DP
Doug Peabody Portfolio
Invests via Stegner Investment Associates Inc. | Managed by Beth Stegner Peabody, Ruth Wimsatt Trautwein
Invests via Stegner Investment Associates Inc.
Managed by Beth Stegner Peabody, Ruth Wimsatt Trautwein
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Doug Peabody Profile
Doug Peabody is an accomplished executive known for his strategic leadership in the technology sector. With a diverse background spanning over two decades, he has driven significant operational improvements and market expansion at various organizations. His experience includes building high-performing teams and spearheading innovative product launches that have transformed business capabilities. Doug's tenure includes pivotal roles in both startup environments and established corporations, showcasing his ability to adapt to rapidly changing markets while delivering consistent growth. Recognized for fostering collaboration between cross-functional units, he plays a crucial role in shaping competitive advantages within the industry.
Doug Peabody is an accomplished executive known for his strategic leadership in the technology sector. With a diverse background spanning over two decades, he has driven significant operational improvements and market expansion at various organizations. His experience includes building high-performing teams and spearheading innovative product launches that have transformed business capabilities. Doug's tenure includes pivotal roles in both startup environments and established corporations, showcasing his ability to adapt to rapidly changing markets while delivering consistent growth. Recognized for fostering collaboration between cross-functional units, he plays a crucial role in shaping competitive advantages within the industry.
Investment Philosophy & Strategy
In the realm of technology investing, Doug Peabody leverages his extensive operational expertise to identify transformative opportunities. His strategic foresight drives investment decisions that prioritize innovation and market adaptability. By emphasizing competitive differentiation, he not only evaluates startups but also seeks established firms with robust growth potential. Collaborating closely with management teams, he focuses on fostering scalable business models while honing in on disruptive trends within the sector. This entrepreneurial mindset underpins his approach, ensuring investments are well-positioned for both short-term performance and long-term sustainability.
In the realm of technology investing, Doug Peabody leverages his extensive operational expertise to identify transformative opportunities. His strategic foresight drives investment decisions that prioritize innovation and market adaptability. By emphasizing competitive differentiation, he not only evaluates startups but also seeks established firms with robust growth potential. Collaborating closely with management teams, he focuses on fostering scalable business models while honing in on disruptive trends within the sector. This entrepreneurial mindset underpins his approach, ensuring investments are well-positioned for both short-term performance and long-term sustainability.
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:
39.64%
Gain +0.44%
Monthly
0.79%
Yearly
9.94%
Drawdown
14.25%
$210.02M
Equity
Holdings
$210.02M
Investment
$114.65M
$111.8M
Profit +$1.2M
Realized
$16.43M
Unrealized
$95.36M
Dividends
$8.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$1.2M
Win %
90%
This Week
Compared To Last Week
Gain
-1.73%
Profit
-$3.7M
Win %
90%
This Month
Compared to last month
Gain
-1.33%
Profit
-$2.83M
Win %
90%
This Year
Compared to last year
Gain
6.02%
Profit
$12.7M
Win %
90%
IWN iShares Russell 2000 Value ETF
+1.17%
+$9,915.07 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$9,097.06 
IWD iShares Russell 1000 Value ETF
+1.02%
+$93,865.99 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$428,786.58 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$34,027.83 
IWM iShares Russell 2000 ETF
+0.9%
+$5,179.74 
HD The Home Depot, Inc.
+0.72%
+$1,488.24 
COST Costco Wholesale Corporation
+0.72%
+$2,194.86 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$26,338.12 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$1,547.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$5,193.52 
IVV iShares Core S&P 500 ETF
+0.58%
+$31,721.19 
VOO Vanguard S&P 500 ETF
+0.58%
+$54,839.5 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$5,219.81 
IWB iShares Russell 1000 ETF
+0.55%
+$45,585.48 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$8,467.54 
VONE Vanguard Russell 1000 ETF
+0.46%
+$104,346 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$337,859.5 
CWI SPDR MSCI ACWI ex-US ETF
+0.32%
+$1,214.59 
XOM Exxon Mobil Corporation
+0.28%
+$667.48 
OEF iShares S&P 100 ETF
+0.27%
+$1,149.38 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$5,933.33 
MSFT Microsoft Corp.
+0.1%
+$1,257.6 
KO The Coca-Cola Company
+0.1%
+$262.4 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$583.5 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$511.8 
MCD McDonald's Corporation
+0.01%
+$20.07 
Events
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Dividends
Dividend Analysis
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| Trades 421 | Longs Won 370/421 87% | Profit Factor 190.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.98M |
| Average Win $303,745.71 | Best Trade (Jun 12) $37.27M | Sharpe Ratio -11.54 |
| Average Loss -$11,580.41 | Worst Trade (Dec 30) -$136,480.96 | Z-Score 23.42 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m | Expectancy $265,547.06 |
| 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% | 0.18% | 5.06% |
| Consecutive Losing Trades | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
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Returns
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