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:
28.91%
Gain +1.61%
Monthly
0.19%
Yearly
2.28%
Drawdown
19.51%
$118.12M
Equity
Holdings
$118.12M
Investment
$108.44M
$8.95M
Profit +$1.63M
Realized
-$731,062.27
Unrealized
$9.68M
Dividends
$9.23M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.61%
Profit
$1.63M
Win %
77%
This Week
Compared To Last Week
Gain
1.44%
Profit
$1.67M
Win %
77%
This Month
Compared to last month
Gain
1.44%
Profit
$1.67M
Win %
77%
This Year
Compared to last year
Gain
1.8%
Profit
$2.08M
Win %
77%
VRT Vertiv Holdings Co
+6.18%
+$42.21 
SNPS Synopsys, Inc.
+4.41%
+$40,664.3 
SAIL SailPoint, Inc.
+3.71%
+$60 
MSFT Microsoft Corp.
+3.02%
+$63,864.13 
CVX Chevron Corporation
+2.35%
+$26,817.16 
ORLY O'Reilly Automotive Inc.
+2.28%
+$31,071.86 
CNC Centene Corporation
+2.27%
+$34.5 
LYFT Lyft Inc.
+1.99%
+$21.7 
PANW Palo Alto Networks, Inc.
+1.89%
+$23,880.45 
ORCL Oracle Corporation
+1.81%
+$27.72 
LMT Lockheed Martin Corporation
+1.5%
+$17,475.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$18.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,626.88 
PWR Quanta Services Inc.
+1.43%
+$29,547.03 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$7,891.92 
BAESY BAE Systems plc
+1.4%
+$11,387.21 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$26.67 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$71.06 
ADBE Adobe Inc.
+1.01%
+$35.14 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$18,380.32 
SAABY Saab AB Unsponsored ADR
+0.83%
+$5,584.28 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$50.5 
VOO Vanguard S&P 500 ETF
+0.71%
+$34,258.42 
VFIAX Vanguard 500 Index Fund Admiral Shares
+0.71%
+$3,652.08 
CAT Caterpillar Inc.
+0.7%
+$498.96 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$3.88 
IVV iShares Core S&P 500 ETF
+0.69%
+$122.88 
SWPPX Schwab S&P 500 Index Fund
+0.68%
+$21.58 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$7.08 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$0.54 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$55.1 
SCHK Schwab 1000 Index ETF
+0.61%
+$51.92 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,758.48 
ACWI iShares MSCI ACWI ETF
+0.49%
+$177.1 
MOH Molina Healthcare Inc.
+0.47%
+$4.6 
IWD iShares Russell 1000 Value ETF
+0.44%
+$816.96 
VT Vanguard Total World Stock ETF
+0.26%
+$1,647.79 
CMI Cummins Inc.
+0.19%
+$1,180.99 
INTU Intuit Inc.
+0.18%
+$1,375.43 
CB Chubb Limited
+0.15%
+$2,547.71 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.1%
+$4.17 
WM Waste Management, Inc.
+0.1%
+$1,803.56 
AFL Aflac Inc.
+0.09%
+$1,264.32 
NASA Tema Space Innovators ETF
+0.09%
+$0.1 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$10.04 
08862E109
0%
$0 
11135F101
0%
$0 
22788C105
0%
$0 
28176E108
0%
$0 
34959E109
0%
$0 
76954A103
0%
$0 
78462F103
0%
$0 
79466L302
0%
$0 
80687P106
0%
$0 
88160R101
0%
$0 
88579Y101
0%
$0 
92206C599
0%
$0 
98980G102
0%
$0 
G29183103
0%
$0 
H2906T109
0%
$0 
TOTDY Toto Ltd.
-8.83%
-$104,992.7 
SYK Stryker Corporation
-6.42%
-$134,196.37 
MU Micron Technology, Inc.
-5.9%
-$103.26 
GEMI Gemini Space Station, Inc.
-5.11%
-$8.4 
TOELY Tokyo Electron Ltd. Unsponsored ADR
-3.53%
-$10,089.98 
BA Boeing Company
-2.15%
-$36,456.76 
NFLX Netflix, Inc.
-2%
-$42.34 
APD Air Products and Chemicals, Inc.
-1.77%
-$30,070.53 
PINS Pinterest, Inc. Class A
-1.72%
-$23.1 
UNH UnitedHealth Group Incorporated
-1.68%
-$36,594.37 
SQ Block, Inc.
-1.64%
-$34,391.25 
SOLV Solventum Corporation
-1.59%
-$56.58 
TTD The Trade Desk, Inc. Class A
-1.31%
-$13.2 
OPEN Opendoor Technologies Inc.
-1.31%
-$45.75 
SHW The Sherwin-Williams Company
-1.16%
-$20,233.24 
DE Deere & Company
-1.13%
-$14,769.58 
INTC Intel Corporation
-1.02%
-$55.8 
UPS United Parcel Service, Inc.
-1%
-$135.45 
RNMBY Rheinmetall AG Unsponsored ADR
-0.98%
-$10,810.54 
SOFI SoFi Technologies, Inc.
-0.97%
-$16 
ED Consolidated Edison, Inc.
-0.74%
-$179.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$22,884.11 
AMGN Amgen Inc.
-0.64%
-$9,312.44 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,447.18 
ECL Ecolab Inc.
-0.61%
-$6,744.24 
MSCI MSCI Inc.
-0.61%
-$8,669.5 
DHR Danaher Corporation
-0.61%
-$15,346.24 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$8.96 
SCHF Schwab International Equity ETF
-0.58%
-$33.92 
VLTO Veralto Corporation
-0.57%
-$25.92 
SBUX Starbucks Corporation
-0.57%
-$8,903.4 
IWM iShares Russell 2000 ETF
-0.47%
-$768.66 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$9,356.47 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$3,597 
MELI MercadoLibre, Inc.
-0.41%
-$7,896.73 
MBB iShares MBS ETF
-0.4%
-$10,344.09 
RSG Republic Services, Inc.
-0.37%
-$9,164.22 
ADSK Autodesk, Inc.
-0.33%
-$2,989.14 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$28.6 
VTV Vanguard Value ETF
-0.27%
-$2,060.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$111,225.25 
HUBB Hubbell Inc.
-0.24%
-$3,168.09 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$37.98 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$42.75 
ELV Elevance Health, Inc.
-0.15%
-$2,803.31 
ROKU Roku, Inc.
-0.06%
-$1.2 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$488.55 
V Visa Inc. Class A
-0.04%
-$797.8 Events
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Dividends
Dividend Analysis
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| Trades 1339 | Longs Won 816/1339 60% | Profit Factor 1.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $131,400.34 |
| Average Win $36,533.79 | Best Trade (Aug 10) $1.11M | Sharpe Ratio -688.13 |
| Average Loss -$38,968.91 | Worst Trade (Aug 01) -$2.84M | Z-Score -3.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 6d | Expectancy $6,685.9 |
| 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% | 0.01% |
| Consecutive Losing Trades | 3,030 | 2,727 | 2,424 | 2,121 | 1,818 | 1,515 | 1,212 | 909 | 606 | 303 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $3.41M, Corning Incorporated - $1.82M, Rheinmetall AG Unsponsored ADR - $1.63M, Cummins Inc - $1.13M, 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 $9.23M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $5.27M, iShares MBS ETF - $308,236.72, Vanguard S&P 500 ETF - $196,589.04, Vanguard Short-Term Treasury Fund - $168,566.26, and Air Products and Chemicals, Inc - $160,801.79. 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.
