RCW
Royal Capital Wealth Management LLC Portfolio
Invests via Royal Capital Wealth Management LLC | Managed by Thomas Lee Johnson, Andrew Jay Johnson
Invests via Royal Capital Wealth Management LLC
Managed by Thomas Lee Johnson, Andrew Jay Johnson
Automatically Tracked
Company Profile
Royal Capital Wealth Management LLC specializes in providing tailored financial solutions to high-net-worth individuals and families. With a strong focus on personalized service, the firm cultivates long-lasting relationships to address unique wealth management needs. Operating within an evolving financial landscape, it offers expertise across various domains such as estate planning, retirement strategies, and investment advisory. This positioning allows the company to cater effectively to affluent clients seeking comprehensive asset management services. The team’s dedication to understanding individual goals underscores their commitment to enhancing client financial well-being and achieving lasting impact.
Royal Capital Wealth Management LLC specializes in providing tailored financial solutions to high-net-worth individuals and families. With a strong focus on personalized service, the firm cultivates long-lasting relationships to address unique wealth management needs. Operating within an evolving financial landscape, it offers expertise across various domains such as estate planning, retirement strategies, and investment advisory. This positioning allows the company to cater effectively to affluent clients seeking comprehensive asset management services. The team’s dedication to understanding individual goals underscores their commitment to enhancing client financial well-being and achieving lasting impact.
Investment Philosophy & Strategy
Market conditions necessitate a proactive approach to wealth management, which Royal Capital Wealth Management LLC embraces by integrating strategic foresight and individualized attention. Focused on affluent clients, the firm prioritizes comprehensive financial strategies that adapt to the evolving landscape. Utilizing deep insights into tax optimization and estate structuring, it crafts bespoke solutions that reflect each client's aspirations. The expertise in risk management complements its ability to pursue long-term value creation while maintaining flexibility in capital deployment. This dedication ensures that every investment choice aligns closely with clients' unique financial objectives.
Market conditions necessitate a proactive approach to wealth management, which Royal Capital Wealth Management LLC embraces by integrating strategic foresight and individualized attention. Focused on affluent clients, the firm prioritizes comprehensive financial strategies that adapt to the evolving landscape. Utilizing deep insights into tax optimization and estate structuring, it crafts bespoke solutions that reflect each client's aspirations. The expertise in risk management complements its ability to pursue long-term value creation while maintaining flexibility in capital deployment. This dedication ensures that every investment choice aligns closely with clients' unique financial objectives.
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:
41.17%
Gain +0.4%
Monthly
0.47%
Yearly
5.75%
Drawdown
13.56%
$175.38M
Equity
Holdings
$175.38M
Investment
$117.64M
$52.43M
Profit +$856,018.73
Realized
-$5.31M
Unrealized
$57.74M
Dividends
$8.39M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.4%
Profit
$856,018.73
Win %
79%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$311,209.53
Win %
79%
This Month
Compared to last month
Gain
-1.27%
Profit
-$2.25M
Win %
79%
This Year
Compared to last year
Gain
0.55%
Profit
$1.39M
Win %
79%
CDE Coeur Mining, Inc.
+4.94%
+$14,261.67 
QCOM QUALCOMM Incorporated
+4.28%
+$25,788.25 
IAUX I-80 Gold Corp.
+3.47%
+$766 
WRAP Wrap Technologies Inc.
+3.15%
+$3,580.84 
CMG Chipotle Mexican Grill, Inc.
+3.12%
+$9,750 
CME CME Group Inc.
+2.79%
+$38,766.77 
T AT&T Inc.
+2.48%
+$3,984.87 
VZ Verizon Communications Inc.
+2.46%
+$4,805.95 
JPM JPMorgan Chase & Co.
+2.3%
+$163,258.87 
NUE Nucor Corporation
+2.09%
+$18,933.3 
PM Philip Morris International Inc.
+2.01%
+$12,966.36 
KMI Kinder Morgan, Inc.
+1.82%
+$7,351.29 
ACN Accenture plc Class A
+1.64%
+$3,474.32 
WFC Wells Fargo & Company
+1.62%
+$17,567.26 
BX Blackstone Inc.
+1.57%
+$33,210.1 
OKE ONEOK, Inc.
+1.56%
+$3,990.69 
CRH CRH plc
+1.54%
+$4,455 
BAC Bank of America Corporation
+1.52%
+$5,176.92 
CAT Caterpillar Inc.
+1.49%
+$14,663 
EUDV ProShares MSCI Europe Dividend Growers ETF
+1.43%
+$5,867.52 
SEIC SEI Investments Company
+1.42%
+$4,002.5 
COP ConocoPhillips
+1.39%
+$3,969.16 
XLF Financial Select Sector SPDR Fund
+1.39%
+$6,278 
IYF iShares U.S. Financials ETF
+1.37%
+$3,460 
TXN Texas Instruments Inc
+1.36%
+$8,637.13 
SPGI S&P Global Inc.
+1.36%
+$7,332 
NEE NextEra Energy, Inc.
+1.3%
+$12,479.87 
ABBV AbbVie Inc.
+1.3%
+$25,742.37 
CAH Cardinal Health Inc.
+1.21%
+$5,105.04 
AFL Aflac Inc.
+1.16%
+$2,812.05 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+1.16%
+$17,013.33 
NSC Norfolk Southern Corporation
+1.07%
+$3,031.96 
JNJ Johnson & Johnson
+1.05%
+$20,807.5 
SMDV ProShares Russell 2000 Dividend Growers ETF
+1.05%
+$9,738.3 
V Visa Inc. Class A
+1.05%
+$58,203.05 
MPC Marathon Petroleum Corporation
+1.03%
+$4,984.8 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$20,367 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$9,736.85 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$13,837.93 
PG Procter & Gamble Co
+0.85%
+$8,517.68 
GE General Electric Company
+0.81%
+$6,436.78 
GM General Motors Company
+0.79%
+$3,767.68 
SLV iShares Silver Trust
+0.77%
+$3,106.7 
CVX Chevron Corporation
+0.75%
+$3,085.58 
HD The Home Depot, Inc.
+0.73%
+$2,000.42 
COST Costco Wholesale Corporation
+0.72%
+$5,039.79 
UNH UnitedHealth Group Incorporated
+0.71%
+$18,018.54 
MA Mastercard Incorporated
+0.7%
+$68,630.35 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$62,695.44 
DUK Duke Energy Corporation
+0.64%
+$1,920.72 
EMR Emerson Electric Co.
+0.64%
+$4,792.06 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$39,020.8 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$16,684.2 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$140,342.61 
GOOGL Alphabet Inc
+0.56%
+$50,552.25 
POWW Ammo Inc.
+0.49%
+$2,443 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$2,533.44 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$1,364.55 
LNG Cheniere Energy Inc.
+0.46%
+$3,661.89 
GOOG Alphabet Inc
+0.46%
+$22,784.52 
WMT Walmart Inc.
+0.45%
+$12,274.49 
PEP PepsiCo, Inc.
+0.38%
+$3,353.4 
GD General Dynamics Corporation
+0.35%
+$767.86 
AMGN Amgen Inc.
+0.34%
+$3,384.29 
KVUE Kenvue Inc.
+0.33%
+$1,045.62 
MMM 3M Company
+0.29%
+$934.26 
XOM Exxon Mobil Corporation
+0.29%
+$10,968.99 
FANG Diamondback Energy Inc
+0.28%
+$999 
ADP Automatic Data Processing Inc.
+0.23%
+$2,790.72 
NVDA NVIDIA Corporation
+0.18%
+$20,766.99 
NTES NetEase, Inc. American Depositary Receipt
+0.17%
+$420 
MSFT Microsoft Corp.
+0.13%
+$10,613.72 
BINC iShares Flexible Income Active ETF
+0.12%
+$2,543.4 
CB Chubb Limited
+0.11%
+$236.26 
KO The Coca-Cola Company
+0.1%
+$1,142.32 
GLD SPDR Gold Shares
+0.06%
+$143.97 
ORCL Oracle Corporation
+0.05%
+$171.7 
CRMD CorMedix Inc.
-2.46%
-$6,270 
LLY Eli Lilly and Company
-2.41%
-$108,045.88 
PLTR Palantir Technologies Inc.
-2.35%
-$9,086.01 
ABT Abbott Laboratories
-1.68%
-$5,410.33 
LMT Lockheed Martin Corporation
-1.54%
-$3,641.95 
AAPL Apple Inc.
-1.52%
-$87,205.5 
AMZN Amazon.com Inc
-1.23%
-$65,833.36 
AVGO Broadcom Inc.
-0.94%
-$9,520.63 
CSCO Cisco Systems, Inc.
-0.6%
-$5,385.94 
NVS Novartis AG Sponsored ADR
-0.58%
-$1,254.6 
DOV Dover Corporation
-0.48%
-$1,086.5 
DIS The Walt Disney Company
-0.31%
-$1,333 
META Meta Platforms Inc Class A
-0.23%
-$2,211.28 
MDT Medtronic plc
-0.21%
-$423.13 
LOW Lowe's Companies Inc.
-0.1%
-$1,030.92 
NLY Annaly Capital Management, Inc.
-0.07%
-$227.04 
EPD Enterprise Products Partners L.P.
-0.07%
-$262.65 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$23.53 
MCD McDonald's Corporation
-0.02%
-$377.64 Events
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Dividends
Dividend Analysis
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| Trades 1266 | Longs Won 765/1266 60% | Profit Factor 5.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $245,608.29 |
| Average Win $84,234.27 | Best Trade (Jun 12) $3.08M | Sharpe Ratio -10.02 |
| Average Loss -$23,966.91 | Worst Trade (Dec 31) -$843,744 | Z-Score 11.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w | Expectancy $41,415.32 |
| 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 | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
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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