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:
23.98%
Gain +0.46%
Monthly
1%
Yearly
12.76%
Drawdown
13.98%
$178.86M
Equity
Holdings
$178.86M
Investment
$159.41M
$21.56M
Profit +$555,570.3
Realized
$2.12M
Unrealized
$19.44M
Dividends
$4.92M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$555,570.3
Win %
60%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$610,812.49
Win %
60%
This Month
Compared to last month
Gain
0.41%
Profit
$736,827.72
Win %
60%
This Year
Compared to last year
Gain
-0.74%
Profit
-$1.33M
Win %
66%
NKE Nike, Inc. - Class B
+5.55%
+$25,025.28 
GIS General Mills, Inc.
+3.63%
+$10,968.48 
V Visa Inc. Class A
+2.04%
+$11,600 
MA Mastercard Incorporated
+1.82%
+$10,836.12 
ABBV AbbVie Inc.
+1.79%
+$4,690.18 
LMT Lockheed Martin Corporation
+1.75%
+$3,684.48 
QCOM QUALCOMM Incorporated
+1.7%
+$3,457.99 
MSFT Microsoft Corp.
+1.24%
+$23,313.47 
BA Boeing Company
+1.12%
+$2,127.98 
PG Procter & Gamble Co
+0.95%
+$4,104.95 
DFSV Dimensional US Small Cap Value ETF
+0.89%
+$171,397.73 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.88%
+$1,662.3 
NUSC Nuveen ESG Small-Cap ETF
+0.88%
+$17,109.65 
DFGR Dimensional Global Real Estate ETF
+0.87%
+$44,510.88 
VIG Vanguard Dividend Appreciation ETF
+0.85%
+$3,737.15 
NEE NextEra Energy, Inc.
+0.82%
+$1,753.6 
EPC Edgewell Personal Care Co.
+0.81%
+$4,600 
DFSI Dimensional International Sustainability Core 1 ETF
+0.78%
+$25,965.8 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.73%
+$19,475.67 
MUB iShares National Muni Bond ETF
+0.71%
+$1,511.28 
POST Post Holdings Inc.
+0.7%
+$1,635 
COST Costco Wholesale Corporation
+0.69%
+$4,939.09 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.61%
+$5,061.82 
UNP Union Pacific Corporation
+0.57%
+$1,309.43 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.57%
+$33,740.83 
DFIV Dimensional International Value ETF
+0.54%
+$1,352.1 
NULV Nuveen ESG Large-Cap Value ETF
+0.53%
+$2,152.89 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.53%
+$62,796.75 
DFSU Dimensional US Sustainability Core 1 ETF
+0.52%
+$39,054 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.46%
+$2,111 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.44%
+$11,290.04 
AAPL Apple Inc.
+0.43%
+$19,015.91 
BRK-B Berkshire Hathaway Inc.
+0.42%
+$1,361.71 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.35%
+$12,677.46 
DISV Dimensional International Small Cap Equity Fund
+0.33%
+$23,551.92 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.28%
+$31,883.62 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.27%
+$8,605.48 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.21%
+$14,809.41 
SO The Southern Company
+0.18%
+$863.36 
GOOGL Alphabet Inc
+0.17%
+$755.74 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.13%
+$35,688.48 
GOOG Alphabet Inc
+0.12%
+$858.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$17,448.16 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$6,744.64 
DFUS Dimensional U.S. Equity Market ETF
+0.07%
+$829.51 
IVV iShares Core S&P 500 ETF
+0.05%
+$288.4 
ENR Energizer Holdings Inc.
0%
$0 
INTC Intel Corporation
-4.09%
-$16,160.3 
CAT Caterpillar Inc.
-2.83%
-$5,604.72 
NVDA NVIDIA Corporation
-1.92%
-$4,698.4 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.1%
-$111,599.9 
AVEM Avantis Emerging Markets Equity ETF
-1.08%
-$3,104.32 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.07%
-$16,948.01 
NUEM Nuveen ESG Emerging Markets Equity Fund
-0.81%
-$12,193.7 
QQQ Invesco QQQ Trust, Series 1
-0.73%
-$2,992.64 
VUG Vanguard Growth ETF
-0.44%
-$1,198.43 
AMZN Amazon.com Inc
-0.26%
-$655.26 
JPM JPMorgan Chase & Co.
-0.25%
-$707.41 
NULG Nuveen ESG Large-Cap Growth ETF
-0.15%
-$618.59 Events
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Dividends
Dividend Analysis
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No Data
| Trades 271 | Longs Won 182/271 67% | Profit Factor 8.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $427,711.61 |
| Average Win $133,597.66 | Best Trade (Oct 14) $4.8M | Sharpe Ratio -12.31 |
| Average Loss -$30,905.7 | Worst Trade (Oct 14) -$479,309.9 | Z-Score 2.2 (97.24%) |
| Commissions $0 | Avg. Trade Length 11m 1w 2d | Expectancy $79,572.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,780 | 5,202 | 4,624 | 4,046 | 3,468 | 2,890 | 2,312 | 1,734 | 1,156 | 578 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,005 | $3.32M | $4.48M | - | $1.16M | 35.03% | +0.426% |
| ABBV AbbVie Inc. | 926 | $233,033 | $267,192.67 | - | $34,159.67 | 14.66% | +1.787% |
| AMZN Amazon.com Inc | 978 | $233,097 | $247,834.98 | - | $14,737.98 | 6.32% | -0.264% |
| AVEM Avantis Emerging Markets Equity ETF | 3,168 | $187,577.36 | $285,247.04 | - | $97,669.68 | 52.07% | -1.077% |
| BA Boeing Company | 1,033 | $183,144.04 | $192,881.76 | - | $9,737.72 | 5.32% | +1.116% |
| BRK-B Berkshire Hathaway Inc. | 612 | $289,522.66 | $323,487.91 | - | $33,965.25 | 11.73% | +0.423% |
| CAT Caterpillar Inc. | 264 | $280,777 | $192,126 | - | -$88,651 | -31.57% | -2.835% |
| COST Costco Wholesale Corporation | 734 | $673,694.84 | $725,727.09 | - | $52,032.25 | 7.72% | +0.685% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 262,588 | $7.63M | $10.07M | - | $2.44M | 31.94% | -1.096% |
| DFGR Dimensional Global Real Estate ETF | 189,408 | $4.97M | $5.19M | - | $214,620.4 | 4.32% | +0.866% |
| DFGX Dimensional Global ex US Core Fixed Income Fund | 219,887 | $11.78M | $11.37M | - | -$417,741.55 | -3.54% | +0.281% |
| DFIV Dimensional International Value ETF | 4,507 | $210,973 | $252,482.14 | - | $41,509.14 | 19.68% | +0.538% |
| DFSB Dimensional Global Sustainability Fixed Income ETF | 72,072 | $3.76M | $3.61M | - | -$144,144.08 | -3.84% | +0.352% |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 33,627 | $1.64M | $1.56M | - | -$82,705.66 | -5.03% | -1.074% |
| DFSI Dimensional International Sustainability Core 1 ETF | 74,188 | $3.35M | $3.34M | - | -$3,709.6 | -0.11% | +0.783% |
| DFSU Dimensional US Sustainability Core 1 ETF | 156,216 | $7.28M | $7.49M | - | $201,518.72 | 2.77% | +0.524% |
| DFSV Dimensional US Small Cap Value ETF | 511,635 | $16.45M | $19.5M | - | $3.05M | 18.52% | +0.887% |
| DFUS Dimensional U.S. Equity Market ETF | 15,082 | $991,037.97 | $1.26M | - | $272,305.76 | 27.48% | +0.066% |
| DISV Dimensional International Small Cap Equity Fund | 168,228 | $5.15M | $7.17M | - | $2.02M | 39.25% | +0.33% |
| ENR Energizer Holdings Inc. | 21,190 | $454,311 | $454,311 | - | - | - | 0.0 |
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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 - $644,434.34, VANGUARD FTSE DEVELOPED MARKETS ETF - $593,959.26, VANGUARD TOTAL STOCK MKT ETF - $541,599.94, and Avantis Emerging Markets Equity ETF - $448,022.7. 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, and SPDR S&P 500 ETF Trust - $15,167.44. 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 $4.92M earned over time. The largest contributors to dividend income include Schwab Intermediate-Term U.S. Treasury ETF - $644,434.34, VANGUARD FTSE DEVELOPED MARKETS ETF - $534,029.02, VANGUARD TOTAL STOCK MKT ETF - $461,589.24, Dimensional US Small Cap Value ETF - $382,040.05, 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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.
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