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:
55.82%
Gain -0.78%
Monthly
1.2%
Yearly
15.44%
Drawdown
16.04%
$429.74M
Equity
Holdings
$429.74M
Investment
$337.52M
$136.31M
Profit -$2.53M
Realized
$44.09M
Unrealized
$92.22M
Dividends
$25.19M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.78%
Profit
-$2.53M
Win %
72%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$2.53M
Win %
72%
This Month
Compared to last month
Gain
-1.3%
Profit
-$5.66M
Win %
72%
This Year
Compared to last year
Gain
-1.06%
Profit
-$4.6M
Win %
75%
PANW Palo Alto Networks, Inc.
+13.1%
+$76,979.66 
CHRS Coherus Biosciences Inc.
+7.52%
+$3,519.5 
NOW ServiceNow, Inc.
+7.41%
+$78,609.1 
IBRX ImmunityBio, Inc.
+5.82%
+$95,352.48 
AJG Arthur J. Gallagher & Co.
+5.45%
+$36,576.06 
IGV iShares Expanded Tech-Software Sector ETF
+5.02%
+$52,147.5 
BSX Boston Scientific Corporation
+4.83%
+$12,452.08 
CRM Salesforce Inc
+4.68%
+$36,087.6 
NFLX Netflix, Inc.
+3.79%
+$30,161.42 
GOOGL Alphabet Inc
+3.23%
+$77,578.16 
GOOG Alphabet Inc
+3.07%
+$91,197.01 
META Meta Platforms Inc Class A
+2.72%
+$23,245.16 
IBM International Business Machines Corporation
+2.4%
+$16,988.4 
SYK Stryker Corporation
+2.31%
+$4,076.8 
MSFT Microsoft Corp.
+2.04%
+$92,898.63 
LLY Eli Lilly and Company
+2.02%
+$81,436.47 
MCD McDonald's Corporation
+1.98%
+$6,873.72 
SPGI S&P Global Inc.
+1.97%
+$5,086.8 
GILD Gilead Sciences Inc.
+1.87%
+$11,370.63 
WMT Walmart Inc.
+1.81%
+$22,622.34 
ABBV AbbVie Inc.
+1.79%
+$22,853.48 
CME CME Group Inc.
+1.79%
+$7,025.76 
DHR Danaher Corporation
+1.58%
+$3,504.44 
COST Costco Wholesale Corporation
+1.54%
+$18,707.96 
XLV Health Care Select Sector SPDR Fund
+1.43%
+$6,915.66 
FHLC Fidelity MSCI Health Care Index ETF
+1.39%
+$4,977.36 
V Visa Inc. Class A
+1.31%
+$6,642.67 
LH Labcorp Holdings Inc.
+1.24%
+$4,346.65 
KO The Coca-Cola Company
+1.22%
+$4,274.2 
AKBA Akebia Therapeutics Inc.
+1.18%
+$174.51 
ABT Abbott Laboratories
+1.11%
+$4,401.35 
AMGN Amgen Inc.
+1.1%
+$12,051.6 
LMT Lockheed Martin Corporation
+1.01%
+$7,554.12 
AXP American Express Company
+0.97%
+$11,522.7 
MA Mastercard Incorporated
+0.91%
+$8,711.45 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$5,625.06 
DE Deere & Company
+0.87%
+$4,117.11 
BRK-A Berkshire Hathaway Inc.
+0.83%
+$12,681.9 
VRTX Vertex Pharmaceuticals Incorporated
+0.82%
+$1,772.25 
BKNG Booking Holdings Inc.
+0.82%
+$4,165.59 
TRV The Travelers Companies, Inc.
+0.77%
+$2,427.3 
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF
+0.73%
+$5,113.11 
HD The Home Depot, Inc.
+0.71%
+$5,803.19 
EHC Encompass Health Corporation
+0.7%
+$1,777.35 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$1,465.42 
MRK Merck & Co., Inc.
+0.64%
+$4,831.89 
TMO Thermo Fisher Scientific Inc.
+0.64%
+$2,925.72 
PG Procter & Gamble Co
+0.61%
+$1,970.32 
USMV iShares MSCI USA Min Vol Factor ETF
+0.55%
+$19,550.3 
XYL Xylem Inc.
+0.52%
+$1,986.32 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.46%
+$6,511.06 
ITW Illinois Tool Works Inc.
+0.34%
+$1,198.8 
JNJ Johnson & Johnson
+0.3%
+$2,698.26 
AAPL Apple Inc.
+0.22%
+$12,302.86 
AMP Ameriprise Financial, Inc.
+0.2%
+$774.4 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.09%
+$637.02 
TLT iShares 20+ Year Treasury Bond ETF
+0.09%
+$490 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$1,124.02 
SPLV Invesco S&P 500 Low Volatility ETF
+0.04%
+$101.1 
TLH iShares 10-20 Year Treasury Bond ETF
+0.04%
+$582.16 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$661.4 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$187.91 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$22.64 
PSI Invesco Semiconductors ETF
0%
$0 
GLW Corning Incorporated
-13.61%
-$17,780.25 
GEV GE Vernova Inc.
-8.63%
-$20,405.91 
LRCX Lam Research Corporation
-8.25%
-$160,260.32 
WULF TeraWulf Inc.
-7.59%
-$14,884.4 
ETN Eaton Corporation plc
-7.59%
-$57,408.33 
PTF Invesco Dorsey Wright Technology ETF
-7.36%
-$24,876.16 
MRVL Marvell Technology, Inc.
-7.32%
-$41,109.14 
AMAT Applied Materials, Inc.
-7.04%
-$241,065.92 
ARW Arrow Electronics Inc.
-6.24%
-$28,460 
ANET Arista Networks, Inc.
-5.89%
-$70,724.64 
DELL Dell Technologies Inc.
-5.84%
-$39,834.26 
JCI Johnson Controls International plc
-5.65%
-$33,536.25 
MU Micron Technology, Inc.
-5.27%
-$15,516.76 
NXPI NXP Semiconductors N.V.
-5.24%
-$11,869.62 
BAC Bank of America Corporation
-5.14%
-$35,445.97 
SMH VanEck Semiconductor ETF
-4.89%
-$13,945.57 
PRN Invesco Dorsey Wright Industrials ETF
-4.78%
-$27,393.77 
AVGO Broadcom Inc.
-4.71%
-$99,152.66 
PWR Quanta Services Inc.
-4.4%
-$37,380.2 
AMD Advanced Micro Devices, Inc.
-4.33%
-$83,857.2 
GS The Goldman Sachs Group, Inc.
-3.97%
-$19,006.9 
ARTY iShares Future AI & Tech ETF
-3.78%
-$8,151 
TT Trane Technologies plc
-3.75%
-$17,977.8 
ORCL Oracle Corporation
-3.72%
-$16,870.62 
CDNS Cadence Design Systems, Inc.
-3.56%
-$13,361.76 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.41%
-$988,906.73 
NVDA NVIDIA Corporation
-3.4%
-$173,038.09 
GDX VanEck Gold Miners ETF
-3.04%
-$7,265.85 
CMI Cummins Inc.
-2.84%
-$17,738.82 
PKB Invesco Building & Construction ETF
-2.49%
-$7,559.08 
VMI Valmont Industries, Inc.
-2.39%
-$4,550.7 
PH Parker-Hannifin Corporation
-2.25%
-$24,316.2 
ROK Rockwell Automation, Inc.
-2.19%
-$9,670.78 
SPCX Space Exploration Technologies Corp. Class A
-2.04%
-$23,984.66 
PLUG Plug Power Inc.
-1.91%
-$1,629.92 
C Citigroup Inc.
-1.9%
-$4,540.8 
GE General Electric Company
-1.89%
-$6,825.9 
RCL Royal Caribbean Group
-1.86%
-$2,931.81 
CSCO Cisco Systems, Inc.
-1.84%
-$12,963.58 
MMM 3M Company
-1.78%
-$6,126.96 
TSLA Tesla, Inc.
-1.76%
-$16,550.76 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.73%
-$30,016.03 
JPM JPMorgan Chase & Co.
-1.71%
-$40,772.62 
WAB Wabtec Corporation
-1.67%
-$5,092.88 
GLD SPDR Gold Shares
-1.51%
-$124,836.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.34%
-$52,837.2 
IXUS iShares Core International Stock ETF
-1.31%
-$37,091.62 
VSGX Vanguard ESG International Stock ETF
-1.3%
-$54,216 
VEU Vanguard FTSE All-World ex-US ETF
-1.3%
-$11,401.39 
BLK BlackRock, Inc.
-1.29%
-$5,216.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.26%
-$2,987.6 
GARP iShares MSCI USA Quality GARP ETF
-1.26%
-$193,309.82 
AMZN Amazon.com Inc
-1.25%
-$49,491.78 
WMB The Williams Companies, Inc.
-1.22%
-$3,952.49 
RTX RTX Corporation
-1.17%
-$8,658.2 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-1.15%
-$14,993.06 
XLE Energy Select Sector SPDR Fund
-0.92%
-$3,135 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$91,413.3 
NEE NextEra Energy, Inc.
-0.81%
-$2,608.31 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.81%
-$10,387.94 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$115,060.2 
COF Capital One Financial Corporation
-0.76%
-$2,308.68 
VT Vanguard Total World Stock ETF
-0.76%
-$2,048.38 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.75%
-$9,198.42 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$18,387.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.72%
-$61,108.16 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.67%
-$2,539.68 
XLG Invesco S&P 500 Top 50 ETF
-0.67%
-$2,510.76 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$11,000.27 
VBK Vanguard Small-Cap Growth ETF
-0.64%
-$1,423.52 
PNC The PNC Financial Services Group, Inc.
-0.64%
-$5,302.55 
IQLT iShares MSCI International Quality Factor ETF
-0.63%
-$183,461.12 
XOM Exxon Mobil Corporation
-0.55%
-$1,947.66 
VO Vanguard Mid-Cap ETF
-0.52%
-$3,397.37 
VTV Vanguard Value ETF
-0.49%
-$2,665.05 
VOO Vanguard S&P 500 ETF
-0.46%
-$1,252.58 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$5,724.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$77,815.65 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.44%
-$16,749.12 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$19,292.91 
AVUV Avantis U.S. Small Cap Value ETF
-0.43%
-$34,545.4 
LIN Linde plc
-0.39%
-$3,069.76 
RY Royal Bank of Canada
-0.37%
-$1,550.78 
VB Vanguard Small-Cap ETF
-0.37%
-$26,562.21 
XLF Financial Select Sector SPDR Fund
-0.37%
-$2,412.69 
VUG Vanguard Growth ETF
-0.36%
-$1,676.14 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$111,139.89 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.35%
-$2,006.4 
MGK Vanguard Mega Cap Growth ETF
-0.34%
-$8,348.92 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.31%
-$56,710.12 
ESGV Vanguard ESG U.S. Stock ETF
-0.31%
-$1,079.82 
ECL Ecolab Inc.
-0.23%
-$585.65 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$3,908.58 
NUSC Nuveen ESG Small-Cap ETF
-0.2%
-$1,021.9 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.2%
-$1,243.15 
IUSV iShares Core S&P U.S. Value ETF
-0.18%
-$2,660.07 
MBB iShares MBS ETF
-0.17%
-$1,468.8 
FXF Invesco CurrencyShares Swiss Franc Trust
-0.12%
-$250 
FV First Trust Dorsey Wright Focus 5 ETF
-0.1%
-$617.55 
IEF iShares 7-10 Year Treasury Bond ETF
-0.09%
-$884.24 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$979.04 
CSX CSX Corporation
-0.08%
-$170.96 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.07%
-$11,295.24 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$21,541.9 
MUB iShares National Muni Bond ETF
-0.06%
-$654.36 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.04%
-$147.96 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$139.42 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$612.33 
DGRO iShares Core Dividend Growth ETF
-0.04%
-$3,043.41 
SUB iShares Short-Term National Muni Bond ETF
-0.04%
-$997.92 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$1,280.49 
QUAL iShares MSCI USA Quality Factor ETF
-0.03%
-$895.74 
IBHG iShares iBonds 2027 High Yield Income
-0.02%
-$754.26 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.02%
-$81.61 
TJX The TJX Companies, Inc.
-0.02%
-$81.72 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$597.94 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.02%
-$65.78 
TIP iShares TIPS Bond ETF
-0.01%
-$50.33 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2263 | Longs Won 1577/2263 69% | Profit Factor 12.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $271,886.39 |
| Average Win $93,906.56 | Best Trade (Aug 14) $5.11M | Sharpe Ratio -80.31 |
| Average Loss -$17,170.73 | Worst Trade (Aug 07) -$434,205.96 | Z-Score 5.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w | Expectancy $60,234.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,853 | $2.77M | $5.61M | - | $2.84M | 102.5% | +0.22% |
| ABBV AbbVie Inc. | 4,952 | $787,770.5 | $1.3M | - | $508,341.22 | 64.53% | +1.795% |
| ABT Abbott Laboratories | 3,895 | $424,137.03 | $401,496.6 | - | -$22,640.43 | -5.34% | +1.108% |
| AGG iShares Core U.S. Aggregate Bond ETF | 12,238 | $1.21M | $1.17M | - | -$35,848.6 | -2.96% | -0.083% |
| AJG Arthur J. Gallagher & Co. | 2,791 | $739,656.8 | $707,309.17 | - | -$32,347.63 | -4.37% | +5.453% |
| AKBA Akebia Therapeutics Inc. | 15,581 | $24,205.11 | $15,002.94 | - | -$9,202.17 | -38.02% | +1.177% |
| AMAT Applied Materials, Inc. | 7,504 | $1.06M | $3.18M | - | $2.12M | 199.63% | -7.037% |
| AMD Advanced Micro Devices, Inc. | 3,752 | $546,625.97 | $1.85M | - | $1.31M | 238.93% | -4.33% |
| AMGN Amgen Inc. | 2,904 | $783,894.98 | $1.11M | - | $323,981.02 | 41.33% | +1.1% |
| AMP Ameriprise Financial, Inc. | 704 | $265,885.29 | $393,331.84 | - | $127,446.55 | 47.93% | +0.197% |
| AMZN Amazon.com Inc | 15,418 | $2.07M | $3.91M | - | $1.84M | 89.07% | -1.25% |
| ANET Arista Networks, Inc. | 6,014 | $632,064.3 | $1.13M | - | $497,545.32 | 78.72% | -5.892% |
| ARTY iShares Future AI & Tech ETF | 2,860 | $217,780 | $207,721.8 | - | -$10,058.2 | -4.62% | -3.776% |
| ARW Arrow Electronics Inc. | 2,000 | $209,140 | $427,940 | - | $218,800 | 104.62% | -6.236% |
| AVGO Broadcom Inc. | 5,812 | $917,293.02 | $2M | - | $1.09M | 118.55% | -4.713% |
| AVUV Avantis U.S. Small Cap Value ETF | 65,180 | $6.63M | $8.08M | - | $1.45M | 21.92% | -0.426% |
| AXP American Express Company | 3,658 | $589,807.27 | $1.2M | - | $609,431.45 | 103.33% | +0.97% |
| BAC Bank of America Corporation | 10,991 | $370,212.43 | $653,579.81 | - | $283,367.38 | 76.54% | -5.144% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 37,582 | $3.45M | $3.44M | - | -$6,332.74 | -0.18% | +0.005% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 66,140 | $6.57M | $6.56M | - | -$4,731.57 | -0.07% | +0.01% |
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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 - $9.09M, Vanguard Mega Cap Growth ETF - $3.68M, Vanguard Total Bond Market Index Fund - $3.47M, SPDR Gold Shares - $3.33M, and NVIDIA Corporation - $2.97M. 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: Boston Scientific Corporation - $353,158.43, Moderna, Inc - $303,253.17, Taiwan Semiconductor Manufacturing Company Limited - $299,013.27, iShares Global Clean Energy ETF - $278,511.55, and Pfizer Inc - $246,624.14. 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 $25.19M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $3.46M, JPMorgan Nasdaq Equity Premium Income ETF - $1.68M, JPMorgan Equity Premium Income Fund - $1.57M, 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.
