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:
8.45%
Gain +0.02%
Monthly
0.38%
Yearly
4.64%
Drawdown
6.96%
$21.27M
Equity
Holdings
$21.27M
Investment
$19.89M
$12.04M
Profit +$18,898.29
Realized
$10.66M
Unrealized
$1.38M
Dividends
$4.08M
Goals
Avg. 79.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$18,898.29
Win %
62%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$3,521.48
Win %
62%
This Month
Compared to last month
Gain
0.93%
Profit
$195,133.94
Win %
62%
This Year
Compared to last year
Gain
2.95%
Profit
$608,696.15
Win %
64%
CRML Critical Metals Corp.
+9.19%
+$57.5 
COTY Coty Inc.
+8.5%
+$7.5 
COIN Coinbase Global, Inc.
+5.73%
+$346.85 
BMNR Bitmine Immersion Technologies, Inc.
+5.35%
+$357 
BBAI BigBear.ai Holdings Inc.
+5.05%
+$110.1 
IOT Samsara Inc. Class A Common Stock
+4.22%
+$860 
KMB Kimberly-Clark Corporation
+4.15%
+$1,553.96 
SYK Stryker Corporation
+4.09%
+$1,152 
TMO Thermo Fisher Scientific Inc.
+3.9%
+$2,364.3 
HD The Home Depot, Inc.
+3.85%
+$875.48 
RCAT Red Cat Holdings, Inc.
+3.81%
+$54 
LOW Lowe's Companies Inc.
+3.77%
+$433.4 
HIMS Hims & Hers Health, Inc.
+3.46%
+$96 
LOCL Local Bounti Corporation
+3.44%
+$32.3 
QCOM QUALCOMM Incorporated
+3.4%
+$587 
PHIN Phinia Inc.
+3.38%
+$45.36 
GILD Gilead Sciences Inc.
+3.28%
+$794.74 
LUV Southwest Airlines Co.
+3.2%
+$47.88 
SBUX Starbucks Corporation
+3.08%
+$1,148 
SLV iShares Silver Trust
+2.87%
+$480.96 
CENX Century Aluminum Company
+2.86%
+$88.35 
GEHC GE HealthCare Technologies Inc.
+2.8%
+$7.66 
OKLO Oklo Inc.
+2.46%
+$1.43 
LII Lennox International Inc.
+2.41%
+$1,118.53 
F Ford Motor Company
+2.32%
+$39.2 
USB U.S. Bancorp
+2.31%
+$2,870.4 
ALV Autoliv, Inc.
+2.3%
+$422.82 
UUUU Energy Fuels Inc.
+2.16%
+$54 
DIS The Walt Disney Company
+2.13%
+$1,132.16 
MKC McCormick & Company, Incorporated
+2.1%
+$545.2 
ROST Ross Stores, Inc.
+1.99%
+$1,300.58 
GORO Gold Resource Corporation
+1.71%
+$161.15 
MCD McDonald's Corporation
+1.7%
+$1,179.68 
ALLE Allegion plc
+1.66%
+$167.31 
MDT Medtronic plc
+1.65%
+$3,825.4 
PYPL PayPal Holdings Inc
+1.61%
+$9.05 
GEF Greif Inc.
+1.6%
+$111.25 
T AT&T Inc.
+1.56%
+$622.8 
XAR SPDR S&P Aerospace & Defense ETF
+1.48%
+$65 
URA Global X Uranium ETF
+1.38%
+$25.97 
SPOT Spotify Technology S.A.
+1.37%
+$79.2 
PPLT abrdn Physical Platinum Shares ETF
+1.35%
+$1.95 
SHLD Global X Defense Tech ETF
+1.33%
+$387.17 
IEV iShares Europe ETF
+1.3%
+$5.49 
MSFT Microsoft Corp.
+1.28%
+$246.6 
SDY SPDR S&P Dividend ETF
+1.28%
+$6,009.92 
GM General Motors Company
+1.28%
+$33.01 
DHX DHI Group, Inc.
+1.22%
+$57 
NNDM Nano Dimension Ltd.
+1.22%
+$17.2 
GE General Electric Company
+1.14%
+$45.56 
RIVN Rivian Automotive, Inc.
+1.04%
+$248 
CCI Crown Castle Inc.
+1.02%
+$102.06 
IBIT iShares Bitcoin Trust
+0.94%
+$4.79 
GBTC Grayscale Bitcoin Trust ETF
+0.9%
+$155.37 
ETH Ethan Allen Interiors Inc
+0.84%
+$5.26 
MO Altria Group, Inc.
+0.8%
+$1,667.25 
BAC Bank of America Corporation
+0.77%
+$198.29 
SPLV Invesco S&P 500 Low Volatility ETF
+0.53%
+$318.01 
GOOGL Alphabet Inc
+0.5%
+$666 
AMZN Amazon.com Inc
+0.5%
+$235.62 
DEMZ Democratic Large Cap Core ETF
+0.49%
+$253.81 
SCHB Schwab U.S. Broad Market ETF
+0.47%
+$386.96 
BWA BorgWarner Inc.
+0.44%
+$31.2 
NOC Northrop Grumman Corporation
+0.43%
+$113.42 
GOOG Alphabet Inc
+0.42%
+$30.24 
LIN Linde plc
+0.34%
+$235.2 
PG Procter & Gamble Co
+0.27%
+$152.88 
FLDR Fidelity Low Duration Bond ETF
+0.17%
+$12,802.19 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.17%
+$0.96 
COST Costco Wholesale Corporation
+0.15%
+$295.73 
VZ Verizon Communications Inc.
+0.15%
+$79.3 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.08%
+$73.6 
ATO Atmos Energy Corporation
+0.06%
+$5.67 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$2,981.46 
JNJ Johnson & Johnson
+0.01%
+$26.73 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
DELL Dell Technologies Inc.
-8.46%
-$1,289.4 
WVVI Willamette Valley Vineyards Inc.
-4.76%
-$10 
PSX Phillips 66
-3.5%
-$4,528.35 
MBOT Microbot Medical Inc.
-3.19%
-$0.03 
TT Trane Technologies plc
-3.11%
-$2,928 
SCHW Charles Schwab Corporation
-2.86%
-$2.77 
PM Philip Morris International Inc.
-2.8%
-$489.6 
INTC Intel Corporation
-2.4%
-$1,602.7 
GEV GE Vernova Inc.
-1.85%
-$52.41 
PWRD TCW Transform Systems ETF
-1.61%
-$907.32 
XOM Exxon Mobil Corporation
-1.56%
-$5,663.52 
NVDA NVIDIA Corporation
-1.39%
-$7,733.62 
OXY Occidental Petroleum Corporation
-1.38%
-$1,570.8 
AMD Advanced Micro Devices, Inc.
-1.28%
-$1,544.43 
SOXX iShares Semiconductor ETF
-1.16%
-$151.12 
DVN Devon Energy Corporation
-1.06%
-$8.48 
ILIT iShares Lithium Miners and Producers ETF
-1.05%
-$0.7 
BMBL Bumble Inc.
-0.64%
-$1.92 
BP BP p.l.c. Sponsored ADR
-0.57%
-$92.4 
NDSN Nordson Corporation
-0.47%
-$153 
PLTR Palantir Technologies Inc.
-0.37%
-$3,846.29 
RTX RTX Corporation
-0.36%
-$698.36 
XEL Xcel Energy Inc.
-0.28%
-$818.72 
MRK Merck & Co., Inc.
-0.24%
-$63.36 
APA APA Corporation
-0.13%
-$20.64 
AAPL Apple Inc.
-0.06%
-$67.62 Events
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Dividends
Dividend Analysis
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| Trades 535 | Longs Won 300/535 56% | Profit Factor 2.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $419,774.38 |
| Average Win $76,051.76 | Best Trade (Jun 30) $8.61M | Sharpe Ratio -9.33 |
| Average Loss -$45,864.38 | Worst Trade (Mar 31) -$1.86M | Z-Score -1.06 (71.06%) |
| Commissions $0 | Avg. Trade Length 7m 3w 1d | Expectancy $22,499.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.02% | 0.15% | 0.72% | 2.41% | 6.41% | 14.69% | 30.12% | 56.75% |
| Consecutive Losing Trades | 464 | 417 | 371 | 325 | 278 | 232 | 185 | 139 | 93 | 46 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 322 | $66,138.11 | $110,365.5 | - | $44,227.39 | 66.87% | -0.061% |
| ALLE Allegion plc | 66 | $8,625 | $10,232.31 | - | $1,607.31 | 18.64% | +1.662% |
| ALV Autoliv, Inc. | 162 | $16,371.56 | $18,835.74 | - | $2,464.18 | 15.05% | +2.296% |
| AMD Advanced Micro Devices, Inc. | 212 | $30,083.07 | $119,469.41 | - | $89,386.34 | 297.13% | -1.276% |
| AMZN Amazon.com Inc | 187 | $41,604.68 | $47,748.58 | - | $6,143.9 | 14.77% | +0.496% |
| APA APA Corporation | 344 | $6,291.67 | $16,274.64 | - | $9,982.97 | 158.67% | -0.127% |
| ATO Atmos Energy Corporation | 63 | $9,767.7 | $10,333.89 | - | $566.19 | 5.8% | +0.055% |
| BAC Bank of America Corporation | 502 | $23,802.22 | $25,996.07 | - | $2,193.85 | 9.22% | +0.769% |
| BBAI BigBear.ai Holdings Inc. | 1,000 | $6,790 | $2,290.1 | - | -$4,499.9 | -66.27% | +5.05% |
| BMBL Bumble Inc. | 50 | $330 | $296.58 | - | -$33.42 | -10.13% | -0.643% |
| BMNR Bitmine Immersion Technologies, Inc. | 300 | $15,579 | $7,032 | - | -$8,547 | -54.86% | +5.348% |
| BP BP p.l.c. Sponsored ADR | 330 | $9,871 | $16,014.9 | - | $6,143.9 | 62.24% | -0.574% |
| BTC Grayscale Bitcoin Mini Trust ETF | 55 | $2,303 | $2,303 | - | - | - | 0.0 |
| BWA BorgWarner Inc. | 120 | $3,815.12 | $7,051.2 | - | $3,236.08 | 84.82% | +0.444% |
| CCI Crown Castle Inc. | 126 | $12,949 | $10,103.94 | - | -$2,845.06 | -21.97% | +1.02% |
| CENX Century Aluminum Company | 93 | $5,459 | $3,177.81 | - | -$2,281.19 | -41.79% | +2.86% |
| COIN Coinbase Global, Inc. | 35 | $8,691 | $6,398 | - | -$2,293 | -26.38% | +5.732% |
| COST Costco Wholesale Corporation | 205 | $199,561.93 | $201,605.73 | - | $2,043.8 | 1.02% | +0.147% |
| COTY Coty Inc. | 30 | $209 | $95.7 | - | -$113.3 | -54.21% | +8.503% |
| CRML Critical Metals Corp. | 100 | $694 | $683.5 | - | -$10.5 | -1.51% | +9.185% |
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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 $4.08M 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 Ultra-Short Income ETF - $399,963.39, JPMorgan Nasdaq Equity Premium Income ETF - $380,553.23, 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 appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Philip H. Luccock's strategy be considered aggressive or moderate?
Philip H. Luccock's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental 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.
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