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:
35.3%
Gain -0.46%
Monthly
1.64%
Yearly
21.61%
Drawdown
10.9%
$1.05B
Equity
Holdings
$1.05B
Investment
$832.09M
$257.01M
Profit -$4.38M
Realized
$41.31M
Unrealized
$215.7M
Dividends
$23.38M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$4.38M
Win %
68%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$9.92M
Win %
68%
This Month
Compared to last month
Gain
0.86%
Profit
$8.89M
Win %
68%
This Year
Compared to last year
Gain
1.14%
Profit
$11.86M
Win %
70%
COP ConocoPhillips
+2.47%
+$14,626.5 
FANG Diamondback Energy Inc
+2.35%
+$56,314.42 
MSI Motorola Solutions, Inc.
+2.33%
+$95,717.35 
RTX RTX Corporation
+2.3%
+$25,529.1 
PEP PepsiCo, Inc.
+2.07%
+$10,590.8 
PEG Public Service Enterprise Group Incorporated
+1.92%
+$3,651.75 
CVX Chevron Corporation
+1.88%
+$8,085.02 
OKE ONEOK, Inc.
+1.86%
+$7,632.04 
DVN Devon Energy Corporation
+1.84%
+$80,477.12 
TJX The TJX Companies, Inc.
+1.83%
+$44,148.72 
SO The Southern Company
+1.79%
+$4,336 
EVRG Evergy Inc.
+1.66%
+$5,356.31 
DUK Duke Energy Corporation
+1.58%
+$3,173.44 
XOM Exxon Mobil Corporation
+1.47%
+$33,281.87 
JPM JPMorgan Chase & Co.
+1.42%
+$113,420.82 
WFC Wells Fargo & Company
+1.41%
+$31,525.65 
COF Capital One Financial Corporation
+1.4%
+$3,202.92 
GE General Electric Company
+1.39%
+$2,636.11 
KO The Coca-Cola Company
+1.36%
+$7,305 
CASY Casey's General Stores Inc.
+1.33%
+$2,550.75 
ALL Allstate Corporation
+1.28%
+$30,064.18 
COST Costco Wholesale Corporation
+1.28%
+$8,930.35 
NEE NextEra Energy, Inc.
+1.26%
+$38,122.43 
LIN Linde plc
+1.24%
+$3,666 
TMUS T-Mobile US, Inc.
+1.24%
+$8,912.36 
GM General Motors Company
+1.18%
+$2,661.12 
NXPI NXP Semiconductors N.V.
+1.18%
+$19,652.03 
ETR Entergy Corporation
+1.14%
+$33,736.95 
SHLD Global X Defense Tech ETF
+1.12%
+$4,495.48 
MRK Merck & Co., Inc.
+1.09%
+$7,726.2 
HD The Home Depot, Inc.
+1.02%
+$51,046.98 
CMI Cummins Inc.
+1.01%
+$30,542.37 
ZTS Zoetis Inc.
+1.01%
+$3,724.85 
PGR Progressive Corporation
+1%
+$1,962.07 
VZ Verizon Communications Inc.
+0.98%
+$36,434.73 
ITA iShares U.S. Aerospace & Defense ETF
+0.95%
+$2,073.75 
KRP Kimbell Royalty Partners, LP
+0.94%
+$7,060.2 
PG Procter & Gamble Co
+0.93%
+$2,866.35 
SYF Synchrony Financial
+0.93%
+$3,238.68 
LLY Eli Lilly and Company
+0.9%
+$22,630.74 
AAPL Apple Inc.
+0.89%
+$81,492.95 
TT Trane Technologies plc
+0.86%
+$16,916.2 
CL Colgate-Palmolive Company
+0.8%
+$3,419.54 
ORLY O'Reilly Automotive Inc.
+0.78%
+$1,732.59 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$33,911.54 
ADI Analog Devices, Inc.
+0.76%
+$37,044.4 
MFC Manulife Financial Corporation
+0.73%
+$4,219.52 
AVSD Avantis Responsible International Equity ETF
+0.71%
+$1,946.99 
IDV iShares International Select Dividend ETF
+0.71%
+$1,504.5 
ABBV AbbVie Inc.
+0.71%
+$32,611.33 
FVD First Trust Value Line Dividend Index Fund
+0.71%
+$6,041.98 
AFL Aflac Inc.
+0.69%
+$3,268.35 
PH Parker-Hannifin Corporation
+0.65%
+$9,961.77 
DIS The Walt Disney Company
+0.61%
+$4,127.6 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.61%
+$7,622.29 
CB Chubb Limited
+0.6%
+$25,992.27 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
+0.6%
+$840 
SCI Service Corporation International
+0.6%
+$22,373.05 
V Visa Inc. Class A
+0.59%
+$17,603.24 
DFIV Dimensional International Value ETF
+0.59%
+$62,878.53 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$20,063.12 
T AT&T Inc.
+0.57%
+$1,405.48 
WMT Walmart Inc.
+0.56%
+$60,639.09 
AVDV Avantis International Small Cap Value ETF
+0.55%
+$39,944.39 
GEV GE Vernova Inc.
+0.54%
+$11,525 
BAC Bank of America Corporation
+0.5%
+$4,343.3 
BMI Badger Meter Inc.
+0.5%
+$1,277.64 
SDY SPDR S&P Dividend ETF
+0.49%
+$2,428.2 
JNJ Johnson & Johnson
+0.48%
+$23,038.48 
DRI Darden Restaurants, Inc.
+0.47%
+$19,110.21 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.47%
+$1,660.56 
MAS Masco Corporation
+0.46%
+$7,852.02 
APD Air Products and Chemicals, Inc.
+0.45%
+$17,522.62 
XLF Financial Select Sector SPDR Fund
+0.42%
+$2,210.76 
EFV iShares MSCI EAFE Value ETF
+0.4%
+$4,733.82 
IYG iShares U.S. Financial Services ETF
+0.37%
+$5,539.62 
AVDE Avantis International Equity ETF
+0.35%
+$85,856.09 
TRV The Travelers Companies, Inc.
+0.34%
+$881.06 
CME CME Group Inc.
+0.33%
+$12,582.03 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$873.6 
VNQ Vanguard Real Estate ETF
+0.29%
+$1,520.03 
AMGN Amgen Inc.
+0.27%
+$778.36 
MCD McDonald's Corporation
+0.25%
+$980.4 
MPC Marathon Petroleum Corporation
+0.24%
+$24,234.12 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.24%
+$1,956.64 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.23%
+$3,049.43 
ZJAN Innovator Defined Wealth Shield ETF
+0.21%
+$2,196.96 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.2%
+$3,212.16 
IEFA iShares Core MSCI EAFE ETF
+0.2%
+$40,958.39 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.19%
+$3,403.89 
IAPR Innovator International Developed Power Buffer ETF
+0.19%
+$732.37 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
+0.16%
+$1,241.19 
IMCV iShares Morningstar Mid-Cap ETF
+0.15%
+$3,449.46 
IUSV iShares Core S&P U.S. Value ETF
+0.14%
+$4,276.8 
CAH Cardinal Health Inc.
+0.13%
+$893.1 
FCX Freeport-McMoRan Inc.
+0.11%
+$257.68 
IVE ISHARES S&P 500 VALUE ETF
+0.11%
+$7,133.62 
IOCT Innovator International Developed Power Buffer ETF – October
+0.11%
+$413.6 
NVDA NVIDIA Corporation
+0.1%
+$4,954.74 
XLI Industrial Select Sector SPDR Fund
+0.1%
+$582.4 
CVS CVS Health Corporation
+0.09%
+$213.44 
VIG Vanguard Dividend Appreciation ETF
+0.08%
+$539 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$200.84 
RWL Invesco S&P 500 Revenue ETF
+0.06%
+$161.36 
MA Mastercard Incorporated
+0.05%
+$268.46 
MS Morgan Stanley
+0.05%
+$153.94 
AVUV Avantis U.S. Small Cap Value ETF
+0.04%
+$6,045.75 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$82.96 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.04%
+$290.34 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$7,567.24 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$2,267.65 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$228.44 
VGSH Vanguard Short-Term Treasury Fund
+0.03%
+$353.16 
BSX Boston Scientific Corporation
+0.02%
+$50.26 
URI United Rentals, Inc.
+0.02%
+$1,176.2 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$644.64 
ABT Abbott Laboratories
+0.01%
+$26.05 
CDNMF EGR Exploration Ltd.
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 HIMU
HIMU
0%
$0 ZJUL
ZJUL
0%
$0 DDFS
DDFS
0%
$0 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
0%
$0 7840
78409V112
0%
$0 
FTNT Fortinet Inc.
-7.49%
-$28,118.69 
STX Seagate Technology Holdings plc
-5.66%
-$20,850.96 
IGV iShares Expanded Tech-Software Sector ETF
-4.63%
-$23,453.82 
SNDK SanDisk Corporation
-4.58%
-$27,609.12 
SKYY First Trust Cloud Computing ETF
-4.57%
-$33,337.5 
INTC Intel Corporation
-3.99%
-$10,872.03 
MU Micron Technology, Inc.
-3.71%
-$18,040.32 
NTAP NetApp, Inc.
-3.63%
-$15,745.9 
ORCL Oracle Corporation
-3.62%
-$7,470.89 
BAI iShares A.I. Innovation and Tech Active ETF
-3.46%
-$27,109.5 
AMD Advanced Micro Devices, Inc.
-3.43%
-$109,305.69 
ANET Arista Networks, Inc.
-3.38%
-$15,060.54 
SNPS Synopsys, Inc.
-3.36%
-$65,059.24 
AKAM Akamai Technologies Inc.
-3.17%
-$8,121.96 
GLW Corning Incorporated
-3.11%
-$5,899.59 
AVGO Broadcom Inc.
-3.1%
-$251,385.99 
MRVL Marvell Technology, Inc.
-2.99%
-$17,551.84 
LRCX Lam Research Corporation
-2.89%
-$15,162.93 
CRM Salesforce Inc
-2.83%
-$83,695.88 
NFLX Netflix, Inc.
-2.68%
-$10,185.97 
AMAT Applied Materials, Inc.
-2.6%
-$29,153.7 
META Meta Platforms Inc Class A
-2.49%
-$90,141.69 
JAZZ Jazz Pharmaceuticals plc
-2.34%
-$4,256.72 
VRT Vertiv Holdings Co
-2.12%
-$2,784.6 
XLK State Street Technology Select Sector SPDR ETF
-1.98%
-$295,083.75 
SHOP Shopify Inc.
-1.97%
-$8,167.77 
MSFT Microsoft Corp.
-1.95%
-$221,761.69 
MTUM iShares MSCI USA Momentum Factor ETF
-1.91%
-$50,280.24 
VGT Vanguard Information Technology ETF
-1.88%
-$13,678.1 
IYW iShares U.S. Technology ETF
-1.88%
-$7,280.28 
IXN iShares Global Tech ETF
-1.87%
-$36,492.72 
CSCO Cisco Systems, Inc.
-1.73%
-$11,856.81 
GOOGL Alphabet Inc
-1.69%
-$64,365.81 
EBAY eBay Inc.
-1.68%
-$4,986.98 
GOOG Alphabet Inc
-1.59%
-$152,659.42 
QQQ Invesco QQQ Trust, Series 1
-1.58%
-$285,216.27 
TSLA Tesla, Inc.
-1.57%
-$12,933.37 
ETN Eaton Corporation plc
-1.51%
-$64,991.6 
DE Deere & Company
-1.48%
-$3,104.02 
UNH UnitedHealth Group Incorporated
-1.47%
-$55,841.24 
EW Edwards Lifesciences Corporation
-1.43%
-$27,619.16 
SPMO Invesco S&P 500 Momentum ETF
-1.39%
-$6,142.53 
HCA HCA Healthcare Inc.
-1.37%
-$41,344.8 
IWF iShares Russell 1000 Growth ETF
-1.36%
-$458,745.43 
ESGE iShares ESG Aware MSCI EM ETF
-1.33%
-$7,294.68 
VOT Vanguard Mid-Cap Growth ETF
-1.32%
-$6,519.64 
BDX Becton, Dickinson and Company
-1.28%
-$3,675.36 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.26%
-$5,172.92 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.25%
-$4,397.4 
VUG Vanguard Growth ETF
-1.25%
-$71,378.72 
IWM iShares Russell 2000 ETF
-1.22%
-$19,484.56 
EL The Estée Lauder Companies Inc. Class A
-1.21%
-$3,398.2 
AVEM Avantis Emerging Markets Equity ETF
-1.2%
-$240,424.07 
APH Amphenol Corporation
-1.19%
-$61,792.88 
CDNS Cadence Design Systems, Inc.
-1.18%
-$19,971.53 
CGNX Cognex Corporation
-1.17%
-$8,769.15 
TGT Target Corporation
-1.17%
-$5,073.78 
CMG Chipotle Mexican Grill, Inc.
-1.16%
-$19,512.93 
IUSG iShares Core S&P U.S. Growth ETF
-1.15%
-$41,983.53 
IQV IQVIA Holdings Inc.
-1.11%
-$30,508.04 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.09%
-$3,295.06 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.09%
-$26,518.8 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.08%
-$31,862.02 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$49,974.89 
VWO Vanguard FTSE Emerging Markets ETF
-1.03%
-$3,890.15 
FIS Fidelity National Information Services, Inc.
-1.02%
-$19,323.99 
MELI MercadoLibre, Inc.
-1.02%
-$11,095.99 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.01%
-$10,923.83 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.98%
-$2,516 
AMZN Amazon.com Inc
-0.93%
-$65,445.16 
VB Vanguard Small-Cap ETF
-0.9%
-$3,057.6 
STE STERIS plc
-0.9%
-$2,405.82 
VLUE iShares MSCI USA Value Factor ETF
-0.86%
-$25,330.89 
DXCM DexCom, Inc.
-0.83%
-$20,869.24 
BLCR iShares Large Cap Core ACT ETF
-0.83%
-$4,207.83 
IWR iShares Russell Mid-Cap ETF
-0.75%
-$11,446.87 
CEG Constellation Energy Corporation
-0.73%
-$12,954.45 
EQIX Equinix, Inc.
-0.73%
-$16,266.33 
IBM International Business Machines Corporation
-0.71%
-$2,500.83 
DFAS Dimensional U.S. Small Cap ETF
-0.71%
-$1,706.62 
BBDC Barings BDC Inc.
-0.7%
-$4,241.1 
MDT Medtronic plc
-0.69%
-$5,454.24 
LUV Southwest Airlines Co.
-0.69%
-$4,593.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.68%
-$12,162.66 
SCHB Schwab U.S. Broad Market ETF
-0.68%
-$1,460.4 
OEF iShares S&P 100 ETF
-0.67%
-$4,428.11 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$196,332.5 
KAPR Innovator U.S. Small Cap Power Buffer ETF
-0.66%
-$2,193.88 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.65%
-$6,526.08 
EYLD Cambria Emerging Shareholder Yield Fund
-0.64%
-$4,209.31 
SCHX Schwab U.S. Large-Cap ETF
-0.63%
-$1,338.55 
THRO iShares U.S. Thematic Rotation Active ETF
-0.62%
-$8,481.27 
ESGU iShares ESG Aware MSCI USA ETF
-0.59%
-$10,657 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.59%
-$22,381.08 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$48,723.07 
VOO Vanguard S&P 500 ETF
-0.59%
-$143,168.61 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$119,387.2 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$193,583.22 
IVV iShares Core S&P 500 ETF
-0.58%
-$977,143.5 
BNOV FGCI Inc.
-0.56%
-$1,865.88 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.55%
-$16,646 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$8,135.6 
UNP Union Pacific Corporation
-0.51%
-$22,193.93 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.51%
-$1,379.73 
MDY SPDR S&P MidCap 400 ETF Trust
-0.5%
-$9,934.8 
VSGX Vanguard ESG International Stock ETF
-0.47%
-$2,159.38 
CSX CSX Corporation
-0.44%
-$1,244.85 
QUAL iShares MSCI USA Quality Factor ETF
-0.44%
-$4,884.45 
SLV iShares Silver Trust
-0.43%
-$50,136.3 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.42%
-$3,450.03 
GPN Global Payments Inc.
-0.42%
-$1,682.7 
BSEP Innovator U.S. Equity Buffer ETF
-0.42%
-$2,027.31 
VO Vanguard Mid-Cap ETF
-0.41%
-$34,272.48 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.41%
-$1,429.56 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.4%
-$8,900.28 
AVUS Avantis U.S. Equity ETF
-0.39%
-$317,532.39 
PSLV Sprott Physical Silver Trust
-0.38%
-$1,127 
JCI Johnson Controls International plc
-0.35%
-$16,579.16 
BUFF Innovator Laddered Allocation Fund
-0.35%
-$23,173.16 
TLH iShares 10-20 Year Treasury Bond ETF
-0.34%
-$1,119.36 
GLD SPDR Gold Shares
-0.32%
-$14,595.06 
IAU iShares Gold Trust
-0.32%
-$957.5 
USMV iShares MSCI USA Min Vol Factor ETF
-0.3%
-$15,758.54 
AHR American Healthcare REIT, Inc.
-0.3%
-$808.96 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.29%
-$2,200 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
-0.28%
-$1,193.03 
VEU Vanguard FTSE All-World ex-US ETF
-0.28%
-$5,526.21 
BUFB Innovator Laddered Allocation Buffer ETF
-0.27%
-$5,424.54 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.27%
-$689.64 
MBB iShares MBS ETF
-0.27%
-$629.65 
RSP Invesco S&P 500 Equal Weight ETF
-0.27%
-$2,795.02 
IALT iShares Systematic Alternatives Active ETF
-0.27%
-$643.44 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.27%
-$823.05 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.27%
-$2,767.82 
BNDX Vanguard Total International Bond ETF
-0.27%
-$723.87 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.26%
-$510.69 
MOAT VanEck Morningstar Wide Moat Fund
-0.26%
-$1,710 
GS The Goldman Sachs Group, Inc.
-0.25%
-$920.25 
FLO Flowers Foods, Inc.
-0.24%
-$579.42 
IEF iShares 7-10 Year Treasury Bond ETF
-0.23%
-$1,500.19 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.22%
-$734.53 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$9,584.92 
MUB iShares National Muni Bond ETF
-0.21%
-$5,666.32 
FBND Fidelity Total Bond ETF
-0.19%
-$733.55 
CORO Ishares International Country Rotational Active ETF
-0.19%
-$1,389.7 
IHI iShares U.S. Medical Devices ETF
-0.18%
-$522.59 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.18%
-$4,427.06 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.18%
-$1,634.21 
CP Canadian Pacific Kansas City Limited
-0.18%
-$477.4 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.17%
-$560.48 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$49,391.84 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.16%
-$888.37 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$1,655.86 
PKW Invesco BuyBack Achievers ETF
-0.14%
-$1,297.44 
IUSB iShares Core Universal USD Bond ETF
-0.14%
-$1,820.16 
CBSH Commerce Bancshares, Inc.
-0.13%
-$583.84 
EFG iShares MSCI EAFE Growth ETF
-0.13%
-$1,610.1 
JMUB JPMorgan Municipal Bond ETF
-0.12%
-$258.78 
IAGG iShares International Aggregate Bond Fund
-0.12%
-$677.88 
ILCV iShares Morningstar Value ETF
-0.12%
-$2,068.69 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$478.25 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$214.06 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.1%
-$263.97 
BAPR Innovator U.S. Equity Buffer ETF
-0.1%
-$511.83 
BALT Inn Defined Wealth Shield Mutual Fund
-0.1%
-$778.28 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$130.5 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$3,129.63 
DDFA Innovator Equity Dual Directional 15 Buffer ETF - April
-0.05%
-$359.3 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$101.04 
VST Vistra Corp
-0.03%
-$117.27 
UMAR Innovator U.S. Equity Ultra Fund
-0.02%
-$1,330.08 
AEM Agnico Eagle Mines Limited
-0.02%
-$306.16 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.02%
-$119.82 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$199.26 
IWD iShares Russell 1000 Value ETF
-0.02%
-$646.76 
CAT Caterpillar Inc.
-0.01%
-$159.5 Events
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Dividends
Dividend Analysis
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| Trades 1519 | Longs Won 1089/1519 71% | Profit Factor 15.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $252,297.48 | Best Trade (Oct 15) $27.64M | Sharpe Ratio -9.53 |
| Average Loss -$41,251.67 | Worst Trade (Mar 31) -$1.42M | Z-Score 6.19 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 1d | Expectancy $169,199.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 4,655 | $1.9M | $1.9M | - | - | - | 0.0 |
| AAPL Apple Inc. | 26,719 | $6.04M | $9.22M | - | $3.18M | 52.7% | +0.892% |
| ABBV AbbVie Inc. | 16,265 | $3.17M | $4.64M | - | $1.48M | 46.59% | +0.707% |
| ABT Abbott Laboratories | 2,605 | $236,374 | $272,717.45 | - | $36,343.45 | 15.38% | +0.01% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 10,000 | $704,036.41 | $744,200 | - | $40,163.59 | 5.7% | -0.295% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 16,323 | $332,664.37 | $338,130.94 | - | $5,466.57 | 1.64% | -0.217% |
| ADI Analog Devices, Inc. | 12,047 | $2.51M | $4.9M | - | $2.4M | 95.62% | +0.761% |
| AEM Agnico Eagle Mines Limited | 7,654 | $829,770.14 | $1.44M | - | $605,507.94 | 72.97% | -0.021% |
| AFL Aflac Inc. | 4,035 | $457,329.74 | $479,600.1 | - | $22,270.36 | 4.87% | +0.686% |
| AGG iShares Core U.S. Aggregate Bond ETF | 308,699 | $30.61M | $29.4M | - | -$1.21M | -3.95% | -0.168% |
| AHR American Healthcare REIT, Inc. | 5,056 | $212,619.3 | $267,209.6 | - | $54,590.3 | 25.68% | -0.302% |
| AKAM Akamai Technologies Inc. | 2,772 | $252,631.57 | $247,789.08 | - | -$4,842.49 | -1.92% | -3.174% |
| ALL Allstate Corporation | 9,777 | $2.03M | $2.37M | - | $347,585.94 | 17.16% | +1.283% |
| AMAT Applied Materials, Inc. | 2,610 | $1.89M | $1.09M | - | -$793,569.6 | -42.06% | -2.598% |
| AMD Advanced Micro Devices, Inc. | 5,671 | $742,617.23 | $3.08M | - | $2.34M | 314.63% | -3.428% |
| AMGN Amgen Inc. | 671 | $235,930.73 | $292,012.49 | - | $56,081.76 | 23.77% | +0.267% |
| AMZN Amazon.com Inc | 27,731 | $5.38M | $7M | - | $1.62M | 30.09% | -0.926% |
| ANET Arista Networks, Inc. | 2,402 | $321,743.43 | $430,702.62 | - | $108,959.19 | 33.87% | -3.379% |
| APD Air Products and Chemicals, Inc. | 13,175 | $3.8M | $3.93M | - | $120,350.93 | 3.16% | +0.448% |
| APH Amphenol Corporation | 63,704 | $1.64M | $5.13M | - | $3.49M | 212.52% | -1.19% |
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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 - $11.91M, iShares Silver Trust - $4.38M, VANGUARD TOTAL STOCK MKT ETF - $3.29M, iShares Core S&P 500 ETF - $2.48M, and Advanced Micro Devices, Inc - $2.43M. 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 - $401,567.48, S&P Global Inc - $263,425.53, and T-Mobile US, Inc - $250,895.74. 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 $23.38M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $2.24M, iShares Core U.S. Aggregate Bond ETF - $1.48M, Avantis International Equity ETF - $1.02M, Avantis U.S. Equity ETF - $948,024.69, and iShares Core MSCI EAFE ETF - $894,697.06. 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.
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