Matthew Riley Portfolio
Invests via Hickory Point Bank & Trust | Managed by Matthew Riley
Invests via Hickory Point Bank & Trust
Managed by Matthew Riley
Automatically Tracked
Allocates capital across growth-stage technology and healthcare via direct equity and structured secondaries, with emphasis on revenue-generating startups and repeat founders. Matthew Riley brings operating experience from senior roles at software companies and has led deal sourcing, diligence and portfolio operations for institutional investors. Active in co-investments and follow-on rounds, the profile suits LPs seeking concentrated exposure to founder-led companies with operational engagement and exit-focused governance.
Allocates capital across growth-stage technology and healthcare via direct equity and structured secondaries, with emphasis on revenue-generating startups and repeat founders. Matthew Riley brings operating experience from senior roles at software companies and has led deal sourcing, diligence and portfolio operations for institutional investors. Active in co-investments and follow-on rounds, the profile suits LPs seeking concentrated exposure to founder-led companies with operational engagement and exit-focused governance.
Investment Philosophy & Strategy
Targets growth-stage technology and healthcare companies with repeat founders, prioritizing revenue-generating businesses and clear paths to liquidity. Capital allocation blends direct equity, structured secondaries and disciplined follow-ons to concentrate high-conviction positions while reserving capital for add-on rounds. Investment horizon is multi-year, exit-oriented with active operational engagement to accelerate go-to-market and unit economics. Underwriting emphasizes founder quality, defensible product-market fit, measurable revenue traction and governance that aligns incentives for scaling and exit.
Targets growth-stage technology and healthcare companies with repeat founders, prioritizing revenue-generating businesses and clear paths to liquidity. Capital allocation blends direct equity, structured secondaries and disciplined follow-ons to concentrate high-conviction positions while reserving capital for add-on rounds. Investment horizon is multi-year, exit-oriented with active operational engagement to accelerate go-to-market and unit economics. Underwriting emphasizes founder quality, defensible product-market fit, measurable revenue traction and governance that aligns incentives for scaling and exit.
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:
35.17%
Gain +0.62%
Monthly
1.51%
Yearly
19.76%
Drawdown
15.83%
$168.99M
Equity
Holdings
$168.99M
Investment
$132.35M
$38.7M
Profit +$893,870.7
Realized
$2.05M
Unrealized
$36.65M
Dividends
$3.9M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.62%
Profit
$893,870.7
Win %
75%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$689,709.72
Win %
75%
This Month
Compared to last month
Gain
-0.29%
Profit
-$493,194.48
Win %
75%
This Year
Compared to last year
Gain
2.71%
Profit
$4.49M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$242,637.93 
ETN Eaton Corporation plc
+7.32%
+$30,574.8 
GOOG Alphabet Inc
+6.88%
+$21,247.25 
GOOGL Alphabet Inc
+6.73%
+$154,773.36 
WY Weyerhaeuser Company
+6.51%
+$4,588.47 
ANET Arista Networks, Inc.
+5.46%
+$27.99 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$83.02 
FTNT Fortinet Inc.
+4.99%
+$2,310 
SOLS Sollensys Corp
+4.84%
+$422.56 
OXY-WT Occidental Petroleum Corporation
+3.39%
+$18.4 
TT Trane Technologies plc
+3.33%
+$3,300.75 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$1,481.69 
META Meta Platforms Inc Class A
+3.28%
+$65,840.29 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$15,479.5 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$699.36 
MSFT Microsoft Corp.
+3.02%
+$83,299.86 
GRAB Grab Holdings Limited
+2.94%
+$350 
NVDA NVIDIA Corporation
+2.93%
+$89,629.98 
P Everpure Inc.
+2.81%
+$2,110 
LYB LyondellBasell Industries N.V.
+2.71%
+$63.96 
FSLR First Solar, Inc.
+2.44%
+$502 
CVX Chevron Corporation
+2.35%
+$40,038.16 
HCWC Healthy Choice Wellness Corp.
+2.29%
+$0.15 
ORLY O'Reilly Automotive Inc.
+2.28%
+$272.63 
CNC Centene Corporation
+2.27%
+$69 
FAST Fastenal Co.
+2.25%
+$1,399.65 
GLW Corning Incorporated
+2.24%
+$1,515 
WDC Western Digital Corporation
+2.21%
+$118 
UNFI United Natural Foods Inc.
+2.21%
+$770 
EOG EOG Resources, Inc.
+2.19%
+$763.2 
DVN Devon Energy Corporation
+2.17%
+$672 
CDNS Cadence Design Systems, Inc.
+2.16%
+$345.6 
CSCO Cisco Systems, Inc.
+2.14%
+$32,805 
BEN Franklin Resources Inc.
+2.08%
+$690 
USAR USA Rare Earth, Inc.
+2.05%
+$1,500 
OXY Occidental Petroleum Corporation
+2%
+$2,184 
GWW W.W. Grainger, Inc.
+1.97%
+$507.87 
UPRO ProShares UltraPro S&P500
+1.97%
+$13,300.63 
OKE ONEOK, Inc.
+1.95%
+$3,801.9 
ROK Rockwell Automation, Inc.
+1.93%
+$18.14 
LHX L3Harris Technologies, Inc.
+1.9%
+$1,032 
PANW Palo Alto Networks, Inc.
+1.89%
+$1,845 
CRM Salesforce Inc
+1.83%
+$1,158.5 
ORCL Oracle Corporation
+1.81%
+$6,562.71 
HWM Howmet Aerospace Inc.
+1.8%
+$99.6 
HCA HCA Healthcare Inc.
+1.72%
+$1,740.8 
CINF Cincinnati Financial Corporation
+1.69%
+$265.5 
KMI Kinder Morgan, Inc.
+1.64%
+$10,052.64 
HPE Hewlett Packard Enterprise Company
+1.61%
+$319.2 
ACN Accenture plc Class A
+1.61%
+$544.41 
BSX Boston Scientific Corporation
+1.59%
+$109.5 
HPQ HP Inc.
+1.53%
+$2,141.43 
VZ Verizon Communications Inc.
+1.52%
+$15,327.2 
LMT Lockheed Martin Corporation
+1.5%
+$3,736.79 
BOX Box Inc.
+1.48%
+$322 
SRFM Surf Air Mobility Inc.
+1.46%
+$6.6 
MPLX MPLX LP
+1.46%
+$756 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$1,285.9 
PH Parker-Hannifin Corporation
+1.43%
+$41.22 
PWR Quanta Services Inc.
+1.43%
+$10,224.21 
GE General Electric Company
+1.42%
+$10,527.79 
TDC Teradata Corporation
+1.41%
+$79.98 
SLB Schlumberger Limited
+1.39%
+$1,156 
KLXE KLX Energy Services Holdings, Inc.
+1.39%
+$0.36 
KLAC KLA Corporation
+1.38%
+$10,209.04 
OWL Blue Owl Capital Inc.
+1.38%
+$840 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$498 
VYX NCR Voyix Corp
+1.35%
+$20.46 
CAH Cardinal Health Inc.
+1.3%
+$458.8 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$1,783.5 
CMCSA Comcast Corp
+1.23%
+$1,288.18 
COP ConocoPhillips
+1.22%
+$5,240.3 
WFC Wells Fargo & Company
+1.19%
+$2,856 
AMAT Applied Materials, Inc.
+1.18%
+$165.2 
MWA Mueller Water Products Inc.
+1.16%
+$362.5 
RMD ResMed Inc.
+1.16%
+$4.84 
CHD Church & Dwight Co., Inc.
+1.16%
+$141.25 
ITW Illinois Tool Works Inc.
+1.15%
+$377 
MSI Motorola Solutions, Inc.
+1.14%
+$147.9 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+1.14%
+$5,794.19 
EQT EQT Corporation
+1.1%
+$580 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$218.24 
NOW ServiceNow, Inc.
+1.05%
+$562.6 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1%
+$219 
XLE Energy Select Sector SPDR Fund
+1%
+$1,195.34 
URI United Rentals, Inc.
+0.99%
+$2,009.07 
ADP Automatic Data Processing Inc.
+0.98%
+$1,377.87 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$12,316.64 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.93%
+$540 
UNP Union Pacific Corporation
+0.92%
+$9,187.5 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.9%
+$4,712.5 
WMB The Williams Companies, Inc.
+0.89%
+$18.9 
MVST Microvast Holdings Inc.
+0.87%
+$35 
IBM International Business Machines Corporation
+0.86%
+$3,141.92 
GEV GE Vernova Inc.
+0.85%
+$4,238.1 
MCD McDonald's Corporation
+0.82%
+$2,442.01 
GMAB Genmab A/S Sponsored ADR
+0.8%
+$5.75 
EMR Emerson Electric Co.
+0.79%
+$787.07 
WDEF WisdomTree Europe Hedged Equity Fund
+0.79%
+$11.9 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$313.5 
TSLA Tesla, Inc.
+0.76%
+$3,306.33 
MPC Marathon Petroleum Corporation
+0.76%
+$434.98 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$890 
ATLX Atlas Lithium Inc.
+0.73%
+$80 
STT State Street Corp
+0.73%
+$854.91 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$111.44 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$118,019.98 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,827.19 
INQQ INQQ The India Internet ETF
+0.71%
+$65.8 
CAT Caterpillar Inc.
+0.7%
+$8,567.35 
ROP Roper Technologies Inc.
+0.7%
+$1,376.32 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,157.75 
IVV iShares Core S&P 500 ETF
+0.69%
+$12,180.48 
DOW Dow Inc.
+0.67%
+$1,001.6 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$91 
PLTR Palantir Technologies Inc.
+0.65%
+$7.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,550 
CGDV Capital Group Dividend Value ETF
+0.63%
+$347.82 
SYY Sysco Corporation
+0.63%
+$127.2 
RGTI Rigetti Computing Inc
+0.61%
+$54 
ET Energy Transfer L.P.
+0.59%
+$240 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$127,393.33 
MO Altria Group, Inc.
+0.57%
+$507 
APH Amphenol Corporation
+0.55%
+$11.44 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$25.29 
AOS A. O. Smith Corporation
+0.54%
+$51.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$29.1 
EXC Exelon Corporation
+0.53%
+$6.48 
GM General Motors Company
+0.52%
+$4,071 
PSX Phillips 66
+0.51%
+$79.92 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+0.51%
+$30 
Q Qnity Electronics Inc.
+0.51%
+$1,638.1 
IDCC InterDigital, Inc.
+0.49%
+$300 
CZR Caesars Entertainment, Inc.
+0.47%
+$2,215.5 
FTRE Fortrea Holdings Inc.
+0.47%
+$9.54 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$284.2 
NSC Norfolk Southern Corporation
+0.46%
+$936.21 
OHI Omega Healthcare Investors Inc.
+0.46%
+$322.23 
IWD iShares Russell 1000 Value ETF
+0.44%
+$333 
EBAY eBay Inc.
+0.43%
+$142.1 
CSX CSX Corporation
+0.42%
+$126 
PFE Pfizer Inc.
+0.4%
+$1,399.5 
RTX RTX Corporation
+0.39%
+$2,118.48 
VLO Valero Energy Corporation
+0.38%
+$1,241.17 
AVGO Broadcom Inc.
+0.37%
+$424.8 
PG Procter & Gamble Co
+0.37%
+$2,710.95 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,320.96 
BAC Bank of America Corporation
+0.36%
+$5,167.14 
FLNG Flex LNG Ltd.
+0.35%
+$33 
WDS Woodside Energy Group Ltd American Depositary Receipt
+0.34%
+$8 
FMBH First Mid Bancshares Inc.
+0.33%
+$118.32 
RF Regions Financial Corporation
+0.32%
+$236.9 
AZO AutoZone Inc.
+0.32%
+$38.72 
GD General Dynamics Corporation
+0.32%
+$3,263.5 
MRK Merck & Co., Inc.
+0.32%
+$4,120.6 
JOET Virtus Terranova U.S. Quality Momentum ETF
+0.31%
+$140 
SMH VanEck Semiconductor ETF
+0.3%
+$86.39 
NATL NCR Atleos Corporation
+0.3%
+$13.02 
BAC-PL Bank of America Corporation
+0.29%
+$29.52 
VSNT Versant Media Group, Inc.
+0.28%
+$15.6 
DOV Dover Corporation
+0.27%
+$38.64 
JPM JPMorgan Chase & Co.
+0.27%
+$5,961.48 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,290.31 
NRG NRG Energy, Inc.
+0.24%
+$1.6 
FCPT Four Corners Property Trust Inc.
+0.23%
+$23.52 
ALLE Allegion plc
+0.22%
+$92.82 
CME CME Group Inc.
+0.21%
+$85.5 
SO The Southern Company
+0.21%
+$1,146.4 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$16 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$264.74 
JNJ Johnson & Johnson
+0.21%
+$1,469.69 
CMI Cummins Inc.
+0.19%
+$2,165.55 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$294.81 
USB U.S. Bancorp
+0.17%
+$597.29 
T AT&T Inc.
+0.17%
+$397.52 
MS Morgan Stanley
+0.17%
+$97.56 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$999.24 
HST Host Hotels & Resorts Inc.
+0.16%
+$95.88 
PBW Invesco WilderHill Clean Energy ETF
+0.16%
+$20 
VICI Vici Properties Inc.
+0.15%
+$32 
CB Chubb Limited
+0.15%
+$60.95 
PGF Invesco Financial Preferred ETF
+0.15%
+$50 
DELL Dell Technologies Inc.
+0.14%
+$8.4 
TD The Toronto-Dominion Bank
+0.13%
+$96 
DTE DTE Energy Company
+0.12%
+$162.69 
BDX Becton, Dickinson and Company
+0.1%
+$285.94 
ISRG Intuitive Surgical, Inc.
+0.1%
+$68.76 
C Citigroup Inc.
+0.1%
+$1,447.83 
IIIN Insteel Industries Inc.
+0.1%
+$9 
NUE Nucor Corporation
+0.1%
+$99.75 
WM Waste Management, Inc.
+0.1%
+$22 
AFL Aflac Inc.
+0.09%
+$23.4 
WMT Walmart Inc.
+0.09%
+$731.91 
ABT Abbott Laboratories
+0.09%
+$130.41 
NUW Nuveen AMT-Free Municipal Value Fund
+0.07%
+$273 
AEP American Electric Power Company, Inc.
+0.06%
+$24.78 
HDV iShares Core High Dividend ETF
+0.04%
+$4.5 
DIS The Walt Disney Company
+0.03%
+$367.68 
CDNMF EGR Exploration Ltd.
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
IINN Inspira Technologies Oxy B.H.N. Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
JFLX JPMorgan Flexible Debt ETF
0%
$0 LAC
LAC
0%
$0 
JUPGD Atlas Critical Minerals Corporation
0%
$0 
WU Western Union Co.
-17.3%
-$3,325 
CTVA Corteva Inc.
-11.9%
-$18,049.74 
MSTU T-Rex 2X Long Master Date ETF
-8.33%
-$32 
AAPL Apple Inc.
-7.35%
-$262,780.84 
NXPI NXP Semiconductors N.V.
-6.53%
-$224 
SYK Stryker Corporation
-6.42%
-$8,578.56 
LIN Linde plc
-5.95%
-$1,936.64 
MU Micron Technology, Inc.
-5.9%
-$10,325.99 
STXS Stereotaxis Inc.
-5.26%
-$105 
SNDK SanDisk Corporation
-5.09%
-$6,513 
TSN Tyson Foods Inc.
-4.43%
-$3,507.76 
SHOP Shopify Inc.
-4.29%
-$1,785 
CVLG Covenant Logistics Group Inc.
-3.61%
-$2,261 
TECK Teck Resources Ltd.
-3.6%
-$1,350 
BFRG Bullfrog AI Holdings Inc.
-3.48%
-$40 
CAG Conagra Brands Inc.
-3.46%
-$208 
GPN Global Payments Inc.
-3.18%
-$552 
SGRY Surgery Partners Inc.
-3.15%
-$75 
VZLA Vizsla Silver Corp.
-3.09%
-$40 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$1,140 
CI The Cigna Group
-2.99%
-$835.17 
IBIT iShares Bitcoin Trust
-2.89%
-$556.5 
MOS Mosaic Company
-2.85%
-$12,025 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$946.74 
TOL Toll Brothers Inc
-2.76%
-$9,298.44 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$1,438.08 
RKT Rocket Companies, Inc. Class A
-2.71%
-$216 
PPTA Perpetua Resources Corp.
-2.64%
-$5,000 
QCOM QUALCOMM Incorporated
-2.63%
-$1,296.75 
DXYZ Destiny Tech100 Inc.
-2.6%
-$244 
ABBV AbbVie Inc.
-2.51%
-$6,301.78 
RAL Ralliant Corporation
-2.43%
-$26.08 
ICE Intercontinental Exchange, Inc.
-2.42%
-$852.75 
DLR Digital Realty Trust, Inc.
-2.42%
-$3,736 
XLB Materials Select Sector SPDR Fund
-2.34%
-$1,996.5 
RGLD Royal Gold Inc.
-2.31%
-$750.4 
UUUU Energy Fuels Inc.
-2.31%
-$162 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$255.6 
SNDX Syndax Pharmaceuticals Inc.
-2.21%
-$322.5 
BA Boeing Company
-2.15%
-$8,596.54 
NEM Newmont Corporation
-2.14%
-$22,664.8 
SLV iShares Silver Trust
-2.13%
-$3,277.5 
ACHR Archer Aviation Inc.
-2.11%
-$161.1 
PAAS Pan American Silver Corp.
-2.09%
-$69 
HE Hawaiian Electric Industries Inc.
-2.05%
-$66.15 
KHC The Kraft Heinz Company
-2.01%
-$6,027.16 
LH Labcorp Holdings Inc.
-2.01%
-$670.98 
WES Western Midstream Partners, LP
-2%
-$6,032.5 
NFLX Netflix, Inc.
-2%
-$21.9 
AMD Advanced Micro Devices, Inc.
-1.9%
-$924 
LW Lamb Weston Holdings, Inc.
-1.87%
-$218 
GMED Globus Medical Inc.
-1.83%
-$6,100.5 
CBRE CBRE Group Inc.
-1.77%
-$84.8 
APD Air Products and Chemicals, Inc.
-1.77%
-$223.02 
TOST Toast Inc.
-1.77%
-$2,900 
PINS Pinterest, Inc. Class A
-1.72%
-$252 
DHI D.R. Horton, Inc.
-1.7%
-$4,949.88 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,053.43 
ADM Archer-Daniels-Midland Co
-1.66%
-$32,382.44 
TMC TMC the metals company Inc.
-1.66%
-$300 
DRI Darden Restaurants, Inc.
-1.64%
-$8,220.75 
SOLV Solventum Corporation
-1.59%
-$8,763 
LRCX Lam Research Corporation
-1.58%
-$940 
TMQ Trilogy Metals Inc.
-1.57%
-$50 
NET Cloudflare Inc.
-1.56%
-$441 
CPRT Copart Inc.
-1.52%
-$180 
OUNZ VanEck Merk Gold Trust
-1.52%
-$17.4 
GLD SPDR Gold Shares
-1.49%
-$4,411.69 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$2,094.4 
IAU iShares Gold Trust
-1.46%
-$175.15 
NVS Novartis AG Sponsored ADR
-1.45%
-$1,181.65 
KDP Keurig Dr Pepper Inc.
-1.43%
-$225 
NKE Nike, Inc. - Class B
-1.37%
-$1,582.24 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$89.76 
MUSA Murphy USA Inc.
-1.35%
-$767.28 
PPG PPG Industries Inc.
-1.35%
-$537.56 
DAL Delta Air Lines, Inc.
-1.3%
-$1,725 
OARK YieldMax Innovation Option Income Strategy ETF
-1.28%
-$42.6 
FCX Freeport-McMoRan Inc.
-1.28%
-$500.58 
CRML Critical Metals Corp.
-1.26%
-$350 
JOBY Joby Aviation, Inc.
-1.24%
-$315 
CLX The Clorox Company
-1.24%
-$240 
HSY The Hershey Company
-1.23%
-$5,469.61 
MDLZ Mondelez International, Inc.
-1.22%
-$5,684.92 
F Ford Motor Company
-1.21%
-$36 
TJX The TJX Companies, Inc.
-1.21%
-$1,530.23 
QXO Qxo Inc.
-1.19%
-$112 
SHW The Sherwin-Williams Company
-1.16%
-$159.6 
NEE NextEra Energy, Inc.
-1.15%
-$3,043.13 
DE Deere & Company
-1.13%
-$8,527.19 
DEO Diageo plc Sponsored ADR
-1.12%
-$660 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,429.04 
IR Ingersoll Rand Inc.
-1.11%
-$547.08 
PNR Pentair plc
-1.1%
-$149.65 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$41.2 
LOW Lowe's Companies Inc.
-1.08%
-$4,240.36 
MCK McKesson Corporation
-1.08%
-$4,781.17 
DINO HF Sinclair Corporation
-1.05%
-$194 
CTAS Cintas Corporation
-1.04%
-$427.68 
AAL American Airlines Group Inc.
-1.04%
-$240 
INTC Intel Corporation
-1.02%
-$6,101.73 
GRML Greenland Mines Ltd
-1.02%
-$10 
KO The Coca-Cola Company
-1.02%
-$9,313.2 
UPS United Parcel Service, Inc.
-1%
-$2,610.3 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$255 
VMC Vulcan Materials Company
-0.98%
-$8.01 
XOM Exxon Mobil Corporation
-0.97%
-$18,037.17 
MET MetLife Inc.
-0.97%
-$2,006.9 
CHWY Chewy Inc.
-0.96%
-$264 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$18.4 
CLF Cleveland-Cliffs Inc.
-0.95%
-$330 
FIVE Five Below, Inc.
-0.93%
-$408 
CRSP Crispr Therapeutics AG
-0.93%
-$67.5 
HELE Helen of Troy Limited
-0.9%
-$75 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$5,687 
MAS Masco Corporation
-0.87%
-$315 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$61.41 
VSAT Viasat Inc.
-0.86%
-$23.45 
ATO Atmos Energy Corporation
-0.85%
-$284.16 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$538.65 
GILD Gilead Sciences Inc.
-0.81%
-$491.13 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$2,899.52 
PCAR PACCAR Inc.
-0.81%
-$1,089.72 
D Dominion Energy, Inc.
-0.8%
-$280 
KMB Kimberly-Clark Corporation
-0.8%
-$74.8 
WAT Waters Corporation
-0.79%
-$595.01 
PYPL PayPal Holdings Inc
-0.76%
-$303.6 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$3,881.82 
CVS CVS Health Corporation
-0.75%
-$1,083.88 
SPGI S&P Global Inc.
-0.74%
-$178.06 
ED Consolidated Edison, Inc.
-0.74%
-$360.45 
MA Mastercard Incorporated
-0.74%
-$2,745.5 
BLK BlackRock, Inc.
-0.73%
-$4,245.35 
SBRA Sabra Health Care REIT, Inc.
-0.7%
-$90 
MP MP Materials Corp.
-0.7%
-$580 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$3,251.28 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$15.08 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$116.7 
MLI Mueller Industries Inc.
-0.67%
-$22.5 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$29 
LKQ LKQ Corporation
-0.66%
-$382.5 
BRO Brown & Brown Inc.
-0.66%
-$72.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$317.25 
AMGN Amgen Inc.
-0.64%
-$2,489.93 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$56,173.95 
EFA iShares MSCI EAFE ETF
-0.62%
-$12,694.44 
PM Philip Morris International Inc.
-0.61%
-$1,544.61 
ECL Ecolab Inc.
-0.61%
-$4,375.89 
DHR Danaher Corporation
-0.61%
-$1,149.54 
ROST Ross Stores, Inc.
-0.59%
-$6 
WEC WEC Energy Group Inc.
-0.57%
-$48.51 
VLTO Veralto Corporation
-0.57%
-$111.78 
PRU Prudential Financial, Inc.
-0.56%
-$416.76 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$24.91 
WAB Wabtec Corporation
-0.55%
-$1,409.6 
VNQ Vanguard Real Estate ETF
-0.54%
-$592.38 
COF Capital One Financial Corporation
-0.54%
-$1,995.59 
LLY Eli Lilly and Company
-0.53%
-$1,385.38 
SBAC SBA Communications Corporation
-0.51%
-$7.36 
ALL Allstate Corporation
-0.49%
-$2,129.42 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$114 
CELH Celsius Holdings Inc.
-0.48%
-$126 
IWM iShares Russell 2000 ETF
-0.47%
-$8,560.95 
DFIV Dimensional International Value ETF
-0.47%
-$483.84 
CF CF Industries Holdings, Inc.
-0.46%
-$1,023.7 
PEP PepsiCo, Inc.
-0.46%
-$2,122.24 
CPB The Campbell's Company
-0.45%
-$60 
DVY iShares Select Dividend ETF
-0.45%
-$1,222.53 
VGK Vanguard FTSE Europe ETF
-0.44%
-$13,700.8 
TRV The Travelers Companies, Inc.
-0.43%
-$2,239.62 
TEL TE Connectivity plc
-0.43%
-$2,582.78 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,763.6 
HD The Home Depot, Inc.
-0.42%
-$368.36 
HOG Harley-Davidson Inc.
-0.41%
-$68 
NSLR SuRo Capital Corp.
-0.39%
-$80 
ETR Entergy Corporation
-0.38%
-$1,229.18 
VGT Vanguard Information Technology ETF
-0.38%
-$61.92 
MDT Medtronic plc
-0.37%
-$121.92 
RSG Republic Services, Inc.
-0.37%
-$2,804.88 
ABNB Airbnb, Inc.
-0.37%
-$652.96 
TGLS Tecnoglass Inc.
-0.34%
-$120 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$66 
CL Colgate-Palmolive Company
-0.33%
-$87.6 
TFC Truist Financial Corporation
-0.33%
-$173.74 
NIM Nuveen Select Maturities Municipal Fund
-0.33%
-$795 
CEG Constellation Energy Corporation
-0.31%
-$100.44 
JCPI J.P. Morgan Inflation Managed Bond Fund
-0.29%
-$60.48 
DWM WisdomTree International Equity Fund
-0.29%
-$498.52 
VST Vistra Corp
-0.29%
-$6.45 
COR Cencora, Inc.
-0.28%
-$1.78 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$618.76 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$41.86 
VTV Vanguard Value ETF
-0.27%
-$11.8 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$652.62 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$188.67 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$193.05 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$7,430 
BX Blackstone Inc.
-0.25%
-$24 
IWN iShares Russell 2000 Value ETF
-0.25%
-$12.1 
FISV Fiserv, Inc.
-0.24%
-$56.68 
COST Costco Wholesale Corporation
-0.24%
-$998.63 
HBAN Huntington Bancshares Incorporated
-0.23%
-$131.72 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$100 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$7.6 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$1,651.71 
KR Kroger Co.
-0.21%
-$24 
CE Celanese Corporation
-0.2%
-$15.48 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$659.99 
EPD Enterprise Products Partners L.P.
-0.18%
-$154 
NTRS Northern Trust Corporation
-0.17%
-$80 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$7,737.1 
PFXF VanEck Preferred Securities ex Financials ETF
-0.17%
-$20.13 
SOUN SoundHound AI Inc.
-0.16%
-$6 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$150.7 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,254.6 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$611.6 
MKC McCormick & Company, Incorporated
-0.12%
-$8.4 
STZ Constellation Brands, Inc.
-0.12%
-$135.75 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$151.28 
XLF Financial Select Sector SPDR Fund
-0.1%
-$29.16 
TIP iShares TIPS Bond ETF
-0.1%
-$299.31 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$155.4 
AKRE Akre Focus ETF
-0.09%
-$5.4 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,350.9 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$574.48 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$76.3 
HBT HBT Financial Inc.
-0.06%
-$400 
VO Vanguard Mid-Cap ETF
-0.05%
-$272 
V Visa Inc. Class A
-0.04%
-$30.38 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$116.01 
TGT Target Corporation
-0.01%
-$12.67 
UBER Uber Technologies, Inc.
-0.01%
-$2 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$25.22 Events
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Dividends
Dividend Analysis
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| Trades 953 | Longs Won 697/953 73% | Profit Factor 23.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $247,759.01 |
| Average Win $58,012.85 | Best Trade (Aug 14) $5.58M | Sharpe Ratio -16.74 |
| Average Loss -$6,772.86 | Worst Trade (Aug 19) -$151,628.1 | Z-Score 17.33 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3d | Expectancy $40,609.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 1,500 | $16,110 | $22,905 | - | $6,795 | 42.18% | -1.037% |
| AAPL Apple Inc. | 10,717 | $2.65M | $3.31M | - | $658,521.03 | 24.83% | -7.354% |
| ABBV AbbVie Inc. | 974 | $225,519.5 | $244,415.56 | - | $18,896.06 | 8.38% | -2.513% |
| ABNB Airbnb, Inc. | 1,166 | $148,503.53 | $176,672.32 | - | $28,168.79 | 18.97% | -0.368% |
| ABT Abbott Laboratories | 1,449 | $148,769 | $153,159.3 | - | $4,390.3 | 2.95% | +0.085% |
| ACHR Archer Aviation Inc. | 1,611 | $8,329 | $7,475.04 | - | -$853.96 | -10.25% | -2.11% |
| ACN Accenture plc Class A | 207 | $41,046 | $34,345.44 | - | -$6,700.56 | -16.32% | +1.611% |
| ADM Archer-Daniels-Midland Co | 24,166 | $1.22M | $1.92M | - | $694,610.84 | 56.89% | -1.662% |
| ADP Automatic Data Processing Inc. | 532 | $108,091.92 | $141,756.71 | - | $33,664.79 | 31.14% | +0.982% |
| AEP American Electric Power Company, Inc. | 354 | $46,402 | $45,258.9 | - | -$1,143.1 | -2.46% | +0.055% |
| AFL Aflac Inc. | 195 | $21,393 | $24,858.6 | - | $3,465.6 | 16.2% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 29,720 | $2.88M | $2.89M | - | $12,975.5 | 0.45% | -0.256% |
| AKRE Akre Focus ETF | 108 | $5,708 | $6,208.92 | - | $500.92 | 8.78% | -0.087% |
| ALL Allstate Corporation | 1,638 | $315,789.91 | $432,563.02 | - | $116,773.11 | 36.98% | -0.49% |
| ALLE Allegion plc | 273 | $39,664 | $42,970.2 | - | $3,306.2 | 8.34% | +0.216% |
| AMAT Applied Materials, Inc. | 28 | $9,570 | $14,214.76 | - | $4,644.76 | 48.53% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 100 | $20,343 | $47,615 | - | $27,272 | 134.06% | -1.904% |
| AMGN Amgen Inc. | 1,004 | $261,682.6 | $386,700.64 | - | $125,018.04 | 47.77% | -0.64% |
| AMP Ameriprise Financial, Inc. | 935 | $497,822.42 | $510,360.43 | - | $12,538.01 | 2.52% | +0.253% |
| AMZN Amazon.com Inc | 6,725 | $1.46M | $1.83M | - | $363,386.71 | 24.84% | +15.321% |
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FAQ
Which stocks have generated the highest profits for Matthew Riley?
The largest contributions to the portfolio's profits come from the following stocks: Intel Corporation - $597,130.62, Caterpillar Inc - $439,760.93, iShares Core S&P Total U.S. Stock Market ETF - $437,128.99, iShares Core MSCI EAFE ETF - $423,547.56, and SPDR S&P 500 ETF Trust - $245,319.77. 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: Fiserv, Inc - $151,106.9, Honeywell International Inc - $66,654.17, United Parcel Service, Inc - $38,654.13, Constellation Brands, Inc - $37,122.13, and HP Inc - $30,541.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Riley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.9M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $423,547.56, iShares Core S&P Total U.S. Stock Market ETF - $329,899.47, SPDR S&P 500 ETF Trust - $241,656.85, Vanguard Intermediate-Term Treasury Fund - $218,637.29, and iShares Core U.S. Aggregate Bond ETF - $203,085.77. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Riley's monthly returns?
Matthew Riley's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Matthew Riley's strategy be considered aggressive or moderate?
Matthew Riley's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Matthew Riley's strategy?
Matthew Riley's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
