Matthew Fong Portfolio
Invests via Seldon Capita LLP | Managed by Matthew Fong
Invests via Seldon Capita LLP
Managed by Matthew Fong
Automatically Tracked
Matthew Fong Profile
Matthew Fong has a distinguished career as an investor-operator, blending his extensive financial expertise with operational acumen. Known for steering entrepreneurial initiatives and strategic ventures, he has held leadership roles across various sectors including technology and finance. His involvement in scaling startups showcases his capability to drive innovation while navigating the complexities of market dynamics. As a former state treasurer, he possesses significant experience in managing large-scale financial operations that resonate within both public and private markets. Fong's unique perspective positions him as a key figure at the intersection of finance and entrepreneurship.
Matthew Fong has a distinguished career as an investor-operator, blending his extensive financial expertise with operational acumen. Known for steering entrepreneurial initiatives and strategic ventures, he has held leadership roles across various sectors including technology and finance. His involvement in scaling startups showcases his capability to drive innovation while navigating the complexities of market dynamics. As a former state treasurer, he possesses significant experience in managing large-scale financial operations that resonate within both public and private markets. Fong's unique perspective positions him as a key figure at the intersection of finance and entrepreneurship.
Investment Philosophy & Strategy
Matthew Fong’s approach to investment leverages his deep entrepreneurial roots combined with a strong operational focus. With a history of leading technology and finance ventures, he identifies opportunities for innovation where market dynamics are ripe for disruption. His experience as a state treasurer informs his prudent capital allocation strategies, ensuring that every decision is grounded in sound fiscal management. This blend of creativity and discipline allows him to navigate complex financial landscapes effectively, making strategic moves that position investments for long-term success.
Matthew Fong’s approach to investment leverages his deep entrepreneurial roots combined with a strong operational focus. With a history of leading technology and finance ventures, he identifies opportunities for innovation where market dynamics are ripe for disruption. His experience as a state treasurer informs his prudent capital allocation strategies, ensuring that every decision is grounded in sound fiscal management. This blend of creativity and discipline allows him to navigate complex financial landscapes effectively, making strategic moves that position investments for long-term success.
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:
142.77%
Gain +0.76%
Monthly
1.31%
Yearly
16.91%
Drawdown
38.44%
$272.94M
Equity
Holdings
$272.94M
Investment
$209.49M
$118.52M
Profit +$1.92M
Realized
$55.06M
Unrealized
$63.46M
Dividends
$12.59M
Goals
Avg. 14.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.76%
Profit
$1.92M
Win %
61%
This Week
Compared To Last Week
Gain
0.71%
Profit
$1.92M
Win %
61%
This Month
Compared to last month
Gain
-7.78%
Profit
-$23.02M
Win %
61%
This Year
Compared to last year
Gain
-14.13%
Profit
-$44.9M
Win %
63%
SVCO Silvaco Group, Inc.
+9%
+$7,230.06 
LXU LSB Industries, Inc.
+6.47%
+$271,314.56 
CLS Celestica Inc.
+4.82%
+$886,935.34 
VSXY Victoria's Secret & Co.
+4.58%
+$31,241.6 
VECO Veeco Instruments Inc.
+4.34%
+$184,733.8 
INTC Intel Corporation
+4.28%
+$840,984.12 
LRCX Lam Research Corp.
+4.23%
+$14,999.58 
MKSI MKS Inc.
+4.12%
+$83,327 
KLAC KLA Corporation
+3.7%
+$6,036.8 
AMAT Applied Materials Inc.
+3.6%
+$15,288.76 
TER Teradyne, Inc.
+3.2%
+$269,996.73 
VRT Vertiv Holdings Co Class A Common Stock
+3.17%
+$111,668.48 
STM STMicroelectronics N.V.
+3.12%
+$61,826.87 
AVGO Broadcom Inc.
+3.04%
+$18,796.8 
APH Amphenol Corp. Class A Common Stock
+2.74%
+$21,664.2 
AMD Advanced Micro Devices Inc.
+2.73%
+$11,883.33 
TXN Texas Instruments Inc.
+2.73%
+$5,214.72 
NVDA NVIDIA Corporation
+2.68%
+$100,974.4 
VRSN VeriSign, Inc.
+2.61%
+$570,329.37 
MRVL Marvell Technology Inc.
+2.6%
+$7,958.06 
AU AngloGold Ashanti plc
+1.95%
+$6,508.59 
IGM iShares Expanded Tech Sector ETF
+1.61%
+$9,616.44 
CROX Crocs, Inc.
+1.43%
+$64,355.85 
EWY iShares MSCI South Korea ETF
+1.27%
+$1,920.01 
AVDV Avantis International Small Cap Value ETF
+1.13%
+$9,520 
MSFT Microsoft Corporation Common Stock
+0.95%
+$25,681.26 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.94%
+$4,457.8 
VTI Vanguard Total Stock Market ETF
+0.92%
+$150,227.14 
BAC Bank of America Corporation
+0.87%
+$2,420.88 
SQM Sociedad Química y Minera de Chile S.A. ADR
+0.82%
+$89,209.76 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+0.81%
+$11,026.5 
JNJ Johnson & Johnson
+0.75%
+$3,408.87 
VT Vanguard Total World Stock ETF
+0.67%
+$79,325.11 
ORCL Oracle Corporation
+0.65%
+$1,857.3 
AMZN Amazon.com Inc
+0.64%
+$8,432.25 
IEFA iShares Core MSCI EAFE ETF
+0.63%
+$37,767.12 
VEA Vanguard FTSE Developed Markets ETF
+0.63%
+$64,822.39 
EFV iShares MSCI EAFE Value ETF
+0.6%
+$14,725 
CWB SPDR Bloomberg Convertible Securities ETF
+0.48%
+$1,871.28 
WMT Walmart Inc.
+0.39%
+$1,294.38 
META Meta Platforms Inc Class A
+0.28%
+$2,446.14 
TWLO Twilio Inc. Class A Common Stock
+0.25%
+$3,451.14 
APP AppLovin Corporation Class A Common Stock
+0.17%
+$9,651.4 
BND Vanguard Total Bond Market ETF
+0.14%
+$2,158.2 
LLY Eli Lilly and Company
+0.12%
+$626.2 
FCNCA First Citizens BancShares, Inc. Class A Common Stock
+0.07%
+$2,509.37 
COST Costco Wholesale Corp
+0.05%
+$128.52 
FLDR Fidelity Low Duration Bond Factor ETF
+0.05%
+$163.8 
GOVT iShares U.S. Treasury Bond ETF
+0.04%
+$116 
HUYA Huya Inc. Sponsored ADR
0%
$0 
TLNE TALEN ENERGY CORP NEW
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SBS Companhia de Saneamento Básico do Estado de São Paulo - SABESP ADR
-26.02%
-$23,326.65 
NU Nu Holdings Ltd. Class A Ordinary Shares
-18.73%
-$1.55M 
PAM Pampa Energía S.A. Sponsored ADR
-4.57%
-$194,948.68 
CIB Grupo Cibest S.A. ADR
-2.62%
-$55,147.06 
MRK Merck & Co., Inc.
-2.35%
-$6,386.93 
EC Ecopetrol S.A. Sponsored ADR
-2.25%
-$40,000 
TGT Target Corp.
-1.94%
-$19,764.69 
MA Mastercard Inc. Class A Common Stock
-1.65%
-$4,666.17 
SFD Smithfield Foods, Inc.
-1.56%
-$98,277.81 
UNH UnitedHealth Group Inc.
-1.41%
-$4,039.56 
V Visa Inc. Class A
-1.13%
-$6,874.11 
PDD PDD Holdings Inc. American Depositary Receipt
-0.89%
-$33,767.85 
U Unity Software Inc.
-0.87%
-$66,241.93 
PG The Procter & Gamble Company
-0.87%
-$2,559.21 
AAPL Apple Inc.
-0.66%
-$53,632.74 
LAR Lithium Argentina AG
-0.59%
-$46,467.22 
HD The Home Depot, Inc.
-0.46%
-$1,204.49 
VWO Vanguard FTSE Emerging Markets ETF
-0.4%
-$6,108.3 
IEMG iShares Core MSCI Emerging Markets ETF
-0.3%
-$5,854.27 
VDC Vanguard Consumer Staples ETF
-0.26%
-$29,269.69 
GOOGL Alphabet Inc
-0.02%
-$463.28 
TIP iShares TIPS Bond ETF
-0.01%
-$42.58 Events
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Dividends
Dividend Analysis
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No Data
| Trades 624 | Longs Won 223/624 35% | Profit Factor 2.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.41M |
| Average Win $847,714.24 | Best Trade (Oct 14) $18.99M | Sharpe Ratio -15.15 |
| Average Loss -$175,872.67 | Worst Trade (Oct 26) -$5.58M | Z-Score -5.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 3d | Expectancy $189,928.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.4% |
| Consecutive Losing Trades | 1,553 | 1,398 | 1,242 | 1,087 | 932 | 776 | 621 | 466 | 311 | 155 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,268 | $4.13M | $8.04M | - | $3.91M | 94.53% | -0.663% |
| AMAT Applied Materials Inc. | 1,125 | $205,953.75 | $439,683.75 | - | $233,730 | 113.49% | +3.602% |
| AMD Advanced Micro Devices Inc. | 841 | $488,545.28 | $446,503.72 | - | -$42,041.56 | -8.61% | +2.734% |
| AMZN Amazon.com Inc | 5,320 | $886,950.4 | $1.33M | - | $440,841.85 | 49.7% | +0.639% |
| APH Amphenol Corp. Class A Common Stock | 10,672 | $263,470.34 | $812,352.64 | - | $548,882.3 | 208.33% | +2.74% |
| APP AppLovin Corporation Class A Common Stock | 21,935 | $11.3M | $5.72M | - | -$5.58M | -49.4% | +0.169% |
| ASHR Xtrackers Harvest CSI 300 China A-Shares ETF | 44,106 | $1.59M | $1.37M | - | -$226,458.6 | -14.21% | +0.813% |
| AU AngloGold Ashanti plc | 3,993 | $280,827.69 | $340,283.46 | - | $59,455.77 | 21.17% | +1.95% |
| AVDV Avantis International Small Cap Value ETF | 8,000 | $516,400 | $849,120 | - | $332,720 | 64.43% | +1.134% |
| AVGO Broadcom Inc. | 1,920 | $214,329.6 | $636,422.4 | - | $422,092.8 | 196.94% | +3.043% |
| BAC Bank of America Corporation | 5,502 | $208,635.84 | $280,602 | - | $71,966.16 | 34.49% | +0.87% |
| BND Vanguard Total Bond Market ETF | 21,582 | $1.83M | $1.54M | - | -$290,277.9 | -15.87% | +0.14% |
| CIB Grupo Cibest S.A. ADR | 21,458 | $1.71M | $2.05M | - | $337,534.34 | 19.74% | -2.622% |
| CLS Celestica Inc. | 70,785 | $4.06M | $19.29M | - | $15.23M | 375.39% | +4.819% |
| COST Costco Wholesale Corp | 238 | $202,297.62 | $238,918.68 | - | $36,621.06 | 18.1% | +0.054% |
| CROX Crocs, Inc. | 37,635 | $4.72M | $4.55M | - | -$165,217.65 | -3.5% | +1.434% |
| CWB SPDR Bloomberg Convertible Securities ETF | 4,068 | $299,945.12 | $388,941.48 | - | $88,996.36 | 29.67% | +0.483% |
| EC Ecopetrol S.A. Sponsored ADR | 100,000 | $1.42M | $1.74M | - | $316,000 | 22.19% | -2.247% |
| EFV iShares MSCI EAFE Value ETF | 31,000 | $1.56M | $2.46M | - | $896,675 | 57.4% | +0.602% |
| EWY iShares MSCI South Korea ETF | 1,000 | $201,899.99 | $153,180 | - | -$48,719.99 | -24.13% | +1.269% |
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FAQ
Which stocks have generated the highest profits for Matthew Fong?
The largest contributions to the portfolio's profits come from the following stocks: Celestica Inc - $24.12M, Reddit Inc. Class A Common Stock - $22.48M, Vertiv Holdings Co Class A Common Stock - $13.53M, New Oriental Education & Technology Group Inc. Sponsored ADR - $8.27M, and TALEN ENERGY CORP NEW - $3.42M. 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: iShares MSCI China ETF - $5.02M, Advanced Micro Devices Inc - $4.06M, Bentley Systems, Incorporated Class B Common Stock - $3.59M, Unity Software Inc - $2.88M, and lululemon athletica inc - $2.6M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Fong's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.59M earned over time. The largest contributors to dividend income include Grupo Cibest S.A. ADR - $1.24M, Vanguard Consumer Staples ETF - $1.12M, Vanguard FTSE Developed Markets ETF - $1.05M, Vanguard Total World Stock ETF - $955,235.97, and Vanguard Total Stock Market ETF - $918,464.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Fong's monthly returns?
Matthew Fong'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 Fong's strategy be considered aggressive or moderate?
Matthew Fong'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 Fong's strategy?
Matthew Fong's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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