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

Tracking: 0 Updated: Jun 12 at 08:11 PM

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.

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.

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:

41.42%

Gain +0.44%

Monthly

0.46%

Yearly

5.7%

Drawdown

14.03%

$145.99M

Equity

Holdings

$145.99M

Investment

$109.32M

$38.08M

Profit +$743,696.57

Realized

$1.41M

Unrealized

$36.67M

Dividends

$8.65M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.44%

Profit

$743,696.57

Win %

92%

This Week

Compared To Last Week

Gain

0.08%

Profit

$112,166.89

Win %

92%

This Month

Compared to last month

Gain

-0.49%

Profit

-$723,563.85

Win %

92%

This Year

Compared to last year

Gain

7.11%

Profit

$9.88M

Win %

91%

Gainers
Losers

GDXJ VanEck Junior Gold Miners ETF

+3.19%

+$14,622.01

BSVO EA Bridgeway Omni Small-Cap Value Fund

+1.35%

+$5,865.14

DFSV Dimensional US Small Cap Value ETF

+1.17%

+$14,549.85

AVSC Avantis U.S. Small Cap Equity ETF

+1.15%

+$3,094.2

SPHQ Invesco S&P 500 Quality ETF

+1.02%

+$39,359.76

DFAS Dimensional U.S. Small Cap ETF

+1%

+$53,738.4

IJR iShares Core S&P Small-Cap ETF

+1%

+$39,760.28

DFAT Dimensional US Targeted Value ETF

+0.99%

+$4,897.75

AVUV Avantis U.S. Small Cap Value ETF

+0.95%

+$45,569.16

VNQ Vanguard Real Estate ETF

+0.95%

+$12,194.27

IWR iShares Russell Mid-Cap ETF

+0.95%

+$5,207.1

SCHE Schwab Emerging Markets Equity ETF

+0.91%

+$2,355.93

IWM iShares Russell 2000 ETF

+0.9%

+$20,661.32

AVDV Avantis International Small Cap Value ETF

+0.88%

+$4,134.78

DFAR Dimensional US Real Estate ETF

+0.87%

+$6,449.89

DISV Dimensional International Small Cap Equity Fund

+0.82%

+$6,207.93

DFLV Dimensional US Large Cap Value ETF

+0.81%

+$41,329.28

VWO Vanguard FTSE Emerging Markets ETF

+0.78%

+$27,501.68

QDF FlexShares Quality Dividend Index Fund

+0.74%

+$2,119

VB Vanguard Small-Cap ETF

+0.73%

+$11,706.7

IVE ISHARES S&P 500 VALUE ETF

+0.71%

+$9,969.54

AVUS Avantis U.S. Equity ETF

+0.69%

+$6,605.04

IEMG iShares Core MSCI Emerging Markets ETF

+0.61%

+$5,661.56

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$30,175.48

EEM iShares MSCI Emerging Markets ETF

+0.59%

+$9,825.2

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$43,579.94

DFIV Dimensional International Value ETF

+0.58%

+$1,639.62

IVV iShares Core S&P 500 ETF

+0.58%

+$12,525.93

VOO Vanguard S&P 500 ETF

+0.58%

+$29,235.42

SPY SPDR S&P 500 ETF Trust

+0.57%

+$50,036.55

VIG Vanguard Dividend Appreciation ETF

+0.57%

+$7,586.32

EMXC iShares MSCI Emerging Markets ex China ETF

+0.55%

+$1,548.25

AVRE Avantis Real Estate ETF

+0.55%

+$13,660.92

DFUS Dimensional U.S. Equity Market ETF

+0.55%

+$35,325.4

GOOGL Alphabet Inc

+0.53%

+$1,917.64

AVES Avantis Emerging Markets Value ETF

+0.53%

+$3,344.25

DFIS Dimensional International Small Cap ETF

+0.51%

+$5,850.66

VV Vanguard Large-Cap Index Fund ETF Shares

+0.49%

+$9,758.1

AVEM Avantis Emerging Markets Equity ETF

+0.48%

+$7,682.92

DFAE Dimensional Emerging Core Equity Market ETF

+0.45%

+$11,418.12

GOOG Alphabet Inc

+0.45%

+$4,876.77

DFIC Dimensional International Core Equity Market ETF

+0.41%

+$8,632.57

DFAI Dimensional International Core Equity Market ETF

+0.4%

+$22,348.26

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.35%

+$31,604

EFA iShares MSCI EAFE ETF

+0.31%

+$1,533.12

IEFA iShares Core MSCI EAFE ETF

+0.23%

+$2,701.38

VUG Vanguard Growth ETF

+0.22%

+$1,884.42

NVDA NVIDIA Corporation

+0.14%

+$3,568.13

MSFT Microsoft Corp.

+0.1%

+$717.2

IAU iShares Gold Trust

+0.09%

+$337.47

GLD SPDR Gold Shares

+0.06%

+$657.54

BILS SPDR Bloomberg 3-12 Month T-Bill ETF

+0.03%

+$5,166.6

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.03%

+$597.08

BSV Vanguard Short-Term Bond ETF

SCHO Schwab Short-Term U.S. Treasury ETF

AAPL Apple Inc.

-1.52%

-$28,633.5

AMZN Amazon.com Inc

-1.23%

-$6,775.44

CSCO Cisco Systems, Inc.

-0.6%

-$2,273.22

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.12%

-$594.63

Events

Dividends

Dividend Analysis

No Data

Trades 630	Longs Won 428/630 67%	Profit Factor 11.92
Profitability	Shorts Won 0/0 0%	Standard Deviation $240,500.63
Average Win $97,111.78	Best Trade (Jun 12) $3.36M	Sharpe Ratio -9.4
Average Loss -$17,267.21	Worst Trade (Dec 31) -$265,255.83	Z-Score 11.72 (100%)
Commissions $0	Avg. Trade Length 1y 12m 3d	Expectancy $60,437.88

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	8,475	7,627	6,780	5,932	5,085	4,237	3,390	2,542	1,695	847