RS
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:
6.61%
Gain -0.29%
Monthly
0.19%
Yearly
2.36%
Drawdown
9.99%
$153.34M
Equity
Holdings
$153.34M
Investment
$154.1M
$33.68M
Profit -$435,684.38
Realized
$34.44M
Unrealized
-$760,675.75
Dividends
$42.28M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$435,684.38
Win %
37%
This Week
Compared To Last Week
Gain
0.02%
Profit
$28,824.88
Win %
37%
This Month
Compared to last month
Gain
-0.27%
Profit
-$419,847.94
Win %
37%
This Year
Compared to last year
Gain
-1.23%
Profit
-$1.87M
Win %
37%
46637K224
0%
$0 
PFXF VanEck Preferred Securities ex Financials ETF
-0.65%
-$183,026.4 
PFFD Global X U.S. Preferred ETF
-0.53%
-$134,130.5 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.27%
-$4,854.95 
PHYQX PGIM High Yield Fund- Class R6
-0.21%
-$98,059.62 
PSK SPDR ICE Preferred Securities ETF
-0.07%
-$15,612.86 Events
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Dividends
Dividend Analysis
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| Trades 32 | Longs Won 23/32 71% | Profit Factor 9.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.14M |
| Average Win $1.64M | Best Trade (Sep 29) $9.23M | Sharpe Ratio -10.23 |
| Average Loss -$438,543.02 | Worst Trade (Jun 14) -$2.52M | Z-Score -1.54 (88.25%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 1d | Expectancy $1.05M |
| 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% | 0.06% |
| Consecutive Losing Trades | 350 | 315 | 280 | 245 | 210 | 175 | 140 | 105 | 70 | 35 |
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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