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:
24.7%
Gain -0.53%
Monthly
0.33%
Yearly
4.08%
Drawdown
27.41%
$143.05M
Equity
Holdings
$143.05M
Investment
$118.45M
$24.5M
Profit -$750,713.04
Realized
-$94,009.33
Unrealized
$24.6M
Dividends
$9.08M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$750,713.04
Win %
69%
This Week
Compared To Last Week
Gain
-1.94%
Profit
-$2.83M
Win %
69%
This Month
Compared to last month
Gain
-1.76%
Profit
-$2.57M
Win %
69%
This Year
Compared to last year
Gain
0.62%
Profit
$883,231.1
Win %
70%
ETN Eaton Corporation plc
+7.32%
+$59,875.65 
MSFT Microsoft Corp.
+3.02%
+$45,749.55 
NVDA NVIDIA Corporation
+2.93%
+$25,329.59 
CVX Chevron Corporation
+2.35%
+$10,581.32 
FAST Fastenal Co.
+2.25%
+$8,140.65 
CSCO Cisco Systems, Inc.
+2.14%
+$10,077.21 
PSA Public Storage Common Stock
+2.12%
+$5,066.88 
TSCO Tractor Supply Company
+1.85%
+$16,457.28 
ORCL Oracle Corporation
+1.81%
+$13,421.1 
VZ Verizon Communications Inc.
+1.52%
+$9,768.5 
LMT Lockheed Martin Corporation
+1.5%
+$27,918.05 
NOC Northrop Grumman Corporation
+1.43%
+$29,062.67 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$4,569.72 
COP ConocoPhillips
+1.22%
+$5,192.45 
WFC Wells Fargo & Company
+1.19%
+$12,101.28 
AMAT Applied Materials, Inc.
+1.18%
+$2,094.51 
ITW Illinois Tool Works Inc.
+1.15%
+$3,331.25 
NOW ServiceNow, Inc.
+1.05%
+$28,484.96 
ADBE Adobe Inc.
+1.01%
+$4,573.24 
ADP Automatic Data Processing Inc.
+0.98%
+$4,244.99 
UNP Union Pacific Corporation
+0.92%
+$5,313.32 
MCD McDonald's Corporation
+0.82%
+$8,360.04 
CAT Caterpillar Inc.
+0.7%
+$18,762 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,090.4 
IVV iShares Core S&P 500 ETF
+0.69%
+$200,524.8 
SYY Sysco Corporation
+0.63%
+$3,313.03 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,311.37 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$1,445.04 
PSX Phillips 66
+0.51%
+$4,244.32 
Q Qnity Electronics Inc.
+0.51%
+$908.15 
NSC Norfolk Southern Corporation
+0.46%
+$1,260.17 
PAYX Paychex Inc.
+0.44%
+$1,242.87 
PFE Pfizer Inc.
+0.4%
+$1,747 
PG Procter & Gamble Co
+0.37%
+$3,465.67 
SNA Snap-on Inc.
+0.33%
+$3,914.11 
GD General Dynamics Corporation
+0.32%
+$3,235.44 
MRK Merck & Co., Inc.
+0.32%
+$5,348.58 
JPM JPMorgan Chase & Co.
+0.27%
+$2,444.94 
SO The Southern Company
+0.21%
+$1,388.6 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$545.6 
JNJ Johnson & Johnson
+0.21%
+$2,665.37 
MS Morgan Stanley
+0.17%
+$1,585.09 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$606.15 
MMM 3M Company
+0.12%
+$262.07 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$552.69 
C Citigroup Inc.
+0.1%
+$796.58 
WM Waste Management, Inc.
+0.1%
+$689.7 
AFL Aflac Inc.
+0.09%
+$623.76 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$588.65 
AEP American Electric Power Company, Inc.
+0.06%
+$121.31 
HDV iShares Core High Dividend ETF
+0.04%
+$181.9 
VYM Vanguard High Dividend Yield ETF
0%
$0 
LEA Lear Corporation
-10.72%
-$59,920.11 
AAPL Apple Inc.
-7.35%
-$272,490.65 
IP International Paper Company
-5.38%
-$13,947.84 
XBI SPDR S&P Biotech ETF
-2.94%
-$8,917.83 
QCOM QUALCOMM Incorporated
-2.63%
-$6,280.28 
BIIB Biogen Inc.
-2.4%
-$11,289.64 
YUM Yum! Brands, Inc.
-2.37%
-$14,667.96 
BA Boeing Company
-2.15%
-$24,071.27 
JLL Jones Lang LaSalle Inc.
-1.85%
-$8,061.45 
UAL United Airlines Holdings, Inc.
-1.8%
-$6,000.93 
UNH UnitedHealth Group Incorporated
-1.68%
-$28,909.27 
DAL Delta Air Lines, Inc.
-1.3%
-$9,385.15 
CLX The Clorox Company
-1.24%
-$4,612.8 
DE Deere & Company
-1.13%
-$15,503.98 
PKG Packaging Corporation of America
-1.12%
-$2,502.63 
TXN Texas Instruments Inc
-1.08%
-$2,899.22 
LOW Lowe's Companies Inc.
-1.08%
-$12,612.13 
MCK McKesson Corporation
-1.08%
-$4,613.4 
INTC Intel Corporation
-1.02%
-$9,649.68 
KO The Coca-Cola Company
-1.02%
-$10,430.1 
UPS United Parcel Service, Inc.
-1%
-$6,474.3 
MET MetLife Inc.
-0.97%
-$5,110.78 
GILD Gilead Sciences Inc.
-0.81%
-$6,284.05 
KMB Kimberly-Clark Corporation
-0.8%
-$3,420.56 
CVS CVS Health Corporation
-0.75%
-$2,692.32 
ED Consolidated Edison, Inc.
-0.74%
-$3,206.79 
MA Mastercard Incorporated
-0.74%
-$16,936.27 
DUK Duke Energy Corporation
-0.67%
-$1,995 
AMGN Amgen Inc.
-0.64%
-$6,770.43 
EFA iShares MSCI EAFE ETF
-0.62%
-$25,423.2 
PM Philip Morris International Inc.
-0.61%
-$2,186.52 
ECL Ecolab Inc.
-0.61%
-$2,684.7 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,267.79 
COF Capital One Financial Corporation
-0.54%
-$3,993.44 
LLY Eli Lilly and Company
-0.53%
-$39,385.25 
WELL Welltower Inc.
-0.51%
-$6,911.52 
ALL Allstate Corporation
-0.49%
-$2,414.12 
ISCV iShares Morningstar Small-Cap Value ETF
-0.46%
-$1,026.75 
PEP PepsiCo, Inc.
-0.46%
-$3,839.36 
DVY iShares Select Dividend ETF
-0.45%
-$7,507.23 
HD The Home Depot, Inc.
-0.42%
-$6,309.3 
VGT Vanguard Information Technology ETF
-0.38%
-$833.77 
AXP American Express Company
-0.38%
-$4,159.22 
FDX FedEx Corporation
-0.37%
-$3,406.3 
MDT Medtronic plc
-0.37%
-$1,520 
OSK Oshkosh Corporation
-0.36%
-$2,213.4 
CL Colgate-Palmolive Company
-0.33%
-$916.2 
SDY SPDR S&P Dividend ETF
-0.28%
-$3,541.12 
COST Costco Wholesale Corporation
-0.24%
-$4,160.95 
ISCB iShares Morningstar Small-Cap ETF
-0.19%
-$1,250.76 
ELV Elevance Health, Inc.
-0.15%
-$838.31 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$10,440.08 
V Visa Inc. Class A
-0.04%
-$1,432.24 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,875.8 Events
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Dividends
Dividend Analysis
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| Trades 1667 | Longs Won 895/1667 53% | Profit Factor 5.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $249,005.73 |
| Average Win $61,999.77 | Best Trade (Aug 14) $7.67M | Sharpe Ratio -9.87 |
| Average Loss -$14,112.88 | Worst Trade (Aug 02) -$1.13M | Z-Score -9.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 1d | Expectancy $14,697.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% |
| Consecutive Losing Trades | 10,101 | 9,091 | 8,081 | 7,071 | 6,061 | 5,051 | 4,040 | 3,030 | 2,020 | 1,010 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,113 | $2.47M | $3.43M | - | $959,563.99 | 38.8% | -7.354% |
| ADBE Adobe Inc. | 1,822 | $615,087.59 | $456,247.02 | - | -$158,840.57 | -25.82% | +1.013% |
| ADP Automatic Data Processing Inc. | 1,639 | $500,763.67 | $436,727.92 | - | -$64,035.75 | -12.79% | +0.982% |
| AEP American Electric Power Company, Inc. | 1,733 | $189,364.91 | $221,564.05 | - | $32,199.14 | 17% | +0.055% |
| AFL Aflac Inc. | 5,198 | $577,965.62 | $662,641.04 | - | $84,675.42 | 14.65% | +0.094% |
| ALL Allstate Corporation | 1,857 | $398,420.49 | $490,396.54 | - | $91,976.05 | 23.09% | -0.49% |
| AMAT Applied Materials, Inc. | 355 | $256,665 | $180,222.85 | - | -$76,442.15 | -29.78% | +1.176% |
| AMGN Amgen Inc. | 2,730 | $850,531.5 | $1.05M | - | $200,955.3 | 23.63% | -0.64% |
| AXP American Express Company | 3,275 | $892,329.88 | $1.1M | - | $208,888.87 | 23.41% | -0.376% |
| BA Boeing Company | 5,057 | $880,481.28 | $1.09M | - | $212,538.7 | 24.14% | -2.155% |
| BIIB Biogen Inc. | 2,267 | $328,832.98 | $460,087.65 | - | $131,254.67 | 39.92% | -2.395% |
| BMY Bristol-Myers Squibb Company | 11,312 | $684,201.83 | $738,786.72 | - | $54,584.89 | 7.98% | +0.694% |
| C Citigroup Inc. | 6,128 | $476,220.72 | $811,653.6 | - | $335,432.88 | 70.44% | +0.098% |
| CAT Caterpillar Inc. | 3,309 | $1.17M | $2.7M | - | $1.52M | 130.05% | +0.701% |
| CHRW C.H. Robinson Worldwide, Inc. | 1,784 | $236,201.6 | $263,550.32 | - | $27,348.72 | 11.58% | +0.551% |
| CL Colgate-Palmolive Company | 3,054 | $285,574 | $278,830.2 | - | -$6,743.8 | -2.36% | -0.328% |
| CLX The Clorox Company | 3,844 | $531,214 | $367,217.32 | - | -$163,996.68 | -30.87% | -1.241% |
| COF Capital One Financial Corporation | 3,534 | $638,699.04 | $738,641.32 | - | $99,942.28 | 15.65% | -0.538% |
| COP ConocoPhillips | 3,581 | $376,076.61 | $431,438.88 | - | $55,362.27 | 14.72% | +1.218% |
| COST Costco Wholesale Corporation | 1,825 | $1.73M | $1.74M | - | $8,871.52 | 0.51% | -0.239% |
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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 - $4.72M, Exxon Mobil Corporation - $1.39M, ServiceNow, Inc - $1.16M, and iShares Core S&P Mid-Cap ETF - $1.13M. 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 - $197,148, 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 $9.08M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.1M, iShares Core S&P Small-Cap ETF - $514,380.41, iShares MSCI EAFE ETF - $404,704.81, iShares Core S&P Mid-Cap ETF - $293,847.71, and iShares Select Dividend ETF - $257,927.12. 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.
