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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:
35.67%
Gain +0.46%
Monthly
0.43%
Yearly
5.32%
Drawdown
15.69%
$602.02M
Equity
Holdings
$602.02M
Investment
$443.48M
$159.11M
Profit +$3.25M
Realized
$577,652.1
Unrealized
$158.53M
Dividends
$51.66M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.46%
Profit
$3.25M
Win %
83%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$4.32M
Win %
83%
This Month
Compared to last month
Gain
-0.34%
Profit
-$2.05M
Win %
83%
This Year
Compared to last year
Gain
5.37%
Profit
$31.77M
Win %
82%
NBIL GraniteShares 2x Long Nebius Group NV Daily Exchange Traded Fund
+9.26%
+$469,926.24 
AMD Advanced Micro Devices, Inc.
+4.73%
+$57,175.76 
BE Bloom Energy Corporation
+4.58%
+$54,207 
ANET Arista Networks, Inc.
+4.38%
+$64,759.9 
GEV GE Vernova Inc.
+3.65%
+$103,597.51 
DD DuPont de Nemours Inc.
+3.02%
+$8,613.1 
CME CME Group Inc.
+2.8%
+$16,780.05 
SCHW Charles Schwab Corporation
+2.73%
+$15,422.66 
GS The Goldman Sachs Group, Inc.
+2.61%
+$418,411.91 
IDCC InterDigital, Inc.
+2.56%
+$13,058.29 
PLXS Plexus Corp.
+2.46%
+$7,090 
JPM JPMorgan Chase & Co.
+2.3%
+$236,594.28 
PM Philip Morris International Inc.
+2.04%
+$6,436.32 
XNCR Xencor Inc.
+1.99%
+$23,678.64 
XLB Materials Select Sector SPDR Fund
+1.9%
+$35,571.9 
TSLA Tesla, Inc.
+1.82%
+$25,909.52 
KMI Kinder Morgan, Inc.
+1.82%
+$10,651.02 
IYM iShares U.S. Basic Materials ETF
+1.76%
+$11,537.18 
UNP Union Pacific Corporation
+1.58%
+$8,512.75 
LIN Linde plc
+1.58%
+$43,487.37 
BX Blackstone Inc.
+1.56%
+$7,883.19 
DE Deere & Company
+1.55%
+$84,563.44 
BTI British American Tobacco p.l.c. ADR
+1.55%
+$6,588.25 
EXC Exelon Corporation
+1.54%
+$30,371.6 
CVS CVS Health Corporation
+1.49%
+$12,879 
COF Capital One Financial Corporation
+1.47%
+$3,674.28 
XLF Financial Select Sector SPDR Fund
+1.4%
+$126,803.67 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$5,260 
IYF iShares U.S. Financials ETF
+1.37%
+$24,394.73 
NEE NextEra Energy, Inc.
+1.3%
+$6,025.8 
ABBV AbbVie Inc.
+1.29%
+$9,343.37 
OBE Obsidian Energy Ltd.
+1.28%
+$3,203.48 
ZIM ZIM Integrated Shipping Services Ltd.
+1.27%
+$4,869.81 
APD Air Products and Chemicals, Inc.
+1.26%
+$4,042.5 
C Citigroup Inc.
+1.24%
+$3,044.12 
ZION Zions Bancorporation, National Association
+1.22%
+$3,774.6 
CAH Cardinal Health Inc.
+1.19%
+$6,457.44 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$154,604.18 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$14,496 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$253,145.74 
TTT ProShares UltraPro Short 20+ Year Treasury
+1.06%
+$2,213.29 
PLD Prologis Inc.
+1.06%
+$4,782.96 
IDU iShares U.S. Utilities ETF
+1.05%
+$16,220.88 
JNJ Johnson & Johnson
+1.05%
+$59,502.5 
VTRS Viatris Inc.
+1.04%
+$3,369.06 
V Visa Inc. Class A
+1.03%
+$3,583.93 
SCHV Schwab U.S. Large-Cap Value ETF
+1.01%
+$2,820.72 
VO Vanguard Mid-Cap ETF
+0.97%
+$16,407.1 
XLRE The Real Estate Select Sector SPDR Fund
+0.97%
+$3,119.82 
VNQ Vanguard Real Estate ETF
+0.95%
+$4,000.62 
VTV Vanguard Value ETF
+0.94%
+$14,096.01 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$437,161.96 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$10,678.96 
PG Procter & Gamble Co
+0.86%
+$20,180.48 
ED Consolidated Edison, Inc.
+0.84%
+$13,697.1 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$3,030.2 
SO The Southern Company
+0.79%
+$16,133.48 
GNW Genworth Financial Inc.
+0.79%
+$791 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$8,177.46 
XLE Energy Select Sector SPDR Fund
+0.76%
+$21,770.88 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.76%
+$50,018.81 
GE General Electric Company
+0.75%
+$48,231.3 
SBUX Starbucks Corporation
+0.74%
+$3,207.2 
CVX Chevron Corporation
+0.74%
+$3,303.07 
VB Vanguard Small-Cap ETF
+0.73%
+$8,096.86 
HD The Home Depot, Inc.
+0.72%
+$2,056.86 
MA Mastercard Incorporated
+0.72%
+$4,407.87 
PYPL PayPal Holdings Inc
+0.7%
+$5,144.02 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$9,235.98 
COST Costco Wholesale Corporation
+0.68%
+$5,041.62 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$18,856.74 
EMR Emerson Electric Co.
+0.64%
+$21,131.11 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$2,562.95 
XSW SPDR S&P Software & Services ETF
+0.64%
+$16,139.16 
IYW iShares U.S. Technology ETF
+0.62%
+$72,730 
IYJ iShares U.S. Industrials ETF
+0.62%
+$11,211.12 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.61%
+$1,657.84 
DOW Dow Inc.
+0.61%
+$1,688.59 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$12,389.32 
IYK iShares U.S. Consumer Staples ETF
+0.6%
+$4,988.28 
XLI Industrial Select Sector SPDR Fund
+0.6%
+$48,620.25 
VGT Vanguard Information Technology ETF
+0.59%
+$1,683.6 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$5,376.28 
IVV iShares Core S&P 500 ETF
+0.58%
+$15,540.24 
VOO Vanguard S&P 500 ETF
+0.58%
+$4,295.51 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$26,890.05 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$7,896.21 
TBT ProShares UltraShort 20+ Year Treasury
+0.56%
+$1,559.2 
HON Honeywell International Inc.
+0.54%
+$11,152.68 
GOOGL Alphabet Inc
+0.53%
+$47,295.42 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$13,202.84 
MLPX Global X MLP & Energy Infrastructure ETF
+0.49%
+$18,981 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$4,428.6 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$1,119.3 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$131,417.3 
GOOG Alphabet Inc
+0.45%
+$35,964.58 
IYY iShares Dow Jones U.S. ETF
+0.43%
+$1,660.07 
WMT Walmart Inc.
+0.41%
+$3,190 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$9,820.56 
GD General Dynamics Corporation
+0.38%
+$15,345.45 
PEP PepsiCo, Inc.
+0.38%
+$1,480.68 
AMGN Amgen Inc.
+0.32%
+$1,295.04 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$8,832.45 
WM Waste Management, Inc.
+0.31%
+$5,186.47 
SCHF Schwab International Equity ETF
+0.29%
+$64,234.72 
XOM Exxon Mobil Corporation
+0.28%
+$6,066.36 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$6,169.93 
VUG Vanguard Growth ETF
+0.22%
+$1,436.4 
PFE Pfizer Inc.
+0.15%
+$2,146.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$1,436.45 
NVDA NVIDIA Corporation
+0.14%
+$15,136.94 
VRSN Verisign Inc.
+0.11%
+$1,882.24 
CW Curtiss-Wright Corporation
+0.1%
+$452.4 
MSFT Microsoft Corp.
+0.1%
+$5,240 
IBB iShares Biotechnology ETF
+0.1%
+$226.27 
FPE First Trust Preferred Securities and Income ETF
+0.08%
+$854.82 
RIG Transocean Ltd.
+0.08%
+$486.36 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.08%
+$2,362.47 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$1,611.4 
BXP Boston Properties, Inc.
+0.07%
+$1,387.05 
KOMP SPDR S&P Kensho New Economies Composite ETF
+0.07%
+$539.3 
CL Colgate-Palmolive Company
+0.07%
+$159 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.07%
+$167.55 
VOX Vanguard Communication Services ETF
+0.06%
+$231.5 
GLD SPDR Gold Shares
+0.06%
+$424.79 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.05%
+$261.87 
TJX The TJX Companies, Inc.
+0.05%
+$269.76 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$813.15 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$50.81 
JPIE JPMorgan Income ETF
+0.01%
+$35.23 
HWM Howmet Aerospace Inc.
+0.01%
+$37.44 
CTA-PA EIDP, Inc.
0%
$0 
Q
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
YNDX Yandex NV
0%
$0 
PINS Pinterest, Inc. Class A
-6.02%
-$32,814 
LLY Eli Lilly and Company
-2.41%
-$82,033.25 
PLTR Palantir Technologies Inc.
-2.36%
-$9,486.3 
HEI Heico Corporation
-2.23%
-$6,632.5 
SHOP Shopify Inc.
-2.02%
-$9,109.55 
AAPL Apple Inc.
-1.52%
-$147,816 
SOUN SoundHound AI Inc.
-1.43%
-$1,856.5 
MRK Merck & Co., Inc.
-1.42%
-$45,819.08 
SN SharkNinja, Inc.
-1.35%
-$5,654.7 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$3,833.66 
APGE Apogee Therapeutics Inc.
-1.31%
-$16,364.79 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$8,520.48 
AMZN Amazon.com Inc
-1.23%
-$60,517.2 
NFLX Netflix, Inc.
-1.14%
-$8,596.92 
IBM International Business Machines Corporation
-0.96%
-$25,534.83 
AVGO Broadcom Inc.
-0.91%
-$12,701.5 
OKLO Oklo Inc.
-0.69%
-$1,995.1 
CSCO Cisco Systems, Inc.
-0.6%
-$2,019.91 
NVS Novartis AG Sponsored ADR
-0.58%
-$2,205 
TT Trane Technologies plc
-0.42%
-$4,286.53 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$29,919.49 
RTX RTX Corporation
-0.33%
-$15,063.95 
META Meta Platforms Inc Class A
-0.26%
-$7,483.45 
CRM Salesforce Inc
-0.22%
-$870.84 
IYH iShares U.S. Healthcare ETF
-0.2%
-$4,565.73 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$13,290.75 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.15%
-$3,049.83 
CHDN Churchill Downs Incorporated
-0.15%
-$294.97 
BUG Global X Cybersecurity ETF
-0.12%
-$946.88 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$250.7 
FBND Fidelity Total Bond ETF
-0.11%
-$4,193.55 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.1%
-$12,916.62 
JBND JPMorgan Active Bond ETF
-0.08%
-$30,164.44 
PGF Invesco Financial Preferred ETF
-0.07%
-$118 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$20,605.74 
VCRB Vanguard Core Bond ETF
-0.04%
-$13,921.08 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$4,623.06 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.02%
-$357.86 
ORCL Oracle Corporation
-0.01%
-$23.23 Events
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Dividends
Dividend Analysis
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| Trades 2615 | Longs Won 1728/2615 66% | Profit Factor 4.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $383,087.2 |
| Average Win $118,304.5 | Best Trade (Jun 12) $9.56M | Sharpe Ratio -15.29 |
| Average Loss -$51,091.44 | Worst Trade (Jun 29) -$1.29M | Z-Score 1.36 (82.71%) |
| Commissions $0 | Avg. Trade Length 2y 2w 5d | Expectancy $60,845.91 |
| 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 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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