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:
7.9%
Gain -1.74%
Monthly
0.38%
Yearly
4.66%
Drawdown
16.96%
$385.23M
Equity
Holdings
$385.23M
Investment
$405.69M
-$1.79M
Profit -$5.37M
Realized
$18.67M
Unrealized
-$20.46M
Dividends
$5.47M
Goals
Avg. 29% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.74%
Profit
-$5.37M
Win %
60%
This Week
Compared To Last Week
Gain
-1.86%
Profit
-$7.31M
Win %
60%
This Month
Compared to last month
Gain
-1.38%
Profit
-$5.37M
Win %
60%
This Year
Compared to last year
Gain
-8.34%
Profit
-$35.02M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$399,946.69 
DLB Dolby Laboratories Inc.
+13.58%
+$3,444.7 
OUST Ouster, Inc.
+9.79%
+$10,439.99 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$2,197 
GOOG Alphabet Inc
+6.88%
+$63,443.14 
GOOGL Alphabet Inc
+6.73%
+$111,675.9 
VRT Vertiv Holdings Co
+6.18%
+$51,074.14 
COHR Coherent Corp.
+5.55%
+$154,481.23 
ANET Arista Networks, Inc.
+5.46%
+$3,358.8 
FTNT Fortinet Inc.
+4.99%
+$5,005 
VAL Valaris Limited
+4.78%
+$541.5 
SNPS Synopsys, Inc.
+4.41%
+$1,610.14 
FBIZ First Business Financial Services Inc.
+4.39%
+$10,915 
FTAI FTAI Aviation Ltd.
+4.3%
+$15,087.5 
FFIV F5 Inc.
+3.56%
+$4,007.8 
EXPO Exponent Inc.
+3.53%
+$82.08 
AGM Federal Agricultural Mortgage Corporation
+3.31%
+$1,116.9 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$1,821.75 
META Meta Platforms Inc Class A
+3.28%
+$8,009.04 
SXI Standex International Corporation
+3.22%
+$1,239.5 
LSTR Landstar System Inc.
+3.21%
+$1,460.67 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$6,429.6 
MSFT Microsoft Corp.
+3.02%
+$63,210.37 
LITE Lumentum Holdings Inc.
+2.99%
+$116,934.36 
NVDA NVIDIA Corporation
+2.93%
+$72,385.76 
STRL Sterling Infrastructure, Inc.
+2.76%
+$802 
GNRC Generac Holdings Inc.
+2.71%
+$234 
HIMS Hims & Hers Health, Inc.
+2.7%
+$205.13 
NTAP NetApp, Inc.
+2.6%
+$989.88 
EVR Evercore Inc.
+2.46%
+$645.96 
CVX Chevron Corporation
+2.35%
+$2,544.76 
FIG Figma Inc. Class A Common Stock
+2.34%
+$105.45 
MRVL Marvell Technology, Inc.
+2.32%
+$98,853.3 
ORLY O'Reilly Automotive Inc.
+2.28%
+$1,194 
BP BP p.l.c. Sponsored ADR
+2.26%
+$53 
GLW Corning Incorporated
+2.24%
+$70,747.47 
WDC Western Digital Corporation
+2.21%
+$164,162.32 
EOG EOG Resources, Inc.
+2.19%
+$884.04 
DVN Devon Energy Corporation
+2.17%
+$44.16 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$44.7 
CDNS Cadence Design Systems, Inc.
+2.16%
+$280.8 
CSCO Cisco Systems, Inc.
+2.14%
+$7,338.6 
PSA Public Storage Common Stock
+2.12%
+$846.72 
KEYS Keysight Technologies, Inc.
+2.04%
+$1,354.68 
KRMN Karman Holdings Inc.
+1.97%
+$999.75 
JCI Johnson Controls International plc
+1.93%
+$3,508.36 
LHX L3Harris Technologies, Inc.
+1.9%
+$428.28 
ZS Zscaler Inc.
+1.89%
+$98.35 
PANW Palo Alto Networks, Inc.
+1.89%
+$119,543.7 
BWXT Bwx Technologies Inc.
+1.88%
+$410.52 
FIX Comfort Systems USA, Inc.
+1.88%
+$97,556.46 
ABSI Absci Corporation
+1.83%
+$700 
ORCL Oracle Corporation
+1.81%
+$321.09 
HWM Howmet Aerospace Inc.
+1.8%
+$8,341.52 
PEGA Pegasystems Inc.
+1.73%
+$1,347.84 
CINF Cincinnati Financial Corporation
+1.69%
+$489.7 
SHEL Shell plc
+1.62%
+$635.04 
HPE Hewlett Packard Enterprise Company
+1.61%
+$92,726.08 
ACN Accenture plc Class A
+1.61%
+$946.8 
FANG Diamondback Energy Inc
+1.59%
+$38.16 
BSX Boston Scientific Corporation
+1.59%
+$359.16 
ATRO Astronics Corporation
+1.58%
+$1,468.8 
VZ Verizon Communications Inc.
+1.52%
+$2,338.7 
LMT Lockheed Martin Corporation
+1.5%
+$2,355.99 
NOG Northern Oil and Gas Inc.
+1.49%
+$101.06 
CG The Carlyle Group Inc.
+1.46%
+$15.18 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$14,106.24 
NOC Northrop Grumman Corporation
+1.43%
+$572.25 
PWR Quanta Services Inc.
+1.43%
+$506.52 
GE General Electric Company
+1.42%
+$6,896.13 
FEMR Fidelity Enhanced Emerging Markets ETF
+1.39%
+$423.9 
KLAC KLA Corporation
+1.38%
+$45,118.98 
SSO ProShares Ultra S&P500
+1.35%
+$11,498.83 
CIEN Ciena Corporation
+1.34%
+$59,640.25 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$3,262.73 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$1,180.36 
CAH Cardinal Health Inc.
+1.3%
+$3,321.11 
CMCSA Comcast Corp
+1.23%
+$103.24 
COP ConocoPhillips
+1.22%
+$1,091.85 
QLD ProShares Ultra QQQ
+1.2%
+$13,776.84 
WFC Wells Fargo & Company
+1.19%
+$27.54 
BN Brookfield Corporation
+1.19%
+$194.5 
HONA Honeywell Aerospace Inc.
+1.18%
+$164.56 
AMAT Applied Materials, Inc.
+1.18%
+$55,253.69 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$1,353.2 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$1,455.2 
ITW Illinois Tool Works Inc.
+1.15%
+$81.25 
VUG Vanguard Growth ETF
+1.1%
+$33,924.54 
ZETA Zeta Global Holdings Corp.
+1.08%
+$71.99 
NOW ServiceNow, Inc.
+1.05%
+$649.6 
NBIS Nebius Group N.V.
+1.05%
+$6,930.03 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$1,066.9 
ADBE Adobe Inc.
+1.01%
+$434.23 
XLE Energy Select Sector SPDR Fund
+1%
+$16,032.07 
DOCU DocuSign Inc.
+0.99%
+$40.5 
TDY Teledyne Technologies Incorporated
+0.98%
+$191.7 
ADP Automatic Data Processing Inc.
+0.98%
+$422.17 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$8,394.4 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$780.45 
ASTS AST SpaceMobile, Inc.
+0.92%
+$540 
UNP Union Pacific Corporation
+0.92%
+$45.39 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$326.71 
RNAC Cartesian Therapeutics Inc.
+0.91%
+$1,995.63 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$2,478.36 
AMLP Alerian MLP ETF
+0.89%
+$196 
FLS Flowserve Corporation
+0.89%
+$38.86 
SCHW Charles Schwab Corporation
+0.87%
+$1,064.7 
IBM International Business Machines Corporation
+0.86%
+$19.1 
NORW Global X MSCI Norway ETF
+0.86%
+$67.5 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$76.89 
GEV GE Vernova Inc.
+0.85%
+$9,689.46 
MCD McDonald's Corporation
+0.82%
+$1,843.61 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$14,372.4 
DOX Amdocs Limited
+0.8%
+$29.48 
EMR Emerson Electric Co.
+0.79%
+$354 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$6,962.61 
TSLA Tesla, Inc.
+0.76%
+$7,922.45 
MPC Marathon Petroleum Corporation
+0.76%
+$54.97 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$284.8 
STT State Street Corp
+0.73%
+$9.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,414.46 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$315,761.25 
VOO Vanguard S&P 500 ETF
+0.71%
+$102,541.98 
CAT Caterpillar Inc.
+0.7%
+$1,944.81 
BMY Bristol-Myers Squibb Company
+0.69%
+$99 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$488.32 
IVV iShares Core S&P 500 ETF
+0.69%
+$18,355.2 
HSIC Henry Schein, Inc.
+0.68%
+$158.34 
DOW Dow Inc.
+0.67%
+$22.2 
PLTR Palantir Technologies Inc.
+0.65%
+$10,496.77 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$329,705.52 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,711.16 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$1,766.43 
SYY Sysco Corporation
+0.63%
+$9.54 
OZK Bank OZK
+0.61%
+$156.55 
TER Teradyne, Inc.
+0.6%
+$26,835.72 
ET Energy Transfer L.P.
+0.59%
+$84 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,170.05 
GEN Gen Digital Inc.
+0.59%
+$54.24 
ADUR Aduro Clean Technologies Inc.
+0.58%
+$35.28 
MO Altria Group, Inc.
+0.57%
+$1,322.88 
APH Amphenol Corporation
+0.55%
+$2,513.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,466.64 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$714.56 
EXC Exelon Corporation
+0.53%
+$683.28 
STX Seagate Technology Holdings plc
+0.52%
+$35,382.03 
GM General Motors Company
+0.52%
+$960.02 
PSX Phillips 66
+0.51%
+$200.88 
RNR Renaissancere Holdings Ltd.
+0.51%
+$9.72 
SE Sea Ltd.
+0.47%
+$23.5 
HEI.A Heico Corporation
+0.44%
+$81.36 
PAYX Paychex Inc.
+0.44%
+$96.39 
EBAY eBay Inc.
+0.43%
+$26.95 
RKLB Rocket Lab Corporation
+0.42%
+$805.14 
MDLN Medline Inc.
+0.41%
+$32 
CASY Casey's General Stores Inc.
+0.4%
+$269.5 
PFE Pfizer Inc.
+0.4%
+$16.4 
RTX RTX Corporation
+0.39%
+$1,046.64 
AVGO Broadcom Inc.
+0.37%
+$2,681.28 
PG Procter & Gamble Co
+0.37%
+$823.62 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,009.98 
BAC Bank of America Corporation
+0.36%
+$448.36 
ABCL AbCellera Biologics Inc.
+0.35%
+$800 
XIFR Xplr Infrastructure Partners L.P.
+0.34%
+$1.4 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$838.09 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$805.5 
RF Regions Financial Corporation
+0.32%
+$148.3 
AZO AutoZone Inc.
+0.32%
+$9.68 
GD General Dynamics Corporation
+0.32%
+$82.96 
MRK Merck & Co., Inc.
+0.32%
+$163.59 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$11,990.45 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$673.23 
JPM JPMorgan Chase & Co.
+0.27%
+$2,319.92 
AIOT PowerFleet Inc.
+0.26%
+$15.47 
AMP Ameriprise Financial, Inc.
+0.25%
+$13.8 
NRG NRG Energy, Inc.
+0.24%
+$75.2 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$196.56 
JNJ Johnson & Johnson
+0.21%
+$628.58 
ADI Analog Devices, Inc.
+0.2%
+$193.14 
CMI Cummins Inc.
+0.19%
+$3.66 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$36.3 
USB U.S. Bancorp
+0.17%
+$220.77 
T AT&T Inc.
+0.17%
+$121.28 
MS Morgan Stanley
+0.17%
+$48.96 
VICI Vici Properties Inc.
+0.15%
+$57.2 
CB Chubb Limited
+0.15%
+$134.09 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$2,198.6 
DELL Dell Technologies Inc.
+0.14%
+$7,288.96 
DTE DTE Energy Company
+0.12%
+$36.72 
BDX Becton, Dickinson and Company
+0.1%
+$11.39 
ISRG Intuitive Surgical, Inc.
+0.1%
+$19.08 
LEU Centrus Energy Corp.
+0.1%
+$769.64 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$122.46 
C Citigroup Inc.
+0.1%
+$22.36 
NUE Nucor Corporation
+0.1%
+$94.75 
WM Waste Management, Inc.
+0.1%
+$41.36 
WMT Walmart Inc.
+0.09%
+$144 
ABT Abbott Laboratories
+0.09%
+$77.31 
AEP American Electric Power Company, Inc.
+0.06%
+$1.61 
HDV iShares Core High Dividend ETF
+0.04%
+$118.35 
DIS The Walt Disney Company
+0.03%
+$4.26 
INCE Franklin Income Equity Focus ETF
+0.03%
+$173.58 
AFG American Financial Group Inc.
+0.01%
+$1.36 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$5.25 
DXC Dxc Technology Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXMD TherapeuticsMD, Inc.
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 LAC
LAC
0%
$0 SNDU
SNDU
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$254,296.35 
MTZ MasTec, Inc. Common Stock
-18.91%
-$4,907.2 
LCID Lucid Group, Inc.
-9.11%
-$34.78 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$434.88 
AAPL Apple Inc.
-7.35%
-$423,288.76 
LIN Linde plc
-5.95%
-$8,109.68 
MU Micron Technology, Inc.
-5.9%
-$572,059.75 
ETHU 2X Ether ETF
-5.8%
-$169.92 
OKLO Oklo Inc.
-5.5%
-$395.5 
MRNA Moderna, Inc.
-5.35%
-$15,500 
LYV Live Nation Entertainment, Inc.
-5.14%
-$1,254.19 
SNDK SanDisk Corporation
-5.09%
-$496,551.12 
NNE Nano Nuclear Energy Inc.
-4.62%
-$1,674.75 
SPOT Spotify Technology S.A.
-4.34%
-$929.47 
SHOP Shopify Inc.
-4.29%
-$10,500 
UP Wheels Up Experience Inc.
-3.85%
-$16.1 
FNV Franco-Nevada Corporation
-3.81%
-$506.4 
HTZWW Hertz Global Holdings, Inc. Warrant
-3.81%
-$11.65 
CAG Conagra Brands Inc.
-3.46%
-$1,100.32 
SII Sprott Inc.
-3.43%
-$1,830 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$8,406.85 
AMDL GraniteShares 2x Long AMD ETF
-3.35%
-$4,475 
WRN Western Copper and Gold Corporation
-3.32%
-$255.78 
AORT Artivion Inc.
-3.04%
-$5,812.8 
CI The Cigna Group
-2.99%
-$886.83 
IBIT iShares Bitcoin Trust
-2.89%
-$2,365.92 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$524.52 
SGDM Sprott Gold Miners ETF
-2.85%
-$1,243.47 
SLVR Sprott Silver Miners & Physical Silver ETF
-2.79%
-$479.5 
MLM Martin Marietta Materials, Inc.
-2.75%
-$282.34 
SBSW Sibanye Stillwater Ltd - ADR
-2.75%
-$162.5 
RKT Rocket Companies, Inc. Class A
-2.71%
-$905.4 
WGMI Valkyrie Bitcoin Miners ETF
-2.67%
-$29,721.39 
PPTA Perpetua Resources Corp.
-2.64%
-$2,892.5 
QCOM QUALCOMM Incorporated
-2.63%
-$514.71 
PALL abrdn Physical Palladium Shares ETF
-2.6%
-$175.46 
ON ON Semiconductor Corporation
-2.54%
-$123.54 
ABBV AbbVie Inc.
-2.51%
-$3,545.56 
ICE Intercontinental Exchange, Inc.
-2.42%
-$1,197.64 
NFE New Fortress Energy Inc.
-2.42%
-$8.18 
SATS EchoStar Corporation
-2.37%
-$126.48 
PUK Prudential plc ADR
-2.32%
-$1,874.16 
ARKK ARK Innovation ETF Fund
-2.28%
-$5,486.3 
BSOL Bitwise Solana Staking Exchange Traded Product
-2.25%
-$472.88 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$39.6 
ACHR Archer Aviation Inc.
-2.11%
-$500 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$53,247.01 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$230.49 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$873 
SQM Quimica y Minera Chilena S.A. ADR
-2%
-$274 
DKS Dick's Sporting Goods, Inc.
-2%
-$352 
NFLX Netflix, Inc.
-2%
-$73 
MCS Marcus Corporation
-1.99%
-$47.2 
PSLV Sprott Physical Silver Trust
-1.98%
-$1,977.9 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$980.31 
AWK American Water Works Company, Inc.
-1.93%
-$71.28 
FG F&G Annuities & Life Inc.
-1.92%
-$29.12 
AMD Advanced Micro Devices, Inc.
-1.9%
-$124,536.99 
LW Lamb Weston Holdings, Inc.
-1.87%
-$373 
ARKG ARK Genomic Revolution ETF
-1.78%
-$4,200 
URNM Sprott Uranium Miners ETF
-1.78%
-$145.2 
BBY Best Buy Co., Inc.
-1.78%
-$578.76 
CBRE CBRE Group Inc.
-1.77%
-$810.9 
ETSY Etsy Inc.
-1.77%
-$22.05 
DHI D.R. Horton, Inc.
-1.7%
-$1,738.88 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$281.84 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,690.55 
BHP BHP Group Ltd.
-1.64%
-$289.05 
AGX Argan Inc.
-1.63%
-$2,879.2 
PHYS Sprott Physical Gold Trust
-1.61%
-$642.5 
SOLV Solventum Corporation
-1.59%
-$4.14 
LRCX Lam Research Corporation
-1.58%
-$76,187.18 
NET Cloudflare Inc.
-1.56%
-$13,935.6 
STWD Starwood Property Trust Inc.
-1.54%
-$600.5 
IAU iShares Gold Trust
-1.46%
-$10,637.82 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$55,112.73 
NVS Novartis AG Sponsored ADR
-1.45%
-$375.56 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$38.25 
NKE Nike, Inc. - Class B
-1.37%
-$29.58 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,356.19 
PPG PPG Industries Inc.
-1.35%
-$70.97 
MNST Monster Beverage Corporation
-1.3%
-$176.53 
LITP Sprott Lithium Miners ETF
-1.3%
-$104.8 
GRMN Garmin Ltd.
-1.27%
-$1,986.78 
JOBY Joby Aviation, Inc.
-1.24%
-$760.5 
SCCO Southern Copper Corporation
-1.24%
-$375.56 
HSY The Hershey Company
-1.23%
-$21.8 
MDLZ Mondelez International, Inc.
-1.22%
-$376.53 
F Ford Motor Company
-1.21%
-$54 
EWL iShares MSCI Switzerland ETF
-1.19%
-$1,121.76 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$121 
NEE NextEra Energy, Inc.
-1.15%
-$976.67 
OMC Omnicom Group Inc.
-1.14%
-$139.23 
RCL Royal Caribbean Group
-1.13%
-$50.96 
DEO Diageo plc Sponsored ADR
-1.12%
-$32 
TKO Tko Group Holdings Inc.
-1.09%
-$218 
TXN Texas Instruments Inc
-1.08%
-$42.28 
LOW Lowe's Companies Inc.
-1.08%
-$1,100.95 
DOC Healthpeak Properties, Inc.
-1.04%
-$130.64 
BWA BorgWarner Inc.
-1.04%
-$493.12 
CRH CRH plc
-1.03%
-$340.56 
INTC Intel Corporation
-1.02%
-$43,511.91 
KO The Coca-Cola Company
-1.02%
-$955.8 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$19 
UPS United Parcel Service, Inc.
-1%
-$185.85 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$324.7 
NXST Nexstar Media Group Inc.
-0.99%
-$281.2 
VMC Vulcan Materials Company
-0.98%
-$152.19 
EW Edwards Lifesciences Corporation
-0.98%
-$25.5 
XOM Exxon Mobil Corporation
-0.97%
-$3,942.81 
SOFI SoFi Technologies, Inc.
-0.97%
-$16 
TRP TC Energy Corporation
-0.97%
-$9.9 
MCHP Microchip Technology Incorporated
-0.96%
-$187.92 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$529.62 
FNF Fidelity National Financial, Inc.
-0.9%
-$416.42 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$443.07 
UWM ProShares Ultra Russell2000
-0.88%
-$6,972 
MAS Masco Corporation
-0.87%
-$40.95 
PGR Progressive Corporation
-0.87%
-$530.1 
LMAT Lemaitre Vascular Inc.
-0.85%
-$411.51 
ATO Atmos Energy Corporation
-0.85%
-$13.32 
GILD Gilead Sciences Inc.
-0.81%
-$456.89 
PCAR PACCAR Inc.
-0.81%
-$152.28 
KMB Kimberly-Clark Corporation
-0.8%
-$21.12 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$26,410.46 
PYPL PayPal Holdings Inc
-0.76%
-$2.64 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$2,688.63 
CVS CVS Health Corporation
-0.75%
-$35.55 
MA Mastercard Incorporated
-0.74%
-$2,422.5 
BLK BlackRock, Inc.
-0.73%
-$15.96 
BCS Barclays PLC Sponsored ADR
-0.72%
-$1,120.2 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$1,775.5 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$13 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.69%
-$51.25 
BIPC Brookfield Infrastructure Partners L.P.
-0.68%
-$65.54 
DUK Duke Energy Corporation
-0.67%
-$126.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$23,372.43 
AMGN Amgen Inc.
-0.64%
-$260.4 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,443.58 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,004.4 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$190.28 
HAS Hasbro Inc.
-0.62%
-$294.41 
EME EMCOR Group, Inc.
-0.62%
-$24.7 
PM Philip Morris International Inc.
-0.61%
-$276.12 
ECL Ecolab Inc.
-0.61%
-$942.21 
ROST Ross Stores, Inc.
-0.59%
-$97.5 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$13,591.64 
SCHF Schwab International Equity ETF
-0.58%
-$803.84 
WEC WEC Energy Group Inc.
-0.57%
-$105.84 
SBUX Starbucks Corporation
-0.57%
-$69 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$8,600.29 
WAB Wabtec Corporation
-0.55%
-$169.6 
VNQ Vanguard Real Estate ETF
-0.54%
-$712.8 
COF Capital One Financial Corporation
-0.54%
-$606.81 
LLY Eli Lilly and Company
-0.53%
-$704.95 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,991.76 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$676.27 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$12,371.47 
PIPR Piper Sandler Companies
-0.5%
-$4.56 
ALL Allstate Corporation
-0.49%
-$339.3 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$104.04 
DFIV Dimensional International Value ETF
-0.47%
-$201.96 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$172.98 
PEP PepsiCo, Inc.
-0.46%
-$146.56 
DVY iShares Select Dividend ETF
-0.45%
-$128.16 
TRV The Travelers Companies, Inc.
-0.43%
-$79.87 
QSR Restaurant Brands International Inc.
-0.43%
-$79.36 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,118.92 
HD The Home Depot, Inc.
-0.42%
-$161.24 
RH RH
-0.41%
-$69 
MELI MercadoLibre, Inc.
-0.41%
-$7.78 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$1,438.67 
HOG Harley-Davidson Inc.
-0.41%
-$25 
MBB iShares MBS ETF
-0.4%
-$15,912.96 
ORI Old Republic International Corp.
-0.39%
-$3.23 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$34.56 
AXP American Express Company
-0.38%
-$350.52 
ENSG The Ensign Group, Inc.
-0.37%
-$243.21 
FDX FedEx Corporation
-0.37%
-$34.5 
MDT Medtronic plc
-0.37%
-$201.92 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$100.57 
GPC Genuine Parts Company
-0.37%
-$35.42 
ABNB Airbnb, Inc.
-0.37%
-$87.36 
TFC Truist Financial Corporation
-0.33%
-$40.8 
EG Everest Group, Ltd.
-0.32%
-$134.31 
SWKS Skyworks Solutions Inc.
-0.32%
-$5 
CEG Constellation Energy Corporation
-0.31%
-$1,057.05 
VXF Vanguard Extended Market ETF
-0.3%
-$519.72 
EVRG Evergy Inc.
-0.29%
-$147.12 
COR Cencora, Inc.
-0.28%
-$7.12 
CCI Crown Castle Inc.
-0.27%
-$16.17 
VTV Vanguard Value ETF
-0.27%
-$997.67 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$14,859.3 
CNP CenterPoint Energy Inc.
-0.26%
-$33.22 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$68 
FISV Fiserv, Inc.
-0.24%
-$15.6 
COST Costco Wholesale Corporation
-0.24%
-$321.48 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,197.58 
BNDX Vanguard Total International Bond ETF
-0.23%
-$165.33 
VB Vanguard Small-Cap ETF
-0.22%
-$919.35 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$16.52 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$24,894.5 
SYSB iShares Systematic Bond ETF
-0.22%
-$3,340.01 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,794.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,066.14 
KR Kroger Co.
-0.21%
-$41.52 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$695.7 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,667.21 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$21.12 
QS QuantumScape Corp
-0.19%
-$2 
BKNG Booking Holdings Inc.
-0.18%
-$127.51 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$307.45 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$43.1 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$23.1 
FITB Fifth Third Bancorp
-0.16%
-$24.93 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$219.59 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$54.78 
ELV Elevance Health, Inc.
-0.15%
-$5.6 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$36.96 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.14%
-$62.3 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$58.89 
ICVT iShares Convertible Bond ETF
-0.13%
-$789.45 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$69.6 
IDT IDT Corporation
-0.12%
-$92 
MUB iShares National Muni Bond ETF
-0.11%
-$31,297.44 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$8.32 
LMUB iShares Long-Term National Muni Bond ETF
-0.1%
-$6,417.95 
VIK Viking Holdings Ltd
-0.1%
-$659 
KAI Kadant Inc.
-0.09%
-$4.93 
BCE BCE Inc.
-0.09%
-$6.62 
BINC iShares Flexible Income Active ETF
-0.08%
-$1,193.53 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$559.68 
UFO Procure Space ETF
-0.07%
-$46.74 
SEIC SEI Investments Company
-0.06%
-$1.62 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$16.08 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,261.4 
VO Vanguard Mid-Cap ETF
-0.05%
-$116.04 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.04%
-$6.1 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$35.48 
V Visa Inc. Class A
-0.04%
-$119.27 
XEL Xcel Energy Inc.
-0.04%
-$7.74 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$54.67 
OSCR Oscar Health, Inc.
-0.03%
-$5.7 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$46.67 
TGT Target Corporation
-0.01%
-$1.36 
UBER Uber Technologies, Inc.
-0.01%
-$0.5 Events
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Dividends
Dividend Analysis
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| Trades 1525 | Longs Won 876/1525 57% | Profit Factor 0.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $301,135.41 |
| Average Win $61,025.74 | Best Trade (Mar 31) $2.8M | Sharpe Ratio -5.72 |
| Average Loss -$85,126.04 | Worst Trade (Aug 10) -$8.08M | Z-Score -0.32 (25.09%) |
| Commissions $0 | Avg. Trade Length 5m 4w | Expectancy -$1,172.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 642.27B% | 716.64M% | 13.44M% | 799,618.02% | 89,622.43% | 14,990.96% | 3,305.48% | 892.21% | 281.05% |
| Consecutive Losing Trades | 4,525 | 4,072 | 3,620 | 3,167 | 2,715 | 2,262 | 1,810 | 1,357 | 905 | 452 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,263 | $4.35M | $5.33M | - | $978,872.29 | 22.48% | -7.354% |
| ABBV AbbVie Inc. | 548 | $137,899 | $137,515.12 | - | -$383.88 | -0.28% | -2.513% |
| ABCL AbCellera Biologics Inc. | 40,000 | $314,000 | $228,400 | - | -$85,600 | -27.26% | +0.351% |
| ABNB Airbnb, Inc. | 156 | $22,324 | $23,637.12 | - | $1,313.12 | 5.88% | -0.368% |
| ABSI Absci Corporation | 5,000 | $57,950 | $38,900 | - | -$19,050 | -32.87% | +1.832% |
| ABT Abbott Laboratories | 859 | $77,946 | $90,796.3 | - | $12,850.3 | 16.49% | +0.085% |
| ACHR Archer Aviation Inc. | 5,000 | $23,650 | $23,200 | - | -$450 | -1.9% | -2.11% |
| ACN Accenture plc Class A | 360 | $44,798 | $59,731.2 | - | $14,933.2 | 33.33% | +1.611% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 2,365 | $180,000 | $177,966.25 | - | -$2,033.75 | -1.13% | -0.172% |
| ADBE Adobe Inc. | 173 | $35,468 | $43,320.93 | - | $7,852.93 | 22.14% | +1.013% |
| ADI Analog Devices, Inc. | 261 | $103,661 | $95,894.01 | - | -$7,766.99 | -7.49% | +0.202% |
| ADP Automatic Data Processing Inc. | 163 | $36,504 | $43,432.98 | - | $6,928.98 | 18.98% | +0.982% |
| ADUR Aduro Clean Technologies Inc. | 441 | $6,950 | $6,076.98 | - | -$873.02 | -12.56% | +0.584% |
| AEP American Electric Power Company, Inc. | 23 | $3,147 | $2,940.55 | - | -$206.45 | -6.56% | +0.055% |
| AFG American Financial Group Inc. | 68 | $9,516 | $9,636.96 | - | $120.96 | 1.27% | +0.014% |
| AGG iShares Core U.S. Aggregate Bond ETF | 272 | $26,923 | $26,484.64 | - | -$438.36 | -1.63% | -0.256% |
| AGM Federal Agricultural Mortgage Corporation | 153 | $30,488 | $34,822.8 | - | $4,334.8 | 14.22% | +3.314% |
| AGX Argan Inc. | 305 | $243,558 | $173,981.15 | - | -$69,576.85 | -28.57% | -1.628% |
| AIOT PowerFleet Inc. | 1,547 | $5,925 | $6,064.24 | - | $139.24 | 2.35% | +0.256% |
| ALL Allstate Corporation | 261 | $62,102 | $68,924.88 | - | $6,822.88 | 10.99% | -0.49% |
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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 - $2.8M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.58M, Micron Technology, Inc - $2.06M, Vanguard S&P 500 ETF - $1.55M, and Seagate Technology Holdings plc - $1.31M. 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 - $647,005.15, 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 $5.47M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $691,080.66, iShares National Muni Bond ETF - $648,131.27, VANGUARD FTSE DEVELOPED MARKETS ETF - $362,751.22, Vanguard S&P 500 ETF - $279,454.62, and iShares Core U.S. Aggregate Bond ETF - $230,821.21. 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.
