MK
Matthew Kolesky Portfolio
Invests via ARBOR CAPITAL MANAGEMENT Inc. /ADV | Managed by Matthew Kolesky
Invests via ARBOR CAPITAL MANAGEMENT Inc. /ADV
Managed by Matthew Kolesky
Automatically Tracked
Matthew Kolesky Profile
A seasoned investor-operator, Matthew Kolesky has established a robust career blending entrepreneurial insight with operational excellence. He brings extensive experience in scaling business models across various industries, demonstrating a unique ability to identify growth opportunities and drive strategic initiatives. His leadership style emphasizes collaboration and innovation, making him a valued contributor to any organizational landscape. With deep roots in finance and entrepreneurship, he is well-positioned at the intersection of capital markets and corporate development, where his expertise enhances decision-making processes in complex investment scenarios.
A seasoned investor-operator, Matthew Kolesky has established a robust career blending entrepreneurial insight with operational excellence. He brings extensive experience in scaling business models across various industries, demonstrating a unique ability to identify growth opportunities and drive strategic initiatives. His leadership style emphasizes collaboration and innovation, making him a valued contributor to any organizational landscape. With deep roots in finance and entrepreneurship, he is well-positioned at the intersection of capital markets and corporate development, where his expertise enhances decision-making processes in complex investment scenarios.
Investment Philosophy & Strategy
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:
10.86%
Gain
Monthly
-0.04%
Yearly
-0.54%
Drawdown
19.54%
$115.61M
Equity
Holdings
$115.61M
Investment
$93.48M
$18.46M
Profit -$144,282
Realized
-$3.67M
Unrealized
$22.13M
Dividends
$11.32M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
-$144,282
Win %
74%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$144,282
Win %
74%
This Month
Compared to last month
Gain
-2.34%
Profit
-$2.77M
Win %
74%
This Year
Compared to last year
Gain
4.79%
Profit
$5.29M
Win %
74%
FJUL
+67.47%
+$135.12 
CRM Salesforce Inc
+5.41%
+$26,999.76 
MSFT Microsoft Corp.
+5.25%
+$98,097.82 
IBM International Business Machines Corporation
+5.08%
+$12,998.7 
COIN Coinbase Global, Inc.
+4.8%
+$43,420.32 
RWEM Rayliant Wilshire NxtGen Emerging Markets Equity ETF
+4.26%
+$14,577 
AMT American Tower Corporation
+3.92%
+$50,817.68 
JNJ Johnson & Johnson
+3.83%
+$111,959.56 
UNH UnitedHealth Group Incorporated
+2.86%
+$41,466.8 
KO The Coca-Cola Company
+2.74%
+$65,106.8 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$5,815.6 
AAPL Apple Inc.
+2.2%
+$58,987.6 
AVB AvalonBay Communities, Inc.
+2.08%
+$25,025.96 
MA Mastercard Incorporated
+1.98%
+$21,063.68 
MCD McDonald's Corporation
+1.92%
+$22,135.53 
ARKK ARK Innovation ETF Fund
+1.88%
+$67,996.8 
VTR Ventas Inc.
+1.84%
+$35,409.6 
INVH Invitation Homes Inc.
+1.72%
+$17,287.01 
CEF Sprott Physical Gold and Silver Trust
+1.58%
+$5,512.5 
AMZN Amazon.com Inc
+1.56%
+$54,282.44 
WELL Welltower Inc.
+1.54%
+$32,509.26 
TMO Thermo Fisher Scientific Inc.
+1.47%
+$14,393.42 
SBUX Starbucks Corporation
+1.39%
+$8,644.35 
CSRE Cohen & Steers Real Estate Active ETF
+1.28%
+$15,006.09 
BLOK Amplify Transformational Data Sharing ETF
+1.17%
+$6,797.01 
EGP EastGroup Properties Inc.
+1.15%
+$11,677.29 
PSA Public Storage Common Stock
+1.14%
+$16,460.13 
GLD SPDR Gold Shares
+1.13%
+$2,135.05 
FETH Fidelity Ethereum Fund
+1%
+$6,133.19 
PM Philip Morris International Inc.
+0.99%
+$21,456.06 
COST Costco Wholesale Corporation
+0.94%
+$8,237.35 
HD The Home Depot, Inc.
+0.92%
+$18,122.76 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.87%
+$23,539.05 
FTCS First Trust Capital Strength ETF
+0.76%
+$9,569.38 
TMUS T-Mobile US, Inc.
+0.64%
+$6,732.18 
SPG Simon Property Group, Inc.
+0.58%
+$13,742.86 
IWF iShares Russell 1000 Growth ETF
+0.56%
+$5,950.58 
KMI Kinder Morgan, Inc.
+0.5%
+$10,611.92 
DLR Digital Realty Trust, Inc.
+0.32%
+$5,385.3 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
+0.32%
+$5,159.12 
EQIX Equinix, Inc.
+0.28%
+$5,438.61 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.14%
+$730.4 
FAUG FT Vest U.S. Equity Buffer ETF
+0.12%
+$603.9 
DJUL FT Vest US Equity Deep Buffer Fund
+0.12%
+$417.8 
FMHI First Trust Municipal High Income Fund
+0.1%
+$784.99 
PYLD PIMCO Multisector Bond Active ETF
+0.09%
+$1,440.58 
FSMB First Trust Short Duration Managed Municipal ETF
+0.07%
+$596.59 
JFLX
+0.06%
+$2.07 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.06%
+$288.06 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.05%
+$221.32 
PPL PPL Corporation
+0.05%
+$958.3 
BNDX Vanguard Total International Bond ETF
+0.04%
+$161.6 
DNOV FT Vest US Equity Deep Buffer Fund
+0.02%
+$86.55 
CHEV Charging Robotics Inc.
0%
$0 
QCOM QUALCOMM Incorporated
-7.96%
-$254,915.39 
CSCO Cisco Systems, Inc.
-4.67%
-$123,115.65 
AVGO Broadcom Inc.
-3.95%
-$112,379.79 
MMM 3M Company
-2.36%
-$66,104.37 
ZTS Zoetis Inc.
-2.24%
-$11,370.89 
GOOGL Alphabet Inc
-2.21%
-$71,792.55 
SCCO Southern Copper Corporation
-2.19%
-$62,659.46 
JPM JPMorgan Chase & Co.
-2.15%
-$47,455.13 
GOOG Alphabet Inc
-2.13%
-$7,017.92 
NVDA NVIDIA Corporation
-2.05%
-$36,352.95 
CME CME Group Inc.
-1.9%
-$25,876.2 
WY Weyerhaeuser Company
-1.75%
-$14,641.2 
BP BP p.l.c. Sponsored ADR
-1.59%
-$6,408.6 
QQQ Invesco QQQ Trust, Series 1
-1.51%
-$8,119.17 
UPS United Parcel Service, Inc.
-1.13%
-$24,132.88 
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF
-1.03%
-$2,583.51 
IDMO Invesco S&P International Developed Momentum ETF
-0.98%
-$8,647.04 
PCAR PACCAR Inc.
-0.93%
-$4,142.58 
JOBY Joby Aviation, Inc.
-0.79%
-$700 
AXP American Express Company
-0.66%
-$10,018.49 
DMAY FT Vest US Equity Deep Buffer Fund
-0.66%
-$2,117.07 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.64%
-$1,709.84 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-0.63%
-$22,429.52 
USB U.S. Bancorp
-0.51%
-$9,383.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$1,431.71 
FJUN FT Vest US Equity Buffer ETF - June
-0.49%
-$1,432.31 
PLD Prologis Inc.
-0.47%
-$8,607.06 
FNOV FT Vest US Equity Buffer ETF
-0.46%
-$2,454.91 
BA Boeing Company
-0.43%
-$846.01 
MUST Columbia Multi-Sector Municipal Income ETF
-0.4%
-$6,441.5 
NKE Nike, Inc. - Class B
-0.39%
-$3,308.48 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.31%
-$1,369.46 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-0.28%
-$1,284.25 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.26%
-$1,247.51 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.24%
-$1,070.55 
FOCT FT Vest U.S. Equity Buffer ETF
-0.22%
-$964.16 
LALT First Trust Multi-Strategy Alternative ETF
-0.21%
-$1,092.65 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$216.54 
FFEB FT Vest US Equity Buffer ETF
-0.2%
-$555.51 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.18%
-$505.7 
FMAY FT Vest U.S. Equity Buffer ETF
-0.18%
-$603.4 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.16%
-$428.39 
FAPR FT Vest U.S. Equity Buffer ETF
-0.13%
-$396.18 
33739Q200
-0.12%
-$0.62 
DMAR FT Vest US Equity Deep Buffer Fund
-0.12%
-$345.01 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.12%
-$581.47 
DJUN FT VEST US Equity Deep Buffer Fund
-0.05%
-$144.05 
FMAR FT Vest U.S. Equity Buffer ETF
-0.04%
-$113.56 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.04%
-$101.53 Events
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Dividends
Dividend Analysis
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| Trades 1606 | Longs Won 890/1606 55% | Profit Factor 1.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $142,915.05 |
| Average Win $51,156.54 | Best Trade (Jun 30) $1.98M | Sharpe Ratio -14.22 |
| Average Loss -$37,801.34 | Worst Trade (Dec 30) -$1.31M | Z-Score -3.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 2d | Expectancy $11,496.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| 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
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Option values are updated at end of day.
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