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:
24.81%
Gain +0.58%
Monthly
1.11%
Yearly
14.23%
Drawdown
13.64%
$172.66M
Equity
Holdings
$172.66M
Investment
$145.61M
$30.05M
Profit +$884,308.92
Realized
$3.01M
Unrealized
$27.05M
Dividends
$2.53M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.58%
Profit
$884,308.92
Win %
86%
This Week
Compared To Last Week
Gain
0.52%
Profit
$884,308.92
Win %
86%
This Month
Compared to last month
Gain
2.7%
Profit
$4.54M
Win %
86%
This Year
Compared to last year
Gain
2.39%
Profit
$4.04M
Win %
86%
AMZN Amazon.com Inc
+15.32%
+$98,065.41 
GOOG Alphabet Inc
+6.88%
+$21,545.86 
GOOGL Alphabet Inc
+6.73%
+$20,425.23 
MSFT Microsoft Corp.
+3.02%
+$22,799.86 
NVDA NVIDIA Corporation
+2.93%
+$40,067.12 
CVX Chevron Corporation
+2.35%
+$7,408.28 
QGRW WisdomTree U.S. Quality Growth Fund
+2.15%
+$41,458.94 
VZ Verizon Communications Inc.
+1.52%
+$6,357.4 
GE General Electric Company
+1.42%
+$3,007.94 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+1.26%
+$18,802.67 
AMAT Applied Materials, Inc.
+1.18%
+$6,313.02 
VUG Vanguard Growth ETF
+1.1%
+$51,668.94 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$17,700.69 
ITAN Sparkline Intangible Value ETF
+1.02%
+$4,094.5 
IMOM Alpha International Quantitative Momentum ETF
+1.01%
+$9,950.06 
BBLU EA Bridgeway Blue Chip ETF
+0.9%
+$5,241.75 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$1,917.6 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,094.48 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$6,173.7 
SHLD Global X Defense Tech ETF
+0.77%
+$6,509.76 
TSLA Tesla, Inc.
+0.76%
+$1,574.11 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,538.64 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.73%
+$111,379.46 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$13,729.21 
VIS Vanguard Industrials ETF
+0.72%
+$2,253.35 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,055.8 
NTSX WisdomTree U.S. Efficient Core Fund
+0.71%
+$36,265.73 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$4,456.18 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,566.72 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$11,662.03 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$13,861.68 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$1,586.61 
RSSY Return Stacked U.S. Stocks & Bonds Yield ETF
+0.52%
+$9,049.69 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$9,541.47 
UDEC Innovator U.S. Equity Ultra Fund
+0.48%
+$3,203.18 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,284.38 
RCS PIMCO Strategic Income Fund
+0.39%
+$1,566.34 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$30,980.16 
SECT Main Sector Rotation ETF
+0.34%
+$5,274.96 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$4,281.84 
TTC The Toro Company
+0.32%
+$696 
MRK Merck & Co., Inc.
+0.32%
+$1,105.39 
SMH VanEck Semiconductor ETF
+0.3%
+$1,755.52 
PSMD Pacer Swan SOS Moderate January U.S. Equity ETF
+0.3%
+$2,018.9 
PHO Invesco Water Resources ETF
+0.27%
+$4,943.42 
JPM JPMorgan Chase & Co.
+0.27%
+$2,504.16 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$592.24 
WCC Wesco International Inc.
+0.24%
+$840.48 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,257.23 
USAC Usa Compression Partners L.P.
+0.15%
+$370.12 
SJB ProShares Short High Yield
+0.13%
+$237.42 
WM Waste Management, Inc.
+0.1%
+$487.52 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$962.64 
WMT Walmart Inc.
+0.09%
+$218.8 
SOXX iShares Semiconductor ETF
+0.07%
+$815.06 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$16,125.83 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$113.67 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$160.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$328.16 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$713.56 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$46.8 
AAPL Apple Inc.
-7.35%
-$176,911.8 
SLV iShares Silver Trust
-2.13%
-$109,582.5 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$5,586.75 
IBB iShares Biotechnology ETF
-1.87%
-$10,493.83 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$32,557.21 
NEE NextEra Energy, Inc.
-1.15%
-$3,714.78 
DTAN Sparkline International Intangible Value ETF
-0.74%
-$3,643.74 
MA Mastercard Incorporated
-0.74%
-$2,511.75 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$2,027.52 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,697.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,998.1 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,189.88 
SYLD Cambria Shareholder Yield ETF
-0.62%
-$10,409.88 
LLY Eli Lilly and Company
-0.53%
-$1,115.66 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$9,234.65 
VAMO Cambria Value and Momentum ETF
-0.46%
-$29,606.3 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,407.19 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$1,590.16 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$7,426.38 
VGT Vanguard Information Technology ETF
-0.38%
-$40,268.64 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$973.43 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,335.85 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$641.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$774.06 
COST Costco Wholesale Corporation
-0.24%
-$955.31 
IXN iShares Global Tech ETF
-0.21%
-$530.36 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$753.6 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,455.6 
IXUS iShares Core International Stock ETF
-0.15%
-$471.38 
FYLD Cambria Foreign Shareholder Yield ETF
-0.1%
-$654.72 
TRTY Cambria Trinity ETF
-0.06%
-$1,867.8 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$135.45 
CAOS Alpha Architect Tail Risk ETF
-0.06%
-$2,081.35 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$128.2 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,165.8 
GMOM Cambria Global Momentum ETF
-0.01%
-$1,151.42 Events
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Dividends
Dividend Analysis
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| Trades 657 | Longs Won 503/657 76% | Profit Factor 11.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $204,575.51 |
| Average Win $65,500.97 | Best Trade (Aug 13) $3.07M | Sharpe Ratio -11.26 |
| Average Loss -$18,779.8 | Worst Trade (Aug 03) -$452,364.14 | Z-Score 20.97 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $45,745.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,215 | $1.82M | $2.23M | - | $410,204.37 | 22.56% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,566 | $249,968.06 | $249,851.42 | - | -$116.64 | -0.05% | -0.256% |
| AMAT Applied Materials, Inc. | 1,070 | $196,082.45 | $543,206.91 | - | $347,124.46 | 177.03% | +1.176% |
| AMZN Amazon.com Inc | 2,718 | $601,455.07 | $738,154.41 | - | $136,699.34 | 22.73% | +15.321% |
| BBLU EA Bridgeway Blue Chip ETF | 34,945 | $473,616.25 | $587,774.9 | - | $114,158.65 | 24.1% | +0.9% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 114,823 | $12.62M | $15.46M | - | $2.84M | 22.49% | +0.726% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3,789 | $347,616.84 | $347,375.52 | - | -$241.32 | -0.07% | +0.033% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 230,369 | $25.62M | $27.11M | - | $1.5M | 5.84% | +0.06% |
| BRK-B Berkshire Hathaway Inc. | 16,656 | $7.97M | $8.52M | - | $548,777.61 | 6.88% | +0.365% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 7,228 | $318,845.63 | $391,902.16 | - | $73,056.53 | 22.91% | -0.404% |
| CAOS Alpha Architect Tail Risk ETF | 41,627 | $3.73M | $3.77M | - | $36,442.49 | 0.98% | -0.055% |
| COST Costco Wholesale Corporation | 419 | $383,917.13 | $398,841.91 | - | $14,924.78 | 3.89% | -0.239% |
| COWZ Pacer US Cash Cows 100 ETF | 9,671 | $561,391.51 | $647,086.61 | - | $85,695.1 | 15.26% | +0.195% |
| CVX Chevron Corporation | 1,639 | $244,584.11 | $322,604.37 | - | $78,020.26 | 31.9% | +2.35% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 7,403 | $226,617 | $228,900.76 | - | $2,283.76 | 1.01% | +0.259% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 20,301 | $1.69M | $1.96M | - | $263,908.46 | 15.58% | +0.49% |
| DTAN Sparkline International Intangible Value ETF | 14,752 | $458,119.7 | $488,143.68 | - | $30,023.98 | 6.55% | -0.741% |
| DXJ WisdomTree Japan Hedged Equity Fund | 1,584 | $252,297.04 | $275,029.92 | - | $22,732.88 | 9.01% | -0.732% |
| EEM iShares MSCI Emerging Markets ETF | 4,189 | $223,910.94 | $268,472.99 | - | $44,562.05 | 19.9% | +0.786% |
| FENY Fidelity MSCI Energy Index ETF | 52,061 | $1.37M | $1.72M | - | $348,526.28 | 25.4% | +1.039% |
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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 - $997,941.74, iShares Silver Trust - $553,202.08, Cambria Global Momentum ETF - $278,000.49, Robinhood Markets, Inc - $270,080.69, and Vanguard Information Technology ETF - $256,602.65. 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 $2.53M earned over time. The largest contributors to dividend income include Cambria Global Momentum ETF - $278,000.49, JPMorgan Betabuilders U.S. Equity Fund - $212,240.82, JPMorgan Equity Premium Income Fund - $202,833.31, WisdomTree Floating Rate Treasury Fund - $155,031.74, and iShares 0-3 Month Treasury Bond ETF - $98,855.88. 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.
