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:
57.23%
Gain -0.8%
Monthly
1.35%
Yearly
17.47%
Drawdown
22.77%
$929.7M
Equity
Holdings
$929.7M
Investment
$871.03M
$69.36M
Profit -$2.13M
Realized
$10.69M
Unrealized
$58.67M
Dividends
$32.63M
Goals
Avg. 39.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.8%
Profit
-$2.13M
Win %
66%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$4.23M
Win %
66%
This Month
Compared to last month
Gain
-1.98%
Profit
-$18.77M
Win %
66%
This Year
Compared to last year
Gain
-4.15%
Profit
-$40.29M
Win %
67%
PANW Palo Alto Networks, Inc.
+6.26%
+$252,809.26 
COP ConocoPhillips
+3.85%
+$13,490.4 
TWLO Twilio Inc. Class A Common Stock
+3.24%
+$13,300.2 
HPE Hewlett Packard Enterprise Company
+3.13%
+$121,038.8 
MU Micron Technology Inc.
+3.08%
+$155,220.51 
ISRG Intuitive Surgical Inc.
+3.02%
+$8,294.59 
P Everpure Inc. Class A Common Stock
+2.95%
+$20,774.74 
JBL Jabil Inc.
+2.72%
+$39,241.35 
XLE State Street Energy Select Sector SPDR ETF
+2.54%
+$55,406.5 
MSGS Madison Square Garden Sports Corp.
+2.48%
+$10,163.99 
CVX Chevron Corporation
+2.38%
+$13,483.82 
XOM ExxonMobil Holdings Corporation
+2.26%
+$27,625.44 
DELL Dell Technologies Inc. Class C Common Stock
+2.17%
+$77,843.06 
SANM Sanmina Corporation
+2.16%
+$4,289.04 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.09%
+$7,412.34 
ASX ASE Technology Holding Co., Ltd. ADR
+1.93%
+$8,832.27 
MRVL Marvell Technology Inc.
+1.92%
+$51,282.3 
WMB The Williams Companies, Inc.
+1.71%
+$4,032.93 
LITE Lumentum Holdings Inc.
+1.66%
+$55,361.37 
APH Amphenol Corp. Class A Common Stock
+1.52%
+$8,511.48 
AMD Advanced Micro Devices Inc.
+1.5%
+$69,775.69 
INTC Intel Corporation
+1.4%
+$41,939.72 
ORCL Oracle Corporation
+1.39%
+$8,543.5 
TXN Texas Instruments Inc.
+1.38%
+$8,500.8 
KEYS Keysight Technologies, Inc.
+1.38%
+$15,451.75 
CSCO Cisco Systems, Inc.
+1.28%
+$13,094.48 
COHR Coherent Corp.
+1.24%
+$24,154.15 
UMC United Microelectronics Corp. ADR
+1.13%
+$2,207.94 
AMAT Applied Materials Inc.
+1.07%
+$37,938.7 
WCN Waste Connections, Inc.
+1.01%
+$2,371.16 
ANET Arista Networks Inc.
+1%
+$10,786.08 
TER Teradyne, Inc.
+0.97%
+$19,086.41 
GLW Corning Incorporated
+0.96%
+$20,130.04 
ABT Abbott Laboratories
+0.92%
+$2,349.27 
AEIS Advanced Energy Industries Inc.
+0.88%
+$1,174.65 
ASML ASML Holding N.V. NY Registered Shares
+0.84%
+$14,978.17 
QCOM QUALCOMM Incorporated
+0.82%
+$8,345.34 
SB Safe Bulkers, Inc. Common Stock
+0.82%
+$1,310.34 
BAI iShares A.I. Innovation and Tech Active ETF
+0.81%
+$2,217.15 
JCI Johnson Controls International plc
+0.78%
+$5,383.5 
SMH VanEck Semiconductor ETF
+0.77%
+$1,781.27 
ONCY Oncolytics Biotech Inc.
+0.76%
+$981.56 
BIO Bio-Rad Laboratories Inc.
+0.75%
+$7,016.1 
SOXX iShares Semiconductor ETF
+0.74%
+$1,309.23 
SNX TD SYNNEX Corporation
+0.65%
+$1,671.18 
MSFT Microsoft Corporation Common Stock
+0.65%
+$67,112.3 
CIEN Ciena Corp.
+0.52%
+$14,963.17 
XLK State Street Technology Select Sector SPDR ETF
+0.52%
+$6,631.7 
MTUM iShares MSCI USA Momentum Factor ETF
+0.51%
+$1,365.63 
VGT Vanguard Information Technology ETF
+0.51%
+$2,553.6 
SNDK Sandisk Corp.
+0.49%
+$29,284.89 
ARM Arm Holdings plc ADR
+0.49%
+$8,085.42 
ILMN Illumina Inc.
+0.45%
+$2,846.42 
STX Seagate Technology Holdings plc
+0.45%
+$13,333.27 
IBM International Business Machines Corporation
+0.42%
+$1,652.7 
BA The Boeing Company
+0.4%
+$2,543.35 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.39%
+$1,699.38 
ABBV AbbVie Inc.
+0.38%
+$4,403.6 
LMUB iShares Long-Term National Muni Bond ETF
+0.38%
+$17,390.7 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.32%
+$17,584.98 
NYT New York Times Co. Class A Common Stock
+0.32%
+$1,146.42 
AVGO Broadcom Inc.
+0.29%
+$11,455.22 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.28%
+$8,404.5 
ESGE iShares ESG Aware MSCI EM ETF
+0.27%
+$3,119.65 
LRCX Lam Research Corp.
+0.23%
+$7,928.95 
FLMB Franklin Municipal Green Bond ETF
+0.22%
+$8,289.1 
FTLS First Trust Long/Short Equity ETF
+0.21%
+$11,335.31 
NWS News Corporation
+0.21%
+$1,086.82 
ARKQ ARK Autonomous Technology & Robotics ETF
+0.21%
+$1,170.7 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
+0.19%
+$12,682.39 
CAOS Alpha Architect Tail Risk ETF
+0.19%
+$8,259.65 
VTEB Vanguard Tax-Exempt Bond ETF
+0.18%
+$1,426.64 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.16%
+$2,425.44 
DFCA Dimensional California Municipal Bond ETF
+0.15%
+$870.67 
RRX Regal Rexnord Corporation
+0.14%
+$485.5 
EMGF iShares Emerging Markets Equity Factor ETF
+0.14%
+$304.02 
IEMG iShares Core MSCI Emerging Markets ETF
+0.13%
+$913.4 
MUB iShares National Muni Bond ETF
+0.13%
+$62,628.25 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.13%
+$527.2 
HYXF iShares ESG Advanced High Yield Corporate Bond ETF
+0.11%
+$2,200.79 
SPMO Invesco S&P 500 Momentum ETF
+0.11%
+$4,231.52 
ICL ICL Group Ltd.
+0.11%
+$108.77 
BHP BHP Group Ltd. Sponsored ADR
+0.1%
+$216.16 
JMSI JPMorgan Sustainable Municipal Income ETF
+0.1%
+$8,867.65 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$36,877.58 
AYI Acuity Inc.
+0.09%
+$166.16 
HYD VanEck High Yield Muni ETF
+0.09%
+$711.18 
VTEI Vanguard Intermediate-Term Tax-Exempt Bond ETF
+0.08%
+$12,262.35 
ICVT iShares Convertible Bond ETF
+0.06%
+$333.19 
GEV GE Vernova Inc.
+0.04%
+$233.12 
TFLO iShares Treasury Floating Rate Bond ETF
+0.04%
+$3,558.04 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.04%
+$6,938.47 
HAS Hasbro Inc.
+0.03%
+$207.08 
CME CME Group Inc. Class A Common Stock
+0.03%
+$96.39 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$91.07 
BNDX Vanguard Total International Bond ETF
+0.03%
+$6,268.89 
ICSH iShares Ultra Short Duration Bond Active ETF
+0.03%
+$230.41 
BOXX Alpha Architect 1-3 Month Box ETF
+0.03%
+$228.66 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.03%
+$65.65 
STIP iShares 0-5 Year TIPS Bond ETF
+0.03%
+$517.92 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$54.38 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$458.39 
IALT iShares Systematic Alternatives Active ETF
+0.02%
+$268.74 
MEAR iShares Short Maturity Municipal Bond Active ETF
0%
+$7.12 
EA Electronic Arts Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SHE State Street SPDR MSCI USA Gender Diversity ETF
0%
$0 
FIX Comfort Systems USA Inc.
-9.14%
-$240,311.7 
T AT&T Inc.
-6.49%
-$27,052.97 
EQH Equitable Holdings Inc.
-6.29%
-$17,580.27 
AAL American Airlines Group Inc.
-5.28%
-$11,069.59 
CBRE CBRE Group Inc. Class A Common Stock
-5.24%
-$42,628.41 
HWM Howmet Aerospace Inc.
-4.01%
-$6,657.24 
UNM Unum Group
-4%
-$15,941.25 
AXP American Express Company
-3.87%
-$12,180.34 
RCL Royal Caribbean Cruises Ltd.
-3.68%
-$8,059.27 
JLL Jones Lang LaSalle Incorporated
-3.63%
-$16,438.92 
NVS Novartis AG Sponsored ADR
-3.36%
-$32,413.5 
PFGC Performance Food Group Co.
-3.34%
-$12,579.69 
PRI Primerica Inc.
-3.24%
-$12,811.25 
USFD US Foods Holding Corp.
-3.14%
-$22,625.15 
XPO XPO, Inc.
-3.13%
-$12,431.3 
BFH Bread Financial Holdings, Inc.
-2.94%
-$6,690.28 
LOW Lowe's Companies, Inc.
-2.92%
-$21,945.72 
ALV Autoliv Inc.
-2.91%
-$6,411.38 
HD The Home Depot, Inc.
-2.9%
-$40,118.54 
LLY Eli Lilly and Company
-2.81%
-$92,275.2 
CI The Cigna Group
-2.75%
-$7,107.9 
PG The Procter & Gamble Company
-2.75%
-$17,093.74 
CRS Carpenter Technology Corporation
-2.71%
-$2,724.48 
WDC Western Digital Corp.
-2.69%
-$92,771.25 
SYY Sysco Corp.
-2.64%
-$15,715.42 
CLS Celestica Inc.
-2.62%
-$17,455.82 
CASY Casey's General Stores, Inc.
-2.61%
-$22,908.58 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.58%
-$9,350.07 
KO The Coca-Cola Company
-2.55%
-$24,387.48 
PEP PepsiCo, Inc.
-2.51%
-$13,209.65 
CSL Carlisle Companies Incorporated
-2.48%
-$8,530.24 
CAT Caterpillar Inc.
-2.48%
-$27,330.22 
GE General Electric Company
-2.3%
-$18,433.93 
RGLD Royal Gold, Inc.
-2.24%
-$7,898.27 
RNR RenaissanceRe Holdings Ltd.
-2.23%
-$10,774.44 
PFG Principal Financial Group Inc.
-2.19%
-$19,658.37 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
-2.15%
-$13,775.62 
MFG Mizuho Financial Group, Inc. American Depositary Receipts
-2.11%
-$3,031.54 
UNP Union Pacific Corp.
-2.03%
-$9,502.07 
MCO Moody's Corporation
-2.02%
-$11,043.33 
BURL Burlington Stores Inc.
-2.02%
-$6,579 
ADBE Adobe Inc.
-1.98%
-$5,697.74 
MS Morgan Stanley Common Stock
-1.9%
-$3,446.07 
MCD McDonald's Corporation
-1.86%
-$6,112.89 
RBC RBC Bearings Incorporated
-1.85%
-$2,976.96 
WPM Wheaton Precious Metals Corp.
-1.84%
-$6,045.01 
KB KB Financial Group Inc. ADR
-1.79%
-$14,661.35 
MA Mastercard Inc. Class A Common Stock
-1.77%
-$24,315.91 
SGI Somnigroup International Inc.
-1.76%
-$3,986.92 
RTX RTX Corporation
-1.75%
-$10,652.23 
ORLY O'Reilly Automotive Inc.
-1.74%
-$5,283.2 
OC Owens Corning
-1.71%
-$3,397.49 
CB Chubb Limited
-1.68%
-$3,831.13 
HSBC HSBC Holdings plc Sponsored ADR
-1.68%
-$9,441.74 
CW Curtiss-Wright Corporation
-1.66%
-$2,751.86 
JPM JPMorgan Chase & Co.
-1.66%
-$45,608.89 
HLT Hilton Worldwide Holdings Inc.
-1.59%
-$16,876.56 
KEP Korea Electric Power Corporation Sponsored ADR
-1.59%
-$1,795.71 
HIG The Hartford Insurance Group, Inc.
-1.56%
-$4,966.04 
VZ Verizon Communications Inc.
-1.56%
-$13,401.34 
IDCC InterDigital Inc.
-1.56%
-$5,138.98 
MRK Merck & Co., Inc.
-1.55%
-$12,599.64 
JNJ Johnson & Johnson
-1.54%
-$12,810.23 
SMFG Sumitomo Mitsui Financial Group Inc. Sponsored ADR
-1.54%
-$8,567.35 
UL Unilever PLC Sponsored ADR
-1.49%
-$4,897.39 
WMT Walmart Inc.
-1.47%
-$18,944.54 
PFE Pfizer Inc.
-1.45%
-$8,204.24 
CAH Cardinal Health, Inc.
-1.44%
-$6,303.84 
WPC W. P. Carey Inc.
-1.39%
-$4,324.5 
C Citigroup Inc.
-1.38%
-$5,276.18 
SLV iShares Silver Trust
-1.38%
-$3,716.88 
BALL Ball Corporation
-1.37%
-$8,120.56 
AON Aon plc Class A
-1.37%
-$3,380.99 
BMO Bank of Montreal
-1.36%
-$4,876.64 
SIVR abrdn Physical Silver Shares ETF
-1.35%
-$65,194.4 
WWD Woodward, Inc.
-1.33%
-$2,079.78 
XLF State Street Financial Select Sector SPDR ETF
-1.33%
-$5,460.91 
AVY Avery Dennison Corporation
-1.33%
-$3,143.88 
COR Cencora Inc.
-1.31%
-$3,907.21 
V Visa Inc. Class A
-1.31%
-$36,579.58 
GS The Goldman Sachs Group, Inc.
-1.31%
-$13,543.12 
AMGN Amgen Inc. Common Stock
-1.31%
-$5,472.08 
NLY Annaly Capital Management, Inc.
-1.28%
-$3,070.28 
EME EMCOR Group, Inc.
-1.28%
-$2,228.16 
COST Costco Wholesale Corp
-1.25%
-$21,534.86 
ALLY Ally Financial Inc.
-1.23%
-$2,534.61 
CRM Salesforce, Inc.
-1.23%
-$4,626.47 
CCK Crown Holdings Inc.
-1.18%
-$3,850.71 
XLI State Street Industrial Select Sector SPDR ETF
-1.18%
-$18,973.07 
RDVY First Trust Rising Dividend Achievers ETF
-1.16%
-$2,978.96 
UBS UBS Group AG
-1.12%
-$2,559.37 
NFLX Netflix Inc.
-1.12%
-$6,384.03 
TJX The TJX Companies, Inc.
-1.09%
-$11,207.21 
KRMA Global X Conscious Companies ETF
-1.06%
-$6,804.52 
RL Ralph Lauren Corp. Class A Common Stock
-1.05%
-$2,540.65 
NBIX Neurocrine Biosciences, Inc.
-1.05%
-$3,655.48 
XLV State Street Health Care Select Sector SPDR ETF
-1.03%
-$25,217.88 
UNH UnitedHealth Group Inc.
-1.02%
-$6,629.25 
EXC Exelon Corp.
-0.99%
-$5,230.09 
RSG Republic Services Inc.
-0.99%
-$9,585.56 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-0.98%
-$3,105.37 
ADP Automatic Data Processing Inc.
-0.98%
-$4,418.68 
TMO Thermo Fisher Scientific Inc.
-0.97%
-$7,658.32 
HLN Haleon Plc ADR
-0.96%
-$1,558.3 
RY Royal Bank of Canada
-0.94%
-$5,307.88 
DHR Danaher Corp.
-0.94%
-$2,708.41 
SAN Banco Santander, S.A. Sponsored ADR
-0.93%
-$3,933 
UPS United Parcel Service, Inc. Class B Common Stock
-0.93%
-$2,298.3 
BRK-B Berkshire Hathaway Inc.
-0.93%
-$9,542.27 
BAC Bank of America Corporation
-0.9%
-$6,183.81 
WFC Wells Fargo & Company
-0.9%
-$3,158.06 
TSLA Tesla, Inc.
-0.89%
-$15,748.21 
NMR Nomura Holdings, Inc. Sponsored ADR
-0.89%
-$947.92 
NVT nVent Electric plc
-0.89%
-$4,941.49 
AVMV Avantis U.S. Mid Cap Value ETF
-0.86%
-$6,836.3 
TD Toronto-Dominion Bank
-0.85%
-$2,820.52 
AZN AstraZeneca PLC American Depositary Shares
-0.85%
-$3,720.11 
EFG iShares MSCI EAFE Growth ETF
-0.82%
-$3,085.87 
RBA RB Global Inc.
-0.81%
-$3,761.34 
SGOL abrdn Physical Gold Shares ETF
-0.8%
-$29,487.71 
SAP SAP SE Sponsored ADR
-0.79%
-$2,975.78 
AVDV Avantis International Small Cap Value ETF
-0.79%
-$17,767.97 
CEF Sprott Physical Gold and Silver Trust
-0.78%
-$17,157.78 
GLD SPDR Gold Shares
-0.77%
-$14,642.42 
ES Eversource Energy
-0.75%
-$3,701.07 
SPGI S&P Global Inc.
-0.75%
-$4,874.83 
AVLV Avantis U.S. Large Cap Value ETF
-0.75%
-$28,940.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.74%
-$28,432.62 
IAU iShares Gold Trust
-0.74%
-$91,199.92 
QUAL iShares MSCI USA Quality Factor ETF
-0.74%
-$1,611.86 
TOL Toll Brothers, Inc.
-0.74%
-$2,123.68 
VGK Vanguard FTSE Europe ETF
-0.74%
-$3,053.44 
IQSM NYLI Candriam U.S. Mid Cap Equity ETF
-0.73%
-$13,188.73 
MCK McKesson Corporation
-0.71%
-$3,672.84 
BNS Bank of Nova Scotia
-0.71%
-$1,621.62 
META Meta Platforms Inc Class A
-0.7%
-$10,173.32 
ALKS Alkermes plc
-0.7%
-$1,622.85 
PM Philip Morris International Inc.
-0.7%
-$2,580.98 
DUK Duke Energy Corporation
-0.69%
-$2,129.76 
AVDE Avantis International Equity Fund Institutional Class
-0.69%
-$11,745.27 
PLXS Plexus Corp.
-0.69%
-$1,637.71 
GOOGL Alphabet Inc
-0.68%
-$32,841.6 
JEPI JPMorgan Equity Premium Income ETF
-0.67%
-$1,698.23 
DFIC Dimensional International Core Equity 2 ETF
-0.65%
-$1,575.6 
VTV Vanguard Morningstar Value ETF
-0.64%
-$29,131.95 
SCHV Schwab U.S. Large-Cap Value ETF
-0.64%
-$1,800.2 
VYM Vanguard High Dividend Yield ETF
-0.63%
-$1,843.97 
KLAC KLA Corporation
-0.62%
-$14,284.98 
IEFA iShares Core MSCI EAFE ETF
-0.62%
-$2,826.25 
IVE iShares S&P 500 Value ETF
-0.62%
-$7,670.84 
AAPL Apple Inc.
-0.62%
-$122,098.5 
EXEL Exelixis Inc.
-0.61%
-$1,730.4 
EFA iShares MSCI EAFE ETF
-0.6%
-$12,903.44 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$56,143.38 
AMZN Amazon.com Inc
-0.59%
-$43,234.17 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.58%
-$43,026.37 
GOOG Alphabet Inc
-0.58%
-$43,375.7 
ELV Elevance Health, Inc.
-0.57%
-$1,845.76 
EWBC East West Bancorp Inc.
-0.56%
-$2,825.96 
VBR Vanguard Small-Cap Value ETF
-0.56%
-$14,189.85 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.55%
-$8,819.48 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.55%
-$6,500.2 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.54%
-$3,051.92 
IDXX IDEXX Laboratories, Inc.
-0.54%
-$1,442.9 
DIS The Walt Disney Company
-0.54%
-$3,648.76 
URTH iShares MSCI World ETF
-0.53%
-$1,733.6 
GWW W.W. Grainger Inc.
-0.53%
-$3,436.48 
CGDV Capital Group Dividend Value ETF
-0.53%
-$1,636.96 
CHGX Stance Sustainable Beta ETF
-0.53%
-$11,144.58 
XJH iShares ESG Select Screened S&P Mid-Cap ETF
-0.53%
-$13,264.16 
EFIV State Street SPDR S&P 500 ESG ETF
-0.52%
-$12,810.49 
LIN Linde plc
-0.51%
-$3,152.02 
VCLT Vanguard Long-Term Corporate Bond ETF
-0.5%
-$1,577.97 
VB Vanguard Small-Cap ETF
-0.49%
-$1,846.13 
DFUV Dimensional US Marketwide Value ETF
-0.49%
-$3,103.37 
ZWS Zurn Elkay Water Solutions Corporation
-0.48%
-$1,138.58 
IVV iShares Core S&P 500 ETF
-0.48%
-$23,938.81 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.47%
-$4,300.4 
PLD Prologis, Inc.
-0.47%
-$2,271.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.47%
-$8,092.85 
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.47%
-$51,084.56 
IDEF iShares Defense Industrials Active ETF
-0.47%
-$1,053.92 
EFV iShares MSCI EAFE Value ETF
-0.47%
-$1,835.2 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.47%
-$92,700.12 
SCHF Schwab International Equity ETF
-0.47%
-$26,193.75 
BLCR iShares Large Cap Core Active ETF
-0.47%
-$1,147.05 
VOO Vanguard S&P 500 ETF
-0.46%
-$234,611.67 
IQSU NYLI Candriam U.S. Large Cap Equity ETF
-0.46%
-$934.31 
SPY State Street SPDR S&P 500 ETF Trust
-0.46%
-$162,193.83 
NWSA News Corp. Class A Common Stock
-0.45%
-$2,209.9 
WTRG Essential Utilities Inc.
-0.45%
-$1,615.38 
VEA Vanguard FTSE Developed Markets ETF
-0.44%
-$15,784.06 
SONY Sony Group Corp. Sponsored ADR
-0.44%
-$1,668.54 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.43%
-$31,520.8 
AVLC Avantis U.S. Large Cap Equity ETF
-0.43%
-$11,239.41 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
-0.43%
-$2,808.87 
SCHA Schwab U.S. Small-Cap ETF
-0.43%
-$4,764.06 
VTI Vanguard Total Stock Market ETF
-0.43%
-$237,143.48 
HDV iShares Core High Dividend ETF
-0.43%
-$1,682.85 
SCHB Schwab U.S. Broad Market ETF
-0.41%
-$9,720.53 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.4%
-$50,339.57 
VOTE TCW Transform 500 ETF
-0.4%
-$6,780.79 
IJR iShares Core S&P Small-Cap ETF
-0.39%
-$10,864.06 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.38%
-$13,199.13 
FLEX Flex Ltd.
-0.38%
-$1,896.31 
XVV iShares ESG Select Screened S&P 500 ETF
-0.38%
-$993.74 
NEE NextEra Energy Inc.
-0.37%
-$1,467.66 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.36%
-$8,911.38 
VUG Vanguard Morningstar Growth ETF
-0.36%
-$34,934.83 
CVIE Calvert International Responsible Index ETF
-0.35%
-$12,731.55 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.33%
-$1,686.02 
UTHR United Therapeutics Corporation
-0.33%
-$1,928.38 
IUSG iShares Core S&P U.S. Growth ETF
-0.32%
-$11,144.94 
BLV Vanguard Long-Term Bond ETF
-0.31%
-$15,885.86 
IVW iShares S&P 500 Growth ETF
-0.31%
-$4,400.62 
IXUS iShares Core MSCI Total International Stock ETF
-0.3%
-$4,638.48 
CORO iShares International Country Rotation Active ETF
-0.3%
-$745.71 
NVDA NVIDIA Corporation
-0.29%
-$43,367.57 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.29%
-$2,590.22 
TLH iShares 10-20 Year Treasury Bond ETF
-0.28%
-$4,036.48 
FJUL FT Vest US Equity Buffer ETF
-0.27%
-$890.17 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.26%
-$5,237.25 
ETN Eaton Corporation plc
-0.25%
-$3,123.8 
VNQ Vanguard Real Estate ETF
-0.25%
-$1,232.34 
LECO Lincoln Electric Holdings, Inc.
-0.24%
-$765.71 
THRO iShares U.S. Thematic Rotation Active ETF
-0.24%
-$690.69 
TT Trane Technologies plc
-0.23%
-$3,402.73 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.23%
-$30,202.05 
AVUV Avantis U.S. Small Cap Value ETF
-0.23%
-$5,491.08 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.23%
-$568.96 
VWO Vanguard FTSE Emerging Markets ETF
-0.23%
-$2,745.21 
IQSI NYLI Candriam International Equity ETF
-0.23%
-$2,762.33 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.23%
-$4,542.39 
FLBL Franklin Senior Loan ETF
-0.22%
-$1,206.4 
VWOB Vanguard Emerging Markets Government Bond ETF
-0.22%
-$12,473.72 
FJAN FT Vest U.S. Equity Buffer ETF - January
-0.21%
-$682.2 
WM Waste Management Inc.
-0.21%
-$1,031.52 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.2%
-$913.73 
SPEM SPDR Portfolio Emerging Markets ETF
-0.19%
-$11,483.89 
DHI D.R. Horton, Inc.
-0.18%
-$999.96 
INCE Franklin Income Equity Focus ETF
-0.17%
-$977.16 
NDAQ Nasdaq, Inc. Common Stock
-0.17%
-$1,503.42 
SYSB iShares Systematic Bond ETF
-0.16%
-$2,396.52 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
-0.16%
-$7,060.88 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.16%
-$616.59 
SPHY SPDR Portfolio High Yield Bond ETF
-0.16%
-$5,459.79 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.15%
-$1,428.66 
BIV Vanguard Intermediate-Term Bond ETF
-0.14%
-$13,573.4 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$13,083.09 
BINC iShares Flexible Income Active ETF
-0.11%
-$1,597.86 
EUSB iShares ESG Advanced Universal USD Bond ETF
-0.11%
-$16,503.3 
DE Deere & Company
-0.1%
-$702.5 
XLRE State Street Real Estate Select Sector SPDR ETF
-0.09%
-$2,078.68 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$4,809.08 
JMHI JPMorgan High Yield Municipal ETF
-0.08%
-$3,747.28 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$335.55 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
-0.07%
-$910.32 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$2,107.53 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.07%
-$227.33 
BSV Vanguard Short-Term Bond ETF
-0.06%
-$419.76 
PSQ ProShares Short QQQ
-0.06%
-$125.83 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$107.58 
DDFD Innovator Equity Dual Directional 15 Buffer ETF - December
-0.05%
-$112.62 
VGSH Vanguard Short-Term Treasury ETF
-0.05%
-$1,306.56 
PEN Penumbra Inc.
-0.05%
-$190.49 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$2,477.02 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$105.02 
BGRN iShares USD Green Bond ETF
-0.03%
-$1,617.8 
RS Reliance, Inc.
-0.02%
-$112.6 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$57.38 
CALI China Auto Logistics Inc.
-0.01%
-$38.56 
MBB iShares MBS ETF
-0.01%
-$589.65 Events
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Dividends
Dividend Analysis
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| Trades 2778 | Longs Won 1814/2778 65% | Profit Factor 2.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $293,485.88 |
| Average Win $66,207.78 | Best Trade (Oct 21) $11.24M | Sharpe Ratio -13.57 |
| Average Loss -$52,637.41 | Worst Trade (Oct 23) -$4.38M | Z-Score 2.95 (99.69%) |
| Commissions $0 | Avg. Trade Length 1y 3w 3d | Expectancy $24,967.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 16,646 | $264,627.14 | $198,670.01 | - | -$65,957.13 | -24.92% | -5.278% |
| AAPL Apple Inc. | 56,790 | $13.48M | $19.65M | - | $6.17M | 45.76% | -0.617% |
| ABBV AbbVie Inc. | 4,040 | $895,143.65 | $1.16M | - | $261,427.55 | 29.21% | +0.382% |
| ABT Abbott Laboratories | 2,486 | $311,472.11 | $257,189.13 | - | -$54,282.98 | -17.43% | +0.922% |
| ADBE Adobe Inc. | 1,065 | $403,486.86 | $282,438 | - | -$121,048.86 | -30% | -1.977% |
| ADP Automatic Data Processing Inc. | 1,468 | $346,307.58 | $447,637.24 | - | $101,329.66 | 29.26% | -0.977% |
| AEIS Advanced Energy Industries Inc. | 615 | $198,466.65 | $134,408.25 | - | -$64,058.4 | -32.28% | +0.882% |
| ALKS Alkermes plc | 5,235 | $251,646.45 | $229,659.45 | - | -$21,987 | -8.74% | -0.702% |
| ALLY Ally Financial Inc. | 5,226 | $236,511.1 | $202,899.45 | - | -$33,611.65 | -14.21% | -1.234% |
| ALV Autoliv Inc. | 1,853 | $215,255 | $213,873.26 | - | -$1,381.74 | -0.64% | -2.91% |
| AMAT Applied Materials Inc. | 9,461 | $4.88M | $3.59M | - | -$1.29M | -26.47% | +1.068% |
| AMD Advanced Micro Devices Inc. | 9,181 | $4.17M | $4.73M | - | $558,236.06 | 13.37% | +1.496% |
| AMGN Amgen Inc. Common Stock | 937 | $295,756.54 | $413,629.28 | - | $117,872.74 | 39.85% | -1.306% |
| AMZN Amazon.com Inc | 29,411 | $6.25M | $7.32M | - | $1.07M | 17.06% | -0.587% |
| ANET Arista Networks Inc. | 6,271 | $693,133.39 | $1.08M | - | $390,432.7 | 56.33% | +1.005% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 41,898 | $1.96M | $2.04M | - | $76,917.12 | 3.92% | -0.256% |
| AON Aon plc Class A | 805 | $266,941 | $243,593 | - | -$23,348 | -8.75% | -1.369% |
| APH Amphenol Corp. Class A Common Stock | 7,668 | $240,147.1 | $568,812.24 | - | $328,665.14 | 136.86% | +1.519% |
| ARKQ ARK Autonomous Technology & Robotics ETF | 5,090 | $672,948 | $569,672.8 | - | -$103,275.2 | -15.35% | +0.206% |
| ARM Arm Holdings plc ADR | 7,850 | $2.78M | $1.66M | - | -$1.13M | -40.45% | +0.49% |
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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, iShares National Muni Bond ETF - $1.77M, Vanguard Intermediate-Term Bond ETF - $1.68M, iShares ESG Advanced Universal USD Bond ETF - $1.61M, and Vanguard Total Stock Market ETF - $1.15M. 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 ETF - $695,134.76, Accenture plc - $314,202.58, lululemon athletica inc - $216,186.74, Elevance Health, Inc - $206,210.42, 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 $32.63M earned over time. The largest contributors to dividend income include Mechanics Bank - $10.34M, iShares National Muni Bond ETF - $1.92M, iShares ESG Advanced Universal USD Bond ETF - $1.59M, Vanguard Intermediate-Term Bond ETF - $1.41M, and Vanguard Total Stock Market ETF - $1.15M. 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.
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