RA
Richard Anzelone Portfolio
Invests via Strategic Point Investment Advisors LLC | Managed by Richard Anzelone
Invests via Strategic Point Investment Advisors LLC
Managed by Richard Anzelone
Automatically Tracked
Richard Anzelone Profile
Richard Anzelone is a distinguished private-market operator with significant expertise in driving value creation across diverse industries. With an extensive background in corporate finance and strategic operations, he has successfully led multiple high-stakes initiatives aimed at enhancing organizational performance. His ability to identify growth opportunities within established companies sets him apart as a pivotal figure in the realm of entrepreneurial ventures. Furthermore, Anzelone's experience encompasses leadership roles that emphasize innovation and operational excellence, allowing him to forge impactful relationships with stakeholders while navigating complex market landscapes.
Richard Anzelone is a distinguished private-market operator with significant expertise in driving value creation across diverse industries. With an extensive background in corporate finance and strategic operations, he has successfully led multiple high-stakes initiatives aimed at enhancing organizational performance. His ability to identify growth opportunities within established companies sets him apart as a pivotal figure in the realm of entrepreneurial ventures. Furthermore, Anzelone's experience encompasses leadership roles that emphasize innovation and operational excellence, allowing him to forge impactful relationships with stakeholders while navigating complex market landscapes.
Investment Philosophy & Strategy
Growth opportunities within established firms frequently capture attention in Richard Anzelone's investment approach. His seasoned background in corporate finance and operations enables a unique perspective on optimizing organizational effectiveness. By leveraging his entrepreneurial acumen, he navigates complexities to uncover value through strategic enhancements. In seeking out transformative potential, the focus remains on fostering innovation that resonates with market needs. This adaptability not only sharpens competitive advantage but also paves the way for sustainable success across diverse sectors.
Growth opportunities within established firms frequently capture attention in Richard Anzelone's investment approach. His seasoned background in corporate finance and operations enables a unique perspective on optimizing organizational effectiveness. By leveraging his entrepreneurial acumen, he navigates complexities to uncover value through strategic enhancements. In seeking out transformative potential, the focus remains on fostering innovation that resonates with market needs. This adaptability not only sharpens competitive advantage but also paves the way for sustainable success across diverse sectors.
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:
29.34%
Gain +0.63%
Monthly
0.24%
Yearly
2.94%
Drawdown
20.07%
$286.7M
Equity
Holdings
$286.7M
Investment
$148.16M
$138.54M
Profit +$1.78M
Realized
$0
Unrealized
$138.54M
Dividends
$90.91M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.63%
Profit
$1.78M
Win %
58%
This Week
Compared To Last Week
Gain
0.42%
Profit
$1.21M
Win %
58%
This Month
Compared to last month
Gain
1.88%
Profit
$5.29M
Win %
58%
This Year
Compared to last year
Gain
4.53%
Profit
$12.43M
Win %
58%
PHK PIMCO High Income Fund
+1.87%
+$51,877.2 
IJS iShares S&P Small-Cap 600 Value ETF
+1.29%
+$1.01M 
JQC Nuveen Credit Strategies Income Fund
+1.22%
+$71,236.4 
ICF iShares Cohen & Steers Realty Majors ETF
+0.91%
+$231,877.04 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.73%
+$23,118.75 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$499,632 
BMN BlackRock 2037 Municipal Target Term Trust
+0.59%
+$107,145.74 
TIP iShares TIPS Bond ETF
+0.46%
+$76,884.62 
SHY iShares 1-3 Year Treasury Bond ETF
+0.12%
+$3,405.28 
JPS Nuveen Preferred Securities Income Fund
0%
$0 
JDD Nuveen Diversified Dividend and Income Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
-0.47%
-$149,317.35 Events
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Dividends
Dividend Analysis
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| Trades 12 | Longs Won 6/12 50% | Profit Factor 5.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $24.93M |
| Average Win $28.05M | Best Trade (Oct 15) $64.2M | Sharpe Ratio -22.36 |
| Average Loss -$4.96M | Worst Trade (Oct 15) -$13.17M | Z-Score -0.3 (23.79%) |
| Commissions $0 | Avg. Trade Length 22y 9m 3w 3d | Expectancy $11.54M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.09% | 0.55% | 2.65% | 10.32% | 34.22% |
| Consecutive Losing Trades | 58 | 52 | 46 | 40 | 35 | 29 | 23 | 17 | 12 | 6 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BMN BlackRock 2037 Municipal Target Term Trust | 828,660 | $9.07M | $18.21M | - | $9.14M | 100.73% | +0.592% |
| ICF iShares Cohen & Steers Realty Majors ETF | 399,788 | $10.6M | $25.79M | - | $15.19M | 143.26% | +0.907% |
| IJS iShares S&P Small-Cap 600 Value ETF | 615,640 | $15.48M | $79.68M | - | $64.2M | 414.86% | +1.287% |
| IVE ISHARES S&P 500 VALUE ETF | 312,270 | $17.28M | $73.59M | - | $56.31M | 325.91% | +0.684% |
| JDD Nuveen Diversified Dividend and Income Fund | 790,852.71 | $21.12M | $12.38M | - | -$8.74M | -41.4% | 0.0 |
| JPS Nuveen Preferred Securities Income Fund | 858,920 | $13.71M | $13.71M | - | - | - | 0.0 |
| JQC Nuveen Credit Strategies Income Fund | 1.31M | $19.08M | $5.91M | - | -$13.17M | -69.01% | +1.219% |
| LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 30,825 | $3.41M | $3.19M | - | -$220,386.75 | -6.47% | +0.731% |
| PHK PIMCO High Income Fund | 691,696 | $10.4M | $2.83M | - | -$7.56M | -72.75% | +1.866% |
| SHY iShares 1-3 Year Treasury Bond ETF | 35,845 | $2.96M | $2.91M | - | -$43,056.08 | -1.46% | +0.117% |
| TIP iShares TIPS Bond ETF | 158,525 | $16.12M | $16.69M | - | $569,475.12 | 3.53% | +0.463% |
| XLU Utilities Select Sector SPDR Fund | 765,730 | $8.93M | $31.8M | - | $22.86M | 255.98% | -0.467% |
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FAQ
Which stocks have generated the highest profits for Richard Anzelone?
The largest contributions to the portfolio's profits come from the following stocks: Nuveen Credit Strategies Income Fund - $23.05M, ISHARES S&P 500 VALUE ETF - $15.72M, Utilities Select Sector SPDR Fund - $14.11M, iShares TIPS Bond ETF - $12.47M, and iShares S&P Small-Cap 600 Value ETF - $9.09M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Richard Anzelone's portfolio generate?
The portfolio generates substantial dividend income, with a total of $90.91M earned over time. The largest contributors to dividend income include Nuveen Credit Strategies Income Fund - $23.05M, ISHARES S&P 500 VALUE ETF - $15.72M, Utilities Select Sector SPDR Fund - $14.11M, iShares TIPS Bond ETF - $12.47M, and iShares S&P Small-Cap 600 Value ETF - $9.09M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard Anzelone's monthly returns?
Richard Anzelone'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 Richard Anzelone's strategy be considered aggressive or moderate?
Richard Anzelone's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Richard Anzelone's strategy?
Richard Anzelone's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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