GMP
G. Matthew Pirner Portfolio
Invests via Richmond Brothers Inc. | Managed by G. Matthew Pirner
Invests via Richmond Brothers Inc.
Managed by G. Matthew Pirner
Automatically Tracked
G. Matthew Pirner Profile
With a robust background in corporate strategy and business development, G. Matthew Pirner has established himself as a key figure in the realm of enterprise growth. His expertise spans multiple industries, enabling him to effectively lead teams toward achieving strategic objectives and driving innovation. Matthew's experience includes pivotal roles where he orchestrated comprehensive market analyses and shaped operational frameworks that have significantly contributed to company trajectories. He is known for his ability to forge strong partnerships and leverage synergies within organizations, making him an invaluable asset in navigating complex business environments.
With a robust background in corporate strategy and business development, G. Matthew Pirner has established himself as a key figure in the realm of enterprise growth. His expertise spans multiple industries, enabling him to effectively lead teams toward achieving strategic objectives and driving innovation. Matthew's experience includes pivotal roles where he orchestrated comprehensive market analyses and shaped operational frameworks that have significantly contributed to company trajectories. He is known for his ability to forge strong partnerships and leverage synergies within organizations, making him an invaluable asset in navigating complex business environments.
Investment Philosophy & Strategy
Opportunities often arise from strategic foresight and operational adeptness. G. Matthew Pirner’s leadership background highlights a propensity for capitalizing on growth vectors across various sectors. His investment acumen is underscored by a deep understanding of market dynamics, which drives his decisions in business ventures and partnerships. By emphasizing collaborative synergies, he effectively positions himself to navigate competitive landscapes with agility and insight. This approach allows for the identification of untapped potential within industries, making every engagement an opportunity for innovation and profitability.
Opportunities often arise from strategic foresight and operational adeptness. G. Matthew Pirner’s leadership background highlights a propensity for capitalizing on growth vectors across various sectors. His investment acumen is underscored by a deep understanding of market dynamics, which drives his decisions in business ventures and partnerships. By emphasizing collaborative synergies, he effectively positions himself to navigate competitive landscapes with agility and insight. This approach allows for the identification of untapped potential within industries, making every engagement an opportunity for innovation and profitability.
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:
35.1%
Gain -0.39%
Monthly
0.19%
Yearly
2.35%
Drawdown
19.01%
$191.78M
Equity
Holdings
$191.78M
Investment
$175.75M
$21.29M
Profit -$711,061.87
Realized
$5.27M
Unrealized
$16.03M
Dividends
$8.65M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.39%
Profit
-$711,061.87
Win %
57%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$357,673.51
Win %
57%
This Month
Compared to last month
Gain
0.39%
Profit
$748,508.65
Win %
57%
This Year
Compared to last year
Gain
1.3%
Profit
$2.5M
Win %
63%
OPTT Ocean Power Technologies, Inc.
+10.81%
+$27.44 
MU Micron Technology Inc.
+3.32%
+$51,564.15 
VDE Vanguard Energy ETF
+2.6%
+$105,856.74 
CVX Chevron Corporation
+2.4%
+$18,938.75 
XOM ExxonMobil Holdings Corporation
+2.25%
+$39,688.28 
RMTI Rockwell Medical Inc.
+1.98%
+$428.55 
AMD Advanced Micro Devices Inc.
+1.85%
+$17,822.49 
STLD Steel Dynamics, Inc.
+1.84%
+$6,744.94 
ORCL Oracle Corporation
+1.54%
+$11,407.2 
CSCO Cisco Systems, Inc.
+1.38%
+$22,618.55 
AMAT Applied Materials Inc.
+1.21%
+$12,148.53 
ANET Arista Networks Inc.
+1.02%
+$10,995.06 
MSFT Microsoft Corporation Common Stock
+0.66%
+$54,409.55 
VGT Vanguard Information Technology ETF
+0.65%
+$24,905.65 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
+0.62%
+$12,928.17 
TQQQ ProShares UltraPro QQQ
+0.44%
+$6,386.45 
AVGO Broadcom Inc.
+0.43%
+$7,587.43 
IBM International Business Machines Corporation
+0.42%
+$4,954.44 
WTS Watts Water Technologies, Inc. Class A Common Stock
+0.42%
+$4,769.82 
QLD ProShares Ultra QQQ
+0.35%
+$2,167.8 
ABBV AbbVie Inc.
+0.33%
+$3,618.55 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$59,719.56 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.04%
+$435.54 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$261.62 
BILZ PIMCO Ultra Short Government Active ETF
+0.03%
+$313.83 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$48.99 QBER
QBER
0%
$0 ONEZ
ONEZ
0%
$0 
ACN Accenture plc
-4.4%
-$62,519.66 
ALVO Alvotech SA
-3.55%
-$7,621.1 
VRSK Verisk Analytics, Inc.
-3.38%
-$30,688.29 
GGG Graco Inc.
-3.29%
-$33,896.76 
PG The Procter & Gamble Company
-2.64%
-$32,215.64 
INTU Intuit Inc.
-2.51%
-$42,179.89 
HRTX Heron Therapeutics, Inc.
-2.37%
-$12,725.48 
BMY Bristol-Myers Squibb Company
-2.27%
-$13,959.66 
CNTB Connect Biopharma Holdings Limited
-2.03%
-$8,301.99 
VDC Vanguard Consumer Staples ETF
-1.97%
-$60,859.2 
MCD McDonald's Corporation
-1.88%
-$37,824.25 
MS Morgan Stanley Common Stock
-1.87%
-$11,564.4 
MA Mastercard Inc. Class A Common Stock
-1.83%
-$39,635.89 
WMT Walmart Inc.
-1.58%
-$14,072.88 
JNJ Johnson & Johnson
-1.56%
-$28,960.58 
VCR Vanguard Consumer Discretionary ETF
-1.51%
-$41,092.35 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-1.49%
-$39,251.52 
JPM JPMorgan Chase & Co.
-1.47%
-$17,122.08 
COLM Columbia Sportswear Company
-1.44%
-$5,127.45 
MDXG MiMedx Group, Inc.
-1.4%
-$5,795.07 
C Citigroup Inc.
-1.38%
-$10,812.62 
AMGN Amgen Inc. Common Stock
-1.33%
-$19,685.16 
V Visa Inc. Class A
-1.27%
-$19,187.52 
UNH UnitedHealth Group Inc.
-1.25%
-$12,235.79 
VFH Vanguard Financials Index Fund ETF Shares
-1.22%
-$36,356.88 
CRM Salesforce, Inc.
-1.18%
-$12,927.14 
FHLC Fidelity MSCI Health Care Index ETF
-1.11%
-$33,104.32 
VHT Vanguard Health Care ETF
-1.07%
-$37,908.61 
PM Philip Morris International Inc.
-1.03%
-$14,459.54 
FIDU Fidelity MSCI Industrials Index ETF
-1%
-$22,396.69 
BRK-B Berkshire Hathaway Inc.
-1%
-$36,299.88 
VIS Vanguard Industrials ETF
-0.96%
-$29,672.82 
FUTY Fidelity MSCI Utilities Index ETF
-0.94%
-$21,786.44 
VPU Vanguard Utilities ETF
-0.94%
-$27,401.52 
SSO ProShares Ultra S&P 500
-0.89%
-$5,539.08 
VOX Vanguard Communication Services ETF
-0.87%
-$25,940.85 
WFC Wells Fargo & Company
-0.84%
-$10,542.03 
BAC Bank of America Corporation
-0.83%
-$4,297.2 
ATR AptarGroup Inc.
-0.7%
-$3,495.09 
VAW Vanguard Materials Index Fund ETF Shares
-0.66%
-$20,299.76 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.64%
-$2,529.29 
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF
-0.58%
-$14,672.1 
FMAT Fidelity MSCI Materials Index ETF
-0.57%
-$9,765.69 
EDV Vanguard Extended Duration Treasury ETF
-0.56%
-$5,246.01 
AAPL Apple Inc.
-0.55%
-$60,052.3 
GOOGL Alphabet Inc
-0.55%
-$13,145.76 
NVG Nuveen AMT-Free Municipal Credit Income Fund
-0.55%
-$756.6 
AMZN Amazon.com Inc
-0.54%
-$18,662.4 
META Meta Platforms Inc Class A
-0.53%
-$13,950.31 
GOOG Alphabet Inc
-0.44%
-$1,017.79 
SIXD AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
-0.41%
-$14,401.56 
IVV iShares Core S&P 500 ETF
-0.41%
-$4,187.91 
BLV Vanguard Long-Term Bond ETF
-0.34%
-$7,317.68 
VNQ Vanguard Real Estate ETF
-0.33%
-$8,664.72 
GOF Guggenheim Strategic Opportunities Fund
-0.32%
-$6,747.22 
DECT AllianzIM U.S. Equity Buffer10 Dec ETF
-0.29%
-$7,135.53 
CMCSA Comcast Corp. Class A Common Stock
-0.26%
-$2,301.18 
SEPZ TrueShares Structured Outcome (September) ETF
-0.26%
-$2,371.56 
MAYT AllianzIM U.S. Equity Buffer10 May ETF
-0.25%
-$7,970.8 
JUNT AllianzIM U.S. Equity Buffer10 Jun ETF
-0.24%
-$4,953.98 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.22%
-$1,282.6 
FEBT AllianzIM U.S. Equity Buffer10 Feb ETF
-0.19%
-$3,171.23 
NVDA NVIDIA Corporation
-0.17%
-$11,331.72 
LEN Lennar Corp. Class A Common Stock
-0.17%
-$1,713.18 
BIV Vanguard Intermediate-Term Bond ETF
-0.15%
-$3,473.92 
AVIG Avantis Core Fixed Income ETF
-0.15%
-$515.99 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.06%
-$526.2 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$513.21 Events
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Dividends
Dividend Analysis
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No Data
| Trades 535 | Longs Won 275/535 51% | Profit Factor 1.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $480,129.38 |
| Average Win $200,088.7 | Best Trade (Oct 21) $5.11M | Sharpe Ratio -6.83 |
| Average Loss -$129,736.65 | Worst Trade (Dec 31) -$3.6M | Z-Score -0.33 (25.73%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 6d | Expectancy $39,799.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 1,479 | 1,331 | 1,183 | 1,036 | 888 | 740 | 592 | 444 | 296 | 148 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,196 | $7.73M | $10.8M | - | $3.07M | 39.72% | -0.553% |
| ABBV AbbVie Inc. | 3,809 | $958,496.76 | $1.09M | - | $131,410.5 | 13.71% | +0.333% |
| ACN Accenture plc | 5,489 | $683,051.16 | $1.36M | - | $674,652.99 | 98.77% | -4.402% |
| ALVO Alvotech SA | 44,830 | $275,690.08 | $207,114.6 | - | -$68,575.48 | -24.87% | -3.549% |
| AMAT Applied Materials Inc. | 2,670 | $1.93M | $1.01M | - | -$915,462.9 | -47.42% | +1.211% |
| AMD Advanced Micro Devices Inc. | 1,895 | $1.1M | $980,349.82 | - | -$120,474.57 | -10.94% | +1.852% |
| AMGN Amgen Inc. Common Stock | 3,314 | $1.2M | $1.46M | - | $262,535.08 | 21.88% | -1.328% |
| AMZN Amazon.com Inc | 13,824 | $3.27M | $3.44M | - | $168,452.42 | 5.14% | -0.539% |
| ANET Arista Networks Inc. | 6,319 | $1.07M | $1.09M | - | $18,514.67 | 1.72% | +1.017% |
| ATR AptarGroup Inc. | 3,883 | $486,151.6 | $493,917.21 | - | $7,765.61 | 1.6% | -0.703% |
| AVGO Broadcom Inc. | 5,398 | $2.04M | $1.75M | - | -$286,657.55 | -14.06% | +0.435% |
| AVIG Avantis Core Fixed Income ETF | 8,600 | $356,126 | $343,914 | - | -$12,212 | -3.43% | -0.15% |
| BAC Bank of America Corporation | 10,111 | $576,124.78 | $512,172.7 | - | -$63,952.08 | -11.1% | -0.832% |
| BILZ PIMCO Ultra Short Government Active ETF | 10,897 | $1.1M | $1.1M | - | -$448.96 | -0.04% | +0.029% |
| BIV Vanguard Intermediate-Term Bond ETF | 30,208 | $2.31M | $2.23M | - | -$78,993.92 | -3.42% | -0.155% |
| BLV Vanguard Long-Term Bond ETF | 32,523 | $2.3M | $2.11M | - | -$190,422.17 | -8.26% | -0.345% |
| BMY Bristol-Myers Squibb Company | 9,762 | $562,486.44 | $601,046.34 | - | $38,559.9 | 6.86% | -2.27% |
| BRK-B Berkshire Hathaway Inc. | 6,612 | $2.18M | $3.58M | - | $1.4M | 64.54% | -1.004% |
| BSV Vanguard Short-Term Bond ETF | 17,107 | $1.34M | $1.31M | - | -$25,232.83 | -1.88% | -0.039% |
| C Citigroup Inc. | 6,398 | $895,464.14 | $773,006.36 | - | -$122,457.78 | -13.68% | -1.379% |
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FAQ
Which stocks have generated the highest profits for G. Matthew Pirner?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $4.23M, Guggenheim Strategic Opportunities Fund - $2.26M, Berkshire Hathaway Inc - $1.96M, Vanguard Information Technology ETF - $1.88M, and Vanguard Industrials ETF - $1.65M. 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: ARK Innovation ETF - $3.16M, iShares Biotechnology ETF - $1.4M, Invesco Dynamic Leisure and Entertainment ETF - $1.33M, Nuveen AMT-Free Municipal Credit Income Fund - $1.2M, and Air Industries Group - $594,700.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does G. Matthew Pirner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.65M earned over time. The largest contributors to dividend income include Guggenheim Strategic Opportunities Fund - $2.7M, Invesco QQQ Trust, Series 1 - $866,286.21, Vanguard Intermediate-Term Bond ETF - $510,288.34, Vanguard Real Estate ETF - $391,495.66, and Vanguard Utilities ETF - $390,978.86. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are G. Matthew Pirner's monthly returns?
G. Matthew Pirner'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 G. Matthew Pirner's strategy be considered aggressive or moderate?
G. Matthew Pirner's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow G. Matthew Pirner's strategy?
G. Matthew Pirner's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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