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:
34.78%
Gain +0.66%
Monthly
1.5%
Yearly
19.63%
Drawdown
13.18%
$671.58M
Equity
Holdings
$671.58M
Investment
$572.66M
$107.62M
Profit +$2.6M
Realized
$8.7M
Unrealized
$98.92M
Dividends
$15.41M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.66%
Profit
$2.6M
Win %
74%
This Week
Compared To Last Week
Gain
0.39%
Profit
$2.6M
Win %
74%
This Month
Compared to last month
Gain
1.69%
Profit
$11.14M
Win %
74%
This Year
Compared to last year
Gain
1.17%
Profit
$8.49M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$313,931.99 
GOOG Alphabet Inc
+6.88%
+$136,349.92 
GOOGL Alphabet Inc
+6.73%
+$77,206.92 
META Meta Platforms Inc Class A
+3.28%
+$6,594.64 
MSFT Microsoft Corp.
+3.02%
+$57,312.92 
NVDA NVIDIA Corporation
+2.93%
+$149,259.58 
CVX Chevron Corporation
+2.35%
+$11,205.08 
CSCO Cisco Systems, Inc.
+2.14%
+$10,196.28 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$6,032.48 
PWR Quanta Services Inc.
+1.43%
+$3,479.98 
GE General Electric Company
+1.42%
+$5,271.44 
AMAT Applied Materials, Inc.
+1.18%
+$2,106.31 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,636.7 
VDE Vanguard Energy ETF
+1.02%
+$12,309.96 
XLE Energy Select Sector SPDR Fund
+1%
+$8,261.18 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$8,554.56 
MGC Vanguard Mega Cap ETF
+0.87%
+$3,075.06 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$2,366.84 
IBM International Business Machines Corporation
+0.86%
+$2,481.06 
GEV GE Vernova Inc.
+0.85%
+$1,911.3 
MCD McDonald's Corporation
+0.82%
+$7,387.63 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$26,464.79 
TSLA Tesla, Inc.
+0.76%
+$2,865.02 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,676.76 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,332.39 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$101,033.35 
VOO Vanguard S&P 500 ETF
+0.71%
+$282,761.99 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$4,870.21 
CAT Caterpillar Inc.
+0.7%
+$47,474.83 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$36,530.55 
IVV iShares Core S&P 500 ETF
+0.69%
+$21,391.36 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,912.53 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$4,406.41 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,132.64 
IWB iShares Russell 1000 ETF
+0.64%
+$3,261.13 
IXC iShares Global Energy ETF
+0.63%
+$33,095.65 
TER Teradyne, Inc.
+0.6%
+$6,778.23 
AVUS Avantis U.S. Equity ETF
+0.57%
+$5,595.12 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$1,470.83 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$9,494.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,332.92 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$12,482.59 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,246.53 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$69,537.44 
RTX RTX Corporation
+0.39%
+$1,799.28 
AVGO Broadcom Inc.
+0.37%
+$2,390.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,303.54 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$39,228.32 
TDG TransDigm Group Inc.
+0.36%
+$701.79 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$8,762.26 
MRK Merck & Co., Inc.
+0.32%
+$820.43 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,433.38 
JPM JPMorgan Chase & Co.
+0.27%
+$2,170.46 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$113,785.08 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$12,879.92 
JNJ Johnson & Johnson
+0.21%
+$517.28 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$948.82 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$4,700.04 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$10,606.13 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$4,576.05 
WM Waste Management, Inc.
+0.1%
+$540.76 
ABT Abbott Laboratories
+0.09%
+$1,127.7 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$481.32 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$784.89 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$697.52 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$380.18 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$325.72 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$201.24 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$860,921.72 
SCOR Comscore Inc.
-6.04%
-$56,995.2 
LIN Linde plc
-5.95%
-$14,373.5 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$9,400.3 
ETHA iShares Ethereum Trust
-3.03%
-$5,628.48 
IBIT iShares Bitcoin Trust
-2.89%
-$11,405.6 
ABBV AbbVie Inc.
-2.51%
-$123,143.51 
TXT Textron Inc.
-2.1%
-$9,634.93 
UAL United Airlines Holdings, Inc.
-1.8%
-$8,445.01 
PATK Patrick Industries Inc.
-1.73%
-$8,620.25 
AON Aon plc
-1.64%
-$13,870.13 
IAU iShares Gold Trust
-1.46%
-$3,686.06 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.34%
-$14,653.67 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$57,344.52 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$15,029.82 
INTC Intel Corporation
-1.02%
-$5,462.82 
XOM Exxon Mobil Corporation
-0.97%
-$21,418.47 
ABOS Acumen Pharmaceuticals, Inc.
-0.92%
-$330 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$1,705.6 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$37,505.16 
ICLN iShares Global Clean Energy ETF
-0.68%
-$10,908.12 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$8,436.75 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,333.08 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$1,334.96 
EFA iShares MSCI EAFE ETF
-0.62%
-$10,530.3 
AVDS Avantis International Small Cap Equity ETF
-0.6%
-$1,831.72 
REET iShares Global REIT ETF
-0.59%
-$13,957.68 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$33,453.5 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$2,088.21 
VNQ Vanguard Real Estate ETF
-0.54%
-$36,792.36 
LLY Eli Lilly and Company
-0.53%
-$1,330.21 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$5,622.25 
DFIS Dimensional International Small Cap ETF
-0.53%
-$97,921.63 
DFAR Dimensional US Real Estate ETF
-0.52%
-$7,921.06 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$8,015.7 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$3,548.32 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$49,074 
DFIV Dimensional International Value ETF
-0.47%
-$135,048.33 
AVDE Avantis International Equity ETF
-0.46%
-$13,444.2 
PEP PepsiCo, Inc.
-0.46%
-$1,151.36 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$1,608 
HD The Home Depot, Inc.
-0.42%
-$838.18 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$3,046.8 
LII Lennox International Inc.
-0.38%
-$4,446.27 
PICB Invesco International Corporate Bond ETF
-0.3%
-$808.36 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$3,941.64 
IGF iShares Global Infrastructure ETF
-0.28%
-$611.99 
SDY SPDR S&P Dividend ETF
-0.28%
-$959.2 
VTV Vanguard Value ETF
-0.27%
-$24,181.92 
DUHP Dimensional US High Profitability ETF
-0.27%
-$1,967.57 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$709.54 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,288.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,309 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$815.5 
BNDX Vanguard Total International Bond ETF
-0.23%
-$35,353.01 
VB Vanguard Small-Cap ETF
-0.22%
-$10,551.1 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$9,077.28 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$6,594.44 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$1,299.5 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$1,183.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$47,413.26 
KR Kroger Co.
-0.21%
-$1,483.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$5,001.12 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$550.34 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$31,725.91 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$899.46 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$2,256.72 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$3,775.12 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$5,637.85 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$8,764.25 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$347.04 
IXUS iShares Core International Stock ETF
-0.15%
-$2,350.04 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$21,794.24 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$355.83 
MUB iShares National Muni Bond ETF
-0.11%
-$452.88 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$586.8 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,737.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$904.75 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$180.6 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$19,551.72 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$297.32 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$14,552.8 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$15,633.03 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$324.75 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,755.6 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$1,627.86 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$8,145.66 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$274.54 
V Visa Inc. Class A
-0.04%
-$214.18 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$527.5 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$8,160.6 
AVSF Avantis Short-Term Fixed Income ETF
-0.02%
-$298.79 
IGE iShares North American Natural Resources ETF
-0.02%
-$1,043.3 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$88.58 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$29.2 Events
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Dividends
Dividend Analysis
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| Trades 988 | Longs Won 752/988 76% | Profit Factor 26.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $439,370.58 |
| Average Win $148,839.56 | Best Trade (Aug 17) $6.99M | Sharpe Ratio -11.42 |
| Average Loss -$18,237.23 | Worst Trade (Aug 20) -$386,172.44 | Z-Score 16.05 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 4d | Expectancy $108,930.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,111 | $8.98M | $10.85M | - | $1.87M | 20.82% | -7.354% |
| ABBV AbbVie Inc. | 19,033 | $3.44M | $4.78M | - | $1.33M | 38.76% | -2.513% |
| ABOS Acumen Pharmaceuticals, Inc. | 16,500 | $28,380 | $35,475 | - | $7,095 | 25% | -0.922% |
| ABT Abbott Laboratories | 12,530 | $1.42M | $1.32M | - | -$99,918 | -7.02% | +0.085% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,236 | $898,825.82 | $899,309.32 | - | $483.5 | 0.05% | -0.256% |
| AMAT Applied Materials, Inc. | 357 | $258,111 | $181,238.19 | - | -$76,872.81 | -29.78% | +1.176% |
| AMZN Amazon.com Inc | 8,701 | $1.87M | $2.36M | - | $496,393.7 | 26.59% | +15.321% |
| AON Aon plc | 2,304 | $827,504.5 | $830,707.18 | - | $3,202.68 | 0.39% | -1.642% |
| AVDE Avantis International Equity ETF | 32,010 | $2.04M | $2.92M | - | $881,964.73 | 43.28% | -0.458% |
| AVDS Avantis International Small Cap Equity ETF | 3,982 | $270,312.47 | $304,184.98 | - | $33,872.51 | 12.53% | -0.599% |
| AVDV Avantis International Small Cap Value ETF | 98,148 | $9.22M | $10.27M | - | $1.05M | 11.43% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 50,845 | $3.26M | $4.55M | - | $1.29M | 39.44% | +0.101% |
| AVGO Broadcom Inc. | 1,660 | $414,146.38 | $646,204.8 | - | $232,058.42 | 56.03% | +0.371% |
| AVIV Avantis International Large Cap Value ETF | 72,725 | $4.31M | $5.87M | - | $1.56M | 36.25% | -0.567% |
| AVLV Avantis U.S. Large Cap Value ETF | 81,585 | $5.64M | $7.52M | - | $1.88M | 33.38% | +0.141% |
| AVSC Avantis U.S. Small Cap Equity ETF | 18,806 | $1.06M | $1.36M | - | $304,823.12 | 28.88% | -0.166% |
| AVSF Avantis Short-Term Fixed Income ETF | 29,879 | $1.39M | $1.39M | - | -$1,282.02 | -0.09% | -0.022% |
| AVUS Avantis U.S. Equity ETF | 7,771 | $868,622 | $991,579.6 | - | $122,957.6 | 14.16% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 17,438 | $1.71M | $2.18M | - | $478,756.23 | 28.07% | +0.032% |
| BND Vanguard Total Bond Market Index Fund | 6,780 | $494,584.91 | $489,719.4 | - | -$4,865.51 | -0.98% | -0.262% |
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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 Short-Duration Fixed Income ETF - $929,832.43, Dimensional International Value ETF - $886,234.22, Vanguard Short-Term Corporate Bond ETF - $879,763.82, SPDR S&P 500 ETF Trust - $877,880.69, and Schwab Fundamental International Small Company Index ETF - $860,002.16. 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, Aon plc - $47,050.03, The Walt Disney Company - $42,357.14, and Integral Ad Science Holding Corp - $36,831.02. 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 $15.41M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $929,832.43, Dimensional International Value ETF - $886,234.22, Vanguard Short-Term Corporate Bond ETF - $879,763.82, Vanguard Short-Term Bond ETF - $749,158.98, and iShares J.P. Morgan USD Emerging Markets Bond ETF - $660,137.73. 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.
