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:
47.58%
Gain -0.04%
Monthly
0.9%
Yearly
11.39%
Drawdown
11.41%
$247.14M
Equity
Holdings
$247.14M
Investment
$191.24M
$66.02M
Profit -$60,534.65
Realized
$10.12M
Unrealized
$55.9M
Dividends
$17.34M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$60,534.65
Win %
73%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$867,824.83
Win %
73%
This Month
Compared to last month
Gain
0.42%
Profit
$1.03M
Win %
73%
This Year
Compared to last year
Gain
0.27%
Profit
$719,858.71
Win %
74%
JPM JPMorgan Chase & Co.
+1.9%
+$6,044.94 
EVRG Evergy Inc.
+1.65%
+$5,692.04 
DLS WisdomTree International SmallCap Dividend Fund
+1.43%
+$8,430.74 
LNT Alliant Energy Corporation
+1.37%
+$5,971.73 
CBC Central Bancompany, Inc.
+1.35%
+$8,448.75 
GRMN Garmin Ltd.
+1.16%
+$4,273.21 
NEE NextEra Energy, Inc.
+1.11%
+$4,832.08 
IDV iShares International Select Dividend ETF
+1.05%
+$22,917.06 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.94%
+$109,618.08 
AAPL Apple Inc.
+0.93%
+$13,269.62 
FNDF Schwab Fundamental International Large Company Index ETF
+0.85%
+$85,273.37 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$2,364.61 
EPR EPR Properties
+0.72%
+$5,080 
DGRO iShares Core Dividend Growth ETF
+0.54%
+$11,415.5 
TPIF Timothy Plan International ETF
+0.54%
+$12,387.8 
EFA iShares MSCI EAFE ETF
+0.54%
+$2,623.04 
DOL WisdomTree International LargeCap Dividend Fund
+0.47%
+$963.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$47,882.01 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.26%
+$2,305.2 
CBSH Commerce Bancshares, Inc.
+0.24%
+$529.46 
NVDA NVIDIA Corporation
+0.23%
+$1,663.62 
SCHP Schwab U.S. TIPS ETF
+0.22%
+$515.96 
TIP iShares TIPS Bond ETF
+0.21%
+$14,601.83 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.19%
+$39,704.88 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$40,810.32 
IXUS iShares Core International Stock ETF
+0.12%
+$752.1 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$9,891.68 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.09%
+$251.79 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.09%
+$245.12 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$6,988.38 
JBND JPMorgan Active Bond ETF
+0.07%
+$1,444.94 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.04%
+$123.7 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$2,203.61 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$2,328.83 
XBI SPDR S&P Biotech ETF
-2.85%
-$6,339.82 
AVGO Broadcom Inc.
-2.55%
-$6,645.23 
VGT Vanguard Information Technology ETF
-1.7%
-$127,857.6 
PWR Quanta Services Inc.
-1.56%
-$4,703.41 
MSFT Microsoft Corp.
-1.53%
-$18,890.62 
GOOGL Alphabet Inc
-1.38%
-$5,694.57 
PRXG Praxis Impact Large Cap Growth ETF
-1.1%
-$5,191.63 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.04%
-$81,756.33 
A Agilent Technologies Inc.
-1.02%
-$4,600.3 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.92%
-$36,472 
NUEM Nuveen ESG Emerging Markets Equity Fund
-0.86%
-$2,352.4 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$21,578.13 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.81%
-$2,553.91 
FPI Farmland Partners Inc.
-0.76%
-$900 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.74%
-$7,708.74 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.69%
-$15,664.04 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.56%
-$1,417.62 
SUSA iShares MSCI USA ESG Select ETF
-0.47%
-$2,399.82 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$15,481.99 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.44%
-$4,035.93 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$963.72 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.39%
-$832.82 
CP Canadian Pacific Kansas City Limited
-0.37%
-$1,972.75 
IVV iShares Core S&P 500 ETF
-0.37%
-$64,011.71 
SPY SPDR S&P 500 ETF Trust
-0.37%
-$1,424.99 
IJH iShares Core S&P Mid-Cap ETF
-0.36%
-$27,539.86 
VOO Vanguard S&P 500 ETF
-0.35%
-$1,630.95 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.28%
-$32,881.6 
IJR iShares Core S&P Small-Cap ETF
-0.26%
-$19,220.04 
VO Vanguard Mid-Cap ETF
-0.2%
-$577.83 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.12%
-$1,710.11 
XVV iShares ESG Screened S&P 500
-0.11%
-$1,141.5 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.09%
-$1,297.88 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.09%
-$838.39 
SPHY SPDR Portfolio High Yield Bond ETF
-0.09%
-$2,151.72 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.08%
-$6,394.8 
TPSC Timothy Plan US Small Cap Core ETF
-0.08%
-$1,047.52 
IAU iShares Gold Trust
-0.08%
-$297.9 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.07%
-$908.92 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.05%
-$713.21 
MUB iShares National Muni Bond ETF
-0.04%
-$256.16 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.02%
-$62.78 Events
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Dividends
Dividend Analysis
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| Trades 890 | Longs Won 712/890 80% | Profit Factor 32.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $438,645.33 |
| Average Win $95,681.22 | Best Trade (Oct 16) $7.5M | Sharpe Ratio -11.92 |
| Average Loss -$11,848.38 | Worst Trade (Oct 15) -$550,649.65 | Z-Score 10.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4d | Expectancy $74,175.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 2,570 | $343,015.57 | $446,563.2 | - | $103,547.63 | 30.19% | -1.02% |
| AAPL Apple Inc. | 4,186 | $766,245.82 | $1.44M | - | $678,635.8 | 88.57% | +0.927% |
| AVGO Broadcom Inc. | 756 | $285,630 | $253,668.24 | - | -$31,961.76 | -11.19% | -2.553% |
| BND Vanguard Total Bond Market Index Fund | 453,448 | $33.09M | $32.15M | - | -$940,177.54 | -2.84% | +0.127% |
| BRK-B Berkshire Hathaway Inc. | 561 | $289,978.23 | $297,271.09 | - | $7,292.86 | 2.51% | +0.802% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 440,723 | $8.44M | $8.62M | - | $176,923.41 | 2.1% | +0.026% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 465,892 | $9.04M | $9.13M | - | $93,514.47 | 1.03% | +0.077% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 456,634 | $9.3M | $9.23M | - | -$64,777.53 | -0.7% | +0.025% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 494,584 | $9.23M | $9.06M | - | -$164,624.52 | -1.78% | +0.109% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 60,595 | $1.38M | $1.38M | - | $8,069.82 | 0.59% | -0.066% |
| BSJR Invesco Bulletshares 2027 High Yield Fund | 64,894 | $1.45M | $1.44M | - | -$6,515.48 | -0.45% | -0.09% |
| BSJS Invesco BulletShares 2028 High Yield Fund | 68,679 | $1.49M | $1.48M | - | -$11,418.96 | -0.77% | -0.115% |
| BSJT Invesco BulletShares 2029 High Yield Fund | 66,655 | $1.41M | $1.39M | - | -$23,203.97 | -1.65% | -0.051% |
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | 12,256 | $285,104 | $286,177.6 | - | $1,073.6 | 0.38% | +0.086% |
| BSMS Invesco BulletShares 2028 Municipal Bond ETF | 12,370 | $282,053 | $285,561.45 | - | $3,508.45 | 1.24% | +0.043% |
| BSMT Invesco BulletShares 2029 Municipal Bond ETF | 12,556 | $279,537 | $282,698.34 | - | $3,161.34 | 1.13% | -0.022% |
| BSMU Invesco BulletShares 2030 Municipal Bond ETF | 13,252 | $276,895 | $281,392.97 | - | $4,497.97 | 1.62% | +0.09% |
| CBC Central Bancompany, Inc. | 18,775 | $586,719 | $632,717.5 | - | $45,998.5 | 7.84% | +1.353% |
| CBSH Commerce Bancshares, Inc. | 3,919 | $226,323 | $218,269.1 | - | -$8,053.9 | -3.56% | +0.243% |
| CP Canadian Pacific Kansas City Limited | 6,070 | $490,270.22 | $525,570.95 | - | $35,300.73 | 7.2% | -0.374% |
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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 - $3.75M, Vanguard Total Bond Market Index Fund - $2.82M, Vanguard Information Technology ETF - $1.1M, Invesco BulletShares 2026 Corporate Bond ETF - $1.01M, and Invesco BulletShares 2025 Corporate Bond ETF - $956,502.07. 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 - $127,186.83, Thermo Fisher Scientific Inc - $63,445.08, Lam Research Corporation - $57,400.99, Caterpillar Inc - $55,475.44, and T-Mobile US, Inc - $25,637.8. 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 $17.34M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $2.83M, Invesco BulletShares 2026 Corporate Bond ETF - $1.01M, Invesco BulletShares 2027 Corporate Bond ETF - $797,204.98, Invesco BulletShares 2025 Corporate Bond ETF - $777,900.23, 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.
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