Cliff Shum Portfolio
Invests via Shum Financial Group Inc. | Managed by Cliff Shum
Invests via Shum Financial Group Inc.
Managed by Cliff Shum
Automatically Tracked
Seasoned early-stage investor and operator with experience building fintech and consumer internet ventures. Cliff Shum brings operational and investing experience across seed to Series A, advising portfolio companies on product-market fit, go-to-market and capital strategy. Focus areas include fintech, marketplaces and developer platforms with an emphasis on Asia-Pacific expansion. Market-oriented profile useful for LPs and corporate partners.
Seasoned early-stage investor and operator with experience building fintech and consumer internet ventures. Cliff Shum brings operational and investing experience across seed to Series A, advising portfolio companies on product-market fit, go-to-market and capital strategy. Focus areas include fintech, marketplaces and developer platforms with an emphasis on Asia-Pacific expansion. Market-oriented profile useful for LPs and corporate partners.
Investment Philosophy & Strategy
Combines operator-driven, stage-aware investing with a focus on seed to Series A fintech, marketplaces and developer-platform startups. Prioritizes product-market fit and scalable GTM; invests capital and hands-on operational support to accelerate APAC expansion. Favors thesis-driven bets with clear unit economics, founder alignment and defensible technical moats. Maintains a concentrated, active portfolio and pragmatic exit horizons tied to category adoption and cross-border growth milestones.
Combines operator-driven, stage-aware investing with a focus on seed to Series A fintech, marketplaces and developer-platform startups. Prioritizes product-market fit and scalable GTM; invests capital and hands-on operational support to accelerate APAC expansion. Favors thesis-driven bets with clear unit economics, founder alignment and defensible technical moats. Maintains a concentrated, active portfolio and pragmatic exit horizons tied to category adoption and cross-border growth milestones.
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:
0.58%
Gain
Monthly
0.03%
Yearly
0.32%
Drawdown
19.79%
$159.26M
Equity
Holdings
$159.26M
Investment
$131.82M
$28.13M
Profit -$768,340.35
Realized
$697,636.77
Unrealized
$27.44M
Dividends
$5.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$768,340.35
Win %
75%
This Week
Compared To Last Week
Gain
0.1%
Profit
$155,006.93
Win %
75%
This Month
Compared to last month
Gain
1.64%
Profit
$2.56M
Win %
75%
This Year
Compared to last year
Gain
12.72%
Profit
$17.98M
Win %
74%
MO Altria Group, Inc.
+2.86%
+$7,475.93 
TGT Target Corporation
+2.63%
+$11,106.59 
WMT Walmart Inc.
+2.56%
+$65,464.98 
UNH UnitedHealth Group Incorporated
+2.55%
+$55,644.03 
MRK Merck & Co., Inc.
+2.49%
+$18,900.72 
PM Philip Morris International Inc.
+2.38%
+$23,249.05 
ABT Abbott Laboratories
+2.37%
+$18,794.88 
XOM Exxon Mobil Corporation
+2.23%
+$17,613.78 
CVX Chevron Corporation
+2.15%
+$12,260.19 
ABBV AbbVie Inc.
+2.1%
+$28,055.4 
JNJ Johnson & Johnson
+2.1%
+$60,930.17 
GE General Electric Company
+2.08%
+$14,106.78 
COST Costco Wholesale Corporation
+1.75%
+$27,489.61 
HDV iShares Core High Dividend ETF
+1.69%
+$8,611.2 
PG Procter & Gamble Co
+1.66%
+$16,395.32 
PEP PepsiCo, Inc.
+1.57%
+$9,579.06 
AMGN Amgen Inc.
+1.54%
+$5,474.04 
HSY The Hershey Company
+1.44%
+$7,441.56 
AMT American Tower Corporation
+1.43%
+$10,773.36 
LMT Lockheed Martin Corporation
+1.41%
+$8,579.4 
PLD Prologis Inc.
+1.3%
+$18,500.84 
HD The Home Depot, Inc.
+1.28%
+$27,456.5 
XLU Utilities Select Sector SPDR Fund
+1.26%
+$18,215.42 
PANW Palo Alto Networks, Inc.
+1.22%
+$28,067.04 
GD General Dynamics Corporation
+1.19%
+$2,638.39 
PPL PPL Corporation
+1.18%
+$13,333.44 
HON Honeywell International Inc.
+1.1%
+$1,967.1 
SDY SPDR S&P Dividend ETF
+1.05%
+$42,964.72 
XLV Health Care Select Sector SPDR Fund
+1%
+$9,315.32 
CRWD CrowdStrike Holdings, Inc.
+0.95%
+$8,962.92 
PSA Public Storage Common Stock
+0.94%
+$6,025.77 
USRT iShares Core U.S. REIT ETF
+0.87%
+$13,284.6 
MCD McDonald's Corporation
+0.68%
+$1,974.15 
CRM Salesforce Inc
+0.66%
+$4,859.86 
MDT Medtronic plc
+0.66%
+$2,472.25 
UPS United Parcel Service, Inc.
+0.66%
+$6,367.13 
CSCO Cisco Systems, Inc.
+0.58%
+$7,218.56 
MMM 3M Company
+0.52%
+$1,542.24 
LLY Eli Lilly and Company
+0.33%
+$5,691.38 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.32%
+$12,755.4 
BLK BlackRock, Inc.
+0.31%
+$7,368.51 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.31%
+$14,950.35 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.24%
+$1,272.3 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$1,360.52 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.23%
+$1,943.24 
AAPL Apple Inc.
+0.19%
+$30,131.51 
BX Blackstone Inc.
+0.17%
+$916.96 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
+0.11%
+$1,114.79 
NEAR iShares Short Maturity Bond ETF
+0.09%
+$248.48 
MEAR iShares Short Maturity Bond ETF
+0.04%
+$82.22 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$294.74 
FIXT TCW Core Plus Bond ETF
0%
$0 
NFLX Netflix, Inc.
-10.45%
-$68,243.91 
AMD Advanced Micro Devices, Inc.
-7.73%
-$127,266.78 
ANET Arista Networks, Inc.
-6.51%
-$27,625.68 
GEV GE Vernova Inc.
-4.74%
-$22,873.61 
NVDA NVIDIA Corporation
-4.32%
-$192,108.07 
AVGO Broadcom Inc.
-4.27%
-$45,729.73 
ASML ASML Holding N.V. New York Registry Shares
-4.08%
-$19,162.18 
META Meta Platforms Inc Class A
-3.91%
-$14,144.01 
GOOGL Alphabet Inc
-3.67%
-$124,458.18 
IXN iShares Global Tech ETF
-3.62%
-$91,819.98 
GOOG Alphabet Inc
-3.55%
-$19,091.2 
MS Morgan Stanley
-2.77%
-$8,096.16 
SPYG SPDR Portfolio S&P 500 Growth ETF
-2.63%
-$90,988.1 
SPEM SPDR Portfolio Emerging Markets ETF
-2.61%
-$105,410.48 
QCOM QUALCOMM Incorporated
-2.47%
-$26,986.1 
IBM International Business Machines Corporation
-2.42%
-$19,102.23 
EFG iShares MSCI EAFE Growth ETF
-1.55%
-$44,820 
ORCL Oracle Corporation
-1.54%
-$10,478.26 
ACWI iShares MSCI ACWI ETF
-1.52%
-$10,906.74 
MSFT Microsoft Corp.
-1.49%
-$73,818.93 
AMZN Amazon.com Inc
-1.41%
-$43,137.9 
IVV iShares Core S&P 500 ETF
-1.29%
-$5,633.67 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$7,406.43 
QUAL iShares MSCI USA Quality Factor ETF
-1.2%
-$81,113.85 
AXP American Express Company
-1.14%
-$5,532.06 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.11%
-$3,617.22 
V Visa Inc. Class A
-1.02%
-$16,524.33 
SCHW Charles Schwab Corporation
-1.01%
-$6,560.32 
JPM JPMorgan Chase & Co.
-0.69%
-$24,689.8 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.68%
-$21,407.85 
IQLT iShares MSCI International Quality Factor ETF
-0.67%
-$28,438.41 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$1,670.26 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$1,351.28 
EFV iShares MSCI EAFE Value ETF
-0.51%
-$60,064.8 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.51%
-$27,917.14 
DIS The Walt Disney Company
-0.39%
-$2,293.45 
FDX FedEx Corporation
-0.3%
-$1,957.95 
JEPI JPMorgan Equity Premium Income Fund
-0.17%
-$935.33 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$429.49 
SRLN SPDR Blackstone Senior Loan ETF
-0.06%
-$758.8 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.04%
-$1,170.52 Events
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Dividends
Dividend Analysis
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| Trades 522 | Longs Won 361/522 69% | Profit Factor 8.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $255,993.76 |
| Average Win $88,685.26 | Best Trade (Jul 17) $3.72M | Sharpe Ratio -11.66 |
| Average Loss -$24,115.77 | Worst Trade (Jul 17) -$527,913.5 | Z-Score 8.71 (100%) |
| Commissions $0 | Avg. Trade Length 12m 3d | Expectancy $53,894.14 |
| 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 | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
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Returns
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