Teresa Douberly Portfolio
Invests via Burford Brothers, Inc. | Managed by Burford Brothers, Inc.
Invests via Burford Brothers, Inc.
Managed by Burford Brothers, Inc.
Automatically Tracked
Teresa Douberly Profile
Senior investor and operating executive focused on growth-stage technology and healthcare businesses, Teresa Douberly brings cross-functional experience in corporate finance, strategic operations and board advisory. Known for sourcing and scaling revenue models, she has worked with PE and VC sponsors on diligence, portfolio value creation and exit planning. Market-facing skills include M&A execution, KPI-driven performance improvement and leadership in commercial transformation.
Senior investor and operating executive focused on growth-stage technology and healthcare businesses, Teresa Douberly brings cross-functional experience in corporate finance, strategic operations and board advisory. Known for sourcing and scaling revenue models, she has worked with PE and VC sponsors on diligence, portfolio value creation and exit planning. Market-facing skills include M&A execution, KPI-driven performance improvement and leadership in commercial transformation.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare companies, prioritizing revenue-driven business models and repeatable commercial motion. Emphasizes diligence on unit economics, scalable go-to-market KPIs and capital-efficient customer acquisition; deploys growth equity or structured minority capital with three- to seven-year horizons tied to EBITDA or strategic exit milestones. Blends operator-led value creation and board-level governance to derisk commercialization, favoring companies where M&A optionality and margin expansion are clear.
Focuses on growth-stage technology and healthcare companies, prioritizing revenue-driven business models and repeatable commercial motion. Emphasizes diligence on unit economics, scalable go-to-market KPIs and capital-efficient customer acquisition; deploys growth equity or structured minority capital with three- to seven-year horizons tied to EBITDA or strategic exit milestones. Blends operator-led value creation and board-level governance to derisk commercialization, favoring companies where M&A optionality and margin expansion are clear.
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:
3.29%
Gain
Monthly
0.11%
Yearly
1.28%
Drawdown
34.5%
$265.88M
Equity
Holdings
$265.88M
Investment
$193.84M
$77.07M
Profit -$293,571.87
Realized
$5.04M
Unrealized
$72.04M
Dividends
$10.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$293,571.87
Win %
76%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$353,914.03
Win %
76%
This Month
Compared to last month
Gain
0.76%
Profit
$2.02M
Win %
76%
This Year
Compared to last year
Gain
9.53%
Profit
$23.13M
Win %
77%
ABT Abbott Laboratories
+10.99%
+$32,095.05 
RSG Republic Services, Inc.
+3.73%
+$15,336.01 
ADP Automatic Data Processing Inc.
+3.54%
+$15,084.72 
UNP Union Pacific Corporation
+3.45%
+$18,327.9 
MRK Merck & Co., Inc.
+3.42%
+$42,769.68 
SBUX Starbucks Corporation
+3.34%
+$26,356.59 
EAT Brinker International Inc.
+3.33%
+$15,752.88 
OHI Omega Healthcare Investors Inc.
+3.31%
+$58,534.05 
CRM Salesforce Inc
+3.3%
+$18,309.7 
OZK Bank OZK
+3.18%
+$32,091.44 
UNH UnitedHealth Group Incorporated
+3.13%
+$35,881.49 
MDLZ Mondelez International, Inc.
+3.12%
+$7,016.22 
ABBV AbbVie Inc.
+3.1%
+$81,104.98 
KT KT Corporation
+3.06%
+$22,270.07 
VZ Verizon Communications Inc.
+2.95%
+$51,248.94 
RL Ralph Lauren Corporation
+2.95%
+$11,260.8 
AMGN Amgen Inc.
+2.92%
+$33,566.82 
PM Philip Morris International Inc.
+2.88%
+$29,840.26 
MCD McDonald's Corporation
+2.83%
+$25,533.41 
NNN NNN REIT, Inc.
+2.79%
+$38,902 
ISRG Intuitive Surgical, Inc.
+2.69%
+$7,168.32 
PEP PepsiCo, Inc.
+2.64%
+$12,229.28 
NFG National Fuel Gas Company
+2.56%
+$25,614.75 
IBM International Business Machines Corporation
+2.51%
+$30,511.32 
MO Altria Group, Inc.
+2.5%
+$71,850.24 
COST Costco Wholesale Corporation
+2.48%
+$9,317.02 
KO The Coca-Cola Company
+2.4%
+$47,880.36 
WSM Williams-Sonoma, Inc.
+2.36%
+$19,188.48 
XLP Consumer Staples Select Sector SPDR Fund
+2.36%
+$21,350.86 
PSX Phillips 66
+2.35%
+$18,988.76 
SPGI S&P Global Inc.
+2.34%
+$7,797.09 
NXRT NexPoint Residential Trust Inc.
+2.23%
+$14,321.4 
WMT Walmart Inc.
+2.18%
+$58,214.45 
XLV Health Care Select Sector SPDR Fund
+2.08%
+$14,394.91 
SCHD Schwab U.S. Dividend Equity ETF
+2.06%
+$6,445.85 
GEHC GE HealthCare Technologies Inc.
+1.99%
+$11,114.46 
SNA Snap-on Inc.
+1.99%
+$17,892.62 
TGT Target Corporation
+1.97%
+$23,396.1 
NVO Novo Nordisk A/S Sponsored ADR
+1.85%
+$9,157.39 
BMY Bristol-Myers Squibb Company
+1.84%
+$8,164.8 
V Visa Inc. Class A
+1.84%
+$17,336.68 
DIS The Walt Disney Company
+1.81%
+$5,959.36 
HD The Home Depot, Inc.
+1.78%
+$16,014.69 
PG Procter & Gamble Co
+1.77%
+$33,592.16 
PHM PulteGroup Inc.
+1.72%
+$5,307.77 
VHT Vanguard Health Care ETF
+1.63%
+$4,269.48 
XLRE The Real Estate Select Sector SPDR Fund
+1.6%
+$10,865.14 
MSFT Microsoft Corp.
+1.59%
+$127,317.03 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.49%
+$68,793.9 
BKH Black Hills Corporation
+1.48%
+$16,632 
SHW The Sherwin-Williams Company
+1.47%
+$3,765.29 
CF CF Industries Holdings, Inc.
+1.44%
+$11,063.26 
MTDR Matador Resources Company
+1.42%
+$19,964.51 
ICE Intercontinental Exchange, Inc.
+1.38%
+$4,697.62 
CB Chubb Limited
+1.33%
+$11,090.28 
ET Energy Transfer L.P.
+1.28%
+$20,617.51 
CVX Chevron Corporation
+1.26%
+$21,112.8 
PFE Pfizer Inc.
+1.25%
+$3,442.73 
ED Consolidated Edison, Inc.
+1.17%
+$4,086.72 
CAH Cardinal Health Inc.
+1.12%
+$2,502.36 
DE Deere & Company
+1.04%
+$2,698.92 
XOM Exxon Mobil Corporation
+1.02%
+$61,073.68 
FE FirstEnergy Corp.
+1%
+$3,261.14 
ABEV Ambev S.A.
+0.99%
+$12,660.87 
EPD Enterprise Products Partners L.P.
+0.96%
+$3,784.32 
JNJ Johnson & Johnson
+0.96%
+$36,867.72 
APD Air Products and Chemicals, Inc.
+0.94%
+$2,402.36 
TSN Tyson Foods Inc.
+0.93%
+$6,628.65 
AAPL Apple Inc.
+0.9%
+$209,544.81 
XLE Energy Select Sector SPDR Fund
+0.85%
+$7,611.84 
COP ConocoPhillips
+0.77%
+$3,020.32 
MPLX MPLX LP
+0.51%
+$5,383.65 
EL The Estée Lauder Companies Inc. Class A
+0.5%
+$1,292.31 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.49%
+$2,258.97 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.45%
+$2,960.05 
PFN PIMCO Income Strategy Fund II
+0.42%
+$1,222.8 
AMZN Amazon.com Inc
+0.36%
+$21,292.18 
LMT Lockheed Martin Corporation
+0.34%
+$838.98 
XLC Communication Services Select Sector SPDR Fund
+0.34%
+$2,491.72 
XLB Materials Select Sector SPDR Fund
+0.33%
+$1,722.27 
AXP American Express Company
+0.32%
+$4,548.4 
BKE Buckle Inc.
+0.31%
+$2,851.47 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
+0.16%
+$312.5 
GD General Dynamics Corporation
+0.15%
+$1,488.48 
GOOG Alphabet Inc
+0.12%
+$5,822.35 
GOOGL Alphabet Inc
+0.11%
+$1,252.93 
SBR Sabine Royalty Trust
+0.11%
+$800 
XLF Financial Select Sector SPDR Fund
+0.11%
+$720.36 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$6,814.13 
NTES NetEase, Inc. American Depositary Receipt
+0.05%
+$123.5 
DMLP Dorchester Minerals, L.P.
+0.04%
+$298.96 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$345.23 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$63.94 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.01%
+$73.08 
SHV iShares Short Treasury Bond ETF
+0.01%
+$120.09 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
+$23.19 
TE T1 Energy Inc.
-12.91%
-$12,857 
NOK Nokia Corporation Sponsored ADR
-8.22%
-$18,592.5 
VST Vistra Corp
-6.84%
-$211,256.41 
GE General Electric Company
-5.66%
-$241,980.96 
CHGG Chegg Inc.
-5.09%
-$1,579.91 
BHP BHP Group Ltd.
-5.02%
-$54,174.12 
FSLR First Solar, Inc.
-4.83%
-$206,806.11 
ASA ASA Gold and Precious Metals Limited
-3.86%
-$53,603.7 
HWM Howmet Aerospace Inc.
-3.84%
-$27,239.52 
CAT Caterpillar Inc.
-3.77%
-$138,842.42 
TXN Texas Instruments Inc
-3.67%
-$80,523.18 
AVGO Broadcom Inc.
-3.59%
-$20,716.54 
B BARRICK MINING CORP Common Stock (ABR0)
-3.51%
-$7,063.56 
CSCO Cisco Systems, Inc.
-3.44%
-$21,393.58 
ANET Arista Networks, Inc.
-3.31%
-$21,836.7 
QCOM QUALCOMM Incorporated
-3.28%
-$36,507.46 
RIO Rio Tinto Plc Sponsored ADR
-3.25%
-$30,147.68 
GEV GE Vernova Inc.
-3.13%
-$127,418.52 
COIN Coinbase Global, Inc.
-2.78%
-$33,507.9 
BEP Brookfield Renewable Partners L.P.
-2.52%
-$9,407.04 
NVDA NVIDIA Corporation
-2.5%
-$60,634.89 
XLK State Street Technology Select Sector SPDR ETF
-2.4%
-$22,554.75 
APH Amphenol Corporation
-2.35%
-$21,331.83 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$6,731.41 
CGGO Capital Group Global Growth Equity ETF
-1.95%
-$128,758.84 
META Meta Platforms Inc Class A
-1.87%
-$74,033.52 
CGXU Capital Group International Focus Equity ETF
-1.74%
-$39,190.27 
GLD SPDR Gold Shares
-1.65%
-$5,400.54 
EWJ iShares MSCI Japan ETF
-1.63%
-$4,566.08 
TSLA Tesla, Inc.
-1.57%
-$137,554.44 
RTX RTX Corporation
-1.48%
-$15,964.56 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$4,271.54 
GM General Motors Company
-1.22%
-$5,954.6 
VGM Invesco Trust for Investment Grade Municipals
-1.13%
-$5,570.52 
CGGR Capital Group Growth ETF
-1.07%
-$102,791 
HAL Halliburton Company
-1.05%
-$2,686.57 
EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
-1%
-$2,931.6 
BTC Grayscale Bitcoin Mini Trust ETF
-0.96%
-$2,449.7 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.78%
-$3,758.91 
PMO Putnam Municipal Opportunities Fund
-0.74%
-$1,592 
USCI United States Commodity Index Fund
-0.63%
-$2,188.12 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$12,231.57 
PGR Progressive Corporation
-0.54%
-$7,497.6 
BP BP p.l.c. Sponsored ADR
-0.53%
-$2,937.44 
CGBL Capital Group Core Balanced ETF
-0.53%
-$14,283.8 
NXDT NexPoint Diversified Real Estate Trust
-0.53%
-$586.71 
JPM JPMorgan Chase & Co.
-0.51%
-$22,767.38 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.48%
-$1,498 
XLI Industrial Select Sector SPDR Fund
-0.46%
-$4,361.57 
VMO Invesco Municipal Opportunity Trust
-0.39%
-$1,879.43 
F Ford Motor Company
-0.39%
-$3,307.64 
BLK BlackRock, Inc.
-0.39%
-$3,316.32 
VGK Vanguard FTSE Europe ETF
-0.39%
-$1,236.48 
RMTI Rockwell Medical, Inc.
-0.39%
-$30.74 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$11,277.64 
VOO Vanguard S&P 500 ETF
-0.37%
-$2,289.55 
CGUS Capital Group Core Equity ETF
-0.34%
-$54,821.1 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.33%
-$660 
TLT iShares 20+ Year Treasury Bond ETF
-0.29%
-$2,953.47 
NZF Nuveen Municipal Credit Income Fund
-0.28%
-$799.75 
PLTR Palantir Technologies Inc.
-0.25%
-$1,453.84 
OIA Invesco Municipal Income Opportunities Trust
-0.24%
-$517.05 
CGMU Capital Group Municipal Income ETF
-0.2%
-$560.78 
JFR Nuveen Floating Rate Income Fund
-0.2%
-$196.05 
CGDV Capital Group Dividend Value ETF
-0.19%
-$4,205.56 
KORP American Century Diversified Corporate Bond ETF
-0.14%
-$394.23 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$430.43 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$157.25 
CGSM Capital Group Short Duration Municipal Income ETF
-0.04%
-$114.84 
IWM iShares Russell 2000 ETF
-0.04%
-$120.64 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.04%
-$306.46 
XLU Utilities Select Sector SPDR Fund
-0.03%
-$251.44 
NEAR iShares Short Maturity Bond ETF
-0.02%
-$55.97 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$128.09 Events
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Dividends
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| Trades 1306 | Longs Won 951/1306 72% | Profit Factor 13.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $352,696.48 |
| Average Win $87,474.86 | Best Trade (Jul 16) $9.32M | Sharpe Ratio -98.74 |
| Average Loss -$17,229.96 | Worst Trade (Jul 10) -$442,235.44 | Z-Score 12.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 6d | Expectancy $59,013.75 |
| 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 | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
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Returns
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