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:
31.48%
Gain +0.45%
Monthly
1.28%
Yearly
16.5%
Drawdown
13.21%
$660.07M
Equity
Holdings
$660.07M
Investment
$578.78M
$96.55M
Profit +$1.94M
Realized
$15.25M
Unrealized
$81.3M
Dividends
$18.01M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$1.94M
Win %
71%
This Week
Compared To Last Week
Gain
0.1%
Profit
$688,348.11
Win %
71%
This Month
Compared to last month
Gain
0.91%
Profit
$5.95M
Win %
71%
This Year
Compared to last year
Gain
0.32%
Profit
$3.08M
Win %
74%
GE General Electric Company
+2.67%
+$8,729.84 
RTX RTX Corporation
+2.57%
+$10,266.91 
JPM JPMorgan Chase & Co.
+2.25%
+$16,037.58 
PATK Patrick Industries Inc.
+1.88%
+$7,609.6 
PEP PepsiCo, Inc.
+1.69%
+$4,452.23 
ALL Allstate Corporation
+1.69%
+$3,879.15 
TXT Textron Inc.
+1.68%
+$6,636.42 
LIN Linde plc
+1.58%
+$3,695.5 
JNJ Johnson & Johnson
+1.43%
+$3,333.03 
IGE iShares North American Natural Resources ETF
+1.37%
+$89,569.6 
AVDV Avantis International Small Cap Value ETF
+1.3%
+$139,413.51 
LLY Eli Lilly and Company
+1.26%
+$3,143.2 
GNR SPDR S&P Global Natural Resources ETF
+1.26%
+$25,752.96 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.25%
+$4,620.72 
TXN Texas Instruments Inc
+1.21%
+$2,696 
DFIV Dimensional International Value ETF
+1.18%
+$324,772.03 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.17%
+$13,133.7 
SCHC Schwab International Small-Cap Equity ETF
+1.16%
+$7,544.44 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$19,406.28 
IFRA iShares U.S. Infrastructure
+1.1%
+$5,866.25 
AVDS Avantis International Small Cap Equity ETF
+1.09%
+$3,423 
DFIS Dimensional International Small Cap ETF
+1.07%
+$205,232.72 
IXC iShares Global Energy ETF
+1.07%
+$59,122.26 
AVIV Avantis International Large Cap Value ETF
+1.06%
+$61,874.9 
GEV GE Vernova Inc.
+1.06%
+$2,249.4 
ETHA iShares Ethereum Trust
+1.05%
+$2,470.65 
AVDE Avantis International Equity ETF
+1.03%
+$29,255.01 
SDY SPDR S&P Dividend ETF
+1.03%
+$3,179.98 
DISV Dimensional International Small Cap Equity Fund
+1.03%
+$17,767.64 
EFV iShares MSCI EAFE Value ETF
+1.03%
+$21,157.4 
DIHP Dimensional International High Profitability Portfolio
+1.01%
+$2,093.46 
DFAI Dimensional International Core Equity Market ETF
+0.98%
+$12,622.23 
BRK-A Berkshire Hathaway Inc.
+0.96%
+$60,492.08 
FNDC Schwab Fundamental International Small Company Index ETF
+0.94%
+$45,713.22 
XLE Energy Select Sector SPDR Fund
+0.93%
+$8,591.96 
CVX Chevron Corporation
+0.93%
+$5,044.55 
VDE Vanguard Energy ETF
+0.92%
+$16,429.38 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$1,862.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.86%
+$21,927.06 
VNQ Vanguard Real Estate ETF
+0.84%
+$53,756.78 
EFA iShares MSCI EAFE ETF
+0.82%
+$13,219.2 
LII Lennox International Inc.
+0.81%
+$8,184.48 
VYMI Vanguard International High Dividend Yield Index Fund
+0.8%
+$5,474.79 
AAPL Apple Inc.
+0.79%
+$48,089.58 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.78%
+$36,351.81 
DFAT Dimensional US Targeted Value ETF
+0.77%
+$41,592.07 
KR Kroger Co.
+0.77%
+$5,961.12 
AVUV Avantis U.S. Small Cap Value ETF
+0.71%
+$16,057.06 
VYM Vanguard High Dividend Yield ETF
+0.71%
+$6,871.92 
CAT Caterpillar Inc.
+0.7%
+$43,305.2 
ABBV AbbVie Inc.
+0.68%
+$37,229.4 
AON Aon plc
+0.68%
+$4,394.86 
VTV Vanguard Value ETF
+0.64%
+$57,997.94 
V Visa Inc. Class A
+0.63%
+$1,995.05 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.63%
+$20,744.51 
ICLN iShares Global Clean Energy ETF
+0.6%
+$8,982.9 
VOE Vanguard Mid-Cap Value ETF
+0.6%
+$1,285.62 
DFLV Dimensional US Large Cap Value ETF
+0.59%
+$15,524.42 
REET iShares Global REIT ETF
+0.59%
+$13,264.87 
PICB Invesco International Corporate Bond ETF
+0.54%
+$1,379.99 
DFUV Dimensional US Marketwide Value ETF
+0.54%
+$292,829.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.52%
+$13,181.09 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.48%
+$19,870.55 
IVE ISHARES S&P 500 VALUE ETF
+0.46%
+$1,321.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.41%
+$91,776.2 
XOM Exxon Mobil Corporation
+0.4%
+$6,272.79 
IXUS iShares Core International Stock ETF
+0.38%
+$6,451.56 
ABT Abbott Laboratories
+0.37%
+$4,697.55 
AVLV Avantis U.S. Large Cap Value ETF
+0.36%
+$27,190.82 
VEU Vanguard FTSE All-World ex-US ETF
+0.35%
+$9,748.71 
AVSC Avantis U.S. Small Cap Equity ETF
+0.34%
+$4,400.64 
TSLA Tesla, Inc.
+0.34%
+$1,457.55 
IJR iShares Core S&P Small-Cap ETF
+0.29%
+$82,598.4 
UAL United Airlines Holdings, Inc.
+0.28%
+$1,060.36 
MA Mastercard Incorporated
+0.27%
+$615.45 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.26%
+$653.8 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.26%
+$963.6 
DFIP Dimensional Inflation-Protected Securities ETF
+0.25%
+$844.9 
MCD McDonald's Corporation
+0.24%
+$1,299.2 
CMG Chipotle Mexican Grill, Inc.
+0.2%
+$433.86 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.17%
+$972.27 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$12,410.48 
VSGX Vanguard ESG International Stock ETF
+0.15%
+$299.76 
NVDA NVIDIA Corporation
+0.15%
+$6,553.29 
DFCF Dimensional Core Fixed Income ETF
+0.14%
+$1,067.66 
MDY SPDR S&P MidCap 400 ETF Trust
+0.14%
+$368.1 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$987.79 
DFAS Dimensional U.S. Small Cap ETF
+0.13%
+$22,774.6 
VO Vanguard Mid-Cap ETF
+0.12%
+$3,426.7 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.12%
+$426.2 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$23,891.94 
AVSF Avantis Short-Term Fixed Income ETF
+0.11%
+$1,238.9 
BSV Vanguard Short-Term Bond ETF
+0.11%
+$21,097.37 
VLO Valero Energy Corporation
+0.11%
+$276.83 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.1%
+$591.2 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$372.89 
AVUS Avantis U.S. Equity ETF
+0.1%
+$973.37 
IJH iShares Core S&P Mid-Cap ETF
+0.1%
+$2,005.32 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.1%
+$16,865.73 
VTEB Vanguard Tax-Exempt Bond ETF
+0.09%
+$577.17 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$603.9 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$628.75 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.09%
+$563.2 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$765.4 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.09%
+$17,494.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.07%
+$7,334.07 
IBIT iShares Bitcoin Trust
+0.04%
+$215.2 
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
+0.04%
+$8,578.67 
IAGG iShares International Aggregate Bond Fund
+0.04%
+$1,515.7 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$569.01 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$2,479.53 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$868.05 
QUAL iShares MSCI USA Quality Factor ETF
+0.02%
+$125.4 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$149.76 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$89.22 2523
25239Y170
0%
$0 2523
25239Y147
0%
$0 2523
25239Y196
0%
$0 
SCOR Comscore Inc.
-8.69%
-$58,329.6 
INTC Intel Corporation
-3.13%
-$15,021.76 
TER Teradyne, Inc.
-2.55%
-$26,958.72 
AVGO Broadcom Inc.
-2.03%
-$11,041.42 
RYT Invesco S&P 500 Equal Weight ETF
-1.72%
-$4,845.12 
MTUM iShares MSCI USA Momentum Factor ETF
-1.39%
-$7,306.64 
GOOGL Alphabet Inc
-1.14%
-$12,501.37 
QQQ Invesco QQQ Trust, Series 1
-1.03%
-$8,670 
GOOG Alphabet Inc
-1.01%
-$14,479.5 
PWR Quanta Services Inc.
-0.95%
-$2,255.69 
DFEV Dimensional Emerging Markets Value ETF
-0.87%
-$5,577.84 
MSFT Microsoft Corp.
-0.87%
-$10,818.29 
IBM International Business Machines Corporation
-0.86%
-$2,419.96 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.86%
-$2,272.04 
AVEM Avantis Emerging Markets Equity ETF
-0.83%
-$45,322.5 
EEM iShares MSCI Emerging Markets ETF
-0.81%
-$27,193.92 
DFAE Dimensional Emerging Core Equity Market ETF
-0.73%
-$19,251.1 
IEMG iShares Core MSCI Emerging Markets ETF
-0.71%
-$2,311.57 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.69%
-$113,224.43 
VWO Vanguard FTSE Emerging Markets ETF
-0.62%
-$5,411.73 
SCHE Schwab Emerging Markets Equity ETF
-0.59%
-$1,641.53 
AMZN Amazon.com Inc
-0.55%
-$8,876 
ESGV Vanguard ESG U.S. Stock ETF
-0.36%
-$2,426.48 
ABOS Acumen Pharmaceuticals, Inc.
-0.3%
-$82.5 
MPC Marathon Petroleum Corporation
-0.28%
-$691.69 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.24%
-$611.71 
MGC Vanguard Mega Cap ETF
-0.21%
-$781.8 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$888.84 
VTWO Vanguard Russell 2000 ETF
-0.17%
-$595.7 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.14%
-$716.04 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$932.53 
VB Vanguard Small-Cap ETF
-0.14%
-$6,408.71 
DFUS Dimensional U.S. Equity Market ETF
-0.12%
-$6,529.6 
ESGU iShares ESG Aware MSCI USA ETF
-0.12%
-$821.14 
SPY SPDR S&P 500 ETF Trust
-0.11%
-$15,013.01 
VOO Vanguard S&P 500 ETF
-0.1%
-$41,504.6 
IVV iShares Core S&P 500 ETF
-0.09%
-$3,082.32 
IWB iShares Russell 1000 ETF
-0.09%
-$480.7 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.08%
-$3,313.45 
URI United Rentals, Inc.
-0.07%
-$154.99 
DFAU Dimensional US Core Equity Market ETF
-0.07%
-$1,165.95 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.06%
-$943.6 
BNDX Vanguard Total International Bond ETF
-0.05%
-$7,777.71 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.02%
-$3,389.54 
MUB iShares National Muni Bond ETF
-0.01%
-$37.38 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1124 | Longs Won 819/1124 72% | Profit Factor 13.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $382,792.03 |
| Average Win $127,108.41 | Best Trade (Oct 16) $6.32M | Sharpe Ratio -11.52 |
| Average Loss -$24,767.03 | Worst Trade (Oct 16) -$845,210.01 | Z-Score 13.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6d | Expectancy $85,896.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y147 | 53,030 | $1.28M | $1.28M | - | - | - | 0.0 |
| 2523 25239Y170 | 663,113 | $24.85M | $24.85M | - | - | - | 0.0 |
| 2523 25239Y196 | 16,709 | $700,278 | $700,278 | - | - | - | 0.0 |
| AAPL Apple Inc. | 17,844 | $4.65M | $6.15M | - | $1.5M | 32.19% | +0.788% |
| ABBV AbbVie Inc. | 19,240 | $3.5M | $5.49M | - | $1.99M | 57.03% | +0.683% |
| ABOS Acumen Pharmaceuticals, Inc. | 16,500 | $28,380 | $27,472.5 | - | -$907.5 | -3.2% | -0.299% |
| ABT Abbott Laboratories | 12,045 | $1.37M | $1.27M | - | -$103,913.68 | -7.59% | +0.373% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,397 | $720,629.61 | $706,376.51 | - | -$14,253.1 | -1.98% | +0.089% |
| ALL Allstate Corporation | 959 | $212,764 | $233,655.55 | - | $20,891.55 | 9.82% | +1.688% |
| AMZN Amazon.com Inc | 6,340 | $1.35M | $1.61M | - | $257,658.33 | 19.1% | -0.55% |
| AON Aon plc | 2,248 | $807,391.54 | $649,121.24 | - | -$158,270.3 | -19.6% | +0.682% |
| AVDE Avantis International Equity ETF | 31,457 | $2M | $2.86M | - | $853,195.2 | 42.58% | +1.035% |
| AVDS Avantis International Small Cap Equity ETF | 4,075 | $277,578.21 | $317,809.25 | - | $40,231.04 | 14.49% | +1.089% |
| AVDV Avantis International Small Cap Value ETF | 99,938 | $9.41M | $10.86M | - | $1.45M | 15.42% | +1.3% |
| AVEM Avantis Emerging Markets Equity ETF | 60,430 | $4.17M | $5.42M | - | $1.25M | 30.07% | -0.83% |
| AVGO Broadcom Inc. | 1,583 | $396,294.67 | $534,032.96 | - | $137,738.29 | 34.76% | -2.026% |
| AVIV Avantis International Large Cap Value ETF | 72,794 | $4.31M | $5.87M | - | $1.56M | 36.17% | +1.065% |
| AVLV Avantis U.S. Large Cap Value ETF | 79,973 | $5.53M | $7.5M | - | $1.97M | 35.54% | +0.364% |
| AVSC Avantis U.S. Small Cap Equity ETF | 18,336 | $1.03M | $1.29M | - | $256,034.36 | 24.86% | +0.343% |
| AVSF Avantis Short-Term Fixed Income ETF | 24,778 | $1.15M | $1.13M | - | -$17,813.98 | -1.55% | +0.109% |
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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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FAQ
Which stocks have generated the highest profits for Clune & Associates Ltd.?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional US Small Cap Value ETF - $1.95M, Apple Inc - $1.44M, Dimensional International Value ETF - $1.27M, Dimensional Short-Duration Fixed Income ETF - $1.06M, and Vanguard Short-Term Corporate Bond ETF - $1.03M. 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: DoubleVerify Holdings Inc - $272,607.04, Berkshire Hathaway Inc - $80,301.56, Applied Materials, Inc - $75,134.22, The Home Depot, Inc - $56,623.25, and Aon plc - $47,650.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Clune & Associates Ltd.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.01M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $1.1M, Vanguard Short-Term Corporate Bond ETF - $1.05M, Dimensional International Value ETF - $1.03M, Vanguard Short-Term Bond ETF - $836,620.34, and Dimensional US Marketwide Value ETF - $753,060.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Clune & Associates Ltd.'s monthly returns?
Clune & Associates Ltd.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Clune & Associates Ltd.'s strategy be considered aggressive or moderate?
Clune & Associates Ltd.'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 Clune & Associates Ltd.'s strategy?
Clune & Associates Ltd.'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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