MRC
Martin R. Curiel Portfolio
Invests via MYECFO, LLC | Managed by Martin R. Curiel
Invests via MYECFO, LLC
Managed by Martin R. Curiel
Automatically Tracked
Martin R. Curiel Profile
Venture investor and operating executive focused on fintech, enterprise software and real assets. Martin R. Curiel brings operational experience running growth-stage businesses and sourcing early-stage investments, with a track record of board roles, capital formation and cross-border deal execution.
Venture investor and operating executive focused on fintech, enterprise software and real assets. Martin R. Curiel brings operational experience running growth-stage businesses and sourcing early-stage investments, with a track record of board roles, capital formation and cross-border deal execution.
Investment Philosophy & Strategy
Combines operator-led diligence with stage-agnostic capital allocation, prioritizing fintech, enterprise software and real assets where product-market fit aligns with scalable unit economics. Seeks founder-led teams and defensible technical moats, favoring seed to growth rounds with 3–7 year value-creation horizons. Emphasizes board engagement, active capital formation, cross-border sourcing and pragmatic downside protection through staged investments, governance controls and operational levers to accelerate commercialization and exit optionality.
Combines operator-led diligence with stage-agnostic capital allocation, prioritizing fintech, enterprise software and real assets where product-market fit aligns with scalable unit economics. Seeks founder-led teams and defensible technical moats, favoring seed to growth rounds with 3–7 year value-creation horizons. Emphasizes board engagement, active capital formation, cross-border sourcing and pragmatic downside protection through staged investments, governance controls and operational levers to accelerate commercialization and exit optionality.
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:
57.95%
Gain -0.77%
Monthly
1.32%
Yearly
17.04%
Drawdown
14.84%
$267.16M
Equity
Holdings
$267.16M
Investment
$188.42M
$95.71M
Profit -$1.46M
Realized
$16.97M
Unrealized
$78.73M
Dividends
$13.11M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.77%
Profit
-$1.46M
Win %
70%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$2.34M
Win %
70%
This Month
Compared to last month
Gain
-0.54%
Profit
-$1.46M
Win %
70%
This Year
Compared to last year
Gain
0.86%
Profit
$2.28M
Win %
72%
SNOW Snowflake Inc.
+1.27%
+$3,915.31 
GOOGL Alphabet Inc
+0.91%
+$49,060.07 
TSLA Tesla, Inc.
+0.7%
+$3,700.72 
AFRM Affirm Holdings, Inc.
+0.05%
+$556.84 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
+0.05%
+$369.19 
DSI iShares MSCI KLD 400 Social ETF
+0.04%
+$209.97 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$109.48 
XLF Financial Select Sector SPDR Fund
+0.04%
+$76.4 
ARWR Arrowhead Pharmaceuticals Inc.
+0.03%
+$524.91 
VDE Vanguard Energy ETF
+0.03%
+$96.1 
BOX Box Inc.
+0.03%
+$161.72 
SCHY Schwab International Dividend Equity ETF
+0.03%
+$257.36 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.02%
+$1,266.31 
CMF iShares California Muni Bond ETF
+0.02%
+$2,416.09 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$1,826.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$4,722.97 
GLDM SPDR Gold MiniShares Trust
+0.01%
+$266.51 
IWD iShares Russell 1000 Value ETF
+0.01%
+$246.45 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$324.45 
VNQ Vanguard Real Estate ETF
+0.01%
+$76.97 
IVV iShares Core S&P 500 ETF
+0.01%
+$25.68 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.01%
+$389.73 
MUB iShares National Muni Bond ETF
+0.01%
+$54.55 
GNMA iShares GNMA Bond ETF
0%
+$22.69 
ATAI AtaiBeckley Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
OPEN Opendoor Technologies Inc.
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
DWX SPDR S&P International Dividend ETF
0%
$0 
EWA iShares MSCI Australia ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IGOV iShares International Treasury Bond ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SIVR abrdn Physical Silver Shares ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
MUNY Vanguard New York Tax-Exempt Bond Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
NEA Nuveen AMT-Free Quality Municipal Income Fund
0%
$0 
NVDA NVIDIA Corporation
-2.86%
-$24,479.83 
AAPL Apple Inc.
-1.62%
-$47,566.74 
VGT Vanguard Information Technology ETF
-0.99%
-$9,100.8 
VT Vanguard Total World Stock ETF
-0.2%
-$14,104.2 
XOM Exxon Mobil Corporation
-0.06%
-$157.1 
XCEM Columbia EM Core ex-China ETF
-0.06%
-$317.7 
IXN iShares Global Tech ETF
-0.06%
-$112.01 
AVGO Broadcom Inc.
-0.06%
-$702.71 
SCHE Schwab Emerging Markets Equity ETF
-0.05%
-$2,155.22 
META Meta Platforms Inc Class A
-0.05%
-$219.15 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$405.74 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$921.55 
VPU Vanguard Utilities ETF
-0.02%
-$80.82 
GOOG Alphabet Inc
-0.02%
-$861.49 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$92.8 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$2,814.6 
MSFT Microsoft Corp.
-0.02%
-$129.87 
IWM iShares Russell 2000 ETF
-0.02%
-$56.7 
NYF iShares New York Muni Bond ETF
-0.02%
-$1,127.53 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$123.34 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$68.79 
PG Procter & Gamble Co
-0.02%
-$36.81 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$12,885.27 
AMZN Amazon.com Inc
-0.01%
-$495.12 
VOO Vanguard S&P 500 ETF
-0.01%
-$510.04 
SCHA Schwab U.S. Small-Cap ETF
-0.01%
-$174.66 
IAU iShares Gold Trust
-0.01%
-$190.65 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$71.07 
VUG Vanguard Growth ETF
-0.01%
-$138.12 
QQQ Invesco QQQ Trust, Series 1
0%
-$10.69 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 729 | Longs Won 544/729 74% | Profit Factor 15.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.17M |
| Average Win $188,399.03 | Best Trade (Aug 17) $27.17M | Sharpe Ratio -10.61 |
| Average Loss -$36,662.12 | Worst Trade (Sep 29) -$2.6M | Z-Score 7.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 5d | Expectancy $131,284.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.47% |
| Consecutive Losing Trades | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,382 | $1.69M | $2.89M | - | $1.2M | 71.27% | -1.618% |
| AFRM Affirm Holdings, Inc. | 13,921 | $423,194.14 | $1.05M | - | $624,917.95 | 147.67% | +0.053% |
| AMZN Amazon.com Inc | 12,375 | $1.15M | $3.4M | - | $2.25M | 195.23% | -0.015% |
| ARWR Arrowhead Pharmaceuticals Inc. | 17,497 | $500,414.01 | $1.53M | - | $1.03M | 206.57% | +0.034% |
| ATAI AtaiBeckley Inc. | 10,389 | $42,594.9 | $75,320.25 | - | $32,725.35 | 76.83% | 0.0 |
| AVGO Broadcom Inc. | 2,990 | $1.03M | $1.28M | - | $246,096.12 | 23.84% | -0.055% |
| BND Vanguard Total Bond Market Index Fund | 9,685 | $702,155.66 | $701,194 | - | -$961.66 | -0.14% | 0.0 |
| BNDX Vanguard Total International Bond ETF | 11,193 | $544,096.53 | $536,704.35 | - | -$7,392.18 | -1.36% | 0.0 |
| BOX Box Inc. | 16,172 | $468,275.21 | $537,719 | - | $69,443.79 | 14.83% | +0.03% |
| BRK-B Berkshire Hathaway Inc. | 1,066 | $329,148.63 | $556,238.8 | - | $227,090.17 | 68.99% | 0.0 |
| CMF iShares California Muni Bond ETF | 241,609 | $13.42M | $13.73M | - | $316,885.31 | 2.36% | +0.018% |
| CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | 88,576 | $8.5M | $8.43M | - | -$64,135.32 | -0.75% | +0.005% |
| DSI iShares MSCI KLD 400 Social ETF | 3,500 | $359,871.38 | $515,830 | - | $155,958.62 | 43.34% | +0.041% |
| DWX SPDR S&P International Dividend ETF | 4,731 | $202,026.33 | $228,176.13 | - | $26,149.8 | 12.94% | 0.0 |
| EWA iShares MSCI Australia ETF | 13,810 | $383,366 | $419,962.1 | - | $36,596.1 | 9.55% | 0.0 |
| GLDM SPDR Gold MiniShares Trust | 26,651 | $1.46M | $2.29M | - | $830,766.1 | 56.9% | +0.012% |
| GNMA iShares GNMA Bond ETF | 45,377 | $1.98M | $1.98M | - | -$60.84 | - | +0.001% |
| GOOG Alphabet Inc | 10,770 | $1.49M | $3.81M | - | $2.31M | 155.09% | -0.023% |
| GOOGL Alphabet Inc | 15,236 | $2.46M | $5.45M | - | $2.99M | 121.73% | +0.909% |
| IAGG iShares International Aggregate Bond Fund | 9,580 | $484,748 | $479,287.39 | - | -$5,460.61 | -1.13% | 0.0 |
No 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 Martin R. Curiel?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P Oil & Gas Exploration & Production ETF - $12.57M, Schwab U.S. Broad Market ETF - $3.16M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.87M, Schwab International Equity ETF - $2.16M, and Vanguard Total World Stock ETF - $1.64M. 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: SPDR S&P Kensho Future Security ETF - $2.57M, Vanguard Total Bond Market Index Fund - $1.04M, Vanguard Dividend Appreciation ETF - $604,786.33, iShares International Developed Property ETF - $149,410.75, and SPDR Portfolio S&P 600 Small Cap ETF - $123,656.94. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Martin R. Curiel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.11M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $2.01M, Schwab International Equity ETF - $1.35M, Schwab U.S. Aggregate Bond ETF - $1.16M, iShares California Muni Bond ETF - $1.12M, and Schwab U.S. Broad Market ETF - $1.02M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Martin R. Curiel's monthly returns?
Martin R. Curiel's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Martin R. Curiel's strategy be considered aggressive or moderate?
Martin R. Curiel's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Martin R. Curiel's strategy?
Martin R. Curiel's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
