Cole Dimond Portfolio
Invests via Caliber Wealth Management LLC / KS | Managed by Cole Dimond, Mark Albright
Invests via Caliber Wealth Management LLC / KS
Managed by Cole Dimond, Mark Albright
Automatically Tracked
Venture investor and operator focused on early-stage fintech, marketplaces and developer platforms, active in seed and pre-seed rounds with hands-on portfolio support and board-level engagement. Cole Dimond brings founder-to-investor experience, advising product and GTM teams and sourcing deals through a broad industry network. Typically targets tech-enabled businesses with revenue acceleration potential and scalable distribution economics.
Venture investor and operator focused on early-stage fintech, marketplaces and developer platforms, active in seed and pre-seed rounds with hands-on portfolio support and board-level engagement. Cole Dimond brings founder-to-investor experience, advising product and GTM teams and sourcing deals through a broad industry network. Typically targets tech-enabled businesses with revenue acceleration potential and scalable distribution economics.
Investment Philosophy & Strategy
Focuses on early-stage fintech, marketplaces and developer platforms, preferring seed/pre-seed positions where active operational support accelerates product-market fit and GTM. Seeks capital-efficient models with clear revenue acceleration levers and scalable distribution economics. Deploys small, concentrated bets with board-level engagement, hands-on product and growth advising, and network-driven deal sourcing. Risk-managed by milestone-based follow-ons and emphasis on founder alignment and unit-economics visibility.
Focuses on early-stage fintech, marketplaces and developer platforms, preferring seed/pre-seed positions where active operational support accelerates product-market fit and GTM. Seeks capital-efficient models with clear revenue acceleration levers and scalable distribution economics. Deploys small, concentrated bets with board-level engagement, hands-on product and growth advising, and network-driven deal sourcing. Risk-managed by milestone-based follow-ons and emphasis on founder alignment and unit-economics visibility.
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:
36.7%
Gain +0.02%
Monthly
1.86%
Yearly
24.64%
Drawdown
10.9%
$1.06B
Equity
Holdings
$1.06B
Investment
$832.09M
$266.76M
Profit +$80,716.67
Realized
$41.32M
Unrealized
$225.44M
Dividends
$20.4M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$80,716.67
Win %
71%
This Week
Compared To Last Week
Gain
0.01%
Profit
$80,716.67
Win %
71%
This Month
Compared to last month
Gain
2.39%
Profit
$24.71M
Win %
71%
This Year
Compared to last year
Gain
2.08%
Profit
$21.61M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$1M 
DXCM DexCom, Inc.
+11.95%
+$254,719.08 
ETN Eaton Corporation plc
+7.32%
+$303,115.17 
GOOG Alphabet Inc
+6.88%
+$640,472.51 
GOOGL Alphabet Inc
+6.73%
+$244,720.77 
VRT Vertiv Holdings Co
+6.18%
+$8,610.85 
ANET Arista Networks, Inc.
+5.46%
+$22,410.67 
FTNT Fortinet Inc.
+4.99%
+$15,885.1 
SNPS Synopsys, Inc.
+4.41%
+$67,954.56 
CGNX Cognex Corporation
+4.18%
+$35,346.42 
TT Trane Technologies plc
+3.33%
+$62,905 
META Meta Platforms Inc Class A
+3.28%
+$86,755.72 
BMI Badger Meter Inc.
+3.04%
+$8,030.9 
MSFT Microsoft Corp.
+3.02%
+$287,041.29 
NVDA NVIDIA Corporation
+2.93%
+$134,721.91 
NTAP NetApp, Inc.
+2.6%
+$9,130.4 
CVX Chevron Corporation
+2.35%
+$8,859.2 
MRVL Marvell Technology, Inc.
+2.32%
+$10,356.06 
ORLY O'Reilly Automotive Inc.
+2.28%
+$4,996.89 
GLW Corning Incorporated
+2.24%
+$4,157.16 
DVN Devon Energy Corporation
+2.17%
+$85,368 
CDNS Cadence Design Systems, Inc.
+2.16%
+$37,691.89 
CSCO Cisco Systems, Inc.
+2.14%
+$15,180.21 
SKYY First Trust Cloud Computing ETF
+2.12%
+$12,993.75 
OKE ONEOK, Inc.
+1.95%
+$7,857.84 
JCI Johnson Controls International plc
+1.93%
+$88,634.74 
CRM Salesforce Inc
+1.83%
+$39,746.41 
ORCL Oracle Corporation
+1.81%
+$3,543.54 
HCA HCA Healthcare Inc.
+1.72%
+$43,655.94 
ZTS Zoetis Inc.
+1.66%
+$5,940.9 
FANG Diamondback Energy Inc
+1.59%
+$38,888.22 
BSX Boston Scientific Corporation
+1.59%
+$3,668.98 
VZ Verizon Communications Inc.
+1.52%
+$58,630.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$4,106.53 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$33,062.4 
PH Parker-Hannifin Corporation
+1.43%
+$21,970.34 
KRP Kimbell Royalty Partners, LP
+1.42%
+$9,884.28 
GE General Electric Company
+1.42%
+$3,048.18 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$46,983.81 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$5,875.02 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$6,568.34 
CAH Cardinal Health Inc.
+1.3%
+$8,134.06 
AKAM Akamai Technologies Inc.
+1.26%
+$3,963.96 
COP ConocoPhillips
+1.22%
+$6,059.55 
WFC Wells Fargo & Company
+1.19%
+$27,483.9 
AMAT Applied Materials, Inc.
+1.18%
+$15,399.05 
MSI Motorola Solutions, Inc.
+1.14%
+$44,350.19 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$3,713.36 
VUG Vanguard Growth ETF
+1.1%
+$59,269.83 
SCI Service Corporation International
+1.05%
+$41,517 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$4,086.18 
URI United Rentals, Inc.
+0.99%
+$52,087.05 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,600.8 
OEF iShares S&P 100 ETF
+0.95%
+$5,961.56 
UNP Union Pacific Corporation
+0.92%
+$40,039.47 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$4,968.85 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$11,719.58 
IBM International Business Machines Corporation
+0.86%
+$2,868.79 
GEV GE Vernova Inc.
+0.85%
+$19,154.55 
CP Canadian Pacific Kansas City Limited
+0.83%
+$2,248.4 
MCD McDonald's Corporation
+0.82%
+$3,594.82 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$5,278 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$28,931.64 
BNOV FGCI Inc.
+0.78%
+$2,468.28 
SHLD Global X Defense Tech ETF
+0.77%
+$3,173.28 
TSLA Tesla, Inc.
+0.76%
+$5,364.23 
MPC Marathon Petroleum Corporation
+0.76%
+$49,717.05 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$241,587.83 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$33,717.98 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$57,309.19 
VOO Vanguard S&P 500 ETF
+0.71%
+$166,859.75 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$12,255.44 
CAT Caterpillar Inc.
+0.7%
+$8,221.49 
IVV iShares Core S&P 500 ETF
+0.69%
+$1.11M 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.68%
+$5,285.13 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$19,642.28 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$110,214.12 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,338.55 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$1,606.5 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$4,698.94 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,241.34 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$10,287.47 
AVUS Avantis U.S. Equity ETF
+0.57%
+$452,719.44 
BSEP Innovator U.S. Equity Buffer ETF
+0.56%
+$2,650.13 
APH Amphenol Corporation
+0.55%
+$14,014.72 
BAPR Innovator U.S. Equity Buffer ETF
+0.55%
+$2,726.66 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$150,959.16 
STX Seagate Technology Holdings plc
+0.52%
+$2,371.86 
GM General Motors Company
+0.52%
+$1,236.48 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.49%
+$1,541.32 
BUFB Innovator Laddered Allocation Buffer ETF
+0.48%
+$9,369.66 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$1,230.37 
IYW iShares U.S. Technology ETF
+0.46%
+$1,617.81 
IWD iShares Russell 1000 Value ETF
+0.44%
+$17,947.59 
EBAY eBay Inc.
+0.43%
+$1,183.35 
CSX CSX Corporation
+0.42%
+$1,215.9 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
+0.41%
+$1,087.2 
CASY Casey's General Stores Inc.
+0.4%
+$997.5 
RTX RTX Corporation
+0.39%
+$4,987.08 
AVGO Broadcom Inc.
+0.37%
+$33,878.88 
PG Procter & Gamble Co
+0.37%
+$1,044.1 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$12,116.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$7,911.36 
BAC Bank of America Corporation
+0.36%
+$3,675.1 
MRK Merck & Co., Inc.
+0.32%
+$2,004.95 
UMAR Innovator U.S. Equity Ultra Fund
+0.31%
+$18,011.5 
ILCV iShares Morningstar Value ETF
+0.29%
+$4,933.03 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1,252.96 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$3,659.31 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$7,176.73 
JPM JPMorgan Chase & Co.
+0.27%
+$22,351.32 
BUFF Innovator Laddered Allocation Fund
+0.27%
+$17,074.96 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,440.01 
CME CME Group Inc.
+0.21%
+$7,629.58 
SO The Southern Company
+0.21%
+$542 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$1,039.12 
JNJ Johnson & Johnson
+0.21%
+$10,008.52 
ADI Analog Devices, Inc.
+0.2%
+$8,914.66 
CMI Cummins Inc.
+0.19%
+$6,926.11 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
+0.19%
+$789.22 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,963.65 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$7,825.68 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$1,377.48 
T AT&T Inc.
+0.17%
+$416.44 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$352.2 
MS Morgan Stanley
+0.17%
+$651.96 
ZJAN Innovator Defined Wealth Shield ETF
+0.15%
+$1,574.49 
CB Chubb Limited
+0.15%
+$6,467.59 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$321.72 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.12%
+$978.32 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$1,012.58 
BDX Becton, Dickinson and Company
+0.1%
+$252.45 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$19,943.01 
AFL Aflac Inc.
+0.09%
+$484.2 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$4,575.06 
WMT Walmart Inc.
+0.09%
+$9,158.78 
ABT Abbott Laboratories
+0.09%
+$234.45 
IYG iShares U.S. Financial Services ETF
+0.06%
+$977.58 
DDFA Innovator Equity Dual Directional 15 Buffer ETF - April
+0.05%
+$359.3 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$384.52 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4,836.6 
DIS The Walt Disney Company
+0.03%
+$182.1 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$275.92 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$914.7 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,370.18 
CDNMF EGR Exploration Ltd.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 HIMU
HIMU
0%
$0 ZJUL
ZJUL
0%
$0 DDFS
DDFS
0%
$0 7840
78409V112
0%
$0 
AAPL Apple Inc.
-7.35%
-$655,149.88 
NXPI NXP Semiconductors N.V.
-6.53%
-$115,600 
LIN Linde plc
-5.95%
-$18,156.01 
MU Micron Technology, Inc.
-5.9%
-$26,950.83 
SNDK SanDisk Corporation
-5.09%
-$28,136.16 
SHOP Shopify Inc.
-4.29%
-$12,216.75 
AEM Agnico Eagle Mines Limited
-3.63%
-$41,943.92 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$71,455.8 
GPN Global Payments Inc.
-3.18%
-$13,082.39 
EQIX Equinix, Inc.
-2.7%
-$63,251.75 
FIS Fidelity National Information Services, Inc.
-2.67%
-$64,239.21 
ABBV AbbVie Inc.
-2.51%
-$105,234.55 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$4,692 
SLV iShares Silver Trust
-2.13%
-$254,023.92 
NFLX Netflix, Inc.
-2%
-$7,646.02 
PSLV Sprott Physical Silver Trust
-1.98%
-$6,118 
AMD Advanced Micro Devices, Inc.
-1.9%
-$52,400.15 
SYF Synchrony Financial
-1.79%
-$6,524.64 
APD Air Products and Chemicals, Inc.
-1.77%
-$69,959.25 
FLO Flowers Foods, Inc.
-1.68%
-$4,635.36 
UNH UnitedHealth Group Incorporated
-1.68%
-$66,019.75 
DRI Darden Restaurants, Inc.
-1.64%
-$64,142.19 
LRCX Lam Research Corporation
-1.58%
-$8,897.12 
GLD SPDR Gold Shares
-1.49%
-$66,686.8 
IAU iShares Gold Trust
-1.46%
-$4,327.9 
LUV Southwest Airlines Co.
-1.38%
-$10,334.52 
FCX Freeport-McMoRan Inc.
-1.28%
-$2,609.01 
STE STERIS plc
-1.22%
-$3,346.73 
TJX The TJX Companies, Inc.
-1.21%
-$32,107.99 
IQV IQVIA Holdings Inc.
-1.17%
-$27,982.4 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$2,561.72 
NEE NextEra Energy, Inc.
-1.15%
-$38,697.14 
DE Deere & Company
-1.13%
-$2,196.4 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$33,020.82 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,353.35 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$3,849.48 
INTC Intel Corporation
-1.02%
-$2,657.01 
KO The Coca-Cola Company
-1.02%
-$5,259.6 
EYLD Cambria Emerging Shareholder Yield Fund
-0.98%
-$6,210.45 
EW Edwards Lifesciences Corporation
-0.98%
-$18,632 
XOM Exxon Mobil Corporation
-0.97%
-$19,775.25 
MAS Masco Corporation
-0.87%
-$14,990.22 
PGR Progressive Corporation
-0.87%
-$1,709.34 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$9,982.62 
CVS CVS Health Corporation
-0.75%
-$1,983.69 
MA Mastercard Incorporated
-0.74%
-$3,680.5 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$5,200.19 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$5,124.25 
DUK Duke Energy Corporation
-0.67%
-$1,417.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,097.59 
AMGN Amgen Inc.
-0.64%
-$1,664.09 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$132,327.09 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,650.32 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$1,733.34 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$9,789.44 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,923.89 
VNQ Vanguard Real Estate ETF
-0.54%
-$3,074.22 
COF Capital One Financial Corporation
-0.54%
-$1,297.25 
LLY Eli Lilly and Company
-0.53%
-$12,364.21 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$6,462.04 
ALL Allstate Corporation
-0.49%
-$12,710.23 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$34,140.5 
IWM iShares Russell 2000 ETF
-0.47%
-$8,060.55 
DFIV Dimensional International Value ETF
-0.47%
-$51,446.07 
AVDE Avantis International Equity ETF
-0.46%
-$114,474.78 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
-0.46%
-$720 
PEP PepsiCo, Inc.
-0.46%
-$2,552.96 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$1,201.98 
TRV The Travelers Companies, Inc.
-0.43%
-$1,113.29 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$1,359.83 
HD The Home Depot, Inc.
-0.42%
-$22,597.56 
MELI MercadoLibre, Inc.
-0.41%
-$4,543.54 
MBB iShares MBS ETF
-0.4%
-$950.9 
ETR Entergy Corporation
-0.38%
-$11,672.67 
VGT Vanguard Information Technology ETF
-0.38%
-$2,557.21 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$1,006.83 
MDT Medtronic plc
-0.37%
-$2,644.48 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,398.54 
TMUS T-Mobile US, Inc.
-0.36%
-$2,894.17 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$11,281.2 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$1,203.84 
CL Colgate-Palmolive Company
-0.33%
-$1,386.3 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$880.6 
CEG Constellation Energy Corporation
-0.31%
-$5,220.45 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$609 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$56,754.3 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
-0.3%
-$2,354.92 
VST Vistra Corp
-0.29%
-$1,120.58 
EVRG Evergy Inc.
-0.29%
-$948.71 
CBSH Commerce Bancshares, Inc.
-0.29%
-$1,394 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,405.8 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$4,301.25 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,902.68 
FBND Fidelity Total Bond ETF
-0.27%
-$1,035.6 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,147.8 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,913.08 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$77,174.75 
MFC Manulife Financial Corporation
-0.25%
-$1,450.46 
COST Costco Wholesale Corporation
-0.24%
-$1,630.18 
AHR American Healthcare REIT, Inc.
-0.23%
-$657.28 
BNDX Vanguard Total International Bond ETF
-0.23%
-$637.01 
VB Vanguard Small-Cap ETF
-0.22%
-$776.14 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$6,480 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$3,033.6 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$4,324.84 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$29,901.03 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$1,184.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$9,579.6 
IXN iShares Global Tech ETF
-0.21%
-$3,870.72 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$4,918.95 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.2%
-$2,039.42 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$12,588.47 
IMCV iShares Morningstar Mid-Cap ETF
-0.19%
-$4,435.02 
IAPR Innovator International Developed Power Buffer ETF
-0.18%
-$726.52 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$1,576.17 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$1,300 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$430.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,783.06 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$1,854.99 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$903.84 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$958.56 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$394.08 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$695.64 
IDV iShares International Select Dividend ETF
-0.14%
-$300.9 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$2,615.19 
BBDC Barings BDC Inc.
-0.12%
-$706.85 
MUB iShares National Muni Bond ETF
-0.11%
-$3,162.6 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$237.22 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$36,439.28 
XLF Financial Select Sector SPDR Fund
-0.1%
-$576.72 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$5,216.05 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$326.46 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$183.48 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.09%
-$234.64 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$2,474.72 
IOCT Innovator International Developed Power Buffer ETF – October
-0.07%
-$289.52 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$664.2 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$706.37 
VO Vanguard Mid-Cap ETF
-0.05%
-$4,154.24 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$84.65 
V Visa Inc. Class A
-0.04%
-$1,044.19 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$101.04 
KAPR Innovator U.S. Small Cap Power Buffer ETF
-0.03%
-$109.69 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$5,967.87 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$291.35 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$378.21 
TGT Target Corporation
-0.01%
-$55.44 Events
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Dividends
Dividend Analysis
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| Trades 1519 | Longs Won 1111/1519 73% | Profit Factor 19.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.05M |
| Average Win $253,060.87 | Best Trade (Aug 14) $28.74M | Sharpe Ratio -9.53 |
| Average Loss -$35,286.66 | Worst Trade (Mar 31) -$1.42M | Z-Score 8.8 (100%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $175,614.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 4,655 | $1.9M | $1.9M | - | - | - | 0.0 |
| AAPL Apple Inc. | 26,719 | $6.04M | $8.25M | - | $2.22M | 36.71% | -7.354% |
| ABBV AbbVie Inc. | 16,265 | $3.17M | $4.08M | - | $914,729.79 | 28.88% | -2.513% |
| ABT Abbott Laboratories | 2,605 | $236,374 | $275,348.5 | - | $38,974.5 | 16.49% | +0.085% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 10,000 | $704,036.41 | $752,500 | - | $48,463.59 | 6.88% | -0.172% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 16,323 | $332,664.37 | $337,722.87 | - | $5,058.5 | 1.52% | -0.097% |
| ADI Analog Devices, Inc. | 12,047 | $2.51M | $4.43M | - | $1.92M | 76.58% | +0.202% |
| AEM Agnico Eagle Mines Limited | 7,654 | $829,770.14 | $1.11M | - | $282,126.44 | 34% | -3.635% |
| AFL Aflac Inc. | 4,035 | $457,329.74 | $514,381.8 | - | $57,052.06 | 12.48% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 308,699 | $30.61M | $30.06M | - | -$554,182.37 | -1.81% | -0.256% |
| AHR American Healthcare REIT, Inc. | 5,056 | $212,619.3 | $281,113.6 | - | $68,494.3 | 32.21% | -0.233% |
| AKAM Akamai Technologies Inc. | 2,772 | $252,631.57 | $319,278.96 | - | $66,647.39 | 26.38% | +1.257% |
| ALL Allstate Corporation | 9,777 | $2.03M | $2.58M | - | $556,862.5 | 27.5% | -0.49% |
| AMAT Applied Materials, Inc. | 2,610 | $1.89M | $1.33M | - | -$561,723.27 | -29.77% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 5,671 | $742,617.23 | $2.7M | - | $1.96M | 263.61% | -1.904% |
| AMGN Amgen Inc. | 671 | $235,930.73 | $258,442.36 | - | $22,511.63 | 9.54% | -0.64% |
| AMZN Amazon.com Inc | 27,731 | $5.38M | $7.53M | - | $2.15M | 39.98% | +15.321% |
| ANET Arista Networks, Inc. | 2,402 | $321,743.43 | $433,200.72 | - | $111,457.29 | 34.64% | +5.456% |
| APD Air Products and Chemicals, Inc. | 13,175 | $3.8M | $3.89M | - | $80,299.06 | 2.11% | -1.769% |
| APH Amphenol Corporation | 31,852 | $1.64M | $2.56M | - | $918,045.34 | 55.94% | +0.551% |
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FAQ
Which stocks have generated the highest profits for Cole Dimond?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $11.89M, iShares Silver Trust - $4.38M, VANGUARD TOTAL STOCK MKT ETF - $3.21M, Advanced Micro Devices, Inc - $2.43M, and iShares Core S&P 500 ETF - $2M. 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: Fiserv, Inc - $1.74M, Comcast Corp - $568,695.82, UnitedHealth Group Incorporated - $423,231.64, S&P Global Inc - $263,425.53, and T-Mobile US, Inc - $255,581.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cole Dimond's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.4M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.77M, iShares Core U.S. Aggregate Bond ETF - $1.38M, Avantis International Equity ETF - $934,880.99, iShares Core MSCI EAFE ETF - $894,697.06, and Avantis U.S. Equity ETF - $762,975.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cole Dimond's monthly returns?
Cole Dimond'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 Cole Dimond's strategy be considered aggressive or moderate?
Cole Dimond'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 Cole Dimond's strategy?
Cole Dimond'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.
