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:
39.95%
Gain +1.12%
Monthly
1.06%
Yearly
13.53%
Drawdown
11.42%
$523.54M
Equity
Holdings
$523.54M
Investment
$392.97M
$148.7M
Profit +$5.55M
Realized
$18.13M
Unrealized
$130.57M
Dividends
$24.76M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.12%
Profit
$5.55M
Win %
69%
This Week
Compared To Last Week
Gain
0.89%
Profit
$4.6M
Win %
69%
This Month
Compared to last month
Gain
3.32%
Profit
$16.81M
Win %
69%
This Year
Compared to last year
Gain
2.76%
Profit
$14.06M
Win %
70%
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$5,430.01 
CGUS Capital Group Core Equity ETF
+1.29%
+$3,990 
VUG Vanguard Growth ETF
+1.1%
+$6,665.31 
WINN Harbor Long-Term Growers ETF
+0.94%
+$343,834.2 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,727.65 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$5,596.09 
IVV iShares Core S&P 500 ETF
+0.69%
+$7,618.56 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$2,777.64 
IWB iShares Russell 1000 ETF
+0.64%
+$5,407.7 
NULC Nuveen ESG Large-Cap ETF
+0.57%
+$1,269.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$888,265.86 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$44,415.73 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,339.2 
VT Vanguard Total World Stock ETF
+0.26%
+$4,165.19 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,214.52 
SELF Global Self Storage Inc.
+0.2%
+$490.47 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$12,871.38 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$3,582.2 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$137.9 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$149,746.52 
PHYS Sprott Physical Gold Trust
-1.61%
-$3,755 
GLD SPDR Gold Shares
-1.49%
-$59,684.29 
IAU iShares Gold Trust
-1.46%
-$125,893.3 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$283,948.35 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$237,429.7 
NTB The Bank of N.T. Butterfield & Son Limited
-0.71%
-$11,948.2 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$47,041.54 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$1,391.88 
DFIV Dimensional International Value ETF
-0.47%
-$1,198.8 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$1,741.68 
VTV Vanguard Value ETF
-0.27%
-$1,083.22 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$761.52 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$516.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$655.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$145,476.36 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$568.96 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$60,721.7 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$580.36 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$322.92 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$18,608.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$16,691 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$350.45 
VO Vanguard Mid-Cap ETF
-0.05%
-$123.96 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$5,571.19 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$1,391.19 Events
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Dividends
Dividend Analysis
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| Trades 429 | Longs Won 304/429 70% | Profit Factor 38.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.51M |
| Average Win $502,035.61 | Best Trade (Aug 06) $42.2M | Sharpe Ratio -10.31 |
| Average Loss -$31,364.67 | Worst Trade (Dec 31) -$878,634.14 | Z-Score 2.27 (97.65%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 6d | Expectancy $346,615.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.23% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 2,066 | $204,997.85 | $201,166.42 | - | -$3,831.43 | -1.87% | -0.256% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 139,119 | $4.01M | $4.02M | - | $12,115.6 | 0.3% | -0.035% |
| AVUV Avantis U.S. Small Cap Value ETF | 89,555 | $8.19M | $11.22M | - | $3.03M | 36.99% | +0.032% |
| BND Vanguard Total Bond Market Index Fund | 4,008 | $296,628.52 | $289,497.84 | - | -$7,130.68 | -2.4% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 720 | $383,457.6 | $368,308.8 | - | -$15,148.8 | -3.95% | +0.365% |
| CGUS Capital Group Core Equity ETF | 7,000 | $311,360 | $312,830 | - | $1,470 | 0.47% | +1.292% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 3,000 | $269,550 | $275,490 | - | $5,940 | 2.2% | +2.011% |
| CWI SPDR MSCI ACWI ex-US ETF | 14,514 | $395,220 | $584,188.5 | - | $188,968.5 | 47.81% | -0.297% |
| DFAE Dimensional Emerging Core Equity Market ETF | 261,269 | $6.32M | $9.8M | - | $3.48M | 55% | +0.455% |
| DFAS Dimensional U.S. Small Cap ETF | 4,064 | $242,778.61 | $329,305.92 | - | $86,527.31 | 35.64% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 5,276 | $277,020.18 | $373,171.48 | - | $96,151.3 | 34.71% | -0.155% |
| DFIV Dimensional International Value ETF | 4,440 | $221,868.08 | $254,278.8 | - | $32,410.72 | 14.61% | -0.469% |
| DFSI Dimensional International Sustainability Core 1 ETF | 4,971 | $213,033.41 | $228,367.74 | - | $15,334.33 | 7.2% | -0.606% |
| DFSU Dimensional US Sustainability Core 1 ETF | 8,846 | $292,700.12 | $417,035.82 | - | $124,335.7 | 42.48% | +0.671% |
| DFUS Dimensional U.S. Equity Market ETF | 9,993 | $521,030.93 | $815,328.87 | - | $294,297.94 | 56.48% | +0.691% |
| DFUV Dimensional US Marketwide Value ETF | 10,121 | $379,078.72 | $562,626.39 | - | $183,547.67 | 48.42% | +0.216% |
| GLD SPDR Gold Shares | 10,620 | $2.3M | $3.95M | - | $1.65M | 71.58% | -1.49% |
| GLTR abrdn Physical Precious Metals Basket Shares ETF | 48,619 | $4.66M | $8.83M | - | $4.16M | 89.26% | -1.668% |
| IAU iShares Gold Trust | 111,410 | $4.62M | $8.49M | - | $3.87M | 83.82% | -1.462% |
| IVV iShares Core S&P 500 ETF | 1,488 | $711,781.79 | $1.12M | - | $404,694.38 | 56.86% | +0.687% |
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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 - $6.82M, Vanguard Total International Stock Index Fund Investor Shares - $4.9M, abrdn Physical Gold Shares ETF - $4.7M, Vanguard Growth ETF - $4.35M, and Janus Henderson Mortgage-Backed Securities ETF - $2.98M. 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 $24.76M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $4.1M, Vanguard Total International Stock Index Fund Investor Shares - $3.9M, Janus Henderson Mortgage-Backed Securities ETF - $2.98M, Vanguard Intermediate-Term Treasury Fund - $2.87M, and Vanguard Short-Term Corporate Bond ETF - $2.85M. 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.
