Philip H. Luccock Portfolio
Invests via Financially Speaking Inc. | Managed by Philip H. Luccock, Matt Overton
Invests via Financially Speaking Inc.
Managed by Philip H. Luccock, Matt Overton
Automatically Tracked
Across healthcare investing and corporate strategy, Philip H. Luccock has led deal sourcing, due diligence and portfolio oversight for growth-stage companies. He combines operational experience in medical technology with capital allocation skills, structuring minority and control transactions, and guiding exit planning for strategic acquirers and financings. Prior roles include leadership in corporate development and investment teams, and his background includes business education and cross-border transaction experience. Market participants consider him a practical operator-investor who bridges clinical product development and investor return objectives.
Across healthcare investing and corporate strategy, Philip H. Luccock has led deal sourcing, due diligence and portfolio oversight for growth-stage companies. He combines operational experience in medical technology with capital allocation skills, structuring minority and control transactions, and guiding exit planning for strategic acquirers and financings. Prior roles include leadership in corporate development and investment teams, and his background includes business education and cross-border transaction experience. Market participants consider him a practical operator-investor who bridges clinical product development and investor return objectives.
Investment Philosophy & Strategy
Bridges clinical insight and financial discipline to source and scale growth-stage healthcare technology opportunities. Prefers minority and structured control investments that align operational support with clear exit pathways for strategic acquirers or financings. Emphasizes rigorous clinical and regulatory due diligence, capital-efficient product development milestones, and staged financings tied to technical and commercial inflection points. Time horizon is growth-stage with a three- to seven-year exit orientation; risk is managed through active portfolio oversight, governance terms, and commercialization-focused value-creation plans.
Bridges clinical insight and financial discipline to source and scale growth-stage healthcare technology opportunities. Prefers minority and structured control investments that align operational support with clear exit pathways for strategic acquirers or financings. Emphasizes rigorous clinical and regulatory due diligence, capital-efficient product development milestones, and staged financings tied to technical and commercial inflection points. Time horizon is growth-stage with a three- to seven-year exit orientation; risk is managed through active portfolio oversight, governance terms, and commercialization-focused value-creation plans.
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:
5.84%
Gain
Monthly
0.31%
Yearly
3.75%
Drawdown
7.07%
$20.86M
Equity
Holdings
$20.86M
Investment
$19.89M
$9.55M
Profit +$25,425.39
Realized
$8.58M
Unrealized
$961,993.26
Dividends
$4.07M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$25,425.39
Win %
66%
This Week
Compared To Last Week
Gain
0.2%
Profit
$41,034.13
Win %
66%
This Month
Compared to last month
Gain
0.68%
Profit
$141,146.03
Win %
66%
This Year
Compared to last year
Gain
1.28%
Profit
$262,418.59
Win %
67%
WVVI Willamette Valley Vineyards Inc.
+5.55%
+$14.99 
COTY Coty Inc.
+4.64%
+$3.3 
PM Philip Morris International Inc.
+4.34%
+$667.25 
SYK Stryker Corporation
+3.92%
+$1,241 
MDT Medtronic plc
+3.72%
+$7,379.32 
MO Altria Group, Inc.
+3.29%
+$6,612 
GILD Gilead Sciences Inc.
+3.27%
+$680.98 
MKC McCormick & Company, Incorporated
+3.26%
+$962.8 
GEHC GE HealthCare Technologies Inc.
+3.24%
+$8.2 
GEF Greif Inc.
+3.21%
+$209.15 
SBUX Starbucks Corporation
+3.15%
+$1,324 
IOT Samsara Inc. Class A Common Stock
+3.09%
+$562.5 
MRK Merck & Co., Inc.
+3.07%
+$667.04 
MCD McDonald's Corporation
+3.05%
+$2,359.33 
ALLE Allegion plc
+3.04%
+$272.58 
COST Costco Wholesale Corporation
+2.9%
+$5,457.1 
ROST Ross Stores, Inc.
+2.78%
+$1,783.52 
T AT&T Inc.
+2.78%
+$1,029.35 
LOW Lowe's Companies Inc.
+2.73%
+$349.23 
PSX Phillips 66
+2.73%
+$2,327.25 
VZ Verizon Communications Inc.
+2.54%
+$1,329.8 
KMB Kimberly-Clark Corporation
+2.25%
+$902.91 
DIS The Walt Disney Company
+2.14%
+$1,015.04 
PYPL PayPal Holdings Inc
+2.05%
+$11.4 
PG Procter & Gamble Co
+2.01%
+$1,084.72 
SCHD Schwab U.S. Dividend Equity ETF
+1.99%
+$7.08 
NDSN Nordson Corporation
+1.92%
+$551.5 
SDY SPDR S&P Dividend ETF
+1.88%
+$8,845.34 
PHIN Phinia Inc.
+1.77%
+$33.72 
SPLV Invesco S&P 500 Low Volatility ETF
+1.74%
+$1,082.06 
ALV Autoliv, Inc.
+1.61%
+$320.76 
ATO Atmos Energy Corporation
+1.6%
+$176.4 
USB U.S. Bancorp
+1.49%
+$2,075.52 
HD The Home Depot, Inc.
+1.49%
+$391.16 
AAPL Apple Inc.
+1.46%
+$1,537.55 
LII Lennox International Inc.
+1.3%
+$950.95 
MSFT Microsoft Corp.
+1.15%
+$163.44 
JNJ Johnson & Johnson
+1.12%
+$2,459.16 
LIN Linde plc
+1.08%
+$774.2 
XOM Exxon Mobil Corporation
+1.02%
+$3,016.44 
TMO Thermo Fisher Scientific Inc.
+0.98%
+$472.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.74%
+$11.06 
XEL Xcel Energy Inc.
+0.67%
+$2,018.24 
LUV Southwest Airlines Co.
+0.53%
+$9.88 
EQWL Invesco S&P 100 Equal Weight ETF
+0.5%
+$0.65 
PLTR Palantir Technologies Inc.
+0.42%
+$2,898.61 
DEMZ Democratic Large Cap Core ETF
+0.36%
+$180.18 
NNDM Nano Dimension Ltd.
+0.34%
+$5 
DVN Devon Energy Corporation
+0.31%
+$2.16 
APA APA Corporation
+0.03%
+$3.44 
FLDR Fidelity Low Duration Bond ETF
+0.03%
+$2,108.19 
GORO Gold Resource Corporation
-28.3%
-$1,098.75 
CRML Critical Metals Corp.
-10.31%
-$77 
OKLO Oklo Inc.
-10.07%
-$9.2 
LOCL Local Bounti Corporation
-10%
-$135 
HIMS Hims & Hers Health, Inc.
-9.47%
-$352 
UUUU Energy Fuels Inc.
-8.96%
-$340.5 
RCAT Red Cat Holdings, Inc.
-7.4%
-$183 
INTC Intel Corporation
-6.72%
-$4,719.44 
BBAI BigBear.ai Holdings Inc.
-6.53%
-$205.1 
AMD Advanced Micro Devices, Inc.
-6.07%
-$6,811.56 
RIVN Rivian Automotive, Inc.
-5.76%
-$1,882.92 
ILIT iShares Lithium Miners and Producers ETF
-5.2%
-$4.61 
SOXX iShares Semiconductor ETF
-5.18%
-$719 
URA Global X Uranium ETF
-5.01%
-$108.66 
DELL Dell Technologies Inc.
-4.84%
-$599.4 
GOOGL Alphabet Inc
-4.78%
-$6,782.93 
QCOM QUALCOMM Incorporated
-4.76%
-$847.5 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-4.71%
-$3.54 
GOOG Alphabet Inc
-4.7%
-$365.61 
GE General Electric Company
-4.44%
-$208 
XME SPDR S&P Metals & Mining ETF
-4.4%
-$4.54 
COIN Coinbase Global, Inc.
-4.12%
-$241.15 
MBOT Microbot Medical Inc.
-4.11%
-$0.08 
CENX Century Aluminum Company
-4.08%
-$166.94 
JTEK JPMorgan U.S. Tech Leaders ETF
-4.01%
-$3,795 
SLV iShares Silver Trust
-3.93%
-$684.7 
GDX VanEck Gold Miners ETF
-3.72%
-$2.75 
PPLT abrdn Physical Platinum Shares ETF
-3.42%
-$52.01 
PWRD TCW Transform Systems ETF
-3.21%
-$2,012.04 
XAR SPDR S&P Aerospace & Defense ETF
-3.15%
-$167.6 
NVDA NVIDIA Corporation
-2.98%
-$15,945.1 
BMBL Bumble Inc.
-2.58%
-$4 
BMNR Bitmine Immersion Technologies, Inc.
-2.5%
-$118.5 
ETH Ethan Allen Interiors Inc
-2.48%
-$12.29 
BWA BorgWarner Inc.
-2.47%
-$189.6 
GEV GE Vernova Inc.
-2.29%
-$72.61 
AMZN Amazon.com Inc
-1.85%
-$881.71 
SPOT Spotify Technology S.A.
-1.83%
-$97.95 
DHX DHI Group, Inc.
-1.72%
-$66.5 
IBIT iShares Bitcoin Trust
-1.32%
-$5.35 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.28%
-$1.82 
GBTC Grayscale Bitcoin Trust ETF
-1.24%
-$171.87 
BTC Grayscale Bitcoin Mini Trust ETF
-1.22%
-$19.25 
RTX RTX Corporation
-1.21%
-$2,428.88 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.1%
-$13.09 
NOC Northrop Grumman Corporation
-0.99%
-$275.07 
BP BP p.l.c. Sponsored ADR
-0.96%
-$130.35 
TT Trane Technologies plc
-0.94%
-$908 
IVLU iShares MSCI International Value Factor ETF
-0.9%
-$0.39 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$6.33 
SHLD Global X Defense Tech ETF
-0.81%
-$239.61 
SCHB Schwab U.S. Broad Market ETF
-0.81%
-$656.59 
EWG iShares MSCI Germany ETF
-0.75%
-$1.24 
EWP iShares MSCI Spain ETF
-0.74%
-$0.44 
CCI Crown Castle Inc.
-0.74%
-$73.71 
IEV iShares Europe ETF
-0.45%
-$6.6 
WBD Warner Bros. Discovery, Inc.
-0.4%
-$10.23 
F Ford Motor Company
-0.35%
-$7 
OXY Occidental Petroleum Corporation
-0.34%
-$335.04 
BAC Bank of America Corporation
-0.23%
-$72.79 
SCHW Charles Schwab Corporation
-0.21%
-$0.22 
GM General Motors Company
-0.09%
-$2.17 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$745.37 Events
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Dividends
Dividend Analysis
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| Trades 529 | Longs Won 225/529 42% | Profit Factor 1.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $417,711.3 |
| Average Win $88,840.14 | Best Trade (Jun 30) $8.61M | Sharpe Ratio -9.55 |
| Average Loss -$34,351.13 | Worst Trade (Mar 31) -$1.86M | Z-Score -4.55 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1d | Expectancy $18,045.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.01% | 0.1% | 0.59% | 2% | 5.18% | 11.29% | 21.81% | 38.57% | 63.77% |
| Consecutive Losing Trades | 607 | 546 | 486 | 425 | 364 | 304 | 243 | 182 | 121 | 61 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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