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:
24.76%
Gain +2.24%
Monthly
1.12%
Yearly
14.3%
Drawdown
9.45%
$298.22M
Equity
Holdings
$298.22M
Investment
$264.51M
$45.16M
Profit +$5.39M
Realized
$11.45M
Unrealized
$33.71M
Dividends
$6.24M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.24%
Profit
$5.39M
Win %
75%
This Week
Compared To Last Week
Gain
1.84%
Profit
$5.38M
Win %
75%
This Month
Compared to last month
Gain
3.49%
Profit
$10.05M
Win %
75%
This Year
Compared to last year
Gain
1.82%
Profit
$5.35M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$40,481.75 
GOOG Alphabet Inc
+6.88%
+$20,971.61 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$20,590.29 
MSFT Microsoft Corp.
+3.02%
+$7,954.07 
NVDA NVIDIA Corporation
+2.93%
+$22,765.8 
CSCO Cisco Systems, Inc.
+2.14%
+$5,749.38 
IETC iShares U.S. Tech Independence Fund
+1.59%
+$3,503.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$187,718.4 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+1.43%
+$9,645.19 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$84,196.7 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$50,427.76 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$48,524.86 
VUG Vanguard Growth ETF
+1.1%
+$17,510.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$6,974.8 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$27,456.05 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$49,858.66 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$10,895.3 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$109,329.46 
XVV iShares ESG Screened S&P 500
+0.78%
+$1,851.51 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$43,247.1 
SHLD Global X Defense Tech ETF
+0.77%
+$47,304.48 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,505.27 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.73%
+$28,872.35 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,693.57 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,732.32 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$38,164.72 
QLTY GMO U.S. Quality ETF
+0.7%
+$16,267.26 
IVV iShares Core S&P 500 ETF
+0.69%
+$224,005.12 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$16,702.9 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$1,335.69 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$55,115.68 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$22,001.74 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$14,423.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$13,942.78 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$29,419.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$4,124.25 
IWD iShares Russell 1000 Value ETF
+0.44%
+$950.16 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$5,975.52 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$11,776.98 
VT Vanguard Total World Stock ETF
+0.26%
+$529.31 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$4,789.72 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$6,898.61 
BDYN iShares Dynamic Equity Active ETF
+0.18%
+$932.85 
FDEM Fidelity Emerging Markets Multi-Asset Fund
+0.14%
+$661.65 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$11,730.08 
USMF WisdomTree U.S. Multifactor Fund
+0.13%
+$1,729.28 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,067.13 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$962.58 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
FTMU Franklin Municipal Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$83,515.09 
NXPI NXP Semiconductors N.V.
-6.53%
-$26,704 
ETHW Bitwise Ethereum ETF
-3.05%
-$8,516.34 
NCIQ Hashdex Nasdaq Crypto Index ETF
-2.97%
-$75,471.36 
HODL VanEck Bitcoin ETF
-2.9%
-$19,924.29 
IBIT iShares Bitcoin Trust
-2.89%
-$17,918.24 
BITW Bitwise 10 Crypto Index Fund
-2.78%
-$11,050.16 
IAUM iShares Gold Trust Micro
-1.46%
-$7,342.8 
IAU iShares Gold Trust
-1.46%
-$31,763.17 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$20,133.05 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
-0.83%
-$12,621.16 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$7,947.44 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$9,153.99 
INTF iShares International Equity Factor ETF
-0.73%
-$4,003.96 
IWC iShares Micro-Cap ETF
-0.7%
-$3,918.21 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$114,116.25 
ICLN iShares Global Clean Energy ETF
-0.68%
-$4,522.56 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$12,331.8 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$12,123.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$5,321.76 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$2,242.1 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$6,634.88 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$1,319.64 
SCHF Schwab International Equity ETF
-0.58%
-$3,860.32 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$1,867.58 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$11,638.81 
DFIV Dimensional International Value ETF
-0.47%
-$3,029.94 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$15,983.4 
MBB iShares MBS ETF
-0.4%
-$1,374.55 
VGT Vanguard Information Technology ETF
-0.38%
-$7,291.51 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,221.08 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$589.73 
VTV Vanguard Value ETF
-0.27%
-$5,018.45 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$19,745.4 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
-0.26%
-$1,856.42 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$4,686.25 
BNDX Vanguard Total International Bond ETF
-0.23%
-$9,106.02 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$2,859.1 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$6,526.76 
SYSB iShares Systematic Bond ETF
-0.22%
-$2,337.57 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,238.77 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$4,826.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,352.16 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$25,067.14 
CVIE Calvert International Responsible Index ETF
-0.18%
-$1,062.29 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$3,184.36 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$827.7 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,697.9 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.16%
-$5,366.41 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$822.12 
ICVT iShares Convertible Bond ETF
-0.13%
-$269.55 
INMU iShares Intermediate Muni Income Active ETF
-0.13%
-$4,371.66 
MUB iShares National Muni Bond ETF
-0.11%
-$481.92 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,174.3 
XSHQ Invesco S&P SmallCap Quality ETF
-0.08%
-$207.48 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$1,495.76 
BINC iShares Flexible Income Active ETF
-0.08%
-$1,769.24 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$474.35 Events
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Dividends
Dividend Analysis
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| Trades 555 | Longs Won 409/555 73% | Profit Factor 9.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $240,282.15 |
| Average Win $122,776 | Best Trade (Aug 28) $2.07M | Sharpe Ratio -13.51 |
| Average Loss -$34,615.12 | Worst Trade (Dec 30) -$503,223.61 | Z-Score 4.31 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 5d | Expectancy $81,372.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,406 | $798,693.06 | $1.05M | - | $253,454.4 | 31.73% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 18,745 | $1.86M | $1.83M | - | -$30,179.35 | -1.63% | -0.256% |
| AMZN Amazon.com Inc | 1,122 | $267,417 | $304,712.75 | - | $37,295.75 | 13.95% | +15.321% |
| BAI iShares A.I. Innovation and Tech Active ETF | 211,985 | $7.21M | $8.76M | - | $1.55M | 21.53% | +0.633% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 29,765 | $3.55M | $4.01M | - | $458,116.32 | 12.91% | +0.726% |
| BDYN iShares Dynamic Equity Active ETF | 18,657 | $477,805.72 | $512,134.65 | - | $34,328.93 | 7.18% | +0.182% |
| BINC iShares Flexible Income Active ETF | 44,232 | $2.31M | $2.3M | - | -$12,096.18 | -0.52% | -0.077% |
| BITW Bitwise 10 Crypto Index Fund | 9,526 | $424,926.11 | $385,898.26 | - | -$39,027.85 | -9.18% | -2.784% |
| BLCR iShares Large Cap Core ACT ETF | 131,557 | $5.51M | $6.4M | - | $888,995.53 | 16.13% | +1.333% |
| BNDX Vanguard Total International Bond ETF | 82,782 | $3.99M | $3.95M | - | -$35,460.38 | -0.89% | -0.23% |
| CORO Ishares International Country Rotational Active ETF | 456,465 | $14.89M | $16.28M | - | $1.38M | 9.29% | -0.696% |
| CSCO Cisco Systems, Inc. | 2,366 | $162,083.48 | $274,432.34 | - | $112,348.86 | 69.32% | +2.14% |
| CVIE Calvert International Responsible Index ETF | 7,035 | $432,957.26 | $581,133.21 | - | $148,175.95 | 34.22% | -0.182% |
| CVMC Calvert US Mid-Cap Core Responsible Index Fund | 9,376 | $557,032.86 | $710,907.07 | - | $153,874.21 | 27.62% | -0.26% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 37,347 | $1.25M | $1.66M | - | $415,545.18 | 33.35% | +0.361% |
| DFAI Dimensional International Core Equity Market ETF | 8,304 | $242,477.8 | $349,598.38 | - | $107,120.58 | 44.18% | -0.637% |
| DFIC Dimensional International Core Equity Market ETF | 8,489 | $219,398.22 | $323,346.01 | - | $103,947.79 | 47.38% | -0.574% |
| DFIV Dimensional International Value ETF | 11,222 | $398,156.51 | $642,683.94 | - | $244,527.43 | 61.41% | -0.469% |
| DFSI Dimensional International Sustainability Core 1 ETF | 4,713 | $192,997.84 | $216,515.22 | - | $23,517.38 | 12.19% | -0.606% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 8,775 | $725,282.25 | $846,436.5 | - | $121,154.25 | 16.7% | +0.49% |
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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 - $2.32M, iShares MSCI International Quality Factor ETF - $2.05M, Schwab Intermediate-Term U.S. Treasury ETF - $1.18M, GMO U.S. Quality ETF - $1.1M, and Dimensional International Sustainability Core 1 ETF - $919,007.39. 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, Grayscale Ethereum Trust ETF - $259,840.46, and iShares Dynamic Equity Active ETF - $196,494.98. 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 $6.24M 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 - $341,891.86, 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.
