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:
60.84%
Gain -1.44%
Monthly
0.78%
Yearly
9.78%
Drawdown
16.76%
$634.95M
Equity
Holdings
$634.95M
Investment
$463.47M
$174.64M
Profit -$8.14M
Realized
$3.16M
Unrealized
$171.48M
Dividends
$53.33M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.44%
Profit
-$8.14M
Win %
82%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$7.3M
Win %
82%
This Month
Compared to last month
Gain
-3.79%
Profit
-$25.04M
Win %
82%
This Year
Compared to last year
Gain
12.15%
Profit
$68.79M
Win %
82%
VRSN Verisign Inc.
+7.04%
+$108,346.5 
BX Blackstone Inc.
+4.42%
+$22,940.5 
CRM Salesforce Inc
+4.29%
+$16,279.89 
IBM International Business Machines Corporation
+3.65%
+$72,791.26 
AAPL Apple Inc.
+3.53%
+$373,153.28 
CHDN Churchill Downs Incorporated
+3.28%
+$6,239.75 
DE Deere & Company
+2.97%
+$173,526.76 
HEI Heico Corporation
+2.66%
+$7,936.23 
HD The Home Depot, Inc.
+2.55%
+$7,269.35 
MRSH Marsh & McLennan Companies, Inc.
+2.46%
+$72,326.43 
XLRE The Real Estate Select Sector SPDR Fund
+2.23%
+$7,172 
VNQ Vanguard Real Estate ETF
+2.15%
+$9,169 
EMR Emerson Electric Co.
+2.1%
+$70,592.07 
XSW SPDR S&P Software & Services ETF
+2.03%
+$51,749.72 
XLB Materials Select Sector SPDR Fund
+1.93%
+$35,389.48 
SN SharkNinja, Inc.
+1.9%
+$8,559.33 
BTI British American Tobacco p.l.c. ADR
+1.87%
+$7,767.2 
BXP Boston Properties, Inc.
+1.87%
+$35,231.07 
MA Mastercard Incorporated
+1.77%
+$11,834.3 
NFLX Netflix, Inc.
+1.74%
+$11,092.76 
RTX RTX Corporation
+1.74%
+$89,642.6 
PLD Prologis Inc.
+1.73%
+$7,695.66 
JNJ Johnson & Johnson
+1.59%
+$98,298.13 
SHOP Shopify Inc.
+1.56%
+$7,148.75 
BUG Global X Cybersecurity ETF
+1.48%
+$13,019.6 
COF Capital One Financial Corporation
+1.44%
+$3,948.47 
GE General Electric Company
+1.35%
+$91,620.29 
GD General Dynamics Corporation
+1.3%
+$56,380.21 
PEP PepsiCo, Inc.
+1.25%
+$4,633.98 
CSCO Cisco Systems, Inc.
+1.25%
+$3,901.47 
AMGN Amgen Inc.
+1.22%
+$5,157.45 
APD Air Products and Chemicals, Inc.
+1.22%
+$4,134.89 
LIN Linde plc
+1.18%
+$31,880.15 
V Visa Inc. Class A
+1.18%
+$4,516.72 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.14%
+$3,120.64 
XLP Consumer Staples Select Sector SPDR Fund
+1.11%
+$30,435.44 
PINS Pinterest, Inc. Class A
+1.1%
+$6,081.36 
IYK iShares U.S. Consumer Staples ETF
+1.06%
+$8,899.55 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.99%
+$12,097.35 
WMT Walmart Inc.
+0.99%
+$6,826.6 
PM Philip Morris International Inc.
+0.98%
+$3,288.12 
UNP Union Pacific Corporation
+0.98%
+$5,989.01 
COST Costco Wholesale Corporation
+0.97%
+$6,790.31 
ABBV AbbVie Inc.
+0.95%
+$7,888.46 
JPM JPMorgan Chase & Co.
+0.95%
+$108,541.52 
IYF iShares U.S. Financials ETF
+0.92%
+$17,203.19 
CAH Cardinal Health Inc.
+0.91%
+$5,014.3 
IDCC InterDigital, Inc.
+0.87%
+$4,137.27 
XLC Communication Services Select Sector SPDR Fund
+0.87%
+$59,195.56 
XLF Financial Select Sector SPDR Fund
+0.86%
+$82,810.56 
LLY Eli Lilly and Company
+0.86%
+$29,819.69 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$11,248.56 
CVS CVS Health Corporation
+0.8%
+$7,298.1 
HWM Howmet Aerospace Inc.
+0.76%
+$4,062.27 
CL Colgate-Palmolive Company
+0.74%
+$1,775.49 
IYM iShares U.S. Basic Materials ETF
+0.72%
+$4,494.53 
XLV Health Care Select Sector SPDR Fund
+0.7%
+$54,613.38 
SO The Southern Company
+0.67%
+$14,171.3 
GOOGL Alphabet Inc
+0.65%
+$50,761.85 
IYH iShares U.S. Healthcare ETF
+0.63%
+$15,102.03 
WM Waste Management, Inc.
+0.62%
+$11,456.68 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.6%
+$12,936.95 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$8,311.74 
VOX Vanguard Communication Services ETF
+0.56%
+$2,033.13 
RIG Transocean Ltd.
+0.56%
+$2,918.13 
CTVA Corteva Inc.
+0.53%
+$2,921.52 
EXC Exelon Corporation
+0.53%
+$10,847 
VTV Vanguard Value ETF
+0.53%
+$8,074.79 
IYJ iShares U.S. Industrials ETF
+0.5%
+$9,380.91 
TJX The TJX Companies, Inc.
+0.48%
+$2,495.28 
MRK Merck & Co., Inc.
+0.45%
+$15,717.2 
XLE Energy Select Sector SPDR Fund
+0.4%
+$12,011.52 
XLI Industrial Select Sector SPDR Fund
+0.4%
+$33,339.6 
CME CME Group Inc.
+0.39%
+$2,260.15 
SCHW Charles Schwab Corporation
+0.35%
+$2,294.28 
PG Procter & Gamble Co
+0.3%
+$6,937.04 
VO Vanguard Mid-Cap ETF
+0.29%
+$4,900.84 
KMI Kinder Morgan, Inc.
+0.28%
+$1,681.74 
PYPL PayPal Holdings Inc
+0.27%
+$2,660.7 
TT Trane Technologies plc
+0.27%
+$2,842.88 
GOOG Alphabet Inc
+0.24%
+$16,858.41 
C Citigroup Inc.
+0.23%
+$550.25 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.23%
+$558.5 
PGF Invesco Financial Preferred ETF
+0.22%
+$354 
DD DuPont de Nemours, Inc.
+0.22%
+$608.11 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$3,020 
ED Consolidated Edison, Inc.
+0.2%
+$3,348.21 
VB Vanguard Small-Cap ETF
+0.19%
+$2,146.66 
CVX Chevron Corporation
+0.19%
+$892.05 
ZION Zions Bancorporation, National Association
+0.19%
+$605.8 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.18%
+$1,723.74 
JBND JPMorgan Active Bond ETF
+0.15%
+$53,625.68 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$261.6 
IYY iShares Dow Jones U.S. ETF
+0.12%
+$477.4 
ESGU iShares ESG Aware MSCI USA ETF
+0.11%
+$258.3 
IDU iShares U.S. Utilities ETF
+0.11%
+$1,802.33 
SCHX Schwab U.S. Large-Cap ETF
+0.1%
+$28,160.85 
GLD SPDR Gold Shares
+0.1%
+$701.86 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$4,767.75 
GNW Genworth Financial Inc.
+0.1%
+$113 
IVV iShares Core S&P 500 ETF
+0.1%
+$2,674.32 
FBND Fidelity Total Bond ETF
+0.09%
+$3,354.84 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$24,040.03 
VOO Vanguard S&P 500 ETF
+0.08%
+$579.31 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$13,869.18 
VCRB Vanguard Core Bond ETF
+0.07%
+$26,171.63 
LMBS First Trust Low Duration Opportunities ETF
+0.07%
+$176.31 
JPIE JPMorgan Income ETF
+0.07%
+$211.35 
SCHV Schwab U.S. Large-Cap Value ETF
+0.06%
+$163.52 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.05%
+$456.33 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.04%
+$715.71 
SBUX Starbucks Corporation
+0.04%
+$168.8 
SCHB Schwab U.S. Broad Market ETF
+0.04%
+$943.06 
XOM Exxon Mobil Corporation
+0.03%
+$739.8 
MSFT Microsoft Corp.
+0.03%
+$1,572.26 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$616.6 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$217.8 
CW Curtiss-Wright Corporation
+0.02%
+$92.78 
ANGL VanEck Fallen Angel High Yield Bond ETF
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SCHI Schwab 5-10 Year Corporate Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NBIL GraniteShares 2x Long Nebius Group NV Daily Exchange Traded Fund
-30.15%
-$1.26M 
NBIS Nebius Group N.V.
-15.03%
-$6.82M 
BE Bloom Energy Corporation
-14.91%
-$154,109.55 
CHRW C.H. Robinson Worldwide, Inc.
-9.25%
-$38,009.98 
OKLO Oklo Inc.
-8.52%
-$18,708.75 
CNTN Canton Strategic Holdings, Inc.
-5.83%
-$1,678.44 
ORCL Oracle Corporation
-4.21%
-$11,731.15 
DOW Dow Inc.
-3.43%
-$8,731.22 
AMD Advanced Micro Devices, Inc.
-3.29%
-$43,871 
PLXS Plexus Corp.
-2.77%
-$7,259.99 
ZIM ZIM Integrated Shipping Services Ltd.
-2.7%
-$10,182.33 
AVGO Broadcom Inc.
-2.69%
-$38,285.91 
Q Qnity Electronics Inc.
-2.6%
-$10,468.81 
AIQ Global X Artificial Intelligence & Technology ETF
-2.29%
-$43,830.08 
TSLA Tesla, Inc.
-2.08%
-$23,702.94 
PFE Pfizer Inc.
-1.88%
-$25,222.55 
META Meta Platforms Inc Class A
-1.8%
-$56,306.39 
KOMP SPDR S&P Kensho New Economies Composite ETF
-1.62%
-$11,648.88 
GEV GE Vernova Inc.
-1.59%
-$51,407.69 
ANET Arista Networks, Inc.
-1.48%
-$24,769.39 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$668,757.69 
OBE Obsidian Energy Ltd.
-1.3%
-$3,203.48 
HON Honeywell International Inc.
-1.27%
-$14,620.37 
GS The Goldman Sachs Group, Inc.
-1.25%
-$208,973.44 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$9,860.82 
SOUN SoundHound AI Inc.
-1.04%
-$1,206.72 
IYW iShares U.S. Technology ETF
-1.03%
-$117,707.97 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$129,162.99 
VGT Vanguard Information Technology ETF
-0.95%
-$2,659.6 
NVDA NVIDIA Corporation
-0.92%
-$105,299.93 
NVS Novartis AG Sponsored ADR
-0.72%
-$2,768.51 
TMO Thermo Fisher Scientific Inc.
-0.71%
-$2,472.54 
AMZN Amazon.com Inc
-0.66%
-$31,689.75 
MLPX Global X MLP & Energy Infrastructure ETF
-0.54%
-$22,144.5 
SCHM Schwab U.S. Mid-Cap ETF
-0.54%
-$126,572.87 
VWO Vanguard FTSE Emerging Markets ETF
-0.52%
-$5,333.06 
XNCR Xencor Inc.
-0.46%
-$8,879.49 
IBB iShares Biotechnology ETF
-0.44%
-$1,118.04 
TBT ProShares UltraShort 20+ Year Treasury
-0.4%
-$1,169.4 
PLTR Palantir Technologies Inc.
-0.36%
-$1,381.5 
VUG Vanguard Growth ETF
-0.36%
-$2,268 
TTT ProShares UltraPro Short 20+ Year Treasury
-0.34%
-$768.9 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.29%
-$19,362.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$6,354.48 
VTRS Viatris Inc.
-0.23%
-$792.72 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.16%
-$588.58 
SCHF Schwab International Equity ETF
-0.15%
-$32,116.56 
CRWD CrowdStrike Holdings, Inc.
-0.08%
-$546.56 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$569.88 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$8,579.35 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$675.12 
NEE NextEra Energy, Inc.
-0.01%
-$54.78 Events
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Dividends
Dividend Analysis
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| Trades 2615 | Longs Won 1733/2615 66% | Profit Factor 4.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $456,813.59 |
| Average Win $126,042.88 | Best Trade (Jul 25) $12.74M | Sharpe Ratio -8.93 |
| Average Loss -$49,649.41 | Worst Trade (Jun 29) -$1.29M | Z-Score 1.11 (73.49%) |
| Commissions $0 | Avg. Trade Length 2y 1m 4d | Expectancy $66,785.68 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $7.34M, SPDR Bloomberg Short Term High Yield Bond ETF - $6.93M, Vanguard Intermediate-Term Corporate Bond Fund - $5.97M, Vanguard Short-Term Corporate Bond ETF - $5.06M, and The Goldman Sachs Group, Inc - $4.1M. 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 - $2.3M, 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 $53.33M earned over time. The largest contributors to dividend income include SPDR Bloomberg Short Term High Yield Bond ETF - $7.62M, Vanguard Intermediate-Term Corporate Bond Fund - $4.65M, Vanguard Short-Term Corporate Bond ETF - $4.22M, First Trust Institutional Preferred Securities and Income ETF - $3.99M, 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.
