Matthew J. Darcy Portfolio
Invests via Seneca Financial Advisors LLC | Managed by Matthew J. Darcy
Invests via Seneca Financial Advisors LLC
Managed by Matthew J. Darcy
Automatically Tracked
Veteran executive and investor with cross-sector experience in technology, financial services and growth-stage companies. Matthew J. Darcy brings operating leadership, corporate development and capital-markets experience to board and investor roles, focusing on scaling revenue models, M&A execution and strategic partnerships. Known for driving go-to-market transformation, fundraising and governance at middle-market and venture-backed firms. Frequently engages as an independent director or advisor to private equity and venture portfolios, helping align management teams with institutional investors and optimize exit readiness.
Veteran executive and investor with cross-sector experience in technology, financial services and growth-stage companies. Matthew J. Darcy brings operating leadership, corporate development and capital-markets experience to board and investor roles, focusing on scaling revenue models, M&A execution and strategic partnerships. Known for driving go-to-market transformation, fundraising and governance at middle-market and venture-backed firms. Frequently engages as an independent director or advisor to private equity and venture portfolios, helping align management teams with institutional investors and optimize exit readiness.
Investment Philosophy & Strategy
Combines operational leadership and capital-markets rigor to back growth-stage technology and financial‑services companies with clear revenue-scalability paths. Prioritizes investments where go‑to‑market transformation, repeatable sales motion and strategic partnerships can materially de‑risk valuation expansion. Capital allocation favors staged, milestone‑driven commitments tied to revenue and M&A optionality; time horizon is growth-to-exit with active board oversight. Risk discipline emphasizes governance, unit‑economics, and exit-readiness while leveraging corporate-development experience to source tuck‑ins and accelerate value creation.
Combines operational leadership and capital-markets rigor to back growth-stage technology and financial‑services companies with clear revenue-scalability paths. Prioritizes investments where go‑to‑market transformation, repeatable sales motion and strategic partnerships can materially de‑risk valuation expansion. Capital allocation favors staged, milestone‑driven commitments tied to revenue and M&A optionality; time horizon is growth-to-exit with active board oversight. Risk discipline emphasizes governance, unit‑economics, and exit-readiness while leveraging corporate-development experience to source tuck‑ins and accelerate value creation.
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:
71.96%
Gain +0.65%
Monthly
0.81%
Yearly
10.13%
Drawdown
19.9%
$380.31M
Equity
Holdings
$380.31M
Investment
$292.52M
$90.83M
Profit +$1.32M
Realized
$3.04M
Unrealized
$87.79M
Dividends
$22.8M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.65%
Profit
$1.32M
Win %
83%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.66M
Win %
83%
This Month
Compared to last month
Gain
0.63%
Profit
$2.38M
Win %
83%
This Year
Compared to last year
Gain
-1.23%
Profit
-$4.74M
Win %
84%
AMGN Amgen Inc.
+3.37%
+$21,604.29 
PAYX Paychex Inc.
+3.33%
+$8,303 
GDX VanEck Gold Miners ETF
+2.81%
+$33,320.11 
GGG Graco Inc.
+1.19%
+$2,865 
BFLY Butterfly Network, Inc.
+1.12%
+$2,550 
BNL Broadstone Net Lease Inc.
+1.08%
+$2,810.73 
MSFT Microsoft Corp.
+1.03%
+$17,426.4 
DVY iShares Select Dividend ETF
+0.92%
+$2,297.43 
SCHM Schwab U.S. Mid-Cap ETF
+0.87%
+$226,502.77 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.86%
+$2,140.45 
SCHA Schwab U.S. Small-Cap ETF
+0.84%
+$192,345.03 
VIG Vanguard Dividend Appreciation ETF
+0.83%
+$298,890.04 
XYL Xylem Inc.
+0.74%
+$1,389.28 
IWM iShares Russell 2000 ETF
+0.71%
+$16,177.66 
EFV iShares MSCI EAFE Value ETF
+0.71%
+$56,394.11 
VTEB Vanguard Tax-Exempt Bond ETF
+0.7%
+$165,031.39 
WDIV SPDR S&P Global Dividend ETF
+0.7%
+$10,487.78 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.68%
+$25,996.67 
IWD iShares Russell 1000 Value ETF
+0.68%
+$10,452.44 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.63%
+$8,710.24 
IWR iShares Russell Mid-Cap ETF
+0.62%
+$7,922.08 
EFA iShares MSCI EAFE ETF
+0.59%
+$1,541.47 
SCHV Schwab U.S. Large-Cap Value ETF
+0.56%
+$118,571.97 
IUSB iShares Core Universal USD Bond ETF
+0.55%
+$16,248.29 
AAPL Apple Inc.
+0.55%
+$11,394.74 
GOVT iShares U.S. Treasury Bond ETF
+0.52%
+$1,538.93 
SCHP Schwab U.S. TIPS ETF
+0.51%
+$129,839.84 
IEFA iShares Core MSCI EAFE ETF
+0.47%
+$2,178.09 
VO Vanguard Mid-Cap ETF
+0.46%
+$1,800.91 
EFG iShares MSCI EAFE Growth ETF
+0.44%
+$90,547.08 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$69,291.21 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$1,124.42 
GOOGL Alphabet Inc
+0.36%
+$1,457.49 
GOOG Alphabet Inc
+0.31%
+$1,469.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$430.5 
IWB iShares Russell 1000 ETF
+0.18%
+$10,815.57 
STIP iShares 0-5 Year TIPS Bond ETF
+0.17%
+$46,004.7 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.17%
+$2,325.68 
SCHF Schwab International Equity ETF
+0.17%
+$22,160.25 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.17%
+$464.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$2,552.58 
SCHX Schwab U.S. Large-Cap ETF
+0.1%
+$3,627.15 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$675.37 
VOO Vanguard S&P 500 ETF
+0.08%
+$226.05 
IVV iShares Core S&P 500 ETF
+0.06%
+$1,344 
RTX RTX Corporation
0%
$0 
GLW Corning Incorporated
-4.17%
-$7,495.99 
CAT Caterpillar Inc.
-2.94%
-$10,591.61 
AVGO Broadcom Inc.
-1.98%
-$6,279.18 
NVDA NVIDIA Corporation
-1.7%
-$12,605.22 
PWB Invesco Large Cap Growth ETF
-1.49%
-$3,709.79 
XOM Exxon Mobil Corporation
-1.26%
-$47,281.8 
QQQ Invesco QQQ Trust, Series 1
-0.65%
-$2,280.04 
IWF iShares Russell 1000 Growth ETF
-0.5%
-$6,749.94 
NDSN Nordson Corporation
-0.48%
-$22,768.94 
VWO Vanguard FTSE Emerging Markets ETF
-0.46%
-$39,174.57 
AEE Ameren Corporation
-0.42%
-$858 
VUG Vanguard Growth ETF
-0.39%
-$3,555.3 
SCHE Schwab Emerging Markets Equity ETF
-0.37%
-$38,531.83 
IUSG iShares Core S&P U.S. Growth ETF
-0.32%
-$846.87 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.31%
-$121,621.5 
JPM JPMorgan Chase & Co.
-0.22%
-$527.79 
SCHC Schwab International Small-Cap Equity ETF
-0.21%
-$2,845.7 
AMZN Amazon.com Inc
-0.13%
-$883.85 
AES AES Corporation
-0.07%
-$104.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.01%
-$2,839.26 Events
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Dividends
Dividend Analysis
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| Trades 938 | Longs Won 665/938 70% | Profit Factor 8.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $585,595.65 |
| Average Win $155,156.13 | Best Trade (Oct 15) $13.13M | Sharpe Ratio -9.63 |
| Average Loss -$45,224.26 | Worst Trade (Jun 30) -$1.1M | Z-Score 11.28 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3w 5d | Expectancy $96,836.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,403 | 7,563 | 6,723 | 5,882 | 5,042 | 4,202 | 3,361 | 2,521 | 1,681 | 840 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,061 | $1.06M | $2.09M | - | $1.03M | 96.6% | +0.548% |
| AEE Ameren Corporation | 1,950 | $220,428 | $203,073 | - | -$17,355 | -7.87% | -0.421% |
| AES AES Corporation | 10,420 | $244,638.9 | $155,779 | - | -$88,859.9 | -36.32% | -0.067% |
| AMGN Amgen Inc. | 1,505 | $346,676.67 | $662,899.82 | - | $316,223.15 | 91.22% | +3.369% |
| AMZN Amazon.com Inc | 2,762 | $396,318.86 | $700,885.12 | - | $304,566.26 | 76.85% | -0.126% |
| AVGO Broadcom Inc. | 914 | $253,353.79 | $310,193.32 | - | $56,839.53 | 22.43% | -1.984% |
| BFLY Butterfly Network, Inc. | 30,000 | $142,800.13 | $230,550 | - | $87,749.87 | 61.45% | +1.118% |
| BNL Broadstone Net Lease Inc. | 14,414 | $245,182.26 | $262,262.73 | - | $17,080.47 | 6.97% | +1.083% |
| BRK-B Berkshire Hathaway Inc. | 538 | $273,023.49 | $284,300.72 | - | $11,277.23 | 4.13% | +0.397% |
| CAT Caterpillar Inc. | 481 | $230,029.67 | $349,667.76 | - | $119,638.09 | 52.01% | -2.94% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 481 | $201,962 | $250,158.48 | - | $48,196.48 | 23.86% | +0.863% |
| DVY iShares Select Dividend ETF | 1,601 | $216,612.91 | $252,998.02 | - | $36,385.11 | 16.8% | +0.916% |
| EFA iShares MSCI EAFE ETF | 2,527 | $227,879.5 | $261,190.72 | - | $33,311.22 | 14.62% | +0.594% |
| EFG iShares MSCI EAFE Growth ETF | 174,129 | $19.62M | $20.72M | - | $1.1M | 5.63% | +0.439% |
| EFV iShares MSCI EAFE Value ETF | 101,611 | $5.24M | $8.03M | - | $2.79M | 53.13% | +0.707% |
| GDX VanEck Gold Miners ETF | 14,209 | $493,212.55 | $1.22M | - | $725,138.15 | 147.02% | +2.812% |
| GGG Graco Inc. | 3,000 | $201,780 | $244,305 | - | $42,525 | 21.07% | +1.187% |
| GLW Corning Incorporated | 1,277 | $326,282 | $172,420.54 | - | -$153,861.46 | -47.16% | -4.166% |
| GOOG Alphabet Inc | 1,361 | $243,690.28 | $469,177.53 | - | $225,487.25 | 92.53% | +0.314% |
| GOOGL Alphabet Inc | 1,166 | $204,378.75 | $406,805.74 | - | $202,426.99 | 99.05% | +0.36% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Matthew J. Darcy?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $5.42M, Schwab International Equity ETF - $2.23M, Schwab U.S. Large-Cap Value ETF - $1.95M, Vanguard High Dividend Yield ETF - $1.85M, and Vanguard Tax-Exempt Bond ETF - $1.35M. 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: Schwab Intermediate-Term U.S. Treasury ETF - $1.45M, Athenex Inc - $1.32M, Broadstone Net Lease Inc - $258,111.03, Schwab Emerging Markets Equity ETF - $142,394.09, and Alphabet Inc - $116,776.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew J. Darcy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.8M earned over time. The largest contributors to dividend income include Vanguard Dividend Appreciation ETF - $3.26M, Vanguard High Dividend Yield ETF - $1.62M, Vanguard Tax-Exempt Bond ETF - $1.35M, iShares 0-5 Year TIPS Bond ETF - $1.31M, and Schwab International Equity ETF - $1.21M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew J. Darcy's monthly returns?
Matthew J. Darcy'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 J. Darcy's strategy be considered aggressive or moderate?
Matthew J. Darcy's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Matthew J. Darcy's strategy?
Matthew J. Darcy'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.
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