DEANE RETIREMENT STRATEGIES, INC.

HTTPS://FACEBOOK.COM/DEANERETIRE/ NEW ORLEANS, LA Investment Advisor How do I update this listing?

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Deane Retirement Strategies is based out of New Orleans. Deane Retirement Strategies is a large advisory firm with 142 clients and discretionary assets under management (AUM) of $155,053,525 (Form ADV from 2020-05-15). Their last reported 13F filing for Q1 2021 included $185,676,000 in managed 13F securities and a top 10 holdings concentration of 50.44%. Deane Retirement Strategies's largest holding is iShares TIPS Bond ETF with shares held of 157,875. Deane Retirement Strategies has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 26 13F filings

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03/31/2021

13F Activity

  • Market Value $185.676 Million
  • Prior Market Value $164.097 Million
  • New Purchases19 stocks
  • Additional Purchases24 stocks
  • Sold out of25 stocks
  • Reduced holdings in6 stocks
  • Top 10 Holdings % 50.44 %
  • Turnover % [1]:70.97%
  • Turnover Alt % [2]: 43.92 %
  • Time Held Top20:0.70 quarters
  • Time Held Top10:1.10 quarters
  • Time Held All:5.87 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: -0.92%
Performance Last 4 Quarters: 3.97%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

DEANE RETIREMENT STRATEGIES, INC.
2065 ENERGY CENTRE 1100 POYDRAS STREET
NEW ORLEANS LA    70163
Country: United States

Business Phone: 504-582-2345
Fax: 504-582-2346
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: LA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 46,386,900
Total Number of Clients: 142
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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DEANE RETIREMENT STRATEGIES, INC.

ownership team - last updated 2020-05-15
Name Title Start Date Direct/Indirect % Ownership
DEANE, LINDA, LABORDE PRESIDENT/CHIEF COMPLIANCE OFFICER 03/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
LINDA LABORDE DEANE, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-03-01
TILLERY, TODD, CULLEN SECRETARY / TREASURER / DIRECTOR 01/01/2020 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DEANE RETIREMENT STRATEGIES, INC. SECRETARY / TREASURER / DIRECTOR direct 2020-01-01
DEANE, KEITH, LABORDE DIRECTOR 01/01/2020 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DEANE RETIREMENT STRATEGIES, INC. DIRECTOR direct 2020-01-01

DEANE RETIREMENT STRATEGIES, INC.

ownership team - last updated 2020-02-14
Name Title Start Date Direct/Indirect % Ownership

DEANE RETIREMENT STRATEGIES, INC.

ownership team - last updated 2019-02-05
Name Title Start Date Direct/Indirect % Ownership
DEANE, LINDA, LABORDE PRESIDENT/CHIEF COMPLIANCE OFFICER 03/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
LINDA LABORDE DEANE, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-03-01
DEANE, ROBERT, BRYAN SECRETARY 03/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINDA LABORDE DEANE, INC. SECRETARY direct 1993-03-01

DEANE RETIREMENT STRATEGIES, INC.

ownership team - last updated 2017-10-30
Name Title Start Date Direct/Indirect % Ownership
DEANE, LINDA, LABORDE PRESIDENT/CHIEF COMPLIANCE OFFICER 03/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
LINDA LABORDE DEANE, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-03-01
DEANE, ROBERT, BRYAN SECRETARY 03/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINDA LABORDE DEANE, INC. SECRETARY direct 1993-03-01

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