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:
18.63%
Gain +0.52%
Monthly
0.16%
Yearly
1.96%
Drawdown
17.48%
$166.79M
Equity
Holdings
$166.79M
Investment
$146.5M
$21.15M
Profit +$920,556.7
Realized
$859,983.01
Unrealized
$20.29M
Dividends
$26M
Goals
Avg. 34.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.52%
Profit
$920,556.7
Win %
83%
This Week
Compared To Last Week
Gain
0.64%
Profit
$1.06M
Win %
83%
This Month
Compared to last month
Gain
0.48%
Profit
$803,788.81
Win %
83%
This Year
Compared to last year
Gain
-6.15%
Profit
-$8.6M
Win %
81%
PWB Invesco Large Cap Growth ETF
+3.3%
+$93,685.9 
ONEQ Fidelity Nasdaq Composite Index Fund
+3.05%
+$49,831.51 
IGLD FT Vest Gold Strategy Target Fund
+2.91%
+$71,994.24 
FTC First Trust Large Cap Growth Fund
+2.79%
+$19,381.75 
EEM iShares MSCI Emerging Markets ETF
+2.75%
+$42,998.78 
QQQI Neos NASDAQ-100 High Income ETF
+2.67%
+$139,905 
FCVT First Trust SSI Strategic Convertible Securities ETF
+2.32%
+$40,697.98 
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs
+2.13%
+$25,082.5 
TDVI FT Vest Technology Dividend Mutual Fund
+1.88%
+$18,983.81 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$5,022.73 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+1.75%
+$20,244.87 
IDMO Invesco S&P International Developed Momentum ETF
+1.55%
+$8,908.47 
SPYI NEOS S&P 500 High Income ETF
+1.52%
+$103,451.84 
FTGS First Trust Growth Strength ETF
+1.29%
+$68,197.94 
BRK-B Berkshire Hathaway Inc.
+1.28%
+$3,135 
RECS Columbia Research Enhanced Core ETF
+1.23%
+$6,787.18 
EDIV SPDR S&P Emerging Markets Dividend ETF
+1.12%
+$5,203.37 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+1.07%
+$44,550.3 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+1.03%
+$9,979.56 
RDVY First Trust Rising Dividend Achievers ETF
+1.02%
+$18,832 
IOO iShares Global 100 ETF
+1.01%
+$3,656.8 
ACWI iShares MSCI ACWI ETF
+1%
+$8,645.95 
FAPR FT Vest U.S. Equity Buffer ETF
+0.96%
+$13,366.74 
BUFQ FT Nasdaq Buffer ETF July.
+0.9%
+$66,004.75 
FTLS First Trust Long/Short Equity ETF
+0.89%
+$9,128.46 
RDVI FT Vest Rising Dividend Achievers Fund
+0.87%
+$38,280.5 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.71%
+$18,798.36 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.7%
+$4,508.05 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.7%
+$1,634.69 
BUFR FT Vestladder Buffer ETF-USD I
+0.69%
+$48,604.25 
FTQI First Trust Nasdaq BuyWrite Fund
+0.68%
+$23,237.4 
FMAR FT Vest U.S. Equity Buffer ETF
+0.66%
+$11,641.97 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.59%
+$29,594.04 
GMAR FT Vest US Equity Moderate B Fund
+0.49%
+$1,286.41 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.46%
+$6,885.5 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.4%
+$1,603.98 
SBAR Simplify Barrier Income ETF
+0.35%
+$11,397.69 
PYLD PIMCO Multisector Bond Active ETF
+0.23%
+$12,414.36 
HYLS FT Tactical High Yield ETF
+0.17%
+$2,393.9 
BINC iShares Flexible Income Active ETF
+0.15%
+$950.72 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.15%
+$10,333.68 
AGGH Simplify Aggregate Bond ETF
+0.13%
+$4,235.19 
LMBS First Trust Low Duration Opportunities ETF
+0.1%
+$6,996.55 
BALT Inn Defined Wealth Shield Mutual Fund
+0.09%
+$1,427.13 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.04%
+$637.66 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$3,242.15 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$4,666 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.04%
+$1,021.24 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.02%
+$721.78 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$164.98 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
AMLP Alerian MLP ETF
-1.71%
-$41,571.01 
ET Energy Transfer L.P.
-0.84%
-$2,800 
HIPS GraniteShares HIPS US High Income ETF
-0.61%
-$1,648.12 
JPM JPMorgan Chase & Co.
-0.41%
-$1,056.01 
COWZ Pacer US Cash Cows 100 ETF
-0.22%
-$9,028.82 
FTCS First Trust Capital Strength ETF
-0.17%
-$12,555.04 
SDVD FT Vest Smid Rising Dividend Fund
-0.04%
-$1,784.86 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$3,112.62 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 793 | Longs Won 485/793 61% | Profit Factor 1.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $242,998.89 |
| Average Win $88,333.83 | Best Trade (Jun 15) $2.28M | Sharpe Ratio -10.54 |
| Average Loss -$70,415.99 | Worst Trade (Dec 30) -$4.15M | Z-Score -1.36 (83.04%) |
| Commissions $0 | Avg. Trade Length 1y 2w 5d | Expectancy $26,675.64 |
| 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 | 2,370 | 2,133 | 1,896 | 1,659 | 1,422 | 1,185 | 948 | 711 | 474 | 237 |
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
