BC
Brandon Collier Portfolio
Invests via Collier Financial | Managed by Brandon Collier
Invests via Collier Financial
Managed by Brandon Collier
Automatically Tracked
Brandon Collier Profile
Brandon Collier is a seasoned entrepreneur and operating executive with a strong focus on venture-building within the technology sector. His diverse professional journey has encompassed launching successful startups, guiding them through growth stages while securing significant investment partnerships. Notably, he has cultivated relationships across industry sectors that enhance business opportunities and strategic collaboration. With expertise in market analysis and operational leadership, he plays an influential role in shaping innovative solutions that meet emerging consumer demands. Brandon's track record of driving efficiencies and fostering sustainable practices further underscores his commitment to advancing businesses toward their full potential.
Brandon Collier is a seasoned entrepreneur and operating executive with a strong focus on venture-building within the technology sector. His diverse professional journey has encompassed launching successful startups, guiding them through growth stages while securing significant investment partnerships. Notably, he has cultivated relationships across industry sectors that enhance business opportunities and strategic collaboration. With expertise in market analysis and operational leadership, he plays an influential role in shaping innovative solutions that meet emerging consumer demands. Brandon's track record of driving efficiencies and fostering sustainable practices further underscores his commitment to advancing businesses toward their full potential.
Investment Philosophy & Strategy
Innovation remains at the core of Brandon Collier's investment strategy, reflecting his background in technology entrepreneurship. He prioritizes identifying high-potential startups poised for disruption, leveraging his extensive network to propel these ventures into scale-up phases. By fostering a collaborative environment with founders, he emphasizes operational excellence and agile methodologies to unlock value creation. The focus is on cultivating companies that not only respond effectively to market needs but also contribute meaningfully to their industries. His approach integrates a deep understanding of consumer behavior with strategic foresight, aiming for sustainable growth in an ever-evolving landscape.
Innovation remains at the core of Brandon Collier's investment strategy, reflecting his background in technology entrepreneurship. He prioritizes identifying high-potential startups poised for disruption, leveraging his extensive network to propel these ventures into scale-up phases. By fostering a collaborative environment with founders, he emphasizes operational excellence and agile methodologies to unlock value creation. The focus is on cultivating companies that not only respond effectively to market needs but also contribute meaningfully to their industries. His approach integrates a deep understanding of consumer behavior with strategic foresight, aiming for sustainable growth in an ever-evolving landscape.
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:
15.74%
Gain +1.38%
Monthly
0.85%
Yearly
10.65%
Drawdown
11.16%
$141.07M
Equity
Holdings
$141.07M
Investment
$121.91M
$20.56M
Profit +$2.04M
Realized
$1.39M
Unrealized
$19.17M
Dividends
$3.96M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.38%
Profit
$2.04M
Win %
77%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$202,992.16
Win %
77%
This Month
Compared to last month
Gain
-0.65%
Profit
-$916,054.38
Win %
77%
This Year
Compared to last year
Gain
3.85%
Profit
$5.33M
Win %
78%
AMD Advanced Micro Devices, Inc.
+8.14%
+$4,127.2 
XSD SPDR S&P Semiconductor ETF
+7.28%
+$16,382.2 
SMH VanEck Semiconductor ETF
+6.85%
+$430.21 
PANW Palo Alto Networks, Inc.
+6.27%
+$3,960 
FDX FedEx Corporation
+5.95%
+$569.4 
BA Boeing Company
+5.81%
+$1,117.8 
WHR Whirlpool Corporation
+5.6%
+$2.25 
GD General Dynamics Corporation
+5.41%
+$295.2 
GLW Corning Incorporated
+5.25%
+$855.54 
DHI D.R. Horton, Inc.
+5.02%
+$2,944 
TSLA Tesla, Inc.
+4.64%
+$955.26 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$19,191.51 
LMT Lockheed Martin Corporation
+4.42%
+$6,104.22 
AGI Alamos Gold Inc.
+4.33%
+$47.19 
IDMO Invesco S&P International Developed Momentum ETF
+4.33%
+$8,913.1 
AIQ Global X Artificial Intelligence & Technology ETF
+4.21%
+$3,719.82 
EFG iShares MSCI EAFE Growth ETF
+3.95%
+$1,641.5 
RTX RTX Corporation
+3.76%
+$640.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.67%
+$2,393.7 
AVGO Broadcom Inc.
+3.64%
+$4,034.92 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$377,133.94 
SBUX Starbucks Corporation
+3.6%
+$1,041.62 
RSPT Invesco S&P 500 Equal Weight ETF
+3.52%
+$2,553.36 
TGT Target Corporation
+3.51%
+$746.17 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
+3.47%
+$2,515.93 
IYW iShares U.S. Technology ETF
+3.37%
+$1,389.5 
SLYG SPDR S&P 600 Small Cap Growth ETF
+3.08%
+$74,760.75 
IWM iShares Russell 2000 ETF
+3.05%
+$4,595.66 
IEFA iShares Core MSCI EAFE ETF
+3.03%
+$9,024.62 
HEFA iShares Currency Hedged MSCI EAFE ETF
+2.79%
+$371.01 
SPHQ Invesco S&P 500 Quality ETF
+2.77%
+$116,767.95 
IBIT iShares Bitcoin Trust
+2.74%
+$92.16 
RDVY First Trust Rising Dividend Achievers ETF
+2.74%
+$1,254.42 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.7%
+$6,594.75 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
+2.62%
+$1,145.7 
EFV iShares MSCI EAFE Value ETF
+2.6%
+$1,163.09 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.59%
+$1,300.2 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.54%
+$1,131.6 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$6,915.48 
HD The Home Depot, Inc.
+2.5%
+$1,681.67 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$8,947.15 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$493.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.37%
+$189,721.45 
SPEM SPDR Portfolio Emerging Markets ETF
+2.36%
+$111,230.49 
CVS CVS Health Corporation
+2.32%
+$245.7 
IUSG iShares Core S&P U.S. Growth ETF
+2.28%
+$13,365.74 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.27%
+$2,335.19 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.22%
+$517,218.02 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.11%
+$2,519.43 
IWD iShares Russell 1000 Value ETF
+2%
+$2,709.01 
QYLD Global X Nasdaq 100 Covered Call ETF
+1.96%
+$15,737.86 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+1.96%
+$21,649.55 
DIS The Walt Disney Company
+1.92%
+$373.31 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$7,694.99 
MGC Vanguard Mega Cap ETF
+1.8%
+$726.56 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.8%
+$1,349.46 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+1.78%
+$4,956 
IVV iShares Core S&P 500 ETF
+1.77%
+$10,986.43 
SUSA iShares MSCI USA ESG Select ETF
+1.73%
+$507.27 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.73%
+$30,508.9 
GPIX S&P 500 Core Premium Income Fund
+1.66%
+$6,815.62 
RSP Invesco S&P 500 Equal Weight ETF
+1.61%
+$6,856.15 
IWF iShares Russell 1000 Growth ETF
+1.6%
+$92.16 
OEF iShares S&P 100 ETF
+1.57%
+$1,354.42 
DIVB iShares Core Dividend ETF
+1.57%
+$8,938.55 
AMZN Amazon.com Inc
+1.54%
+$358.68 
JPM JPMorgan Chase & Co.
+1.53%
+$898.7 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.44%
+$11.25 
QWLD SPDR MSCI World StrategicFactors ETF
+1.42%
+$862.43 
AAPL Apple Inc.
+1.41%
+$2,400.25 
XYLD Global X S&P 500 Covered Call ETF
+1.29%
+$1,602.68 
IGF iShares Global Infrastructure ETF
+1.26%
+$2,776.35 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.22%
+$1,206.13 
GII SPDR S&P Global Infrastructure ETF
+1.17%
+$261 
IUSV iShares Core S&P U.S. Value ETF
+1.14%
+$5,226.6 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.14%
+$583.05 
IVE ISHARES S&P 500 VALUE ETF
+1.12%
+$120.96 
BAX Baxter International Inc.
+1.11%
+$16.43 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.1%
+$200,030.82 
BAC Bank of America Corporation
+1.07%
+$342.23 
MMM 3M Company
+0.99%
+$528.7 
MCD McDonald's Corporation
+0.98%
+$193.2 
XLV Health Care Select Sector SPDR Fund
+0.86%
+$1,284.35 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.84%
+$29.86 
EQIN Columbia U.S. Equity Income ETF
+0.75%
+$1,799.11 
BLK BlackRock, Inc.
+0.7%
+$219.48 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.68%
+$94,253.85 
SPBO SPDR Portfolio Corporate Bond ETF
+0.68%
+$330.72 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$184.71 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$216.96 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.57%
+$184.59 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.56%
+$7,961.22 
GOVT iShares U.S. Treasury Bond ETF
+0.55%
+$8,692.87 
HYDB iShares High Yield Systematic Bond ETF
+0.55%
+$13.77 
ABT Abbott Laboratories
+0.51%
+$37.77 
USMV iShares MSCI USA Min Vol Factor ETF
+0.5%
+$42.27 
SRE Sempra
+0.48%
+$80.04 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.47%
+$47,229.28 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.46%
+$84,136 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
+0.42%
+$163.8 
IIGD Invesco Investment Grade Defensive ETF
+0.34%
+$389.04 
BINC iShares Flexible Income Active ETF
+0.32%
+$22.44 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.21%
+$97.01 
SKYY First Trust Cloud Computing ETF
+0.21%
+$528.92 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.21%
+$27.71 
JCPI J.P. Morgan Inflation Managed Bond Fund
+0.19%
+$280.35 
XEL Xcel Energy Inc.
+0.17%
+$61.88 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.15%
+$135.94 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$986 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$20.88 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$774.5 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$42.95 
GSY Invesco Ultra Short Duration ETF
+0.05%
+$13.43 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.04%
+$7.71 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.02%
+$9.62 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$105.27 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$118.54 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$69.62 
SSB
0%
$0 
ORCL Oracle Corporation
-8.32%
-$2,293.38 
SM SM Energy Company
-4.68%
-$19.95 
SPGI S&P Global Inc.
-2.93%
-$73,486.71 
CRM Salesforce Inc
-2.24%
-$364.32 
XLE Energy Select Sector SPDR Fund
-1.99%
-$1,234.24 
MSFT Microsoft Corp.
-1.81%
-$309.17 
EQR Equity Residential
-1.36%
-$379.96 
PSJ Invesco Dynamic Software ETF
-1.21%
-$5,023.2 
IXC iShares Global Energy ETF
-1.17%
-$219.52 
ZBH Zimmer Biomet Holdings, Inc.
-1.09%
-$3.84 
AUR Aurora Innovation, Inc.
-1.07%
-$207.22 
COST Costco Wholesale Corporation
-0.75%
-$280.44 
PG Procter & Gamble Co
-0.4%
-$183.6 
PEP PepsiCo, Inc.
-0.37%
-$13.5 
CI The Cigna Group
-0.34%
-$118.75 
WELL Welltower Inc.
-0.19%
-$124.64 
WMT Walmart Inc.
-0.12%
-$35.67 Events
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Dividends
Dividend Analysis
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| Trades 491 | Longs Won 383/491 78% | Profit Factor 7.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $376,773.73 |
| Average Win $61,457.35 | Best Trade (Jun 11) $7.13M | Sharpe Ratio -41.13 |
| Average Loss -$27,574.65 | Worst Trade (Mar 31) -$694,310.07 | Z-Score 13.71 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w | Expectancy $41,873.93 |
| 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% | 0.02% |
| Consecutive Losing Trades | 5,128 | 4,615 | 4,103 | 3,590 | 3,077 | 2,564 | 2,051 | 1,538 | 1,026 | 513 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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