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:
21.28%
Gain -0.58%
Monthly
0.33%
Yearly
3.99%
Drawdown
27.37%
$146.51M
Equity
Holdings
$146.51M
Investment
$122.01M
$23.08M
Profit -$813,082.79
Realized
-$1.42M
Unrealized
$24.5M
Dividends
$8.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$813,082.79
Win %
72%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$680,718.23
Win %
72%
This Month
Compared to last month
Gain
-0.36%
Profit
-$522,361.46
Win %
72%
This Year
Compared to last year
Gain
10.11%
Profit
$13.46M
Win %
72%
ELV Elevance Health, Inc.
+2.62%
+$13,146.72 
INTC Intel Corporation
+2.45%
+$22,427.62 
MSFT Microsoft Corp.
+1.74%
+$22,872.96 
PSX Phillips 66
+1.4%
+$11,877.9 
ALL Allstate Corporation
+1.35%
+$4,755.66 
NOW ServiceNow, Inc.
+1.34%
+$37,154.01 
COP ConocoPhillips
+1.33%
+$5,820.12 
CVX Chevron Corporation
+1.17%
+$4,270.52 
UAL United Airlines Holdings, Inc.
+1.15%
+$3,579.03 
NOC Northrop Grumman Corporation
+1.12%
+$21,549.53 
XOM Exxon Mobil Corporation
+0.86%
+$14,164.2 
V Visa Inc. Class A
+0.68%
+$26,620.4 
MA Mastercard Incorporated
+0.56%
+$12,050.48 
DUK Duke Energy Corporation
+0.47%
+$1,038.37 
PAYX Paychex Inc.
+0.4%
+$1,052.02 
MDT Medtronic plc
+0.4%
+$1,303.56 
GD General Dynamics Corporation
+0.25%
+$2,550.06 
VOOG Vanguard S&P 500 Growth ETF
+0.17%
+$3,759.84 
WELL Welltower Inc.
+0.16%
+$2,422.8 
ETN Eaton Corporation plc
0%
+$21.35 
UPS United Parcel Service, Inc.
-4.29%
-$28,752.84 
IP International Paper Company
-3.46%
-$8,420.1 
ORCL Oracle Corporation
-3.39%
-$24,866.8 
BIIB Biogen Inc.
-2.48%
-$10,383.52 
DE Deere & Company
-2.43%
-$28,801.55 
LOW Lowe's Companies Inc.
-2.38%
-$27,656.96 
MS Morgan Stanley
-2.3%
-$20,329.61 
MRK Merck & Co., Inc.
-2.23%
-$37,570.36 
LLY Eli Lilly and Company
-2.23%
-$180,268.73 
BA Boeing Company
-2.09%
-$22,381.29 
CAT Caterpillar Inc.
-2.08%
-$59,117.52 
FDX FedEx Corporation
-2.07%
-$17,346.07 
HD The Home Depot, Inc.
-1.92%
-$30,388.68 
ITW Illinois Tool Works Inc.
-1.91%
-$4,558.55 
UNP Union Pacific Corporation
-1.81%
-$10,865.4 
JLL Jones Lang LaSalle Inc.
-1.8%
-$7,395.3 
ECL Ecolab Inc.
-1.79%
-$6,493.92 
FAST Fastenal Co.
-1.79%
-$6,563.19 
PEP PepsiCo, Inc.
-1.74%
-$13,004.32 
CL Colgate-Palmolive Company
-1.68%
-$4,311.84 
AAPL Apple Inc.
-1.65%
-$61,106.29 
WMT Walmart Inc.
-1.59%
-$3,445.26 
NSC Norfolk Southern Corporation
-1.5%
-$4,299.3 
JNJ Johnson & Johnson
-1.48%
-$17,619.19 
WFC Wells Fargo & Company
-1.41%
-$15,371.31 
ED Consolidated Edison, Inc.
-1.36%
-$6,500.97 
CHRW C.H. Robinson Worldwide, Inc.
-1.32%
-$5,126 
MET MetLife Inc.
-1.3%
-$5,631.52 
SNA Snap-on Inc.
-1.26%
-$14,884.92 
PFE Pfizer Inc.
-1.26%
-$4,893.06 
AXP American Express Company
-1.22%
-$13,514.79 
MCK McKesson Corporation
-1.18%
-$5,164.05 
BMY Bristol-Myers Squibb Company
-1.15%
-$7,417.9 
LEA Lear Corporation
-1.13%
-$4,590.4 
PSA Public Storage Common Stock
-1.08%
-$2,582.79 
AEP American Electric Power Company, Inc.
-1.07%
-$2,542.23 
JPM JPMorgan Chase & Co.
-1.01%
-$8,921.4 
PG Procter & Gamble Co
-1%
-$9,994.5 
TSCO Tractor Supply Company
-0.98%
-$8,883.9 
OSK Oshkosh Corporation
-0.95%
-$5,902.4 
ADBE Adobe Inc.
-0.92%
-$3,660.79 
SO The Southern Company
-0.84%
-$5,186.4 
EFA iShares MSCI EAFE ETF
-0.82%
-$32,209.05 
GILD Gilead Sciences Inc.
-0.78%
-$6,465.9 
IJH iShares Core S&P Mid-Cap ETF
-0.78%
-$79,972.14 
SYY Sysco Corporation
-0.77%
-$3,371.13 
DVY iShares Select Dividend ETF
-0.77%
-$13,155.92 
UNH UnitedHealth Group Incorporated
-0.76%
-$13,658.2 
COST Costco Wholesale Corporation
-0.74%
-$12,738.5 
COF Capital One Financial Corporation
-0.73%
-$4,978.44 
SDY SPDR S&P Dividend ETF
-0.7%
-$8,998.56 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.67%
-$3,057.6 
IJS iShares S&P Small-Cap 600 Value ETF
-0.67%
-$4,604.6 
YUM Yum! Brands, Inc.
-0.67%
-$3,824.37 
QCOM QUALCOMM Incorporated
-0.66%
-$1,786.49 
CLX The Clorox Company
-0.65%
-$2,637.81 
CSCO Cisco Systems, Inc.
-0.65%
-$3,264.56 
AMGN Amgen Inc.
-0.63%
-$6,428.53 
PM Philip Morris International Inc.
-0.62%
-$2,340 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$63,894.5 
MCD McDonald's Corporation
-0.53%
-$5,577.04 
VYM Vanguard High Dividend Yield ETF
-0.53%
-$4,306.97 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.52%
-$1,825.25 
HDV iShares Core High Dividend ETF
-0.51%
-$13,187.75 
AFL Aflac Inc.
-0.51%
-$3,384.99 
DAL Delta Air Lines, Inc.
-0.42%
-$2,875.25 
ISCB iShares Morningstar Small-Cap ETF
-0.39%
-$2,656.11 
C Citigroup Inc.
-0.36%
-$2,949.12 
VZ Verizon Communications Inc.
-0.3%
-$1,781 
KMB Kimberly-Clark Corporation
-0.29%
-$1,259.52 
ADP Automatic Data Processing Inc.
-0.29%
-$1,212.02 
WM Waste Management, Inc.
-0.26%
-$2,016 
IVV iShares Core S&P 500 ETF
-0.21%
-$62,235.6 
NVDA NVIDIA Corporation
-0.19%
-$1,691 
LMT Lockheed Martin Corporation
-0.19%
-$3,253.38 
PFF iShares Preferred and Income Securities ETF
-0.17%
-$976.95 
CVS CVS Health Corporation
-0.06%
-$204.48 
KO The Coca-Cola Company
-0.04%
-$381.08 Events
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Dividends
Dividend Analysis
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| Trades 1569 | Longs Won 776/1569 49% | Profit Factor 4.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $257,451.94 |
| Average Win $69,687.05 | Best Trade (Jul 22) $6.88M | Sharpe Ratio -9.93 |
| Average Loss -$13,796.23 | Worst Trade (Jul 24) -$1.73M | Z-Score -9.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m | Expectancy $14,711.23 |
| 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% | 0.11% |
| Consecutive Losing Trades | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
Hover over the desired column for a detailed explanation.
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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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 - $4.73M, iShares Core S&P 500 ETF - $4.54M, ServiceNow, Inc - $1.3M, iShares Core S&P Mid-Cap ETF - $1.03M, and Exxon Mobil Corporation - $829,070.62. 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 - $548,941.55, 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 $8.94M 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 - $514,179.37, iShares MSCI EAFE ETF - $410,325.98, iShares Core S&P Mid-Cap ETF - $293,817.21, and iShares Select Dividend ETF - $257,968.14. 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.
