DR
Dori Riddle Portfolio
Invests via DBK Financial Counsel LLC | Managed by Dori Riddle, David B. Kearns
Invests via DBK Financial Counsel LLC
Managed by Dori Riddle, David B. Kearns
Automatically Tracked
Dori Riddle Profile
With a dynamic career in the tech sector, Dori Riddle has established herself as an influential leader and innovator. Her expertise spans software development, project management, and strategic growth initiatives that have significantly advanced her organizations' capabilities. Known for fostering collaboration across cross-functional teams, she successfully drives product innovation from concept to market. Dori's unique blend of technical acumen and leadership skills enhances organizational performance in highly competitive environments. Additionally, her educational background in computer science underpins a profound understanding of industry trends that continuously informs her decision-making process.
With a dynamic career in the tech sector, Dori Riddle has established herself as an influential leader and innovator. Her expertise spans software development, project management, and strategic growth initiatives that have significantly advanced her organizations' capabilities. Known for fostering collaboration across cross-functional teams, she successfully drives product innovation from concept to market. Dori's unique blend of technical acumen and leadership skills enhances organizational performance in highly competitive environments. Additionally, her educational background in computer science underpins a profound understanding of industry trends that continuously informs her decision-making process.
Investment Philosophy & Strategy
Navigating the intricacies of technology investments, Dori Riddle capitalizes on her extensive background to identify transformative opportunities. With a focus on innovation and scalability, she is adept at integrating cutting-edge solutions that address market demands effectively. This entrepreneurial mindset underpins her decision-making as she seeks out disruptive technologies poised for significant impact. In this rapidly evolving landscape, prioritizing collaboration among diverse stakeholders enhances execution capability while maintaining alignment with strategic growth objectives. Her unique perspective and operational expertise position her to leverage industry trends while fostering an environment where breakthrough ideas can flourish.
Navigating the intricacies of technology investments, Dori Riddle capitalizes on her extensive background to identify transformative opportunities. With a focus on innovation and scalability, she is adept at integrating cutting-edge solutions that address market demands effectively. This entrepreneurial mindset underpins her decision-making as she seeks out disruptive technologies poised for significant impact. In this rapidly evolving landscape, prioritizing collaboration among diverse stakeholders enhances execution capability while maintaining alignment with strategic growth objectives. Her unique perspective and operational expertise position her to leverage industry trends while fostering an environment where breakthrough ideas can flourish.
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:
75.19%
Gain +0.82%
Monthly
0.88%
Yearly
11.06%
Drawdown
17.88%
$121.2M
Equity
Holdings
$121.2M
Investment
$88.31M
$39.41M
Profit +$681,199.17
Realized
$6.52M
Unrealized
$32.89M
Dividends
$9.07M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.82%
Profit
$681,199.17
Win %
94%
This Week
Compared To Last Week
Gain
2.07%
Profit
$2.46M
Win %
94%
This Month
Compared to last month
Gain
2.07%
Profit
$2.46M
Win %
94%
This Year
Compared to last year
Gain
1.69%
Profit
$2.01M
Win %
91%
AMZN Amazon.com Inc
+15.32%
+$69,273.58 
GOOG Alphabet Inc
+6.88%
+$68,220.9 
GOOGL Alphabet Inc
+6.73%
+$21,683.55 
ANET Arista Networks, Inc.
+5.46%
+$14,928.01 
MSFT Microsoft Corp.
+3.02%
+$24,189.1 
NVDA NVIDIA Corporation
+2.93%
+$73,881.78 
CSCO Cisco Systems, Inc.
+2.14%
+$7,601.04 
VUG Vanguard Growth ETF
+1.1%
+$8,899.17 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,536.12 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$25,499.04 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$2,247.18 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$11,966.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$5,818.93 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$63,167.2 
VOO Vanguard S&P 500 ETF
+0.71%
+$25,889.43 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$43,460 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,969.92 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$13,765.76 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$45,851.88 
AVUS Avantis U.S. Equity ETF
+0.57%
+$5,603.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$12,941.74 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$9,880.23 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$812 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$16,550.69 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,380.87 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,386.24 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$2,643.4 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$152,146.6 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$16,574.65 
GLD SPDR Gold Shares
-1.49%
-$9,868.7 
IAU iShares Gold Trust
-1.46%
-$5,447.73 
AVRE Avantis Real Estate ETF
-0.75%
-$16,371.39 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$3,724.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$50,807.98 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$30,130.87 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$7,327.53 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,155.46 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$13,768.7 
VNQ Vanguard Real Estate ETF
-0.54%
-$6,241.86 
DFIS Dimensional International Small Cap ETF
-0.53%
-$6,034.97 
DFAR Dimensional US Real Estate ETF
-0.52%
-$3,289.58 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$3,782.24 
IWM iShares Russell 2000 ETF
-0.47%
-$6,473.18 
DFIV Dimensional International Value ETF
-0.47%
-$1,362.15 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,542.55 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,582.55 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$1,107.78 
VB Vanguard Small-Cap ETF
-0.22%
-$3,321.68 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,597.46 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$8,748.52 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$458.4 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$786.5 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$2,507.76 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$588.34 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,027.78 Events
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Dividends
Dividend Analysis
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| Trades 675 | Longs Won 469/675 69% | Profit Factor 11.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $228,262.9 |
| Average Win $92,245.61 | Best Trade (Aug 06) $3.3M | Sharpe Ratio -9.18 |
| Average Loss -$18,694.49 | Worst Trade (Dec 31) -$265,255.83 | Z-Score 13.01 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 2d | Expectancy $58,388.34 |
| 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 | 6,494 | 5,844 | 5,195 | 4,545 | 3,896 | 3,247 | 2,597 | 1,948 | 1,299 | 649 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Dori Riddle?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Real Estate ETF - $2.34M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.92M, VANGUARD TOTAL STOCK MKT ETF - $1.21M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.15M, and Invesco S&P 500 Quality ETF - $1.01M. 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: Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $329,440.35, Schwab U.S. TIPS ETF - $90,430.18, ISHARES RUSSELL 3000 ETF - $84,058.45, Alphabet Inc - $83,043.89, and iShares S&P Small-Cap 600 Value ETF - $76,268.42. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dori Riddle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.07M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $1.13M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.06M, SPDR Bloomberg 3-12 Month T-Bill ETF - $745,561.09, Vanguard Short-Term Bond ETF - $608,156.11, and Vanguard Real Estate ETF - $543,942.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dori Riddle's monthly returns?
Dori Riddle'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 Dori Riddle's strategy be considered aggressive or moderate?
Dori Riddle'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 Dori Riddle's strategy?
Dori Riddle'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.
