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:
152.91%
Gain +0.49%
Monthly
1.55%
Yearly
20.24%
Drawdown
32.24%
$389.47M
Equity
Holdings
$389.47M
Investment
$271.82M
$128.94M
Profit +$1.25M
Realized
$11.29M
Unrealized
$117.66M
Dividends
$16.25M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.49%
Profit
$1.25M
Win %
83%
This Week
Compared To Last Week
Gain
0.68%
Profit
$2.61M
Win %
83%
This Month
Compared to last month
Gain
-0.58%
Profit
-$2.28M
Win %
83%
This Year
Compared to last year
Gain
2.23%
Profit
$8.51M
Win %
85%
META Meta Platforms Inc Class A
+8.24%
+$97,597.4 
MRVL Marvell Technology, Inc.
+3.79%
+$9,333.86 
AMAT Applied Materials, Inc.
+3.48%
+$10,232.28 
GOOGL Alphabet Inc
+2.13%
+$25,233.12 
MU Micron Technology, Inc.
+2.06%
+$11,800.48 
IEMG iShares Core MSCI Emerging Markets ETF
+2.06%
+$4,601.73 
DFAE Dimensional Emerging Core Equity Market ETF
+1.98%
+$195,811.97 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.76%
+$120,734.07 
AVEM Avantis Emerging Markets Equity ETF
+1.75%
+$4,738.8 
BA Boeing Company
+1.34%
+$8,442.84 
STX Seagate Technology Holdings plc
+1.33%
+$6,409.77 
DIS The Walt Disney Company
+1.28%
+$3,109.94 
NVDA NVIDIA Corporation
+1.27%
+$9,474.57 
SPY SPDR S&P 500 ETF Trust
+1.17%
+$2,925.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.17%
+$14,969.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.17%
+$126,924.5 
SCHB Schwab U.S. Broad Market ETF
+1.16%
+$4,051.44 
DFUS Dimensional U.S. Equity Market ETF
+1.14%
+$284,083.07 
CAT Caterpillar Inc.
+1.13%
+$25,568.78 
DFAU Dimensional US Core Equity Market ETF
+1.06%
+$233,676.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.04%
+$2,145.6 
DUHP Dimensional US High Profitability ETF
+0.97%
+$138,874.9 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.9%
+$144,002.24 
AVUS Avantis U.S. Equity ETF
+0.88%
+$3,488.31 
AMZN Amazon.com Inc
+0.87%
+$16,676.56 
EMR Emerson Electric Co.
+0.85%
+$2,785.11 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.83%
+$1,789.46 
VLUE iShares MSCI USA Value Factor ETF
+0.83%
+$21,116.7 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.77%
+$586,497.24 
DFAR Dimensional US Real Estate ETF
+0.76%
+$1,546.79 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.74%
+$30,490.42 
EFV iShares MSCI EAFE Value ETF
+0.74%
+$4,836 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.74%
+$1,820.7 
DFGR Dimensional Global Real Estate ETF
+0.66%
+$23,183.83 
DFAI Dimensional International Core Equity Market ETF
+0.66%
+$86,698.64 
LLY Eli Lilly and Company
+0.64%
+$3,321.59 
DIHP Dimensional International High Profitability Portfolio
+0.63%
+$68,128.77 
JNJ Johnson & Johnson
+0.62%
+$3,196.38 
WMT Walmart Inc.
+0.6%
+$2,976.32 
DFIC Dimensional International Core Equity Market ETF
+0.53%
+$1,924.74 
DFUV Dimensional US Marketwide Value ETF
+0.53%
+$113,444.02 
DFAS Dimensional U.S. Small Cap ETF
+0.52%
+$42,399.33 
AAPL Apple Inc.
+0.48%
+$10,159.1 
JPM JPMorgan Chase & Co.
+0.38%
+$1,424.13 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.36%
+$1,136.61 
DFIV Dimensional International Value ETF
+0.36%
+$73,158.15 
AVSC Avantis U.S. Small Cap Equity ETF
+0.35%
+$4,062.1 
VTV Vanguard Value ETF
+0.31%
+$721.05 
GD General Dynamics Corporation
+0.28%
+$708.55 
AVDV Avantis International Small Cap Value ETF
+0.26%
+$21,009.63 
CSCO Cisco Systems, Inc.
+0.22%
+$1,632.76 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.18%
+$12,392.2 
DISV Dimensional International Small Cap Equity Fund
+0.18%
+$15,814.88 
DFAT Dimensional US Targeted Value ETF
+0.15%
+$9,637.84 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.12%
+$6,374.01 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$268.6 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.05%
+$793.4 
MSFT Microsoft Corp.
+0.05%
+$1,434.24 
XOM Exxon Mobil Corporation
-2.72%
-$18,049.16 
CVX Chevron Corporation
-1.76%
-$7,996.21 
NUE Nucor Corporation
-1.68%
-$4,206.65 
PCAR PACCAR Inc.
-1.55%
-$4,465.57 
HD The Home Depot, Inc.
-0.89%
-$2,899.63 
PEP PepsiCo, Inc.
-0.84%
-$2,287.57 
BRK-B Berkshire Hathaway Inc.
-0.61%
-$1,825.57 
UNH UnitedHealth Group Incorporated
-0.6%
-$3,758.36 
KO The Coca-Cola Company
-0.45%
-$1,156 
CI The Cigna Group
-0.34%
-$691.92 
CBSH Commerce Bancshares, Inc.
-0.33%
-$1,430.13 
PFE Pfizer Inc.
-0.2%
-$1,038.4 
AVUV Avantis U.S. Small Cap Value ETF
-0.14%
-$24,460.59 
DFSV Dimensional US Small Cap Value ETF
-0.12%
-$718.44 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.07%
-$24,267.4 
DFNM Dimensional National Municipal Bond ETF
0%
-$50.4 Events
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Dividends
Dividend Analysis
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| Trades 2020 | Longs Won 1130/2020 55% | Profit Factor 30.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $467,831.5 |
| Average Win $117,984.55 | Best Trade (Aug 11) $11.23M | Sharpe Ratio -10.88 |
| Average Loss -$4,922.27 | Worst Trade (Dec 30) -$356,249.6 | Z-Score 5.32 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $63,832.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,310 | $1.43M | $2.13M | - | $704,455.4 | 49.38% | +0.479% |
| AMAT Applied Materials, Inc. | 661 | $225,923.19 | $304,093.05 | - | $78,169.86 | 34.6% | +3.482% |
| AMZN Amazon.com Inc | 7,512 | $1.46M | $1.92M | - | $465,291.24 | 31.93% | +0.875% |
| AVDV Avantis International Small Cap Value ETF | 73,718 | $5.68M | $8.21M | - | $2.53M | 44.56% | +0.256% |
| AVEM Avantis Emerging Markets Equity ETF | 2,872 | $197,010.71 | $275,424.8 | - | $78,414.09 | 39.8% | +1.751% |
| AVSC Avantis U.S. Small Cap Equity ETF | 16,580 | $855,030.6 | $1.17M | - | $316,097.7 | 36.97% | +0.348% |
| AVUS Avantis U.S. Equity ETF | 3,087 | $311,328.18 | $401,032.17 | - | $89,703.99 | 28.81% | +0.877% |
| AVUV Avantis U.S. Small Cap Value ETF | 148,246 | $13.51M | $18.06M | - | $4.55M | 33.67% | -0.135% |
| BA Boeing Company | 3,174 | $588,040.46 | $637,529.64 | - | $49,489.18 | 8.42% | +1.342% |
| BRK-B Berkshire Hathaway Inc. | 587 | $225,043.52 | $297,409.42 | - | $72,365.9 | 32.16% | -0.61% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 1.21M | $22.91M | $34.98M | - | $12.07M | 52.67% | -0.069% |
| CAT Caterpillar Inc. | 2,797 | $694,562.46 | $2.29M | - | $1.59M | 229.46% | +1.13% |
| CBSH Commerce Bancshares, Inc. | 7,527 | $467,944.75 | $428,286.3 | - | -$39,658.45 | -8.48% | -0.333% |
| CI The Cigna Group | 744 | $215,954.17 | $204,116.4 | - | -$11,837.77 | -5.48% | -0.338% |
| CSCO Cisco Systems, Inc. | 6,806 | $418,720.67 | $746,957.82 | - | $328,237.15 | 78.39% | +0.219% |
| CVX Chevron Corporation | 2,167 | $271,861.19 | $446,011.94 | - | $174,150.75 | 64.06% | -1.761% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.7M | $50.94M | $76.83M | - | $25.89M | 50.82% | +0.769% |
| DFAE Dimensional Emerging Core Equity Market ETF | 249,442 | $6.83M | $10.11M | - | $3.28M | 48.01% | +1.976% |
| DFAI Dimensional International Core Equity Market ETF | 309,638 | $10.29M | $13.15M | - | $2.86M | 27.77% | +0.664% |
| DFAR Dimensional US Real Estate ETF | 8,141 | $192,534.65 | $205,600.95 | - | $13,066.3 | 6.79% | +0.758% |
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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 $16.25M 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.
