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:
81.78%
Gain +0.08%
Monthly
1.15%
Yearly
14.79%
Drawdown
22.7%
$233.69M
Equity
Holdings
$233.69M
Investment
$155.41M
$82.3M
Profit +$114,573.03
Realized
$3.76M
Unrealized
$78.54M
Dividends
$12.26M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$114,573.03
Win %
82%
This Week
Compared To Last Week
Gain
0.46%
Profit
$1.07M
Win %
82%
This Month
Compared to last month
Gain
0.82%
Profit
$1.9M
Win %
82%
This Year
Compared to last year
Gain
0.78%
Profit
$1.83M
Win %
83%
GM General Motors Company
+3.75%
+$12,622.72 
SYK Stryker Corporation
+2.93%
+$7,888.01 
NVO Novo Nordisk A/S Sponsored ADR
+2.6%
+$10,161.33 
WMT Walmart Inc.
+1.22%
+$7,684 
MSFT Microsoft Corp.
+1.09%
+$11,283.72 
AAPL Apple Inc.
+0.94%
+$25,096.89 
GE General Electric Company
+0.55%
+$4,985.67 
JPM JPMorgan Chase & Co.
+0.31%
+$31,242.89 
JNJ Johnson & Johnson
+0.29%
+$2,483.49 
NVDA NVIDIA Corporation
+0.25%
+$12,639.75 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$766.4 
SHOC SHOC US Semiconductor Equity ETF
+0.04%
+$99.55 
PG Procter & Gamble Co
+0.02%
+$253.9 
XOM Exxon Mobil Corporation
+0.01%
+$171.14 
AVDE Avantis International Equity ETF
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSVO EA Bridgeway Omni Small-Cap Value Fund
0%
$0 
C Citigroup Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
+$0.04 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
DRI Darden Restaurants, Inc.
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
FNDC Schwab Fundamental International Small Company Index ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
-$0.01 
GEV GE Vernova Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.02 
HAL Halliburton Company
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGPT Invesco AI and Next Gen Software ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$0.2 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
$0 
KO The Coca-Cola Company
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MPC Marathon Petroleum Corporation
0%
-$0.04 
MU Micron Technology, Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PAYC Paycom Software, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
+$0.01 
SHV iShares Short Treasury Bond ETF
0%
$0 
STXF Strive 500 ETF
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.02 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
WFC Wells Fargo & Company
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 899 | Longs Won 658/899 73% | Profit Factor 20.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $726,972.98 |
| Average Win $131,539.66 | Best Trade (Jul 29) $16.61M | Sharpe Ratio -8.95 |
| Average Loss -$17,634.88 | Worst Trade (Jul 29) -$529,363.34 | Z-Score 19.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 1d | Expectancy $91,549.6 |
| 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% | 0.02% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
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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FAQ
Which stocks have generated the highest profits for Billy DeFrance?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $2.7M, Dimensional US Targeted Value ETF - $1.8M, Dimensional International Value ETF - $1.77M, Dimensional World ex U.S. Core Equity 2 ETF - $1.57M, and Dimensional US Marketwide Value ETF - $1.34M. 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: Paycom Software, Inc - $277,480.57, Coinbase Global, Inc - $138,401.55, Innoviz Technologies Ltd - $112,655.75, Starbucks Corporation - $64,664.67, and 3M Company - $35,448.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Billy DeFrance's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.26M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $2.14M, Dimensional World ex U.S. Core Equity 2 ETF - $1.61M, Dimensional International Value ETF - $1.61M, Dimensional US Targeted Value ETF - $1.37M, and Dimensional US Marketwide Value ETF - $744,375.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Billy DeFrance's monthly returns?
Billy DeFrance's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Billy DeFrance's strategy be considered aggressive or moderate?
Billy DeFrance's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Billy DeFrance's strategy?
Billy DeFrance's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
