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
Automatically Tracked
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:
28.73%
Gain +2.75%
Monthly
1.53%
Yearly
19.98%
Drawdown
9.01%
$135.03M
Equity
Holdings
$135.03M
Investment
$107.51M
$28.61M
Profit +$3.42M
Realized
$1.09M
Unrealized
$27.52M
Dividends
$3.99M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.75%
Profit
$3.42M
Win %
63%
This Week
Compared To Last Week
Gain
2.6%
Profit
$3.42M
Win %
63%
This Month
Compared to last month
Gain
2.62%
Profit
$3.44M
Win %
63%
This Year
Compared to last year
Gain
1.99%
Profit
$2.64M
Win %
69%
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.49%
+$200,229.12 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.9%
+$19,567.34 
DFGR Dimensional Global Real Estate ETF
+0.88%
+$52,002.71 
AVDE Avantis International Equity ETF
+0.5%
+$2,568.55 
DFIC Dimensional International Core Equity Market ETF
+0.34%
+$84,420.36 
DFIS Dimensional International Small Cap ETF
+0.32%
+$1,550.28 
DFUS Dimensional U.S. Equity Market ETF
+0.31%
+$1,783.6 
DFIV Dimensional International Value ETF
+0.28%
+$3,589.76 
DISV Dimensional International Small Cap Equity Fund
+0.27%
+$824.16 
DFAU Dimensional US Core Equity Market ETF
+0.26%
+$1,121.26 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.2%
+$67,350.96 
DFAT Dimensional US Targeted Value ETF
+0.19%
+$4,049.36 
DFUV Dimensional US Marketwide Value ETF
+0.16%
+$25,768.35 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.1%
+$6,932.95 
DFNM Dimensional National Municipal Bond ETF
+0.08%
+$1,710.56 
DFIP Dimensional Inflation-Protected Securities ETF
+0.03%
+$2,567.42 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 96 | Longs Won 70/96 72% | Profit Factor 59.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.27M |
| Average Win $415,672.09 | Best Trade (Aug 13) $8.89M | Sharpe Ratio -106.1 |
| Average Loss -$18,755.8 | Worst Trade (Aug 20) -$323,663.59 | Z-Score 2.24 (97.47%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $298,014.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.55% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AAPL Apple Inc. | 868 | $222,564.89 | $262,353 | - | $39,788.11 | 17.88% | -0.872% |
| AVDE Avantis International Equity ETF | 5,465 | $364,589.89 | $513,928.6 | - | $149,338.71 | 40.96% | +0.502% |
 AVGO Broadcom Inc. | 554 | $209,338 | $230,491.7 | - | $21,153.7 | 10.11% | -0.007% |
 BRK-B Berkshire Hathaway Inc. | 481 | $256,171 | $245,271.52 | - | -$10,899.48 | -4.25% | -1.251% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 748,344 | $25.02M | $34.39M | - | $9.38M | 37.48% | +0.196% |
| DFAT Dimensional US Targeted Value ETF | 28,924 | $1.5M | $2.09M | - | $588,438.53 | 39.28% | +0.194% |
| DFAU Dimensional US Core Equity Market ETF | 8,009 | $307,867 | $428,721.77 | - | $120,854.77 | 39.26% | +0.262% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 57,551 | $1.51M | $2.19M | - | $683,119.31 | 45.3% | +0.901% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 342,272 | $9.08M | $13.63M | - | $4.55M | 50.13% | +1.491% |
| DFGR Dimensional Global Real Estate ETF | 203,933 | $5.39M | $5.98M | - | $591,421.19 | 10.98% | +0.877% |
| DFIC Dimensional International Core Equity Market ETF | 625,336 | $17.65M | $24.53M | - | $6.88M | 38.96% | +0.345% |
| DFIP Dimensional Inflation-Protected Securities ETF | 256,742 | $10.78M | $10.41M | - | -$376,122.84 | -3.49% | +0.025% |
| DFIS Dimensional International Small Cap ETF | 12,919 | $334,890.5 | $481,491.13 | - | $146,600.63 | 43.78% | +0.323% |
| DFIV Dimensional International Value ETF | 22,436 | $889,262.03 | $1.3M | - | $410,006.73 | 46.11% | +0.277% |
| DFNM Dimensional National Municipal Bond ETF | 42,764 | $2.05M | $2.05M | - | -$3,582.19 | -0.17% | +0.084% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 138,659 | $6.6M | $6.58M | - | -$17,012.69 | -0.26% | +0.105% |
| DFUS Dimensional U.S. Equity Market ETF | 6,860 | $414,879.12 | $580,081.6 | - | $165,202.48 | 39.82% | +0.308% |
| DFUV Dimensional US Marketwide Value ETF | 286,315 | $11.94M | $16.43M | - | $4.5M | 37.66% | +0.157% |
| DISV Dimensional International Small Cap Equity Fund | 6,868 | $226,017 | $301,230.48 | - | $75,213.48 | 33.28% | +0.274% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 199,748 | $10.13M | $10.15M | - | $19,352.28 | 0.19% | 0.0 |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Richard Lance Alston?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Core Equity Market ETF - $1.32M, Dimensional Emerging Markets Core Equity 2 ETF - $745,479.18, Dimensional Inflation-Protected Securities ETF - $669,932.38, Dimensional Ultrashort Fixed Income ETF - $519,517.89, and Dimensional U.S. Core Equity 2 ETF - $461,612.76. 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: Apple Inc - $14,285.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Richard Lance Alston's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.99M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $840,633.55, Dimensional Inflation-Protected Securities ETF - $669,932.38, Dimensional Ultrashort Fixed Income ETF - $519,517.89, Dimensional U.S. Core Equity 2 ETF - $370,909.79, and Dimensional Emerging Markets Core Equity 2 ETF - $369,010.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard Lance Alston's monthly returns?
Richard Lance Alston's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Richard Lance Alston's strategy be considered aggressive or moderate?
Richard Lance Alston's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Richard Lance Alston's strategy?
Richard Lance Alston's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
