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:
42.17%
Gain -0.52%
Monthly
0.89%
Yearly
11.16%
Drawdown
13.37%
$88.09M
Equity
Holdings
$88.09M
Investment
$59.74M
$36.56M
Profit -$378,638.71
Realized
$8.21M
Unrealized
$28.35M
Dividends
$2.84M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$378,638.71
Win %
84%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$378,638.71
Win %
84%
This Month
Compared to last month
Gain
-0.58%
Profit
-$509,409.91
Win %
84%
This Year
Compared to last year
Gain
8.9%
Profit
$7.2M
Win %
84%
NFLX Netflix, Inc.
+3.76%
+$8,584.5 
GOOGL Alphabet Inc
+3.08%
+$108,576 
GOOG Alphabet Inc
+2.97%
+$14,407.59 
META Meta Platforms Inc Class A
+2.91%
+$43,497.23 
MSFT Microsoft Corp.
+2.27%
+$59,396.7 
T AT&T Inc.
+2.07%
+$4,774.69 
LLY Eli Lilly and Company
+2.04%
+$13,120.63 
ABBV AbbVie Inc.
+1.73%
+$5,714.28 
COST Costco Wholesale Corporation
+1.58%
+$5,764.68 
AFL Aflac Inc.
+1.5%
+$3,290.46 
UNH UnitedHealth Group Incorporated
+1.32%
+$3,986.93 
V Visa Inc. Class A
+1.05%
+$3,069.07 
BRK-B Berkshire Hathaway Inc.
+1%
+$44,872.11 
HD The Home Depot, Inc.
+1%
+$2,249.53 
AAPL Apple Inc.
+0.54%
+$21,904.35 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$2,016.49 
CNMD CONMED Corporation
+0.15%
+$236.25 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.05%
+$1,482.22 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.02%
+$75.49 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$81.78 
SHV iShares Short Treasury Bond ETF
0%
+$18.68 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 NMAR
NMAR
0%
$0 
AVGO Broadcom Inc.
-4.79%
-$67,530.64 
ORCL Oracle Corporation
-4.42%
-$17,596.02 
GS The Goldman Sachs Group, Inc.
-3.97%
-$27,764.34 
AMD Advanced Micro Devices, Inc.
-3.9%
-$58,935.14 
NVDA NVIDIA Corporation
-2.85%
-$177,754.75 
ROK Rockwell Automation, Inc.
-2.17%
-$28,802.13 
JPM JPMorgan Chase & Co.
-1.72%
-$16,449.09 
CSCO Cisco Systems, Inc.
-1.65%
-$7,165.05 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$19,091.4 
TSLA Tesla, Inc.
-1.4%
-$4,597.76 
GLD SPDR Gold Shares
-1.35%
-$149,341.93 
XLU Utilities Select Sector SPDR Fund
-1.34%
-$3,025.56 
VGT Vanguard Information Technology ETF
-1.24%
-$6,171.36 
AMZN Amazon.com Inc
-1.22%
-$30,712.34 
XOM Exxon Mobil Corporation
-0.85%
-$14,474.16 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$4,502.1 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$2,632.52 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$1,919.47 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.68%
-$2,170.61 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$7,780.08 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$33,542.88 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$2,008.53 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$3,552.6 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$1,780.48 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$1,104.23 
VOO Vanguard S&P 500 ETF
-0.34%
-$1,418.36 
IVV iShares Core S&P 500 ETF
-0.32%
-$26,225.79 
UAUG Innovator U.S. Equity Ultra Fund
-0.29%
-$2,546.87 
BUFQ FT Nasdaq Buffer ETF July.
-0.2%
-$579.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$5,459.27 
BUFR FT Vestladder Buffer ETF-USD I
-0.07%
-$215.96 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$138.01 
SUB iShares Short-Term National Muni Bond ETF
-0.06%
-$429.78 
MBB iShares MBS ETF
-0.05%
-$103.81 
IEF iShares 7-10 Year Treasury Bond ETF
-0.04%
-$208.48 
ZECP Zacks Earnings Consistent Portfolio
-0.04%
-$273.48 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$346.78 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$193.98 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$85.81 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$42.62 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$86.53 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 462 | Longs Won 306/462 66% | Profit Factor 11.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $257,330.25 |
| Average Win $130,395.45 | Best Trade (Sep 04) $2.56M | Sharpe Ratio -9.8 |
| Average Loss -$21,412.07 | Worst Trade (Dec 30) -$1.06M | Z-Score 3.42 (99.94%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 4d | Expectancy $79,135.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,115 | 3,704 | 3,292 | 2,881 | 2,469 | 2,058 | 1,646 | 1,235 | 823 | 412 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,237 | $2.39M | $4.09M | - | $1.7M | 71.03% | +0.539% |
| ABBV AbbVie Inc. | 1,287 | $177,163.72 | $336,627.72 | - | $159,464 | 90.01% | +1.727% |
| AFL Aflac Inc. | 1,902 | $212,601.05 | $222,553.02 | - | $9,951.97 | 4.68% | +1.501% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,131 | $210,787 | $204,490.76 | - | -$6,296.24 | -2.99% | -0.021% |
| AMD Advanced Micro Devices, Inc. | 2,927 | $455,617.93 | $1.45M | - | $996,159.43 | 218.64% | -3.901% |
| AMZN Amazon.com Inc | 9,781 | $1.43M | $2.48M | - | $1.05M | 73.27% | -1.223% |
| AVGO Broadcom Inc. | 3,899 | $684,997.75 | $1.34M | - | $658,870.58 | 96.19% | -4.785% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 16,356 | $1.5M | $1.5M | - | -$5,122.41 | -0.34% | +0.005% |
| BRK-B Berkshire Hathaway Inc. | 8,747 | $3.65M | $4.51M | - | $855,989.81 | 23.43% | +1.005% |
| BUFQ FT Nasdaq Buffer ETF July. | 7,245 | $214,541.42 | $287,771.4 | - | $73,229.98 | 34.13% | -0.201% |
| BUFR FT Vestladder Buffer ETF-USD I | 8,403 | $243,986.8 | $313,720.12 | - | $69,733.32 | 28.58% | -0.069% |
| CNMD CONMED Corporation | 3,375 | $299,160 | $156,498.75 | - | -$142,661.25 | -47.69% | +0.151% |
| COST Costco Wholesale Corporation | 402 | $217,772.58 | $369,482.22 | - | $151,709.64 | 69.66% | +1.585% |
| CSCO Cisco Systems, Inc. | 3,873 | $207,431.69 | $427,114.44 | - | $219,682.75 | 105.91% | -1.65% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 6,740 | $2.65M | $3.54M | - | $889,526.44 | 33.58% | -0.154% |
| GLD SPDR Gold Shares | 27,733 | $7.53M | $10.91M | - | $3.38M | 44.8% | -1.35% |
| GOOG Alphabet Inc | 1,448 | $275,204.55 | $500,139.2 | - | $224,934.65 | 81.73% | +2.966% |
| GOOGL Alphabet Inc | 10,400 | $1.31M | $3.63M | - | $2.32M | 178.06% | +3.084% |
| GS The Goldman Sachs Group, Inc. | 679 | $307,132.39 | $671,048.91 | - | $363,916.52 | 118.49% | -3.973% |
| HD The Home Depot, Inc. | 728 | $252,676.06 | $227,012.24 | - | -$25,663.82 | -10.16% | +1.001% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $2.1M, Meta Platforms Inc Class A - $962,973.08, Apple Inc - $878,458.39, Invesco QQQ Trust, Series 1 - $862,389.17, and SPDR Dow Jones Industrial Average ETF Trust - $653,435.74. 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: PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $974,545.46, Invesco NASDAQ 100 ETF - $234,331.54, Invesco S&P 500 Top 50 ETF - $146,685.56, Vanguard Health Care ETF - $121,751.26, 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 $2.84M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $375,681.73, SPDR Bloomberg 1-3 Month T-Bill ETF - $316,702.04, iShares Short Treasury Bond ETF - $201,626.49, JPMorgan Ultra-Short Income ETF - $183,169.59, and Exxon Mobil Corporation - $157,429.48. 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.
