Matthew Watters Portfolio

Invests via Midwest Heritage Bank, FSB | Managed by Midwest Heritage Financial Advisors (a separately identifiable department of Midwest Heritage Bank, FSB), Matthew Watters

Invests via Midwest Heritage Bank, FSB

Managed by Midwest Heritage Financial Advisors (a separately identifiable department of Midwest Heritage Bank, FSB), Matthew Watters

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Tracking: 0 Updated: Jun 12 at 08:11 PM

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Matthew Watters Profile

Matthew Watters has built an extensive career as a corporate builder, focusing on transformative leadership within the technology sector. With significant expertise in spearheading growth initiatives and streamlining operations, he has played key roles in advancing organizational objectives. His strategic insight into market dynamics positions him uniquely in guiding companies toward enhanced performance and competitive differentiation. As a visionary leader, Watters is adept at identifying opportunities that drive sustainable growth while fostering innovative solutions that resonate with evolving consumer needs. His contributions to various ventures underscore his commitment to operational excellence and adaptability within fast-paced environments.

Investment Philosophy & Strategy

Transformative leadership in the technology sector drives investment decisions and business strategies for Matthew Watters. His focus on identifying growth opportunities and enhancing operational efficiency informs a unique approach to value creation. The emphasis is on leveraging technological advancements to foster innovative solutions that meet shifting consumer demands, while maintaining competitive differentiation within the market. A strong track record of executing strategic initiatives underpins an unwavering commitment to continuous improvement, adapting proactively to industry trends and customer preferences.

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:

31.78%

Gain +0.37%

Monthly

0.32%

Yearly

3.89%

Drawdown

15.36%

$342.45M

Equity

Holdings

$342.45M

Investment

$257.89M

$78.95M

Profit +$1.46M

Realized

-$5.61M

Unrealized

$84.56M

Dividends

$16.48M

Goals

Avg. 97% completed goals

Yearly

Gain > 5%

2026

94%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.37%

Profit

$1.46M

Win %

84%

This Week

Compared To Last Week

Gain

-0.19%

Profit

-$647,548.32

Win %

84%

This Month

Compared to last month

Gain

-0.16%

Profit

-$530,741.83

Win %

84%

This Year

Compared to last year

Gain

4.69%

Profit

$17.1M

Win %

83%

Gainers
Losers

PFG Principal Financial Group, Inc.

+1.3%

+$4,495.87

DFAS Dimensional U.S. Small Cap ETF

+1%

+$158,272.8

AVUV Avantis U.S. Small Cap Value ETF

+0.95%

+$82,017

BRK-A Berkshire Hathaway Inc.

+0.93%

+$6,789

FTA First Trust Large Cap Value AlphaDEX Fund

+0.91%

+$40,841.86

AVLV Avantis U.S. Large Cap Value ETF

+0.74%

+$27,058.62

CVX Chevron Corporation

+0.74%

+$3,525.01

MO Altria Group, Inc.

+0.71%

+$2,515.83

AVUS Avantis U.S. Equity ETF

+0.69%

+$2,804.01

BRK-B Berkshire Hathaway Inc.

+0.69%

+$1,728.61

DFAC Dimensional U.S. Core Equity 2 ETF

+0.69%

+$382,854.9

CGDV Capital Group Dividend Value ETF

+0.68%

+$234,138.3

JHSC John Hancock Multifactor Small Cap ETF

+0.63%

+$7,287.9

IYW iShares U.S. Technology ETF

+0.62%

+$2,345.34

FTEC Fidelity MSCI Information Technology Index ETF

+0.62%

+$4,246.93

DYNF iShares U.S. Equity Factor Rotation Active ETF

+0.59%

+$1,850.55

IVV iShares Core S&P 500 ETF

+0.58%

+$9,034.33

VOO Vanguard S&P 500 ETF

+0.58%

+$10,273.07

CGCV Capital Group Conservative Equity ETF

+0.53%

+$37,683.9

QUAL iShares MSCI USA Quality Factor ETF

+0.51%

+$10,442.97

CGUS Capital Group Core Equity ETF

+0.51%

+$231,680.02

EFV iShares MSCI EAFE Value ETF

+0.48%

+$2,508.76

ESGU iShares ESG Aware MSCI USA ETF

+0.48%

+$5,428.8

DFAE Dimensional Emerging Core Equity Market ETF

+0.45%

+$40,796.64

ACWI iShares MSCI ACWI ETF

+0.42%

+$10,220.76

DFAX Dimensional World ex U.S. Core Equity 2 ETF

+0.42%

+$3,758.28

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.41%

+$1,450.35

DFAI Dimensional International Core Equity Market ETF

+0.4%

+$65,506.65

DUHP Dimensional US High Profitability ETF

+0.39%

+$84,451.52

SPYM State Street SPDR Portfolio S&P 500 ETF

+0.29%

+$21,990.18

DIHP Dimensional International High Profitability Portfolio

+0.29%

+$7,452.5

XOM Exxon Mobil Corporation

+0.28%

+$1,626.47

CGGR Capital Group Growth ETF

+0.15%

+$23,501.45

CGGG Capital Group U.S. Large Growth ETF

+0.14%

+$3,141.2

FPE First Trust Preferred Securities and Income ETF

+0.08%

+$7,126.47

SGOV iShares 0-3 Month Treasury Bond ETF

+0.03%

+$60.03

EFG iShares MSCI EAFE Growth ETF

+0.02%

+$56.14

CGHM Capital Group Municipal High-Income ETF

CASY Casey's General Stores Inc.

-2.31%

-$10,802.54

AAPL Apple Inc.

-1.52%

-$5,062.5

AMZN Amazon.com Inc

-1.23%

-$5,254

NXP Nuveen Select Tax-Free Income Portfolio

-0.52%

-$898.87

TLT iShares 20+ Year Treasury Bond ETF

-0.26%

-$12,097.36

F-PD Ford Motor Company 6.500% Notes

-0.23%

-$664.55

DFGP Dimensional Global Core Fixed Income Fund

-0.11%

-$20,759.1

CGCB Capital Group Core Bond ETF

-0.1%

-$272.37

CGMS Capital Group U.S. Multi-Sector Income ETF

-0.07%

-$325.8

CGCP Capital Group Core Plus Income ETF

-0.07%

-$19,904.78

CGMU Capital Group Municipal Income ETF

-0.06%

-$259.23

SHY iShares 1-3 Year Treasury Bond ETF

-0.02%

-$2,019.1

SPTS SPDR Portfolio Short Term Treasury ETF

-0.02%

-$35.22

Events

Dividends

Dividend Analysis

No Data

Trades 894	Longs Won 502/894 56%	Profit Factor 7.83
Profitability	Shorts Won 0/0 0%	Standard Deviation $452,651.21
Average Win $180,312.66	Best Trade (Jun 12) $6.76M	Sharpe Ratio -9.19
Average Loss -$29,497.97	Worst Trade (Sep 30) -$569,848	Z-Score 1.17 (75.94%)
Commissions $0	Avg. Trade Length 1y 8m 1w 1d	Expectancy $88,315.16

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	11,628	10,465	9,302	8,140	6,977	5,814	4,651	3,488	2,326	1,163