TD
Teresa Douberly Portfolio
Invests via Ridgeline Wealth LLC | Managed by Teresa Douberly
Invests via Ridgeline Wealth LLC
Managed by Teresa Douberly
Automatically Tracked
Teresa Douberly Profile
With a distinguished career as an operating executive, Teresa Douberly excels in spearheading strategic initiatives within high-growth sectors. Her extensive experience encompasses managing corporate transformations and driving operational efficiencies across diverse business landscapes. Previously serving in leadership roles at innovative companies, she has cultivated a reputation for effective team collaboration and market expansion strategies. A graduate of a top-tier institution, her educational background complements her professional acumen, enabling informed decision-making within dynamic environments. As a recognized thought leader in corporate development, she plays an essential role in navigating complex industry challenges.
With a distinguished career as an operating executive, Teresa Douberly excels in spearheading strategic initiatives within high-growth sectors. Her extensive experience encompasses managing corporate transformations and driving operational efficiencies across diverse business landscapes. Previously serving in leadership roles at innovative companies, she has cultivated a reputation for effective team collaboration and market expansion strategies. A graduate of a top-tier institution, her educational background complements her professional acumen, enabling informed decision-making within dynamic environments. As a recognized thought leader in corporate development, she plays an essential role in navigating complex industry challenges.
Investment Philosophy & Strategy
Growth potential in emerging markets often drives strategic investments and operational enhancements. Teresa Douberly is adept at identifying transformational opportunities that enhance competitive positioning within evolving industries. Her entrepreneurial spirit is reflected in her focus on maximizing synergies across business units, allowing for scalable solutions that adapt to market demands. By leveraging insights gained from leadership roles, she prioritizes effective execution and collaboration with teams to navigate the complexities of corporate evolution. This emphasis on agility enables her to capitalize on high-value investment prospects while fostering sustainable development.
Growth potential in emerging markets often drives strategic investments and operational enhancements. Teresa Douberly is adept at identifying transformational opportunities that enhance competitive positioning within evolving industries. Her entrepreneurial spirit is reflected in her focus on maximizing synergies across business units, allowing for scalable solutions that adapt to market demands. By leveraging insights gained from leadership roles, she prioritizes effective execution and collaboration with teams to navigate the complexities of corporate evolution. This emphasis on agility enables her to capitalize on high-value investment prospects while fostering sustainable development.
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:
32.89%
Gain -0.3%
Monthly
1.31%
Yearly
17%
Drawdown
14.95%
$173.37M
Equity
Holdings
$173.37M
Investment
$139.69M
$37.4M
Profit -$424,587.11
Realized
$3.72M
Unrealized
$33.68M
Dividends
$4.07M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$424,587.11
Win %
76%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$624,611.81
Win %
76%
This Month
Compared to last month
Gain
-0.36%
Profit
-$632,922.78
Win %
76%
This Year
Compared to last year
Gain
-1.64%
Profit
-$2.89M
Win %
79%
AMD Advanced Micro Devices Inc.
+2.31%
+$9,831.36 
GLW Corning Incorporated
+0.97%
+$1,644 
VGT Vanguard Information Technology ETF
+0.72%
+$6,031.18 
IGM iShares Expanded Tech Sector ETF
+0.66%
+$5,084.56 
MSFT Microsoft Corporation Common Stock
+0.64%
+$13,868.83 
IYW iShares U.S. Technology ETF
+0.56%
+$9,263.73 
EMGF iShares Emerging Markets Equity Factor ETF
+0.27%
+$725.4 
BLES Inspire Global Hope ETF
+0.2%
+$1,954.82 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
+0.16%
+$331.03 
AVEM Avantis Emerging Markets Equity ETF
+0.15%
+$1,016.96 
VRT Vertiv Holdings Co Class A Common Stock
+0.15%
+$281.73 
DFGR Dimensional Global Real Estate ETF
+0.11%
+$1,833.66 
JBBB Janus Henderson B-BBB CLO ETF
+0.1%
+$2,035.31 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.08%
+$654.9 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$128.66 
ICSH iShares Ultra Short Duration Bond Active ETF
+0.03%
+$121.98 
AVRE Avantis Real Estate ETF
+0.02%
+$48.09 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,160.27 
PULS PGIM Ultra Short Bond ETF
0%
$0 
MA Mastercard Inc. Class A Common Stock
-1.8%
-$3,804.05 
JNJ Johnson & Johnson
-1.78%
-$4,967.04 
AJG Arthur J. Gallagher & Co.
-0.99%
-$3,470.6 
AEP American Electric Power Company, Inc.
-0.92%
-$2,057.99 
SO The Southern Company
-0.89%
-$2,533.99 
IEV iShares Europe ETF
-0.66%
-$10,689.21 
IFRA iShares U.S. Infrastructure ETF
-0.64%
-$1,592.13 
QUAL iShares MSCI USA Quality Factor ETF
-0.57%
-$19,100.16 
AVDE Avantis International Equity Fund Institutional Class
-0.54%
-$4,384.89 
IVLU iShares MSCI Intl Value Factor ETF
-0.53%
-$1,454.62 
SUSL iShares ESG MSCI USA Leaders ETF
-0.52%
-$1,828.26 
DFIC Dimensional International Core Equity 2 ETF
-0.51%
-$74,225.78 
AVLV Avantis U.S. Large Cap Value ETF
-0.5%
-$57,345.64 
BRK-B Berkshire Hathaway Inc.
-0.49%
-$1,088.1 
AVNV Avantis All International Markets Value ETF
-0.47%
-$36,618.47 
AVSC Avantis U.S. Small Cap Equity ETF
-0.45%
-$24,831.36 
AVGV Avantis All Equity Markets Value ETF
-0.43%
-$3,017.35 
AAPL Apple Inc.
-0.43%
-$2,414.02 
TPIF Timothy Plan International ETF
-0.41%
-$3,261 
GOOGL Alphabet Inc
-0.4%
-$2,466.73 
AVGE Avantis All Equity Markets ETF
-0.4%
-$10,953.93 
OEF iShares S&P 100 ETF
-0.39%
-$20,468.4 
AMZN Amazon.com Inc
-0.37%
-$1,137.75 
EFV iShares MSCI EAFE Value ETF
-0.35%
-$7,211.55 
AVUS Avantis U.S. Equity ETF
-0.3%
-$21,039.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.29%
-$39,605.57 
VOO Vanguard S&P 500 ETF
-0.26%
-$1,819.05 
IVV iShares Core S&P 500 ETF
-0.26%
-$684.03 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.25%
-$1,209.34 
DFUS Dimensional U.S. Equity Market ETF
-0.23%
-$19,191.12 
VTI Vanguard Total Stock Market ETF
-0.23%
-$3,910.68 
IWB iShares Russell 1000 ETF
-0.23%
-$1,128.11 
ESGU iShares ESG Aware MSCI USA ETF
-0.22%
-$6,761.25 
AVLC Avantis U.S. Large Cap Equity ETF
-0.18%
-$74,027.04 
IUSB iShares Core Universal USD Bond ETF
-0.13%
-$573.08 
IVW iShares S&P 500 Growth ETF
-0.12%
-$257.21 
AVXC Avantis Emerging Markets ex-China Equity ETF
-0.11%
-$5,124.68 
GEV GE Vernova Inc.
-0.11%
-$331.23 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.09%
-$410.1 
AVTM Avantis Total Equity Markets ETF
-0.05%
-$3,379.16 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$109.87 
ETN Eaton Corporation plc
-0.02%
-$46.64 Events
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Dividends
Dividend Analysis
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| Trades 374 | Longs Won 299/374 79% | Profit Factor 47.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $524,563.91 |
| Average Win $127,741.45 | Best Trade (Oct 15) $8.64M | Sharpe Ratio -11.07 |
| Average Loss -$10,646.78 | Worst Trade (Oct 23) -$171,917.2 | Z-Score 9.64 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $99,989.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,604 | $403,667.7 | $556,130.86 | - | $152,463.16 | 37.77% | -0.432% |
| AEP American Electric Power Company, Inc. | 1,711 | $197,295.5 | $221,467.05 | - | $24,171.55 | 12.25% | -0.921% |
| AJG Arthur J. Gallagher & Co. | 1,295 | $367,586 | $347,448.5 | - | -$20,137.5 | -5.48% | -0.989% |
| AMD Advanced Micro Devices Inc. | 836 | $485,641 | $434,460.84 | - | -$51,180.16 | -10.54% | +2.315% |
| AMZN Amazon.com Inc | 1,230 | $270,517.08 | $306,829.65 | - | $36,312.57 | 13.42% | -0.369% |
| AVDE Avantis International Equity Fund Institutional Class | 9,041 | $586,029.97 | $802,433.95 | - | $216,403.98 | 36.93% | -0.543% |
| AVEM Avantis Emerging Markets Equity ETF | 7,533 | $488,059.23 | $658,195.87 | - | $170,136.64 | 34.86% | +0.155% |
| AVGE Avantis All Equity Markets ETF | 28,087 | $2.11M | $2.76M | - | $649,027.2 | 30.76% | -0.395% |
| AVGV Avantis All Equity Markets Value ETF | 8,155 | $498,188.05 | $694,479.8 | - | $196,291.75 | 39.4% | -0.433% |
| AVLC Avantis U.S. Large Cap Equity ETF | 462,669 | $33.39M | $41.81M | - | $8.42M | 25.21% | -0.177% |
| AVLV Avantis U.S. Large Cap Value ETF | 122,012 | $8.62M | $11.36M | - | $2.74M | 31.72% | -0.502% |
| AVNV Avantis All International Markets Value ETF | 93,486 | $6.37M | $7.68M | - | $1.3M | 20.43% | -0.475% |
| AVRE Avantis Real Estate ETF | 4,809 | $215,414 | $218,280.51 | - | $2,866.51 | 1.33% | +0.022% |
| AVSC Avantis U.S. Small Cap Equity ETF | 77,598 | $4.16M | $5.48M | - | $1.32M | 31.71% | -0.451% |
| AVTM Avantis Total Equity Markets ETF | 126,088 | $6.86M | $6.84M | - | -$27,045.98 | -0.39% | -0.049% |
| AVUS Avantis U.S. Equity ETF | 54,647 | $5.3M | $7.02M | - | $1.72M | 32.43% | -0.299% |
| AVXC Avantis Emerging Markets ex-China Equity ETF | 60,791 | $3.23M | $4.67M | - | $1.43M | 44.36% | -0.11% |
| BLES Inspire Global Hope ETF | 20,577 | $792,092.05 | $984,300.79 | - | $192,208.74 | 24.27% | +0.199% |
| BRK-B Berkshire Hathaway Inc. | 403 | $201,657 | $219,340.81 | - | $17,683.81 | 8.77% | -0.494% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 21,830 | $571,721.98 | $811,202.8 | - | $239,480.82 | 41.89% | +0.081% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Teresa Douberly?
The largest contributions to the portfolio's profits come from the following stocks: Avantis U.S. Equity ETF - $1.24M, Avantis All Equity Markets Value ETF - $897,653.48, State Street SPDR Portfolio S&P 500 ETF - $601,027.71, iShares MSCI EAFE Value ETF - $575,750.55, and Dimensional International Core Equity 2 ETF - $560,725.45. 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: Prospect Capital Corporation - $68,392.73, Eaton Corporation plc - $67,228.64, Vanguard Industrials ETF - $36,348.07, Walmart Inc - $17,508.27, and iShares U.S. Equity Factor Rotation Active ETF - $15,914.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Teresa Douberly's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.07M earned over time. The largest contributors to dividend income include Dimensional International Core Equity 2 ETF - $541,051.6, Janus Henderson AAA CLO ETF - $468,979.33, Avantis U.S. Large Cap Equity ETF - $403,882.12, Avantis U.S. Equity ETF - $251,209.43, and Avantis All International Markets Value ETF - $223,935.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Teresa Douberly's monthly returns?
Teresa Douberly'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 Teresa Douberly's strategy be considered aggressive or moderate?
Teresa Douberly'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 Teresa Douberly's strategy?
Teresa Douberly'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.
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