JOSEPH S. LUCEY Portfolio
Invests via SECURED RETIREMENT ADVISORS, LLC | Managed by JOSEPH S. LUCEY
Invests via SECURED RETIREMENT ADVISORS, LLC
Managed by JOSEPH S. LUCEY
Automatically Tracked
JOSEPH S. LUCEY Profile
Veteran capital markets professional with experience across private equity, corporate finance and restructuring, active in sourcing and managing middle-market investments and distressed opportunities. JOSEPH S. LUCEY is known for operational turnarounds, board-level advisory and cross-border deal execution, engaging with credit providers and strategic investors. Market focus typically includes industrials, services and specialty finance with emphasis on value creation through operational improvement and capital structure optimisation. Frequently participates in sponsored transactions and secondary portfolio dispositions.
Veteran capital markets professional with experience across private equity, corporate finance and restructuring, active in sourcing and managing middle-market investments and distressed opportunities. JOSEPH S. LUCEY is known for operational turnarounds, board-level advisory and cross-border deal execution, engaging with credit providers and strategic investors. Market focus typically includes industrials, services and specialty finance with emphasis on value creation through operational improvement and capital structure optimisation. Frequently participates in sponsored transactions and secondary portfolio dispositions.
Investment Philosophy & Strategy
Builds a value-oriented, event-driven approach focused on middle-market industrials, services and specialty finance. Prioritizes distressed and sponsored opportunities where operational turnarounds and capital-structure optimization unlock value. Underwriting stresses detailed cashflow remediation, pragmatic restructuring plans and board-level governance to drive execution. Capital allocation favors concentrated control or influential minority positions with staged capital and downside protections; horizon is medium- to long-term. Risk is managed through active operational involvement, creditor engagement and selective use of leverage to amplify returns while preserving liquidity.
Builds a value-oriented, event-driven approach focused on middle-market industrials, services and specialty finance. Prioritizes distressed and sponsored opportunities where operational turnarounds and capital-structure optimization unlock value. Underwriting stresses detailed cashflow remediation, pragmatic restructuring plans and board-level governance to drive execution. Capital allocation favors concentrated control or influential minority positions with staged capital and downside protections; horizon is medium- to long-term. Risk is managed through active operational involvement, creditor engagement and selective use of leverage to amplify returns while preserving liquidity.
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:
54.71%
Gain -0.55%
Monthly
1.44%
Yearly
18.75%
Drawdown
17.86%
$196.58M
Equity
Holdings
$196.58M
Investment
$149.05M
$64.67M
Profit -$918,601.28
Realized
$17.15M
Unrealized
$47.53M
Dividends
$6.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$918,601.28
Win %
80%
This Week
Compared To Last Week
Gain
-1.24%
Profit
-$2.47M
Win %
80%
This Month
Compared to last month
Gain
-2.06%
Profit
-$4.13M
Win %
80%
This Year
Compared to last year
Gain
11.26%
Profit
$19.89M
Win %
80%
NDEC
+10.44%
+$62,840.32 
ABBV AbbVie Inc.
+4.21%
+$18,247 
ZBH Zimmer Biomet Holdings, Inc.
+4%
+$35,204.72 
BRO Brown & Brown Inc.
+3.86%
+$26,579.16 
MO Altria Group, Inc.
+3.56%
+$18,937.95 
ZTS Zoetis Inc.
+3.19%
+$16,017.4 
MA Mastercard Incorporated
+3.05%
+$28,691.77 
SPG Simon Property Group, Inc.
+2.92%
+$39,670.59 
FAST Fastenal Co.
+2.89%
+$8,486.18 
CP Canadian Pacific Kansas City Limited
+2.7%
+$27,030.32 
MAS Masco Corporation
+2.69%
+$31,859.08 
HSY The Hershey Company
+2.61%
+$5,980.8 
VLO Valero Energy Corporation
+2.6%
+$10,875.6 
CINF Cincinnati Financial Corporation
+2.24%
+$6,280.24 
OKE ONEOK, Inc.
+2.16%
+$6,410.38 
WMT Walmart Inc.
+2.15%
+$46,248.62 
TXT Textron Inc.
+2.13%
+$16,902.27 
HD The Home Depot, Inc.
+1.93%
+$7,764.4 
ED Consolidated Edison, Inc.
+1.89%
+$68,974.88 
AAPL Apple Inc.
+1.76%
+$142,364.16 
USB U.S. Bancorp
+1.59%
+$22,772.04 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.56%
+$25,110.89 
TGT Target Corporation
+1.39%
+$4,296.98 
CVX Chevron Corporation
+1.26%
+$21,466.37 
JNJ Johnson & Johnson
+1.19%
+$9,481.29 
LLY Eli Lilly and Company
+1.08%
+$23,938.86 
NFLX Netflix, Inc.
+0.91%
+$6,726.13 
PLTR Palantir Technologies Inc.
+0.51%
+$3,555.77 
EOCT Innovator Emerging Markets Power Buffer ETF - October
+0.09%
+$625.5 
SFLR Innovator Equity Managed Floor ETF
+0.08%
+$797.37 
F Ford Motor Company
+0.07%
+$218.04 
ORCL Oracle Corporation
+0.03%
+$480.36 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.03%
+$148.73 
RSSE FT Vest U.S. Equity Equal Weight Buffer ETF - September
+0.02%
+$127.89 
SCHW Charles Schwab Corporation
+0.01%
+$67.29 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
-$0.03 
AMGN Amgen Inc.
0%
-$0.01 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AVIG Avantis Core Fixed Income ETF
0%
+$0.04 
BGLD FT Vest Gold Strategy Quarterly Fund
0%
$0 
BKR Baker Hughes Company
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
-$0.2 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BPOP Popular Inc.
0%
+$0.06 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
C Citigroup Inc.
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CLX The Clorox Company
0%
$0 
COHR Coherent Corp.
0%
$0 
COP ConocoPhillips
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTA Simplify Managed Futures Strategy ETF
0%
$0 
DE Deere & Company
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
EPS WisdomTree U.S. LargeCap Fund
0%
$0 
FLO Flowers Foods, Inc.
0%
$0 
GE General Electric Company
0%
$0 
GNOV FT Vest US Equity Moderate B Fund
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.09 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
ISEP Innovator International Developed Power Buffer ETF – September
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JCI Johnson Controls International plc
0%
+$0.1 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
KO The Coca-Cola Company
0%
$0 
LEN Lennar Corporation
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NEM Newmont Corporation
0%
$0 
NOCT Innovator Growth-100 Power Buffer ETF
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
OEC Orion S.A.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PH Parker-Hannifin Corporation
0%
-$0.01 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SAUG FT Vest US Small Cap Moderate Fund
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
STXF Strive 500 ETF
0%
$0 
TEL TE Connectivity plc
0%
$0 
TEX Terex Corporation
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VRSK Verisk Analytics Inc.
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.06 
VZ Verizon Communications Inc.
0%
$0 
XOCT FT VEST US Equity Enhance & Income Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
YJUN First Trust International Equity Moderate ETF
0%
$0 
YUM Yum! Brands, Inc.
0%
-$0.12 
ZALT Innovator U.S. Equity 10% Buffer ETF
0%
+$0.04 
GLW Corning Incorporated
-9.19%
-$626,446.08 
MU Micron Technology, Inc.
-5.65%
-$157,275.41 
GNRC Generac Holdings Inc.
-4.94%
-$68,017.6 
GOOGL Alphabet Inc
-4.44%
-$238,225.72 
QCOM QUALCOMM Incorporated
-4.14%
-$43,807.28 
CAT Caterpillar Inc.
-4.06%
-$65,423.04 
TXN Texas Instruments Inc
-3.31%
-$22,921.03 
NVDA NVIDIA Corporation
-2.4%
-$200,766.6 
AMZN Amazon.com Inc
-1.99%
-$80,552.32 
GLD SPDR Gold Shares
-1.99%
-$3,658.05 
AAAU Goldman Sachs Physical Gold ETF
-1.93%
-$9,805.18 
BWXT Bwx Technologies Inc.
-1.79%
-$17,368.43 
BA Boeing Company
-1.73%
-$25,817.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.09%
-$8,566.23 
SLB Schlumberger Limited
-0.99%
-$2,494.76 
TSLA Tesla, Inc.
-0.86%
-$23,140.33 
STXE Strive Emerging Markets ex-China Mutual Fund
-0.76%
-$12,487.71 
LMT Lockheed Martin Corporation
-0.18%
-$3,016.52 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
-0.02%
-$274.43 
NVBU AllianzIM U.S. Buffered Nov Fund
0%
-$10.73 Events
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Dividends
Dividend Analysis
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| Trades 1150 | Longs Won 805/1150 70% | Profit Factor 9.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $227,189.2 |
| Average Win $90,322.95 | Best Trade (Jul 17) $3.82M | Sharpe Ratio -10.89 |
| Average Loss -$23,293.2 | Worst Trade (Jul 17) -$487,972.57 | Z-Score 6.43 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $56,238.11 |
| 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 | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
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Returns
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