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:
64.05%
Gain -0.91%
Monthly
0.7%
Yearly
8.73%
Drawdown
18.36%
$235.68M
Equity
Holdings
$235.68M
Investment
$191.79M
$52.99M
Profit -$1.15M
Realized
$9.1M
Unrealized
$43.89M
Dividends
$19.19M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$1.15M
Win %
61%
This Week
Compared To Last Week
Gain
-0.93%
Profit
-$2.22M
Win %
61%
This Month
Compared to last month
Gain
-0.66%
Profit
-$1.56M
Win %
61%
This Year
Compared to last year
Gain
0.41%
Profit
$1.08M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$338,430.31 
GOOG Alphabet Inc
+6.88%
+$122,613.86 
GOOGL Alphabet Inc
+6.73%
+$144,189.99 
COHR Coherent Corp.
+5.55%
+$7,385.23 
ANET Arista Networks, Inc.
+5.46%
+$11,196.01 
META Meta Platforms Inc Class A
+3.28%
+$37,746.78 
MSFT Microsoft Corp.
+3.02%
+$120,809.31 
NVDA NVIDIA Corporation
+2.93%
+$138,479.09 
CVX Chevron Corporation
+2.35%
+$9,663.76 
GLW Corning Incorporated
+2.24%
+$2,566.41 
WDC Western Digital Corporation
+2.21%
+$4,035.62 
CSCO Cisco Systems, Inc.
+2.14%
+$9,059.04 
PANW Palo Alto Networks, Inc.
+1.89%
+$4,729.35 
ORCL Oracle Corporation
+1.81%
+$4,386.69 
GE General Electric Company
+1.42%
+$5,678.87 
KLAC KLA Corporation
+1.38%
+$4,447.16 
WFC Wells Fargo & Company
+1.19%
+$3,247.68 
AMAT Applied Materials, Inc.
+1.18%
+$4,843.92 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$91,841.68 
WMB The Williams Companies, Inc.
+0.89%
+$2,412.9 
IBM International Business Machines Corporation
+0.86%
+$1,512.7 
GEV GE Vernova Inc.
+0.85%
+$1,977.78 
TSLA Tesla, Inc.
+0.76%
+$6,985.54 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$11,571.78 
NAK Northern Dynasty Minerals Ltd.
+0.72%
+$1,682 
CAT Caterpillar Inc.
+0.7%
+$3,844.25 
IVV iShares Core S&P 500 ETF
+0.69%
+$55,971.84 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$4,126.47 
PLTR Palantir Technologies Inc.
+0.65%
+$1,856 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$3,752.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$159,085.18 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,180.96 
APH Amphenol Corporation
+0.55%
+$1,632.38 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$7,663 
RTX RTX Corporation
+0.39%
+$1,569.12 
AVGO Broadcom Inc.
+0.37%
+$7,488 
PG Procter & Gamble Co
+0.37%
+$1,418.28 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,215.94 
BAC Bank of America Corporation
+0.36%
+$1,192.84 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$11,986.56 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$7,554.12 
MRK Merck & Co., Inc.
+0.32%
+$995.5 
JPM JPMorgan Chase & Co.
+0.27%
+$2,782.4 
JNJ Johnson & Johnson
+0.21%
+$1,312.28 
ADI Analog Devices, Inc.
+0.2%
+$526.87 
MS Morgan Stanley
+0.17%
+$509.76 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$3,354.6 
C Citigroup Inc.
+0.1%
+$198.36 
WMT Walmart Inc.
+0.09%
+$507.61 
BKLN Invesco Senior Loan ETF
+0.05%
+$879.62 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$110.04 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$254.78 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$228.44 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$83.08 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
COIN Coinbase Global, Inc.
-10.59%
-$48,392.11 
AAPL Apple Inc.
-7.35%
-$419,757.88 
LIN Linde plc
-5.95%
-$16,764.05 
MU Micron Technology, Inc.
-5.9%
-$46,466.95 
ABBV AbbVie Inc.
-2.51%
-$12,435.34 
NFLX Netflix, Inc.
-2%
-$5,618.08 
AMD Advanced Micro Devices, Inc.
-1.9%
-$12,159.87 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,850.03 
LRCX Lam Research Corporation
-1.58%
-$7,501.22 
RWX SPDR Dow Jones International Real Estate ETF
-1.41%
-$10,218.43 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$4,532.87 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$969.12 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$36,341.64 
INTC Intel Corporation
-1.02%
-$2,761.17 
KO The Coca-Cola Company
-1.02%
-$4,633.2 
XOM Exxon Mobil Corporation
-0.97%
-$7,093.08 
MA Mastercard Incorporated
-0.74%
-$3,825 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$5,228.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$162,551.41 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$22,898.61 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,989.36 
PM Philip Morris International Inc.
-0.61%
-$2,329.3 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$6,564.49 
VNQ Vanguard Real Estate ETF
-0.54%
-$38,936.16 
USRT iShares Core U.S. REIT ETF
-0.54%
-$1,497.39 
LLY Eli Lilly and Company
-0.53%
-$6,258.73 
SCHH Schwab U.S. REIT ETF
-0.49%
-$4,411.2 
PSP Invesco Global Listed Private Equity ETF
-0.43%
-$38,051.52 
HD The Home Depot, Inc.
-0.42%
-$1,359.44 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$2,532.81 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$67,513.46 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$6,862.25 
BX Blackstone Inc.
-0.25%
-$671.37 
IWN iShares Russell 2000 Value ETF
-0.25%
-$3,603.47 
COST Costco Wholesale Corporation
-0.24%
-$1,187.86 
BNDX Vanguard Total International Bond ETF
-0.23%
-$22,760.65 
VB Vanguard Small-Cap ETF
-0.22%
-$666.58 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$671.4 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$7,901.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$7,811.67 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$1,970.93 
ICVT iShares Convertible Bond ETF
-0.13%
-$994.35 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$2,707.89 
MUB iShares National Muni Bond ETF
-0.11%
-$7,020.36 
TIP iShares TIPS Bond ETF
-0.1%
-$340.78 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,090.45 
PGX Invesco Preferred ETF
-0.09%
-$627.59 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$2,347.08 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$104.63 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.06%
-$1,247.46 
VO Vanguard Mid-Cap ETF
-0.05%
-$137.92 
V Visa Inc. Class A
-0.04%
-$234.34 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$109 Events
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Dividends
Dividend Analysis
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| Trades 1333 | Longs Won 769/1333 57% | Profit Factor 4.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $214,609.97 |
| Average Win $88,532.71 | Best Trade (Aug 14) $3.73M | Sharpe Ratio -9.74 |
| Average Loss -$26,755.79 | Worst Trade (Sep 14) -$1.7M | Z-Score 2.29 (97.79%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 2d | Expectancy $39,753.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,119 | $3.36M | $5.29M | - | $1.93M | 57.32% | -7.354% |
| ABBV AbbVie Inc. | 1,922 | $336,706.8 | $482,306.68 | - | $145,599.88 | 43.24% | -2.513% |
| ADI Analog Devices, Inc. | 712 | $232,284.87 | $261,595.92 | - | $29,311.05 | 12.62% | +0.202% |
| AGG iShares Core U.S. Aggregate Bond ETF | 27,449 | $2.72M | $2.67M | - | -$51,124.94 | -1.88% | -0.256% |
| AMAT Applied Materials, Inc. | 821 | $309,581.55 | $416,797.08 | - | $107,215.53 | 34.63% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,316 | $240,996.68 | $626,613.39 | - | $385,616.71 | 160.01% | -1.904% |
| AMZN Amazon.com Inc | 9,380 | $1.79M | $2.55M | - | $759,254.29 | 42.46% | +15.321% |
| ANET Arista Networks, Inc. | 1,200 | $203,856 | $216,420.01 | - | $12,564.01 | 6.16% | +5.456% |
| APH Amphenol Corporation | 7,420 | $242,807.1 | $298,098.5 | - | $55,291.4 | 22.77% | +0.551% |
| ASML ASML Holding N.V. New York Registry Shares | 202 | $296,895.11 | $329,058 | - | $32,162.89 | 10.83% | -1.359% |
| AVGO Broadcom Inc. | 5,200 | $719,632.51 | $2.02M | - | $1.3M | 181.29% | +0.371% |
| BAC Bank of America Corporation | 5,422 | $219,126.56 | $335,892.9 | - | $116,766.34 | 53.29% | +0.356% |
| BKLN Invesco Senior Loan ETF | 87,962 | $1.88M | $1.79M | - | -$90,449.75 | -4.8% | +0.049% |
| BND Vanguard Total Bond Market Index Fund | 355,334 | $27.5M | $25.67M | - | -$1.84M | -6.68% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 206,915 | $10.52M | $9.88M | - | -$637,348.59 | -6.06% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 1,729 | $650,627.37 | $884,452.66 | - | $233,825.29 | 35.94% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 39,118 | $3.07M | $3.03M | - | -$38,734.83 | -1.26% | -0.077% |
| BX Blackstone Inc. | 2,098 | $291,639 | $268,019.5 | - | -$23,619.5 | -8.1% | -0.25% |
| C Citigroup Inc. | 1,526 | $213,578.98 | $202,118.7 | - | -$11,460.28 | -5.37% | +0.098% |
| CAT Caterpillar Inc. | 678 | $254,478.59 | $552,441.18 | - | $297,962.59 | 117.09% | +0.701% |
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FAQ
Which stocks have generated the highest profits for Randy T. Siegel?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.28M, Vanguard Total Bond Market Index Fund - $2.78M, Coinbase Global, Inc - $2.35M, iShares Core S&P Total U.S. Stock Market ETF - $1.93M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.79M. 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: Advanced Micro Devices, Inc - $275,317.03, RTX Corporation - $170,700.11, NextEra Energy, Inc - $142,260.51, Schwab U.S. TIPS ETF - $125,171.67, and Luminar Technologies, Inc - $123,175.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Randy T. Siegel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.19M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $2.79M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2M, Vanguard Total International Bond ETF - $1.33M, Invesco Global Listed Private Equity ETF - $1.24M, and iShares Core S&P Total U.S. Stock Market ETF - $1.06M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Randy T. Siegel's monthly returns?
Randy T. Siegel'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 Randy T. Siegel's strategy be considered aggressive or moderate?
Randy T. Siegel'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 Randy T. Siegel's strategy?
Randy T. Siegel'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.
