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:
91.93%
Gain +6.05%
Monthly
1.3%
Yearly
16.77%
Drawdown
20.98%
$217.37M
Equity
Holdings
$217.37M
Investment
$114.07M
$121.52M
Profit +$9.38M
Realized
$18.22M
Unrealized
$103.3M
Dividends
$8.95M
Goals
Avg. 83.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
6.05%
Profit
$9.38M
Win %
89%
This Week
Compared To Last Week
Gain
3.99%
Profit
$8.34M
Win %
89%
This Month
Compared to last month
Gain
3.99%
Profit
$8.34M
Win %
89%
This Year
Compared to last year
Gain
3.35%
Profit
$7.04M
Win %
89%
MSFT Microsoft Corp.
+3.02%
+$39,566.07 
MRVL Marvell Technology, Inc.
+2.32%
+$4,340.94 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$1.17M 
OEF iShares S&P 100 ETF
+0.95%
+$4,017.05 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$46,103.47 
MCD McDonald's Corporation
+0.82%
+$2,206.61 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,924.2 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,594.94 
VOO Vanguard S&P 500 ETF
+0.71%
+$67,598.3 
IVV iShares Core S&P 500 ETF
+0.69%
+$38,722.56 
IWB iShares Russell 1000 ETF
+0.64%
+$47,023.26 
VONE Vanguard Russell 1000 ETF
+0.64%
+$143,397.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,559 
IWD iShares Russell 1000 Value ETF
+0.44%
+$42,616.23 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$952.32 
AAPL Apple Inc.
-7.35%
-$81,455.44 
KO The Coca-Cola Company
-1.02%
-$2,952 
XOM Exxon Mobil Corporation
-0.97%
-$2,490.84 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$9,581.69 
IWM iShares Russell 2000 ETF
-0.47%
-$1,797.26 
HD The Home Depot, Inc.
-0.42%
-$884.05 
AXP American Express Company
-0.38%
-$825.49 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$4,350.35 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$3,214.17 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$1,221.36 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$126,318.49 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,305.11 
IWN iShares Russell 2000 Value ETF
-0.25%
-$2,147.67 
COST Costco Wholesale Corporation
-0.24%
-$715.91 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$7,238.54 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$6,523.57 Events
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Dividends
Dividend Analysis
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| Trades 442 | Longs Won 392/442 88% | Profit Factor 192.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.07M |
| Average Win $311,622.89 | Best Trade (Aug 10) $39.84M | Sharpe Ratio -12.24 |
| Average Loss -$12,703 | Worst Trade (Dec 30) -$136,480.96 | Z-Score 27.82 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 3w | Expectancy $274,934.44 |
| 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% | 0.21% | 5.42% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Doug Peabody?
The largest contributions to the portfolio's profits come from the following stocks: ISHARES S&P 500 GROWTH ETF (3IS8) - $6.72M, iShares Russell Mid-Cap ETF - $5.23M, iShares Russell 1000 ETF - $3.42M, iShares Russell 2000 ETF - $2.09M, and iShares MSCI EAFE Value ETF - $1.57M. 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: Microsoft Corp - $49,059.57, SPDR MSCI ACWI ex-US ETF - $31,823.59, Aeye, Inc - $14,706, Roper Technologies Inc - $1,833.77, and iShares MSCI Emerging Markets ETF - $1,281.85. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Doug Peabody's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.95M earned over time. The largest contributors to dividend income include iShares Russell Mid-Cap ETF - $2.22M, ISHARES S&P 500 GROWTH ETF (3IS8) - $2M, Vanguard Russell 1000 ETF - $1.05M, iShares Russell 1000 ETF - $544,179.5, and iShares MSCI EAFE Value ETF - $520,977.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Doug Peabody's monthly returns?
Doug Peabody'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 Doug Peabody's strategy be considered aggressive or moderate?
Doug Peabody'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 Doug Peabody's strategy?
Doug Peabody's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
