DAVID REICHERT Portfolio
Invests via Atlatl Advisers LLC | Managed by Ross Fedenia, Mark Fedenia, Tim Price
Invests via Atlatl Advisers LLC
Managed by Ross Fedenia, Mark Fedenia, Tim Price
Automatically Tracked
DAVID REICHERT Profile
Former U.S. congressman and county sheriff with a background in law enforcement and public policy, now active in private-sector advisory and governance roles. David Reichert leverages that experience to advise healthcare, security and municipal infrastructure firms on regulatory strategy and stakeholder engagement. He is frequently engaged by boards for government relations, compliance and crisis response work and is positioned as a bridge between public-sector decision makers and private investors.
Former U.S. congressman and county sheriff with a background in law enforcement and public policy, now active in private-sector advisory and governance roles. David Reichert leverages that experience to advise healthcare, security and municipal infrastructure firms on regulatory strategy and stakeholder engagement. He is frequently engaged by boards for government relations, compliance and crisis response work and is positioned as a bridge between public-sector decision makers and private investors.
Investment Philosophy & Strategy
Combines a government-facing advisory lens with a preference for investments in healthcare, security, and municipal infrastructure that benefit from regulatory insight and stable cash flows. Prioritizes capital deployment into compliance-intensive, concession-style or public–private partnership assets where stakeholder alignment and crisis-response capability protect downside. Emphasizes patient, lower-leverage positions and board/advisory roles to shape policy outcomes and operational resilience. Underwriting centers on regulatory risk mitigation, government relationships, and measurable service delivery economics.
Combines a government-facing advisory lens with a preference for investments in healthcare, security, and municipal infrastructure that benefit from regulatory insight and stable cash flows. Prioritizes capital deployment into compliance-intensive, concession-style or public–private partnership assets where stakeholder alignment and crisis-response capability protect downside. Emphasizes patient, lower-leverage positions and board/advisory roles to shape policy outcomes and operational resilience. Underwriting centers on regulatory risk mitigation, government relationships, and measurable service delivery economics.
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:
5.06%
Gain -2.42%
Monthly
0.23%
Yearly
2.8%
Drawdown
18.79%
$378.2M
Equity
Holdings
$378.2M
Investment
$405.69M
-$8.82M
Profit -$8.26M
Realized
$18.67M
Unrealized
-$27.48M
Dividends
$6.17M
Goals
Avg. 25% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.42%
Profit
-$8.26M
Win %
51%
This Week
Compared To Last Week
Gain
-7.01%
Profit
-$28.5M
Win %
51%
This Month
Compared to last month
Gain
-6.05%
Profit
-$24.34M
Win %
51%
This Year
Compared to last year
Gain
-10.01%
Profit
-$42.05M
Win %
58%
NOG Northern Oil and Gas Inc.
+4.6%
+$386.31 
KRMN Karman Holdings Inc.
+4.07%
+$1,483.5 
HONA Honeywell Aerospace Inc.
+3.34%
+$370.94 
FANG Diamondback Energy Inc
+3.34%
+$78.36 
BP BP p.l.c. Sponsored ADR
+3.21%
+$82.42 
DKS Dick's Sporting Goods, Inc.
+3.21%
+$397.76 
EQNR Equinor ASA Sponsored ADR
+3.14%
+$1,245.03 
COP ConocoPhillips
+3.04%
+$3,249.2 
EOG EOG Resources, Inc.
+2.83%
+$1,200.96 
SWKS Skyworks Solutions Inc.
+2.81%
+$55.5 
RTX RTX Corporation
+2.79%
+$6,504.12 
BTI British American Tobacco p.l.c. ADR
+2.76%
+$433.6 
VAL Valaris Limited
+2.72%
+$342 
NOC Northrop Grumman Corporation
+2.66%
+$996 
DVN Devon Energy Corporation
+2.61%
+$59.11 
LMT Lockheed Martin Corporation
+2.52%
+$3,670.48 
FDXF FedEx Freight Holding Company Inc.
+2.48%
+$41.1 
PPTA Perpetua Resources Corp.
+2.43%
+$2,603.25 
SHEL Shell plc
+2.4%
+$1,071.36 
PM Philip Morris International Inc.
+2.09%
+$979.29 
TRP TC Energy Corporation
+2.03%
+$18.15 
CVX Chevron Corporation
+2%
+$2,468.75 
XLE Energy Select Sector SPDR Fund
+1.95%
+$35,324.9 
CCEP Coca-Cola Europacific Partners PLC
+1.94%
+$824.5 
PEP PepsiCo, Inc.
+1.92%
+$565.63 
WEC WEC Energy Group Inc.
+1.86%
+$330.96 
UL Unilever PLC Sponsored American Depositary Receipt
+1.86%
+$338.4 
F Ford Motor Company
+1.83%
+$67.5 
EXC Exelon Corporation
+1.82%
+$2,206.43 
KAI Kadant Inc.
+1.82%
+$79.9 
AEP American Electric Power Company, Inc.
+1.81%
+$51.63 
CCI Crown Castle Inc.
+1.76%
+$108.19 
DUK Duke Energy Corporation
+1.7%
+$304.26 
ATO Atmos Energy Corporation
+1.69%
+$24.93 
EVRG Evergy Inc.
+1.67%
+$833.68 
IBN ICICI Bank Limited Sponsored ADR
+1.65%
+$795.88 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.64%
+$28.6 
XOM Exxon Mobil Corporation
+1.64%
+$7,370.25 
CASY Casey's General Stores Inc.
+1.58%
+$818.89 
CNP CenterPoint Energy Inc.
+1.53%
+$184.22 
ET Energy Transfer L.P.
+1.5%
+$208.18 
GD General Dynamics Corporation
+1.47%
+$335.92 
MDLZ Mondelez International, Inc.
+1.46%
+$449.88 
LHX L3Harris Technologies, Inc.
+1.45%
+$289.67 
AZO AutoZone Inc.
+1.39%
+$42.65 
MO Altria Group, Inc.
+1.38%
+$3,459.84 
NORW Global X MSCI Norway ETF
+1.37%
+$111.19 
VMC Vulcan Materials Company
+1.34%
+$192.95 
USB U.S. Bancorp
+1.28%
+$1,475.14 
COST Costco Wholesale Corporation
+1.27%
+$1,749.1 
KO The Coca-Cola Company
+1.21%
+$1,178.82 
AFG American Financial Group Inc.
+1.2%
+$119 
GE General Electric Company
+1.19%
+$5,086.41 
ALL Allstate Corporation
+1.17%
+$732.1 
PSX Phillips 66
+1.17%
+$629.61 
CMCSA Comcast Corp
+1.15%
+$89 
AWK American Water Works Company, Inc.
+1.12%
+$40.23 
HDV iShares Core High Dividend ETF
+1.11%
+$3,905.55 
NUE Nucor Corporation
+1.11%
+$1,068.78 
TFC Truist Financial Corporation
+1.06%
+$118.8 
TXMD TherapeuticsMD, Inc.
+1.04%
+$0.8 
CINF Cincinnati Financial Corporation
+1.01%
+$279.71 
DTE DTE Energy Company
+0.98%
+$271.08 
MRK Merck & Co., Inc.
+0.96%
+$558.6 
DEO Diageo plc Sponsored ADR
+0.95%
+$28.64 
ORI Old Republic International Corp.
+0.94%
+$6.93 
NEE NextEra Energy, Inc.
+0.94%
+$715.58 
CRH CRH plc
+0.94%
+$264.88 
HD The Home Depot, Inc.
+0.93%
+$334.08 
EG Everest Group, Ltd.
+0.93%
+$394.05 
MLM Martin Marietta Materials, Inc.
+0.93%
+$86.64 
ROST Ross Stores, Inc.
+0.93%
+$141.37 
MCHP Microchip Technology Incorporated
+0.89%
+$172.26 
XEL Xcel Energy Inc.
+0.88%
+$170.28 
HWM Howmet Aerospace Inc.
+0.87%
+$3,207.62 
KR Kroger Co.
+0.86%
+$186.84 
RNR Renaissancere Holdings Ltd.
+0.86%
+$17.7 
CMI Cummins Inc.
+0.86%
+$13.68 
COF Capital One Financial Corporation
+0.85%
+$912.9 
SBSW Sibanye Stillwater Ltd - ADR
+0.85%
+$55.25 
VZ Verizon Communications Inc.
+0.83%
+$1,236.17 
PSA Public Storage Common Stock
+0.83%
+$309.33 
ITA iShares U.S. Aerospace & Defense ETF
+0.82%
+$3,003.54 
CAG Conagra Brands Inc.
+0.81%
+$243.34 
SGDM Sprott Gold Miners ETF
+0.78%
+$395.02 
PG Procter & Gamble Co
+0.77%
+$1,872.57 
LIN Linde plc
+0.76%
+$999.64 
PGR Progressive Corporation
+0.73%
+$447.45 
MNST Monster Beverage Corporation
+0.72%
+$90.35 
HEI.A Heico Corporation
+0.71%
+$118.08 
JNJ Johnson & Johnson
+0.71%
+$2,122.94 
HLT Hilton Worldwide Holdings Inc.
+0.69%
+$160.48 
JPM JPMorgan Chase & Co.
+0.68%
+$5,651.72 
AMLP Alerian MLP ETF
+0.68%
+$141.68 
BHP BHP Group Ltd.
+0.68%
+$114.8 
GM General Motors Company
+0.67%
+$1,168.72 
GRMN Garmin Ltd.
+0.66%
+$990.76 
HSY The Hershey Company
+0.65%
+$11 
PCAR PACCAR Inc.
+0.65%
+$101.52 
QSR Restaurant Brands International Inc.
+0.64%
+$117.8 
MRSH Marsh & McLennan Companies, Inc.
+0.64%
+$347.75 
LOW Lowe's Companies Inc.
+0.64%
+$606.25 
FISV Fiserv, Inc.
+0.64%
+$36 
WMT Walmart Inc.
+0.63%
+$1,065.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$127.05 
WFC Wells Fargo & Company
+0.59%
+$13.1 
CI The Cigna Group
+0.58%
+$179.22 
BRK-B Berkshire Hathaway Inc.
+0.56%
+$1,612.71 
DOW Dow Inc.
+0.56%
+$18.32 
ABBV AbbVie Inc.
+0.55%
+$854.89 
ISRG Intuitive Surgical, Inc.
+0.55%
+$123.49 
TXN Texas Instruments Inc
+0.55%
+$21.28 
LLY Eli Lilly and Company
+0.54%
+$772.8 
CB Chubb Limited
+0.53%
+$475.64 
KMB Kimberly-Clark Corporation
+0.52%
+$13.08 
BCE BCE Inc.
+0.52%
+$34.76 
ORLY O'Reilly Automotive Inc.
+0.51%
+$273 
DVY iShares Select Dividend ETF
+0.5%
+$140.62 
VICI Vici Properties Inc.
+0.49%
+$164.45 
ATRO Astronics Corporation
+0.47%
+$394.4 
C Citigroup Inc.
+0.44%
+$93.74 
INCE Franklin Income Equity Focus ETF
+0.44%
+$2,438.76 
XIFR Xplr Infrastructure Partners L.P.
+0.41%
+$1.4 
NKE Nike, Inc. - Class B
+0.4%
+$7.65 
ITW Illinois Tool Works Inc.
+0.4%
+$26.75 
NVS Novartis AG Sponsored ADR
+0.38%
+$94.3 
GEV GE Vernova Inc.
+0.36%
+$3,888.61 
DFIV Dimensional International Value ETF
+0.34%
+$142.27 
TRV The Travelers Companies, Inc.
+0.33%
+$61.74 
V Visa Inc. Class A
+0.32%
+$1,082.04 
AAPL Apple Inc.
+0.3%
+$17,780.89 
T AT&T Inc.
+0.3%
+$212.24 
SQM Quimica y Minera Chilena S.A. ADR
+0.27%
+$32 
BIPC Brookfield Infrastructure Partners L.P.
+0.25%
+$21.47 
FNF Fidelity National Financial, Inc.
+0.21%
+$75.31 
RCL Royal Caribbean Group
+0.21%
+$8.26 
EWL iShares MSCI Switzerland ETF
+0.2%
+$184.5 
BSX Boston Scientific Corporation
+0.19%
+$41.82 
NRG NRG Energy, Inc.
+0.19%
+$45.83 
MPC Marathon Petroleum Corporation
+0.19%
+$20.47 
VIK Viking Holdings Ltd
+0.18%
+$1,021.45 
FG F&G Annuities & Life Inc.
+0.18%
+$1.82 
BLK BlackRock, Inc.
+0.16%
+$3.52 
PFE Pfizer Inc.
+0.15%
+$7.38 
ASML ASML Holding N.V. New York Registry Shares
+0.14%
+$234.16 
EFV iShares MSCI EAFE Value ETF
+0.13%
+$463.2 
PUK Prudential plc ADR
+0.12%
+$78.09 
NXST Nexstar Media Group Inc.
+0.12%
+$28.12 
STIP iShares 0-5 Year TIPS Bond ETF
+0.11%
+$2,775.08 
GPC Genuine Parts Company
+0.1%
+$10.78 
FNV Franco-Nevada Corporation
+0.1%
+$14.4 
ADP Automatic Data Processing Inc.
+0.09%
+$40.75 
ADI Analog Devices, Inc.
+0.09%
+$90.05 
XLRE The Real Estate Select Sector SPDR Fund
+0.07%
+$1,613.67 
VYMI Vanguard International High Dividend Yield Index Fund
+0.07%
+$89.32 
ICE Intercontinental Exchange, Inc.
+0.06%
+$31.6 
MAS Masco Corporation
+0.06%
+$2.92 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$123.84 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.05%
+$5.76 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.05%
+$25 
VGSH Vanguard Short-Term Treasury Fund
+0.03%
+$8.04 
VNQ Vanguard Real Estate ETF
+0.02%
+$26.4 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.02%
+$3.05 
VTV Vanguard Value ETF
+0.02%
+$67.64 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$93.28 
WM Waste Management, Inc.
+0.01%
+$3.76 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 LAC
LAC
0%
$0 SNDU
SNDU
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$254,296.35 
NBIS Nebius Group N.V.
-10.78%
-$71,085 
MRNA Moderna, Inc.
-9.54%
-$112,875 
LCID Lucid Group, Inc.
-9.43%
-$15.51 
HTZWW Hertz Global Holdings, Inc. Warrant
-9.13%
-$31.35 
AMDL GraniteShares 2x Long AMD ETF
-8.72%
-$14,375 
LEU Centrus Energy Corp.
-8.64%
-$46,929.11 
WGMI Valkyrie Bitcoin Miners ETF
-8.46%
-$61,866.86 
OUST Ouster, Inc.
-7.95%
-$7,470 
PANW Palo Alto Networks, Inc.
-7.9%
-$568,561.31 
FTNT Fortinet Inc.
-7.87%
-$9,311.25 
CRWD CrowdStrike Holdings, Inc.
-7.52%
-$20,976.01 
NET Cloudflare Inc.
-7.48%
-$74,734.03 
DDOG Datadog, Inc. Class A Common Stock
-7.37%
-$549.64 
PLTR Palantir Technologies Inc.
-7.28%
-$191,566.6 
ZS Zscaler Inc.
-7.08%
-$546 
RKLB Rocket Lab Corporation
-7.04%
-$11,599.98 
ABSI Absci Corporation
-6.98%
-$3,100 
ASTS AST SpaceMobile, Inc.
-6.85%
-$3,045 
FIG Figma Inc. Class A Common Stock
-6.67%
-$291.65 
OKLO Oklo Inc.
-6.66%
-$350 
AIOT PowerFleet Inc.
-6.63%
-$255.25 
ABCL AbCellera Biologics Inc.
-6.11%
-$31,000 
HPE Hewlett Packard Enterprise Company
-6.05%
-$433,128.4 
COHR Coherent Corp.
-5.94%
-$166,209.71 
STX Seagate Technology Holdings plc
-5.67%
-$311,679.28 
ACHR Archer Aviation Inc.
-5.5%
-$1,175 
NOW ServiceNow, Inc.
-5.49%
-$4,564.01 
CIEN Ciena Corporation
-5.47%
-$233,771.4 
NNE Nano Nuclear Energy Inc.
-5.08%
-$1,500.75 
ZETA Zeta Global Holdings Corp.
-4.98%
-$522.71 
SNDK SanDisk Corporation
-4.9%
-$521,054.66 
INTC Intel Corporation
-4.68%
-$208,903.95 
ARKG ARK Genomic Revolution ETF
-4.67%
-$13,800 
WDC Western Digital Corporation
-4.65%
-$230,800.22 
ARM Arm Holdings plc American Depositary Receipt
-4.64%
-$162,317.98 
STRL Sterling Infrastructure, Inc.
-4.41%
-$983.5 
NTAP NetApp, Inc.
-4.37%
-$2,056.41 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-4.34%
-$6,621.16 
DOCU DocuSign Inc.
-4.32%
-$251.25 
ARKK ARK Innovation ETF Fund
-4.32%
-$12,228.5 
ORCL Oracle Corporation
-4.29%
-$801.34 
AMD Advanced Micro Devices, Inc.
-4.27%
-$323,673.9 
APP AppLovin Corporation Class A Common Stock
-4.2%
-$1,444.02 
QLD ProShares Ultra QQQ
-4.19%
-$53,854.92 
QS QuantumScape Corp
-4.14%
-$35 
BAI iShares A.I. Innovation and Tech Active ETF
-4.04%
-$11,889.5 
HIMS Hims & Hers Health, Inc.
-3.91%
-$323.15 
MU Micron Technology, Inc.
-3.9%
-$401,982.29 
SHOP Shopify Inc.
-3.86%
-$13,740 
AGX Argan Inc.
-3.85%
-$4,317.27 
MRVL Marvell Technology, Inc.
-3.79%
-$212,093.93 
ANET Arista Networks, Inc.
-3.77%
-$2,516.4 
LITE Lumentum Holdings Inc.
-3.68%
-$180,880.87 
SNPS Synopsys, Inc.
-3.62%
-$1,663.06 
UP Wheels Up Experience Inc.
-3.52%
-$8.75 
LRCX Lam Research Corporation
-3.51%
-$157,723.14 
DELL Dell Technologies Inc.
-3.45%
-$212,551.41 
PEGA Pegasystems Inc.
-3.42%
-$3,188.16 
META Meta Platforms Inc Class A
-3.38%
-$11,297.81 
ETHU 2X Ether ETF
-3.37%
-$148.68 
FFIV F5 Inc.
-3.29%
-$4,357.25 
AVGO Broadcom Inc.
-3.29%
-$21,096.44 
SOFI SoFi Technologies, Inc.
-3.28%
-$49.5 
GLW Corning Incorporated
-3.26%
-$105,303.76 
UWM ProShares Ultra Russell2000
-3.25%
-$22,410 
AMAT Applied Materials, Inc.
-3.23%
-$129,986.29 
OSCR Oscar Health, Inc.
-3.2%
-$609.9 
RNAC Cartesian Therapeutics Inc.
-3.12%
-$5,844.35 
SE Sea Ltd.
-3.11%
-$142.41 
JOBY Joby Aviation, Inc.
-3.02%
-$1,225.25 
KLAC KLA Corporation
-2.94%
-$92,774.58 
NFLX Netflix, Inc.
-2.88%
-$104.5 
ADBE Adobe Inc.
-2.87%
-$1,249.06 
EBAY eBay Inc.
-2.81%
-$190.3 
ETSY Etsy Inc.
-2.76%
-$36.9 
HOG Harley-Davidson Inc.
-2.75%
-$190 
GEN Gen Digital Inc.
-2.72%
-$228.82 
TSLA Tesla, Inc.
-2.7%
-$32,814.68 
MSFT Microsoft Corp.
-2.59%
-$64,788.36 
RH RH
-2.51%
-$296 
XLK State Street Technology Select Sector SPDR ETF
-2.5%
-$34,706.16 
TER Teradyne, Inc.
-2.49%
-$104,170.8 
RKT Rocket Companies, Inc. Class A
-2.48%
-$691.62 
SOLV Solventum Corporation
-2.46%
-$6.48 
SCHW Charles Schwab Corporation
-2.45%
-$2,702.7 
BSOL Bitwise Solana Staking Exchange Traded Product
-2.42%
-$729.88 
SII Sprott Inc.
-2.31%
-$1,305 
VRT Vertiv Holdings Co
-2.3%
-$17,895.9 
NLR VanEck Uranium and Nuclear ETF
-2.27%
-$54.75 
GOOGL Alphabet Inc
-2.25%
-$39,089.05 
MTUM iShares MSCI USA Momentum Factor ETF
-2.19%
-$5,418.6 
GOOG Alphabet Inc
-2.14%
-$20,411.18 
SSO ProShares Ultra S&P500
-2.12%
-$19,380 
LMAT Lemaitre Vascular Inc.
-2.09%
-$823.02 
FBCG Fidelity Blue Chip Growth Fund
-2.07%
-$2,547.2 
QQQ Invesco QQQ Trust, Series 1
-2.07%
-$1.12M 
ICVT iShares Convertible Bond ETF
-2.02%
-$11,420.71 
DXC Dxc Technology Co.
-1.99%
-$240.62 
STT State Street Corp
-1.98%
-$23.24 
CBRE CBRE Group Inc.
-1.98%
-$820.08 
SPCX Space Exploration Technologies Corp. Class A
-1.93%
-$6,288.68 
IWF iShares Russell 1000 Growth ETF
-1.91%
-$758.4 
CSCO Cisco Systems, Inc.
-1.88%
-$6,251.4 
IWY iShares Russell Top 200 Growth ETF
-1.87%
-$180.34 
URNM Sprott Uranium Miners ETF
-1.85%
-$133.65 
PALL abrdn Physical Palladium Shares ETF
-1.85%
-$107.54 
LYV Live Nation Entertainment, Inc.
-1.84%
-$422.94 
VUG Vanguard Growth ETF
-1.84%
-$60,188.7 
AMZN Amazon.com Inc
-1.84%
-$51,877.69 
EW Edwards Lifesciences Corporation
-1.82%
-$48 
VXF Vanguard Extended Market ETF
-1.81%
-$3,059.76 
KEYS Keysight Technologies, Inc.
-1.79%
-$1,301.68 
PWR Quanta Services Inc.
-1.77%
-$614.25 
SPMO Invesco S&P 500 Momentum ETF
-1.77%
-$74,574.75 
UBER Uber Technologies, Inc.
-1.73%
-$61.5 
CDNS Cadence Design Systems, Inc.
-1.72%
-$217.62 
SPOT Spotify Technology S.A.
-1.72%
-$375.15 
MELI MercadoLibre, Inc.
-1.71%
-$31.71 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.69%
-$1,804.65 
MPWR Monolithic Power Systems, Inc.
-1.69%
-$421.9 
CEG Constellation Energy Corporation
-1.68%
-$6,042.15 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.67%
-$17,338.92 
DLB Dolby Laboratories Inc.
-1.61%
-$480.2 
LW Lamb Weston Holdings, Inc.
-1.59%
-$320.78 
EXPD Expeditors International of Washington, Inc.
-1.57%
-$2,525.32 
FIX Comfort Systems USA, Inc.
-1.55%
-$70,571.58 
CG The Carlyle Group Inc.
-1.53%
-$12.99 
FEMR Fidelity Enhanced Emerging Markets ETF
-1.53%
-$471 
IEMG iShares Core MSCI Emerging Markets ETF
-1.52%
-$9,380.74 
IBIT iShares Bitcoin Trust
-1.5%
-$1,562.4 
UFO Procure Space ETF
-1.5%
-$934.8 
AGM Federal Agricultural Mortgage Corporation
-1.44%
-$452.88 
DOX Amdocs Limited
-1.43%
-$58.29 
GNRC Generac Holdings Inc.
-1.42%
-$126.9 
TGT Target Corporation
-1.41%
-$150.28 
UNH UnitedHealth Group Incorporated
-1.4%
-$2,964.97 
BDX Becton, Dickinson and Company
-1.37%
-$177.55 
APH Amphenol Corporation
-1.36%
-$12,680.64 
BLCR iShares Large Cap Core ACT ETF
-1.35%
-$3,415.66 
SXI Standex International Corporation
-1.35%
-$482.4 
VB Vanguard Small-Cap ETF
-1.34%
-$5,363.05 
IDT IDT Corporation
-1.32%
-$1,253.5 
QCOM QUALCOMM Incorporated
-1.32%
-$304.74 
EME EMCOR Group, Inc.
-1.31%
-$47.95 
EVR Evercore Inc.
-1.3%
-$280.56 
VWO Vanguard FTSE Emerging Markets ETF
-1.28%
-$11,317.45 
DSI iShares MSCI KLD 400 Social ETF
-1.26%
-$1,204.02 
GS The Goldman Sachs Group, Inc.
-1.26%
-$1,742.2 
TMO Thermo Fisher Scientific Inc.
-1.24%
-$3,900.33 
BKNG Booking Holdings Inc.
-1.23%
-$766.87 
MCS Marcus Corporation
-1.22%
-$28 
LSTR Landstar System Inc.
-1.21%
-$559.52 
SCHB Schwab U.S. Broad Market ETF
-1.15%
-$4,340.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.11%
-$3,167.65 
AZN AstraZeneca PLC American Depositary Shares
-1.09%
-$347.62 
IBM International Business Machines Corporation
-1.06%
-$24.8 
ABNB Airbnb, Inc.
-1.06%
-$287.04 
KTOS Kratos Defense & Security Solutions, Inc.
-1.05%
-$780.45 
EMR Emerson Electric Co.
-1.04%
-$507 
IVV iShares Core S&P 500 ETF
-1.04%
-$28,894.99 
IJR iShares Core S&P Small-Cap ETF
-1.03%
-$1,645.47 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.02%
-$9,327.27 
VOO Vanguard S&P 500 ETF
-1.02%
-$152,545.56 
SPY SPDR S&P 500 ETF Trust
-1.02%
-$464,768.48 
AMP Ameriprise Financial, Inc.
-1.01%
-$50.8 
OMC Omnicom Group Inc.
-1.01%
-$124.69 
THRO iShares U.S. Thematic Rotation Active ETF
-1.01%
-$2,908.81 
ODFL Old Dominion Freight Line, Inc.
-1%
-$313.74 
IJH iShares Core S&P Mid-Cap ETF
-0.99%
-$74.88 
NFE New Fortress Energy Inc.
-0.96%
-$0.82 
STWD Starwood Property Trust Inc.
-0.95%
-$288.24 
MDY SPDR S&P MidCap 400 ETF Trust
-0.95%
-$505.6 
MS Morgan Stanley
-0.94%
-$231.88 
JCI Johnson Controls International plc
-0.92%
-$1,710.01 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.92%
-$85.76 
ECL Ecolab Inc.
-0.92%
-$1,465.66 
FDX FedEx Corporation
-0.91%
-$80.85 
HSIC Henry Schein, Inc.
-0.91%
-$215.67 
DFUS Dimensional U.S. Equity Market ETF
-0.89%
-$654 
PFF iShares Preferred and Income Securities ETF
-0.89%
-$1,061.32 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.88%
-$13.5 
NVO Novo Nordisk A/S Sponsored ADR
-0.87%
-$32.64 
MDT Medtronic plc
-0.83%
-$498.49 
GILD Gilead Sciences Inc.
-0.78%
-$525.21 
BN Brookfield Corporation
-0.77%
-$110.86 
VO Vanguard Mid-Cap ETF
-0.75%
-$1,769.61 
SYY Sysco Corporation
-0.73%
-$10.8 
TKO Tko Group Holdings Inc.
-0.7%
-$135.16 
PAYX Paychex Inc.
-0.68%
-$142.69 
NVDA NVIDIA Corporation
-0.68%
-$18,635.19 
PSLV Sprott Physical Silver Trust
-0.67%
-$650.62 
UPS United Parcel Service, Inc.
-0.64%
-$110.62 
FLS Flowserve Corporation
-0.63%
-$25.81 
REGN Regeneron Pharmaceuticals, Inc.
-0.62%
-$370.13 
SEIC SEI Investments Company
-0.62%
-$17.55 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.62%
-$1,087.9 
WAB Wabtec Corporation
-0.6%
-$181.79 
SIVR abrdn Physical Silver Shares ETF
-0.6%
-$64.03 
ENSG The Ensign Group, Inc.
-0.59%
-$384.78 
WRN Western Copper and Gold Corporation
-0.55%
-$36.54 
CORO Ishares International Country Rotational Active ETF
-0.55%
-$1,384.89 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.54%
-$2,694.97 
HAS Hasbro Inc.
-0.54%
-$264.47 
IALT iShares Systematic Alternatives Active ETF
-0.54%
-$8,794.4 
BBY Best Buy Co., Inc.
-0.53%
-$185.5 
ON ON Semiconductor Corporation
-0.52%
-$22.33 
FTAI FTAI Aviation Ltd.
-0.52%
-$1,553.12 
PIPR Piper Sandler Companies
-0.52%
-$4.02 
UNP Union Pacific Corporation
-0.51%
-$24.99 
CAH Cardinal Health Inc.
-0.51%
-$1,436.17 
EFG iShares MSCI EAFE Growth ETF
-0.5%
-$1,734.6 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.48%
-$204.7 
AORT Artivion Inc.
-0.46%
-$692 
EXPO Exponent Inc.
-0.46%
-$11.88 
LITP Sprott Lithium Miners ETF
-0.43%
-$26.64 
MDLN Medline Inc.
-0.42%
-$30.64 
SGOL abrdn Physical Gold Shares ETF
-0.41%
-$15,953.68 
IAU iShares Gold Trust
-0.41%
-$3,012.48 
SLVR Sprott Silver Miners & Physical Silver ETF
-0.38%
-$68.25 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.37%
-$154.02 
TDY Teledyne Technologies Incorporated
-0.36%
-$67.95 
MA Mastercard Incorporated
-0.35%
-$1,245.45 
CEF Sprott Physical Gold and Silver Trust
-0.34%
-$8,668.1 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.33%
-$752.8 
BAC Bank of America Corporation
-0.32%
-$336.27 
PHYS Sprott Physical Gold Trust
-0.31%
-$127.09 
SBUX Starbucks Corporation
-0.29%
-$32.77 
JEPI JPMorgan Equity Premium Income Fund
-0.28%
-$705.76 
SCHF Schwab International Equity ETF
-0.28%
-$376.8 
XLV Health Care Select Sector SPDR Fund
-0.28%
-$6,865.88 
CVS CVS Health Corporation
-0.28%
-$11.47 
DHI D.R. Horton, Inc.
-0.27%
-$264 
AXP American Express Company
-0.26%
-$229.08 
COR Cencora, Inc.
-0.26%
-$7.2 
PPG PPG Industries Inc.
-0.26%
-$13.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$8,951.22 
ADUR Aduro Clean Technologies Inc.
-0.25%
-$11.03 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.23%
-$16.87 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.23%
-$33.49 
BNDX Vanguard Total International Bond ETF
-0.23%
-$161.42 
DFUV Dimensional US Marketwide Value ETF
-0.22%
-$204.75 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.22%
-$311.1 
RF Regions Financial Corporation
-0.22%
-$88.98 
VIG Vanguard Dividend Appreciation ETF
-0.21%
-$57.63 
SCCO Southern Copper Corporation
-0.2%
-$68.05 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$72.54 
IVE ISHARES S&P 500 VALUE ETF
-0.2%
-$1,741.35 
BWXT Bwx Technologies Inc.
-0.19%
-$34.32 
DOC Healthpeak Properties, Inc.
-0.18%
-$19.88 
BMY Bristol-Myers Squibb Company
-0.18%
-$24.2 
MBB iShares MBS ETF
-0.17%
-$6,666.24 
ACN Accenture plc Class A
-0.17%
-$133.2 
SYSB iShares Systematic Bond ETF
-0.17%
-$2,461.06 
XLI Industrial Select Sector SPDR Fund
-0.15%
-$2,478 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.14%
-$463.8 
IEFA iShares Core MSCI EAFE ETF
-0.14%
-$710.58 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$32.34 
BWA BorgWarner Inc.
-0.13%
-$55.2 
MUB iShares National Muni Bond ETF
-0.13%
-$33,905.56 
ELV Elevance Health, Inc.
-0.12%
-$5.3 
TLH iShares 10-20 Year Treasury Bond ETF
-0.12%
-$1,798.21 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.12%
-$179.63 
FBIZ First Business Financial Services Inc.
-0.11%
-$296.01 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.11%
-$378.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$25.84 
IUSB iShares Core Universal USD Bond ETF
-0.09%
-$9,957.8 
XME SPDR S&P Metals & Mining ETF
-0.09%
-$9 
DIS The Walt Disney Company
-0.07%
-$11.36 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.07%
-$17.24 
OZK Bank OZK
-0.07%
-$15.15 
LMUB iShares Long-Term National Muni Bond ETF
-0.06%
-$3,850.77 
CAT Caterpillar Inc.
-0.06%
-$142.35 
BCS Barclays PLC Sponsored ADR
-0.04%
-$56.01 
MCD McDonald's Corporation
-0.04%
-$83.8 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$1,238.28 
BINC iShares Flexible Income Active ETF
-0.02%
-$298.39 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.02%
-$310.04 
HSBC HSBC Holdings plc Sponsored ADR
-0.02%
-$4.26 
MTZ MasTec, Inc. Common Stock
-0.02%
-$2.4 
AMGN Amgen Inc.
-0.01%
-$6.3 
ABT Abbott Laboratories
-0.01%
-$8.59 
FITB Fifth Third Bancorp
-0.01%
-$1.39 
VOE Vanguard Mid-Cap Value ETF
-0.01%
-$49.92 
PYPL PayPal Holdings Inc
-0.01%
-$0.03 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$2.62 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.01%
-$4.43 Events
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Dividends
Dividend Analysis
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| Trades 1525 | Longs Won 823/1525 53% | Profit Factor 0.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $338,656.34 |
| Average Win $64,164.49 | Best Trade (Mar 31) $2.8M | Sharpe Ratio -5.72 |
| Average Loss -$87,783.99 | Worst Trade (Oct 16) -$7.22M | Z-Score -3.26 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w 2d | Expectancy -$5,781.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 2724283679352353000000E% | 14659477203.31E% | 3750.57E% | 78.88P% | 18.58T% | 20.18B% | 62.92M% | 424,473.7% | 5,163.49% |
| Consecutive Losing Trades | 4,310 | 3,879 | 3,448 | 3,017 | 2,586 | 2,155 | 1,724 | 1,293 | 862 | 431 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,263 | $4.35M | $5.92M | - | $1.57M | 36.01% | +0.301% |
| ABBV AbbVie Inc. | 548 | $137,899 | $156,158.08 | - | $18,259.08 | 13.24% | +0.55% |
| ABCL AbCellera Biologics Inc. | 40,000 | $314,000 | $476,200 | - | $162,200 | 51.66% | -6.112% |
| ABNB Airbnb, Inc. | 156 | $22,324 | $26,900.64 | - | $4,576.64 | 20.5% | -1.056% |
| ABSI Absci Corporation | 5,000 | $57,950 | $41,300 | - | -$16,650 | -28.73% | -6.982% |
| ABT Abbott Laboratories | 859 | $77,946 | $89,911.53 | - | $11,965.53 | 15.35% | -0.01% |
| ACHR Archer Aviation Inc. | 5,000 | $23,650 | $20,175 | - | -$3,475 | -14.69% | -5.504% |
| ACN Accenture plc Class A | 360 | $44,798 | $80,838 | - | $36,040 | 80.45% | -0.165% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 2,365 | $180,000 | $175,435.7 | - | -$4,564.3 | -2.54% | -0.616% |
| ADBE Adobe Inc. | 173 | $35,468 | $42,289.85 | - | $6,821.85 | 19.23% | -2.869% |
| ADI Analog Devices, Inc. | 261 | $103,661 | $105,520.99 | - | $1,859.99 | 1.79% | +0.085% |
| ADP Automatic Data Processing Inc. | 163 | $36,504 | $46,601.7 | - | $10,097.7 | 27.66% | +0.088% |
| ADUR Aduro Clean Technologies Inc. | 441 | $6,950 | $4,398.97 | - | -$2,551.03 | -36.71% | -0.25% |
| AEP American Electric Power Company, Inc. | 23 | $3,147 | $2,910.3 | - | -$236.7 | -7.52% | +1.806% |
| AFG American Financial Group Inc. | 68 | $9,516 | $10,028.64 | - | $512.64 | 5.39% | +1.201% |
| AGG iShares Core U.S. Aggregate Bond ETF | 272 | $26,923 | $25,925.68 | - | -$997.32 | -3.7% | -0.1% |
| AGM Federal Agricultural Mortgage Corporation | 153 | $30,488 | $31,098.78 | - | $610.78 | 2% | -1.435% |
| AGX Argan Inc. | 305 | $243,558 | $107,666.52 | - | -$135,891.48 | -55.79% | -3.855% |
| AIOT PowerFleet Inc. | 1,547 | $5,925 | $3,596.77 | - | -$2,328.23 | -39.3% | -6.627% |
| ALL Allstate Corporation | 261 | $62,102 | $63,267.7 | - | $1,165.7 | 1.88% | +1.171% |
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FAQ
Which stocks have generated the highest profits for DAVID REICHERT?
The largest contributions to the portfolio's profits come from the following stocks: Western Digital Corporation - $2.81M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.59M, Micron Technology, Inc - $2.06M, Vanguard S&P 500 ETF - $1.59M, and Seagate Technology Holdings plc - $1.32M. 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: iShares Bitcoin Trust - $2.41M, Bitwise Bitcoin ETF - $739,916.8, Marvell Technology, Inc - $645,612.85, Robinhood Markets, Inc - $433,211.8, and ServiceNow, Inc - $423,252.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does DAVID REICHERT's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.17M earned over time. The largest contributors to dividend income include iShares National Muni Bond ETF - $796,572.42, iShares Core Universal USD Bond ETF - $732,898.44, VANGUARD FTSE DEVELOPED MARKETS ETF - $371,578.12, Vanguard S&P 500 ETF - $317,909.66, and iShares MBS ETF - $240,572.77. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are DAVID REICHERT's monthly returns?
DAVID REICHERT's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can DAVID REICHERT's strategy be considered aggressive or moderate?
DAVID REICHERT'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 DAVID REICHERT's strategy?
DAVID REICHERT's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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