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

Tracking: 0 Updated: Jul 17 at 01:45 PM

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.

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:

0.26%

Gain

Monthly

0.01%

Yearly

0.17%

Drawdown

19.15%

$123.31M

Equity

Holdings

$123.31M

Investment

$109.83M

$13.33M

Profit -$1.28M

Realized

-$149,028.27

Unrealized

$13.48M

Dividends

$2.96M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$1.28M

Win %

63%

This Week

Compared To Last Week

Gain

-1.49%

Profit

-$1.86M

Win %

63%

This Month

Compared to last month

Gain

-1.14%

Profit

-$1.43M

Win %

63%

This Year

Compared to last year

Gain

8.18%

Profit

$9.33M

Win %

62%

Gainers
Losers

FANG Diamondback Energy Inc

+2.94%

+$29,590.79

PGR Progressive Corporation

+2.81%

+$21,781.98

WMT Walmart Inc.

+2.56%

+$25,745.58

CHE Chemed Corporation

+1.45%

+$12,954.33

AMT American Tower Corporation

+1.43%

+$10,932.75

LMT Lockheed Martin Corporation

+1.41%

+$4,025.44

ACN Accenture plc Class A

+1.33%

+$4,157.22

CPRT Copart Inc.

+1.31%

+$7,555.4

CRWD CrowdStrike Holdings, Inc.

+0.95%

+$9,086.44

BR Broadridge Financial Solutions, Inc.

+0.86%

+$4,975.38

VGLT Vanguard Long-Term Treasury Fund

+0.61%

+$7,063.32

MSI Motorola Solutions, Inc.

+0.48%

+$2,557.15

LLY Eli Lilly and Company

+0.33%

+$2,489.5

SCHP Schwab U.S. TIPS ETF

+0.33%

+$9,173.03

OSCV Opus Small Cap Value ETF

+0.23%

+$5,368.8

BRK-B Berkshire Hathaway Inc.

+0.23%

+$1,402.33

DMBS DoubleLine Mortgage ETF

+0.23%

+$11,555.44

BKAG BNY Mellon Core Bond ETF

+0.2%

+$20,375.86

UPSD Aptus Large Cap Upside ETF

+0.19%

+$5,972.28

AAPL Apple Inc.

+0.19%

+$1,663.43

RSP Invesco S&P 500 Equal Weight ETF

+0.11%

+$3,892.52

PCMM

NFLX Netflix, Inc.

-10.45%

-$38,842.23

ISRG Intuitive Surgical, Inc.

-9.51%

-$40,303.57

AMD Advanced Micro Devices, Inc.

-7.73%

-$88,072.02

APH Amphenol Corporation

-4.54%

-$65,947.31

NVDA NVIDIA Corporation

-4.32%

-$128,400.36

META Meta Platforms Inc Class A

-3.91%

-$20,254.01

GOOGL Alphabet Inc

-3.67%

-$55,959.96

TSLA Tesla, Inc.

-3.42%

-$18,846.08

FRDM Freedom 100 Emerging Markets ETF

-3.37%

-$76,487.4

PWR Quanta Services Inc.

-3.1%

-$59,912.28

QQQM Invesco NASDAQ 100 ETF

-2.66%

-$36,835.22

VWO Vanguard FTSE Emerging Markets ETF

-2.65%

-$47,988.72

UBER Uber Technologies, Inc.

-2.07%

-$9,541.56

IDUB Aptus International Enhanced Fund

-1.62%

-$30,136.04

MSFT Microsoft Corp.

-1.49%

-$32,709.58

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-1.48%

-$124,097.54

AMZN Amazon.com Inc

-1.41%

-$20,266.74

SPYM State Street SPDR Portfolio S&P 500 ETF

-1.29%

-$229,833.12

ADME Aptus Drawdown Managed Equity Fund

-1.27%

-$50,511.84

ACIO Aptus Collared Investment Opportunity ETF

-1.19%

-$142,744.8

DUBS Aptus Large Cap Enhanced Yield ETF

-1.02%

-$19,182.82

V Visa Inc. Class A

-1.02%

-$15,145.14

JPM JPMorgan Chase & Co.

-0.69%

-$6,886.14

VB Vanguard Small-Cap ETF

-0.58%

-$13,498.3

DRSK Aptus Defined Risk ETF

-0.4%

-$32,997.53

NOW ServiceNow, Inc.

-0.37%

-$3,269.03

JUCY Aptus Enhanced Yield ETF

-0.16%

-$4,219.46

PGF Invesco Financial Preferred ETF

-0.15%

-$1,687.46

Events

Dividends

Dividend Analysis

No Data

Trades 446	Longs Won 192/446 43%	Profit Factor 3.77
Profitability	Shorts Won 0/0 0%	Standard Deviation $136,112.01
Average Win $94,533.56	Best Trade (Jul 15) $1.16M	Sharpe Ratio -9.31
Average Loss -$18,978.43	Worst Trade (Jul 17) -$466,710.82	Z-Score -2.24 (100%)
Commissions $0	Avg. Trade Length 8m 3d	Expectancy $29,887.72

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	6,494	5,844	5,195	4,545	3,896	3,247	2,597	1,948	1,299	649