Robert Tutela Portfolio
Invests via Essex LLC | Managed by Robert Tutela
Invests via Essex LLC
Managed by Robert Tutela
Automatically Tracked
Robert Tutela Profile
With extensive experience in corporate finance and investment management, Robert Tutela has developed a reputation for driving business growth through strategic financial oversight. He excels at navigating complex market conditions while leveraging his analytical skills to identify opportunities that enhance operational efficiency. His leadership journey includes pivotal roles in various companies where he implemented innovative financial strategies that contributed significantly to the overall success of these organizations. Furthermore, Robert's collaborative approach facilitates strong relationships with stakeholders, ensuring alignment on objectives and fostering an environment conducive to long-term value creation.
With extensive experience in corporate finance and investment management, Robert Tutela has developed a reputation for driving business growth through strategic financial oversight. He excels at navigating complex market conditions while leveraging his analytical skills to identify opportunities that enhance operational efficiency. His leadership journey includes pivotal roles in various companies where he implemented innovative financial strategies that contributed significantly to the overall success of these organizations. Furthermore, Robert's collaborative approach facilitates strong relationships with stakeholders, ensuring alignment on objectives and fostering an environment conducive to long-term value creation.
Investment Philosophy & Strategy
The landscape of corporate finance presents numerous pathways for value creation, and Robert Tutela recognizes the importance of adapting strategies to exploit emerging trends. His approach is deeply rooted in operational improvement, which stems from his extensive background in both investment management and leadership roles across diverse sectors. By focusing on enhancing efficiencies within organizations, he leverages analytical insights to guide capital deployment decisively. A commitment to fostering robust partnerships has enabled a collaborative framework where strategic initiatives can flourish. This dynamic mindset positions him to capitalize on unique opportunities while mitigating risks associated with complex financial environments.
The landscape of corporate finance presents numerous pathways for value creation, and Robert Tutela recognizes the importance of adapting strategies to exploit emerging trends. His approach is deeply rooted in operational improvement, which stems from his extensive background in both investment management and leadership roles across diverse sectors. By focusing on enhancing efficiencies within organizations, he leverages analytical insights to guide capital deployment decisively. A commitment to fostering robust partnerships has enabled a collaborative framework where strategic initiatives can flourish. This dynamic mindset positions him to capitalize on unique opportunities while mitigating risks associated with complex financial environments.
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:
77.25%
Gain +0.69%
Monthly
0.75%
Yearly
9.39%
Drawdown
16.77%
$645.34M
Equity
Holdings
$645.34M
Investment
$487.91M
$175.71M
Profit +$3.58M
Realized
$18.27M
Unrealized
$157.43M
Dividends
$56.7M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.69%
Profit
$3.58M
Win %
80%
This Week
Compared To Last Week
Gain
0.85%
Profit
$5.46M
Win %
80%
This Month
Compared to last month
Gain
-2.02%
Profit
-$13.32M
Win %
80%
This Year
Compared to last year
Gain
-2.06%
Profit
-$13.53M
Win %
80%
NBIL GraniteShares 2x Long NBIS Daily ETF
+16.41%
+$315,455.4 
NBIS Nebius Group N.V. Class A Ordinary Shares
+8.1%
+$2.46M 
BE Bloom Energy Corp. Class A Common Stock
+7.26%
+$51,272.22 
CNTN Canton Strategic Holdings, Inc.
+3.3%
+$1,052.22 
ORCL Oracle Corporation
+3%
+$8,591.94 
AMD Advanced Micro Devices Inc.
+2.81%
+$43,014.27 
AVGO Broadcom Inc.
+2.5%
+$33,373.16 
TSLA Tesla, Inc.
+2.48%
+$33,377.7 
Q Qnity Electronics Inc.
+2.35%
+$4,814.2 
ANET Arista Networks Inc.
+2.31%
+$36,826.25 
GEV GE Vernova Inc.
+2.29%
+$53,574.84 
GS The Goldman Sachs Group, Inc.
+1.95%
+$212,941.71 
APH Amphenol Corp. Class A Common Stock
+1.94%
+$6,499.92 
IVF INVO Fertility Inc.
+1.75%
+$457.8 
PLXS Plexus Corp.
+1.65%
+$3,674.99 
DE Deere & Company
+1.58%
+$87,955.12 
CAT Caterpillar Inc.
+1.56%
+$9,946.53 
SOUN SoundHound AI, Inc. Class A Common Stock
+1.53%
+$2,060.5 
VTRS Viatris Inc.
+1.53%
+$5,127.08 
SOXX iShares Semiconductor ETF
+1.51%
+$3,860.62 
C Citigroup Inc.
+1.49%
+$3,330 
GE General Electric Company
+1.46%
+$62,666 
NTAP NetApp, Inc.
+1.45%
+$4,815 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.31%
+$5,297.07 
NVS Novartis AG Sponsored ADR
+1.31%
+$2,994.9 
MU Micron Technology Inc.
+1.22%
+$8,544.95 
GNW Genworth Financial Inc.
+1.07%
+$1,073.5 
CRWD CrowdStrike Holdings, Inc.
+0.97%
+$10,006.32 
EMR Emerson Electric Co.
+0.87%
+$30,524.2 
ZIM ZIM Integrated Shipping Services Ltd.
+0.81%
+$3,181.68 
OKTA Okta Inc. Class A Common Stock
+0.74%
+$1,564.8 
IYM iShares U.S. Basic Materials ETF
+0.68%
+$3,857.64 
KOMP State Street SPDR S&P Kensho New Economies Composite ETF
+0.64%
+$3,996.4 
TEM Tempus AI Inc Class A Common Stock
+0.62%
+$1,071.84 
LLY Eli Lilly and Company
+0.6%
+$21,277.37 
JPM JPMorgan Chase & Co.
+0.6%
+$59,914.65 
GLD SPDR Gold Shares
+0.56%
+$3,991.33 
DY Dycom Industries, Inc.
+0.46%
+$10,257.62 
JNJ Johnson & Johnson
+0.46%
+$28,480.57 
GOOGL Alphabet Inc
+0.45%
+$35,306.95 
TMO Thermo Fisher Scientific Inc.
+0.45%
+$1,704.94 
XLK State Street Technology Select Sector SPDR ETF
+0.45%
+$214,385.59 
FNDE Schwab Fundamental Emerging Markets Equity ETF
+0.44%
+$30,725.64 
DD DuPont de Nemours, Inc.
+0.43%
+$1,224.96 
TBT ProShares UltraShort 20+ Year Treasury
+0.42%
+$927.36 
XNCR Xencor Inc.
+0.41%
+$10,203.36 
FFIV F5, Inc.
+0.38%
+$803.58 
VXUS Vanguard Total International Stock ETF
+0.36%
+$9,776.4 
SCHF Schwab International Equity ETF
+0.35%
+$77,066.85 
VGT Vanguard Information Technology ETF
+0.34%
+$1,077.27 
VEA Vanguard FTSE Developed Markets ETF
+0.33%
+$687.85 
CTVA Corteva Inc.
+0.29%
+$158.24 
XLI State Street Industrial Select Sector SPDR ETF
+0.29%
+$23,176.32 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.28%
+$2,621.5 
XLB State Street Materials Select Sector SPDR ETF
+0.27%
+$5,284.16 
AIQ Global X Artificial Intelligence & Technology ETF
+0.27%
+$5,023.16 
VWO Vanguard FTSE Emerging Markets ETF
+0.27%
+$1,893.9 
IYW iShares U.S. Technology ETF
+0.25%
+$28,331.52 
MRK Merck & Co., Inc.
+0.24%
+$9,373.8 
AMZN Amazon.com Inc
+0.24%
+$12,951.69 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$2,025.65 
XLU State Street Utilities Select Sector SPDR ETF
+0.21%
+$3,124.89 
NEE NextEra Energy Inc.
+0.2%
+$838.19 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.19%
+$22,444.87 
VUG Vanguard Morningstar Growth ETF
+0.17%
+$1,090.05 
MLPX Global X MLP & Energy Infrastructure ETF
+0.15%
+$5,448.96 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.14%
+$34,110.47 
COF Capital One Financial Corp.
+0.14%
+$316.39 
SCHA Schwab U.S. Small-Cap ETF
+0.14%
+$17,483.17 
AAPL Apple Inc.
+0.14%
+$14,828.03 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+0.12%
+$3,271.66 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.12%
+$480.7 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.11%
+$3,398.04 
GOOG Alphabet Inc
+0.1%
+$6,787.77 
BUG Global X Cybersecurity ETF
+0.1%
+$872.95 
TT Trane Technologies plc
+0.09%
+$783.6 
VV Vanguard Morningstar Large-Cap ETF
+0.07%
+$547.44 
SCHX Schwab U.S. Large-Cap ETF
+0.07%
+$18,866.04 
BXP BXP, Inc.
+0.06%
+$1,182.68 
AMGN Amgen Inc. Common Stock
+0.05%
+$272.88 
ESGU iShares ESG Aware MSCI USA ETF
+0.05%
+$128.7 
BX Blackstone Inc.
+0.05%
+$230.4 
SPY State Street SPDR S&P 500 ETF Trust
+0.04%
+$1,842.37 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.04%
+$9,658.59 
VTI Vanguard Total Stock Market ETF
+0.04%
+$723.32 
UNP Union Pacific Corp.
+0.03%
+$200.3 
SCHB Schwab U.S. Broad Market ETF
+0.03%
+$871.43 
FPE First Trust Preferred Securities and Income ETF
+0.03%
+$255.85 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$471.9 
VOO Vanguard S&P 500 ETF
+0.03%
+$218.63 
VBIL Vanguard 0-3 Month Treasury Bill ETF
+0.03%
+$117.44 
IVV iShares Core S&P 500 ETF
+0.03%
+$705.9 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.02%
+$1,060.54 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$51.45 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$21.11 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$1,137.81 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
TTT ProShares UltraPro Short 20+ Year Treasury
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
WELL Welltower Inc.
-6.1%
-$22,680.6 
PINS Pinterest Inc.
-2.71%
-$9,732.45 
CME CME Group Inc. Class A Common Stock
-2.44%
-$17,032.5 
WM Waste Management Inc.
-2.2%
-$38,128.23 
CRM Salesforce, Inc.
-2.19%
-$12,054.08 
VRSN VeriSign, Inc.
-2.12%
-$32,680.38 
MRSH Marsh & McLennan Companies, Inc.
-1.84%
-$55,655.6 
SHOP Shopify Inc.
-1.82%
-$12,341.36 
DOCU DocuSign Inc.
-1.48%
-$3,871.98 
NFLX Netflix Inc.
-1.35%
-$7,924.04 
TJX The TJX Companies, Inc.
-1.34%
-$5,205.12 
META Meta Platforms Inc Class A
-1.33%
-$39,854.99 
IBM International Business Machines Corporation
-1.04%
-$28,353.6 
XLE State Street Energy Select Sector SPDR ETF
-1.03%
-$36,270 
SN SharkNinja, Inc.
-0.97%
-$5,510.4 
V Visa Inc. Class A
-0.96%
-$4,305.6 
XOM ExxonMobil Holdings Corporation
-0.96%
-$24,606.4 
XSW State Street SPDR S&P Software & Services ETF
-0.94%
-$32,660.4 
SBUX Starbucks Corp.
-0.93%
-$3,993.8 
MA Mastercard Inc. Class A Common Stock
-0.9%
-$5,784.96 
CAH Cardinal Health, Inc.
-0.85%
-$5,016.15 
CB Chubb Limited
-0.79%
-$2,116.83 
COST Costco Wholesale Corp
-0.79%
-$6,049.58 
PEP PepsiCo, Inc.
-0.73%
-$2,392.85 
XLRE State Street Real Estate Select Sector SPDR ETF
-0.72%
-$2,837.12 
WMT Walmart Inc.
-0.72%
-$4,959.87 
VNQ Vanguard Real Estate ETF
-0.72%
-$2,577.49 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.71%
-$2,225.8 
CVX Chevron Corporation
-0.68%
-$3,675.07 
BRK-B Berkshire Hathaway Inc.
-0.67%
-$8,899.75 
MSFT Microsoft Corporation Common Stock
-0.65%
-$54,850.63 
CL Colgate-Palmolive Co.
-0.64%
-$1,589.99 
BTI British American Tobacco plc ADR
-0.58%
-$2,355.49 
XLP State Street Consumer Staples Select Sector SPDR ETF
-0.56%
-$17,757.13 
HONA Honeywell Aerospace Inc.
-0.56%
-$3,715.45 
PG The Procter & Gamble Company
-0.5%
-$11,734.4 
IYK iShares U.S. Consumer Staples ETF
-0.49%
-$3,831.92 
RIG Transocean Ltd.
-0.46%
-$3,077.13 
SO The Southern Company
-0.45%
-$8,895.18 
HD The Home Depot, Inc.
-0.44%
-$1,223.88 
GD General Dynamics Corp.
-0.41%
-$14,813.29 
XLC State Street Communication Services Select Sector SPDR ETF
-0.4%
-$27,982.21 
VOX Vanguard Communication Services ETF
-0.4%
-$1,393.08 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.37%
-$1,031.79 
KMI Kinder Morgan Inc.
-0.32%
-$1,944.8 
ED Consolidated Edison Inc.
-0.3%
-$4,289.6 
ABBV AbbVie Inc.
-0.28%
-$2,358.91 
ZION Zions Bancorporation, National Association
-0.27%
-$974.7 
IBB iShares Biotechnology ETF
-0.27%
-$624.89 
PFE Pfizer Inc.
-0.25%
-$4,593 
SCHV Schwab U.S. Large-Cap Value ETF
-0.23%
-$654.56 
XLV State Street Health Care Select Sector SPDR ETF
-0.19%
-$17,570.51 
XLF State Street Financial Select Sector SPDR ETF
-0.19%
-$19,262.15 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.18%
-$2,863.2 
EXC Exelon Corp.
-0.18%
-$3,238 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.16%
-$1,910.84 
HWM Howmet Aerospace Inc.
-0.16%
-$316.89 
NVDA NVIDIA Corporation
-0.16%
-$16,455.66 
IYH iShares U.S. Healthcare ETF
-0.15%
-$3,762.11 
SPHQ Invesco S&P 500 Quality ETF
-0.14%
-$300.72 
VTV Vanguard Morningstar Value ETF
-0.13%
-$2,094.3 
RTX RTX Corporation
-0.12%
-$4,809.76 
CVS CVS Health Corporation Common Stock
-0.11%
-$858.06 
SCHM Schwab U.S. Mid-Cap ETF
-0.1%
-$24,158.82 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$1,431.84 
APD Air Products and Chemicals Inc.
-0.09%
-$311.85 
JBND JPMorgan Active Bond ETF
-0.07%
-$23,468.51 
IDU iShares U.S. Utilities ETF
-0.06%
-$935.76 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.06%
-$139.62 
CW Curtiss-Wright Corporation
-0.05%
-$139.2 
VCRB Vanguard Core Bond ETF
-0.04%
-$15,220.11 
LIN Linde plc
-0.04%
-$988.14 
VCRM Vanguard Core Tax-Exempt Bond ETF
-0.03%
-$660.23 
JPIE JPMorgan Income ETF
-0.03%
-$105.67 
IDCC InterDigital Inc.
-0.03%
-$164.07 
BND Vanguard Total Bond Market ETF
-0.03%
-$2,709.94 
VB Vanguard Small-Cap ETF
-0.03%
-$260.24 
FBND Fidelity Total Bond ETF
-0.02%
-$2,381.56 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.02%
-$430.5 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$123.86 
IYJ iShares U.S. Industrials ETF
-0.02%
-$314.46 
IYY iShares Dow Jones U.S. ETF
-0.01%
-$31.75 
IYF iShares U.S. Financials ETF
-0.01%
-$132.44 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$19.64 Events
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Dividends
Dividend Analysis
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| Trades 2933 | Longs Won 1996/2933 68% | Profit Factor 4.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $373,501.3 |
| Average Win $113,759.82 | Best Trade (Oct 15) $15.96M | Sharpe Ratio -11.22 |
| Average Loss -$54,809.16 | Worst Trade (Oct 23) -$2.46M | Z-Score 1.66 (90.39%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 4d | Expectancy $59,907.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,549 | $5.14M | $10.86M | - | $5.72M | 111.29% | +0.137% |
| ABBV AbbVie Inc. | 2,986 | $626,856.42 | $853,846.7 | - | $226,990.28 | 36.21% | -0.276% |
| AIQ Global X Artificial Intelligence & Technology ETF | 29,548 | $843,436.35 | $1.86M | - | $1.02M | 121.09% | +0.27% |
| AMD Advanced Micro Devices Inc. | 2,883 | $705,698.89 | $1.57M | - | $868,995.71 | 123.14% | +2.808% |
| AMGN Amgen Inc. Common Stock | 1,137 | $313,329.98 | $505,817.19 | - | $192,487.21 | 61.43% | +0.054% |
| AMZN Amazon.com Inc | 21,586 | $3.96M | $5.39M | - | $1.43M | 36.08% | +0.241% |
| ANET Arista Networks Inc. | 8,993 | $991,083.85 | $1.63M | - | $639,661.8 | 64.54% | +2.31% |
| APD Air Products and Chemicals Inc. | 1,155 | $295,797.96 | $352,794.75 | - | $56,996.79 | 19.27% | -0.088% |
| APH Amphenol Corp. Class A Common Stock | 4,452 | $196,244.16 | $341,601.96 | - | $145,357.8 | 74.07% | +1.94% |
| AVGO Broadcom Inc. | 4,060 | $938,776.84 | $1.37M | - | $431,026.56 | 45.91% | +2.497% |
| BE Bloom Energy Corp. Class A Common Stock | 3,462 | $292,809.18 | $757,243.26 | - | $464,434.08 | 158.61% | +7.263% |
| BND Vanguard Total Bond Market ETF | 135,497 | $9.51M | $9.65M | - | $149,046.7 | 1.57% | -0.028% |
| BRK-B Berkshire Hathaway Inc. | 2,425 | $880,095.32 | $1.32M | - | $441,262.93 | 50.14% | -0.669% |
| BSV Vanguard Short-Term Bond ETF | 8,257 | $630,834.8 | $633,683.46 | - | $2,848.66 | 0.45% | -0.02% |
| BTI British American Tobacco plc ADR | 6,730 | $278,420.1 | $402,117.5 | - | $123,697.4 | 44.43% | -0.582% |
| BUG Global X Cybersecurity ETF | 17,459 | $538,143.05 | $898,614.73 | - | $360,471.68 | 66.98% | +0.097% |
| BX Blackstone Inc. | 4,189 | $490,551.15 | $498,972.73 | - | $8,421.58 | 1.72% | +0.046% |
| BXP BXP, Inc. | 29,567 | $2.65M | $1.84M | - | -$812,063.88 | -30.6% | +0.064% |
| C Citigroup Inc. | 1,850 | $190,664.14 | $227,254 | - | $36,589.86 | 19.19% | +1.487% |
| CAH Cardinal Health, Inc. | 2,355 | $395,640 | $587,360.55 | - | $191,720.55 | 48.46% | -0.847% |
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FAQ
Which stocks have generated the highest profits for Robert Tutela?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $8.69M, SPDR Bloomberg Short Term High Yield Bond ETF - $7.29M, Vanguard Intermediate-Term Corporate Bond ETF - $6.26M, The Goldman Sachs Group, Inc - $6.07M, and Vanguard Short-Term Corporate Bond ETF - $5.29M. 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: PayPal Holdings, Inc - $5.82M, DocuSign Inc - $3.25M, The Walt Disney Company - $2.29M, Global X FinTech ETF - $2.19M, and State Street SPDR S&P Biotech ETF - $887,336.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Tutela's portfolio generate?
The portfolio generates substantial dividend income, with a total of $56.7M earned over time. The largest contributors to dividend income include SPDR Bloomberg Short Term High Yield Bond ETF - $8.07M, Vanguard Intermediate-Term Corporate Bond ETF - $5M, Vanguard Short-Term Corporate Bond ETF - $4.42M, First Trust Institutional Preferred Securities and Income ETF - $4.17M, and Schwab International Equity ETF - $1.62M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Tutela's monthly returns?
Robert Tutela'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 Tutela's strategy be considered aggressive or moderate?
Robert Tutela'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 Tutela's strategy?
Robert Tutela'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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