DMM
Dianne Marie Morin Portfolio
Invests via SEEDS INVESTOR LLC | Managed by Dianne Marie Morin
Invests via SEEDS INVESTOR LLC
Managed by Dianne Marie Morin
Automatically Tracked
Dianne Marie Morin Profile
Seasoned corporate finance executive and board director with experience in private equity, strategic M&A and operational leadership across mid-market technology and healthcare companies. Dianne Marie Morin combines CFO-level financial planning and capital markets expertise with transaction execution and investor relations acumen. Known for driving restructuring, integration and margin improvement programs, she advises on capital raising, governance and portfolio company value creation for sponsors and family offices.
Seasoned corporate finance executive and board director with experience in private equity, strategic M&A and operational leadership across mid-market technology and healthcare companies. Dianne Marie Morin combines CFO-level financial planning and capital markets expertise with transaction execution and investor relations acumen. Known for driving restructuring, integration and margin improvement programs, she advises on capital raising, governance and portfolio company value creation for sponsors and family offices.
Investment Philosophy & Strategy
Operates with a value-creation, operationally focused investment philosophy that prioritizes mid-market technology and healthcare opportunities where active financial stewardship and governance can accelerate growth. Emphasizes rigorous FP&A, capital structure optimization, and disciplined M&A to drive margin expansion and integration outcomes. Favors sponsor and family-office partnerships, multi-year horizon, targeted restructuring, and measurable KPI-driven turnaround plans to de-risk capital and enhance exit optionality.
Operates with a value-creation, operationally focused investment philosophy that prioritizes mid-market technology and healthcare opportunities where active financial stewardship and governance can accelerate growth. Emphasizes rigorous FP&A, capital structure optimization, and disciplined M&A to drive margin expansion and integration outcomes. Favors sponsor and family-office partnerships, multi-year horizon, targeted restructuring, and measurable KPI-driven turnaround plans to de-risk capital and enhance exit optionality.
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:
63.7%
Gain -0.37%
Monthly
1.54%
Yearly
20.08%
Drawdown
22.81%
$952.97M
Equity
Holdings
$952.97M
Investment
$871.03M
$92.52M
Profit -$2.15M
Realized
$10.58M
Unrealized
$81.94M
Dividends
$31.19M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$2.15M
Win %
67%
This Week
Compared To Last Week
Gain
-0.7%
Profit
-$6.72M
Win %
67%
This Month
Compared to last month
Gain
-0.34%
Profit
-$3.24M
Win %
67%
This Year
Compared to last year
Gain
-1.77%
Profit
-$17.13M
Win %
68%
SHE SPDR MSCI USA Gender Diversity ETF
+21.16%
+$125,748.67 
LITE Lumentum Holdings Inc.
+13.63%
+$496,299.55 
CIEN Ciena Corporation
+11.49%
+$394,179.97 
DELL Dell Technologies Inc.
+9.87%
+$345,062.31 
CLS Celestica Inc.
+9.37%
+$72,002.08 
COHR Coherent Corp.
+8.24%
+$252,942.08 
HPE Hewlett Packard Enterprise Company
+8.11%
+$307,654.83 
STX Seagate Technology Holdings plc
+7.03%
+$268,950.69 
ANET Arista Networks, Inc.
+6.39%
+$79,328.09 
TER Teradyne, Inc.
+6.11%
+$146,984.38 
SNDK SanDisk Corporation
+5.76%
+$346,498.21 
ORCL Oracle Corporation
+5.36%
+$38,079.6 
MSGS Madison Square Garden Sports Corp.
+5.25%
+$21,682.5 
GLW Corning Incorporated
+5.18%
+$139,557 
MU Micron Technology, Inc.
+4.92%
+$251,230.75 
LRCX Lam Research Corporation
+4.72%
+$219,911.85 
AMAT Applied Materials, Inc.
+4.29%
+$213,251.22 
IDCC InterDigital, Inc.
+3.95%
+$13,279.83 
KLAC KLA Corporation
+3.88%
+$121,461.36 
WDC Western Digital Corporation
+3.69%
+$157,657.6 
BAI iShares A.I. Innovation and Tech Active ETF
+3.65%
+$11,051.64 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+3.58%
+$20,839.5 
MFG Mizuho Financial Group Inc. ADR
+3.54%
+$5,471.56 
INTC Intel Corporation
+3.32%
+$113,711.04 
KEYS Keysight Technologies, Inc.
+3.14%
+$38,944.76 
SANM Sanmina Corporation
+3.03%
+$7,921.19 
NVDA NVIDIA Corporation
+3.03%
+$457,260.05 
FIX Comfort Systems USA, Inc.
+3.01%
+$104,332.15 
AEIS Advanced Energy Industries Inc.
+2.97%
+$5,983.95 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.89%
+$19,166.08 
CSCO Cisco Systems, Inc.
+2.87%
+$33,713.4 
GEV GE Vernova Inc.
+2.77%
+$21,771.54 
XPO XPO Inc.
+2.72%
+$11,672.8 
JBL Jabil Inc.
+2.68%
+$51,512.75 
CW Curtiss-Wright Corporation
+2.51%
+$6,194.74 
ICVT iShares Convertible Bond ETF
+2.5%
+$14,814.14 
HLT Hilton Worldwide Holdings Inc.
+2.5%
+$23,342.42 
ICL ICL Group Ltd.
+2.43%
+$2,828.02 
WMT Walmart Inc.
+2.43%
+$29,268.25 
NVT nVent Electric plc
+2.39%
+$17,492 
SOXX iShares Semiconductor ETF
+2.32%
+$4,628.93 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.29%
+$70,145.25 
BFH Bread Financial Holdings Inc.
+2.26%
+$5,414.36 
ELV Elevance Health, Inc.
+2.25%
+$6,323.17 
MRVL Marvell Technology, Inc.
+2.25%
+$56,953.82 
ALKS Alkermes plc
+2.17%
+$5,601.45 
UNM Unum Group
+2.16%
+$8,246.94 
SMH VanEck Semiconductor ETF
+2.08%
+$5,259.8 
MTUM iShares MSCI USA Momentum Factor ETF
+2.07%
+$5,936.31 
EME EMCOR Group, Inc.
+2.02%
+$4,366.57 
UMC United Microelectronics Corp. Sponsored ADR
+1.95%
+$3,890.18 
WMB The Williams Companies, Inc.
+1.92%
+$4,632.87 
MRK Merck & Co., Inc.
+1.92%
+$13,755 
P Everpure Inc.
+1.85%
+$11,722.06 
AMD Advanced Micro Devices, Inc.
+1.81%
+$79,048.23 
SPMO Invesco S&P 500 Momentum ETF
+1.78%
+$74,761.8 
SB Safe Bulkers Inc.
+1.77%
+$2,620.67 
FLEX Flex Ltd.
+1.73%
+$13,862.68 
WWD Woodward Inc.
+1.72%
+$3,127.33 
WFC Wells Fargo & Company
+1.69%
+$6,273.72 
IDEF iShares U.S. Defense & Aerospace Index ETF
+1.66%
+$4,366.24 
BNS Bank of Nova Scotia
+1.65%
+$3,611.79 
BIO Bio-Rad Laboratories Inc.
+1.64%
+$14,983.1 
APH Amphenol Corporation
+1.63%
+$5,233.43 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.63%
+$7,622.37 
TD The Toronto-Dominion Bank
+1.6%
+$5,113.84 
RY Royal Bank of Canada
+1.53%
+$8,948.41 
EWBC East West Bancorp Inc.
+1.51%
+$7,573.71 
ESGE iShares ESG Aware MSCI EM ETF
+1.5%
+$18,391.99 
XLK State Street Technology Select Sector SPDR ETF
+1.49%
+$19,542.38 
CAT Caterpillar Inc.
+1.45%
+$19,176.61 
IEMG iShares Core MSCI Emerging Markets ETF
+1.41%
+$10,321.42 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+1.39%
+$3,276.66 
C Citigroup Inc.
+1.33%
+$5,650.82 
NMR Nomura Holdings Inc. Sponsored ADR
+1.33%
+$1,540.37 
BMO Bank of Montreal
+1.32%
+$5,044.8 
CI The Cigna Group
+1.29%
+$2,892.18 
BAC Bank of America Corporation
+1.27%
+$10,888.83 
MS Morgan Stanley
+1.2%
+$2,534.01 
VGT Vanguard Information Technology ETF
+1.19%
+$6,086.08 
CASY Casey's General Stores Inc.
+1.1%
+$11,208.52 
CME CME Group Inc.
+1.1%
+$2,747.39 
COP ConocoPhillips
+1.1%
+$3,324.42 
ARM Arm Holdings plc American Depositary Receipt
+1.09%
+$23,079.08 
ABT Abbott Laboratories
+1.08%
+$2,958.34 
EQH Equitable Holdings, Inc.
+1.01%
+$2,642.12 
CEF Sprott Physical Gold and Silver Trust
+1.01%
+$25,314.75 
SCHA Schwab U.S. Small-Cap ETF
+1.01%
+$11,910.15 
GLD SPDR Gold Shares
+0.99%
+$20,489.14 
WPC W. P. Carey Inc.
+0.99%
+$3,315.45 
SGOL abrdn Physical Gold Shares ETF
+0.98%
+$39,639.11 
IAU iShares Gold Trust
+0.97%
+$130,285.6 
VNQ Vanguard Real Estate ETF
+0.96%
+$4,982.94 
AXP American Express Company
+0.96%
+$3,168.62 
LECO Lincoln Electric Holdings, Inc.
+0.95%
+$3,334.51 
XLRE The Real Estate Select Sector SPDR Fund
+0.93%
+$21,306.37 
SCHF Schwab International Equity ETF
+0.92%
+$54,483 
AYI Acuity Brands Inc.
+0.91%
+$1,862.26 
HSBC HSBC Holdings plc Sponsored ADR
+0.88%
+$5,579.21 
PLD Prologis Inc.
+0.88%
+$4,656.78 
CVIE Calvert International Responsible Index ETF
+0.88%
+$33,926.63 
SLV iShares Silver Trust
+0.87%
+$2,787.66 
JPM JPMorgan Chase & Co.
+0.87%
+$25,619.19 
RS Reliance Inc.
+0.85%
+$4,516.11 
UNH UnitedHealth Group Incorporated
+0.84%
+$5,205.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.84%
+$31,568.11 
PANW Palo Alto Networks, Inc.
+0.84%
+$36,513.86 
SIVR abrdn Physical Silver Shares ETF
+0.83%
+$47,431.02 
CORO Ishares International Country Rotational Active ETF
+0.82%
+$2,130.6 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.81%
+$169,278.48 
SCHV Schwab U.S. Large-Cap Value ETF
+0.8%
+$2,290.12 
CHGX AXS Change Finance ESG ETF
+0.79%
+$16,470.8 
EXC Exelon Corporation
+0.78%
+$4,113.55 
SAN Banco Santander S.A. Sponsored ADR
+0.75%
+$3,605.25 
IXUS iShares Core International Stock ETF
+0.73%
+$11,761.89 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$276,569.47 
VEU Vanguard FTSE All-World ex-US ETF
+0.73%
+$96,032.42 
AVY Avery Dennison Corporation
+0.72%
+$1,661.4 
FTLS First Trust Long/Short Equity ETF
+0.71%
+$38,280.6 
ALLY Ally Financial Inc.
+0.68%
+$1,567.8 
EFIV SPDR S&P 500 ESG ETF
+0.68%
+$16,969.74 
NDAQ Nasdaq, Inc.
+0.67%
+$5,498.27 
PFG Principal Financial Group, Inc.
+0.66%
+$6,036.19 
MDLZ Mondelez International, Inc.
+0.65%
+$2,219.6 
INCE Franklin Income Equity Focus ETF
+0.64%
+$3,645.75 
AVDV Avantis International Small Cap Value ETF
+0.61%
+$14,256.93 
PLXS Plexus Corp.
+0.6%
+$1,762.02 
ASML ASML Holding N.V. New York Registry Shares
+0.59%
+$12,250.63 
ES Eversource Energy
+0.59%
+$3,047.94 
CCK Crown Holdings Inc.
+0.58%
+$1,911.69 
VO Vanguard Mid-Cap ETF
+0.58%
+$3,310.59 
RBC RBC Bearings Incorporated
+0.57%
+$1,065.13 
THRO iShares U.S. Thematic Rotation Active ETF
+0.57%
+$1,644.5 
MCD McDonald's Corporation
+0.56%
+$2,018.11 
COST Costco Wholesale Corporation
+0.56%
+$8,928.25 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.52%
+$13,601.58 
IALT iShares Systematic Alternatives Active ETF
+0.52%
+$8,062.05 
SYY Sysco Corporation
+0.51%
+$3,050.85 
EFG iShares MSCI EAFE Growth ETF
+0.51%
+$2,025.6 
AVDE Avantis International Equity ETF
+0.5%
+$8,976.06 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.5%
+$4,631.2 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.49%
+$3,206.65 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.48%
+$18,028.08 
VWO Vanguard FTSE Emerging Markets ETF
+0.48%
+$6,123.93 
SPEM SPDR Portfolio Emerging Markets ETF
+0.48%
+$30,220.75 
SNX TD Synnex Corporation
+0.48%
+$1,255.98 
AMGN Amgen Inc.
+0.45%
+$1,761.57 
UBS UBS Group AG
+0.45%
+$1,170 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.45%
+$6,447.42 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.45%
+$11,937.74 
IUSG iShares Core S&P U.S. Growth ETF
+0.44%
+$15,734.04 
LLY Eli Lilly and Company
+0.43%
+$13,228.85 
IJR iShares Core S&P Small-Cap ETF
+0.42%
+$12,674.97 
VTV Vanguard Value ETF
+0.42%
+$18,885.34 
JNJ Johnson & Johnson
+0.41%
+$3,283.91 
AVLC Avantis U.S. Large Cap Equity ETF
+0.39%
+$10,374.84 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
+0.39%
+$2,576.78 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.38%
+$4,828.72 
USFD US Foods Holding Corp
+0.38%
+$2,905.98 
EFA iShares MSCI EAFE ETF
+0.38%
+$8,533 
IEFA iShares Core MSCI EAFE ETF
+0.38%
+$1,805 
MDY SPDR S&P MidCap 400 ETF Trust
+0.38%
+$29,570.38 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$37,864.14 
RDVY First Trust Rising Dividend Achievers ETF
+0.37%
+$1,003.78 
SCHB Schwab U.S. Broad Market ETF
+0.37%
+$8,917.92 
WPM Wheaton Precious Metals Corp.
+0.35%
+$1,251.61 
NYT New York Times Co.
+0.34%
+$1,146.42 
SPGI S&P Global Inc.
+0.34%
+$2,027.58 
DFIC Dimensional International Core Equity Market ETF
+0.34%
+$868.18 
URTH iShares MSCI World ETF
+0.33%
+$1,087.44 
VYM Vanguard High Dividend Yield ETF
+0.32%
+$953.47 
VUG Vanguard Growth ETF
+0.32%
+$31,554.04 
VB Vanguard Small-Cap ETF
+0.31%
+$1,239.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$173,809.57 
DE Deere & Company
+0.29%
+$2,045.69 
RNR Renaissancere Holdings Ltd.
+0.29%
+$1,237.84 
UNP Union Pacific Corporation
+0.29%
+$1,348.48 
IQSI NYLI Candriam International Equity ETF
+0.29%
+$3,715.42 
VOTE TCW Transform 500 ETF
+0.29%
+$4,967.95 
MCO Moody's Corporation
+0.28%
+$1,510.95 
RCL Royal Caribbean Group
+0.28%
+$650.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$4,760.5 
GS The Goldman Sachs Group, Inc.
+0.27%
+$3,256.37 
KO The Coca-Cola Company
+0.27%
+$2,308.28 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.26%
+$28,572.72 
BLCR iShares Large Cap Core ACT ETF
+0.26%
+$662.73 
EFV iShares MSCI EAFE Value ETF
+0.26%
+$1,041.6 
XLV Health Care Select Sector SPDR Fund
+0.26%
+$5,830.01 
IVV iShares Core S&P 500 ETF
+0.25%
+$12,681.33 
KRMA Global X Conscious Companies ETF
+0.25%
+$1,551.04 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$88,677.25 
IQSM NYLI Candriam U.S. Mid Cap Equity ETF
+0.25%
+$4,632.5 
VOO Vanguard S&P 500 ETF
+0.25%
+$126,291.94 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.25%
+$18,124.46 
DUK Duke Energy Corporation
+0.24%
+$734.4 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.24%
+$779.41 
QCOM QUALCOMM Incorporated
+0.24%
+$2,292.13 
CGDV Capital Group Dividend Value ETF
+0.23%
+$755.52 
AVUV Avantis U.S. Small Cap Value ETF
+0.23%
+$5,687.19 
GWW W.W. Grainger, Inc.
+0.23%
+$1,393.59 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.22%
+$4,608.78 
HYXF iShares ESG Advanced High Yield Fund
+0.22%
+$4,491.4 
PEP PepsiCo, Inc.
+0.21%
+$1,097.65 
XLF Financial Select Sector SPDR Fund
+0.21%
+$867.96 
RRX Regal Rexnord Corporation
+0.2%
+$809.2 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.2%
+$1,613.45 
FJUL FT Vest US Equity Buffer ETF
+0.2%
+$647.4 
AVMV Avantis U.S. Mid Cap Value ETF
+0.19%
+$1,596.8 
XVV iShares ESG Screened S&P 500
+0.18%
+$478.8 
LMUB iShares Long-Term National Muni Bond ETF
+0.18%
+$8,695.35 
RSP Invesco S&P 500 Equal Weight ETF
+0.18%
+$6,823.83 
MBB iShares MBS ETF
+0.17%
+$18,869.08 
AVLV Avantis U.S. Large Cap Value ETF
+0.17%
+$6,615.04 
IQSU NYLI Candriam U.S. Large Cap Equity ETF
+0.17%
+$344.08 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.16%
+$4,309.51 
XLE Energy Select Sector SPDR Fund
+0.16%
+$3,230.7 
DFUV Dimensional US Marketwide Value ETF
+0.16%
+$1,015.65 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.15%
+$19,738.55 
ETN Eaton Corporation plc
+0.15%
+$2,238.4 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.14%
+$1,428.66 
NWSA News Corporation
+0.14%
+$631.4 
JMHI JPMorgan High Yield Municipal ETF
+0.14%
+$6,276.69 
QUAL iShares MSCI USA Quality Factor ETF
+0.13%
+$291.31 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.13%
+$456.18 
SPHY SPDR Portfolio High Yield Bond ETF
+0.13%
+$4,679.82 
BGRN iShares USD Green Bond ETF
+0.12%
+$8,243.73 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.12%
+$635.31 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.12%
+$5,295.66 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$839.52 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.12%
+$2,369.94 
BHP BHP Group Ltd.
+0.11%
+$270.21 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.11%
+$530.55 
HWM Howmet Aerospace Inc.
+0.1%
+$249.11 
VOE Vanguard Mid-Cap Value ETF
+0.1%
+$1,596.63 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.1%
+$311.15 
IEF iShares 7-10 Year Treasury Bond ETF
+0.1%
+$402.66 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$1,192.09 
XLI Industrial Select Sector SPDR Fund
+0.1%
+$1,733.58 
PEN Penumbra Inc.
+0.09%
+$381 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.09%
+$229.51 
JEPI JPMorgan Equity Premium Income Fund
+0.09%
+$220.55 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.09%
+$5,024.53 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.08%
+$13,202.64 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$217.52 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.08%
+$4,954.04 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.08%
+$377.64 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.08%
+$8,144.04 
SYSB iShares Systematic Bond ETF
+0.08%
+$1,198.26 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$2,282.52 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.08%
+$4,454.9 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.07%
+$910.32 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$150.6 
IUSB iShares Core Universal USD Bond ETF
+0.07%
+$7,281.87 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.07%
+$10,627.37 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.06%
+$11,894.52 
VGSH Vanguard Short-Term Treasury Fund
+0.05%
+$1,420.22 
NEE NextEra Energy, Inc.
+0.05%
+$192.48 
MUB iShares National Muni Bond ETF
+0.05%
+$23,195.65 
GOVT iShares U.S. Treasury Bond ETF
+0.04%
+$2,404.54 
FLBL Franklin Senior Loan ETF
+0.04%
+$241.26 
FLMB Franklin Municipal Green Bond ETF
+0.04%
+$1,657.82 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.04%
+$105.02 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$916.79 
ILMN Illumina, Inc.
+0.04%
+$166.04 
CAOS Alpha Architect Tail Risk ETF
+0.03%
+$1,415.94 
NWS News Corporation
+0.03%
+$155.26 
HYD VanEck High Yield Muni ETF
+0.02%
+$158.04 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$153.61 
CALI China Auto Logistics Inc.
+0.02%
+$77.13 
BINC iShares Flexible Income Active ETF
+0.02%
+$290.52 
SUB iShares Short-Term National Muni Bond ETF
+0.02%
+$52.04 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$152.44 
BLV Vanguard Long-Term Bond ETF
+0.01%
+$774.92 
ISRG Intuitive Surgical, Inc.
+0.01%
+$24.75 
TLH iShares 10-20 Year Treasury Bond ETF
+0.01%
+$152.32 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.01%
+$21.88 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ONCY Oncolytics Biotech Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
0%
$0 
COR Cencora, Inc.
-5.9%
-$17,336 
PFGC Performance Food Group Co.
-5.75%
-$25,197.85 
TWLO Twilio Inc.
-3.65%
-$15,114.6 
RBA Rb Global Inc.
-3.54%
-$17,406.47 
KEP Korea Electric Power Corporation Sponsored ADR
-3.42%
-$4,436.46 
META Meta Platforms Inc Class A
-3.38%
-$45,222.41 
NBIX Neurocrine Biosciences Inc.
-3.37%
-$13,281.65 
DHI D.R. Horton, Inc.
-3.3%
-$19,114.58 
HD The Home Depot, Inc.
-3.12%
-$46,664.23 
TOL Toll Brothers Inc
-2.86%
-$8,943.96 
IDXX IDEXX Laboratories, Inc.
-2.74%
-$7,548.2 
SAP SAP SE Sponsored ADR
-2.64%
-$8,615.72 
MCK McKesson Corporation
-2.56%
-$11,704.33 
CAH Cardinal Health Inc.
-2.54%
-$10,449.28 
LOW Lowe's Companies Inc.
-2.39%
-$19,409.28 
AAL American Airlines Group Inc.
-2.35%
-$5,992.56 
LIN Linde plc
-2.26%
-$13,508.7 
MSFT Microsoft Corp.
-2.26%
-$227,304.12 
PLTR Palantir Technologies Inc.
-2.23%
-$7,757.1 
HAS Hasbro Inc.
-2.22%
-$11,130.56 
CRM Salesforce Inc
-2.1%
-$6,254.05 
TJX The TJX Companies, Inc.
-2.01%
-$21,788 
OC Owens Corning
-1.89%
-$5,126.03 
CSL Carlisle Companies Inc.
-1.89%
-$7,173.59 
ADBE Adobe Inc.
-1.88%
-$5,282.39 
EXEL Exelixis Inc.
-1.85%
-$4,109.7 
AMZN Amazon.com Inc
-1.83%
-$146,760.6 
CRS Carpenter Technology Corporation
-1.66%
-$3,071.92 
TXN Texas Instruments Inc
-1.65%
-$10,267.18 
TSLA Tesla, Inc.
-1.59%
-$24,952.35 
ZWS Zurn Elkay Water Solutions Corporation
-1.54%
-$3,876 
SGI Somnigroup International Inc.
-1.52%
-$3,402.63 
NVS Novartis AG Sponsored ADR
-1.48%
-$14,138.46 
BURL Burlington Stores Inc.
-1.45%
-$6,707.99 
HLN Haleon Plc - ADR
-1.31%
-$2,025.79 
JCI Johnson Controls International plc
-1.27%
-$9,554.45 
ALV Autoliv, Inc.
-1.26%
-$2,853.62 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$12,170.64 
BALL Ball Corp.
-1.21%
-$6,819.48 
HIG The Hartford Insurance Group, Inc.
-1.18%
-$3,735.92 
PFE Pfizer Inc.
-1.17%
-$5,780.26 
AON Aon plc
-1.15%
-$3,300.5 
TT Trane Technologies plc
-1.12%
-$17,490.53 
CB Chubb Limited
-1.08%
-$2,341.24 
UL Unilever PLC Sponsored American Depositary Receipt
-1.04%
-$3,199.3 
IBM International Business Machines Corporation
-1.02%
-$3,840.56 
T AT&T Inc.
-1.02%
-$4,585.25 
V Visa Inc. Class A
-0.94%
-$22,946.67 
WCN Waste Connections Inc.
-0.91%
-$1,914.69 
BA Boeing Company
-0.87%
-$7,011.51 
AAPL Apple Inc.
-0.87%
-$151,061.4 
DHR Danaher Corporation
-0.8%
-$2,064.15 
PG Procter & Gamble Co
-0.78%
-$4,249.97 
NFLX Netflix, Inc.
-0.78%
-$4,936.96 
GE General Electric Company
-0.74%
-$7,466.57 
PSQ ProShares Short QQQ
-0.74%
-$1,593.91 
UTHR United Therapeutics Corporation
-0.73%
-$3,821.58 
ADP Automatic Data Processing Inc.
-0.65%
-$2,583.67 
PRI Primerica Inc.
-0.62%
-$2,700.76 
VZ Verizon Communications Inc.
-0.61%
-$5,512.61 
ORLY O'Reilly Automotive Inc.
-0.56%
-$1,717.03 
WTRG Essential Utilities Inc.
-0.55%
-$1,822.5 
ABBV AbbVie Inc.
-0.53%
-$5,373.22 
UPS United Parcel Service, Inc.
-0.5%
-$1,271.4 
RTX RTX Corporation
-0.49%
-$3,446.33 
SHEL Shell plc
-0.47%
-$1,442.22 
RSG Republic Services, Inc.
-0.38%
-$3,275.09 
RL Ralph Lauren Corporation
-0.34%
-$865.84 
TMO Thermo Fisher Scientific Inc.
-0.33%
-$2,330.29 
MA Mastercard Incorporated
-0.3%
-$3,715.83 
DIS The Walt Disney Company
-0.3%
-$1,869.61 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.3%
-$1,015.63 
RGLD Royal Gold Inc.
-0.27%
-$961.9 
WM Waste Management, Inc.
-0.23%
-$1,093.41 
GOOG Alphabet Inc
-0.18%
-$14,731.29 
JLL Jones Lang LaSalle Inc.
-0.17%
-$898.37 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.17%
-$1,507.04 
AZN AstraZeneca PLC American Depositary Shares
-0.16%
-$637 
NLY Annaly Capital Management, Inc.
-0.13%
-$391.95 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.11%
-$284.48 
DFCA Dimensional California Municipal Bond ETF
-0.09%
-$522.4 
GOOGL Alphabet Inc
-0.08%
-$3,880.98 
VGK Vanguard FTSE Europe ETF
-0.05%
-$238.55 
CBRE CBRE Group Inc.
-0.04%
-$372.36 
CVX Chevron Corporation
-0.03%
-$149.82 
XOM Exxon Mobil Corporation
-0.03%
-$343.6 
MEAR iShares Short Maturity Bond ETF
-0.03%
-$106.87 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.02%
-$88.16 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$167.84 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.02%
-$303.18 
PM Philip Morris International Inc.
-0.02%
-$54.72 
JMSI JPMorgan Sustainable Municipal Income ETF
-0.01%
-$904.5 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
-0.01%
-$22.52 
AVGO Broadcom Inc.
-0.01%
-$361.58 Events
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Dividends
Dividend Analysis
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| Trades 2778 | Longs Won 1832/2778 65% | Profit Factor 3.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $281,521.48 |
| Average Win $70,620.1 | Best Trade (Aug 14) $11.76M | Sharpe Ratio -13.57 |
| Average Loss -$38,841.58 | Worst Trade (Aug 13) -$4.04M | Z-Score 3.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4d | Expectancy $33,306.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 16,646 | $264,627.14 | $248,524.78 | - | -$16,102.36 | -6.08% | -2.354% |
| AAPL Apple Inc. | 56,790 | $13.48M | $17.16M | - | $3.68M | 27.31% | -0.872% |
| ABBV AbbVie Inc. | 4,040 | $895,143.65 | $1M | - | $109,846.71 | 12.27% | -0.532% |
| ABT Abbott Laboratories | 2,486 | $311,472.11 | $275,722.26 | - | -$35,749.85 | -11.48% | +1.085% |
| ADBE Adobe Inc. | 1,065 | $403,486.86 | $275,568.75 | - | -$127,918.11 | -31.7% | -1.881% |
| ADP Automatic Data Processing Inc. | 1,468 | $346,307.58 | $395,376.44 | - | $49,068.86 | 14.17% | -0.649% |
| AEIS Advanced Energy Industries Inc. | 615 | $198,466.65 | $207,451.8 | - | $8,985.15 | 4.53% | +2.97% |
| ALKS Alkermes plc | 5,235 | $251,646.45 | $263,215.8 | - | $11,569.35 | 4.6% | +2.174% |
| ALLY Ally Financial Inc. | 5,226 | $236,511.1 | $231,250.5 | - | -$5,260.6 | -2.22% | +0.683% |
| ALV Autoliv, Inc. | 1,853 | $215,255 | $223,879.46 | - | $8,624.46 | 4.01% | -1.259% |
| AMAT Applied Materials, Inc. | 9,461 | $4.88M | $5.19M | - | $302,188.53 | 6.19% | +4.288% |
| AMD Advanced Micro Devices, Inc. | 9,181 | $4.17M | $4.43M | - | $258,935.37 | 6.2% | +1.815% |
| AMGN Amgen Inc. | 937 | $295,756.54 | $389,960.66 | - | $94,204.12 | 31.85% | +0.454% |
| AMZN Amazon.com Inc | 29,411 | $6.25M | $7.86M | - | $1.61M | 25.7% | -1.833% |
| ANET Arista Networks, Inc. | 6,271 | $693,133.39 | $1.32M | - | $626,912.11 | 90.45% | +6.394% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 41,898 | $1.96M | $2.09M | - | $128,661.15 | 6.56% | +0.221% |
| AON Aon plc | 805 | $266,941 | $283,649.79 | - | $16,708.79 | 6.26% | -1.15% |
| APH Amphenol Corporation | 7,668 | $240,147.1 | $325,813.34 | - | $85,666.24 | 35.67% | +1.632% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 5,090 | $672,948 | $656,253.65 | - | -$16,694.35 | -2.48% | +0.491% |
| ARM Arm Holdings plc American Depositary Receipt | 7,850 | $2.78M | $2.13M | - | -$649,195.5 | -23.32% | +1.093% |
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FAQ
Which stocks have generated the highest profits for Dianne Marie Morin?
The largest contributions to the portfolio's profits come from the following stocks: Mechanics Bank - $10.39M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.68M, iShares National Muni Bond ETF - $1.64M, iShares ESG Advanced Total USD Bond Market ETF - $1.61M, and SPDR S&P 500 ESG ETF - $1.07M. 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: iShares Bitcoin Trust - $695,134.76, Accenture plc Class A - $314,202.58, lululemon athletica inc - $216,186.74, Elevance Health, Inc - $207,450.54, and Advanced Micro Devices, Inc - $196,988.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dianne Marie Morin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.19M earned over time. The largest contributors to dividend income include Mechanics Bank - $10.34M, iShares National Muni Bond ETF - $1.79M, iShares ESG Advanced Total USD Bond Market ETF - $1.59M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.41M, and VANGUARD TOTAL STOCK MKT ETF - $1.01M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dianne Marie Morin's monthly returns?
Dianne Marie Morin's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Dianne Marie Morin's strategy be considered aggressive or moderate?
Dianne Marie Morin's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Dianne Marie Morin's strategy?
Dianne Marie Morin's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
