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:
60.58%
Gain -0.39%
Monthly
1.49%
Yearly
19.42%
Drawdown
17.88%
$197.83M
Equity
Holdings
$197.83M
Investment
$159.58M
$71.23M
Profit -$612,283.8
Realized
$32.98M
Unrealized
$38.25M
Dividends
$6.86M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.39%
Profit
-$612,283.8
Win %
78%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$1.43M
Win %
78%
This Month
Compared to last month
Gain
-0.31%
Profit
-$612,283.8
Win %
78%
This Year
Compared to last year
Gain
1.44%
Profit
$2.82M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$440,753.16 
GOOGL Alphabet Inc
+6.73%
+$208,341.84 
COHR Coherent Corp.
+5.55%
+$57,615.83 
META Meta Platforms Inc Class A
+3.28%
+$98,742.75 
MSFT Microsoft Corp.
+3.02%
+$170,821.91 
NVDA NVIDIA Corporation
+2.93%
+$207,181.89 
STXE Strive Emerging Markets ex-China Mutual Fund
+2.93%
+$32,094.71 
GNRC Generac Holdings Inc.
+2.71%
+$31,423.6 
CVX Chevron Corporation
+2.35%
+$15,110.36 
FAST Fastenal Co.
+2.25%
+$6,436.5 
GLW Corning Incorporated
+2.24%
+$27,660.87 
EOG EOG Resources, Inc.
+2.19%
+$9,028.05 
CSCO Cisco Systems, Inc.
+2.14%
+$81,230.04 
OKE ONEOK, Inc.
+1.95%
+$5,804.64 
JCI Johnson Controls International plc
+1.93%
+$28,344.88 
BWXT Bwx Technologies Inc.
+1.88%
+$17,095.67 
ORCL Oracle Corporation
+1.81%
+$21,859.53 
ZTS Zoetis Inc.
+1.66%
+$6,589.81 
HPE Hewlett Packard Enterprise Company
+1.61%
+$19,820.8 
ACN Accenture plc Class A
+1.61%
+$6,114.77 
VZ Verizon Communications Inc.
+1.52%
+$8,685.6 
LMT Lockheed Martin Corporation
+1.5%
+$27,400.25 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$23,002.58 
PH Parker-Hannifin Corporation
+1.43%
+$18,095.65 
GE General Electric Company
+1.42%
+$17,328.34 
SLB Schlumberger Limited
+1.39%
+$3,294.6 
CMCSA Comcast Corp
+1.23%
+$3,849.75 
COP ConocoPhillips
+1.22%
+$6,442.35 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$2,806.44 
TEX Terex Corporation
+1%
+$13,794.38 
BKR Baker Hughes Company
+0.98%
+$12,921 
ADP Automatic Data Processing Inc.
+0.98%
+$27,124.97 
IBM International Business Machines Corporation
+0.86%
+$10,258.5 
CP Canadian Pacific Kansas City Limited
+0.83%
+$8,103.73 
STXF Strive 500 ETF
+0.8%
+$68,021.14 
TSLA Tesla, Inc.
+0.76%
+$15,965.26 
CAT Caterpillar Inc.
+0.7%
+$17,282.13 
BMY Bristol-Myers Squibb Company
+0.69%
+$3,974.85 
NVBU AllianzIM U.S. Buffered Nov Fund
+0.69%
+$4,684.68 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$5,264.14 
MO Altria Group, Inc.
+0.57%
+$2,960.88 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$6,450.18 
APH Amphenol Corporation
+0.55%
+$8,679.34 
NOCT Innovator Growth-100 Power Buffer ETF
+0.54%
+$4,221 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$11,120.08 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.44%
+$5,553.15 
PAYX Paychex Inc.
+0.44%
+$1,182.69 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$9,647.7 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$4,298.1 
PFE Pfizer Inc.
+0.4%
+$4,482.1 
SFLR Innovator Equity Managed Floor ETF
+0.39%
+$4,070.55 
RTX RTX Corporation
+0.39%
+$4,442.76 
AVGO Broadcom Inc.
+0.37%
+$7,951.68 
PG Procter & Gamble Co
+0.37%
+$1,080.14 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.36%
+$4,248 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,875.92 
GNOV FT Vest US Equity Moderate B Fund
+0.34%
+$4,018.46 
MRK Merck & Co., Inc.
+0.32%
+$1,973.38 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$1,122.3 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$2,430.24 
JPM JPMorgan Chase & Co.
+0.27%
+$5,041.22 
EOCT Innovator Emerging Markets Power Buffer ETF - October
+0.23%
+$1,659.26 
RSSE FT Vest U.S. Equity Equal Weight Buffer ETF - September
+0.21%
+$1,376.75 
JNJ Johnson & Johnson
+0.21%
+$3,451.36 
CMI Cummins Inc.
+0.19%
+$2,019.15 
XOCT FT VEST US Equity Enhance & Income Fund
+0.19%
+$2,481.97 
USB U.S. Bancorp
+0.17%
+$2,516.98 
MS Morgan Stanley
+0.17%
+$2,943.38 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$2,674.98 
CB Chubb Limited
+0.15%
+$2,667.49 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$1,809 
C Citigroup Inc.
+0.1%
+$1,436.91 
WMT Walmart Inc.
+0.09%
+$1,348.03 
ABT Abbott Laboratories
+0.09%
+$377.1 
AEP American Electric Power Company, Inc.
+0.06%
+$1,034.18 
BPOP Popular Inc.
+0.05%
+$854.43 
SAUG FT Vest US Small Cap Moderate Fund
+0.04%
+$425.87 NDEC
NDEC
0%
$0 
AAPL Apple Inc.
-7.35%
-$605,080.04 
SYK Stryker Corporation
-6.42%
-$153,386.43 
LIN Linde plc
-5.95%
-$49,021.22 
MU Micron Technology, Inc.
-5.9%
-$84,260.06 
QCOM QUALCOMM Incorporated
-2.63%
-$31,848.26 
ABBV AbbVie Inc.
-2.51%
-$65,036.44 
BA Boeing Company
-2.15%
-$32,815.37 
NEM Newmont Corporation
-2.14%
-$40,600.25 
TXT Textron Inc.
-2.1%
-$16,634.66 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,714.19 
LRCX Lam Research Corporation
-1.58%
-$15,547.64 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$7,376.18 
IEX IDEX Corporation
-1.42%
-$26,131.72 
CLX The Clorox Company
-1.24%
-$15,511.2 
TJX The TJX Companies, Inc.
-1.21%
-$12,785.21 
DE Deere & Company
-1.13%
-$15,265.98 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$10,290.73 
TXN Texas Instruments Inc
-1.08%
-$6,933.97 
LOW Lowe's Companies Inc.
-1.08%
-$19,624.17 
KO The Coca-Cola Company
-1.02%
-$21,261.6 
UPS United Parcel Service, Inc.
-1%
-$3,329.55 
MCO Moody's Corporation
-0.81%
-$18,977.13 
KMB Kimberly-Clark Corporation
-0.8%
-$2,137.52 
SPGI S&P Global Inc.
-0.74%
-$10,434.96 
MA Mastercard Incorporated
-0.74%
-$7,484.26 
DUK Duke Energy Corporation
-0.67%
-$13,759.2 
AMGN Amgen Inc.
-0.64%
-$3,226.49 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$14,109.48 
GS The Goldman Sachs Group, Inc.
-0.63%
-$11,599.18 
LLY Eli Lilly and Company
-0.53%
-$10,611.03 
SPG Simon Property Group, Inc.
-0.46%
-$6,509.88 
PEP PepsiCo, Inc.
-0.46%
-$2,572.8 
CPB The Campbell's Company
-0.45%
-$9,794.9 
TEL TE Connectivity plc
-0.43%
-$3,553.77 
HD The Home Depot, Inc.
-0.42%
-$2,406.12 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$3,140.75 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$17,216.7 
ADSK Autodesk, Inc.
-0.33%
-$3,736.81 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$2,672.14 
BX Blackstone Inc.
-0.25%
-$722.9 
YJUN First Trust International Equity Moderate ETF
-0.23%
-$1,778.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,617.48 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$3,189.95 
BKNG Booking Holdings Inc.
-0.18%
-$2,368.92 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$4,599.35 
FITB Fifth Third Bancorp
-0.16%
-$351.72 
BGLD FT Vest Gold Strategy Quarterly Fund
-0.15%
-$767.92 
OEC Orion S.A.
-0.15%
-$518.18 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
-0.15%
-$802.59 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$557.62 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$737.94 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.06%
-$285.74 
ISEP Innovator International Developed Power Buffer ETF – September
-0.05%
-$472.04 
V Visa Inc. Class A
-0.04%
-$682.03 
TGT Target Corporation
-0.01%
-$51.35 
UBER Uber Technologies, Inc.
-0.01%
-$108.6 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1281 | Longs Won 923/1281 72% | Profit Factor 7.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $228,564.07 |
| Average Win $88,861.1 | Best Trade (Aug 28) $4.26M | Sharpe Ratio -8.81 |
| Average Loss -$30,133.37 | Worst Trade (Aug 03) -$499,111.4 | Z-Score 9 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $55,605.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 12,502 | $294,277.9 | $499,204.86 | - | $204,926.96 | 69.64% | -1.456% |
| AAPL Apple Inc. | 24,677 | $5.29M | $7.62M | - | $2.33M | 44.07% | -7.354% |
| ABBV AbbVie Inc. | 10,052 | $2.43M | $2.52M | - | $87,570.86 | 3.6% | -2.513% |
| ABT Abbott Laboratories | 4,190 | $380,201 | $442,883 | - | $62,682 | 16.49% | +0.085% |
| ACN Accenture plc Class A | 2,325 | $289,323 | $385,764 | - | $96,441 | 33.33% | +1.611% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 27,881 | $575,150.65 | $576,857.89 | - | $1,707.24 | 0.3% | -0.097% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 26,753 | $549,507 | $547,633.91 | - | -$1,873.09 | -0.34% | -0.146% |
| ADP Automatic Data Processing Inc. | 10,473 | $2.35M | $2.79M | - | $445,207.48 | 18.98% | +0.982% |
| ADSK Autodesk, Inc. | 4,853 | $943,520 | $1.14M | - | $193,052.6 | 20.46% | -0.328% |
| AEP American Electric Power Company, Inc. | 14,774 | $2.02M | $1.89M | - | -$132,365.1 | -6.55% | +0.055% |
| AMGN Amgen Inc. | 1,301 | $360,945.09 | $501,093.16 | - | $140,148.07 | 38.83% | -0.64% |
| AMZN Amazon.com Inc | 12,216 | $2.28M | $3.32M | - | $1.04M | 45.79% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 3,870 | $278,275.83 | $374,422.5 | - | $96,146.67 | 34.55% | +0.301% |
| APH Amphenol Corporation | 19,726 | $1.74M | $1.58M | - | -$154,060.06 | -8.86% | +0.551% |
| AVGO Broadcom Inc. | 5,522 | $1.09M | $2.15M | - | $1.06M | 96.44% | +0.371% |
| AVIG Avantis Core Fixed Income ETF | 25,449 | $1.06M | $1.04M | - | -$18,998.2 | -1.8% | -0.257% |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 28,320 | $1.01M | $1.17M | - | $154,251.87 | 15.22% | +0.365% |
| BA Boeing Company | 6,894 | $1.34M | $1.49M | - | $153,815.8 | 11.51% | -2.155% |
| BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 14,287 | $445,412.67 | $514,903.49 | - | $69,490.82 | 15.6% | -0.055% |
| BGLD FT Vest Gold Strategy Quarterly Fund | 30,717 | $596,747.66 | $504,496.01 | - | -$92,251.65 | -15.46% | -0.152% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for JOSEPH S. LUCEY?
The largest contributions to the portfolio's profits come from the following stocks: Corning Incorporated - $7.64M, NVIDIA Corporation - $1.68M, Coherent Corp - $1.41M, Alphabet Inc - $1.32M, and Exxon Mobil Corporation - $1.29M. 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: Lennar Corporation - $293,871.6, Advanced Micro Devices, Inc - $283,104.35, Comcast Corp - $279,798.56, Everpure Inc - $273,153.14, and Arista Networks, Inc - $273,125.66. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does JOSEPH S. LUCEY's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.86M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $503,569.39, FT Vest Gold Strategy Quarterly Fund - $382,294.36, PIMCO Active Bond Exchange-Traded Fund - $364,492.43, JPMorgan Ultra-Short Income ETF - $250,353.37, and Chevron Corporation - $191,174.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are JOSEPH S. LUCEY's monthly returns?
JOSEPH S. LUCEY's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can JOSEPH S. LUCEY's strategy be considered aggressive or moderate?
JOSEPH S. LUCEY's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow JOSEPH S. LUCEY's strategy?
JOSEPH S. LUCEY'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.
