
Drawdown
15.66%
$212.38M
Equity
Holdings
$212.38M
Investment
$167.75M
$68.89M
Profit +$128,388.57
Realized
$24.25M
Unrealized
$44.63M
Dividends
$15.86M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$128,388.57
Win %
63%
This Week
Compared To Last Week
Gain
0.06%
Profit
$128,388.57
Win %
63%
This Month
Compared to last month
Gain
-0.11%
Profit
-$224,650.4
Win %
63%
This Year
Compared to last year
Gain
0.58%
Profit
$1.24M
Win %
70%
BAI iShares A.I. Innovation and Tech Active ETF
+2.85%
+$10,909.92 
NVDA NVIDIA Corporation
+2.57%
+$7,661.02 
EFG iShares MSCI EAFE Growth ETF
+1.92%
+$16,047.56 
CRWD CrowdStrike Holdings, Inc.
+1.88%
+$132,160.11 
IDEF iShares U.S. Defense & Aerospace Index ETF
+1.82%
+$4,365.06 
CSX CSX Corporation
+1.81%
+$11,012.9 
IYW iShares U.S. Technology ETF
+1.68%
+$5,720.26 
DFEV Dimensional Emerging Markets Value ETF
+1.66%
+$6,127.15 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.61%
+$99,525.76 
DEHP Dimensional Emerging Markets High Profitability ETF
+1.59%
+$6,807.66 
IEMG iShares Core MSCI Emerging Markets ETF
+1.58%
+$13,955.1 
DFAE Dimensional Emerging Core Equity Market ETF
+1.58%
+$16,243.38 
SPHB Invesco S&P 500 High Beta ETF
+1.56%
+$9,315.32 
XLK State Street Technology Select Sector SPDR ETF
+1.55%
+$9,333 
VUG Vanguard Growth ETF
+1.52%
+$64,099.56 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+1.47%
+$4,119.28 
DIHP Dimensional International High Profitability Portfolio
+1.45%
+$4,854.36 
SCHF Schwab International Equity ETF
+1.44%
+$14,670.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.43%
+$18,027.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.42%
+$30,855 
TOPT iShares Top 20 U.S. Stocks ETF
+1.42%
+$9,743.08 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.36%
+$14,705.88 
VB Vanguard Small-Cap ETF
+1.35%
+$8,328.24 
FBCG Fidelity Blue Chip Growth Fund
+1.29%
+$4,317.3 
OEF iShares S&P 100 ETF
+1.26%
+$8,245.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.26%
+$3,572.01 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.24%
+$7,649.46 
DSI iShares MSCI KLD 400 Social ETF
+1.23%
+$9,636.44 
IEFA iShares Core MSCI EAFE ETF
+1.21%
+$11,097.79 
USXF iShares ESG Aware MSCI USA ETF
+1.2%
+$6,651.98 
DFAI Dimensional International Core Equity Market ETF
+1.18%
+$7,547.57 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.18%
+$3,191.98 
DFSV Dimensional US Small Cap Value ETF
+1.16%
+$132,748.44 
CORO Ishares International Country Rotational Active ETF
+1.13%
+$3,020.88 
AVUV Avantis U.S. Small Cap Value ETF
+1.11%
+$9,622.15 
DFIC Dimensional International Core Equity Market ETF
+1.11%
+$127,387.57 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.1%
+$11,225.37 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+1.09%
+$14,146.37 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.09%
+$3,223.22 
SPY SPDR S&P 500 ETF Trust
+1.07%
+$4,194.25 
IVV iShares Core S&P 500 ETF
+1.06%
+$43,603.29 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.06%
+$10,428.75 
BLCR iShares Large Cap Core ACT ETF
+1.06%
+$4,314.45 
AAPL Apple Inc.
+1.04%
+$46,140.17 
VWO Vanguard FTSE Emerging Markets ETF
+1.02%
+$10,122.27 
DFAU Dimensional US Core Equity Market ETF
+1.02%
+$27,018.03 
THRO iShares U.S. Thematic Rotation Active ETF
+1.01%
+$3,985.86 
ESGU iShares ESG Aware MSCI USA ETF
+0.96%
+$16,569.9 
AVDV Avantis International Small Cap Value ETF
+0.96%
+$31,072.08 
SPEM SPDR Portfolio Emerging Markets ETF
+0.96%
+$4,206.02 
FDVV Fidelity High Dividend ETF
+0.96%
+$4,744.4 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.96%
+$11,545.73 
DFAR Dimensional US Real Estate ETF
+0.94%
+$15,701.85 
FDRR Fidelity Dividend ETF for Rising Rates
+0.92%
+$8,591.31 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.91%
+$282,948.39 
AVUS Avantis U.S. Equity ETF
+0.9%
+$5,799.26 
DCOR Dimensional US Core Equity 1 ETF
+0.89%
+$6,850.92 
FIVA Fidelity International Value Factor ETF
+0.86%
+$8,431.8 
FVAL Fidelity Value Factor ETF
+0.83%
+$3,496.06 
EFV iShares MSCI EAFE Value ETF
+0.82%
+$7,473.92 
FDMO Fidelity Momentum Factor ETF
+0.76%
+$5,827.59 
MTUM iShares MSCI USA Momentum Factor ETF
+0.72%
+$2,164.39 
DISV Dimensional International Small Cap Equity Fund
+0.71%
+$7,168.11 
QUAL iShares MSCI USA Quality Factor ETF
+0.67%
+$9,192.54 
IVE ISHARES S&P 500 VALUE ETF
+0.6%
+$5,973 
MUB iShares National Muni Bond ETF
+0.59%
+$13,699.87 
FDEV Fidelity International Multi-Asset Fund
+0.57%
+$4,354.2 
DUHP Dimensional US High Profitability ETF
+0.56%
+$62,539.61 
VTEB Vanguard Tax-Exempt Bond ETF
+0.56%
+$25,169.44 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.53%
+$1,167.84 
FQAL Fidelity Quality Factor ETF
+0.52%
+$1,117.08 
BLV Vanguard Long-Term Bond ETF
+0.52%
+$1,305.53 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.51%
+$1,658.34 
LMUB iShares Long-Term National Muni Bond ETF
+0.47%
+$2,269.74 
DFLV Dimensional US Large Cap Value ETF
+0.45%
+$2,093.94 
RPV Invesco S&P 500 Pure Value ETF
+0.43%
+$1,368.18 
BNDX Vanguard Total International Bond ETF
+0.35%
+$2,530.93 
TLH iShares 10-20 Year Treasury Bond ETF
+0.35%
+$864.64 
VTV Vanguard Value ETF
+0.33%
+$8,961.25 
FCOR Fidelity Corporate Bond ETF
+0.31%
+$2,183.02 
PG Procter & Gamble Co
+0.31%
+$879.76 
SUB iShares Short-Term National Muni Bond ETF
+0.27%
+$3,791.48 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.25%
+$1,664 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.25%
+$3,206.45 
FBND Fidelity Total Bond ETF
+0.24%
+$39,003.82 
DFCF Dimensional Core Fixed Income ETF
+0.21%
+$35,188.21 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.2%
+$1,050.03 
JBND JPMorgan Active Bond ETF
+0.19%
+$875.04 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.18%
+$482.17 
FSEC Fidelity Investment Grade Securitized ETF
+0.18%
+$2,032.28 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$841.84 
IUSB iShares Core Universal USD Bond ETF
+0.17%
+$2,471.89 
DGCB Dimensional Global Credit Fund
+0.16%
+$456.75 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.14%
+$1,430.85 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.14%
+$1,055.22 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.12%
+$602.49 
FLDB Fidelity Low Duration Bond ETF
+0.11%
+$368.1 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.07%
+$5,619.07 
SCHP Schwab U.S. TIPS ETF
+0.07%
+$142.14 
FLDR Fidelity Low Duration Bond ETF
+0.07%
+$4,379.55 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$92.48 
IALT iShares Systematic Alternatives Active ETF
-0.13%
-$288.12 Events
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Dividends
Dividend Analysis
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| Trades 1031 | Longs Won 790/1031 76% | Profit Factor 23.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $327,998.5 |
| Average Win $91,064.83 | Best Trade (Aug 17) $7.92M | Sharpe Ratio -9.23 |
| Average Loss -$12,678.16 | Worst Trade (Oct 05) -$509,699.24 | Z-Score 0.62 (46.73%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4d | Expectancy $66,814.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,374 | $1.87M | $4.46M | - | $2.59M | 138.28% | +1.044% |
| AVDV Avantis International Small Cap Value ETF | 29,877 | $1.95M | $3.26M | - | $1.3M | 66.75% | +0.962% |
| AVUS Avantis U.S. Equity ETF | 5,021 | $509,979.96 | $652,052.16 | - | $142,072.2 | 27.86% | +0.897% |
| AVUV Avantis U.S. Small Cap Value ETF | 7,262 | $618,587.77 | $874,526.35 | - | $255,938.58 | 41.37% | +1.113% |
| BAI iShares A.I. Innovation and Tech Active ETF | 8,022 | $267,531.86 | $394,361.52 | - | $126,829.66 | 47.41% | +2.845% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,709 | $280,482.91 | $270,460.28 | - | -$10,022.63 | -3.57% | +0.179% |
| BLCR iShares Large Cap Core ACT ETF | 8,218 | $341,211.24 | $410,119.29 | - | $68,908.05 | 20.2% | +1.063% |
| BLV Vanguard Long-Term Bond ETF | 4,017 | $281,993.79 | $252,890.23 | - | -$29,103.56 | -10.32% | +0.519% |
| BNDX Vanguard Total International Bond ETF | 15,339 | $742,116.83 | $720,242.74 | - | -$21,874.09 | -2.95% | +0.353% |
| BSV Vanguard Short-Term Bond ETF | 18,496 | $1.41M | $1.41M | - | $1,754.09 | 0.12% | +0.007% |
| CORO Ishares International Country Rotational Active ETF | 7,368 | $269,669 | $269,595.12 | - | -$73.88 | -0.03% | +1.133% |
| CRWD CrowdStrike Holdings, Inc. | 26,432 | $3.24M | $7.17M | - | $3.93M | 121.13% | +1.879% |
| CSX CSX Corporation | 13,050 | $404,785.21 | $618,359.89 | - | $213,574.68 | 52.76% | +1.813% |
| DCOR Dimensional US Core Equity 1 ETF | 9,258 | $543,918.12 | $775,450.08 | - | $231,531.96 | 42.57% | +0.891% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 10,357 | $244,977.26 | $434,217.22 | - | $189,239.96 | 77.25% | +1.593% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 698,638 | $19.79M | $31.48M | - | $11.69M | 59.08% | +0.907% |
| DFAE Dimensional Emerging Core Equity Market ETF | 26,199 | $597,695.32 | $1.05M | - | $449,216.72 | 75.16% | +1.576% |
| DFAI Dimensional International Core Equity Market ETF | 15,562 | $424,069.42 | $646,523.29 | - | $222,453.87 | 52.46% | +1.181% |
| DFAR Dimensional US Real Estate ETF | 69,786 | $1.5M | $1.69M | - | $190,684.68 | 12.69% | +0.936% |
| DFAU Dimensional US Core Equity Market ETF | 50,501 | $1.36M | $2.68M | - | $1.31M | 96.32% | +1.019% |
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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 - $3.39M, Dimensional Core Fixed Income ETF - $3.07M, Dimensional International Core Equity Market ETF - $2M, and Dimensional Short-Duration Fixed Income ETF - $1.8M. 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 - $6,796.2. 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 $15.86M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $3.09M, Dimensional Short-Duration Fixed Income ETF - $1.62M, Fidelity Total Bond ETF - $1.2M, Dimensional International Core Equity Market ETF - $972,293.56, and Dimensional U.S. Core Equity 2 ETF - $943,100.26. 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.
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