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:
61.79%
Gain +0.5%
Monthly
1.45%
Yearly
18.81%
Drawdown
19.69%
$279.82M
Equity
Holdings
$279.82M
Investment
$202.66M
$84.16M
Profit +$1.05M
Realized
$7M
Unrealized
$77.16M
Dividends
$11.13M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.5%
Profit
$1.05M
Win %
73%
This Week
Compared To Last Week
Gain
0.45%
Profit
$1.24M
Win %
73%
This Month
Compared to last month
Gain
2.54%
Profit
$6.94M
Win %
73%
This Year
Compared to last year
Gain
3.22%
Profit
$8.72M
Win %
74%
MTDR Matador Resources Company
+3.54%
+$48,274.61 
F Ford Motor Company
+3.45%
+$25,726.53 
SBSW Sibanye Stillwater Ltd - ADR
+3.37%
+$10,050 
NUE Nucor Corporation
+3.25%
+$9,163.16 
RTX RTX Corporation
+3.04%
+$31,126.4 
LMT Lockheed Martin Corporation
+2.93%
+$7,483.2 
SWKS Skyworks Solutions Inc.
+2.81%
+$20,331.43 
GE General Electric Company
+2.72%
+$101,813 
BHP BHP Group Ltd.
+2.46%
+$25,864.85 
JPM JPMorgan Chase & Co.
+2.4%
+$105,325.14 
PM Philip Morris International Inc.
+2.35%
+$27,080.82 
GM General Motors Company
+2.25%
+$11,730.35 
BP BP p.l.c. Sponsored ADR
+2.24%
+$14,486.92 
GD General Dynamics Corporation
+2.03%
+$20,229.11 
HWM Howmet Aerospace Inc.
+2%
+$11,245.97 
MDLZ Mondelez International, Inc.
+1.81%
+$4,416.36 
PEP PepsiCo, Inc.
+1.71%
+$6,153.9 
COP ConocoPhillips
+1.69%
+$8,515.2 
HAL Halliburton Company
+1.67%
+$4,003.45 
BLK BlackRock, Inc.
+1.65%
+$14,908.58 
B BARRICK MINING CORP Common Stock (ABR0)
+1.63%
+$3,699.96 
PG Procter & Gamble Co
+1.6%
+$33,920.11 
RIO Rio Tinto Plc Sponsored ADR
+1.6%
+$13,131.36 
XLB Materials Select Sector SPDR Fund
+1.57%
+$8,250.51 
KO The Coca-Cola Company
+1.56%
+$34,815.97 
DMLP Dorchester Minerals, L.P.
+1.54%
+$23,810.06 
EPD Enterprise Products Partners L.P.
+1.46%
+$5,490.68 
AXP American Express Company
+1.44%
+$17,918.23 
PGR Progressive Corporation
+1.41%
+$25,578.98 
HD The Home Depot, Inc.
+1.39%
+$11,299.89 
JNJ Johnson & Johnson
+1.38%
+$32,231.5 
APD Air Products and Chemicals, Inc.
+1.38%
+$3,591.01 
DIS The Walt Disney Company
+1.34%
+$5,065.34 
LLY Eli Lilly and Company
+1.31%
+$14,613.81 
ET Energy Transfer L.P.
+1.23%
+$19,742.35 
TSN Tyson Foods Inc.
+1.22%
+$8,407.08 
XLE Energy Select Sector SPDR Fund
+1.21%
+$12,592.61 
ED Consolidated Edison, Inc.
+1.2%
+$24,465.58 
OZK Bank OZK
+1.18%
+$10,596.96 
VGM Invesco Trust for Investment Grade Municipals
+1.16%
+$4,874.2 
MPLX MPLX LP
+1.15%
+$16,293.12 
CVX Chevron Corporation
+1.14%
+$23,400.73 
TXN Texas Instruments Inc
+1.13%
+$23,049.04 
BKH Black Hills Corporation
+1.13%
+$10,837.12 
PHM PulteGroup Inc.
+1.1%
+$3,050.4 
BRK-B Berkshire Hathaway Inc.
+1.08%
+$134,232.56 
PMO Putnam Municipal Opportunities Fund
+1.05%
+$1,990 
XLP Consumer Staples Select Sector SPDR Fund
+1.04%
+$9,689.4 
XLF Financial Select Sector SPDR Fund
+1.01%
+$6,774.88 
COST Costco Wholesale Corporation
+1.01%
+$4,461.29 
MO Altria Group, Inc.
+1.01%
+$24,503.79 
AAPL Apple Inc.
+0.97%
+$241,004.41 
ISRG Intuitive Surgical, Inc.
+0.96%
+$2,823.58 
SCHD Schwab U.S. Dividend Equity ETF
+0.95%
+$3,150.55 
FE FirstEnergy Corp.
+0.94%
+$2,874.12 
XLU Utilities Select Sector SPDR Fund
+0.94%
+$6,465.42 
VGK Vanguard FTSE Europe ETF
+0.91%
+$2,748.32 
MRK Merck & Co., Inc.
+0.9%
+$2,830.91 
V Visa Inc. Class A
+0.88%
+$9,817.28 
XOM Exxon Mobil Corporation
+0.87%
+$63,487.78 
VZ Verizon Communications Inc.
+0.87%
+$17,852.83 
AMGN Amgen Inc.
+0.83%
+$11,772.24 
XLI Industrial Select Sector SPDR Fund
+0.83%
+$7,355.6 
ABBV AbbVie Inc.
+0.83%
+$25,201.91 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.8%
+$48,686.88 
PSX Phillips 66
+0.8%
+$9,542.7 
BKE Buckle Inc.
+0.78%
+$6,602.85 
WMT Walmart Inc.
+0.76%
+$21,461.92 
SBR Sabine Royalty Trust
+0.73%
+$5,250 
SNA Snap-on Inc.
+0.72%
+$4,063.35 
EWJ iShares MSCI Japan ETF
+0.72%
+$1,989.24 
VMO Invesco Municipal Opportunity Trust
+0.69%
+$2,921.4 
XLRE The Real Estate Select Sector SPDR Fund
+0.66%
+$4,159.93 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
+0.65%
+$2,644.46 
CB Chubb Limited
+0.63%
+$5,423.32 
GEV GE Vernova Inc.
+0.62%
+$22,501.54 
OIA Invesco Municipal Income Opportunities Trust
+0.61%
+$1,206.45 
UNP Union Pacific Corporation
+0.59%
+$3,190.92 
LUV Southwest Airlines Co.
+0.59%
+$1,073.52 
SHW The Sherwin-Williams Company
+0.57%
+$1,487.99 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.56%
+$3,530.52 
NZF Nuveen Municipal Credit Income Fund
+0.55%
+$1,371 
OHI Omega Healthcare Investors Inc.
+0.54%
+$9,045.65 
NNN NNN REIT, Inc.
+0.51%
+$5,668.95 
EAT Brinker International Inc.
+0.49%
+$2,652 
ATR AptarGroup, Inc.
+0.47%
+$3,384.3 
ICE Intercontinental Exchange, Inc.
+0.41%
+$1,587.72 
NXDT NexPoint Diversified Real Estate Trust
+0.4%
+$263.26 
ABT Abbott Laboratories
+0.38%
+$1,329.2 
PFE Pfizer Inc.
+0.37%
+$1,233.89 
CAT Caterpillar Inc.
+0.37%
+$11,273.63 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.37%
+$1,755.24 
USCI United States Commodity Index Fund
+0.35%
+$1,347.88 
CHGG Chegg Inc.
+0.34%
+$96.43 
ADP Automatic Data Processing Inc.
+0.33%
+$1,637.7 
BMY Bristol-Myers Squibb Company
+0.33%
+$4,691.4 
GEHC GE HealthCare Technologies Inc.
+0.33%
+$2,022.62 
CAH Cardinal Health Inc.
+0.28%
+$707.16 
XLV Health Care Select Sector SPDR Fund
+0.26%
+$1,997.32 
PFN PIMCO Income Strategy Fund II
+0.24%
+$611.4 
ASML ASML Holding N.V. New York Registry Shares
+0.23%
+$4,653.66 
RSG Republic Services, Inc.
+0.23%
+$1,010.9 
GLD SPDR Gold Shares
+0.21%
+$1,085.69 
BEP Brookfield Renewable Partners L.P.
+0.21%
+$688.32 
SBUX Starbucks Corporation
+0.21%
+$1,513.4 
MCD McDonald's Corporation
+0.18%
+$1,479.63 
ABEV Ambev S.A.
+0.15%
+$1,246.24 
CGSD Capital Group Short Duration Income ETF
+0.12%
+$606.09 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.1%
+$307.45 
TLT iShares 20+ Year Treasury Bond ETF
+0.1%
+$905 
CGBL Capital Group Core Balanced ETF
+0.09%
+$2,567.14 
CGDV Capital Group Dividend Value ETF
+0.08%
+$1,679.48 
LVS Las Vegas Sands Corp.
+0.08%
+$529.53 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.07%
+$132 
NVDA NVIDIA Corporation
+0.06%
+$1,630.87 
CGCP Capital Group Core Plus Income ETF
+0.05%
+$104.83 
TGT Target Corporation
+0.04%
+$536.05 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.04%
+$271.54 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$127.88 
NEAR iShares Short Maturity Bond ETF
+0.04%
+$113.08 
SHV iShares Short Treasury Bond ETF
+0.04%
+$478.48 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$3,370.43 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$182.2 
CGSM Capital Group Short Duration Municipal Income ETF
+0.02%
+$47.45 
CGMU Capital Group Municipal Income ETF
+0.02%
+$50.98 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NXRT NexPoint Residential Trust Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 7840
78409V112
0%
$0 
TE T1 Energy Inc.
-5.54%
-$2,426.39 
LRCX Lam Research Corporation
-3.15%
-$5,203.27 
PLTR Palantir Technologies Inc.
-3.06%
-$26,726.8 
CRM Salesforce Inc
-2.88%
-$23,813.4 
FRMI Fermi Inc.
-2.8%
-$27,969.52 
RMTI Rockwell Medical, Inc.
-2.51%
-$283.36 
AMAT Applied Materials, Inc.
-2.08%
-$6,365.29 
ANET Arista Networks, Inc.
-2.01%
-$15,110.19 
META Meta Platforms Inc Class A
-1.88%
-$81,930.09 
AVGO Broadcom Inc.
-1.85%
-$11,257.2 
COIN Coinbase Global, Inc.
-1.67%
-$22,417.56 
UNH UnitedHealth Group Incorporated
-1.45%
-$16,542.12 
XLK State Street Technology Select Sector SPDR ETF
-1.34%
-$12,969.06 
GOOGL Alphabet Inc
-1.27%
-$14,920.24 
SPCX Space Exploration Technologies Corp. Class A
-1.25%
-$8,152.95 
CSCO Cisco Systems, Inc.
-1.24%
-$7,669.04 
NOK Nokia Corporation Sponsored ADR
-1.2%
-$2,524.25 
GOOG Alphabet Inc
-1.16%
-$52,588.37 
QQQ Invesco QQQ Trust, Series 1
-0.98%
-$3,317.6 
EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
-0.91%
-$2,394.14 
MSFT Microsoft Corp.
-0.86%
-$97,152.45 
CGGR Capital Group Growth ETF
-0.78%
-$77,329.63 
APH Amphenol Corporation
-0.77%
-$17,607.24 
RL Ralph Lauren Corporation
-0.75%
-$3,017.86 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.75%
-$1,614.14 
IBM International Business Machines Corporation
-0.65%
-$8,963.44 
IEMG iShares Core MSCI Emerging Markets ETF
-0.59%
-$2,024.44 
DE Deere & Company
-0.56%
-$1,606.44 
XLC Communication Services Select Sector SPDR Fund
-0.51%
-$3,685.18 
JFR Nuveen Floating Rate Income Fund
-0.48%
-$457.45 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.36%
-$1,070 
TSLA Tesla, Inc.
-0.33%
-$27,020.63 
FSLR First Solar, Inc.
-0.31%
-$10,767.68 
NVO Novo Nordisk A/S Sponsored ADR
-0.29%
-$1,126.31 
CGGO Capital Group Global Growth Equity ETF
-0.29%
-$18,123.05 
IWM iShares Russell 2000 ETF
-0.28%
-$797.17 
NTES NetEase, Inc. American Depositary Receipt
-0.28%
-$720.3 
KT KT Corporation
-0.24%
-$1,908.9 
VST Vistra Corp
-0.14%
-$4,075.47 
MLI Mueller Industries Inc.
-0.13%
-$271.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$245.22 
VOO Vanguard S&P 500 ETF
-0.08%
-$510.12 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.08%
-$622.18 
ASA ASA Gold and Precious Metals Limited
-0.07%
-$1,088.4 
VHT Vanguard Health Care ETF
-0.07%
-$219.83 
SPY SPDR S&P 500 ETF Trust
-0.07%
-$1,945.92 
CGXU Capital Group International Focus Equity ETF
-0.06%
-$1,312.22 
AMZN Amazon.com Inc
-0.05%
-$2,853.84 
CGUS Capital Group Core Equity ETF
-0.04%
-$7,403.24 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
-0.03%
-$62.5 
KORP American Century Diversified Corporate Bond ETF
-0.01%
-$30.32 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1456 | Longs Won 1054/1456 72% | Profit Factor 9.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $377,174.98 |
| Average Win $88,986.59 | Best Trade (Oct 16) $10.33M | Sharpe Ratio -87.34 |
| Average Loss -$23,961.74 | Worst Trade (Oct 16) -$1.73M | Z-Score 16.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $57,801.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 768 | $312,776 | $312,776 | - | - | - | 0.0 |
| AAPL Apple Inc. | 72,811 | $14.22M | $25.14M | - | $10.92M | 76.77% | +0.968% |
| ABBV AbbVie Inc. | 10,770 | $1.69M | $3.08M | - | $1.39M | 82.1% | +0.826% |
| ABEV Ambev S.A. | 249,248 | $601,522.25 | $813,794.72 | - | $212,272.47 | 35.29% | +0.153% |
| ABT Abbott Laboratories | 3,323 | $379,507.07 | $349,180.84 | - | -$30,326.23 | -7.99% | +0.382% |
| ADP Automatic Data Processing Inc. | 1,733 | $405,065.55 | $496,669.13 | - | $91,603.58 | 22.61% | +0.331% |
| AMAT Applied Materials, Inc. | 712 | $514,734 | $299,801.84 | - | -$214,932.16 | -41.76% | -2.079% |
| AMGN Amgen Inc. | 3,252 | $942,335.08 | $1.42M | - | $480,902.72 | 51.03% | +0.834% |
| AMZN Amazon.com Inc | 23,782 | $3.72M | $6.06M | - | $2.33M | 62.71% | -0.047% |
| ANET Arista Networks, Inc. | 4,051 | $466,359.19 | $736,674.39 | - | $270,315.2 | 57.96% | -2.01% |
| APD Air Products and Chemicals, Inc. | 878 | $231,602.1 | $264,005.82 | - | $32,403.72 | 13.99% | +1.379% |
| APH Amphenol Corporation | 27,948 | $943,097.3 | $2.26M | - | $1.32M | 139.62% | -0.773% |
| ASA ASA Gold and Precious Metals Limited | 27,210 | $409,782.21 | $1.47M | - | $1.06M | 257.64% | -0.074% |
| ASML ASML Holding N.V. New York Registry Shares | 1,210 | $1M | $2.01M | - | $1.01M | 100.11% | +0.232% |
| ATR AptarGroup, Inc. | 5,835 | $730,590 | $728,441.4 | - | -$2,148.6 | -0.29% | +0.467% |
| AVGO Broadcom Inc. | 1,770 | $391,588.98 | $598,206.9 | - | $206,617.92 | 52.76% | -1.847% |
| AXP American Express Company | 3,973 | $851,471.69 | $1.26M | - | $413,452.05 | 48.56% | +1.437% |
| B BARRICK MINING CORP Common Stock (ABR0) | 5,606 | $244,141 | $231,023.26 | - | -$13,117.74 | -5.37% | +1.628% |
| BEP Brookfield Renewable Partners L.P. | 11,472 | $301,484.56 | $329,361.12 | - | $27,876.56 | 9.25% | +0.209% |
| BHP BHP Group Ltd. | 12,710 | $780,415.59 | $1.08M | - | $299,108.26 | 38.33% | +2.455% |
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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 Teresa Douberly?
The largest contributions to the portfolio's profits come from the following stocks: Janus Henderson Short Duration Income ETF - $1.28M, Altria Group, Inc - $899,700.09, CF Industries Holdings, Inc - $661,359.18, Johnson & Johnson - $602,480.59, and Vistra Corp - $526,308.3. 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: Chegg Inc - $533,042.65, NexPoint Diversified Real Estate Trust - $261,498.65, National Fuel Gas Company - $209,291.05, QUALCOMM Incorporated - $201,919.89, and Target Corporation - $146,945.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Teresa Douberly's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.13M earned over time. The largest contributors to dividend income include Janus Henderson Short Duration Income ETF - $1.19M, Exxon Mobil Corporation - $436,694.51, Altria Group, Inc - $390,911.95, Verizon Communications Inc - $340,986.13, and Energy Transfer L.P - $306,413.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Teresa Douberly's monthly returns?
Teresa Douberly's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Teresa Douberly's strategy be considered aggressive or moderate?
Teresa Douberly's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Teresa Douberly's strategy?
Teresa Douberly's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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