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:
0.28%
Gain
Monthly
0.01%
Yearly
0.18%
Drawdown
20.28%
$133.6M
Equity
Holdings
$133.6M
Investment
$111.48M
$22.38M
Profit -$726,822.3
Realized
$259,302.74
Unrealized
$22.12M
Dividends
$3.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$726,822.3
Win %
72%
This Week
Compared To Last Week
Gain
-0.5%
Profit
-$668,616.6
Win %
72%
This Month
Compared to last month
Gain
-0.25%
Profit
-$330,248.18
Win %
72%
This Year
Compared to last year
Gain
9.05%
Profit
$11.09M
Win %
74%
LMT Lockheed Martin Corporation
+2.28%
+$4,715.1 
XOM Exxon Mobil Corporation
+1.88%
+$3,470.5 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$4,803.6 
SO The Southern Company
+1.61%
+$8,416.5 
PG Procter & Gamble Co
+1.5%
+$6,276.84 
NEE NextEra Energy, Inc.
+1.26%
+$3,150 
HON Honeywell International Inc.
+1.07%
+$2,895.34 
COST Costco Wholesale Corporation
+1%
+$6,371.99 
DFGR Dimensional Global Real Estate ETF
+0.74%
+$39,216.1 
BA Boeing Company
+0.5%
+$1,083.91 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.28%
+$4,585.12 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.24%
+$26,650.32 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.2%
+$4,287.36 
NULV Nuveen ESG Large-Cap Value ETF
+0.17%
+$832.14 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.14%
+$1,326.51 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$1,724.44 
NKE Nike, Inc. - Class B
+0.11%
+$628.1 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.1%
+$1,959.45 
VIG Vanguard Dividend Appreciation ETF
+0.07%
+$467.63 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.06%
+$1,947.03 
NUEM Nuveen ESG Emerging Markets Equity Fund
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-2.38%
-$217,198.12 
GOOG Alphabet Inc
-2.17%
-$15,260.16 
GOOGL Alphabet Inc
-2.14%
-$9,728.01 
AVEM Avantis Emerging Markets Equity ETF
-2.01%
-$24,588.2 
MSFT Microsoft Corp.
-1.97%
-$27,881.32 
VUG Vanguard Growth ETF
-1.87%
-$5,414.04 
QQQ Invesco QQQ Trust, Series 1
-1.81%
-$8,448 
NULG Nuveen ESG Large-Cap Growth ETF
-1.64%
-$8,420.22 
AVDV Avantis International Small Cap Value ETF
-1.38%
-$9,867 
NUDM Nuveen ESG International Developed Markets Equity Fund
-1.2%
-$53,309.76 
V Visa Inc. Class A
-1.08%
-$5,678.86 
DFUS Dimensional U.S. Equity Market ETF
-0.85%
-$10,842.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.85%
-$131,348.63 
IVV iShares Core S&P 500 ETF
-0.81%
-$4,550.99 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$206,790.54 
MA Mastercard Incorporated
-0.7%
-$3,852.84 
AAPL Apple Inc.
-0.7%
-$26,568.75 
DISV Dimensional International Small Cap Equity Fund
-0.66%
-$41,563.78 
NUSC Nuveen ESG Small-Cap ETF
-0.48%
-$17,463.85 
DFIV Dimensional International Value ETF
-0.18%
-$450.7 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.17%
-$1,134.49 
DFSV Dimensional US Small Cap Value ETF
-0.11%
-$21,617.24 
MUB iShares National Muni Bond ETF
-0.01%
-$10.71 Events
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Dividends
Dividend Analysis
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| Trades 213 | Longs Won 153/213 71% | Profit Factor 24.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $468,322.92 |
| Average Win $152,442.37 | Best Trade (Jul 14) $4.49M | Sharpe Ratio -10.25 |
| Average Loss -$15,689.54 | Worst Trade (Jul 14) -$355,737.48 | Z-Score 5.66 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy $105,081.27 |
| 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
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Option values are updated at end of day.
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