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:
75.27%
Gain +0.54%
Monthly
0.9%
Yearly
11.31%
Drawdown
19.9%
$390.96M
Equity
Holdings
$390.96M
Investment
$292.52M
$101.48M
Profit +$831,561.24
Realized
$3.04M
Unrealized
$98.44M
Dividends
$21.75M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$831,561.24
Win %
88%
This Week
Compared To Last Week
Gain
0.24%
Profit
$920,825.92
Win %
88%
This Month
Compared to last month
Gain
2.63%
Profit
$10.03M
Win %
88%
This Year
Compared to last year
Gain
1.53%
Profit
$5.91M
Win %
88%
AMZN Amazon.com Inc
+15.32%
+$99,652.93 
GOOG Alphabet Inc
+6.88%
+$31,262.17 
GOOGL Alphabet Inc
+6.73%
+$26,200.02 
MSFT Microsoft Corp.
+3.02%
+$43,311.57 
NVDA NVIDIA Corporation
+2.93%
+$19,117.1 
GLW Corning Incorporated
+2.24%
+$3,869.31 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$3,373.95 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$420,147 
VUG Vanguard Growth ETF
+1.1%
+$9,446.94 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$81,250.96 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$88,480.22 
NDSN Nordson Corporation
+0.86%
+$36,515.86 
PWB Invesco Large Cap Growth ETF
+0.86%
+$2,056.6 
AEE Ameren Corporation
+0.79%
+$1,677 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$9,689.43 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,548.29 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,997.48 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$1,902.75 
CAT Caterpillar Inc.
+0.7%
+$2,727.27 
IVV iShares Core S&P 500 ETF
+0.69%
+$14,044.16 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,126.76 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$22,971.95 
IWB iShares Russell 1000 ETF
+0.64%
+$36,476.18 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,351.61 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,170.38 
IWD iShares Russell 1000 Value ETF
+0.44%
+$6,745.47 
PAYX Paychex Inc.
+0.44%
+$1,173 
RTX RTX Corporation
+0.39%
+$1,113 
AVGO Broadcom Inc.
+0.37%
+$1,316.16 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,000.68 
JPM JPMorgan Chase & Co.
+0.27%
+$679.62 
XYL Xylem Inc.
+0.13%
+$274.2 
VYM Vanguard High Dividend Yield ETF
0%
$0 
BFLY Butterfly Network, Inc.
-12.97%
-$31,800 
AAPL Apple Inc.
-7.35%
-$148,615.72 
GDX VanEck Gold Miners ETF
-3.49%
-$38,080.15 
AES AES Corporation
-1.15%
-$1,771.4 
XOM Exxon Mobil Corporation
-0.97%
-$32,295.24 
WDIV SPDR S&P Global Dividend ETF
-0.95%
-$14,735.2 
GGG Graco Inc.
-0.76%
-$1,830 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$161,939.97 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$9,849.93 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,445.24 
AMGN Amgen Inc.
-0.64%
-$3,732.42 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,015.81 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,667.82 
SCHF Schwab International Equity ETF
-0.58%
-$78,792 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$43,692.73 
IWM iShares Russell 2000 ETF
-0.47%
-$11,591.13 
DVY iShares Select Dividend ETF
-0.45%
-$1,152.69 
BNL Broadstone Net Lease Inc.
-0.42%
-$1,297.26 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$5,691.4 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$16,194.56 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$92,610.57 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$133,674.14 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$4,355.12 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$3,665.44 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$802.92 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$56,165.67 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$69,102.54 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$6,642.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$51,106.68 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$29,963.04 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$24,631.55 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$13,144.2 
VO Vanguard Mid-Cap ETF
-0.05%
-$197.36 Events
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Dividends
Dividend Analysis
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| Trades 938 | Longs Won 685/938 73% | Profit Factor 10.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $602,763.49 |
| Average Win $163,222.69 | Best Trade (Aug 14) $13.73M | Sharpe Ratio -9.46 |
| Average Loss -$40,813.44 | Worst Trade (Jun 30) -$1.1M | Z-Score 15.76 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 4d | Expectancy $108,189.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,061 | $1.06M | $1.87M | - | $809,215.19 | 76.12% | -7.354% |
| AEE Ameren Corporation | 1,950 | $220,428 | $213,739.5 | - | -$6,688.5 | -3.03% | +0.791% |
| AES AES Corporation | 10,420 | $244,638.9 | $152,965.6 | - | -$91,673.3 | -37.47% | -1.145% |
| AMGN Amgen Inc. | 1,505 | $346,676.67 | $579,665.8 | - | $232,989.13 | 67.21% | -0.64% |
| AMZN Amazon.com Inc | 2,762 | $396,318.86 | $750,103.93 | - | $353,785.07 | 89.27% | +15.321% |
| AVGO Broadcom Inc. | 914 | $253,353.79 | $355,801.92 | - | $102,448.13 | 40.44% | +0.371% |
| BFLY Butterfly Network, Inc. | 30,000 | $142,800.13 | $213,300 | - | $70,499.87 | 49.37% | -12.974% |
| BNL Broadstone Net Lease Inc. | 14,414 | $245,182.26 | $308,603.74 | - | $63,421.48 | 25.87% | -0.419% |
| BRK-B Berkshire Hathaway Inc. | 538 | $273,023.49 | $275,208.52 | - | $2,185.03 | 0.8% | +0.365% |
| CAT Caterpillar Inc. | 481 | $230,029.67 | $391,923.61 | - | $161,893.94 | 70.38% | +0.701% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 481 | $201,962 | $252,197.92 | - | $50,235.92 | 24.87% | +0.539% |
| DVY iShares Select Dividend ETF | 1,601 | $216,612.91 | $258,097.23 | - | $41,484.32 | 19.15% | -0.445% |
| EFA iShares MSCI EAFE ETF | 2,527 | $227,879.5 | $266,800.66 | - | $38,921.16 | 17.08% | -0.621% |
| EFG iShares MSCI EAFE Growth ETF | 174,129 | $19.62M | $21.14M | - | $1.53M | 7.79% | -0.76% |
| EFV iShares MSCI EAFE Value ETF | 101,611 | $5.24M | $8.22M | - | $2.98M | 56.77% | -0.529% |
| GDX VanEck Gold Miners ETF | 14,209 | $493,212.55 | $1.05M | - | $559,674.32 | 113.48% | -3.49% |
| GGG Graco Inc. | 3,000 | $201,780 | $238,140 | - | $36,360 | 18.02% | -0.763% |
| GLW Corning Incorporated | 1,277 | $326,282 | $176,545.25 | - | -$149,736.75 | -45.89% | +2.241% |
| GOOG Alphabet Inc | 1,361 | $243,690.28 | $485,400.64 | - | $241,710.36 | 99.19% | +6.884% |
| GOOGL Alphabet Inc | 1,166 | $204,378.75 | $415,247.58 | - | $210,868.83 | 103.18% | +6.734% |
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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 - $5.28M, Schwab International Equity ETF - $2.23M, Schwab U.S. Large-Cap Value ETF - $1.85M, Vanguard High Dividend Yield ETF - $1.75M, and iShares U.S. Treasury Bond ETF - $1.32M. 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 - $262,327.13, Schwab Emerging Markets Equity ETF - $142,394.09, and Alphabet Inc - $117,076.05. 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 $21.75M earned over time. The largest contributors to dividend income include Vanguard Dividend Appreciation ETF - $3.12M, Vanguard High Dividend Yield ETF - $1.53M, iShares 0-5 Year TIPS Bond ETF - $1.31M, Vanguard Tax-Exempt Bond ETF - $1.21M, 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.
