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:
137.55%
Gain -5.53%
Monthly
1.39%
Yearly
18%
Drawdown
38.44%
$284.2M
Equity
Holdings
$284.2M
Investment
$209.49M
$129.22M
Profit -$9.85M
Realized
$54.51M
Unrealized
$74.71M
Dividends
$12.1M
Goals
Avg. 23.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-5.53%
Profit
-$9.85M
Win %
65%
This Week
Compared To Last Week
Gain
-4.27%
Profit
-$12.69M
Win %
65%
This Month
Compared to last month
Gain
-2.77%
Profit
-$8.1M
Win %
65%
This Year
Compared to last year
Gain
-10.56%
Profit
-$33.56M
Win %
66%
CLS Celestica Inc.
+6.21%
+$1.43M 
TXN Texas Instruments Inc
+5.17%
+$8,987.99 
MRVL Marvell Technology, Inc.
+4.76%
+$14,513.73 
APH Amphenol Corporation
+4.41%
+$37,778.88 
VRT Vertiv Holdings Co
+4.07%
+$183,274.08 
EWY iShares MSCI South Korea ETF
+3.79%
+$6,930 
VECO Veeco Instruments Inc.
+3.67%
+$163,324.92 
TER Teradyne, Inc.
+3.67%
+$370,649.37 
U Unity Software Inc.
+3.47%
+$272,431.62 
INTC Intel Corporation
+3.15%
+$713,254.01 
CROX Crocs, Inc.
+2.78%
+$113,680.28 
MKSI MKS Instruments Inc.
+2.71%
+$73,233 
GOOGL Alphabet Inc
+2.56%
+$65,812.92 
SVCO Silvaco Group, Inc.
+2.56%
+$2,233.29 
AAPL Apple Inc.
+2.51%
+$191,030.05 
KLAC KLA Corporation
+2.47%
+$4,905.61 
AMD Advanced Micro Devices, Inc.
+2.23%
+$9,448.63 
AMAT Applied Materials, Inc.
+1.91%
+$9,753.74 
APP AppLovin Corporation Class A Common Stock
+1.7%
+$117,133.12 
STM STMicroelectronics N.V.
+1.66%
+$37,770.6 
IGM iShares Expanded Tech Sector ETF
+1.58%
+$9,616.44 
AMZN Amazon.com Inc
+1.52%
+$20,375.6 
IEMG iShares Core MSCI Emerging Markets ETF
+1.43%
+$30,442.23 
AVGO Broadcom Inc.
+1.3%
+$9,004.82 
META Meta Platforms Inc Class A
+1.29%
+$11,456.78 
HD The Home Depot, Inc.
+1.25%
+$3,151.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.21%
+$129,644.79 
EFV iShares MSCI EAFE Value ETF
+1.12%
+$28,365 
LRCX Lam Research Corporation
+1.11%
+$5,089.68 
IEFA iShares Core MSCI EAFE ETF
+1.11%
+$68,043.25 
VT Vanguard Total World Stock ETF
+1.06%
+$126,918.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.05%
+$5,018.62 
PG Procter & Gamble Co
+1.05%
+$2,742 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.02%
+$167,089.37 
VRSN Verisign Inc.
+0.92%
+$194,115.93 
MSFT Microsoft Corp.
+0.84%
+$21,324.16 
AVDV Avantis International Small Cap Value ETF
+0.83%
+$7,320 
V Visa Inc. Class A
+0.81%
+$4,443.13 
VWO Vanguard FTSE Emerging Markets ETF
+0.8%
+$13,031.04 
CWB SPDR Bloomberg Convertible Securities ETF
+0.69%
+$2,847.6 
AU AngloGold Ashanti plc
+0.62%
+$2,555.52 
ORCL Oracle Corporation
+0.6%
+$2,083.8 
NVDA NVIDIA Corporation
+0.56%
+$21,764.8 
BAC Bank of America Corporation
+0.46%
+$1,595.58 
MA Mastercard Incorporated
+0.43%
+$1,116.84 
WMT Walmart Inc.
+0.43%
+$1,266.84 
FCNCA First Citizens BancShares, Inc.
+0.42%
+$12,948.3 
VDC VANGUARD CONSUMER STAPLES ETF
+0.36%
+$38,550.33 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+0.31%
+$4,631.13 
TGT Target Corporation
+0.28%
+$2,933.04 
PDD PDD Holdings Inc. American Depositary Shares
+0.22%
+$8,198.42 
COST Costco Wholesale Corporation
+0.16%
+$337.96 
LXU Lsb Industries Inc.
+0.13%
+$6,358.94 
BND Vanguard Total Bond Market Index Fund
+0.11%
+$1,726.56 
JNJ Johnson & Johnson
+0.07%
+$342.58 
GOVT iShares U.S. Treasury Bond ETF
+0.07%
+$174 
FLDR Fidelity Low Duration Bond ETF
+0.02%
+$65.52 
HUYA Huya Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VSCO Victoria's Secret & Co.
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$15.85M 
LAR Lithium Argentina AG
-4.6%
-$548,313.26 
UNH UnitedHealth Group Incorporated
-2.45%
-$6,533.37 
NU Nu Holdings Ltd.
-2.4%
-$196,149.6 
SFD Smithfield Foods, Inc.
-2.06%
-$144,027.83 
SQM Quimica y Minera Chilena S.A. ADR
-1.38%
-$189,808 
TWLO Twilio Inc.
-1.11%
-$13,438.53 
PAM Pampa Energia S.A. Sponsored ADR
-0.82%
-$38,882.47 
CIB Bancolombia S.A.
-0.51%
-$11,372.74 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.28%
-$210.15 
EC Ecopetrol S.A. Sponsored ADR
-0.25%
-$4,500 
TIP iShares TIPS Bond ETF
-0.25%
-$2,256.47 
LLY Eli Lilly and Company
-0.19%
-$880.72 
MRK Merck & Co., Inc.
-0.19%
-$524.46 Events
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Dividends
Dividend Analysis
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| Trades 624 | Longs Won 228/624 36% | Profit Factor 2.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.54M |
| Average Win $869,985.07 | Best Trade (Sep 11) $20.48M | Sharpe Ratio -15.15 |
| Average Loss -$174,592.87 | Worst Trade (Sep 09) -$4.62M | Z-Score -3.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3d | Expectancy $207,079.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.54% |
| Consecutive Losing Trades | 1,629 | 1,466 | 1,303 | 1,140 | 977 | 814 | 651 | 489 | 326 | 163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,268 | $4.13M | $7.79M | - | $3.66M | 88.53% | +2.514% |
| AMAT Applied Materials, Inc. | 1,125 | $205,953.75 | $520,515 | - | $314,561.25 | 152.73% | +1.91% |
| AMD Advanced Micro Devices, Inc. | 841 | $488,545.28 | $432,976.23 | - | -$55,569.05 | -11.37% | +2.231% |
| AMZN Amazon.com Inc | 5,320 | $886,950.4 | $1.36M | - | $473,480 | 53.38% | +1.521% |
| APH Amphenol Corporation | 10,672 | $263,470.34 | $894,206.88 | - | $630,736.54 | 239.4% | +4.411% |
| APP AppLovin Corporation Class A Common Stock | 21,935 | $11.3M | $7.02M | - | -$4.29M | -37.92% | +1.698% |
| ASHR Xtrackers Harvest CSI 300 China A-Shares ETF | 44,106 | $1.59M | $1.49M | - | -$105,828.69 | -6.64% | +0.312% |
| AU AngloGold Ashanti plc | 3,993 | $280,827.69 | $417,348.36 | - | $136,520.67 | 48.61% | +0.616% |
| AVDV Avantis International Small Cap Value ETF | 8,000 | $516,400 | $893,800 | - | $377,400 | 73.08% | +0.826% |
| AVGO Broadcom Inc. | 1,920 | $214,329.6 | $701,798.4 | - | $487,468.8 | 227.44% | +1.3% |
| BAC Bank of America Corporation | 5,502 | $208,635.84 | $345,800.7 | - | $137,164.86 | 65.74% | +0.464% |
| BND Vanguard Total Bond Market Index Fund | 21,582 | $1.83M | $1.54M | - | -$289,198.8 | -15.81% | +0.112% |
| CIB Bancolombia S.A. | 21,458 | $1.71M | $2.2M | - | $491,173.62 | 28.72% | -0.514% |
| CLS Celestica Inc. | 70,785 | $4.06M | $24.45M | - | $20.39M | 502.53% | +6.214% |
| COST Costco Wholesale Corporation | 238 | $202,297.62 | $215,104.4 | - | $12,806.78 | 6.33% | +0.157% |
| CROX Crocs, Inc. | 37,635 | $4.72M | $4.21M | - | -$507,297.22 | -10.76% | +2.776% |
| CWB SPDR Bloomberg Convertible Securities ETF | 4,068 | $299,945.12 | $417,702.24 | - | $117,757.12 | 39.26% | +0.686% |
| EC Ecopetrol S.A. Sponsored ADR | 100,000 | $1.42M | $1.8M | - | $378,500 | 26.58% | -0.249% |
| EFV iShares MSCI EAFE Value ETF | 31,000 | $1.56M | $2.55M | - | $990,295 | 63.4% | +1.124% |
| EWY iShares MSCI South Korea ETF | 1,000 | $201,899.99 | $189,710 | - | -$12,189.99 | -6.04% | +3.791% |
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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 - $22.48M, Vertiv Holdings Co - $13.53M, New Oriental Education & Technology Group Inc - $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 - $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 $12.1M earned over time. The largest contributors to dividend income include Bancolombia S.A - $1.21M, VANGUARD CONSUMER STAPLES ETF - $1.06M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.02M, Vanguard Total World Stock ETF - $924,382.58, and VANGUARD TOTAL STOCK MKT ETF - $876,615.81. 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.
