KY
Kaitlin Yardley Portfolio
Invests via Schaeffer Financial LLC | Managed by Kaitlin Yardley, Karen P. Schaeffer
Invests via Schaeffer Financial LLC
Managed by Kaitlin Yardley, Karen P. Schaeffer
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Kaitlin Yardley Profile
With a robust background in operational leadership, Kaitlin Yardley has made significant strides in the consumer technology sector. Her expertise lies in scaling innovative products from concept to market, driving growth within competitive landscapes. By navigating complex startup environments and harnessing strategic partnerships, she has been instrumental in launching transformative digital platforms that resonate with users. Known for her ability to streamline operations and enhance customer engagement, Yardley's approach blends technological insight with practical execution. Her contributions not only support business expansion but also set a high standard for entrepreneurship within the tech industry.
With a robust background in operational leadership, Kaitlin Yardley has made significant strides in the consumer technology sector. Her expertise lies in scaling innovative products from concept to market, driving growth within competitive landscapes. By navigating complex startup environments and harnessing strategic partnerships, she has been instrumental in launching transformative digital platforms that resonate with users. Known for her ability to streamline operations and enhance customer engagement, Yardley's approach blends technological insight with practical execution. Her contributions not only support business expansion but also set a high standard for entrepreneurship within the tech industry.
Investment Philosophy & Strategy
Growth opportunities abound in the rapidly evolving consumer technology landscape. Kaitlin Yardley leverages her deep operational expertise to identify and capitalize on trends that reshape market dynamics. Her strategic mindset emphasizes scalable innovation while fostering collaboration among diverse teams. By prioritizing user-centric product development, she ensures solutions meet evolving consumer needs, enhancing brand loyalty and driving adoption rates. With a focus on cultivating efficient workflows, resources are optimized for maximum impact, promoting agile responses to competitive pressures. This multifaceted approach positions her as a formidable leader capable of steering organizations towards sustained growth.
Growth opportunities abound in the rapidly evolving consumer technology landscape. Kaitlin Yardley leverages her deep operational expertise to identify and capitalize on trends that reshape market dynamics. Her strategic mindset emphasizes scalable innovation while fostering collaboration among diverse teams. By prioritizing user-centric product development, she ensures solutions meet evolving consumer needs, enhancing brand loyalty and driving adoption rates. With a focus on cultivating efficient workflows, resources are optimized for maximum impact, promoting agile responses to competitive pressures. This multifaceted approach positions her as a formidable leader capable of steering organizations towards sustained growth.
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:
40.5%
Gain +0.37%
Monthly
0.29%
Yearly
3.53%
Drawdown
24.65%
$128.62M
Equity
Holdings
$128.62M
Investment
$102.5M
$24.76M
Profit +$537,745.88
Realized
-$1.36M
Unrealized
$26.12M
Dividends
$7.23M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$537,745.88
Win %
86%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$878,484.3
Win %
86%
This Month
Compared to last month
Gain
-0.72%
Profit
-$933,334.37
Win %
86%
This Year
Compared to last year
Gain
4.78%
Profit
$6.13M
Win %
86%
JPM JPMorgan Chase & Co.
+2.3%
+$5,761.57 
CAT Caterpillar Inc.
+1.48%
+$6,087.24 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$50,817.02 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$20,151.78 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$3,231.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$133,682.17 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$23,519.28 
HD The Home Depot, Inc.
+0.73%
+$1,759.03 
COST Costco Wholesale Corporation
+0.68%
+$3,283.38 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.6%
+$128,124.75 
VOO Vanguard S&P 500 ETF
+0.58%
+$4,177.61 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$5,274.8 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$1,634.64 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$4,672.29 
IWB iShares Russell 1000 ETF
+0.55%
+$1,396.38 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$126,332.78 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$1,343.1 
MGC Vanguard Mega Cap ETF
+0.41%
+$1,135.52 
XOM Exxon Mobil Corporation
+0.29%
+$2,709.74 
OEF iShares S&P 100 ETF
+0.27%
+$1,088.99 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$21,606.45 
MSFT Microsoft Corp.
+0.13%
+$1,218.88 
Events
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Dividends
Dividend Analysis
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| Trades 189 | Longs Won 135/189 71% | Profit Factor 6.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $711,382.71 |
| Average Win $218,900.23 | Best Trade (Jun 12) $6.69M | Sharpe Ratio -16.58 |
| Average Loss -$88,676.78 | Worst Trade (Dec 30) -$1.36M | Z-Score 8.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w | Expectancy $131,021.08 |
| 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% | 0.09% |
| Consecutive Losing Trades | 1,451 | 1,306 | 1,161 | 1,016 | 871 | 726 | 581 | 435 | 290 | 145 |
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Returns
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