DH
Doug Hutchinson Portfolio
Invests via Wrapmanager Inc | Managed by Doug Hutchinson
Invests via Wrapmanager Inc
Managed by Doug Hutchinson
Automatically Tracked
Doug Hutchinson Profile
Doug Hutchinson has carved a distinctive niche as an entrepreneurial founder with a robust track record in developing innovative business models. Known for his adeptness in navigating the complexities of market demands, he leverages extensive experience across various sectors to drive operational growth and efficiency. His involvement spans key areas such as strategic planning, market expansion, and organizational leadership, where he cultivates high-performance teams aimed at executing transformative projects. By fostering relationships within industry networks, Doug enhances both collaboration and knowledge sharing among stakeholders. As an influential figure within his domains of expertise, he continuously seeks opportunities that align with evolving trends while contributing positively to economic development.
Doug Hutchinson has carved a distinctive niche as an entrepreneurial founder with a robust track record in developing innovative business models. Known for his adeptness in navigating the complexities of market demands, he leverages extensive experience across various sectors to drive operational growth and efficiency. His involvement spans key areas such as strategic planning, market expansion, and organizational leadership, where he cultivates high-performance teams aimed at executing transformative projects. By fostering relationships within industry networks, Doug enhances both collaboration and knowledge sharing among stakeholders. As an influential figure within his domains of expertise, he continuously seeks opportunities that align with evolving trends while contributing positively to economic development.
Investment Philosophy & Strategy
Opportunity lies at the intersection of innovation and market needs, where Doug Hutchinson thrives as a founder. With a deep understanding of customer dynamics, he prioritizes agility in business model evolution to capture emerging trends effectively. His investment focus integrates both growth strategies and operational excellence, enabling entities to unlock potential through tailored solutions. By emphasizing collaboration among diverse stakeholders, he enhances organizational capacity for transformative initiatives while driving value creation. As an entrepreneurial leader, continuous exploration of disruptive opportunities is central to his approach.
Opportunity lies at the intersection of innovation and market needs, where Doug Hutchinson thrives as a founder. With a deep understanding of customer dynamics, he prioritizes agility in business model evolution to capture emerging trends effectively. His investment focus integrates both growth strategies and operational excellence, enabling entities to unlock potential through tailored solutions. By emphasizing collaboration among diverse stakeholders, he enhances organizational capacity for transformative initiatives while driving value creation. As an entrepreneurial leader, continuous exploration of disruptive opportunities is central to his approach.
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:
47.98%
Gain 0%
Monthly
0.56%
Yearly
6.98%
Drawdown
21.99%
$326.83M
Equity
Holdings
$326.83M
Investment
$245.67M
$234.79M
Profit +$12,607.81
Realized
$153.63M
Unrealized
$81.17M
Dividends
$86.27M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.003%
Profit
$12,607.81
Win %
74%
This Week
Compared To Last Week
Gain
0.004%
Profit
$12,607.81
Win %
74%
This Month
Compared to last month
Gain
2.95%
Profit
$9.36M
Win %
74%
This Year
Compared to last year
Gain
2.1%
Profit
$6.73M
Win %
75%
PLTR Palantir Technologies Inc.
+10.32%
+$83,297.9 
HONA Honeywell Aerospace Inc.
+7.7%
+$14,917.55 
NOW ServiceNow, Inc.
+6.42%
+$22,477.05 
CRWD CrowdStrike Holdings, Inc.
+3.39%
+$61,864 
CRM Salesforce Inc
+3.2%
+$13,080.29 
TSLA Tesla, Inc.
+2.83%
+$71,123.87 
SHOP Shopify Inc.
+2.8%
+$13,038.44 
TXN Texas Instruments Inc
+2.76%
+$18,186.23 
VRTX Vertex Pharmaceuticals Incorporated
+2.49%
+$9,872.81 
ORCL Oracle Corporation
+2.47%
+$16,869.62 
IWP iShares Russell Mid-Cap Growth ETF
+2.46%
+$5,141.56 
VBK Vanguard Small-Cap Growth ETF
+2.41%
+$7,888 
TMO Thermo Fisher Scientific Inc.
+2.41%
+$11,952.88 
NVDA NVIDIA Corporation
+2.27%
+$303,055.69 
AMAT Applied Materials, Inc.
+2.21%
+$21,629.36 
PFE Pfizer Inc.
+2.14%
+$8,890 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+1.98%
+$5,036.57 
INTC Intel Corporation
+1.84%
+$16,606 
LRCX Lam Research Corporation
+1.82%
+$15,188.81 
GILD Gilead Sciences Inc.
+1.8%
+$9,383.59 
HD The Home Depot, Inc.
+1.75%
+$16,884.83 
AVGO Broadcom Inc.
+1.71%
+$95,569.48 
IBM International Business Machines Corporation
+1.65%
+$9,890.68 
IWO iShares Russell 2000 Growth ETF
+1.53%
+$3,011.3 
AMGN Amgen Inc.
+1.51%
+$10,827.5 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$4,010.16 
VOT Vanguard Mid-Cap Growth ETF
+1.41%
+$5,763 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.37%
+$182,740.52 
ISRG Intuitive Surgical, Inc.
+1.36%
+$5,033.71 
IJH iShares Core S&P Mid-Cap ETF
+1.35%
+$50,545.04 
PANW Palo Alto Networks, Inc.
+1.22%
+$3,736.35 
MS Morgan Stanley
+1.21%
+$10,000.08 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.15%
+$74,518.82 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.07%
+$25,735.8 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.06%
+$224,462.88 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.03%
+$3,722.87 
USXF iShares ESG Aware MSCI USA ETF
+1.03%
+$2,391.62 
BTI British American Tobacco p.l.c. ADR
+1.02%
+$2,017.2 
SPEM SPDR Portfolio Emerging Markets ETF
+1%
+$129,369.24 
BA Boeing Company
+0.96%
+$4,729.83 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.89%
+$1,950.21 
ABBV AbbVie Inc.
+0.89%
+$12,162.81 
C Citigroup Inc.
+0.88%
+$6,137.13 
JNJ Johnson & Johnson
+0.88%
+$16,527.23 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.86%
+$3,570 
AMZN Amazon.com Inc
+0.81%
+$64,852.86 
VUG Vanguard Growth ETF
+0.81%
+$5,135.04 
PM Philip Morris International Inc.
+0.81%
+$8,335.72 
IWS iShares Russell Mid-Cap Value ETF
+0.78%
+$1,647.87 
UNH UnitedHealth Group Incorporated
+0.77%
+$7,977.12 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.76%
+$2,244.02 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.75%
+$2,663.22 
COP ConocoPhillips
+0.73%
+$2,178.55 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.71%
+$67,456.48 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.7%
+$75,919.18 
GS The Goldman Sachs Group, Inc.
+0.68%
+$5,792.74 
ESGU iShares ESG Aware MSCI USA ETF
+0.63%
+$2,145.42 
DSI iShares MSCI KLD 400 Social ETF
+0.62%
+$1,594.34 
NFLX Netflix, Inc.
+0.61%
+$5,649.75 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.6%
+$2,080.03 
TEL TE Connectivity plc
+0.58%
+$1,697.5 
IWD iShares Russell 1000 Value ETF
+0.56%
+$3,193.92 
OEF iShares S&P 100 ETF
+0.49%
+$6,786.22 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.48%
+$33,633 
CSCO Cisco Systems, Inc.
+0.46%
+$7,062.55 
VTV Vanguard Value ETF
+0.42%
+$1,755.92 
PEP PepsiCo, Inc.
+0.42%
+$2,521.86 
META Meta Platforms Inc Class A
+0.37%
+$11,835.76 
JPM JPMorgan Chase & Co.
+0.34%
+$10,057.68 
T AT&T Inc.
+0.34%
+$1,601.84 
FLMI Franklin Dynamic Municipal Bond ETF
+0.33%
+$845.92 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.3%
+$6,764.54 
IBHJ iShares iBonds 2030 High Yield & Income ETF
+0.3%
+$2,222.08 
CMF iShares California Muni Bond ETF
+0.3%
+$2,401.25 
AAPL Apple Inc.
+0.29%
+$33,476.04 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.29%
+$5,472 
VTEB Vanguard Tax-Exempt Bond ETF
+0.28%
+$5,694.64 
BAC Bank of America Corporation
+0.27%
+$3,526.65 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.24%
+$4,219.75 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.24%
+$19,399.45 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.23%
+$668.04 
KO The Coca-Cola Company
+0.23%
+$2,168.03 
VOE Vanguard Mid-Cap Value ETF
+0.22%
+$962.34 
DIS The Walt Disney Company
+0.22%
+$1,025.8 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.22%
+$3,792.82 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.21%
+$617.93 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.2%
+$3,476.2 
IEI iShares 3-7 Year Treasury Bond ETF
+0.19%
+$16,551.26 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.18%
+$3,247.08 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$38,061.64 
MRK Merck & Co., Inc.
+0.16%
+$1,508.85 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.15%
+$25,033.2 
VZ Verizon Communications Inc.
+0.15%
+$1,074.73 
IBHG iShares iBonds 2027 High Yield Income
+0.14%
+$996.39 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.13%
+$11,891.76 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.13%
+$6,668.46 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.08%
+$1,463.06 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.08%
+$1,390.3 
BAB Invesco Taxable Municipal Bond ETF
+0.08%
+$2,087.6 
NEE NextEra Energy, Inc.
+0.06%
+$508.65 
TBLL Invesco Short Term Treasury ETF
+0.05%
+$758.55 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.04%
+$322.28 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$729.95 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.04%
+$86.13 
MSFT Microsoft Corp.
+0.03%
+$2,381.47 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.02%
+$156.91 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$591.41 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HLN Haleon Plc - ADR
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ESE Esco Technologies Inc.
-6.8%
-$15,996.27 
UGP Ultrapar Participacoes S.A. Sponsored ADR
-3.92%
-$2,890 
SNDK SanDisk Corporation
-3.68%
-$6,723.65 
HWM Howmet Aerospace Inc.
-2.71%
-$7,016.8 
MA Mastercard Incorporated
-2.26%
-$38,298 
V Visa Inc. Class A
-2.15%
-$44,361.02 
CAT Caterpillar Inc.
-1.72%
-$25,921.39 
JCI Johnson Controls International plc
-1.51%
-$7,139.31 
CVX Chevron Corporation
-1.41%
-$12,177.87 
AMD Advanced Micro Devices, Inc.
-1.21%
-$24,206.92 
GE General Electric Company
-1.19%
-$17,848.72 
XOM Exxon Mobil Corporation
-1.16%
-$18,325.87 
GEV GE Vernova Inc.
-1%
-$7,824.3 
LHX L3Harris Technologies, Inc.
-0.99%
-$2,202.19 
GOOGL Alphabet Inc
-0.96%
-$48,990.14 
BCS Barclays PLC Sponsored ADR
-0.89%
-$2,220 
GOOG Alphabet Inc
-0.88%
-$42,688.8 
PG Procter & Gamble Co
-0.8%
-$7,940.29 
MSCI MSCI Inc.
-0.72%
-$1,794.52 
MCD McDonald's Corporation
-0.64%
-$3,535.08 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$12,861.37 
LLY Eli Lilly and Company
-0.52%
-$12,291.75 
TTE TotalEnergies SE
-0.51%
-$1,233.76 
AXP American Express Company
-0.49%
-$2,323.76 
MU Micron Technology, Inc.
-0.44%
-$8,533.11 
TJX The TJX Companies, Inc.
-0.43%
-$1,286.6 
WFC Wells Fargo & Company
-0.39%
-$3,329.96 
WEC WEC Energy Group Inc.
-0.32%
-$609.28 
IBHK iShares iBonds 2031 Term High Yield and Income ETF
-0.22%
-$1,596.56 
WMT Walmart Inc.
-0.2%
-$2,312.86 
COST Costco Wholesale Corporation
-0.14%
-$1,399.17 
ABT Abbott Laboratories
-0.14%
-$920.25 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.13%
-$400.92 
IBHH iShares iBonds 2028 Term High Yield ETF
-0.11%
-$780.5 
RTX RTX Corporation
-0.1%
-$1,184.93 
PNC The PNC Financial Services Group, Inc.
-0.08%
-$250.59 
SCHW Charles Schwab Corporation
-0.06%
-$229.8 
CALI China Auto Logistics Inc.
-0.03%
-$413.57 
LIN Linde plc
-0.03%
-$148.44 Events
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Dividends
Dividend Analysis
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| Trades 10926 | Longs Won 7191/10926 65% | Profit Factor 4.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $114,457.37 |
| Average Win $41,414.91 | Best Trade (May 06) $2.97M | Sharpe Ratio -10.44 |
| Average Loss -$16,877.19 | Worst Trade (Mar 31) -$728,805.72 | Z-Score -5.1 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 5d | Expectancy $21,489.2 |
| 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 | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
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Returns
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FAQ
Which stocks have generated the highest profits for Doug Hutchinson?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $9.73M, Microsoft Corp - $6.82M, iShares MSCI Germany ETF - $6.36M, iShares Russell 1000 Growth ETF - $5.32M, and Broadcom Inc - $4.59M. 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: DocuSign Inc - $1.06M, Allergan PLC - $693,829.87, Vodafone Group Public Limited Company American Depositary Receipt - $617,697.08, PayPal Holdings Inc - $553,637.58, and Wolfspeed, Inc - $533,763.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Doug Hutchinson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $86.27M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $4.47M, SPDR Bloomberg High Yield Bond ETF - $3.43M, iShares Core U.S. Aggregate Bond ETF - $2.99M, SPDR Portfolio Developed World ex-US ETF - $2.44M, and VanEck Fallen Angel High Yield Bond ETF - $2.23M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Doug Hutchinson's monthly returns?
Doug Hutchinson's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Doug Hutchinson's strategy be considered aggressive or moderate?
Doug Hutchinson's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Doug Hutchinson's strategy?
Doug Hutchinson's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
