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:
34.35%
Gain +1.11%
Monthly
1.49%
Yearly
19.4%
Drawdown
12.41%
$799.02M
Equity
Holdings
$799.02M
Investment
$654.04M
$157M
Profit +$7.4M
Realized
$12.01M
Unrealized
$144.99M
Dividends
$16.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.11%
Profit
$7.4M
Win %
75%
This Week
Compared To Last Week
Gain
0.93%
Profit
$7.4M
Win %
75%
This Month
Compared to last month
Gain
4.51%
Profit
$34.52M
Win %
75%
This Year
Compared to last year
Gain
5.57%
Profit
$42.28M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$326,740.39 
GOOG Alphabet Inc
+6.88%
+$283,518.71 
GOOGL Alphabet Inc
+6.73%
+$111,181.56 
FSLY Fastly, Inc.
+5.15%
+$90,341.79 
QURE uniQure N.V.
+3.41%
+$36,120.96 
META Meta Platforms Inc Class A
+3.28%
+$101,465.47 
PATH Uipath Inc.
+3.15%
+$79,519.83 
MSFT Microsoft Corp.
+3.02%
+$157,065.72 
TEAM Atlassian Corporation Class A
+2.95%
+$57,992.62 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$125,043.95 
NVDA NVIDIA Corporation
+2.93%
+$140,346.26 
VNOM Viper Energy Inc. Class A Common Stock
+2.65%
+$39,614.05 
EVR Evercore Inc.
+2.46%
+$5,475.28 
FIG Figma Inc. Class A Common Stock
+2.34%
+$14,146.95 
JD JD.com Inc.
+2.17%
+$18,158.66 
ORCL Oracle Corporation
+1.81%
+$53,961.6 
KWEB KraneShares CSI China Internet ETF
+1.53%
+$7,032.24 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+1.45%
+$476,599.59 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$4,472.26 
GE General Electric Company
+1.42%
+$3,742.32 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$22,942.86 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$23,825.2 
WFC Wells Fargo & Company
+1.19%
+$3,352.74 
HONA Honeywell Aerospace Inc.
+1.18%
+$14,716.02 
EQT EQT Corporation
+1.1%
+$12,015.86 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$2,461.44 
NOW ServiceNow, Inc.
+1.05%
+$33,977.56 
VDE Vanguard Energy ETF
+1.02%
+$3,288.74 
XLE Energy Select Sector SPDR Fund
+1%
+$25,115.71 
IBM International Business Machines Corporation
+0.86%
+$9,143.07 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$2,765.76 
GEV GE Vernova Inc.
+0.85%
+$1,487.49 
XVV iShares ESG Screened S&P 500
+0.78%
+$1,580.91 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$252,701.28 
TSLA Tesla, Inc.
+0.76%
+$7,450.46 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$43,169.05 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$502,923.93 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,796.67 
CAT Caterpillar Inc.
+0.7%
+$1,474.2 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$1,741.04 
IVV iShares Core S&P 500 ETF
+0.69%
+$7,142.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$6,158.42 
PLTR Palantir Technologies Inc.
+0.65%
+$10,186.37 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$32,039.04 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,149.65 
VONE Vanguard Russell 1000 ETF
+0.64%
+$1,676.31 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.63%
+$18,282.96 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$12,612.32 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,239.98 
CPER United States Copper Index Fund
+0.56%
+$6,824.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,242.02 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$16,986.64 
PRK Park National Corporation
+0.48%
+$4,523 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$3,522.77 
IWD iShares Russell 1000 Value ETF
+0.44%
+$939.06 
RTX RTX Corporation
+0.39%
+$1,697.64 
AVGO Broadcom Inc.
+0.37%
+$1,854.72 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,269.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,495.04 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,026.3 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$630.4 
EWZ iShares MSCI Brazil ETF
+0.33%
+$10,048.92 
SMH VanEck Semiconductor ETF
+0.3%
+$2,857.41 
JPM JPMorgan Chase & Co.
+0.27%
+$4,496.96 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.23%
+$21,144.6 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$4,447.08 
JNJ Johnson & Johnson
+0.21%
+$2,440.65 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$56,396.47 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$2,702.47 
DBA Invesco DB Agriculture Fund
+0.11%
+$753.21 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$21,943.6 
WMT Walmart Inc.
+0.09%
+$243.6 
USCI United States Commodity Index Fund
+0.05%
+$18,227.31 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$1,291.04 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$135.42 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$75.3 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$1,557.94 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$28.44 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
GMUB Goldman Sachs Municipal Income ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 LAC
LAC
0%
$0 
RBLX Roblox Corporation
-26.85%
-$104,481.58 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$59,542.29 
AAPL Apple Inc.
-7.35%
-$874,800.04 
SLNH Soluna Holdings Inc.
-6.15%
-$2,860.4 
MU Micron Technology, Inc.
-5.9%
-$25,608.45 
MSTR Strategy Inc.
-4.56%
-$135,276.26 
BMNR Bitmine Immersion Technologies, Inc.
-4.42%
-$81,521.6 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$13,421.1 
IBIT iShares Bitcoin Trust
-2.89%
-$73,678.48 
CRWV CoreWeave, Inc.
-2.88%
-$29,325.84 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$140,028.94 
ETH Ethan Allen Interiors Inc
-2.84%
-$106,937.48 
QCOM QUALCOMM Incorporated
-2.63%
-$10,322.16 
PALL abrdn Physical Palladium Shares ETF
-2.6%
-$8,994.96 
SLV iShares Silver Trust
-2.13%
-$5,312.4 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$284,342.36 
PSLV Sprott Physical Silver Trust
-1.98%
-$12,536.58 
AMD Advanced Micro Devices, Inc.
-1.9%
-$7,077.86 
NXE NexGen Energy Ltd.
-1.82%
-$2,161.21 
UNH UnitedHealth Group Incorporated
-1.68%
-$87,201.5 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$4,296.6 
PHYS Sprott Physical Gold Trust
-1.61%
-$1.06M 
OUNZ VanEck Merk Gold Trust
-1.52%
-$28,919.4 
GLD SPDR Gold Shares
-1.49%
-$74,672.81 
CABA Cabaletta Bio Inc.
-1.47%
-$2,204.32 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$17,792.04 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$43,554.27 
IDNA iShares Genomics Immunology and Healthcare ETF
-1.4%
-$3,418.17 
JOBY Joby Aviation, Inc.
-1.24%
-$2,382.75 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$11,177.76 
QXO Qxo Inc.
-1.19%
-$18,595.68 
AAP Advance Auto Parts Inc.
-1.16%
-$16,747.9 
NU Nu Holdings Ltd.
-1.1%
-$23,415.04 
TXN Texas Instruments Inc
-1.08%
-$3,820.33 
IDHQ Invesco S&P International Developed Quality ETF
-1.04%
-$3,224.14 
UCL Ucloudlink Group Inc.
-1.04%
-$90 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$4,722.87 
MA Mastercard Incorporated
-0.74%
-$4,352 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$131,651.11 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$25,647.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$5,671.44 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$14,350.14 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$12,329.28 
LLY Eli Lilly and Company
-0.53%
-$3,163.08 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$81,892.7 
IWM iShares Russell 2000 ETF
-0.47%
-$2,467.23 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,019.2 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$5,002.73 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$742.56 
CL Colgate-Palmolive Company
-0.33%
-$2,865.6 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$214,074.9 
VTV Vanguard Value ETF
-0.27%
-$45,135.41 
DUHP Dimensional US High Profitability ETF
-0.27%
-$41,142.31 
VB Vanguard Small-Cap ETF
-0.22%
-$484.43 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$5,579.75 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$21,796.02 
JQC Nuveen Credit Strategies Income Fund
-0.21%
-$106.02 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$46,512.28 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$459.9 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,149.68 
TPR Tapestry Inc.
-0.14%
-$861.63 
WTV WisdomTree U.S. Value Fund
-0.13%
-$1,605.8 
EZU iShares MSCI Eurozone ETF
-0.12%
-$73,728.8 
MUB iShares National Muni Bond ETF
-0.11%
-$252.12 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,395.12 
XLF Financial Select Sector SPDR Fund
-0.1%
-$3,184.98 
AEXA American Exceptionalism Acquisition Corp. A
-0.09%
-$829.74 
GBDC Golub Capital BDC, Inc.
-0.08%
-$166.11 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$159.6 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$1,983.1 
HOOD Robinhood Markets, Inc.
-0.05%
-$1,117.32 
NYF iShares New York Muni Bond ETF
-0.04%
-$197.82 
OSCR Oscar Health, Inc.
-0.03%
-$248.3 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$58.47 
UBER Uber Technologies, Inc.
-0.01%
-$29.1 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 958 | Longs Won 677/958 70% | Profit Factor 7.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.12M |
| Average Win $265,175.88 | Best Trade (Aug 25) $28.29M | Sharpe Ratio -10.55 |
| Average Loss -$82,539.57 | Worst Trade (Mar 31) -$1.57M | Z-Score 8.29 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $163,883.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 30,156 | $855,596.82 | $1.2M | - | $348,532.26 | 40.74% | -1.456% |
| AAP Advance Auto Parts Inc. | 25,766 | $1.6M | $1.43M | - | -$172,117.36 | -10.74% | -1.157% |
| AAPL Apple Inc. | 35,677 | $8.77M | $11.02M | - | $2.25M | 25.61% | -7.354% |
| AEXA American Exceptionalism Acquisition Corp. A | 82,974 | $945,074.13 | $936,776.46 | - | -$8,297.67 | -0.88% | -0.088% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,152 | $206,807 | $185,621.28 | - | -$21,185.72 | -10.24% | +0.341% |
| AMD Advanced Micro Devices, Inc. | 766 | $444,956 | $364,730.89 | - | -$80,225.11 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 9,056 | $1.95M | $2.46M | - | $510,465.38 | 26.19% | +15.321% |
| AVGO Broadcom Inc. | 1,288 | $452,771.3 | $501,392.64 | - | $48,621.34 | 10.74% | +0.371% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 4,514 | $413,189.19 | $413,843.52 | - | $654.33 | 0.16% | +0.033% |
| BLOK Amplify Transformational Data Sharing ETF | 15,312 | $645,530.05 | $907,389.12 | - | $261,859.07 | 40.56% | -1.217% |
| BMNR Bitmine Immersion Technologies, Inc. | 101,902 | $1.89M | $1.76M | - | -$131,016.26 | -6.93% | -4.425% |
| BRK-B Berkshire Hathaway Inc. | 1,220 | $598,252.04 | $624,078.8 | - | $25,826.76 | 4.32% | +0.365% |
| BTC Grayscale Bitcoin Mini Trust ETF | 170,767 | $5.42M | $4.75M | - | -$670,048.55 | -12.36% | -2.864% |
| CABA Cabaletta Bio Inc. | 55,108 | $120,687 | $147,689.44 | - | $27,002.44 | 22.37% | -1.471% |
| CAT Caterpillar Inc. | 260 | $276,762 | $211,850.6 | - | -$64,911.4 | -23.45% | +0.701% |
| CEF Sprott Physical Gold and Silver Trust | 330,630 | $8.6M | $13.23M | - | $4.62M | 53.75% | -2.104% |
| CL Colgate-Palmolive Company | 9,552 | $865,415.05 | $872,097.6 | - | $6,682.55 | 0.77% | -0.328% |
| COWZ Pacer US Cash Cows 100 ETF | 433,819 | $24.84M | $29.03M | - | $4.19M | 16.87% | +0.195% |
| CPER United States Copper Index Fund | 31,020 | $930,600 | $1.23M | - | $296,551.2 | 31.87% | +0.559% |
| CRDO Credo Technology Group Holding Ltd. | 21,158 | $2.02M | $4.38M | - | $2.36M | 116.87% | +2.939% |
No 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
FAQ
Which stocks have generated the highest profits for Matthew Klein?
The largest contributions to the portfolio's profits come from the following stocks: iShares 7-10 Year Treasury Bond ETF - $3.74M, Sprott Physical Gold and Silver Trust - $1.89M, iShares MSCI Eurozone ETF - $1.63M, IREN Limited - $1.41M, and abrdn Physical Silver Shares ETF - $1.25M. 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 Bitcoin Trust - $2.41M, VanEck Semiconductor ETF - $1.52M, iShares S&P Small-Cap 600 Growth ETF - $902,949.75, Archer Aviation Inc - $710,182.97, and JD.com Inc - $656,258.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Klein's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.01M earned over time. The largest contributors to dividend income include iShares 7-10 Year Treasury Bond ETF - $3.74M, iShares MSCI Eurozone ETF - $1.63M, iShares Interest Rate Hedged High Yield Bond ETF - $994,002.69, SPDR S&P 500 ETF Trust - $906,535.42, and Invesco S&P 500 Equal Weight Energy ETF - $831,261.66. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Klein's monthly returns?
Matthew Klein's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Matthew Klein's strategy be considered aggressive or moderate?
Matthew Klein's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Matthew Klein's strategy?
Matthew Klein's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
