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:
8.47%
Gain +0.02%
Monthly
0.41%
Yearly
5%
Drawdown
6.96%
$21.22M
Equity
Holdings
$21.22M
Investment
$19.89M
$11.99M
Profit +$26,214.54
Realized
$10.66M
Unrealized
$1.33M
Dividends
$4.03M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$26,214.54
Win %
66%
This Week
Compared To Last Week
Gain
0.12%
Profit
$26,214.54
Win %
66%
This Month
Compared to last month
Gain
2.18%
Profit
$452,206.19
Win %
66%
This Year
Compared to last year
Gain
2.71%
Profit
$559,085.51
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$6,746.96 
GOOG Alphabet Inc
+6.88%
+$482.37 
GOOGL Alphabet Inc
+6.73%
+$8,606.01 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$735 
TT Trane Technologies plc
+3.33%
+$2,934 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$77.19 
DHX DHI Group, Inc.
+3.19%
+$123.5 
MSFT Microsoft Corp.
+3.02%
+$490.32 
NVDA NVIDIA Corporation
+2.93%
+$14,360.67 
APA APA Corporation
+2.73%
+$340.56 
HIMS Hims & Hers Health, Inc.
+2.7%
+$73 
BP BP p.l.c. Sponsored ADR
+2.26%
+$330 
COTY Coty Inc.
+2.23%
+$1.8 
DVN Devon Energy Corporation
+2.17%
+$15.36 
RCAT Red Cat Holdings, Inc.
+2.03%
+$45 
OXY Occidental Petroleum Corporation
+2%
+$2,069.76 
VZ Verizon Communications Inc.
+1.52%
+$854 
NOC Northrop Grumman Corporation
+1.43%
+$404.39 
GE General Electric Company
+1.42%
+$65.39 
PWRD TCW Transform Systems ETF
+1.38%
+$811.44 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$6.08 
SCHW Charles Schwab Corporation
+0.87%
+$0.91 
NDSN Nordson Corporation
+0.86%
+$255 
GEV GE Vernova Inc.
+0.85%
+$24.93 
MCD McDonald's Corporation
+0.82%
+$642.4 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$40.6 
SHLD Global X Defense Tech ETF
+0.77%
+$233.76 
PHIN Phinia Inc.
+0.72%
+$12.72 
PLTR Palantir Technologies Inc.
+0.65%
+$4,140.79 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.62%
+$531.76 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$469.88 
MO Altria Group, Inc.
+0.57%
+$1,111.5 
GM General Motors Company
+0.52%
+$14.26 
PSX Phillips 66
+0.51%
+$469.79 
RTX RTX Corporation
+0.39%
+$862.68 
PG Procter & Gamble Co
+0.37%
+$192.92 
BAC Bank of America Corporation
+0.36%
+$110.44 
DEMZ Democratic Large Cap Core ETF
+0.32%
+$159.76 
MRK Merck & Co., Inc.
+0.32%
+$72.16 
ALLE Allegion plc
+0.22%
+$22.44 
JNJ Johnson & Johnson
+0.21%
+$472.23 
USB U.S. Bancorp
+0.17%
+$242.88 
T AT&T Inc.
+0.17%
+$69.2 
DELL Dell Technologies Inc.
+0.14%
+$16.8 
SOXX iShares Semiconductor ETF
+0.07%
+$9 
DIS The Walt Disney Company
+0.03%
+$14.64 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
COIN Coinbase Global, Inc.
-10.59%
-$606.2 
RIVN Rivian Automotive, Inc.
-9.57%
-$2,957.57 
AAPL Apple Inc.
-7.35%
-$7,895.44 
GORO Gold Resource Corporation
-6.73%
-$439.5 
SYK Stryker Corporation
-6.42%
-$2,234 
LIN Linde plc
-5.95%
-$4,236.4 
OKLO Oklo Inc.
-5.5%
-$4.52 
WVVI Willamette Valley Vineyards Inc.
-4.87%
-$13 
BMNR Bitmine Immersion Technologies, Inc.
-4.42%
-$240 
SPOT Spotify Technology S.A.
-4.34%
-$249.37 
IBIT iShares Bitcoin Trust
-2.89%
-$11.66 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$45.1 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$393.25 
ETH Ethan Allen Interiors Inc
-2.84%
-$14.04 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$7.68 
QCOM QUALCOMM Incorporated
-2.63%
-$399 
NNDM Nano Dimension Ltd.
-2.6%
-$40 
UUUU Energy Fuels Inc.
-2.31%
-$81 
SLV iShares Silver Trust
-2.13%
-$380.76 
BMBL Bumble Inc.
-2.06%
-$3 
LOCL Local Bounti Corporation
-1.96%
-$20 
AMD Advanced Micro Devices, Inc.
-1.9%
-$1,958.88 
ILIT iShares Lithium Miners and Producers ETF
-1.82%
-$1.5 
URA Global X Uranium ETF
-1.64%
-$34.45 
BBAI BigBear.ai Holdings Inc.
-1.41%
-$40 
LUV Southwest Airlines Co.
-1.38%
-$23.94 
CRML Critical Metals Corp.
-1.26%
-$7 
F Ford Motor Company
-1.21%
-$25.2 
MBOT Microbot Medical Inc.
-1.15%
-$0.02 
LOW Lowe's Companies Inc.
-1.08%
-$138.47 
BWA BorgWarner Inc.
-1.04%
-$80.4 
INTC Intel Corporation
-1.02%
-$634.26 
XOM Exxon Mobil Corporation
-0.97%
-$3,139.56 
GEF Greif Inc.
-0.87%
-$67.64 
ATO Atmos Energy Corporation
-0.85%
-$93.24 
GILD Gilead Sciences Inc.
-0.81%
-$169.06 
KMB Kimberly-Clark Corporation
-0.8%
-$331.76 
ALV Autoliv, Inc.
-0.8%
-$160.38 
PYPL PayPal Holdings Inc
-0.76%
-$4.4 
PM Philip Morris International Inc.
-0.61%
-$100.3 
ROST Ross Stores, Inc.
-0.59%
-$426 
SBUX Starbucks Corporation
-0.57%
-$240 
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$0.7 
IEV iShares Europe ETF
-0.44%
-$1.98 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$222.3 
HD The Home Depot, Inc.
-0.42%
-$107.03 
LII Lennox International Inc.
-0.38%
-$208.81 
MDT Medtronic plc
-0.37%
-$789.76 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,356.08 
CCI Crown Castle Inc.
-0.27%
-$26.46 
CENX Century Aluminum Company
-0.24%
-$10.23 
COST Costco Wholesale Corporation
-0.24%
-$467.39 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$123.9 
MKC McCormick & Company, Incorporated
-0.12%
-$34.8 
XEL Xcel Energy Inc.
-0.04%
-$114.24 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$1,506.4 Events
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Dividends
Dividend Analysis
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| Trades 535 | Longs Won 305/535 57% | Profit Factor 2.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $419,698.97 |
| Average Win $74,424.41 | Best Trade (Jun 30) $8.61M | Sharpe Ratio -9.33 |
| Average Loss -$46,577.51 | Worst Trade (Mar 31) -$1.86M | Z-Score 0.11 (8.84%) |
| Commissions $0 | Avg. Trade Length 7m 1w 4d | Expectancy $22,406.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.02% | 0.16% | 0.75% | 2.46% | 6.53% | 14.87% | 30.35% | 56.95% |
| Consecutive Losing Trades | 456 | 410 | 364 | 319 | 273 | 228 | 182 | 137 | 91 | 46 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 322 | $66,138.11 | $99,469.02 | - | $33,330.91 | 50.4% | -7.354% |
| ALLE Allegion plc | 66 | $8,625 | $10,388.4 | - | $1,763.4 | 20.45% | +0.216% |
| ALV Autoliv, Inc. | 162 | $16,371.56 | $19,953.54 | - | $3,581.98 | 21.88% | -0.797% |
| AMD Advanced Micro Devices, Inc. | 212 | $30,083.07 | $100,943.8 | - | $70,860.73 | 235.55% | -1.904% |
| AMZN Amazon.com Inc | 187 | $41,604.68 | $50,785.46 | - | $9,180.78 | 22.07% | +15.321% |
| APA APA Corporation | 344 | $6,291.67 | $12,838.08 | - | $6,546.41 | 104.05% | +2.725% |
| ATO Atmos Energy Corporation | 63 | $9,767.7 | $10,885.14 | - | $1,117.44 | 11.44% | -0.849% |
| BAC Bank of America Corporation | 502 | $23,802.22 | $31,098.9 | - | $7,296.68 | 30.66% | +0.356% |
| BBAI BigBear.ai Holdings Inc. | 1,000 | $6,790 | $2,790 | - | -$4,000 | -58.91% | -1.413% |
| BMBL Bumble Inc. | 50 | $330 | $142.5 | - | -$187.5 | -56.82% | -2.062% |
| BMNR Bitmine Immersion Technologies, Inc. | 300 | $15,579 | $5,184 | - | -$10,395 | -66.72% | -4.425% |
| BP BP p.l.c. Sponsored ADR | 330 | $9,871 | $14,922.6 | - | $5,051.6 | 51.18% | +2.261% |
| BTC Grayscale Bitcoin Mini Trust ETF | 55 | $2,303 | $1,529.55 | - | -$773.45 | -33.58% | -2.864% |
| BWA BorgWarner Inc. | 120 | $3,815.12 | $7,648.8 | - | $3,833.68 | 100.49% | -1.04% |
| CCI Crown Castle Inc. | 126 | $12,949 | $9,613.8 | - | -$3,335.2 | -25.76% | -0.274% |
| CENX Century Aluminum Company | 93 | $5,459 | $4,163.61 | - | -$1,295.39 | -23.73% | -0.245% |
| COIN Coinbase Global, Inc. | 35 | $8,691 | $5,119.1 | - | -$3,571.9 | -41.1% | -10.588% |
| COST Costco Wholesale Corporation | 205 | $199,561.93 | $195,137.45 | - | -$4,424.48 | -2.22% | -0.239% |
| COTY Coty Inc. | 30 | $209 | $82.5 | - | -$126.5 | -60.53% | +2.23% |
| CRML Critical Metals Corp. | 100 | $694 | $549 | - | -$145 | -20.89% | -1.259% |
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FAQ
Which stocks have generated the highest profits for Philip H. Luccock?
The largest contributions to the portfolio's profits come from the following stocks: Rheinmetall AG Unsponsored ADR - $8.74M, BAE Systems plc - $1.41M, VanEck Junior Gold Miners ETF - $1.17M, JPMorgan U.S. Tech Leaders ETF - $1.17M, and Amplify Junior Silver Miners ETF - $977,228.23. 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: Schwab U.S. Large-Cap Growth ETF - $1.7M, JPMorgan Nasdaq Equity Premium Income ETF - $1.48M, State Street Technology Select Sector SPDR ETF - $1.34M, SPDR S&P 500 ETF Trust - $1.19M, and BlackRock U.S. Carbon Transition Readiness ETF - $824,188.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Philip H. Luccock's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.03M earned over time. The largest contributors to dividend income include ICON Flexible Bond Fund Investor Class - $1.03M, Fidelity Low Duration Bond ETF - $532,941.15, JPMorgan Nasdaq Equity Premium Income ETF - $380,553.23, JPMorgan Ultra-Short Income ETF - $374,373.52, and MainStay MacKay Short Duration High Yield Fund, Class A - $223,872.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Philip H. Luccock's monthly returns?
Philip H. Luccock'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 Philip H. Luccock's strategy be considered aggressive or moderate?
Philip H. Luccock'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 Philip H. Luccock's strategy?
Philip H. Luccock'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.
