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
Automatically Tracked
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.
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.
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:
78.92%
Gain
Monthly
0.94%
Yearly
11.94%
Drawdown
22.66%
$348.97M
Equity
Holdings
$348.97M
Investment
$265.49M
$77.61M
Profit -$1,044.01
Realized
-$5.87M
Unrealized
$83.48M
Dividends
$17.74M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1,044.01
Win %
77%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$2.36M
Win %
77%
This Month
Compared to last month
Gain
-1.1%
Profit
-$3.87M
Win %
77%
This Year
Compared to last year
Gain
-1.1%
Profit
-$3.87M
Win %
76%
AAPL Apple Inc.
+0.94%
+$3,566.25 
CGHM Capital Group Municipal High-Income ETF
+0.27%
+$1,624.14 
NVDA NVIDIA Corporation
+0.25%
+$691.01 
BRK-A Berkshire Hathaway Inc.
+0.02%
+$144 
XOM Exxon Mobil Corporation
+0.01%
+$38.67 
ACWI iShares MSCI ACWI ETF
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CASY Casey's General Stores Inc.
0%
$0 
CGCB Capital Group Core Bond ETF
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
+$1.38 
CGCV Capital Group Conservative Equity ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGGG Capital Group U.S. Large Growth ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CGMU Capital Group Municipal Income ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
+$0.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFGP Dimensional Global Core Fixed Income Fund
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
-$0.01 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
F Ford Motor Company
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
FTA First Trust Large Cap Value AlphaDEX Fund
0%
+$4.37 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.02 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JHSC John Hancock Multifactor Small Cap ETF
0%
+$2.4 
MO Altria Group, Inc.
0%
$0 
PFG Principal Financial Group, Inc.
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 932 | Longs Won 502/932 53% | Profit Factor 7.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $448,544.68 |
| Average Win $179,281.78 | Best Trade (Jul 29) $6.8M | Sharpe Ratio -9.14 |
| Average Loss -$28,806.01 | Worst Trade (Sep 30) -$569,848 | Z-Score 2.46 (98.6%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 3d | Expectancy $83,275.61 |
| 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 | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Watters?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Core Plus Income ETF - $2.91M, First Trust Large Cap Value AlphaDEX Fund - $2.57M, Dimensional U.S. Core Equity 2 ETF - $1.18M, First Trust Preferred Securities and Income ETF - $1.14M, and Capital Group Core Equity ETF - $1.02M. 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 ESG Aware MSCI USA ETF - $597,767.96, Dimensional World ex U.S. Core Equity 2 ETF - $484,635.08, iShares U.S. Treasury Bond ETF - $441,330.22, John Hancock Multifactor Small Cap ETF - $344,550.67, and Dimensional Emerging Core Equity Market ETF - $316,847.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Watters's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.74M earned over time. The largest contributors to dividend income include Capital Group Core Plus Income ETF - $2.91M, Dimensional U.S. Core Equity 2 ETF - $1.64M, First Trust Preferred Securities and Income ETF - $1.24M, Dimensional International Core Equity Market ETF - $1.19M, and First Trust Large Cap Value AlphaDEX Fund - $1.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Watters's monthly returns?
Matthew Watters'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 Watters's strategy be considered aggressive or moderate?
Matthew Watters'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 Watters's strategy?
Matthew Watters'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.
