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:
-5.22%
Gain
Monthly
0.02%
Yearly
0.25%
Drawdown
42.95%
$369.56M
Equity
Holdings
$369.56M
Investment
$280.3M
$91.13M
Profit -$1.38M
Realized
$1.87M
Unrealized
$89.26M
Dividends
$21.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.38M
Win %
89%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$4.05M
Win %
89%
This Month
Compared to last month
Gain
-1.21%
Profit
-$4.52M
Win %
89%
This Year
Compared to last year
Gain
8.29%
Profit
$28.29M
Win %
88%
XOM Exxon Mobil Corporation
+1.44%
+$44,221.26 
CAT Caterpillar Inc.
+0.95%
+$4,001.92 
RTX RTX Corporation
+0.88%
+$2,272.37 
WDIV SPDR S&P Global Dividend ETF
+0.41%
+$6,220.98 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$971.25 
GDX VanEck Gold Miners ETF
+0.24%
+$2,415.53 
SCHP Schwab U.S. TIPS ETF
+0.21%
+$50,923.89 
GOVT iShares U.S. Treasury Bond ETF
+0.12%
+$461.7 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.12%
+$4,670.48 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$26,109.62 
IUSB iShares Core Universal USD Bond ETF
+0.08%
+$2,145.61 
JPM JPMorgan Chase & Co.
+0.07%
+$180.74 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$901.73 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$437.12 
AES AES Corporation
+0.03%
+$52.1 
BFLY Butterfly Network, Inc.
-5.42%
-$11,400 
GOOG Alphabet Inc
-2.2%
-$11,017.86 
GOOGL Alphabet Inc
-2.18%
-$9,531.1 
MSFT Microsoft Corp.
-1.86%
-$23,720.83 
PAYX Paychex Inc.
-1.64%
-$4,295.62 
VWO Vanguard FTSE Emerging Markets ETF
-1.62%
-$139,780.48 
SCHE Schwab Emerging Markets Equity ETF
-1.5%
-$155,366.64 
MCD McDonald's Corporation
-1.44%
-$2,820.25 
GGG Graco Inc.
-1.42%
-$3,240 
XYL Xylem Inc.
-1.12%
-$2,559.2 
AMGN Amgen Inc.
-1.06%
-$5,944.73 
VUG Vanguard Growth ETF
-1.05%
-$9,243.78 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.02%
-$350,324.65 
NVDA NVIDIA Corporation
-1.02%
-$7,062.17 
IWF iShares Russell 1000 Growth ETF
-0.86%
-$11,377.96 
QQQ Invesco QQQ Trust, Series 1
-0.81%
-$2,720.72 
SCHC Schwab International Small-Cap Equity ETF
-0.8%
-$11,251.62 
IUSG iShares Core S&P U.S. Growth ETF
-0.75%
-$1,900.96 
SCHX Schwab U.S. Large-Cap ETF
-0.66%
-$23,644.14 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.64%
-$1,743.92 
IWB iShares Russell 1000 ETF
-0.62%
-$36,084.26 
EFG iShares MSCI EAFE Growth ETF
-0.61%
-$120,460.16 
IVV iShares Core S&P 500 ETF
-0.61%
-$12,573.01 
VOO Vanguard S&P 500 ETF
-0.6%
-$1,701.54 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.59%
-$144,418.23 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$4,635.07 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$9,963.47 
IWR iShares Russell Mid-Cap ETF
-0.56%
-$7,311.66 
NDSN Nordson Corporation
-0.53%
-$23,247.05 
IEFA iShares Core MSCI EAFE ETF
-0.52%
-$2,416.43 
AMZN Amazon.com Inc
-0.44%
-$3,307.06 
EFA iShares MSCI EAFE ETF
-0.43%
-$1,133.1 
BNL Broadstone Net Lease Inc.
-0.42%
-$1,369.33 
IWD iShares Russell 1000 Value ETF
-0.41%
-$6,212.52 
IWM iShares Russell 2000 ETF
-0.39%
-$9,773 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$136,722.95 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.35%
-$4,831.57 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.34%
-$851.37 
VO Vanguard Mid-Cap ETF
-0.34%
-$1,331.64 
AAPL Apple Inc.
-0.31%
-$6,396.36 
SCHF Schwab International Equity ETF
-0.26%
-$40,097.82 
DVY iShares Select Dividend ETF
-0.22%
-$565.51 
EFV iShares MSCI EAFE Value ETF
-0.2%
-$15,772.95 
SCHA Schwab U.S. Small-Cap ETF
-0.19%
-$41,141.68 
SCHM Schwab U.S. Mid-Cap ETF
-0.16%
-$41,856.54 
VYM Vanguard High Dividend Yield ETF
-0.15%
-$24,605.21 
SCHV Schwab U.S. Large-Cap Value ETF
-0.1%
-$22,354.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$19,781.06 
AVGO Broadcom Inc.
-0.09%
-$300.48 Events
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Dividends
Dividend Analysis
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| Trades 887 | Longs Won 633/887 71% | Profit Factor 11.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $580,786.83 |
| Average Win $158,340.81 | Best Trade (Jul 13) $12.73M | Sharpe Ratio -9.42 |
| Average Loss -$35,824.73 | Worst Trade (Jun 30) -$1.1M | Z-Score 13.89 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 3d | Expectancy $102,739.85 |
| 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 | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
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