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:
78.44%
Gain +0.74%
Monthly
1.74%
Yearly
23.07%
Drawdown
24.73%
$414.67M
Equity
Holdings
$414.67M
Investment
$315.55M
$100.49M
Profit +$1.52M
Realized
$1.38M
Unrealized
$99.11M
Dividends
$14.53M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.74%
Profit
$1.52M
Win %
81%
This Week
Compared To Last Week
Gain
-0.5%
Profit
-$2.09M
Win %
81%
This Month
Compared to last month
Gain
0.41%
Profit
$1.68M
Win %
81%
This Year
Compared to last year
Gain
0.5%
Profit
$2.06M
Win %
81%
NEM Newmont Corporation
+2.67%
+$6,586.65 
ZION Zions Bancorporation, National Association
+2.19%
+$6,961.95 
NBHC National Bank Holdings Corporation
+1.53%
+$60,976.32 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.28%
+$3,291.43 
SCHD Schwab U.S. Dividend Equity ETF
+1.26%
+$18,226.12 
MSFT Microsoft Corp.
+1.17%
+$7,993.89 
IWN iShares Russell 2000 Value ETF
+1.06%
+$22,415.7 
IJS iShares S&P Small-Cap 600 Value ETF
+1.04%
+$12,982.13 
DFAT Dimensional US Targeted Value ETF
+0.97%
+$280,878 
DFSV Dimensional US Small Cap Value ETF
+0.97%
+$41,957.11 
SCHA Schwab U.S. Small-Cap ETF
+0.95%
+$2,211.25 
DFSI Dimensional International Sustainability Core 1 ETF
+0.95%
+$4,223.23 
SCHM Schwab U.S. Mid-Cap ETF
+0.93%
+$12,140.42 
VB Vanguard Small-Cap ETF
+0.91%
+$37,533.14 
DFAR Dimensional US Real Estate ETF
+0.88%
+$29,436.94 
DVY iShares Select Dividend ETF
+0.87%
+$13,145.76 
DFAS Dimensional U.S. Small Cap ETF
+0.86%
+$10,472.42 
EFV iShares MSCI EAFE Value ETF
+0.83%
+$4,075.41 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.82%
+$394,801.9 
AVUV Avantis U.S. Small Cap Value ETF
+0.81%
+$21,616.45 
DGRO iShares Core Dividend Growth ETF
+0.76%
+$2,590.03 
DFIV Dimensional International Value ETF
+0.71%
+$162,971.86 
VOE Vanguard Mid-Cap Value ETF
+0.71%
+$11,041.92 
VTV Vanguard Value ETF
+0.67%
+$18,884.26 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.67%
+$1,652.77 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.67%
+$118,826 
DFGR Dimensional Global Real Estate ETF
+0.66%
+$2,140.92 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.66%
+$13,285.09 
DIV Global X SuperDividend U.S. ETF
+0.66%
+$2,525 
BND Vanguard Total Bond Market Index Fund
+0.62%
+$13,592.48 
DFNM Dimensional National Municipal Bond ETF
+0.6%
+$2,225.72 
MMM 3M Company
+0.6%
+$1,457.27 
DUHP Dimensional US High Profitability ETF
+0.6%
+$2,022.66 
DFAI Dimensional International Core Equity Market ETF
+0.59%
+$8,086.47 
DFSU Dimensional US Sustainability Core 1 ETF
+0.57%
+$4,931.55 
DFLV Dimensional US Large Cap Value ETF
+0.55%
+$1,977.75 
DFIC Dimensional International Core Equity Market ETF
+0.54%
+$21,371.8 
DISV Dimensional International Small Cap Equity Fund
+0.51%
+$54,881.33 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.5%
+$73,048.63 
GOOGL Alphabet Inc
+0.46%
+$1,370.1 
IVLU iShares MSCI International Value Factor ETF
+0.46%
+$6,446.9 
GOOG Alphabet Inc
+0.45%
+$1,234.68 
DFUV Dimensional US Marketwide Value ETF
+0.44%
+$72,984.52 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.38%
+$193,705.99 
VLUE iShares MSCI USA Value Factor ETF
+0.37%
+$3,277.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.33%
+$17,932.28 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$1,153.35 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.3%
+$6,677.75 
SCHF Schwab International Equity ETF
+0.3%
+$673.28 
ABBV AbbVie Inc.
+0.27%
+$803.31 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$763.87 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.23%
+$18,082.62 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.22%
+$10,901.42 
DFIS Dimensional International Small Cap ETF
+0.18%
+$825.57 
DFAU Dimensional US Core Equity Market ETF
+0.15%
+$2,275.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.15%
+$22,211.84 
SCHB Schwab U.S. Broad Market ETF
+0.14%
+$480 
IXUS iShares Core International Stock ETF
+0.11%
+$1,049.47 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.1%
+$41,189.81 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.08%
+$937.95 
DFUS Dimensional U.S. Equity Market ETF
+0.07%
+$3,096.72 
VOO Vanguard S&P 500 ETF
+0.04%
+$368.02 
GLW Corning Incorporated
-4.38%
-$10,470.49 
UMC United Microelectronics Corp. Sponsored ADR
-3.5%
-$6,569.25 
NVDA NVIDIA Corporation
-1.93%
-$26,049.9 
PANW Palo Alto Networks, Inc.
-1.59%
-$18,261.47 
XLK State Street Technology Select Sector SPDR ETF
-1.43%
-$5,501.75 
CVX Chevron Corporation
-1.23%
-$4,730.07 
VGT Vanguard Information Technology ETF
-1.17%
-$11,066.4 
DFAE Dimensional Emerging Core Equity Market ETF
-1.14%
-$2,216.76 
AVEM Avantis Emerging Markets Equity ETF
-1.06%
-$5,479.27 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.04%
-$197,888.27 
IEMG iShares Core MSCI Emerging Markets ETF
-1.01%
-$16,568.6 
ET Energy Transfer L.P.
-0.96%
-$1,971.64 
DFEV Dimensional Emerging Markets Value ETF
-0.89%
-$19,396.14 
QQQ Invesco QQQ Trust, Series 1
-0.65%
-$4,717.17 
MGK Vanguard Mega Cap Growth ETF
-0.49%
-$5,289.37 
CL Colgate-Palmolive Company
-0.43%
-$959.2 
VWO Vanguard FTSE Emerging Markets ETF
-0.4%
-$6,621.36 
VUG Vanguard Growth ETF
-0.38%
-$2,628.29 
VOOG Vanguard S&P 500 Growth ETF
-0.37%
-$1,965.6 
JPM JPMorgan Chase & Co.
-0.33%
-$2,590.56 
JNJ Johnson & Johnson
-0.26%
-$662.63 
AVDV Avantis International Small Cap Value ETF
-0.19%
-$41,255 
AAPL Apple Inc.
-0.18%
-$5,551.16 
SECT Main Sector Rotation ETF
-0.18%
-$377.65 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.11%
-$1,551.92 
AMZN Amazon.com Inc
-0.1%
-$710.74 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.08%
-$2,316.54 Events
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Dividends
Dividend Analysis
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| Trades 598 | Longs Won 488/598 81% | Profit Factor 56.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $708,893.68 |
| Average Win $209,625.27 | Best Trade (Oct 15) $12.06M | Sharpe Ratio -18.14 |
| Average Loss -$16,383.73 | Worst Trade (Oct 14) -$539,320.2 | Z-Score 31.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 3d | Expectancy $168,051.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,882 | $1.99M | $3.04M | - | $1.05M | 52.49% | -0.182% |
| ABBV AbbVie Inc. | 1,057 | $245,101.16 | $300,441.68 | - | $55,340.52 | 22.58% | +0.268% |
| AMZN Amazon.com Inc | 2,682 | $607,096.78 | $680,731.83 | - | $73,635.05 | 12.13% | -0.104% |
| AVDV Avantis International Small Cap Value ETF | 206,275 | $14.58M | $22.09M | - | $7.51M | 51.54% | -0.186% |
| AVEM Avantis Emerging Markets Equity ETF | 5,678 | $341,785.32 | $511,332.29 | - | $169,546.97 | 49.61% | -1.06% |
| AVUV Avantis U.S. Small Cap Value ETF | 22,285 | $1.99M | $2.68M | - | $685,697.53 | 34.42% | +0.814% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,373 | $258,709 | $248,117.88 | - | -$10,591.12 | -4.09% | +0.671% |
| BND Vanguard Total Bond Market Index Fund | 30,892 | $2.27M | $2.19M | - | -$77,310.6 | -3.41% | +0.625% |
| BRK-B Berkshire Hathaway Inc. | 699 | $328,458.25 | $369,072 | - | $40,613.75 | 12.36% | +0.313% |
| BSV Vanguard Short-Term Bond ETF | 4,129 | $318,560.15 | $316,260.75 | - | -$2,299.4 | -0.72% | +0.242% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 1.72M | $36.92M | $48.68M | - | $11.76M | 31.85% | +0.818% |
| CL Colgate-Palmolive Company | 2,398 | $192,356.3 | $221,527.24 | - | $29,170.94 | 15.17% | -0.431% |
| CVX Chevron Corporation | 1,739 | $260,775.92 | $381,397.48 | - | $120,621.56 | 46.25% | -1.225% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.14M | $35.67M | $51.34M | - | $15.67M | 43.94% | +0.379% |
| DFAE Dimensional Emerging Core Equity Market ETF | 5,096 | $204,910 | $192,297.56 | - | -$12,612.44 | -6.16% | -1.14% |
| DFAI Dimensional International Core Equity Market ETF | 33,006 | $1.08M | $1.37M | - | $287,671.57 | 26.64% | +0.595% |
| DFAR Dimensional US Real Estate ETF | 136,916 | $3.24M | $3.37M | - | $125,684.32 | 3.87% | +0.881% |
| DFAS Dimensional U.S. Small Cap ETF | 15,748 | $960,099.04 | $1.23M | - | $267,063.86 | 27.82% | +0.861% |
| DFAT Dimensional US Targeted Value ETF | 432,120 | $22.69M | $29.31M | - | $6.62M | 29.19% | +0.968% |
| DFAU Dimensional US Core Equity Market ETF | 28,448 | $1.13M | $1.51M | - | $371,388.84 | 32.73% | +0.151% |
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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 - $1.55M, Avantis International Small Cap Value ETF - $1.2M, Dimensional US Targeted Value ETF - $1.08M, Dimensional U.S. Core Equity 2 ETF - $1.02M, and Vanguard Intermediate-Term Treasury Fund - $975,200.52. 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 - $14,546.36, 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 $14.53M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $1.37M, Avantis International Small Cap Value ETF - $1.2M, Dimensional U.S. Core Equity 2 ETF - $1.02M, Dimensional US Targeted Value ETF - $1.02M, and Vanguard Intermediate-Term Treasury Fund - $975,200.52. 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.
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