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:
32.58%
Gain -0.6%
Monthly
1.32%
Yearly
17.05%
Drawdown
15.83%
$166.78M
Equity
Holdings
$166.78M
Investment
$133.91M
$35.86M
Profit -$883,711.32
Realized
$2.99M
Unrealized
$32.87M
Dividends
$4.4M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.6%
Profit
-$883,711.32
Win %
64%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$1.09M
Win %
64%
This Month
Compared to last month
Gain
0.77%
Profit
$1.27M
Win %
64%
This Year
Compared to last year
Gain
0.05%
Profit
$101,489.41
Win %
67%
ALOY Blackboxstocks Inc.
+5.91%
+$1,027 
OXY-WT Occidental Petroleum Corporation
+4.13%
+$25.6 
HONA Honeywell Aerospace Inc.
+3.34%
+$1,669.23 
EQT EQT Corporation
+3.17%
+$1,660 
KMI Kinder Morgan, Inc.
+3.06%
+$18,661.85 
COP ConocoPhillips
+3.04%
+$15,594.41 
EOG EOG Resources, Inc.
+2.83%
+$1,036.8 
RTX RTX Corporation
+2.79%
+$13,164.84 
OXY Occidental Petroleum Corporation
+2.68%
+$3,168.75 
DVN Devon Energy Corporation
+2.61%
+$385.5 
LMT Lockheed Martin Corporation
+2.52%
+$5,821.68 
PPTA Perpetua Resources Corp.
+2.43%
+$5,850 
WDEF WisdomTree Europe Hedged Equity Fund
+2.41%
+$33.85 
SLB Schlumberger Limited
+2.28%
+$1,878.5 
MSI Motorola Solutions, Inc.
+2.22%
+$303.9 
CE Celanese Corporation
+2.11%
+$143.08 
PM Philip Morris International Inc.
+2.09%
+$5,478.18 
PRMB Primo Brands Corp. Common Stock
+2.06%
+$156 
CVX Chevron Corporation
+2%
+$38,552.83 
GMTL Guardian Metal Resources PLC
+1.97%
+$108 
XLE Energy Select Sector SPDR Fund
+1.95%
+$2,633.8 
PEP PepsiCo, Inc.
+1.92%
+$7,921.29 
LYB LyondellBasell Industries N.V.
+1.87%
+$45.63 
WEC WEC Energy Group Inc.
+1.86%
+$151.69 
UL Unilever PLC Sponsored American Depositary Receipt
+1.86%
+$610.8 
F Ford Motor Company
+1.83%
+$45 
EXC Exelon Corporation
+1.82%
+$20.93 
AEP American Electric Power Company, Inc.
+1.81%
+$673.5 
TJX The TJX Companies, Inc.
+1.8%
+$2,080.17 
HST Host Hotels & Resorts Inc.
+1.8%
+$1,030.71 
VGNT Versigent plc
+1.78%
+$390 
ATLX Atlas Lithium Inc.
+1.74%
+$160 
PEG Public Service Enterprise Group Incorporated
+1.71%
+$3,302.4 
ATO Atmos Energy Corporation
+1.69%
+$531.84 
EPD Enterprise Products Partners L.P.
+1.69%
+$1,320 
VSNT Versant Media Group, Inc.
+1.68%
+$81.9 
SO The Southern Company
+1.65%
+$8,454.7 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+1.65%
+$8,191.8 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.64%
+$184.6 
ROK Rockwell Automation, Inc.
+1.63%
+$13.74 
ED Consolidated Edison, Inc.
+1.62%
+$792.1 
ET Energy Transfer L.P.
+1.5%
+$594.8 
WY Weyerhaeuser Company
+1.47%
+$663.48 
GD General Dynamics Corporation
+1.47%
+$13,046.54 
MDLZ Mondelez International, Inc.
+1.46%
+$6,552.25 
LHX L3Harris Technologies, Inc.
+1.45%
+$698 
AZO AutoZone Inc.
+1.39%
+$170.6 
MO Altria Group, Inc.
+1.38%
+$1,326 
HE Hawaiian Electric Industries Inc.
+1.35%
+$28.18 
NEM Newmont Corporation
+1.34%
+$16,668.04 
VMC Vulcan Materials Company
+1.34%
+$10.16 
WDS Woodside Energy Group Ltd American Depositary Receipt
+1.29%
+$30 
USB U.S. Bancorp
+1.28%
+$3,954.3 
AMT American Tower Corporation
+1.28%
+$696 
COST Costco Wholesale Corporation
+1.27%
+$5,433.39 
RGLD Royal Gold Inc.
+1.27%
+$472 
KO The Coca-Cola Company
+1.21%
+$11,234.31 
TSN Tyson Foods Inc.
+1.2%
+$847.6 
GE General Electric Company
+1.19%
+$7,690.83 
ALL Allstate Corporation
+1.17%
+$4,594.57 
PSX Phillips 66
+1.17%
+$250.49 
D Dominion Energy, Inc.
+1.15%
+$362.5 
CMCSA Comcast Corp
+1.15%
+$1,110.5 
HDV iShares Core High Dividend ETF
+1.11%
+$148.5 
NUE Nucor Corporation
+1.11%
+$1,125.18 
XLU Utilities Select Sector SPDR Fund
+1.07%
+$4,720.56 
TFC Truist Financial Corporation
+1.06%
+$505.89 
WMB The Williams Companies, Inc.
+1.03%
+$21.3 
CINF Cincinnati Financial Corporation
+1.01%
+$151.65 
MKC McCormick & Company, Incorporated
+0.99%
+$63.7 
DTE DTE Energy Company
+0.98%
+$1,201.04 
MRK Merck & Co., Inc.
+0.96%
+$13,811 
DEO Diageo plc Sponsored ADR
+0.95%
+$590.7 
MPLX MPLX LP
+0.94%
+$486 
NEE NextEra Energy, Inc.
+0.94%
+$2,229.62 
HD The Home Depot, Inc.
+0.93%
+$763.2 
SYK Stryker Corporation
+0.93%
+$995.52 
ROST Ross Stores, Inc.
+0.93%
+$8.7 
STZ Constellation Brands, Inc.
+0.9%
+$1,018.21 
DRI Darden Restaurants, Inc.
+0.89%
+$4,619.62 
HWM Howmet Aerospace Inc.
+0.87%
+$38.3 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.86%
+$194.82 
KR Kroger Co.
+0.86%
+$108 
KHC The Kraft Heinz Company
+0.86%
+$2,181.6 
CMI Cummins Inc.
+0.86%
+$7,820.43 
COF Capital One Financial Corporation
+0.85%
+$3,002.2 
DOV Dover Corporation
+0.84%
+$112.47 
MET MetLife Inc.
+0.84%
+$1,764 
VZ Verizon Communications Inc.
+0.83%
+$8,083.76 
ETR Entergy Corporation
+0.82%
+$2,548.3 
CAG Conagra Brands Inc.
+0.81%
+$46 
DWM WisdomTree International Equity Fund
+0.78%
+$1,299.1 
DINO HF Sinclair Corporation
+0.77%
+$144 
PG Procter & Gamble Co
+0.77%
+$6,093.67 
NXPI NXP Semiconductors N.V.
+0.76%
+$24.5 
LIN Linde plc
+0.76%
+$238.72 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.72%
+$3,625 
CME CME Group Inc.
+0.71%
+$309.75 
JNJ Johnson & Johnson
+0.71%
+$4,963.67 
JPM JPMorgan Chase & Co.
+0.68%
+$14,408.68 
WES Western Midstream Partners, LP
+0.68%
+$1,905 
GM General Motors Company
+0.67%
+$4,782.4 
HSY The Hershey Company
+0.65%
+$2,739.02 
PCAR PACCAR Inc.
+0.65%
+$726.48 
FMBH First Mid Bancshares Inc.
+0.65%
+$222.72 
PNC The PNC Financial Services Group, Inc.
+0.64%
+$339.32 
LOW Lowe's Companies Inc.
+0.64%
+$2,335 
FISV Fiserv, Inc.
+0.64%
+$130.8 
WMT Walmart Inc.
+0.63%
+$5,275.46 
TT Trane Technologies plc
+0.62%
+$641.25 
AFL Aflac Inc.
+0.59%
+$136.5 
WFC Wells Fargo & Company
+0.59%
+$1,309.5 
CI The Cigna Group
+0.58%
+$168.78 
BRK-B Berkshire Hathaway Inc.
+0.56%
+$11,627.55 
DOW Dow Inc.
+0.56%
+$812.13 
ABBV AbbVie Inc.
+0.55%
+$1,519.45 
ISRG Intuitive Surgical, Inc.
+0.55%
+$442.7 
BRO Brown & Brown Inc.
+0.54%
+$57.35 
LLY Eli Lilly and Company
+0.54%
+$880.32 
CB Chubb Limited
+0.53%
+$216.2 
KMB Kimberly-Clark Corporation
+0.52%
+$46.33 
ORLY O'Reilly Automotive Inc.
+0.51%
+$62.34 
CPB The Campbell's Company
+0.5%
+$60 
DVY iShares Select Dividend ETF
+0.5%
+$1,341.42 
VICI Vici Properties Inc.
+0.49%
+$92 
FAST Fastenal Co.
+0.49%
+$326.58 
VLO Valero Energy Corporation
+0.46%
+$2,106.86 
NUW Nuveen AMT-Free Municipal Value Fund
+0.46%
+$1,638 
C Citigroup Inc.
+0.44%
+$5,988.46 
CL Colgate-Palmolive Company
+0.44%
+$118.26 
CF CF Industries Holdings, Inc.
+0.43%
+$917.8 
GWX SPDR S&P International Small Cap ETF
+0.43%
+$19 
NKE Nike, Inc. - Class B
+0.4%
+$409.2 
ITW Illinois Tool Works Inc.
+0.4%
+$164.78 
ZBH Zimmer Biomet Holdings, Inc.
+0.39%
+$14.8 
NVS Novartis AG Sponsored ADR
+0.38%
+$296.7 
XLB Materials Select Sector SPDR Fund
+0.38%
+$313.5 
CELH Celsius Holdings Inc.
+0.37%
+$94.5 
HBT HBT Financial Inc.
+0.37%
+$2,600 
MUSA Murphy USA Inc.
+0.36%
+$183.08 
GEV GE Vernova Inc.
+0.36%
+$1,700.85 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.35%
+$78.37 
FCPT Four Corners Property Trust Inc.
+0.34%
+$29.4 
DFIV Dimensional International Value ETF
+0.34%
+$340.84 
TRV The Travelers Companies, Inc.
+0.33%
+$1,718.64 
RIO Rio Tinto Plc Sponsored ADR
+0.32%
+$58 
V Visa Inc. Class A
+0.32%
+$275.59 
SPGI S&P Global Inc.
+0.3%
+$74.53 
AAPL Apple Inc.
+0.3%
+$11,153.87 
T AT&T Inc.
+0.3%
+$685.79 
PH Parker-Hannifin Corporation
+0.29%
+$8.43 
HELE Helen of Troy Limited
+0.27%
+$24 
NIM Nuveen Select Maturities Municipal Fund
+0.23%
+$530 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.22%
+$9.8 
CLF Cleveland-Cliffs Inc.
+0.21%
+$75 
OHI Omega Healthcare Investors Inc.
+0.2%
+$126.09 
MCK McKesson Corporation
+0.2%
+$1,010.6 
JCPI J.P. Morgan Inflation Managed Bond Fund
+0.19%
+$38.88 
BSX Boston Scientific Corporation
+0.19%
+$12.75 
NRG NRG Energy, Inc.
+0.19%
+$0.97 
MPC Marathon Petroleum Corporation
+0.19%
+$161.98 
MWA Mueller Water Products Inc.
+0.16%
+$43.75 
BLK BlackRock, Inc.
+0.16%
+$936.3 
PFE Pfizer Inc.
+0.15%
+$625.5 
TIP iShares TIPS Bond ETF
+0.14%
+$408.15 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.14%
+$89.78 
ASML ASML Holding N.V. New York Registry Shares
+0.14%
+$8.92 
ADM Archer-Daniels-Midland Co
+0.13%
+$2,658.26 
ADP Automatic Data Processing Inc.
+0.11%
+$162.27 
APD Air Products and Chemicals, Inc.
+0.1%
+$12.6 
TD The Toronto-Dominion Bank
+0.09%
+$66 
SBRA Sabra Health Care REIT, Inc.
+0.08%
+$9 
DLR Digital Realty Trust, Inc.
+0.07%
+$104 
PAAS Pan American Silver Corp.
+0.07%
+$2.25 
ICE Intercontinental Exchange, Inc.
+0.06%
+$32.5 
MAS Masco Corporation
+0.06%
+$22.5 
INQQ INQQ The India Internet ETF
+0.06%
+$5.67 
KDP Keurig Dr Pepper Inc.
+0.06%
+$10 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$2,007.99 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.05%
+$180 
CHD Church & Dwight Co., Inc.
+0.04%
+$5.62 
BNY BlackRock New York Municipal Income Trust
+0.04%
+$222.3 
VNQ Vanguard Real Estate ETF
+0.02%
+$21.94 
JFLX JPMorgan Flexible Debt ETF
+0.02%
+$0.67 
VTV Vanguard Value ETF
+0.02%
+$0.8 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.01%
+$0.37 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$244.15 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$25.46 
WM Waste Management, Inc.
+0.01%
+$2 
CDNMF EGR Exploration Ltd.
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
IINN Inspira Technologies Oxy B.H.N. Ltd.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
LKQ LKQ Corporation
0%
$0 
STAG Stag Industrial Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
BNZI Banzai International Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 LAC
LAC
0%
$0 
FTNT Fortinet Inc.
-7.87%
-$2,865 
CRWD CrowdStrike Holdings, Inc.
-7.52%
-$2,281.6 
NET Cloudflare Inc.
-7.48%
-$2,365 
PLTR Palantir Technologies Inc.
-7.28%
-$131.4 
P Everpure Inc.
-6.18%
-$8,240 
SBET Sharplink Gaming Inc.
-6.17%
-$477.73 
HPE Hewlett Packard Enterprise Company
-6.05%
-$1,491 
PLUG Plug Power Inc.
-6.04%
-$135 
MVST Microvast Holdings Inc.
-5.87%
-$166.5 
ACHR Archer Aviation Inc.
-5.5%
-$378.58 
NOW ServiceNow, Inc.
-5.49%
-$3,952.75 
AKAN Akanda Corp
-5.47%
-$14.32 
RGTI Rigetti Computing Inc
-5.3%
-$402 
SRFM Surf Air Mobility Inc.
-5.1%
-$28.62 
SNDK SanDisk Corporation
-4.9%
-$6,834.4 
DXYZ Destiny Tech100 Inc.
-4.88%
-$566 
INTC Intel Corporation
-4.68%
-$28,558.14 
WDC Western Digital Corporation
-4.65%
-$165.9 
OARK YieldMax Innovation Option Income Strategy ETF
-4.58%
-$157 
SOUN SoundHound AI Inc.
-4.4%
-$129 
TMC TMC the metals company Inc.
-4.31%
-$575 
ORCL Oracle Corporation
-4.29%
-$16,378.36 
USAR USA Rare Earth, Inc.
-4.28%
-$2,375 
AMD Advanced Micro Devices, Inc.
-4.27%
-$2,401.5 
VSAT Viasat Inc.
-3.95%
-$85.05 
MU Micron Technology, Inc.
-3.9%
-$42,810.39 
SHOP Shopify Inc.
-3.86%
-$2,335.8 
NSLR SuRo Capital Corp.
-3.8%
-$520 
RIVN Rivian Automotive, Inc.
-3.65%
-$148.68 
RAL Ralliant Corporation
-3.53%
-$38.8 
LRCX Lam Research Corporation
-3.51%
-$1,946 
TDC Teradata Corporation
-3.46%
-$200.88 
DELL Dell Technologies Inc.
-3.45%
-$244.95 
CRSP Crispr Therapeutics AG
-3.44%
-$265.5 
META Meta Platforms Inc Class A
-3.38%
-$91,105.71 
UUUU Energy Fuels Inc.
-3.38%
-$579.8 
STXS Stereotaxis Inc.
-3.33%
-$52.5 
AVGO Broadcom Inc.
-3.29%
-$3,342.35 
GLW Corning Incorporated
-3.26%
-$902 
AMAT Applied Materials, Inc.
-3.23%
-$388.64 
UPRO ProShares UltraPro S&P500
-3.14%
-$24,830.61 
TMQ Trilogy Metals Inc.
-3.06%
-$75 
CRM Salesforce Inc
-3.06%
-$1,885 
VNRX VolitionRx Limited
-3.02%
-$1.43 
HPQ HP Inc.
-3.02%
-$4,760.67 
JOBY Joby Aviation, Inc.
-3.02%
-$507.5 
KLAC KLA Corporation
-2.94%
-$20,864.04 
QXO Qxo Inc.
-2.91%
-$227.5 
NFLX Netflix, Inc.
-2.88%
-$31.35 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.84%
-$151.11 
EBAY eBay Inc.
-2.81%
-$1,003.4 
IDCC InterDigital, Inc.
-2.78%
-$1,826 
HOG Harley-Davidson Inc.
-2.75%
-$516.8 
FTRE Fortrea Holdings Inc.
-2.75%
-$66.25 
EXTR Extreme Networks, Inc.
-2.72%
-$610 
TSLA Tesla, Inc.
-2.7%
-$13,694.77 
GRAB Grab Holdings Limited
-2.69%
-$404 
UNFI United Natural Foods Inc.
-2.61%
-$882 
DAL Delta Air Lines, Inc.
-2.61%
-$3,052.5 
MSFT Microsoft Corp.
-2.59%
-$84,290.48 
VZLA Vizsla Silver Corp.
-2.56%
-$34 
PINS Pinterest, Inc. Class A
-2.55%
-$348 
MP MP Materials Corp.
-2.52%
-$2,625 
XLK State Street Technology Select Sector SPDR ETF
-2.5%
-$94.4 
FSLR First Solar, Inc.
-2.49%
-$445 
RKT Rocket Companies, Inc. Class A
-2.48%
-$165 
SOLV Solventum Corporation
-2.46%
-$13,716 
VGT Vanguard Information Technology ETF
-2.42%
-$236.8 
CHWY Chewy Inc.
-2.39%
-$612 
AAL American Airlines Group Inc.
-2.32%
-$427.5 
OWL Blue Owl Capital Inc.
-2.29%
-$1,230 
ALM Almonty Industries Inc.
-2.28%
-$115.2 
GOOGL Alphabet Inc
-2.25%
-$51,728.11 
SMH VanEck Semiconductor ETF
-2.24%
-$664.09 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-2.22%
-$136 
GOOG Alphabet Inc
-2.14%
-$6,835.75 
QQQ Invesco QQQ Trust, Series 1
-2.07%
-$17,966.58 
TOST Toast Inc.
-2.06%
-$3,657.5 
BX Blackstone Inc.
-2.02%
-$165.75 
DE Deere & Company
-2.01%
-$16,220.5 
STT State Street Corp
-1.98%
-$2,118.17 
CBRE CBRE Group Inc.
-1.98%
-$85.76 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.98%
-$3,016.14 
NULG Nuveen ESG Large-Cap Growth ETF
-1.96%
-$588.74 
WAT Waters Corporation
-1.94%
-$1,553.4 
SPCX Space Exploration Technologies Corp. Class A
-1.93%
-$573 
VOT Vanguard Mid-Cap Growth ETF
-1.92%
-$2,414.68 
IWF iShares Russell 1000 Growth ETF
-1.91%
-$2,370 
ETN Eaton Corporation plc
-1.9%
-$8,262.01 
OLLI Ollie's Bargain Outlet Holdings Inc.
-1.9%
-$544.5 
CSCO Cisco Systems, Inc.
-1.88%
-$27,288.81 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.86%
-$747 
AMZN Amazon.com Inc
-1.84%
-$30,686.69 
GMED Globus Medical Inc.
-1.79%
-$5,872.25 
IUSG iShares Core S&P U.S. Growth ETF
-1.77%
-$684 
PWR Quanta Services Inc.
-1.77%
-$12,194.02 
HCA HCA Healthcare Inc.
-1.75%
-$2,094.08 
WLFC Willis Lease Finance Corporation
-1.74%
-$201 
UBER Uber Technologies, Inc.
-1.73%
-$246 
CDNS Cadence Design Systems, Inc.
-1.72%
-$267.84 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.72%
-$177.48 
NUEM Nuveen ESG Emerging Markets Equity Fund
-1.7%
-$200.1 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.69%
-$1,593.9 
WU Western Union Co.
-1.69%
-$262.5 
CEG Constellation Energy Corporation
-1.68%
-$574.12 
EEM iShares MSCI Emerging Markets ETF
-1.62%
-$648.95 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.61%
-$12,710.37 
IWM iShares Russell 2000 ETF
-1.61%
-$27,417.19 
BEN Franklin Resources Inc.
-1.61%
-$505 
PFXF VanEck Preferred Securities ex Financials ETF
-1.59%
-$184.53 
LW Lamb Weston Holdings, Inc.
-1.59%
-$187.48 
BOX Box Inc.
-1.57%
-$434 
IEMG iShares Core MSCI Emerging Markets ETF
-1.52%
-$236.81 
CNC Centene Corporation
-1.51%
-$53.25 
IBIT iShares Bitcoin Trust
-1.5%
-$367.5 
STM STMicroelectronics N.V.
-1.47%
-$274 
TGT Target Corporation
-1.41%
-$1,401.14 
FLNG Flex LNG Ltd.
-1.4%
-$120 
UNH UnitedHealth Group Incorporated
-1.4%
-$846.32 
BDX Becton, Dickinson and Company
-1.37%
-$4,189.63 
APH Amphenol Corporation
-1.36%
-$28.86 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.36%
-$9,776.16 
CZR Caesars Entertainment, Inc.
-1.33%
-$6,171.75 
QCOM QUALCOMM Incorporated
-1.32%
-$767.75 
XLG Invesco S&P 500 Top 50 ETF
-1.31%
-$286.44 
LH Labcorp Holdings Inc.
-1.29%
-$444.14 
VWO Vanguard FTSE Emerging Markets ETF
-1.28%
-$16,605.47 
SCHM Schwab U.S. Mid-Cap ETF
-1.27%
-$943.8 
VRTX Vertex Pharmaceuticals Incorporated
-1.25%
-$25.4 
Q Qnity Electronics Inc.
-1.24%
-$3,543.12 
TMO Thermo Fisher Scientific Inc.
-1.24%
-$6,147.53 
TECK Teck Resources Ltd.
-1.23%
-$483 
NUSC Nuveen ESG Small-Cap ETF
-1.22%
-$153.6 
MOS Mosaic Company
-1.21%
-$4,347 
CVLG Covenant Logistics Group Inc.
-1.2%
-$629 
BABA Alibaba Group Holding Limited SP ADR
-1.2%
-$18.62 
SHW The Sherwin-Williams Company
-1.19%
-$160.8 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-1.16%
-$15.44 
SGRY Surgery Partners Inc.
-1.15%
-$25.5 
IWR iShares Russell Mid-Cap ETF
-1.11%
-$2,575.42 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.11%
-$62.85 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.1%
-$246,158.5 
AZN AstraZeneca PLC American Depositary Shares
-1.09%
-$273 
PRU Prudential Financial, Inc.
-1.08%
-$632.52 
IBM International Business Machines Corporation
-1.06%
-$4,079.6 
ABNB Airbnb, Inc.
-1.06%
-$2,145.44 
GPN Global Payments Inc.
-1.05%
-$177 
EMR Emerson Electric Co.
-1.04%
-$1,127.22 
IVV iShares Core S&P 500 ETF
-1.04%
-$19,134.37 
IJR iShares Core S&P Small-Cap ETF
-1.03%
-$4,090.41 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.02%
-$174.4 
VOO Vanguard S&P 500 ETF
-1.02%
-$8,271.11 
SPY SPDR S&P 500 ETF Trust
-1.02%
-$171,379 
AMP Ameriprise Financial, Inc.
-1.01%
-$4,749.8 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1%
-$375 
IJH iShares Core S&P Mid-Cap ETF
-0.99%
-$1,361.52 
NULV Nuveen ESG Large-Cap Value ETF
-0.96%
-$317.72 
MDY SPDR S&P MidCap 400 ETF Trust
-0.95%
-$4,442.95 
IWN iShares Russell 2000 Value ETF
-0.94%
-$43.56 
MS Morgan Stanley
-0.94%
-$462.06 
NB NioCorp Developments Ltd.
-0.92%
-$60 
ECL Ecolab Inc.
-0.92%
-$6,588.82 
JOET Virtus Terranova U.S. Quality Momentum ETF
-0.92%
-$415.8 
MLI Mueller Industries Inc.
-0.91%
-$27.5 
WMS Advanced Drainage Systems, Inc.
-0.9%
-$116 
CRML Critical Metals Corp.
-0.86%
-$300 
CGDV Capital Group Dividend Value ETF
-0.85%
-$471.24 
URI United Rentals, Inc.
-0.84%
-$1,665.08 
QUAL iShares MSCI USA Quality Factor ETF
-0.83%
-$1,389.24 
MDT Medtronic plc
-0.83%
-$300.99 
ROP Roper Technologies Inc.
-0.82%
-$1,527.44 
VST Vistra Corp
-0.82%
-$18.9 
IRM Iron Mountain Inc.
-0.81%
-$182 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.79%
-$450 
GILD Gilead Sciences Inc.
-0.78%
-$564.57 
VO Vanguard Mid-Cap ETF
-0.75%
-$4,148 
BFRG Bullfrog AI Holdings Inc.
-0.75%
-$8 
SYY Sysco Corporation
-0.73%
-$144 
PNR Pentair plc
-0.68%
-$74.83 
NVDA NVIDIA Corporation
-0.68%
-$22,023.54 
MBGL Mobility Global Inc
-0.67%
-$7.25 
DHR Danaher Corporation
-0.64%
-$1,429.68 
UPS United Parcel Service, Inc.
-0.64%
-$1,506.87 
VLTO Veralto Corporation
-0.64%
-$133.51 
PGF Invesco Financial Preferred ETF
-0.62%
-$200 
REGN Regeneron Pharmaceuticals, Inc.
-0.62%
-$301.04 
SLV iShares Silver Trust
-0.62%
-$920 
WAB Wabtec Corporation
-0.61%
-$1,511.18 
VYX NCR Voyix Corp
-0.59%
-$8.37 
FHLC Fidelity MSCI Health Care Index ETF
-0.58%
-$43.61 
CSX CSX Corporation
-0.56%
-$162 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$25.56 
AGI Alamos Gold Inc.
-0.53%
-$80.75 
PLOW Douglas Dynamics Inc.
-0.53%
-$42 
UNP Union Pacific Corporation
-0.51%
-$4,962.69 
FCX Freeport-McMoRan Inc.
-0.51%
-$219.39 
CAH Cardinal Health Inc.
-0.51%
-$198.4 
DD DuPont de Nemours, Inc.
-0.5%
-$1,052.72 
EFG iShares MSCI EAFE Growth ETF
-0.5%
-$2,504.4 
BAC-PL Bank of America Corporation
-0.48%
-$44.96 
IIIN Insteel Industries Inc.
-0.47%
-$42 
GLDM SPDR Gold MiniShares Trust
-0.41%
-$298.86 
OUNZ VanEck Merk Gold Trust
-0.41%
-$4.79 
GLD SPDR Gold Shares
-0.41%
-$1,193.19 
IAU iShares Gold Trust
-0.41%
-$134.72 
IWD iShares Russell 1000 Value ETF
-0.38%
-$320.46 
DC Dakota Gold Corp
-0.36%
-$100 
MA Mastercard Incorporated
-0.35%
-$1,455.21 
TOL Toll Brothers Inc
-0.35%
-$1,079.12 
SOLS Sollensys Corp
-0.34%
-$31.16 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.34%
-$2,161.06 
AOS A. O. Smith Corporation
-0.34%
-$32 
GWW W.W. Grainger, Inc.
-0.34%
-$84.93 
NUHY Nuveen ESG High Yield Corporate Bond ETF
-0.34%
-$55.01 
BAC Bank of America Corporation
-0.32%
-$3,812.66 
CLX The Clorox Company
-0.31%
-$54 
BA Boeing Company
-0.3%
-$1,032.27 
ALLE Allegion plc
-0.28%
-$117.39 
CVS CVS Health Corporation
-0.28%
-$330.74 
DHI D.R. Horton, Inc.
-0.27%
-$751.5 
FDVV Fidelity High Dividend ETF
-0.27%
-$49.5 
PPG PPG Industries Inc.
-0.26%
-$99.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$121.5 
NSC Norfolk Southern Corporation
-0.25%
-$495.27 
NTRS Northern Trust Corporation
-0.24%
-$97.5 
CPRT Copart Inc.
-0.23%
-$26 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.23%
-$218.51 
HBAN Huntington Bancshares Incorporated
-0.23%
-$115.25 
RF Regions Financial Corporation
-0.22%
-$142.14 
CTAS Cintas Corporation
-0.22%
-$92.07 
KRE SPDR S&P Regional Banking ETF
-0.21%
-$14.5 
SFIX Stitch Fix Inc.
-0.2%
-$25 
GDX VanEck Gold Miners ETF
-0.2%
-$58.65 
IUSV iShares Core S&P U.S. Value ETF
-0.19%
-$88 
WPM Wheaton Precious Metals Corp.
-0.19%
-$75 
RSG Republic Services, Inc.
-0.19%
-$1,506.68 
TEL TE Connectivity plc
-0.18%
-$1,082.28 
BMY Bristol-Myers Squibb Company
-0.18%
-$527.45 
EFA iShares MSCI EAFE ETF
-0.17%
-$3,617.1 
ACN Accenture plc Class A
-0.17%
-$76.59 
GEHC GE HealthCare Technologies Inc.
-0.16%
-$86.14 
IEFA iShares Core MSCI EAFE ETF
-0.14%
-$11,591.45 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$2,000.78 
B BARRICK MINING CORP Common Stock (ABR0)
-0.12%
-$6.8 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.12%
-$55.05 
IEF iShares 7-10 Year Treasury Bond ETF
-0.11%
-$16.1 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.11%
-$42.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$2,772.57 
BGRN iShares USD Green Bond ETF
-0.1%
-$49.99 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$64.55 
DIS The Walt Disney Company
-0.07%
-$969.76 
XLF Financial Select Sector SPDR Fund
-0.07%
-$19.44 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.07%
-$4,114.44 
CAT Caterpillar Inc.
-0.06%
-$594.29 
NATL NCR Atleos Corporation
-0.04%
-$1.86 
MCD McDonald's Corporation
-0.04%
-$111 
CTVA Corteva Inc.
-0.04%
-$8.49 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$30.52 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$54.38 
VGK Vanguard FTSE Europe ETF
-0.02%
-$495.78 
AMGN Amgen Inc.
-0.01%
-$60.24 
ABT Abbott Laboratories
-0.01%
-$17.49 
PYPL PayPal Holdings Inc
-0.01%
-$3.45 Events
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Dividends
Dividend Analysis
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| Trades 1102 | Longs Won 731/1102 66% | Profit Factor 13.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $221,573.46 |
| Average Win $52,909.97 | Best Trade (Oct 15) $5.14M | Sharpe Ratio -11.01 |
| Average Loss -$7,598.31 | Worst Trade (Oct 16) -$166,747.17 | Z-Score 7.38 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $32,539.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 1,500 | $16,110 | $17,992.5 | - | $1,882.5 | 11.69% | -2.321% |
| AAPL Apple Inc. | 10,829 | $2.69M | $3.71M | - | $1.03M | 38.12% | +0.301% |
| ABBV AbbVie Inc. | 974 | $225,519.5 | $277,551.04 | - | $52,031.54 | 23.07% | +0.55% |
| ABNB Airbnb, Inc. | 1,166 | $148,503.53 | $201,065.04 | - | $52,561.51 | 35.39% | -1.056% |
| ABT Abbott Laboratories | 1,749 | $178,418.06 | $183,067.83 | - | $4,649.77 | 2.61% | -0.01% |
| ACHR Archer Aviation Inc. | 1,611 | $8,329 | $6,500.38 | - | -$1,828.62 | -21.95% | -5.504% |
| ACN Accenture plc Class A | 207 | $41,046 | $46,481.85 | - | $5,435.85 | 13.24% | -0.165% |
| ADM Archer-Daniels-Midland Co | 24,166 | $1.22M | $2.01M | - | $785,716.66 | 64.35% | +0.133% |
| ADP Automatic Data Processing Inc. | 532 | $108,091.92 | $152,128.06 | - | $44,036.14 | 40.74% | +0.107% |
| AEP American Electric Power Company, Inc. | 300 | $39,323.73 | $37,960.5 | - | -$1,363.23 | -3.47% | +1.806% |
| AFL Aflac Inc. | 195 | $21,393 | $23,156.25 | - | $1,763.25 | 8.24% | +0.593% |
| AGG iShares Core U.S. Aggregate Bond ETF | 29,185 | $2.83M | $2.78M | - | -$47,251.13 | -1.67% | -0.1% |
| AGI Alamos Gold Inc. | 475 | $15,385 | $15,109.75 | - | -$275.25 | -1.79% | -0.532% |
| AKAN Akanda Corp | 200 | $514 | $247.68 | - | -$266.32 | -51.81% | -5.466% |
| ALL Allstate Corporation | 1,638 | $315,789.91 | $397,059.39 | - | $81,269.48 | 25.74% | +1.171% |
| ALLE Allegion plc | 273 | $39,664 | $42,402.36 | - | $2,738.36 | 6.9% | -0.276% |
| ALM Almonty Industries Inc. | 500 | $7,175 | $4,934.8 | - | -$2,240.2 | -31.22% | -2.281% |
| ALOY Blackboxstocks Inc. | 2,600 | $21,242 | $18,395 | - | -$2,847 | -13.4% | +5.913% |
| AMAT Applied Materials, Inc. | 28 | $9,570 | $11,651.64 | - | $2,081.64 | 21.75% | -3.228% |
| AMD Advanced Micro Devices, Inc. | 100 | $20,343 | $53,821.5 | - | $33,478.5 | 164.57% | -4.271% |
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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 - $613,660.32, iShares Core S&P Total U.S. Stock Market ETF - $497,198.3, Caterpillar Inc - $475,155.28, Exxon Mobil Corporation - $430,210.1, and iShares Core MSCI EAFE ETF - $423,547.56. 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, Constellation Brands, Inc - $37,697.8, United Parcel Service, Inc - $35,008.35, and Nike, Inc. - Class B - $29,326.4. 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 $4.4M 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 - $389,968.78, SPDR S&P 500 ETF Trust - $283,401.88, Vanguard Intermediate-Term Treasury Fund - $254,065.32, and iShares Core U.S. Aggregate Bond ETF - $213,103.19. 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.
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