MATTHEW HALL Portfolio
Invests via Hill Investment Group Partners, LLC | Managed by Matthew Zenz
Invests via Hill Investment Group Partners, LLC
Managed by Matthew Zenz
Automatically Tracked
MATTHEW HALL Profile
Seasoned operating executive and investor focused on growth-stage technology and financial services, with experience leading strategy, M&A and capital-raising initiatives across public and private markets. Matthew Hall combines operational leadership with portfolio construction and board-level oversight, advising scaling management teams on go-to-market, unit economics and governance. Market-oriented, pragmatic approach suited to crossover investors, corporate buyers and PE sponsors.
Seasoned operating executive and investor focused on growth-stage technology and financial services, with experience leading strategy, M&A and capital-raising initiatives across public and private markets. Matthew Hall combines operational leadership with portfolio construction and board-level oversight, advising scaling management teams on go-to-market, unit economics and governance. Market-oriented, pragmatic approach suited to crossover investors, corporate buyers and PE sponsors.
Investment Philosophy & Strategy
Operates with a growth-stage, market-oriented playbook prioritizing capital-efficient scaling in technology and financial services. Blends operating experience and board-level oversight to underwrite investments on unit-economics, go-to-market durability and M&A exit optionality. Prefers structured, staged capital with active governance, performance milestones and CRO/CEO alignment. Time horizon is medium-to-long, targeting companies suited to crossover buyers, corporate strategic acquirers or private-equity sponsorship.
Operates with a growth-stage, market-oriented playbook prioritizing capital-efficient scaling in technology and financial services. Blends operating experience and board-level oversight to underwrite investments on unit-economics, go-to-market durability and M&A exit optionality. Prefers structured, staged capital with active governance, performance milestones and CRO/CEO alignment. Time horizon is medium-to-long, targeting companies suited to crossover buyers, corporate strategic acquirers or private-equity sponsorship.
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:
118.78%
Gain +0.32%
Monthly
1.12%
Yearly
14.24%
Drawdown
25.83%
$983.12M
Equity
Holdings
$983.12M
Investment
$740.83M
$301.97M
Profit +$2.02M
Realized
$59.68M
Unrealized
$242.29M
Dividends
$70.89M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$2.02M
Win %
82%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$3.76M
Win %
82%
This Month
Compared to last month
Gain
0.53%
Profit
$5.19M
Win %
82%
This Year
Compared to last year
Gain
0.31%
Profit
$3M
Win %
80%
PLBY Plby Group Inc.
+6.57%
+$13,497.44 
LLY Eli Lilly and Company
+4.86%
+$21,675.06 
TFC Truist Financial Corporation
+2.13%
+$6,074.14 
LMT Lockheed Martin Corporation
+1.67%
+$13,280.59 
MRK Merck & Co., Inc.
+1.36%
+$11,228 
MSFT Microsoft Corp.
+1.1%
+$14,760.34 
TD The Toronto-Dominion Bank
+1.05%
+$2,949.54 
AVMU Avantis Core Municipal Fixed Income ETF
+0.92%
+$2,922.93 
AVRE Avantis Real Estate ETF
+0.9%
+$146,160.8 
DFGR Dimensional Global Real Estate ETF
+0.88%
+$16,120.8 
DFSV Dimensional US Small Cap Value ETF
+0.87%
+$43,714.77 
DFAT Dimensional US Targeted Value ETF
+0.86%
+$40,007.24 
VIG Vanguard Dividend Appreciation ETF
+0.81%
+$3,402.75 
DFAS Dimensional U.S. Small Cap ETF
+0.77%
+$2,540.05 
DFSI Dimensional International Sustainability Core 1 ETF
+0.76%
+$4,222.8 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.75%
+$42,994.98 
VB Vanguard Small-Cap ETF
+0.74%
+$2,845.49 
VTV Vanguard Value ETF
+0.68%
+$4,125 
AVUV Avantis U.S. Small Cap Value ETF
+0.65%
+$221,097.8 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$6,411.98 
AVIG Avantis Core Fixed Income ETF
+0.62%
+$163,452.98 
DFIV Dimensional International Value ETF
+0.54%
+$173,759.7 
DFIP Dimensional Inflation-Protected Securities ETF
+0.52%
+$157,755.08 
LVIG Longview Advantage Fixed Income ETF
+0.48%
+$441,802.4 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$5,314.93 
IEFA iShares Core MSCI EAFE ETF
+0.43%
+$2,084.85 
COST Costco Wholesale Corporation
+0.41%
+$1,156.61 
BRK-A Berkshire Hathaway Inc.
+0.39%
+$3,098.99 
VYM Vanguard High Dividend Yield ETF
+0.34%
+$1,041.66 
EBI Longview Advantage ETF
+0.33%
+$1.38M 
AVDE Avantis International Equity ETF
+0.33%
+$39,642.1 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.32%
+$66,767.43 
DFIC Dimensional International Core Equity Market ETF
+0.32%
+$243,088.44 
DISV Dimensional International Small Cap Equity Fund
+0.32%
+$47,322.22 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.29%
+$99,102.75 
AAPL Apple Inc.
+0.25%
+$7,132.34 
AVSU Avantis Responsible U.S. Equity ETF
+0.19%
+$4,537.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.14%
+$780.1 
AVGE FRCL 3 2022Q3 Hb Float
+0.14%
+$306.46 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.13%
+$390.43 
SF Stifel Financial Corp.
+0.09%
+$766.68 
AVUS Avantis U.S. Equity ETF
+0.09%
+$425.92 
GOOGL Alphabet Inc
+0.07%
+$535.03 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.04%
+$887.29 
GOOG Alphabet Inc
+0.03%
+$91.75 
VOO Vanguard S&P 500 ETF
+0.01%
+$103.03 
DELL Dell Technologies Inc.
-8.74%
-$362,273.12 
IREN IREN Limited
-6.51%
-$23,880 
NVDA NVIDIA Corporation
-1.78%
-$41,787.69 
XOM Exxon Mobil Corporation
-1.34%
-$9,276.16 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.14%
-$611,309.16 
AVEM Avantis Emerging Markets Equity ETF
-1.11%
-$160,484.48 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.07%
-$4,704.84 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$3,548.17 
VUG Vanguard Growth ETF
-0.5%
-$5,805 
SPEM SPDR Portfolio Emerging Markets ETF
-0.5%
-$2,912.1 
AVDV Avantis International Small Cap Value ETF
-0.37%
-$197,720 
BSM Black Stone Minerals, L.P.
-0.37%
-$9,761.78 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.29%
-$2,454.9 
NCMI National CineMedia, Inc.
-0.23%
-$292.87 
AMZN Amazon.com Inc
-0.22%
-$708.4 Events
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Dividends
Dividend Analysis
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| Trades 919 | Longs Won 619/919 67% | Profit Factor 14.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.66M |
| Average Win $523,830.93 | Best Trade (Oct 15) $106.85M | Sharpe Ratio -10.36 |
| Average Loss -$74,280 | Worst Trade (Oct 14) -$3.07M | Z-Score 3.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 6d | Expectancy $328,582.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.63% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,198 | $1.99M | $2.82M | - | $832,198.12 | 41.89% | +0.254% |
| AMZN Amazon.com Inc | 1,288 | $285,605.59 | $326,546.64 | - | $40,941.05 | 14.33% | -0.216% |
| AVDE Avantis International Equity ETF | 134,380 | $7.54M | $12.04M | - | $4.5M | 59.67% | +0.33% |
| AVDV Avantis International Small Cap Value ETF | 494,300 | $28.96M | $52.83M | - | $23.87M | 82.4% | -0.373% |
| AVEM Avantis Emerging Markets Equity ETF | 158,896 | $8.7M | $14.3M | - | $5.6M | 64.44% | -1.11% |
| AVGE FRCL 3 2022Q3 Hb Float | 2,189 | $216,975 | $216,470.21 | - | -$504.79 | -0.23% | +0.142% |
| AVIG Avantis Core Fixed Income ETF | 667,155 | $27.17M | $26.52M | - | -$651,167.62 | -2.4% | +0.62% |
| AVMU Avantis Core Municipal Fixed Income ETF | 7,333 | $339,077.92 | $320,195.44 | - | -$18,882.48 | -5.57% | +0.921% |
| AVRE Avantis Real Estate ETF | 365,402 | $15.22M | $16.41M | - | $1.19M | 7.79% | +0.899% |
| AVSU Avantis Responsible U.S. Equity ETF | 26,689 | $1.74M | $2.35M | - | $615,907.78 | 35.42% | +0.193% |
| AVUS Avantis U.S. Equity ETF | 3,872 | $330,869.29 | $500,881.92 | - | $170,012.63 | 51.38% | +0.085% |
| AVUV Avantis U.S. Small Cap Value ETF | 287,140 | $25.09M | $34.45M | - | $9.36M | 37.29% | +0.646% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 19,850 | $2.2M | $2.35M | - | $149,668.65 | 6.79% | +0.038% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,442 | $792,684 | - | -$5,758 | -0.72% | +0.392% |
| BRK-B Berkshire Hathaway Inc. | 2,326 | $831,686.62 | $1.23M | - | $397,918.41 | 47.84% | +0.434% |
| BSM Black Stone Minerals, L.P. | 177,487 | $1.91M | $2.62M | - | $707,285.94 | 37.07% | -0.372% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 204,738 | $3.59M | $5.8M | - | $2.21M | 61.67% | +0.747% |
| COST Costco Wholesale Corporation | 287 | $186,681.99 | $282,990.61 | - | $96,308.62 | 51.59% | +0.41% |
| DELL Dell Technologies Inc. | 8,163 | $3.52M | $3.78M | - | $261,951.47 | 7.44% | -8.737% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 460,465 | $13.35M | $20.73M | - | $7.39M | 55.36% | +0.323% |
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FAQ
Which stocks have generated the highest profits for MATTHEW HALL?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $39.29M, Dimensional International Core Equity Market ETF - $8.05M, Avantis U.S. Small Cap Value ETF - $8.02M, Avantis International Small Cap Value ETF - $7.4M, and Avantis Core Fixed Income ETF - $6.14M. 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: Dimensional Emerging Core Equity Market ETF - $364,302.42, Vanguard Total Bond Market Index Fund - $156,086.03, Vanguard Global ex-US Real Estate Index Fund - $106,189.65, Broadcom Inc - $95,219.16, and Dimensional International Core Equity Market ETF - $91,341.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does MATTHEW HALL's portfolio generate?
The portfolio generates substantial dividend income, with a total of $70.89M earned over time. The largest contributors to dividend income include Avantis Core Fixed Income ETF - $10.12M, Dimensional International Core Equity Market ETF - $6.08M, Dimensional Inflation-Protected Securities ETF - $5.8M, Avantis International Small Cap Value ETF - $5.69M, and Dimensional U.S. Core Equity 2 ETF - $5.46M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are MATTHEW HALL's monthly returns?
MATTHEW HALL's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can MATTHEW HALL's strategy be considered aggressive or moderate?
MATTHEW HALL's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow MATTHEW HALL's strategy?
MATTHEW HALL's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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