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:
27.86%
Gain +1.89%
Monthly
1.23%
Yearly
15.87%
Drawdown
12.07%
$324.86M
Equity
Holdings
$324.86M
Investment
$272.95M
$53.3M
Profit +$4.79M
Realized
$1.38M
Unrealized
$51.92M
Dividends
$7.81M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.89%
Profit
$4.79M
Win %
81%
This Week
Compared To Last Week
Gain
1.5%
Profit
$4.79M
Win %
81%
This Month
Compared to last month
Gain
1.5%
Profit
$4.79M
Win %
81%
This Year
Compared to last year
Gain
1.65%
Profit
$5.29M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$8,262.32 
ETN Eaton Corporation plc
+7.32%
+$283.1 
GOOGL Alphabet Inc
+6.73%
+$8,740.83 
META Meta Platforms Inc Class A
+3.28%
+$424.32 
MSFT Microsoft Corp.
+3.02%
+$8,703.17 
NVDA NVIDIA Corporation
+2.93%
+$11,134.51 
CVX Chevron Corporation
+2.35%
+$1,685.96 
ORCL Oracle Corporation
+1.81%
+$960.96 
CPNG Coupang Inc.
+1.62%
+$26 
VZ Verizon Communications Inc.
+1.52%
+$364 
LMT Lockheed Martin Corporation
+1.5%
+$4,401.3 
GE General Electric Company
+1.42%
+$25.15 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$97.11 
OVV Ovintiv Inc.
+1.36%
+$48.72 
CAH Cardinal Health Inc.
+1.3%
+$328.56 
CMCSA Comcast Corp
+1.23%
+$345.1 
WFC Wells Fargo & Company
+1.19%
+$816 
ITW Illinois Tool Works Inc.
+1.15%
+$351 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$1,138.1 
VUG Vanguard Growth ETF
+1.1%
+$48.36 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$4,445.26 
SNPE Xtrackers S&P 500 ESG ETF
+0.99%
+$715.56 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$21.28 
WMB The Williams Companies, Inc.
+0.89%
+$69.3 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$735.01 
MCD McDonald's Corporation
+0.82%
+$279.4 
TSLA Tesla, Inc.
+0.76%
+$35.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$27.44 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,009.27 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,875.98 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$4,180.97 
IVV iShares Core S&P 500 ETF
+0.69%
+$977.92 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$39.61 
PLTR Palantir Technologies Inc.
+0.65%
+$158.4 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$214.13 
EXPE Expedia Group, Inc.
+0.62%
+$334.85 
ARTY iShares Future AI & Tech ETF
+0.6%
+$69.2 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$79.9 
MO Altria Group, Inc.
+0.57%
+$70.2 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$95,445.56 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$28.1 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,048.78 
EXC Exelon Corporation
+0.53%
+$24 
PSX Phillips 66
+0.51%
+$54 
IDCC InterDigital, Inc.
+0.49%
+$300 
HON Honeywell International Inc.
+0.47%
+$18.24 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,116.98 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$58,129.97 
CSX CSX Corporation
+0.42%
+$42 
RKLB Rocket Lab Corporation
+0.42%
+$5.13 
CASY Casey's General Stores Inc.
+0.4%
+$910 
PFE Pfizer Inc.
+0.4%
+$10 
AVGO Broadcom Inc.
+0.37%
+$67.68 
PG Procter & Gamble Co
+0.37%
+$62.01 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$301.32 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$379,704.32 
BAC Bank of America Corporation
+0.36%
+$370.7 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$39,241.15 
MRK Merck & Co., Inc.
+0.32%
+$41 
JPM JPMorgan Chase & Co.
+0.27%
+$182.36 
VT Vanguard Total World Stock ETF
+0.26%
+$480.52 
DFAW Dimensional World Equity ETF
+0.22%
+$7,034.22 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$56,572.92 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
+0.21%
+$225.68 
JNJ Johnson & Johnson
+0.21%
+$185.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$9.6 
USB U.S. Bancorp
+0.17%
+$45.87 
WM Waste Management, Inc.
+0.1%
+$54.56 
WMT Walmart Inc.
+0.09%
+$296.91 
ABT Abbott Laboratories
+0.09%
+$23.49 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$11.83 
AEP American Electric Power Company, Inc.
+0.06%
+$7 
DIS The Walt Disney Company
+0.03%
+$24.12 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$277.72 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$350,292.72 
GNLX Genelux Corp.
-3.61%
-$72.6 
CAG Conagra Brands Inc.
-3.46%
-$139.88 
VYGR Voyager Therapeutics Inc.
-3.19%
-$17.5 
XTIA XTI Aerospace Inc.
-2.61%
-$1.92 
ABBV AbbVie Inc.
-2.51%
-$1,391.05 
HLN Haleon Plc - ADR
-2.37%
-$12 
BBSI Barrett Business Services Inc.
-2.33%
-$558.93 
NWN Northwest Natural Holding Company
-2.22%
-$166.5 
BAX Baxter International Inc.
-2.21%
-$413 
BA Boeing Company
-2.15%
-$285.6 
SLV iShares Silver Trust
-2.13%
-$11.4 
KHC The Kraft Heinz Company
-2.01%
-$21.73 
NFLX Netflix, Inc.
-2%
-$73 
AMD Advanced Micro Devices, Inc.
-1.9%
-$9.24 
BBY Best Buy Co., Inc.
-1.78%
-$202.8 
URA Global X Uranium ETF
-1.64%
-$130 
GLD SPDR Gold Shares
-1.49%
-$5.62 
NVS Novartis AG Sponsored ADR
-1.45%
-$192.36 
NKE Nike, Inc. - Class B
-1.37%
-$152.54 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$1,346.4 
PPG PPG Industries Inc.
-1.35%
-$453 
TXRH Texas Roadhouse Inc.
-1.33%
-$86.18 
MDLZ Mondelez International, Inc.
-1.22%
-$95.48 
F Ford Motor Company
-1.21%
-$18 
SRE Sempra
-1.15%
-$309 
NEE NextEra Energy, Inc.
-1.15%
-$48.48 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$986.58 
TXN Texas Instruments Inc
-1.08%
-$57.38 
LOW Lowe's Companies Inc.
-1.08%
-$454 
INTC Intel Corporation
-1.02%
-$483.6 
PPL PPL Corporation
-0.98%
-$35 
XOM Exxon Mobil Corporation
-0.97%
-$2,475.54 
MET MetLife Inc.
-0.97%
-$92.12 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$34.58 
YOLO AdvisorShares Pure Cannabis ETF
-0.9%
-$12.12 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$8.91 
FE FirstEnergy Corp.
-0.82%
-$120 
GILD Gilead Sciences Inc.
-0.81%
-$141.24 
SON Sonoco Products Co.
-0.81%
-$78.66 
GSK GSK plc Sponsored ADR
-0.73%
-$45.6 
BLK BlackRock, Inc.
-0.73%
-$167.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$26.32 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$280,847.98 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$62.37 
GS The Goldman Sachs Group, Inc.
-0.63%
-$609.12 
PM Philip Morris International Inc.
-0.61%
-$212.4 
DHR Danaher Corporation
-0.61%
-$9.52 
SCHF Schwab International Equity ETF
-0.58%
-$11.52 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$11.88 
WEC WEC Energy Group Inc.
-0.57%
-$189 
SBUX Starbucks Corporation
-0.57%
-$14.4 
VNQ Vanguard Real Estate ETF
-0.54%
-$3.24 
LLY Eli Lilly and Company
-0.53%
-$435.23 
DFIS Dimensional International Small Cap ETF
-0.53%
-$169.67 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$184.36 
IWM iShares Russell 2000 ETF
-0.47%
-$115.37 
DFIV Dimensional International Value ETF
-0.47%
-$261.9 
PEP PepsiCo, Inc.
-0.46%
-$294.4 
TRV The Travelers Companies, Inc.
-0.43%
-$94.54 
CVE Cenovus Energy Inc.
-0.43%
-$37.96 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$340.86 
HD The Home Depot, Inc.
-0.42%
-$13.9 
HOG Harley-Davidson Inc.
-0.41%
-$20 
ETR Entergy Corporation
-0.38%
-$24.6 
AXP American Express Company
-0.38%
-$570.23 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$19.58 
TMUS T-Mobile US, Inc.
-0.36%
-$32.13 
AVXC Avantis Emerging Markets Ex China ETF
-0.32%
-$2,521.5 
SDY SPDR S&P Dividend ETF
-0.28%
-$27.72 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$12.88 
VTV Vanguard Value ETF
-0.27%
-$1,050.18 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$34.5 
DUHP Dimensional US High Profitability ETF
-0.27%
-$3.3 
COST Costco Wholesale Corporation
-0.24%
-$25.08 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$1.2 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$7.75 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$3,404.48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$779.94 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$3.36 
QS QuantumScape Corp
-0.19%
-$4.7 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$621.32 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$0.96 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,662.98 
FAN First Trust Global Wind Energy ETF
-0.13%
-$6 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$9.2 
TIP iShares TIPS Bond ETF
-0.1%
-$1.43 
KEY KeyCorp
-0.09%
-$13.86 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$12.24 
V Visa Inc. Class A
-0.04%
-$8.82 
XEL Xcel Energy Inc.
-0.04%
-$35.34 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$0.72 Events
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Dividends
Dividend Analysis
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| Trades 321 | Longs Won 250/321 77% | Profit Factor 327.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.1M |
| Average Win $213,840.4 | Best Trade (Aug 14) $17.3M | Sharpe Ratio -22.2 |
| Average Loss -$2,298.52 | Worst Trade (Dec 30) -$21,038 | Z-Score 15.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 6d | Expectancy $166,033.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 142,857 | 128,571 | 114,286 | 100,000 | 85,714 | 71,429 | 57,143 | 42,857 | 28,571 | 14,286 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,286 | $3.58M | $4.41M | - | $833,422.5 | 23.28% | -7.354% |
| ABBV AbbVie Inc. | 215 | $40,085.24 | $53,952.1 | - | $13,866.86 | 34.59% | -2.513% |
| ABT Abbott Laboratories | 261 | $32,701 | $27,587.7 | - | -$5,113.3 | -15.64% | +0.085% |
| AEP American Electric Power Company, Inc. | 100 | $9,223 | $12,785 | - | $3,562 | 38.62% | +0.055% |
| AMD Advanced Micro Devices, Inc. | 1 | $121 | $476.15 | - | $355.15 | 293.51% | -1.904% |
| AMZN Amazon.com Inc | 229 | $51,463.84 | $62,191.82 | - | $10,727.98 | 20.85% | +15.321% |
| ARTY iShares Future AI & Tech ETF | 173 | $6,413.47 | $11,530.45 | - | $5,116.98 | 79.78% | +0.604% |
| ASML ASML Holding N.V. New York Registry Shares | 60 | $56,656.67 | $97,740 | - | $41,083.33 | 72.51% | -1.359% |
| AVGE FRCL 3 2022Q3 Hb Float | 169 | $12,230.56 | $16,695.51 | - | $4,464.95 | 36.51% | +0.071% |
| AVGO Broadcom Inc. | 47 | $16,039.51 | $18,296.16 | - | $2,256.65 | 14.07% | +0.371% |
| AVXC Avantis Emerging Markets Ex China ETF | 10,086 | $499,709.13 | $779,365.39 | - | $279,656.26 | 55.96% | -0.322% |
| AXP American Express Company | 449 | $161,426.14 | $150,976.25 | - | -$10,449.89 | -6.47% | -0.376% |
| BA Boeing Company | 60 | $13,028 | $12,968.4 | - | -$59.6 | -0.46% | -2.155% |
| BAC Bank of America Corporation | 1,685 | $75,216 | $104,385.75 | - | $29,169.75 | 38.78% | +0.356% |
| BAX Baxter International Inc. | 700 | $20,412 | $18,312 | - | -$2,100 | -10.29% | -2.206% |
| BBSI Barrett Business Services Inc. | 601 | $26,107.44 | $23,463.04 | - | -$2,644.4 | -10.13% | -2.327% |
| BBY Best Buy Co., Inc. | 130 | $8,701 | $11,213.8 | - | $2,512.8 | 28.88% | -1.776% |
| BLK BlackRock, Inc. | 21 | $21,527.5 | $22,898.19 | - | $1,370.69 | 6.37% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 162 | $77,283.04 | $82,869.48 | - | $5,586.44 | 7.23% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 204 | $15,763.07 | $15,826.32 | - | $63.25 | 0.4% | -0.077% |
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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 - $4.11M, Dimensional International Core Equity Market ETF - $1.29M, Dimensional U.S. Core Equity 2 ETF - $1.17M, Dimensional US Marketwide Value ETF - $618,546.17, and Dimensional US Core Equity Market ETF - $591,666.43. 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 $7.81M earned over time. The largest contributors to dividend income include Dimensional Ultrashort Fixed Income ETF - $4.11M, Dimensional International Core Equity Market ETF - $1.09M, Dimensional U.S. Core Equity 2 ETF - $1.07M, Dimensional US Marketwide Value ETF - $500,885.75, and Dimensional US Core Equity Market ETF - $251,920.13. 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.
