Archer Investment Management LLC Portfolio
Invests via Archer Investment Management LLC | Managed by Richard Archer, Jess Skolnick
Invests via Archer Investment Management LLC
Managed by Richard Archer, Jess Skolnick
Automatically Tracked
Company Profile
Specialist asset manager focused on structured credit and alternative income strategies for institutional and high-net-worth clients. Archer Investment Management LLC manages diversified portfolios combining fundamental credit research, CLOs and opportunistic special-situations investments, emphasizing yield enhancement, risk-adjusted returns and capital preservation across private and public fixed-income markets.
Specialist asset manager focused on structured credit and alternative income strategies for institutional and high-net-worth clients. Archer Investment Management LLC manages diversified portfolios combining fundamental credit research, CLOs and opportunistic special-situations investments, emphasizing yield enhancement, risk-adjusted returns and capital preservation across private and public fixed-income markets.
Investment Philosophy & Strategy
Operates as a specialist structured-credit and alternative income manager that blends deep fundamental credit research with active portfolio construction across CLOs, private credit and public fixed income. Prioritizes income generation and risk-adjusted total return through selective use of leverage, opportunistic special-situations and relative-value trading while maintaining strict downside protection, disciplined liquidity and capital preservation metrics aligned to institutional and high-net-worth mandates.
Operates as a specialist structured-credit and alternative income manager that blends deep fundamental credit research with active portfolio construction across CLOs, private credit and public fixed income. Prioritizes income generation and risk-adjusted total return through selective use of leverage, opportunistic special-situations and relative-value trading while maintaining strict downside protection, disciplined liquidity and capital preservation metrics aligned to institutional and high-net-worth mandates.
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:
22.61%
Gain +0.38%
Monthly
0.95%
Yearly
12.07%
Drawdown
9.41%
$317.39M
Equity
Holdings
$317.39M
Investment
$290.21M
$41.1M
Profit +$923,762.65
Realized
$13.92M
Unrealized
$27.18M
Dividends
$6.89M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$923,762.65
Win %
69%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$3.5M
Win %
69%
This Month
Compared to last month
Gain
0.22%
Profit
$702,163.08
Win %
69%
This Year
Compared to last year
Gain
0.2%
Profit
$660,974.63
Win %
70%
UWMC UWM Holdings Corporation
+11.39%
+$1,269.14 
NXPI NXP Semiconductors N.V.
+4.65%
+$17,130.36 
IOT Samsara Inc. Class A Common Stock
+4.49%
+$25,638.3 
RLI RLI Corp.
+3.7%
+$15,123 
SLV iShares Silver Trust
+3.29%
+$9,937.95 
IAUM iShares Gold Trust Micro
+1.65%
+$5,596.43 
IWC iShares Micro-Cap ETF
+1.65%
+$8,182.08 
IAU iShares Gold Trust
+1.64%
+$84,469.11 
SHLD Global X Defense Tech ETF
+1.48%
+$99,027.28 
VBK Vanguard Small-Cap Growth ETF
+1.36%
+$2,683.51 
RSP Invesco S&P 500 Equal Weight ETF
+1.31%
+$5,562.79 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.31%
+$24,877.12 
MSFT Microsoft Corp.
+1.26%
+$3,650.24 
IQLT iShares MSCI International Quality Factor ETF
+1.19%
+$9,000.45 
DFSI Dimensional International Sustainability Core 1 ETF
+1.14%
+$2,393.43 
JQUA JPMorgan U.S. Quality Factor ETF
+1.05%
+$11,546.64 
QLTY GMO U.S. Quality ETF
+1.05%
+$23,285.66 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.93%
+$23,347.2 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
+0.92%
+$5,554.24 
USMV iShares MSCI USA Min Vol Factor ETF
+0.92%
+$2,121.03 
VIG Vanguard Dividend Appreciation ETF
+0.92%
+$2,996.4 
EFV iShares MSCI EAFE Value ETF
+0.9%
+$18,580.28 
BITW Bitwise 10 Crypto Index Fund
+0.89%
+$3,171.78 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
+0.87%
+$13,823.2 
EFG iShares MSCI EAFE Growth ETF
+0.86%
+$20,064.52 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.84%
+$21,558.95 
VTV Vanguard Value ETF
+0.82%
+$13,251.42 
DGRO iShares Core Dividend Growth ETF
+0.82%
+$1,737.6 
INTF iShares International Equity Factor ETF
+0.8%
+$3,735.93 
MUB iShares National Muni Bond ETF
+0.8%
+$15,426.32 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.79%
+$15,148.62 
IBIT iShares Bitcoin Trust
+0.79%
+$14,003.23 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.77%
+$18,505.6 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.77%
+$34,604.13 
IWD iShares Russell 1000 Value ETF
+0.76%
+$1,642.82 
DFAI Dimensional International Core Equity Market ETF
+0.74%
+$2,516.86 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$17,518.55 
ICVT iShares Convertible Bond ETF
+0.73%
+$2,027.22 
DFIV Dimensional International Value ETF
+0.72%
+$4,441.6 
IVE ISHARES S&P 500 VALUE ETF
+0.72%
+$92,997.68 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.7%
+$1,506.12 
INMU iShares Intermediate Muni Income Active ETF
+0.69%
+$27,823.36 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.68%
+$15,598.2 
SCMB Schwab Municipal Bond ETF
+0.68%
+$17,978.9 
NCIQ Hashdex Nasdaq Crypto Index ETF
+0.66%
+$22,813.24 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.66%
+$7,770.28 
DFIC Dimensional International Core Equity Market ETF
+0.66%
+$1,476.37 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.65%
+$5,269.65 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.64%
+$10,524.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$1,966.5 
AGG iShares Core U.S. Aggregate Bond ETF
+0.59%
+$7,634.48 
SYSB iShares Systematic Bond ETF
+0.57%
+$6,281.76 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.56%
+$16,010.94 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.55%
+$29,895.78 
IUSB iShares Core Universal USD Bond ETF
+0.53%
+$15,503.66 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$4,229.64 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+0.52%
+$3,172.01 
SCHB Schwab U.S. Broad Market ETF
+0.51%
+$18,888.75 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.5%
+$11,525.85 
SCHF Schwab International Equity ETF
+0.5%
+$3,234.87 
GOVT iShares U.S. Treasury Bond ETF
+0.5%
+$39,125.35 
GOOG Alphabet Inc
+0.48%
+$1,469.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$10,424.92 
XLI Industrial Select Sector SPDR Fund
+0.45%
+$1,587.01 
QUAL iShares MSCI USA Quality Factor ETF
+0.45%
+$11,966.48 
BLCR iShares Large Cap Core ACT ETF
+0.45%
+$44,378.54 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.44%
+$10,437.12 
ESGU iShares ESG Aware MSCI USA ETF
+0.43%
+$23,482.7 
USMF WisdomTree U.S. Multifactor Fund
+0.42%
+$4,766.52 
AMZN Amazon.com Inc
+0.41%
+$1,945.65 
VT Vanguard Total World Stock ETF
+0.39%
+$787.51 
VEU Vanguard FTSE All-World ex-US ETF
+0.38%
+$10,183.19 
USXF iShares ESG Aware MSCI USA ETF
+0.38%
+$11,893.51 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.38%
+$1,839.6 
SUNB Sunbelt Rentals Holdings, Inc.
+0.37%
+$9,241.4 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.36%
+$14,474.82 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$4,507.15 
VOO Vanguard S&P 500 ETF
+0.35%
+$4,021.35 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.34%
+$8,808.96 
DSI iShares MSCI KLD 400 Social ETF
+0.34%
+$13,268 
IVV iShares Core S&P 500 ETF
+0.32%
+$101,373.86 
BNDX Vanguard Total International Bond ETF
+0.32%
+$16,186.31 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.32%
+$1,960.73 
XVV iShares ESG Screened S&P 500
+0.3%
+$616.17 
INRO iShares U.S. Infrastructure Index ETF
+0.3%
+$17,591.97 
CVIE Calvert International Responsible Index ETF
+0.29%
+$1,641.73 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.27%
+$3,586.57 
CORO Ishares International Country Rotational Active ETF
+0.25%
+$45,155.43 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$1,264.55 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$447.01 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.17%
+$6,607.26 
STIP iShares 0-5 Year TIPS Bond ETF
+0.15%
+$2,403.28 
BINC iShares Flexible Income Active ETF
+0.14%
+$3,274.65 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$241.28 
THRO iShares U.S. Thematic Rotation Active ETF
+0.04%
+$2,779.28 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.03%
+$4,408.24 
VUG Vanguard Growth ETF
+0.02%
+$368.26 
IALT iShares Systematic Alternatives Active ETF
+0.02%
+$2,068.39 
DELL Dell Technologies Inc.
-8.39%
-$16,195.6 
CSCO Cisco Systems, Inc.
-3.59%
-$66,772.95 
SPCX Space Exploration Technologies Corp. Class A
-2.37%
-$131,202 
NVDA NVIDIA Corporation
-1.78%
-$18,667.5 
BAI iShares A.I. Innovation and Tech Active ETF
-1.62%
-$144,969.83 
ARTY iShares Future AI & Tech ETF
-1.04%
-$7,623.23 
ESGE iShares ESG Aware MSCI EM ETF
-0.63%
-$18,635.76 
XLK State Street Technology Select Sector SPDR ETF
-0.61%
-$2,737.33 
ICLN iShares Global Clean Energy ETF
-0.45%
-$2,962.57 
VGT Vanguard Information Technology ETF
-0.43%
-$9,455.73 
IETC iShares U.S. Tech Independence Fund
-0.43%
-$3,657.03 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-0.35%
-$1,432.92 
VWO Vanguard FTSE Emerging Markets ETF
-0.2%
-$1,305.6 
SPEM SPDR Portfolio Emerging Markets ETF
-0.19%
-$12,547.9 
AAPL Apple Inc.
-0.14%
-$2,110.52 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.06%
-$190.31 
IBMO iShares iBonds Dec 2026 Term ETF
-0.04%
-$162.91 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$1,578.44 Events
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Dividends
Dividend Analysis
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| Trades 669 | Longs Won 482/669 72% | Profit Factor 6.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $215,239.91 |
| Average Win $100,966.66 | Best Trade (Oct 15) $2M | Sharpe Ratio -39.09 |
| Average Loss -$40,453.4 | Worst Trade (Oct 14) -$665,957.07 | Z-Score 2.12 (96.58%) |
| Commissions $0 | Avg. Trade Length 8m 3d | Expectancy $61,436.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,397 | $1.13M | $1.51M | - | $377,168.66 | 33.42% | -0.14% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 6,570 | $496,810 | $490,187.7 | - | -$6,622.3 | -1.33% | +0.377% |
| AGG iShares Core U.S. Aggregate Bond ETF | 13,633 | $1.35M | $1.3M | - | -$49,078.73 | -3.64% | +0.591% |
| AMZN Amazon.com Inc | 1,853 | $449,545.67 | $472,755.89 | - | $23,210.22 | 5.16% | +0.413% |
| ARTY iShares Future AI & Tech ETF | 9,965 | $780,459 | $724,106.72 | - | -$56,352.28 | -7.22% | -1.042% |
| BAI iShares A.I. Innovation and Tech Active ETF | 202,755 | $6.9M | $8.78M | - | $1.87M | 27.16% | -1.625% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 28,663 | $3.42M | $3.99M | - | $574,638.48 | 16.81% | +0.364% |
| BINC iShares Flexible Income Active ETF | 46,714 | $2.44M | $2.37M | - | -$69,373.63 | -2.85% | +0.138% |
| BITW Bitwise 10 Crypto Index Fund | 6,786 | $302,702.98 | $361,015.2 | - | $58,312.22 | 19.26% | +0.886% |
| BLCR iShares Large Cap Core ACT ETF | 201,629 | $8.94M | $10M | - | $1.05M | 11.8% | +0.446% |
| BNDX Vanguard Total International Bond ETF | 107,908 | $5.17M | $5.09M | - | -$74,355.94 | -1.44% | +0.319% |
| BRK-B Berkshire Hathaway Inc. | 464 | $231,049 | $244,467.68 | - | $13,418.68 | 5.81% | +0.099% |
| COMT iShares GSCI Commodity Dynamic Strategy ETF | 8,030 | $295,986 | $305,421.85 | - | $9,435.85 | 3.19% | -0.062% |
| CORO Ishares International Country Rotational Active ETF | 501,727 | $16.54M | $17.9M | - | $1.36M | 8.24% | +0.253% |
| CSCO Cisco Systems, Inc. | 16,386 | $1.67M | $1.8M | - | $124,276.17 | 7.44% | -3.586% |
| CVIE Calvert International Responsible Index ETF | 7,001 | $431,081.35 | $569,006.27 | - | $137,924.92 | 32% | +0.289% |
| CVMC Calvert US Mid-Cap Core Responsible Index Fund | 8,168 | $485,264.97 | $607,862.56 | - | $122,597.59 | 25.26% | +0.922% |
| DELL Dell Technologies Inc. | 380 | $204,421 | $176,817.8 | - | -$27,603.2 | -13.5% | -8.391% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 36,928 | $1.23M | $1.67M | - | $436,508.03 | 35.44% | +0.635% |
| DFAI Dimensional International Core Equity Market ETF | 8,252 | $240,959.39 | $342,416.74 | - | $101,457.35 | 42.11% | +0.74% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Archer Investment Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard FTSE All-World ex-US ETF - $2.41M, iShares MSCI International Quality Factor ETF - $2.1M, iShares MSCI USA Momentum Factor ETF - $2.03M, Schwab Intermediate-Term U.S. Treasury ETF - $1.18M, and GMO U.S. Quality ETF - $1.16M. 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: Meta Platforms Inc Class A - $499,668.83, iShares Bitcoin Trust - $385,022.3, Ark Fintech Innovation ETF - $339,518.56, Invesco National AMT-Free Municipal Bond ETF - $294,242.82, and Grayscale Ethereum Trust ETF - $259,840.46. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Archer Investment Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.89M earned over time. The largest contributors to dividend income include Schwab Intermediate-Term U.S. Treasury ETF - $694,589.02, Dimensional Global Core Fixed Income Fund - $481,488.52, Vanguard FTSE All-World ex-US ETF - $349,027.83, iShares 20+ Year Treasury Bond ETF - $311,444.07, and iShares 0-3 Month Treasury Bond ETF - $272,362.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Archer Investment Management LLC's monthly returns?
Archer Investment Management LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Archer Investment Management LLC's strategy be considered aggressive or moderate?
Archer Investment Management LLC's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Archer Investment Management LLC's strategy?
Archer Investment Management LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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