RLA
Richard Lance Alston Portfolio
Invests via New Dimensions Wealth Management LLC | Managed by Richard (Lance) Alston, Tiffany Finney-Johnson
Invests via New Dimensions Wealth Management LLC
Managed by Richard (Lance) Alston, Tiffany Finney-Johnson
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Seasoned dealmaker and corporate finance executive with extensive experience advising and investing across private equity, real estate and structured credit markets. Richard Lance Alston combines operational due diligence, capital-raising and portfolio management skills to support growth-oriented companies and alternative asset strategies. Regularly engaged with boards and C-suite teams on capital allocation, restructuring and exit planning, and known for bridging investor relations with hands-on value creation initiatives.
Seasoned dealmaker and corporate finance executive with extensive experience advising and investing across private equity, real estate and structured credit markets. Richard Lance Alston combines operational due diligence, capital-raising and portfolio management skills to support growth-oriented companies and alternative asset strategies. Regularly engaged with boards and C-suite teams on capital allocation, restructuring and exit planning, and known for bridging investor relations with hands-on value creation initiatives.
Investment Philosophy & Strategy
Adopts an active, value‑creation oriented approach that blends private equity, real estate and structured credit to generate risk‑adjusted returns. Emphasizes operational due diligence and hands‑on portfolio support, partnering with management and boards to drive growth, restructuring and disciplined exits. Prefers flexible, catalytic capital deployments across growth, turnaround and opportunistic credit situations, aligning incentives through thoughtful governance and capital structures. Maintains a medium to long time horizon with portfolio diversification, cash‑flow sensitivity, conservative leverage tolerances and a bias toward assets where operational improvement can materially unlock value.
Adopts an active, value‑creation oriented approach that blends private equity, real estate and structured credit to generate risk‑adjusted returns. Emphasizes operational due diligence and hands‑on portfolio support, partnering with management and boards to drive growth, restructuring and disciplined exits. Prefers flexible, catalytic capital deployments across growth, turnaround and opportunistic credit situations, aligning incentives through thoughtful governance and capital structures. Maintains a medium to long time horizon with portfolio diversification, cash‑flow sensitivity, conservative leverage tolerances and a bias toward assets where operational improvement can materially unlock value.
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:
22.71%
Gain -0.49%
Monthly
1.46%
Yearly
19.02%
Drawdown
9.01%
$127.99M
Equity
Holdings
$127.99M
Investment
$102.51M
$26.44M
Profit -$700,668.09
Realized
$955,384.14
Unrealized
$25.48M
Dividends
$2.88M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$700,668.09
Win %
86%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$27,447.94
Win %
86%
This Month
Compared to last month
Gain
-0.02%
Profit
-$27,447.94
Win %
86%
This Year
Compared to last year
Gain
8.05%
Profit
$9.55M
Win %
86%
BRK-B Berkshire Hathaway Inc.
+0.89%
+$2,025.01 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$988.77 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-1.58%
-$4,103.53 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.26%
-$185,481.98 
DFIS Dimensional International Small Cap ETF
-1.09%
-$5,308.8 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$21,869.38 
DISV Dimensional International Small Cap Equity Fund
-0.93%
-$2,712.86 
AVDE Avantis International Equity ETF
-0.89%
-$4,520.81 
DFIC Dimensional International Core Equity Market ETF
-0.75%
-$169,999.08 
DFAT Dimensional US Targeted Value ETF
-0.72%
-$14,768.74 
DFIV Dimensional International Value ETF
-0.71%
-$9,041.94 
DFAU Dimensional US Core Equity Market ETF
-0.7%
-$2,923.28 
DFUS Dimensional U.S. Equity Market ETF
-0.68%
-$3,889.62 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.67%
-$219,456.9 
DFGR Dimensional Global Real Estate ETF
-0.3%
-$16,816.23 
DFIP Dimensional Inflation-Protected Securities ETF
-0.24%
-$23,527.6 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.1%
-$6,440.45 
DFUV Dimensional US Marketwide Value ETF
-0.09%
-$13,876.5 
DFNM Dimensional National Municipal Bond ETF
-0.01%
-$128.66 Events
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Dividends
Dividend Analysis
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| Trades 80 | Longs Won 69/80 86% | Profit Factor 298.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.26M |
| Average Win $384,466.95 | Best Trade (Jun 02) $7.89M | Sharpe Ratio -30.79 |
| Average Loss -$8,075.48 | Worst Trade (May 19) -$129,982.06 | Z-Score 14.69 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $330,492.37 |
| 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% | 0.39% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
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Returns
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