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Robert Lucia Portfolio
Invests via Andrews, Lucia Wealth Management LLC | Managed by Scott J. Lucia
Invests via Andrews, Lucia Wealth Management LLC
Managed by Scott J. Lucia
Automatically Tracked
Robert Lucia Profile
With extensive experience in corporate finance and operational management, Robert Lucia has cultivated a robust background that positions him as a key player in the business landscape. He has led numerous initiatives aimed at enhancing profitability and driving strategic growth across various sectors. Lucia's insight into financial restructuring and efficiency optimization makes him an invaluable resource for organizations seeking to navigate complex market challenges. His leadership extends to cultivating strong relationships with stakeholders, thereby facilitating seamless collaboration between operational teams and executive management. His work not only reflects an astute understanding of market dynamics but also underscores his commitment to delivering long-term value.
With extensive experience in corporate finance and operational management, Robert Lucia has cultivated a robust background that positions him as a key player in the business landscape. He has led numerous initiatives aimed at enhancing profitability and driving strategic growth across various sectors. Lucia's insight into financial restructuring and efficiency optimization makes him an invaluable resource for organizations seeking to navigate complex market challenges. His leadership extends to cultivating strong relationships with stakeholders, thereby facilitating seamless collaboration between operational teams and executive management. His work not only reflects an astute understanding of market dynamics but also underscores his commitment to delivering long-term value.
Investment Philosophy & Strategy
With a keen awareness of market dynamics, Robert Lucia adopts an opportunistic investment philosophy rooted in his corporate finance acumen. His background equips him to identify and seize value-enhancing opportunities across diverse sectors. A focus on operational improvement underpins his approach, enabling effective capital deployment aimed at maximizing returns while maintaining efficiency. By leveraging strategic partnerships, he cultivates avenues for growth that align with broader industry trends. This agility in navigating complex landscapes reflects both his analytical prowess and commitment to creating sustainable business models.
With a keen awareness of market dynamics, Robert Lucia adopts an opportunistic investment philosophy rooted in his corporate finance acumen. His background equips him to identify and seize value-enhancing opportunities across diverse sectors. A focus on operational improvement underpins his approach, enabling effective capital deployment aimed at maximizing returns while maintaining efficiency. By leveraging strategic partnerships, he cultivates avenues for growth that align with broader industry trends. This agility in navigating complex landscapes reflects both his analytical prowess and commitment to creating sustainable business models.
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:
48.28%
Gain +0.55%
Monthly
0.62%
Yearly
7.7%
Drawdown
15.85%
$187.22M
Equity
Holdings
$187.22M
Investment
$125.25M
$65.55M
Profit +$1.26M
Realized
$3.57M
Unrealized
$61.97M
Dividends
$9.23M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.55%
Profit
$1.26M
Win %
95%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$104,189.73
Win %
95%
This Month
Compared to last month
Gain
0.26%
Profit
$479,636.73
Win %
95%
This Year
Compared to last year
Gain
9.78%
Profit
$16.73M
Win %
94%
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$7,913.7 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$80,092.8 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$141,262.07 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$4,870.71 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$128,913.35 
IWM iShares Russell 2000 ETF
+0.9%
+$9,418.9 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$2,499.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$5,424.16 
DFAR Dimensional US Real Estate ETF
+0.87%
+$21,277.3 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$24,157.24 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$3,971.76 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$1,790.98 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$6,928.86 
AVUS Avantis U.S. Equity ETF
+0.69%
+$26,932.59 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$509,681.4 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$37,197.72 
AVDE Avantis International Equity ETF
+0.6%
+$2,702.16 
DCOR Dimensional US Core Equity 1 ETF
+0.59%
+$2,665.44 
DFIV Dimensional International Value ETF
+0.58%
+$68,492.77 
IWB iShares Russell 1000 ETF
+0.55%
+$8,860.02 
AVRE Avantis Real Estate ETF
+0.55%
+$2,424.76 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$27,444.56 
DFIS Dimensional International Small Cap ETF
+0.51%
+$4,032.47 
DFAW Dimensional World Equity ETF
+0.48%
+$1,150.24 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$25,173 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$53,691.07 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$37,789.79 
DUHP Dimensional US High Profitability ETF
+0.39%
+$7,066.24 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$2,689.32 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$2,555 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$213.3 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$84.18 
BSV Vanguard Short-Term Bond ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 368 | Longs Won 291/368 79% | Profit Factor 32.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.31M |
| Average Win $232,403.33 | Best Trade (Jun 12) $23.41M | Sharpe Ratio -8.17 |
| Average Loss -$27,022.33 | Worst Trade (Sep 30) -$504,433.15 | Z-Score 21.28 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 5d | Expectancy $178,121.33 |
| 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% | 1.72% |
| Consecutive Losing Trades | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
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