Teresa Douberly Portfolio

Invests via Ridgeline Wealth LLC | Managed by Teresa Douberly

Invests via Ridgeline Wealth LLC

Managed by Teresa Douberly

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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.

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.

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:

27.15%

Gain +0.48%

Monthly

1.39%

Yearly

18.06%

Drawdown

15.42%

$156.49M

Equity

Holdings

$156.49M

Investment

$123.41M

$36.56M

Profit +$828,140.35

Realized

$3.47M

Unrealized

$33.09M

Dividends

$2.76M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.48%

Profit

$828,140.35

Win %

88%

This Week

Compared To Last Week

Gain

-0.76%

Profit

-$1.19M

Win %

88%

This Month

Compared to last month

Gain

-0.38%

Profit

-$596,195.92

Win %

88%

This Year

Compared to last year

Gain

7.87%

Profit

$11.45M

Win %

89%

Gainers
Losers

GEV GE Vernova Inc.

+2.82%

+$9,669.25

AVSC Avantis U.S. Small Cap Equity ETF

+1.41%

+$72,082.77

IFRA iShares U.S. Infrastructure

+1.4%

+$3,892.36

GOOGL Alphabet Inc

+1.34%

+$6,638.41

SO The Southern Company

+0.89%

+$2,466.76

DFGR Dimensional Global Real Estate ETF

+0.87%

+$14,116.29

AVLV Avantis U.S. Large Cap Value ETF

+0.74%

+$76,331.7

AVLC Avantis U.S. Large Cap Equity ETF

+0.71%

+$283,259.34

AVGV Avantis All Equity Markets Value ETF

+0.7%

+$5,002.8

VTI VANGUARD TOTAL STOCK MKT ETF

+0.69%

+$8,387.53

IYW iShares U.S. Technology ETF

+0.68%

+$10,971

SUSL iShares ESG MSCI USA Leaders ETF

+0.66%

+$2,198.6

AVUS Avantis U.S. Equity ETF

+0.65%

+$46,138.94

IGM iShares Expanded Tech Sector ETF

+0.64%

+$5,034.72

AVGE FRCL 3 2022Q3 Hb Float

+0.64%

+$17,602.2

JNJ Johnson & Johnson

+0.63%

+$1,489.96

AVDE Avantis International Equity ETF

+0.63%

+$6,073.76

AVXC Avantis Emerging Markets Ex China ETF

+0.61%

+$29,783.06

VRT Vertiv Holdings Co

+0.6%

+$1,673.65

EMGF iShares MSCI Emerging Markets Multifactor ETF

+0.59%

+$1,732.9

IVV iShares Core S&P 500 ETF

+0.59%

+$1,586.31

IWB iShares Russell 1000 ETF

+0.57%

+$2,698.16

DFUS Dimensional U.S. Equity Market ETF

+0.54%

+$43,641.81

AVNV Avantis All International Markets Value ETF

+0.54%

+$37,729.63

IVLU iShares MSCI International Value Factor ETF

+0.54%

+$1,486.95

AVEM Avantis Emerging Markets Equity ETF

+0.53%

+$3,734

SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF

+0.52%

+$2,477.84

ESGU iShares ESG Aware MSCI USA ETF

+0.5%

+$14,878.3

DFEM Dimensional Emerging Markets Core Equity 2 ETF

+0.49%

+$4,501.6

EFV iShares MSCI EAFE Value ETF

+0.46%

+$9,623.52

DFIC Dimensional International Core Equity Market ETF

+0.43%

+$58,484.58

QUAL iShares MSCI USA Quality Factor ETF

+0.37%

+$12,171.87

USMV iShares MSCI USA Min Vol Factor ETF

+0.32%

+$721.93

ETN Eaton Corporation plc

+0.28%

+$652.95

OEF iShares S&P 100 ETF

+0.26%

+$13,147.41

SPYM State Street SPDR Portfolio S&P 500 ETF

+0.24%

+$30,729.5

AEP American Electric Power Company, Inc.

+0.14%

+$316.98

BLES Inspire Global Hope ETF

+0.12%

+$1,170.9

JBBB Janus Henderson B-BBB CLO ETF

+0.1%

+$2,941.35

IEV iShares Europe ETF

+0.08%

+$1,336.26

SGOV iShares 0-3 Month Treasury Bond ETF

+0.03%

+$116.53

JAAA Janus Henderson AAA CLO ETF

+0.02%

+$1,320.64

PULS PGIM Ultra Short Bond ETF

+0.02%

+$431.03

AMZN Amazon.com Inc

-2.21%

-$6,574.34

AAPL Apple Inc.

-1.36%

-$8,369.64

MSFT Microsoft Corp.

-0.85%

-$2,551.46

AJG Arthur J. Gallagher & Co.

-0.68%

-$1,929.55

WMT Walmart Inc.

-0.62%

-$1,215.1

TPIF Timothy Plan International ETF

-0.27%

-$2,020.1

SCHZ Schwab U.S. Aggregate Bond ETF

-0.2%

-$939.96

IUSB iShares Core Universal USD Bond ETF

-0.13%

-$592.59

TFI SPDR Nuveen Bloomberg Municipal Bond ETF

-0.11%

-$236.45

Events

Dividends

Dividend Analysis

No Data

Trades 279	Longs Won 236/279 84%	Profit Factor 100.08
Profitability	Shorts Won 0/0 0%	Standard Deviation $573,411.65
Average Win $156,478.86	Best Trade (Jun 12) $7.39M	Sharpe Ratio -10.02
Average Loss -$8,581.68	Worst Trade (Sep 29) -$106,598	Z-Score 16.33 (100%)
Commissions $0	Avg. Trade Length 9m 6d	Expectancy $131,039.42

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	18,182	16,364	14,545	12,727	10,909	9,091	7,273	5,455	3,636	1,818