Robert B. LaRue Portfolio
Invests via Owen LaRue LLC | Managed by Robert B. LaRue
Invests via Owen LaRue LLC
Managed by Robert B. LaRue
Automatically Tracked
Robert B. LaRue Profile
With a robust background in investment banking and corporate finance, Robert B. LaRue has made significant contributions to various high-profile financial transactions. His expertise spans multiple sectors, including technology and healthcare, positioning him as a strategic partner for companies seeking growth through mergers and acquisitions. LaRue's ability to navigate complex negotiations while fostering relationships with key stakeholders underlines his effectiveness in capital markets. In addition to his transactional experience, he is also known for mentoring emerging entrepreneurs, lending insight drawn from years of operational leadership.
With a robust background in investment banking and corporate finance, Robert B. LaRue has made significant contributions to various high-profile financial transactions. His expertise spans multiple sectors, including technology and healthcare, positioning him as a strategic partner for companies seeking growth through mergers and acquisitions. LaRue's ability to navigate complex negotiations while fostering relationships with key stakeholders underlines his effectiveness in capital markets. In addition to his transactional experience, he is also known for mentoring emerging entrepreneurs, lending insight drawn from years of operational leadership.
Investment Philosophy & Strategy
Growth opportunities in evolving markets are at the forefront of decision-making for Robert B. LaRue. His profound understanding of investment banking coupled with a commitment to fostering strategic partnerships allows him to leverage assets effectively, particularly in sectors like technology and healthcare. With a keen focus on driving operational efficiency, he seeks investments that not only promise significant returns but also align with long-term value creation. As someone who champions entrepreneurial growth, LaRue prioritizes collaboration and innovation, making him an adept navigator of competitive landscapes where transformative ideas thrive.
Growth opportunities in evolving markets are at the forefront of decision-making for Robert B. LaRue. His profound understanding of investment banking coupled with a commitment to fostering strategic partnerships allows him to leverage assets effectively, particularly in sectors like technology and healthcare. With a keen focus on driving operational efficiency, he seeks investments that not only promise significant returns but also align with long-term value creation. As someone who champions entrepreneurial growth, LaRue prioritizes collaboration and innovation, making him an adept navigator of competitive landscapes where transformative ideas thrive.
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:
95.96%
Gain -0.42%
Monthly
1.85%
Yearly
24.57%
Drawdown
25.71%
$278.88M
Equity
Holdings
$278.88M
Investment
$218.05M
$95.79M
Profit -$1.25M
Realized
$34.96M
Unrealized
$60.83M
Dividends
$20.78M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$1.25M
Win %
78%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$2.96M
Win %
78%
This Month
Compared to last month
Gain
-0.93%
Profit
-$2.6M
Win %
78%
This Year
Compared to last year
Gain
7.05%
Profit
$18.36M
Win %
77%
AVGO Broadcom Inc.
+2.67%
+$66,417.02 
NVDA NVIDIA Corporation
+2.3%
+$205,596.97 
JNJ Johnson & Johnson
+2%
+$71,494.84 
XOM Exxon Mobil Corporation
+1.81%
+$24,728.41 
AMD Advanced Micro Devices, Inc.
+1.45%
+$22,941.63 
GS The Goldman Sachs Group, Inc.
+1.16%
+$26,278.44 
F Ford Motor Company
+1.05%
+$1,911.9 
JPM JPMorgan Chase & Co.
+0.86%
+$84,372.46 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.56%
+$26,330.88 
KO The Coca-Cola Company
+0.28%
+$701.5 
ANET Arista Networks, Inc.
+0.17%
+$769.66 
FDG American Century Focused Dynamic Growth ETF
+0.07%
+$527.31 
CPRO Calamos Russell 2000 Structured Alt Protection ETF - October
+0.04%
+$552.36 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
AKRE Akre Focus ETF
0%
$0 
AMGN Amgen Inc.
0%
$0 
BBUS JPMorgan Betabuilders U.S. Equity Fund
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
C Citigroup Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CGBL Capital Group Core Balanced ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
+$0.09 
CGGR Capital Group Growth ETF
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CPNM Calamos Nasdaq-100 Structured Alt Protection ETF – March
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
+$0.08 
CSHI Neos Enhanced Income Cash Alternative ETF
0%
$0 
CVX Chevron Corporation
0%
-$0.02 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DNP DNP Select Income Fund Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
EFAS Global X MSCI SuperDividend EAFE ETF
0%
$0 
FDD First Trust STOXX European Select Dividend Index Fund
0%
$0 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
0%
$0 
FMB First Trust Managed Municipal Fund
0%
-$0.98 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GDMN WisdomTree Efficient Gold Plus Miners Fund
0%
$0 
GE General Electric Company
0%
-$0.06 
GEV GE Vernova Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GLW Corning Incorporated
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IONQ IonQ, Inc.
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
-$0.08 
IWMI Neos Russell 2000 High Income ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IYH iShares U.S. Healthcare ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JUNM FT Vest US Equity Maximum Buffer June Fund
0%
$0 
LITE Lumentum Holdings Inc.
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MISL First Trust Indxx Aerospace & Defense ETF
0%
$0 
MLPA Global X MLP ETF
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.02 
NLR VanEck Uranium and Nuclear ETF
0%
-$0.01 
OKE ONEOK, Inc.
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PCT PureCycle Technologies, Inc.
0%
$0 
PGP PIMCO Global StocksPLUS and Income Fund
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
RCS PIMCO Strategic Income Fund
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
RKLB Rocket Lab Corporation
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SLV iShares Silver Trust
0%
-$0.01 
SMH VanEck Semiconductor ETF
0%
$0 
SNDK SanDisk Corporation
0%
-$0.01 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
$0 
SVOL Simplify Volatility Premium ETF
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TDVI FT Vest Technology Dividend Mutual Fund
0%
$0 
UFO Procure Space ETF
0%
$0 
URA Global X Uranium ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
+$0.03 
VTV Vanguard Value ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
WMT Walmart Inc.
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
ZDEK Innovator Equity Defined Protection ETF
0%
$0 
PLTR Palantir Technologies Inc.
-6.1%
-$611,272.31 
COIN Coinbase Global, Inc.
-5.53%
-$17,008.06 
META Meta Platforms Inc Class A
-2.58%
-$7,571.2 
AMAT Applied Materials, Inc.
-1.88%
-$6,569.33 
GOOGL Alphabet Inc
-1.46%
-$3,840.53 
TSLA Tesla, Inc.
-1.3%
-$24,826.27 
CLS Celestica Inc.
-1.2%
-$22,086 
SPYI NEOS S&P 500 High Income ETF
-1.1%
-$37,808.38 
AMZN Amazon.com Inc
-1.09%
-$31,233.6 
LLY Eli Lilly and Company
-1.05%
-$5,084.01 
SBAR Simplify Barrier Income ETF
-0.66%
-$5,677.83 
AXP American Express Company
-0.58%
-$3,185.72 
AAPL Apple Inc.
-0.56%
-$87,369.95 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.53%
-$4,216.17 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$84,765.22 
XV Simplify Target 15 Distribution ETF
-0.4%
-$8,049.5 
RGTI Rigetti Computing Inc
-0.33%
-$651 
COST Costco Wholesale Corporation
-0.21%
-$750.62 
NFLX Netflix, Inc.
-0.2%
-$585.34 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.16%
-$827.06 
BINC iShares Flexible Income Active ETF
-0.15%
-$6,079.92 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$273.19 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.11%
-$1,143.06 
CAT Caterpillar Inc.
-0.07%
-$331.3 
CPRJ Calamos Russell 2000 Structured Alt Protection ETF - July
-0.05%
-$273.07 
NTRL First Trust Equity Market Neutral ETF
-0.01%
-$108.63 
CPNS Calamos Nasdaq-100 Structured Alt Protection ETF - September
0%
-$45.38 Events
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Dividends
Dividend Analysis
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| Trades 1160 | Longs Won 799/1160 68% | Profit Factor 10.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $391,428.07 |
| Average Win $132,908.2 | Best Trade (Jul 27) $7.58M | Sharpe Ratio -9.46 |
| Average Loss -$28,818.01 | Worst Trade (Jul 27) -$1.04M | Z-Score 6.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $82,577.89 |
| 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 | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
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Returns
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FAQ
Which stocks have generated the highest profits for Robert B. LaRue?
The largest contributions to the portfolio's profits come from the following stocks: First Trust Equity Market Neutral ETF - $6.24M, Palantir Technologies Inc - $5.58M, NVIDIA Corporation - $2.72M, JPMorgan Chase & Co - $2.5M, and CrowdStrike Holdings, Inc - $2.49M. 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: Vanguard Extended Duration Treasury ETF - $1.28M, Pacer US Small Cap Cash Cows 100 ETF - $349,527, Northrop Grumman Corporation - $192,743.04, Stock Yards Bancorp Inc - $108,805.55, and Deere & Company - $105,181.87. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert B. LaRue's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.78M earned over time. The largest contributors to dividend income include First Trust Equity Market Neutral ETF - $6.15M, iShares 0-3 Month Treasury Bond ETF - $1.44M, Simplify Volatility Premium ETF - $806,680.02, DNP Select Income Fund Inc - $711,879.81, and First Trust Intermediate Duration Investment Grade Corporate ETF - $613,317.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert B. LaRue's monthly returns?
Robert B. LaRue'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 B. LaRue's strategy be considered aggressive or moderate?
Robert B. LaRue's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Robert B. LaRue's strategy?
Robert B. LaRue'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.
