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:
35.31%
Gain +0.28%
Monthly
0.36%
Yearly
4.35%
Drawdown
27.41%
$145.61M
Equity
Holdings
$145.61M
Investment
$118.45M
$27.06M
Profit +$404,202.99
Realized
-$94,009.33
Unrealized
$27.15M
Dividends
$9.45M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$404,202.99
Win %
72%
This Week
Compared To Last Week
Gain
0.28%
Profit
$404,202.99
Win %
72%
This Month
Compared to last month
Gain
3.61%
Profit
$5.07M
Win %
72%
This Year
Compared to last year
Gain
2.42%
Profit
$3.44M
Win %
72%
INTC Intel Corporation
+4.32%
+$39,013.76 
LMT Lockheed Martin Corporation
+3.53%
+$69,034.93 
Q Qnity Electronics Inc.
+3.39%
+$5,118.72 
CSCO Cisco Systems, Inc.
+3.09%
+$13,643.63 
AMAT Applied Materials Inc.
+2.9%
+$3,876.6 
TXN Texas Instruments Inc.
+2.68%
+$7,320 
UAL United Airlines Holdings, Inc.
+2.6%
+$6,848.6 
MS Morgan Stanley Common Stock
+2.51%
+$19,813.46 
PSX Phillips 66
+2.03%
+$22,558.24 
NVDA NVIDIA Corporation
+2.02%
+$18,919.5 
DAL Delta Air Lines, Inc.
+1.82%
+$11,384.59 
ETN Eaton Corporation plc
+1.81%
+$14,001.32 
PM Philip Morris International Inc.
+1.64%
+$6,059.31 
PKG Packaging Corporation of America
+1.57%
+$3,480.37 
GILD Gilead Sciences Inc.
+1.53%
+$14,036.51 
NOC Northrop Grumman Corporation
+1.46%
+$30,662.45 
GD General Dynamics Corp.
+1.36%
+$12,597.03 
VGT Vanguard Information Technology ETF
+1.23%
+$2,830.94 
ALL The Allstate Corporation
+1.19%
+$5,608.14 
OSK Oshkosh Corporation
+1.19%
+$6,792.1 
QCOM QUALCOMM Incorporated
+1.04%
+$2,888.29 
VOOG Vanguard S&P 500 Growth ETF
+1.02%
+$3,396.96 
VOT Vanguard Mid-Cap Growth ETF
+1.02%
+$2,582.8 
MET MetLife, Inc.
+1.01%
+$5,437 
MSFT Microsoft Corporation Common Stock
+0.96%
+$16,862.15 
COF Capital One Financial Corp.
+0.93%
+$6,643.92 
C Citigroup Inc.
+0.91%
+$6,710.16 
JPM JPMorgan Chase & Co.
+0.87%
+$7,464.9 
WFC Wells Fargo & Company
+0.84%
+$8,186.16 
SYY Sysco Corp.
+0.82%
+$4,188.17 
IJH iShares Core S&P Mid-Cap ETF
+0.8%
+$75,690.58 
AFL Aflac Incorporated
+0.8%
+$4,990.08 
LEA Lear Corporation
+0.76%
+$3,398.91 
FAST Fastenal Co.
+0.76%
+$3,062.43 
CAT Caterpillar Inc.
+0.75%
+$17,057.9 
IJR iShares Core S&P Small-Cap ETF
+0.74%
+$73,351.26 
UNP Union Pacific Corp.
+0.69%
+$4,019.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.68%
+$1,543.57 
SNA Snap-on Incorporated
+0.68%
+$6,979.18 
XBI State Street SPDR S&P Biotech ETF
+0.64%
+$1,923.86 
IVV iShares Core S&P 500 ETF
+0.64%
+$189,950.25 
NSC Norfolk Southern Corp.
+0.62%
+$1,674.79 
MCD McDonald's Corporation
+0.6%
+$5,661.96 
JNJ Johnson & Johnson
+0.57%
+$7,568.65 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
+0.57%
+$2,404.39 
IJS iShares S&P Small-Cap 600 Value ETF
+0.56%
+$3,629.7 
EFA iShares MSCI EAFE ETF
+0.5%
+$19,837.8 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$3,598.4 
ECL Ecolab Inc.
+0.46%
+$2,088.1 
LLY Eli Lilly and Company
+0.46%
+$37,522.26 
FDX FedEx Corp.
+0.4%
+$3,554.4 
COP ConocoPhillips
+0.39%
+$2,076.98 
AMGN Amgen Inc. Common Stock
+0.37%
+$4,477.17 
ISCV iShares Morningstar Small-Cap Value ETF
+0.34%
+$721.5 
WELL Welltower Inc.
+0.32%
+$4,355.94 
WM Waste Management Inc.
+0.3%
+$2,257.2 
ITW Illinois Tool Works Inc.
+0.26%
+$738 
CLX The Clorox Company
+0.22%
+$730.36 
AXP American Express Company
+0.18%
+$1,883.12 
BA The Boeing Company
+0.18%
+$1,719.33 
COST Costco Wholesale Corp
+0.04%
+$784.73 
SDY State Street SPDR S&P Dividend ETF
+0.03%
+$402.4 
DVY iShares Select Dividend ETF
+0.03%
+$469.21 
PFF iShares Preferred and Income Securities ETF
+0.02%
+$92.11 
ADBE Adobe Inc.
-3.42%
-$16,416.24 
MRK Merck & Co., Inc.
-2.9%
-$54,984.68 
VZ Verizon Communications Inc.
-2.77%
-$17,234.42 
PAYX Paychex Inc.
-2.37%
-$6,823.6 
TSCO Tractor Supply Company
-2.3%
-$22,628.76 
NOW ServiceNow Inc.
-2.23%
-$87,174.05 
ELV Elevance Health, Inc.
-1.62%
-$10,651.17 
MA Mastercard Inc. Class A Common Stock
-1.57%
-$39,092.77 
UNH UnitedHealth Group Inc.
-1.54%
-$26,414.92 
ADP Automatic Data Processing Inc.
-1.29%
-$6,441.27 
DE Deere & Company
-1.28%
-$18,878.45 
CHRW C.H. Robinson Worldwide Inc.
-1.22%
-$3,059.56 
MDT Medtronic plc
-1.07%
-$4,845 
CL Colgate-Palmolive Co.
-1.02%
-$2,931.84 
V Visa Inc. Class A
-1.02%
-$42,561.06 
UPS United Parcel Service, Inc. Class B Common Stock
-1%
-$6,258.48 
AAPL Apple Inc.
-0.97%
-$37,673.18 
PSA Public Storage
-0.94%
-$2,209.23 
CVS CVS Health Corporation Common Stock
-0.88%
-$2,794.56 
MCK McKesson Corporation
-0.87%
-$4,326.31 
PFE Pfizer Inc.
-0.73%
-$3,843.42 
PG The Procter & Gamble Company
-0.67%
-$6,996.76 
KMB Kimberly-Clark Corporation
-0.55%
-$2,371.07 
HD The Home Depot, Inc.
-0.53%
-$7,716.25 
ED Consolidated Edison Inc.
-0.5%
-$2,296.22 
ISCB iShares MSCI USA Small-Cap ETF
-0.45%
-$2,858.88 
MMM 3M Company
-0.42%
-$917.29 
YUM Yum! Brands, Inc.
-0.41%
-$2,444.66 
CVX Chevron Corporation
-0.39%
-$2,153.74 
LOW Lowe's Companies, Inc.
-0.37%
-$4,111.38 
BMY Bristol-Myers Squibb Company
-0.36%
-$2,488.64 
JLL Jones Lang LaSalle Incorporated
-0.35%
-$1,283.31 
DUK Duke Energy Corporation
-0.34%
-$1,009.37 
XLV State Street Health Care Select Sector SPDR ETF
-0.25%
-$588.15 
BIIB Biogen Inc.
-0.24%
-$1,394.2 
SO The Southern Company
-0.24%
-$1,527.46 
ORCL Oracle Corporation
-0.21%
-$1,510.6 
IP International Paper Co.
-0.2%
-$390.78 
PEP PepsiCo, Inc.
-0.18%
-$1,439.76 
KO The Coca-Cola Company
-0.16%
-$1,738.35 
AEP American Electric Power Company, Inc.
-0.15%
-$346.6 
HDV iShares Core High Dividend ETF
-0.15%
-$818.55 Events
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Dividends
Dividend Analysis
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| Trades 1667 | Longs Won 901/1667 54% | Profit Factor 5.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $255,762.77 |
| Average Win $63,453.91 | Best Trade (Oct 15) $7.46M | Sharpe Ratio -9.88 |
| Average Loss -$13,079.28 | Worst Trade (Oct 21) -$622,163.02 | Z-Score -2 (98.68%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w | Expectancy $16,232.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,113 | $2.47M | $3.83M | - | $1.35M | 54.72% | -0.975% |
| ADBE Adobe Inc. | 1,822 | $615,087.59 | $464,263.82 | - | -$150,823.77 | -24.52% | -3.415% |
| ADP Automatic Data Processing Inc. | 1,639 | $500,763.67 | $492,076.97 | - | -$8,686.7 | -1.73% | -1.292% |
| AEP American Electric Power Company, Inc. | 1,733 | $189,364.91 | $224,406.17 | - | $35,041.26 | 18.5% | -0.154% |
| AFL Aflac Incorporated | 5,198 | $577,965.62 | $631,401.06 | - | $53,435.44 | 9.25% | +0.797% |
| ALL The Allstate Corporation | 1,857 | $398,420.49 | $475,781.97 | - | $77,361.48 | 19.42% | +1.193% |
| AMAT Applied Materials Inc. | 355 | $256,665 | $137,796.8 | - | -$118,868.2 | -46.31% | +2.895% |
| AMGN Amgen Inc. Common Stock | 2,730 | $850,531.5 | $1.2M | - | $353,125.5 | 41.52% | +0.373% |
| AXP American Express Company | 3,275 | $892,329.88 | $1.03M | - | $135,348.74 | 15.17% | +0.184% |
| BA The Boeing Company | 5,057 | $880,481.28 | $954,205.33 | - | $73,724.05 | 8.37% | +0.181% |
| BIIB Biogen Inc. | 2,267 | $328,832.98 | $566,920.02 | - | $238,087.04 | 72.4% | -0.245% |
| BMY Bristol-Myers Squibb Company | 11,312 | $684,201.83 | $692,973.12 | - | $8,771.29 | 1.28% | -0.358% |
| C Citigroup Inc. | 6,128 | $476,220.72 | $745,869.52 | - | $269,648.8 | 56.62% | +0.908% |
| CAT Caterpillar Inc. | 3,309 | $1.17M | $2.29M | - | $1.12M | 95.42% | +0.75% |
| CHRW C.H. Robinson Worldwide Inc. | 1,784 | $236,201.6 | $248,787.72 | - | $12,586.12 | 5.33% | -1.215% |
| CL Colgate-Palmolive Co. | 3,054 | $285,574 | $284,266.32 | - | -$1,307.68 | -0.46% | -1.021% |
| CLX The Clorox Company | 3,844 | $531,214 | $332,851.96 | - | -$198,362.04 | -37.34% | +0.22% |
| COF Capital One Financial Corp. | 3,534 | $638,699.04 | $718,179.48 | - | $79,480.44 | 12.44% | +0.934% |
| COP ConocoPhillips | 3,581 | $376,076.61 | $542,091.78 | - | $166,015.17 | 44.14% | +0.385% |
| COST Costco Wholesale Corp | 1,825 | $1.73M | $1.83M | - | $103,516 | 5.99% | +0.043% |
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FAQ
Which stocks have generated the highest profits for Debora Caley?
The largest contributions to the portfolio's profits come from the following stocks: Eli Lilly and Company - $4.91M, iShares Core S&P 500 ETF - $4.81M, ExxonMobil Holdings Corporation - $1.39M, ServiceNow Inc - $1.16M, and iShares Core S&P Mid-Cap ETF - $1.16M. 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: Pfizer Inc - $541,429.45, Intel Corporation - $312,431.76, Lear Corporation - $194,207.37, The Boeing Company - $184,952.61, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $160,412.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Debora Caley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.45M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.19M, iShares Core S&P Small-Cap ETF - $551,015.05, iShares MSCI EAFE ETF - $404,704.81, iShares Core S&P Mid-Cap ETF - $323,322.67, and iShares Select Dividend ETF - $271,784.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Debora Caley's monthly returns?
Debora Caley'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 Debora Caley's strategy be considered aggressive or moderate?
Debora Caley'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 Debora Caley's strategy?
Debora Caley'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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