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:
71.37%
Gain +0.74%
Monthly
0.83%
Yearly
10.44%
Drawdown
16.77%
$648.09M
Equity
Holdings
$648.09M
Investment
$470.77M
$194.3M
Profit +$2.76M
Realized
$16.98M
Unrealized
$177.32M
Dividends
$55.26M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.74%
Profit
$2.76M
Win %
80%
This Week
Compared To Last Week
Gain
-1%
Profit
-$6.51M
Win %
80%
This Month
Compared to last month
Gain
-0.13%
Profit
-$845,213.69
Win %
80%
This Year
Compared to last year
Gain
-0.88%
Profit
-$5.75M
Win %
81%
NTAP NetApp, Inc.
+8.11%
+$22,334.99 
BE Bloom Energy Corporation
+6.04%
+$54,024.54 
ANET Arista Networks, Inc.
+5.14%
+$90,186.39 
APH Amphenol Corporation
+4.52%
+$32,321.52 
CSCO Cisco Systems, Inc.
+3.92%
+$7,338.03 
IBM International Business Machines Corporation
+3.65%
+$83,491.6 
GEV GE Vernova Inc.
+3.45%
+$87,496.4 
FFIV F5 Inc.
+3.33%
+$6,807.5 
PLXS Plexus Corp.
+3.14%
+$7,750 
HONA Honeywell Aerospace Inc.
+2.82%
+$19,269.6 
BX Blackstone Inc.
+2.46%
+$12,902.12 
AMD Advanced Micro Devices, Inc.
+2.37%
+$32,686.65 
EMR Emerson Electric Co.
+2.31%
+$76,314.07 
CRM Salesforce Inc
+2.31%
+$12,487.76 
Q Qnity Electronics Inc.
+2.3%
+$5,614.68 
AMZN Amazon.com Inc
+2.18%
+$111,809.5 
AAOI Applied Optoelectronics, Inc.
+2.13%
+$3,225.64 
NFLX Netflix, Inc.
+1.95%
+$13,682.77 
GOOGL Alphabet Inc
+1.85%
+$149,582.44 
AAPL Apple Inc.
+1.82%
+$186,450.35 
SOXX iShares Semiconductor ETF
+1.81%
+$4,871.35 
BXP Boston Properties, Inc.
+1.73%
+$32,363.24 
SHOP Shopify Inc.
+1.66%
+$8,578.5 
GOOG Alphabet Inc
+1.58%
+$108,328.78 
PM Philip Morris International Inc.
+1.55%
+$3,540 
TMO Thermo Fisher Scientific Inc.
+1.51%
+$5,086.91 
AIQ Global X Artificial Intelligence & Technology ETF
+1.47%
+$27,350.4 
XLK State Street Technology Select Sector SPDR ETF
+1.45%
+$693,837.08 
VGT Vanguard Information Technology ETF
+1.34%
+$4,185.6 
PG Procter & Gamble Co
+1.32%
+$27,888.84 
WMT Walmart Inc.
+1.31%
+$7,650.56 
IYW iShares U.S. Technology ETF
+1.31%
+$146,835.76 
CHDN Churchill Downs Incorporated
+1.3%
+$2,450.52 
IYJ iShares U.S. Industrials ETF
+1.3%
+$22,134 
PINS Pinterest, Inc. Class A
+1.28%
+$6,512.16 
LIN Linde plc
+1.24%
+$26,482.61 
VTRS Viatris Inc.
+1.23%
+$3,702.07 
HD The Home Depot, Inc.
+1.17%
+$3,147.04 
PLD Prologis Inc.
+1.15%
+$4,736.8 
PLTR Palantir Technologies Inc.
+1.14%
+$7,248.15 
KOMP SPDR S&P Kensho New Economies Composite ETF
+1.14%
+$7,595.25 
XLI Industrial Select Sector SPDR Fund
+1.13%
+$89,997.83 
VOX Vanguard Communication Services ETF
+1.12%
+$4,182.02 
SCHF Schwab International Equity ETF
+1.11%
+$246,015.38 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.11%
+$2,345.6 
VUG Vanguard Growth ETF
+1.08%
+$6,918.4 
XSW SPDR S&P Software & Services ETF
+1.07%
+$30,164.28 
MA Mastercard Incorporated
+1.07%
+$6,474.85 
V Visa Inc. Class A
+1.06%
+$4,283.52 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$2,239.24 
QQQ Invesco QQQ Trust, Series 1
+1.01%
+$9,196.01 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.01%
+$24,277.65 
XLC Communication Services Select Sector SPDR Fund
+1.01%
+$74,342.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1%
+$22,765.94 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.99%
+$9,299.82 
SPY SPDR S&P 500 ETF Trust
+0.94%
+$45,423.82 
VOO Vanguard S&P 500 ETF
+0.94%
+$7,204.98 
IVV iShares Core S&P 500 ETF
+0.94%
+$25,167.89 
ABBV AbbVie Inc.
+0.92%
+$7,012.4 
SCHX Schwab U.S. Large-Cap ETF
+0.92%
+$260,357.94 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.9%
+$18,904.05 
VRSN Verisign Inc.
+0.9%
+$13,175.75 
MSFT Microsoft Corp.
+0.89%
+$67,245.2 
XLRE The Real Estate Select Sector SPDR Fund
+0.89%
+$3,152.77 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.89%
+$8,208.02 
SCHB Schwab U.S. Broad Market ETF
+0.87%
+$22,539.19 
ESGU iShares ESG Aware MSCI USA ETF
+0.87%
+$2,086.56 
IYY iShares Dow Jones U.S. ETF
+0.86%
+$3,461.15 
VB Vanguard Small-Cap ETF
+0.85%
+$8,444.43 
VNQ Vanguard Real Estate ETF
+0.84%
+$3,189.63 
PYPL PayPal Holdings Inc
+0.83%
+$8,713.53 
VO Vanguard Mid-Cap ETF
+0.81%
+$12,557.35 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.81%
+$9,634.96 
GS The Goldman Sachs Group, Inc.
+0.8%
+$111,804.18 
BTI British American Tobacco p.l.c. ADR
+0.79%
+$2,942.78 
SCHV Schwab U.S. Large-Cap Value ETF
+0.77%
+$2,167.43 
VIG Vanguard Dividend Appreciation ETF
+0.77%
+$10,970.08 
HWM Howmet Aerospace Inc.
+0.75%
+$1,766.3 
VTV Vanguard Value ETF
+0.73%
+$11,328.66 
TT Trane Technologies plc
+0.7%
+$6,072.9 
SCHM Schwab U.S. Mid-Cap ETF
+0.7%
+$164,975.65 
TSLA Tesla, Inc.
+0.7%
+$8,757.92 
VWO Vanguard FTSE Emerging Markets ETF
+0.69%
+$5,325.28 
JPM JPMorgan Chase & Co.
+0.69%
+$74,854.32 
META Meta Platforms Inc Class A
+0.69%
+$21,103.32 
GD General Dynamics Corporation
+0.66%
+$23,905.38 
XLF Financial Select Sector SPDR Fund
+0.64%
+$65,159.43 
AVGO Broadcom Inc.
+0.58%
+$8,391.64 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.57%
+$1,976 
ZION Zions Bancorporation, National Association
+0.55%
+$1,911.16 
CME CME Group Inc.
+0.55%
+$3,437.65 
CVX Chevron Corporation
+0.53%
+$2,602.9 
GNW Genworth Financial Inc.
+0.53%
+$621.5 
IYF iShares U.S. Financials ETF
+0.52%
+$9,637.6 
GLD SPDR Gold Shares
+0.5%
+$3,675.55 
BRK-B Berkshire Hathaway Inc.
+0.49%
+$5,919.76 
SCHA Schwab U.S. Small-Cap ETF
+0.47%
+$61,795.2 
XLP Consumer Staples Select Sector SPDR Fund
+0.46%
+$13,143.27 
XNCR Xencor Inc.
+0.43%
+$10,359.41 
IBB iShares Biotechnology ETF
+0.41%
+$912.45 
XLB Materials Select Sector SPDR Fund
+0.39%
+$7,366.8 
COST Costco Wholesale Corporation
+0.34%
+$2,340.8 
IYK iShares U.S. Consumer Staples ETF
+0.34%
+$2,621 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.32%
+$872.99 
IYM iShares U.S. Basic Materials ETF
+0.3%
+$1,870.15 
C Citigroup Inc.
+0.25%
+$603.75 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.23%
+$16,491.2 
XLE Energy Select Sector SPDR Fund
+0.21%
+$6,727.59 
NVDA NVIDIA Corporation
+0.21%
+$21,440.7 
FPE First Trust Preferred Securities and Income ETF
+0.2%
+$1,658.79 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.19%
+$22,673.1 
ZIM ZIM Integrated Shipping Services Ltd.
+0.14%
+$578.28 
CW Curtiss-Wright Corporation
+0.13%
+$429.2 
DE Deere & Company
+0.09%
+$5,137.13 
XOM Exxon Mobil Corporation
+0.06%
+$1,448.16 
JAAA Janus Henderson AAA CLO ETF
+0.06%
+$154.35 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$227.28 
IYH iShares U.S. Healthcare ETF
+0.02%
+$512.1 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$267.91 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$21.11 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CNTN Canton Strategic Holdings, Inc.
0%
$0 
OKLO Oklo Inc.
-9.12%
-$18,171.37 
INV Innventure Inc.
-8.12%
-$2,904.18 
NBIL GraniteShares 2x Long Nebius Group NV Daily Exchange Traded Fund
-3.33%
-$17,682 
RIG Transocean Ltd.
-2.17%
-$12,482.25 
NVO Novo Nordisk A/S Sponsored ADR
-1.99%
-$4,200 
NBIS Nebius Group N.V.
-1.76%
-$802,289.61 
CL Colgate-Palmolive Company
-1.59%
-$3,710 
BUG Global X Cybersecurity ETF
-1.46%
-$10,758.19 
ORCL Oracle Corporation
-1.44%
-$5,115 
AMGN Amgen Inc.
-1.07%
-$4,661.7 
CTVA Corteva Inc.
-1.05%
-$4,023.21 
SN SharkNinja, Inc.
-1.04%
-$4,850.3 
CRWD CrowdStrike Holdings, Inc.
-0.95%
-$8,244.72 
CVS CVS Health Corporation
-0.91%
-$7,119.21 
CAH Cardinal Health Inc.
-0.83%
-$4,611.85 
APD Air Products and Chemicals, Inc.
-0.71%
-$2,402.28 
EXC Exelon Corporation
-0.7%
-$12,483.34 
SO The Southern Company
-0.64%
-$12,219.76 
LLY Eli Lilly and Company
-0.62%
-$19,501.02 
LITE Lumentum Holdings Inc.
-0.52%
-$1,253.2 
TTT ProShares UltraPro Short 20+ Year Treasury
-0.41%
-$1,017.08 
SBUX Starbucks Corporation
-0.38%
-$1,604.36 
MRK Merck & Co., Inc.
-0.36%
-$14,309.67 
IDU iShares U.S. Utilities ETF
-0.35%
-$5,145.2 
RTX RTX Corporation
-0.33%
-$13,854.51 
MLPX Global X MLP & Energy Infrastructure ETF
-0.33%
-$12,551 
XLU Utilities Select Sector SPDR Fund
-0.31%
-$4,003.48 
WM Waste Management, Inc.
-0.3%
-$4,668.16 
UNP Union Pacific Corporation
-0.27%
-$1,542.31 
MU Micron Technology, Inc.
-0.25%
-$999.99 
JNJ Johnson & Johnson
-0.2%
-$11,808.39 
PFE Pfizer Inc.
-0.16%
-$2,624.49 
KMI Kinder Morgan, Inc.
-0.16%
-$874.05 
SOUN SoundHound AI Inc.
-0.16%
-$285.45 
PEP PepsiCo, Inc.
-0.15%
-$507.55 
TJX The TJX Companies, Inc.
-0.15%
-$607.42 
GE General Electric Company
-0.14%
-$7,853.56 
IDCC InterDigital, Inc.
-0.14%
-$868.09 
VCRB Vanguard Core Bond ETF
-0.13%
-$54,538.8 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.13%
-$307.18 
JBND JPMorgan Active Bond ETF
-0.12%
-$51,880.79 
DD DuPont de Nemours, Inc.
-0.12%
-$319.35 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.12%
-$2,243.68 
NEE NextEra Energy, Inc.
-0.11%
-$464.22 
XLV Health Care Select Sector SPDR Fund
-0.09%
-$7,216.51 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$22,963.13 
NVS Novartis AG Sponsored ADR
-0.08%
-$157.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$136.5 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.06%
-$1,037.01 
ED Consolidated Edison, Inc.
-0.06%
-$857.48 
FBND Fidelity Total Bond ETF
-0.06%
-$603.67 
MRSH Marsh & McLennan Companies, Inc.
-0.06%
-$1,566.4 
JPIE JPMorgan Income ETF
-0.06%
-$176.12 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$9,570.86 
TBT ProShares UltraShort 20+ Year Treasury
-0.04%
-$116.94 Events
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Dividends
Dividend Analysis
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| Trades 2778 | Longs Won 1879/2778 67% | Profit Factor 5.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $512,783.14 |
| Average Win $128,421.41 | Best Trade (Aug 17) $27.91M | Sharpe Ratio -10.86 |
| Average Loss -$52,286.71 | Worst Trade (Jun 29) -$1.29M | Z-Score 16.18 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 2d | Expectancy $69,941.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 1,468 | $217,498.88 | $154,855.36 | - | -$62,643.52 | -28.8% | +2.127% |
| AAPL Apple Inc. | 31,389 | $5.09M | $10.44M | - | $5.35M | 105.09% | +1.819% |
| ABBV AbbVie Inc. | 2,984 | $626,333.24 | $767,932.4 | - | $141,599.16 | 22.61% | +0.922% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,100 | $210,444.27 | $201,568.5 | - | -$8,875.77 | -4.22% | -0.068% |
| AIQ Global X Artificial Intelligence & Technology ETF | 29,568 | $843,995.55 | $1.89M | - | $1.05M | 124.23% | +1.466% |
| AMD Advanced Micro Devices, Inc. | 2,733 | $613,934.89 | $1.41M | - | $795,090.59 | 129.51% | +2.375% |
| AMGN Amgen Inc. | 1,137 | $313,329.98 | $430,206.69 | - | $116,876.71 | 37.3% | -1.072% |
| AMZN Amazon.com Inc | 20,329 | $3.65M | $5.23M | - | $1.58M | 43.45% | +2.183% |
| ANET Arista Networks, Inc. | 9,288 | $1.02M | $1.85M | - | $821,835.4 | 80.28% | +5.138% |
| APD Air Products and Chemicals, Inc. | 1,155 | $295,797.96 | $336,763.47 | - | $40,965.51 | 13.85% | -0.708% |
| APH Amphenol Corporation | 8,904 | $392,488.32 | $746,867.52 | - | $354,379.2 | 90.29% | +4.523% |
| AVGO Broadcom Inc. | 3,996 | $916,300.68 | $1.45M | - | $533,967.6 | 58.27% | +0.582% |
| BE Bloom Energy Corporation | 3,462 | $292,809.18 | $948,916.89 | - | $656,107.71 | 224.07% | +6.037% |
| BRK-B Berkshire Hathaway Inc. | 2,387 | $861,173.22 | $1.22M | - | $354,955.54 | 41.22% | +0.489% |
| BTI British American Tobacco p.l.c. ADR | 6,765 | $279,868.05 | $374,070.67 | - | $94,202.62 | 33.66% | +0.793% |
| BUG Global X Cybersecurity ETF | 18,081 | $557,120.27 | $724,234.45 | - | $167,114.18 | 30% | -1.464% |
| BX Blackstone Inc. | 4,189 | $490,551.15 | $538,244.61 | - | $47,693.46 | 9.72% | +2.456% |
| BXP Boston Properties, Inc. | 29,288 | $2.64M | $1.9M | - | -$738,443.69 | -28% | +1.734% |
| C Citigroup Inc. | 1,750 | $177,716.14 | $242,978.75 | - | $65,262.61 | 36.72% | +0.249% |
| CAH Cardinal Health Inc. | 2,359 | $396,312 | $552,159.33 | - | $155,847.33 | 39.32% | -0.828% |
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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 - $8.67M, SPDR Bloomberg Short Term High Yield Bond ETF - $7.24M, Vanguard Intermediate-Term Corporate Bond Fund - $6.22M, Vanguard Short-Term Corporate Bond ETF - $5.22M, and The Goldman Sachs Group, Inc - $5.18M. 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 - $4.92M, DocuSign Inc - $3.25M, The Walt Disney Company - $2.29M, GLOBAL X FINTECH ETF - $2.19M, and 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 $55.26M earned over time. The largest contributors to dividend income include SPDR Bloomberg Short Term High Yield Bond ETF - $7.93M, Vanguard Intermediate-Term Corporate Bond Fund - $4.89M, Vanguard Short-Term Corporate Bond ETF - $4.35M, First Trust Institutional Preferred Securities and Income ETF - $4.11M, 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.
