Clune & Associates Ltd. Portfolio
Invests via Clune & Associates Ltd. | Managed by Randy Hardy, Eileen Clune
Invests via Clune & Associates Ltd.
Managed by Randy Hardy, Eileen Clune
Automatically Tracked
Company Profile
Boutique real estate advisory and development firm focused on commercial and mixed‑use projects across regional markets, offering asset management, project delivery and capital advisory to private investors and family offices. Clune & Associates Ltd. positions itself as a mid‑market operator with hands‑on development capability, structuring equity/joint‑venture investments and unlocking value through active asset repositioning.
Boutique real estate advisory and development firm focused on commercial and mixed‑use projects across regional markets, offering asset management, project delivery and capital advisory to private investors and family offices. Clune & Associates Ltd. positions itself as a mid‑market operator with hands‑on development capability, structuring equity/joint‑venture investments and unlocking value through active asset repositioning.
Investment Philosophy & Strategy
Focuses on mid‑market commercial and mixed‑use real estate investments across regional markets, emphasizing value‑add repositioning and hands‑on project delivery. Deploys capital through structured equity, joint ventures and preferred equity to private investors and family offices, underwriting deals with downside protection, conservative leverage and measurable cash‑on‑cash targets. Strategic edge derives from local market sourcing, active asset management and integrated development capability to accelerate stabilization and realize asymmetric returns over a 3–7 year horizon.
Focuses on mid‑market commercial and mixed‑use real estate investments across regional markets, emphasizing value‑add repositioning and hands‑on project delivery. Deploys capital through structured equity, joint ventures and preferred equity to private investors and family offices, underwriting deals with downside protection, conservative leverage and measurable cash‑on‑cash targets. Strategic edge derives from local market sourcing, active asset management and integrated development capability to accelerate stabilization and realize asymmetric returns over a 3–7 year horizon.
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:
2.88%
Gain
Monthly
0.15%
Yearly
1.86%
Drawdown
21.98%
$658.56M
Equity
Holdings
$658.56M
Investment
$572.66M
$94.62M
Profit -$2.79M
Realized
$8.73M
Unrealized
$85.9M
Dividends
$14.73M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.79M
Win %
74%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$3.5M
Win %
74%
This Month
Compared to last month
Gain
-0.44%
Profit
-$2.92M
Win %
74%
This Year
Compared to last year
Gain
-0.79%
Profit
-$4.54M
Win %
77%
MRK Merck & Co., Inc.
+2.94%
+$7,513.73 
ABT Abbott Laboratories
+2.63%
+$32,515.35 
CMG Chipotle Mexican Grill, Inc.
+2.62%
+$6,471.74 
GE General Electric Company
+2.44%
+$8,834.64 
JNJ Johnson & Johnson
+1.98%
+$4,840.95 
CSCO Cisco Systems, Inc.
+1.93%
+$8,895.52 
ABBV AbbVie Inc.
+1.87%
+$90,597.08 
KR Kroger Co.
+1.81%
+$13,101.6 
TXT Textron Inc.
+1.71%
+$8,160.75 
RTX RTX Corporation
+1.28%
+$5,344.29 
XOM Exxon Mobil Corporation
+1.28%
+$26,178.13 
CVX Chevron Corporation
+1.24%
+$5,652.12 
IXC iShares Global Energy ETF
+1.08%
+$53,898.63 
LLY Eli Lilly and Company
+1.02%
+$2,590.98 
BRK-A Berkshire Hathaway Inc.
+0.89%
+$52,834.88 
XLE Energy Select Sector SPDR Fund
+0.83%
+$6,650.95 
DFAR Dimensional US Real Estate ETF
+0.79%
+$12,164.49 
TDG TransDigm Group Inc.
+0.79%
+$1,529.18 
REET iShares Global REIT ETF
+0.79%
+$18,473.4 
VDE Vanguard Energy ETF
+0.74%
+$8,667.96 
IAU iShares Gold Trust
+0.69%
+$1,696.24 
SCOR Comscore Inc.
+0.67%
+$6,332.8 
PATK Patrick Industries Inc.
+0.66%
+$3,451.07 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$10,810.91 
VNQ Vanguard Real Estate ETF
+0.65%
+$43,946.43 
JPM JPMorgan Chase & Co.
+0.57%
+$4,548.73 
GNR SPDR S&P Global Natural Resources ETF
+0.54%
+$7,225.87 
IGF iShares Global Infrastructure ETF
+0.51%
+$1,095.14 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.41%
+$4,332.13 
IGE iShares North American Natural Resources ETF
+0.29%
+$17,732.53 
DFIP Dimensional Inflation-Protected Securities ETF
+0.29%
+$1,566.1 
DFLV Dimensional US Large Cap Value ETF
+0.28%
+$7,414.22 
GEV GE Vernova Inc.
+0.27%
+$642.85 
SCHD Schwab U.S. Dividend Equity ETF
+0.24%
+$6,266.72 
VTV Vanguard Value ETF
+0.24%
+$21,723.11 
VOE Vanguard Mid-Cap Value ETF
+0.22%
+$773.06 
AGG iShares Core U.S. Aggregate Bond ETF
+0.2%
+$1,801.02 
BND Vanguard Total Bond Market Index Fund
+0.17%
+$847.5 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.17%
+$930.55 
AAPL Apple Inc.
+0.15%
+$17,906.26 
LIN Linde plc
+0.15%
+$375.26 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$13,866.86 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$876.83 
DFCF Dimensional Core Fixed Income ETF
+0.13%
+$1,806.59 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$1,297.65 
SDY SPDR S&P Dividend ETF
+0.12%
+$414.2 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$26,036.37 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$21,829.2 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$1,268.64 
WM Waste Management, Inc.
+0.09%
+$540.76 
AVSF Avantis Short-Term Fixed Income ETF
+0.09%
+$1,198.15 
PICB Invesco International Corporate Bond ETF
+0.09%
+$229.81 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.08%
+$13,411.84 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$371.65 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.07%
+$14,254.91 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$516.3 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$459.85 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.05%
+$13,027.52 
IAGG iShares International Aggregate Bond Fund
+0.05%
+$1,179.72 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.05%
+$287.5 
BNDX Vanguard Total International Bond ETF
+0.04%
+$6,427.82 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$488.58 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$520.64 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.02%
+$1,081.97 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$485.2 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$30.57 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$93.19 
DFUV Dimensional US Marketwide Value ETF
+0.01%
+$4,741.05 
ABOS Acumen Pharmaceuticals, Inc.
+0.01%
+$1.65 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
META Meta Platforms Inc Class A
-5.47%
-$13,569.74 
AMAT Applied Materials, Inc.
-5.47%
-$10,949.19 
INTC Intel Corporation
-4.21%
-$23,965.92 
TER Teradyne, Inc.
-3.73%
-$37,049.03 
IBM International Business Machines Corporation
-3.46%
-$9,859.41 
ETHA iShares Ethereum Trust
-3.25%
-$5,884.32 
TSLA Tesla, Inc.
-2.85%
-$13,523.96 
MSFT Microsoft Corp.
-2.73%
-$45,993.4 
GOOGL Alphabet Inc
-2.33%
-$28,415.72 
GOOG Alphabet Inc
-2.32%
-$48,675.2 
IBIT iShares Bitcoin Trust
-2.16%
-$8,445.52 
VWO Vanguard FTSE Emerging Markets ETF
-2.09%
-$18,789.48 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-2.02%
-$336,821.97 
V Visa Inc. Class A
-1.98%
-$11,054.23 
SCHE Schwab Emerging Markets Equity ETF
-1.96%
-$5,382.68 
NVDA NVIDIA Corporation
-1.96%
-$106,389.8 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$6,351.62 
EEM iShares MSCI Emerging Markets ETF
-1.92%
-$65,103.9 
DFAE Dimensional Emerging Core Equity Market ETF
-1.91%
-$53,234.57 
UAL United Airlines Holdings, Inc.
-1.78%
-$8,028.44 
IWF iShares Russell 1000 Growth ETF
-1.73%
-$3,956.4 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$14,143.66 
AVEM Avantis Emerging Markets Equity ETF
-1.69%
-$77,792.85 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.63%
-$4,235.55 
AVGO Broadcom Inc.
-1.54%
-$9,578.2 
AVDV Avantis International Small Cap Value ETF
-1.53%
-$155,564.58 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-1.49%
-$4,229.95 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.45%
-$52,034.78 
DFEV Dimensional Emerging Markets Value ETF
-1.44%
-$9,305.52 
LII Lennox International Inc.
-1.39%
-$22,032.96 
VSGX Vanguard ESG International Stock ETF
-1.37%
-$3,181.2 
QUAL iShares MSCI USA Quality Factor ETF
-1.26%
-$6,582.3 
ESGV Vanguard ESG U.S. Stock ETF
-1.15%
-$7,575.03 
MTUM iShares MSCI USA Momentum Factor ETF
-1.13%
-$6,004.38 
IXUS iShares Core International Stock ETF
-1.12%
-$17,625.3 
SCHC Schwab International Small-Cap Equity ETF
-1.12%
-$8,226.36 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.12%
-$4,131.99 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$33,338.76 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$244,968.51 
AVDS Avantis International Small Cap Equity ETF
-1.1%
-$3,323.78 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.09%
-$44,819.07 
MGC Vanguard Mega Cap ETF
-1%
-$3,570.21 
DFIS Dimensional International Small Cap ETF
-0.96%
-$175,228.18 
ESGU iShares ESG Aware MSCI USA ETF
-0.91%
-$6,352.5 
IVV iShares Core S&P 500 ETF
-0.89%
-$28,034.8 
DFUS Dimensional U.S. Equity Market ETF
-0.88%
-$46,967.76 
VOO Vanguard S&P 500 ETF
-0.87%
-$348,504.19 
IWB iShares Russell 1000 ETF
-0.86%
-$4,487.19 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$122,034 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.86%
-$3,700 
FNDC Schwab Fundamental International Small Company Index ETF
-0.85%
-$43,235.11 
DISV Dimensional International Small Cap Equity Fund
-0.84%
-$12,752.25 
DFAU Dimensional US Core Equity Market ETF
-0.84%
-$14,750.42 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$5,256.89 
IEFA iShares Core MSCI EAFE ETF
-0.82%
-$1,671.64 
AVDE Avantis International Equity ETF
-0.79%
-$22,567.05 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$232,635.24 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.76%
-$2,033.19 
EFA iShares MSCI EAFE ETF
-0.75%
-$12,444.9 
DUHP Dimensional US High Profitability ETF
-0.74%
-$5,544.97 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.74%
-$2,934.6 
PWR Quanta Services Inc.
-0.72%
-$1,676.92 
AVSC Avantis U.S. Small Cap Equity ETF
-0.71%
-$9,873.15 
AVUS Avantis U.S. Equity ETF
-0.69%
-$6,877.34 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.68%
-$74,778.99 
DFSV Dimensional US Small Cap Value ETF
-0.68%
-$171,346.59 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.67%
-$1,535.1 
DFAS Dimensional U.S. Small Cap ETF
-0.66%
-$122,370.48 
ICLN iShares Global Clean Energy ETF
-0.65%
-$10,908.12 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$8,280.45 
AVUV Avantis U.S. Small Cap Value ETF
-0.61%
-$13,427.26 
VTWO Vanguard Russell 2000 ETF
-0.6%
-$2,315.52 
VB Vanguard Small-Cap ETF
-0.6%
-$28,376.92 
MDY SPDR S&P MidCap 400 ETF Trust
-0.54%
-$1,519.43 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.53%
-$2,898.26 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$13,857.89 
DFAT Dimensional US Targeted Value ETF
-0.51%
-$28,683 
DIHP Dimensional International High Profitability Portfolio
-0.5%
-$1,031.56 
AVIV Avantis International Large Cap Value ETF
-0.49%
-$28,362.75 
AMZN Amazon.com Inc
-0.46%
-$10,006.15 
IQLT iShares MSCI International Quality Factor ETF
-0.39%
-$808.29 
PEP PepsiCo, Inc.
-0.37%
-$926.49 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.37%
-$9,377.1 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$3,530.25 
VYMI Vanguard International High Dividend Yield Index Fund
-0.33%
-$2,209.35 
DFIV Dimensional International Value ETF
-0.3%
-$85,030.43 
HD The Home Depot, Inc.
-0.29%
-$615.06 
MCD McDonald's Corporation
-0.23%
-$2,098.38 
VO Vanguard Mid-Cap ETF
-0.22%
-$7,680.75 
CAT Caterpillar Inc.
-0.21%
-$15,824.97 
AVLV Avantis U.S. Large Cap Value ETF
-0.2%
-$15,093.23 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$721 
IWD iShares Russell 1000 Value ETF
-0.11%
-$314.44 
IFRA iShares U.S. Infrastructure
-0.1%
-$636.84 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$814.27 
MUB iShares National Muni Bond ETF
-0.07%
-$264.18 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$570.27 
AON Aon plc
-0.03%
-$288 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$301.86 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.01%
-$271.31 Events
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Dividends
Dividend Analysis
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| Trades 988 | Longs Won 744/988 75% | Profit Factor 24.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $400,158.7 |
| Average Win $132,586.33 | Best Trade (Jul 15) $6.3M | Sharpe Ratio -12.53 |
| Average Loss -$16,486.6 | Worst Trade (Jul 15) -$516,812.44 | Z-Score 17.21 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $95,770.75 |
| 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 | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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