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:
46.64%
Gain +0.39%
Monthly
1.23%
Yearly
15.88%
Drawdown
16.31%
$426.36M
Equity
Holdings
$426.36M
Investment
$322.35M
$109.31M
Profit +$1.23M
Realized
$5.31M
Unrealized
$104M
Dividends
$18.93M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.39%
Profit
$1.23M
Win %
77%
This Week
Compared To Last Week
Gain
1.78%
Profit
$7.45M
Win %
77%
This Month
Compared to last month
Gain
1.78%
Profit
$7.45M
Win %
77%
This Year
Compared to last year
Gain
1.25%
Profit
$5.28M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$35,755.27 
GOOGL Alphabet Inc
+6.73%
+$26,155.08 
MSFT Microsoft Corp.
+3.02%
+$19,558.31 
KLAC KLA Corporation
+1.38%
+$3,784.82 
VUG Vanguard Growth ETF
+1.1%
+$63,863.1 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,895.92 
AVUQ Avantis U.S. Quality Equity ETF
+0.89%
+$59,535.93 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,424.91 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,991.83 
VOO Vanguard S&P 500 ETF
+0.71%
+$229,641.75 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$53,887.78 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,423.36 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$11,083.91 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$9,658.33 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,206.68 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.62%
+$3,537.94 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,929.4 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$3,249.36 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$192,238.88 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,763.96 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,305.44 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$110,836.96 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$928.89 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$19,473.28 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$15,623.76 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$2,464.4 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$16,354.52 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$7,152.84 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$983.28 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$2,475.04 
AAPL Apple Inc.
-7.35%
-$156,780.88 
HODL VanEck Bitcoin ETF
-2.9%
-$7,932.51 
LRCX Lam Research Corporation
-1.58%
-$2,932.81 
INTC Intel Corporation
-1.02%
-$1,894.41 
XOM Exxon Mobil Corporation
-0.97%
-$2,818.26 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,257.29 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$1,423.49 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$3,231.76 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$252,318 
CGHM Capital Group Municipal High-Income ETF
-0.55%
-$4,740.54 
DFAR Dimensional US Real Estate ETF
-0.52%
-$1,585.36 
ALL Allstate Corporation
-0.49%
-$1,112.81 
DFIV Dimensional International Value ETF
-0.47%
-$84,540.78 
AVDE Avantis International Equity ETF
-0.46%
-$7,170.66 
CGMU Capital Group Municipal Income ETF
-0.44%
-$49,837.56 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,951.32 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$665.41 
FBND Fidelity Total Bond ETF
-0.27%
-$66,145.92 
VTV Vanguard Value ETF
-0.27%
-$1,113.9 
DUHP Dimensional US High Profitability ETF
-0.27%
-$1,665.18 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$885.4 
COST Costco Wholesale Corporation
-0.24%
-$588.23 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$1,271.4 
VB Vanguard Small-Cap ETF
-0.22%
-$770.86 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$676.26 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$795.15 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$48,656.9 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$35,778.38 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$1,863.48 
FMHI First Trust Municipal High Income Fund
-0.17%
-$14,803.34 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$55,500.28 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,397.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$473.75 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$240.78 
FSMB First Trust Short Duration Managed Municipal ETF
-0.05%
-$4,400.62 
VO Vanguard Mid-Cap ETF
-0.05%
-$9,265.76 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$273.04 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 851 | Longs Won 619/851 72% | Profit Factor 49.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $874,861.76 |
| Average Win $180,248.78 | Best Trade (Aug 07) $12.64M | Sharpe Ratio -13 |
| Average Loss -$9,762.44 | Worst Trade (Aug 02) -$427,644.64 | Z-Score 4.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 6d | Expectancy $128,447.84 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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 Christopher D. Rich?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Emerging Markets Core Equity 2 ETF - $3.24M, PIMCO Multisector Bond Active ETF - $3.14M, Dimensional US Large Cap Value ETF - $2.36M, Fidelity Total Bond ETF - $2.29M, 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 KLA Corporation - $28,461.2. 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 $18.93M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $3.14M, Fidelity Total Bond ETF - $2.29M, 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.
