Kelly Kaczmarczyk Portfolio

Invests via Dravo Bay LLC | Managed by Kelly Wilson

Invests via Dravo Bay LLC

Managed by Kelly Wilson

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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.

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.

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:

34.41%

Gain +0.88%

Monthly

0.41%

Yearly

4.99%

Drawdown

15.74%

$263.58M

Equity

Holdings

$263.58M

Investment

$207.9M

$59.52M

Profit +$2.59M

Realized

$3.83M

Unrealized

$55.69M

Dividends

$16.57M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.88%

Profit

$2.59M

Win %

90%

This Week

Compared To Last Week

Gain

0.99%

Profit

$2.59M

Win %

90%

This Month

Compared to last month

Gain

0.62%

Profit

$1.63M

Win %

90%

This Year

Compared to last year

Gain

9.53%

Profit

$22.93M

Win %

90%

Gainers
Losers

NVDA NVIDIA Corporation

+3.15%

+$13,159.02

AMZN Amazon.com Inc

+3.11%

+$9,089.5

DFEV Dimensional Emerging Markets Value ETF

+2.81%

+$133,113.15

SPYG SPDR Portfolio S&P 500 Growth ETF

+2.74%

+$11,568

GOOGL Alphabet Inc

+2.66%

+$7,357.36

VUG Vanguard Growth ETF

+2.65%

+$270,915.24

MSFT Microsoft Corp.

+2.34%

+$6,347.89

SCHG Schwab U.S. Large-Cap Growth ETF

+2.32%

+$940,763.2

IEMG iShares Core MSCI Emerging Markets ETF

+2.27%

+$123,831.4

VWO Vanguard FTSE Emerging Markets ETF

+2.2%

+$165,887.92

SPEM SPDR Portfolio Emerging Markets ETF

+2%

+$12,647.64

VBK Vanguard Small-Cap Growth ETF

+1.83%

+$30,478.2

AAPL Apple Inc.

+1.75%

+$17,405.96

SCHX Schwab U.S. Large-Cap ETF

+1.71%

+$19,781

SPY SPDR S&P 500 ETF Trust

+1.7%

+$4,916.96

SCHB Schwab U.S. Broad Market ETF

+1.69%

+$6,019.34

IWO iShares Russell 2000 Growth ETF

+1.57%

+$11,222.68

IVV iShares Core S&P 500 ETF

+1.45%

+$9,851.26

SCHF Schwab International Equity ETF

+1.21%

+$5,233.7

SPDW SPDR Portfolio Developed World ex-US ETF

+1.2%

+$20,162.39

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+1.13%

+$299,144.34

SCHV Schwab U.S. Large-Cap Value ETF

+0.96%

+$423,990.93

EMLC VanEck J.P. Morgan EM Local Currency Bond ETF

+0.88%

+$2,145.37

VB Vanguard Small-Cap ETF

+0.8%

+$2,218.4

EBND SPDR Bloomberg Emerging Markets Local Bond ETF

+0.74%

+$3,187.42

VTV Vanguard Value ETF

+0.65%

+$61,691.91

DE Deere & Company

+0.62%

+$1,687.31

SPYV SPDR Portfolio S&P 500 Value ETF

+0.49%

+$1,680.3

EMB iShares J.P. Morgan USD Emerging Markets Bond ETF

+0.4%

+$1,082.62

DISV Dimensional International Small Cap Equity Fund

+0.37%

+$42,655.69

VWOB Vanguard Emerging Markets Government Bond Fund

+0.3%

+$1,463.2

VYM Vanguard High Dividend Yield ETF

+0.2%

+$900.48

DFAS Dimensional U.S. Small Cap ETF

+0.2%

+$22,748.48

USMV iShares MSCI USA Min Vol Factor ETF

+0.17%

+$1,591.49

VTEB Vanguard Tax-Exempt Bond ETF

+0.12%

+$7,558.74

MUB iShares National Muni Bond ETF

+0.1%

+$4,991.33

DFCF Dimensional Core Fixed Income ETF

+0.1%

+$12,780.52

DGCB Dimensional Global Credit Fund

+0.09%

+$12,060.35

BND Vanguard Total Bond Market Index Fund

+0.07%

+$617.57

DFSD Dimensional Short-Duration Fixed Income ETF

+0.07%

+$9,620.14

BSV Vanguard Short-Term Bond ETF

+0.06%

+$204.21

SUB iShares Short-Term National Muni Bond ETF

+0.06%

+$536.34

DUSB Dimensional Ultrashort Fixed Income ETF

+0.03%

+$1,293.48

VBR VANGUARD SMALL-CAP VALUE ETF

+$33.39

HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF

EFAV iShares MSCI EAFE Min Vol Factor ETF

-2.85%

-$8,596.21

DRI Darden Restaurants, Inc.

-1.16%

-$13,014.74

IEFA iShares Core MSCI EAFE ETF

-0.95%

-$30,676.42

IDEV iShares Core MSCI International Developed Markets ETF (IDEV)

-0.87%

-$61,781.86

IWN iShares Russell 2000 Value ETF

-0.41%

-$3,947.61

HYD VanEck High Yield Muni ETF

-0.05%

-$744.25

Events

Dividends

Dividend Analysis

No Data

Trades 852	Longs Won 478/852 56%	Profit Factor 9.21
Profitability	Shorts Won 0/0 0%	Standard Deviation $474,766.58
Average Win $139,678.54	Best Trade (Jun 15) $8.27M	Sharpe Ratio -10.1
Average Loss -$19,378.23	Worst Trade (Sep 30) -$1.34M	Z-Score 0.89 (62.88%)
Commissions $0	Avg. Trade Length 1y 6m 1w 2d	Expectancy $69,857.84

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	13,514	12,162	10,811	9,459	8,108	6,757	5,405	4,054	2,703	1,351