Benjamin Cauley Portfolio
Invests via Carr Financial Group Corp. | Managed by Benjamin Cauley
Invests via Carr Financial Group Corp.
Managed by Benjamin Cauley
Automatically Tracked
Benjamin Cauley Profile
With a robust foundation in venture capital, Benjamin Cauley has cultivated a distinguished reputation as an entrepreneur and investor-operator. He has played pivotal roles in establishing innovative startups within the technology sector, guiding their development from concept to market-ready products. His keen insight into emerging trends allows him to identify unique investment opportunities that foster growth and drive industry change. Beyond his entrepreneurial ventures, he actively mentors young entrepreneurs, sharing his experience in navigating competitive landscapes and optimizing operational efficiency. As the landscape of tech entrepreneurship evolves, Cauley's strategic vision continues to position him as a relevant figure for both investors and business leaders alike.
With a robust foundation in venture capital, Benjamin Cauley has cultivated a distinguished reputation as an entrepreneur and investor-operator. He has played pivotal roles in establishing innovative startups within the technology sector, guiding their development from concept to market-ready products. His keen insight into emerging trends allows him to identify unique investment opportunities that foster growth and drive industry change. Beyond his entrepreneurial ventures, he actively mentors young entrepreneurs, sharing his experience in navigating competitive landscapes and optimizing operational efficiency. As the landscape of tech entrepreneurship evolves, Cauley's strategic vision continues to position him as a relevant figure for both investors and business leaders alike.
Investment Philosophy & Strategy
The rapidly evolving technology sector presents a landscape ripe with possibilities. Benjamin Cauley embraces an entrepreneurial focus that emphasizes innovation and strategic agility, allowing for the identification of groundbreaking investment avenues. His extensive background in venture capital equips him to assess potential startups effectively, focusing on scalability and market disruption as core indicators of success. By fostering relationships within his network, he creates synergies that enhance operational efficiencies and foster collaborative growth. Through mentoring young founders, a commitment to shaping future industry leaders further underscores his dedication to nurturing talent and maximizing impact in the tech ecosystem.
The rapidly evolving technology sector presents a landscape ripe with possibilities. Benjamin Cauley embraces an entrepreneurial focus that emphasizes innovation and strategic agility, allowing for the identification of groundbreaking investment avenues. His extensive background in venture capital equips him to assess potential startups effectively, focusing on scalability and market disruption as core indicators of success. By fostering relationships within his network, he creates synergies that enhance operational efficiencies and foster collaborative growth. Through mentoring young founders, a commitment to shaping future industry leaders further underscores his dedication to nurturing talent and maximizing impact in the tech ecosystem.
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:
48.11%
Gain +1.49%
Monthly
1.2%
Yearly
15.38%
Drawdown
15.97%
$411.35M
Equity
Holdings
$411.35M
Investment
$317.31M
$130.03M
Profit +$4.69M
Realized
$35.99M
Unrealized
$94.04M
Dividends
$24.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.49%
Profit
$4.69M
Win %
77%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$3.43M
Win %
77%
This Month
Compared to last month
Gain
-2.61%
Profit
-$11.01M
Win %
77%
This Year
Compared to last year
Gain
8.52%
Profit
$32.3M
Win %
78%
WULF TeraWulf Inc.
+3.85%
+$9,272.2 
MRVL Marvell Technology, Inc.
+3.32%
+$14,848.72 
MSFT Microsoft Corp.
+2.15%
+$80,727.57 
GEV GE Vernova Inc.
+2.07%
+$5,106.19 
AVGO Broadcom Inc.
+1.98%
+$41,875.51 
CRM Salesforce Inc
+1.76%
+$10,305 
AMD Advanced Micro Devices, Inc.
+1.57%
+$30,240.28 
GOOG Alphabet Inc
+1.52%
+$50,211 
GOOGL Alphabet Inc
+1.5%
+$35,005.32 
NOW ServiceNow, Inc.
+1.48%
+$13,295.7 
CHRS Coherus Biosciences Inc.
+1.43%
+$703.9 
CVX Chevron Corporation
+1.21%
+$2,359.45 
AMZN Amazon.com Inc
+1.12%
+$47,770.08 
WMB The Williams Companies, Inc.
+1.08%
+$3,720.9 
ABT Abbott Laboratories
+0.99%
+$3,815 
T AT&T Inc.
+0.8%
+$1,439.2 
TJX The TJX Companies, Inc.
+0.79%
+$3,934.7 
MA Mastercard Incorporated
+0.72%
+$6,528.57 
XOM Exxon Mobil Corporation
+0.7%
+$2,182.94 
KO The Coca-Cola Company
+0.67%
+$2,412.3 
V Visa Inc. Class A
+0.67%
+$3,243.86 
PWR Quanta Services Inc.
+0.64%
+$5,516.61 
HON Honeywell International Inc.
+0.52%
+$961.06 
RTX RTX Corporation
+0.5%
+$3,552.96 
XLE Energy Select Sector SPDR Fund
+0.48%
+$1,470.7 
NOC Northrop Grumman Corporation
+0.47%
+$953.05 
ANET Arista Networks, Inc.
+0.41%
+$4,144.14 
ETN Eaton Corporation plc
+0.39%
+$2,769 
SLV iShares Silver Trust
+0.37%
+$654.74 
PTF Invesco Dorsey Wright Technology ETF
+0.34%
+$852.72 
SMH VanEck Semiconductor ETF
+0.31%
+$1,760.48 
NVDA NVIDIA Corporation
+0.23%
+$13,660.84 
PRN Invesco Dorsey Wright Industrials ETF
+0.23%
+$706.86 
PSI Invesco Semiconductors ETF
+0.15%
+$847.77 
IBM International Business Machines Corporation
+0.14%
+$746.4 
LMT Lockheed Martin Corporation
+0.14%
+$1,015.3 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.14%
+$12,177.28 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$14,337.2 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$705 
MLPX Global X MLP & Energy Infrastructure ETF
+0.08%
+$213 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.06%
+$9,989.36 
VUG Vanguard Growth ETF
+0.04%
+$157.14 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$817.28 
WINN Harbor Long-Term Growers ETF
+0.03%
+$86.88 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$373.26 
CME CME Group Inc.
+0.02%
+$85.56 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$175.95 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$30.13 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
0%
$0 
IBHG iShares iBonds 2027 High Yield Income
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
AKBA Akebia Therapeutics Inc.
-4.48%
-$934.86 
ORCL Oracle Corporation
-3.99%
-$11,496.24 
DELL Dell Technologies Inc.
-3.66%
-$23,435.28 
TSLA Tesla, Inc.
-2.97%
-$35,866.2 
PANW Palo Alto Networks, Inc.
-2.79%
-$17,725.38 
LLY Eli Lilly and Company
-2.74%
-$120,322.4 
MRK Merck & Co., Inc.
-2.42%
-$16,037.1 
IBRX ImmunityBio, Inc.
-2.41%
-$46,551.18 
RY Royal Bank of Canada
-2.32%
-$10,070 
GE General Electric Company
-2.16%
-$8,473.02 
AAPL Apple Inc.
-2.14%
-$136,107.4 
LRCX Lam Research Corporation
-2.09%
-$43,026.66 
NFLX Netflix, Inc.
-2%
-$14,053.92 
DE Deere & Company
-1.86%
-$7,703.39 
PLUG Plug Power Inc.
-1.84%
-$1,429.92 
WMT Walmart Inc.
-1.79%
-$27,894.96 
XYL Xylem Inc.
-1.76%
-$7,635.6 
HD The Home Depot, Inc.
-1.71%
-$15,243.48 
BLK BlackRock, Inc.
-1.7%
-$6,755.91 
JNJ Johnson & Johnson
-1.66%
-$14,061.67 
ITW Illinois Tool Works Inc.
-1.58%
-$5,805.22 
WAB Wabtec Corporation
-1.57%
-$4,418.24 
ECL Ecolab Inc.
-1.52%
-$3,744 
CMI Cummins Inc.
-1.45%
-$10,531.58 
BAC Bank of America Corporation
-1.35%
-$9,311.77 
FHLC Fidelity MSCI Health Care Index ETF
-1.28%
-$5,143 
BKNG Booking Holdings Inc.
-1.23%
-$6,411.25 
PEP PepsiCo, Inc.
-1.2%
-$2,125.44 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$4,773.6 
DHR Danaher Corporation
-1.13%
-$2,510.97 
XLV Health Care Select Sector SPDR Fund
-1.12%
-$5,339.49 
CSCO Cisco Systems, Inc.
-1.11%
-$8,067.44 
PKB Invesco Building & Construction ETF
-1.07%
-$3,725.62 
PNC The PNC Financial Services Group, Inc.
-1.06%
-$9,086.01 
AXP American Express Company
-0.97%
-$16,649.65 
GS The Goldman Sachs Group, Inc.
-0.92%
-$4,533.28 
NEE NextEra Energy, Inc.
-0.83%
-$2,252.56 
IQLT iShares MSCI International Quality Factor ETF
-0.83%
-$218,949.02 
GILD Gilead Sciences Inc.
-0.8%
-$4,489.72 
IJH iShares Core S&P Mid-Cap ETF
-0.79%
-$81,643.8 
AMAT Applied Materials, Inc.
-0.75%
-$32,460.12 
TLT iShares 20+ Year Treasury Bond ETF
-0.74%
-$4,410 
JCI Johnson Controls International plc
-0.74%
-$4,222.4 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$188,363.83 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.69%
-$8,472.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.69%
-$26,319.36 
IUSV iShares Core S&P U.S. Value ETF
-0.69%
-$9,713.55 
ROK Rockwell Automation, Inc.
-0.66%
-$2,077.74 
IJR iShares Core S&P Small-Cap ETF
-0.65%
-$10,254.83 
JPM JPMorgan Chase & Co.
-0.65%
-$14,723.02 
VB Vanguard Small-Cap ETF
-0.65%
-$45,041.28 
LH Labcorp Holdings Inc.
-0.65%
-$2,059.47 
AVUV Avantis U.S. Small Cap Value ETF
-0.63%
-$40,913.31 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.63%
-$3,377.22 
NUSC Nuveen ESG Small-Cap ETF
-0.63%
-$3,270.08 
COF Capital One Financial Corporation
-0.62%
-$1,840.82 
SPLV Invesco S&P 500 Low Volatility ETF
-0.61%
-$1,700.46 
DGRO iShares Core Dividend Growth ETF
-0.6%
-$42,949.72 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.6%
-$2,250.12 
BSX Boston Scientific Corporation
-0.59%
-$2,903.94 
AMGN Amgen Inc.
-0.58%
-$6,591.08 
PG Procter & Gamble Co
-0.56%
-$2,039.52 
COST Costco Wholesale Corporation
-0.54%
-$5,795.01 
SPGI S&P Global Inc.
-0.54%
-$1,522.9 
TLH iShares 10-20 Year Treasury Bond ETF
-0.54%
-$9,534.7 
VTV Vanguard Value ETF
-0.46%
-$2,462.38 
VYM Vanguard High Dividend Yield ETF
-0.46%
-$11,077.06 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.46%
-$6,356.33 
ARW Arrow Electronics Inc.
-0.46%
-$1,880 
FV First Trust Dorsey Wright Focus 5 ETF
-0.45%
-$1,897.82 
VSGX Vanguard ESG International Stock ETF
-0.43%
-$14,275.92 
QUAL iShares MSCI USA Quality Factor ETF
-0.42%
-$13,638.08 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.42%
-$6,502.09 
ABBV AbbVie Inc.
-0.41%
-$5,309.81 
VEU Vanguard FTSE All-World ex-US ETF
-0.41%
-$3,404.94 
IXUS iShares Core International Stock ETF
-0.39%
-$9,932.04 
VO Vanguard Mid-Cap ETF
-0.39%
-$2,240.68 
FXF Invesco CurrencyShares Swiss Franc Trust
-0.39%
-$840 
XLF Financial Select Sector SPDR Fund
-0.38%
-$2,517.43 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$809.7 
TT Trane Technologies plc
-0.34%
-$1,341.13 
VT Vanguard Total World Stock ETF
-0.33%
-$862.92 
IEF iShares 7-10 Year Treasury Bond ETF
-0.32%
-$3,722.7 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$6,787.08 
MMM 3M Company
-0.31%
-$897.5 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.31%
-$1,129.52 
AMP Ameriprise Financial, Inc.
-0.3%
-$1,447.28 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.27%
-$3,188.72 
RCL Royal Caribbean Group
-0.26%
-$614.93 
PH Parker-Hannifin Corporation
-0.25%
-$2,699.43 
BND Vanguard Total Bond Market Index Fund
-0.25%
-$85,252.68 
AGG iShares Core U.S. Aggregate Bond ETF
-0.24%
-$3,028.56 
SYK Stryker Corporation
-0.24%
-$577.97 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.24%
-$1,074.9 
SCHX Schwab U.S. Large-Cap ETF
-0.24%
-$10,710.56 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.23%
-$540.87 
LIN Linde plc
-0.23%
-$1,977.3 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.23%
-$8,373.08 
MBB iShares MBS ETF
-0.22%
-$1,907.64 
GLD SPDR Gold Shares
-0.22%
-$38,548.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$37,112.1 
TIP iShares TIPS Bond ETF
-0.21%
-$1,157.59 
VOO Vanguard S&P 500 ETF
-0.17%
-$451.61 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$1,493.73 
MUB iShares National Muni Bond ETF
-0.16%
-$1,700 
TRV The Travelers Companies, Inc.
-0.14%
-$435.76 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.12%
-$36,272.06 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$1,912.64 
GARP iShares MSCI USA Quality GARP ETF
-0.1%
-$15,204.45 
ESGV Vanguard ESG U.S. Stock ETF
-0.09%
-$235.44 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.09%
-$781.2 
USMV iShares MSCI USA Min Vol Factor ETF
-0.08%
-$2,807.6 
MGK Vanguard Mega Cap Growth ETF
-0.07%
-$1,680.6 
SUB iShares Short-Term National Muni Bond ETF
-0.06%
-$1,287.52 
XLG Invesco S&P 500 Top 50 ETF
-0.06%
-$248.6 
CDNS Cadence Design Systems, Inc.
-0.06%
-$232.2 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,225.35 
AJG Arthur J. Gallagher & Co.
-0.05%
-$311.52 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$1,113.07 
MCD McDonald's Corporation
-0.03%
-$109.05 
META Meta Platforms Inc Class A
-0.03%
-$232.32 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.02%
-$344.24 Events
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Dividends
Dividend Analysis
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| Trades 2093 | Longs Won 1469/2093 70% | Profit Factor 14.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $276,393.8 |
| Average Win $94,986.5 | Best Trade (Jul 22) $5.73M | Sharpe Ratio -11.09 |
| Average Loss -$15,225.91 | Worst Trade (Jul 22) -$697,698.42 | Z-Score 7.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 2d | Expectancy $62,128.14 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Benjamin Cauley?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap ETF - $9.05M, Vanguard Mega Cap Growth ETF - $3.67M, Vanguard Total Bond Market Index Fund - $3.28M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.94M, and JPMorgan Equity Premium Income Fund - $2.25M. 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: Moderna, Inc - $303,253.17, Taiwan Semiconductor Manufacturing Company Limited - $299,499.16, iShares Global Clean Energy ETF - $278,511.55, Pfizer Inc - $246,624.14, and Aptiv PLC - $213,273.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Benjamin Cauley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.35M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $3.25M, JPMorgan Equity Premium Income Fund - $1.63M, JPMorgan Nasdaq Equity Premium Income ETF - $1.61M, iShares MSCI Emerging Markets ex China ETF - $1.09M, and iShares MSCI International Quality Factor ETF - $1.08M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Benjamin Cauley's monthly returns?
Benjamin Cauley'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 Benjamin Cauley's strategy be considered aggressive or moderate?
Benjamin Cauley's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Benjamin Cauley's strategy?
Benjamin Cauley's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
