Christopher D. Rich Portfolio
Invests via EnRich Financial Partners LLC | Managed by Christopher D. Rich
Invests via EnRich Financial Partners LLC
Managed by Christopher D. Rich
Automatically Tracked
Christopher D. Rich Profile
Christopher D. Rich is a seasoned executive with deep expertise in technology commercialization and corporate strategy within the rapidly evolving tech landscape. His career has been marked by leadership roles at various innovative firms where he successfully spearheaded product development initiatives and market expansion efforts, significantly enhancing business performance. With a keen understanding of emerging markets, he drives strategic partnerships that bolster competitive positioning while navigating complex industry dynamics. Known for his ability to align cross-functional teams towards shared objectives, Rich continues to influence organizational growth and sustainability in an ever-changing marketplace.
Christopher D. Rich is a seasoned executive with deep expertise in technology commercialization and corporate strategy within the rapidly evolving tech landscape. His career has been marked by leadership roles at various innovative firms where he successfully spearheaded product development initiatives and market expansion efforts, significantly enhancing business performance. With a keen understanding of emerging markets, he drives strategic partnerships that bolster competitive positioning while navigating complex industry dynamics. Known for his ability to align cross-functional teams towards shared objectives, Rich continues to influence organizational growth and sustainability in an ever-changing marketplace.
Investment Philosophy & Strategy
Innovation drives Christopher D. Rich's investment perspective, informed by his extensive background in technology and corporate strategy. He prioritizes opportunities that leverage cutting-edge advancements while seeking ventures that promise substantial scalability and market disruption. A strong emphasis on fostering strategic partnerships allows for robust competitive positioning amidst dynamic landscapes. By focusing on aligning resources effectively, he champions initiatives that enhance growth trajectories and create lasting value across diverse sectors.
Innovation drives Christopher D. Rich's investment perspective, informed by his extensive background in technology and corporate strategy. He prioritizes opportunities that leverage cutting-edge advancements while seeking ventures that promise substantial scalability and market disruption. A strong emphasis on fostering strategic partnerships allows for robust competitive positioning amidst dynamic landscapes. By focusing on aligning resources effectively, he champions initiatives that enhance growth trajectories and create lasting value across diverse sectors.
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:
46.04%
Gain +0.99%
Monthly
1.17%
Yearly
14.92%
Drawdown
16.31%
$424.96M
Equity
Holdings
$424.96M
Investment
$322.35M
$107.91M
Profit +$3.22M
Realized
$5.31M
Unrealized
$102.6M
Dividends
$19.38M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.99%
Profit
$3.22M
Win %
69%
This Week
Compared To Last Week
Gain
0.76%
Profit
$3.22M
Win %
69%
This Month
Compared to last month
Gain
-0.74%
Profit
-$3.15M
Win %
69%
This Year
Compared to last year
Gain
0.92%
Profit
$3.89M
Win %
74%
INTC Intel Corporation
+13.27%
+$29,353.17 
HODL VanEck Bitcoin ETF
+6.16%
+$21,178.31 
LRCX Lam Research Corporation
+3.42%
+$6,152.65 
KLAC KLA Corporation
+2.99%
+$8,048.38 
JTEK JPMorgan U.S. Tech Leaders ETF
+2.91%
+$17,995.74 
QQQ Invesco QQQ Trust, Series 1
+2.05%
+$7,355.6 
DFEV Dimensional Emerging Markets Value ETF
+1.97%
+$27,695.72 
AVEM Avantis Emerging Markets Equity ETF
+1.76%
+$131,930.16 
IWF iShares Russell 1000 Growth ETF
+1.73%
+$15,376.47 
VUG Vanguard Growth ETF
+1.72%
+$105,065.1 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.67%
+$805,000.31 
GOOGL Alphabet Inc
+1.45%
+$5,889.83 
VWO Vanguard FTSE Emerging Markets ETF
+1.43%
+$5,948.23 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+1.34%
+$4,138.94 
AVUQ Avantis U.S. Quality Equity ETF
+1.25%
+$87,219.82 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.22%
+$3,926.07 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.14%
+$19,099.35 
AVSU Avantis Responsible U.S. Equity ETF
+1.09%
+$8,232.9 
VOO Vanguard S&P 500 ETF
+1.08%
+$359,343.85 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.08%
+$6,145.7 
IVV iShares Core S&P 500 ETF
+1.07%
+$2,282.39 
SPY SPDR S&P 500 ETF Trust
+1.06%
+$3,021.3 
DFUS Dimensional U.S. Equity Market ETF
+1.02%
+$81,793.8 
DFSU Dimensional US Sustainability Core 1 ETF
+0.99%
+$14,456.73 
IEFA iShares Core MSCI EAFE ETF
+0.94%
+$3,314.28 
DUHP Dimensional US High Profitability ETF
+0.92%
+$5,828.13 
AVSD Avantis Responsible International Equity ETF
+0.87%
+$1,981 
DFAR Dimensional US Real Estate ETF
+0.8%
+$2,264.8 
DFSI Dimensional International Sustainability Core 1 ETF
+0.77%
+$4,097.41 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.69%
+$3,856.37 
AVDE Avantis International Equity ETF
+0.68%
+$10,585.26 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$4,250.65 
TMO Thermo Fisher Scientific Inc.
+0.61%
+$3,120.5 
DFIC Dimensional International Core Equity Market ETF
+0.6%
+$263,787 
PRF Invesco FTSE RAFI US 1000 ETF
+0.54%
+$7,326.66 
VO Vanguard Mid-Cap ETF
+0.54%
+$99,606.92 
VB Vanguard Small-Cap ETF
+0.51%
+$1,722.8 
AMZN Amazon.com Inc
+0.44%
+$1,100 
DFIV Dimensional International Value ETF
+0.43%
+$76,712.93 
DFUV Dimensional US Marketwide Value ETF
+0.43%
+$31,247.52 
DFAS Dimensional U.S. Small Cap ETF
+0.42%
+$84,334.14 
IJH iShares Core S&P Mid-Cap ETF
+0.39%
+$4,978.38 
AAPL Apple Inc.
+0.37%
+$7,896.59 
MOAT VanEck Morningstar Wide Moat Fund
+0.37%
+$32,049.51 
AVSC Avantis U.S. Small Cap Equity ETF
+0.36%
+$3,959.89 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.3%
+$643.95 
AVLV Avantis U.S. Large Cap Value ETF
+0.29%
+$33,337.79 
FBND Fidelity Total Bond ETF
+0.28%
+$68,902 
VTV Vanguard Value ETF
+0.27%
+$1,142.24 
PYLD PIMCO Multisector Bond Active ETF
+0.25%
+$63,253.97 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.24%
+$954.18 
BND Vanguard Total Bond Market Index Fund
+0.23%
+$768.9 
DFLV Dimensional US Large Cap Value ETF
+0.23%
+$80,996.24 
FMHI First Trust Municipal High Income Fund
+0.15%
+$13,116.88 
DFAT Dimensional US Targeted Value ETF
+0.14%
+$47,932.06 
FSMB First Trust Short Duration Managed Municipal ETF
+0.1%
+$8,801.24 
CGHM Capital Group Municipal High-Income ETF
+0.1%
+$846.52 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$260.85 
CGMU Capital Group Municipal Income ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
XOM Exxon Mobil Corporation
-2.69%
-$8,104.78 
BRK-B Berkshire Hathaway Inc.
-0.5%
-$3,796.73 
ALL Allstate Corporation
-0.34%
-$727.6 
MSFT Microsoft Corp.
-0.2%
-$1,443.18 
AVUV Avantis U.S. Small Cap Value ETF
-0.15%
-$11,137.68 
COST Costco Wholesale Corporation
-0.06%
-$138.03 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$47.37 Events
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Dividends
Dividend Analysis
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| Trades 851 | Longs Won 595/851 69% | Profit Factor 35.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $891,780.22 |
| Average Win $186,693.24 | Best Trade (Sep 09) $14.64M | Sharpe Ratio -13 |
| Average Loss -$12,389.42 | Worst Trade (Sep 14) -$612,303.55 | Z-Score 0.94 (65.26%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w | Expectancy $126,804.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,394 | $1.23M | $2.16M | - | $922,786.18 | 74.76% | +0.367% |
| ALL Allstate Corporation | 856 | $203,677 | $213,126.88 | - | $9,449.88 | 4.64% | -0.34% |
| AMZN Amazon.com Inc | 991 | $217,416.01 | $252,526.62 | - | $35,110.61 | 16.15% | +0.438% |
| AVDE Avantis International Equity ETF | 17,073 | $1.34M | $1.58M | - | $235,040.35 | 17.53% | +0.676% |
| AVEM Avantis Emerging Markets Equity ETF | 79,476 | $4.67M | $7.62M | - | $2.95M | 63.25% | +1.761% |
| AVLV Avantis U.S. Large Cap Value ETF | 125,803 | $9M | $11.61M | - | $2.62M | 29.07% | +0.288% |
| AVSC Avantis U.S. Small Cap Equity ETF | 15,529 | $821,294.8 | $1.1M | - | $275,751.4 | 33.58% | +0.362% |
| AVSD Avantis Responsible International Equity ETF | 2,830 | $202,487 | $230,220.5 | - | $27,733.5 | 13.7% | +0.868% |
| AVSU Avantis Responsible U.S. Equity ETF | 8,551 | $533,240.27 | $760,996.24 | - | $227,755.97 | 42.71% | +1.094% |
| AVUQ Avantis U.S. Quality Equity ETF | 103,685 | $6.47M | $7.04M | - | $567,739.86 | 8.77% | +1.255% |
| AVUV Avantis U.S. Small Cap Value ETF | 61,876 | $6.16M | $7.54M | - | $1.38M | 22.38% | -0.148% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 5,301 | $404,250.1 | $393,016.14 | - | -$11,233.96 | -2.78% | +0.243% |
| BND Vanguard Total Bond Market Index Fund | 4,660 | $341,424.28 | $332,560.9 | - | -$8,863.38 | -2.6% | +0.232% |
| BRK-B Berkshire Hathaway Inc. | 1,486 | $560,335.9 | $753,721.49 | - | $193,385.59 | 34.51% | -0.501% |
| BSV Vanguard Short-Term Bond ETF | 4,013 | $310,815.44 | $307,857.29 | - | -$2,958.15 | -0.95% | +0.085% |
| CGHM Capital Group Municipal High-Income ETF | 33,861 | $862,074.2 | $837,551.83 | - | -$24,522.37 | -2.84% | +0.101% |
| CGMU Capital Group Municipal Income ETF | 415,313 | $11.11M | $11M | - | -$113,883.11 | -1.02% | 0.0 |
| COST Costco Wholesale Corporation | 258 | $203,445.05 | $230,851.95 | - | $27,406.9 | 13.47% | -0.06% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 14,409 | $446,450.87 | $650,494.3 | - | $204,043.43 | 45.7% | +0.658% |
| DFAR Dimensional US Real Estate ETF | 11,324 | $253,628.81 | $286,100.86 | - | $32,472.05 | 12.8% | +0.798% |
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FAQ
Which stocks have generated the highest profits for Christopher D. Rich?
The largest contributions to the portfolio's profits come from the following stocks: PIMCO Multisector Bond Active ETF - $3.28M, Dimensional Emerging Markets Core Equity 2 ETF - $3.24M, Fidelity Total Bond ETF - $2.38M, Dimensional US Large Cap Value ETF - $2.36M, and Dimensional International Core Equity Market ETF - $1.87M. 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: VanEck Bitcoin ETF - $216,457.41, Intel Corporation - $70,124.61, ProShares Short S&P500 - $33,930.3, ProShares UltraShort Semiconductors - $28,638.32, and Target Corporation - $28,177. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher D. Rich's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.38M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $3.28M, Fidelity Total Bond ETF - $2.38M, Dimensional Emerging Markets Core Equity 2 ETF - $2.04M, Dimensional International Core Equity Market ETF - $1.87M, and Dimensional US Large Cap Value ETF - $1.25M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher D. Rich's monthly returns?
Christopher D. Rich'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 Christopher D. Rich's strategy be considered aggressive or moderate?
Christopher D. Rich'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 Christopher D. Rich's strategy?
Christopher D. Rich'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.
