MTM
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:
20.87%
Gain -0.01%
Monthly
0.37%
Yearly
4.5%
Drawdown
16.66%
$453.26M
Equity
Holdings
$453.26M
Investment
$324.17M
$144.24M
Profit -$44,145.04
Realized
$14.52M
Unrealized
$129.72M
Dividends
$42.9M
Goals
Avg. 97% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$44,145.04
Win %
73%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$44,145.04
Win %
73%
This Month
Compared to last month
Gain
-0.51%
Profit
-$2.31M
Win %
73%
This Year
Compared to last year
Gain
4.68%
Profit
$20.67M
Win %
74%
ALB Albemarle Corporation
+7.14%
+$249.92 
AMD Advanced Micro Devices, Inc.
+4.73%
+$5,780 
LPG Dorian LPG Ltd.
+3.79%
+$199.65 
AU AngloGold Ashanti plc
+3.75%
+$115.44 
VZ Verizon Communications Inc.
+2.49%
+$80.73 
LEU Centrus Energy Corp.
+2.46%
+$62.4 
USB U.S. Bancorp
+2.27%
+$1,703 
TSLA Tesla, Inc.
+1.82%
+$72.8 
BAC Bank of America Corporation
+1.56%
+$232.2 
VNOM Viper Energy Inc. Class A Common Stock
+1.56%
+$54.4 
OMC Omnicom Group Inc.
+1.44%
+$1,834.47 
MAR Marriott International Inc. - Class A
+1.42%
+$56.5 
DVY iShares Select Dividend ETF
+1.19%
+$905.82 
IWN iShares Russell 2000 Value ETF
+1.17%
+$1,050.84 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$19,679.2 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$164.56 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$125.28 
JNJ Johnson & Johnson
+1.07%
+$127 
V Visa Inc. Class A
+1.05%
+$160.32 
IWD iShares Russell 1000 Value ETF
+0.98%
+$1,452.3 
VO Vanguard Mid-Cap ETF
+0.97%
+$10,856.96 
FELV Fidelity Enhanced Large Cap Value ETF
+0.94%
+$234.21 
VTV Vanguard Value ETF
+0.94%
+$22,240.58 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$287.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$209 
UA Under Armour Inc.
+0.86%
+$3 
PG Procter & Gamble Co
+0.86%
+$1,417.32 
SRE Sempra
+0.82%
+$291 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$3,370.23 
VDE Vanguard Energy ETF
+0.77%
+$229.4 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$464.4 
XLE Energy Select Sector SPDR Fund
+0.75%
+$220.16 
SBUX Starbucks Corporation
+0.74%
+$2.28 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,387.4 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$650.37 
CDP COPT Defense Properties
+0.7%
+$26.88 
VB Vanguard Small-Cap ETF
+0.7%
+$355,960.09 
UAA Under Armour Inc.
+0.67%
+$0.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$231,982.11 
WMB The Williams Companies, Inc.
+0.64%
+$22.08 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$895.07 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$4,610.28 
IVV iShares Core S&P 500 ETF
+0.55%
+$2,364.03 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,481.26 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$478.8 
GOOGL Alphabet Inc
+0.53%
+$1.91 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$28,877.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$91,837.98 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$473,262.4 
VXF Vanguard Extended Market ETF
+0.44%
+$203.7 
VSGX Vanguard ESG International Stock ETF
+0.44%
+$2,333.89 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$101,202 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$835.04 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$183,655.23 
AAEQ Alpha Architect US Equity 2 ETF
+0.39%
+$2,808.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$572.88 
WEC WEC Energy Group Inc.
+0.33%
+$32.93 
AAUA Alpha Architect US Equity 3 ETF
+0.32%
+$539.1 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$127.65 
VUG Vanguard Growth ETF
+0.18%
+$5,181.3 
BNDX Vanguard Total International Bond ETF
+0.17%
+$47,436 
NVDA NVIDIA Corporation
+0.16%
+$0.32 
MSFT Microsoft Corp.
+0.1%
+$61.6 
GLD SPDR Gold Shares
+0.06%
+$100.32 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
PLTR Palantir Technologies Inc.
-2.36%
-$120.51 
AAPL Apple Inc.
-1.52%
-$5,719.5 
AMZN Amazon.com Inc
-1.23%
-$529.84 
HII Huntington Ingalls Industries Inc.
-1.09%
-$29.43 
UPS United Parcel Service, Inc.
-0.51%
-$504.35 
IT Gartner Inc.
-0.43%
-$418.56 
CRM Salesforce Inc
-0.34%
-$92.4 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$56.79 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$124.72 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$2,319.06 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$44,475.27 
DFGP Dimensional Global Core Fixed Income Fund
-0.1%
-$28,179.19 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$29,018.58 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$3.86 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$5.81 Events
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Dividends
Dividend Analysis
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| Trades 957 | Longs Won 660/957 68% | Profit Factor 12.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.52M |
| Average Win $238,094.87 | Best Trade (Jun 14) $42.22M | Sharpe Ratio -7.9 |
| Average Loss -$43,608.98 | Worst Trade (Jun 14) -$1.72M | Z-Score -3.03 (100%) |
| Commissions $0 | Avg. Trade Length 2y 7m 1d | Expectancy $150,717.02 |
| 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% | 0.2% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
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Returns
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