RZ
Rich Zeitz Portfolio
Invests via Bravias Capital Group LLC | Managed by Rich Zeitz
Invests via Bravias Capital Group LLC
Managed by Rich Zeitz
Automatically Tracked
Seasoned operating executive and investor focused on driving growth, operational transformation and M&A in consumer and services sectors.
Rich Zeitz is known for leading turnaround initiatives, scaling multi-unit operations and partnering with private equity to create value.
Relevant to investors assessing management-led rollups, franchising models and performance-driven operational improvements; often engaged as CEO, board director or senior advisor.
Seasoned operating executive and investor focused on driving growth, operational transformation and M&A in consumer and services sectors.
Rich Zeitz is known for leading turnaround initiatives, scaling multi-unit operations and partnering with private equity to create value.
Relevant to investors assessing management-led rollups, franchising models and performance-driven operational improvements; often engaged as CEO, board director or senior advisor.
Investment Philosophy & Strategy
Operationally driven investor focused on consumer and services businesses, prioritizing buy-and-build rollups, franchising and multi-unit scaling. Emphasizes hands-on value creation through unit economics improvement, standardized operations, and disciplined M&A to accelerate growth. Capital allocation favors controlling or active minority positions where governance enables rapid operational fixes; investment horizon is medium-to-long term with strict performance KPIs and a bias toward cash-generative, scalable models.
Operationally driven investor focused on consumer and services businesses, prioritizing buy-and-build rollups, franchising and multi-unit scaling. Emphasizes hands-on value creation through unit economics improvement, standardized operations, and disciplined M&A to accelerate growth. Capital allocation favors controlling or active minority positions where governance enables rapid operational fixes; investment horizon is medium-to-long term with strict performance KPIs and a bias toward cash-generative, scalable models.
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:
24.27%
Gain +0.13%
Monthly
1.02%
Yearly
12.91%
Drawdown
13.64%
$171.97M
Equity
Holdings
$171.97M
Investment
$145.61M
$29.36M
Profit +$208,552.13
Realized
$3.01M
Unrealized
$26.35M
Dividends
$2.84M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$208,552.13
Win %
81%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$1.48M
Win %
81%
This Month
Compared to last month
Gain
0.49%
Profit
$830,465.1
Win %
81%
This Year
Compared to last year
Gain
1.98%
Profit
$3.34M
Win %
82%
LLY Eli Lilly and Company
+4.62%
+$10,163.78 
WM Waste Management, Inc.
+3.4%
+$16,276.52 
SIVR abrdn Physical Silver Shares ETF
+2.77%
+$6,995.37 
SLV iShares Silver Trust
+2.77%
+$133,613.75 
MA Mastercard Incorporated
+2.52%
+$8,971.39 
TTC The Toro Company
+2.4%
+$5,664 
CALF Pacer US Small Cap Cash Cows 100 ETF
+2.4%
+$9,540.96 
IBB iShares Biotechnology ETF
+2.39%
+$14,366.16 
DTAN Sparkline International Intangible Value ETF
+1.78%
+$8,609.27 
WMT Walmart Inc.
+1.74%
+$4,408.82 
SYLD Cambria Shareholder Yield ETF
+1.68%
+$27,626.22 
ITAN Sparkline Intangible Value ETF
+1.63%
+$6,811.5 
GLDM SPDR Gold MiniShares Trust
+1.39%
+$30,915.67 
PHO Invesco Water Resources ETF
+1.39%
+$24,977.28 
MSFT Microsoft Corp.
+1.3%
+$11,617.56 
SHLD Global X Defense Tech ETF
+1.21%
+$9,764.64 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.18%
+$8,733.78 
COWZ Pacer US Cash Cows 100 ETF
+1.12%
+$7,495.02 
SCHA Schwab U.S. Small-Cap ETF
+1.06%
+$19,422.84 
GE General Electric Company
+1.06%
+$1,940.51 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.03%
+$2,933.28 
VDC VANGUARD CONSUMER STAPLES ETF
+0.93%
+$3,248.49 
VBK Vanguard Small-Cap Growth ETF
+0.82%
+$3,956.7 
USMV iShares MSCI USA Min Vol Factor ETF
+0.8%
+$8,610.28 
VYMI Vanguard International High Dividend Yield Index Fund
+0.79%
+$13,805.04 
ITA iShares U.S. Aerospace & Defense ETF
+0.76%
+$1,607.35 
IWD iShares Russell 1000 Value ETF
+0.7%
+$3,683.84 
VO Vanguard Mid-Cap ETF
+0.67%
+$15,592.58 
NEE NextEra Energy, Inc.
+0.66%
+$1,912.56 
NTSX WisdomTree U.S. Efficient Core Fund
+0.66%
+$34,496.67 
BBLU EA Bridgeway Blue Chip ETF
+0.65%
+$4,018.68 
IEFA iShares Core MSCI EAFE ETF
+0.65%
+$2,172.5 
AGG iShares Core U.S. Aggregate Bond ETF
+0.63%
+$1,539.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.61%
+$12,180.6 
GOOGL Alphabet Inc
+0.52%
+$1,645.28 
SPLV Invesco S&P 500 Low Volatility ETF
+0.49%
+$1,808.64 
GOOG Alphabet Inc
+0.46%
+$1,491.42 
JEPI JPMorgan Equity Premium Income Fund
+0.46%
+$5,859.36 
RCS PIMCO Strategic Income Fund
+0.41%
+$1,566.34 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.38%
+$1,900.13 
BRK-B Berkshire Hathaway Inc.
+0.37%
+$32,147.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.36%
+$1,594.75 
VZ Verizon Communications Inc.
+0.29%
+$1,180.66 
COST Costco Wholesale Corporation
+0.28%
+$1,156.44 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.25%
+$514.71 
UDEC Innovator U.S. Equity Ultra Fund
+0.2%
+$1,353.35 
STIP iShares 0-5 Year TIPS Bond ETF
+0.2%
+$499.98 
IXUS iShares Core International Stock ETF
+0.19%
+$589.23 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.18%
+$29,279.87 
IVV iShares Core S&P 500 ETF
+0.18%
+$428.4 
AMZN Amazon.com Inc
+0.18%
+$1,236.69 
VOO Vanguard S&P 500 ETF
+0.17%
+$507.6 
VAMO Cambria Value and Momentum ETF
+0.17%
+$10,573.68 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$3,265.22 
PSMD Pacer Swan SOS Moderate January U.S. Equity ETF
+0.13%
+$880.08 
VIS Vanguard Industrials ETF
+0.11%
+$320.6 
FYLD Cambria Foreign Shareholder Yield ETF
+0.1%
+$654.72 
QGRW WisdomTree U.S. Quality Growth Fund
+0.1%
+$1,967.03 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$9,145.65 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.03%
+$70.2 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$201.55 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$37.89 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$406.73 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$164.08 
AMAT Applied Materials, Inc.
-4.05%
-$19,372.35 
SOXX iShares Semiconductor ETF
-1.82%
-$21,394.75 
FENY Fidelity MSCI Energy Index ETF
-1.78%
-$34,360.26 
SMH VanEck Semiconductor ETF
-1.73%
-$10,543.82 
NVDA NVIDIA Corporation
-1.62%
-$25,155.94 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-1.58%
-$26,166.28 
WCC Wesco International Inc.
-1.58%
-$5,678.49 
FRDM Freedom 100 Emerging Markets ETF
-1.45%
-$25,900.56 
TSLA Tesla, Inc.
-1.44%
-$3,521.75 
IMOM Alpha International Quantitative Momentum ETF
-1.42%
-$13,664.72 
CVX Chevron Corporation
-1.37%
-$4,990.76 
IXN iShares Global Tech ETF
-1.23%
-$3,333.44 
EEM iShares MSCI Emerging Markets ETF
-0.89%
-$2,387.73 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.83%
-$2,035.83 
FTEC Fidelity MSCI Information Technology Index ETF
-0.81%
-$2,413.32 
VGT Vanguard Information Technology ETF
-0.81%
-$93,179.76 
DXJ WisdomTree Japan Hedged Equity Fund
-0.52%
-$1,473.12 
SJB ProShares Short High Yield
-0.52%
-$949.68 
RSSY Return Stacked U.S. Stocks & Bonds Yield ETF
-0.48%
-$9,049.69 
MRK Merck & Co., Inc.
-0.4%
-$1,604.12 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$8,928.95 
QQQM Invesco NASDAQ 100 ETF
-0.38%
-$2,618.58 
JPM JPMorgan Chase & Co.
-0.36%
-$3,196.8 
USAC Usa Compression Partners L.P.
-0.32%
-$740.24 
GMOM Cambria Global Momentum ETF
-0.27%
-$30,224.88 
SPEM SPDR Portfolio Emerging Markets ETF
-0.27%
-$2,216.2 
IWF iShares Russell 1000 Growth ETF
-0.24%
-$1,192.8 
IWY iShares Russell Top 200 Growth ETF
-0.19%
-$460.88 
VUG Vanguard Growth ETF
-0.19%
-$9,444.86 
AAPL Apple Inc.
-0.15%
-$3,607.5 
SECT Main Sector Rotation ETF
-0.06%
-$989.05 
TRTY Cambria Trinity ETF
-0.03%
-$933.9 
CAOS Alpha Architect Tail Risk ETF
-0.01%
-$416.27 Events
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Dividends
Dividend Analysis
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| Trades 657 | Longs Won 487/657 74% | Profit Factor 9.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $209,342.54 |
| Average Win $67,222.32 | Best Trade (Oct 14) $3.07M | Sharpe Ratio -11.26 |
| Average Loss -$19,872.81 | Worst Trade (Oct 14) -$487,689.02 | Z-Score 17.46 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $44,686.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,215 | $1.82M | $2.47M | - | $652,267.62 | 35.87% | -0.146% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,566 | $249,968.06 | $244,847.72 | - | -$5,120.34 | -2.05% | +0.633% |
| AMAT Applied Materials, Inc. | 1,070 | $196,082.45 | $458,521.75 | - | $262,439.3 | 133.84% | -4.054% |
| AMZN Amazon.com Inc | 2,718 | $601,455.07 | $691,826.13 | - | $90,371.06 | 15.03% | +0.179% |
| BBLU EA Bridgeway Blue Chip ETF | 34,945 | $473,616.25 | $618,701.22 | - | $145,084.97 | 30.63% | +0.654% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 114,823 | $12.62M | $15.97M | - | $3.35M | 26.57% | +0.184% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3,789 | $347,616.84 | $346,807.17 | - | -$809.67 | -0.23% | +0.011% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 230,369 | $25.62M | $27.32M | - | $1.7M | 6.65% | +0.033% |
| BRK-B Berkshire Hathaway Inc. | 16,656 | $7.97M | $8.8M | - | $827,600.72 | 10.38% | +0.367% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 7,228 | $318,845.63 | $407,948.32 | - | $89,102.69 | 27.95% | +2.395% |
| CAOS Alpha Architect Tail Risk ETF | 41,627 | $3.73M | $3.8M | - | $68,495.28 | 1.84% | -0.011% |
| COST Costco Wholesale Corporation | 419 | $383,917.13 | $412,614.44 | - | $28,697.31 | 7.47% | +0.281% |
| COWZ Pacer US Cash Cows 100 ETF | 9,671 | $561,391.51 | $678,082.16 | - | $116,690.65 | 20.79% | +1.118% |
| CVX Chevron Corporation | 1,639 | $244,584.11 | $358,932.8 | - | $114,348.69 | 46.75% | -1.371% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 7,403 | $226,617 | $242,707.35 | - | $16,090.35 | 7.1% | -0.832% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 20,301 | $1.69M | $2.02M | - | $326,435.54 | 19.27% | +0.606% |
| DTAN Sparkline International Intangible Value ETF | 14,752 | $458,119.7 | $492,052.96 | - | $33,933.26 | 7.41% | +1.781% |
| DXJ WisdomTree Japan Hedged Equity Fund | 4,752 | $252,297.07 | $284,074.56 | - | $31,777.49 | 12.6% | -0.516% |
| EEM iShares MSCI Emerging Markets ETF | 4,189 | $223,910.94 | $267,341.98 | - | $43,431.04 | 19.4% | -0.885% |
| FENY Fidelity MSCI Energy Index ETF | 52,061 | $1.37M | $1.9M | - | $524,492.51 | 38.23% | -1.779% |
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FAQ
Which stocks have generated the highest profits for Rich Zeitz?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $999,695.99, iShares Silver Trust - $553,202.08, Cambria Global Momentum ETF - $306,498.23, Vanguard Information Technology ETF - $270,322.08, and Robinhood Markets, Inc - $270,080.69. 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: Tesla, Inc - $136,061.94, MicroCloud Hologram Inc - $134,709.6, iShares Bitcoin Trust - $126,816.59, Marvell Technology, Inc - $108,864.25, and Sterling Infrastructure, Inc - $91,146. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rich Zeitz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.84M earned over time. The largest contributors to dividend income include Cambria Global Momentum ETF - $306,498.23, JPMorgan Betabuilders U.S. Equity Fund - $252,596.51, JPMorgan Equity Premium Income Fund - $211,203.63, WisdomTree Floating Rate Treasury Fund - $177,765.75, and iShares 0-3 Month Treasury Bond ETF - $108,833.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rich Zeitz's monthly returns?
Rich Zeitz'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 Rich Zeitz's strategy be considered aggressive or moderate?
Rich Zeitz'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 Rich Zeitz's strategy?
Rich Zeitz'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.
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