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:
50.71%
Gain 0%
Monthly
0.57%
Yearly
7.01%
Drawdown
17.49%
$131.67M
Equity
Holdings
$131.67M
Investment
$102.5M
$27.77M
Profit +$23,321.95
Realized
-$1.39M
Unrealized
$29.17M
Dividends
$7.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.003%
Profit
$23,321.95
Win %
87%
This Week
Compared To Last Week
Gain
1.76%
Profit
$2.28M
Win %
87%
This Month
Compared to last month
Gain
1.76%
Profit
$2.28M
Win %
87%
This Year
Compared to last year
Gain
10.83%
Profit
$12.86M
Win %
87%
MSFT Microsoft Corp.
+3.02%
+$31,925.26 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$164,209.02 
OEF iShares S&P 100 ETF
+0.95%
+$3,805.99 
MGC Vanguard Mega Cap ETF
+0.87%
+$2,414.27 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$3,082.63 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,659.02 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,166.22 
CAT Caterpillar Inc.
+0.7%
+$2,591.19 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,896.64 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$1,966.02 
IWB iShares Russell 1000 ETF
+0.64%
+$1,622.83 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$153,404.09 
JPM JPMorgan Chase & Co.
+0.27%
+$750.12 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.22%
+$47,733.25 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$27,658.38 
AAPL Apple Inc.
-7.35%
-$28,958.12 
XOM Exxon Mobil Corporation
-0.97%
-$9,755.28 
HD The Home Depot, Inc.
-0.42%
-$1,023.05 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,126.56 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$5,495.94 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$12,035.61 
COST Costco Wholesale Corporation
-0.24%
-$1,124.03 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$5,469.6 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$145.1 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$12,987.44 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 189 | Longs Won 137/189 72% | Profit Factor 6.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $780,793.82 |
| Average Win $236,651.49 | Best Trade (Aug 07) $7.33M | Sharpe Ratio -13.07 |
| Average Loss -$89,377 | Worst Trade (Dec 30) -$1.36M | Z-Score 9.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 3d | Expectancy $146,950.53 |
| 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% | 0.13% |
| Consecutive Losing Trades | 1,473 | 1,325 | 1,178 | 1,031 | 884 | 736 | 589 | 442 | 295 | 147 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $2.35M, Schwab U.S. Dividend Equity ETF - $1.6M, SPDR Portfolio MSCI Global Stock Market ETF - $1.32M, Schwab U.S. Large-Cap Growth ETF - $1.2M, and Schwab U.S. Mid-Cap ETF - $981,548.24. 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 - $606,057.58, Vanguard Extended Market ETF - $19,729.16, Vanguard Large-Cap Index Fund ETF Shares - $6,104.12, and The Home Depot, Inc - $3,138.48. 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 $7.75M earned over time. The largest contributors to dividend income include iShares 1-5 Year Investment Grade Corporate Bond ETF - $2.35M, Schwab U.S. Dividend Equity ETF - $1.5M, SPDR Portfolio MSCI Global Stock Market ETF - $1.32M, Vanguard Short-Term Corporate Bond ETF - $485,558.71, and Schwab U.S. Broad Market ETF - $442,141.29. 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.
