CM
Charles Mattingly Portfolio
Invests via Leading Edge Financial Planning LLC | Managed by Charles P. Mattingly, Kevin Gormley
Invests via Leading Edge Financial Planning LLC
Managed by Charles P. Mattingly, Kevin Gormley
Automatically Tracked
Charles Mattingly Profile
Charles Mattingly stands out as a seasoned investor-operator with a rich history in building and managing innovative companies across technology sectors. With extensive experience as both an entrepreneur and a corporate leader, he has played pivotal roles in scaling operations and driving strategic growth initiatives within various organizations. His unique blend of operational insight and investment acumen positions him at the forefront of venture capital engagements, where he seeks to foster transformative businesses. Throughout his career, Mattingly's commitment to navigating complex market challenges has led to numerous successful ventures that contribute significantly to industry evolution.
Charles Mattingly stands out as a seasoned investor-operator with a rich history in building and managing innovative companies across technology sectors. With extensive experience as both an entrepreneur and a corporate leader, he has played pivotal roles in scaling operations and driving strategic growth initiatives within various organizations. His unique blend of operational insight and investment acumen positions him at the forefront of venture capital engagements, where he seeks to foster transformative businesses. Throughout his career, Mattingly's commitment to navigating complex market challenges has led to numerous successful ventures that contribute significantly to industry evolution.
Investment Philosophy & Strategy
Growth potential within emerging technology sectors captivates the attention of Charles Mattingly, who combines deep operational expertise with an entrepreneurial spirit. His approach to investing hinges on identifying transformative startups capable of reshaping industry landscapes. By leveraging his extensive background in both building and managing innovative companies, he aims to unlock significant value through strategic partnerships and active engagement. Mattingly’s investment strategy is characterized by a keen focus on scalability and sustainability, ensuring that each venture aligns with long-term market trends while navigating competitive dynamics effectively.
Growth potential within emerging technology sectors captivates the attention of Charles Mattingly, who combines deep operational expertise with an entrepreneurial spirit. His approach to investing hinges on identifying transformative startups capable of reshaping industry landscapes. By leveraging his extensive background in both building and managing innovative companies, he aims to unlock significant value through strategic partnerships and active engagement. Mattingly’s investment strategy is characterized by a keen focus on scalability and sustainability, ensuring that each venture aligns with long-term market trends while navigating competitive dynamics effectively.
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:
21.74%
Gain 0%
Monthly
0.62%
Yearly
7.75%
Drawdown
12.68%
$518.43M
Equity
Holdings
$518.43M
Investment
$401.15M
$125.57M
Profit -$42,950.28
Realized
$6.4M
Unrealized
$119.17M
Dividends
$18.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.002%
Profit
-$42,950.28
Win %
81%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$42,950.28
Win %
81%
This Month
Compared to last month
Gain
-0.24%
Profit
-$1.23M
Win %
81%
This Year
Compared to last year
Gain
6.8%
Profit
$33.97M
Win %
81%
TSLA Tesla, Inc.
+1.82%
+$4,571.84 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$436,174.65 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$28,641.39 
JNJ Johnson & Johnson
+1.07%
+$2,656.84 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$2,400.74 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$26,770.66 
VTV Vanguard Value ETF
+0.94%
+$3,211.97 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$4,267.06 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$2,882.98 
TPYP Tortoise North American Pipeline Fund
+0.86%
+$3,361.65 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,380.79 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$5,380.16 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$2,511.5 
REET iShares Global REIT ETF
+0.76%
+$62,222.58 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$225,783.35 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$1,978.95 
AVDE Avantis International Equity ETF
+0.59%
+$8,673.98 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$11,077.58 
AVRE Avantis Real Estate ETF
+0.59%
+$63,243.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,857 
DFIV Dimensional International Value ETF
+0.58%
+$1,563.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$4,087.04 
IVV iShares Core S&P 500 ETF
+0.55%
+$3,006.17 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,425.46 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,584.03 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$1,796.53 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$4,338.75 
NTSX WisdomTree U.S. Efficient Core Fund
+0.53%
+$12,354.43 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$229,723.48 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$7,840.42 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$2,494.72 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$7,661.16 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$313,053.35 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$10,000 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$4,659.9 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$130,305 
DUHP Dimensional US High Profitability ETF
+0.37%
+$180,009.75 
MLPX Global X MLP & Energy Infrastructure ETF
+0.3%
+$777.48 
SCHF Schwab International Equity ETF
+0.29%
+$742.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$201,232.61 
NTSI WisdomTree International Efficient Core Fund
+0.22%
+$2,526.99 
JHPI John Hancock Preferred Income ETF
+0.2%
+$439.25 
NJUL Innovator Growth 100 Power Buffer ETF
+0.17%
+$395.17 
BNDX Vanguard Total International Bond ETF
+0.17%
+$15,766.56 
NVDA NVIDIA Corporation
+0.16%
+$480.96 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$1,655.1 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.04%
+$131.94 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$116.81 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$550.71 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$151.23 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$1,398.04 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
NBIX Neurocrine Biosciences Inc.
-1.81%
-$4,776.08 
AAPL Apple Inc.
-1.52%
-$14,836.5 
AMZN Amazon.com Inc
-1.23%
-$5,771.98 
AVGO Broadcom Inc.
-0.91%
-$2,513 
EDV Vanguard Extended Duration Treasury ETF
-0.39%
-$2,047.75 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$337.5 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$852.09 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$275.16 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$25,442.68 
EPD Enterprise Products Partners L.P.
-0.08%
-$496.35 
VTG Vanguard Total Treasury ETF
-0.08%
-$172.31 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$21,099.42 
SPIP SPDR Portfolio TIPS ETF
-0.08%
-$823.12 
PGF Invesco Financial Preferred ETF
-0.07%
-$259.82 
AVIG Avantis Core Fixed Income ETF
-0.06%
-$743.15 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$2,474.18 
DFIP Dimensional Inflation-Protected Securities ETF
-0.02%
-$4,635.22 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$154.17 
MUB iShares National Muni Bond ETF
-0.01%
-$25.58 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 804 | Longs Won 623/804 77% | Profit Factor 86.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $738,734.66 |
| Average Win $203,902.82 | Best Trade (Jun 14) $13.39M | Sharpe Ratio -3.27 |
| Average Loss -$8,071.69 | Worst Trade (Jun 14) -$106,583.39 | Z-Score 13.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 5d | Expectancy $156,182.19 |
| 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 | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
