Brian Matter Portfolio
Invests via Creative Capital Management Investments LLC | Managed by Brian Matter, Matt Showley, Kim Benson, Tina Vieregg, Alana Hall
Invests via Creative Capital Management Investments LLC
Managed by Brian Matter, Matt Showley, Kim Benson, Tina Vieregg, Alana Hall
Automatically Tracked
Brian Matter Profile
Brian Matter is a seasoned executive with a strong background in the technology sector, recognized for his strategic leadership and market impact. His career includes significant roles where he has driven innovation and operational efficiency, contributing to substantial revenue growth. He is well-regarded for fostering partnerships that enhance product development and expand market reach. Brian’s experience as an entrepreneur informs his approach to organizational scaling, ensuring sustainable development while navigating complex competitive landscapes. With a proven ability to lead cross-functional teams toward shared goals, he plays a crucial role in shaping the future trajectory of ventures within which he operates.
Brian Matter is a seasoned executive with a strong background in the technology sector, recognized for his strategic leadership and market impact. His career includes significant roles where he has driven innovation and operational efficiency, contributing to substantial revenue growth. He is well-regarded for fostering partnerships that enhance product development and expand market reach. Brian’s experience as an entrepreneur informs his approach to organizational scaling, ensuring sustainable development while navigating complex competitive landscapes. With a proven ability to lead cross-functional teams toward shared goals, he plays a crucial role in shaping the future trajectory of ventures within which he operates.
Investment Philosophy & Strategy
Innovation within the technology sector is a catalyst for disruption, and Brian Matter epitomizes this forward-thinking mindset. With an entrepreneurial background that marries strategic foresight and operational prowess, he adeptly navigates competitive environments to unlock growth opportunities. His focus lies in leveraging cutting-edge developments to enhance scalability while driving sustainable results. By emphasizing partnership-building and fostering collaborative ecosystems, his approach elevates both product offerings and market presence. This unique blend of visionary leadership underpins decision-making processes that prioritize not just immediate gains but also long-term value creation.
Innovation within the technology sector is a catalyst for disruption, and Brian Matter epitomizes this forward-thinking mindset. With an entrepreneurial background that marries strategic foresight and operational prowess, he adeptly navigates competitive environments to unlock growth opportunities. His focus lies in leveraging cutting-edge developments to enhance scalability while driving sustainable results. By emphasizing partnership-building and fostering collaborative ecosystems, his approach elevates both product offerings and market presence. This unique blend of visionary leadership underpins decision-making processes that prioritize not just immediate gains but also long-term value creation.
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:
72.37%
Gain -0.15%
Monthly
1.57%
Yearly
20.59%
Drawdown
21.63%
$376.65M
Equity
Holdings
$376.65M
Investment
$278.88M
$104.05M
Profit -$286,448.42
Realized
$6.28M
Unrealized
$97.77M
Dividends
$19.68M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$286,448.42
Win %
77%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$2.74M
Win %
77%
This Month
Compared to last month
Gain
-0.67%
Profit
-$2.53M
Win %
77%
This Year
Compared to last year
Gain
8.05%
Profit
$28.06M
Win %
77%
CLF Cleveland-Cliffs Inc.
+8.85%
+$24.25 
ADBE Adobe Inc.
+6.1%
+$219.98 
ACN Accenture plc Class A
+5.95%
+$676.5 
TMUS T-Mobile US, Inc.
+5.67%
+$812.28 
T AT&T Inc.
+5.1%
+$544.05 
DAL Delta Air Lines, Inc.
+3.77%
+$871.38 
IBM International Business Machines Corporation
+3.65%
+$746.46 
SYK Stryker Corporation
+3.54%
+$1,116.72 
AAPL Apple Inc.
+3.53%
+$258,553.6 
DHI D.R. Horton, Inc.
+3.27%
+$2,088 
PGR Progressive Corporation
+3.27%
+$216.32 
DE Deere & Company
+2.97%
+$816.3 
ADP Automatic Data Processing Inc.
+2.97%
+$3,857.35 
LOW Lowe's Companies Inc.
+2.83%
+$3,838.12 
PAYX Paychex Inc.
+2.61%
+$202.3 
HD The Home Depot, Inc.
+2.55%
+$9,543.6 
LMT Lockheed Martin Corporation
+2.46%
+$56.04 
AKRE Akre Focus ETF
+2.34%
+$595 
ABT Abbott Laboratories
+2.29%
+$1,903.44 
KMB Kimberly-Clark Corporation
+2.23%
+$59.75 
ITW Illinois Tool Works Inc.
+2.21%
+$629.33 
ADSK Autodesk, Inc.
+2.19%
+$215.52 
DIS The Walt Disney Company
+2.18%
+$1,757.4 
VNQ Vanguard Real Estate ETF
+2.15%
+$1,433.12 
ALL Allstate Corporation
+2.14%
+$490.5 
SCHH Schwab U.S. REIT ETF
+2.14%
+$8.32 
EMR Emerson Electric Co.
+2.1%
+$30.4 
SPG Simon Property Group, Inc.
+2.03%
+$187.78 
WELL Welltower Inc.
+2.03%
+$125.5 
MCK McKesson Corporation
+1.99%
+$1,279.98 
PFG Principal Financial Group, Inc.
+1.94%
+$486.72 
XLB Materials Select Sector SPDR Fund
+1.93%
+$182.36 
RJF Raymond James Financial Inc.
+1.9%
+$233.84 
ZBH Zimmer Biomet Holdings, Inc.
+1.9%
+$430.1 
VOYA Voya Financial Inc.
+1.86%
+$342 
REET iShares Global REIT ETF
+1.8%
+$936.36 
MMM 3M Company
+1.79%
+$993.84 
BLK BlackRock, Inc.
+1.78%
+$166.59 
MA Mastercard Incorporated
+1.77%
+$674.64 
AVRE Avantis Real Estate ETF
+1.75%
+$480.25 
NFLX Netflix, Inc.
+1.74%
+$72 
RTX RTX Corporation
+1.74%
+$22,651.14 
TGT Target Corporation
+1.71%
+$142.6 
AMP Ameriprise Financial, Inc.
+1.69%
+$492.24 
ISRG Intuitive Surgical, Inc.
+1.65%
+$4,274.41 
OTIS Otis Worldwide Corporation
+1.64%
+$27.84 
DFGR Dimensional Global Real Estate ETF
+1.62%
+$431,340.48 
JNJ Johnson & Johnson
+1.59%
+$1,065.54 
SYF Synchrony Financial
+1.57%
+$459.91 
F Ford Motor Company
+1.55%
+$38.5 
BSX Boston Scientific Corporation
+1.54%
+$147.4 
SPGI S&P Global Inc.
+1.52%
+$275.2 
HCA HCA Healthcare Inc.
+1.51%
+$73.97 
SCHD Schwab U.S. Dividend Equity ETF
+1.49%
+$98.49 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
+1.47%
+$244.66 
O Realty Income Corporation
+1.36%
+$462 
GE General Electric Company
+1.35%
+$3,003.56 
DVY iShares Select Dividend ETF
+1.31%
+$422 
EWG iShares MSCI Germany ETF
+1.31%
+$185.5 
GD General Dynamics Corporation
+1.3%
+$19.84 
TXRH Texas Roadhouse Inc.
+1.26%
+$60.25 
MO Altria Group, Inc.
+1.26%
+$455 
PEP PepsiCo, Inc.
+1.25%
+$336.31 
CSCO Cisco Systems, Inc.
+1.25%
+$592.2 
TSN Tyson Foods Inc.
+1.23%
+$35 
AMGN Amgen Inc.
+1.22%
+$2,855.67 
GRMN Garmin Ltd.
+1.22%
+$1,172 
APD Air Products and Chemicals, Inc.
+1.22%
+$85.92 
V Visa Inc. Class A
+1.18%
+$1,341.35 
HRL Hormel Foods Corporation
+1.16%
+$14.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.14%
+$313.6 
XEL Xcel Energy Inc.
+1.11%
+$1,945.8 
XLP Consumer Staples Select Sector SPDR Fund
+1.11%
+$260.36 
SNOW Snowflake Inc.
+1.1%
+$14.65 
TFC Truist Financial Corporation
+1.09%
+$21.84 
EEA The European Equity Fund, Inc.
+1.02%
+$18.7 
USB U.S. Bancorp
+1.01%
+$2,605.44 
WMT Walmart Inc.
+0.99%
+$2,864.39 
UNP Union Pacific Corporation
+0.98%
+$385.71 
COST Costco Wholesale Corporation
+0.97%
+$5,130.86 
PKW Invesco BuyBack Achievers ETF
+0.95%
+$393.03 
ABBV AbbVie Inc.
+0.95%
+$3,564.81 
JPM JPMorgan Chase & Co.
+0.95%
+$2,197.84 
BMY Bristol-Myers Squibb Company
+0.94%
+$1,813.66 
IYF iShares U.S. Financials ETF
+0.92%
+$132.98 
DFAT Dimensional US Targeted Value ETF
+0.92%
+$227.84 
VRTX Vertex Pharmaceuticals Incorporated
+0.9%
+$102.48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$5.04 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$12,735.18 
DOC Healthpeak Properties, Inc.
+0.86%
+$39.9 
DXJ WisdomTree Japan Hedged Equity Fund
+0.86%
+$1,245.75 
XLF Financial Select Sector SPDR Fund
+0.86%
+$17.76 
LLY Eli Lilly and Company
+0.86%
+$528.32 
FXH First Trust Health Care AlphaDEX Fund
+0.84%
+$359.47 
IWD iShares Russell 1000 Value ETF
+0.84%
+$1,635.66 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$5,960.88 
DGRO iShares Core Dividend Growth ETF
+0.83%
+$70.4 
LUV Southwest Airlines Co.
+0.83%
+$27.75 
VONV Vanguard Russell 1000 Value Index Fund
+0.82%
+$17.8 
INDA ISHARES MSCI INDIA ETF
+0.82%
+$73.32 
DWM WisdomTree International Equity Fund
+0.81%
+$318.17 
BHF Brighthouse Financial Inc.
+0.8%
+$8 
CSX CSX Corporation
+0.8%
+$142.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$1,056.01 
ONL Orion Office REIT Inc.
+0.78%
+$0.44 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$86.5 
VYMI Vanguard International High Dividend Yield Index Fund
+0.66%
+$1,508.84 
RF Regions Financial Corporation
+0.65%
+$376.6 
PB Prosperity Bancshares Inc.
+0.65%
+$3.76 
GOOGL Alphabet Inc
+0.65%
+$4,788.78 
WM Waste Management, Inc.
+0.62%
+$22.2 
EVRG Evergy Inc.
+0.61%
+$795.53 
TTWO Take-Two Interactive Software, Inc.
+0.61%
+$904.39 
DFAI Dimensional International Core Equity Market ETF
+0.61%
+$36.5 
PNW Pinnacle West Capital Corporation
+0.6%
+$315 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$429.8 
AVDV Avantis International Small Cap Value ETF
+0.59%
+$128.1 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$287.85 
AZN AstraZeneca PLC American Depositary Shares
+0.59%
+$6.93 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.58%
+$1.82 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.56%
+$190.5 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.56%
+$182.97 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.54%
+$23.97 
VCR Vanguard Consumer Discretionary ETF
+0.54%
+$11.88 
VTV Vanguard Value ETF
+0.53%
+$756.32 
FNDC Schwab Fundamental International Small Company Index ETF
+0.53%
+$2.81 
PRF Invesco FTSE RAFI US 1000 ETF
+0.52%
+$37,626.4 
EFA iShares MSCI EAFE ETF
+0.5%
+$1,578.45 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.48%
+$105 
TJX The TJX Companies, Inc.
+0.48%
+$416.62 
FMDE Fidelity Enhanced Mid Cap ETF
+0.47%
+$135.09 
IWR iShares Russell Mid-Cap ETF
+0.47%
+$1,207.68 
AVDE Avantis International Equity ETF
+0.46%
+$676.09 
FITB Fifth Third Bancorp
+0.46%
+$30.94 
MRK Merck & Co., Inc.
+0.45%
+$656.68 
AEE Ameren Corporation
+0.45%
+$1,036.83 
CVNA Carvana Co.
+0.45%
+$13.5 
HAUZ Xtrackers International Real Estate ETF
+0.44%
+$0.1 
SCHC Schwab International Small-Cap Equity ETF
+0.44%
+$3.78 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.44%
+$4.14 
EWC iShares MSCI Canada ETF
+0.42%
+$31.25 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$1,492.16 
AVLV Avantis U.S. Large Cap Value ETF
+0.41%
+$1,092.5 
XLE Energy Select Sector SPDR Fund
+0.4%
+$35.52 
DFSU Dimensional US Sustainability Core 1 ETF
+0.4%
+$7,956.52 
DFSI Dimensional International Sustainability Core 1 ETF
+0.39%
+$8,125.82 
AVUV Avantis U.S. Small Cap Value ETF
+0.36%
+$134,945.55 
TM Toyota Motor Corporation
+0.35%
+$24.18 
PG Procter & Gamble Co
+0.3%
+$400.4 
VO Vanguard Mid-Cap ETF
+0.29%
+$31.28 
TT Trane Technologies plc
+0.27%
+$65.28 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.26%
+$0.96 
DFAS Dimensional U.S. Small Cap ETF
+0.25%
+$68.6 
MBB iShares MBS ETF
+0.25%
+$0.69 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.24%
+$8.1 
GOOG Alphabet Inc
+0.24%
+$150 
C Citigroup Inc.
+0.23%
+$110.05 
IGF iShares Global Infrastructure ETF
+0.22%
+$19.95 
FCT First Trust Senior Floating Rate Income Fund II
+0.21%
+$5 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.2%
+$7 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.2%
+$146,159.01 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$513.3 
SMBS Schwab Mortgage-Backed Securities ETF
+0.2%
+$32.75 
VB Vanguard Small-Cap ETF
+0.19%
+$85.5 
CVX Chevron Corporation
+0.19%
+$486.17 
MXF Mexico Fund, Inc.
+0.19%
+$4.32 
LHX L3Harris Technologies, Inc.
+0.18%
+$653.38 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.18%
+$110.28 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.15%
+$25.95 
WFC Wells Fargo & Company
+0.14%
+$242.88 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$445.92 
DFNM Dimensional National Municipal Bond ETF
+0.12%
+$396.38 
ESGU iShares ESG Aware MSCI USA ETF
+0.11%
+$27.72 
HPE Hewlett Packard Enterprise Company
+0.1%
+$8.3 
IAU iShares Gold Trust
+0.1%
+$3.2 
SCHX Schwab U.S. Large-Cap ETF
+0.1%
+$4.83 
GLD SPDR Gold Shares
+0.1%
+$144.78 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$627.75 
GLDM SPDR Gold MiniShares Trust
+0.1%
+$0.32 
IVV iShares Core S&P 500 ETF
+0.1%
+$95.46 
CMF iShares California Muni Bond ETF
+0.1%
+$1,405.09 
DFCF Dimensional Core Fixed Income ETF
+0.1%
+$54,995.64 
BWA BorgWarner Inc.
+0.09%
+$3 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$1.17 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$51.59 
FBND Fidelity Total Bond ETF
+0.09%
+$49.64 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.09%
+$1,145.05 
VOO Vanguard S&P 500 ETF
+0.08%
+$47.7 
PYLD PIMCO Multisector Bond Active ETF
+0.08%
+$17,732.28 
SCHP Schwab U.S. TIPS ETF
+0.08%
+$0.48 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.08%
+$56.83 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.07%
+$9.02 
IWV ISHARES RUSSELL 3000 ETF
+0.06%
+$8.37 
JCI Johnson Controls International plc
+0.06%
+$18.08 
AVUS Avantis U.S. Equity ETF
+0.06%
+$152.95 
AVGE FRCL 3 2022Q3 Hb Float
+0.05%
+$341.25 
COP ConocoPhillips
+0.05%
+$12 
IWB iShares Russell 1000 ETF
+0.05%
+$96.39 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.05%
+$2.72 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.05%
+$16.25 
AVNS Avanos Medical Inc.
+0.04%
+$0.28 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$0.16 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$477.4 
SBUX Starbucks Corporation
+0.04%
+$16.36 
DSI iShares MSCI KLD 400 Social ETF
+0.04%
+$90.91 
VDE Vanguard Energy ETF
+0.04%
+$11.16 
SCHB Schwab U.S. Broad Market ETF
+0.04%
+$130.53 
SPBO SPDR Portfolio Corporate Bond ETF
+0.04%
+$13.33 
XOM Exxon Mobil Corporation
+0.03%
+$185.95 
MSFT Microsoft Corp.
+0.03%
+$501.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$531.25 
ILCB iShares Morningstar U.S. Equity ETF
+0.02%
+$19.2 
CW Curtiss-Wright Corporation
+0.02%
+$47.99 
PHIN Phinia Inc.
+0.01%
+$0.1 
AACIU Armada Acquisition Corp. III
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
SCHI Schwab 5-10 Year Corporate Bond ETF
0%
$0 
INTC Intel Corporation
-7.89%
-$6,082.79 
MU Micron Technology, Inc.
-6.99%
-$27,011.4 
STX Seagate Technology Holdings plc
-6.75%
-$370.02 
HOOD Robinhood Markets, Inc.
-6.57%
-$1,674.17 
ABTC Gryphon Digital Mining, Inc
-6.31%
-$64.77 
GLW Corning Incorporated
-6.03%
-$2,823 
DOCN DigitalOcean Holdings Inc.
-5.8%
-$266.35 
AXP American Express Company
-4.3%
-$7,364.33 
ORCL Oracle Corporation
-4.21%
-$4,070.3 
KLAC KLA Corporation
-3.75%
-$2,134.6 
GRAL Grail, Inc.
-3.58%
-$30.24 
AMD Advanced Micro Devices, Inc.
-3.29%
-$3,264.16 
AEF abrdn Emerging Markets Equity Income Fund, Inc.
-3.05%
-$57.51 
APH Amphenol Corporation
-3.02%
-$1,523.2 
NLOP Net Lease Office Properties.
-2.83%
-$62.37 
AVGO Broadcom Inc.
-2.69%
-$5,570.39 
ETN Eaton Corporation plc
-2.66%
-$1,139.18 
QCOM QUALCOMM Incorporated
-2.42%
-$20,165.94 
GEHC GE HealthCare Technologies Inc.
-2.27%
-$2.82 
ADI Analog Devices, Inc.
-2.19%
-$483.72 
TSLA Tesla, Inc.
-2.08%
-$8,245.08 
EEM iShares MSCI Emerging Markets ETF
-1.97%
-$762 
XXI Twenty One Capital, Inc. - Class A
-1.95%
-$17.28 
PFE Pfizer Inc.
-1.88%
-$2,638.58 
AVEM Avantis Emerging Markets Equity ETF
-1.84%
-$19,644.21 
META Meta Platforms Inc Class A
-1.8%
-$2,509.29 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$1,243.2 
DFAE Dimensional Emerging Core Equity Market ETF
-1.68%
-$379,450.88 
GEV GE Vernova Inc.
-1.59%
-$937.08 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.54%
-$10,905.99 
FV First Trust Dorsey Wright Focus 5 ETF
-1.49%
-$1,514.1 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$3,883.27 
XRPR REX-Osprey XRP ETF
-1.43%
-$11.65 
ILMN Illumina, Inc.
-1.41%
-$207.75 
IGM iShares Expanded Tech Sector ETF
-1.4%
-$544.32 
XRPC Canary XRP ETF
-1.37%
-$7.84 
SNAP Snap Inc.
-1.36%
-$23.34 
HON Honeywell International Inc.
-1.27%
-$469.56 
GS The Goldman Sachs Group, Inc.
-1.25%
-$1,079.2 
PBR Petrobras S.A. Sponsored ADR
-1.21%
-$23 
GILD Gilead Sciences Inc.
-1.18%
-$6,069.8 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$3,312.74 
ABEV Ambev S.A.
-0.97%
-$1.5 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$85.47 
VGT Vanguard Information Technology ETF
-0.95%
-$383.68 
NVDA NVIDIA Corporation
-0.92%
-$30,391.52 
VLO Valero Energy Corporation
-0.9%
-$1,004.64 
SU Suncor Energy Inc.
-0.9%
-$154.2 
IBIT iShares Bitcoin Trust
-0.83%
-$9.15 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
-0.8%
-$0.96 
VONG Vanguard Russell 1000 Growth Fund
-0.79%
-$1,259.06 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$4,053.28 
BNY BlackRock New York Municipal Income Trust
-0.75%
-$43.2 
ILCG iShares Morningstar Growth ETF
-0.75%
-$845.88 
NVS Novartis AG Sponsored ADR
-0.72%
-$66.67 
TMO Thermo Fisher Scientific Inc.
-0.71%
-$357.28 
UNH UnitedHealth Group Incorporated
-0.67%
-$411.72 
AMZN Amazon.com Inc
-0.66%
-$13,779.5 
CAT Caterpillar Inc.
-0.65%
-$1,620.99 
SPEM SPDR Portfolio Emerging Markets ETF
-0.63%
-$36.16 
MHD BlackRock MuniHoldings Fund Inc.
-0.61%
-$3.22 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.6%
-$72.45 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$152 
SOLS Sollensys Corp
-0.56%
-$5.1 
SCHM Schwab U.S. Mid-Cap ETF
-0.54%
-$254.03 
OXY Occidental Petroleum Corporation
-0.52%
-$39 
VWO Vanguard FTSE Emerging Markets ETF
-0.52%
-$71.4 
SRE Sempra
-0.49%
-$478.4 
BANC Banc of California Inc.
-0.47%
-$12.5 
CEG Constellation Energy Corporation
-0.45%
-$78.75 
IBB iShares Biotechnology ETF
-0.44%
-$57.12 
NUV Nuveen Municipal Value Fund, Inc.
-0.44%
-$36.84 
SCHE Schwab Emerging Markets Equity ETF
-0.42%
-$7.5 
CARR Carrier Global Corporation
-0.39%
-$498.42 
AMRN Amarin Corporation plc Sponsored ADR
-0.37%
-$0.45 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.36%
-$106.68 
VUG Vanguard Growth ETF
-0.36%
-$505.8 
SPHQ Invesco S&P 500 Quality ETF
-0.33%
-$327.6 
MS Morgan Stanley
-0.33%
-$50.4 
IWM iShares Russell 2000 ETF
-0.32%
-$741.51 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.3%
-$236,611.55 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.29%
-$36.6 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.28%
-$0.08 
VALE Vale S.A.
-0.27%
-$5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$486.42 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.26%
-$602.16 
SIRI Sirius XM Holdings Inc.
-0.23%
-$0.35 
VEU Vanguard FTSE All-World ex-US ETF
-0.23%
-$17.67 
VTRS Viatris Inc.
-0.23%
-$0.12 
HBAN Huntington Bancshares Incorporated
-0.23%
-$24.16 
KTF DWS Municipal Income Trust
-0.23%
-$3 
FDX FedEx Corporation
-0.21%
-$13.2 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.18%
-$7.7 
PHDG Invesco S&P 500 Downside Hedged ETF
-0.17%
-$0.28 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.16%
-$73.71 
SCHF Schwab International Equity ETF
-0.15%
-$26.76 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.12%
-$10.44 
SCYB Schwab High Yield Bond ETF
-0.12%
-$0.57 
PSX Phillips 66
-0.1%
-$21 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$166.88 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.08%
-$18.36 
CMI Cummins Inc.
-0.06%
-$3.8 
ASGI abrdn Global Infrastructure Fund
-0.04%
-$0.29 
HYBB iShares BB Rated Corporate Bond ETF
-0.02%
-$0.04 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$25.5 
NEE NextEra Energy, Inc.
-0.01%
-$1.44 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1505 | Longs Won 930/1505 61% | Profit Factor 45.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $579,385 |
| Average Win $114,502.17 | Best Trade (Jul 25) $12.8M | Sharpe Ratio -9.4 |
| Average Loss -$4,042.65 | Worst Trade (Jul 25) -$176,246.72 | Z-Score 5.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 5d | Expectancy $69,137.25 |
| 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 | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Brian Matter?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Core Fixed Income ETF - $5.22M, Dimensional World ex U.S. Core Equity 2 ETF - $4.5M, Apple Inc - $2.76M, Avantis U.S. Small Cap Value ETF - $1.69M, and Dimensional U.S. Core Equity 2 ETF - $1.62M. 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: Leidos Holdings Inc - $153,776.34, RTX Corporation - $47,188.7, Science Applications International Corporation Common Stock - $34,630.05, PacWest Bancorp - $31,619.7, and U.S. Bancorp - $21,376.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Matter's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.68M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $5.22M, Dimensional World ex U.S. Core Equity 2 ETF - $4.5M, Dimensional U.S. Core Equity 2 ETF - $1.62M, Dimensional Global Real Estate ETF - $1.6M, and PIMCO Multisector Bond Active ETF - $1.54M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Matter's monthly returns?
Brian Matter'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 Brian Matter's strategy be considered aggressive or moderate?
Brian Matter'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 Brian Matter's strategy?
Brian Matter'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.
