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:
0.28%
Gain
Monthly
0.02%
Yearly
0.18%
Drawdown
20.22%
$324.55M
Equity
Holdings
$324.55M
Investment
$277M
$48.05M
Profit -$816,824.77
Realized
$505,196.88
Unrealized
$47.55M
Dividends
$7.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$816,824.77
Win %
82%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$188,477.72
Win %
82%
This Month
Compared to last month
Gain
0.08%
Profit
$244,727.07
Win %
82%
This Year
Compared to last year
Gain
9.24%
Profit
$27.46M
Win %
81%
TRV The Travelers Companies, Inc.
+8.36%
+$1,638.5 
VYGR Voyager Therapeutics Inc.
+3.95%
+$21 
CASY Casey's General Stores Inc.
+3.81%
+$8,184.8 
GE General Electric Company
+3.2%
+$55.3 
CVE Cenovus Energy Inc.
+2.93%
+$233.31 
ABT Abbott Laboratories
+2.51%
+$647.28 
PSX Phillips 66
+2.48%
+$250 
MRK Merck & Co., Inc.
+2.31%
+$295 
GNLX Genelux Corp.
+2.13%
+$39.6 
MO Altria Group, Inc.
+1.93%
+$253.8 
XOM Exxon Mobil Corporation
+1.91%
+$4,498.04 
LMT Lockheed Martin Corporation
+1.87%
+$4,903.64 
KHC The Kraft Heinz Company
+1.68%
+$18.04 
RKLB Rocket Lab Corporation
+1.66%
+$21.28 
CVX Chevron Corporation
+1.65%
+$1,133.92 
BRK-B Berkshire Hathaway Inc.
+1.6%
+$1,281.42 
TMUS T-Mobile US, Inc.
+1.52%
+$149.68 
OVV Ovintiv Inc.
+1.51%
+$49.59 
ORCL Oracle Corporation
+1.49%
+$769.6 
JNJ Johnson & Johnson
+1.47%
+$1,289.75 
CAH Cardinal Health Inc.
+1.42%
+$360.75 
WFC Wells Fargo & Company
+1.4%
+$988 
VZ Verizon Communications Inc.
+1.34%
+$306.8 
F Ford Motor Company
+1.34%
+$19 
HON Honeywell International Inc.
+1.32%
+$24 
ABBV AbbVie Inc.
+1.31%
+$718.1 
LLY Eli Lilly and Company
+1.26%
+$1,048.67 
PM Philip Morris International Inc.
+1.23%
+$420.3 
GILD Gilead Sciences Inc.
+1.2%
+$216.48 
AEP American Electric Power Company, Inc.
+1.03%
+$137 
PEG Public Service Enterprise Group Incorporated
+0.99%
+$895.86 
SRE Sempra
+0.96%
+$268.5 
TXRH Texas Roadhouse Inc.
+0.95%
+$57.97 
MET MetLife Inc.
+0.92%
+$84.28 
WMT Walmart Inc.
+0.92%
+$3,132.3 
CAG Conagra Brands Inc.
+0.9%
+$34.97 
NVS Novartis AG Sponsored ADR
+0.84%
+$108.36 
MDLZ Mondelez International, Inc.
+0.78%
+$59.52 
XEL Xcel Energy Inc.
+0.76%
+$718.58 
PFE Pfizer Inc.
+0.76%
+$19 
BA Boeing Company
+0.73%
+$93.6 
BAC Bank of America Corporation
+0.71%
+$732.98 
WEC WEC Energy Group Inc.
+0.69%
+$237 
PG Procter & Gamble Co
+0.66%
+$117.58 
DFLV Dimensional US Large Cap Value ETF
+0.65%
+$79,269.06 
CMCSA Comcast Corp
+0.64%
+$184.45 
VNQ Vanguard Real Estate ETF
+0.6%
+$3.6 
MRSH Marsh & McLennan Companies, Inc.
+0.6%
+$20.71 
ETR Entergy Corporation
+0.58%
+$40.2 
VTV Vanguard Value ETF
+0.56%
+$2,189.4 
GLD SPDR Gold Shares
+0.55%
+$2.02 
SON Sonoco Products Co.
+0.55%
+$53.01 
PPG PPG Industries Inc.
+0.53%
+$187.5 
NEE NextEra Energy, Inc.
+0.52%
+$22.32 
EXC Exelon Corporation
+0.5%
+$23.25 
SDY SPDR S&P Dividend ETF
+0.48%
+$47.56 
FE FirstEnergy Corp.
+0.48%
+$70.5 
NWN Northwest Natural Holding Company
+0.43%
+$33 
DFUV Dimensional US Marketwide Value ETF
+0.38%
+$100,719.99 
HD The Home Depot, Inc.
+0.37%
+$13 
BBSI Barrett Business Services Inc.
+0.35%
+$84.14 
HLN Haleon Plc - ADR
+0.35%
+$1.75 
JPM JPMorgan Chase & Co.
+0.34%
+$223.1 
TIP iShares TIPS Bond ETF
+0.32%
+$4.42 
PPL PPL Corporation
+0.3%
+$11 
CSX CSX Corporation
+0.27%
+$27 
USB U.S. Bancorp
+0.25%
+$66.72 
GOVT iShares U.S. Treasury Bond ETF
+0.24%
+$31.62 
IUSV iShares Core S&P U.S. Value ETF
+0.22%
+$7.75 
WM Waste Management, Inc.
+0.21%
+$126.48 
ETN Eaton Corporation plc
+0.21%
+$8.3 
COST Costco Wholesale Corporation
+0.13%
+$13.09 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$16.32 
SLV iShares Silver Trust
+0.1%
+$0.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.07%
+$1.23 
VUSB Vanguard Ultra-Short Bond ETF
+0.07%
+$972.02 
BBY Best Buy Co., Inc.
+0.05%
+$5.2 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$2.2 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$15,971.98 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XTIA XTI Aerospace Inc.
0%
$0 
NFLX Netflix, Inc.
-8.81%
-$327.5 
META Meta Platforms Inc Class A
-4.51%
-$719.28 
TSLA Tesla, Inc.
-2.58%
-$453.82 
INTC Intel Corporation
-2.48%
-$1,248 
QS QuantumScape Corp
-2.46%
-$68.15 
TXN Texas Instruments Inc
-2.42%
-$134.14 
GOOGL Alphabet Inc
-2.39%
-$3,300.66 
ASML ASML Holding N.V. New York Registry Shares
-2.32%
-$2,479.8 
AMD Advanced Micro Devices, Inc.
-2.17%
-$10.89 
GSK GSK plc Sponsored ADR
-2.08%
-$131.4 
MSFT Microsoft Corp.
-2.01%
-$5,163.13 
VWO Vanguard FTSE Emerging Markets ETF
-1.9%
-$42.56 
PLTR Palantir Technologies Inc.
-1.9%
-$504.9 
SCHE Schwab Emerging Markets Equity ETF
-1.85%
-$1,576.71 
URA Global X Uranium ETF
-1.84%
-$144 
NVDA NVIDIA Corporation
-1.74%
-$7,039.48 
DFAE Dimensional Emerging Core Equity Market ETF
-1.71%
-$225,970.55 
V Visa Inc. Class A
-1.59%
-$366.03 
IEMG iShares Core MSCI Emerging Markets ETF
-1.55%
-$59.53 
MGK Vanguard Mega Cap Growth ETF
-1.55%
-$8,206.3 
GS The Goldman Sachs Group, Inc.
-1.55%
-$1,595.18 
IDCC InterDigital, Inc.
-1.54%
-$820.74 
YOLO AdvisorShares Pure Cannabis ETF
-1.54%
-$21.08 
TMO Thermo Fisher Scientific Inc.
-1.51%
-$1,135.05 
VUG Vanguard Growth ETF
-1.49%
-$402.48 
ARTY iShares Future AI & Tech ETF
-1.46%
-$166.94 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-1.42%
-$1,584.59 
CPNG Coupang Inc.
-1.39%
-$23.5 
WMB The Williams Companies, Inc.
-1.35%
-$111.1 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.29%
-$5,674.8 
AXP American Express Company
-1.27%
-$2,056.42 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.25%
-$7.6 
IUSG iShares Core S&P U.S. Growth ETF
-1.17%
-$84.63 
AVXC Avantis Emerging Markets Ex China ETF
-1.14%
-$9,037.06 
DIS The Walt Disney Company
-1.11%
-$892.44 
AVGO Broadcom Inc.
-1.07%
-$187.53 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.96%
-$14,894.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.95%
-$3,466.39 
DHR Danaher Corporation
-0.93%
-$15.24 
BLK BlackRock, Inc.
-0.92%
-$209.37 
QUAL iShares MSCI USA Quality Factor ETF
-0.9%
-$47.52 
DFIS Dimensional International Small Cap ETF
-0.89%
-$281.3 
SBUX Starbucks Corporation
-0.85%
-$22.08 
EXPE Expedia Group, Inc.
-0.75%
-$375.55 
IEFA iShares Core MSCI EAFE ETF
-0.73%
-$70.29 
SNPE Xtrackers S&P 500 ESG ETF
-0.68%
-$496.62 
VT Vanguard Total World Stock ETF
-0.68%
-$1,242.32 
SCHF Schwab International Equity ETF
-0.66%
-$12.96 
FAN First Trust Global Wind Energy ETF
-0.64%
-$31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.61%
-$24.08 
VOO Vanguard S&P 500 ETF
-0.6%
-$1,590.32 
DFUS Dimensional U.S. Equity Market ETF
-0.58%
-$3,583.68 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$828.76 
IVV iShares Core S&P 500 ETF
-0.57%
-$827.03 
DFAW Dimensional World Equity ETF
-0.57%
-$18,553.25 
DFIC Dimensional International Core Equity Market ETF
-0.56%
-$11.34 
AMZN Amazon.com Inc
-0.55%
-$316.02 
DFAI Dimensional International Core Equity Market ETF
-0.54%
-$237,495.15 
SCHX Schwab U.S. Large-Cap ETF
-0.54%
-$180.32 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$4,173.98 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.54%
-$31.45 
DFAU Dimensional US Core Equity Market ETF
-0.53%
-$100,477.57 
SCHB Schwab U.S. Broad Market ETF
-0.52%
-$70.5 
AVGE FRCL 3 2022Q3 Hb Float
-0.48%
-$81.12 
HOG Harley-Davidson Inc.
-0.45%
-$24 
AAPL Apple Inc.
-0.44%
-$21,143.42 
LOW Lowe's Companies Inc.
-0.41%
-$176 
DUHP Dimensional US High Profitability ETF
-0.36%
-$4.5 
VBK Vanguard Small-Cap Growth ETF
-0.36%
-$17.36 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.34%
-$357,412.35 
NKE Nike, Inc. - Class B
-0.34%
-$39.45 
KEY KeyCorp
-0.33%
-$55.44 
ITW Illinois Tool Works Inc.
-0.31%
-$93.96 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.29%
-$3.02 
DFIV Dimensional International Value ETF
-0.29%
-$155.2 
IJR iShares Core S&P Small-Cap ETF
-0.28%
-$7.38 
DFSV Dimensional US Small Cap Value ETF
-0.2%
-$1,404.08 
DFAS Dimensional U.S. Small Cap ETF
-0.2%
-$711.04 
DISV Dimensional International Small Cap Equity Fund
-0.19%
-$67.04 
PEP PepsiCo, Inc.
-0.14%
-$92 
IJH iShares Core S&P Mid-Cap ETF
-0.12%
-$10.93 
BAX Baxter International Inc.
-0.11%
-$17.5 
MCD McDonald's Corporation
-0.1%
-$34.92 
PNC The PNC Financial Services Group, Inc.
-0.09%
-$419.75 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.07%
-$0.41 
DFAT Dimensional US Targeted Value ETF
-0.07%
-$756.5 
IWM iShares Russell 2000 ETF
-0.06%
-$15.77 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.04%
-$2.1 Events
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Dividends
Dividend Analysis
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| Trades 306 | Longs Won 238/306 77% | Profit Factor 280.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.05M |
| Average Win $202,632.1 | Best Trade (Jul 13) $15.02M | Sharpe Ratio -25.47 |
| Average Loss -$2,527.34 | Worst Trade (Dec 30) -$21,038 | Z-Score 16.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 2d | Expectancy $157,041.11 |
| 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, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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