DGB
Douglas G. Bambeck Portfolio
Invests via INVESTMENT PARTNERS Ltd. | Managed by Douglas G. Bambeck
Invests via INVESTMENT PARTNERS Ltd.
Managed by Douglas G. Bambeck
Automatically Tracked
Douglas G. Bambeck Profile
With a strong foundation in technology and finance, Douglas G. Bambeck has established himself as a prominent entrepreneur and investor within the tech sector. He co-founded multiple successful startups that have driven innovation in digital solutions, showcasing his expertise in navigating early-stage business dynamics. His leadership is characterized by a focus on scaling operations and fostering growth through strategic partnerships. In addition to his entrepreneurial endeavors, he actively engages with emerging companies, offering insights derived from years of experience at the intersection of investment and technology development. This unique blend of skills positions him as an influential figure in venture capital circles.
With a strong foundation in technology and finance, Douglas G. Bambeck has established himself as a prominent entrepreneur and investor within the tech sector. He co-founded multiple successful startups that have driven innovation in digital solutions, showcasing his expertise in navigating early-stage business dynamics. His leadership is characterized by a focus on scaling operations and fostering growth through strategic partnerships. In addition to his entrepreneurial endeavors, he actively engages with emerging companies, offering insights derived from years of experience at the intersection of investment and technology development. This unique blend of skills positions him as an influential figure in venture capital circles.
Investment Philosophy & Strategy
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:
55.75%
Gain -0.36%
Monthly
0.69%
Yearly
8.55%
Drawdown
16.06%
$209.05M
Equity
Holdings
$209.05M
Investment
$79.48M
$129.57M
Profit -$745,307.47
Realized
-$0
Unrealized
$129.57M
Dividends
$31.28M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$745,307.47
Win %
76%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$378,051.83
Win %
76%
This Month
Compared to last month
Gain
1.56%
Profit
$3.22M
Win %
76%
This Year
Compared to last year
Gain
11.14%
Profit
$20.96M
Win %
76%
BMY Bristol-Myers Squibb Company
+4.61%
+$55,423.35 
LLY Eli Lilly and Company
+3.85%
+$384,707.3 
MRK Merck & Co., Inc.
+3.8%
+$44,014.83 
LMT Lockheed Martin Corporation
+3.61%
+$72,239.07 
GSK GSK plc Sponsored ADR
+3.46%
+$8,441.86 
WMT Walmart Inc.
+3.46%
+$100,185.48 
PFE Pfizer Inc.
+2.96%
+$26,815.78 
DOW Dow Inc.
+2.38%
+$10,693 
PG Procter & Gamble Co
+2.31%
+$57,002.6 
JNJ Johnson & Johnson
+2.13%
+$92,712.9 
VZ Verizon Communications Inc.
+2.04%
+$21,734.69 
CVX Chevron Corporation
+2.02%
+$34,400.04 
KO The Coca-Cola Company
+1.85%
+$56,534.51 
BIIB Biogen Inc.
+1.72%
+$3,930 
XOM Exxon Mobil Corporation
+1.68%
+$38,388.76 
ADP Automatic Data Processing Inc.
+1.6%
+$44,624.32 
PEP PepsiCo, Inc.
+1.55%
+$11,953.96 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$16,083.31 
HDV iShares Core High Dividend ETF
+1.37%
+$15,694 
FXH First Trust Health Care AlphaDEX Fund
+1.32%
+$5,855.04 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$37,059.2 
ITW Illinois Tool Works Inc.
+1.18%
+$9,185.4 
JPM JPMorgan Chase & Co.
+1.16%
+$60,872.35 
KMB Kimberly-Clark Corporation
+1.14%
+$2,736.16 
CSX CSX Corporation
+1.09%
+$36,226.32 
T AT&T Inc.
+1.01%
+$7,345.33 
SDY SPDR S&P Dividend ETF
+0.76%
+$14,711.95 
XLE Energy Select Sector SPDR Fund
+0.64%
+$11,438 
CINF Cincinnati Financial Corporation
+0.62%
+$4,795.68 
HD The Home Depot, Inc.
+0.54%
+$17,803.23 
AAPL Apple Inc.
+0.49%
+$33,671.56 
DIS The Walt Disney Company
+0.39%
+$3,771.03 
AEP American Electric Power Company, Inc.
+0.38%
+$9,741.12 
DVY iShares Select Dividend ETF
+0.37%
+$1,635.02 
PPG PPG Industries Inc.
+0.31%
+$1,108.48 
VIG Vanguard Dividend Appreciation ETF
+0.11%
+$676.62 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.07%
+$2,318.61 
TIF Tiffany & Co
0%
$0 EMC
EMC
0%
$0 DBA
DBA
0%
$0 SE
SE
0%
$0 SIRI
SIRI
0%
$0 HCN
HCN
0%
$0 SPLV
SPLV
0%
$0 PDP
PDP
0%
$0 
PPR Voya Prime Rate Trust
0%
$0 PIZ
PIZ
0%
$0 IDLV
IDLV
0%
$0 DBP
DBP
0%
$0 DBE
DBE
0%
$0 
ORCL Oracle Corporation
-8.84%
-$274,360.4 
BAC Bank of America Corporation
-4.76%
-$42,165.99 
INTC Intel Corporation
-4.56%
-$118,652.31 
CAT Caterpillar Inc.
-3.08%
-$178,857 
IWP iShares Russell Mid-Cap Growth ETF
-2.91%
-$55,803.96 
IWO iShares Russell 2000 Growth ETF
-2.35%
-$52,456.61 
IWF iShares Russell 1000 Growth ETF
-2.24%
-$79,606.2 
IWM iShares Russell 2000 ETF
-1.93%
-$51,482.57 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.9%
-$117,403.52 
MSFT Microsoft Corp.
-1.8%
-$290,613.76 
IWN iShares Russell 2000 Value ETF
-1.55%
-$91,449.68 
EMR Emerson Electric Co.
-1.48%
-$22,895.62 
IJH iShares Core S&P Mid-Cap ETF
-1.35%
-$102,707.55 
VWO Vanguard FTSE Emerging Markets ETF
-1.31%
-$70,515.9 
IBM International Business Machines Corporation
-1.26%
-$16,052.75 
CSCO Cisco Systems, Inc.
-1.24%
-$30,988.1 
DNP DNP Select Income Fund Inc.
-1.2%
-$1,508.28 
V Visa Inc. Class A
-1.17%
-$65,579.32 
USB U.S. Bancorp
-1.11%
-$4,205.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.08%
-$75,376.8 
IVV iShares Core S&P 500 ETF
-1.08%
-$160,761.25 
SPY SPDR S&P 500 ETF Trust
-1.08%
-$34,253.93 
BA Boeing Company
-0.98%
-$14,387.46 
HBAN Huntington Bancshares Incorporated
-0.92%
-$1,501.22 
VNQ Vanguard Real Estate ETF
-0.87%
-$24,469.46 
DD DuPont de Nemours, Inc.
-0.83%
-$4,801.23 
FV First Trust Dorsey Wright Focus 5 ETF
-0.78%
-$21,545.3 
EFA iShares MSCI EAFE ETF
-0.7%
-$25,734.24 
IWS iShares Russell Mid-Cap Value ETF
-0.69%
-$24,787.1 
PSK SPDR ICE Preferred Securities ETF
-0.64%
-$2,349.36 
AMLP Alerian MLP ETF
-0.63%
-$925.32 
KEY KeyCorp
-0.6%
-$2,503.32 
SLB Schlumberger Limited
-0.53%
-$1,316.38 
GSG iShares S&P GSCI Commodity-Indexed Trust
-0.46%
-$4,080 
PEBO Peoples Bancorp Inc.
-0.45%
-$2,962.24 
F Ford Motor Company
-0.41%
-$647.8 
RWO SPDR Dow Jones Global Real Estate ETF
-0.41%
-$4,171.45 
XLU Utilities Select Sector SPDR Fund
-0.36%
-$18,210.6 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-0.29%
-$365.99 
YUM Yum! Brands, Inc.
-0.25%
-$1,513.64 
GE General Electric Company
-0.2%
-$2,606.22 
IWD iShares Russell 1000 Value ETF
-0.13%
-$2,096.49 
ALL Allstate Corporation
-0.1%
-$1,830.11 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$93.32 
IVE ISHARES S&P 500 VALUE ETF
0%
-$131.9 Events
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Dividends
Dividend Analysis
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| Trades 95 | Longs Won 67/95 70% | Profit Factor 98.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.33M |
| Average Win $1.95M | Best Trade (Oct 14) $14.51M | Sharpe Ratio 0 |
| Average Loss -$47,557.66 | Worst Trade (Oct 14) -$275,583.36 | Z-Score 6.71 (100%) |
| Commissions $0 | Avg. Trade Length 11y 9m 2w 6d | Expectancy $1.36M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,405 | 3,965 | 3,524 | 3,084 | 2,643 | 2,203 | 1,762 | 1,322 | 881 | 441 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,924 | $549,902.4 | $6.83M | - | $6.28M | 1,142.61% | +0.495% |
| ADP Automatic Data Processing Inc. | 10,096 | $841,703.52 | $2.83M | - | $1.99M | 236.24% | +1.602% |
| AEP American Electric Power Company, Inc. | 20,294 | $1.23M | $2.56M | - | $1.33M | 107.72% | +0.382% |
| ALL Allstate Corporation | 7,957 | $558,979.25 | $1.88M | - | $1.32M | 236.19% | -0.097% |
| AMLP Alerian MLP ETF | 2,804 | $245,630.4 | $146,873.52 | - | -$98,756.88 | -40.21% | -0.626% |
| BA Boeing Company | 7,862 | $1.02M | $1.45M | - | $429,894.16 | 42.07% | -0.981% |
| BAC Bank of America Corporation | 16,407 | $293,521.23 | $843,155.73 | - | $549,634.5 | 187.26% | -4.763% |
| BIIB Biogen Inc. | 1,000 | $339,450 | $232,830 | - | -$106,620 | -31.41% | +1.717% |
| BMY Bristol-Myers Squibb Company | 21,235 | $1.25M | $1.26M | - | $5,308.75 | 0.42% | +4.606% |
| BRK-B Berkshire Hathaway Inc. | 5,920 | $888,887.96 | $3.12M | - | $2.23M | 250.88% | +1.202% |
| CAT Caterpillar Inc. | 7,515 | $687,847.95 | $5.63M | - | $4.94M | 718.29% | -3.08% |
| CINF Cincinnati Financial Corporation | 4,656 | $241,320.48 | $776,015.52 | - | $534,695.04 | 221.57% | +0.622% |
| CSCO Cisco Systems, Inc. | 21,670 | $602,859.4 | $2.46M | - | $1.86M | 308.48% | -1.243% |
| CSX CSX Corporation | 69,666 | $841,565.28 | $3.36M | - | $2.52M | 299.67% | +1.089% |
| CVX Chevron Corporation | 7,836 | $879,042.48 | $1.74M | - | $861,489.84 | 98% | +2.016% |
| DBA DBA | 57,950 | $1,442 | $1,442 | - | - | - | 0.0 |
| DBE DBE | 45,000 | $786 | $786 | - | - | - | 0.0 |
| DBP DBP | 10,000 | $366 | $366 | - | - | - | 0.0 |
| DD DuPont de Nemours, Inc. | 4,487.13 | $366,221.49 | $576,506.28 | - | $210,284.79 | 57.42% | -0.826% |
| DIS The Walt Disney Company | 8,873 | $835,747.87 | $967,201.36 | - | $131,453.49 | 15.73% | +0.391% |
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FAQ
Which stocks have generated the highest profits for Douglas G. Bambeck?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $1.55M, Utilities Select Sector SPDR Fund - $1.41M, iShares Core S&P 500 ETF - $1.37M, Vanguard FTSE Emerging Markets ETF - $1.26M, and Vanguard Real Estate ETF - $1.23M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Douglas G. Bambeck's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.28M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.55M, Utilities Select Sector SPDR Fund - $1.41M, iShares Core S&P 500 ETF - $1.37M, Vanguard FTSE Emerging Markets ETF - $1.26M, and Vanguard Real Estate ETF - $1.23M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Douglas G. Bambeck's monthly returns?
Douglas G. Bambeck'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 Douglas G. Bambeck's strategy be considered aggressive or moderate?
Douglas G. Bambeck's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Douglas G. Bambeck's strategy?
Douglas G. Bambeck's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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