RTS
Randy T. Siegel Portfolio
Invests via Aletheian Wealth Advisors LLC | Managed by Steven Kleyn, Joshua Ray Betts
Invests via Aletheian Wealth Advisors LLC
Managed by Steven Kleyn, Joshua Ray Betts
Automatically Tracked
Randy T. Siegel Profile
Randy T. Siegel possesses extensive experience in corporate leadership and investment management, having guided organizations through transformative periods. As a seasoned executive, he has played pivotal roles in various sectors including technology and financial services, showcasing a knack for strategic development and market positioning. His track record includes spearheading initiatives that foster innovation and drive growth within his enterprises. Notably involved in directing capital investments, his insights contribute to shaping business practices aimed at maximizing organizational efficiency while navigating complex market landscapes. With an established presence as a thought leader in his field, Randy continues to influence industry dynamics through executive engagement and high-level decision-making.
Randy T. Siegel possesses extensive experience in corporate leadership and investment management, having guided organizations through transformative periods. As a seasoned executive, he has played pivotal roles in various sectors including technology and financial services, showcasing a knack for strategic development and market positioning. His track record includes spearheading initiatives that foster innovation and drive growth within his enterprises. Notably involved in directing capital investments, his insights contribute to shaping business practices aimed at maximizing organizational efficiency while navigating complex market landscapes. With an established presence as a thought leader in his field, Randy continues to influence industry dynamics through executive engagement and high-level decision-making.
Investment Philosophy & Strategy
Market dynamics reveal that Randy T. Siegel is attuned to capital deployment with a keen focus on value creation across diverse sectors. Leveraging his robust executive experience, he fosters strategic growth through innovative initiatives that optimize business operations and elevate competitive positioning. His hands-on approach to investments prioritizes transformative opportunities, while maintaining a commitment to sustainability in organizational practices. By aligning resources effectively, he navigates complex landscapes and catalyzes high-impact results within the industries he engages.
Market dynamics reveal that Randy T. Siegel is attuned to capital deployment with a keen focus on value creation across diverse sectors. Leveraging his robust executive experience, he fosters strategic growth through innovative initiatives that optimize business operations and elevate competitive positioning. His hands-on approach to investments prioritizes transformative opportunities, while maintaining a commitment to sustainability in organizational practices. By aligning resources effectively, he navigates complex landscapes and catalyzes high-impact results within the industries he engages.
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:
36.09%
Gain +0.29%
Monthly
0.38%
Yearly
4.69%
Drawdown
14.82%
$228.35M
Equity
Holdings
$228.35M
Investment
$182.95M
$52.36M
Profit +$783,970.19
Realized
$6.96M
Unrealized
$45.41M
Dividends
$17.77M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.29%
Profit
$783,970.19
Win %
73%
This Week
Compared To Last Week
Gain
-1%
Profit
-$2.3M
Win %
73%
This Month
Compared to last month
Gain
-1.34%
Profit
-$3.1M
Win %
73%
This Year
Compared to last year
Gain
5.55%
Profit
$12M
Win %
73%
AMD Advanced Micro Devices, Inc.
+4.75%
+$30,746.61 
NAK Northern Dynasty Minerals Ltd.
+4.36%
+$14,297 
GS The Goldman Sachs Group, Inc.
+2.61%
+$8,202.21 
T AT&T Inc.
+2.48%
+$4,143.33 
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$3,253.76 
JPM JPMorgan Chase & Co.
+2.3%
+$21,616.71 
PM Philip Morris International Inc.
+2.04%
+$6,182.4 
TSLA Tesla, Inc.
+1.88%
+$22,950.32 
WFC Wells Fargo & Company
+1.64%
+$4,368.6 
LIN Linde plc
+1.58%
+$4,983.69 
BX Blackstone Inc.
+1.57%
+$3,988.1 
LYG Lloyds Banking Group Plc ADR
+1.57%
+$1,046.1 
BAC Bank of America Corporation
+1.52%
+$4,723.32 
COF Capital One Financial Corporation
+1.49%
+$2,552.83 
CAT Caterpillar Inc.
+1.48%
+$9,310.68 
ICVT iShares Convertible Bond ETF
+1.34%
+$10,971.52 
ABBV AbbVie Inc.
+1.3%
+$5,375.26 
CWB SPDR Bloomberg Convertible Securities ETF
+1.21%
+$42,990.08 
LRCX Lam Research Corporation
+1.19%
+$7,218.13 
IWN iShares Russell 2000 Value ETF
+1.17%
+$16,827.03 
JNJ Johnson & Johnson
+1.07%
+$5,706.9 
V Visa Inc. Class A
+1.05%
+$5,804.94 
VO Vanguard Mid-Cap ETF
+0.97%
+$4,207.26 
SCHH Schwab U.S. REIT ETF
+0.96%
+$9,100.64 
APH Amphenol Corporation
+0.95%
+$2,462.1 
USRT iShares Core U.S. REIT ETF
+0.95%
+$2,550.24 
VNQ Vanguard Real Estate ETF
+0.95%
+$61,796.47 
PSP Invesco Global Listed Private Equity ETF
+0.93%
+$66,567.39 
PG Procter & Gamble Co
+0.85%
+$3,468.82 
GE General Electric Company
+0.81%
+$2,959.19 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$77,533.8 
RWX SPDR Dow Jones International Real Estate ETF
+0.77%
+$6,472.83 
CVX Chevron Corporation
+0.75%
+$2,546.58 
HD The Home Depot, Inc.
+0.73%
+$2,726.98 
VB Vanguard Small-Cap ETF
+0.73%
+$2,149.99 
COST Costco Wholesale Corporation
+0.72%
+$3,739.65 
UNH UnitedHealth Group Incorporated
+0.71%
+$2,344.96 
MA Mastercard Incorporated
+0.7%
+$3,213.71 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$5,534.22 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$19,329.12 
MS Morgan Stanley
+0.66%
+$1,783.6 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$5,030.29 
WMB The Williams Companies, Inc.
+0.63%
+$1,651.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$179,143 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$10,594.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$9,277.62 
IVV iShares Core S&P 500 ETF
+0.58%
+$51,539.94 
GOOGL Alphabet Inc
+0.56%
+$12,608.06 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$3,620.68 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$2,922.15 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$5,622 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$24,317.47 
GOOG Alphabet Inc
+0.46%
+$8,534.56 
WMT Walmart Inc.
+0.45%
+$2,707.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$2,201.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$90,207.5 
XOM Exxon Mobil Corporation
+0.29%
+$2,070.98 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$2,842.58 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$8,260.56 
NVDA NVIDIA Corporation
+0.18%
+$8,750.5 
BNDX Vanguard Total International Bond ETF
+0.17%
+$15,836.48 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$5,245.85 
MSFT Microsoft Corp.
+0.13%
+$4,587.44 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$614.5 
KO The Coca-Cola Company
+0.1%
+$391.84 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$1,298.88 
ORCL Oracle Corporation
+0.05%
+$154.87 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$313.64 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$406.42 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$1,273.71 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$416.99 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$49.06 
MCD McDonald's Corporation
+0.01%
+$17.07 
TIP iShares TIPS Bond ETF
+0.01%
+$15.05 
BSV Vanguard Short-Term Bond ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$28,234.5 
PLTR Palantir Technologies Inc.
-2.35%
-$7,222.6 
ABT Abbott Laboratories
-1.68%
-$2,397.88 
AAPL Apple Inc.
-1.52%
-$80,199 
MRK Merck & Co., Inc.
-1.41%
-$4,093.7 
AMZN Amazon.com Inc
-1.21%
-$27,925.73 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-1.2%
-$24,228.13 
NFLX Netflix, Inc.
-1.14%
-$3,143.4 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.04%
-$22,476.06 
IBM International Business Machines Corporation
-0.97%
-$2,170.72 
AVGO Broadcom Inc.
-0.94%
-$18,769.75 
CSCO Cisco Systems, Inc.
-0.6%
-$2,655.01 
COIN Coinbase Global, Inc.
-0.41%
-$5,185.7 
RTX RTX Corporation
-0.34%
-$1,113.86 
CRM Salesforce Inc
-0.25%
-$353.42 
META Meta Platforms Inc Class A
-0.23%
-$2,713.08 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$1,085.37 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$3,728.99 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$23,939.28 
INTU Intuit Inc.
-0.1%
-$91 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,325.16 
PGX Invesco Preferred ETF
-0.05%
-$276.74 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$431.42 
BKLN Invesco Senior Loan ETF
-0.02%
-$400.38 
MUB iShares National Muni Bond ETF
-0.01%
-$516.53 Events
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Dividends
Dividend Analysis
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| Trades 1139 | Longs Won 683/1139 59% | Profit Factor 5.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $241,853.45 |
| Average Win $94,475.56 | Best Trade (Jun 12) $4.31M | Sharpe Ratio -8.87 |
| Average Loss -$26,672.76 | Worst Trade (Jun 10) -$1.48M | Z-Score 1.33 (81.81%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 1d | Expectancy $45,973.69 |
| 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 | 8,547 | 7,692 | 6,838 | 5,983 | 5,128 | 4,274 | 3,419 | 2,564 | 1,709 | 855 |
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Returns
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