KD
Keith Diamond Portfolio
Invests via Prudent Man Investment Management Inc. | Managed by Keith Diamond, Chris Reading, Carol Johnson
Invests via Prudent Man Investment Management Inc.
Managed by Keith Diamond, Chris Reading, Carol Johnson
Automatically Tracked
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:
27.35%
Gain +0.32%
Monthly
1.13%
Yearly
14.45%
Drawdown
12.07%
$323.76M
Equity
Holdings
$323.76M
Investment
$272.95M
$52.2M
Profit +$775,486.32
Realized
$1.38M
Unrealized
$50.82M
Dividends
$9.12M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$775,486.32
Win %
80%
This Week
Compared To Last Week
Gain
0.1%
Profit
$310,178.65
Win %
80%
This Month
Compared to last month
Gain
1.19%
Profit
$3.82M
Win %
80%
This Year
Compared to last year
Gain
1.3%
Profit
$4.19M
Win %
81%
F Ford Motor Company
+3.09%
+$38 
GE General Electric Company
+2.54%
+$39.6 
LMT Lockheed Martin Corporation
+2.38%
+$6,466.79 
PNC The PNC Financial Services Group, Inc.
+2.28%
+$8,960.75 
PM Philip Morris International Inc.
+2.24%
+$806.4 
OVV Ovintiv Inc.
+2.19%
+$84.1 
BLK BlackRock, Inc.
+2.13%
+$501.79 
USB U.S. Bancorp
+2.12%
+$506.65 
JPM JPMorgan Chase & Co.
+2.08%
+$1,352.18 
FAN First Trust Global Wind Energy ETF
+1.83%
+$80 
WFC Wells Fargo & Company
+1.76%
+$1,164 
CVE Cenovus Energy Inc.
+1.71%
+$159.14 
TXN Texas Instruments Inc
+1.68%
+$89.3 
AEP American Electric Power Company, Inc.
+1.64%
+$203.5 
CMCSA Comcast Corp
+1.58%
+$410.55 
ETR Entergy Corporation
+1.41%
+$88.2 
AXP American Express Company
+1.39%
+$1,953.15 
BAC Bank of America Corporation
+1.35%
+$1,179.5 
MDLZ Mondelez International, Inc.
+1.33%
+$104.16 
PEG Public Service Enterprise Group Incorporated
+1.33%
+$1,060.29 
BA Boeing Company
+1.33%
+$150.6 
MET MetLife Inc.
+1.32%
+$129.36 
PEP PepsiCo, Inc.
+1.31%
+$775.1 
PG Procter & Gamble Co
+1.24%
+$227.56 
CASY Casey's General Stores Inc.
+1.24%
+$2,165.8 
KEY KeyCorp
+1.23%
+$169.78 
LLY Eli Lilly and Company
+1.2%
+$1,062.16 
MO Altria Group, Inc.
+1.18%
+$156.6 
NWN Northwest Natural Holding Company
+1.14%
+$82.5 
EXC Exelon Corporation
+1.13%
+$48 
JNJ Johnson & Johnson
+1.13%
+$1,001 
SRE Sempra
+1.12%
+$274.5 
HD The Home Depot, Inc.
+1.11%
+$34.2 
DIS The Walt Disney Company
+1.09%
+$968.82 
DFIV Dimensional International Value ETF
+1.08%
+$586.85 
WEC WEC Energy Group Inc.
+1.07%
+$342 
GSK GSK plc Sponsored ADR
+1.06%
+$62.4 
GS The Goldman Sachs Group, Inc.
+1.05%
+$883.13 
NEE NextEra Energy, Inc.
+1.04%
+$39.36 
DFIS Dimensional International Small Cap ETF
+1.03%
+$330.41 
DFIC Dimensional International Core Equity Market ETF
+1.02%
+$20.79 
PPL PPL Corporation
+1.01%
+$35 
TMUS T-Mobile US, Inc.
+1.01%
+$81.09 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.01%
+$10.69 
WMB The Williams Companies, Inc.
+1%
+$76.45 
BRK-B Berkshire Hathaway Inc.
+1%
+$853.74 
LOW Lowe's Companies Inc.
+1%
+$391 
DISV Dimensional International Small Cap Equity Fund
+0.98%
+$351.96 
ASML ASML Holding N.V. New York Registry Shares
+0.96%
+$951.3 
DFAI Dimensional International Core Equity Market ETF
+0.94%
+$405,666.3 
PSX Phillips 66
+0.92%
+$133 
CVX Chevron Corporation
+0.91%
+$746 
EXPE Expedia Group, Inc.
+0.89%
+$482.85 
FE FirstEnergy Corp.
+0.89%
+$121.5 
ITW Illinois Tool Works Inc.
+0.88%
+$258.12 
IEFA iShares Core MSCI EAFE ETF
+0.86%
+$82.17 
SON Sonoco Products Co.
+0.86%
+$72.67 
BBY Best Buy Co., Inc.
+0.85%
+$104 
CAG Conagra Brands Inc.
+0.81%
+$30.93 
HON Honeywell International Inc.
+0.79%
+$26.64 
SCHF Schwab International Equity ETF
+0.76%
+$14.76 
VZ Verizon Communications Inc.
+0.76%
+$174.2 
AAPL Apple Inc.
+0.73%
+$35,715 
KHC The Kraft Heinz Company
+0.73%
+$6.97 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.72%
+$28.28 
XEL Xcel Energy Inc.
+0.69%
+$612.56 
DFSV Dimensional US Small Cap Value ETF
+0.69%
+$4,647.84 
MRK Merck & Co., Inc.
+0.68%
+$99 
NKE Nike, Inc. - Class B
+0.66%
+$64.44 
V Visa Inc. Class A
+0.65%
+$164.12 
COST Costco Wholesale Corporation
+0.64%
+$68.31 
SDY SPDR S&P Dividend ETF
+0.62%
+$60.48 
DFAT Dimensional US Targeted Value ETF
+0.59%
+$6,122.79 
CSX CSX Corporation
+0.58%
+$57 
NVDA NVIDIA Corporation
+0.56%
+$2,379 
PPG PPG Industries Inc.
+0.55%
+$177 
DFLV Dimensional US Large Cap Value ETF
+0.55%
+$67,917.37 
VNQ Vanguard Real Estate ETF
+0.54%
+$2.95 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.54%
+$3.26 
VTV Vanguard Value ETF
+0.53%
+$2,100.4 
IUSV iShares Core S&P U.S. Value ETF
+0.5%
+$17.67 
NVS Novartis AG Sponsored ADR
+0.48%
+$61.32 
DFUV Dimensional US Marketwide Value ETF
+0.48%
+$127,289.07 
ABBV AbbVie Inc.
+0.48%
+$292.4 
WMT Walmart Inc.
+0.46%
+$1,603.26 
XOM Exxon Mobil Corporation
+0.46%
+$1,294.42 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.44%
+$6,808.96 
TSLA Tesla, Inc.
+0.42%
+$22.95 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.41%
+$6.86 
VIG Vanguard Dividend Appreciation ETF
+0.39%
+$20.79 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$1,321.57 
HLN Haleon Plc - ADR
+0.35%
+$1.75 
SLV iShares Silver Trust
+0.35%
+$1.8 
GLD SPDR Gold Shares
+0.3%
+$1.16 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.24%
+$12.4 
AVGE FRCL 3 2022Q3 Hb Float
+0.22%
+$36.34 
BAX Baxter International Inc.
+0.21%
+$38.5 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$4.68 
TIP iShares TIPS Bond ETF
+0.18%
+$2.4 
URA Global X Uranium ETF
+0.17%
+$12 
PFE Pfizer Inc.
+0.15%
+$4.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.13%
+$142,389.12 
DFAW Dimensional World Equity ETF
+0.11%
+$3,517.11 
VUSB Vanguard Ultra-Short Bond ETF
+0.1%
+$1,388.6 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$7.47 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$13.26 
CAH Cardinal Health Inc.
+0.08%
+$23.31 
DUHP Dimensional US High Profitability ETF
+0.07%
+$0.9 
VT Vanguard Total World Stock ETF
+0.07%
+$128.92 
GOVT iShares U.S. Treasury Bond ETF
+0.06%
+$7.47 
VOO Vanguard S&P 500 ETF
+0.06%
+$156.33 
ABT Abbott Laboratories
+0.05%
+$13.05 
MRSH Marsh & McLennan Companies, Inc.
+0.04%
+$1.33 
QUAL iShares MSCI USA Quality Factor ETF
+0.03%
+$1.8 
DFAS Dimensional U.S. Small Cap ETF
+0.03%
+$110.95 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$23,570.21 
DFAU Dimensional US Core Equity Market ETF
+0.03%
+$5,113.15 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.02%
+$1.45 
SNPE Xtrackers S&P 500 ESG ETF
+0.02%
+$16.02 
IVV iShares Core S&P 500 ETF
+0.01%
+$21.02 
SPY SPDR S&P 500 ETF Trust
+0.01%
+$14.18 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
XTIA XTI Aerospace Inc.
-3.79%
-$1.45 
RKLB Rocket Lab Corporation
-2.96%
-$31.07 
TXRH Texas Roadhouse Inc.
-2.74%
-$145.24 
AMD Advanced Micro Devices, Inc.
-2.53%
-$14.22 
INTC Intel Corporation
-2.09%
-$1,037.4 
NFLX Netflix, Inc.
-2.06%
-$74.75 
ARTY iShares Future AI & Tech ETF
-2.04%
-$256.9 
PLTR Palantir Technologies Inc.
-2.02%
-$801.9 
ORCL Oracle Corporation
-2.02%
-$1,129.44 
META Meta Platforms Inc Class A
-1.78%
-$314.4 
AVGO Broadcom Inc.
-1.53%
-$247.69 
IDCC InterDigital, Inc.
-1.42%
-$929.04 
GNLX Genelux Corp.
-1.41%
-$23.1 
YOLO AdvisorShares Pure Cannabis ETF
-1.31%
-$18.23 
HOG Harley-Davidson Inc.
-1.18%
-$65 
TMO Thermo Fisher Scientific Inc.
-1.15%
-$1,101.24 
BBSI Barrett Business Services Inc.
-1.02%
-$198.33 
GILD Gilead Sciences Inc.
-0.98%
-$203.28 
VBK Vanguard Small-Cap Growth ETF
-0.88%
-$41.3 
DHR Danaher Corporation
-0.87%
-$16.08 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-0.86%
-$966.12 
GOOGL Alphabet Inc
-0.79%
-$1,067.81 
VYGR Voyager Therapeutics Inc.
-0.73%
-$2.62 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.72%
-$3,207.68 
DFAE Dimensional Emerging Core Equity Market ETF
-0.66%
-$85,485.25 
IEMG iShares Core MSCI Emerging Markets ETF
-0.64%
-$24.5 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$14.25 
SCHE Schwab Emerging Markets Equity ETF
-0.62%
-$533.48 
MSFT Microsoft Corp.
-0.61%
-$2,121.48 
MGK Vanguard Mega Cap Growth ETF
-0.54%
-$593.97 
AVXC Avantis Emerging Markets Ex China ETF
-0.49%
-$3,933.54 
CPNG Coupang Inc.
-0.47%
-$7 
VUG Vanguard Growth ETF
-0.4%
-$18.72 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.35%
-$1.85 
IUSG iShares Core S&P U.S. Growth ETF
-0.33%
-$24.57 
ETN Eaton Corporation plc
-0.3%
-$12.2 
TRV The Travelers Companies, Inc.
-0.24%
-$54.52 
MCD McDonald's Corporation
-0.21%
-$66.04 
IWM iShares Russell 2000 ETF
-0.21%
-$48.14 
AMZN Amazon.com Inc
-0.2%
-$119.08 
QS QuantumScape Corp
-0.17%
-$3.34 
SBUX Starbucks Corporation
-0.11%
-$2.64 
WM Waste Management, Inc.
-0.09%
-$52.08 
SCHB Schwab U.S. Broad Market ETF
-0.03%
-$4.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.03%
-$250.23 
DFUS Dimensional U.S. Equity Market ETF
-0.03%
-$186.65 Events
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Dividends
Dividend Analysis
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| Trades 321 | Longs Won 249/321 77% | Profit Factor 285.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.1M |
| Average Win $210,362.02 | Best Trade (Oct 15) $16.01M | Sharpe Ratio -22.2 |
| Average Loss -$2,549.62 | Worst Trade (Oct 15) -$23,142.74 | Z-Score 15.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 5d | Expectancy $162,606.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 125,000 | 112,500 | 100,000 | 87,500 | 75,000 | 62,500 | 50,000 | 37,500 | 25,000 | 12,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,286 | $3.58M | $4.92M | - | $1.34M | 37.49% | +0.731% |
| ABBV AbbVie Inc. | 215 | $40,085.24 | $61,223.4 | - | $21,138.16 | 52.73% | +0.48% |
| ABT Abbott Laboratories | 261 | $32,701 | $27,334.53 | - | -$5,366.47 | -16.41% | +0.048% |
| AEP American Electric Power Company, Inc. | 100 | $9,223 | $12,632.5 | - | $3,409.5 | 36.97% | +1.637% |
| AMD Advanced Micro Devices, Inc. | 1 | $121 | $548.01 | - | $427.01 | 352.9% | -2.529% |
| AMZN Amazon.com Inc | 229 | $51,463.84 | $58,220.96 | - | $6,757.12 | 13.13% | -0.204% |
| ARTY iShares Future AI & Tech ETF | 173 | $6,413.47 | $12,347.87 | - | $5,934.4 | 92.53% | -2.038% |
| ASML ASML Holding N.V. New York Registry Shares | 60 | $56,656.67 | $100,397.7 | - | $43,741.03 | 77.2% | +0.957% |
| AVGE FRCL 3 2022Q3 Hb Float | 169 | $12,230.56 | $16,816.34 | - | $4,585.78 | 37.49% | +0.217% |
| AVGO Broadcom Inc. | 47 | $16,039.51 | $15,935.82 | - | -$103.69 | -0.65% | -1.531% |
| AVXC Avantis Emerging Markets Ex China ETF | 10,086 | $499,709.13 | $792,759.6 | - | $293,050.47 | 58.64% | -0.494% |
| AXP American Express Company | 449 | $161,426.14 | $142,880.78 | - | -$18,545.36 | -11.49% | +1.386% |
| BA Boeing Company | 60 | $13,028 | $11,474.4 | - | -$1,553.6 | -11.93% | +1.33% |
| BAC Bank of America Corporation | 1,685 | $75,216 | $88,294 | - | $13,078 | 17.39% | +1.354% |
| BAX Baxter International Inc. | 700 | $20,412 | $18,070.5 | - | -$2,341.5 | -11.47% | +0.214% |
| BBSI Barrett Business Services Inc. | 601 | $26,107.44 | $19,238.01 | - | -$6,869.43 | -26.31% | -1.02% |
| BBY Best Buy Co., Inc. | 130 | $8,701 | $12,346.1 | - | $3,645.1 | 41.89% | +0.85% |
| BLK BlackRock, Inc. | 21 | $21,527.5 | $24,038.17 | - | $2,510.67 | 11.66% | +2.132% |
| BRK-B Berkshire Hathaway Inc. | 162 | $77,283.04 | $86,013.9 | - | $8,730.86 | 11.3% | +1.003% |
| BSV Vanguard Short-Term Bond ETF | 204 | $15,763.07 | $15,631.5 | - | -$131.57 | -0.83% | +0.085% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Keith Diamond?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Ultrashort Fixed Income ETF - $4.65M, Dimensional International Core Equity Market ETF - $1.48M, Dimensional U.S. Core Equity 2 ETF - $1.4M, Dimensional US Marketwide Value ETF - $716,502.18, and Dimensional US Core Equity Market ETF - $633,253.42. 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: Accenture plc Class A - $19,824, Frontier Group Holdings, Inc - $2,695, Procter & Gamble Co - $1,370.76, Fortinet Inc - $1,341.68, and Adobe Inc - $1,195.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Keith Diamond's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.12M earned over time. The largest contributors to dividend income include Dimensional Ultrashort Fixed Income ETF - $4.65M, Dimensional U.S. Core Equity 2 ETF - $1.3M, Dimensional International Core Equity Market ETF - $1.28M, Dimensional US Marketwide Value ETF - $598,841.76, and Dimensional US Core Equity Market ETF - $293,507.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Keith Diamond's monthly returns?
Keith Diamond'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 Keith Diamond's strategy be considered aggressive or moderate?
Keith Diamond'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 Keith Diamond's strategy?
Keith Diamond'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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