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:
37.17%
Gain +0.8%
Monthly
0.33%
Yearly
4.09%
Drawdown
19%
$102.32M
Equity
Holdings
$102.32M
Investment
$81.41M
$21.36M
Profit +$969,064.09
Realized
$456,221.43
Unrealized
$20.91M
Dividends
$12.63M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.8%
Profit
$969,064.09
Win %
72%
This Week
Compared To Last Week
Gain
0.53%
Profit
$535,353.88
Win %
72%
This Month
Compared to last month
Gain
1.89%
Profit
$1.9M
Win %
72%
This Year
Compared to last year
Gain
3.52%
Profit
$3.37M
Win %
73%
ZTS Zoetis Inc.
+2.22%
+$9,985.81 
QCOM QUALCOMM Incorporated
+1.82%
+$45,860.1 
CI The Cigna Group
+1.74%
+$3,305.28 
AVGO Broadcom Inc.
+1.54%
+$42,819.56 
CVX Chevron Corporation
+1.12%
+$20,703.54 
META Meta Platforms Inc Class A
+0.9%
+$12,539.75 
ARKK ARK Innovation ETF Fund
+0.76%
+$26,007.78 
COST Costco Wholesale Corporation
+0.62%
+$4,705.57 
KMI Kinder Morgan, Inc.
+0.53%
+$8,120.15 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.52%
+$2,292.87 
AAPL Apple Inc.
+0.45%
+$10,964.08 
GOOG Alphabet Inc
+0.43%
+$1,030.75 
WELL Welltower Inc.
+0.22%
+$3,900.52 
MUST Columbia Multi-Sector Municipal Income ETF
+0.14%
+$2,245.49 
MA Mastercard Incorporated
+0.11%
+$1,310.05 
FOCT FT Vest U.S. Equity Buffer ETF
+0.03%
+$99.31 
USB U.S. Bancorp
+0.03%
+$525.56 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.01%
+$32.4 
DSEP FT Vest U.S. Equity Deep Buffer Fund
0%
+$1.86 
AMT American Tower Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
JOBY Joby Aviation, Inc.
0%
$0 
MCD McDonald's Corporation
0%
$0 
MMM 3M Company
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PPL PPL Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
BLOK Amplify Transformational Data Sharing ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
FSMB First Trust Short Duration Managed Municipal ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
FETH Fidelity Ethereum Fund
0%
$0 
GMOI GMO International Value ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CEF Sprott Physical Gold and Silver Trust
-5.82%
-$21,612.51 
IWF iShares Russell 1000 Growth ETF
-4.5%
-$42,565.94 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-3.03%
-$74,752.65 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-2.71%
-$11,501.73 
IDMO Invesco S&P International Developed Momentum ETF
-2.51%
-$20,094.36 
UNH UnitedHealth Group Incorporated
-2.13%
-$29,140.82 
FMAY FT Vest U.S. Equity Buffer ETF
-1.8%
-$4,166.91 
WY Weyerhaeuser Company
-1.51%
-$9,937.59 
DMAY FT Vest US Equity Deep Buffer Fund
-1.4%
-$3,163.09 
SPG Simon Property Group, Inc.
-1.33%
-$27,237.2 
GOOGL Alphabet Inc
-1.29%
-$37,702 
FSEP FT Vest U.S. Equity Buffer E Fund
-1.26%
-$3,898.08 
RWEM Rayliant Wilshire NxtGen Emerging Markets Equity ETF
-1.25%
-$4,586.85 
FTCS First Trust Capital Strength ETF
-1.14%
-$13,217.16 
FNOV FT Vest US Equity Buffer ETF
-1.13%
-$3,265.53 
JNJ Johnson & Johnson
-1.03%
-$27,164.02 
EGP EastGroup Properties Inc.
-1.03%
-$8,454.09 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.97%
-$2,135.12 
SCCO Southern Copper Corporation
-0.93%
-$24,194.16 
DNOV FT Vest US Equity Deep Buffer Fund
-0.71%
-$1,997.77 
AXP American Express Company
-0.65%
-$10,392.24 
CSRE Cohen & Steers Real Estate Active ETF
-0.51%
-$5,054.22 
JPM JPMorgan Chase & Co.
-0.48%
-$10,282.16 
FAUG FT Vest U.S. Equity Buffer ETF
-0.46%
-$1,438.42 
LMBS First Trust Low Duration Opportunities ETF
-0.44%
-$1,863.18 
EQIX Equinix, Inc.
-0.44%
-$5,524.52 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$3,966.79 
LALT First Trust Multi-Strategy Alternative ETF
-0.33%
-$1,507.5 
KO The Coca-Cola Company
-0.31%
-$6,921.72 
VTR Ventas Inc.
-0.29%
-$4,661.28 
PLD Prologis Inc.
-0.29%
-$4,297.52 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.24%
-$586.3 
PSA Public Storage Common Stock
-0.21%
-$2,479.86 
AVB AvalonBay Communities, Inc.
-0.19%
-$1,965.6 
CME CME Group Inc.
-0.16%
-$2,212.73 
JFLX JPMorgan Flexible Debt ETF
-0.16%
-$5,201.92 
AMZN Amazon.com Inc
-0.14%
-$5,953.59 
PM Philip Morris International Inc.
-0.14%
-$2,793.26 
NVDA NVIDIA Corporation
-0.1%
-$1,823.21 
INVH Invitation Homes Inc.
-0.1%
-$843.18 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.09%
-$257.88 
FJUL FT Vest US Equity Buffer ETF
-0.05%
-$101.31 Events
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Dividends
Dividend Analysis
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| Trades 1784 | Longs Won 1038/1784 58% | Profit Factor 1.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $127,460.36 |
| Average Win $49,561.94 | Best Trade (Aug 10) $1.34M | Sharpe Ratio -10.59 |
| Average Loss -$40,326.11 | Worst Trade (Dec 30) -$1.31M | Z-Score -5.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4d | Expectancy $11,974.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,538 | 2,284 | 2,030 | 1,777 | 1,523 | 1,269 | 1,015 | 761 | 508 | 254 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,776 | $1.43M | $2.43M | - | $1M | 70.01% | +0.453% |
| AMT American Tower Corporation | 6,270 | $1.47M | $1.05M | - | -$416,381.97 | -28.32% | 0.0 |
| AMZN Amazon.com Inc | 15,266 | $2.73M | $4.16M | - | $1.43M | 52.37% | -0.143% |
| ARKK ARK Innovation ETF Fund | 44,841 | $2.43M | $3.44M | - | $1.01M | 41.55% | +0.761% |
| AVB AvalonBay Communities, Inc. | 5,460 | $1.22M | $1.03M | - | -$186,424.2 | -15.28% | -0.19% |
| AVGO Broadcom Inc. | 6,649 | $1.03M | $2.82M | - | $1.8M | 174.7% | +1.54% |
| AXP American Express Company | 4,558 | $1.45M | $1.58M | - | $134,115.29 | 9.27% | -0.653% |
| BLOK Amplify Transformational Data Sharing ETF | 7,381 | $285,512.08 | $446,624.31 | - | $161,112.23 | 56.43% | 0.0 |
| BNDX Vanguard Total International Bond ETF | 7,235 | $376,269.04 | $347,207.65 | - | -$29,061.39 | -7.72% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 483 | $181,103.94 | $250,604.55 | - | $69,500.61 | 38.38% | 0.0 |
| CEF Sprott Physical Gold and Silver Trust | 8,750 | $207,900 | $350,087.49 | - | $142,187.49 | 68.39% | -5.815% |
| CI The Cigna Group | 704 | $194,078.71 | $193,737.28 | - | -$341.43 | -0.18% | +1.736% |
| CME CME Group Inc. | 5,146 | $1.14M | $1.36M | - | $224,906.36 | 19.81% | -0.162% |
| COIN Coinbase Global, Inc. | 6,474 | $1.48M | $970,387.86 | - | -$506,577.87 | -34.3% | 0.0 |
| COST Costco Wholesale Corporation | 803 | $449,903.75 | $761,123.53 | - | $311,219.78 | 69.17% | +0.622% |
| CRM Salesforce Inc | 3,705 | $920,941.51 | $714,990.9 | - | -$205,950.61 | -22.36% | 0.0 |
| CSCO Cisco Systems, Inc. | 18,324 | $1.15M | $2.23M | - | $1.08M | 93.4% | 0.0 |
| CSRE Cohen & Steers Real Estate Active ETF | 33,695 | $871,163.45 | $978,165.88 | - | $107,002.43 | 12.28% | -0.514% |
| CVX Chevron Corporation | 9,906 | $1.3M | $1.87M | - | $567,930.58 | 43.71% | +1.121% |
| DAUG FT Vest U.S. Equity Deep Buffer Fund | 6,352 | $229,551.32 | $301,244.24 | - | $71,692.92 | 31.23% | +0.011% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Matthew Kolesky?
The largest contributions to the portfolio's profits come from the following stocks: AbbVie Inc - $2.58M, Valero Energy Corporation - $2.18M, Southern Copper Corporation - $1.6M, Kinder Morgan, Inc - $1.35M, and Chevron Corporation - $1.28M. 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: Bed Bath & Beyond Inc - $2.04M, Enovix Corporation - $1.74M, Wolfspeed, Inc - $1.42M, General Motors Company - $922,780.72, and Dow Inc - $829,476.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Kolesky's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.63M earned over time. The largest contributors to dividend income include Kinder Morgan, Inc - $557,881.25, Simon Property Group, Inc - $478,533.8, Chevron Corporation - $449,318.12, Philip Morris International Inc - $426,657, and Southern Copper Corporation - $368,516.93. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Kolesky's monthly returns?
Matthew Kolesky's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Matthew Kolesky's strategy be considered aggressive or moderate?
Matthew Kolesky's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Matthew Kolesky's strategy?
Matthew Kolesky's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
