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:
79.05%
Gain +0.48%
Monthly
1.01%
Yearly
12.8%
Drawdown
27.05%
$458.32M
Equity
Holdings
$458.32M
Investment
$323.54M
$149.36M
Profit +$969,974.5
Realized
$14.58M
Unrealized
$134.78M
Dividends
$45.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$969,974.5
Win %
72%
This Week
Compared To Last Week
Gain
1.8%
Profit
$8.08M
Win %
72%
This Month
Compared to last month
Gain
1.8%
Profit
$8.08M
Win %
72%
This Year
Compared to last year
Gain
9.08%
Profit
$38.17M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$6,458.32 
GOOGL Alphabet Inc
+6.73%
+$22.47 
MSFT Microsoft Corp.
+3.02%
+$2,097.48 
NVDA NVIDIA Corporation
+2.93%
+$5.71 
VNOM Viper Energy Inc. Class A Common Stock
+2.65%
+$92 
LPG Dorian LPG Ltd.
+2.55%
+$142.78 
HII Huntington Ingalls Industries Inc.
+2.05%
+$58.95 
CRM Salesforce Inc
+1.83%
+$546.15 
VZ Verizon Communications Inc.
+1.52%
+$48.3 
VUG Vanguard Growth ETF
+1.1%
+$32,124.06 
VDE Vanguard Energy ETF
+1.02%
+$312.65 
XLE Energy Select Sector SPDR Fund
+1%
+$302.08 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$577.92 
WMB The Williams Companies, Inc.
+0.89%
+$30.24 
AAUA Alpha Architect US Equity 3 ETF
+0.86%
+$1,467.55 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,260.05 
AAEQ Alpha Architect US Equity 2 ETF
+0.81%
+$5,893.28 
TSLA Tesla, Inc.
+0.76%
+$23.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$640.8 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,241.65 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,959.36 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$689,194.29 
PLTR Palantir Technologies Inc.
+0.65%
+$31.2 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$145.59 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,341.72 
IWD iShares Russell 1000 Value ETF
+0.44%
+$685.98 
PG Procter & Gamble Co
+0.37%
+$591.48 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,283.4 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$127,990.88 
BAC Bank of America Corporation
+0.36%
+$59.4 
JNJ Johnson & Johnson
+0.21%
+$26.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$59.4 
USB U.S. Bancorp
+0.17%
+$143 
LEU Centrus Energy Corp.
+0.1%
+$2.88 
CNHI CNH Industrial N.V.
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$31,164.92 
AU AngloGold Ashanti plc
-3.66%
-$111.37 
UA Under Armour Inc.
-2.84%
-$11.4 
UAA Under Armour Inc.
-2.63%
-$2.7 
AMD Advanced Micro Devices, Inc.
-1.9%
-$2,310.01 
GLD SPDR Gold Shares
-1.49%
-$2,562.72 
IT Gartner Inc.
-1.24%
-$1,242.6 
SRE Sempra
-1.15%
-$399.64 
OMC Omnicom Group Inc.
-1.14%
-$1,531.53 
CDP COPT Defense Properties
-1.02%
-$43.68 
UPS United Parcel Service, Inc.
-1%
-$962.85 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$306.36 
MAR Marriott International Inc. - Class A
-0.71%
-$26.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,121.88 
WEC WEC Energy Group Inc.
-0.57%
-$56.07 
SBUX Starbucks Corporation
-0.57%
-$1.8 
DVY iShares Select Dividend ETF
-0.45%
-$350.63 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$119.89 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$6,395.74 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$20,560.73 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$98,371.01 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$45.76 
VXF Vanguard Extended Market ETF
-0.3%
-$137.74 
VTV Vanguard Value ETF
-0.27%
-$6,528.24 
IWN iShares Russell 2000 Value ETF
-0.25%
-$229.34 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$27.84 
BNDX Vanguard Total International Bond ETF
-0.23%
-$65,224.5 
VB Vanguard Small-Cap ETF
-0.22%
-$114,042.56 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$53,974.4 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$100,175.02 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$442.08 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$3,865.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$48 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$124.72 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$63,536.1 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$28,256.66 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$777.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$58,037.16 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$115.71 
ALB Albemarle Corporation
-0.1%
-$2.64 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$14,592.72 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$9.65 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$17.43 
VO Vanguard Mid-Cap ETF
-0.05%
-$564 
V Visa Inc. Class A
-0.04%
-$6.72 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 957 | Longs Won 716/957 74% | Profit Factor 11.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.6M |
| Average Win $228,159.32 | Best Trade (Aug 07) $44.53M | Sharpe Ratio -9.4 |
| Average Loss -$58,166.12 | Worst Trade (Aug 03) -$1.8M | Z-Score 3.25 (99.89%) |
| Commissions $0 | Avg. Trade Length 2y 7m 2w 5d | Expectancy $156,070.82 |
| 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% | 0.28% |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
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 Matthew T. Miler?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Large-Cap Index Fund ETF Shares - $14.03M, Vanguard FTSE All-World ex-US ETF - $7.55M, Vanguard Intermediate-Term Corporate Bond Fund - $7.25M, Vanguard Small-Cap ETF - $5.87M, and Vanguard Total International Bond ETF - $5.59M. 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: Schwab Intermediate-Term U.S. Treasury ETF - $137,194.92, Vanguard S&P 500 ETF - $127,494.84, Schwab 5-10 Year Corporate Bond ETF - $78,051.91, Dimensional Short-Duration Fixed Income ETF - $34,888.97, 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 $45.4M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $7.29M, Vanguard Large-Cap Index Fund ETF Shares - $6.59M, Vanguard FTSE All-World ex-US ETF - $6.1M, Vanguard Total International Bond ETF - $5.64M, and Vanguard Intermediate-Term Treasury Fund - $5.23M. 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.
