Cheryl Smith Portfolio
Invests via DB Fitzpatrick & Co Inc. | Managed by Casey Macomb
Invests via DB Fitzpatrick & Co Inc.
Managed by Casey Macomb
Automatically Tracked
Cheryl Smith Profile
With a robust background in consumer goods and brand management, Cheryl Smith has carved out a reputation as an influential leader in the industry. Over her extensive career, she has directed innovative marketing strategies that not only increased market share but also resonated with evolving consumer preferences. As the former Chief Marketing Officer of a major multinational corporation, her strategic insights contributed significantly to brand rejuvenation initiatives and revenue growth trajectories. Additionally, Smith's experience working closely with cross-functional teams equips her to drive organizational alignment towards shared goals effectively. Her presence in boardrooms signals an important bridge between operational excellence and market foresight.
With a robust background in consumer goods and brand management, Cheryl Smith has carved out a reputation as an influential leader in the industry. Over her extensive career, she has directed innovative marketing strategies that not only increased market share but also resonated with evolving consumer preferences. As the former Chief Marketing Officer of a major multinational corporation, her strategic insights contributed significantly to brand rejuvenation initiatives and revenue growth trajectories. Additionally, Smith's experience working closely with cross-functional teams equips her to drive organizational alignment towards shared goals effectively. Her presence in boardrooms signals an important bridge between operational excellence and market foresight.
Investment Philosophy & Strategy
The consumer landscape is ever-evolving, and Cheryl Smith approaches investment decisions with a keen understanding of market dynamics. Leveraging her rich experience in brand management, she identifies opportunities that capitalize on shifting consumer behaviors and preferences. Her operational expertise allows for strategic allocation of resources towards businesses that demonstrate strong growth potential and sustainable competitive advantages. With a focus on innovation-driven companies, she seeks out investments poised for disruption while maintaining an eye on the larger economic environment. This combination of deep industry insight and entrepreneurial spirit empowers her to navigate complex markets effectively.
The consumer landscape is ever-evolving, and Cheryl Smith approaches investment decisions with a keen understanding of market dynamics. Leveraging her rich experience in brand management, she identifies opportunities that capitalize on shifting consumer behaviors and preferences. Her operational expertise allows for strategic allocation of resources towards businesses that demonstrate strong growth potential and sustainable competitive advantages. With a focus on innovation-driven companies, she seeks out investments poised for disruption while maintaining an eye on the larger economic environment. This combination of deep industry insight and entrepreneurial spirit empowers her to navigate complex markets effectively.
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:
29.88%
Gain -0.33%
Monthly
0.13%
Yearly
1.53%
Drawdown
19.52%
$114.57M
Equity
Holdings
$114.57M
Investment
$109.07M
$5.89M
Profit -$337,806.86
Realized
-$247,796.99
Unrealized
$6.13M
Dividends
$9.58M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$337,806.86
Win %
73%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$279,404.56
Win %
73%
This Month
Compared to last month
Gain
-0.16%
Profit
-$177,656.95
Win %
73%
This Year
Compared to last year
Gain
-0.9%
Profit
-$1.04M
Win %
73%
MU Micron Technology, Inc.
+2.98%
+$62.4 
AMGN Amgen Inc.
+2.77%
+$41,905.76 
INTU Intuit Inc.
+2.04%
+$14,260.83 
UNH UnitedHealth Group Incorporated
+1.89%
+$36,827.19 
DHR Danaher Corporation
+1.53%
+$42,556.8 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$38,069.32 
ELV Elevance Health, Inc.
+1.43%
+$28,684.4 
PINS Pinterest, Inc. Class A
+1.3%
+$14.3 
WM Waste Management, Inc.
+1.28%
+$21,806.68 
RSG Republic Services, Inc.
+1.05%
+$26,493.88 
CNC Centene Corporation
+0.93%
+$15 
NFLX Netflix, Inc.
+0.85%
+$16.96 
CB Chubb Limited
+0.79%
+$12,642.46 
V Visa Inc. Class A
+0.79%
+$16,584.03 
MELI MercadoLibre, Inc.
+0.71%
+$13,378 
MOH Molina Healthcare Inc.
+0.68%
+$6.6 
VFIAX Vanguard 500 Index Fund Admiral Shares
+0.59%
+$3,170.13 
INTC Intel Corporation
+0.58%
+$39 
SWPPX Schwab S&P 500 Index Fund
+0.55%
+$18.26 
ROKU Roku, Inc.
+0.41%
+$9.45 
ADSK Autodesk, Inc.
+0.35%
+$3,125.01 
SYK Stryker Corporation
+0.28%
+$4,745.47 
ED Consolidated Edison, Inc.
+0.28%
+$64.38 
ORLY O'Reilly Automotive Inc.
+0.13%
+$1,717.54 
UPS United Parcel Service, Inc.
+0.06%
+$7.74 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$325.68 7846
78462F103
0%
$0 8857
88579Y101
0%
$0 1113
11135F101
0%
$0 G291
G29183103
0%
$0 2817
28176E108
0%
$0 3495
34959E109
0%
$0 H290
H2906T109
0%
$0 7946
79466L302
0%
$0 8816
88160R101
0%
$0 9898
98980G102
0%
$0 2278
22788C105
0%
$0 8068
80687P106
0%
$0 9220
92206C599
0%
$0 7695
76954A103
0%
$0 0886
08862E109
0%
$0 
CAT Caterpillar Inc.
-5.79%
-$4,402.64 
GEMI Gemini Space Station, Inc.
-4.6%
-$8.6 
PWR Quanta Services Inc.
-3.87%
-$87,727.5 
VRT Vertiv Holdings Co
-3.5%
-$26.55 
CMI Cummins Inc.
-3.47%
-$17,975.76 
NASA Tema Space Innovators ETF
-3.47%
-$4.5 
RNMBY Rheinmetall AG Unsponsored ADR
-3.15%
-$28,020.63 
PANW Palo Alto Networks, Inc.
-3.03%
-$49,391.76 
OPEN Opendoor Technologies Inc.
-2.86%
-$59.48 
DE Deere & Company
-2.79%
-$41,430.86 
ADBE Adobe Inc.
-2.74%
-$91.28 
HUBB Hubbell Inc.
-2.16%
-$29,151.71 
BAESY BAE Systems plc
-1.84%
-$13,156.94 
SHW The Sherwin-Williams Company
-1.77%
-$28,904.7 
SBUX Starbucks Corporation
-1.67%
-$23,742.4 
LMT Lockheed Martin Corporation
-1.54%
-$15,946.87 
TOTDY Toto Ltd.
-1.47%
-$15,941.3 
SAABY Saab AB Unsponsored ADR
-1.35%
-$8,698.59 
SAIL SailPoint, Inc.
-1.33%
-$26.5 
VTWO Vanguard Russell 2000 ETF
-1.29%
-$10,575.18 
EEM iShares MSCI Emerging Markets ETF
-1.29%
-$88.88 
IWM iShares Russell 2000 ETF
-1.24%
-$1,929.97 
VWO Vanguard FTSE Emerging Markets ETF
-1.22%
-$24,288.28 
LYFT Lyft Inc.
-1.21%
-$13.3 
IGV iShares Expanded Tech-Software Sector ETF
-1.16%
-$27.09 
SCHF Schwab International Equity ETF
-1.16%
-$67.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$39,682.35 
CVX Chevron Corporation
-1.14%
-$14,001.88 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$198.34 
EFA iShares MSCI EAFE ETF
-1.11%
-$6,032.56 
VLTO Veralto Corporation
-0.99%
-$45.84 
BA Boeing Company
-0.95%
-$13,786.28 
IWS iShares Russell Mid-Cap Value ETF
-0.95%
-$85.53 
FNDF Schwab Fundamental International Large Company Index ETF
-0.93%
-$14 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.91%
-$0.78 
SNPS Synopsys, Inc.
-0.84%
-$10,469.27 
TOELY Tokyo Electron Ltd. Unsponsored ADR
-0.73%
-$2,436.08 
SOFI SoFi Technologies, Inc.
-0.7%
-$11 
VT Vanguard Total World Stock ETF
-0.7%
-$4,501.28 
ACWI iShares MSCI ACWI ETF
-0.68%
-$254.15 
ORCL Oracle Corporation
-0.66%
-$11.4 
XYZ Block, Inc.
-0.63%
-$12,228 
ECL Ecolab Inc.
-0.6%
-$6,625.96 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$1,448.16 
AFL Aflac Inc.
-0.45%
-$5,373.36 
SOLV Solventum Corporation
-0.44%
-$15.58 
SCHK Schwab 1000 Index ETF
-0.43%
-$37.76 
QQQM Invesco NASDAQ 100 ETF
-0.42%
-$2.61 
SCHX Schwab U.S. Large-Cap ETF
-0.41%
-$36.25 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.39%
-$16.68 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.38%
-$5.33 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.38%
-$1,048.39 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.38%
-$26.18 
VOOG Vanguard S&P 500 Growth ETF
-0.37%
-$2,269.8 
APD Air Products and Chemicals, Inc.
-0.34%
-$5,493.11 
VOO Vanguard S&P 500 ETF
-0.34%
-$17,199.63 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.34%
-$3.72 
IVV iShares Core S&P 500 ETF
-0.31%
-$57.6 
IWD iShares Russell 1000 Value ETF
-0.27%
-$507.85 
MSFT Microsoft Corp.
-0.27%
-$6,681.78 
MBB iShares MBS ETF
-0.26%
-$6,430.11 
IVE ISHARES S&P 500 VALUE ETF
-0.24%
-$52.25 
TTD The Trade Desk, Inc. Class A
-0.21%
-$1.37 
SPHY SPDR Portfolio High Yield Bond ETF
-0.2%
-$45.18 
AGG iShares Core U.S. Aggregate Bond ETF
-0.19%
-$80,082.18 
VTV Vanguard Value ETF
-0.18%
-$1,361.86 
MSCI MSCI Inc.
-0.05%
-$743.05 Events
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Dividends
Dividend Analysis
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| Trades 1339 | Longs Won 787/1339 58% | Profit Factor 1.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $142,070.71 |
| Average Win $35,873.41 | Best Trade (Oct 07) $1.12M | Sharpe Ratio -681.25 |
| Average Loss -$40,490.2 | Worst Trade (Oct 07) -$3.38M | Z-Score 0.15 (11.76%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 4d | Expectancy $4,395.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.55% |
| Consecutive Losing Trades | 2,833 | 2,550 | 2,266 | 1,983 | 1,700 | 1,416 | 1,133 | 850 | 567 | 283 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0886 08862E109 | 250 | $0.21 | $0.21 | - | - | - | 0.0 |
| 1113 11135F101 | 2,218 | $382.6 | $382.6 | - | - | - | 0.0 |
| 2278 22788C105 | 1 | $0.39 | $0.39 | - | - | - | 0.0 |
| 2817 28176E108 | 18,076 | $1,365.3 | $1,348.65 | - | -$16.65 | -1.22% | 0.0 |
| 3495 34959E109 | 7,517 | $617.92 | $582.94 | - | -$34.98 | -5.66% | 0.0 |
| 7695 76954A103 | 748 | $8.95 | $8.19 | - | -$0.76 | -8.49% | 0.0 |
| 7846 78462F103 | 39 | $14.91 | $14.91 | - | - | - | 0.0 |
| 7946 79466L302 | 5,996 | $1,294.99 | $1,541.57 | - | $246.58 | 19.04% | 0.0 |
| 8068 80687P106 | 27,684 | $1,804.44 | $1,804.44 | - | - | - | 0.0 |
| 8816 88160R101 | 4 | $0.7 | $0.7 | - | - | - | 0.0 |
| 8857 88579Y101 | 165 | $19.79 | $19.79 | - | - | - | 0.0 |
| 9220 92206C599 | 13,549 | $2,702.79 | $2,327.04 | - | -$375.75 | -13.9% | 0.0 |
| 9898 98980G102 | 3,644 | $606.53 | $622.91 | - | $16.38 | 2.7% | 0.0 |
| ACWI iShares MSCI ACWI ETF | 230 | $20,872.06 | $36,969.05 | - | $16,096.99 | 77.12% | -0.683% |
| ADBE Adobe Inc. | 14 | $2,870.28 | $3,242.4 | - | $372.12 | 12.96% | -2.738% |
| ADSK Autodesk, Inc. | 3,882 | $1.02M | $900,953.97 | - | -$120,676.47 | -11.81% | +0.348% |
| AFL Aflac Inc. | 10,536 | $641,122.61 | $1.19M | - | $550,709.71 | 85.9% | -0.449% |
| AGG iShares Core U.S. Aggregate Bond ETF | 444,901 | $46.38M | $41.9M | - | -$4.48M | -9.65% | -0.191% |
| AMGN Amgen Inc. | 3,755 | $1.1M | $1.55M | - | $450,489.17 | 40.84% | +2.772% |
| APD Air Products and Chemicals, Inc. | 5,663 | $1.49M | $1.59M | - | $96,651.37 | 6.49% | -0.345% |
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FAQ
Which stocks have generated the highest profits for Cheryl Smith?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core U.S. Aggregate Bond ETF - $3.56M, Corning Incorporated - $1.82M, Rheinmetall AG Unsponsored ADR - $1.63M, Cummins Inc - $1.14M, and Quanta Services Inc - $1.09M. 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: The Estée Lauder Companies Inc. Class A - $1.16M, Vanguard Russell 3000 ETF - $718,106.65, Garmin Ltd - $672,951.66, The Walt Disney Company - $630,970.73, and Edwards Lifesciences Corporation - $626,584.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cheryl Smith's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.58M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $5.42M, iShares MBS ETF - $317,719.17, Vanguard S&P 500 ETF - $209,436.55, Vanguard Short-Term Treasury Fund - $174,278.69, and Air Products and Chemicals, Inc - $171,051.82. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cheryl Smith's monthly returns?
Cheryl Smith's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Cheryl Smith's strategy be considered aggressive or moderate?
Cheryl Smith'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 Cheryl Smith's strategy?
Cheryl Smith'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.
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