BC
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:
32.48%
Gain +0.31%
Monthly
0.85%
Yearly
10.66%
Drawdown
12.05%
$408.87M
Equity
Holdings
$408.87M
Investment
$305.52M
$135.64M
Profit +$1.44M
Realized
$32.29M
Unrealized
$103.35M
Dividends
$22.76M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.31%
Profit
$1.44M
Win %
76%
This Week
Compared To Last Week
Gain
0.24%
Profit
$985,337.79
Win %
76%
This Month
Compared to last month
Gain
-0.56%
Profit
-$2.31M
Win %
76%
This Year
Compared to last year
Gain
8.9%
Profit
$33.41M
Win %
76%
AMD Advanced Micro Devices, Inc.
+4.75%
+$110,687.8 
ANET Arista Networks, Inc.
+4.37%
+$41,423.1 
PWR Quanta Services Inc.
+3.57%
+$34,427.77 
PSI Invesco Semiconductors ETF
+3.01%
+$14,597.1 
GDX VanEck Gold Miners ETF
+2.98%
+$8,676.8 
CME CME Group Inc.
+2.79%
+$10,182.13 
AKBA Akebia Therapeutics Inc.
+2.79%
+$290.68 
AMAT Applied Materials, Inc.
+2.63%
+$125,423.67 
GS The Goldman Sachs Group, Inc.
+2.61%
+$12,533.41 
T AT&T Inc.
+2.48%
+$4,857.54 
JPM JPMorgan Chase & Co.
+2.3%
+$48,475.15 
AXP American Express Company
+2.18%
+$34,173.2 
SYK Stryker Corporation
+2.11%
+$4,773.93 
AMP Ameriprise Financial, Inc.
+1.91%
+$7,795.18 
TSLA Tesla, Inc.
+1.88%
+$28,609.1 
ARW Arrow Electronics Inc.
+1.77%
+$7,880 
WELL Welltower Inc.
+1.66%
+$4,753 
SMH VanEck Semiconductor ETF
+1.65%
+$7,408.79 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$12,448.97 
LIN Linde plc
+1.58%
+$12,487.68 
BX Blackstone Inc.
+1.57%
+$3,097 
BLK BlackRock, Inc.
+1.56%
+$5,762.11 
DE Deere & Company
+1.53%
+$5,999.35 
BAC Bank of America Corporation
+1.52%
+$8,851.08 
COF Capital One Financial Corporation
+1.49%
+$3,837.37 
XLF Financial Select Sector SPDR Fund
+1.39%
+$8,546.84 
SPGI S&P Global Inc.
+1.37%
+$3,459.12 
NEE NextEra Energy, Inc.
+1.3%
+$2,857.53 
ABBV AbbVie Inc.
+1.3%
+$14,802.37 
LRCX Lam Research Corporation
+1.19%
+$29,747.17 
WAB Wabtec Corporation
+1.18%
+$3,324.84 
ITW Illinois Tool Works Inc.
+1.17%
+$3,930.62 
PKB Invesco Building & Construction ETF
+1.16%
+$3,179.66 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$5,566.86 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+1.11%
+$12,050.06 
NUSC Nuveen ESG Small-Cap ETF
+1.09%
+$5,620.45 
UL Unilever PLC Sponsored American Depositary Receipt
+1.08%
+$2,124.36 
JNJ Johnson & Johnson
+1.07%
+$7,425.6 
V Visa Inc. Class A
+1.05%
+$4,278.56 
IJR iShares Core S&P Small-Cap ETF
+1%
+$12,202.15 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$3,808.08 
VO Vanguard Mid-Cap ETF
+0.97%
+$6,899.17 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$76,448.97 
VTV Vanguard Value ETF
+0.94%
+$4,922.77 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$13,578 
XYL Xylem Inc.
+0.92%
+$3,174.99 
FV First Trust Dorsey Wright Focus 5 ETF
+0.89%
+$3,925.35 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$2,394.24 
PG Procter & Gamble Co
+0.85%
+$3,355.87 
GE General Electric Company
+0.81%
+$3,088.79 
BKNG Booking Holdings Inc.
+0.81%
+$3,795 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$20,148.78 
IUSV iShares Core S&P U.S. Value ETF
+0.8%
+$10,996.11 
NXPI NXP Semiconductors N.V.
+0.77%
+$2,237.05 
SLV iShares Silver Trust
+0.77%
+$1,460.76 
XLE Energy Select Sector SPDR Fund
+0.77%
+$2,729.76 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$90,360.66 
HD The Home Depot, Inc.
+0.73%
+$6,517.5 
VB Vanguard Small-Cap ETF
+0.73%
+$45,491.64 
COST Costco Wholesale Corporation
+0.72%
+$8,017.53 
MA Mastercard Incorporated
+0.7%
+$5,647.72 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$28,490.7 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,669.87 
ECL Ecolab Inc.
+0.68%
+$1,598.44 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.66%
+$54,838.29 
WMB The Williams Companies, Inc.
+0.65%
+$1,866.51 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$7,523.91 
IDVO Amplify CWP International Enhanced Dividend Income ETF
+0.63%
+$2,567.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$24,347 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$107,360.08 
CMI Cummins Inc.
+0.59%
+$4,315.05 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$80,724.38 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,493.41 
JLL Jones Lang LaSalle Inc.
+0.58%
+$1,102.52 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.57%
+$185,538.42 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$5,198.66 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$159,537.49 
GOOGL Alphabet Inc
+0.56%
+$13,416.07 
HON Honeywell International Inc.
+0.55%
+$1,991.66 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$16,417.05 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$23,923.34 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$9,069.06 
VT Vanguard Total World Stock ETF
+0.46%
+$1,208.16 
GOOG Alphabet Inc
+0.46%
+$17,347.92 
IXUS iShares Core International Stock ETF
+0.46%
+$12,336.28 
WMT Walmart Inc.
+0.45%
+$8,044.74 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$14,970.74 
VSGX Vanguard ESG International Stock ETF
+0.41%
+$13,798.32 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$3,456.53 
NGG National Grid plc Sponsored ADR
+0.4%
+$1,704.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$890.34 
ROK Rockwell Automation, Inc.
+0.36%
+$1,111.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$12,199.5 
AMGN Amgen Inc.
+0.34%
+$3,763.71 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.33%
+$5,737.25 
GSK GSK plc Sponsored ADR
+0.32%
+$2,433.38 
SNY Sanofi American Depositary Receipt
+0.32%
+$1,171.38 
CDNS Cadence Design Systems, Inc.
+0.31%
+$1,516.31 
MMM 3M Company
+0.29%
+$867.56 
XOM Exxon Mobil Corporation
+0.29%
+$876.75 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$3,355.24 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$13,366.5 
ADP Automatic Data Processing Inc.
+0.23%
+$428.91 
VUG Vanguard Growth ETF
+0.22%
+$995.22 
TRV The Travelers Companies, Inc.
+0.21%
+$524.8 
NVDA NVIDIA Corporation
+0.18%
+$11,032.66 
RY Royal Bank of Canada
+0.14%
+$563.92 
MSFT Microsoft Corp.
+0.13%
+$5,211.96 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$605.84 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.13%
+$18,388.22 
PH Parker-Hannifin Corporation
+0.12%
+$1,248.5 
KO The Coca-Cola Company
+0.1%
+$326.88 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.08%
+$1,540.07 
IBHG iShares iBonds 2027 High Yield Income
+0.07%
+$1,305.56 
GLD SPDR Gold Shares
+0.06%
+$10,326.09 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$17,385.18 
TJX The TJX Companies, Inc.
+0.06%
+$303.14 
ORCL Oracle Corporation
+0.05%
+$212.65 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$789.2 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$1,524.84 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$462.12 
PANW Palo Alto Networks, Inc.
+0.03%
+$133.8 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$157.32 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.02%
+$314.33 
MCD McDonald's Corporation
+0.01%
+$24.05 
TIP iShares TIPS Bond ETF
+0.01%
+$25.16 
AZN
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
JCI
0%
$0 
LH
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$103,573.09 
PLUG Plug Power Inc.
-2.12%
-$2,143.32 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$24,894.17 
ABT Abbott Laboratories
-1.68%
-$5,748.57 
LMT Lockheed Martin Corporation
-1.54%
-$11,948.29 
AAPL Apple Inc.
-1.52%
-$91,998 
MRK Merck & Co., Inc.
-1.41%
-$8,750.06 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$4,751.46 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.25%
-$19,081.23 
AMZN Amazon.com Inc
-1.21%
-$53,302.38 
NFLX Netflix, Inc.
-1.14%
-$8,924.28 
UBER Uber Technologies, Inc.
-1.12%
-$5,881.2 
CHRS Coherus Biosciences Inc.
-1.06%
-$527.92 
IBM International Business Machines Corporation
-0.97%
-$8,140.86 
AJG Arthur J. Gallagher & Co.
-0.96%
-$4,460.46 
AVGO Broadcom Inc.
-0.94%
-$19,356.19 
NOW ServiceNow, Inc.
-0.84%
-$6,303.16 
PNQI Invesco NASDAQ Internet ETF
-0.69%
-$5,646.9 
CSCO Cisco Systems, Inc.
-0.6%
-$4,955.97 
BSX Boston Scientific Corporation
-0.59%
-$3,027.36 
NVS Novartis AG Sponsored ADR
-0.57%
-$2,572.24 
ETN Eaton Corporation plc
-0.55%
-$3,860.8 
DECK Deckers Outdoor Corporation
-0.49%
-$1,540.19 
TT Trane Technologies plc
-0.42%
-$1,592.75 
NOC Northrop Grumman Corporation
-0.4%
-$792.01 
DHR Danaher Corporation
-0.36%
-$705.89 
MRVL Marvell Technology, Inc.
-0.34%
-$2,611.17 
RTX RTX Corporation
-0.34%
-$2,319.07 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$1,540 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$4,762.12 
CRM Salesforce Inc
-0.25%
-$1,421.47 
FHLC Fidelity MSCI Health Care Index ETF
-0.23%
-$831.13 
META Meta Platforms Inc Class A
-0.23%
-$1,903.19 
GILD Gilead Sciences Inc.
-0.21%
-$1,080.82 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$727.64 
FXF Invesco CurrencyShares Swiss Franc Trust
-0.16%
-$360 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$1,859.55 
MBB iShares MBS ETF
-0.16%
-$1,353.15 
WINN Harbor Long-Term Growers ETF
-0.12%
-$1,649.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,986.97 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$34,748.32 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.11%
-$400.45 
INTU Intuit Inc.
-0.1%
-$106.68 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.09%
-$1,210.72 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.07%
-$342.77 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$633.19 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$625.17 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$239.56 
MUB iShares National Muni Bond ETF
-0.01%
-$99.98 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1934 | Longs Won 1339/1934 69% | Profit Factor 16.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $311,821.7 |
| Average Win $107,644.43 | Best Trade (Jun 12) $6.51M | Sharpe Ratio -12.63 |
| Average Loss -$14,283.43 | Worst Trade (Jun 12) -$659,856.42 | Z-Score 13.81 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1d | Expectancy $70,133.02 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
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
