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:
83.54%
Gain -0.81%
Monthly
0.83%
Yearly
10.41%
Drawdown
17.88%
$120.24M
Equity
Holdings
$120.24M
Investment
$90.52M
$38.45M
Profit -$720,376.81
Realized
$6.52M
Unrealized
$31.93M
Dividends
$9.43M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$720,376.81
Win %
91%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$135,176.65
Win %
91%
This Month
Compared to last month
Gain
0.33%
Profit
$396,925.54
Win %
91%
This Year
Compared to last year
Gain
0.88%
Profit
$1.05M
Win %
90%
AMZN Amazon.com Inc
+1.04%
+$5,116.78 
AAPL Apple Inc.
+0.77%
+$16,008.9 
ANET Arista Networks, Inc.
+0.32%
+$1,088 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$1,671.84 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$294.17 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$660.85 
GDXJ VanEck Junior Gold Miners ETF
-2.83%
-$14,599.32 
DFAS Dimensional U.S. Small Cap ETF
-1.3%
-$64,051.22 
VB Vanguard Small-Cap ETF
-1.26%
-$18,521.48 
DFAT Dimensional US Targeted Value ETF
-1.25%
-$6,077.5 
IAU iShares Gold Trust
-1.19%
-$4,483.53 
GLD SPDR Gold Shares
-1.18%
-$7,937.1 
SCHE Schwab Emerging Markets Equity ETF
-1.18%
-$3,189.56 
DFIV Dimensional International Value ETF
-1.17%
-$3,304.47 
DFIS Dimensional International Small Cap ETF
-1.16%
-$13,340.46 
EEM iShares MSCI Emerging Markets ETF
-1.14%
-$18,667.74 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.14%
-$3,129.68 
IJR iShares Core S&P Small-Cap ETF
-1.14%
-$40,607.84 
VWO Vanguard FTSE Emerging Markets ETF
-1.14%
-$31,418.46 
DFSV Dimensional US Small Cap Value ETF
-1.11%
-$13,563.02 
DFAE Dimensional Emerging Core Equity Market ETF
-1.11%
-$25,862.96 
AVEM Avantis Emerging Markets Equity ETF
-1.09%
-$16,110.15 
DFAI Dimensional International Core Equity Market ETF
-1.07%
-$49,659.78 
IWM iShares Russell 2000 ETF
-1.06%
-$13,877.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.05%
-$80,536.74 
AVUV Avantis U.S. Small Cap Value ETF
-1.05%
-$43,666.56 
DISV Dimensional International Small Cap Equity Fund
-1.04%
-$7,736.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.02%
-$8,832.38 
DFIC Dimensional International Core Equity Market ETF
-1.02%
-$24,095.22 
AVSC Avantis U.S. Small Cap Equity ETF
-1.01%
-$2,731.3 
IEFA iShares Core MSCI EAFE ETF
-1%
-$11,340.23 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.98%
-$2,030 
EFA iShares MSCI EAFE ETF
-0.97%
-$4,852.72 
IWR iShares Russell Mid-Cap ETF
-0.97%
-$5,411.3 
AVES Avantis Emerging Markets Value ETF
-0.93%
-$4,873.87 
NVDA NVIDIA Corporation
-0.88%
-$27,172.03 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.86%
-$3,748.22 
VNQ Vanguard Real Estate ETF
-0.78%
-$8,149.1 
AVRE Avantis Real Estate ETF
-0.73%
-$14,380.27 
DFAR Dimensional US Real Estate ETF
-0.66%
-$3,759.52 
DFLV Dimensional US Large Cap Value ETF
-0.43%
-$22,279.78 
AVUS Avantis U.S. Equity ETF
-0.39%
-$3,929.91 
VUG Vanguard Growth ETF
-0.38%
-$3,349.15 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.37%
-$9,539.6 
DFUS Dimensional U.S. Equity Market ETF
-0.36%
-$24,058.17 
QQQ Invesco QQQ Trust, Series 1
-0.35%
-$27,882.59 
GOOGL Alphabet Inc
-0.33%
-$1,109.74 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.33%
-$6,971.44 
GOOG Alphabet Inc
-0.28%
-$2,866.05 
VOO Vanguard S&P 500 ETF
-0.27%
-$10,094.72 
IVV iShares Core S&P 500 ETF
-0.26%
-$2,361.13 
SPY SPDR S&P 500 ETF Trust
-0.26%
-$23,776.61 
IVE ISHARES S&P 500 VALUE ETF
-0.22%
-$1,810.5 
MSFT Microsoft Corp.
-0.15%
-$1,376.38 
VIG Vanguard Dividend Appreciation ETF
-0.14%
-$1,735.36 
CSCO Cisco Systems, Inc.
-0.03%
-$93.84 Events
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Dividends
Dividend Analysis
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| Trades 675 | Longs Won 462/675 68% | Profit Factor 10.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $239,169.58 |
| Average Win $91,670.84 | Best Trade (Oct 07) $3.71M | Sharpe Ratio -8.57 |
| Average Loss -$18,323.81 | Worst Trade (Dec 31) -$265,255.83 | Z-Score 8.29 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3d | Expectancy $56,961.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,205 | $1.04M | $2.09M | - | $1.05M | 101.11% | +0.773% |
| AMZN Amazon.com Inc | 1,920 | $421,228.8 | $497,193.6 | - | $75,964.8 | 18.03% | +1.04% |
| ANET Arista Networks, Inc. | 1,600 | $271,808 | $345,664 | - | $73,856 | 27.17% | +0.316% |
| AVEM Avantis Emerging Markets Equity ETF | 15,343 | $986,211.12 | $1.46M | - | $472,754.75 | 47.94% | -1.092% |
| AVES Avantis Emerging Markets Value ETF | 7,925 | $368,742.65 | $521,782 | - | $153,039.35 | 41.5% | -0.925% |
| AVRE Avantis Real Estate ETF | 44,247 | $1.91M | $1.95M | - | $35,830.51 | 1.87% | -0.733% |
| AVSC Avantis U.S. Small Cap Equity ETF | 3,820 | $219,062.32 | $266,445 | - | $47,382.68 | 21.63% | -1.015% |
| AVUS Avantis U.S. Equity ETF | 7,782 | $708,183.49 | $1.01M | - | $305,460.92 | 43.13% | -0.386% |
| AVUV Avantis U.S. Small Cap Value ETF | 34,656 | $3.11M | $4.13M | - | $1.02M | 32.86% | -1.046% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 132,170 | $13.14M | $13.1M | - | -$35,331.65 | -0.27% | +0.005% |
| BSV Vanguard Short-Term Bond ETF | 41,796 | $3.25M | $3.19M | - | -$58,803.16 | -1.81% | +0.052% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 15,175 | $322,772.25 | $429,452.5 | - | $106,680.25 | 33.05% | -0.865% |
| CSCO Cisco Systems, Inc. | 3,128 | $217,953.75 | $368,822.48 | - | $150,868.73 | 69.22% | -0.025% |
| DFAE Dimensional Emerging Core Equity Market ETF | 58,119 | $1.74M | $2.31M | - | $575,330.8 | 33.16% | -1.107% |
| DFAI Dimensional International Core Equity Market ETF | 111,595 | $3.47M | $4.6M | - | $1.13M | 32.6% | -1.069% |
| DFAR Dimensional US Real Estate ETF | 23,497 | $526,589.23 | $566,277.7 | - | $39,688.47 | 7.54% | -0.66% |
| DFAS Dimensional U.S. Small Cap ETF | 62,489 | $3.65M | $4.87M | - | $1.23M | 33.63% | -1.297% |
| DFAT Dimensional US Targeted Value ETF | 7,150 | $278,635.5 | $479,836.5 | - | $201,201 | 72.21% | -1.251% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 5,075 | $206,248 | $204,370.25 | - | -$1,877.75 | -0.91% | -0.984% |
| DFIC Dimensional International Core Equity Market ETF | 62,585 | $2.21M | $2.34M | - | $130,186 | 5.89% | -1.02% |
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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 - $2.35M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.94M, VANGUARD TOTAL STOCK MKT ETF - $1.22M, 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 - $82,831.59, 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 $9.43M 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 - $1.08M, SPDR Bloomberg 3-12 Month T-Bill ETF - $787,096.83, Vanguard Short-Term Bond ETF - $619,374.16, and Vanguard Real Estate ETF - $553,242.59. 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.
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