Doug Robinson Portfolio
Invests via Lord & Richards Wealth Management LLC | Managed by Edmund Douglas (Doug) Robinson
Invests via Lord & Richards Wealth Management LLC
Managed by Edmund Douglas (Doug) Robinson
Automatically Tracked
Seasoned technology and media executive with a track record of scaling companies, leading corporate strategy, M&A and capital raises across growth and buyout cycles. Doug Robinson brings operating leadership from CEO and board roles, with experience building distribution partnerships and driving revenue growth. Market focus includes digital platforms, SaaS monetization and strategic fundraising.
Seasoned technology and media executive with a track record of scaling companies, leading corporate strategy, M&A and capital raises across growth and buyout cycles. Doug Robinson brings operating leadership from CEO and board roles, with experience building distribution partnerships and driving revenue growth. Market focus includes digital platforms, SaaS monetization and strategic fundraising.
Investment Philosophy & Strategy
Prioritizes growth-oriented, operationally-driven investments in digital platforms and SaaS businesses where active CEO-level engagement accelerates scale and monetization. Favors later seed-to-growth stage opportunities with clear distribution levers, recurring revenue models and unit economics that improve under operational rigor. Capital allocation emphasizes staged financings tied to commercial milestones, pragmatic leverage use in buyout contexts, and board-level oversight to de-risk execution. Time horizon is multi-year with focus on revenue growth, customer lifetime value and exit-readiness; underwriting centers on go-to-market advantage, partnerships and repeatable monetization paths.
Prioritizes growth-oriented, operationally-driven investments in digital platforms and SaaS businesses where active CEO-level engagement accelerates scale and monetization. Favors later seed-to-growth stage opportunities with clear distribution levers, recurring revenue models and unit economics that improve under operational rigor. Capital allocation emphasizes staged financings tied to commercial milestones, pragmatic leverage use in buyout contexts, and board-level oversight to de-risk execution. Time horizon is multi-year with focus on revenue growth, customer lifetime value and exit-readiness; underwriting centers on go-to-market advantage, partnerships and repeatable monetization paths.
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:
23.48%
Gain +0.06%
Monthly
0.99%
Yearly
12.51%
Drawdown
12.89%
$131.73M
Equity
Holdings
$131.73M
Investment
$118.22M
$17.65M
Profit +$65,492.63
Realized
$4.15M
Unrealized
$13.51M
Dividends
$3.33M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.06%
Profit
$65,492.63
Win %
68%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$1.13M
Win %
68%
This Month
Compared to last month
Gain
0.61%
Profit
$793,706.54
Win %
68%
This Year
Compared to last year
Gain
0.58%
Profit
$767,989.63
Win %
62%
MRK Merck & Co., Inc.
+3.8%
+$9,723.56 
LLY Eli Lilly and Company
+3.62%
+$34,713.05 
LMT Lockheed Martin Corporation
+3.61%
+$10,124.75 
ABBV AbbVie Inc.
+3.32%
+$14,710.58 
TGT Target Corporation
+2.18%
+$7,732.28 
JNJ Johnson & Johnson
+2.13%
+$7,531.3 
UNP Union Pacific Corporation
+1.44%
+$6,292.2 
JPM JPMorgan Chase & Co.
+1.16%
+$12,735.8 
NOW ServiceNow, Inc.
+0.99%
+$5,899.22 
TJX The TJX Companies, Inc.
+0.95%
+$2,438.8 
AAPL Apple Inc.
+0.49%
+$11,456.44 
NFLX Netflix, Inc.
+0.16%
+$578.05 
JAJL Innovator EDP ETF - 6M January/July
+0.04%
+$1,386.82 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$193.5 
AMD Advanced Micro Devices, Inc.
0%
+$0.04 
AMT American Tower Corporation
0%
-$0.02 
AMZN Amazon.com Inc
0%
-$0.06 
APH Amphenol Corporation
0%
$0 
CBRE CBRE Group Inc.
0%
$0 
CHE Chemed Corporation
0%
-$0.01 
CPRT Copart Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
-$0.01 
DELL Dell Technologies Inc.
0%
-$0.01 
DLTR Dollar Tree, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EQIX Equinix, Inc.
0%
+$0.01 
FANG Diamondback Energy Inc
0%
-$0.03 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
+$0.01 
HPE Hewlett Packard Enterprise Company
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LIN Linde plc
0%
-$0.01 
MNST Monster Beverage Corporation
0%
$0 
MSFT Microsoft Corp.
0%
+$0.05 
NTRS Northern Trust Corporation
0%
$0 
PGR Progressive Corporation
0%
-$0.02 
PG Procter & Gamble Co
0%
-$0.02 
PWR Quanta Services Inc.
0%
$0 
RL Ralph Lauren Corporation
0%
$0 
RTX RTX Corporation
0%
+$0.01 
SYF Synchrony Financial
0%
$0 
URI United Rentals, Inc.
0%
-$0.02 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.01 
ADME Aptus Drawdown Managed Equity Fund
0%
+$6.32 
ACIO Aptus Collared Investment Opportunity ETF
0%
$0 
BKAG BNY Mellon Core Bond ETF
0%
-$0.24 
DMBS DoubleLine Mortgage ETF
0%
$0 
DRSK Aptus Defined Risk ETF
0%
$0 
FRDM Freedom 100 Emerging Markets ETF
0%
$0 
IDUB Aptus International Enhanced Fund
0%
$0 
JUCY Aptus Enhanced Yield ETF
0%
$0 
OSCV Opus Small Cap Value ETF
0%
$0 
PGF Invesco Financial Preferred ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
-$0.04 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
UPSD Aptus Large Cap Upside ETF
0%
+$0.1 ZNOV
ZNOV
0%
$0 ZJUL
ZJUL
0%
$0 ZSEP
ZSEP
0%
$0 
ORCL Oracle Corporation
-8.83%
-$28,664.9 
MU Micron Technology, Inc.
-4.08%
-$29,766.15 
PLTR Palantir Technologies Inc.
-3.69%
-$12,589.5 
META Meta Platforms Inc Class A
-3.27%
-$29,652.5 
NVDA NVIDIA Corporation
-3.16%
-$120,999.98 
AVGO Broadcom Inc.
-3.1%
-$37,968.98 
QCOM QUALCOMM Incorporated
-2.4%
-$6,343.04 
TSLA Tesla, Inc.
-2.15%
-$13,347.78 
GOOGL Alphabet Inc
-1.74%
-$35,145.3 
V Visa Inc. Class A
-1.17%
-$12,991.81 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.08%
-$78,551.32 
DUBS Aptus Large Cap Enhanced Yield ETF
-0.01%
-$156.45 
BFRZ Innovator Equity Managed 100 Buffer ETF
0%
-$23.34 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 573 | Longs Won 331/573 57% | Profit Factor 4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $133,067.99 |
| Average Win $71,090.13 | Best Trade (Oct 15) $1.26M | Sharpe Ratio -10.42 |
| Average Loss -$24,287.56 | Worst Trade (Sep 30) -$327,669.12 | Z-Score -0.86 (61.27%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $30,808.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,435 | 4,891 | 4,348 | 3,804 | 3,261 | 2,717 | 2,174 | 1,630 | 1,087 | 543 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,779 | $1.98M | $2.32M | - | $343,909.52 | 17.36% | +0.495% |
| ABBV AbbVie Inc. | 1,613 | $421,944 | $457,253.26 | - | $35,309.26 | 8.37% | +3.324% |
| ACIO Aptus Collared Investment Opportunity ETF | 225,459 | $9.04M | $10.75M | - | $1.7M | 18.85% | 0.0 |
| ADME Aptus Drawdown Managed Equity Fund | 63,177 | $2.94M | $3.6M | - | $667,098.93 | 22.71% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 1,192 | $242,488.65 | $721,791.8 | - | $479,303.15 | 197.66% | 0.0 |
| AMT American Tower Corporation | 1,890 | $368,822.94 | $339,122.68 | - | -$29,700.26 | -8.05% | 0.0 |
| AMZN Amazon.com Inc | 5,781 | $1.17M | $1.49M | - | $325,761.15 | 27.86% | 0.0 |
| APH Amphenol Corporation | 6,490 | $205,006.12 | $557,426.1 | - | $352,419.98 | 171.91% | 0.0 |
| AVGO Broadcom Inc. | 3,433 | $1.3M | $1.19M | - | -$108,207.67 | -8.34% | -3.095% |
| BFRZ Innovator Equity Managed 100 Buffer ETF | 77,808 | $2.11M | $2.14M | - | $28,789.52 | 1.37% | -0.001% |
| BKAG BNY Mellon Core Bond ETF | 236,042 | $9.9M | $9.45M | - | -$447,413.67 | -4.52% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,290 | $620,475.05 | $671,754.6 | - | $51,279.55 | 8.26% | +0.029% |
| CBRE CBRE Group Inc. | 1,659 | $213,132 | $215,122.53 | - | $1,990.53 | 0.93% | 0.0 |
| CHE Chemed Corporation | 694 | $311,018.83 | $347,534.37 | - | $36,515.54 | 11.74% | 0.0 |
| CPRT Copart Inc. | 11,362 | $432,118.03 | $299,615.94 | - | -$132,502.09 | -30.66% | 0.0 |
| CRWD CrowdStrike Holdings, Inc. | 1,040 | $122,061.94 | $271,658.39 | - | $149,596.45 | 122.56% | 0.0 |
| DELL Dell Technologies Inc. | 474 | $254,924 | $271,350.77 | - | $16,426.77 | 6.44% | 0.0 |
| DLTR Dollar Tree, Inc. | 2,409 | $274,674 | $280,118.52 | - | $5,444.52 | 1.98% | 0.0 |
| DMBS DoubleLine Mortgage ETF | 96,342 | $4.73M | $4.47M | - | -$259,286.09 | -5.48% | 0.0 |
| DRSK Aptus Defined Risk ETF | 258,226 | $7.17M | $7.04M | - | -$132,767.82 | -1.85% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Doug Robinson?
The largest contributions to the portfolio's profits come from the following stocks: Amphenol Corporation - $1.45M, Quanta Services Inc - $936,764.17, State Street SPDR Portfolio S&P 500 ETF - $866,480.23, VANGUARD FTSE DEVELOPED MARKETS ETF - $699,995.52, and CrowdStrike Holdings, Inc - $603,608.24. 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: Copart Inc - $810,354.63, ServiceNow, Inc - $566,568.9, Broadridge Financial Solutions, Inc - $280,350.21, Chemed Corporation - $232,118.12, and Accenture plc Class A - $177,805.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Doug Robinson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.33M earned over time. The largest contributors to dividend income include BNY Mellon Core Bond ETF - $620,241.76, Aptus Defined Risk ETF - $367,823.15, DoubleLine Mortgage ETF - $360,450.42, Aptus Enhanced Yield ETF - $287,928.73, and VANGUARD FTSE DEVELOPED MARKETS ETF - $210,928.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Doug Robinson's monthly returns?
Doug Robinson'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 Doug Robinson's strategy be considered aggressive or moderate?
Doug Robinson'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 Doug Robinson's strategy?
Doug Robinson'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.
2026 © Marketlog. All Rights Reserved.
