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:
25.46%
Gain +0.73%
Monthly
1.14%
Yearly
14.59%
Drawdown
12.9%
$131.62M
Equity
Holdings
$131.62M
Investment
$112.93M
$18.89M
Profit +$712,345.05
Realized
$197,054.36
Unrealized
$18.69M
Dividends
$3.07M
Goals
Avg. 79.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.73%
Profit
$712,345.05
Win %
65%
This Week
Compared To Last Week
Gain
0.54%
Profit
$712,345.05
Win %
65%
This Month
Compared to last month
Gain
3.19%
Profit
$4.07M
Win %
65%
This Year
Compared to last year
Gain
2.97%
Profit
$3.79M
Win %
63%
AMZN Amazon.com Inc
+15.32%
+$200,893.38 
GOOGL Alphabet Inc
+6.73%
+$84,981.54 
META Meta Platforms Inc Class A
+3.28%
+$13,065.51 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$24,725.76 
MSFT Microsoft Corp.
+3.02%
+$76,449 
NVDA NVIDIA Corporation
+2.93%
+$75,983.06 
FANG Diamondback Energy Inc
+1.59%
+$12,532.38 
LMT Lockheed Martin Corporation
+1.5%
+$4,798.28 
PWR Quanta Services Inc.
+1.43%
+$21,105.02 
MSI Motorola Solutions, Inc.
+1.14%
+$6,009.66 
NOW ServiceNow, Inc.
+1.05%
+$12,880.64 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$17,950.8 
DUBS Aptus Large Cap Enhanced Yield ETF
+0.84%
+$16,439.15 
TSLA Tesla, Inc.
+0.76%
+$3,112.81 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$9,558.38 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$123,799.7 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$15,083.54 
UPSD Aptus Large Cap Upside ETF
+0.66%
+$21,728.97 
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$77,722.32 
ADME Aptus Drawdown Managed Equity Fund
+0.63%
+$25,530 
APH Amphenol Corporation
+0.55%
+$7,443.84 
AVGO Broadcom Inc.
+0.37%
+$4,949.28 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,170.62 
DRSK Aptus Defined Risk ETF
+0.28%
+$23,879.28 
JPM JPMorgan Chase & Co.
+0.27%
+$2,552.1 
PGF Invesco Financial Preferred ETF
+0.15%
+$1,807.36 
ISRG Intuitive Surgical, Inc.
+0.1%
+$358.55 
OSCV Opus Small Cap Value ETF
+0.09%
+$2,256.48 
WMT Walmart Inc.
+0.09%
+$757.92 PCMM
PCMM
0%
$0 
AAPL Apple Inc.
-7.35%
-$66,007.84 
NFLX Netflix, Inc.
-2%
-$6,924.78 
AMD Advanced Micro Devices, Inc.
-1.9%
-$19,246.96 
CPRT Copart Inc.
-1.52%
-$11,615.4 
PGR Progressive Corporation
-0.87%
-$7,237.26 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$58,663.49 
AMT American Tower Corporation
-0.63%
-$4,600.24 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$7,519.66 
LLY Eli Lilly and Company
-0.53%
-$3,616.7 
CHE Chemed Corporation
-0.47%
-$4,554.18 
DMBS DoubleLine Mortgage ETF
-0.47%
-$25,569.33 
BKAG BNY Mellon Core Bond ETF
-0.24%
-$25,535.8 
VB Vanguard Small-Cap ETF
-0.22%
-$5,344.52 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$6,576.85 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$3,426.39 
V Visa Inc. Class A
-0.04%
-$554.78 
JUCY Aptus Enhanced Yield ETF
-0.02%
-$639.2 
UBER Uber Technologies, Inc.
-0.01%
-$58.79 
IDUB Aptus International Enhanced Fund
-0.01%
-$214.97 Events
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Dividends
Dividend Analysis
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| Trades 494 | Longs Won 289/494 58% | Profit Factor 5.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $148,048.07 |
| Average Win $80,614.24 | Best Trade (Aug 28) $1.25M | Sharpe Ratio -12.42 |
| Average Loss -$21,504.64 | Worst Trade (Aug 02) -$431,910.34 | Z-Score 3.03 (99.75%) |
| Commissions $0 | Avg. Trade Length 8m 2w 3d | Expectancy $38,233.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,135 | 5,521 | 4,908 | 4,294 | 3,681 | 3,067 | 2,454 | 1,840 | 1,227 | 613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,692 | $620,106.74 | $831,585.72 | - | $211,478.98 | 34.1% | -7.354% |
| ACIO Aptus Collared Investment Opportunity ETF | 268,008 | $10.76M | $12.31M | - | $1.55M | 14.45% | +0.635% |
| ADME Aptus Drawdown Managed Equity Fund | 74,000 | $3.44M | $4.08M | - | $639,465.59 | 18.57% | +0.629% |
| AMD Advanced Micro Devices, Inc. | 2,083 | $423,744.85 | $991,820.43 | - | $568,075.58 | 134.06% | -1.904% |
| AMT American Tower Corporation | 4,182 | $868,461.74 | $724,991.52 | - | -$143,470.22 | -16.52% | -0.631% |
| AMZN Amazon.com Inc | 5,568 | $1.12M | $1.51M | - | $396,136.59 | 35.5% | +15.321% |
| APH Amphenol Corporation | 16,918 | $1.11M | $1.36M | - | $246,607.86 | 22.16% | +0.551% |
| AVGO Broadcom Inc. | 3,437 | $1.3M | $1.34M | - | $39,560.36 | 3.05% | +0.371% |
| BKAG BNY Mellon Core Bond ETF | 255,358 | $10.7M | $10.54M | - | -$153,368.97 | -1.43% | -0.242% |
| BRK-B Berkshire Hathaway Inc. | 1,167 | $559,227.15 | $596,967.18 | - | $37,740.03 | 6.75% | +0.365% |
| CHE Chemed Corporation | 1,793 | $868,793.75 | $954,324.25 | - | $85,530.5 | 9.84% | -0.475% |
| CPRT Copart Inc. | 25,812 | $1.14M | $751,645.44 | - | -$390,764.64 | -34.21% | -1.522% |
| CRWD CrowdStrike Holdings, Inc. | 4,384 | $437,036.32 | $836,730.24 | - | $399,693.92 | 91.46% | +3.045% |
| DMBS DoubleLine Mortgage ETF | 111,171 | $5.45M | $5.36M | - | -$95,873.42 | -1.76% | -0.475% |
| DRSK Aptus Defined Risk ETF | 298,491 | $8.28M | $8.48M | - | $204,054.78 | 2.46% | +0.282% |
| DUBS Aptus Large Cap Enhanced Yield ETF | 46,969 | $1.63M | $1.96M | - | $338,964.7 | 20.86% | +0.844% |
| FANG Diamondback Energy Inc | 3,941 | $548,647.04 | $799,825.95 | - | $251,178.91 | 45.78% | +1.592% |
| FRDM Freedom 100 Emerging Markets ETF | 35,078 | $1.51M | $2.28M | - | $777,512.59 | 51.61% | +0.665% |
| GOOGL Alphabet Inc | 3,782 | $651,722.92 | $1.35M | - | $695,160.74 | 106.67% | +6.734% |
| IDUB Aptus International Enhanced Fund | 71,657 | $1.62M | $1.96M | - | $335,923.15 | 20.7% | -0.011% |
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FAQ
Which stocks have generated the highest profits for Doug Robinson?
The largest contributions to the portfolio's profits come from the following stocks: Quanta Services Inc - $664,981.15, BNY Mellon Core Bond ETF - $584,338.43, NVIDIA Corporation - $375,931.25, Aptus Defined Risk ETF - $367,823.15, and DoubleLine Mortgage ETF - $333,840.85. 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 - $494,259.4, Broadridge Financial Solutions, Inc - $280,350.21, Chemed Corporation - $230,381.1, Accenture plc Class A - $177,805.65, and iShares Russell Top 200 Growth ETF - $135,304.76. 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 $3.07M earned over time. The largest contributors to dividend income include BNY Mellon Core Bond ETF - $584,338.43, Aptus Defined Risk ETF - $367,823.15, DoubleLine Mortgage ETF - $333,194.63, Aptus Enhanced Yield ETF - $269,068.64, and VANGUARD FTSE DEVELOPED MARKETS ETF - $188,773.23. 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.
