REF
Robert E. Frey Jr. Portfolio
Invests via Lakeside Advisors Inc. | Managed by Robert E. Frey, Kristi A. Mandt, Miki Okamoto-Swanson
Invests via Lakeside Advisors Inc.
Managed by Robert E. Frey, Kristi A. Mandt, Miki Okamoto-Swanson
Automatically Tracked
Robert E. Frey Jr. Profile
With a distinguished career in the financial sector, Robert E. Frey Jr. has cultivated expertise across various dimensions of investment banking and advisory roles. He has successfully led initiatives that span strategic mergers and acquisitions while fostering relationships with high-profile clients seeking growth opportunities in evolving markets. Known for his ability to navigate complex transactions, he plays a pivotal role in bridging corporate interests with investor aspirations. His extensive background enhances operational efficiencies within organizations aiming for sustainable success, marking him as a key figure in today’s competitive landscape.
With a distinguished career in the financial sector, Robert E. Frey Jr. has cultivated expertise across various dimensions of investment banking and advisory roles. He has successfully led initiatives that span strategic mergers and acquisitions while fostering relationships with high-profile clients seeking growth opportunities in evolving markets. Known for his ability to navigate complex transactions, he plays a pivotal role in bridging corporate interests with investor aspirations. His extensive background enhances operational efficiencies within organizations aiming for sustainable success, marking him as a key figure in today’s competitive landscape.
Investment Philosophy & Strategy
Growth-oriented strategies guide investment pursuits, as Robert E. Frey Jr. leverages his deep-rooted experience in the financial domain to identify high-potential ventures. His decision-making process reflects a keen understanding of market dynamics and strategic positioning, enabling him to capitalize on emerging opportunities that promise substantial returns. Emphasizing operational improvement and sustainable practices, he seeks out investments that align with innovation and long-term viability within various sectors. Through collaborative engagements with stakeholders, there is a consistent focus on executing initiatives that drive business expansion while enhancing overall value.
Growth-oriented strategies guide investment pursuits, as Robert E. Frey Jr. leverages his deep-rooted experience in the financial domain to identify high-potential ventures. His decision-making process reflects a keen understanding of market dynamics and strategic positioning, enabling him to capitalize on emerging opportunities that promise substantial returns. Emphasizing operational improvement and sustainable practices, he seeks out investments that align with innovation and long-term viability within various sectors. Through collaborative engagements with stakeholders, there is a consistent focus on executing initiatives that drive business expansion while enhancing overall value.
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:
43.52%
Gain +1.12%
Monthly
0.68%
Yearly
8.47%
Drawdown
13.7%
$162.96M
Equity
Holdings
$162.96M
Investment
$113.46M
$55.13M
Profit +$1.85M
Realized
$5.63M
Unrealized
$49.5M
Dividends
$10.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.12%
Profit
$1.85M
Win %
82%
This Week
Compared To Last Week
Gain
0.07%
Profit
$116,240.87
Win %
82%
This Month
Compared to last month
Gain
2.34%
Profit
$3.73M
Win %
82%
This Year
Compared to last year
Gain
8.91%
Profit
$13.33M
Win %
81%
MVIS Microvision Inc.
+2.96%
+$903.21 
MSFT Microsoft Corp.
+1.88%
+$627,583.35 
GEV GE Vernova Inc.
+1.88%
+$40,196.25 
GOOG Alphabet Inc
+1.68%
+$11,236.54 
CVX Chevron Corporation
+1.14%
+$4,276.43 
AMZN Amazon.com Inc
+0.94%
+$5,126 
XOM Exxon Mobil Corporation
+0.84%
+$16,835.48 
KNO AXS Knowledge Leaders ETF
+0.8%
+$2,221.76 
CEG Constellation Energy Corporation
+0.74%
+$5,677.32 
T AT&T Inc.
+0.56%
+$8,090.55 
MDT Medtronic plc
+0.49%
+$4,803.3 
DINT Davis Select International Fund
+0.4%
+$6,123.75 
MUST Columbia Multi-Sector Municipal Income ETF
+0.1%
+$726.8 
GEHC GE HealthCare Technologies Inc.
+0.1%
+$258.6 
NVDA NVIDIA Corporation
+0.08%
+$1,987.42 
CB Chubb Limited
+0.06%
+$753.6 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$2,677.57 
CGSM Capital Group Short Duration Municipal Income ETF
+0.02%
+$165 
SOLR SmartETFs Sustainable Energy II ETF
0%
$0 
WAFD WaFd, Inc.
-2.6%
-$7,433.91 
TSLA Tesla, Inc.
-2.59%
-$7,584.5 
EXPD Expeditors International of Washington, Inc.
-2.57%
-$144,278.47 
GE General Electric Company
-2.41%
-$94,219.69 
LLY Eli Lilly and Company
-2.28%
-$14,057.45 
LOW Lowe's Companies Inc.
-2.24%
-$15,032.16 
SOLV Solventum Corporation
-2.16%
-$8,148.47 
NUE Nucor Corporation
-2.13%
-$234,121.35 
BA Boeing Company
-2.05%
-$15,452.8 
FDX FedEx Corporation
-1.96%
-$18,659.46 
CAT Caterpillar Inc.
-1.8%
-$28,577.55 
HD The Home Depot, Inc.
-1.68%
-$24,937.5 
WFC Wells Fargo & Company
-1.5%
-$9,632.37 
CSX CSX Corporation
-1.45%
-$15,876 
AAPL Apple Inc.
-1.42%
-$37,654.48 
JNJ Johnson & Johnson
-1.39%
-$76,211.74 
MDLZ Mondelez International, Inc.
-1.38%
-$4,769.52 
NVO Novo Nordisk A/S Sponsored ADR
-1.37%
-$11,007.09 
PCAR PACCAR Inc.
-1.19%
-$50,925 
PFE Pfizer Inc.
-1.12%
-$2,825.2 
KR Kroger Co.
-0.97%
-$15,765.63 
SBUX Starbucks Corporation
-0.94%
-$20,844.45 
BMY Bristol-Myers Squibb Company
-0.91%
-$2,529.14 
JPM JPMorgan Chase & Co.
-0.89%
-$3,861.3 
PG Procter & Gamble Co
-0.79%
-$44,339.68 
EXC Exelon Corporation
-0.76%
-$4,762.8 
GILD Gilead Sciences Inc.
-0.69%
-$8,131.88 
DIVS SmartETFs Dividend Builder ETF
-0.64%
-$3,225 
ABBV AbbVie Inc.
-0.63%
-$25,159.98 
COST Costco Wholesale Corporation
-0.63%
-$76,770.9 
AMGN Amgen Inc.
-0.61%
-$3,008.32 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$3,843.84 
VOOV Vanguard S&P 500 Value ETF
-0.57%
-$2,049.78 
QCOM QUALCOMM Incorporated
-0.52%
-$2,676.23 
CSCO Cisco Systems, Inc.
-0.49%
-$4,624.95 
FPAG FPA Global Equity ETF
-0.47%
-$2,014 
FRDM Freedom 100 Emerging Markets ETF
-0.26%
-$999.43 
MMM 3M Company
-0.26%
-$9,078.22 
MCD McDonald's Corporation
-0.2%
-$2,193.44 
FEOE First Eagle Overseas Equity ETF
-0.15%
-$792 
VZ Verizon Communications Inc.
-0.15%
-$284.83 
WM Waste Management, Inc.
-0.11%
-$4,950.45 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$6,465.18 
ACHV Achieve Life Sciences Inc.
-0.08%
-$555.5 
USB U.S. Bancorp
-0.08%
-$4,495 
VOO Vanguard S&P 500 ETF
-0.06%
-$595.68 Events
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Dividends
Dividend Analysis
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| Trades 764 | Longs Won 497/764 65% | Profit Factor 8.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $421,769.3 |
| Average Win $125,226.76 | Best Trade (Jul 20) $5.48M | Sharpe Ratio -9.03 |
| Average Loss -$26,605.91 | Worst Trade (Mar 30) -$1.37M | Z-Score 7.49 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 3d | Expectancy $72,164.82 |
| 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 | 6,135 | 5,521 | 4,908 | 4,294 | 3,681 | 3,067 | 2,454 | 1,840 | 1,227 | 613 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Robert E. Frey Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $3.94M, Costco Wholesale Corporation - $1.76M, NVIDIA Corporation - $1.18M, AT&T Inc - $945,062.91, and U.S. Bancorp - $721,621.04. 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: 3M Company - $878,351.8, Intel Corporation - $737,747.5, Nike, Inc. - Class B - $361,998.75, Vanguard S&P 500 ETF - $195,401.37, and Starbucks Corporation - $60,902.92. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert E. Frey Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.51M earned over time. The largest contributors to dividend income include Microsoft Corp - $1.39M, U.S. Bancorp - $976,148.6, Procter & Gamble Co - $706,429.42, Costco Wholesale Corporation - $582,278.79, and AT&T Inc - $535,752.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert E. Frey Jr.'s monthly returns?
Robert E. Frey Jr.'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 Robert E. Frey Jr.'s strategy be considered aggressive or moderate?
Robert E. Frey Jr.'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 Robert E. Frey Jr.'s strategy?
Robert E. Frey Jr.'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.
