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:
62.02%
Gain -0.56%
Monthly
1.58%
Yearly
20.73%
Drawdown
22.67%
$743.42M
Equity
Holdings
$743.42M
Investment
$654.97M
$98.91M
Profit -$2.02M
Realized
$10.46M
Unrealized
$88.45M
Dividends
$29.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.56%
Profit
-$2.02M
Win %
72%
This Week
Compared To Last Week
Gain
-0.84%
Profit
-$6.29M
Win %
72%
This Month
Compared to last month
Gain
-1.59%
Profit
-$12M
Win %
72%
This Year
Compared to last year
Gain
5.67%
Profit
$39.86M
Win %
73%
SNDK SanDisk Corporation
+14.27%
+$76,204.82 
WDC Western Digital Corporation
+12.51%
+$141,877.17 
MU Micron Technology, Inc.
+12.17%
+$197,971.4 
COHR Coherent Corp.
+11.15%
+$97,178.31 
CLS Celestica Inc.
+10.49%
+$82,334.25 
HAS Hasbro Inc.
+8.81%
+$47,784.74 
SANM Sanmina Corporation
+8.69%
+$24,205.2 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+8.43%
+$35,603.26 
AMD Advanced Micro Devices, Inc.
+8.11%
+$115,061.7 
AMAT Applied Materials, Inc.
+7.39%
+$150,349.42 
SHE SPDR MSCI USA Gender Diversity ETF
+6.84%
+$37,171.57 
WPM Wheaton Precious Metals Corp.
+6.29%
+$18,670.68 
P Everpure Inc.
+6.28%
+$22,928.97 
FLEX Flex Ltd.
+6.24%
+$43,107.24 
GLW Corning Incorporated
+6.08%
+$35,443.13 
LRCX Lam Research Corporation
+4.97%
+$98,526.54 
APH Amphenol Corporation
+4.85%
+$13,709.42 
KLAC KLA Corporation
+4.8%
+$47,509.15 
ORCL Oracle Corporation
+4.67%
+$27,369.1 
NMR Nomura Holdings Inc. Sponsored ADR
+4.47%
+$4,946.34 
KEYS Keysight Technologies, Inc.
+4.45%
+$50,859.24 
JBL Jabil Inc.
+4.26%
+$69,539.82 
ILMN Illumina, Inc.
+4.25%
+$15,472.37 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+4.22%
+$35,915.4 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+4.14%
+$23,501.51 
WWD Woodward Inc.
+4.12%
+$10,897.12 
SIVR abrdn Physical Silver Shares ETF
+4.12%
+$171,683.85 
ORLY O'Reilly Automotive Inc.
+4.07%
+$11,489.6 
SB Safe Bulkers Inc.
+4.05%
+$5,552.34 
MTUM iShares MSCI USA Momentum Factor ETF
+3.91%
+$14,965.75 
NVT nVent Electric plc
+3.81%
+$26,030.8 
RRX Regal Rexnord Corporation
+3.76%
+$18,003.17 
EMXC iShares MSCI Emerging Markets ex China ETF
+3.63%
+$56,470.14 
ASML ASML Holding N.V. New York Registry Shares
+3.59%
+$73,175.78 
RGLD Royal Gold Inc.
+3.55%
+$10,633.35 
UNH UnitedHealth Group Incorporated
+3.51%
+$17,330.81 
NBIX Neurocrine Biosciences Inc.
+3.5%
+$14,907.2 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+3.32%
+$20,548.82 
BWA BorgWarner Inc.
+3.26%
+$7,559.61 
C Citigroup Inc.
+3.2%
+$10,341.2 
PLXS Plexus Corp.
+3.19%
+$8,094.21 
ANET Arista Networks, Inc.
+3.09%
+$33,822.35 
CCK Crown Holdings Inc.
+2.98%
+$9,663.94 
CAT Caterpillar Inc.
+2.97%
+$33,371.01 
GS The Goldman Sachs Group, Inc.
+2.89%
+$28,362.4 
NVS Novartis AG Sponsored ADR
+2.88%
+$28,027.93 
CEF Sprott Physical Gold and Silver Trust
+2.81%
+$62,212.17 
IEMG iShares Core MSCI Emerging Markets ETF
+2.71%
+$27,508.58 
HWM Howmet Aerospace Inc.
+2.58%
+$10,593.16 
TXN Texas Instruments Inc
+2.54%
+$12,182.54 
TSLA Tesla, Inc.
+2.53%
+$37,112.32 
SAN Banco Santander S.A. Sponsored ADR
+2.48%
+$11,097.9 
LLY Eli Lilly and Company
+2.46%
+$55,426.46 
IDCC InterDigital, Inc.
+2.4%
+$6,573.79 
CI The Cigna Group
+2.31%
+$5,259.65 
XOM Exxon Mobil Corporation
+2.26%
+$22,391.47 
ICVT iShares Convertible Bond ETF
+2.24%
+$19,676.16 
SCHA Schwab U.S. Small-Cap ETF
+2.21%
+$6,135 
AVGO Broadcom Inc.
+2.21%
+$104,416.8 
LPL Lg Display Co., Ltd. - ADR
+2.19%
+$711.9 
EME EMCOR Group, Inc.
+2.18%
+$4,612.15 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+2.15%
+$7,599.96 
HSBC HSBC Holdings plc Sponsored ADR
+2.13%
+$12,299.18 
NVDA NVIDIA Corporation
+1.97%
+$267,149.54 
SGOL abrdn Physical Gold Shares ETF
+1.97%
+$71,427.75 
GLD SPDR Gold Shares
+1.96%
+$33,995.1 
IAU iShares Gold Trust
+1.95%
+$199,718.61 
XPO XPO Inc.
+1.95%
+$10,147.59 
JPM JPMorgan Chase & Co.
+1.88%
+$45,518.52 
SPEM SPDR Portfolio Emerging Markets ETF
+1.87%
+$97,679.16 
QCOM QUALCOMM Incorporated
+1.87%
+$14,821.93 
QQQ Invesco QQQ Trust, Series 1
+1.85%
+$46,230.61 
CW Curtiss-Wright Corporation
+1.84%
+$4,574.5 
IXUS iShares Core International Stock ETF
+1.83%
+$30,362 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.79%
+$82,619.96 
SCHF Schwab International Equity ETF
+1.79%
+$87,064.8 
EFG iShares MSCI EAFE Growth ETF
+1.73%
+$15,555.06 
RL Ralph Lauren Corporation
+1.71%
+$4,089.29 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.71%
+$311,629.08 
VEU Vanguard FTSE All-World ex-US ETF
+1.7%
+$214,438.2 
JCI Johnson Controls International plc
+1.68%
+$13,251.48 
PLD Prologis Inc.
+1.67%
+$8,740.38 
SCHE Schwab Emerging Markets Equity ETF
+1.66%
+$8,136.69 
WFC Wells Fargo & Company
+1.65%
+$6,299.12 
HON Honeywell International Inc.
+1.63%
+$1,611.84 
VWO Vanguard FTSE Emerging Markets ETF
+1.6%
+$18,168.48 
NFLX Netflix, Inc.
+1.58%
+$11,232.86 
COP ConocoPhillips
+1.57%
+$4,142.32 
EZU iShares MSCI Eurozone ETF
+1.57%
+$5,247 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.57%
+$33,429.48 
MRK Merck & Co., Inc.
+1.5%
+$9,163 
LECO Lincoln Electric Holdings, Inc.
+1.46%
+$4,364.02 
EFA iShares MSCI EAFE ETF
+1.45%
+$29,434.95 
IEFA iShares Core MSCI EAFE ETF
+1.41%
+$6,380.1 
T AT&T Inc.
+1.41%
+$4,267.77 
CSCO Cisco Systems, Inc.
+1.34%
+$12,454.2 
BAC Bank of America Corporation
+1.32%
+$10,631.2 
EFV iShares MSCI EAFE Value ETF
+1.31%
+$10,445.82 
SCHV Schwab U.S. Large-Cap Value ETF
+1.31%
+$19,949.16 
THRO iShares U.S. Thematic Rotation Active ETF
+1.28%
+$5,270.94 
DFIC Dimensional International Core Equity Market ETF
+1.27%
+$2,580.77 
IUSG iShares Core S&P U.S. Growth ETF
+1.25%
+$35,849.99 
UTHR United Therapeutics Corporation
+1.23%
+$6,944.27 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.23%
+$17,407.5 
AVUV Avantis U.S. Small Cap Value ETF
+1.2%
+$25,395.56 
SHEL Shell plc
+1.16%
+$3,513 
ABBV AbbVie Inc.
+1.09%
+$13,187.97 
DFUV Dimensional US Marketwide Value ETF
+1.06%
+$10,969.54 
XENE Xenon Pharmaceuticals Inc.
+1.06%
+$2,396.1 
IJH iShares Core S&P Mid-Cap ETF
+1.05%
+$64,745.24 
HIG The Hartford Insurance Group, Inc.
+1.05%
+$3,494.28 
MDY SPDR S&P MidCap 400 ETF Trust
+1.04%
+$84,413.18 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.03%
+$47,372.08 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.02%
+$10,899.56 
AVLV Avantis U.S. Large Cap Value ETF
+1.02%
+$20,672.97 
IJR iShares Core S&P Small-Cap ETF
+1.01%
+$27,027.42 
JXN Jackson Financial Inc.
+0.97%
+$2,335.21 
ESGV Vanguard ESG U.S. Stock ETF
+0.96%
+$12,266 
VUG Vanguard Growth ETF
+0.94%
+$70,627.2 
PFGC Performance Food Group Co.
+0.93%
+$3,783.18 
AAL American Airlines Group Inc.
+0.93%
+$1,847.44 
SCHB Schwab U.S. Broad Market ETF
+0.91%
+$40,387.1 
IVV iShares Core S&P 500 ETF
+0.88%
+$20,099.53 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.88%
+$2,488.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.87%
+$450,156.8 
VOTE TCW Transform 500 ETF
+0.86%
+$13,917 
EFIV SPDR S&P 500 ESG ETF
+0.84%
+$18,829.8 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$86,870.5 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.83%
+$18,728.25 
VOO Vanguard S&P 500 ETF
+0.83%
+$319,381.35 
CGDV Capital Group Dividend Value ETF
+0.82%
+$2,518.8 
RDVY First Trust Rising Dividend Achievers ETF
+0.8%
+$2,067.84 
VTV Vanguard Value ETF
+0.77%
+$34,644.96 
PFE Pfizer Inc.
+0.77%
+$2,975.97 
SCHX Schwab U.S. Large-Cap ETF
+0.75%
+$10,689.8 
BURL Burlington Stores Inc.
+0.73%
+$3,448.31 
XVV iShares ESG Screened S&P 500
+0.72%
+$1,580.96 
JNJ Johnson & Johnson
+0.72%
+$5,506.01 
CVX Chevron Corporation
+0.72%
+$3,567.25 
VO Vanguard Mid-Cap ETF
+0.69%
+$2,024 
VYM Vanguard High Dividend Yield ETF
+0.68%
+$1,972.9 
FTLS First Trust Long/Short Equity ETF
+0.68%
+$28,963.92 
IQSI NYLI Candriam International Equity ETF
+0.68%
+$8,469.12 
VZ Verizon Communications Inc.
+0.64%
+$5,173.84 
CAH Cardinal Health Inc.
+0.59%
+$3,489.36 
AMGN Amgen Inc.
+0.57%
+$1,999.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.55%
+$2,613.24 
SYY Sysco Corporation
+0.55%
+$2,944.48 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.51%
+$13,129.12 
BALL Ball Corp.
+0.48%
+$2,608.2 
BMO Bank of Montreal
+0.43%
+$1,590.68 
ETN Eaton Corporation plc
+0.38%
+$5,131.31 
TT Trane Technologies plc
+0.37%
+$5,499.7 
IVE ISHARES S&P 500 VALUE ETF
+0.36%
+$5,081.26 
AAPL Apple Inc.
+0.35%
+$57,031.45 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.35%
+$1,246.32 
RY Royal Bank of Canada
+0.24%
+$1,340.79 
VOE Vanguard Mid-Cap Value ETF
+0.2%
+$3,159.46 
TOL Toll Brothers Inc
+0.17%
+$598.5 
HLT Hilton Worldwide Holdings Inc.
+0.16%
+$1,544.82 
DE Deere & Company
+0.15%
+$897.6 
CMCSA Comcast Corp
+0.13%
+$214.8 
RS Reliance Inc.
+0.07%
+$294.24 
USMV iShares MSCI USA Min Vol Factor ETF
+0.05%
+$242.65 
DUK Duke Energy Corporation
+0.05%
+$142.98 
PRI Primerica Inc.
+0.04%
+$159.24 
TD The Toronto-Dominion Bank
+0.03%
+$76.8 
BNDX Vanguard Total International Bond ETF
+0.02%
+$3,726.15 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$20.7 
FLMB Franklin Municipal Green Bond ETF
+0.01%
+$299.68 
CVIE Calvert International Responsible Index ETF
0%
+$65.06 
AEIS Advanced Energy Industries Inc.
0%
-$0.01 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVLC Avantis U.S. Large Cap Equity ETF
0%
$0 
AVMV Avantis U.S. Mid Cap Value ETF
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
+$0.13 
BNDW Vanguard Total World Bond ETF
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
CAOS Alpha Architect Tail Risk ETF
0%
$0 
CIEN Ciena Corporation
0%
$0 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
0%
$0 
DFCA Dimensional California Municipal Bond ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
EMGF iShares MSCI Emerging Markets Multifactor ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
EUSB iShares ESG Advanced Total USD Bond Market ETF
0%
+$0.37 
EWBC East West Bancorp Inc.
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
0%
$0 
FJUL FT Vest US Equity Buffer ETF
0%
$0 
FN Fabrinet
0%
$0 
GGG Graco Inc.
0%
$0 
GNR SPDR S&P Global Natural Resources ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HYXF iShares ESG Advanced High Yield Fund
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
ICL ICL Group Ltd.
0%
$0 
IDEF iShares U.S. Defense & Aerospace Index ETF
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
ISTB iShares Core 1-5 Year USD Bond ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JMHI JPMorgan High Yield Municipal ETF
0%
$0 
JMSI JPMorgan Sustainable Municipal Income ETF
0%
$0 
JSCP JPMorgan Short Duration Core Plus ETF
0%
$0 
KRMA Global X Conscious Companies ETF
0%
+$2.55 
LITE Lumentum Holdings Inc.
0%
+$0.01 
MBB iShares MBS ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
MFG Mizuho Financial Group Inc. ADR
0%
$0 
ONCY Oncolytics Biotech Inc.
0%
-$0.01 
PLTR Palantir Technologies Inc.
0%
$0 
RBC RBC Bearings Incorporated
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCI Service Corporation International
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TM Toyota Motor Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
URTH iShares MSCI World ETF
0%
-$0.02 
VTEI Vanguard International Tax-Exempt Bond Fund
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
XJH iShares ESG Screened S&P Mid-Cap ETF
0%
$0 
DHR Danaher Corporation
-10.92%
-$34,229.26 
SPGI S&P Global Inc.
-3.81%
-$25,805.92 
ADP Automatic Data Processing Inc.
-3.53%
-$12,140.93 
ADBE Adobe Inc.
-3.23%
-$6,647.67 
CME CME Group Inc.
-3.15%
-$6,841.05 
NWS News Corporation
-3.1%
-$15,410 
MCO Moody's Corporation
-2.93%
-$19,620.09 
NWSA News Corporation
-2.69%
-$12,004.96 
RSG Republic Services, Inc.
-2.67%
-$26,491 
ACN Accenture plc Class A
-2.67%
-$5,495.4 
REZI Resideo Technologies Inc.
-2.53%
-$4,704.3 
SAP SAP SE Sponsored ADR
-2.53%
-$6,235.57 
WM Waste Management, Inc.
-2.46%
-$13,530.36 
PM Philip Morris International Inc.
-2.43%
-$9,879.49 
ALLY Ally Financial Inc.
-2.4%
-$5,382.42 
BA Boeing Company
-2.23%
-$4,436.64 
PFG Principal Financial Group, Inc.
-2.22%
-$18,328.88 
CRM Salesforce Inc
-2.15%
-$6,721.44 
ICE Intercontinental Exchange, Inc.
-2.05%
-$4,103.51 
UL Unilever PLC Sponsored American Depositary Receipt
-1.95%
-$6,195.2 
ABT Abbott Laboratories
-1.95%
-$6,294.42 
PSQ ProShares Short QQQ
-1.85%
-$4,110.61 
NDAQ Nasdaq, Inc.
-1.77%
-$13,943.02 
PYPL PayPal Holdings Inc
-1.71%
-$4,880.07 
MA Mastercard Incorporated
-1.67%
-$21,817.18 
ECL Ecolab Inc.
-1.66%
-$3,715.73 
WMT Walmart Inc.
-1.61%
-$20,503.68 
GOOG Alphabet Inc
-1.47%
-$114,555.7 
CSL Carlisle Companies Inc.
-1.44%
-$4,808.1 
WCN Waste Connections Inc.
-1.43%
-$3,311.08 
MCD McDonald's Corporation
-1.39%
-$5,430.89 
GOOGL Alphabet Inc
-1.37%
-$64,783.4 
LIN Linde plc
-1.37%
-$8,620.55 
ES Eversource Energy
-1.35%
-$7,374.02 
V Visa Inc. Class A
-1.32%
-$23,460.3 
HLN Haleon Plc - ADR
-1.2%
-$2,029.08 
WTRG Essential Utilities Inc.
-1.19%
-$4,988.58 
IBM International Business Machines Corporation
-1.17%
-$3,907.5 
MSFT Microsoft Corp.
-1.13%
-$87,159.11 
ZWS Zurn Elkay Water Solutions Corporation
-1.11%
-$2,635.69 
WMB The Williams Companies, Inc.
-1.08%
-$2,685.6 
OGS One Gas Inc.
-1.06%
-$1,892.52 
UNP Union Pacific Corporation
-1.05%
-$3,881.28 
AMZN Amazon.com Inc
-0.98%
-$54,817.26 
CASY Casey's General Stores Inc.
-0.95%
-$10,217.22 
ISRG Intuitive Surgical, Inc.
-0.88%
-$2,158.35 
DHI D.R. Horton, Inc.
-0.88%
-$4,571.96 
NYT New York Times Co.
-0.8%
-$3,341.4 
COST Costco Wholesale Corporation
-0.7%
-$11,409.75 
GWW W.W. Grainger, Inc.
-0.7%
-$4,622.4 
MDLZ Mondelez International, Inc.
-0.68%
-$2,334.13 
PG Procter & Gamble Co
-0.68%
-$4,119.79 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.61%
-$1,813.5 
LOW Lowe's Companies Inc.
-0.59%
-$4,790.48 
UNM Unum Group
-0.53%
-$1,900.68 
SGI Somnigroup International Inc.
-0.53%
-$1,402.3 
TMO Thermo Fisher Scientific Inc.
-0.53%
-$3,844.7 
MSGS Madison Square Garden Sports Corp.
-0.5%
-$2,091.99 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.47%
-$26,097.39 
JLL Jones Lang LaSalle Inc.
-0.46%
-$2,343 
HD The Home Depot, Inc.
-0.43%
-$6,062.44 
TJX The TJX Companies, Inc.
-0.42%
-$4,455.08 
RTX RTX Corporation
-0.4%
-$1,837.22 
LMUB iShares Long-Term National Muni Bond ETF
-0.36%
-$16,437.24 
PEP PepsiCo, Inc.
-0.34%
-$2,060.38 
TLH iShares 10-20 Year Treasury Bond ETF
-0.34%
-$5,160.87 
HYD VanEck High Yield Muni ETF
-0.33%
-$2,686.68 
BRK-B Berkshire Hathaway Inc.
-0.33%
-$2,892.8 
AXP American Express Company
-0.32%
-$1,035.11 
META Meta Platforms Inc Class A
-0.32%
-$5,050.99 
MCK McKesson Corporation
-0.32%
-$1,661.09 
COR Cencora, Inc.
-0.3%
-$1,021.18 
USFD US Foods Holding Corp
-0.29%
-$2,021.87 
DIS The Walt Disney Company
-0.28%
-$1,606.5 
CBRE CBRE Group Inc.
-0.25%
-$2,186.8 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.25%
-$3,771.46 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.24%
-$1,151.48 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.22%
-$24,940.02 
NLY Annaly Capital Management, Inc.
-0.22%
-$647.7 
MUB iShares National Muni Bond ETF
-0.22%
-$94,114.85 
SYSB iShares Systematic Bond ETF
-0.2%
-$3,148.2 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.2%
-$779.04 
VTEB Vanguard Tax-Exempt Bond ETF
-0.2%
-$2,260.28 
GOVT iShares U.S. Treasury Bond ETF
-0.2%
-$11,050.51 
PEN Penumbra Inc.
-0.2%
-$861.81 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.19%
-$1,987.5 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.19%
-$12,747.87 
KO The Coca-Cola Company
-0.18%
-$1,381.35 
GE General Electric Company
-0.18%
-$1,487.98 
BGRN iShares USD Green Bond ETF
-0.16%
-$10,487.24 
IUSB iShares Core Universal USD Bond ETF
-0.15%
-$18,592.98 
EXC Exelon Corporation
-0.15%
-$805.14 
EA Electronic Arts Inc.
-0.12%
-$447.23 
BSV Vanguard Short-Term Bond ETF
-0.12%
-$1,233.9 
SCHP Schwab U.S. TIPS ETF
-0.11%
-$2,898 
IQSM NYLI Candriam U.S. Mid Cap Equity ETF
-0.1%
-$2,175.66 
RNR Renaissancere Holdings Ltd.
-0.1%
-$452.44 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.09%
-$4,383.72 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.09%
-$211.78 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.08%
-$352.64 
NEE NextEra Energy, Inc.
-0.08%
-$328.93 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$663.88 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.08%
-$15,528.32 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$785.12 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,084 
RBA Rb Global Inc.
-0.05%
-$327.9 
INCE Franklin Income Equity Focus ETF
-0.04%
-$248.04 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$1,415.39 
IAGG iShares International Aggregate Bond Fund
-0.04%
-$934.28 
BINC iShares Flexible Income Active ETF
-0.04%
-$897.64 
GEV GE Vernova Inc.
-0.03%
-$296.36 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$143.34 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$50.37 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.02%
-$2,569.43 
CHGX AXS Change Finance ESG ETF
0%
-$23.95 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
0%
-$5.45 Events
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Dividends
Dividend Analysis
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| Trades 2403 | Longs Won 1603/2403 66% | Profit Factor 7.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $257,570.29 |
| Average Win $70,618.78 | Best Trade (Jul 22) $10.32M | Sharpe Ratio -14.38 |
| Average Loss -$17,824.11 | Worst Trade (Jul 24) -$723,801.28 | Z-Score 10.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $41,162.38 |
| 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 | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
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Returns
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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 - $10.34M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.59M, iShares ESG Advanced Total USD Bond Market ETF - $1.5M, iShares National Muni Bond ETF - $1.36M, and VANGUARD TOTAL STOCK MKT ETF - $1.13M. 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: lululemon athletica inc - $216,186.74, Advanced Micro Devices, Inc - $196,988.03, Elevance Health, Inc - $163,646.04, Robert Half Inc - $150,485.38, and UnitedHealth Group Incorporated - $132,027.1. 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 $29.38M earned over time. The largest contributors to dividend income include Mechanics Bank - $10.34M, iShares National Muni Bond ETF - $1.5M, iShares ESG Advanced Total USD Bond Market ETF - $1.48M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.34M, and VANGUARD TOTAL STOCK MKT ETF - $1.13M. 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.
