Matthew Francis Dean Portfolio
Invests via Evelyn Partners Investment Management (Europe) Ltd. | Managed by Matthew Francis Dean
Invests via Evelyn Partners Investment Management (Europe) Ltd.
Managed by Matthew Francis Dean
Automatically Tracked
Veteran investor and operating executive focused on growth-stage technology and fintech companies, with experience across corporate strategy, M&A and capital markets. Matthew Francis Dean is known for leading strategic investments, taking board seats and executing operational turnarounds at portfolio companies, combining deal experience with hands-on operating responsibilities. Holds graduate and undergraduate degrees with a finance and strategy orientation and maintains an active advisory and angel investing presence.
Veteran investor and operating executive focused on growth-stage technology and fintech companies, with experience across corporate strategy, M&A and capital markets. Matthew Francis Dean is known for leading strategic investments, taking board seats and executing operational turnarounds at portfolio companies, combining deal experience with hands-on operating responsibilities. Holds graduate and undergraduate degrees with a finance and strategy orientation and maintains an active advisory and angel investing presence.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities where strategic capital and operator-led guidance accelerate scale. Prioritizes investments with clear product-market fit, recurring revenue models and defensible unit economics, then partners actively through board roles and hands-on operational support. Capital allocation favors equity in follow-on rounds to preserve upside while using disciplined valuation thresholds and milestone-driven tranche commitments. Time horizon is multi-year, targeting transformational growth and exit via strategic sale or IPO; risk managed through concentrated expertise, operational intervention and selective syndication.
Focuses on growth-stage technology and fintech opportunities where strategic capital and operator-led guidance accelerate scale. Prioritizes investments with clear product-market fit, recurring revenue models and defensible unit economics, then partners actively through board roles and hands-on operational support. Capital allocation favors equity in follow-on rounds to preserve upside while using disciplined valuation thresholds and milestone-driven tranche commitments. Time horizon is multi-year, targeting transformational growth and exit via strategic sale or IPO; risk managed through concentrated expertise, operational intervention and selective syndication.
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:
26.49%
Gain -0.02%
Monthly
1.18%
Yearly
15.15%
Drawdown
17.28%
$324.63M
Equity
Holdings
$324.63M
Investment
$287.46M
$57.29M
Profit -$310,992
Realized
$20.12M
Unrealized
$37.16M
Dividends
$4.26M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$310,992
Win %
68%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$310,992
Win %
68%
This Month
Compared to last month
Gain
3%
Profit
$9.46M
Win %
68%
This Year
Compared to last year
Gain
12.02%
Profit
$34.82M
Win %
63%
AMZN Amazon.com Inc
+15.32%
+$916,431.75 
GTE Gran Tierra Energy Inc.
+11.96%
+$0.8 
GOOG Alphabet Inc
+6.88%
+$128,517.15 
GOOGL Alphabet Inc
+6.73%
+$890,171.52 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$296.5 
SOLS Sollensys Corp
+4.84%
+$567.12 
FERG Ferguson Enterprises Inc
+3.52%
+$5,634.79 
OXY-WT Occidental Petroleum Corporation
+3.39%
+$8.05 
META Meta Platforms Inc Class A
+3.28%
+$36,067.18 
MSFT Microsoft Corp.
+3.02%
+$395,756.05 
NVDA NVIDIA Corporation
+2.93%
+$148,066.19 
P Everpure Inc.
+2.81%
+$3,481.5 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$113,406.54 
CVX Chevron Corporation
+2.35%
+$4,339.2 
DVN Devon Energy Corporation
+2.17%
+$864.96 
CDNS Cadence Design Systems, Inc.
+2.16%
+$13,255.16 
SKYY First Trust Cloud Computing ETF
+2.12%
+$121,279.99 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$73,891.56 
OXY Occidental Petroleum Corporation
+2%
+$45.92 
LHX L3Harris Technologies, Inc.
+1.9%
+$8,539.81 
PANW Palo Alto Networks, Inc.
+1.89%
+$17,392.2 
ZG Zillow Group, Inc.
+1.88%
+$320 
CRM Salesforce Inc
+1.83%
+$6,388.29 
ZTS Zoetis Inc.
+1.66%
+$2,885.4 
ACN Accenture plc Class A
+1.61%
+$644.35 
VZ Verizon Communications Inc.
+1.52%
+$535.5 
IYC iShares U.S. Consumer Discretionary ETF
+1.5%
+$600 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$489.6 
SLB Schlumberger Limited
+1.39%
+$240.04 
WFC Wells Fargo & Company
+1.19%
+$1,729.92 
LND BrasilAgro - Companhia Brasileira de Propriedades Agrícolas S.A. ADR
+1.08%
+$7.32 
ADBE Adobe Inc.
+1.01%
+$37.65 
XLE Energy Select Sector SPDR Fund
+1%
+$3,908.16 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$566.16 
TTE TotalEnergies SE
+0.95%
+$55,434.94 
LOGI Logitech International S.A.
+0.9%
+$318.5 
IBM International Business Machines Corporation
+0.86%
+$897.69 
CP Canadian Pacific Kansas City Limited
+0.83%
+$3,087.9 
NIO Nio Inc.
+0.83%
+$200 
MCD McDonald's Corporation
+0.82%
+$24,252.91 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$6,770.95 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$288.4 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$116,209.71 
VOO Vanguard S&P 500 ETF
+0.71%
+$16,859.48 
CAT Caterpillar Inc.
+0.7%
+$1,134 
IVV iShares Core S&P 500 ETF
+0.69%
+$911.36 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$722.31 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$13,932.72 
IXC iShares Global Energy ETF
+0.63%
+$561.4 
MO Altria Group, Inc.
+0.57%
+$264.42 
APH Amphenol Corporation
+0.55%
+$205.92 
HON Honeywell International Inc.
+0.47%
+$1,578.33 
PJT PJT Partners Inc.
+0.45%
+$9.88 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$1,004.38 
PG Procter & Gamble Co
+0.37%
+$2,276.35 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$2,302.56 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$52,429.68 
BAC Bank of America Corporation
+0.36%
+$7,324.9 
MRK Merck & Co., Inc.
+0.32%
+$35.67 
JXN Jackson Financial Inc.
+0.31%
+$2.66 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$2,837.56 
JPM JPMorgan Chase & Co.
+0.27%
+$12,974.82 
KBE SPDR S&P Bank ETF
+0.24%
+$60.35 
CM Canadian Imperial Bank of Commerce
+0.24%
+$126 
CME CME Group Inc.
+0.21%
+$111.15 
JNJ Johnson & Johnson
+0.21%
+$9,490.71 
FIW First Trust Water ETF
+0.2%
+$5,188.04 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$128.4 
URTH iShares MSCI World ETF
+0.19%
+$40,928.55 
INTU Intuit Inc.
+0.18%
+$5.7 
CB Chubb Limited
+0.15%
+$1,445.31 
BDX Becton, Dickinson and Company
+0.1%
+$95.37 
ISRG Intuitive Surgical, Inc.
+0.1%
+$375.83 
C Citigroup Inc.
+0.1%
+$274.93 
WMT Walmart Inc.
+0.09%
+$448.11 
ABT Abbott Laboratories
+0.09%
+$60.75 
SOXX iShares Semiconductor ETF
+0.07%
+$4,038.95 
DIS The Walt Disney Company
+0.03%
+$88.65 
OGN Organon & Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 TRI
TRI
0%
$0 G364
G3643J108
0%
$0 
RBLX Roblox Corporation
-26.85%
-$13,070 
COIN Coinbase Global, Inc.
-10.59%
-$61,763.16 
RIOT Riot Platforms, Inc.
-8.82%
-$1,170 
AAPL Apple Inc.
-7.35%
-$674,520.4 
SYK Stryker Corporation
-6.42%
-$60,161.62 
LIN Linde plc
-5.95%
-$38,823.59 
IP International Paper Company
-5.38%
-$1,443.04 
CLSK CleanSpark, Inc.
-5.37%
-$702 
MSTR Strategy Inc.
-4.56%
-$5,352 
AG First Majestic Silver Corp
-4.21%
-$3,102 
NG NovaGold Resources Inc.
-3.95%
-$768 
AU AngloGold Ashanti plc
-3.66%
-$1,505 
AEM Agnico Eagle Mines Limited
-3.63%
-$4,110 
DCH Dauch Corporation
-3.58%
-$27.72 
SW Smurfit WestRock PLC
-3.26%
-$118,052.65 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$4,627.68 
IBKR Interactive Brokers Group Inc.
-2.75%
-$1,489.02 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$21,194.91 
ABBV AbbVie Inc.
-2.51%
-$10,578.45 
XPH SPDR S&P Pharmaceuticals ETF
-2.41%
-$7,140.01 
RGLD Royal Gold Inc.
-2.31%
-$2,870.27 
NEM Newmont Corporation
-2.14%
-$4,622.75 
BUR Burford Capital Limited
-2.14%
-$171.36 
AGI Alamos Gold Inc.
-2.01%
-$1,881 
NFLX Netflix, Inc.
-2%
-$38,558.6 
PSLV Sprott Physical Silver Trust
-1.98%
-$3,458 
LVS Las Vegas Sands Corp.
-1.97%
-$676.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$924 
APD Air Products and Chemicals, Inc.
-1.77%
-$1,168.2 
MANU Manchester United plc
-1.75%
-$403.85 
UNH UnitedHealth Group Incorporated
-1.68%
-$8,208.28 
PHYS Sprott Physical Gold Trust
-1.61%
-$1,625 
GLD SPDR Gold Shares
-1.49%
-$309,380.45 
KDP Keurig Dr Pepper Inc.
-1.43%
-$1,058.4 
IEX IDEX Corporation
-1.42%
-$398.4 
NKE Nike, Inc. - Class B
-1.37%
-$23.78 
DPZ Domino's Pizza Inc.
-1.37%
-$389.61 
AER AerCap Holdings N.V.
-1.29%
-$1,566.16 
FCX Freeport-McMoRan Inc.
-1.28%
-$1,085.4 
EPP iShares MSCI Pacific ex Japan ETF
-1.26%
-$192.24 
MDLZ Mondelez International, Inc.
-1.22%
-$4,134.91 
ICLR ICON plc
-1.18%
-$196 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$310.66 
NEE NextEra Energy, Inc.
-1.15%
-$1,478.64 
RCL Royal Caribbean Group
-1.13%
-$764.4 
CRH CRH plc
-1.03%
-$218,313.37 
NDAQ Nasdaq, Inc.
-1.02%
-$18,009.99 
KO The Coca-Cola Company
-1.02%
-$7,076.7 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$879.12 
UPS United Parcel Service, Inc.
-1%
-$262.5 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$37,384.7 
VMC Vulcan Materials Company
-0.98%
-$178.89 
XOM Exxon Mobil Corporation
-0.97%
-$5,209.65 
RACE Ferrari N.V.
-0.97%
-$486.36 
EWJ iShares MSCI Japan ETF
-0.96%
-$1,210.5 
ALC Alcon Inc.
-0.96%
-$268 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$341.6 
KMB Kimberly-Clark Corporation
-0.8%
-$1,372.8 
WAT Waters Corporation
-0.79%
-$215.28 
PYPL PayPal Holdings Inc
-0.76%
-$183.04 
SPGI S&P Global Inc.
-0.74%
-$3,152.9 
MA Mastercard Incorporated
-0.74%
-$49,661.3 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$14,691.84 
BLK BlackRock, Inc.
-0.73%
-$1,077.3 
MAR Marriott International Inc. - Class A
-0.71%
-$2,014.02 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$827.58 
GS The Goldman Sachs Group, Inc.
-0.63%
-$27,002.12 
AMT American Tower Corporation
-0.63%
-$1,163.81 
PM Philip Morris International Inc.
-0.61%
-$967.59 
DHR Danaher Corporation
-0.61%
-$3,386.74 
VLTO Veralto Corporation
-0.57%
-$108.54 
SBUX Starbucks Corporation
-0.57%
-$348 
VNQ Vanguard Real Estate ETF
-0.54%
-$144.72 
FTCS First Trust Capital Strength ETF
-0.51%
-$88,674.72 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$13.34 
PEP PepsiCo, Inc.
-0.46%
-$2,240.64 
DVY iShares Select Dividend ETF
-0.45%
-$108 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,533.2 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$6,575.22 
VGT Vanguard Information Technology ETF
-0.38%
-$59,759.68 
FDX FedEx Corporation
-0.37%
-$388.7 
MDT Medtronic plc
-0.37%
-$28.16 
TMUS T-Mobile US, Inc.
-0.36%
-$25.2 
CL Colgate-Palmolive Company
-0.33%
-$2,274.3 
RY Royal Bank of Canada
-0.29%
-$152.5 
SDY SPDR S&P Dividend ETF
-0.28%
-$31,645.68 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$4,585.36 
BX Blackstone Inc.
-0.25%
-$8,804.99 
COST Costco Wholesale Corporation
-0.24%
-$3,647.95 
VB Vanguard Small-Cap ETF
-0.22%
-$527.98 
MKL Markel Group Inc.
-0.2%
-$832.77 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$7,945.29 
BKNG Booking Holdings Inc.
-0.18%
-$2,915.67 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,557.23 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$9,163.84 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$99.6 
XLF Financial Select Sector SPDR Fund
-0.1%
-$413.4 
TIP iShares TIPS Bond ETF
-0.1%
-$3,280.75 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$103.9 
EWG iShares MSCI Germany ETF
-0.07%
-$400.62 
FXI iShares China Large-Cap ETF
-0.06%
-$69.2 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$22.29 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$105.25 
V Visa Inc. Class A
-0.04%
-$1,366.16 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$35.99 Events
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Dividends
Dividend Analysis
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| Trades 688 | Longs Won 403/688 58% | Profit Factor 3.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $903,120.49 |
| Average Win $207,482.09 | Best Trade (Jun 30) $20.3M | Sharpe Ratio -5.1 |
| Average Loss -$92,310.58 | Worst Trade (Aug 19) -$5.88M | Z-Score 3.9 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $83,265.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 3,521 | 3,169 | 2,817 | 2,465 | 2,113 | 1,761 | 1,408 | 1,056 | 704 | 352 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,509 | $5.92M | $8.5M | - | $2.58M | 43.63% | -7.354% |
| ABBV AbbVie Inc. | 1,635 | $295,948.9 | $410,286.9 | - | $114,338 | 38.63% | -2.513% |
| ABT Abbott Laboratories | 675 | $81,556.78 | $71,347.5 | - | -$10,209.28 | -12.52% | +0.085% |
| ACN Accenture plc Class A | 245 | $60,417 | $40,650.4 | - | -$19,766.6 | -32.72% | +1.611% |
| ADBE Adobe Inc. | 15 | $5,803.2 | $3,756.15 | - | -$2,047.05 | -35.27% | +1.013% |
| AEM Agnico Eagle Mines Limited | 750 | $126,295 | $108,952.5 | - | -$17,342.5 | -13.73% | -3.635% |
| AER AerCap Holdings N.V. | 795 | $96,195 | $119,965.49 | - | $23,770.49 | 24.71% | -1.289% |
| AG First Majestic Silver Corp | 4,700 | $57,704 | $70,641 | - | $12,937 | 22.42% | -4.207% |
| AGI Alamos Gold Inc. | 3,300 | $115,004 | $91,839 | - | -$23,165 | -20.14% | -2.007% |
| ALC Alcon Inc. | 400 | $29,762.67 | $27,576 | - | -$2,186.67 | -7.35% | -0.963% |
| AMD Advanced Micro Devices, Inc. | 100 | $15,264.06 | $47,615 | - | $32,350.94 | 211.94% | -1.904% |
| AMT American Tower Corporation | 1,058 | $230,220.8 | $183,414.88 | - | -$46,805.92 | -20.33% | -0.631% |
| AMZN Amazon.com Inc | 25,400 | $5.58M | $6.9M | - | $1.32M | 23.59% | +15.321% |
| APD Air Products and Chemicals, Inc. | 220 | $62,027.78 | $64,875.8 | - | $2,848.02 | 4.59% | -1.769% |
| APH Amphenol Corporation | 468 | $29,583.7 | $37,603.8 | - | $8,020.1 | 27.11% | +0.551% |
| AU AngloGold Ashanti plc | 500 | $35,165 | $39,660 | - | $4,495 | 12.78% | -3.656% |
| AZN AstraZeneca PLC American Depositary Shares | 21,991 | $4.27M | $3.73M | - | -$542,399.76 | -12.69% | -0.992% |
| BABA Alibaba Group Holding Limited SP ADR | 50 | $5,670.5 | $6,112.5 | - | $442 | 7.79% | +5.098% |
| BAC Bank of America Corporation | 33,295 | $1.64M | $2.06M | - | $423,072.85 | 25.8% | +0.356% |
| BDX Becton, Dickinson and Company | 561 | $82,548.91 | $92,912.82 | - | $10,363.91 | 12.55% | +0.103% |
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FAQ
Which stocks have generated the highest profits for Matthew Francis Dean?
The largest contributions to the portfolio's profits come from the following stocks: Markel Group Inc - $20.36M, Booking Holdings Inc - $4.28M, Berkshire Hathaway Inc - $2.3M, SPDR Gold Shares - $2.05M, and Stryker Corporation - $803,716.71. 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: UnitedHealth Group Incorporated - $1.73M, Vanguard Information Technology ETF - $1.38M, Alphabet Inc - $1.22M, Blackstone Inc - $936,131.06, and CRH plc - $929,630.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Francis Dean's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.26M earned over time. The largest contributors to dividend income include CRH plc - $360,351.18, iShares iBoxx $ Investment Grade Corporate Bond ETF - $311,148.34, iShares MSCI World ETF - $294,708.12, SPDR S&P Dividend ETF - $286,397, and Blackstone Inc - $234,827.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Francis Dean's monthly returns?
Matthew Francis Dean's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Matthew Francis Dean's strategy be considered aggressive or moderate?
Matthew Francis Dean's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Matthew Francis Dean's strategy?
Matthew Francis Dean's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
