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:
0.92%
Gain
Monthly
0.03%
Yearly
0.36%
Drawdown
43.39%
$400.9M
Equity
Holdings
$400.9M
Investment
$299.02M
$103.07M
Profit -$269,201.19
Realized
$1.19M
Unrealized
$101.88M
Dividends
$12.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$269,201.19
Win %
89%
This Week
Compared To Last Week
Gain
1.14%
Profit
$4.51M
Win %
89%
This Month
Compared to last month
Gain
1.14%
Profit
$4.51M
Win %
89%
This Year
Compared to last year
Gain
11.43%
Profit
$41.13M
Win %
88%
NBHC National Bank Holdings Corporation
+3.61%
+$175,975.52 
ABBV AbbVie Inc.
+3.36%
+$8,489.14 
CL Colgate-Palmolive Company
+2.7%
+$5,866.25 
DIV Global X SuperDividend U.S. ETF
+2.06%
+$8,080 
AAPL Apple Inc.
+2.05%
+$55,107.5 
DFAR Dimensional US Real Estate ETF
+2.02%
+$72,862.18 
SCHD Schwab U.S. Dividend Equity ETF
+2.01%
+$27,876.29 
MSFT Microsoft Corp.
+1.73%
+$5,721.25 
DVY iShares Select Dividend ETF
+1.62%
+$22,797.12 
DFGR Dimensional Global Real Estate ETF
+1.48%
+$4,649.28 
CVX Chevron Corporation
+1.44%
+$4,328.24 
DFSV Dimensional US Small Cap Value ETF
+1.43%
+$64,002.96 
DFAT Dimensional US Targeted Value ETF
+1.41%
+$428,767.02 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$4,575.42 
IJS iShares S&P Small-Cap 600 Value ETF
+1.27%
+$16,886.53 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.23%
+$613,570.91 
JNJ Johnson & Johnson
+1.2%
+$2,870.87 
IWN iShares Russell 2000 Value ETF
+1.06%
+$23,755.68 
AVUV Avantis U.S. Small Cap Value ETF
+1.04%
+$30,295.29 
DGRO iShares Core Dividend Growth ETF
+1%
+$3,351.81 
VOE Vanguard Mid-Cap Value ETF
+0.94%
+$12,436.2 
MMM 3M Company
+0.78%
+$1,766.25 
DFAS Dimensional U.S. Small Cap ETF
+0.39%
+$5,103.36 
VTV Vanguard Value ETF
+0.38%
+$8,231.16 
DUHP Dimensional US High Profitability ETF
+0.18%
+$594.9 
VB Vanguard Small-Cap ETF
+0.08%
+$3,323.04 
DFUV Dimensional US Marketwide Value ETF
+0.05%
+$7,450.05 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$995.47 
GLW Corning Incorporated
-10.07%
-$32,521.12 
GOOGL Alphabet Inc
-4.51%
-$16,044.07 
GOOG Alphabet Inc
-4.5%
-$12,561.64 
NEM Newmont Corporation
-4.33%
-$8,948.64 
NVDA NVIDIA Corporation
-2.69%
-$30,531.34 
XLK State Street Technology Select Sector SPDR ETF
-2.44%
-$10,997.88 
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$35,424.57 
VGT Vanguard Information Technology ETF
-2.05%
-$18,335.88 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.87%
-$350,865.74 
VOOG Vanguard S&P 500 Growth ETF
-1.85%
-$9,640.8 
AVEM Avantis Emerging Markets Equity ETF
-1.85%
-$9,652.6 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$12,633.74 
MGK Vanguard Mega Cap Growth ETF
-1.54%
-$16,042.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.29%
-$36,866.65 
IXUS iShares Core International Stock ETF
-1.26%
-$11,944.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.21%
-$66,589.11 
VWO Vanguard FTSE Emerging Markets ETF
-1.2%
-$17,412.4 
JPM JPMorgan Chase & Co.
-1.2%
-$9,471.28 
SCHA Schwab U.S. Small-Cap ETF
-1.11%
-$2,670.36 
AVDV Avantis International Small Cap Value ETF
-1.11%
-$231,277.32 
AMZN Amazon.com Inc
-1.09%
-$6,697.93 
VLUE iShares MSCI USA Value Factor ETF
-0.94%
-$9,784.8 
IVLU iShares MSCI International Value Factor ETF
-0.84%
-$11,901.96 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.8%
-$137,637.36 
SCHM Schwab U.S. Mid-Cap ETF
-0.76%
-$10,206.27 
DFUS Dimensional U.S. Equity Market ETF
-0.73%
-$33,304.04 
DFIC Dimensional International Core Equity Market ETF
-0.71%
-$27,054 
DFAI Dimensional International Core Equity Market ETF
-0.71%
-$9,396.64 
DFIS Dimensional International Small Cap ETF
-0.7%
-$3,126.75 
VOO Vanguard S&P 500 ETF
-0.68%
-$6,466.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.67%
-$255,421.1 
SCHB Schwab U.S. Broad Market ETF
-0.65%
-$2,280 
DFIV Dimensional International Value ETF
-0.65%
-$144,973.62 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$93,605.52 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.6%
-$7,949.59 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.57%
-$6,503.12 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$2,644.35 
PANW Palo Alto Networks, Inc.
-0.53%
-$5,790.96 
DFAU Dimensional US Core Equity Market ETF
-0.47%
-$7,791.73 
DISV Dimensional International Small Cap Equity Fund
-0.3%
-$30,671.5 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.25%
-$123,761.44 
DFNM Dimensional National Municipal Bond ETF
-0.11%
-$342.05 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.09%
-$1,762.83 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.05%
-$7,194.12 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$764.55 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$428.48 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$51.99 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$776.33 Events
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Dividends
Dividend Analysis
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| Trades 523 | Longs Won 458/523 87% | Profit Factor 283.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $763,907.06 |
| Average Win $225,845.19 | Best Trade (Jul 14) $11.63M | Sharpe Ratio -16.95 |
| Average Loss -$5,603.67 | Worst Trade (Jul 10) -$47,625.7 | Z-Score 55.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w | Expectancy $197,080.03 |
| 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 | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
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Returns
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