Richard Sneider Portfolio
Invests via State of Wisconsin - Board of Commissioners of Public Lands | Managed by Richard Sneider
Invests via State of Wisconsin - Board of Commissioners of Public Lands
Managed by Richard Sneider
Automatically Tracked
Richard Sneider Profile
Richard Sneider leverages a distinguished background in technology commercialization and strategic market entry to lead initiatives at the intersection of innovation and capital deployment. With extensive experience in guiding high-growth startups through pivotal transitions, he has played an instrumental role in driving product development that aligns with emerging trends. Known for his ability to foster cross-functional collaboration, he cultivates partnerships that enhance competitive positioning within fast-evolving sectors. His insights into industry dynamics enable informed decision-making as companies navigate the complexities of scaling operations. Richard's involvement not only influences entrepreneurial trajectories but also enriches broader discussions around investment opportunities.
Richard Sneider leverages a distinguished background in technology commercialization and strategic market entry to lead initiatives at the intersection of innovation and capital deployment. With extensive experience in guiding high-growth startups through pivotal transitions, he has played an instrumental role in driving product development that aligns with emerging trends. Known for his ability to foster cross-functional collaboration, he cultivates partnerships that enhance competitive positioning within fast-evolving sectors. His insights into industry dynamics enable informed decision-making as companies navigate the complexities of scaling operations. Richard's involvement not only influences entrepreneurial trajectories but also enriches broader discussions around investment opportunities.
Investment Philosophy & Strategy
Growth opportunities abound in sectors characterized by rapid technological advancement and evolving consumer needs. Richard Sneider’s deep expertise in technology commercialization informs his investment approach, favoring innovative startups poised to disrupt conventional markets. His entrepreneurial spirit drives a keen focus on identifying transformative business models with strong scalability potential. The commitment to operational excellence not only enhances competitive advantages but also aligns investments with long-term trends that resonate within the industry. By fostering relationships across various stakeholders, he creates pathways for accelerated growth and strategic positioning, ensuring robust alignment between innovation and capital efficiency.
Growth opportunities abound in sectors characterized by rapid technological advancement and evolving consumer needs. Richard Sneider’s deep expertise in technology commercialization informs his investment approach, favoring innovative startups poised to disrupt conventional markets. His entrepreneurial spirit drives a keen focus on identifying transformative business models with strong scalability potential. The commitment to operational excellence not only enhances competitive advantages but also aligns investments with long-term trends that resonate within the industry. By fostering relationships across various stakeholders, he creates pathways for accelerated growth and strategic positioning, ensuring robust alignment between innovation and capital efficiency.
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:
3.94%
Gain -0.01%
Monthly
0.17%
Yearly
2.08%
Drawdown
8.45%
$151.6M
Equity
Holdings
$151.6M
Investment
$154.1M
$31.93M
Profit -$37,434.63
Realized
$34.44M
Unrealized
-$2.5M
Dividends
$47.22M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$37,434.63
Win %
37%
This Week
Compared To Last Week
Gain
0.05%
Profit
$79,487.13
Win %
37%
This Month
Compared to last month
Gain
0.05%
Profit
$79,487.13
Win %
37%
This Year
Compared to last year
Gain
-0.75%
Profit
-$1.14M
Win %
37%
Events
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Dividends
Dividend Analysis
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| Trades 32 | Longs Won 23/32 71% | Profit Factor 7.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.18M |
| Average Win $1.6M | Best Trade (Sep 29) $9.23M | Sharpe Ratio -12.01 |
| Average Loss -$539,060.34 | Worst Trade (Aug 06) -$3.05M | Z-Score -1.54 (88.25%) |
| Commissions $0 | Avg. Trade Length 1y 7m 5d | Expectancy $997,956.95 |
| 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% | 0.13% |
| Consecutive Losing Trades | 281 | 253 | 225 | 197 | 169 | 141 | 112 | 84 | 56 | 28 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Richard Sneider?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $10.22M, PGIM High Yield Fund - $9.34M, Vanguard International High Dividend Yield Index Fund - $7.97M, Vanguard High Dividend Yield ETF - $7.34M, and VanEck Preferred Securities ex Financials ETF - $6.66M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Richard Sneider's portfolio generate?
The portfolio generates substantial dividend income, with a total of $47.22M earned over time. The largest contributors to dividend income include PGIM High Yield Fund - $9.34M, VanEck Preferred Securities ex Financials ETF - $6.66M, SPDR ICE Preferred Securities ETF - $6.08M, Global X U.S. Preferred ETF - $5.64M, and Vanguard International High Dividend Yield Index Fund - $3.48M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard Sneider's monthly returns?
Richard Sneider'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 Richard Sneider's strategy be considered aggressive or moderate?
Richard Sneider'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 Richard Sneider's strategy?
Richard Sneider's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
