DEANE RETIREMENT STRATEGIES, INC.

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

Deane Retirement Strategies is based out of New Orleans. Deane Retirement Strategies is a large advisory firm with 137 clients and discretionary assets under management (AUM) of $135,519,210 (Form ADV from 2018-02-28). Their last reported 13F filing for Q4 2018 included $109,984,000 in managed 13F securities and a top 10 holdings concentration of 63.6%. Deane Retirement Strategies's largest holding is iShares Core U.S. Treasury Bond ETF with shares held of 528,292. Deane Retirement Strategies has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 17 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $109.984 Million
  • Prior Market Value $110.788 Million
  • New Purchases11 stocks
  • Additional Purchases14 stocks
  • Sold out of13 stocks
  • Reduced holdings in14 stocks
  • Top 10 Holdings % 63.60 %
  • Turnover % [1]:42.11%
  • Turnover Alt % [2]: 50.72 %
  • Time Held Top20:1.20 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:6.41 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -4.81%
Performance Last 4 Quarters: 3.14%
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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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)

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: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 35,026,600
Total Number of Clients: 137
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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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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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

WhaleScore history for DEANE RETIREMENT STRATEGIES, INC.

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