Kathleen Pitcher Tobey Portfolio
Invests via Call To Action Foundation | Managed by FJ Investments, LLC
Invests via Call To Action Foundation
Managed by FJ Investments, LLC
Automatically Tracked
Kathleen Pitcher Tobey Profile
Veteran investment executive focused on corporate finance, strategic advisory and capital formation in public and private markets. Kathleen Pitcher Tobey brings experience in M&A advisory, investor relations and board-level governance across technology and industrial sectors. She is known for structuring equity and debt transactions, managing stakeholder communications and advising C-suite teams on market positioning and capital strategy.
Veteran investment executive focused on corporate finance, strategic advisory and capital formation in public and private markets. Kathleen Pitcher Tobey brings experience in M&A advisory, investor relations and board-level governance across technology and industrial sectors. She is known for structuring equity and debt transactions, managing stakeholder communications and advising C-suite teams on market positioning and capital strategy.
Investment Philosophy & Strategy
Focuses on capital-efficient value creation through disciplined corporate finance and strategic advisory. Prefers investing in operationally complex technology and industrial companies where structured equity and hybrid debt solutions accelerate scale and de-risk transitions. Employs a governance-first lens, aligning management and stakeholders via clear communications and board-level oversight. Investment horizon is multi-year, emphasizing deal structuring, liquidity planning and active capital allocation to unlock enterprise value.
Focuses on capital-efficient value creation through disciplined corporate finance and strategic advisory. Prefers investing in operationally complex technology and industrial companies where structured equity and hybrid debt solutions accelerate scale and de-risk transitions. Employs a governance-first lens, aligning management and stakeholders via clear communications and board-level oversight. Investment horizon is multi-year, emphasizing deal structuring, liquidity planning and active capital allocation to unlock enterprise value.
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:
57.24%
Gain -0.17%
Monthly
1.46%
Yearly
19.06%
Drawdown
17.45%
$596.49M
Equity
Holdings
$596.49M
Investment
$370.85M
$247.67M
Profit -$1.16M
Realized
$22.03M
Unrealized
$225.64M
Dividends
$16.09M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$1.16M
Win %
100%
This Week
Compared To Last Week
Gain
3.05%
Profit
$17.66M
Win %
100%
This Month
Compared to last month
Gain
3.05%
Profit
$17.66M
Win %
100%
This Year
Compared to last year
Gain
3.03%
Profit
$17.53M
Win %
100%
VOO Vanguard S&P 500 ETF
0%
$0 No Data
Events
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Dividends
Dividend Analysis
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| Trades 11 | Longs Won 11/11 100% | Profit Factor - |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $66.18M |
| Average Win $22.52M | Best Trade (Aug 07) $221.78M | Sharpe Ratio -11.43 |
| Average Loss $0 | Worst Trade - | Z-Score 0 (0%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w | Expectancy $22.52M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.01% | 0.09% | 0.5% | 1.81% | 5.2% | 12.7% | 27.5% | 54.36% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 842,980 | $370.85M | $596.49M | - | $225.64M | 60.84% | 0.0 |
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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 Kathleen Pitcher Tobey?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $38.13M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Kathleen Pitcher Tobey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.09M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $16.09M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kathleen Pitcher Tobey's monthly returns?
Kathleen Pitcher Tobey's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kathleen Pitcher Tobey's strategy be considered aggressive or moderate?
Kathleen Pitcher Tobey'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 Kathleen Pitcher Tobey's strategy?
Kathleen Pitcher Tobey's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
