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:
35.56%
Gain +0.97%
Monthly
1.51%
Yearly
19.65%
Drawdown
14.95%
$173.94M
Equity
Holdings
$173.94M
Investment
$137.34M
$40.21M
Profit +$1.36M
Realized
$3.62M
Unrealized
$36.59M
Dividends
$3.78M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.97%
Profit
$1.36M
Win %
86%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$1.8M
Win %
86%
This Month
Compared to last month
Gain
0.26%
Profit
$450,332.85
Win %
86%
This Year
Compared to last year
Gain
1.92%
Profit
$3.28M
Win %
87%
GEV GE Vernova Inc.
+3.74%
+$12,683.53 
ETN Eaton Corporation plc
+3.54%
+$8,436.01 
VRT Vertiv Holdings Co
+3.49%
+$8,001.25 
AMD Advanced Micro Devices, Inc.
+3.31%
+$13,936.12 
AAPL Apple Inc.
+2.3%
+$13,859.34 
GOOGL Alphabet Inc
+2.26%
+$14,160.14 
GLW Corning Incorporated
+2.15%
+$4,633.2 
IYW iShares U.S. Technology ETF
+1.59%
+$26,269.49 
VGT Vanguard Information Technology ETF
+1.58%
+$12,232.08 
IGM iShares Expanded Tech Sector ETF
+1.54%
+$12,053.85 
AMZN Amazon.com Inc
+1.52%
+$4,698.6 
AVEM Avantis Emerging Markets Equity ETF
+1.27%
+$8,939.8 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+1.24%
+$3,586.7 
AVXC Avantis Emerging Markets Ex China ETF
+1.2%
+$57,134.48 
IVLU iShares MSCI International Value Factor ETF
+1.19%
+$3,394.12 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.16%
+$10,175.59 
JNJ Johnson & Johnson
+1.16%
+$3,098.48 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.15%
+$2,405.67 
VIS Vanguard Industrials ETF
+1.15%
+$3,475.36 
IEV iShares Europe ETF
+1.14%
+$18,879.18 
OEF iShares S&P 100 ETF
+1.08%
+$57,173.04 
EFV iShares MSCI EAFE Value ETF
+1.07%
+$22,968.87 
VOO Vanguard S&P 500 ETF
+1.07%
+$6,363.21 
IWB iShares Russell 1000 ETF
+1%
+$4,809.01 
IVV iShares Core S&P 500 ETF
+0.99%
+$2,629.72 
DFUS Dimensional U.S. Equity Market ETF
+0.96%
+$76,614.15 
ESGU iShares ESG Aware MSCI USA ETF
+0.96%
+$29,049.74 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.94%
+$15,393.67 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.94%
+$4,586.23 
AVNV Avantis All International Markets Value ETF
+0.94%
+$74,070.87 
TPIF Timothy Plan International ETF
+0.93%
+$7,503.28 
AVLC Avantis U.S. Large Cap Equity ETF
+0.9%
+$367,670.45 
SUSL iShares ESG MSCI USA Leaders ETF
+0.9%
+$3,090.65 
AVDE Avantis International Equity ETF
+0.89%
+$7,602.32 
AVUS Avantis U.S. Equity ETF
+0.86%
+$61,818.12 
DFIC Dimensional International Core Equity Market ETF
+0.84%
+$124,649.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.77%
+$25,392.25 
AVGE FRCL 3 2022Q3 Hb Float
+0.75%
+$20,715.75 
AVGV Avantis All Equity Markets Value ETF
+0.73%
+$5,362.57 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.72%
+$96,760.32 
USMV iShares MSCI USA Min Vol Factor ETF
+0.57%
+$1,242.08 
MSFT Microsoft Corp.
+0.54%
+$11,234.56 
AVLV Avantis U.S. Large Cap Value ETF
+0.54%
+$59,186.5 
IFRA iShares U.S. Infrastructure
+0.54%
+$1,399.23 
DFGR Dimensional Global Real Estate ETF
+0.37%
+$6,138.93 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.34%
+$709.35 
AVSC Avantis U.S. Small Cap Equity ETF
+0.32%
+$17,336.25 
BLES Inspire Global Hope ETF
+0.31%
+$3,014.1 
AEP American Electric Power Company, Inc.
+0.23%
+$496.19 
JBBB Janus Henderson B-BBB CLO ETF
+0.17%
+$3,801.24 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.13%
+$624.55 
IUSB iShares Core Universal USD Bond ETF
+0.11%
+$500.5 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,823.82 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$762.25 
SO The Southern Company
+0.01%
+$29.87 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$36.76 
JPST JPMorgan Ultra-Short Income ETF
0%
+$1.18 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 329 | Longs Won 279/329 84% | Profit Factor 64.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $586,357.75 |
| Average Win $146,391.54 | Best Trade (Aug 13) $8.77M | Sharpe Ratio -11.43 |
| Average Loss -$12,694.83 | Worst Trade (Aug 02) -$154,678 | Z-Score 17.98 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $122,214.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,843 | $463,518.1 | $615,727.87 | - | $152,209.77 | 32.84% | +2.303% |
| AEP American Electric Power Company, Inc. | 1,711 | $197,295.5 | $211,753.36 | - | $14,457.86 | 7.33% | +0.235% |
 AJG Arthur J. Gallagher & Co. | 1,295 | $367,586 | $312,431.7 | - | -$55,154.3 | -15% | -0.843% |
| AMD Advanced Micro Devices, Inc. | 836 | $485,641 | $434,945.72 | - | -$50,695.28 | -10.44% | +3.31% |
| AMZN Amazon.com Inc | 1,230 | $270,517.08 | $314,523.3 | - | $44,006.22 | 16.27% | +1.517% |
| AVDE Avantis International Equity ETF | 9,328 | $603,643.24 | $866,990.96 | - | $263,347.72 | 43.63% | +0.885% |
| AVEM Avantis Emerging Markets Equity ETF | 7,481 | $483,232.73 | $713,201.13 | - | $229,968.4 | 47.59% | +1.269% |
| AVGE FRCL 3 2022Q3 Hb Float | 27,621 | $2.06M | $2.78M | - | $714,626.22 | 34.63% | +0.751% |
| AVGV Avantis All Equity Markets Value ETF | 8,445 | $515,811.85 | $738,177.45 | - | $222,365.6 | 43.11% | +0.732% |
| AVLC Avantis U.S. Large Cap Equity ETF | 450,687 | $32.29M | $41.06M | - | $8.77M | 27.18% | +0.904% |
| AVLV Avantis U.S. Large Cap Value ETF | 117,201 | $8.18M | $10.95M | - | $2.77M | 33.89% | +0.544% |
| AVNV Avantis All International Markets Value ETF | 91,502 | $6.21M | $7.95M | - | $1.74M | 28.06% | +0.941% |
| AVSC Avantis U.S. Small Cap Equity ETF | 75,375 | $4M | $5.38M | - | $1.37M | 34.25% | +0.323% |
 AVTM Avantis Total Equity Markets ETF | 128,110 | $6.97M | $6.99M | - | $19,216.39 | 0.28% | -0.791% |
| AVUS Avantis U.S. Equity ETF | 55,692 | $5.4M | $7.23M | - | $1.83M | 33.8% | +0.863% |
| AVXC Avantis Emerging Markets Ex China ETF | 57,665 | $2.98M | $4.83M | - | $1.85M | 62.19% | +1.197% |
| BLES Inspire Global Hope ETF | 20,094 | $768,961.19 | $984,806.94 | - | $215,845.75 | 28.07% | +0.307% |
 BRK-B Berkshire Hathaway Inc. | 403 | $201,657 | $204,242.41 | - | $2,585.41 | 1.28% | -0.038% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 21,883 | $573,110.03 | $887,246.23 | - | $314,136.2 | 54.81% | +1.16% |
| DFGR Dimensional Global Real Estate ETF | 58,466 | $1.52M | $1.66M | - | $145,310.43 | 9.58% | +0.371% |
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 Teresa Douberly?
The largest contributions to the portfolio's profits come from the following stocks: Avantis U.S. Equity ETF - $1.21M, Avantis All Equity Markets Value ETF - $887,698.72, iShares MSCI EAFE Value ETF - $571,081.4, State Street SPDR Portfolio S&P 500 ETF - $552,479.21, and Dimensional International Core Equity Market ETF - $489,771.29. 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, Walmart Inc - $17,508.27, iShares U.S. Equity Factor Rotation Active ETF - $15,914.11, and Dimensional U.S. Core Equity 2 ETF - $10,211.21. 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 $3.78M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $470,097.44, Janus Henderson AAA CLO ETF - $444,418.55, Avantis U.S. Large Cap Equity ETF - $403,882.12, Avantis U.S. Equity ETF - $251,209.43, and iShares MSCI EAFE Value ETF - $183,259.2. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
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.
