Matthew J. Syverson Portfolio
Invests via Sound Stewardship, LLC | Managed by Matthew Johnne Syverson, Jonathan David Harrison
Invests via Sound Stewardship, LLC
Managed by Matthew Johnne Syverson, Jonathan David Harrison
Automatically Tracked
Matthew J. Syverson Profile
Seasoned private equity investor and operating executive focused on sourcing, structuring and scaling middle-market businesses across technology and services. Matthew J. Syverson combines deal execution, portfolio company governance and capital-raising experience to drive value creation and operational improvement. Known for board-level leadership, M&A oversight and financial discipline, he engages with sponsors and management teams on strategy, EBITDA expansion and exit readiness. Market-oriented profile for investors assessing sponsor capability and operational playbook.
Seasoned private equity investor and operating executive focused on sourcing, structuring and scaling middle-market businesses across technology and services. Matthew J. Syverson combines deal execution, portfolio company governance and capital-raising experience to drive value creation and operational improvement. Known for board-level leadership, M&A oversight and financial discipline, he engages with sponsors and management teams on strategy, EBITDA expansion and exit readiness. Market-oriented profile for investors assessing sponsor capability and operational playbook.
Investment Philosophy & Strategy
Combines operational private-equity rigor with hands-on governance to target scalable middle-market technology and services businesses. Prioritizes deal structures that align sponsor and management incentives, emphasizing EBITDA expansion through operational improvement, disciplined add-on M&A, and rigorous capital stewardship. Favors 3–7 year horizons focused on value creation, clear exit paths, and board-led transformation. Risk discipline centers on cash-flow resilience, margin uplift initiatives, and active portfolio oversight.
Combines operational private-equity rigor with hands-on governance to target scalable middle-market technology and services businesses. Prioritizes deal structures that align sponsor and management incentives, emphasizing EBITDA expansion through operational improvement, disciplined add-on M&A, and rigorous capital stewardship. Favors 3–7 year horizons focused on value creation, clear exit paths, and board-led transformation. Risk discipline centers on cash-flow resilience, margin uplift initiatives, and active portfolio oversight.
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:
49.04%
Gain +1.46%
Monthly
1.02%
Yearly
12.98%
Drawdown
11.39%
$246.96M
Equity
Holdings
$246.96M
Investment
$183.34M
$72.82M
Profit +$2.66M
Realized
$9.21M
Unrealized
$63.62M
Dividends
$16.64M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.46%
Profit
$2.66M
Win %
77%
This Week
Compared To Last Week
Gain
1.1%
Profit
$2.7M
Win %
77%
This Month
Compared to last month
Gain
2.64%
Profit
$6.36M
Win %
77%
This Year
Compared to last year
Gain
1.81%
Profit
$4.42M
Win %
78%
GOOGL Alphabet Inc
+6.73%
+$26,492.13 
MSFT Microsoft Corp.
+3.02%
+$33,014.86 
NVDA NVIDIA Corporation
+2.93%
+$19,322.66 
PWR Quanta Services Inc.
+1.43%
+$4,389.84 
PRXG Praxis Impact Large Cap Growth ETF
+1.32%
+$4,301.39 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$76,971.9 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$25,202.8 
CP Canadian Pacific Kansas City Limited
+0.83%
+$4,431.1 
XVV iShares ESG Screened S&P 500
+0.78%
+$7,072.53 
TSLA Tesla, Inc.
+0.76%
+$1,191.79 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,670.01 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,993.78 
CAT Caterpillar Inc.
+0.7%
+$1,236.06 
IVV iShares Core S&P 500 ETF
+0.69%
+$109,342.72 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,391.02 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,386.97 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$1,840.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$5,425.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$17,702.5 
AVGO Broadcom Inc.
+0.37%
+$1,088.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,043.46 
JPM JPMorgan Chase & Co.
+0.27%
+$890.18 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$967.8 
OGE Oge Energy Corp.
+0.19%
+$385.65 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.16%
+$1,395.68 
TPSC Timothy Plan US Small Cap Core ETF
+0.11%
+$1,470.7 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.1%
+$19,486.44 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.09%
+$1,307.9 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.05%
+$127.34 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$1,045.02 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.02%
+$305.51 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$309.14 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$102,959.48 
EPR EPR Properties
-3.03%
-$26,190.03 
XBI SPDR S&P Biotech ETF
-2.94%
-$7,551.68 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$150,544.24 
LRCX Lam Research Corporation
-1.58%
-$2,585.01 
IAU iShares Gold Trust
-1.46%
-$5,610.45 
GRMN Garmin Ltd.
-1.27%
-$3,573.95 
NEE NextEra Energy, Inc.
-1.15%
-$5,601.46 
TPIF Timothy Plan International ETF
-0.89%
-$18,839.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$64,701.06 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,115.2 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$59,198.07 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$64,463.79 
VGT Vanguard Information Technology ETF
-0.38%
-$27,312.74 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.34%
-$2,807.84 
EVRG Evergy Inc.
-0.29%
-$1,015.67 
CBSH Commerce Bancshares, Inc.
-0.29%
-$666.23 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$5,985.71 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$87,134.19 
A Agilent Technologies Inc.
-0.24%
-$873.83 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$9,024 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.2%
-$514.61 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$1,785.42 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$1,032.64 
LNT Alliant Energy Corporation
-0.15%
-$714.01 
IXUS iShares Core International Stock ETF
-0.15%
-$915.6 
IDV iShares International Select Dividend ETF
-0.14%
-$3,268.14 
DOL WisdomTree International LargeCap Dividend Fund
-0.13%
-$275.3 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$277.35 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$8,080.88 
TIP iShares TIPS Bond ETF
-0.1%
-$6,683.93 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$9,642.18 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$4,582.71 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$4,374.52 
VO Vanguard Mid-Cap ETF
-0.05%
-$139.96 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$588.65 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$91.22 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,138.47 Events
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Dividends
Dividend Analysis
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| Trades 832 | Longs Won 685/832 82% | Profit Factor 76.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $490,220.24 |
| Average Win $107,725.64 | Best Trade (Aug 17) $7.64M | Sharpe Ratio -10.24 |
| Average Loss -$6,598.48 | Worst Trade (Mar 30) -$113,997.08 | Z-Score 18.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 1d | Expectancy $87,526.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 2,570 | $343,015.57 | $355,610.9 | - | $12,595.33 | 3.67% | -0.245% |
| AAPL Apple Inc. | 4,199 | $767,935.15 | $1.3M | - | $529,177.94 | 68.91% | -7.354% |
| AVGO Broadcom Inc. | 756 | $285,630 | $294,295.68 | - | $8,665.68 | 3.03% | +0.371% |
| BND Vanguard Total Bond Market Index Fund | 458,601 | $33.46M | $33.12M | - | -$335,080.73 | -1% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 561 | $289,978.23 | $286,973.94 | - | -$3,004.29 | -1.04% | +0.365% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 432,397 | $8.28M | $8.44M | - | $163,660.11 | 1.98% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 445,738 | $8.65M | $8.74M | - | $92,304.83 | 1.07% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 437,452 | $8.91M | $8.89M | - | -$22,900.08 | -0.26% | -0.049% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 458,271 | $8.57M | $8.48M | - | -$91,257.27 | -1.07% | -0.054% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 58,865 | $1.34M | $1.35M | - | $11,307.46 | 0.85% | -0.044% |
| BSJR Invesco Bulletshares 2027 High Yield Fund | 61,829 | $1.38M | $1.38M | - | -$66.62 | - | +0.022% |
| BSJS Invesco BulletShares 2028 High Yield Fund | 65,395 | $1.42M | $1.42M | - | $591.56 | 0.04% | +0.092% |
| BSJT Invesco BulletShares 2029 High Yield Fund | 61,115 | $1.29M | $1.29M | - | -$5,515.15 | -0.43% | +0.024% |
| CAT Caterpillar Inc. | 218 | $232,583 | $177,628.58 | - | -$54,954.42 | -23.63% | +0.701% |
| CBSH Commerce Bancshares, Inc. | 3,919 | $226,323 | $232,279.13 | - | $5,956.13 | 2.63% | -0.286% |
| CP Canadian Pacific Kansas City Limited | 6,070 | $490,270.22 | $539,562.3 | - | $49,292.08 | 10.05% | +0.828% |
| DGRO iShares Core Dividend Growth ETF | 27,208 | $1.36M | $2.12M | - | $761,294.75 | 55.93% | -0.281% |
| DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 37,097 | $1.75M | $2.26M | - | $508,519.57 | 29.05% | 0.0 |
| DLS WisdomTree International SmallCap Dividend Fund | 7,376 | $428,137.29 | $635,589.92 | - | $207,452.63 | 48.45% | -0.162% |
| DOL WisdomTree International LargeCap Dividend Fund | 2,753 | $204,763 | $207,631.26 | - | $2,868.26 | 1.4% | -0.132% |
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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 J. Syverson?
The largest contributions to the portfolio's profits come from the following stocks: abrdn Physical Precious Metals Basket Shares ETF - $3.14M, Vanguard Total Bond Market Index Fund - $2.72M, Invesco BulletShares 2026 Corporate Bond ETF - $986,172.42, Invesco BulletShares 2025 Corporate Bond ETF - $956,502.07, and Schwab Fundamental International Large Company Index ETF - $926,209.78. 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: Tesla, Inc - $115,009.82, Thermo Fisher Scientific Inc - $63,445.08, T-Mobile US, Inc - $25,637.8, Inspire International ETF - $14,296.91, and Commerce Bancshares, Inc - $5,792.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew J. Syverson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.64M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $2.72M, Invesco BulletShares 2026 Corporate Bond ETF - $986,172.42, Invesco BulletShares 2025 Corporate Bond ETF - $777,900.23, Invesco BulletShares 2027 Corporate Bond ETF - $765,958.75, and Schwab Fundamental International Large Company Index ETF - $763,465.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew J. Syverson's monthly returns?
Matthew J. Syverson'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 J. Syverson's strategy be considered aggressive or moderate?
Matthew J. Syverson'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 J. Syverson's strategy?
Matthew J. Syverson'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.
