CDR
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
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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:
28.95%
Gain +0.78%
Monthly
0.87%
Yearly
10.91%
Drawdown
13.65%
$417.83M
Equity
Holdings
$417.83M
Investment
$312.35M
$107.95M
Profit +$3.68M
Realized
$2.47M
Unrealized
$105.47M
Dividends
$16.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.78%
Profit
$3.68M
Win %
87%
This Week
Compared To Last Week
Gain
0.89%
Profit
$3.68M
Win %
87%
This Month
Compared to last month
Gain
1.24%
Profit
$5.12M
Win %
87%
This Year
Compared to last year
Gain
9.71%
Profit
$37.13M
Win %
88%
HODL VanEck Bitcoin ETF
+4.87%
+$15,088.5 
QQQ Invesco QQQ Trust, Series 1
+3.08%
+$11,038.36 
AVEM Avantis Emerging Markets Equity ETF
+3.05%
+$233,013.08 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.97%
+$1.53M 
AMZN Amazon.com Inc
+2.96%
+$7,001.41 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+2.87%
+$11,206.91 
DFEV Dimensional Emerging Markets Value ETF
+2.78%
+$57,303.26 
GOOGL Alphabet Inc
+2.76%
+$11,596.49 
VUG Vanguard Growth ETF
+2.66%
+$157,733.22 
AVUQ Avantis U.S. Quality Equity ETF
+2.29%
+$63,488.27 
MSFT Microsoft Corp.
+2.29%
+$13,713.98 
VWO Vanguard FTSE Emerging Markets ETF
+2.21%
+$10,113.67 
IWF iShares Russell 1000 Growth ETF
+2.15%
+$20,514.6 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.8%
+$33,883.53 
AVSU Avantis Responsible U.S. Equity ETF
+1.76%
+$13,838.63 
DFUS Dimensional U.S. Equity Market ETF
+1.74%
+$136,641.69 
AAPL Apple Inc.
+1.73%
+$32,161.82 
VOO Vanguard S&P 500 ETF
+1.72%
+$547,039.81 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$5,566 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.67%
+$9,342.1 
DUHP Dimensional US High Profitability ETF
+1.58%
+$9,915.75 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.44%
+$5,478.46 
VO Vanguard Mid-Cap ETF
+1.33%
+$240,123.42 
DFSU Dimensional US Sustainability Core 1 ETF
+1.25%
+$18,862.76 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.25%
+$7,845.75 
MOAT VanEck Morningstar Wide Moat Fund
+1.1%
+$96,130.23 
KLAC KLA Corporation
+0.97%
+$3,754.42 
BRK-B Berkshire Hathaway Inc.
+0.92%
+$6,672.14 
AVSD Avantis Responsible International Equity ETF
+0.84%
+$1,896.1 
PRF Invesco FTSE RAFI US 1000 ETF
+0.81%
+$10,720.14 
IWD iShares Russell 1000 Value ETF
+0.79%
+$2,561.28 
DFSI Dimensional International Sustainability Core 1 ETF
+0.78%
+$4,185.81 
VB Vanguard Small-Cap ETF
+0.78%
+$2,693.46 
TMO Thermo Fisher Scientific Inc.
+0.73%
+$2,709.7 
AVDE Avantis International Equity ETF
+0.67%
+$10,001.25 
VTV Vanguard Value ETF
+0.66%
+$2,705.57 
AVLV Avantis U.S. Large Cap Value ETF
+0.61%
+$56,001.12 
DFUV Dimensional US Marketwide Value ETF
+0.61%
+$44,094.04 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.58%
+$3,308.95 
DFIC Dimensional International Core Equity Market ETF
+0.52%
+$220,147.12 
DIHP Dimensional International High Profitability Portfolio
+0.45%
+$981 
DFLV Dimensional US Large Cap Value ETF
+0.43%
+$154,390.94 
IJH iShares Core S&P Mid-Cap ETF
+0.22%
+$2,991.3 
PYLD PIMCO Multisector Bond Active ETF
+0.21%
+$49,651.42 
CGMU Capital Group Municipal Income ETF
+0.16%
+$18,252.18 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.15%
+$327.03 
DFAS Dimensional U.S. Small Cap ETF
+0.14%
+$28,230.29 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$552.89 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.11%
+$412.59 
FBND Fidelity Total Bond ETF
+0.1%
+$22,570.11 
FMHI First Trust Municipal High Income Fund
+0.08%
+$7,159.2 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$220.38 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$154.35 
CGHM Capital Group Municipal High-Income ETF
+0.06%
+$433.02 
DFIV Dimensional International Value ETF
+0.04%
+$7,951.2 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.04%
+$286.78 
XOM Exxon Mobil Corporation
-3.57%
-$9,938.24 
DFAR Dimensional US Real Estate ETF
-1.05%
-$3,641.96 
IEFA iShares Core MSCI EAFE ETF
-0.98%
-$4,263.37 
AVUV Avantis U.S. Small Cap Value ETF
-0.78%
-$53,520.83 
DFAT Dimensional US Targeted Value ETF
-0.51%
-$185,174.04 
AVSC Avantis U.S. Small Cap Equity ETF
-0.32%
-$3,517.2 
COST Costco Wholesale Corporation
-0.21%
-$534.05 
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$2,078.09 Events
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Dividends
Dividend Analysis
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| Trades 793 | Longs Won 572/793 72% | Profit Factor 77.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $946,892.32 |
| Average Win $191,179.18 | Best Trade (Jun 15) $16.4M | Sharpe Ratio -15.41 |
| Average Loss -$6,377.02 | Worst Trade (Jun 30) -$283,781.97 | Z-Score 8.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3d | Expectancy $136,122.53 |
| 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 | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
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Returns
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