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:
7.31%
Gain
Monthly
0.38%
Yearly
4.68%
Drawdown
13.01%
$288.04M
Equity
Holdings
$288.04M
Investment
$264.65M
$35.46M
Profit -$1.29M
Realized
$12.07M
Unrealized
$23.39M
Dividends
$6.01M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.29M
Win %
64%
This Week
Compared To Last Week
Gain
-1.73%
Profit
-$5.06M
Win %
64%
This Month
Compared to last month
Gain
-1.54%
Profit
-$4.51M
Win %
64%
This Year
Compared to last year
Gain
-1.7%
Profit
-$4.97M
Win %
70%
IOT Samsara Inc. Class A Common Stock
+3.84%
+$20,170.08 
CSCO Cisco Systems, Inc.
+2.24%
+$5,820.36 
ITA iShares U.S. Aerospace & Defense ETF
+1.69%
+$3,413.43 
SHLD Global X Defense Tech ETF
+1.47%
+$86,724.88 
SUNB Sunbelt Rentals Holdings, Inc.
+1.21%
+$29,374.45 
IAUM iShares Gold Trust Micro
+0.59%
+$2,875.93 
VTV Vanguard Value ETF
+0.56%
+$10,462.38 
IAU iShares Gold Trust
+0.52%
+$10,962.51 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.49%
+$9,067.5 
XLI Industrial Select Sector SPDR Fund
+0.47%
+$6,349.41 
USMV iShares MSCI USA Min Vol Factor ETF
+0.33%
+$3,794.24 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.27%
+$9,590.04 
MBB iShares MBS ETF
+0.25%
+$873.02 
GOVT iShares U.S. Treasury Bond ETF
+0.24%
+$18,099.95 
IVE ISHARES S&P 500 VALUE ETF
+0.22%
+$28,966.56 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.21%
+$4,826.98 
AGG iShares Core U.S. Aggregate Bond ETF
+0.2%
+$3,655.28 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.2%
+$1,952.59 
SYSB iShares Systematic Bond ETF
+0.19%
+$2,090.29 
IUSB iShares Core Universal USD Bond ETF
+0.17%
+$2,287.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$924.88 
ICLN iShares Global Clean Energy ETF
+0.16%
+$1,130.64 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.16%
+$5,366.41 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.14%
+$2,587.29 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$1,185.87 
IWD iShares Russell 1000 Value ETF
+0.12%
+$248.23 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$469.77 
IWC iShares Micro-Cap ETF
+0.09%
+$486.09 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.06%
+$1,121.82 
SCMB Schwab Municipal Bond ETF
+0.06%
+$731.8 
ICVT iShares Convertible Bond ETF
+0.04%
+$89.85 
BNDX Vanguard Total International Bond ETF
+0.04%
+$1,655.64 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$137.2 
MUB iShares National Muni Bond ETF
+0.01%
+$20.08 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
0%
$0 
ETHW Bitwise Ethereum ETF
-2.61%
-$7,096.95 
GOOG Alphabet Inc
-2.36%
-$7,637.24 
MSFT Microsoft Corp.
-1.96%
-$4,600.98 
BITW Bitwise 10 Crypto Index Fund
-1.92%
-$7,573.17 
VWO Vanguard FTSE Emerging Markets ETF
-1.9%
-$13,949.6 
NVDA NVIDIA Corporation
-1.81%
-$14,991.12 
CVIE Calvert International Responsible Index ETF
-1.79%
-$10,389.29 
BAI iShares A.I. Innovation and Tech Active ETF
-1.78%
-$163,228.45 
NXPI NXP Semiconductors N.V.
-1.75%
-$7,919.4 
SPEM SPDR Portfolio Emerging Markets ETF
-1.74%
-$98,691.99 
NCIQ Hashdex Nasdaq Crypto Index ETF
-1.69%
-$42,452.64 
IBIT iShares Bitcoin Trust
-1.62%
-$9,973.36 
HODL VanEck Bitcoin ETF
-1.57%
-$10,714 
IEMG iShares Core MSCI Emerging Markets ETF
-1.55%
-$3,265.92 
VUG Vanguard Growth ETF
-1.49%
-$24,288.12 
XVV iShares ESG Screened S&P 500
-1.48%
-$3,576.8 
ESGE iShares ESG Aware MSCI EM ETF
-1.36%
-$40,891.9 
QLTY GMO U.S. Quality ETF
-1.28%
-$30,010.29 
IETC iShares U.S. Tech Independence Fund
-1.27%
-$2,839.68 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.21%
-$53,632.74 
XLK State Street Technology Select Sector SPDR ETF
-1.14%
-$6,585.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.12%
-$149,587.12 
EFG iShares MSCI EAFE Growth ETF
-1.07%
-$12,697.47 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-1.06%
-$19,228.58 
VGT Vanguard Information Technology ETF
-0.98%
-$18,907.06 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
-0.96%
-$6,587.44 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.95%
-$6,009.58 
VEU Vanguard FTSE All-World ex-US ETF
-0.9%
-$26,832.4 
QUAL iShares MSCI USA Quality Factor ETF
-0.9%
-$23,708.52 
DSI iShares MSCI KLD 400 Social ETF
-0.89%
-$34,582.78 
FDEM Fidelity Emerging Markets Multi-Asset Fund
-0.77%
-$3,506.74 
INTF iShares International Equity Factor ETF
-0.75%
-$4,003.96 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.69%
-$7,360.57 
VT Vanguard Total World Stock ETF
-0.68%
-$1,368.46 
DFSI Dimensional International Sustainability Core 1 ETF
-0.67%
-$1,437.46 
SCHF Schwab International Equity ETF
-0.66%
-$4,342.86 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.65%
-$26,044.37 
CORO Ishares International Country Rotational Active ETF
-0.64%
-$103,982.73 
ESGU iShares ESG Aware MSCI USA ETF
-0.63%
-$34,348.54 
BDYN iShares Dynamic Equity Active ETF
-0.61%
-$3,171.69 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.61%
-$4,868.88 
VOO Vanguard S&P 500 ETF
-0.6%
-$6,554.94 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$7,138.73 
IVV iShares Core S&P 500 ETF
-0.57%
-$189,440.95 
USXF iShares ESG Aware MSCI USA ETF
-0.57%
-$21,718.59 
DFIC Dimensional International Core Equity Market ETF
-0.56%
-$1,782.69 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.56%
-$33,097.05 
BLCR iShares Large Cap Core ACT ETF
-0.55%
-$35,520.39 
AMZN Amazon.com Inc
-0.55%
-$1,548.36 
DFAI Dimensional International Core Equity Market ETF
-0.54%
-$1,868.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$14,373.93 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.53%
-$13,305.7 
SCHB Schwab U.S. Broad Market ETF
-0.52%
-$19,413.43 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.51%
-$12,752.75 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.49%
-$4,199.72 
AAPL Apple Inc.
-0.44%
-$5,040.91 
MTUM iShares MSCI USA Momentum Factor ETF
-0.41%
-$18,096.12 
XSHQ Invesco S&P SmallCap Quality ETF
-0.41%
-$1,027.54 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.39%
-$54,664.73 
THRO iShares U.S. Thematic Rotation Active ETF
-0.38%
-$21,006.24 
VBK Vanguard Small-Cap Growth ETF
-0.36%
-$794.83 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.34%
-$5,602.05 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$7,172.76 
IQLT iShares MSCI International Quality Factor ETF
-0.31%
-$3,004.52 
DFIV Dimensional International Value ETF
-0.29%
-$1,795.52 
IALT iShares Systematic Alternatives Active ETF
-0.26%
-$21,993.9 
JQUA JPMorgan U.S. Quality Factor ETF
-0.13%
-$1,524.09 
USMF WisdomTree U.S. Multifactor Fund
-0.07%
-$913.35 
FTMU Franklin Municipal Income ETF
-0.06%
-$123.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.04%
-$874.07 
INMU iShares Intermediate Muni Income Active ETF
-0.02%
-$728.61 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.02%
-$1,942.48 
BINC iShares Flexible Income Active ETF
-0.01%
-$221.16 Events
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Dividends
Dividend Analysis
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| Trades 555 | Longs Won 378/555 68% | Profit Factor 8.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $194,822.83 |
| Average Win $106,046.32 | Best Trade (Jul 14) $2.1M | Sharpe Ratio -39.92 |
| Average Loss -$26,139.57 | Worst Trade (Jul 14) -$610,557.9 | Z-Score -0.94 (65.26%) |
| Commissions $0 | Avg. Trade Length 7m 1w 4d | Expectancy $63,889.74 |
| 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 | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
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