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:
30.99%
Gain -0.29%
Monthly
1.46%
Yearly
19.01%
Drawdown
14.92%
$168.93M
Equity
Holdings
$168.93M
Investment
$137.34M
$35.29M
Profit -$414,253.78
Realized
$3.7M
Unrealized
$31.59M
Dividends
$3.48M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$414,253.78
Win %
76%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$416,933.98
Win %
76%
This Month
Compared to last month
Gain
-1.01%
Profit
-$1.73M
Win %
76%
This Year
Compared to last year
Gain
-1.01%
Profit
-$1.72M
Win %
81%
MSFT Microsoft Corp.
+2.15%
+$35,506.24 
GEV GE Vernova Inc.
+2.07%
+$8,042.81 
AMD Advanced Micro Devices, Inc.
+1.57%
+$6,529.15 
GOOGL Alphabet Inc
+1.5%
+$9,829.26 
AMZN Amazon.com Inc
+1.12%
+$3,394.8 
VRT Vertiv Holdings Co
+0.77%
+$2,048.87 
IGM iShares Expanded Tech Sector ETF
+0.42%
+$3,129.6 
ETN Eaton Corporation plc
+0.39%
+$909.48 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.29%
+$590.09 
IYW iShares U.S. Technology ETF
+0.29%
+$4,565.66 
VGT Vanguard Information Technology ETF
+0.12%
+$841.37 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$201.5 
AVEM Avantis Emerging Markets Equity ETF
+0.03%
+$187.03 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,215.88 
AVTM Avantis Total Equity Markets ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
AAPL Apple Inc.
-2.14%
-$13,177.45 
JNJ Johnson & Johnson
-1.66%
-$4,215.15 
IEV iShares Europe ETF
-1.1%
-$18,196.8 
GLW Corning Incorporated
-0.89%
-$1,808.4 
VIS Vanguard Industrials ETF
-0.85%
-$2,709.75 
IFRA iShares U.S. Infrastructure
-0.84%
-$2,287.63 
SO The Southern Company
-0.84%
-$2,389.6 
AEP American Electric Power Company, Inc.
-0.82%
-$1,864.99 
AVSC Avantis U.S. Small Cap Equity ETF
-0.74%
-$40,702.5 
AVDE Avantis International Equity ETF
-0.73%
-$6,063.2 
IVLU iShares MSCI International Value Factor ETF
-0.71%
-$1,939.5 
EFV iShares MSCI EAFE Value ETF
-0.69%
-$14,388.55 
BLES Inspire Global Hope ETF
-0.64%
-$6,209.05 
DFIC Dimensional International Core Equity Market ETF
-0.63%
-$90,130.96 
TPIF Timothy Plan International ETF
-0.63%
-$4,966.96 
DFGR Dimensional Global Real Estate ETF
-0.57%
-$9,939.22 
AVXC Avantis Emerging Markets Ex China ETF
-0.54%
-$24,219.3 
QUAL iShares MSCI USA Quality Factor ETF
-0.42%
-$13,823 
AVLV Avantis U.S. Large Cap Value ETF
-0.38%
-$40,434.35 
AVGE FRCL 3 2022Q3 Hb Float
-0.36%
-$9,667.35 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$1,253.28 
AVUS Avantis U.S. Equity ETF
-0.26%
-$18,099.9 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$1,101.1 
ESGU iShares ESG Aware MSCI USA ETF
-0.23%
-$6,738.81 
AVLC Avantis U.S. Large Cap Equity ETF
-0.22%
-$87,883.96 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$3,406.3 
DFUS Dimensional U.S. Equity Market ETF
-0.21%
-$16,382.9 
IWB iShares Russell 1000 ETF
-0.2%
-$965.28 
AVNV Avantis All International Markets Value ETF
-0.2%
-$15,189.33 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.19%
-$901.34 
IVV iShares Core S&P 500 ETF
-0.18%
-$474.63 
VOO Vanguard S&P 500 ETF
-0.17%
-$1,002.67 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.15%
-$331.03 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.15%
-$19,502.08 
SUSL iShares ESG MSCI USA Leaders ETF
-0.14%
-$473.05 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.13%
-$1,094.15 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-0.13%
-$342.55 
AVGV Avantis All Equity Markets Value ETF
-0.12%
-$886.69 
OEF iShares S&P 100 ETF
-0.09%
-$4,484.3 
USMV iShares MSCI USA Min Vol Factor ETF
-0.08%
-$177.44 
AJG Arthur J. Gallagher & Co.
-0.05%
-$155.4 
JBBB Janus Henderson B-BBB CLO ETF
-0.04%
-$951.5 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$254.09 Events
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Dividends
Dividend Analysis
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| Trades 329 | Longs Won 264/329 80% | Profit Factor 52.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $516,920.37 |
| Average Win $136,245.63 | Best Trade (Jul 19) $7.35M | Sharpe Ratio -11.32 |
| Average Loss -$10,509.13 | Worst Trade (Jul 20) -$134,891.2 | Z-Score 8.41 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $107,251.53 |
| 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 | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $1.19M, 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, iShares U.S. Equity Factor Rotation Active ETF - $15,914.11, Apple Inc - $10,323.38, Dimensional U.S. Core Equity 2 ETF - $10,211.21, and iShares Russell Mid-Cap ETF - $6,793.45. 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 $3.48M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $470,097.44, Janus Henderson AAA CLO ETF - $395,406.62, Avantis U.S. Large Cap Equity ETF - $317,936.11, Avantis U.S. Equity ETF - $234,819.27, 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 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.
