RD
Rodrigo Diaz Portfolio
Invests via Plan Group Financial LLC | Managed by Rodrigo Diaz
Invests via Plan Group Financial LLC
Managed by Rodrigo Diaz
Automatically Tracked
Rodrigo Diaz Profile
With a robust foundation in entrepreneurial ventures, Rodrigo Diaz has established himself as a dynamic figure in the business landscape. His journey encompasses significant leadership roles across various industries, reflecting his capacity to drive innovation and operational efficiency. Beyond his entrepreneurial endeavors, he actively engages with investment opportunities that leverage technology and sustainable practices. By fostering strategic partnerships and championing growth initiatives, he positions himself as an influential connector within startup ecosystems. Rodrigo's deep understanding of market trends enhances his ability to navigate complex challenges while unlocking value for stakeholders.
With a robust foundation in entrepreneurial ventures, Rodrigo Diaz has established himself as a dynamic figure in the business landscape. His journey encompasses significant leadership roles across various industries, reflecting his capacity to drive innovation and operational efficiency. Beyond his entrepreneurial endeavors, he actively engages with investment opportunities that leverage technology and sustainable practices. By fostering strategic partnerships and championing growth initiatives, he positions himself as an influential connector within startup ecosystems. Rodrigo's deep understanding of market trends enhances his ability to navigate complex challenges while unlocking value for stakeholders.
Investment Philosophy & Strategy
Opportunities abound in the rapidly evolving landscape of technology and sustainability, driven by forward-thinking leaders. With a rich background in entrepreneurship and strategic operations, Rodrigo Diaz harnesses his insights to identify impactful investments. His focus lies on fostering innovation within startups while prioritizing sustainable growth models. By actively cultivating networks that support emerging companies, he aims to unlock substantial value through collaboration and operational excellence. This approach not only reflects a keen awareness of market dynamics but also underscores his commitment to leveraging transformative ideas for lasting impact.
Opportunities abound in the rapidly evolving landscape of technology and sustainability, driven by forward-thinking leaders. With a rich background in entrepreneurship and strategic operations, Rodrigo Diaz harnesses his insights to identify impactful investments. His focus lies on fostering innovation within startups while prioritizing sustainable growth models. By actively cultivating networks that support emerging companies, he aims to unlock substantial value through collaboration and operational excellence. This approach not only reflects a keen awareness of market dynamics but also underscores his commitment to leveraging transformative ideas for lasting impact.
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:
23.38%
Gain +0.71%
Monthly
0.52%
Yearly
6.42%
Drawdown
15.01%
$416.01M
Equity
Holdings
$416.01M
Investment
$344.36M
$90.7M
Profit +$3.27M
Realized
$19.06M
Unrealized
$71.65M
Dividends
$19.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.71%
Profit
$3.27M
Win %
77%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$1.9M
Win %
77%
This Month
Compared to last month
Gain
-0.46%
Profit
-$1.94M
Win %
77%
This Year
Compared to last year
Gain
8.12%
Profit
$31.25M
Win %
77%
WDC Western Digital Corporation
+6.36%
+$49,244.61 
AMD Advanced Micro Devices, Inc.
+4.75%
+$87,552.43 
QCOM QUALCOMM Incorporated
+4.28%
+$17,151.66 
SLVR Sprott Silver Miners & Physical Silver ETF
+3.8%
+$19,900 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+3.26%
+$7,869.01 
HUM Humana Inc.
+2.88%
+$17,667.06 
GBUG Sprott Active Gold & Silver Fund
+2.82%
+$7,400.82 
NEM Newmont Corporation
+2.69%
+$13,150 
AMAT Applied Materials, Inc.
+2.64%
+$62,501.58 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+2.57%
+$16,461.12 
T AT&T Inc.
+2.48%
+$51,824.4 
VZ Verizon Communications Inc.
+2.46%
+$57,805.44 
JPM JPMorgan Chase & Co.
+2.3%
+$281,392.67 
WSM Williams-Sonoma, Inc.
+2.17%
+$6,650.01 
PM Philip Morris International Inc.
+2.01%
+$79,395.36 
TGT Target Corporation
+1.94%
+$7,428.87 
CTSH Cognizant Technology Solutions Corporation
+1.93%
+$2,871.99 
CLS Celestica Inc.
+1.89%
+$5,686.2 
TSLA Tesla, Inc.
+1.88%
+$19,775.7 
BANF BancFirst Corporation
+1.86%
+$15,357.28 
D Dominion Energy, Inc.
+1.81%
+$43,667.69 
ET Energy Transfer L.P.
+1.65%
+$13,315.74 
ACN Accenture plc Class A
+1.64%
+$2,159.12 
BTI British American Tobacco p.l.c. ADR
+1.57%
+$20,940.5 
OKE ONEOK, Inc.
+1.56%
+$13,228.63 
BAC Bank of America Corporation
+1.52%
+$5,045.88 
CVS CVS Health Corporation
+1.49%
+$6,664.5 
NODE VanEck Onchain Economy ETF
+1.46%
+$6,358 
VICI Vici Properties Inc.
+1.46%
+$30,069.4 
ALK Alaska Air Group Inc.
+1.41%
+$7,466.58 
ICVT iShares Convertible Bond ETF
+1.34%
+$90,548.22 
RPV Invesco S&P 500 Pure Value ETF
+1.31%
+$14,792.64 
ABBV AbbVie Inc.
+1.3%
+$3,833.22 
ZIM ZIM Integrated Shipping Services Ltd.
+1.27%
+$3,300 
RPG Invesco S&P 500 Pure Growth ETF
+1.25%
+$54,845.4 
QTUM Defiance Quantum ETF
+1.22%
+$10,567.18 
WES Western Midstream Partners, LP
+1.16%
+$5,355 
AFL Aflac Inc.
+1.16%
+$3,596.4 
VST Vistra Corp
+1.14%
+$3,313.35 
OHI Omega Healthcare Investors Inc.
+1.08%
+$28,490.56 
PPL PPL Corporation
+1.06%
+$23,638.87 
JNJ Johnson & Johnson
+1.05%
+$2,637.5 
NNN NNN REIT, Inc.
+1.02%
+$2,468.91 
IJR iShares Core S&P Small-Cap ETF
+1%
+$85,077.06 
ARCC Ares Capital Corporation
+1%
+$19,856.33 
OGE Oge Energy Corp.
+0.99%
+$7,850.41 
VO Vanguard Mid-Cap ETF
+0.97%
+$10,804.6 
PTL Inspire 500 ETF
+0.96%
+$7,181.53 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$93,051.54 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$135,780 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$12,405.05 
IWM iShares Russell 2000 ETF
+0.9%
+$20,294.52 
JAVA JPMorgan Active Value ETF
+0.9%
+$3,327.11 
GDOT Green Dot Corporation
+0.85%
+$1,628.33 
PG Procter & Gamble Co
+0.85%
+$2,477.37 
EIX Edison International
+0.84%
+$6,392.8 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.84%
+$3,564 
OCSL Oaktree Specialty Lending Corporation
+0.83%
+$12,995.6 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.83%
+$72,977.6 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$116,424.36 
VDE Vanguard Energy ETF
+0.81%
+$2,770.63 
REZ iShares Residential and Multisector Real Estate ETF
+0.81%
+$49,494.16 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,213.39 
SO The Southern Company
+0.8%
+$22,829.03 
GM General Motors Company
+0.79%
+$7,821.44 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$20,194.55 
SLV iShares Silver Trust
+0.77%
+$32,312.97 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.77%
+$18,275.4 
DLR Digital Realty Trust, Inc.
+0.76%
+$17,597.76 
CVX Chevron Corporation
+0.75%
+$32,479.77 
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$44,198.44 
MO Altria Group, Inc.
+0.72%
+$23,006.6 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$2,553.14 
AEE Ameren Corporation
+0.71%
+$1,843.38 
JIVE JPMorgan International Value ETF
+0.7%
+$24,848.2 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$26,116.68 
CGDV Capital Group Dividend Value ETF
+0.68%
+$2,863.41 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$2,057.7 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.66%
+$3,423.42 
INCY Incyte Corporation
+0.65%
+$1,505.7 
DUK Duke Energy Corporation
+0.64%
+$14,996.88 
EMR Emerson Electric Co.
+0.64%
+$4,202.38 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$10,768.04 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$14,371.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$51,088.8 
VGT Vanguard Information Technology ETF
+0.6%
+$5,437.6 
MAIN Main Street Capital Corporation
+0.6%
+$1,172.11 
AEP American Electric Power Company, Inc.
+0.59%
+$16,266.28 
IVV iShares Core S&P 500 ETF
+0.58%
+$33,088.59 
VOO Vanguard S&P 500 ETF
+0.58%
+$108,213.1 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,328.22 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$36,761.2 
MLPX Global X MLP & Energy Infrastructure ETF
+0.56%
+$2,905 
GOOGL Alphabet Inc
+0.56%
+$6,210.03 
HON Honeywell International Inc.
+0.55%
+$6,210.93 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$14,597.82 
FDUS Fidus Investment Corporation
+0.53%
+$7,968.9 
EDIV SPDR S&P Emerging Markets Dividend ETF
+0.52%
+$41,923.5 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.51%
+$4,580.48 
VXF Vanguard Extended Market ETF
+0.48%
+$1,178.76 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$2,821.26 
GOOG Alphabet Inc
+0.46%
+$1,584.24 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.46%
+$6,970.15 
WMT Walmart Inc.
+0.45%
+$11,991.64 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$26,051.4 
ACWI iShares MSCI ACWI ETF
+0.41%
+$62,098.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$1,048.85 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$21,564.67 
LVHI Franklin International Low Volatility High Dividend ETF
+0.39%
+$21,148.32 
BMY Bristol-Myers Squibb Company
+0.39%
+$1,971.2 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.39%
+$1,004.56 
PEP PepsiCo, Inc.
+0.38%
+$1,409.94 
AOA iShares Core Aggressive Allocation ETF
+0.33%
+$2,640.64 
TTE TotalEnergies SE
+0.32%
+$3,185 
HEQT Simplify Hedged Equity ETF
+0.3%
+$782.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$919.02 
XOM Exxon Mobil Corporation
+0.29%
+$19,591.61 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$1,486.25 
FANG Diamondback Energy Inc
+0.28%
+$1,174.5 
JGRO JPMorgan Active Growth ETF
+0.25%
+$844.83 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$13,163.85 
PFFD Global X U.S. Preferred ETF
+0.24%
+$12,841.11 
BBIN JPMorgan BetaBuilders International Equity Fund
+0.23%
+$1,296.18 
VUG Vanguard Growth ETF
+0.22%
+$1,143.42 
ZDEK Innovator Equity Defined Protection ETF
+0.21%
+$535.59 
PHYS Sprott Physical Gold Trust
+0.2%
+$474.5 
NVDA NVIDIA Corporation
+0.18%
+$4,670.51 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.16%
+$8,757.87 
PFE Pfizer Inc.
+0.15%
+$3,991.84 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$331.3 
MSFT Microsoft Corp.
+0.13%
+$1,803.36 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.13%
+$1,375.47 
KO The Coca-Cola Company
+0.1%
+$385.36 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$292.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$1,915.11 
IAU iShares Gold Trust
+0.09%
+$3,991.96 
SGOL abrdn Physical Gold Shares ETF
+0.09%
+$1,840.95 
EOG EOG Resources, Inc.
+0.08%
+$942.37 
OUNZ VanEck Merk Gold Trust
+0.07%
+$3,217.5 
GLD SPDR Gold Shares
+0.06%
+$3,938.35 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.05%
+$2,788.32 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$292.25 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$379.2 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$664.52 
TIP iShares TIPS Bond ETF
+0.01%
+$10.48 
AZN
0%
$0 
BPRE
0%
$0 
CMA Comerica Inc.
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
LYV
0%
$0 
TOCT
0%
$0 
ADBE Adobe Inc.
-6.71%
-$9,063.73 
SLQT SelectQuote, Inc.
-5.09%
-$912.19 
FOXA Fox Corporation
-3.59%
-$8,067.85 
ASO Academy Sports and Outdoors, Inc.
-2.52%
-$12,595.44 
LULU lululemon athletica inc.
-2.52%
-$3,591.9 
LLY Eli Lilly and Company
-2.41%
-$5,311.44 
PLTR Palantir Technologies Inc.
-2.35%
-$4,204.2 
JOBY Joby Aviation, Inc.
-2.14%
-$2,880.8 
LMT Lockheed Martin Corporation
-1.54%
-$7,486.69 
AAPL Apple Inc.
-1.52%
-$119,484 
MRK Merck & Co., Inc.
-1.41%
-$16,350.95 
AMZN Amazon.com Inc
-1.23%
-$17,715.6 
DKL Delek Logistics Partners L.P.
-1.21%
-$6,662.5 
BA Boeing Company
-1.13%
-$4,071.22 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.04%
-$62,933.04 
IBM International Business Machines Corporation
-0.97%
-$26,254.21 
AVGO Broadcom Inc.
-0.94%
-$43,715.24 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$7,305.97 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.77%
-$1,222.92 
BSX Boston Scientific Corporation
-0.59%
-$1,971.48 
NAZ Nuveen Arizona Quality Municipal Income Fund
-0.54%
-$833.98 
NXP Nuveen Select Tax-Free Income Portfolio
-0.52%
-$1,240.5 
NZF Nuveen Municipal Credit Income Fund
-0.43%
-$2,126.57 
NAD Nuveen Quality Municipal Income Fund
-0.4%
-$643.68 
IIM Invesco Value Municipal Income Trust
-0.4%
-$643.25 
RTX RTX Corporation
-0.34%
-$795.7 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$6,196.64 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.28%
-$778.12 
AMLP Alerian MLP ETF
-0.27%
-$7,624.96 
META Meta Platforms Inc Class A
-0.23%
-$412.1 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$764.45 
SHEL Shell plc
-0.22%
-$931.76 
NUV Nuveen Municipal Value Fund, Inc.
-0.22%
-$259.56 
PBR-A Petróleo Brasileiro S.A. - Petrobras
-0.18%
-$900 
TSLX Sixth Street Specialty Lending Inc.
-0.18%
-$2,197.71 
VHT Vanguard Health Care ETF
-0.13%
-$462.12 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$2,334.15 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$1,831.82 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.09%
-$630.56 
JBND JPMorgan Active Bond ETF
-0.09%
-$311.9 
FMHI First Trust Municipal High Income Fund
-0.07%
-$3,011.83 
JCPB JPMorgan Core Plus Bond ETF
-0.07%
-$250.63 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$1,252.75 
NLY Annaly Capital Management, Inc.
-0.07%
-$1,533.3 
EPD Enterprise Products Partners L.P.
-0.07%
-$853.73 
PDBA Invesco Agriculture Commodity Fund
-0.06%
-$591.84 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$56.74 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$541.36 
JAGG JPMorgan U.S. Aggregate Bond ETF
-0.02%
-$72.37 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.02%
-$95.98 
DFIP Dimensional Inflation-Protected Securities ETF
-0.01%
-$206.25 Events
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Dividends
Dividend Analysis
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| Trades 1313 | Longs Won 907/1313 69% | Profit Factor 13.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $201,697.63 |
| Average Win $107,870.86 | Best Trade (Jun 12) $3.24M | Sharpe Ratio -7.18 |
| Average Loss -$17,572.54 | Worst Trade (Jun 11) -$622,090.1 | Z-Score 10.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $69,081.81 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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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