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:
62.89%
Gain +0.24%
Monthly
0.61%
Yearly
7.54%
Drawdown
17.61%
$287.3M
Equity
Holdings
$287.3M
Investment
$235.36M
$55.88M
Profit +$502,953.18
Realized
$3.94M
Unrealized
$51.94M
Dividends
$19.35M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$502,953.18
Win %
72%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$2.05M
Win %
72%
This Month
Compared to last month
Gain
0.27%
Profit
$777,300.57
Win %
72%
This Year
Compared to last year
Gain
-0.65%
Profit
-$1.89M
Win %
73%
DRI Darden Restaurants, Inc.
+1.92%
+$10,510.84 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.42%
+$4,672.77 
HYD VanEck High Yield Muni ETF
+1.2%
+$19,256.58 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+1.17%
+$17,769.95 
DE Deere & Company
+1.17%
+$3,572 
MSFT Microsoft Corp.
+1.03%
+$3,401.41 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.01%
+$15,632.64 
IWN iShares Russell 2000 Value ETF
+0.84%
+$7,629.9 
USMV iShares MSCI USA Min Vol Factor ETF
+0.82%
+$8,138.98 
MUB iShares National Muni Bond ETF
+0.82%
+$38,533.58 
VTEB Vanguard Tax-Exempt Bond ETF
+0.81%
+$53,764.86 
DFAS Dimensional U.S. Small Cap ETF
+0.7%
+$89,023.02 
VB Vanguard Small-Cap ETF
+0.69%
+$2,945.14 
VTV Vanguard Value ETF
+0.65%
+$66,196.8 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.59%
+$1,418.58 
DFCF Dimensional Core Fixed Income ETF
+0.57%
+$95,872.97 
BND Vanguard Total Bond Market Index Fund
+0.55%
+$4,251.39 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.55%
+$1,947.87 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.53%
+$2,308.82 
SCHV Schwab U.S. Large-Cap Value ETF
+0.52%
+$254,469.25 
IWO iShares Russell 2000 Growth ETF
+0.49%
+$3,019.36 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.42%
+$950.67 
DGCB Dimensional Global Credit Fund
+0.42%
+$68,091.98 
VYM Vanguard High Dividend Yield ETF
+0.4%
+$1,518.93 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.36%
+$26,567.36 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.34%
+$1,362.2 
IEFA iShares Core MSCI EAFE ETF
+0.33%
+$10,609.51 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$5,174.23 
SUB iShares Short-Term National Muni Bond ETF
+0.27%
+$2,638.24 
DISV Dimensional International Small Cap Equity Fund
+0.2%
+$24,279.15 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.19%
+$31,751.64 
BSV Vanguard Short-Term Bond ETF
+0.18%
+$559.98 
SCHB Schwab U.S. Broad Market ETF
+0.1%
+$372.33 
AAPL Apple Inc.
+0.09%
+$927.84 
SCHX Schwab U.S. Large-Cap ETF
+0.03%
+$264.32 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$452.71 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$1,958.05 
IVV iShares Core S&P 500 ETF
0%
+$6.26 
SPY SPDR S&P 500 ETF Trust
0%
+$0.01 
SMH VanEck Semiconductor ETF
-2.08%
-$3,598.04 
NVDA NVIDIA Corporation
-1.81%
-$8,232 
IEMG iShares Core MSCI Emerging Markets ETF
-1.08%
-$57,508.45 
DFEV Dimensional Emerging Markets Value ETF
-1%
-$49,548.1 
VUG Vanguard Growth ETF
-0.47%
-$53,221.98 
SPEM SPDR Portfolio Emerging Markets ETF
-0.46%
-$2,701.8 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$32,049.12 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.38%
-$1,703.75 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.33%
-$169,526.04 
AMZN Amazon.com Inc
-0.29%
-$769.6 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.02%
-$346.57 
SCHF Schwab International Equity ETF
-0.02%
-$78.58 Events
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Dividends
Dividend Analysis
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| Trades 947 | Longs Won 519/947 54% | Profit Factor 6.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $466,109.73 |
| Average Win $127,452.14 | Best Trade (Oct 14) $10.28M | Sharpe Ratio -8.96 |
| Average Loss -$23,988.94 | Worst Trade (Sep 30) -$1.34M | Z-Score -4.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 5d | Expectancy $59,007.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,042 | $597,939.37 | $1.04M | - | $446,272.76 | 74.64% | +0.089% |
| AMZN Amazon.com Inc | 1,040 | $230,561.09 | $263,473.6 | - | $32,912.51 | 14.27% | -0.291% |
| BND Vanguard Total Bond Market Index Fund | 10,901 | $790,534.83 | $771,681.79 | - | -$18,853.04 | -2.38% | +0.554% |
| BSV Vanguard Short-Term Bond ETF | 4,148 | $316,614.65 | $317,508.66 | - | $894.01 | 0.28% | +0.177% |
| DE Deere & Company | 470 | $220,751.06 | $309,250.6 | - | $88,499.54 | 40.09% | +1.169% |
| DFAS Dimensional U.S. Small Cap ETF | 163,345 | $10.98M | $12.71M | - | $1.73M | 15.76% | +0.705% |
| DFCF Dimensional Core Fixed Income ETF | 416,839 | $17.85M | $16.93M | - | -$917,284.44 | -5.14% | +0.57% |
| DFEV Dimensional Emerging Markets Value ETF | 119,393 | $3.55M | $4.91M | - | $1.36M | 38.48% | -0.999% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 352,796 | $16.85M | $16.51M | - | -$345,672.92 | -2.05% | +0.193% |
| DGCB Dimensional Global Credit Fund | 309,509 | $16.94M | $16.26M | - | -$677,430.73 | -4% | +0.421% |
| DISV Dimensional International Small Cap Equity Fund | 285,637 | $8.76M | $12.15M | - | $3.39M | 38.76% | +0.2% |
| DRI Darden Restaurants, Inc. | 2,631 | $484,156.62 | $559,126.96 | - | $74,970.34 | 15.48% | +1.916% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 30,181 | $1.53M | $1.53M | - | -$2,544.4 | -0.17% | +0.03% |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 19,460 | $400,207.64 | $403,016.6 | - | $2,808.96 | 0.7% | +0.339% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 3,567 | $303,985.6 | $334,513.26 | - | $30,527.66 | 10.04% | +1.417% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 2,627 | $233,982.5 | $241,027.25 | - | $7,044.75 | 3.01% | +0.592% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 9,054 | $216,969.08 | $225,761.49 | - | $8,792.41 | 4.05% | +0.423% |
| HYD VanEck High Yield Muni ETF | 33,201 | $1.7M | $1.62M | - | -$76,393.96 | -4.5% | +1.202% |
| HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | 64,618 | $1.6M | $1.53M | - | -$66,461.11 | -4.15% | +1.172% |
| IDEV iShares Core MSCI International Developed Markets ETF (IDEV) | 83,023 | $5.76M | $7.39M | - | $1.63M | 28.34% | +0.361% |
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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 - $3.6M, Schwab U.S. Large-Cap Value ETF - $1.86M, Dimensional Core Fixed Income ETF - $1.12M, and Dimensional Short-Duration Fixed Income ETF - $1.08M. 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 - $373,343.82, Vanguard Total Bond Market Index Fund - $300,037.48, Vanguard Growth ETF - $283,084.54, VanEck High Yield Muni ETF - $49,155.29, and Exxon Mobil Corporation - $36,779.72. 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 $19.35M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $3.11M, Schwab U.S. Large-Cap Value ETF - $1.62M, Dimensional Core Fixed Income ETF - $1.13M, Dimensional Short-Duration Fixed Income ETF - $1.08M, and Dimensional Global Credit Fund - $1.06M. 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.
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