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:
24.87%
Gain +0.14%
Monthly
1.04%
Yearly
13.2%
Drawdown
17.28%
$320.21M
Equity
Holdings
$320.21M
Investment
$287.46M
$52.89M
Profit +$276,533.45
Realized
$20.14M
Unrealized
$32.75M
Dividends
$4.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$276,533.45
Win %
67%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$68,685.2
Win %
67%
This Month
Compared to last month
Gain
1.76%
Profit
$5.54M
Win %
67%
This Year
Compared to last year
Gain
10.5%
Profit
$30.42M
Win %
62%
NEM Newmont Corporation
+3.27%
+$8,523.9 
RGLD Royal Gold Inc.
+2.78%
+$3,962.7 
C Citigroup Inc.
+2.7%
+$7,032.37 
GTE Gran Tierra Energy Inc.
+2.45%
+$0.26 
JPM JPMorgan Chase & Co.
+2.4%
+$111,045.13 
TTE TotalEnergies SE
+2.37%
+$140,256.9 
PM Philip Morris International Inc.
+2.35%
+$3,849.91 
UL Unilever PLC Sponsored American Depositary Receipt
+2.27%
+$3,657.36 
CRH CRH plc
+2.22%
+$403,549.77 
FCX Freeport-McMoRan Inc.
+2.18%
+$2,050.2 
AEM Agnico Eagle Mines Limited
+2.14%
+$3,007.5 
VMC Vulcan Materials Company
+2.12%
+$358.45 
MAR Marriott International Inc. - Class A
+2.08%
+$6,095.21 
AU AngloGold Ashanti plc
+2.03%
+$930 
SLB Schlumberger Limited
+2.03%
+$345.94 
RCL Royal Caribbean Group
+2%
+$1,176 
WFC Wells Fargo & Company
+1.9%
+$2,662.72 
MDLZ Mondelez International, Inc.
+1.81%
+$6,121.81 
LHX L3Harris Technologies, Inc.
+1.74%
+$6,909.62 
PEP PepsiCo, Inc.
+1.71%
+$7,667.19 
OXY-WT Occidental Petroleum Corporation
+1.68%
+$4.55 
NG NovaGold Resources Inc.
+1.68%
+$352 
BLK BlackRock, Inc.
+1.65%
+$2,500.2 
PG Procter & Gamble Co
+1.6%
+$10,780.44 
AGI Alamos Gold Inc.
+1.56%
+$1,650 
KO The Coca-Cola Company
+1.56%
+$11,283.41 
UPS United Parcel Service, Inc.
+1.54%
+$377.5 
LIN Linde plc
+1.53%
+$9,712.31 
BAC Bank of America Corporation
+1.51%
+$25,970.1 
FERG Ferguson Enterprises Inc
+1.4%
+$2,262.4 
DPZ Domino's Pizza Inc.
+1.4%
+$342.63 
JNJ Johnson & Johnson
+1.38%
+$62,674.5 
APD Air Products and Chemicals, Inc.
+1.38%
+$897.6 
CM Canadian Imperial Bank of Commerce
+1.35%
+$684 
DIS The Walt Disney Company
+1.34%
+$4,388.18 
IXC iShares Global Energy ETF
+1.34%
+$1,315.28 
MKL Markel Group Inc.
+1.32%
+$5,266.87 
AMT American Tower Corporation
+1.31%
+$2,512.75 
KBE SPDR S&P Bank ETF
+1.29%
+$291.1 
HON Honeywell International Inc.
+1.28%
+$3,738.15 
OXY Occidental Petroleum Corporation
+1.23%
+$30.55 
XLE Energy Select Sector SPDR Fund
+1.21%
+$5,332.32 
KMB Kimberly-Clark Corporation
+1.17%
+$1,903.2 
AG First Majestic Silver Corp
+1.15%
+$869.5 
RY Royal Bank of Canada
+1.14%
+$562.5 
DVN Devon Energy Corporation
+1.14%
+$504.56 
FDX FedEx Corporation
+1.14%
+$1,133.99 
CVX Chevron Corporation
+1.13%
+$2,380.8 
AER AerCap Holdings N.V.
+1.1%
+$1,275.97 
SYK Stryker Corporation
+1.08%
+$8,563.74 
BRK-B Berkshire Hathaway Inc.
+1.08%
+$159,544.08 
NEE NextEra Energy, Inc.
+1.08%
+$1,244.4 
CL Colgate-Palmolive Company
+1.06%
+$7,429.38 
EMLP First Trust North American Energy Infrastructure Fund
+1.05%
+$6,403.99 
ACN Accenture plc Class A
+1.04%
+$575.75 
TMUS T-Mobile US, Inc.
+1.01%
+$63.6 
XLF Financial Select Sector SPDR Fund
+1.01%
+$3,858.4 
COST Costco Wholesale Corporation
+1.01%
+$15,792.16 
MO Altria Group, Inc.
+1.01%
+$505.11 
FVD First Trust Value Line Dividend Index Fund
+0.98%
+$42,374.88 
AAPL Apple Inc.
+0.98%
+$92,155.15 
ISRG Intuitive Surgical, Inc.
+0.96%
+$4,290.85 
DXJ WisdomTree Japan Hedged Equity Fund
+0.96%
+$19,799.55 
DVY iShares Select Dividend ETF
+0.91%
+$216 
VGK Vanguard FTSE Europe ETF
+0.91%
+$3,047.24 
MRK Merck & Co., Inc.
+0.9%
+$113.97 
NKE Nike, Inc. - Class B
+0.89%
+$13.53 
WMT Walmart Inc.
+0.88%
+$4,660.24 
V Visa Inc. Class A
+0.88%
+$34,351.68 
VZ Verizon Communications Inc.
+0.88%
+$298.35 
FTCS First Trust Capital Strength ETF
+0.88%
+$150,399.28 
XOM Exxon Mobil Corporation
+0.87%
+$5,175.63 
GS The Goldman Sachs Group, Inc.
+0.86%
+$32,085.9 
SDY SPDR S&P Dividend ETF
+0.84%
+$93,138.27 
ABBV AbbVie Inc.
+0.83%
+$3,825.92 
JXN Jackson Financial Inc.
+0.81%
+$7.49 
EWG iShares MSCI Germany ETF
+0.81%
+$4,473.59 
SW Smurfit WestRock PLC
+0.79%
+$24,752.97 
IEX IDEX Corporation
+0.75%
+$212.4 
IP International Paper Company
+0.73%
+$155.5 
EWJ iShares MSCI Japan ETF
+0.72%
+$921.33 
FIW First Trust Water ETF
+0.71%
+$17,922.32 
CB Chubb Limited
+0.69%
+$6,640.22 
SPGI S&P Global Inc.
+0.67%
+$2,906.41 
XLRE The Real Estate Select Sector SPDR Fund
+0.66%
+$15.95 
KDP Keurig Dr Pepper Inc.
+0.64%
+$517.44 
VNQ Vanguard Real Estate ETF
+0.63%
+$155.44 
RACE Ferrari N.V.
+0.6%
+$303.66 
LND BrasilAgro - Companhia Brasileira de Propriedades Agrícolas S.A. ADR
+0.56%
+$3.66 
EPP iShares MSCI Pacific ex Japan ETF
+0.52%
+$76.09 
PYPL PayPal Holdings Inc
+0.51%
+$120.64 
MANU Manchester United plc
+0.49%
+$98.5 
PSLV Sprott Physical Silver Trust
+0.48%
+$819 
ZTS Zoetis Inc.
+0.46%
+$824.4 
CP Canadian Pacific Kansas City Limited
+0.45%
+$1,649.7 
IYC iShares U.S. Consumer Discretionary ETF
+0.45%
+$178 
SOLS Sollensys Corp
+0.43%
+$52.14 
ABT Abbott Laboratories
+0.38%
+$270 
MA Mastercard Incorporated
+0.38%
+$27,225.93 
CAT Caterpillar Inc.
+0.37%
+$547 
CME CME Group Inc.
+0.35%
+$195.97 
GEHC GE HealthCare Technologies Inc.
+0.33%
+$2,538.97 
PHYS Sprott Physical Gold Trust
+0.3%
+$308.75 
NDAQ Nasdaq, Inc.
+0.28%
+$4,920.26 
VPL Vanguard FTSE Pacific ETF
+0.28%
+$245.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.27%
+$5,672.26 
GLD SPDR Gold Shares
+0.21%
+$45,141.55 
PJT PJT Partners Inc.
+0.21%
+$3.77 
SBUX Starbucks Corporation
+0.21%
+$116 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$238.5 
TIP iShares TIPS Bond ETF
+0.18%
+$5,815.87 
MCD McDonald's Corporation
+0.18%
+$4,740.32 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$263.12 
SUNB Sunbelt Rentals Holdings, Inc.
+0.12%
+$53.2 
OGN Organon & Co.
+0.11%
+$0.34 
VSGX Vanguard ESG International Stock ETF
+0.1%
+$66.4 
DCH Dauch Corporation
+0.1%
+$0.66 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$40.87 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.09%
+$114.29 
EL The Estée Lauder Companies Inc. Class A
+0.08%
+$28.53 
URTH iShares MSCI World ETF
+0.08%
+$17,315.92 
LVS Las Vegas Sands Corp.
+0.08%
+$20.7 
BKNG Booking Holdings Inc.
+0.07%
+$1,071.87 
NVDA NVIDIA Corporation
+0.06%
+$3,241.37 
ALC Alcon Inc.
+0.04%
+$12 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.04%
+$2,290.96 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 TRI
TRI
0%
$0 G364
G3643J108
0%
$0 
MSTR Strategy Inc.
-5.88%
-$10,679.99 
CLSK CleanSpark, Inc.
-5.56%
-$468 
PANW Palo Alto Networks, Inc.
-5.33%
-$55,768.16 
RIOT Riot Platforms, Inc.
-4.55%
-$423 
P Everpure Inc.
-3.88%
-$8,530.5 
SKYY First Trust Cloud Computing ETF
-3.54%
-$240,722.33 
AMD Advanced Micro Devices, Inc.
-3.3%
-$1,856 
CRM Salesforce Inc
-3.18%
-$15,150.5 
CIBR First Trust NASDAQ Cybersecurity ETF
-3.17%
-$133,902.72 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.2%
-$24,474.3 
NFLX Netflix, Inc.
-2.11%
-$40,407.3 
FDN First Trust Dow Jones Internet Index Fund
-2%
-$96,248.49 
ADBE Adobe Inc.
-1.97%
-$74.25 
META Meta Platforms Inc Class A
-1.88%
-$28,294.8 
SOXX iShares Semiconductor ETF
-1.83%
-$105,907.58 
INTU Intuit Inc.
-1.72%
-$56.8 
IGM iShares Expanded Tech Sector ETF
-1.72%
-$4,576.5 
RBLX Roblox Corporation
-1.6%
-$820 
COIN Coinbase Global, Inc.
-1.57%
-$10,276.86 
UNH UnitedHealth Group Incorporated
-1.45%
-$6,861.52 
VGT Vanguard Information Technology ETF
-1.27%
-$216,802.56 
GOOGL Alphabet Inc
-1.27%
-$175,498.88 
BUR Burford Capital Limited
-1.25%
-$78.06 
GOOG Alphabet Inc
-1.16%
-$22,315.66 
XPH SPDR S&P Pharmaceuticals ETF
-1.1%
-$2,953.75 
QQQ Invesco QQQ Trust, Series 1
-1.05%
-$24,005.7 
TMO Thermo Fisher Scientific Inc.
-0.98%
-$18,208.05 
APH Amphenol Corporation
-0.93%
-$711.36 
MSFT Microsoft Corp.
-0.86%
-$135,115.05 
CDNS Cadence Design Systems, Inc.
-0.84%
-$5,044.34 
BX Blackstone Inc.
-0.81%
-$24,488.35 
DHR Danaher Corporation
-0.8%
-$5,293.56 
EEM iShares MSCI Emerging Markets ETF
-0.79%
-$6,838.71 
ICLR ICON plc
-0.79%
-$137.81 
FXI iShares China Large-Cap ETF
-0.73%
-$865 
ZG Zillow Group, Inc.
-0.68%
-$110 
IBM International Business Machines Corporation
-0.65%
-$714.4 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$379.12 
IEMG iShares Core MSCI Emerging Markets ETF
-0.59%
-$236.9 
IBKR Interactive Brokers Group Inc.
-0.52%
-$269.1 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.52%
-$8,288.92 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.51%
-$183.6 
BABA Alibaba Group Holding Limited SP ADR
-0.41%
-$22.5 
WAT Waters Corporation
-0.33%
-$104.4 
NIO Nio Inc.
-0.29%
-$50 
LOGI Logitech International S.A.
-0.28%
-$105 
AZN AstraZeneca PLC American Depositary Shares
-0.26%
-$9,675.82 
VLTO Veralto Corporation
-0.26%
-$52.26 
VB Vanguard Small-Cap ETF
-0.21%
-$492 
SUSA iShares MSCI USA ESG Select ETF
-0.2%
-$132.21 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.13%
-$139.5 
VOO Vanguard S&P 500 ETF
-0.11%
-$2,619.13 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$17,627.22 
IVV iShares Core S&P 500 ETF
-0.07%
-$96.12 
MDT Medtronic plc
-0.05%
-$4.4 
AMZN Amazon.com Inc
-0.05%
-$3,048 
BDX Becton, Dickinson and Company
-0.04%
-$44.87 Events
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Dividends
Dividend Analysis
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| Trades 688 | Longs Won 398/688 57% | Profit Factor 2.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $928,882.22 |
| Average Win $209,265.79 | Best Trade (Jun 30) $20.3M | Sharpe Ratio -5.1 |
| Average Loss -$104,819.73 | Worst Trade (Oct 15) -$8.77M | Z-Score 3.44 (99.94%) |
| Commissions $0 | Avg. Trade Length 9m 3w 1d | Expectancy $76,875.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.25% |
| Consecutive Losing Trades | 3,058 | 2,752 | 2,446 | 2,141 | 1,835 | 1,529 | 1,223 | 917 | 612 | 306 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,509 | $5.92M | $9.5M | - | $3.58M | 60.57% | +0.98% |
| ABBV AbbVie Inc. | 1,635 | $295,948.9 | $467,184.9 | - | $171,236 | 57.86% | +0.826% |
| ABT Abbott Laboratories | 675 | $81,556.78 | $70,929 | - | -$10,627.78 | -13.03% | +0.382% |
| ACN Accenture plc Class A | 245 | $60,417 | $55,681.15 | - | -$4,735.85 | -7.84% | +1.045% |
| ADBE Adobe Inc. | 15 | $5,803.2 | $3,700.8 | - | -$2,102.4 | -36.23% | -1.967% |
| AEM Agnico Eagle Mines Limited | 750 | $126,295 | $143,677.5 | - | $17,382.5 | 13.76% | +2.138% |
| AER AerCap Holdings N.V. | 795 | $96,195 | $117,282.37 | - | $21,087.37 | 21.92% | +1.1% |
| AG First Majestic Silver Corp | 4,700 | $57,704 | $76,492.5 | - | $18,788.5 | 32.56% | +1.15% |
| AGI Alamos Gold Inc. | 3,300 | $115,004 | $107,184 | - | -$7,820 | -6.8% | +1.563% |
| ALC Alcon Inc. | 400 | $29,762.67 | $26,644 | - | -$3,118.67 | -10.48% | +0.045% |
| AMD Advanced Micro Devices, Inc. | 100 | $15,264.06 | $54,367 | - | $39,102.94 | 256.18% | -3.301% |
| AMT American Tower Corporation | 1,058 | $230,220.8 | $194,391.63 | - | -$35,829.17 | -15.56% | +1.31% |
| AMZN Amazon.com Inc | 25,400 | $5.58M | $6.47M | - | $886,416.2 | 15.88% | -0.047% |
| APD Air Products and Chemicals, Inc. | 220 | $62,027.78 | $66,149.6 | - | $4,121.82 | 6.65% | +1.376% |
| APH Amphenol Corporation | 936 | $29,583.81 | $75,563.28 | - | $45,979.47 | 155.42% | -0.933% |
| AU AngloGold Ashanti plc | 500 | $35,165 | $46,715 | - | $11,550 | 32.85% | +2.031% |
| AZN AstraZeneca PLC American Depositary Shares | 21,991 | $4.27M | $3.66M | - | -$617,169.16 | -14.44% | -0.264% |
| BABA Alibaba Group Holding Limited SP ADR | 50 | $5,670.5 | $5,534 | - | -$136.5 | -2.41% | -0.405% |
| BAC Bank of America Corporation | 33,295 | $1.64M | $1.75M | - | $107,769.2 | 6.57% | +1.509% |
| BDX Becton, Dickinson and Company | 561 | $82,548.91 | $108,654.48 | - | $26,105.57 | 31.62% | -0.041% |
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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 - $806,086.55. 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 - $1.36M, Alphabet Inc - $1.21M, Blackstone Inc - $936,131.06, and CRH plc - $843,628.03. 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 $4.97M earned over time. The largest contributors to dividend income include CRH plc - $446,353.59, SPDR S&P Dividend ETF - $352,349.47, iShares iBoxx $ Investment Grade Corporate Bond ETF - $336,534.47, iShares MSCI World ETF - $294,708.12, 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.
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