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:
4.3%
Gain
Monthly
0.14%
Yearly
1.67%
Drawdown
24.28%
$511.14M
Equity
Holdings
$511.14M
Investment
$393.84M
$134.09M
Profit -$2.12M
Realized
$16.79M
Unrealized
$117.3M
Dividends
$24.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.12M
Win %
69%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$2.79M
Win %
69%
This Month
Compared to last month
Gain
-0.17%
Profit
-$877,356.55
Win %
69%
This Year
Compared to last year
Gain
6.97%
Profit
$33.31M
Win %
69%
NTB The Bank of N.T. Butterfield & Son Limited
+1.95%
+$32,314.45 
DFAT Dimensional US Targeted Value ETF
+1.6%
+$5,888.96 
AAPL Apple Inc.
+1.4%
+$3,916.2 
AVUV Avantis U.S. Small Cap Value ETF
+1.38%
+$164,202.75 
DFAS Dimensional U.S. Small Cap ETF
+0.69%
+$2,269.12 
PVAL Putnam Focused Large Cap Value ETF
+0.59%
+$132,045.79 
SELF Global Self Storage Inc.
+0.49%
+$1,209.37 
VTV Vanguard Value ETF
+0.41%
+$1,652.4 
DFUV Dimensional US Marketwide Value ETF
+0.19%
+$1,059.13 
DFSU Dimensional US Sustainability Core 1 ETF
+0.13%
+$532.2 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$280.8 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$521.36 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$52.14 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.24%
-$196,763.87 
DFAE Dimensional Emerging Core Equity Market ETF
-1.75%
-$184,940.55 
GLD SPDR Gold Shares
-1.68%
-$63,362.5 
SGOL abrdn Physical Gold Shares ETF
-1.64%
-$316,111.26 
IAU iShares Gold Trust
-1.64%
-$136,245 
PHYS Sprott Physical Gold Trust
-1.57%
-$3,605.55 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$697,486.2 
VEU Vanguard FTSE All-World ex-US ETF
-0.98%
-$2,969.05 
CWI SPDR MSCI ACWI ex-US ETF
-0.97%
-$5,633.55 
VUG Vanguard Growth ETF
-0.81%
-$5,126.55 
WINN Harbor Long-Term Growers ETF
-0.77%
-$291,308.94 
DFSI Dimensional International Sustainability Core 1 ETF
-0.68%
-$1,533.88 
DFIV Dimensional International Value ETF
-0.54%
-$1,334.37 
VT Vanguard Total World Stock ETF
-0.51%
-$8,127.2 
DFUS Dimensional U.S. Equity Market ETF
-0.32%
-$2,641.78 
IVV iShares Core S&P 500 ETF
-0.29%
-$3,346.56 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$430,913.64 
VGLT Vanguard Long-Term Treasury Fund
-0.21%
-$16,098.27 
IWB iShares Russell 1000 ETF
-0.21%
-$1,834 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.13%
-$36,929.88 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.1%
-$35,891.1 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$17,350.8 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$168.38 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$359.16 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$51.65 
VO Vanguard Mid-Cap ETF
-0.03%
-$61.69 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$2,745.93 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.02%
-$680.19 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$1,698.35 Events
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Dividends
Dividend Analysis
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| Trades 390 | Longs Won 263/390 67% | Profit Factor 41.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.47M |
| Average Win $522,319.66 | Best Trade (Jul 16) $40.52M | Sharpe Ratio -10.97 |
| Average Loss -$25,834.68 | Worst Trade (Dec 31) -$878,634.14 | Z-Score 0.83 (59.51%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 6d | Expectancy $343,818.12 |
| 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% | 0.23% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
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Returns
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