RLC
Robyn L. Clarke Portfolio
Invests via Towneley Capital Management, Inc / DE | Managed by Robyn L. Clarke
Invests via Towneley Capital Management, Inc / DE
Managed by Robyn L. Clarke
Automatically Tracked
Robyn L. Clarke Profile
Experienced investment and operating executive focused on growth-stage technology and healthcare companies, with transactional experience across venture capital, M&A and corporate strategy. Robyn L. Clarke brings sector diligence, board-level experience and capital-raising acumen to portfolio management and corporate development roles, often advising on go-to-market scaling, capital structure and investor relations for mid-market firms.
Experienced investment and operating executive focused on growth-stage technology and healthcare companies, with transactional experience across venture capital, M&A and corporate strategy. Robyn L. Clarke brings sector diligence, board-level experience and capital-raising acumen to portfolio management and corporate development roles, often advising on go-to-market scaling, capital structure and investor relations for mid-market firms.
Investment Philosophy & Strategy
Growth-stage, sector-focused investor who prioritizes capital-efficient scaling in technology and healthcare businesses. Emphasizes rigorous diligence, board-level governance and capital structure design to derisk expansion while preserving upside. Prefers staged equity and strategic follow-on allocations tied to go-to-market milestones, revenue inflection and clinical or product validation. Combines transactional experience in VC, M&A and corporate strategy with hands-on operating support for management on commercialization, investor relations and exit positioning over a multi-year horizon.
Growth-stage, sector-focused investor who prioritizes capital-efficient scaling in technology and healthcare businesses. Emphasizes rigorous diligence, board-level governance and capital structure design to derisk expansion while preserving upside. Prefers staged equity and strategic follow-on allocations tied to go-to-market milestones, revenue inflection and clinical or product validation. Combines transactional experience in VC, M&A and corporate strategy with hands-on operating support for management on commercialization, investor relations and exit positioning over a multi-year horizon.
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:
36.13%
Gain +0.3%
Monthly
0.92%
Yearly
11.69%
Drawdown
11.42%
$506.48M
Equity
Holdings
$506.48M
Investment
$390.91M
$135.25M
Profit +$1.4M
Realized
$19.68M
Unrealized
$115.57M
Dividends
$26.43M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$1.4M
Win %
55%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$4.09M
Win %
55%
This Month
Compared to last month
Gain
0.35%
Profit
$1.78M
Win %
55%
This Year
Compared to last year
Gain
0.35%
Profit
$1.75M
Win %
59%
GLTR abrdn Physical Precious Metals Basket Shares ETF
+1.66%
+$144,869.86 
VGLT Vanguard Long-Term Treasury Fund
+1.33%
+$97,672.71 
PHYS Sprott Physical Gold Trust
+1.26%
+$2,928.9 
SGOL abrdn Physical Gold Shares ETF
+1.19%
+$230,076.42 
IAU iShares Gold Trust
+1.15%
+$98,266.86 
GLD SPDR Gold Shares
+1.12%
+$44,816.51 
DFAT Dimensional US Targeted Value ETF
+0.95%
+$3,388.8 
DFAS Dimensional U.S. Small Cap ETF
+0.86%
+$2,709.21 
VTEB Vanguard Tax-Exempt Bond ETF
+0.81%
+$141,583.36 
AVUV Avantis U.S. Small Cap Value ETF
+0.79%
+$84,328.34 
DFSI Dimensional International Sustainability Core 1 ETF
+0.78%
+$1,746.85 
VTV Vanguard Value ETF
+0.71%
+$2,900.88 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.59%
+$158,498 
DFSU Dimensional US Sustainability Core 1 ETF
+0.56%
+$2,347.64 
BND Vanguard Total Bond Market Index Fund
+0.54%
+$1,530.64 
DFIV Dimensional International Value ETF
+0.54%
+$1,338.6 
DFUV Dimensional US Marketwide Value ETF
+0.5%
+$2,844.24 
VO Vanguard Mid-Cap ETF
+0.45%
+$1,115.64 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.41%
+$144,460.14 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,349.99 
NTB The Bank of N.T. Butterfield & Son Limited
+0.33%
+$5,159.45 
VSGX Vanguard ESG International Stock ETF
+0.29%
+$622.38 
PVAL Putnam Focused Large Cap Value ETF
+0.28%
+$62,737.05 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.19%
+$48,932.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.19%
+$320,337.09 
IWB iShares Russell 1000 ETF
+0.17%
+$1,467.2 
VT Vanguard Total World Stock ETF
+0.15%
+$2,336.57 
CGUS Capital Group Core Equity ETF
+0.13%
+$420 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$341.38 
VOO Vanguard S&P 500 ETF
+0.12%
+$645.97 
DFUS Dimensional U.S. Equity Market ETF
+0.11%
+$937.93 
IVV iShares Core S&P 500 ETF
+0.09%
+$1,082.55 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$588.17 
VEU Vanguard FTSE All-World ex-US ETF
+0.08%
+$236.86 
CWI SPDR MSCI ACWI ex-US ETF
+0.05%
+$262.14 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$623.25 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$5,684.11 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$11,914.22 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.13%
-$3,510 
DFAE Dimensional Emerging Core Equity Market ETF
-1.05%
-$103,301.2 
SELF Global Self Storage Inc.
-0.99%
-$2,452.35 
NULC Nuveen ESG Large-Cap ETF
-0.45%
-$1,027.5 
VUG Vanguard Growth ETF
-0.34%
-$2,221.77 
WINN Harbor Long-Term Growers ETF
-0.29%
-$114,416.1 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.24%
-$9,226.88 Events
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Dividends
Dividend Analysis
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| Trades 460 | Longs Won 295/460 64% | Profit Factor 19.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.29M |
| Average Win $483,274.63 | Best Trade (Oct 14) $40.96M | Sharpe Ratio -11.67 |
| Average Loss -$44,334.82 | Worst Trade (Oct 14) -$1.28M | Z-Score 0.19 (15.05%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 1d | Expectancy $294,023.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.26% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ANGL VanEck Fallen Angel High Yield Bond ETF | 141,952 | $4.09M | $3.9M | - | -$192,699.26 | -4.71% | -0.236% |
| AVUV Avantis U.S. Small Cap Value ETF | 89,711 | $8.21M | $10.78M | - | $2.57M | 31.3% | +0.789% |
| BND Vanguard Total Bond Market Index Fund | 4,028 | $298,031.62 | $285,101.84 | - | -$12,929.78 | -4.34% | +0.54% |
| BRK-B Berkshire Hathaway Inc. | 720 | $383,457.6 | $380,321.99 | - | -$3,135.61 | -0.82% | +0.356% |
| CGUS Capital Group Core Equity ETF | 7,000 | $311,360 | $314,720 | - | $3,360 | 1.08% | +0.134% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 3,000 | $269,550 | $307,710 | - | $38,160 | 14.16% | -1.128% |
| CWI SPDR MSCI ACWI ex-US ETF | 13,107 | $357,174.66 | $521,134.32 | - | $163,959.66 | 45.9% | +0.05% |
| DFAE Dimensional Emerging Core Equity Market ETF | 258,253 | $6.25M | $9.75M | - | $3.5M | 56.03% | -1.048% |
| DFAS Dimensional U.S. Small Cap ETF | 4,074 | $243,552.79 | $317,466.45 | - | $73,913.66 | 30.35% | +0.861% |
| DFAT Dimensional US Targeted Value ETF | 5,295 | $278,282.52 | $359,106.9 | - | $80,824.38 | 29.04% | +0.953% |
| DFIV Dimensional International Value ETF | 4,462 | $223,096.94 | $249,961.24 | - | $26,864.3 | 12.04% | +0.538% |
| DFSI Dimensional International Sustainability Core 1 ETF | 4,991 | $213,936.87 | $224,844.55 | - | $10,907.68 | 5.1% | +0.783% |
| DFSU Dimensional US Sustainability Core 1 ETF | 8,859 | $293,313.34 | $424,656.16 | - | $131,342.82 | 44.78% | +0.556% |
| DFUS Dimensional U.S. Equity Market ETF | 9,873 | $514,811.33 | $827,406.76 | - | $312,595.43 | 60.72% | +0.113% |
| DFUV Dimensional US Marketwide Value ETF | 10,158 | $381,113.77 | $569,152.74 | - | $188,038.97 | 49.34% | +0.502% |
| GLD SPDR Gold Shares | 10,620 | $2.3M | $4.04M | - | $1.74M | 75.59% | +1.122% |
| GLTR abrdn Physical Precious Metals Basket Shares ETF | 48,632 | $4.67M | $8.85M | - | $4.19M | 89.7% | +1.664% |
| IAU iShares Gold Trust | 111,036 | $4.6M | $8.66M | - | $4.05M | 88.09% | +1.148% |
| IVV iShares Core S&P 500 ETF | 1,483 | $709,393.92 | $1.15M | - | $438,181.14 | 61.77% | +0.094% |
| IWB iShares Russell 1000 ETF | 2,096 | $782,730 | $881,263.2 | - | $98,533.2 | 12.59% | +0.167% |
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FAQ
Which stocks have generated the highest profits for Robyn L. Clarke?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $8.18M, Vanguard Total International Stock Index Fund Investor Shares - $5.4M, abrdn Physical Gold Shares ETF - $4.77M, Vanguard Growth ETF - $4.35M, and Janus Henderson Mortgage-Backed Securities ETF - $3.23M. 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: Invesco QQQ Trust, Series 1 - $239,017.4, State Street Technology Select Sector SPDR ETF - $127,529.5, Microsoft Corp - $120,711.52, VanEck Semiconductor ETF - $35,611.8, and SPDR Bloomberg International Treasury Bond ETF - $24,803.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robyn L. Clarke's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.43M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $4.54M, Vanguard Total International Stock Index Fund Investor Shares - $4.03M, Janus Henderson Mortgage-Backed Securities ETF - $3.23M, Vanguard Intermediate-Term Treasury Fund - $3.11M, and Vanguard Short-Term Corporate Bond ETF - $3.05M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robyn L. Clarke's monthly returns?
Robyn L. Clarke's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Robyn L. Clarke's strategy be considered aggressive or moderate?
Robyn L. Clarke's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Robyn L. Clarke's strategy?
Robyn L. Clarke'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.
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