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:
66.32%
Gain -0.47%
Monthly
1.12%
Yearly
14.26%
Drawdown
19.76%
$459.88M
Equity
Holdings
$459.88M
Investment
$384.75M
$101.55M
Profit -$1.45M
Realized
$26.42M
Unrealized
$75.13M
Dividends
$22.23M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$1.45M
Win %
71%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$1.45M
Win %
71%
This Month
Compared to last month
Gain
-0.66%
Profit
-$3.07M
Win %
71%
This Year
Compared to last year
Gain
8.23%
Profit
$34.95M
Win %
71%
COIN Coinbase Global, Inc.
+9.71%
+$51,023.95 
CTSH Cognizant Technology Solutions Corporation
+7.18%
+$15,796.15 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.32%
+$39,372.15 
ACN Accenture plc Class A
+5.8%
+$10,926.09 
BSX Boston Scientific Corporation
+4.57%
+$11,850.92 
FOXA Fox Corporation
+4.07%
+$11,142.75 
PLTR Palantir Technologies Inc.
+4.02%
+$9,979.2 
BTI British American Tobacco p.l.c. ADR
+3.78%
+$33,440 
GOOG Alphabet Inc
+3.02%
+$10,251.56 
GOOGL Alphabet Inc
+2.9%
+$35,198.28 
IBM International Business Machines Corporation
+2.65%
+$69,578.45 
WMT Walmart Inc.
+2.39%
+$56,645.46 
MSFT Microsoft Corp.
+2.27%
+$36,057.92 
MO Altria Group, Inc.
+2.25%
+$78,563.26 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$6,295.91 
T AT&T Inc.
+2.05%
+$55,362.87 
TGT Target Corporation
+2.02%
+$9,128.7 
GM General Motors Company
+1.98%
+$18,473.81 
GILD Gilead Sciences Inc.
+1.85%
+$5,426.82 
MTCH Match Group, Inc.
+1.82%
+$6,011.39 
ABBV AbbVie Inc.
+1.73%
+$6,723.46 
PAYC Paycom Software, Inc.
+1.7%
+$6,665.87 
PM Philip Morris International Inc.
+1.65%
+$71,975.32 
TSLX Sixth Street Specialty Lending Inc.
+1.54%
+$24,851.47 
LULU lululemon athletica inc.
+1.48%
+$2,147.69 
AFL Aflac Inc.
+1.46%
+$4,488.84 
VZ Verizon Communications Inc.
+1.44%
+$41,956.75 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.36%
+$16,143.92 
GIS General Mills, Inc.
+1.32%
+$2,924.1 
XLP Consumer Staples Select Sector SPDR Fund
+1.3%
+$3,978.7 
LMT Lockheed Martin Corporation
+1.18%
+$4,909.12 
CVS CVS Health Corporation
+1.11%
+$4,757.55 
LOW Lowe's Companies Inc.
+1.06%
+$1,853.83 
KO The Coca-Cola Company
+1.06%
+$4,536.62 
WSM Williams-Sonoma, Inc.
+1.02%
+$3,234 
COWZ Pacer US Cash Cows 100 ETF
+0.89%
+$143,407.5 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$138,724.74 
LYV Live Nation Entertainment, Inc.
+0.79%
+$2,747 
BMY Bristol-Myers Squibb Company
+0.72%
+$4,604.14 
INCY Incyte Corporation
+0.71%
+$2,337.48 
OHI Omega Healthcare Investors Inc.
+0.7%
+$21,142.44 
ZIM ZIM Integrated Shipping Services Ltd.
+0.69%
+$2,170.95 
VICI Vici Properties Inc.
+0.67%
+$14,498.06 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$1,846.74 
JNJ Johnson & Johnson
+0.54%
+$1,565.86 
EOG EOG Resources, Inc.
+0.53%
+$7,345.26 
PG Procter & Gamble Co
+0.53%
+$1,595.03 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.53%
+$56,344.25 
AAPL Apple Inc.
+0.47%
+$41,529.03 
CNQ Canadian Natural Resources Limited
+0.47%
+$3,525 
MRK Merck & Co., Inc.
+0.46%
+$6,206.07 
JQUA JPMorgan U.S. Quality Factor ETF
+0.4%
+$49,393.92 
LVHI Franklin International Low Volatility High Dividend ETF
+0.37%
+$13,944.58 
EIX Edison International
+0.31%
+$1,665.83 
REZ iShares Residential and Multisector Real Estate ETF
+0.3%
+$18,834.47 
BKLN Invesco Senior Loan ETF
+0.22%
+$857.88 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.2%
+$5,536.26 
D Dominion Energy, Inc.
+0.15%
+$3,998.9 
OCSL Oaktree Specialty Lending Corporation
+0.12%
+$2,415.09 
SRLN SPDR Blackstone Senior Loan ETF
+0.11%
+$6,244.47 
ARCC Ares Capital Corporation
+0.1%
+$2,479.52 
FANG Diamondback Energy Inc
+0.09%
+$669.6 
PFE Pfizer Inc.
+0.07%
+$2,266.96 
RPV Invesco S&P 500 Pure Value ETF
+0.07%
+$672.48 
PDBA Invesco Agriculture Commodity Fund
+0.07%
+$2,021.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.04%
+$448.02 
TIP iShares TIPS Bond ETF
+0.04%
+$410.26 
HUM Humana Inc.
+0.04%
+$239.91 
DFIP Dimensional Inflation-Protected Securities ETF
+0.04%
+$367.06 
JBND JPMorgan Active Bond ETF
+0.03%
+$94.81 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$128.43 
JCPB JPMorgan Core Plus Bond ETF
+0.01%
+$39.7 
SLQT SelectQuote, Inc.
+0.01%
+$0.98 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$77.56 
BANF BancFirst Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
ZDEK Innovator Equity Defined Protection ETF
0%
$0 TOCT
TOCT
0%
$0 
LITE Lumentum Holdings Inc.
-9.86%
-$27,411.01 
AMAT Applied Materials, Inc.
-6.72%
-$121,431.4 
BAC Bank of America Corporation
-5.24%
-$20,797.33 
VST Vistra Corp
-4.96%
-$14,660.33 
DLR Digital Realty Trust, Inc.
-4.83%
-$132,277.2 
AVGO Broadcom Inc.
-4.75%
-$212,024.28 
NTAP NetApp, Inc.
-4.63%
-$23,892.75 
AMD Advanced Micro Devices, Inc.
-3.9%
-$21,930.8 
WDC Western Digital Corporation
-3.59%
-$19,334.21 
GBUG Sprott Active Gold & Silver Fund
-3.34%
-$12,264 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.27%
-$9,703.61 
PRPL Purple Innovation Inc.
-3.04%
-$51.64 
SLVR Sprott Silver Miners & Physical Silver ETF
-3%
-$14,480 
GDX VanEck Gold Miners ETF
-3%
-$9,230.51 
NEM Newmont Corporation
-2.92%
-$18,500 
NVDA NVIDIA Corporation
-2.85%
-$95,039.63 
EMR Emerson Electric Co.
-2.59%
-$15,799.4 
IEMG iShares Core MSCI Emerging Markets ETF
-2.35%
-$9,502.12 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.34%
-$21,586 
VLO Valero Energy Corporation
-2.25%
-$8,964.39 
DFAE Dimensional Emerging Core Equity Market ETF
-2.13%
-$94,395.42 
WES Western Midstream Partners, LP
-2.06%
-$18,311.28 
RPG Invesco S&P 500 Pure Growth ETF
-1.91%
-$56,900.18 
CRAK VANECK OIL REFINERS ETF
-1.83%
-$15,665 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$62,695.29 
JPM JPMorgan Chase & Co.
-1.69%
-$236,598.43 
SLV iShares Silver Trust
-1.65%
-$62,797.44 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.59%
-$2,971.6 
RJF Raymond James Financial Inc.
-1.56%
-$4,124.62 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.52%
-$8,501.55 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$56,109.36 
LNG Cheniere Energy Inc.
-1.47%
-$6,005.76 
PHYS Sprott Physical Gold Trust
-1.45%
-$4,417.5 
XLI Industrial Select Sector SPDR Fund
-1.44%
-$5,141.04 
E Eni S.p.A. Sponsored ADR
-1.43%
-$6,800 
DECK Deckers Outdoor Corporation
-1.38%
-$2,785.44 
TSLA Tesla, Inc.
-1.36%
-$13,130.74 
MPLX MPLX LP
-1.35%
-$2,975.94 
OUNZ VanEck Merk Gold Trust
-1.33%
-$61,480.12 
VDE Vanguard Energy ETF
-1.32%
-$5,118.3 
SGOL abrdn Physical Gold Shares ETF
-1.32%
-$28,122 
RTX RTX Corporation
-1.31%
-$4,276.98 
PTL Inspire 500 ETF
-1.31%
-$10,770.45 
GLD SPDR Gold Shares
-1.3%
-$67,901.47 
IAU iShares Gold Trust
-1.27%
-$71,555.76 
ASO Academy Sports and Outdoors, Inc.
-1.25%
-$5,650.41 
VGT Vanguard Information Technology ETF
-1.24%
-$5,526.36 
DINO HF Sinclair Corporation
-1.22%
-$7,870.27 
AMZN Amazon.com Inc
-1.21%
-$12,627.6 
PSX Phillips 66
-1.19%
-$6,357.12 
MLPX Global X MLP & Energy Infrastructure ETF
-1.16%
-$6,090 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$2,903.3 
XLE Energy Select Sector SPDR Fund
-1.12%
-$41,369.1 
VWO Vanguard FTSE Emerging Markets ETF
-1.12%
-$17,891.55 
NAZ Nuveen Arizona Quality Municipal Income Fund
-1.09%
-$1,548.82 
ICVT iShares Convertible Bond ETF
-1.08%
-$74,975.88 
ITA iShares U.S. Aerospace & Defense ETF
-1.06%
-$12,926.84 
NAD Nuveen Quality Municipal Income Fund
-1.04%
-$1,538.13 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.04%
-$5,861.46 
KHC The Kraft Heinz Company
-1.04%
-$2,801.68 
NUV Nuveen Municipal Value Fund, Inc.
-0.97%
-$1,103.13 
QCOM QUALCOMM Incorporated
-0.97%
-$4,113.48 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.97%
-$1,426.74 
AEE Ameren Corporation
-0.96%
-$2,417.94 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.92%
-$2,210.03 
PFFD Global X U.S. Preferred ETF
-0.91%
-$50,758.46 
PPL PPL Corporation
-0.9%
-$21,475.05 
CVX Chevron Corporation
-0.88%
-$45,411.4 
AEP American Electric Power Company, Inc.
-0.88%
-$25,287.12 
NLY Annaly Capital Management, Inc.
-0.84%
-$21,120.9 
XOM Exxon Mobil Corporation
-0.84%
-$68,789.34 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.83%
-$38,322.9 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.75%
-$3,094.35 
AMLP Alerian MLP ETF
-0.74%
-$27,939.87 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$3,207.05 
EQNR Equinor ASA Sponsored ADR
-0.72%
-$2,600 
IIM Invesco Value Municipal Income Trust
-0.7%
-$1,094.81 
TTE TotalEnergies SE
-0.7%
-$8,852.62 
OGE Oge Energy Corp.
-0.7%
-$5,107.7 
APO Apollo Global Management, Inc.
-0.69%
-$4,933.24 
VONG Vanguard Russell 1000 Growth Fund
-0.68%
-$2,077.76 
ACWI iShares MSCI ACWI ETF
-0.67%
-$104,270.43 
NXP Nuveen Select Tax-Free Income Portfolio
-0.66%
-$1,488.6 
TROW T. Rowe Price Group, Inc.
-0.6%
-$1,529.08 
FITB Fifth Third Bancorp
-0.58%
-$19,536.32 
ET Energy Transfer L.P.
-0.58%
-$4,837.75 
F Ford Motor Company
-0.57%
-$1,266.4 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.57%
-$3,470.82 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$13,850.41 
DFAI Dimensional International Core Equity Market ETF
-0.55%
-$23,547.47 
ALK Alaska Air Group Inc.
-0.55%
-$2,190.82 
R Ryder System Inc.
-0.55%
-$1,318.37 
HON Honeywell International Inc.
-0.54%
-$2,487.93 
AOA iShares Core Aggressive Allocation ETF
-0.54%
-$3,897.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.53%
-$3,229.32 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$31,955.28 
JIVE JPMorgan International Value ETF
-0.52%
-$35,920.83 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.51%
-$3,974.76 
SO The Southern Company
-0.49%
-$14,478.96 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.47%
-$1,222.76 
DUK Duke Energy Corporation
-0.47%
-$11,736.58 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.46%
-$4,382.72 
VO Vanguard Mid-Cap ETF
-0.44%
-$5,055.84 
JGRO JPMorgan Active Growth ETF
-0.44%
-$1,602.28 
SHEL Shell plc
-0.43%
-$2,060.52 
NNN NNN REIT, Inc.
-0.4%
-$925.4 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.39%
-$36,980.93 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.37%
-$891.78 
EPD Enterprise Products Partners L.P.
-0.36%
-$6,739.18 
VOO Vanguard S&P 500 ETF
-0.35%
-$47,601.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$1,160.95 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$25,186.3 
IVV iShares Core S&P 500 ETF
-0.34%
-$15,950.44 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$816.39 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$31,426.92 
SCHX Schwab U.S. Large-Cap ETF
-0.3%
-$812.79 
HEQT Simplify Hedged Equity ETF
-0.29%
-$785.2 
OEF iShares S&P 100 ETF
-0.29%
-$954.84 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.27%
-$1,132.65 
IWR iShares Russell Mid-Cap ETF
-0.24%
-$23,252.57 
SPYI NEOS S&P 500 High Income ETF
-0.23%
-$2,143.75 
FDUS Fidus Investment Corporation
-0.23%
-$4,446.09 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$601.07 
BA Boeing Company
-0.21%
-$740.08 
JAVA JPMorgan Active Value ETF
-0.2%
-$781.44 
OKE ONEOK, Inc.
-0.2%
-$2,041.17 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.2%
-$10,932.99 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.2%
-$2,162.3 
JEPI JPMorgan Equity Premium Income Fund
-0.19%
-$1,786.51 
VUG Vanguard Growth ETF
-0.19%
-$1,118.92 
IWM iShares Russell 2000 ETF
-0.19%
-$5,745.5 
MAIN Main Street Capital Corporation
-0.17%
-$377.13 
MGK Vanguard Mega Cap Growth ETF
-0.14%
-$10,095.8 
NZF Nuveen Municipal Credit Income Fund
-0.13%
-$579.98 
VYMI Vanguard International High Dividend Yield Index Fund
-0.13%
-$3,179.3 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.12%
-$7,021.45 
GDOT Green Dot Corporation
-0.11%
-$222.04 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$1,429.6 
PBR-A Petróleo Brasileiro S.A. - Petrobras
-0.1%
-$600 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.1%
-$10,827.58 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$701.95 
FMHI First Trust Municipal High Income Fund
-0.07%
-$2,984.34 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$652.86 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$91 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.03%
-$530.43 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$671.13 
PEP PepsiCo, Inc.
-0.01%
-$52.63 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$173.69 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.01%
-$36.63 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1518 | Longs Won 1064/1518 70% | Profit Factor 10.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $201,442.17 |
| Average Win $105,099.89 | Best Trade (Aug 14) $3.52M | Sharpe Ratio -10.83 |
| Average Loss -$22,629.89 | Worst Trade (Jun 30) -$455,937.59 | Z-Score 12.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 1d | Expectancy $66,898.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 26,621 | $5.97M | $8.89M | - | $2.92M | 48.97% | +0.47% |
| ABBV AbbVie Inc. | 1,516 | $317,246.8 | $396,517.38 | - | $79,270.58 | 24.99% | +1.725% |
| ACN Accenture plc Class A | 1,024 | $258,216.45 | $199,239.68 | - | -$58,976.77 | -22.84% | +5.802% |
| ACWI iShares MSCI ACWI ETF | 97,449 | $10.08M | $15.51M | - | $5.43M | 53.82% | -0.668% |
| AEE Ameren Corporation | 2,394 | $249,886 | $248,712.66 | - | -$1,173.34 | -0.47% | -0.963% |
| AEP American Electric Power Company, Inc. | 23,414 | $2.34M | $2.86M | - | $518,031.84 | 22.1% | -0.876% |
| AFL Aflac Inc. | 2,664 | $297,569 | $311,594.76 | - | $14,025.76 | 4.71% | +1.462% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 8,600 | $911,590 | $901,108 | - | -$10,482 | -1.15% | -2.339% |
| ALK Alaska Air Group Inc. | 9,737 | $474,805.73 | $398,584.09 | - | -$76,221.64 | -16.05% | -0.547% |
| AMAT Applied Materials, Inc. | 3,958 | $703,727.06 | $1.69M | - | $981,628.92 | 139.49% | -6.721% |
| AMD Advanced Micro Devices, Inc. | 1,090 | $218,247.2 | $540,650.9 | - | $322,403.7 | 147.72% | -3.898% |
| AMLP Alerian MLP ETF | 67,325 | $3.3M | $3.74M | - | $439,591.99 | 13.33% | -0.742% |
| AMZN Amazon.com Inc | 4,080 | $849,925.11 | $1.04M | - | $185,109.69 | 21.78% | -1.205% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 200,613 | $5.88M | $5.71M | - | -$165,927.2 | -2.82% | -0.123% |
| AOA iShares Core Aggressive Allocation ETF | 7,354 | $548,153.2 | $719,441.82 | - | $171,288.62 | 31.25% | -0.539% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 8,390 | $349,785.13 | $412,829.95 | - | $63,044.82 | 18.02% | -0.274% |
| APO Apollo Global Management, Inc. | 5,512 | $731,498.08 | $706,004.52 | - | -$25,493.56 | -3.49% | -0.694% |
| ARCC Ares Capital Corporation | 121,545 | $2.53M | $2.4M | - | -$128,087.33 | -5.06% | +0.103% |
| ASO Academy Sports and Outdoors, Inc. | 8,189 | $382,451.18 | $447,692.63 | - | $65,241.45 | 17.06% | -1.246% |
| AVGO Broadcom Inc. | 12,327 | $2.02M | $4.25M | - | $2.23M | 110.61% | -4.752% |
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FAQ
Which stocks have generated the highest profits for Rodrigo Diaz?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $4.61M, Dimensional International Core Equity Market ETF - $2.95M, Dimensional Emerging Core Equity Market ETF - $2.52M, Invesco S&P 500 Pure Growth ETF - $2.29M, and iShares MSCI ACWI ETF - $1.77M. 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: Invesco DB Commodity Index Tracking Fund - $254,450.31, SPDR Portfolio Long Term Treasury ETF - $152,500.28, Vivid Seats Inc - $130,660.97, Paycom Software, Inc - $111,182.72, and Target Corporation - $108,334.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rodrigo Diaz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.23M earned over time. The largest contributors to dividend income include iShares iBoxx $ High Yield Corporate Bond ETF - $756,302.65, Pacer US Cash Cows 100 ETF - $687,975.05, Dimensional International Core Equity Market ETF - $683,615.16, Dimensional Core Fixed Income ETF - $646,719.83, and iShares MSCI ACWI ETF - $621,306.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rodrigo Diaz's monthly returns?
Rodrigo Diaz's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Rodrigo Diaz's strategy be considered aggressive or moderate?
Rodrigo Diaz'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 Rodrigo Diaz's strategy?
Rodrigo Diaz'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.
