Matthew Keyes Portfolio
Invests via Heritage Wealth Partners LLC | Managed by Summit Financial LLC
Invests via Heritage Wealth Partners LLC
Managed by Summit Financial LLC
Automatically Tracked
Matthew Keyes Profile
With a strong foundation in technology and entrepreneurship, Matthew Keyes has established himself as a pivotal force in the startup ecosystem. His experience spans several successful ventures where he played key roles in product development and market positioning. As a serial entrepreneur, his innovative approach has led to the launch of multiple companies that focus on digital solutions aimed at enhancing consumer experiences. In addition to founding startups, he engages with emerging companies as an advisor, leveraging his expertise to guide growth strategies and operational efficiencies. This background underscores his relevance as both an operator and mentor within the dynamic landscape of technological advancement.
With a strong foundation in technology and entrepreneurship, Matthew Keyes has established himself as a pivotal force in the startup ecosystem. His experience spans several successful ventures where he played key roles in product development and market positioning. As a serial entrepreneur, his innovative approach has led to the launch of multiple companies that focus on digital solutions aimed at enhancing consumer experiences. In addition to founding startups, he engages with emerging companies as an advisor, leveraging his expertise to guide growth strategies and operational efficiencies. This background underscores his relevance as both an operator and mentor within the dynamic landscape of technological advancement.
Investment Philosophy & Strategy
Market opportunities in the tech sector excite an entrepreneurial spirit, motivating Matthew Keyes to pursue impactful innovations. His deep understanding of product dynamics combined with hands-on experience in early-stage ventures fosters a unique approach to identifying high-potential startups. By emphasizing scalable solutions and user-centric designs, he guides emerging companies through their growth journeys. The focus on operational excellence often leads him to refine business models for sustainability and profitability, enhancing competitive positioning within crowded markets. As both an investor and advisor, his commitment to nurturing breakthrough ideas reinforces his reputation as a catalyst for change in technology.
Market opportunities in the tech sector excite an entrepreneurial spirit, motivating Matthew Keyes to pursue impactful innovations. His deep understanding of product dynamics combined with hands-on experience in early-stage ventures fosters a unique approach to identifying high-potential startups. By emphasizing scalable solutions and user-centric designs, he guides emerging companies through their growth journeys. The focus on operational excellence often leads him to refine business models for sustainability and profitability, enhancing competitive positioning within crowded markets. As both an investor and advisor, his commitment to nurturing breakthrough ideas reinforces his reputation as a catalyst for change in technology.
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:
39.88%
Gain -1.35%
Monthly
0.84%
Yearly
10.63%
Drawdown
13.04%
$85.3M
Equity
Holdings
$85.3M
Investment
$59.74M
$33.15M
Profit -$1.26M
Realized
$7.59M
Unrealized
$25.56M
Dividends
$2.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.35%
Profit
-$1.26M
Win %
84%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$417,817.32
Win %
84%
This Month
Compared to last month
Gain
-0.6%
Profit
-$512,180.16
Win %
84%
This Year
Compared to last year
Gain
5.45%
Profit
$4.41M
Win %
84%
AMD Advanced Micro Devices, Inc.
+4.43%
+$65,301.34 
ORCL Oracle Corporation
+3.22%
+$10,356.06 
TSLA Tesla, Inc.
+2.78%
+$9,231.43 
UNH UnitedHealth Group Incorporated
+2.43%
+$8,148.75 
GS The Goldman Sachs Group, Inc.
+2.34%
+$16,737.35 
XLK State Street Technology Select Sector SPDR ETF
+1.69%
+$20,154.29 
VGT Vanguard Information Technology ETF
+1.42%
+$6,646.08 
GLD SPDR Gold Shares
+1.41%
+$143,379.33 
AVGO Broadcom Inc.
+1.32%
+$19,495 
JPM JPMorgan Chase & Co.
+1.18%
+$10,720.29 
QQQM Invesco NASDAQ 100 ETF
+1.16%
+$15,374.87 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$66,251.36 
XOM Exxon Mobil Corporation
+1.14%
+$17,226.17 
CSCO Cisco Systems, Inc.
+1.09%
+$4,686.33 
LLY Eli Lilly and Company
+1.01%
+$6,681.66 
SCHM Schwab U.S. Mid-Cap ETF
+0.96%
+$5,027.35 
ABBV AbbVie Inc.
+0.87%
+$2,828.7 
ROK Rockwell Automation, Inc.
+0.78%
+$11,056.29 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.67%
+$2,087.83 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.57%
+$19,883 
NVDA NVIDIA Corporation
+0.55%
+$31,772.64 
SCHB Schwab U.S. Broad Market ETF
+0.51%
+$2,579.11 
RDVY First Trust Rising Dividend Achievers ETF
+0.5%
+$1,868.4 
IVV iShares Core S&P 500 ETF
+0.5%
+$39,444.75 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$1,486.1 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$1,470.18 
BUFQ FT Nasdaq Buffer ETF July.
+0.45%
+$1,267.87 
VOO Vanguard S&P 500 ETF
+0.45%
+$1,857.09 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.45%
+$4,469.4 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$1,112.97 
BUFR FT Vestladder Buffer ETF-USD I
+0.33%
+$1,008.36 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$8,152.21 
ZECP Zacks Earnings Consistent Portfolio
+0.23%
+$1,549.72 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.22%
+$738.66 
NFLX Netflix, Inc.
+0.15%
+$295 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.13%
+$672.16 
UAUG Innovator U.S. Equity Ultra Fund
+0.12%
+$1,018.75 
META Meta Platforms Inc Class A
+0.09%
+$1,316.65 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$163.56 
SHV iShares Short Treasury Bond ETF
0%
+$22.42 
NMAR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HD The Home Depot, Inc.
-1.18%
-$2,868.32 
AMZN Amazon.com Inc
-1.03%
-$25,234.98 
V Visa Inc. Class A
-0.92%
-$2,614.26 
CNMD CONMED Corporation
-0.87%
-$1,282.5 
AFL Aflac Inc.
-0.73%
-$1,721.31 
COST Costco Wholesale Corporation
-0.72%
-$2,697.41 
GOOG Alphabet Inc
-0.71%
-$3,612.76 
GOOGL Alphabet Inc
-0.69%
-$25,272 
MSFT Microsoft Corp.
-0.6%
-$12,827.58 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$12,989.21 
MBB iShares MBS ETF
-0.22%
-$472.94 
XLU Utilities Select Sector SPDR Fund
-0.2%
-$477.72 
IEF iShares 7-10 Year Treasury Bond ETF
-0.2%
-$964.22 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.17%
-$2,211.76 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$330.31 
AAPL Apple Inc.
-0.15%
-$6,179.69 
IUSB iShares Core Universal USD Bond ETF
-0.13%
-$1,319.07 
T AT&T Inc.
-0.11%
-$221.05 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.05%
-$122.68 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$166.84 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$323.3 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$143.64 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$71.63 Events
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Dividends
Dividend Analysis
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| Trades 462 | Longs Won 282/462 61% | Profit Factor 20.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $231,756.69 |
| Average Win $123,455.08 | Best Trade (Jul 22) $2.32M | Sharpe Ratio -9.8 |
| Average Loss -$9,249.53 | Worst Trade (Mar 31) -$247,836.32 | Z-Score -1.69 (91.97%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 3d | Expectancy $71,751.98 |
| 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 | 9,259 | 8,333 | 7,407 | 6,481 | 5,556 | 4,630 | 3,704 | 2,778 | 1,852 | 926 |
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FAQ
Which stocks have generated the highest profits for Matthew Keyes?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $2.09M, Apple Inc - $875,154.4, Meta Platforms Inc Class A - $784,719.48, Invesco QQQ Trust, Series 1 - $701,348.58, and SPDR Dow Jones Industrial Average ETF Trust - $655,914.59. 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: Invesco NASDAQ 100 ETF - $234,331.54, Tesla, Inc - $114,016.09, Vanguard Extended Duration Treasury ETF - $91,477.88, Alphabet Inc - $81,474.08, and Utilities Select Sector SPDR Fund - $60,237.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Keyes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.76M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $374,310.72, SPDR Bloomberg 1-3 Month T-Bill ETF - $307,657.17, iShares Short Treasury Bond ETF - $195,292.61, JPMorgan Ultra-Short Income ETF - $176,753.55, and Exxon Mobil Corporation - $146,930.69. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Keyes's monthly returns?
Matthew Keyes's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Matthew Keyes's strategy be considered aggressive or moderate?
Matthew Keyes'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 Keyes's strategy?
Matthew Keyes'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.
