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:
53.07%
Gain +0.05%
Monthly
0.55%
Yearly
6.8%
Drawdown
21.99%
$322.96M
Equity
Holdings
$322.96M
Investment
$245.67M
$230.9M
Profit +$143,826.21
Realized
$153.61M
Unrealized
$77.29M
Dividends
$87.11M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.05%
Profit
$143,826.21
Win %
65%
This Week
Compared To Last Week
Gain
0.05%
Profit
$143,826.21
Win %
65%
This Month
Compared to last month
Gain
0.83%
Profit
$2.67M
Win %
65%
This Year
Compared to last year
Gain
0.89%
Profit
$2.84M
Win %
68%
LLY Eli Lilly and Company
+3.62%
+$82,096.55 
META Meta Platforms Inc Class A
+2.71%
+$108,407 
HLN Haleon Plc - ADR
+2.36%
+$3,068.7 
XOM Exxon Mobil Corporation
+2%
+$32,782.82 
VZ Verizon Communications Inc.
+1.96%
+$13,971.23 
PFE Pfizer Inc.
+1.9%
+$8,493.12 
TMO Thermo Fisher Scientific Inc.
+1.74%
+$9,866.71 
MRK Merck & Co., Inc.
+1.73%
+$18,393.59 
COP ConocoPhillips
+1.63%
+$5,356.68 
JNJ Johnson & Johnson
+1.57%
+$30,824.22 
DIS The Walt Disney Company
+1.49%
+$6,868.4 
VRTX Vertex Pharmaceuticals Incorporated
+1.47%
+$6,215.58 
T AT&T Inc.
+1.36%
+$6,907.94 
V Visa Inc. Class A
+1.32%
+$26,494.22 
INTC Intel Corporation
+1.18%
+$12,996 
CRM Salesforce Inc
+1.1%
+$5,751.37 
MCD McDonald's Corporation
+1.07%
+$5,084.14 
PM Philip Morris International Inc.
+1.06%
+$11,105.1 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.01%
+$3,614.37 
CVX Chevron Corporation
+0.92%
+$8,620.29 
KO The Coca-Cola Company
+0.92%
+$8,780.44 
MA Mastercard Incorporated
+0.92%
+$15,171.9 
LHX L3Harris Technologies, Inc.
+0.81%
+$1,486.1 
UNH UnitedHealth Group Incorporated
+0.59%
+$5,668.62 
BAC Bank of America Corporation
+0.57%
+$6,638.4 
WEC WEC Energy Group Inc.
+0.54%
+$985.6 
HWM Howmet Aerospace Inc.
+0.52%
+$1,056.1 
ABBV AbbVie Inc.
+0.51%
+$7,510.77 
TTE TotalEnergies SE
+0.45%
+$1,149.64 
BTI British American Tobacco p.l.c. ADR
+0.43%
+$806.88 
GOOGL Alphabet Inc
+0.39%
+$18,886 
PG Procter & Gamble Co
+0.39%
+$3,835.53 
AMD Advanced Micro Devices, Inc.
+0.38%
+$9,570.3 
ISRG Intuitive Surgical, Inc.
+0.37%
+$1,470.64 
GILD Gilead Sciences Inc.
+0.36%
+$2,196.15 
IBHK iShares iBonds 2031 Term High Yield and Income ETF
+0.36%
+$2,565.9 
NFLX Netflix, Inc.
+0.35%
+$3,138.75 
GOOG Alphabet Inc
+0.21%
+$9,486.4 
PEP PepsiCo, Inc.
+0.17%
+$956.56 
PLTR Palantir Technologies Inc.
+0.15%
+$1,501.33 
BCS Barclays PLC Sponsored ADR
+0.14%
+$310.8 
BAB Invesco Taxable Municipal Bond ETF
+0.12%
+$3,131.4 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.11%
+$1,896.45 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.11%
+$2,332.6 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$2,242.73 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.08%
+$1,390.3 
IEI iShares 3-7 Year Treasury Bond ETF
+0.07%
+$6,018.64 
LIN Linde plc
+0.07%
+$371.15 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.07%
+$483.42 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.07%
+$1,112.38 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$1,097.3 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$1,774.23 
RTX RTX Corporation
+0.05%
+$538.6 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.05%
+$811.77 
AMGN Amgen Inc.
+0.03%
+$230.75 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.03%
+$421.98 
MSCI MSCI Inc.
+0.02%
+$48.62 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$357.68 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$1,486.47 
TBLL Invesco Short Term Treasury ETF
+0.01%
+$75.86 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ORCL Oracle Corporation
-5.52%
-$37,897.2 
IBM International Business Machines Corporation
-2.32%
-$13,898.26 
AMAT Applied Materials, Inc.
-2.04%
-$17,956.4 
AVGO Broadcom Inc.
-1.91%
-$89,986.84 
LRCX Lam Research Corporation
-1.6%
-$13,419.46 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-1.59%
-$3,531.33 
GS The Goldman Sachs Group, Inc.
-1.5%
-$11,552.47 
HONA Honeywell Aerospace Inc.
-1.49%
-$3,010.52 
HD The Home Depot, Inc.
-1.48%
-$12,179.2 
BA Boeing Company
-1.46%
-$6,193.3 
CAT Caterpillar Inc.
-1.44%
-$20,445.79 
MU Micron Technology, Inc.
-1.37%
-$32,141.72 
MSFT Microsoft Corp.
-1.37%
-$125,301.96 
SNDK SanDisk Corporation
-1.35%
-$3,568.01 
NVDA NVIDIA Corporation
-1.34%
-$184,150.54 
WMT Walmart Inc.
-1.32%
-$15,348.98 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-1.29%
-$3,942.38 
MS Morgan Stanley
-1.29%
-$9,922.56 
PANW Palo Alto Networks, Inc.
-1.22%
-$4,091.35 
TXN Texas Instruments Inc
-1.21%
-$7,790.72 
NOW ServiceNow, Inc.
-1.12%
-$4,716.3 
AMZN Amazon.com Inc
-1.03%
-$75,369.54 
SCHW Charles Schwab Corporation
-1%
-$3,810.85 
TEL TE Connectivity plc
-0.97%
-$2,831.43 
CRWD CrowdStrike Holdings, Inc.
-0.97%
-$22,351.91 
XLK State Street Technology Select Sector SPDR ETF
-0.92%
-$2,734.2 
GEV GE Vernova Inc.
-0.82%
-$6,130.88 
CSCO Cisco Systems, Inc.
-0.62%
-$8,475.06 
TSLA Tesla, Inc.
-0.61%
-$18,154.29 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.6%
-$1,659.96 
USXF iShares ESG Aware MSCI USA ETF
-0.56%
-$1,283.64 
IWO iShares Russell 2000 Growth ETF
-0.55%
-$1,020.88 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.53%
-$67,534.54 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.49%
-$103,918 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.49%
-$1,004.95 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.48%
-$1,183.71 
PNC The PNC Financial Services Group, Inc.
-0.48%
-$1,340.71 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.47%
-$41,954.64 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.47%
-$10,905 
UGP Ultrapar Participacoes S.A. Sponsored ADR
-0.46%
-$404.6 
IJH iShares Core S&P Mid-Cap ETF
-0.44%
-$15,552.32 
JCI Johnson Controls International plc
-0.43%
-$1,906.84 
ABT Abbott Laboratories
-0.42%
-$2,668.72 
WFC Wells Fargo & Company
-0.41%
-$3,280.99 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.4%
-$1,312.24 
TJX The TJX Companies, Inc.
-0.4%
-$955.76 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.38%
-$1,380.39 
DSI iShares MSCI KLD 400 Social ETF
-0.38%
-$972.36 
SPEM SPDR Portfolio Emerging Markets ETF
-0.36%
-$47,269.53 
ESE Esco Technologies Inc.
-0.36%
-$688.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.36%
-$39,299.3 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.35%
-$22,294.56 
C Citigroup Inc.
-0.34%
-$2,340.4 
VOT Vanguard Mid-Cap Growth ETF
-0.34%
-$1,369.55 
FLMI Franklin Dynamic Municipal Bond ETF
-0.34%
-$845.92 
VUG Vanguard Growth ETF
-0.3%
-$1,925.64 
AXP American Express Company
-0.28%
-$1,182.49 
VTEB Vanguard Tax-Exempt Bond ETF
-0.28%
-$5,491.26 
NEE NextEra Energy, Inc.
-0.26%
-$2,034.57 
CMF iShares California Muni Bond ETF
-0.26%
-$1,977.5 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.24%
-$4,416 
VBK Vanguard Small-Cap Growth ETF
-0.2%
-$649.6 
ESGU iShares ESG Aware MSCI USA ETF
-0.2%
-$688.16 
OEF iShares S&P 100 ETF
-0.2%
-$2,812.47 
IWS iShares Russell Mid-Cap Value ETF
-0.19%
-$377.89 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.18%
-$750 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.18%
-$501.03 
IBHG iShares iBonds 2027 High Yield Income
-0.16%
-$1,162.45 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
-0.15%
-$1,098.4 
COST Costco Wholesale Corporation
-0.14%
-$1,378.12 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.14%
-$405.51 
IWP iShares Russell Mid-Cap Growth ETF
-0.1%
-$208.05 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.1%
-$5,001.35 
IBHJ iShares iBonds 2030 High Yield & Income ETF
-0.1%
-$686.07 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.09%
-$7,344.08 
IWD iShares Russell 1000 Value ETF
-0.07%
-$399.24 
AAPL Apple Inc.
-0.05%
-$6,444.14 
GE General Electric Company
-0.05%
-$678.77 
CALI China Auto Logistics Inc.
-0.04%
-$590.82 
JPM JPMorgan Chase & Co.
-0.04%
-$989.28 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.03%
-$2,242.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$5,597.3 
VTV Vanguard Value ETF
-0.02%
-$93.4 
IBHH iShares iBonds 2028 Term High Yield ETF
-0.02%
-$156.1 
SHOP Shopify Inc.
-0.02%
-$94.71 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.01%
-$2,503.32 
VOE Vanguard Mid-Cap Value ETF
-0.01%
-$41.84 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 10926 | Longs Won 7108/10926 65% | Profit Factor 4.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $113,676.02 |
| Average Win $41,671.62 | Best Trade (May 06) $2.97M | Sharpe Ratio -13.43 |
| Average Loss -$17,102.4 | Worst Trade (Mar 31) -$728,805.72 | Z-Score -7.87 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 1w 2d | Expectancy $21,133.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 36,387 | $7.29M | $12.26M | - | $4.96M | 68.09% | -0.053% |
| ABBV AbbVie Inc. | 5,605 | $589,114 | $1.49M | - | $904,170.1 | 153.48% | +0.506% |
| ABT Abbott Laboratories | 6,135 | $690,396.51 | $632,242.42 | - | -$58,154.09 | -8.42% | -0.42% |
| AGG iShares Core U.S. Aggregate Bond ETF | 223,892 | $21.97M | $21.36M | - | -$611,499.38 | -2.78% | -0.026% |
| AMAT Applied Materials, Inc. | 1,855 | $1.34M | $862,018.5 | - | -$479,146.5 | -35.73% | -2.041% |
| AMD Advanced Micro Devices, Inc. | 4,089 | $627,265.77 | $2.52M | - | $1.9M | 302.18% | +0.381% |
| AMGN Amgen Inc. | 1,775 | $427,695.61 | $721,040.5 | - | $293,344.89 | 68.59% | +0.032% |
| AMZN Amazon.com Inc | 29,213 | $3.72M | $7.21M | - | $3.49M | 93.73% | -1.035% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 277,135 | $8.15M | $7.84M | - | -$306,687.19 | -3.77% | -0.094% |
| AVGO Broadcom Inc. | 13,292 | $499,734.9 | $4.63M | - | $4.13M | 826.2% | -1.907% |
| AXP American Express Company | 1,375 | $372,129.33 | $414,012.5 | - | $41,883.17 | 11.26% | -0.285% |
| BA Boeing Company | 2,121 | $455,188.23 | $417,858.21 | - | -$37,330.02 | -8.2% | -1.461% |
| BAB Invesco Taxable Municipal Bond ETF | 104,380 | $2.94M | $2.68M | - | -$265,823.24 | -9.03% | +0.117% |
| BAC Bank of America Corporation | 20,745 | $732,165.01 | $1.17M | - | $436,193.39 | 59.58% | +0.571% |
| BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 12,682 | $134,189.63 | $359,851.75 | - | $225,662.12 | 168.17% | +1.015% |
| BCS Barclays PLC Sponsored ADR | 8,880 | $220,715.01 | $216,006 | - | -$4,709.01 | -2.13% | +0.144% |
| BRK-B Berkshire Hathaway Inc. | 4,577 | $1.73M | $2.32M | - | $594,530.73 | 34.39% | +0.097% |
| BTI British American Tobacco p.l.c. ADR | 3,362 | $196,576.14 | $188,574.58 | - | -$8,001.56 | -4.07% | +0.43% |
| C Citigroup Inc. | 5,201 | $529,116.32 | $683,827.48 | - | $154,711.16 | 29.24% | -0.341% |
| CALI China Auto Logistics Inc. | 29,541 | $1.49M | $1.48M | - | -$17,576.9 | -1.18% | -0.04% |
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 Hutchinson?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $9.74M, Microsoft Corp - $6.84M, iShares MSCI Germany ETF - $6.36M, iShares Russell 1000 Growth ETF - $5.32M, and Broadcom Inc - $4.6M. 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 $87.11M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $4.6M, SPDR Bloomberg High Yield Bond ETF - $3.43M, iShares Core U.S. Aggregate Bond ETF - $3.06M, SPDR Portfolio Developed World ex-US ETF - $2.44M, and VanEck Fallen Angel High Yield Bond ETF - $2.28M. 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.
2026 © Marketlog. All Rights Reserved.
