MK
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:
52.15%
Gain +0.01%
Monthly
1.06%
Yearly
13.5%
Drawdown
13.11%
$86.97M
Equity
Holdings
$86.97M
Investment
$60.93M
$34.46M
Profit +$5,832.56
Realized
$7.59M
Unrealized
$26.87M
Dividends
$2.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$5,832.56
Win %
87%
This Week
Compared To Last Week
Gain
0.01%
Profit
$5,832.56
Win %
87%
This Month
Compared to last month
Gain
-2.98%
Profit
-$2.67M
Win %
87%
This Year
Compared to last year
Gain
6.64%
Profit
$5.42M
Win %
87%
AMD Advanced Micro Devices, Inc.
+4.73%
+$67,672.24 
GS The Goldman Sachs Group, Inc.
+2.62%
+$18,407.68 
T AT&T Inc.
+2.52%
+$5,128.36 
JPM JPMorgan Chase & Co.
+2.31%
+$19,369.2 
TSLA Tesla, Inc.
+1.82%
+$6,537.44 
ABBV AbbVie Inc.
+1.32%
+$3,809.52 
AFL Aflac Inc.
+1.16%
+$2,567.7 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$4,017.06 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$5,852.73 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$2,547.85 
V Visa Inc. Class A
+1.05%
+$2,641.96 
CNMD CONMED Corporation
+1.05%
+$1,215 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$10,764.23 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,064.64 
UNH UnitedHealth Group Incorporated
+0.73%
+$2,361.15 
HD The Home Depot, Inc.
+0.73%
+$1,732.64 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$24,938.05 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$2,292.84 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$30,264.62 
COST Costco Wholesale Corporation
+0.68%
+$2,677.31 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$6,678.06 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$9,215.79 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.65%
+$2,023.44 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$35,211.93 
VGT Vanguard Information Technology ETF
+0.58%
+$2,765.76 
IVV iShares Core S&P 500 ETF
+0.55%
+$43,251.98 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,235.74 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,707.72 
GOOGL Alphabet Inc
+0.53%
+$19,864 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$2,490.18 
GOOG Alphabet Inc
+0.45%
+$2,316.8 
ZECP Zacks Earnings Consistent Portfolio
+0.43%
+$2,917.14 
ROK Rockwell Automation, Inc.
+0.38%
+$5,419.75 
XOM Exxon Mobil Corporation
+0.28%
+$4,178.97 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$840.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$2,521.18 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.19%
+$5,928.88 
NVDA NVIDIA Corporation
+0.16%
+$9,159.68 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.15%
+$493.85 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$597.48 
MSFT Microsoft Corp.
+0.1%
+$2,107.15 
UAUG Innovator U.S. Equity Ultra Fund
+0.08%
+$713.12 
BUFQ FT Nasdaq Buffer ETF July.
+0.08%
+$217.35 
GLD SPDR Gold Shares
+0.06%
+$6,101.26 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$490.68 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$214.89 
SHV iShares Short Treasury Bond ETF
+0.03%
+$280.26 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$173.06 
ORCL Oracle Corporation
+0.02%
+$79.53 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
NMAR
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$16,155.07 
AAPL Apple Inc.
-1.52%
-$55,066.5 
AMZN Amazon.com Inc
-1.23%
-$28,951.66 
NFLX Netflix, Inc.
-1.14%
-$2,743.5 
AVGO Broadcom Inc.
-0.91%
-$13,646.51 
CSCO Cisco Systems, Inc.
-0.6%
-$2,827.3 
META Meta Platforms Inc Class A
-0.26%
-$3,349.52 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$833.92 
MBB iShares MBS ETF
-0.15%
-$322.98 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$1,658.82 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$255.72 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$658.51 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$258.64 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$95.32 Events
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Dividends
Dividend Analysis
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| Trades 462 | Longs Won 288/462 62% | Profit Factor 22.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $239,881.35 |
| Average Win $125,138.74 | Best Trade (Jun 14) $2.26M | Sharpe Ratio -8.76 |
| Average Loss -$9,065.12 | Worst Trade (Mar 31) -$247,836.32 | Z-Score -1.23 (78.39%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 3d | Expectancy $74,594.43 |
| 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 | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
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