MF
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:
99.33%
Gain +2.7%
Monthly
1.02%
Yearly
13.01%
Drawdown
23.12%
$292.25M
Equity
Holdings
$292.25M
Investment
$194.65M
$160.16M
Profit +$9.4M
Realized
$62.55M
Unrealized
$97.61M
Dividends
$10.66M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.7%
Profit
$9.4M
Win %
73%
This Week
Compared To Last Week
Gain
-2.1%
Profit
-$6.25M
Win %
73%
This Month
Compared to last month
Gain
-2.11%
Profit
-$6.29M
Win %
73%
This Year
Compared to last year
Gain
5.49%
Profit
$14.91M
Win %
74%
LRCX Lam Research Corporation
+12.65%
+$62,708.8 
AMAT Applied Materials, Inc.
+11.17%
+$62,448.74 
LAR Lithium Argentina AG
+10.93%
+$1.64M 
TER Teradyne, Inc.
+9.73%
+$923,013 
INTC Intel Corporation
+9.28%
+$2.24M 
SQM Quimica y Minera Chilena S.A. ADR
+8.33%
+$1.17M 
CLS Celestica Inc.
+6.4%
+$1.65M 
VSXY Victoria's Secret & Co.
+6.21%
+$34,621.1 
VRT Vertiv Holdings Co
+6.06%
+$329,223.96 
AU AngloGold Ashanti plc
+6.04%
+$18,926.82 
PAM Pampa Energia S.A. Sponsored ADR
+5.71%
+$307,459.89 
ECH iShares MSCI Chile ETF
+4.44%
+$191,610.54 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$89,765.55 
NU Nu Holdings Ltd.
+3.83%
+$300,176.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$372,542.5 
AVGO Broadcom Inc.
+3.47%
+$24,767.98 
IGM iShares Expanded Tech Sector ETF
+3.38%
+$19,592.53 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$47,061.13 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$177,287 
AVDV Avantis International Small Cap Value ETF
+2.83%
+$23,200 
GBTC Grayscale Bitcoin Trust ETF
+2.71%
+$72,930 
BTC Grayscale Bitcoin Mini Trust ETF
+2.67%
+$9,651.33 
EFV iShares MSCI EAFE Value ETF
+2.57%
+$61,070 
TLN Talen Energy Corporation
+2.44%
+$458,118 
VT Vanguard Total World Stock ETF
+2.44%
+$279,523.9 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$37,464.24 
HD The Home Depot, Inc.
+2.26%
+$5,948.24 
APH Amphenol Corporation
+2.21%
+$8,777.72 
NVDA NVIDIA Corporation
+2.17%
+$77,782.4 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.16%
+$4,791.02 
CWB SPDR Bloomberg Convertible Securities ETF
+2.14%
+$8,990.28 
LLY Eli Lilly and Company
+2.13%
+$9,780.84 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.87%
+$8,541.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$286,876.51 
AMZN Amazon.com Inc
+1.45%
+$18,354 
AAPL Apple Inc.
+1.39%
+$94,235.4 
MRK Merck & Co., Inc.
+1.39%
+$3,090.46 
FSLY Fastly, Inc.
+1.23%
+$34,790.95 
BAC Bank of America Corporation
+1.09%
+$3,273.69 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+1.02%
+$15,657.63 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$9,064.44 
GOVT iShares U.S. Treasury Bond ETF
+0.55%
+$1,450 
GOOGL Alphabet Inc
+0.42%
+$11,541.4 
HUYA Huya Inc.
+0.41%
+$22,771.12 
TIP iShares TIPS Bond ETF
+0.35%
+$3,235.7 
U Unity Software Inc.
+0.23%
+$2,938.56 
ISRG Intuitive Surgical, Inc.
+0.2%
+$383.47 
FCNCA First Citizens BancShares, Inc.
+0.2%
+$5,936.76 
FLDR Fidelity Low Duration Bond ETF
+0.08%
+$262.09 
EQT
0%
$0 
ORCL Oracle Corporation
-8.58%
-$39,116.53 
BSY Bentley Systems, Incorporated Class B
-5.79%
-$1.49M 
CF CF Industries Holdings, Inc.
-2.51%
-$114,167.58 
MSFT Microsoft Corp.
-1.77%
-$35,984.52 
LXU Lsb Industries Inc.
-1.56%
-$28,363.83 
V Visa Inc. Class A
-1.21%
-$5,834.39 
SFD Smithfield Foods, Inc.
-1.01%
-$74,205.99 
COST Costco Wholesale Corporation
-0.82%
-$1,917.09 
PDD PDD Holdings Inc. American Depositary Shares
-0.64%
-$26,290.68 
MA Mastercard Incorporated
-0.54%
-$1,198.56 
META Meta Platforms Inc Class A
-0.45%
-$3,579.35 
PG Procter & Gamble Co
-0.45%
-$1,224.77 
VDC VANGUARD CONSUMER STAPLES ETF
-0.26%
-$28,555.8 
WMT Walmart Inc.
-0.09%
-$302.94 
JNJ Johnson & Johnson
-0.05%
-$197.01 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 597 | Longs Won 208/597 34% | Profit Factor 4.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.73M |
| Average Win $1M | Best Trade (Jun 11) $23.28M | Sharpe Ratio -15.06 |
| Average Loss -$124,076.51 | Worst Trade (Jun 11) -$3.72M | Z-Score -5.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3d | Expectancy $268,280.18 |
| 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 | 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
Overall, MonthlyNo 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
