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:
3.57%
Gain -0.93%
Monthly
0.26%
Yearly
3.2%
Drawdown
37.98%
$234.01M
Equity
Holdings
$234.01M
Investment
$212.1M
$29.94M
Profit -$2.15M
Realized
$8.03M
Unrealized
$21.91M
Dividends
$26.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$2.15M
Win %
73%
This Week
Compared To Last Week
Gain
-1%
Profit
-$2.36M
Win %
73%
This Month
Compared to last month
Gain
-0.7%
Profit
-$1.65M
Win %
73%
This Year
Compared to last year
Gain
5.02%
Profit
$10.08M
Win %
73%
NBIS Nebius Group N.V.
+8.88%
+$16,934.72 
MPWR Monolithic Power Systems, Inc.
+2.9%
+$6,747.65 
OKE ONEOK, Inc.
+2.54%
+$10,626.7 
CVS CVS Health Corporation
+2.28%
+$6,755.21 
LMT Lockheed Martin Corporation
+1.78%
+$5,121.59 
CI The Cigna Group
+1.64%
+$6,292.9 
ITA iShares U.S. Aerospace & Defense ETF
+1.41%
+$264.75 
ENOR iShares MSCI Norway ETF
+1.41%
+$137.5 
XLE Energy Select Sector SPDR Fund
+1.39%
+$123,094.31 
BTG B2Gold Corp
+1.38%
+$1,570.03 
VDE Vanguard Energy ETF
+1.38%
+$454.58 
IYE iShares U.S. Energy ETF
+1.37%
+$1,682.1 
MAR Marriott International Inc. - Class A
+1.19%
+$4,680.23 
CVX Chevron Corporation
+1.16%
+$39,990.1 
MLPA Global X MLP ETF
+1.07%
+$89,940 
LIN Linde plc
+0.95%
+$5,438.9 
WFC Wells Fargo & Company
+0.81%
+$3,698.39 
UTG Reaves Utility Income Fund
+0.8%
+$9,097.28 
PM Philip Morris International Inc.
+0.78%
+$19,482.72 
PHYS Sprott Physical Gold Trust
+0.7%
+$16,979.98 
GLD SPDR Gold Shares
+0.63%
+$3,394.47 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.63%
+$1,314.88 
BAC Bank of America Corporation
+0.62%
+$1,835.62 
IDU iShares U.S. Utilities ETF
+0.6%
+$268 
VZ Verizon Communications Inc.
+0.54%
+$2,033.46 
IWM iShares Russell 2000 ETF
+0.52%
+$8,404.72 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$60,018.48 
DVY iShares Select Dividend ETF
+0.45%
+$586.83 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$162 
DSL DoubleLine Income Solutions Fund
+0.37%
+$2,285.76 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.36%
+$98.9 
ALL Allstate Corporation
+0.36%
+$2,288.71 
VOE Vanguard Mid-Cap Value ETF
+0.33%
+$525.7 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$47,441 
IJS iShares S&P Small-Cap 600 Value ETF
+0.31%
+$680.65 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$125.4 
VO Vanguard Mid-Cap ETF
+0.26%
+$2,734.16 
VNQ Vanguard Real Estate ETF
+0.25%
+$2,465.75 
ISCB iShares Morningstar Small-Cap ETF
+0.25%
+$150.48 
VB Vanguard Small-Cap ETF
+0.24%
+$2,204.25 
VXF Vanguard Extended Market ETF
+0.23%
+$116 
AAPL Apple Inc.
+0.22%
+$7,026.29 
MRK Merck & Co., Inc.
+0.21%
+$2,479.79 
ORI Old Republic International Corp.
+0.21%
+$1,145.25 
COPX Global X Copper Miners ETF
+0.21%
+$16.2 
FITB Fifth Third Bancorp
+0.21%
+$930.61 
VTV Vanguard Value ETF
+0.2%
+$51,474.39 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$346.25 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.18%
+$7,409.65 
IWS iShares Russell Mid-Cap Value ETF
+0.16%
+$255.42 
VBK Vanguard Small-Cap Growth ETF
+0.15%
+$76.68 
SDY SPDR S&P Dividend ETF
+0.13%
+$662.2 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.11%
+$32 
IWR iShares Russell Mid-Cap ETF
+0.1%
+$2,114.86 
RWR SPDR Dow Jones REIT ETF
+0.1%
+$22 
IWP iShares Russell Mid-Cap Growth ETF
+0.1%
+$238.56 
EFV iShares MSCI EAFE Value ETF
+0.07%
+$79.32 
IMCB iShares Morningstar Mid-Cap ETF
+0.06%
+$160.44 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$63.25 
IUSV iShares Core S&P U.S. Value ETF
+0.04%
+$0.28 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$375.13 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$43.24 
GSY Invesco Ultra Short Duration ETF
+0.02%
+$13.7 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.02%
+$11.74 
DSI iShares MSCI KLD 400 Social ETF
+0.01%
+$30.8 
MMM 3M Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BKLN Invesco Senior Loan ETF
0%
$0 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
0%
$0 
DVLT Datavault AI Inc.
0%
$0 LAC
LAC
0%
$0 RQIR
RQIRT
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$171,476.12 
BX Blackstone Inc.
-3.61%
-$63,720.82 
PLTR Palantir Technologies Inc.
-2.78%
-$12,569.13 
INTC Intel Corporation
-1.97%
-$3,569.98 
HCA HCA Healthcare Inc.
-1.72%
-$8,472 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-1.35%
-$167,721.8 
IBM International Business Machines Corporation
-1.19%
-$12,388.22 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-1.19%
-$1,736.28 
AMZN Amazon.com Inc
-0.94%
-$19,909.52 
ICLN iShares Global Clean Energy ETF
-0.84%
-$69.75 
DSU BlackRock Debt Strategies Fund Inc.
-0.84%
-$800 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$5,650.75 
URA Global X Uranium ETF
-0.71%
-$80 
IBIT iShares Bitcoin Trust
-0.7%
-$15,665.5 
JNJ Johnson & Johnson
-0.66%
-$1,574.28 
EMR Emerson Electric Co.
-0.63%
-$4,778.85 
IGM iShares Expanded Tech Sector ETF
-0.6%
-$100 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$193.92 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$6,156.7 
ABBV AbbVie Inc.
-0.54%
-$2,186.88 
VHT Vanguard Health Care ETF
-0.48%
-$1,681.11 
DUK Duke Energy Corporation
-0.46%
-$1,254.57 
VUG Vanguard Growth ETF
-0.43%
-$95,987.19 
IOO iShares Global 100 ETF
-0.42%
-$182.9 
GDV Gabelli Dividend & Income Trust
-0.42%
-$1,017.64 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$463.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$17,715.84 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$35,570.65 
INDA ISHARES MSCI INDIA ETF
-0.38%
-$802.94 
VGT Vanguard Information Technology ETF
-0.35%
-$3,640.81 
IUSG iShares Core S&P U.S. Growth ETF
-0.35%
-$276.08 
IBB iShares Biotechnology ETF
-0.34%
-$272 
EFG iShares MSCI EAFE Growth ETF
-0.32%
-$1,104.8 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$1,264.8 
MSFT Microsoft Corp.
-0.3%
-$4,971.35 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$6,831.31 
VONG Vanguard Russell 1000 Growth Fund
-0.29%
-$22.57 
MUB iShares National Muni Bond ETF
-0.28%
-$1,110 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$366.24 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.21%
-$6.48 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$420.21 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$10,771.4 
VOO Vanguard S&P 500 ETF
-0.19%
-$566.83 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.19%
-$99.62 
IVV iShares Core S&P 500 ETF
-0.18%
-$1,331.32 
XLF Financial Select Sector SPDR Fund
-0.17%
-$39 
CWI SPDR MSCI ACWI ex-US ETF
-0.17%
-$476 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$2,308.75 
VONE Vanguard Russell 1000 ETF
-0.14%
-$8.67 
RWO SPDR Dow Jones Global Real Estate ETF
-0.14%
-$1,403.5 
GOOGL Alphabet Inc
-0.13%
-$1,136.2 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$409.3 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$80.55 
GOOG Alphabet Inc
-0.12%
-$1,321.17 
FPE First Trust Preferred Securities and Income ETF
-0.11%
-$682.18 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$508.48 
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$3,576.68 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$4.64 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$153.96 
JPM JPMorgan Chase & Co.
-0.07%
-$2,286.82 
NVDA NVIDIA Corporation
-0.06%
-$2,107.7 
BINC iShares Flexible Income Active ETF
-0.06%
-$3,722.16 
SOXX iShares Semiconductor ETF
-0.06%
-$151.04 
IWD iShares Russell 1000 Value ETF
-0.05%
-$203.06 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.05%
-$102 
EFA iShares MSCI EAFE ETF
-0.05%
-$1,505 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$0.36 
IGF iShares Global Infrastructure ETF
-0.03%
-$85.34 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$3,578.38 
IXUS iShares Core International Stock ETF
-0.02%
-$8.14 
VRIG Invesco Variable Rate Investment Grade ETF
-0.02%
-$29 Events
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Dividends
Dividend Analysis
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| Trades 3120 | Longs Won 2003/3120 64% | Profit Factor 4.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $166,506.23 |
| Average Win $50,973.64 | Best Trade (Aug 15) $4.03M | Sharpe Ratio -9.64 |
| Average Loss -$19,672.31 | Worst Trade (Mar 31) -$872,878.93 | Z-Score -14.52 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w | Expectancy $9,595.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,487 | $2.77M | $3.21M | - | $437,272.18 | 15.78% | +0.219% |
| ABBV AbbVie Inc. | 1,608 | $349,723.92 | $401,131.7 | - | $51,407.78 | 14.7% | -0.542% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,744 | $173,126.88 | $170,005.12 | - | -$3,121.76 | -1.8% | -0.215% |
| ALL Allstate Corporation | 2,461 | $510,263.74 | $643,330.01 | - | $133,066.27 | 26.08% | +0.357% |
| AMZN Amazon.com Inc | 8,028 | $1.7M | $2.11M | - | $411,484.18 | 24.25% | -0.935% |
| ASML ASML Holding N.V. New York Registry Shares | 110 | $218,838.39 | $202,848.8 | - | -$15,989.59 | -7.31% | -0.207% |
| AVGO Broadcom Inc. | 6,906 | $2.14M | $2.71M | - | $576,512.81 | 26.97% | -5.943% |
| BAC Bank of America Corporation | 4,589 | $223,713.75 | $295,944.61 | - | $72,230.86 | 32.29% | +0.624% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,162 | $198,125.68 | $197,887.86 | - | -$237.82 | -0.12% | +0.022% |
| BINC iShares Flexible Income Active ETF | 124,076 | $6.45M | $6.46M | - | $8,724.99 | 0.14% | -0.058% |
| BKLN Invesco Senior Loan ETF | 169,332 | $3.46M | $3.48M | - | $27,107.36 | 0.78% | 0.0 |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 81 | $2,690.82 | $3,056.94 | - | $366.12 | 13.61% | -0.212% |
| BRK-A Berkshire Hathaway Inc. | 1 | $718,140 | $756,349.25 | - | $38,209.25 | 5.32% | -0.742% |
| BRK-B Berkshire Hathaway Inc. | 2,123 | $1.02M | $1.07M | - | $51,972.44 | 5.1% | -0.572% |
| BTG B2Gold Corp | 22,429 | $101,518.27 | $115,285.06 | - | $13,766.79 | 13.56% | +1.381% |
| BX Blackstone Inc. | 11,822 | $1.36M | $1.7M | - | $341,670.28 | 25.13% | -3.61% |
| CI The Cigna Group | 1,377 | $367,314.75 | $389,085.12 | - | $21,770.37 | 5.93% | +1.644% |
| COPX Global X Copper Miners ETF | 90 | $6,871.5 | $7,713 | - | $841.5 | 12.25% | +0.21% |
| CVS CVS Health Corporation | 3,113 | $223,575.66 | $302,459.08 | - | $78,883.42 | 35.28% | +2.284% |
| CVX Chevron Corporation | 17,387 | $3.6M | $3.48M | - | -$119,970.13 | -3.33% | +1.163% |
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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 - $7.94M, Eaton Vance Tax-Managed Diversified Equity Income Fund - $5.53M, 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 - $1.03M, DoubleLine Income Solutions Fund - $1.01M, 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 $26.18M earned over time. The largest contributors to dividend income include Eaton Vance Tax-Managed Diversified Equity Income Fund - $3.41M, iShares Core MSCI EAFE ETF - $1.97M, Vanguard Value ETF - $1.76M, Global X MLP ETF - $1.3M, 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.
