DC
Debora Caley Portfolio
Invests via Richwood Investment Advisors LLC | Managed by Debora Caley
Invests via Richwood Investment Advisors LLC
Managed by Debora Caley
Automatically Tracked
Debora Caley Profile
With a rich history in strategic operations and transformative leadership, Debora Caley has established herself as a key player in the corporate landscape. Her extensive experience spans multiple sectors, where she has driven growth through innovation and effective management. Currently focused on scaling business initiatives, her insights are pivotal for navigating market challenges and capitalizing on new opportunities. As an advisor to emerging businesses, she leverages her deep understanding of market dynamics to influence investment strategies positively. Caley's leadership continues to shape organizational development while fostering sustainable growth within diverse operational frameworks.
With a rich history in strategic operations and transformative leadership, Debora Caley has established herself as a key player in the corporate landscape. Her extensive experience spans multiple sectors, where she has driven growth through innovation and effective management. Currently focused on scaling business initiatives, her insights are pivotal for navigating market challenges and capitalizing on new opportunities. As an advisor to emerging businesses, she leverages her deep understanding of market dynamics to influence investment strategies positively. Caley's leadership continues to shape organizational development while fostering sustainable growth within diverse operational frameworks.
Investment Philosophy & Strategy
Examining market dynamics reveals that Debora Caley thrives on opportunities arising from innovation and operational efficiency. Her strategic decision-making is informed by a robust foundation in transformative leadership across various sectors, enabling her to identify and capitalize on emerging trends. With an emphasis on scaling business initiatives, she focuses on enhancing competitive positioning through thoughtful investments that drive long-term growth. In her advisory roles, there’s a strong inclination towards supporting businesses capable of navigating complexity while prioritizing sustainability and value creation. Caley’s multifaceted experience ensures that each investment approach remains aligned with practical realities within the dynamic landscape.
Examining market dynamics reveals that Debora Caley thrives on opportunities arising from innovation and operational efficiency. Her strategic decision-making is informed by a robust foundation in transformative leadership across various sectors, enabling her to identify and capitalize on emerging trends. With an emphasis on scaling business initiatives, she focuses on enhancing competitive positioning through thoughtful investments that drive long-term growth. In her advisory roles, there’s a strong inclination towards supporting businesses capable of navigating complexity while prioritizing sustainability and value creation. Caley’s multifaceted experience ensures that each investment approach remains aligned with practical realities within the dynamic landscape.
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:
36.04%
Gain +1.31%
Monthly
0.45%
Yearly
5.59%
Drawdown
14.7%
$144.3M
Equity
Holdings
$144.3M
Investment
$105.92M
$37.48M
Profit +$2.2M
Realized
-$897,503.87
Unrealized
$38.38M
Dividends
$8.95M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.31%
Profit
$2.2M
Win %
75%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$241,953.1
Win %
75%
This Month
Compared to last month
Gain
0.11%
Profit
$155,115.39
Win %
75%
This Year
Compared to last year
Gain
3.47%
Profit
$5.21M
Win %
74%
IP International Paper Company
+10.42%
+$21,503.64 
INTC Intel Corporation
+9.53%
+$98,185.19 
UAL United Airlines Holdings, Inc.
+9.31%
+$25,739.42 
DAL Delta Air Lines, Inc.
+6.96%
+$43,703.8 
QCOM QUALCOMM Incorporated
+6.44%
+$19,375.94 
FDX FedEx Corporation
+5.83%
+$49,866.6 
BA Boeing Company
+5.76%
+$60,234.21 
OSK Oshkosh Corporation
+5.57%
+$30,683.8 
GD General Dynamics Corporation
+5.39%
+$50,370.52 
AMGN Amgen Inc.
+5.31%
+$50,114.32 
UPS United Parcel Service, Inc.
+5.11%
+$30,032.64 
ETN Eaton Corporation plc
+4.91%
+$39,369.42 
CAT Caterpillar Inc.
+4.61%
+$127,581.4 
LMT Lockheed Martin Corporation
+4.41%
+$77,645.1 
GILD Gilead Sciences Inc.
+3.77%
+$28,203.64 
LEA Lear Corporation
+3.42%
+$13,771.2 
C Citigroup Inc.
+3.4%
+$29,105.94 
CHRW C.H. Robinson Worldwide, Inc.
+3.3%
+$11,379.72 
EFA iShares MSCI EAFE ETF
+3.14%
+$120,689.21 
BIIB Biogen Inc.
+3%
+$11,846.54 
ECL Ecolab Inc.
+2.76%
+$9,415.53 
MS Morgan Stanley
+2.62%
+$22,259.94 
BMY Bristol-Myers Squibb Company
+2.55%
+$15,047.74 
IJH iShares Core S&P Mid-Cap ETF
+2.42%
+$241,949.61 
PFE Pfizer Inc.
+2.42%
+$9,612.48 
NVDA NVIDIA Corporation
+2.42%
+$21,029.6 
COF Capital One Financial Corporation
+2.38%
+$13,913.34 
HD The Home Depot, Inc.
+2.36%
+$35,103.31 
IJR iShares Core S&P Small-Cap ETF
+2.35%
+$245,806.65 
CSCO Cisco Systems, Inc.
+2.34%
+$12,432.16 
LLY Eli Lilly and Company
+2.31%
+$180,681 
VOOG Vanguard S&P 500 Growth ETF
+2.28%
+$48,340.75 
LOW Lowe's Companies Inc.
+2.25%
+$27,099.36 
CVS CVS Health Corporation
+2.16%
+$7,224.97 
NOC Northrop Grumman Corporation
+1.92%
+$38,375.96 
SNA Snap-on Inc.
+1.83%
+$19,903.92 
IJS iShares S&P Small-Cap 600 Value ETF
+1.79%
+$11,811.85 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.75%
+$7,654.4 
IVV iShares Core S&P 500 ETF
+1.75%
+$511,135.76 
ITW Illinois Tool Works Inc.
+1.7%
+$3,684.9 
AXP American Express Company
+1.7%
+$16,597.62 
MRK Merck & Co., Inc.
+1.62%
+$25,598.17 
MET MetLife Inc.
+1.61%
+$6,416.24 
TSCO Tractor Supply Company
+1.45%
+$13,177.78 
DE Deere & Company
+1.42%
+$15,826.48 
SYY Sysco Corporation
+1.39%
+$5,832.59 
JPM JPMorgan Chase & Co.
+1.35%
+$10,820.13 
YUM Yum! Brands, Inc.
+1.27%
+$7,416.96 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$10,066.58 
AAPL Apple Inc.
+1.16%
+$37,527.41 
SDY SPDR S&P Dividend ETF
+1.06%
+$13,247.96 
MCD McDonald's Corporation
+0.92%
+$10,140.04 
PSA Public Storage Common Stock
+0.87%
+$2,130.99 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$4,787.06 
FAST Fastenal Co.
+0.76%
+$2,818.56 
UNP Union Pacific Corporation
+0.7%
+$3,701.4 
DVY iShares Select Dividend ETF
+0.64%
+$10,567.02 
JKJ iShares Morningstar Small-Cap ETF
+0.63%
+$4,110.54 
NSC Norfolk Southern Corporation
+0.47%
+$1,222.36 
VZ Verizon Communications Inc.
+0.36%
+$2,329 
WFC Wells Fargo & Company
+0.35%
+$3,624.13 
KMB Kimberly-Clark Corporation
+0.17%
+$688.8 
JNJ Johnson & Johnson
+0.15%
+$1,743.02 
JLL Jones Lang LaSalle Inc.
+0.06%
+$236.55 
MDT Medtronic plc
+0.05%
+$157.96 
AEP American Electric Power Company, Inc.
0%
$0 
ANTM Anthem Inc
0%
$0 
ORCL Oracle Corporation
-8.46%
-$98,973.29 
ADBE Adobe Inc.
-6.23%
-$24,512.11 
COP ConocoPhillips
-3.72%
-$16,965.84 
NOW ServiceNow, Inc.
-2.77%
-$78,868.39 
XOM Exxon Mobil Corporation
-2.7%
-$45,459.82 
WM Waste Management, Inc.
-2.31%
-$16,608 
ADP Automatic Data Processing Inc.
-2.3%
-$8,756.21 
CVX Chevron Corporation
-2%
-$7,390.5 
PSX Phillips 66
-1.91%
-$14,241.15 
PAYX Paychex Inc.
-1.74%
-$4,013.68 
MSFT Microsoft Corp.
-1.72%
-$22,839.49 
ALL Allstate Corporation
-1.59%
-$5,008.92 
PM Philip Morris International Inc.
-1.21%
-$4,329 
V Visa Inc. Class A
-0.99%
-$34,802.79 
KO The Coca-Cola Company
-0.97%
-$8,819.28 
COST Costco Wholesale Corporation
-0.83%
-$14,983.25 
ED Consolidated Edison, Inc.
-0.74%
-$3,377.95 
DUK Duke Energy Corporation
-0.67%
-$1,482.13 
SO The Southern Company
-0.66%
-$4,019.44 
CL Colgate-Palmolive Company
-0.57%
-$1,409.64 
AFL Aflac Inc.
-0.54%
-$3,384.99 
CLX The Clorox Company
-0.5%
-$2,093.5 
PG Procter & Gamble Co
-0.35%
-$3,464.78 
MA Mastercard Incorporated
-0.32%
-$6,263.07 
UNH UnitedHealth Group Incorporated
-0.32%
-$5,534.79 
PEP PepsiCo, Inc.
-0.25%
-$1,967.09 
MCK McKesson Corporation
-0.24%
-$970.53 
WMT Walmart Inc.
-0.23%
-$530.04 
WELL Welltower Inc.
-0.14%
-$1,817.1 
HDV iShares Core High Dividend ETF
-0.04%
-$909.5 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.03%
-$111.75 Events
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Dividends
Dividend Analysis
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| Trades 1566 | Longs Won 766/1566 48% | Profit Factor 5.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $266,836.93 |
| Average Win $60,606.92 | Best Trade (Jun 11) $7.73M | Sharpe Ratio -86.94 |
| Average Loss -$11,183.42 | Worst Trade (Jun 11) -$686,871 | Z-Score 5.41 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 1d | Expectancy $23,932.42 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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