SDR
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
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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:
42.75%
Gain +0.55%
Monthly
0.6%
Yearly
7.41%
Drawdown
18.11%
$374.33M
Equity
Holdings
$374.33M
Investment
$261.92M
$122.57M
Profit +$2.46M
Realized
$10.16M
Unrealized
$112.41M
Dividends
$14.31M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.55%
Profit
$2.46M
Win %
88%
This Week
Compared To Last Week
Gain
0.34%
Profit
$1.26M
Win %
88%
This Month
Compared to last month
Gain
0.42%
Profit
$1.56M
Win %
88%
This Year
Compared to last year
Gain
10.45%
Profit
$35.56M
Win %
89%
STX Seagate Technology Holdings plc
+7.21%
+$35,221.26 
AMAT Applied Materials, Inc.
+2.64%
+$9,657.21 
JPM JPMorgan Chase & Co.
+2.3%
+$7,848.15 
CAT Caterpillar Inc.
+1.48%
+$37,269.36 
CBSH Commerce Bancshares, Inc.
+1.36%
+$5,643.73 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.35%
+$472,624.57 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$7,765.2 
AVSC Avantis U.S. Small Cap Equity ETF
+1.15%
+$13,429.8 
JNJ Johnson & Johnson
+1.07%
+$5,900.7 
CI The Cigna Group
+1.01%
+$2,510.9 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$84,627.2 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$64,594.13 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$174,548.79 
VTV Vanguard Value ETF
+0.94%
+$2,112.07 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$195,048.81 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$2,833.82 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$62,038.44 
DFAR Dimensional US Real Estate ETF
+0.87%
+$2,003.99 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$69,713.8 
PCAR PACCAR Inc.
+0.8%
+$4,164.2 
CVX Chevron Corporation
+0.74%
+$2,968.79 
HD The Home Depot, Inc.
+0.73%
+$4,983.13 
UNH UnitedHealth Group Incorporated
+0.71%
+$4,814.4 
AVUS Avantis U.S. Equity ETF
+0.69%
+$2,867.52 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$1,969.81 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$495,435 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$23,834.8 
EMR Emerson Electric Co.
+0.66%
+$2,060.49 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$49,645 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$134,224.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$7,527.29 
DFIV Dimensional International Value ETF
+0.58%
+$116,431.9 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,387.44 
GOOGL Alphabet Inc
+0.56%
+$6,784.03 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$135,714.04 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,663.9 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$2,984.52 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$1,318.82 
VLUE iShares MSCI USA Value Factor ETF
+0.47%
+$11,800.84 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.46%
+$1,127.1 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$46,035.36 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$66,263.43 
WMT Walmart Inc.
+0.41%
+$2,337 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$15,508.47 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$1,413.6 
PEP PepsiCo, Inc.
+0.4%
+$1,215.68 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$48,873.33 
DUHP Dimensional US High Profitability ETF
+0.39%
+$52,693.44 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$23,361.38 
GD General Dynamics Corporation
+0.35%
+$914.6 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$28,931.7 
XOM Exxon Mobil Corporation
+0.28%
+$1,662.14 
PFE Pfizer Inc.
+0.15%
+$754.96 
NVDA NVIDIA Corporation
+0.14%
+$952.75 
MSFT Microsoft Corp.
+0.1%
+$2,310 
KO The Coca-Cola Company
+0.1%
+$230.48 
LLY Eli Lilly and Company
-2.41%
-$12,607.68 
AAPL Apple Inc.
-1.52%
-$28,215 
MU Micron Technology, Inc.
-1.42%
-$10,156.46 
AMZN Amazon.com Inc
-1.23%
-$22,478.24 
BA Boeing Company
-1.13%
-$7,966.74 
CSCO Cisco Systems, Inc.
-0.6%
-$4,969.84 
DIS The Walt Disney Company
-0.3%
-$724.07 
META Meta Platforms Inc Class A
-0.23%
-$2,310.08 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$6,332.34 
EPD Enterprise Products Partners L.P.
-0.07%
-$275 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$582.37 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$454.1 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$1,414.31 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$92.62 Events
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Dividends
Dividend Analysis
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| Trades 1959 | Longs Won 591/1959 30% | Profit Factor 39.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $456,755.36 |
| Average Win $212,784.41 | Best Trade (Jun 12) $9.95M | Sharpe Ratio -13.63 |
| Average Loss -$2,328.21 | Worst Trade (Dec 30) -$356,249.6 | Z-Score -16.62 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $62,567.94 |
| 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 | 166,667 | 150,000 | 133,333 | 116,667 | 100,000 | 83,333 | 66,667 | 50,000 | 33,333 | 16,667 |
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Returns
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