BD
Billy DeFrance Portfolio
Invests via Lauterbach Financial Advisors LLC | Managed by Billy DeFrance
Invests via Lauterbach Financial Advisors LLC
Managed by Billy DeFrance
Automatically Tracked
Billy DeFrance Profile
Billy DeFrance leverages an extensive career in technology commercialization and entrepreneurship, driving innovation within competitive markets. His expertise spans several sectors where he has successfully launched startups that blend cutting-edge technology with consumer-centric solutions. Known for his agile leadership style, he fosters environments that empower teams to develop transformative products aligned with emerging market trends. In addition to founding companies, Billy frequently collaborates with investors and strategic partners, navigating complex negotiations and enhancing the growth trajectories of budding ventures. This diverse background uniquely positions him as a significant player in shaping future entrepreneurial landscapes.
Billy DeFrance leverages an extensive career in technology commercialization and entrepreneurship, driving innovation within competitive markets. His expertise spans several sectors where he has successfully launched startups that blend cutting-edge technology with consumer-centric solutions. Known for his agile leadership style, he fosters environments that empower teams to develop transformative products aligned with emerging market trends. In addition to founding companies, Billy frequently collaborates with investors and strategic partners, navigating complex negotiations and enhancing the growth trajectories of budding ventures. This diverse background uniquely positions him as a significant player in shaping future entrepreneurial landscapes.
Investment Philosophy & Strategy
In the dynamic realm of entrepreneurship, Billy DeFrance identifies transformative opportunities at the intersection of technology and consumer demand. His hands-on experience with startups positions him to exploit market inefficiencies, driving innovation that addresses evolving needs. By cultivating collaborative relationships with investors and strategic allies, he seeks to enhance growth potential while championing agile methodologies across his ventures. This approach allows for rapid adaptation in competitive landscapes, enabling teams to pivot quickly as new trends arise. Through this blend of strategic foresight and operational agility, a distinctive investment mindset emerges—one focused on scalable solutions poised for significant impact.
In the dynamic realm of entrepreneurship, Billy DeFrance identifies transformative opportunities at the intersection of technology and consumer demand. His hands-on experience with startups positions him to exploit market inefficiencies, driving innovation that addresses evolving needs. By cultivating collaborative relationships with investors and strategic allies, he seeks to enhance growth potential while championing agile methodologies across his ventures. This approach allows for rapid adaptation in competitive landscapes, enabling teams to pivot quickly as new trends arise. Through this blend of strategic foresight and operational agility, a distinctive investment mindset emerges—one focused on scalable solutions poised for significant impact.
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:
46.07%
Gain +0.62%
Monthly
0.63%
Yearly
7.86%
Drawdown
15.87%
$229.71M
Equity
Holdings
$229.71M
Investment
$150.42M
$81.33M
Profit +$1.76M
Realized
$2.04M
Unrealized
$79.29M
Dividends
$11.19M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.62%
Profit
$1.76M
Win %
86%
This Week
Compared To Last Week
Gain
0.37%
Profit
$840,734.59
Win %
86%
This Month
Compared to last month
Gain
0.61%
Profit
$1.4M
Win %
86%
This Year
Compared to last year
Gain
12.35%
Profit
$25.25M
Win %
86%
GEV GE Vernova Inc.
+3.65%
+$21,772.99 
GS The Goldman Sachs Group, Inc.
+2.61%
+$39,191.51 
JPM JPMorgan Chase & Co.
+2.3%
+$206,860.51 
SYK Stryker Corporation
+2.11%
+$5,167.99 
GIS General Mills, Inc.
+2.04%
+$8,832 
TSLA Tesla, Inc.
+1.88%
+$9,156.11 
PAYC Paycom Software, Inc.
+1.64%
+$6,642.34 
WFC Wells Fargo & Company
+1.64%
+$11,541.15 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.35%
+$130,844.55 
C Citigroup Inc.
+1.27%
+$3,123.74 
DVY iShares Select Dividend ETF
+1.2%
+$3,365.2 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$9,523.8 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$7,613.11 
JNJ Johnson & Johnson
+1.07%
+$8,119.2 
V Visa Inc. Class A
+1.03%
+$2,204.24 
MPC Marathon Petroleum Corporation
+1.03%
+$9,591.72 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$17,664 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$271,441.53 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$39,268.71 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$129,063.33 
IWM iShares Russell 2000 ETF
+0.9%
+$3,743.98 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$2,407.14 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$30,676.98 
PG Procter & Gamble Co
+0.85%
+$12,724.44 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$2,009.62 
IUSV iShares Core S&P U.S. Value ETF
+0.8%
+$3,234.87 
GM General Motors Company
+0.79%
+$2,466.56 
GE General Electric Company
+0.75%
+$6,578.58 
AVUS Avantis U.S. Equity ETF
+0.69%
+$4,848.51 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$8,174.02 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$374,946.3 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$23,009.28 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$4,204.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$20,700 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$10,885.27 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$10,151.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$3,659.78 
VGT Vanguard Information Technology ETF
+0.6%
+$4,407.2 
DFIV Dimensional International Value ETF
+0.58%
+$87,491.95 
IVV iShares Core S&P 500 ETF
+0.58%
+$2,721.91 
VOO Vanguard S&P 500 ETF
+0.58%
+$2,747.08 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$2,009.25 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$3,911.53 
FNDC Schwab Fundamental International Small Company Index ETF
+0.56%
+$2,329.04 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$2,575.61 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$46,893 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$2,662.28 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$3,024.04 
WMT Walmart Inc.
+0.45%
+$3,078.7 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$5,695.38 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$71,405.09 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$11,645.69 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$940.5 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$12,026.52 
DUHP Dimensional US High Profitability ETF
+0.39%
+$2,108.16 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$3,383.28 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$1,562.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,158 
DRI Darden Restaurants, Inc.
+0.31%
+$3,168 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$1,297.5 
XOM Exxon Mobil Corporation
+0.28%
+$7,536.62 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$1,060.5 
PFE Pfizer Inc.
+0.15%
+$1,849.96 
NVDA NVIDIA Corporation
+0.14%
+$5,891.77 
MSFT Microsoft Corp.
+0.1%
+$1,062 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$371.7 
PANW Palo Alto Networks, Inc.
+0.03%
+$300.23 
SHV iShares Short Treasury Bond ETF
+0.02%
+$48.3 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
INVZ Innoviz Technologies Ltd.
-4.09%
-$851.93 
STRV Strive 500 ETF
-1.56%
-$5,484.88 
AAPL Apple Inc.
-1.52%
-$43,429.5 
AMZN Amazon.com Inc
-1.23%
-$16,389.52 
UBER Uber Technologies, Inc.
-1.12%
-$6,813.3 
IBM International Business Machines Corporation
-0.96%
-$1,888.53 
HAL Halliburton Company
-0.43%
-$3,338.97 
COIN Coinbase Global, Inc.
-0.42%
-$745.7 
NVO Novo Nordisk A/S Sponsored ADR
-0.16%
-$551.39 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$1,837.57 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$115.31 Events
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Dividends
Dividend Analysis
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| Trades 776 | Longs Won 573/776 73% | Profit Factor 21.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $785,731.56 |
| Average Win $148,878.2 | Best Trade (Jun 12) $16.97M | Sharpe Ratio -18.21 |
| Average Loss -$19,605.52 | Worst Trade (Jun 11) -$847,380 | Z-Score 22.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 3d | Expectancy $104,803.2 |
| 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% | 0.03% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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