TSR
Ted S. Rich Portfolio
Invests via RiverTree Advisors LLC | Managed by Theodore Spencer Rich
Invests via RiverTree Advisors LLC
Managed by Theodore Spencer Rich
Automatically Tracked
Ted S. Rich Profile
With an extensive career in corporate leadership, Ted S. Rich has emerged as a prominent figure in business innovation and operational excellence. His experience spans various sectors, where he has demonstrated his ability to drive growth through strategic vision and transformative initiatives. Acknowledged for his role in fostering cross-functional teams, he possesses a strong acumen for enhancing organizational performance. Additionally, Rich is deeply involved in investment discussions that align with emerging market trends, making him relevant to both entrepreneurial ventures and established corporations looking to innovate. Through effective governance practices and board-level involvement, he actively contributes to shaping the future of businesses navigating competitive landscapes.
With an extensive career in corporate leadership, Ted S. Rich has emerged as a prominent figure in business innovation and operational excellence. His experience spans various sectors, where he has demonstrated his ability to drive growth through strategic vision and transformative initiatives. Acknowledged for his role in fostering cross-functional teams, he possesses a strong acumen for enhancing organizational performance. Additionally, Rich is deeply involved in investment discussions that align with emerging market trends, making him relevant to both entrepreneurial ventures and established corporations looking to innovate. Through effective governance practices and board-level involvement, he actively contributes to shaping the future of businesses navigating competitive landscapes.
Investment Philosophy & Strategy
In today's dynamic market, Ted S. Rich leverages his extensive corporate leadership experience to identify and capitalize on unique investment opportunities. His strategic thinking is informed by a deep understanding of sector dynamics and operational improvement, allowing him to pinpoint high-potential startups that disrupt traditional business models. By aligning investments with innovative trends, he enhances growth prospects while maintaining a focus on scalable solutions. Furthermore, his entrepreneurial mindset fosters an environment where adaptive strategies thrive, positioning ventures for long-term success amid evolving challenges.
In today's dynamic market, Ted S. Rich leverages his extensive corporate leadership experience to identify and capitalize on unique investment opportunities. His strategic thinking is informed by a deep understanding of sector dynamics and operational improvement, allowing him to pinpoint high-potential startups that disrupt traditional business models. By aligning investments with innovative trends, he enhances growth prospects while maintaining a focus on scalable solutions. Furthermore, his entrepreneurial mindset fosters an environment where adaptive strategies thrive, positioning ventures for long-term success amid evolving challenges.
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:
21.96%
Gain +0.14%
Monthly
0.23%
Yearly
2.83%
Drawdown
15.93%
$168.73M
Equity
Holdings
$168.73M
Investment
$150.33M
$21.9M
Profit +$214,162.72
Realized
$3.5M
Unrealized
$18.4M
Dividends
$28.49M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$214,162.72
Win %
73%
This Week
Compared To Last Week
Gain
0.13%
Profit
$214,162.72
Win %
73%
This Month
Compared to last month
Gain
-0.86%
Profit
-$1.46M
Win %
73%
This Year
Compared to last year
Gain
-0.35%
Profit
-$590,217.59
Win %
73%
INTC Intel Corporation
+9.85%
+$19,315.17 
MRNA Moderna, Inc.
+8%
+$37,600.66 
GLW Corning Incorporated
+4.23%
+$5,327.65 
CHPY YieldMax Semiconductor Portfolio Option Income ETF (YLDMX SMICON PO OPTN INC)
+2.76%
+$48,495.04 
AMAT Applied Materials, Inc.
+2.53%
+$3,564.66 
EEM iShares MSCI Emerging Markets ETF
+1.82%
+$23,337.4 
KLAC KLA Corporation
+1.8%
+$2,321.39 
LRCX Lam Research Corporation
+1.78%
+$2,944.63 
PWB Invesco Large Cap Growth ETF
+1.76%
+$39,898.95 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.36%
+$16,794.34 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+1.36%
+$11,031.31 
FTC First Trust Large Cap Growth Fund
+1.33%
+$8,697.83 
QQQI Neos NASDAQ-100 High Income ETF
+1.25%
+$71,215.72 
IDMO Invesco S&P International Developed Momentum ETF
+1.04%
+$15,159.62 
FCVT First Trust SSI Strategic Convertible Securities ETF
+1%
+$14,120.38 
ACWI iShares MSCI ACWI ETF
+0.92%
+$19,045.83 
SPY SPDR S&P 500 ETF Trust
+0.8%
+$2,318 
IOO iShares Global 100 ETF
+0.79%
+$2,961.72 
FDT First Trust Developed Markets ex-US Fund
+0.79%
+$7,666.61 
RECS Columbia Research Enhanced Core ETF
+0.69%
+$4,063.48 
TER Teradyne, Inc.
+0.68%
+$1,052.48 
SPYI NEOS S&P 500 High Income ETF
+0.67%
+$48,528.14 
CAT Caterpillar Inc.
+0.65%
+$1,387.33 
BUFQ FT Nasdaq Buffer ETF July.
+0.57%
+$42,202.01 
JPM JPMorgan Chase & Co.
+0.55%
+$1,539.99 
RDVY First Trust Rising Dividend Achievers ETF
+0.54%
+$7,844.06 
FTQI First Trust Nasdaq BuyWrite Fund
+0.54%
+$20,917.32 
FTGS First Trust Growth Strength ETF
+0.47%
+$30,389.4 
RDVI FT Vest Rising Dividend Achievers Fund
+0.46%
+$22,725.17 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+0.45%
+$4,456.87 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.4%
+$957.18 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.39%
+$4,998.1 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.39%
+$1,603.98 
BUFR FT Vestladder Buffer ETF-USD I
+0.37%
+$26,676.72 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.36%
+$10,687.6 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.31%
+$2,020.85 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.3%
+$4,856.25 
AGGH Simplify Aggregate Bond ETF
+0.28%
+$10,366.07 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.28%
+$607.68 
FAPR FT Vest U.S. Equity Buffer ETF
+0.24%
+$3,490.71 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.23%
+$13,928.09 
BALT Inn Defined Wealth Shield Mutual Fund
+0.23%
+$3,404.56 
EDIV SPDR S&P Emerging Markets Dividend ETF
+0.23%
+$964.55 
FTLS First Trust Long/Short Equity ETF
+0.21%
+$2,196.32 
PYLD PIMCO Multisector Bond Active ETF
+0.19%
+$9,590.95 
GMAR FT Vest US Equity Moderate B Fund
+0.18%
+$470.31 
TDVI FT Vest Technology Dividend Mutual Fund
+0.16%
+$1,171.85 
FMAR FT Vest U.S. Equity Buffer ETF
+0.16%
+$2,885.84 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.14%
+$4,737.18 
HYLS FT Tactical High Yield ETF
+0.12%
+$1,532.85 
BINC iShares Flexible Income Active ETF
+0.1%
+$216.7 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.06%
+$4,637.22 
LMBS First Trust Low Duration Opportunities ETF
+0.03%
+$1,583.19 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$452.31 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$122 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$2,325.29 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$75.75 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.01%
+$32.19 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$399.73 
ET Energy Transfer L.P.
-1.04%
-$3,850 
GDXY YieldMax Gold Miners Option Income Strategy ETF
-1.01%
-$16,205.42 
IGLD FT Vest Gold Strategy Target Fund
-0.68%
-$2,609.28 
AMLP Alerian MLP ETF
-0.6%
-$10,896.6 
COWZ Pacer US Cash Cows 100 ETF
-0.56%
-$27,586.65 
BRK-B Berkshire Hathaway Inc.
-0.42%
-$1,062.5 
SDVD FT Vest Smid Rising Dividend Fund
-0.27%
-$11,784.72 
FTCS First Trust Capital Strength ETF
-0.25%
-$18,910.32 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.19%
-$3,674.4 
BUCK Simplify Treasury Option Income ETF
-0.13%
-$10,102.02 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.1%
-$2,941.04 
FLUD Franklin Ultra Short Bond ETF
-0.02%
-$201.97 
SBAR Simplify Barrier Income ETF
-0.02%
-$650.15 Events
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Dividends
Dividend Analysis
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| Trades 857 | Longs Won 563/857 65% | Profit Factor 1.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $242,499.71 |
| Average Win $86,150.38 | Best Trade (Sep 21) $2.39M | Sharpe Ratio -12.53 |
| Average Loss -$90,495.44 | Worst Trade (Dec 30) -$4.15M | Z-Score -3.24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1d | Expectancy $25,550.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,866 | 1,679 | 1,493 | 1,306 | 1,119 | 933 | 746 | 560 | 373 | 187 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWI iShares MSCI ACWI ETF | 13,045 | $1.92M | $2.1M | - | $176,141.22 | 9.17% | +0.917% |
| AGGH Simplify Aggregate Bond ETF | 188,474 | $3.84M | $3.68M | - | -$158,944.38 | -4.14% | +0.283% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 18,372 | $1.41M | $1.95M | - | $544,495.06 | 38.68% | -0.188% |
| AMAT Applied Materials, Inc. | 317 | $229,191 | $144,493.35 | - | -$84,697.65 | -36.96% | +2.529% |
| AMLP Alerian MLP ETF | 33,020 | $1.47M | $1.8M | - | $334,957.21 | 22.79% | -0.6% |
| BALT Inn Defined Wealth Shield Mutual Fund | 42,557 | $1.29M | $1.49M | - | $193,629.95 | 14.99% | +0.23% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 7,575 | $692,808.49 | $693,567 | - | $758.51 | 0.11% | +0.011% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 6,100 | $606,426.84 | $605,425 | - | -$1,001.84 | -0.17% | +0.02% |
| BINC iShares Flexible Income Active ETF | 4,334 | $225,064.62 | $222,334.2 | - | -$2,730.42 | -1.21% | +0.098% |
| BRK-B Berkshire Hathaway Inc. | 500 | $210,260 | $253,822.5 | - | $43,562.5 | 20.72% | -0.417% |
| BUCK Simplify Treasury Option Income ETF | 336,734 | $8.07M | $7.87M | - | -$201,110.79 | -2.49% | -0.128% |
| BUFQ FT Nasdaq Buffer ETF July. | 183,487 | $4.98M | $7.39M | - | $2.41M | 48.34% | +0.575% |
| BUFR FT Vestladder Buffer ETF-USD I | 190,548 | $5.02M | $7.16M | - | $2.13M | 42.45% | +0.374% |
| CAT Caterpillar Inc. | 263 | $280,068.71 | $214,151.69 | - | -$65,917.02 | -23.54% | +0.652% |
| CHPY YieldMax Semiconductor Portfolio Option Income ETF (YLDMX SMICON PO OPTN INC) | 26,356 | $2.18M | $1.81M | - | -$378,472.16 | -17.33% | +2.76% |
| COWZ Pacer US Cash Cows 100 ETF | 70,735 | $3.6M | $4.85M | - | $1.25M | 34.77% | -0.565% |
| CSHI Neos Enhanced Income Cash Alternative ETF | 6,437 | $320,112.01 | $319,629.23 | - | -$482.78 | -0.15% | +0.01% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 422 | $220,448.58 | $218,309.04 | - | -$2,139.54 | -0.97% | +0.279% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 154,574 | $5.6M | $7.33M | - | $1.73M | 30.91% | +0.063% |
| DJAN FT Vest U.S. Equity Deep Buffer Fund | 5,160 | $208,154.4 | $240,868.8 | - | $32,714.4 | 15.72% | +0.399% |
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FAQ
Which stocks have generated the highest profits for Ted S. Rich?
The largest contributions to the portfolio's profits come from the following stocks: Amplify CWP Enhanced Dividend Income ETF - $2.69M, Janus Henderson AAA CLO ETF - $2.22M, First Trust Enhanced Short Maturity Fund - $2.18M, First Trust Low Duration Opportunities ETF - $1.84M, and First Trust Capital Strength ETF - $1.77M. 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: Invesco QQQ Trust, Series 1 - $4.16M, Pacer Lunt Large Cap Alternator ETF - $1.85M, FT Tactical High Yield ETF - $1.04M, First Trust SMID Cap Rising Dividend Achievers ETF - $978,885.76, and First Trust Mid Cap Value Fund - $675,398.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ted S. Rich's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.49M earned over time. The largest contributors to dividend income include Janus Henderson AAA CLO ETF - $2.19M, First Trust Enhanced Short Maturity Fund - $2.1M, Amplify CWP Enhanced Dividend Income ETF - $2.08M, First Trust Senior Loan ETF - $1.83M, and First Trust Low Duration Opportunities ETF - $1.49M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ted S. Rich's monthly returns?
Ted S. Rich's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Ted S. Rich's strategy be considered aggressive or moderate?
Ted S. 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 Ted S. Rich's strategy?
Ted S. 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.
