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:
60.99%
Gain +0.3%
Monthly
1.43%
Yearly
18.6%
Drawdown
17.73%
$197.23M
Equity
Holdings
$197.23M
Investment
$159.58M
$71.52M
Profit +$563,382.43
Realized
$33.87M
Unrealized
$37.65M
Dividends
$7.39M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$563,382.43
Win %
77%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$392,944.15
Win %
77%
This Month
Compared to last month
Gain
1.71%
Profit
$3.33M
Win %
77%
This Year
Compared to last year
Gain
1.59%
Profit
$3.11M
Win %
76%
SLB Schlumberger Limited
+2.69%
+$6,298.5 
C Citigroup Inc.
+2.49%
+$33,935.78 
USB U.S. Bancorp
+2.34%
+$30,776.29 
BNY BlackRock New York Municipal Income Trust
+2.25%
+$34,186.5 
JPM JPMorgan Chase & Co.
+2.15%
+$38,774.49 
LMT Lockheed Martin Corporation
+2.09%
+$35,321.84 
BKR Baker Hughes Company
+2.06%
+$24,528 
GS The Goldman Sachs Group, Inc.
+1.94%
+$31,002.75 
GE General Electric Company
+1.91%
+$20,532.2 
RTX RTX Corporation
+1.86%
+$18,352.83 
ZTS Zoetis Inc.
+1.85%
+$7,583.5 
OKE ONEOK, Inc.
+1.82%
+$5,504.4 
TSLA Tesla, Inc.
+1.8%
+$44,209.28 
FITB Fifth Third Bancorp
+1.76%
+$3,458.58 
CMCSA Comcast Corp
+1.72%
+$4,978.12 
SYK Stryker Corporation
+1.65%
+$33,231.37 
TXT Textron Inc.
+1.57%
+$10,726.2 
TEX Terex Corporation
+1.57%
+$18,355.42 
COP ConocoPhillips
+1.46%
+$9,219.23 
ADSK Autodesk, Inc.
+1.44%
+$17,082.56 
FAST Fastenal Co.
+1.37%
+$4,229.7 
ACN Accenture plc Class A
+1.35%
+$7,079.62 
TGT Target Corporation
+1.34%
+$5,397 
MS Morgan Stanley
+1.32%
+$19,663.2 
PEP PepsiCo, Inc.
+1.32%
+$6,793.8 
LOW Lowe's Companies Inc.
+1.31%
+$22,217.65 
UPS United Parcel Service, Inc.
+1.31%
+$4,058.88 
MRK Merck & Co., Inc.
+1.29%
+$9,024.37 
TJX The TJX Companies, Inc.
+1.26%
+$12,119.38 
PH Parker-Hannifin Corporation
+1.25%
+$15,790.83 
KMB Kimberly-Clark Corporation
+1.24%
+$3,121.26 
BA Boeing Company
+1.23%
+$15,994.08 
SPGI S&P Global Inc.
+1.21%
+$17,470.86 
CVX Chevron Corporation
+1.18%
+$8,624.91 
ZBH Zimmer Biomet Holdings, Inc.
+1.08%
+$10,190.82 
CP Canadian Pacific Kansas City Limited
+1.06%
+$10,212.92 
BWXT Bwx Technologies Inc.
+1.06%
+$7,970.65 
AEP American Electric Power Company, Inc.
+1.05%
+$19,353.94 
IEX IDEX Corporation
+1.05%
+$19,598.79 
LIN Linde plc
+1.01%
+$8,091.9 
WMT Walmart Inc.
+1%
+$15,906.4 
PG Procter & Gamble Co
+1%
+$3,199.66 
CPB The Campbell's Company
+0.98%
+$19,100.06 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$24,480.36 
KO The Coca-Cola Company
+0.97%
+$21,025.36 
MO Altria Group, Inc.
+0.95%
+$5,352.36 
JNJ Johnson & Johnson
+0.94%
+$15,498.56 
HD The Home Depot, Inc.
+0.91%
+$4,872.78 
IEFA iShares Core MSCI EAFE ETF
+0.88%
+$19,036.6 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.86%
+$13,024.8 
MCO Moody's Corporation
+0.86%
+$20,297.65 
CAT Caterpillar Inc.
+0.85%
+$19,110.93 
DUK Duke Energy Corporation
+0.84%
+$16,380 
TXN Texas Instruments Inc
+0.82%
+$5,234.88 
BKNG Booking Holdings Inc.
+0.81%
+$9,405.45 
BX Blackstone Inc.
+0.8%
+$1,976.62 
SAUG FT Vest US Small Cap Moderate Fund
+0.8%
+$9,113.62 
NEM Newmont Corporation
+0.79%
+$18,022.55 
IBM International Business Machines Corporation
+0.78%
+$9,828.93 
SPG Simon Property Group, Inc.
+0.71%
+$8,852.22 
CLX The Clorox Company
+0.7%
+$7,755.6 
VZ Verizon Communications Inc.
+0.68%
+$3,722.4 
ADP Automatic Data Processing Inc.
+0.62%
+$18,432.58 
LLY Eli Lilly and Company
+0.58%
+$12,489.18 
YJUN First Trust International Equity Moderate ETF
+0.58%
+$4,307.6 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.55%
+$16,097.9 
ISEP Innovator International Developed Power Buffer ETF – September
+0.55%
+$4,757.63 
EOG EOG Resources, Inc.
+0.53%
+$2,313.78 
CB Chubb Limited
+0.53%
+$9,336.16 
CMI Cummins Inc.
+0.45%
+$3,955.48 
ABT Abbott Laboratories
+0.43%
+$1,885.5 
BMY Bristol-Myers Squibb Company
+0.43%
+$2,296.58 
AMGN Amgen Inc.
+0.42%
+$2,354.81 
PAYX Paychex Inc.
+0.41%
+$1,066.74 
AAPL Apple Inc.
+0.41%
+$34,547.8 
NVBU AllianzIM U.S. Buffered Nov Fund
+0.39%
+$2,734.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$2,740.73 
OEC Orion S.A.
+0.36%
+$1,036.36 
MA Mastercard Incorporated
+0.33%
+$3,592.42 
V Visa Inc. Class A
+0.32%
+$6,138.72 
JCI Johnson Controls International plc
+0.3%
+$4,588.2 
DE Deere & Company
+0.24%
+$3,535.92 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.21%
+$2,548.8 
AOA iShares Core Aggressive Allocation ETF
+0.17%
+$638.55 
PFE Pfizer Inc.
+0.15%
+$2,016.94 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
+0.12%
+$668.83 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.1%
+$557.62 
RSSE FT Vest U.S. Equity Equal Weight Buffer ETF - September
+0.08%
+$561.94 
EPS WisdomTree U.S. LargeCap Fund
+0.06%
+$154.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$1,318.3 
SFLR Innovator Equity Managed Floor ETF
+0.05%
+$542.74 
UBER Uber Technologies, Inc.
+0.04%
+$325.8 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$307.48 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$184.75 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.02%
+$142.96 
AAAU Goldman Sachs Physical Gold ETF
+0.01%
+$62.51 
BGLD FT Vest Gold Strategy Quarterly Fund
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
ZALT Innovator U.S. Equity 10% Buffer ETF
0%
$0 
XOCT FT VEST US Equity Enhance & Income Fund
0%
$0 
GNOV FT Vest US Equity Moderate B Fund
0%
$0 NDEC
NDEC
0%
$0 
BPOP Popular Inc.
-42.71%
-$748,811.29 
COHR Coherent Corp.
-4.03%
-$42,076.64 
MU Micron Technology, Inc.
-3.01%
-$45,687.82 
HPE Hewlett Packard Enterprise Company
-2.95%
-$45,118.4 
GLW Corning Incorporated
-2.35%
-$29,760.45 
AVGO Broadcom Inc.
-1.56%
-$29,763.52 
UNH UnitedHealth Group Incorporated
-1.46%
-$8,182.17 
CSCO Cisco Systems, Inc.
-1.11%
-$40,949.3 
ORCL Oracle Corporation
-1.1%
-$14,005.24 
APH Amphenol Corporation
-1.07%
-$34,283.79 
QCOM QUALCOMM Incorporated
-0.95%
-$13,489.58 
STXE Strive Emerging Markets ex-China Mutual Fund
-0.92%
-$10,345.37 
LRCX Lam Research Corporation
-0.77%
-$7,079.09 
GOOGL Alphabet Inc
-0.71%
-$22,994.56 
META Meta Platforms Inc Class A
-0.71%
-$29,209.38 
AMZN Amazon.com Inc
-0.59%
-$18,384.96 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$8,953.1 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.48%
-$5,668.3 
GNRC Generac Holdings Inc.
-0.47%
-$5,680.36 
NVDA NVIDIA Corporation
-0.42%
-$33,018.44 
NOCT Innovator Growth-100 Power Buffer ETF
-0.41%
-$3,278.52 
MSFT Microsoft Corp.
-0.4%
-$27,278.85 
EOCT Innovator Emerging Markets Power Buffer ETF - October
-0.36%
-$2,625.37 
TEL TE Connectivity plc
-0.22%
-$1,876.75 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.12%
-$642.91 
CTA Simplify Managed Futures Strategy ETF
-0.1%
-$1,176.13 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$1,594.97 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.1%
-$4,878.06 
ABBV AbbVie Inc.
-0.08%
-$2,211.34 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.07%
-$598.2 
AVIG Avantis Core Fixed Income ETF
-0.05%
-$508.98 
STXF Strive 500 ETF
-0.02%
-$1,790.03 Events
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Dividends
Dividend Analysis
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| Trades 1281 | Longs Won 911/1281 71% | Profit Factor 7.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $232,166.6 |
| Average Win $90,345 | Best Trade (Oct 14) $4.03M | Sharpe Ratio -51.48 |
| Average Loss -$31,549.53 | Worst Trade (Oct 16) -$522,697.44 | Z-Score 7.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6d | Expectancy $55,832.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,250 | 5,625 | 5,000 | 4,375 | 3,750 | 3,125 | 2,500 | 1,875 | 1,250 | 625 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 12,502 | $294,277.9 | $514,519.81 | - | $220,241.91 | 74.84% | +0.012% |
| AAPL Apple Inc. | 24,677 | $5.29M | $8.47M | - | $3.18M | 60.16% | +0.409% |
| ABBV AbbVie Inc. | 10,052 | $2.43M | $2.85M | - | $411,647.34 | 16.91% | -0.078% |
| ABT Abbott Laboratories | 4,190 | $380,201 | $440,494.7 | - | $60,293.7 | 15.86% | +0.43% |
| ACN Accenture plc Class A | 2,325 | $289,323 | $530,018.62 | - | $240,695.62 | 83.19% | +1.354% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 27,881 | $575,150.65 | $579,367.18 | - | $4,216.53 | 0.73% | +0.096% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 26,753 | $549,507 | $548,035.2 | - | -$1,471.8 | -0.27% | +0.122% |
| ADP Automatic Data Processing Inc. | 10,473 | $2.35M | $3.01M | - | $664,616.93 | 28.34% | +0.616% |
| ADSK Autodesk, Inc. | 4,853 | $943,520 | $1.21M | - | $263,324.04 | 27.91% | +1.436% |
| AEP American Electric Power Company, Inc. | 14,774 | $2.02M | $1.86M | - | -$165,606.6 | -8.19% | +1.054% |
| AMGN Amgen Inc. | 1,301 | $360,945.09 | $567,027.84 | - | $206,082.75 | 57.1% | +0.417% |
| AMZN Amazon.com Inc | 12,216 | $2.28M | $3.09M | - | $818,206.6 | 35.96% | -0.591% |
| AOA iShares Core Aggressive Allocation ETF | 3,870 | $278,275.83 | $377,770.05 | - | $99,494.22 | 35.75% | +0.169% |
| APH Amphenol Corporation | 39,452 | $1.74M | $3.18M | - | $1.44M | 82.9% | -1.066% |
| AVGO Broadcom Inc. | 5,522 | $1.09M | $1.87M | - | $777,343.91 | 71.04% | -1.565% |
| AVIG Avantis Core Fixed Income ETF | 25,449 | $1.06M | $1.01M | - | -$45,465.16 | -4.3% | -0.05% |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 28,320 | $1.01M | $1.2M | - | $182,571.87 | 18.01% | +0.214% |
| BA Boeing Company | 6,894 | $1.34M | $1.32M | - | -$19,154.66 | -1.43% | +1.229% |
| BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 14,287 | $445,412.67 | $557,978.78 | - | $112,566.11 | 25.27% | -0.115% |
| BGLD FT Vest Gold Strategy Quarterly Fund | 30,717 | $596,747.66 | $503,912.38 | - | -$92,835.28 | -15.56% | 0.0 |
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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 - $1.69M, Coherent Corp - $1.41M, Alphabet Inc - $1.33M, 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 - $275,417.81, 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 $7.39M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $516,910.51, PIMCO Active Bond Exchange-Traded Fund - $387,448.03, FT Vest Gold Strategy Quarterly Fund - $382,294.36, JPMorgan Ultra-Short Income ETF - $250,353.37, and Chevron Corporation - $197,125.14. 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.
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