Stanley D. Royer Portfolio
Invests via Claris Advisors LLC / Mo / | Managed by Stanley D. Royer, Scott Iverson, Chris Bettonville
Invests via Claris Advisors LLC / Mo /
Managed by Stanley D. Royer, Scott Iverson, Chris Bettonville
Automatically Tracked
Stanley D. Royer Profile
Stanley D. Royer is a seasoned professional in the finance sector, with extensive experience guiding innovative growth initiatives and capital development strategies. His career has spanned multiple leadership roles across prominent firms, emphasizing corporate financing and strategic investment approaches. He has played a pivotal role in enhancing operational efficiencies while fostering investor relationships that promote sustainable value creation. With a keen understanding of market dynamics, his insights have influenced investment decisions within various sectors, driving positive outcomes for stakeholders involved. Royer’s commitment to excellence underscores his influence as an established figure in contemporary finance.
Stanley D. Royer is a seasoned professional in the finance sector, with extensive experience guiding innovative growth initiatives and capital development strategies. His career has spanned multiple leadership roles across prominent firms, emphasizing corporate financing and strategic investment approaches. He has played a pivotal role in enhancing operational efficiencies while fostering investor relationships that promote sustainable value creation. With a keen understanding of market dynamics, his insights have influenced investment decisions within various sectors, driving positive outcomes for stakeholders involved. Royer’s commitment to excellence underscores his influence as an established figure in contemporary finance.
Investment Philosophy & Strategy
With a rich history of impactful leadership, Stanley D. Royer approaches investment opportunities through an entrepreneurial lens focused on innovation and strategic growth. His experiences across high-profile roles enable him to identify trends that drive market disruption while enhancing capital efficiency. Leveraging insights from diverse sectors, he crafts bespoke strategies that cater to specific market dynamics, ensuring robust operational improvement for investments. Each decision reflects his commitment to delivering sustained value and fostering collaborative relationships within the financial ecosystem.
With a rich history of impactful leadership, Stanley D. Royer approaches investment opportunities through an entrepreneurial lens focused on innovation and strategic growth. His experiences across high-profile roles enable him to identify trends that drive market disruption while enhancing capital efficiency. Leveraging insights from diverse sectors, he crafts bespoke strategies that cater to specific market dynamics, ensuring robust operational improvement for investments. Each decision reflects his commitment to delivering sustained value and fostering collaborative relationships within the financial ecosystem.
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:
138%
Gain +0.05%
Monthly
1.62%
Yearly
21.28%
Drawdown
32.24%
$391.99M
Equity
Holdings
$391.99M
Investment
$271.82M
$131.47M
Profit +$58,864.05
Realized
$11.29M
Unrealized
$120.18M
Dividends
$16.09M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$58,864.05
Win %
86%
This Week
Compared To Last Week
Gain
2.11%
Profit
$8.08M
Win %
86%
This Month
Compared to last month
Gain
2.11%
Profit
$8.08M
Win %
86%
This Year
Compared to last year
Gain
2.9%
Profit
$11.03M
Win %
87%
AMZN Amazon.com Inc
+15.32%
+$271,032.88 
GOOGL Alphabet Inc
+6.73%
+$76,105.89 
META Meta Platforms Inc Class A
+3.28%
+$31,470.38 
MSFT Microsoft Corp.
+3.02%
+$81,393.06 
NVDA NVIDIA Corporation
+2.93%
+$19,082.84 
CVX Chevron Corporation
+2.35%
+$9,794.84 
MRVL Marvell Technology, Inc.
+2.32%
+$4,298.34 
CSCO Cisco Systems, Inc.
+2.14%
+$16,538.58 
AMAT Applied Materials, Inc.
+1.18%
+$3,899.91 
EMR Emerson Electric Co.
+0.79%
+$2,587.76 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,529.35 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,751.53 
CAT Caterpillar Inc.
+0.7%
+$15,858.96 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$168,345.82 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,025.72 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$62,808.65 
AVUS Avantis U.S. Equity ETF
+0.57%
+$2,222.64 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$117,890.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,615.4 
STX Seagate Technology Holdings plc
+0.52%
+$2,505.36 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$42,405.14 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$27,400.64 
PFE Pfizer Inc.
+0.4%
+$1,888 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,091.82 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$271,998.72 
GD General Dynamics Corporation
+0.32%
+$882.06 
JPM JPMorgan Chase & Co.
+0.27%
+$1,018.02 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$46,146.72 
JNJ Johnson & Johnson
+0.21%
+$1,014.42 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$258.48 
NUE Nucor Corporation
+0.1%
+$252.5 
WMT Walmart Inc.
+0.09%
+$466.81 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$5,929.84 
DIS The Walt Disney Company
+0.03%
+$71.22 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$154,721.2 
MU Micron Technology, Inc.
-5.9%
-$29,067.66 
CI The Cigna Group
-2.99%
-$6,405.85 
BA Boeing Company
-2.15%
-$15,108.21 
UNH UnitedHealth Group Incorporated
-1.68%
-$11,757.43 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$28,027.62 
KO The Coca-Cola Company
-1.02%
-$2,601 
XOM Exxon Mobil Corporation
-0.97%
-$6,205.68 
PCAR PACCAR Inc.
-0.81%
-$2,671.92 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$29,812.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,353.59 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$83,602.88 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$69,713.16 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$2,065.58 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,358.3 
LLY Eli Lilly and Company
-0.53%
-$2,764.63 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$3,465.8 
DFAR Dimensional US Real Estate ETF
-0.52%
-$1,139.74 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$43,490.92 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$18,797.7 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$36,859 
DFIV Dimensional International Value ETF
-0.47%
-$96,354.63 
PEP PepsiCo, Inc.
-0.46%
-$1,341.44 
HD The Home Depot, Inc.
-0.42%
-$1,509.56 
CBSH Commerce Bancshares, Inc.
-0.29%
-$1,279.59 
VTV Vanguard Value ETF
-0.27%
-$616.54 
DUHP Dimensional US High Profitability ETF
-0.27%
-$37,719.11 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$88,576.01 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$33,882.88 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$630.72 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$14,477.92 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$11,802.1 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$1,989.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$327.83 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$10,096.79 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$231.55 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$3,476.73 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$504.02 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2020 | Longs Won 1142/2020 56% | Profit Factor 33.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $481,753.82 |
| Average Win $118,700.42 | Best Trade (Aug 05) $11.1M | Sharpe Ratio -10.88 |
| Average Loss -$4,658.74 | Worst Trade (Dec 30) -$356,249.6 | Z-Score 6.01 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $65,081.94 |
| 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% | <0.01% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Stanley D. Royer?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $5.38M, EA Bridgeway Omni Small-Cap Value Fund - $3.18M, Dimensional World ex U.S. Core Equity 2 ETF - $2.81M, Dimensional International Value ETF - $2.46M, and Dimensional US Marketwide Value ETF - $1.79M. 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: Stanley Black & Decker Inc - $190,577.64, Pfizer Inc - $171,406.66, Wells Fargo & Company - $122,350.97, TE Connectivity plc - $100,027.69, and Caleres Inc - $69,827.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stanley D. Royer'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 Dimensional U.S. Core Equity 2 ETF - $2.59M, Dimensional International Value ETF - $2.05M, Dimensional World ex U.S. Core Equity 2 ETF - $1.65M, EA Bridgeway Omni Small-Cap Value Fund - $1.38M, and Dimensional US Marketwide Value ETF - $1.05M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stanley D. Royer's monthly returns?
Stanley D. Royer'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 Stanley D. Royer's strategy be considered aggressive or moderate?
Stanley D. Royer's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Stanley D. Royer's strategy?
Stanley D. Royer'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.
