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:
58.29%
Gain -0.46%
Monthly
1.44%
Yearly
18.78%
Drawdown
19.69%
$275.61M
Equity
Holdings
$275.61M
Investment
$202.66M
$79.95M
Profit -$951,395.81
Realized
$7M
Unrealized
$72.95M
Dividends
$10.4M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$951,395.81
Win %
75%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$1.84M
Win %
75%
This Month
Compared to last month
Gain
-0.34%
Profit
-$951,395.81
Win %
75%
This Year
Compared to last year
Gain
1.66%
Profit
$4.51M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$858,054.32 
GOOG Alphabet Inc
+6.88%
+$302,859.45 
GOOGL Alphabet Inc
+6.73%
+$75,678.96 
ANET Arista Networks, Inc.
+5.46%
+$37,795.85 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$20,734.78 
META Meta Platforms Inc Class A
+3.28%
+$104,435.71 
MTDR Matador Resources Company
+3.27%
+$40,038.78 
MSFT Microsoft Corp.
+3.02%
+$284,562.45 
NVDA NVIDIA Corporation
+2.93%
+$74,498.46 
DMLP Dorchester Minerals, L.P.
+2.45%
+$34,162.26 
FSLR First Solar, Inc.
+2.44%
+$96,524.65 
CVX Chevron Corporation
+2.35%
+$42,139.96 
BP BP p.l.c. Sponsored ADR
+2.26%
+$13,352 
CSCO Cisco Systems, Inc.
+2.14%
+$13,702.77 
HAL Halliburton Company
+1.93%
+$4,440.19 
CRM Salesforce Inc
+1.83%
+$11,101.72 
EAT Brinker International Inc.
+1.83%
+$10,183.68 
HWM Howmet Aerospace Inc.
+1.8%
+$12,713.97 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$10,638.94 
VZ Verizon Communications Inc.
+1.52%
+$32,459.7 
LMT Lockheed Martin Corporation
+1.5%
+$4,142.4 
MPLX MPLX LP
+1.46%
+$20,895 
GE General Electric Company
+1.42%
+$60,249.32 
NXDT NexPoint Diversified Real Estate Trust
+1.34%
+$789.78 
CAH Cardinal Health Inc.
+1.3%
+$2,948.15 
CGUS Capital Group Core Equity ETF
+1.29%
+$210,971.25 
RMTI Rockwell Medical, Inc.
+1.27%
+$127.51 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.27%
+$3,852 
ETB Eaton Vance Tax-Managed Buy-Write Income Fund
+1.24%
+$2,375 
COP ConocoPhillips
+1.22%
+$5,144.6 
AMAT Applied Materials, Inc.
+1.18%
+$4,200.81 
NTES NetEase, Inc. American Depositary Receipt
+1.04%
+$2,819.48 
XLE Energy Select Sector SPDR Fund
+1%
+$9,229.37 
ADP Automatic Data Processing Inc.
+0.98%
+$4,488.45 
UNP Union Pacific Corporation
+0.92%
+$5,011.61 
IBM International Business Machines Corporation
+0.86%
+$11,263.15 
GEV GE Vernova Inc.
+0.85%
+$32,350.83 
MCD McDonald's Corporation
+0.82%
+$7,570.23 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$7,618.3 
TSLA Tesla, Inc.
+0.76%
+$53,139.67 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.76%
+$1,452 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,464.55 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$20,783.39 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,549 
CAT Caterpillar Inc.
+0.7%
+$23,371.7 
BMY Bristol-Myers Squibb Company
+0.69%
+$10,555.65 
PLTR Palantir Technologies Inc.
+0.65%
+$3,487.99 
CGGR Capital Group Growth ETF
+0.65%
+$60,609.71 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,060.16 
CGDV Capital Group Dividend Value ETF
+0.63%
+$13,015.97 
BEP Brookfield Renewable Partners L.P.
+0.61%
+$2,294.4 
OZK Bank OZK
+0.61%
+$6,083.44 
ET Energy Transfer L.P.
+0.59%
+$9,669.72 
MO Altria Group, Inc.
+0.57%
+$12,827.49 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,183.71 
APH Amphenol Corporation
+0.55%
+$6,148.49 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$1,097.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,119.38 
JFR Nuveen Floating Rate Income Fund
+0.52%
+$522.8 
GM General Motors Company
+0.52%
+$2,862.58 
PSX Phillips 66
+0.51%
+$4,471.12 
SBR Sabine Royalty Trust
+0.48%
+$3,499.97 
OHI Omega Healthcare Investors Inc.
+0.46%
+$8,491.83 
PFE Pfizer Inc.
+0.4%
+$1,120.7 
RTX RTX Corporation
+0.39%
+$4,603.2 
AVGO Broadcom Inc.
+0.37%
+$2,548.8 
PG Procter & Gamble Co
+0.37%
+$7,162.42 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$44,111.76 
SNA Snap-on Inc.
+0.33%
+$2,101.22 
GD General Dynamics Corporation
+0.32%
+$3,600.22 
MRK Merck & Co., Inc.
+0.32%
+$886.03 
PFN PIMCO Income Strategy Fund II
+0.28%
+$815.2 
JPM JPMorgan Chase & Co.
+0.27%
+$12,306.48 
JNJ Johnson & Johnson
+0.21%
+$4,880.77 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$581.64 
CB Chubb Limited
+0.15%
+$1,300.62 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$585.08 
ISRG Intuitive Surgical, Inc.
+0.1%
+$247.31 
PMO Putnam Municipal Opportunities Fund
+0.1%
+$199 
NUE Nucor Corporation
+0.1%
+$277 
WMT Walmart Inc.
+0.09%
+$2,392.15 
ABT Abbott Laboratories
+0.09%
+$299.07 
ATR AptarGroup, Inc.
+0.07%
+$525.21 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$3,295.1 
USCI United States Commodity Index Fund
+0.05%
+$175.04 
DIS The Walt Disney Company
+0.03%
+$102.33 
SHV iShares Short Treasury Bond ETF
+0.03%
+$358.86 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$56.54 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$61.49 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$31.97 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 7840
78409V112
0%
$0 
FRMI Fermi Inc.
-15.45%
-$306,192.64 
COIN Coinbase Global, Inc.
-10.59%
-$126,886.39 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$44,366.8 
AAPL Apple Inc.
-7.35%
-$1.79M 
CHGG Chegg Inc.
-6.67%
-$2,596.09 
TSN Tyson Foods Inc.
-4.43%
-$34,265.22 
ASA ASA Gold and Precious Metals Limited
-3.72%
-$51,426.9 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$16,878.81 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$6,995.42 
SBSW Sibanye Stillwater Ltd - ADR
-2.75%
-$7,500 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$16,884.51 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$5,437.82 
ABBV AbbVie Inc.
-2.51%
-$69,681.9 
ICE Intercontinental Exchange, Inc.
-2.42%
-$9,186.96 
XLB Materials Select Sector SPDR Fund
-2.34%
-$12,557.38 
TE T1 Energy Inc.
-2.34%
-$1,495 
KT KT Corporation
-2.11%
-$16,543.8 
LVS Las Vegas Sands Corp.
-1.97%
-$17,297.98 
APD Air Products and Chemicals, Inc.
-1.77%
-$4,662.18 
PHM PulteGroup Inc.
-1.76%
-$5,584.22 
UNH UnitedHealth Group Incorporated
-1.68%
-$19,788.96 
NXRT NexPoint Residential Trust Inc.
-1.66%
-$10,805.96 
BHP BHP Group Ltd.
-1.64%
-$17,921.1 
LRCX Lam Research Corporation
-1.58%
-$2,796.51 
GLD SPDR Gold Shares
-1.49%
-$7,440.87 
OIA Invesco Municipal Income Opportunities Trust
-1.47%
-$3,102.3 
RL Ralph Lauren Corporation
-1.44%
-$5,698.11 
BKH Black Hills Corporation
-1.41%
-$12,928.5 
LUV Southwest Airlines Co.
-1.38%
-$2,817.99 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$27,152.33 
NNN NNN REIT, Inc.
-1.29%
-$16,736.9 
MDLZ Mondelez International, Inc.
-1.22%
-$2,982.99 
F Ford Motor Company
-1.21%
-$10,895.94 
SHW The Sherwin-Williams Company
-1.16%
-$3,092.24 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$3,060.54 
DE Deere & Company
-1.13%
-$3,026 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$59,014.65 
TXN Texas Instruments Inc
-1.08%
-$22,028.03 
KO The Coca-Cola Company
-1.02%
-$21,835.8 
XOM Exxon Mobil Corporation
-0.97%
-$63,905.04 
EWJ iShares MSCI Japan ETF
-0.96%
-$2,613.6 
VGM Invesco Trust for Investment Grade Municipals
-0.88%
-$4,177.89 
PGR Progressive Corporation
-0.87%
-$15,806.28 
FE FirstEnergy Corp.
-0.82%
-$2,673.6 
VHT Vanguard Health Care ETF
-0.76%
-$2,143.43 
ED Consolidated Edison, Inc.
-0.74%
-$15,070.05 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$2,056.5 
BLK BlackRock, Inc.
-0.73%
-$6,423.89 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$5,881.26 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,139.18 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$1,572.44 
MLI Mueller Industries Inc.
-0.67%
-$1,528.2 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$6,332.7 
AMGN Amgen Inc.
-0.64%
-$8,064.99 
PM Philip Morris International Inc.
-0.61%
-$6,806.18 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$4,211.74 
SBUX Starbucks Corporation
-0.57%
-$4,540.2 
BKE Buckle Inc.
-0.55%
-$4,341.57 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$11,809.98 
LLY Eli Lilly and Company
-0.53%
-$5,455.7 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$3,479.21 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$4,521.69 
IWM iShares Russell 2000 ETF
-0.47%
-$1,420.57 
PEP PepsiCo, Inc.
-0.46%
-$1,798.4 
CGMU Capital Group Municipal Income ETF
-0.44%
-$1,223.52 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,382.8 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$2,222.33 
HD The Home Depot, Inc.
-0.42%
-$3,661.31 
VMO Invesco Municipal Opportunity Trust
-0.41%
-$1,947.6 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$1,888.9 
AXP American Express Company
-0.38%
-$5,045.67 
RSG Republic Services, Inc.
-0.37%
-$1,516.32 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$39,321.62 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$3,009.27 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$3,097.4 
ABEV Ambev S.A.
-0.32%
-$2,492.48 
SWKS Skyworks Solutions Inc.
-0.32%
-$1,829.6 
CGSM Capital Group Short Duration Municipal Income ETF
-0.3%
-$759.2 
VST Vistra Corp
-0.29%
-$8,345.01 
COST Costco Wholesale Corporation
-0.24%
-$1,030.55 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,944.03 
EPD Enterprise Products Partners L.P.
-0.18%
-$739.14 
EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
-0.17%
-$488.6 
KORP American Century Diversified Corporate Bond ETF
-0.13%
-$363.9 
XLF Financial Select Sector SPDR Fund
-0.1%
-$725.88 
CGBL Capital Group Core Balanced ETF
-0.05%
-$1,466.94 
V Visa Inc. Class A
-0.04%
-$390.43 
TGT Target Corporation
-0.01%
-$164.78 Events
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Dividends
Dividend Analysis
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| Trades 1456 | Longs Won 1069/1456 73% | Profit Factor 10.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $329,123.69 |
| Average Win $82,794.61 | Best Trade (Sep 01) $8.7M | Sharpe Ratio -10.53 |
| Average Loss -$22,115.2 | Worst Trade (Sep 01) -$1.29M | Z-Score 17.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 3d | Expectancy $54,909.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 768 | $312,776 | $312,776 | - | - | - | 0.0 |
| AAPL Apple Inc. | 72,811 | $14.22M | $22.49M | - | $8.27M | 58.14% | -7.354% |
| ABBV AbbVie Inc. | 10,770 | $1.69M | $2.7M | - | $1.01M | 59.92% | -2.513% |
| ABEV Ambev S.A. | 249,248 | $601,522.25 | $775,161.28 | - | $173,639.03 | 28.87% | -0.321% |
| ABT Abbott Laboratories | 3,323 | $379,507.07 | $351,241.1 | - | -$28,265.97 | -7.45% | +0.085% |
| ADP Automatic Data Processing Inc. | 1,733 | $405,065.55 | $461,775.16 | - | $56,709.61 | 14% | +0.982% |
| AMAT Applied Materials, Inc. | 712 | $514,734 | $361,461.05 | - | -$153,272.95 | -29.78% | +1.176% |
| AMGN Amgen Inc. | 3,252 | $942,335.08 | $1.25M | - | $310,205.24 | 32.92% | -0.64% |
| AMZN Amazon.com Inc | 23,782 | $3.72M | $6.46M | - | $2.74M | 73.53% | +15.321% |
| ANET Arista Networks, Inc. | 4,051 | $466,359.19 | $730,597.89 | - | $264,238.7 | 56.66% | +5.456% |
| APD Air Products and Chemicals, Inc. | 878 | $231,602.1 | $258,913.43 | - | $27,311.33 | 11.79% | -1.769% |
| APH Amphenol Corporation | 13,974 | $943,083.33 | $1.12M | - | $179,727.57 | 19.06% | +0.551% |
| ASA ASA Gold and Precious Metals Limited | 27,210 | $409,782.21 | $1.33M | - | $921,603.09 | 224.9% | -3.719% |
| ASML ASML Holding N.V. New York Registry Shares | 1,210 | $1M | $1.97M | - | $966,567.65 | 96.22% | -1.359% |
| ATR AptarGroup, Inc. | 5,835 | $730,590 | $781,656.66 | - | $51,066.66 | 6.99% | +0.067% |
| AVGO Broadcom Inc. | 1,770 | $391,588.98 | $689,025.6 | - | $297,436.62 | 75.96% | +0.371% |
| AXP American Express Company | 3,973 | $851,471.69 | $1.34M | - | $484,449.56 | 56.9% | -0.376% |
| B BARRICK MINING CORP Common Stock (ABR0) | 5,606 | $244,141 | $205,908.38 | - | -$38,232.62 | -15.66% | -2.573% |
| BEP Brookfield Renewable Partners L.P. | 11,472 | $301,484.56 | $376,969.92 | - | $75,485.36 | 25.04% | +0.612% |
| BHP BHP Group Ltd. | 12,710 | $780,415.59 | $1.07M | - | $293,452.31 | 37.6% | -1.641% |
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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 - $1.19M, Altria Group, Inc - $863,191.08, CF Industries Holdings, Inc - $661,359.18, Johnson & Johnson - $590,140.53, and Vistra Corp - $521,844.69. 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 - $261,893.54, 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 $10.4M earned over time. The largest contributors to dividend income include Janus Henderson Short Duration Income ETF - $1.11M, Exxon Mobil Corporation - $393,673.47, Altria Group, Inc - $354,402.94, Verizon Communications Inc - $308,178.65, 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.
