Matthew Fong Portfolio
Invests via Seldon Capita LLP | Managed by Matthew Fong
Invests via Seldon Capita LLP
Managed by Matthew Fong
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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:
165.14%
Gain +0.85%
Monthly
1.58%
Yearly
20.72%
Drawdown
37.59%
$287.51M
Equity
Holdings
$287.51M
Investment
$203.82M
$146.6M
Profit +$2.9M
Realized
$62.92M
Unrealized
$83.69M
Dividends
$11.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.85%
Profit
$2.9M
Win %
74%
This Week
Compared To Last Week
Gain
1.37%
Profit
$3.89M
Win %
74%
This Month
Compared to last month
Gain
-5.79%
Profit
-$17.65M
Win %
74%
This Year
Compared to last year
Gain
6.18%
Profit
$16.73M
Win %
75%
VSCO Victoria's Secret & Co.
+6.15%
+$37,625.1 
U Unity Software Inc.
+4.9%
+$69,545.92 
TER Teradyne, Inc.
+4.45%
+$391,755.27 
INTC Intel Corporation
+3.5%
+$752,816.2 
NU Nu Holdings Ltd.
+3.16%
+$290,057.79 
PDD PDD Holdings Inc. American Depositary Shares
+2.85%
+$121,341.6 
CLS Celestica Inc.
+2.71%
+$577,605.6 
AVGO Broadcom Inc.
+2.7%
+$19,228.8 
ISRG Intuitive Surgical, Inc.
+2.27%
+$3,622.08 
GBTC Grayscale Bitcoin Trust ETF
+2.03%
+$56,661 
BTC Grayscale Bitcoin Mini Trust ETF
+1.99%
+$7,469.86 
CF CF Industries Holdings, Inc.
+1.98%
+$100,000.8 
MSFT Microsoft Corp.
+1.75%
+$35,318.14 
GOOGL Alphabet Inc
+1.67%
+$44,621.68 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+1.41%
+$20,950.35 
VRT Vertiv Holdings Co
+1.32%
+$73,654.92 
AMZN Amazon.com Inc
+1.31%
+$17,236.8 
PAM Pampa Energia S.A. Sponsored ADR
+1.29%
+$68,324.42 
IGM iShares Expanded Tech Sector ETF
+0.98%
+$5,697.93 
V Visa Inc. Class A
+0.83%
+$4,443.12 
FSLY Fastly, Inc.
+0.8%
+$24,958.72 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$14,570.64 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.73%
+$1,747.32 
CWB SPDR Bloomberg Convertible Securities ETF
+0.7%
+$2,888.28 
BSY Bentley Systems, Incorporated Class B
+0.65%
+$166,608.54 
META Meta Platforms Inc Class A
+0.64%
+$5,680.01 
HUYA Huya Inc.
+0.62%
+$34,156.68 
MA Mastercard Incorporated
+0.52%
+$1,280.29 
VWO Vanguard FTSE Emerging Markets ETF
+0.41%
+$6,379.78 
NVDA NVIDIA Corporation
+0.2%
+$7,046.8 
LXU Lsb Industries Inc.
+0.18%
+$3,066.36 
APH Amphenol Corporation
+0.11%
+$453.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.11%
+$517.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.09%
+$14,890.88 
SFD Smithfield Foods, Inc.
+0.08%
+$5,496.74 
VT Vanguard Total World Stock ETF
+0.03%
+$3,777.35 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$15.85M 
LAR Lithium Argentina AG
-6.92%
-$817,823.16 
SQM Quimica y Minera Chilena S.A. ADR
-3.54%
-$468,825.76 
ORCL Oracle Corporation
-3.34%
-$9,558.3 
AAPL Apple Inc.
-2.68%
-$208,248.37 
FCNCA First Citizens BancShares, Inc.
-2.46%
-$74,854.63 
HD The Home Depot, Inc.
-1.77%
-$4,941.75 
LRCX Lam Research Corporation
-1.66%
-$8,015.7 
AU AngloGold Ashanti plc
-1.64%
-$5,031.18 
MRK Merck & Co., Inc.
-1.64%
-$3,914.57 
WMT Walmart Inc.
-1.38%
-$4,351.32 
LLY Eli Lilly and Company
-1.36%
-$6,468.04 
JNJ Johnson & Johnson
-1.07%
-$4,659.36 
EQT EQT Corporation
-0.99%
-$86,509.01 
BAC Bank of America Corporation
-0.82%
-$2,778.51 
PG Procter & Gamble Co
-0.57%
-$1,553.8 
VDC VANGUARD CONSUMER STAPLES ETF
-0.47%
-$51,400.92 
EFV iShares MSCI EAFE Value ETF
-0.43%
-$10,540 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$25,594.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.37%
-$37,999.33 
GOVT iShares U.S. Treasury Bond ETF
-0.35%
-$928 
COST Costco Wholesale Corporation
-0.35%
-$775.88 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$4,963.86 
ECH iShares MSCI Chile ETF
-0.3%
-$12,663.92 
TIP iShares TIPS Bond ETF
-0.24%
-$2,213.9 
AVDV Avantis International Small Cap Value ETF
-0.23%
-$1,920.8 
FLDR Fidelity Low Duration Bond ETF
-0.12%
-$380.67 
AMAT Applied Materials, Inc.
-0.08%
-$483.72 Events
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Dividends
Dividend Analysis
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| Trades 598 | Longs Won 210/598 35% | Profit Factor 4.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.55M |
| Average Win $923,970.73 | Best Trade (Jul 24) $19.64M | Sharpe Ratio -12.64 |
| Average Loss -$122,242.9 | Worst Trade (Jul 24) -$3.97M | Z-Score -4.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 2d | Expectancy $245,156.53 |
| 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% | 0.21% |
| Consecutive Losing Trades | 2,353 | 2,118 | 1,882 | 1,647 | 1,412 | 1,176 | 941 | 706 | 471 | 235 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $13.17M, New Oriental Education & Technology Group Inc - $8.27M, and TALEN ENERGY CORP NEW - $3.39M. 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, Unity Software Inc - $2.88M, Credicorp Ltd - $1.63M, and Tower Semiconductor Ltd - $1.38M. 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 $11.65M earned over time. The largest contributors to dividend income include Bancolombia S.A - $1.07M, 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.
