DC
Diane Collins Portfolio
Invests via Rovin Capital /UT/ /ADV | Managed by Chris Heyman, Heidi Mayall
Invests via Rovin Capital /UT/ /ADV
Managed by Chris Heyman, Heidi Mayall
Automatically Tracked
Diane Collins Profile
Diane Collins is an accomplished entrepreneur known for her innovative contributions in the technology sector. With a robust background in developing pioneering software solutions, she has successfully led several startups from inception to profitability. Her focus on creating impactful digital experiences aligns well with emerging trends in consumer technology and software development. Throughout her career, Diane has established strong networks within Silicon Valley, fostering collaborations that drive growth and innovation. Her leadership experience extends beyond product development to strategic positioning, where she excels at identifying market needs and translating them into actionable business strategies.
Diane Collins is an accomplished entrepreneur known for her innovative contributions in the technology sector. With a robust background in developing pioneering software solutions, she has successfully led several startups from inception to profitability. Her focus on creating impactful digital experiences aligns well with emerging trends in consumer technology and software development. Throughout her career, Diane has established strong networks within Silicon Valley, fostering collaborations that drive growth and innovation. Her leadership experience extends beyond product development to strategic positioning, where she excels at identifying market needs and translating them into actionable business strategies.
Investment Philosophy & Strategy
Growth in the technology landscape often hinges on entrepreneurial agility and vision. Diane Collins embodies this approach through her ability to identify emerging market trends and craft innovative software solutions. With a strong foundation in startup culture, she thrives on turning ideas into scalable business models while leveraging her extensive network within Silicon Valley. Her strategic insight is evident in how she prioritizes customer-centric development, ensuring products resonate with user demands and foster loyalty. By focusing on dynamic market opportunities, she continuously positions herself at the forefront of technological advancement.
Growth in the technology landscape often hinges on entrepreneurial agility and vision. Diane Collins embodies this approach through her ability to identify emerging market trends and craft innovative software solutions. With a strong foundation in startup culture, she thrives on turning ideas into scalable business models while leveraging her extensive network within Silicon Valley. Her strategic insight is evident in how she prioritizes customer-centric development, ensuring products resonate with user demands and foster loyalty. By focusing on dynamic market opportunities, she continuously positions herself at the forefront of technological advancement.
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:
5.68%
Gain -36.18%
Monthly
0.43%
Yearly
5.31%
Drawdown
38.47%
$389.66M
Equity
Holdings
$389.66M
Investment
$292.48M
$140.72M
Profit +$4.07M
Realized
$43.55M
Unrealized
$97.17M
Dividends
$26.64M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-36.18%
Profit
$4.07M
Win %
75%
This Week
Compared To Last Week
Gain
1.06%
Profit
$4.07M
Win %
75%
This Month
Compared to last month
Gain
-0.38%
Profit
-$1.47M
Win %
75%
This Year
Compared to last year
Gain
11.6%
Profit
$40.49M
Win %
75%
CHEV Charging Robotics Inc.
+369.88%
+$1,079.08 
AMAT Applied Materials, Inc.
+11.28%
+$163,246.23 
TSLA Tesla, Inc.
+7.7%
+$95,823.03 
TER Teradyne, Inc.
+6.97%
+$167,369.36 
WANT Direxion Daily Consumer Discretionary Bull 3X Shares
+6.3%
+$19,979.64 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+5.12%
+$202,501.9 
UCC ProShares Ultra Consumer Discretionary
+4.95%
+$14,972.5 
GOOG Alphabet Inc
+4.75%
+$52,954.99 
QS QuantumScape Corp
+4.75%
+$6,018 
GOOGL Alphabet Inc
+4.47%
+$175,054.28 
VLO Valero Energy Corporation
+4.14%
+$25,195.04 
CAT Caterpillar Inc.
+4.11%
+$25,350.38 
CSCO Cisco Systems, Inc.
+3.81%
+$22,932.56 
LTL ProShares Ultra Communication Services
+3.3%
+$12,346.05 
AMZN Amazon.com Inc
+3.26%
+$77,293.26 
AVGO Broadcom Inc.
+2.73%
+$55,981.55 
CMPX Compass Therapeutics Inc.
+2.64%
+$742.23 
NMAX Newsmax Inc.
+2.54%
+$7,595.25 
DUSL Direxion Daily Industrials Bull 3X Shares
+2.54%
+$11,872.32 
MA Mastercard Incorporated
+2.54%
+$6,122.6 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.43%
+$46,264.8 
ONCY Oncolytics Biotech Inc.
+2.41%
+$470.14 
QQQ Invesco QQQ Trust, Series 1
+2.31%
+$198,928.29 
QQQM Invesco NASDAQ 100 ETF
+2.3%
+$368,527.18 
RSPT Invesco S&P 500 Equal Weight ETF
+2.26%
+$12,770.8 
XLK State Street Technology Select Sector SPDR ETF
+2.21%
+$293,098.92 
IBM International Business Machines Corporation
+2.1%
+$5,553.33 
IWP iShares Russell Mid-Cap Growth ETF
+2.05%
+$28,480.62 
NKE Nike, Inc. - Class B
+1.82%
+$6,241.9 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.81%
+$389,300.17 
V Visa Inc. Class A
+1.69%
+$7,387.16 
XLC Communication Services Select Sector SPDR Fund
+1.64%
+$37,310.82 
SPY SPDR S&P 500 ETF Trust
+1.56%
+$57,447.09 
VOO Vanguard S&P 500 ETF
+1.53%
+$23,236.75 
LLY Eli Lilly and Company
+1.51%
+$7,253.19 
VEEV Veeva Systems Inc.
+1.45%
+$3,824.64 
IWB iShares Russell 1000 ETF
+1.44%
+$20,258.7 
ADBE Adobe Inc.
+1.42%
+$4,784.29 
SCHX Schwab U.S. Large-Cap ETF
+1.36%
+$36,279.98 
ALLE Allegion plc
+1.36%
+$7,867.9 
FAS Direxion Daily Financial Bull 3x Shares
+1.32%
+$11,734.18 
TXN Texas Instruments Inc
+1.3%
+$6,312 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.27%
+$3,871.92 
TRU TransUnion
+1.24%
+$5,452.29 
IQLT iShares MSCI International Quality Factor ETF
+1.16%
+$8,443.72 
SCHE Schwab Emerging Markets Equity ETF
+1.05%
+$13,426.5 
RH RH
+1.04%
+$2,250.8 
EFO ProShares Ultra MSCI EAFE
+1.01%
+$3,775.68 
JNJ Johnson & Johnson
+0.99%
+$3,414.6 
MCHP Microchip Technology Incorporated
+0.99%
+$4,731.06 
MPWR Monolithic Power Systems, Inc.
+0.97%
+$8,357.44 
SPEM SPDR Portfolio Emerging Markets ETF
+0.96%
+$10,917.69 
XLI Industrial Select Sector SPDR Fund
+0.93%
+$102,987.36 
BSTP Innovator Buffer Step-Up Strategy ETF
+0.92%
+$36,952.66 
ACWI iShares MSCI ACWI ETF
+0.89%
+$5,964.36 
FB ProShares S&P 500 Dynamic Buffer ETF
+0.89%
+$555.36 
CCL Carnival Corporation Ltd.
+0.88%
+$3,981.06 
EFA iShares MSCI EAFE ETF
+0.82%
+$47,309.64 
BMY Bristol-Myers Squibb Company
+0.81%
+$4,429.59 
IEFA iShares Core MSCI EAFE ETF
+0.8%
+$91,183.28 
JPM JPMorgan Chase & Co.
+0.78%
+$8,356.35 
USB U.S. Bancorp
+0.77%
+$7,032.61 
BUFG FT Vest Buffered Allocation Fund
+0.76%
+$18,120.74 
GERN Geron Corporation
+0.76%
+$172.7 
NVDA NVIDIA Corporation
+0.69%
+$25,328.35 
VIG Vanguard Dividend Appreciation ETF
+0.67%
+$60,182.81 
TRV The Travelers Companies, Inc.
+0.67%
+$1,839.92 
BUFR FT Vestladder Buffer ETF-USD I
+0.66%
+$151,607.28 
ACIO Aptus Collared Investment Opportunity ETF
+0.57%
+$4,676.88 
AMGN Amgen Inc.
+0.56%
+$3,040.38 
XDEC FT Vest US Equity Enhance & Opportunities Fund
+0.55%
+$2,887.68 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.54%
+$4,020.91 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.53%
+$10,350.18 
MRK Merck & Co., Inc.
+0.51%
+$2,677.35 
CURE Direxion Daily Healthcare Bull 3X Shares
+0.48%
+$1,512 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$12,604.19 
WST West Pharmaceutical Services, Inc.
+0.47%
+$3,245.55 
NXPI NXP Semiconductors N.V.
+0.44%
+$4,313.23 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.42%
+$21,025.21 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.38%
+$1,749.33 
IEMG iShares Core MSCI Emerging Markets ETF
+0.35%
+$108,275.77 
WFC Wells Fargo & Company
+0.35%
+$943.66 
NFLX Netflix, Inc.
+0.33%
+$652.8 
HYDB iShares High Yield Systematic Bond ETF
+0.2%
+$2,782.64 
DGRO iShares Core Dividend Growth ETF
+0.19%
+$3,068.64 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.19%
+$6,321.96 
JNK SPDR Bloomberg High Yield Bond ETF
+0.17%
+$12,270.72 
EJAN Innovator Emerging Markets Power Buffer ETF
+0.16%
+$539.87 
XLV Health Care Select Sector SPDR Fund
+0.16%
+$2,018.5 
BUFT FT Vest Buffered Allocation Mutual Fund
+0.15%
+$1,378.72 
DVA DaVita Inc.
+0.14%
+$37,977.03 
PHYL PGIM Active High Yield Bond ETF
+0.14%
+$1,493.75 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.14%
+$942.69 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.13%
+$4,527.77 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
+0.12%
+$772.97 
SHYL Xtrackers Short Duration High Yield Bond ETF
+0.12%
+$1,848.76 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.12%
+$2,282.91 
FLXR TCW Flexible Income ETF
+0.12%
+$1,636.74 
IJH iShares Core S&P Mid-Cap ETF
+0.11%
+$1,058.85 
MDY SPDR S&P MidCap 400 ETF Trust
+0.09%
+$545.62 
BSJU Invesco BulletShares 2030 High Yield Fund
+0.08%
+$336.2 
BSJV Invesco BulletShares 2031 High Yield Fund
+0.07%
+$253.95 
XLE Energy Select Sector SPDR Fund
+0.07%
+$366.8 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.06%
+$3,969.39 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$229.12 
PFRL PGIM Floating Rate Income ETF
+0.05%
+$1,722.48 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$2,224.64 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$888 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.02%
+$995.42 
BNDX Vanguard Total International Bond ETF
+0.02%
+$889.86 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$91 
CLOI VanEck CLO ETF
+0.02%
+$167.44 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.02%
+$162 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$254.72 
TLT iShares 20+ Year Treasury Bond ETF
+0.01%
+$108.45 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
+$4.56 
46090A887
0%
$0 
ABC AmerisourceBergen Corporation
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
CEFS
0%
$0 
CGMS
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
VZ Verizon Communications Inc.
-6.25%
-$15,766.38 
NUE Nucor Corporation
-3.75%
-$20,537.26 
STZ Constellation Brands, Inc.
-3.73%
-$14,388 
MKTX MarketAxess Holdings Inc.
-2.83%
-$7,763.81 
PEP PepsiCo, Inc.
-2.51%
-$14,514.82 
SNPS Synopsys, Inc.
-2.32%
-$6,770.8 
XLB Materials Select Sector SPDR Fund
-2.14%
-$11,111.88 
UNH UnitedHealth Group Incorporated
-2.09%
-$14,856.34 
TMO Thermo Fisher Scientific Inc.
-1.9%
-$8,003.2 
EL The Estée Lauder Companies Inc. Class A
-1.84%
-$9,831.64 
DHR Danaher Corporation
-1.8%
-$9,672.2 
PGR Progressive Corporation
-1.48%
-$5,524.39 
BLK BlackRock, Inc.
-1.43%
-$3,975.2 
MSFT Microsoft Corp.
-1.42%
-$40,371.93 
MDLZ Mondelez International, Inc.
-1.37%
-$3,749.02 
GILD Gilead Sciences Inc.
-1.37%
-$3,368.75 
XLRE The Real Estate Select Sector SPDR Fund
-1.36%
-$5,565.14 
ZBH Zimmer Biomet Holdings, Inc.
-1.35%
-$6,810.3 
GEHC GE HealthCare Technologies Inc.
-1.26%
-$5,643.17 
BA Boeing Company
-1.21%
-$7,991 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
-1.11%
-$25.46 
WMT Walmart Inc.
-1.02%
-$3,706.21 
IEX IDEX Corporation
-0.98%
-$5,560.27 
CDNS Cadence Design Systems, Inc.
-0.94%
-$3,821.83 
AAPL Apple Inc.
-0.87%
-$85,039.63 
COST Costco Wholesale Corporation
-0.85%
-$4,102.1 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.78%
-$32,230.84 
HII Huntington Ingalls Industries Inc.
-0.77%
-$4,650.31 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.76%
-$5,821.73 
AGYS Agilysys Inc.
-0.74%
-$3,438.9 
NOC Northrop Grumman Corporation
-0.7%
-$2,365.88 
IWM iShares Russell 2000 ETF
-0.68%
-$3,097.55 
IFF International Flavors & Fragrances Inc.
-0.64%
-$3,370.26 
IJS iShares S&P Small-Cap 600 Value ETF
-0.62%
-$13,532.85 
SCHD Schwab U.S. Dividend Equity ETF
-0.48%
-$35,121.61 
MO Altria Group, Inc.
-0.45%
-$2,577.63 
LMT Lockheed Martin Corporation
-0.4%
-$1,583.23 
KVUE Kenvue Inc.
-0.39%
-$1,053.83 
BRK-B Berkshire Hathaway Inc.
-0.37%
-$1,413.4 
UPS United Parcel Service, Inc.
-0.36%
-$2,583.3 
SMOT VanEck Morningstar SMID Moat ETF
-0.35%
-$1,850.71 
KO The Coca-Cola Company
-0.33%
-$1,380.78 
ORCL Oracle Corporation
-0.31%
-$614.1 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.3%
-$552.02 
MANH Manhattan Associates Inc.
-0.26%
-$518.65 
VOE Vanguard Mid-Cap Value ETF
-0.26%
-$12,496.02 
CRM Salesforce Inc
-0.22%
-$761.07 
COWZ Pacer US Cash Cows 100 ETF
-0.21%
-$2,899.53 
SHW The Sherwin-Williams Company
-0.18%
-$1,798.65 
ADSK Autodesk, Inc.
-0.16%
-$401.92 
SCHW Charles Schwab Corporation
-0.11%
-$544.5 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.08%
-$610.96 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.08%
-$550.98 
MMD NYLI MacKay Municipal Opportunities Fund
-0.07%
-$313 
DAL Delta Air Lines, Inc.
-0.07%
-$280.08 
RTX RTX Corporation
-0.06%
-$562.68 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.06%
-$1,631.47 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.04%
-$1,046.02 
DIS The Walt Disney Company
-0.04%
-$232.2 
HD The Home Depot, Inc.
-0.03%
-$79.92 
SLNZ TCW Senior Loan Fund
-0.02%
-$480.83 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$67.21 
PFE Pfizer Inc.
-0.01%
-$45.33 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2352 | Longs Won 1522/2352 64% | Profit Factor 6.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $351,209.91 |
| Average Win $109,603.54 | Best Trade (Jun 30) $8.05M | Sharpe Ratio -15.43 |
| Average Loss -$31,440.55 | Worst Trade (Mar 31) -$3.65M | Z-Score 0.78 (56.53%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 5d | Expectancy $59,830.31 |
| 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 | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
