MH
Matthew Herman Portfolio
Invests via Logan Stone Capital LLC | Managed by Matthew Herman
Invests via Logan Stone Capital LLC
Managed by Matthew Herman
Automatically Tracked
Matthew Herman Profile
Matthew Herman is an accomplished entrepreneur and investor known for his strategic vision in technology startups. His career began in software development, where he honed his technical skills before transitioning into the venture capital space. With a focus on nurturing emerging companies, he has been instrumental in guiding several high-growth firms to successful exits. Herman's ability to identify disruptive technologies positions him as a valuable player within the tech investment community. Additionally, his experience extends to mentoring new founders, facilitating innovation ecosystems that foster collaboration and growth.
Matthew Herman is an accomplished entrepreneur and investor known for his strategic vision in technology startups. His career began in software development, where he honed his technical skills before transitioning into the venture capital space. With a focus on nurturing emerging companies, he has been instrumental in guiding several high-growth firms to successful exits. Herman's ability to identify disruptive technologies positions him as a valuable player within the tech investment community. Additionally, his experience extends to mentoring new founders, facilitating innovation ecosystems that foster collaboration and growth.
Investment Philosophy & Strategy
Seizing opportunities in the dynamic technology landscape defines Matthew Herman's investment strategy. His entrepreneurial journey, rooted in software development, enables a keen understanding of market shifts and innovation potential. With an emphasis on identifying emerging trends, he aligns his investments with companies poised for substantial growth and disruption. Through mentorship and strategic insights, his approach not only fosters startup success but also cultivates a collaborative environment that accelerates technological advancement. By prioritizing high-impact ventures, Herman strategically positions himself as an influential force within the venture capital arena.
Seizing opportunities in the dynamic technology landscape defines Matthew Herman's investment strategy. His entrepreneurial journey, rooted in software development, enables a keen understanding of market shifts and innovation potential. With an emphasis on identifying emerging trends, he aligns his investments with companies poised for substantial growth and disruption. Through mentorship and strategic insights, his approach not only fosters startup success but also cultivates a collaborative environment that accelerates technological advancement. By prioritizing high-impact ventures, Herman strategically positions himself as an influential force within the venture capital arena.
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:
36.68%
Gain -0.91%
Monthly
-0.05%
Yearly
-0.64%
Drawdown
30.86%
$351.88M
Equity
Holdings
$351.88M
Investment
$352.25M
$35.47M
Profit -$2.97M
Realized
$35.83M
Unrealized
-$365,330.59
Dividends
$40.78M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$2.97M
Win %
48%
This Week
Compared To Last Week
Gain
0.95%
Profit
$3.32M
Win %
48%
This Month
Compared to last month
Gain
1.54%
Profit
$5.34M
Win %
48%
This Year
Compared to last year
Gain
2.37%
Profit
$8.13M
Win %
46%
ALIS Calisa Acquisition Corp
+5.25%
+$71,350.33 
LWACU LightWave Acquisition Corp. Unit
+4.63%
+$70,600.8 
ARDC Ares Dynamic Credit Allocation Fund, Inc.
+2.69%
+$59,307.9 
BGR BlackRock Energy & Resources Trust
+1.87%
+$19,011.44 EVAC
EVAC
+1.5%
+$6.65 
ETH Ethan Allen Interiors Inc
+1.1%
+$2,647 
FTHY First Trust High Yield Opportunities 2027 Term Fund
+0.94%
+$29,855.04 
FMY First Trust Mortgage Income Fund
+0.82%
+$1,078.47 
SSEAU Starry Sea Acquisition Corp.
+0.75%
+$17,108.96 
TWN The Taiwan Fund, Inc.
+0.59%
+$2,617.92 
SWZ Total Return Securities Fund
+0.52%
+$834.33 
PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
+0.44%
+$385.5 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.33%
+$2,866.5 
SVCC Stellar V Capital Corp. Class A Ordinary Shares
+0.19%
+$280.64 
FMB First Trust Managed Municipal ETF
+0.17%
+$3,664.01 
VTEB Vanguard Tax-Exempt Bond ETF
+0.17%
+$28,189.44 
DLY DoubleLine Yield Opportunities Fund
+0.15%
+$6,422.96 
TDWD Tailwind 2.0 Acquisition Corp. Class A Ordinary Shares
+0.15%
+$1,583.89 
RFM RiverNorth Flexible Municipal Income Fund, Inc.
+0.11%
+$958.07 
BPAC Blueport Acquisition Ltd Class A Ordinary Shares
+0.1%
+$321.11 
MMTX Miluna Acquisition Corp Class A Ordinary Shares
+0.1%
+$2,602.22 
CHEC Chenghe Acquisition III Co. Class A Ordinary Share
+0.1%
+$235.74 
AIIA AI Infrastructure Acquisition Corp.
+0.1%
+$3,654.11 
TACO Berto Acquisition Corp. Ordinary Shares
+0.1%
+$3,238.61 
QUMS Quantumsphere Acquisition Corp.
+0.1%
+$145 
INAC Indigo Acquisition Corp.
+0.1%
+$440.87 
COPL Copley Acquisition Corp. Class A Ordinary Shares
+0.09%
+$1,897.23 
SVAQ Silicon Valley Acquisition Corp. Class A Ordinary Shares
+0.05%
+$3,750 
SZZL Sizzle Acquisition Corp. II Class A Ordinary Shares
+0.05%
+$290.8 
SPPP Sprott Physical Platinum and Palladium Trust
+0.04%
+$2,686.09 
ILF iShares Latin America 40 ETF
+0.03%
+$56.7 
SPKL Spark I Acquisition Corp. Class A Ordinary Share
0%
$0 
ANSC Agriculture & Natural Solutions Inc.
0%
$0 
WSTN Westlin Corp.
0%
$0 
LEGT Legato Merger Corp III
0%
$0 
CCIX Churchill Capital Corp IX
0%
$0 
JQC Nuveen Credit Strategies Income Fund
0%
$0 
GIW GigCapital8 Corp. Class A Ordinary Shares
0%
$0 
QSEAU QuartzSea Acquisition Corp.
0%
$0 
PAACU Proficient Alpha Acquisition Corp
0%
$0 
GTERA Globa Terra Acquisition Corp Class A
0%
$0 
KOYN CSLM Digital Asset Acquisition Corp III, Ltd Class A Ordinary Shares
0%
$0 
LKSP Lake Superior Acquisition Corp. Class A
0%
$0 
CRAC Crown Reserve Acquisition Corp. I
0%
$0 
JMM Nuveen Multi-Market Income Fund
0%
$0 
FCT First Trust Senior Floating Rate Income Fund II
0%
$0 
VFL abrdn National Municipal Income Fund
0%
$0 
MCR MFS Charter Income Trust
0%
$0 
CXE MFS High Income Municipal Trust
0%
$0 ARTC
ARTC
0%
$0 APAC
APAC
0%
$0 
RFAI RF Acquisition Corp. II Ordinary Shares
-21.77%
-$207,501.3 
TVAIR Thayer Ventures Acquisition Corporation II Rights
-10.45%
-$3,483.84 
OBAWW Oxley Bridge Acquisition Limited Warrant
-6.87%
-$7,938.3 
SVAQW Silicon Valley Acquisition Corp.
-4.76%
-$6,853.87 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
-2.07%
-$8,886.28 
SBI Western Asset Intermediate Muni Fund Inc.
-2.06%
-$6,047.7 
FOX Fox Corporation Class B Common Stock
-1.91%
-$2.11M 
AVK Advent Convertible and Income Fund
-1.77%
-$2,643.22 
BGY BlackRock Enhanced International Dividend Trust
-1.57%
-$7,314.76 
BOE BlackRock Enhanced Global Dividend Trust
-1.45%
-$13,653.75 
BWG BrandywineGLOBAL - Global Income Opportunities Fund Inc.
-1.44%
-$4,299.7 
EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
-1.4%
-$10,050.9 
CGO Calamos Global Total Return Fund
-1.32%
-$2,960.97 
BGX Blackstone Long-Short Credit Income Fund
-1.19%
-$44,001.75 
MFM Aberdeen Municipal Income Fund
-1.08%
-$18,199.12 
XLV State Street Health Care Select Sector SPDR ETF
-1.05%
-$13,572.46 
EEA The European Equity Fund, Inc.
-1.03%
-$1,623.3 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-1.01%
-$13,516.89 
HEI.A Heico Corporation
-0.99%
-$223,999.76 
IXJ iShares Global Healthcare ETF
-0.95%
-$30,521.31 
MMD NYLI MacKay DefinedTerm Muni Opportunities Fund
-0.94%
-$8,502.32 
BMEZ BlackRock Health Sciences Term Trust
-0.92%
-$6,406.15 
JFR Nuveen Floating Rate Income Fund
-0.9%
-$32,633.38 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.89%
-$1,592.73 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.87%
-$1,358.1 
KIO KKR Income Opportunities Fund
-0.87%
-$20,927 
CHW Calamos Global Dynamic Income Fund
-0.84%
-$840.84 
ALF Centurion Acquisition Corp. Class A Common Stock
-0.82%
-$3,007.98 
PCF High Income Securities Fund
-0.8%
-$601.92 
CEF Sprott Physical Gold and Silver Trust
-0.8%
-$38,968.55 
RFMZ RiverNorth Flexible Municipal Income Fund II, Inc.
-0.79%
-$6,389.23 
MPA BlackRock MuniYield Pennsylvania Quality Fund
-0.74%
-$1,071.66 
PDO PIMCO Dynamic Income Opportunities Fund
-0.72%
-$3,744.76 
PTY PIMCO Corporate & Income Opportunity Fund
-0.7%
-$58,865.55 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.69%
-$3,141.39 
NWSA News Corp. Class A Common Stock
-0.68%
-$118,716.78 
PFN PIMCO Income Strategy Fund II
-0.65%
-$4,657.96 
LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
-0.64%
-$1,780.56 
FFA First Trust Enhanced Equity Income Fund
-0.63%
-$2,338.42 
FMN Federated Hermes Premier Municipal Income Fund
-0.63%
-$4,377.16 
BRW Saba Capital Income & Opportunities Fund
-0.59%
-$5,367.85 
BH Biglari Holdings Inc. Class B Common Stock
-0.59%
-$7,211.35 
BTZ BlackRock Credit Allocation Income Trust
-0.58%
-$2,804.51 
PSF Cohen & Steers Select Preferred and Income Fund, Inc.
-0.56%
-$2,473.1 
EFR Eaton Vance Senior Floating-Rate Trust
-0.55%
-$29,739.49 
MHD BlackRock MuniHoldings Fund, Inc.
-0.52%
-$4,350.23 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.51%
-$4,874.26 
PNI PIMCO New York Municipal Income Fund II
-0.47%
-$10,666.68 
BGB Blackstone Strategic Credit 2027 Term Fund
-0.47%
-$16,381.3 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.46%
-$1,414.66 
ACWI iShares MSCI ACWI ETF
-0.44%
-$4,787.91 
EVF Eaton Vance Senior Income Trust
-0.42%
-$3,396.08 
BBN BlackRock Taxable Municipal Bond Trust
-0.41%
-$1,992.54 
EOS Eaton Vance Enhanced Equity Income Fund II
-0.39%
-$4,927.52 
AWF AllianceBernstein Global High Income Fund
-0.37%
-$8,121.19 
HYI Western Asset High Yield Opportunity Fund Inc.
-0.37%
-$3,159.55 
EURK Eureka Acquisition Corp. Class A Ordinary Share
-0.34%
-$1,694.39 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.34%
-$825.72 
VNQ Vanguard Real Estate ETF
-0.31%
-$3,360.23 
CSQ Calamos Strategic Total Return Fund
-0.3%
-$7,822.98 
GOF Guggenheim Strategic Opportunities Fund
-0.29%
-$32,477.58 
EFT Eaton Vance Floating-Rate Income Trust
-0.29%
-$6,515.88 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
-0.28%
-$786.16 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.27%
-$1,435.07 
EAD Allspring Income Opportunities Fund
-0.25%
-$621.67 
FFC Flaherty & Crumrine Preferred Securities Income Fund Inc.
-0.25%
-$3,838.1 
SDHY PGIM Short Duration High Yield Opportunities Fund
-0.2%
-$1,272.81 
PCQ PIMCO California Municipal Income Fund
-0.19%
-$9,558.6 
PDT John Hancock Premium Dividend Fund
-0.19%
-$1,603.01 
PTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
-0.18%
-$7,922.19 
VVR Invesco Senior Income Trust
-0.18%
-$761.04 
MXF The Mexico Fund, Inc.
-0.17%
-$1,354.85 
DSL DoubleLine Income Solutions Fund
-0.15%
-$575.31 
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
-0.14%
-$237.04 
AGG iShares Core U.S. Aggregate Bond ETF
-0.14%
-$6,431.67 
AFB AllianceBernstein National Municipal Income Fund Inc.
-0.1%
-$1,528.81 
DNMX Dynamix Corporation III Class A Ordinary Shares
-0.1%
-$114.18 
DMII Drugs Made In America Acquisition II Corp.
-0.1%
-$113.13 
KFII K&F Growth Acquisition Corp. II Class A Ordinary Shares
-0.09%
-$381.22 
JGH Nuveen Global High Income Fund
-0.09%
-$739.57 
MKLY McKinley Acquisition Corp. Class A Ordinary Shares
-0.05%
-$984.37 
PDI Pimco Dynamic Income Fund
-0.04%
-$50.17 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2276 | Longs Won 1273/2276 55% | Profit Factor 1.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $580,592.72 |
| Average Win $98,384.68 | Best Trade (Sep 30) $9.73M | Sharpe Ratio -12.41 |
| Average Loss -$89,506.39 | Worst Trade (Mar 30) -$11.25M | Z-Score -17.46 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $15,583.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 3,937 | 3,543 | 3,150 | 2,756 | 2,362 | 1,969 | 1,575 | 1,181 | 787 | 394 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 8,190 | $762,652.8 | $870,023.7 | - | $107,370.9 | 14.08% | +0.331% |
| ACWI iShares MSCI ACWI ETF | 6,939 | $960,149.43 | $1.09M | - | $127,330.65 | 13.26% | -0.438% |
| AFB AllianceBernstein National Municipal Income Fund Inc. | 152,881 | $1.69M | $1.52M | - | -$173,338.77 | -10.27% | -0.101% |
| AGG iShares Core U.S. Aggregate Bond ETF | 47,642 | $4.8M | $4.57M | - | -$228,741.63 | -4.76% | -0.14% |
| AIIA AI Infrastructure Acquisition Corp. | 365,411 | $3.63M | $3.78M | - | $149,817.43 | 4.12% | +0.097% |
| ALF Centurion Acquisition Corp. Class A Common Stock | 33,422 | $356,253.18 | $361,960.26 | - | $5,707.08 | 1.6% | -0.824% |
| ALIS Calisa Acquisition Corp | 165,931 | $1.65M | $1.43M | - | -$217,369.61 | -13.19% | +5.25% |
| ANSC Agriculture & Natural Solutions Inc. | 500,955 | $5.61M | $5.74M | - | $135,257.85 | 2.41% | 0.0 |
| APAC APAC | 252,000 | $2,507.4 | $2,507.4 | - | - | - | 0.0 |
| ARDC Ares Dynamic Credit Allocation Fund, Inc. | 197,693 | $2.53M | $2.26M | - | -$266,195.4 | -10.53% | +2.693% |
| ARTC ARTC | 74,996 | $736.09 | $736.09 | - | - | - | 0.0 |
| AVK Advent Convertible and Income Fund | 13,555 | $151,273.8 | $147,003.97 | - | -$4,269.83 | -2.82% | -1.766% |
| AWF AllianceBernstein Global High Income Fund | 232,034 | $2.36M | $2.2M | - | -$161,263.63 | -6.83% | -0.368% |
| BBN BlackRock Taxable Municipal Bond Trust | 33,209 | $541,970.88 | $487,840.21 | - | -$54,130.67 | -9.99% | -0.407% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 18,738 | $161,521.56 | $177,729.93 | - | $16,208.37 | 10.03% | -0.888% |
| BGB Blackstone Strategic Credit 2027 Term Fund | 321,202 | $3.71M | $3.5M | - | -$209,181.63 | -5.64% | -0.466% |
| BGR BlackRock Energy & Resources Trust | 55,916 | $967,905.96 | $1.03M | - | $65,421.72 | 6.76% | +1.874% |
| BGX Blackstone Long-Short Credit Income Fund | 352,014 | $3.9M | $3.65M | - | -$257,216.75 | -6.59% | -1.193% |
| BGY BlackRock Enhanced International Dividend Trust | 86,056 | $465,562.96 | $459,108.76 | - | -$6,454.2 | -1.39% | -1.568% |
| BH Biglari Holdings Inc. Class B Common Stock | 3,095 | $1.02M | $1.22M | - | $191,653.15 | 18.7% | -0.589% |
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 Herman?
The largest contributions to the portfolio's profits come from the following stocks: iShares Bitcoin Trust ETF - $16.28M, Bank of New York Mellon Corp - $9.65M, iShares Ethereum Trust ETF - $5.92M, State Street SPDR Bloomberg High Yield Bond ETF - $5.08M, and Nuveen Quality Municipal Income Fund - $3.84M. 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: REX-Osprey SOL + Staking ETF - $6.43M, Liberty Global Ltd. Class A Common Shares - $4.34M, State Street SPDR S&P 500 ETF Trust - $2.72M, REX-Osprey XRP ETF - $2.34M, and Grayscale Solana Trust - $1.96M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Herman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $40.78M earned over time. The largest contributors to dividend income include State Street SPDR Bloomberg High Yield Bond ETF - $4.26M, REX-Osprey SOL + Staking ETF - $2.78M, Guggenheim Strategic Opportunities Fund - $2.2M, iShares Broad USD High Yield Corporate Bond ETF - $1.56M, and Nuveen Quality Municipal Income Fund - $1.47M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Herman's monthly returns?
Matthew Herman'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 Herman's strategy be considered aggressive or moderate?
Matthew Herman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Matthew Herman's strategy?
Matthew Herman's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
