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:
84.84%
Gain +0.51%
Monthly
0.93%
Yearly
11.82%
Drawdown
21.86%
$191.86M
Equity
Holdings
$191.86M
Investment
$129.97M
$66.38M
Profit +$753,440.28
Realized
$4.48M
Unrealized
$61.9M
Dividends
$10.83M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$753,440.28
Win %
86%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$783,669.62
Win %
86%
This Month
Compared to last month
Gain
0.84%
Profit
$1.59M
Win %
86%
This Year
Compared to last year
Gain
0.42%
Profit
$804,570.57
Win %
85%
SCHD Schwab U.S. Dividend Equity ETF
+1.66%
+$10,474.24 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.25%
+$3,398.8 
DFSV Dimensional US Small Cap Value ETF
+1.09%
+$8,375.07 
DFAT Dimensional US Targeted Value ETF
+1.07%
+$148,237.92 
DFAS Dimensional U.S. Small Cap ETF
+0.93%
+$72,296.64 
IWM iShares Russell 2000 ETF
+0.93%
+$9,059.4 
AVUV Avantis U.S. Small Cap Value ETF
+0.89%
+$3,883.84 
DFAR Dimensional US Real Estate ETF
+0.84%
+$22,059.85 
CMF iShares California Muni Bond ETF
+0.8%
+$1,824.39 
DIHP Dimensional International High Profitability Portfolio
+0.73%
+$6,299.93 
AVRE Avantis Real Estate ETF
+0.65%
+$2,682.5 
DUHP Dimensional US High Profitability ETF
+0.64%
+$13,153.32 
DFNM Dimensional National Municipal Bond ETF
+0.59%
+$2,964.22 
DFUV Dimensional US Marketwide Value ETF
+0.58%
+$87,655.1 
IJH iShares Core S&P Mid-Cap ETF
+0.57%
+$1,339.2 
AVLV Avantis U.S. Large Cap Value ETF
+0.56%
+$3,238.56 
DFCF Dimensional Core Fixed Income ETF
+0.55%
+$6,354.48 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.54%
+$1,396.33 
DFIV Dimensional International Value ETF
+0.54%
+$62,062.8 
MDY SPDR S&P MidCap 400 ETF Trust
+0.52%
+$4,757.52 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.4%
+$296,861.04 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$39,659.4 
DCOR Dimensional US Core Equity 1 ETF
+0.31%
+$1,446.38 
AVDE Avantis International Equity ETF
+0.29%
+$2,116.4 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.19%
+$592.2 
BSV Vanguard Short-Term Bond ETF
+0.17%
+$1,300.13 
DFAW Dimensional World Equity ETF
+0.17%
+$397.32 
DFAU Dimensional US Core Equity Market ETF
+0.16%
+$10,012.49 
AVUS Avantis U.S. Equity ETF
+0.16%
+$8,586.83 
DISV Dimensional International Small Cap Equity Fund
+0.15%
+$4,662.52 
IWB iShares Russell 1000 ETF
+0.12%
+$1,995.5 
SPY SPDR S&P 500 ETF Trust
+0.09%
+$232.18 
DFUS Dimensional U.S. Equity Market ETF
+0.07%
+$3,731.14 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$59.35 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.12%
-$7,672.53 
DFAE Dimensional Emerging Core Equity Market ETF
-1.06%
-$57,912.17 
IWF iShares Russell 1000 Growth ETF
-0.47%
-$1,679.14 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.11%
-$13,987.44 
DFIS Dimensional International Small Cap ETF
-0.03%
-$229.27 Events
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Dividends
Dividend Analysis
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No Data
| Trades 401 | Longs Won 301/401 75% | Profit Factor 29.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.29M |
| Average Win $228,160.41 | Best Trade (Oct 15) $24.09M | Sharpe Ratio -9.54 |
| Average Loss -$23,005.93 | Worst Trade (Sep 30) -$504,433.15 | Z-Score 14.49 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3d | Expectancy $165,525.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.86% |
| Consecutive Losing Trades | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AVDE Avantis International Equity ETF | 8,140 | $708,817.76 | $728,774.2 | - | $19,956.44 | 2.82% | +0.291% |
| AVLV Avantis U.S. Large Cap Value ETF | 6,228 | $462,809.95 | $580,200.48 | - | $117,390.53 | 25.36% | +0.561% |
| AVRE Avantis Real Estate ETF | 9,250 | $407,185 | $414,400 | - | $7,215 | 1.77% | +0.652% |
| AVUS Avantis U.S. Equity ETF | 41,887 | $4.83M | $5.42M | - | $596,478.26 | 12.36% | +0.159% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,664 | $378,158.09 | $440,596 | - | $62,437.91 | 16.51% | +0.889% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,535 | $306,853.16 | $259,698.77 | - | -$47,154.39 | -15.37% | +0.541% |
| BSV Vanguard Short-Term Bond ETF | 10,001 | $803,068.23 | $765,476.54 | - | -$37,591.69 | -4.68% | +0.17% |
| CMF iShares California Muni Bond ETF | 4,194 | $241,742.16 | $230,187.69 | - | -$11,554.47 | -4.78% | +0.799% |
| DCOR Dimensional US Core Equity 1 ETF | 5,563 | $372,013.25 | $466,791.33 | - | $94,778.08 | 25.48% | +0.311% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.65M | $47.4M | $74.32M | - | $26.92M | 56.8% | +0.401% |
| DFAE Dimensional Emerging Core Equity Market ETF | 142,993 | $3.46M | $5.4M | - | $1.94M | 56.19% | -1.061% |
| DFAI Dimensional International Core Equity Market ETF | 240,360 | $7.31M | $9.94M | - | $2.63M | 35.94% | +0.401% |
| DFAR Dimensional US Real Estate ETF | 107,609 | $2.49M | $2.65M | - | $160,580.96 | 6.46% | +0.84% |
| DFAS Dimensional U.S. Small Cap ETF | 100,412 | $6.1M | $7.83M | - | $1.73M | 28.41% | +0.932% |
| DFAT Dimensional US Targeted Value ETF | 205,886 | $9.8M | $13.98M | - | $4.18M | 42.7% | +1.072% |
| DFAU Dimensional US Core Equity Market ETF | 117,794 | $3.9M | $6.24M | - | $2.34M | 60.05% | +0.161% |
| DFAW Dimensional World Equity ETF | 2,838 | $209,917.64 | $236,973 | - | $27,055.36 | 12.89% | +0.168% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 349,686 | $9.16M | $12.78M | - | $3.62M | 39.52% | -0.109% |
| DFCF Dimensional Core Fixed Income ETF | 28,884 | $1.21M | $1.17M | - | -$39,182.45 | -3.23% | +0.545% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 17,638 | $450,204.11 | $675,976.35 | - | $225,772.24 | 50.15% | -1.122% |
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FAQ
Which stocks have generated the highest profits for Robert Lucia?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $5.97M, Dimensional US Marketwide Value ETF - $2.6M, Dimensional US Targeted Value ETF - $1.53M, Dimensional International Value ETF - $1.31M, and Dimensional World ex U.S. Core Equity 2 ETF - $1.27M. 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: Dimensional US Core Equity Market ETF - $157,033.55, Nasdaq, Inc - $147,080.95, Dimensional U.S. Equity Market ETF - $98,849.86, Vanguard FTSE Emerging Markets ETF - $58,504.23, and Msa Safety Inc - $24,769.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Lucia's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.83M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $3.24M, Dimensional World ex U.S. Core Equity 2 ETF - $1.44M, Dimensional International Value ETF - $1.29M, Dimensional US Marketwide Value ETF - $921,587.75, and Dimensional US Targeted Value ETF - $889,059.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Lucia's monthly returns?
Robert Lucia'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 Lucia's strategy be considered aggressive or moderate?
Robert Lucia's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Robert Lucia's strategy?
Robert Lucia's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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