MK
Matthew Klein Portfolio
Invests via Matauro LLC | Managed by Matthew Klein, Eliran Abekassis
Invests via Matauro LLC
Managed by Matthew Klein, Eliran Abekassis
Automatically Tracked
Seasoned macro strategist and investor focused on public markets and venture-stage tech investments. Matthew Klein has worked across macro research, portfolio construction and risk management at investment boutiques and financial media firms, and is known for published commentary on rates, FX and systematic strategies. Educated in economics and finance, he combines research-driven analysis with hands-on trading and allocative decision-making.
Seasoned macro strategist and investor focused on public markets and venture-stage tech investments. Matthew Klein has worked across macro research, portfolio construction and risk management at investment boutiques and financial media firms, and is known for published commentary on rates, FX and systematic strategies. Educated in economics and finance, he combines research-driven analysis with hands-on trading and allocative decision-making.
Investment Philosophy & Strategy
Macro-first investor combining rigorous research with active portfolio construction across public markets and venture-stage tech. Prioritizes top-down economic signals in rates, FX and liquidity to time tactical allocations while allocating growth capital to differentiated early-stage teams. Uses systematic signals and scenario-driven stress testing to manage tail risk, favors liquid hedges and option overlays for convexity, and balances medium-term market opportunities with long-term venture bets driven by product-market evidence and founder quality.
Macro-first investor combining rigorous research with active portfolio construction across public markets and venture-stage tech. Prioritizes top-down economic signals in rates, FX and liquidity to time tactical allocations while allocating growth capital to differentiated early-stage teams. Uses systematic signals and scenario-driven stress testing to manage tail risk, favors liquid hedges and option overlays for convexity, and balances medium-term market opportunities with long-term venture bets driven by product-market evidence and founder quality.
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:
1.93%
Gain
Monthly
0.1%
Yearly
1.24%
Drawdown
21.87%
$714.01M
Equity
Holdings
$714.01M
Investment
$607.8M
$115.52M
Profit -$1.07M
Realized
$9.31M
Unrealized
$106.21M
Dividends
$15.67M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.07M
Win %
73%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$300,411.15
Win %
73%
This Month
Compared to last month
Gain
0.42%
Profit
$3.02M
Win %
73%
This Year
Compared to last year
Gain
3.19%
Profit
$22.04M
Win %
73%
QURE uniQure N.V.
+3.28%
+$33,692.22 
GE General Electric Company
+3.2%
+$8,018.51 
CB Chubb Limited
+2.76%
+$7,185.84 
PATH Uipath Inc.
+2.7%
+$69,087.52 
SLNH Soluna Holdings Inc.
+2.27%
+$842.02 
FIG Figma Inc. Class A Common Stock
+2.01%
+$12,033.41 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$13,009.08 
ITA iShares U.S. Aerospace & Defense ETF
+1.73%
+$5,601.96 
RTX RTX Corporation
+1.7%
+$6,583.59 
ORCL Oracle Corporation
+1.54%
+$39,787.96 
JNJ Johnson & Johnson
+1.47%
+$16,711.47 
WFC Wells Fargo & Company
+1.41%
+$4,581.8 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.39%
+$4,068.55 
XLE Energy Select Sector SPDR Fund
+1.34%
+$21,159.9 
VDE Vanguard Energy ETF
+1.34%
+$3,882.9 
HON Honeywell International Inc.
+1.33%
+$14,328.8 
CABA Cabaletta Bio Inc.
+1.31%
+$1,928.78 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+1.12%
+$338,965.92 
UNH UnitedHealth Group Incorporated
+1.01%
+$53,404.6 
USCI United States Commodity Index Fund
+0.92%
+$312,844.02 
WMT Walmart Inc.
+0.88%
+$2,441.07 
VNOM Viper Energy Inc. Class A Common Stock
+0.76%
+$11,573.25 
XLU Utilities Select Sector SPDR Fund
+0.71%
+$123,172.4 
IDNA iShares Genomics Immunology and Healthcare ETF
+0.61%
+$1,483.4 
PHYS Sprott Physical Gold Trust
+0.6%
+$371,775.24 
MRSH Marsh & McLennan Companies, Inc.
+0.6%
+$2,032.85 
TEAM Atlassian Corporation Class A
+0.59%
+$11,144.65 
VTV Vanguard Value ETF
+0.58%
+$86,766.35 
RTAC Renatus Tactical Acquisition Corp.
+0.57%
+$8,963.94 
XLP Consumer Staples Select Sector SPDR Fund
+0.55%
+$77,055.93 
TLT iShares 20+ Year Treasury Bond ETF
+0.55%
+$22,709.41 
GLD SPDR Gold Shares
+0.54%
+$26,555.76 
CL Colgate-Palmolive Company
+0.53%
+$4,670.32 
SGOL abrdn Physical Gold Shares ETF
+0.52%
+$14,549.15 
OUNZ VanEck Merk Gold Trust
+0.51%
+$2,169.37 
AAAU Goldman Sachs Physical Gold ETF
+0.5%
+$5,447.13 
CEF Sprott Physical Gold and Silver Trust
+0.49%
+$63,851.4 
VDC VANGUARD CONSUMER STAPLES ETF
+0.48%
+$5,297.37 
COWZ Pacer US Cash Cows 100 ETF
+0.47%
+$124,879.16 
PSLV Sprott Physical Silver Trust
+0.45%
+$2,639.28 
DFUV Dimensional US Marketwide Value ETF
+0.38%
+$7,170.45 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.32%
+$2,429.95 
OSCR Oscar Health, Inc.
+0.28%
+$4,449.52 
SLV iShares Silver Trust
+0.27%
+$629.1 
IEF iShares 7-10 Year Treasury Bond ETF
+0.27%
+$191,165.25 
JPM JPMorgan Chase & Co.
+0.22%
+$3,586.25 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.21%
+$22,339.8 
IUSV iShares Core S&P U.S. Value ETF
+0.2%
+$5,214.56 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.19%
+$2,670.6 
WTV WisdomTree U.S. Value Fund
+0.19%
+$2,303.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$28,615.84 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.09%
+$2,319.28 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$1,355.76 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$165.62 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$1,951.44 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$57.44 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.01%
+$878.89 
PAVE Global X U.S. Infrastructure Development ETF
+0.01%
+$67.75 
BKT
0%
$0 
LAC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRDO Credo Technology Group Holding Ltd.
-6.46%
-$281,745.39 
HOOD Robinhood Markets, Inc.
-4.74%
-$148,021.42 
META Meta Platforms Inc Class A
-4.52%
-$44,729.57 
JOBY Joby Aviation, Inc.
-3.06%
-$5,956.87 
KWEB KraneShares CSI China Internet ETF
-2.78%
-$13,845.74 
GOOGL Alphabet Inc
-2.57%
-$44,817.5 
GOOG Alphabet Inc
-2.53%
-$117,779.2 
TSLA Tesla, Inc.
-2.5%
-$30,644.5 
TXN Texas Instruments Inc
-2.44%
-$12,177.97 
UBER Uber Technologies, Inc.
-2.44%
-$5,413.19 
TIC Acuren Corporation
-2.38%
-$18,114.03 
SMH VanEck Semiconductor ETF
-2.36%
-$23,149.5 
ETH Ethan Allen Interiors Inc
-2.35%
-$76,729.38 
CDZI Cadiz Inc.
-2.3%
-$11,447.04 
IBM International Business Machines Corporation
-2.25%
-$25,839.84 
BLOK Amplify Transformational Data Sharing ETF
-2.1%
-$20,186.67 
MSFT Microsoft Corp.
-1.96%
-$83,235.19 
ROBO ROBO Global Robotics & Automation Index ETF
-1.92%
-$6,295.2 
SPEM SPDR Portfolio Emerging Markets ETF
-1.84%
-$561,440.38 
NVDA NVIDIA Corporation
-1.81%
-$80,900.16 
PLTR Palantir Technologies Inc.
-1.79%
-$28,246.44 
CSAN Cosan S.A.
-1.79%
-$9,143.03 
BMNR Bitmine Immersion Technologies, Inc.
-1.72%
-$21,935.9 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.65%
-$7,683.05 
QXO Qxo Inc.
-1.65%
-$26,239.24 
IBIT iShares Bitcoin Trust
-1.65%
-$41,610.78 
BTC Grayscale Bitcoin Mini Trust ETF
-1.64%
-$76,667.8 
GBTC Grayscale Bitcoin Trust ETF
-1.63%
-$8,638.65 
NVO Novo Nordisk A/S Sponsored ADR
-1.55%
-$8,066.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.51%
-$41,638.66 
PALL abrdn Physical Palladium Shares ETF
-1.51%
-$15,319.73 
QCOM QUALCOMM Incorporated
-1.4%
-$6,694.94 
MA Mastercard Incorporated
-1.33%
-$7,573.44 
NXE NexGen Energy Ltd.
-1.3%
-$1,458.32 
QQQ Invesco QQQ Trust, Series 1
-1.27%
-$75,443.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$4,789.28 
NU Nu Holdings Ltd.
-1.23%
-$24,992.97 
IUSG iShares Core S&P U.S. Growth ETF
-1.17%
-$23,106.16 
EVR Evercore Inc.
-1.1%
-$2,711.34 
AVGO Broadcom Inc.
-1.04%
-$3,430.98 
XLG Invesco S&P 500 Top 50 ETF
-0.98%
-$2,302.8 
QUAL iShares MSCI USA Quality Factor ETF
-0.95%
-$14,502.51 
TPR Tapestry Inc.
-0.84%
-$5,824.94 
PRK Park National Corporation
-0.81%
-$7,012.2 
CRWV CoreWeave, Inc.
-0.81%
-$8,160.29 
FEZ SPDR Euro Stoxx 50 ETF
-0.75%
-$145,222.5 
IEFA iShares Core MSCI EAFE ETF
-0.75%
-$16,941.8 
MSTR Strategy Inc.
-0.74%
-$16,880.5 
BUFQ FT Nasdaq Buffer ETF July.
-0.71%
-$2,806.65 
CPER United States Copper Index Fund
-0.68%
-$9,973.86 
AEXA American Exceptionalism Acquisition Corp. A
-0.68%
-$8,044.24 
IDHQ Invesco S&P International Developed Quality ETF
-0.65%
-$1,949.36 
EZU iShares MSCI Eurozone ETF
-0.64%
-$391,530.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.62%
-$5,380.08 
VOO Vanguard S&P 500 ETF
-0.6%
-$7,362.44 
IVV iShares Core S&P 500 ETF
-0.59%
-$5,405.97 
DFUS Dimensional U.S. Equity Market ETF
-0.58%
-$1,488.96 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$403,282.64 
VONE Vanguard Russell 1000 ETF
-0.56%
-$1,472.5 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.54%
-$11,563.02 
AMZN Amazon.com Inc
-0.53%
-$13,615.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.52%
-$17,835.58 
AAPL Apple Inc.
-0.44%
-$53,574.88 
DIHP Dimensional International High Profitability Portfolio
-0.43%
-$1,227.42 
DUHP Dimensional US High Profitability ETF
-0.41%
-$60,772.14 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.35%
-$1,502.26 
EWZ iShares MSCI Brazil ETF
-0.3%
-$8,642.55 
IJR iShares Core S&P Small-Cap ETF
-0.25%
-$1,659.08 
RDVY First Trust Rising Dividend Achievers ETF
-0.2%
-$565.12 
IWN iShares Russell 2000 Value ETF
-0.18%
-$562.8 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.17%
-$423.61 
EWU iShares MSCI United Kingdom ETF
-0.14%
-$3,211.91 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,788.57 
JQC Nuveen Credit Strategies Income Fund
-0.1%
-$51.41 
GBDC Golub Capital BDC, Inc.
-0.1%
-$219.27 
JD JD.com Inc.
-0.07%
-$482 
MMIT NYLI MacKay Muni Intermediate ETF
-0.06%
-$131.73 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.06%
-$170.76 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.05%
-$119.07 
HYHG ProShares High Yield-Interest Rate Hedged ETF
-0.05%
-$125.25 
IWM iShares Russell 2000 ETF
-0.04%
-$386.4 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.04%
-$4,267.31 
NYF iShares New York Muni Bond ETF
-0.04%
-$138.38 
PGF Invesco Financial Preferred ETF
-0.04%
-$52.41 Events
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Dividends
Dividend Analysis
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| Trades 808 | Longs Won 548/808 67% | Profit Factor 5.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $951,490.5 |
| Average Win $253,854.34 | Best Trade (Jul 13) $20.2M | Sharpe Ratio -10.65 |
| Average Loss -$90,738.36 | Worst Trade (Mar 31) -$1.57M | Z-Score 4.5 (100%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $142,970.55 |
| 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% | <0.01% |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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