David Archibald Portfolio
Invests via Squire Investment Management Company, LLC | Managed by David Archibald
Invests via Squire Investment Management Company, LLC
Managed by David Archibald
Automatically Tracked
David Archibald Profile
Macro strategist and independent commentator focused on natural resources, energy markets and climate-related economic risks. David Archibald is known for contrarian macro views linking commodity cycles to long-term climate patterns; offers research used by commodity traders and resource investors. Background spans academic analysis and market consultancy with emphasis on mining, oil & gas and sovereign risk in commodity exporters. Market relevance: provides scenario-driven outlooks that inform strategic asset allocation and cyclical commodity investment decisions.
Macro strategist and independent commentator focused on natural resources, energy markets and climate-related economic risks. David Archibald is known for contrarian macro views linking commodity cycles to long-term climate patterns; offers research used by commodity traders and resource investors. Background spans academic analysis and market consultancy with emphasis on mining, oil & gas and sovereign risk in commodity exporters. Market relevance: provides scenario-driven outlooks that inform strategic asset allocation and cyclical commodity investment decisions.
Investment Philosophy & Strategy
Contrarian macro framework that allocates capital to cyclically mispriced natural resources and energy exposures, blending multi‑year thematic conviction with tactical 6–18 month windows. Emphasizes value-oriented, commodity-cycle underwriting driven by supply–demand fundamentals, climate-linked long-term secular patterns and sovereign risk analysis. Capital deployment favors miners, oil and gas credits and resource equities when stress-tested scenarios show asymmetric upside. Risk management combines position sizing, scenario stress tests and indicator-based rebalancing to capture recovery phases and preserve capital in downturns.
Contrarian macro framework that allocates capital to cyclically mispriced natural resources and energy exposures, blending multi‑year thematic conviction with tactical 6–18 month windows. Emphasizes value-oriented, commodity-cycle underwriting driven by supply–demand fundamentals, climate-linked long-term secular patterns and sovereign risk analysis. Capital deployment favors miners, oil and gas credits and resource equities when stress-tested scenarios show asymmetric upside. Risk management combines position sizing, scenario stress tests and indicator-based rebalancing to capture recovery phases and preserve capital in downturns.
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:
89.09%
Gain +4.51%
Monthly
2.04%
Yearly
27.37%
Drawdown
24.73%
$426.8M
Equity
Holdings
$426.8M
Investment
$315.55M
$112.62M
Profit +$9.26M
Realized
$1.38M
Unrealized
$111.24M
Dividends
$13.03M
Goals
Avg. 84.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.51%
Profit
$9.26M
Win %
85%
This Week
Compared To Last Week
Gain
2.35%
Profit
$9.81M
Win %
85%
This Month
Compared to last month
Gain
2.47%
Profit
$10.28M
Win %
85%
This Year
Compared to last year
Gain
3.44%
Profit
$14.18M
Win %
85%
AMZN Amazon.com Inc
+15.32%
+$96,766.53 
GOOG Alphabet Inc
+6.88%
+$18,238.18 
GOOGL Alphabet Inc
+6.73%
+$19,121.97 
MSFT Microsoft Corp.
+3.02%
+$17,406.35 
NVDA NVIDIA Corporation
+2.93%
+$34,916.69 
CVX Chevron Corporation
+2.35%
+$7,860.28 
GLW Corning Incorporated
+2.24%
+$5,141.91 
PANW Palo Alto Networks, Inc.
+1.89%
+$18,843.6 
NBHC National Bank Holdings Corporation
+1.43%
+$65,255.36 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$7,051.2 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$11,043.75 
VUG Vanguard Growth ETF
+1.1%
+$7,187.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$15,778.56 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$11,670.9 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,167.39 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$31,530.3 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$5,735.21 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,400.04 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$7,003.36 
ET Energy Transfer L.P.
+0.59%
+$1,213.32 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,040 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$232,603.7 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$7,965.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$76,948.16 
UMC United Microelectronics Corp. Sponsored ADR
+0.47%
+$788.32 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$866.32 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$78,178.08 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,300.14 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$182,311.52 
ZION Zions Bancorporation, National Association
+0.35%
+$1,237.68 
SECT Main Sector Rotation ETF
+0.34%
+$697.2 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$1,142.7 
JPM JPMorgan Chase & Co.
+0.27%
+$2,174.22 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$35,747.52 
JNJ Johnson & Johnson
+0.21%
+$524.17 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,573.1 
MMM 3M Company
+0.12%
+$309.11 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$511.02 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$1,171.42 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$1,572.66 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$891.4 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$534.22 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$217,786.64 
ABBV AbbVie Inc.
-2.51%
-$6,838.79 
NEM Newmont Corporation
-2.14%
-$4,538.7 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$10,109.04 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$2,194.3 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$132,924 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$37,458.21 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$8,911.69 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$2,782.36 
SCHF Schwab International Equity ETF
-0.58%
-$1,346.56 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$23,508.98 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$7,677.92 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$7,934.64 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,675.46 
DFIS Dimensional International Small Cap ETF
-0.53%
-$2,413.19 
DFAR Dimensional US Real Estate ETF
-0.52%
-$19,168.24 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$56,157.64 
DIV Global X SuperDividend U.S. ETF
-0.51%
-$2,020 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$1,784.1 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$103,137.5 
DFIV Dimensional International Value ETF
-0.47%
-$111,398.49 
DVY iShares Select Dividend ETF
-0.45%
-$6,959.33 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$942.5 
VGT Vanguard Information Technology ETF
-0.38%
-$3,304.55 
CL Colgate-Palmolive Company
-0.33%
-$719.4 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$957.65 
VTV Vanguard Value ETF
-0.27%
-$7,477.53 
DUHP Dimensional US High Profitability ETF
-0.27%
-$872.52 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$5,869.48 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$3,468.69 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$125,306.69 
IWN iShares Russell 2000 Value ETF
-0.25%
-$5,603.75 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$3,680.56 
VB Vanguard Small-Cap ETF
-0.22%
-$9,563.77 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$6,177.44 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$767.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$505.95 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$2,204.74 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$25,631.1 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$47,533.2 
IXUS iShares Core International Stock ETF
-0.15%
-$1,399.3 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$2,379.42 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$247.74 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$4,936.11 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$158.98 Events
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Dividends
Dividend Analysis
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| Trades 598 | Longs Won 509/598 85% | Profit Factor 169.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $769,194.78 |
| Average Win $222,577.93 | Best Trade (Aug 14) $12.94M | Sharpe Ratio -16.61 |
| Average Loss -$7,502.08 | Worst Trade (Aug 02) -$155,035.38 | Z-Score 44.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 4d | Expectancy $188,335.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,882 | $1.99M | $2.74M | - | $749,704.12 | 37.6% | -7.354% |
| ABBV AbbVie Inc. | 1,057 | $245,101.16 | $265,243.58 | - | $20,142.42 | 8.22% | -2.513% |
| AMZN Amazon.com Inc | 2,682 | $607,096.78 | $728,377.53 | - | $121,280.75 | 19.98% | +15.321% |
| AVDV Avantis International Small Cap Value ETF | 206,275 | $14.58M | $21.58M | - | $7.01M | 48.09% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 5,678 | $341,785.32 | $508,237.78 | - | $166,452.46 | 48.7% | +0.101% |
| AVUV Avantis U.S. Small Cap Value ETF | 22,285 | $1.99M | $2.79M | - | $799,796.73 | 40.15% | +0.032% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,373 | $258,709 | $254,796.42 | - | -$3,912.58 | -1.51% | -0.198% |
| BND Vanguard Total Bond Market Index Fund | 30,892 | $2.27M | $2.23M | - | -$34,370.72 | -1.52% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 699 | $328,458.25 | $357,566.46 | - | $29,108.21 | 8.86% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 4,129 | $318,560.15 | $320,327.82 | - | $1,767.67 | 0.55% | -0.077% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 1.72M | $36.92M | $50.25M | - | $13.33M | 36.09% | -0.249% |
| CL Colgate-Palmolive Company | 2,398 | $192,356.3 | $218,937.4 | - | $26,581.1 | 13.82% | -0.328% |
| CVX Chevron Corporation | 1,739 | $260,775.92 | $342,287.37 | - | $81,511.45 | 31.26% | +2.35% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.14M | $35.67M | $50.69M | - | $15.03M | 42.12% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 5,096 | $204,910 | $191,201.92 | - | -$13,708.08 | -6.69% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 33,006 | $1.08M | $1.39M | - | $309,620.49 | 28.67% | -0.637% |
| DFAR Dimensional US Real Estate ETF | 136,916 | $3.24M | $3.67M | - | $423,476.62 | 13.05% | -0.52% |
| DFAS Dimensional U.S. Small Cap ETF | 15,748 | $960,099.04 | $1.28M | - | $315,961.38 | 32.91% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 432,120 | $22.69M | $30.56M | - | $7.88M | 34.71% | -0.155% |
| DFAU Dimensional US Core Equity Market ETF | 28,448 | $1.13M | $1.47M | - | $338,389.16 | 29.82% | +0.544% |
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FAQ
Which stocks have generated the highest profits for David Archibald?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Value ETF - $1.44M, Avantis International Small Cap Value ETF - $1.08M, Dimensional US Targeted Value ETF - $977,141.49, Dimensional U.S. Core Equity 2 ETF - $909,738.52, and iShares Core MSCI International Developed Markets ETF (IDEV) - $906,072.88. 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: International Business Machines Corporation - $36,006.77, Traeger Inc - $18,687.96, Invesco QQQ Trust, Series 1 - $15,291.03, Apple Inc - $4,477.97, and Amazon.com Inc - $177.92. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Archibald's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.03M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $1.25M, Avantis International Small Cap Value ETF - $1.08M, Dimensional US Targeted Value ETF - $912,919.38, Dimensional U.S. Core Equity 2 ETF - $909,738.52, and iShares Core MSCI International Developed Markets ETF (IDEV) - $906,072.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Archibald's monthly returns?
David Archibald's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can David Archibald's strategy be considered aggressive or moderate?
David Archibald's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow David Archibald's strategy?
David Archibald'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.
