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:
56.68%
Gain -0.28%
Monthly
0.67%
Yearly
8.31%
Drawdown
18.11%
$230.85M
Equity
Holdings
$230.85M
Investment
$191.79M
$48.83M
Profit -$343,821.76
Realized
$9.77M
Unrealized
$39.06M
Dividends
$18.71M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$343,821.76
Win %
64%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.01M
Win %
64%
This Month
Compared to last month
Gain
-1.1%
Profit
-$2.58M
Win %
64%
This Year
Compared to last year
Gain
-1.64%
Profit
-$3.76M
Win %
66%
COHR Coherent Corp.
+3.87%
+$5,740.49 
INTC Intel Corporation
+2.88%
+$8,135.06 
AMD Advanced Micro Devices, Inc.
+2.74%
+$17,884.43 
WDC Western Digital Corporation
+2.63%
+$4,295.52 
PLTR Palantir Technologies Inc.
+2.52%
+$7,737.2 
AVGO Broadcom Inc.
+2.34%
+$45,084.05 
MSFT Microsoft Corp.
+1.87%
+$65,460.51 
GEV GE Vernova Inc.
+1.82%
+$4,574.37 
MU Micron Technology, Inc.
+1.78%
+$13,571.99 
COIN Coinbase Global, Inc.
+1.68%
+$7,376.16 
GOOG Alphabet Inc
+1.66%
+$30,693.5 
GOOGL Alphabet Inc
+1.59%
+$35,486.07 
WMB The Williams Companies, Inc.
+1.34%
+$3,753.4 
CVX Chevron Corporation
+1.14%
+$4,564.63 
AMZN Amazon.com Inc
+0.95%
+$22,043 
ANET Arista Networks, Inc.
+0.86%
+$1,734 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.84%
+$18,255.79 
XOM Exxon Mobil Corporation
+0.83%
+$5,679.1 
V Visa Inc. Class A
+0.71%
+$4,235.22 
MA Mastercard Incorporated
+0.63%
+$3,082.52 
RTX RTX Corporation
+0.51%
+$1,840 
CWB SPDR Bloomberg Convertible Securities ETF
+0.47%
+$15,815.6 
META Meta Platforms Inc Class A
+0.41%
+$5,593.68 
ICVT iShares Convertible Bond ETF
+0.37%
+$2,784.18 
IBM International Business Machines Corporation
+0.33%
+$558.36 
IEMG iShares Core MSCI Emerging Markets ETF
+0.25%
+$4,029.48 
KO The Coca-Cola Company
+0.18%
+$746.46 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$14,760.27 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+0.14%
+$2,806.78 
PGX Invesco Preferred ETF
+0.07%
+$439.31 
NVDA NVIDIA Corporation
+0.06%
+$3,152.76 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$1,155.19 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$165.06 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$190.17 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$54.5 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.32%
-$7,975.8 
BX Blackstone Inc.
-2.92%
-$7,783.58 
TSLA Tesla, Inc.
-2.57%
-$29,008 
GE General Electric Company
-2.44%
-$9,607.78 
LLY Eli Lilly and Company
-2.3%
-$27,648.67 
MS Morgan Stanley
-2.23%
-$6,810.96 
MRK Merck & Co., Inc.
-2.18%
-$6,749.84 
NFLX Netflix, Inc.
-2.05%
-$5,444.92 
KLAC KLA Corporation
-1.91%
-$7,269.02 
CAT Caterpillar Inc.
-1.84%
-$10,983.62 
NAK Northern Dynasty Minerals Ltd.
-1.84%
-$5,046 
LRCX Lam Research Corporation
-1.78%
-$8,889.7 
HD The Home Depot, Inc.
-1.68%
-$5,574.6 
SAN Banco Santander S.A. Sponsored ADR
-1.62%
-$2,301.86 
WFC Wells Fargo & Company
-1.49%
-$4,139.2 
WMT Walmart Inc.
-1.47%
-$8,527.68 
AAPL Apple Inc.
-1.42%
-$81,143.89 
JNJ Johnson & Johnson
-1.4%
-$8,740.26 
PSP Invesco Global Listed Private Equity ETF
-1.29%
-$110,495.76 
PANW Palo Alto Networks, Inc.
-1.23%
-$3,391.28 
BAC Bank of America Corporation
-1.21%
-$4,012.28 
LYG Lloyds Banking Group Plc ADR
-1.17%
-$847.98 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.98%
-$48,174 
GS The Goldman Sachs Group, Inc.
-0.87%
-$2,839.74 
JPM JPMorgan Chase & Co.
-0.86%
-$8,732.03 
UNH UnitedHealth Group Incorporated
-0.84%
-$2,449.02 
PG Procter & Gamble Co
-0.79%
-$3,184.44 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$25,806.37 
SCHH Schwab U.S. REIT ETF
-0.73%
-$6,616.8 
VNQ Vanguard Real Estate ETF
-0.72%
-$51,914.66 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.66%
-$4,720.62 
ABBV AbbVie Inc.
-0.63%
-$3,084.83 
COST Costco Wholesale Corporation
-0.63%
-$3,073.9 
PM Philip Morris International Inc.
-0.62%
-$2,349.06 
VB Vanguard Small-Cap ETF
-0.59%
-$1,767.5 
IWN iShares Russell 2000 Value ETF
-0.58%
-$8,517.6 
USRT iShares Core U.S. REIT ETF
-0.58%
-$1,618.8 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.57%
-$6,564.49 
RWX SPDR Dow Jones International Real Estate ETF
-0.56%
-$3,936.64 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.55%
-$17,142.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.55%
-$131,425.66 
CSCO Cisco Systems, Inc.
-0.51%
-$2,124.96 
BKLN Invesco Senior Loan ETF
-0.46%
-$8,356.39 
ASML ASML Holding N.V. New York Registry Shares
-0.44%
-$1,543.27 
AMAT Applied Materials, Inc.
-0.4%
-$1,724.08 
VO Vanguard Mid-Cap ETF
-0.36%
-$999.92 
C Citigroup Inc.
-0.36%
-$701.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.35%
-$1,081.7 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.3%
-$2,532.81 
ADI Analog Devices, Inc.
-0.26%
-$704.87 
BND Vanguard Total Bond Market Index Fund
-0.25%
-$63,960.12 
IWV ISHARES RUSSELL 3000 ETF
-0.25%
-$503.36 
SCHB Schwab U.S. Broad Market ETF
-0.24%
-$1,545.04 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$6,313.27 
SCHP Schwab U.S. TIPS ETF
-0.23%
-$5,415.78 
TIP iShares TIPS Bond ETF
-0.22%
-$728.03 
BNDX Vanguard Total International Bond ETF
-0.21%
-$20,691.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.21%
-$56,341.91 
PFF iShares Preferred and Income Securities ETF
-0.17%
-$5,591 
MUB iShares National Muni Bond ETF
-0.16%
-$10,238.02 
VTEB Vanguard Tax-Exempt Bond ETF
-0.16%
-$1,744.72 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.16%
-$2,274.15 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.14%
-$823.53 
GLW Corning Incorporated
-0.11%
-$143.99 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$1,422.04 
LIN Linde plc
-0.09%
-$246.51 
APH Amphenol Corporation
-0.07%
-$204.05 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$2,151.49 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$3,456.95 
IVV iShares Core S&P 500 ETF
-0.07%
-$5,574.99 
NEAR iShares Short Maturity Bond ETF
-0.05%
-$571.1 
JNK SPDR Bloomberg High Yield Bond ETF
-0.03%
-$382.17 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$249.24 Events
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Dividends
Dividend Analysis
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| Trades 1333 | Longs Won 771/1333 57% | Profit Factor 4.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $198,379.4 |
| Average Win $80,760.84 | Best Trade (Jul 22) $3.36M | Sharpe Ratio -10.22 |
| Average Loss -$23,916.85 | Worst Trade (Jul 24) -$1.56M | Z-Score 0.81 (58.1%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 1d | Expectancy $36,628.16 |
| 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 | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.6M, 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 - $212,359.1, Schwab U.S. TIPS ETF - $151,645.81, Luminar Technologies, Inc - $123,175.65, Deere & Company - $100,415.66, and The Home Depot, Inc - $45,751.42. 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 $18.71M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $2.61M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2M, Vanguard Total International Bond ETF - $1.29M, 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.
