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:
20.3%
Gain -0.21%
Monthly
0.91%
Yearly
11.54%
Drawdown
11.14%
$146.08M
Equity
Holdings
$146.08M
Investment
$127.17M
$23.19M
Profit -$278,349.89
Realized
$4.28M
Unrealized
$18.91M
Dividends
$4.93M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$278,349.89
Win %
69%
This Week
Compared To Last Week
Gain
-1.04%
Profit
-$1.54M
Win %
69%
This Month
Compared to last month
Gain
-0.83%
Profit
-$1.22M
Win %
69%
This Year
Compared to last year
Gain
0.03%
Profit
$39,615.97
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$3,535.84 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$1,639.1 
MSFT Microsoft Corp.
+3.02%
+$585.66 
SM SM Energy Company
+2.81%
+$11.57 
GLW Corning Incorporated
+2.24%
+$81.81 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$44.7 
SKYY First Trust Cloud Computing ETF
+2.12%
+$5,518.26 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$5,214.62 
PANW Palo Alto Networks, Inc.
+1.89%
+$1,476 
CRM Salesforce Inc
+1.83%
+$314.45 
ORCL Oracle Corporation
+1.81%
+$318.78 
LMT Lockheed Martin Corporation
+1.5%
+$1,993.53 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$304,768.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$1,501.44 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$7,990.41 
XLE Energy Select Sector SPDR Fund
+1%
+$627.76 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$201.6 
OEF iShares S&P 100 ETF
+0.95%
+$837.32 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$1,789.72 
MGC Vanguard Mega Cap ETF
+0.87%
+$77.88 
MCD McDonald's Corporation
+0.82%
+$154 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$673.63 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$38,524.59 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$113.92 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,272.62 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,413.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$11,910.92 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$668.03 
IXC iShares Global Energy ETF
+0.63%
+$121.8 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$2,750.59 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$2,190.45 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$3,655.04 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$412.42 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,689.74 
XYLD Global X S&P 500 Covered Call ETF
+0.49%
+$380 
AVLC Avantis U.S. Large Cap Equity ETF
+0.46%
+$586.71 
IYW iShares U.S. Technology ETF
+0.46%
+$176.04 
IWD iShares Russell 1000 Value ETF
+0.44%
+$741.48 
RTX RTX Corporation
+0.39%
+$80.64 
AVGO Broadcom Inc.
+0.37%
+$393.12 
PG Procter & Gamble Co
+0.37%
+$162.18 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$66.96 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$36.83 
BAC Bank of America Corporation
+0.36%
+$128.7 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$287.8 
GD General Dynamics Corporation
+0.32%
+$19.52 
SMH VanEck Semiconductor ETF
+0.3%
+$17.93 
JPM JPMorgan Chase & Co.
+0.27%
+$178.6 
DIVB iShares Core Dividend ETF
+0.26%
+$1,385.33 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$25.44 
QWLD SPDR MSCI World StrategicFactors ETF
+0.22%
+$140.41 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$12.3 
EQIN Columbia U.S. Equity Income ETF
+0.14%
+$351.07 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$71.5 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$4,676.4 
MMM 3M Company
+0.12%
+$71.82 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$40.23 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$218.28 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$3,363.12 
WMT Walmart Inc.
+0.09%
+$24.6 
ABT Abbott Laboratories
+0.09%
+$7.47 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$8.62 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$19.3 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$388.65 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4.36 
DIS The Walt Disney Company
+0.03%
+$5.91 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$181.46 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$220.48 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$7.85 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$14,319.68 
CI The Cigna Group
-2.99%
-$1,007.37 
IBIT iShares Bitcoin Trust
-2.89%
-$101.76 
BAX Baxter International Inc.
-2.21%
-$43.07 
BA Boeing Company
-2.15%
-$209.44 
AGI Alamos Gold Inc.
-2.01%
-$18.81 
AMD Advanced Micro Devices, Inc.
-1.9%
-$1,034.88 
DHI D.R. Horton, Inc.
-1.7%
-$988 
WHR Whirlpool Corporation
-1.5%
-$0.57 
SRE Sempra
-1.15%
-$189.52 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$4.12 
EQR Equity Residential
-1%
-$58.29 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$8 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$328.29 
CVS CVS Health Corporation
-0.75%
-$85.32 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$104.3 
SPGI S&P Global Inc.
-0.74%
-$18,109.99 
BLK BlackRock, Inc.
-0.73%
-$247.38 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$75,834.15 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$655.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$446.5 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-0.65%
-$502.65 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,126.88 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$943.81 
SBUX Starbucks Corporation
-0.57%
-$175.8 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$257.57 
WELL Welltower Inc.
-0.51%
-$76.16 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$7,364.64 
IWM iShares Russell 2000 ETF
-0.47%
-$676.93 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.47%
-$217.08 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$19,756 
AVDE Avantis International Equity ETF
-0.46%
-$296.52 
PEP PepsiCo, Inc.
-0.46%
-$16 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$49,465 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.43%
-$4,443.45 
HD The Home Depot, Inc.
-0.42%
-$266.88 
GII SPDR S&P Global Infrastructure ETF
-0.38%
-$87 
FDX FedEx Corporation
-0.37%
-$34.5 
JCPI J.P. Morgan Inflation Managed Bond Fund
-0.29%
-$436.8 
IGF iShares Global Infrastructure ETF
-0.28%
-$659.49 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$4,416.54 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$8,805.6 
COST Costco Wholesale Corporation
-0.24%
-$86.64 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,050.5 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$70.4 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$40,877.04 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$101.76 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$64.3 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$22.05 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$697.83 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$130.22 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$33,067.67 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$5.44 
IIGD Invesco Investment Grade Defensive ETF
-0.12%
-$135.9 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$267.36 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$9,469.62 
BINC iShares Flexible Income Active ETF
-0.08%
-$5.52 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$34.5 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$60.48 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$440.7 
XEL Xcel Energy Inc.
-0.04%
-$2.97 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$92.73 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$111.01 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$9.74 
TGT Target Corporation
-0.01%
-$3.32 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$3.43 Events
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Dividends
Dividend Analysis
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| Trades 580 | Longs Won 438/580 75% | Profit Factor 7.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $352,958.01 |
| Average Win $61,725.7 | Best Trade (Aug 14) $7.56M | Sharpe Ratio -9.77 |
| Average Loss -$27,077.77 | Worst Trade (Mar 31) -$694,310.07 | Z-Score 8.66 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 1d | Expectancy $39,984.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 5,405 | 4,865 | 4,324 | 3,784 | 3,243 | 2,703 | 2,162 | 1,622 | 1,081 | 541 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 584 | $146,250.79 | $180,403.44 | - | $34,152.65 | 23.35% | -7.354% |
| ABT Abbott Laboratories | 83 | $11,117 | $8,773.1 | - | -$2,343.9 | -21.08% | +0.085% |
| AGI Alamos Gold Inc. | 33 | $609 | $918.39 | - | $309.39 | 50.8% | -2.007% |
| AIQ Global X Artificial Intelligence & Technology ETF | 1,439 | $56,559.32 | $84,742.71 | - | $28,183.39 | 49.83% | +0.341% |
| AMD Advanced Micro Devices, Inc. | 112 | $22,784 | $53,328.8 | - | $30,544.8 | 134.06% | -1.904% |
| AMZN Amazon.com Inc | 98 | $20,410 | $26,614.84 | - | $6,204.84 | 30.4% | +15.321% |
| AVDE Avantis International Equity ETF | 706 | $62,977 | $64,394.26 | - | $1,417.26 | 2.25% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 447 | $43,097 | $40,010.97 | - | -$3,086.03 | -7.16% | +0.101% |
| AVGO Broadcom Inc. | 273 | $63,404.71 | $106,273.44 | - | $42,868.73 | 67.61% | +0.371% |
| AVLC Avantis U.S. Large Cap Equity ETF | 1,431 | $128,770 | $127,673.82 | - | -$1,096.18 | -0.85% | +0.462% |
| AVLV Avantis U.S. Large Cap Value ETF | 550 | $50,196 | $50,688 | - | $492 | 0.98% | +0.141% |
| AVUV Avantis U.S. Small Cap Value ETF | 109 | $13,608 | $13,655.52 | - | $47.52 | 0.35% | +0.032% |
| BA Boeing Company | 44 | $8,756.96 | $9,510.16 | - | $753.2 | 8.6% | -2.155% |
| BAC Bank of America Corporation | 585 | $25,731.25 | $36,240.75 | - | $10,509.5 | 40.84% | +0.356% |
| BAX Baxter International Inc. | 73 | $2,129 | $1,909.68 | - | -$219.32 | -10.3% | -2.206% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 12,955 | $1.19M | $1.19M | - | $1,931.87 | 0.16% | +0.033% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 9,073 | $899,824.49 | $902,219.12 | - | $2,394.63 | 0.27% | +0.02% |
| BINC iShares Flexible Income Active ETF | 138 | $7,181.56 | $7,174.62 | - | -$6.94 | -0.1% | -0.077% |
| BLK BlackRock, Inc. | 31 | $31,748 | $33,802.09 | - | $2,054.09 | 6.47% | -0.727% |
| BRK-A Berkshire Hathaway Inc. | 1 | $680,920 | $766,600 | - | $85,680 | 12.58% | +0.21% |
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FAQ
Which stocks have generated the highest profits for Brandon Collier?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $1.63M, State Street Technology Select Sector SPDR ETF - $1.09M, SPDR Portfolio Intermediate Term Treasury ETF - $854,667.55, SPDR Portfolio Mortgage Backed Bond ETF - $779,093.24, and SPDR Portfolio Developed World ex-US ETF - $756,061.82. 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: ISHARES S&P 500 GROWTH ETF (3IS8) - $676,013.73, iShares Core S&P 500 ETF - $323,206.54, State Street SPDR Portfolio S&P 500 ETF - $322,518.95, iShares U.S. Equity Factor Rotation Active ETF - $293,519.59, and iShares U.S. Technology ETF - $281,193.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brandon Collier's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.93M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Treasury ETF - $854,667.55, SPDR Portfolio Mortgage Backed Bond ETF - $744,331.44, SPDR Portfolio Intermediate Term Corporate Bond ETF - $629,514.09, SPDR Portfolio Developed World ex-US ETF - $491,550.31, and SPDR Portfolio S&P 500 Value ETF - $296,936.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brandon Collier's monthly returns?
Brandon Collier's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Brandon Collier's strategy be considered aggressive or moderate?
Brandon Collier'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 Brandon Collier's strategy?
Brandon Collier'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.
