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:
5.27%
Gain +0.04%
Monthly
0.03%
Yearly
0.42%
Drawdown
2.02%
$1.53B
Equity
Holdings
$1.53B
Investment
$1.37B
$165.31M
Profit +$629,363.36
Realized
$0
Unrealized
$165.31M
Dividends
$79.08M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.04%
Profit
$629,363.36
Win %
80%
This Week
Compared To Last Week
Gain
0.04%
Profit
$629,363.36
Win %
80%
This Month
Compared to last month
Gain
0.04%
Profit
$629,363.36
Win %
80%
This Year
Compared to last year
Gain
1.14%
Profit
$17.34M
Win %
80%
HST Host Hotels & Resorts Inc.
+0.79%
+$1,963.16 
WRB W.R. Berkley Corporation
+0.49%
+$504,856.14 
BMY Bristol-Myers Squibb Company
+0.45%
+$5,675.4 
BPOP Popular Inc.
+0.13%
+$33,726 
023840101
0%
$0 
028911AC9
0%
$0 
045919107
0%
$0 
059646109
0%
$0 
170032106
0%
$0 
200300101
0%
$0 
300904109
0%
$0 
31614P107
0%
$0 
341064103
0%
$0 
450713102
0%
$0 
458801107
0%
$0 
480206200
0%
$0 
585509102
0%
$0 
60462E104
0%
$0 
69338P102
0%
$0 
887315109
0%
$0 
902973106
0%
$0 
909420101
0%
$0 
934488107
0%
$0 
ADELQ
0%
$0 
AF Astoria Financial Corp.
0%
$0 
BTO
0%
$0 
CVC
0%
$0 
LUK
0%
$0 
MARSA
0%
$0 
MARSB
0%
$0 
PFGI
0%
$0 
RCNC
0%
$0 
RELHQ
0%
$0 
SEPR
0%
$0 
TTN
0%
$0 
USTR
0%
$0 
WAMUQ
0%
$0 
WSPTQ
0%
$0 
ZNT
0%
$0 
SCI Service Corporation International
-0.81%
-$523,241.6 Events
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Dividends
Dividend Analysis
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| Trades 40 | Longs Won 6/40 15% | Profit Factor - |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $18.41M |
| Average Win $27.55M | Best Trade (Aug 03) $102.57M | Sharpe Ratio -285.41 |
| Average Loss $0 | Worst Trade (Jul 20) -$567.54 | Z-Score -3.03 (100%) |
| Commissions $0 | Avg. Trade Length 27y 4m 1w 5d | Expectancy $4.13M |
| 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% | 0.02% | 1.98% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
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: Popular Inc - $58.49M, Service Corporation International - $9.86M, W.R. Berkley Corporation - $9.71M, Bristol-Myers Squibb Company - $867,382.3, and Host Hotels & Resorts Inc - $153,776.78. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Robert A. Dee's portfolio generate?
The portfolio generates substantial dividend income, with a total of $79.08M earned over time. The largest contributors to dividend income include Popular Inc - $58.49M, Service Corporation International - $9.86M, W.R. Berkley Corporation - $9.71M, Bristol-Myers Squibb Company - $867,382.3, and Host Hotels & Resorts Inc - $153,776.78. 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 relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Robert A. Dee's strategy be considered aggressive or moderate?
Robert A. Dee's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Robert A. Dee's strategy?
Robert A. Dee's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
