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:
17.21%
Gain -1.41%
Monthly
0.85%
Yearly
10.72%
Drawdown
11.15%
$140.26M
Equity
Holdings
$140.26M
Investment
$121.91M
$19.74M
Profit -$1.83M
Realized
$1.39M
Unrealized
$18.35M
Dividends
$4.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.41%
Profit
-$1.83M
Win %
73%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$910,676.39
Win %
73%
This Month
Compared to last month
Gain
-1.37%
Profit
-$1.95M
Win %
73%
This Year
Compared to last year
Gain
6.97%
Profit
$9.14M
Win %
75%
AMD Advanced Micro Devices, Inc.
+3.49%
+$1,939.28 
AVGO Broadcom Inc.
+3.05%
+$3,374.85 
IBIT iShares Bitcoin Trust
+2.19%
+$76.32 
CRM Salesforce Inc
+2.09%
+$338.91 
MSFT Microsoft Corp.
+2.04%
+$346.15 
AUR Aurora Innovation, Inc.
+1.73%
+$334.74 
ABT Abbott Laboratories
+1.73%
+$144.42 
AIQ Global X Artificial Intelligence & Technology ETF
+1.68%
+$1,417.41 
IGPT Invesco AI and Next Gen Software ETF
+1.58%
+$6,115.2 
RTX RTX Corporation
+1.57%
+$291.84 
AMZN Amazon.com Inc
+1.37%
+$331.24 
SKYY First Trust Cloud Computing ETF
+1.36%
+$3,504.09 
SMH VanEck Semiconductor ETF
+1.28%
+$78.32 
SM SM Energy Company
+1.13%
+$4.62 
XSD SPDR S&P Semiconductor ETF
+1.13%
+$2,278.56 
RYT Invesco S&P 500 Equal Weight ETF
+1.13%
+$812.71 
CI The Cigna Group
+1.12%
+$367.38 
XLE Energy Select Sector SPDR Fund
+1.1%
+$675.64 
GD General Dynamics Corporation
+0.97%
+$57.44 
IYW iShares U.S. Technology ETF
+0.95%
+$397.25 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.9%
+$2,432.73 
IEMG iShares Core MSCI Emerging Markets ETF
+0.8%
+$3,381.89 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.78%
+$186,034.94 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.76%
+$800.52 
IXC iShares Global Energy ETF
+0.72%
+$132.06 
MMM 3M Company
+0.66%
+$358.7 
IUSG iShares Core S&P U.S. Growth ETF
+0.65%
+$3,902.4 
LMT Lockheed Martin Corporation
+0.64%
+$857.38 
IWF iShares Russell 1000 Growth ETF
+0.63%
+$36.24 
VWO Vanguard FTSE Emerging Markets ETF
+0.46%
+$95.4 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.32%
+$892.08 
SPEM SPDR Portfolio Emerging Markets ETF
+0.3%
+$14,020.65 
MOAT VanEck Morningstar Wide Moat Fund
+0.28%
+$152.1 
OEF iShares S&P 100 ETF
+0.23%
+$201.24 
WELL Welltower Inc.
+0.23%
+$167.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.22%
+$275.85 
USMV iShares MSCI USA Min Vol Factor ETF
+0.22%
+$19.14 
PANW Palo Alto Networks, Inc.
+0.21%
+$183.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.21%
+$3,826.54 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
+0.2%
+$154.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$832.2 
IVV iShares Core S&P 500 ETF
+0.17%
+$1,106.28 
CVS CVS Health Corporation
+0.15%
+$17.28 
GPIX S&P 500 Core Premium Income Fund
+0.14%
+$612.64 
MGC Vanguard Mega Cap ETF
+0.14%
+$59.28 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$21.24 
SUSA iShares MSCI USA ESG Select ETF
+0.09%
+$25.61 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$618.19 
AGI Alamos Gold Inc.
+0.07%
+$0.66 
SPHQ Invesco S&P 500 Quality ETF
+0.07%
+$3,006.9 
TGT Target Corporation
+0.03%
+$6.64 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$208.86 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$99.31 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$59.27 
WHR Whirlpool Corporation
-4.08%
-$1.56 
DHI D.R. Horton, Inc.
-2.94%
-$1,760 
ORCL Oracle Corporation
-2.72%
-$471.28 
AAPL Apple Inc.
-2.69%
-$5,232.63 
FDX FedEx Corporation
-1.99%
-$186.6 
PEP PepsiCo, Inc.
-1.98%
-$67.75 
TSLA Tesla, Inc.
-1.96%
-$403.38 
HD The Home Depot, Inc.
-1.89%
-$1,350.4 
WMT Walmart Inc.
-1.75%
-$492 
BA Boeing Company
-1.68%
-$330.28 
BAX Baxter International Inc.
-1.5%
-$24.82 
SRE Sempra
-1.41%
-$239.2 
DIS The Walt Disney Company
-1.3%
-$251.18 
BLK BlackRock, Inc.
-1.11%
-$370.76 
ZBH Zimmer Biomet Holdings, Inc.
-1.05%
-$3.82 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-1.03%
-$806.66 
BAC Bank of America Corporation
-1%
-$359.77 
SBUX Starbucks Corporation
-0.86%
-$266.63 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.76%
-$746.65 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.75%
-$333.66 
XYLD Global X S&P 500 Covered Call ETF
-0.74%
-$949.16 
COST Costco Wholesale Corporation
-0.68%
-$242.06 
PG Procter & Gamble Co
-0.65%
-$299.88 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.59%
-$4,789.78 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.56%
-$287.95 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$865.97 
JPM JPMorgan Chase & Co.
-0.51%
-$328.7 
IDMO Invesco S&P International Developed Momentum ETF
-0.5%
-$1,073.21 
IIGD Invesco Investment Grade Defensive ETF
-0.49%
-$553.8 
EFG iShares MSCI EAFE Growth ETF
-0.46%
-$194.25 
IUSV iShares Core S&P U.S. Value ETF
-0.45%
-$2,107.5 
EFV iShares MSCI EAFE Value ETF
-0.42%
-$192.39 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.42%
-$78,800.02 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.41%
-$4,662.98 
IVE ISHARES S&P 500 VALUE ETF
-0.4%
-$44.4 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.39%
-$303.45 
MCD McDonald's Corporation
-0.38%
-$71.4 
IEFA iShares Core MSCI EAFE ETF
-0.38%
-$1,145.73 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.38%
-$13.37 
SPBO SPDR Portfolio Corporate Bond ETF
-0.36%
-$178.08 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.32%
-$43.12 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.31%
-$4,570.33 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.31%
-$143.47 
GOVT iShares U.S. Treasury Bond ETF
-0.31%
-$4,868.01 
GSY Invesco Ultra Short Duration ETF
-0.31%
-$83.23 
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$855.14 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.29%
-$30,721.58 
EQIN Columbia U.S. Equity Income ETF
-0.28%
-$700.02 
XEL Xcel Energy Inc.
-0.28%
-$104.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$180.12 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.27%
-$124.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$101.76 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.27%
-$48,540 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.26%
-$2.25 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.26%
-$82.75 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.25%
-$115.5 
IWD iShares Russell 1000 Value ETF
-0.25%
-$363.51 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.25%
-$34.27 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$76.67 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.23%
-$31,417.95 
IGF iShares Global Infrastructure ETF
-0.2%
-$451.57 
IJR iShares Core S&P Small-Cap ETF
-0.18%
-$715.77 
GII SPDR S&P Global Infrastructure ETF
-0.17%
-$39 
JCPI J.P. Morgan Inflation Managed Bond Fund
-0.17%
-$250.13 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.17%
-$14,080.9 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.17%
-$16,758.78 
EQR Equity Residential
-0.14%
-$41.3 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$618.6 
DIVB iShares Core Dividend ETF
-0.13%
-$799.76 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.12%
-$105.73 
BINC iShares Flexible Income Active ETF
-0.09%
-$6.13 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
-0.08%
-$30.39 
HYDB iShares High Yield Systematic Bond ETF
-0.05%
-$1.35 
IWM iShares Russell 2000 ETF
-0.05%
-$80.25 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$348.52 
RDVY First Trust Rising Dividend Achievers ETF
-0.04%
-$18.18 
ULST SPDR SSgA Ultra Short Term Bond ETF
-0.03%
-$5.28 
GLW Corning Incorporated
-0.02%
-$3.4 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$15.62 
QWLD SPDR MSCI World StrategicFactors ETF
-0.01%
-$9.08 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.01%
-$335.25 
SPGI S&P Global Inc.
0%
-$58.92 Events
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Dividends
Dividend Analysis
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| Trades 491 | Longs Won 372/491 75% | Profit Factor 6.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $369,231.13 |
| Average Win $62,092.53 | Best Trade (Jul 22) $7.47M | Sharpe Ratio -11.96 |
| Average Loss -$28,204.48 | Worst Trade (Mar 31) -$694,310.07 | Z-Score 10.61 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $40,207.92 |
| 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 | 4,975 | 4,478 | 3,980 | 3,483 | 2,985 | 2,488 | 1,990 | 1,493 | 995 | 498 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $783,139.95, SPDR Portfolio Developed World ex-US ETF - $736,191.83, SPDR Portfolio Intermediate Term Treasury ETF - $723,496.71, SPDR Portfolio Mortgage Backed Bond ETF - $683,053.06, and iShares MSCI EAFE Value ETF - $660,015.12. 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, State Street SPDR Portfolio S&P 500 ETF - $331,912.49, iShares Core S&P 500 ETF - $323,206.54, iShares U.S. Equity Factor Rotation Active ETF - $303,044.74, and iShares U.S. Technology ETF - $282,301.5. 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 $4.59M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Treasury ETF - $723,496.71, SPDR Portfolio Mortgage Backed Bond ETF - $683,053.06, SPDR Portfolio Intermediate Term Corporate Bond ETF - $547,325.45, 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.
