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
Automatically Tracked
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:
56.5%
Gain -0.38%
Monthly
0.52%
Yearly
6.48%
Drawdown
17.49%
$130.95M
Equity
Holdings
$130.95M
Investment
$103.44M
$26.59M
Profit -$373,509.66
Realized
-$910,850.37
Unrealized
$27.5M
Dividends
$8.17M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$373,509.66
Win %
76%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$378,587.52
Win %
76%
This Month
Compared to last month
Gain
-0.13%
Profit
-$164,137.49
Win %
76%
This Year
Compared to last year
Gain
1.38%
Profit
$1.78M
Win %
76%
HD The Home Depot, Inc.
+1.48%
+$3,120.65 
COST Costco Wholesale Corporation
+0.7%
+$3,236.55 
AAPL Apple Inc.
+0.4%
+$1,572.06 
SCHD Schwab U.S. Dividend Equity ETF
+0.37%
+$57,704.02 
MSFT Microsoft Corp.
+0.14%
+$1,734.56 
SPLV Invesco S&P 500 Low Volatility ETF
+0.12%
+$3,037.3 
SCHE Schwab Emerging Markets Equity ETF
-1.28%
-$4,679.32 
JPM JPMorgan Chase & Co.
-0.91%
-$2,401.97 
CAT Caterpillar Inc.
-0.9%
-$3,361.72 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.75%
-$148,638.49 
QQQ Invesco QQQ Trust, Series 1
-0.57%
-$1,461.6 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.57%
-$92,444.52 
ESGV Vanguard ESG U.S. Stock ETF
-0.53%
-$1,938.65 
SCHM Schwab U.S. Mid-Cap ETF
-0.52%
-$25,644.24 
SCHB Schwab U.S. Broad Market ETF
-0.44%
-$117,632.84 
OEF iShares S&P 100 ETF
-0.4%
-$1,692.46 
GOOGL Alphabet Inc
-0.39%
-$809.1 
MGC Vanguard Mega Cap ETF
-0.38%
-$935.22 
IWB iShares Russell 1000 ETF
-0.36%
-$962.37 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.36%
-$1,050.06 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$3,150.7 
VOO Vanguard S&P 500 ETF
-0.33%
-$2,473.1 
VIG Vanguard Dividend Appreciation ETF
-0.32%
-$2,525.47 
SCHV Schwab U.S. Large-Cap Value ETF
-0.21%
-$4,511.78 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.12%
-$319.65 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$193.25 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$27,104.97 Events
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Dividends
Dividend Analysis
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| Trades 210 | Longs Won 141/210 67% | Profit Factor 6.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $726,594.29 |
| Average Win $225,677.96 | Best Trade (Oct 07) $7.43M | Sharpe Ratio -13.06 |
| Average Loss -$75,766.73 | Worst Trade (Dec 30) -$1.36M | Z-Score 5.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w | Expectancy $126,631.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.14% |
| Consecutive Losing Trades | 1,727 | 1,554 | 1,382 | 1,209 | 1,036 | 864 | 691 | 518 | 345 | 173 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,182 | $229,090 | $399,516 | - | $170,426 | 74.39% | +0.395% |
| CAT Caterpillar Inc. | 458 | $219,218.17 | $369,372.42 | - | $150,154.25 | 68.5% | -0.902% |
| COST Costco Wholesale Corporation | 493 | $279,876.1 | $467,765.79 | - | $187,889.69 | 67.13% | +0.697% |
| ESGV Vanguard ESG U.S. Stock ETF | 2,674 | $328,640.11 | $367,207.05 | - | $38,566.94 | 11.74% | -0.525% |
| GOOGL Alphabet Inc | 600 | $214,422 | $209,490.9 | - | -$4,931.1 | -2.3% | -0.385% |
| HD The Home Depot, Inc. | 736 | $305,447.36 | $213,447.36 | - | -$92,000 | -30.12% | +1.484% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 674,253 | $35.15M | $34.51M | - | -$637,315.18 | -1.81% | -0.078% |
| IWB iShares Russell 1000 ETF | 629 | $224,276.24 | $265,853.14 | - | $41,576.9 | 18.54% | -0.361% |
| JPM JPMorgan Chase & Co. | 798 | $231,348.18 | $260,602.86 | - | $29,254.68 | 12.65% | -0.913% |
| MGC Vanguard Mega Cap ETF | 858 | $202,788.3 | $245,988.6 | - | $43,200.3 | 21.3% | -0.379% |
| MSFT Microsoft Corp. | 2,344 | $1.13M | $1.24M | - | $109,886.72 | 9.69% | +0.14% |
| OEF iShares S&P 100 ETF | 1,078 | $333,536.14 | $418,123.86 | - | $84,587.72 | 25.36% | -0.403% |
| QQQ Invesco QQQ Trust, Series 1 | 336 | $247,430.41 | $253,135.68 | - | $5,705.27 | 2.31% | -0.574% |
| SCHB Schwab U.S. Broad Market ETF | 904,868 | $17.33M | $26.89M | - | $9.56M | 55.14% | -0.436% |
| SCHD Schwab U.S. Dividend Equity ETF | 482,072 | $12.66M | $15.8M | - | $3.14M | 24.78% | +0.367% |
| SCHE Schwab Emerging Markets Equity ETF | 9,956 | $290,718.66 | $361,502.36 | - | $70,783.7 | 24.35% | -1.278% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 440,212 | $10.4M | $16.14M | - | $5.74M | 55.21% | -0.57% |
| SCHI Schwab 5-10 Year Corporate Bond ETF | 12,786 | $289,475.04 | $273,684.33 | - | -$15,790.71 | -5.45% | -0.117% |
| SCHM Schwab U.S. Mid-Cap ETF | 142,468 | $3.84M | $4.87M | - | $1.03M | 26.71% | -0.524% |
| SCHV Schwab U.S. Large-Cap Value ETF | 64,454 | $1.61M | $2.16M | - | $553,366.44 | 34.45% | -0.208% |
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FAQ
Which stocks have generated the highest profits for Kaitlin Yardley?
The largest contributions to the portfolio's profits come from the following stocks: iShares 1-5 Year Investment Grade Corporate Bond ETF - $2.49M, SPDR Portfolio MSCI Global Stock Market ETF - $1.98M, Schwab U.S. Dividend Equity ETF - $1.72M, Schwab U.S. Large-Cap Growth ETF - $1.22M, and Schwab U.S. Mid-Cap ETF - $999,883.87. 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: Vanguard Real Estate ETF - $1.8M, Vanguard Short-Term Corporate Bond ETF - $604,236.3, Exxon Mobil Corporation - $203,458.16, Vanguard Extended Market ETF - $19,729.16, and Vanguard Large-Cap Index Fund ETF Shares - $5,371.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kaitlin Yardley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.17M earned over time. The largest contributors to dividend income include iShares 1-5 Year Investment Grade Corporate Bond ETF - $2.49M, Schwab U.S. Dividend Equity ETF - $1.62M, SPDR Portfolio MSCI Global Stock Market ETF - $1.32M, Schwab U.S. Broad Market ETF - $515,345.11, and Vanguard Short-Term Corporate Bond ETF - $487,379.99. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kaitlin Yardley's monthly returns?
Kaitlin Yardley's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kaitlin Yardley's strategy be considered aggressive or moderate?
Kaitlin Yardley's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kaitlin Yardley's strategy?
Kaitlin Yardley'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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