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:
2.48%
Gain
Monthly
0.13%
Yearly
1.6%
Drawdown
17.55%
$162.85M
Equity
Holdings
$162.85M
Investment
$140.71M
$25.29M
Profit -$490,586.42
Realized
$3.16M
Unrealized
$22.13M
Dividends
$2.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$490,586.42
Win %
83%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$1.32M
Win %
83%
This Month
Compared to last month
Gain
-0.61%
Profit
-$991,502.16
Win %
83%
This Year
Compared to last year
Gain
6.47%
Profit
$9.9M
Win %
85%
MRK Merck & Co., Inc.
+2.55%
+$8,420.58 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$127,461.96 
ITA iShares U.S. Aerospace & Defense ETF
+1.62%
+$3,499.7 
XOM Exxon Mobil Corporation
+1.55%
+$3,970.84 
CVX Chevron Corporation
+1.53%
+$4,901.14 
SHLD Global X Defense Tech ETF
+1.34%
+$10,774.92 
DVN Devon Energy Corporation
+1.31%
+$2,260 
VZ Verizon Communications Inc.
+1.31%
+$6,058.77 
WMT Walmart Inc.
+1.08%
+$2,707.94 
FENY Fidelity MSCI Energy Index ETF
+1.06%
+$17,058.87 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.81%
+$1,601.62 
IBB iShares Biotechnology ETF
+0.79%
+$3,525.52 
PFE Pfizer Inc.
+0.62%
+$1,163.74 
SPLV Invesco S&P 500 Low Volatility ETF
+0.61%
+$2,600.51 
NEE NextEra Energy, Inc.
+0.55%
+$1,820.12 
VDC VANGUARD CONSUMER STAPLES ETF
+0.48%
+$1,674.73 
JPM JPMorgan Chase & Co.
+0.44%
+$3,998.78 
VAMO Cambria Value and Momentum ETF
+0.4%
+$25,524.55 
GLDM SPDR Gold MiniShares Trust
+0.38%
+$7,669.8 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.37%
+$2,760.66 
AGG iShares Core U.S. Aggregate Bond ETF
+0.21%
+$621.36 
VIS Vanguard Industrials ETF
+0.19%
+$454.93 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$2,052.93 
COWZ Pacer US Cash Cows 100 ETF
+0.15%
+$917.7 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$371.78 
WM Waste Management, Inc.
+0.14%
+$728.97 
COST Costco Wholesale Corporation
+0.1%
+$394.31 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$175.69 
CAOS Alpha Architect Tail Risk ETF
+0.06%
+$1,895.82 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.06%
+$127.77 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.04%
+$294.33 
IWD iShares Russell 1000 Value ETF
+0.04%
+$189.36 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$1,082.71 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$94.4 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$405.5 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$1,115.22 
GMOM Cambria Global Momentum ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
AMAT Applied Materials, Inc.
-4.69%
-$28,451.92 
TSLA Tesla, Inc.
-2.86%
-$7,470.4 
SMH VanEck Semiconductor ETF
-2.41%
-$14,354.37 
MSFT Microsoft Corp.
-2.36%
-$14,470.14 
DXJ WisdomTree Japan Hedged Equity Fund
-2.25%
-$5,929.7 
IMOM Alpha International Quantitative Momentum ETF
-2.24%
-$18,638.1 
GOOG Alphabet Inc
-2.13%
-$6,386.29 
SOXX iShares Semiconductor ETF
-2.11%
-$23,809.51 
GOOGL Alphabet Inc
-2.1%
-$6,753.87 
NVDA NVIDIA Corporation
-2.01%
-$34,594.56 
SPEM SPDR Portfolio Emerging Markets ETF
-1.9%
-$16,644.23 
EEM iShares MSCI Emerging Markets ETF
-1.53%
-$4,125.18 
MA Mastercard Incorporated
-1.53%
-$4,976.22 
QGRW WisdomTree U.S. Quality Growth Fund
-1.52%
-$28,802.26 
VUG Vanguard Growth ETF
-1.52%
-$74,189.67 
IWY iShares Russell Top 200 Growth ETF
-1.49%
-$3,468.95 
IWF iShares Russell 1000 Growth ETF
-1.44%
-$6,938.12 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$29,249.04 
QQQM Invesco NASDAQ 100 ETF
-1.33%
-$7,569.72 
TTC The Toro Company
-1.27%
-$2,928 
USAC Usa Compression Partners L.P.
-1.15%
-$2,829.06 
FTEC Fidelity MSCI Information Technology Index ETF
-1.14%
-$3,160.56 
VGT Vanguard Information Technology ETF
-1.1%
-$113,198.4 
IXUS iShares Core International Stock ETF
-0.98%
-$3,097.64 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-0.97%
-$11,399.68 
NTSX WisdomTree U.S. Efficient Core Fund
-0.79%
-$40,371.12 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$2,582.25 
FRDM Freedom 100 Emerging Markets ETF
-0.77%
-$11,953.85 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.72%
-$110,826.3 
VOO Vanguard S&P 500 ETF
-0.69%
-$1,895.25 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.67%
-$3,376.2 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$12,831.49 
SECT Main Sector Rotation ETF
-0.64%
-$9,890.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$2,561.42 
BBLU EA Bridgeway Blue Chip ETF
-0.62%
-$3,733.38 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.6%
-$12,142.3 
VBK Vanguard Small-Cap Growth ETF
-0.59%
-$3,025.81 
RSSY Return Stacked U.S. Stocks & Bonds Yield ETF
-0.58%
-$7,630.8 
DTAN Sparkline International Intangible Value ETF
-0.44%
-$1,601.06 
PHO Invesco Water Resources ETF
-0.4%
-$7,067.76 
TRTY Cambria Trinity ETF
-0.34%
-$8,778.4 
VYMI Vanguard International High Dividend Yield Index Fund
-0.28%
-$4,367.72 
SLV iShares Silver Trust
-0.27%
-$14,037.7 
SCHA Schwab U.S. Small-Cap ETF
-0.26%
-$5,176.8 
UDEC Innovator U.S. Equity Ultra Fund
-0.25%
-$1,689.69 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.24%
-$779.76 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$2,859.1 
SIVR abrdn Physical Silver Shares ETF
-0.22%
-$549.12 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.22%
-$831.11 
PSMD Pacer Swan SOS Moderate January U.S. Equity ETF
-0.19%
-$1,274.07 
RCS PIMCO Strategic Income Fund
-0.19%
-$768.5 
ITAN Sparkline Intangible Value ETF
-0.17%
-$522.55 
FYLD Cambria Foreign Shareholder Yield ETF
-0.16%
-$977.34 
AMZN Amazon.com Inc
-0.1%
-$776.88 
WCC Wesco International Inc.
-0.09%
-$306.9 
AAPL Apple Inc.
-0.07%
-$1,663.75 
SYLD Cambria Shareholder Yield ETF
-0.06%
-$1,050.1 
SJB ProShares Short High Yield
-0.03%
-$52.2 Events
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Dividends
Dividend Analysis
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| Trades 573 | Longs Won 401/573 69% | Profit Factor 14.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $186,308.07 |
| Average Win $67,876.48 | Best Trade (Jul 10) $2.68M | Sharpe Ratio -10.57 |
| Average Loss -$11,227.96 | Worst Trade (Jul 17) -$485,802.74 | Z-Score 7.84 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 3d | Expectancy $44,131.34 |
| 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 | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
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