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:
0.96%
Gain
Monthly
0.06%
Yearly
0.74%
Drawdown
20.63%
$126.95M
Equity
Holdings
$126.95M
Investment
$102.51M
$25.4M
Profit -$352,204.74
Realized
$955,384.14
Unrealized
$24.45M
Dividends
$3.78M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$352,204.74
Win %
76%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$350,953.42
Win %
76%
This Month
Compared to last month
Gain
-0.29%
Profit
-$370,426.53
Win %
76%
This Year
Compared to last year
Gain
8.03%
Profit
$9.44M
Win %
78%
DFGR Dimensional Global Real Estate ETF
+0.27%
+$15,827.04 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$586.82 
DFIP Dimensional Inflation-Protected Securities ETF
+0.24%
+$23,480.54 
DFUV Dimensional US Marketwide Value ETF
+0.14%
+$20,814.75 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$2,352.19 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$644.04 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$988.77 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.07%
-$143,486.06 
AAPL Apple Inc.
-0.88%
-$2,418.45 
DFIS Dimensional International Small Cap ETF
-0.66%
-$3,118.92 
DFAT Dimensional US Targeted Value ETF
-0.65%
-$14,007.46 
DISV Dimensional International Small Cap Equity Fund
-0.63%
-$1,785.68 
DFAU Dimensional US Core Equity Market ETF
-0.59%
-$2,442.74 
DFUS Dimensional U.S. Equity Market ETF
-0.58%
-$3,258.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.58%
-$12,085.71 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.48%
-$157,277.45 
AVDE Avantis International Equity ETF
-0.42%
-$2,107.86 
DFIC Dimensional International Core Equity Market ETF
-0.32%
-$71,578.56 
DFNM Dimensional National Municipal Bond ETF
-0.1%
-$1,286.55 
DFIV Dimensional International Value ETF
-0.07%
-$915.64 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 80 | Longs Won 64/80 80% | Profit Factor 107.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.21M |
| Average Win $400,602.33 | Best Trade (Jul 14) $7.86M | Sharpe Ratio -148.09 |
| Average Loss -$14,871.07 | Worst Trade (Jul 14) -$198,802.91 | Z-Score 5.99 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $317,507.65 |
| 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% | 0.33% |
| Consecutive Losing Trades | 8,547 | 7,692 | 6,838 | 5,983 | 5,128 | 4,274 | 3,419 | 2,564 | 1,709 | 855 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
