Matthew T. Miler Portfolio
Invests via MilWealth Group LLC | Managed by Matthew T. Miler
Invests via MilWealth Group LLC
Managed by Matthew T. Miler
Automatically Tracked
Matthew T. Miler Profile
With a multifaceted background in finance and technology, Matthew T. Miler excels as an entrepreneurial founder focused on innovative market solutions. He has consistently leveraged his expertise to build successful ventures that blend advanced technology with financial services, positioning his enterprises at the forefront of industry trends. His leadership has catalyzed significant growth in competitive sectors by introducing cutting-edge products tailored to emerging consumer demands. Miler's strategic approach emphasizes adaptive growth and responsiveness to market dynamics, making him a key figure among entrepreneurs shaping the future landscape of finance.
With a multifaceted background in finance and technology, Matthew T. Miler excels as an entrepreneurial founder focused on innovative market solutions. He has consistently leveraged his expertise to build successful ventures that blend advanced technology with financial services, positioning his enterprises at the forefront of industry trends. His leadership has catalyzed significant growth in competitive sectors by introducing cutting-edge products tailored to emerging consumer demands. Miler's strategic approach emphasizes adaptive growth and responsiveness to market dynamics, making him a key figure among entrepreneurs shaping the future landscape of finance.
Investment Philosophy & Strategy
Adopting an innovative lens, Matthew T. Miler navigates the evolving finance landscape with a strong emphasis on technology-driven solutions. His entrepreneurial acumen enables him to identify and capitalize on unique market opportunities, fostering an agile approach in his business ventures. By integrating advanced technologies into financial services, he ensures that his companies remain competitive and responsive to client needs. Moreover, strategic foresight allows him to anticipate industry shifts and position his enterprises advantageously within emerging markets, reflecting a commitment to sustained growth and value creation.
Adopting an innovative lens, Matthew T. Miler navigates the evolving finance landscape with a strong emphasis on technology-driven solutions. His entrepreneurial acumen enables him to identify and capitalize on unique market opportunities, fostering an agile approach in his business ventures. By integrating advanced technologies into financial services, he ensures that his companies remain competitive and responsive to client needs. Moreover, strategic foresight allows him to anticipate industry shifts and position his enterprises advantageously within emerging markets, reflecting a commitment to sustained growth and 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:
87.79%
Gain +0.34%
Monthly
0.96%
Yearly
12.15%
Drawdown
27.05%
$452.79M
Equity
Holdings
$452.79M
Investment
$323.54M
$143.81M
Profit +$673,134.16
Realized
$14.56M
Unrealized
$129.24M
Dividends
$46.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$673,134.16
Win %
65%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$182,567.54
Win %
65%
This Month
Compared to last month
Gain
-0.06%
Profit
-$258,646.88
Win %
65%
This Year
Compared to last year
Gain
7.76%
Profit
$32.61M
Win %
66%
LEU Centrus Energy Corp.
+8.34%
+$188.8 
ALB Albemarle Corporation
+2.55%
+$58.52 
PLTR Palantir Technologies Inc.
+2.11%
+$155.81 
AMD Advanced Micro Devices, Inc.
+2.06%
+$3,247.5 
MSFT Microsoft Corp.
+1.58%
+$1,274.35 
NVDA NVIDIA Corporation
+1.43%
+$3.43 
PG Procter & Gamble Co
+1.2%
+$1,947.42 
MAR Marriott International Inc. - Class A
+1.18%
+$42.1 
XLI Industrial Select Sector SPDR Fund
+1.08%
+$1,590.26 
UAA Under Armour Inc.
+1.06%
+$0.75 
UA Under Armour Inc.
+0.98%
+$2.7 
CDP COPT Defense Properties
+0.96%
+$35.84 
VUG Vanguard Growth ETF
+0.86%
+$27,491.98 
IT Gartner Inc.
+0.82%
+$1,003.89 
TSLA Tesla, Inc.
+0.8%
+$30.1 
VO Vanguard Mid-Cap ETF
+0.78%
+$8,812.5 
BRK-B Berkshire Hathaway Inc.
+0.72%
+$2,501.26 
OMC Omnicom Group Inc.
+0.69%
+$875.16 
SRE Sempra
+0.69%
+$209.52 
VYM Vanguard High Dividend Yield ETF
+0.69%
+$2,856.8 
SPY SPDR S&P 500 ETF Trust
+0.68%
+$630 
AMZN Amazon.com Inc
+0.68%
+$304.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$5,724.58 
IVV iShares Core S&P 500 ETF
+0.66%
+$2,988.26 
VIG Vanguard Dividend Appreciation ETF
+0.65%
+$35,461.57 
VOO Vanguard S&P 500 ETF
+0.65%
+$3,071.53 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.65%
+$683,272.59 
BAC Bank of America Corporation
+0.64%
+$93.15 
MDY SPDR S&P MidCap 400 ETF Trust
+0.6%
+$533.33 
AAUA Alpha Architect US Equity 3 ETF
+0.59%
+$1,039.86 
VOE Vanguard Mid-Cap Value ETF
+0.57%
+$65.54 
USB U.S. Bancorp
+0.56%
+$416 
WEC WEC Energy Group Inc.
+0.56%
+$50.37 
IWD iShares Russell 1000 Value ETF
+0.54%
+$834.3 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.5%
+$179,987.17 
VTV Vanguard Value ETF
+0.49%
+$11,839.55 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.49%
+$89,483.16 
IWS iShares Russell Mid-Cap Value ETF
+0.48%
+$69.52 
FELV Fidelity Enhanced Large Cap Value ETF
+0.43%
+$113.94 
DVY iShares Select Dividend ETF
+0.42%
+$316.55 
VXF Vanguard Extended Market ETF
+0.42%
+$194 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.42%
+$98 
AAEQ Alpha Architect US Equity 2 ETF
+0.4%
+$3,043.48 
SBUX Starbucks Corporation
+0.39%
+$1.09 
VB Vanguard Small-Cap ETF
+0.37%
+$188,348.73 
VNOM Viper Energy Inc. Class A Common Stock
+0.37%
+$12 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.33%
+$140.41 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.32%
+$537.08 
UPS United Parcel Service, Inc.
+0.28%
+$243 
GLD SPDR Gold Shares
+0.28%
+$483.36 
VSGX Vanguard ESG International Stock ETF
+0.26%
+$1,361.44 
VEU Vanguard FTSE All-World ex-US ETF
+0.24%
+$114,088.85 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.24%
+$91,892.17 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.24%
+$60,721.2 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.23%
+$155.9 
DFGP Dimensional Global Core Fixed Income Fund
+0.23%
+$61,020.77 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.21%
+$452.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.21%
+$69.3 
WMB The Williams Companies, Inc.
+0.2%
+$6.96 
BNDX Vanguard Total International Bond ETF
+0.19%
+$53,306.21 
V Visa Inc. Class A
+0.18%
+$32.64 
AAPL Apple Inc.
+0.15%
+$622.78 
VDE Vanguard Energy ETF
+0.14%
+$45.33 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.14%
+$20.27 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.12%
+$31.95 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.12%
+$41,298.46 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.11%
+$30.67 
XLE Energy Select Sector SPDR Fund
+0.11%
+$35.84 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.11%
+$1,932.55 
VWO Vanguard FTSE Emerging Markets ETF
+0.07%
+$46.44 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$8,512.42 
IWN iShares Russell 2000 Value ETF
+0.01%
+$12.51 
CNHI CNH Industrial N.V.
-21.84%
-$45,446.46 
LPG Dorian LPG Ltd.
-2.98%
-$208.12 
AU AngloGold Ashanti plc
-1.88%
-$65.67 
HII Huntington Ingalls Industries Inc.
-1.71%
-$41.04 
VZ Verizon Communications Inc.
-0.89%
-$28.29 
JNJ Johnson & Johnson
-0.24%
-$30 
GOOGL Alphabet Inc
-0.2%
-$0.7 
CRM Salesforce Inc
-0.13%
-$48.67 
SCHA Schwab U.S. Small-Cap ETF
-0.04%
-$737.97 Events
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Dividends
Dividend Analysis
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| Trades 957 | Longs Won 693/957 72% | Profit Factor 8.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.63M |
| Average Win $233,639.37 | Best Trade (Oct 06) $45.68M | Sharpe Ratio -9.4 |
| Average Loss -$68,578.62 | Worst Trade (Oct 07) -$2.06M | Z-Score -0.55 (42.06%) |
| Commissions $0 | Avg. Trade Length 2y 8m 1w 3d | Expectancy $150,268.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.45% |
| Consecutive Losing Trades | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAEQ Alpha Architect US Equity 2 ETF | 13,834 | $682,400.43 | $773,458.94 | - | $91,058.51 | 13.34% | +0.395% |
| AAPL Apple Inc. | 1,271 | $54,209.01 | $423,725.98 | - | $369,516.97 | 681.65% | +0.147% |
| AAUA Alpha Architect US Equity 3 ETF | 2,995 | $146,577 | $178,613.41 | - | $32,036.41 | 21.86% | +0.586% |
| ALB Albemarle Corporation | 22 | $3,950 | $2,354.66 | - | -$1,595.34 | -40.39% | +2.549% |
| AMD Advanced Micro Devices, Inc. | 250 | $19,625 | $161,185 | - | $141,560 | 721.32% | +2.056% |
| AMZN Amazon.com Inc | 179 | $34,660.18 | $45,304.9 | - | $10,644.72 | 30.71% | +0.676% |
| AU AngloGold Ashanti plc | 37 | $3,603 | $3,430.08 | - | -$172.92 | -4.8% | -1.879% |
| BAC Bank of America Corporation | 270 | $10,446.39 | $14,673.15 | - | $4,226.76 | 40.46% | +0.639% |
| BNDX Vanguard Total International Bond ETF | 592,950 | $31.78M | $27.8M | - | -$3.98M | -12.53% | +0.192% |
| BRK-B Berkshire Hathaway Inc. | 690 | $312,763.49 | $350,440.66 | - | $37,677.17 | 12.05% | +0.719% |
| BSV Vanguard Short-Term Bond ETF | 243,212 | $19.44M | $18.55M | - | -$883,169.56 | -4.54% | +0.046% |
| CDP COPT Defense Properties | 112 | $3,428 | $3,772.16 | - | $344.16 | 10.04% | +0.959% |
| CNHI CNH Industrial N.V. | 16,059 | $178,415.59 | $162,678.54 | - | -$15,737.05 | -8.82% | -21.836% |
| CRM Salesforce Inc | 165 | $34,959 | $37,866.67 | - | $2,907.67 | 8.32% | -0.128% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 799,943 | $24.99M | $36.39M | - | $11.4M | 45.63% | +0.497% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 674,680 | $16.6M | $25.33M | - | $8.73M | 52.6% | +0.24% |
| DFGP Dimensional Global Core Fixed Income Fund | 512,349 | $27.36M | $26.69M | - | -$672,091.58 | -2.46% | +0.229% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 581 | $27,236.77 | $27,071.69 | - | -$165.08 | -0.61% | +0.118% |
| DVY iShares Select Dividend ETF | 487 | $43,482.75 | $74,876.25 | - | $31,393.5 | 72.2% | +0.425% |
| FELV Fidelity Enhanced Large Cap Value ETF | 633 | $18,079 | $26,567.01 | - | $8,488.01 | 46.95% | +0.431% |
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FAQ
Which stocks have generated the highest profits for Matthew T. Miler?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Large-Cap Index Fund ETF Shares - $14.29M, Vanguard FTSE All-World ex-US ETF - $7.66M, Vanguard Intermediate-Term Corporate Bond Fund - $7.58M, Vanguard Small-Cap ETF - $6.01M, and Vanguard Total International Bond ETF - $5.66M. 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: Vanguard S&P 500 ETF - $126,279.17, Schwab Intermediate-Term U.S. Treasury ETF - $124,919.37, Schwab 5-10 Year Corporate Bond ETF - $77,772.23, Dimensional Short-Duration Fixed Income ETF - $34,787.88, and iShares International Aggregate Bond Fund - $30,755.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew T. Miler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $46.97M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $7.62M, Vanguard Large-Cap Index Fund ETF Shares - $6.86M, Vanguard FTSE All-World ex-US ETF - $6.21M, Vanguard Total International Bond ETF - $5.71M, and Vanguard Intermediate-Term Treasury Fund - $5.49M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew T. Miler's monthly returns?
Matthew T. Miler'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 Matthew T. Miler's strategy be considered aggressive or moderate?
Matthew T. Miler'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 Matthew T. Miler's strategy?
Matthew T. Miler'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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