RAD
Robert A. Dee Portfolio
Invests via AMERICAN FINANCIAL GROUP Inc. | Managed by Robert A. Dee
Invests via AMERICAN FINANCIAL GROUP Inc.
Managed by Robert A. Dee
Automatically Tracked
Robert A. Dee Profile
Robert A. Dee is a prominent investment professional recognized for his extensive expertise in corporate finance and strategic growth initiatives. With a career marked by significant leadership roles, he has contributed to both public and private sectors through transformative mergers and acquisitions. Known for driving operational excellence, Robert effectively bridges financial insight with business strategy to enhance shareholder value. His commitment to fostering innovation within organizations positions him as a valuable advisor in the competitive landscape of capital markets.
Robert A. Dee is a prominent investment professional recognized for his extensive expertise in corporate finance and strategic growth initiatives. With a career marked by significant leadership roles, he has contributed to both public and private sectors through transformative mergers and acquisitions. Known for driving operational excellence, Robert effectively bridges financial insight with business strategy to enhance shareholder value. His commitment to fostering innovation within organizations positions him as a valuable advisor in the competitive landscape of capital markets.
Investment Philosophy & Strategy
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:
28.71%
Gain -2.27%
Monthly
0.38%
Yearly
4.62%
Drawdown
20.53%
$1.49B
Equity
Holdings
$1.49B
Investment
$1.46B
$1.66B
Profit -$12.38M
Realized
$1.62B
Unrealized
$33.56M
Dividends
$1.08B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-2.27%
Profit
-$12.38M
Win %
78%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$9.86M
Win %
78%
This Month
Compared to last month
Gain
-0.71%
Profit
-$11.95M
Win %
78%
This Year
Compared to last year
Gain
9.76%
Profit
$180.84M
Win %
77%
LUK
LUK
+6,743.82%
+$11.8M ZNT
ZNT
+1,459.08%
+$22.2M WAMU
WAMUQ
+1,120.74%
+$37.5M 4588
458801107
+78.39%
+$341,000 USTR
USTR
+67.45%
+$411,560.97 6046
60462E104
+38.44%
+$226,000 BTO
BTO
+33.53%
+$3,121.73 4802
480206200
+28.19%
+$1.52M 
XPER Xperi Inc.
+27.93%
+$194,988.23 9344
934488107
+23.42%
+$311,000 9094
909420101
+21.34%
+$127,000 PFGI
PFGI
+7.92%
+$15.76M 
WMB The Williams Companies, Inc.
+1.92%
+$11,815 
COP ConocoPhillips
+1.1%
+$9,660 
SATS EchoStar Corporation
+1.09%
+$28,500.03 
OMER Omeros Corporation
+0.81%
+$7,052.43 
ACN Accenture plc Class A
+0.18%
+$7,999.75 
WES Western Midstream Partners, LP
+0.1%
+$1,275 
AM Antero Midstream Corporation
0%
$0 
ARI Apollo Commercial Real Estate Finance Inc.
0%
$0 
ARLP Alliance Resource Partners, L.P.
0%
$0 
BEN Franklin Resources Inc.
0%
$0 
BHF Brighthouse Financial Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
C Citigroup Inc.
0%
$0 
CAPL CrossAmerica Partners L.P.
0%
$0 
CFFN Capitol Federal Financial, Inc.
0%
$0 
CGTX Cognition Therapeutics Inc.
0%
$0 
CLPR Clipper Realty Inc.
0%
$0 
CMCSA Comcast Corp
0%
$0 
CRM Salesforce Inc
0%
$0 
CURI Curiositystream Inc.
0%
$0 
DERM Journey Medical Corp
0%
$0 
DKL Delek Logistics Partners L.P.
0%
$0 
EFC ELLINGTON FINANCIAL INC 1EL REIT
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FLNG Flex LNG Ltd.
0%
$0 
FLL Full House Resorts Inc.
0%
$0 
GLP Global Partners L.P.
0%
+$0.03 
GPN Global Payments Inc.
0%
$0 
GPMT Granite Point Mortgage Trust Inc.
0%
$0 
GSBD Goldman Sachs BDC Inc.
0%
$0 
GTN Gray Television, Inc.
0%
$0 
HESM Hess Midstream LP
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
IVZ Invesco Ltd.
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KNTK Kinetik Holdings Inc.
0%
$0 
KROS Keros Therapeutics Inc.
0%
$0 
KRP Kimbell Royalty Partners, LP
0%
$0 
KVUE Kenvue Inc.
0%
+$0.06 
LILAK Liberty Latin America Ltd.
0%
$0 
MBC MasterBrand, Inc.
0%
$0 
MNTN MNTN, Inc.
0%
$0 
MPLX MPLX LP
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NXST Nexstar Media Group Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OWL Blue Owl Capital Inc.
0%
$0 
PAA Plains All American Pipeline, L.P.
0%
$0 
PFX PhenixFIN Corporation
0%
+$0.11 
PGEN Precigen Inc.
0%
$0 
PSX Phillips 66
0%
$0 
RC Ready Capital Corporation
0%
$0 
SCI Service Corporation International
0%
$0 
SUN Sunoco L.P.
0%
$0 
TAP Molson Coors Beverage Company
0%
$0 
TALO Talos Energy Inc.
0%
$0 
TWO Two Harbors Investment Corp.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
USAC Usa Compression Partners L.P.
0%
$0 
VTRS Viatris Inc.
0%
$0 
WDAY Workday Inc.
0%
$0 
WRB W.R. Berkley Corporation
0%
+$5.77 
MSDL Morgan Stanley Direct Lending Corp.
0%
$0 
FISV Fiserv, Inc.
0%
$0 
KBDC Kayne Anderson BDC Inc.
0%
$0 
TVRD Cara Therapeutics Inc.
0%
$0 
VOYG Voyager Technologies, Inc.
0%
$0 4507
450713102
0%
$0 6933
69338P102
0%
$0 TTN
TTN
0%
$0 3009
300904109
0%
$0 5855
585509102
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
RPC P10 Inc.
0%
$0 3410
341064103
0%
$0 
TYG Tortoise Energy Infrastructure Total Return Fund
0%
$0 0289
028911AC9
0%
$0 ADEL
ADELQ
-99.74%
-$6.55M 0459
045919107
-99.64%
-$2.92M RCNC
RCNC
-99.43%
-$4.28M WSPT
WSPTQ
-97.55%
-$678,000 RELH
RELHQ
-95.83%
-$46,000.05 1700
170032106
-89.22%
-$127.12M SEPR
SEPR
-80.41%
-$9.7M 2003
200300101
-77.11%
-$2.33M MARS
MARSA
-24.25%
-$2.82M 0596
059646109
-22.82%
-$97,000 0238
023840101
-18.21%
-$138.05M 8873
887315109
-13.97%
-$7.54M 
BPOP Popular Inc.
-12.36%
-$502,773.34 MARS
MARSB
-5.9%
-$544,375.82 
AF Astoria Financial Corp.
-4.71%
-$48,438.34 CVC
CVC
-3.7%
-$122,296.7 9029
902973106
-3.24%
-$22,000.03 
ACI Albertsons Companies, Inc.
-1.96%
-$188,828.64 3161
31614P107
-1.71%
-$15,561.01 
SHEL Shell plc
-0.47%
-$6,235 
LCNB Lcnb Corporation
-0.43%
-$7,954.47 Events
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Dividends
Dividend Analysis
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| Trades 2608 | Longs Won 1580/2608 60% | Profit Factor 1.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.68M |
| Average Win $2.03M | Best Trade (Sep 29) $206.07M | Sharpe Ratio -65.21 |
| Average Loss -$1.67M | Worst Trade (Mar 30) -$229.1M | Z-Score -6.32 (100%) |
| Commissions $0 | Avg. Trade Length 2y 9m 2w | Expectancy $635,566.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 1.12% | 11.97% |
| Consecutive Losing Trades | 891 | 802 | 713 | 624 | 535 | 446 | 357 | 267 | 178 | 89 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0238 023840101 | 35.06M | $758.17M | $620.12M | - | -$138.05M | -18.21% | -18.208% |
| 0289 028911AC9 | 4,755 | $4.38M | $4.38M | - | - | - | 0.0 |
| 0459 045919107 | 70,752 | $2.93M | $10,535.52 | - | -$2.92M | -99.64% | -99.641% |
| 0596 059646109 | 59,646 | $425,000 | $328,000 | - | -$97,000 | -22.82% | -22.824% |
| 1700 170032106 | 24M | $142.48M | $15.36M | - | -$127.12M | -89.22% | -89.221% |
| 2003 200300101 | 210,300 | $1.03M | $690,451.43 | - | -$335,260.07 | -32.69% | -77.115% |
| 3009 300904109 | 15,000 | $2.1M | $2.1M | - | - | - | 0.0 |
| 3161 31614P107 | 50,000 | $909,500.41 | $893,939.39 | - | -$15,561.02 | -1.71% | -1.711% |
| 3410 341064103 | 341,064 | $214,999.99 | $214,999.99 | - | - | - | 0.0 |
| 4507 450713102 | 25,000 | $985,810.81 | $985,810.81 | - | - | - | 0.0 |
| 4588 458801107 | 20,000 | $435,000 | $776,000 | - | $341,000 | 78.39% | +78.391% |
| 4802 480206200 | 100,000 | $5.41M | $6.93M | - | $1.52M | 28.19% | +28.193% |
| 5855 585509102 | 50,500 | $1.7M | $1.7M | - | - | - | 0.0 |
| 6046 60462E104 | 42,000 | $588,000 | $814,000 | - | $226,000 | 38.44% | +38.435% |
| 6933 69338P102 | 73,900 | $2.33M | $2.33M | - | - | - | 0.0 |
| 8873 887315109 | 888,093 | $7.31M | $46.41M | - | $39.1M | 534.72% | -13.975% |
| 9029 902973106 | 902,973 | $439,129.78 | $656,999.99 | - | $217,870.21 | 49.61% | -3.24% |
| 9094 909420101 | 30,900 | $595,000 | $722,000 | - | $127,000 | 21.34% | +21.345% |
| 9344 934488107 | 20,000 | $1.33M | $1.64M | - | $311,000 | 23.42% | +23.419% |
| ACI Albertsons Companies, Inc. | 786,786 | $16.35M | $9.45M | - | -$6.9M | -42.2% | -1.959% |
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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 Robert A. Dee?
The largest contributions to the portfolio's profits come from the following stocks: Mechanics Bank - $592.42M, GFR - $240.11M, NATL - $160.45M, 887315109 - $83.7M, and Raytheon Co - $83.01M. 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: 170032106 - $229.1M, 023840101 - $142.43M, NCC - $98.38M, TYG - $26.52M, and WB - $23.77M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert A. Dee's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.08B earned over time. The largest contributors to dividend income include Mechanics Bank - $585.03M, Popular Inc - $69.82M, Citigroup Inc - $46.1M, Invesco Mortgage Capital Inc - $22.47M, and Medley Management Inc - $18.53M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert A. Dee's monthly returns?
Robert A. Dee's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Robert A. Dee's strategy be considered aggressive or moderate?
Robert A. Dee's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Robert A. Dee's strategy?
Robert A. Dee's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
