Kay Dee Cole Portfolio
Invests via Clarity Wealth Development LLC | Managed by Kay Dee Cole, Kim Hall
Invests via Clarity Wealth Development LLC
Managed by Kay Dee Cole, Kim Hall
Automatically Tracked
Senior investor and operator with multi-decade experience in private equity, corporate finance, and strategic growth roles. Kay Dee Cole leads investment sourcing, portfolio oversight and M&A execution for growth-stage and lower-middle-market businesses, focusing on consumer and healthcare services. Known for operational diligence, bolt-on integration and board-level governance, works closely with management to drive EBITDA expansion and exit readiness across capital-structure solutions.
Senior investor and operator with multi-decade experience in private equity, corporate finance, and strategic growth roles. Kay Dee Cole leads investment sourcing, portfolio oversight and M&A execution for growth-stage and lower-middle-market businesses, focusing on consumer and healthcare services. Known for operational diligence, bolt-on integration and board-level governance, works closely with management to drive EBITDA expansion and exit readiness across capital-structure solutions.
Investment Philosophy & Strategy
Senior investor and operator with multi-decade experience in private equity, corporate finance, and strategic growth roles. Kay Dee Cole leads investment sourcing, portfolio oversight and M&A execution for growth-stage and lower-middle-market businesses, focusing on consumer and healthcare services. Known for operational diligence, bolt-on integration and board-level governance, works closely with management to drive EBITDA expansion and exit readiness across capital-structure solutions.
Senior investor and operator with multi-decade experience in private equity, corporate finance, and strategic growth roles. Kay Dee Cole leads investment sourcing, portfolio oversight and M&A execution for growth-stage and lower-middle-market businesses, focusing on consumer and healthcare services. Known for operational diligence, bolt-on integration and board-level governance, works closely with management to drive EBITDA expansion and exit readiness across capital-structure solutions.
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:
27.76%
Gain +0.17%
Monthly
1.23%
Yearly
15.84%
Drawdown
13.98%
$182.56M
Equity
Holdings
$182.56M
Investment
$159.39M
$25.28M
Profit +$210,279.24
Realized
$2.1M
Unrealized
$23.18M
Dividends
$4.14M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$210,279.24
Win %
64%
This Week
Compared To Last Week
Gain
0.12%
Profit
$210,279.24
Win %
64%
This Month
Compared to last month
Gain
1.58%
Profit
$2.84M
Win %
64%
This Year
Compared to last year
Gain
1.32%
Profit
$2.39M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$35,286.23 
GOOG Alphabet Inc
+6.88%
+$45,848.12 
GOOGL Alphabet Inc
+6.73%
+$29,278.41 
MSFT Microsoft Corp.
+3.02%
+$48,037.7 
NVDA NVIDIA Corporation
+2.93%
+$6,315.27 
LMT Lockheed Martin Corporation
+1.5%
+$3,486.52 
VUG Vanguard Growth ETF
+1.1%
+$2,821.62 
UNP Union Pacific Corporation
+0.92%
+$2,125.33 
CAT Caterpillar Inc.
+0.7%
+$1,496.88 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$8,445.94 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,691.52 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$49,051.82 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,486.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$144,240.94 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$42,014.08 
PG Procter & Gamble Co
+0.37%
+$1,460.15 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,138.32 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$1,284.18 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$4,943.17 
JPM JPMorgan Chase & Co.
+0.27%
+$806.52 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$1,087.21 
SO The Southern Company
+0.21%
+$1,079.2 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$277.05 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$285.12 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$2,012.9 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.05%
+$702.52 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$533.58 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$318,882.6 
QCOM QUALCOMM Incorporated
-2.63%
-$4,708.21 
ABBV AbbVie Inc.
-2.51%
-$5,991.22 
BA Boeing Company
-2.15%
-$4,917.07 
GIS General Mills, Inc.
-1.84%
-$6,308.05 
POST Post Holdings Inc.
-1.67%
-$4,650 
NKE Nike, Inc. - Class B
-1.37%
-$7,405.44 
NEE NextEra Energy, Inc.
-1.15%
-$2,767.4 
INTC Intel Corporation
-1.02%
-$3,747.9 
MA Mastercard Incorporated
-0.74%
-$4,190.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$102,507.07 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$20,772.64 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$37,010.16 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$28,411.2 
DFIV Dimensional International Value ETF
-0.47%
-$1,216.89 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,622.47 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.34%
-$9,297.68 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$11,171.16 
ENR Energizer Holdings Inc.
-0.28%
-$1,271.42 
COST Costco Wholesale Corporation
-0.24%
-$1,673.5 
EPC Edgewell Personal Care Co.
-0.22%
-$1,200 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$24,847.23 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$1,013.28 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$25,118.7 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$9,086.4 
MUB iShares National Muni Bond ETF
-0.11%
-$251.88 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$2,647.84 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$4,487.7 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$3,372.32 
V Visa Inc. Class A
-0.04%
-$202.99 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.03%
-$277.36 Events
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Dividends
Dividend Analysis
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| Trades 271 | Longs Won 188/271 69% | Profit Factor 15.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $467,432.71 |
| Average Win $144,027.9 | Best Trade (Aug 14) $5.18M | Sharpe Ratio -9.66 |
| Average Loss -$21,436.31 | Worst Trade (Sep 01) -$400,584.14 | Z-Score 3.63 (99.97%) |
| Commissions $0 | Avg. Trade Length 10m 2w | Expectancy $93,284.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,547 | 7,692 | 6,838 | 5,983 | 5,128 | 4,274 | 3,419 | 2,564 | 1,709 | 855 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,005 | $3.32M | $4.02M | - | $700,262.26 | 21.11% | -7.354% |
| ABBV AbbVie Inc. | 926 | $233,033 | $232,370.44 | - | -$662.56 | -0.28% | -2.513% |
| AMZN Amazon.com Inc | 978 | $233,097 | $265,605.23 | - | $32,508.23 | 13.95% | +15.321% |
| AVEM Avantis Emerging Markets Equity ETF | 3,168 | $187,577.36 | $283,567.68 | - | $95,990.32 | 51.17% | +0.101% |
| BA Boeing Company | 1,033 | $183,144.04 | $223,272.62 | - | $40,128.58 | 21.91% | -2.155% |
| BRK-B Berkshire Hathaway Inc. | 612 | $289,522.66 | $313,062.48 | - | $23,539.82 | 8.13% | +0.365% |
| CAT Caterpillar Inc. | 264 | $280,777 | $215,109.84 | - | -$65,667.16 | -23.39% | +0.701% |
| COST Costco Wholesale Corporation | 734 | $673,694.84 | $698,687.27 | - | $24,992.43 | 3.71% | -0.239% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 262,588 | $7.63M | $9.9M | - | $2.27M | 29.75% | +0.426% |
| DFGR Dimensional Global Real Estate ETF | 189,408 | $4.97M | $5.64M | - | $672,040.72 | 13.52% | -0.501% |
| DFGX Dimensional Global ex US Core Fixed Income Fund | 219,887 | $11.78M | $11.48M | - | -$307,358.27 | -2.61% | -0.216% |
| DFIV Dimensional International Value ETF | 4,507 | $210,973 | $258,115.89 | - | $47,142.89 | 22.35% | -0.469% |
| DFSB Dimensional Global Sustainability Fixed Income ETF | 72,072 | $3.76M | $3.66M | - | -$97,297.28 | -2.59% | -0.304% |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 33,627 | $1.64M | $1.55M | - | -$93,432.67 | -5.68% | +0.32% |
| DFSI Dimensional International Sustainability Core 1 ETF | 74,188 | $3.35M | $3.41M | - | $62,317.72 | 1.86% | -0.606% |
| DFSU Dimensional US Sustainability Core 1 ETF | 156,216 | $7.28M | $7.36M | - | $80,295.1 | 1.1% | +0.671% |
| DFSV Dimensional US Small Cap Value ETF | 511,635 | $16.45M | $20.29M | - | $3.84M | 23.35% | 0.0 |
| DFUS Dimensional U.S. Equity Market ETF | 15,082 | $991,037.97 | $1.23M | - | $239,502.41 | 24.17% | +0.691% |
| DISV Dimensional International Small Cap Equity Fund | 168,228 | $5.15M | $7.12M | - | $1.98M | 38.4% | -0.517% |
| ENR Energizer Holdings Inc. | 21,190 | $426,554.7 | $444,354.3 | - | $17,799.6 | 4.17% | -0.285% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kay Dee Cole?
The largest contributions to the portfolio's profits come from the following stocks: Nuveen ESG International Developed Markets Equity Fund - $722,111.06, Schwab Intermediate-Term U.S. Treasury ETF - $564,657.35, VANGUARD FTSE DEVELOPED MARKETS ETF - $555,246.15, VANGUARD TOTAL STOCK MKT ETF - $470,557.56, and Avantis Emerging Markets Equity ETF - $445,968.89. 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: Exxon Mobil Corporation - $40,270.5, Amazon.com Inc - $26,217, SPDR S&P 500 ETF Trust - $15,167.44, and Alphabet Inc - $205.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kay Dee Cole's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.14M earned over time. The largest contributors to dividend income include Schwab Intermediate-Term U.S. Treasury ETF - $564,657.35, VANGUARD FTSE DEVELOPED MARKETS ETF - $495,315.91, VANGUARD TOTAL STOCK MKT ETF - $390,546.86, Dimensional US Small Cap Value ETF - $305,294.8, and Nuveen ESG International Developed Markets Equity Fund - $296,812.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kay Dee Cole's monthly returns?
Kay Dee Cole'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 Kay Dee Cole's strategy be considered aggressive or moderate?
Kay Dee Cole'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 Kay Dee Cole's strategy?
Kay Dee Cole'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.
