Seth Scher Portfolio
Invests via Matrix Private Capital Group LLC | Managed by Seth Scher
Invests via Matrix Private Capital Group LLC
Managed by Seth Scher
Automatically Tracked
Seth Scher Profile
With a diverse background in technology and investment, Seth Scher has established himself as a notable figure within the venture capital landscape. His extensive experience spans both founding startups and contributing to the growth of emerging companies. Operating at the intersection of innovation and finance, he is known for leveraging his technical expertise to identify transformative opportunities. Currently engaged in shaping forward-thinking strategies, Seth's role enhances entrepreneurial ventures through strategic guidance and market insights. He plays a vital part in driving investor interest towards cutting-edge solutions across various sectors.
With a diverse background in technology and investment, Seth Scher has established himself as a notable figure within the venture capital landscape. His extensive experience spans both founding startups and contributing to the growth of emerging companies. Operating at the intersection of innovation and finance, he is known for leveraging his technical expertise to identify transformative opportunities. Currently engaged in shaping forward-thinking strategies, Seth's role enhances entrepreneurial ventures through strategic guidance and market insights. He plays a vital part in driving investor interest towards cutting-edge solutions across various sectors.
Investment Philosophy & Strategy
With a keen focus on innovation, Seth Scher pursues unique investment opportunities within the venture capital sector. His expertise in both technology and startup dynamics enables him to identify promising companies poised for significant growth. By leveraging his entrepreneurial insights, he not only aids nascent ventures but also fosters strategic collaborations that enhance competitive advantage. The approach embodies an operational improvement mindset, allowing for adaptive responses to market shifts while emphasizing scalability. This positioning maximizes value creation across diverse industries.
With a keen focus on innovation, Seth Scher pursues unique investment opportunities within the venture capital sector. His expertise in both technology and startup dynamics enables him to identify promising companies poised for significant growth. By leveraging his entrepreneurial insights, he not only aids nascent ventures but also fosters strategic collaborations that enhance competitive advantage. The approach embodies an operational improvement mindset, allowing for adaptive responses to market shifts while emphasizing scalability. This positioning maximizes value creation across diverse industries.
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:
0.41%
Gain +0.43%
Monthly
0.29%
Yearly
3.55%
Drawdown
37.64%
$223.75M
Equity
Holdings
$223.75M
Investment
$206.35M
$29.04M
Profit +$969,202.76
Realized
$11.65M
Unrealized
$17.39M
Dividends
$25.31M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.43%
Profit
$969,202.76
Win %
77%
This Week
Compared To Last Week
Gain
0.25%
Profit
$562,138.67
Win %
77%
This Month
Compared to last month
Gain
0.23%
Profit
$505,231.03
Win %
77%
This Year
Compared to last year
Gain
11.42%
Profit
$22.43M
Win %
77%
DVLT Datavault AI Inc.
+6.52%
+$253.1 
PLTR Palantir Technologies Inc.
+2.81%
+$9,543.83 
AVGO Broadcom Inc.
+2.77%
+$71,590.15 
IBIT iShares Bitcoin Trust
+2.15%
+$55,323.12 
MSFT Microsoft Corp.
+2.08%
+$25,456.16 
GOOG Alphabet Inc
+1.61%
+$18,486.54 
ALL Allstate Corporation
+1.56%
+$9,597.9 
EPD Enterprise Products Partners L.P.
+1.53%
+$8,554.45 
GOOGL Alphabet Inc
+1.53%
+$10,437.17 
SOXX iShares Semiconductor ETF
+1.52%
+$4,316.85 
CVX Chevron Corporation
+1.5%
+$48,770.71 
IBM International Business Machines Corporation
+1.33%
+$12,476.08 
AMZN Amazon.com Inc
+1.24%
+$22,085.58 
IGM iShares Expanded Tech Sector ETF
+1.14%
+$262.5 
XLE Energy Select Sector SPDR Fund
+1.03%
+$85,169.49 
VDE Vanguard Energy ETF
+1.01%
+$310.9 
IYE iShares U.S. Energy ETF
+0.99%
+$1,143.45 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.94%
+$1,302.21 
CI The Cigna Group
+0.93%
+$3,593.97 
XLK State Street Technology Select Sector SPDR ETF
+0.89%
+$825.24 
MLPA Global X MLP ETF
+0.83%
+$65,246.86 
EEM iShares MSCI Emerging Markets ETF
+0.81%
+$3,475.65 
VGT Vanguard Information Technology ETF
+0.81%
+$7,157.03 
NVDA NVIDIA Corporation
+0.76%
+$23,584.69 
COPX Global X Copper Miners ETF
+0.74%
+$48.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.71%
+$30,212.38 
MMM 3M Company
+0.68%
+$3,498.9 
IEMG iShares Core MSCI Emerging Markets ETF
+0.67%
+$2,069.78 
IWP iShares Russell Mid-Cap Growth ETF
+0.65%
+$1,525.08 
DUK Duke Energy Corporation
+0.64%
+$1,760.8 
IUSG iShares Core S&P U.S. Growth ETF
+0.6%
+$450.66 
DSU BlackRock Debt Strategies Fund Inc.
+0.58%
+$550 
DSL DoubleLine Income Solutions Fund
+0.58%
+$6,096.93 
IWF iShares Russell 1000 Growth ETF
+0.55%
+$12,348.38 
LMT Lockheed Martin Corporation
+0.55%
+$1,341.6 
VONG Vanguard Russell 1000 Growth Fund
+0.53%
+$39.95 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.53%
+$60,429.07 
VOT Vanguard Mid-Cap Growth ETF
+0.48%
+$831.6 
OKE ONEOK, Inc.
+0.46%
+$1,944.46 
VUG Vanguard Growth ETF
+0.44%
+$91,262.25 
DSI iShares MSCI KLD 400 Social ETF
+0.39%
+$885.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.37%
+$32,914.14 
VBK Vanguard Small-Cap Growth ETF
+0.34%
+$172.28 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.28%
+$10,769.43 
ET Energy Transfer L.P.
+0.27%
+$2,488.36 
BRK-B Berkshire Hathaway Inc.
+0.21%
+$2,171.52 
BRK-A Berkshire Hathaway Inc.
+0.19%
+$1,375.78 
IOO iShares Global 100 ETF
+0.18%
+$73.75 
VOO Vanguard S&P 500 ETF
+0.18%
+$495.6 
IVV iShares Core S&P 500 ETF
+0.17%
+$1,198.65 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.17%
+$87.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$88.75 
EMLP First Trust North American Energy Infrastructure Fund
+0.14%
+$789.06 
IWV ISHARES RUSSELL 3000 ETF
+0.13%
+$4,274.65 
CVS CVS Health Corporation
+0.12%
+$506.61 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.11%
+$29.25 
ORI Old Republic International Corp.
+0.11%
+$570.87 
UTG Reaves Utility Income Fund
+0.1%
+$958.08 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.07%
+$3.19 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.06%
+$1.62 
MPLX MPLX LP
+0.05%
+$240 
VONE Vanguard Russell 1000 ETF
+0.05%
+$2.89 
PFF iShares Preferred and Income Securities ETF
+0.05%
+$713.21 
VO Vanguard Mid-Cap ETF
+0.04%
+$423.78 
CWI SPDR MSCI ACWI ex-US ETF
+0.04%
+$102 
FPE First Trust Preferred Securities and Income ETF
+0.03%
+$170.54 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$21.55 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$12.65 
LAC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BX Blackstone Inc.
-2.39%
-$35,302.53 
AAPL Apple Inc.
-2.33%
-$57,486.01 
EMR Emerson Electric Co.
-2.06%
-$13,210.62 
MRK Merck & Co., Inc.
-1.99%
-$21,275.04 
WFC Wells Fargo & Company
-1.03%
-$4,714.15 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.98%
-$2,091 
BAC Bank of America Corporation
-0.81%
-$2,271.55 
IBB iShares Biotechnology ETF
-0.8%
-$606 
GDV Gabelli Dividend & Income Trust
-0.78%
-$1,800.44 
VHT Vanguard Health Care ETF
-0.71%
-$2,372.37 
XLV Health Care Select Sector SPDR Fund
-0.69%
-$698.19 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.59%
-$168 
ICLN iShares Global Clean Energy ETF
-0.55%
-$45.59 
INDA ISHARES MSCI INDIA ETF
-0.54%
-$1,218.95 
FITB Fifth Third Bancorp
-0.5%
-$2,248.95 
XLI Industrial Select Sector SPDR Fund
-0.5%
-$200.25 
URA Global X Uranium ETF
-0.49%
-$47.48 
JPM JPMorgan Chase & Co.
-0.49%
-$14,041.94 
EFG iShares MSCI EAFE Growth ETF
-0.47%
-$1,574.34 
VNQ Vanguard Real Estate ETF
-0.47%
-$4,794.94 
BKLN Invesco Senior Loan ETF
-0.46%
-$16,052.72 
EFA iShares MSCI EAFE ETF
-0.45%
-$13,317 
EFV iShares MSCI EAFE Value ETF
-0.43%
-$442.87 
IDU iShares U.S. Utilities ETF
-0.43%
-$196 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.41%
-$189.05 
IUSV iShares Core S&P U.S. Value ETF
-0.4%
-$3.15 
IEFA iShares Core MSCI EAFE ETF
-0.4%
-$66,649.66 
DVY iShares Select Dividend ETF
-0.38%
-$491.66 
ABBV AbbVie Inc.
-0.36%
-$1,495.44 
SDY SPDR S&P Dividend ETF
-0.36%
-$1,854.16 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.36%
-$1.16 
IVE ISHARES S&P 500 VALUE ETF
-0.34%
-$3,585.81 
VRIG Invesco Variable Rate Investment Grade ETF
-0.34%
-$493 
IJS iShares S&P Small-Cap 600 Value ETF
-0.33%
-$696.15 
RWR SPDR Dow Jones REIT ETF
-0.33%
-$77 
GSY Invesco Ultra Short Duration ETF
-0.31%
-$212.35 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$38,683.26 
BTG B2Gold Corp
-0.27%
-$223.14 
IWS iShares Russell Mid-Cap Value ETF
-0.27%
-$425.7 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$444.72 
PHYS Sprott Physical Gold Trust
-0.25%
-$5,280.6 
VOE Vanguard Mid-Cap Value ETF
-0.24%
-$367.5 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.23%
-$135.01 
GLD SPDR Gold Shares
-0.21%
-$783.12 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$24,777.59 
RWO SPDR Dow Jones Global Real Estate ETF
-0.21%
-$2,139.1 
IWD iShares Russell 1000 Value ETF
-0.2%
-$764.4 
PM Philip Morris International Inc.
-0.2%
-$5,001 
IGF iShares Global Infrastructure ETF
-0.19%
-$554.71 
HCA HCA Healthcare Inc.
-0.18%
-$401.63 
PYLD PIMCO Multisector Bond Active ETF
-0.17%
-$9,137.92 
XLF Financial Select Sector SPDR Fund
-0.17%
-$37.05 
ITA iShares U.S. Aerospace & Defense ETF
-0.16%
-$28.12 
VTV Vanguard Value ETF
-0.16%
-$37,697.81 
VB Vanguard Small-Cap ETF
-0.13%
-$1,100.83 
MUB iShares National Muni Bond ETF
-0.13%
-$486 
VZ Verizon Communications Inc.
-0.13%
-$430.15 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$495.78 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.12%
-$234.8 
BINC iShares Flexible Income Active ETF
-0.1%
-$5,830.82 
IMCB iShares Morningstar Mid-Cap ETF
-0.1%
-$267.2 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.1%
-$0.9 
IXUS iShares Core International Stock ETF
-0.09%
-$26.09 
LIN Linde plc
-0.08%
-$515.14 
VXF Vanguard Extended Market ETF
-0.08%
-$40 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$165.75 
IWM iShares Russell 2000 ETF
-0.07%
-$1,091.95 
IWR iShares Russell Mid-Cap ETF
-0.03%
-$644.91 
MAR Marriott International Inc. - Class A
-0.03%
-$100.54 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.02%
-$601.9 
ISCB iShares Morningstar Small-Cap ETF
-0.01%
-$7.92 Events
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Dividends
Dividend Analysis
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| Trades 3042 | Longs Won 1927/3042 63% | Profit Factor 5.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $157,508.86 |
| Average Win $50,506.58 | Best Trade (Dec 30) $3.72M | Sharpe Ratio -9.58 |
| Average Loss -$16,249.26 | Worst Trade (Mar 31) -$872,878.93 | Z-Score -6.8 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 1d | Expectancy $9,546.82 |
| 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 | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Seth Scher?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $10.18M, Vanguard Value ETF - $7.95M, Eaton Vance Tax-Managed Diversified Equity Income Fund - $5.3M, iShares Core MSCI EAFE ETF - $5.18M, and NVIDIA Corporation - $4.68M. 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: Tekla Healthcare Investors - $1.06M, DoubleLine Income Solutions Fund - $1.05M, ARK Genomic Revolution ETF - $960,973.6, ARK Innovation ETF Fund - $542,366.27, and Alibaba Group Holding Limited SP ADR - $502,127.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Seth Scher's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25.31M earned over time. The largest contributors to dividend income include Eaton Vance Tax-Managed Diversified Equity Income Fund - $3.18M, iShares Core MSCI EAFE ETF - $1.97M, Vanguard Value ETF - $1.77M, Global X MLP ETF - $1.15M, and Vanguard FTSE Emerging Markets ETF - $1.05M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Seth Scher's monthly returns?
Seth Scher's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Seth Scher's strategy be considered aggressive or moderate?
Seth Scher'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 Seth Scher's strategy?
Seth Scher'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.
