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:
61.14%
Gain -0.19%
Monthly
1.23%
Yearly
15.75%
Drawdown
14.84%
$263.18M
Equity
Holdings
$263.18M
Investment
$188.44M
$91.71M
Profit -$435,099.51
Realized
$16.97M
Unrealized
$74.74M
Dividends
$13.86M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$435,099.51
Win %
69%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$1.97M
Win %
69%
This Month
Compared to last month
Gain
0.3%
Profit
$791,481.64
Win %
69%
This Year
Compared to last year
Gain
-0.64%
Profit
-$1.71M
Win %
71%
PG Procter & Gamble Co
+1.29%
+$2,975.46 
VPU Vanguard Utilities ETF
+1.25%
+$4,041 
XLU Utilities Select Sector SPDR Fund
+1.25%
+$4,825.6 
VDE Vanguard Energy ETF
+1.14%
+$4,065.03 
AAPL Apple Inc.
+0.93%
+$29,740.94 
SCHD Schwab U.S. Dividend Equity ETF
+0.85%
+$26,725.13 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.85%
+$4,241.5 
VNQ Vanguard Real Estate ETF
+0.83%
+$5,849.72 
SCHY Schwab International Dividend Equity ETF
+0.81%
+$6,820.04 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$4,493.19 
XLF Financial Select Sector SPDR Fund
+0.8%
+$1,680.8 
XOM Exxon Mobil Corporation
+0.72%
+$2,067.52 
SCHF Schwab International Equity ETF
+0.56%
+$87,738.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$155,858.01 
DWX SPDR S&P International Dividend ETF
+0.45%
+$987.83 
EWA iShares MSCI Australia ETF
+0.42%
+$1,657.2 
SCHV Schwab U.S. Large-Cap Value ETF
+0.26%
+$6,866.1 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$1,421.39 
SCHP Schwab U.S. TIPS ETF
+0.22%
+$1,356.74 
NVDA NVIDIA Corporation
+0.21%
+$1,756.74 
IWD iShares Russell 1000 Value ETF
+0.21%
+$4,353.95 
GNMA iShares GNMA Bond ETF
+0.2%
+$3,852.51 
IGOV iShares International Treasury Bond ETF
+0.2%
+$1,331.68 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.18%
+$22,516.8 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
+0.15%
+$1,107.57 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$871.65 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.13%
+$7,597.83 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.12%
+$10,053.38 
VEU Vanguard FTSE All-World ex-US ETF
+0.1%
+$2,595.6 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$243.26 
SCMB Schwab Municipal Bond ETF
+0.06%
+$2,508.45 
IAGG iShares International Aggregate Bond Fund
+0.04%
+$191.6 
NYF iShares New York Muni Bond ETF
+0.01%
+$563.65 
CMF iShares California Muni Bond ETF
+0.01%
+$1,208.05 
ATAI AtaiBeckley Inc.
0%
$0 
OPEN Opendoor Technologies Inc.
0%
$0 
MUNY Vanguard New York Tax-Exempt Bond Fund
0%
$0 
SNOW Snowflake Inc.
-7.13%
-$22,227.01 
INTC Intel Corporation
-4%
-$6,436.7 
AVGO Broadcom Inc.
-2.55%
-$26,282.07 
META Meta Platforms Inc Class A
-2.14%
-$12,111.73 
ARWR Arrowhead Pharmaceuticals Inc.
-2.12%
-$21,696.28 
VGT Vanguard Information Technology ETF
-1.7%
-$15,774.72 
IXN iShares Global Tech ETF
-1.58%
-$3,136 
MSFT Microsoft Corp.
-1.53%
-$10,755.72 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$7,027.44 
GOOGL Alphabet Inc
-1.33%
-$70,695.04 
GOOG Alphabet Inc
-1.2%
-$44,587.8 
XCEM Columbia EM Core ex-China ETF
-1.05%
-$5,453.85 
VUG Vanguard Growth ETF
-1.02%
-$12,637.98 
BOX Box Inc.
-0.99%
-$6,307.08 
TSLA Tesla, Inc.
-0.89%
-$5,213.16 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$89,483.8 
SCHE Schwab Emerging Markets Equity ETF
-0.83%
-$32,328.3 
IWM iShares Russell 2000 ETF
-0.82%
-$2,145.14 
SCHA Schwab U.S. Small-Cap ETF
-0.69%
-$7,859.48 
DSI iShares MSCI KLD 400 Social ETF
-0.61%
-$3,150 
AFRM Affirm Holdings, Inc.
-0.49%
-$5,150.77 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$360,787.7 
AMZN Amazon.com Inc
-0.47%
-$14,726.13 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$14,297.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.44%
-$1,696.81 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$5,344.88 
VOO Vanguard S&P 500 ETF
-0.39%
-$12,885.25 
IVV iShares Core S&P 500 ETF
-0.37%
-$1,234.77 
VT Vanguard Total World Stock ETF
-0.29%
-$19,660.4 
VO Vanguard Mid-Cap ETF
-0.2%
-$1,062.6 
SIVR abrdn Physical Silver Shares ETF
-0.16%
-$4,371.3 
VSGX Vanguard ESG International Stock ETF
-0.1%
-$506.4 
IAU iShares Gold Trust
-0.08%
-$1,143.9 
BNDX Vanguard Total International Bond ETF
-0.06%
-$335.79 
MUB iShares National Muni Bond ETF
-0.04%
-$436.44 
GLDM SPDR Gold MiniShares Trust
-0.04%
-$799.53 Events
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Dividends
Dividend Analysis
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| Trades 729 | Longs Won 537/729 73% | Profit Factor 12.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $185,090.61 | Best Trade (Oct 15) $26.06M | Sharpe Ratio -10.61 |
| Average Loss -$39,994.11 | Worst Trade (Sep 29) -$2.6M | Z-Score 4.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 6d | Expectancy $125,809.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.58% |
| Consecutive Losing Trades | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,382 | $1.69M | $3.24M | - | $1.55M | 91.78% | +0.927% |
| AFRM Affirm Holdings, Inc. | 13,921 | $423,194.14 | $1.05M | - | $628,537.41 | 148.52% | -0.487% |
| AMZN Amazon.com Inc | 12,375 | $1.15M | $3.14M | - | $1.99M | 172.78% | -0.467% |
| ARWR Arrowhead Pharmaceuticals Inc. | 17,497 | $500,414.01 | $1M | - | $501,464.21 | 100.21% | -2.12% |
| ATAI AtaiBeckley Inc. | 10,389 | $54,750 | $54,750 | - | - | - | 0.0 |
| AVGO Broadcom Inc. | 2,990 | $1.03M | $1M | - | -$28,939 | -2.8% | -2.553% |
| BND Vanguard Total Bond Market Index Fund | 9,685 | $702,155.66 | $686,666.5 | - | -$15,489.16 | -2.21% | +0.127% |
| BNDX Vanguard Total International Bond ETF | 11,193 | $544,096.53 | $528,085.74 | - | -$16,010.79 | -2.94% | -0.064% |
| BOX Box Inc. | 16,172 | $468,275.21 | $632,163.48 | - | $163,888.27 | 35% | -0.988% |
| BRK-B Berkshire Hathaway Inc. | 1,066 | $329,148.63 | $564,868.07 | - | $235,719.44 | 71.61% | +0.802% |
| CMF iShares California Muni Bond ETF | 241,609 | $13.42M | $13.24M | - | -$177,205.1 | -1.32% | +0.009% |
| CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | 88,576 | $8.5M | $8.22M | - | -$281,607.11 | -3.31% | +0.122% |
| DSI iShares MSCI KLD 400 Social ETF | 3,500 | $359,871.38 | $513,205 | - | $153,333.62 | 42.61% | -0.61% |
| DWX SPDR S&P International Dividend ETF | 4,731 | $202,026.33 | $221,121.26 | - | $19,094.93 | 9.45% | +0.449% |
| EWA iShares MSCI Australia ETF | 13,810 | $383,366 | $399,523.3 | - | $16,157.3 | 4.21% | +0.417% |
| GLDM SPDR Gold MiniShares Trust | 26,651 | $1.46M | $2.2M | - | $740,152.7 | 50.69% | -0.036% |
| GNMA iShares GNMA Bond ETF | 45,377 | $1.98M | $1.92M | - | -$57,485.44 | -2.9% | +0.201% |
| GOOG Alphabet Inc | 10,770 | $1.49M | $3.67M | - | $2.18M | 145.98% | -1.2% |
| GOOGL Alphabet Inc | 15,236 | $2.46M | $5.25M | - | $2.79M | 113.7% | -1.329% |
| IAGG iShares International Aggregate Bond Fund | 9,580 | $484,748 | $472,773 | - | -$11,975 | -2.47% | +0.041% |
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Option values are updated at end of day.
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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 - $3.37M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.96M, Schwab International Equity ETF - $2.16M, and Vanguard Total World Stock ETF - $1.65M. 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 - $1.03M, Vanguard Dividend Appreciation ETF - $602,583.16, 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 $13.86M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $2.09M, Schwab International Equity ETF - $1.35M, Schwab U.S. Aggregate Bond ETF - $1.25M, Schwab U.S. Broad Market ETF - $1.23M, and iShares California Muni Bond ETF - $1.15M. 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.
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