Kelly Kaczmarczyk Portfolio
Invests via Dravo Bay LLC | Managed by Kelly Wilson
Invests via Dravo Bay LLC
Managed by Kelly Wilson
Automatically Tracked
Kelly Kaczmarczyk Profile
With a robust foundation in marketing and business development, Kelly Kaczmarczyk has established herself as a notable entrepreneur and industry leader. Her experience encompasses launching innovative solutions that drive growth across various sectors, including technology and consumer services. As an adept strategist, she plays a critical role in bridging market gaps through her insightful understanding of customer needs. Under her leadership, organizations have effectively navigated challenges while leveraging opportunities to enhance market presence. Recognized for her ability to cultivate strong relationships and lead cross-functional teams, she continues to influence the entrepreneurial landscape with vision and dynamism.
With a robust foundation in marketing and business development, Kelly Kaczmarczyk has established herself as a notable entrepreneur and industry leader. Her experience encompasses launching innovative solutions that drive growth across various sectors, including technology and consumer services. As an adept strategist, she plays a critical role in bridging market gaps through her insightful understanding of customer needs. Under her leadership, organizations have effectively navigated challenges while leveraging opportunities to enhance market presence. Recognized for her ability to cultivate strong relationships and lead cross-functional teams, she continues to influence the entrepreneurial landscape with vision and dynamism.
Investment Philosophy & Strategy
Kelly Kaczmarczyk leverages her entrepreneurial acumen to identify and capitalize on market inefficiencies. Her strategic focus is centered around fostering innovation that meets evolving customer demands, particularly within technology and consumer services. With a deep understanding of business dynamics, she emphasizes scalability in operations while cultivating competitive advantages through collaborative partnerships. By prioritizing agile responses to market trends, she enhances the growth trajectories of emerging ventures under her guidance.
Kelly Kaczmarczyk leverages her entrepreneurial acumen to identify and capitalize on market inefficiencies. Her strategic focus is centered around fostering innovation that meets evolving customer demands, particularly within technology and consumer services. With a deep understanding of business dynamics, she emphasizes scalability in operations while cultivating competitive advantages through collaborative partnerships. By prioritizing agile responses to market trends, she enhances the growth trajectories of emerging ventures under her guidance.
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:
61.19%
Gain +3.56%
Monthly
0.7%
Yearly
8.73%
Drawdown
17.61%
$275.1M
Equity
Holdings
$275.1M
Investment
$216.31M
$62.55M
Profit +$6.69M
Realized
$3.76M
Unrealized
$58.79M
Dividends
$18.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.56%
Profit
$6.69M
Win %
84%
This Week
Compared To Last Week
Gain
2.67%
Profit
$7.15M
Win %
84%
This Month
Compared to last month
Gain
2.67%
Profit
$7.15M
Win %
84%
This Year
Compared to last year
Gain
11.77%
Profit
$28.96M
Win %
84%
AMZN Amazon.com Inc
+15.32%
+$37,162.39 
MSFT Microsoft Corp.
+3.02%
+$9,234.35 
NVDA NVIDIA Corporation
+2.93%
+$11,631.28 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$6,988.95 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$484,664.54 
VUG Vanguard Growth ETF
+1.1%
+$115,221.42 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$71,756.72 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$4,637.88 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$37,573.56 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,077.27 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,439.04 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$5,147.86 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,109.87 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$944.73 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$3,388.5 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$91.37 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$81,381.88 
DRI Darden Restaurants, Inc.
-1.64%
-$12,309.09 
DE Deere & Company
-1.13%
-$3,196 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$3,860.7 
XOM Exxon Mobil Corporation
-0.97%
-$1,851.3 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$5,409.25 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$53,388.06 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$12,283.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$170,002.72 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$21,827.61 
SCHF Schwab International Equity ETF
-0.58%
-$2,499.68 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$56,865.6 
MBB iShares MBS ETF
-0.4%
-$1,763.42 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$42,799.92 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$4,547.61 
VTV Vanguard Value ETF
-0.27%
-$26,662.24 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$119,615.04 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,639.89 
IWN iShares Russell 2000 Value ETF
-0.25%
-$2,420.46 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$987.4 
VB Vanguard Small-Cap ETF
-0.22%
-$986.67 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$1,458.84 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$3,329.28 
DGCB Dimensional Global Credit Fund
-0.18%
-$25,652.16 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$20,721.69 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$720.69 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$2,624.32 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$334.04 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$343.2 
MUB iShares National Muni Bond ETF
-0.11%
-$5,754.84 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$6,496.75 
HYD VanEck High Yield Muni ETF
-0.1%
-$1,595.15 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$294.3 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$272.34 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$9,090.96 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$204.96 Events
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Dividends
Dividend Analysis
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| Trades 900 | Longs Won 519/900 57% | Profit Factor 8.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $498,779.27 |
| Average Win $136,722.74 | Best Trade (Aug 10) $9.78M | Sharpe Ratio -9.47 |
| Average Loss -$22,069.99 | Worst Trade (Sep 30) -$1.34M | Z-Score -0.47 (36.36%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 1d | Expectancy $69,500.49 |
| 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 | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
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Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kelly Kaczmarczyk?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap ETF - $6.63M, VANGUARD FTSE DEVELOPED MARKETS ETF - $3.53M, Schwab U.S. Large-Cap Value ETF - $1.63M, Dimensional Core Fixed Income ETF - $978,199.77, and Dimensional Global Credit Fund - $972,828.18. 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: iShares J.P. Morgan USD Emerging Markets Bond ETF - $374,515.92, Vanguard Total Bond Market Index Fund - $303,920.48, Vanguard Growth ETF - $294,615.97, VanEck High Yield Muni ETF - $55,824.72, and Deere & Company - $35,481.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kelly Kaczmarczyk's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.29M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $3.04M, Schwab U.S. Large-Cap Value ETF - $1.38M, Vanguard Total Bond Market Index Fund - $1.05M, Dimensional Core Fixed Income ETF - $987,729.06, and Dimensional Global Credit Fund - $986,007.82. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kelly Kaczmarczyk's monthly returns?
Kelly Kaczmarczyk'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 Kelly Kaczmarczyk's strategy be considered aggressive or moderate?
Kelly Kaczmarczyk's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kelly Kaczmarczyk's strategy?
Kelly Kaczmarczyk'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.
