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:
26.54%
Gain 0%
Monthly
1.01%
Yearly
12.79%
Drawdown
15.75%
$170.68M
Equity
Holdings
$170.68M
Investment
$140.54M
$31.15M
Profit +$3,423.58
Realized
$1.01M
Unrealized
$30.14M
Dividends
$5.33M
Goals
Avg. 82.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.002%
Profit
$3,423.58
Win %
72%
This Week
Compared To Last Week
Gain
0.002%
Profit
$3,423.58
Win %
72%
This Month
Compared to last month
Gain
-0.91%
Profit
-$1.56M
Win %
72%
This Year
Compared to last year
Gain
3.23%
Profit
$5.34M
Win %
71%
AMD Advanced Micro Devices, Inc.
+6.54%
+$106,198.97 
ETN Eaton Corporation plc
+4.17%
+$10,403.97 
GEV GE Vernova Inc.
+3.13%
+$13,762.49 
ASML ASML Holding N.V. New York Registry Shares
+3.04%
+$21,658.85 
QCOM QUALCOMM Incorporated
+3%
+$32,313.1 
AVGO Broadcom Inc.
+2.7%
+$30,387.88 
ANET Arista Networks, Inc.
+2.52%
+$13,018.52 
LMT Lockheed Martin Corporation
+2.52%
+$15,511.38 
ORCL Oracle Corporation
+2.2%
+$18,235.25 
PM Philip Morris International Inc.
+1.78%
+$16,899.96 
PANW Palo Alto Networks, Inc.
+1.66%
+$37,068.07 
UNH UnitedHealth Group Incorporated
+1.46%
+$29,957.41 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$14,784.61 
PLD Prologis Inc.
+0.88%
+$11,449.91 
PPL PPL Corporation
+0.58%
+$6,254.96 
AMT American Tower Corporation
+0.55%
+$4,510.03 
IXN iShares Global Tech ETF
+0.43%
+$11,489.22 
AXP American Express Company
+0.41%
+$1,688.28 
PEP PepsiCo, Inc.
+0.38%
+$2,013.96 
USRT iShares Core U.S. REIT ETF
+0.33%
+$4,756.66 
APH Amphenol Corporation
+0.19%
+$1,661.44 
PSA Public Storage Common Stock
+0.19%
+$1,146.27 
GOOGL Alphabet Inc
+0.18%
+$6,373.38 
GOOG Alphabet Inc
+0.18%
+$985.3 
MS Morgan Stanley
+0.17%
+$498.37 
META Meta Platforms Inc Class A
+0.17%
+$666.4 
QQQ Invesco QQQ Trust, Series 1
+0.16%
+$402.41 
XOM Exxon Mobil Corporation
+0.13%
+$520.17 
GE General Electric Company
+0.13%
+$865.48 
CMF iShares California Muni Bond ETF
+0.11%
+$222.36 
BAC Bank of America Corporation
+0.09%
+$234.69 
MCD McDonald's Corporation
+0.04%
+$76.41 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$169.93 
CALI China Auto Logistics Inc.
+0.01%
+$42.96 
HSY The Hershey Company
0%
+$14.77 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AMGN Amgen Inc.
-8.99%
-$36,567.61 
CRM Salesforce Inc
-4.22%
-$48,430.87 
ABBV AbbVie Inc.
-2.24%
-$29,583.7 
ABT Abbott Laboratories
-2.21%
-$18,491.43 
JNJ Johnson & Johnson
-2.06%
-$65,956.28 
XLV Health Care Select Sector SPDR Fund
-2.02%
-$20,116.44 
NFLX Netflix, Inc.
-1.97%
-$12,976.04 
FDX FedEx Corporation
-1.96%
-$11,469.96 
HD The Home Depot, Inc.
-1.89%
-$35,829.37 
NVDA NVIDIA Corporation
-1.89%
-$102,830.6 
LLY Eli Lilly and Company
-1.81%
-$30,186.06 
V Visa Inc. Class A
-1.72%
-$28,618.68 
BLK BlackRock, Inc.
-1.7%
-$41,812.77 
MDT Medtronic plc
-1.66%
-$6,753.24 
MSFT Microsoft Corp.
-1.43%
-$92,246.85 
UPS United Parcel Service, Inc.
-1.38%
-$11,542.26 
MMM 3M Company
-1.32%
-$4,075.92 
AAPL Apple Inc.
-1.2%
-$188,302.33 
MO Altria Group, Inc.
-1.18%
-$2,902.22 
BX Blackstone Inc.
-1.16%
-$6,563.07 
WMT Walmart Inc.
-1.15%
-$27,495.42 
IBM International Business Machines Corporation
-1.1%
-$9,368.03 
JPM JPMorgan Chase & Co.
-0.92%
-$34,008.83 
MRK Merck & Co., Inc.
-0.91%
-$8,038.48 
PG Procter & Gamble Co
-0.85%
-$7,476.25 
CRWD CrowdStrike Holdings, Inc.
-0.81%
-$8,670.81 
GD General Dynamics Corporation
-0.76%
-$1,665.29 
SCHW Charles Schwab Corporation
-0.76%
-$6,333.52 
QUAL iShares MSCI USA Quality Factor ETF
-0.74%
-$53,085.16 
COST Costco Wholesale Corporation
-0.73%
-$11,430.46 
DIS The Walt Disney Company
-0.69%
-$3,284.27 
SDY SPDR S&P Dividend ETF
-0.68%
-$28,362.62 
HDV iShares Core High Dividend ETF
-0.66%
-$3,529.7 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$2,816.66 
AMZN Amazon.com Inc
-0.63%
-$20,217.72 
TGT Target Corporation
-0.55%
-$1,762.67 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.52%
-$15,004.78 
VTV Vanguard Value ETF
-0.51%
-$2,476.6 
TXN Texas Instruments Inc
-0.51%
-$949.75 
EFV iShares MSCI EAFE Value ETF
-0.48%
-$62,220.8 
IWR iShares Russell Mid-Cap ETF
-0.45%
-$1,055.45 
IJR iShares Core S&P Small-Cap ETF
-0.45%
-$1,498.25 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.43%
-$23,160.83 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.43%
-$18,814.12 
JEPI JPMorgan Equity Premium Income Fund
-0.41%
-$2,503.69 
IQLT iShares MSCI International Quality Factor ETF
-0.38%
-$18,620.74 
IVV iShares Core S&P 500 ETF
-0.35%
-$1,566.18 
VOO Vanguard S&P 500 ETF
-0.35%
-$1,158.16 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$2,594.35 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$1,898.51 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.27%
-$10,093.71 
IUSG iShares Core S&P U.S. Growth ETF
-0.26%
-$1,553.5 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.26%
-$886.33 
CSCO Cisco Systems, Inc.
-0.24%
-$2,914.6 
ACWI iShares MSCI ACWI ETF
-0.22%
-$1,826.28 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.22%
-$6,956.37 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$562.8 
BRK-B Berkshire Hathaway Inc.
-0.19%
-$1,121.16 
FIXT TCW Core Plus Bond ETF
-0.14%
-$1,250 
EFG iShares MSCI EAFE Growth ETF
-0.13%
-$4,382.88 
VWO Vanguard FTSE Emerging Markets ETF
-0.11%
-$254.87 
SRLN SPDR Blackstone Senior Loan ETF
-0.07%
-$908.43 
FNDF Schwab Fundamental International Large Company Index ETF
-0.07%
-$177.92 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.05%
-$416.56 
IWM iShares Russell 2000 ETF
-0.04%
-$103.23 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.04%
-$407.05 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.03%
-$1,467.24 
SPEM SPDR Portfolio Emerging Markets ETF
-0.03%
-$1,268.3 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.02%
-$114.35 
NEAR iShares Short Maturity Bond ETF
-0.01%
-$28.28 Events
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Dividends
Dividend Analysis
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| Trades 624 | Longs Won 422/624 67% | Profit Factor 8.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $250,309.3 |
| Average Win $83,953.61 | Best Trade (Sep 15) $3.7M | Sharpe Ratio -11.57 |
| Average Loss -$21,204.04 | Worst Trade (Sep 14) -$690,679.26 | Z-Score 10.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 5d | Expectancy $49,912.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 49,101 | $11.45M | $15.52M | - | $4.07M | 35.54% | -1.199% |
| ABBV AbbVie Inc. | 5,145 | $1.04M | $1.29M | - | $252,357.91 | 24.32% | -2.242% |
| ABT Abbott Laboratories | 7,737 | $910,890.18 | $819,657.78 | - | -$91,232.4 | -10.02% | -2.206% |
| ACWI iShares MSCI ACWI ETF | 5,073 | $636,691.85 | $819,441.69 | - | $182,749.84 | 28.7% | -0.222% |
| AMD Advanced Micro Devices, Inc. | 3,400 | $620,561.75 | $1.73M | - | $1.11M | 178.77% | +6.54% |
| AMGN Amgen Inc. | 930 | $296,831.45 | $370,056.3 | - | $73,224.85 | 24.67% | -8.993% |
| AMT American Tower Corporation | 4,698 | $1.04M | $830,653.38 | - | -$204,598.53 | -19.76% | +0.546% |
| AMZN Amazon.com Inc | 12,480 | $2.38M | $3.21M | - | $823,917.97 | 34.59% | -0.627% |
| ANET Arista Networks, Inc. | 2,665 | $377,500.79 | $529,442.22 | - | $151,941.43 | 40.25% | +2.521% |
| APH Amphenol Corporation | 10,384 | $457,726.72 | $861,248.96 | - | $403,522.24 | 88.16% | +0.193% |
| ASML ASML Holding N.V. New York Registry Shares | 415 | $598,826.76 | $733,334.05 | - | $134,507.29 | 22.46% | +3.043% |
| AVGO Broadcom Inc. | 3,149 | $857,318.83 | $1.16M | - | $300,096.12 | 35% | +2.696% |
| AXP American Express Company | 1,279 | $356,360.05 | $418,846.92 | - | $62,486.87 | 17.53% | +0.405% |
| BAC Bank of America Corporation | 4,267 | $243,134 | $267,690.24 | - | $24,556.24 | 10.1% | +0.088% |
| BLK BlackRock, Inc. | 2,188 | $2.24M | $2.41M | - | $173,478.1 | 7.74% | -1.703% |
| BRK-B Berkshire Hathaway Inc. | 1,174 | $523,012.26 | $592,958.06 | - | $69,945.8 | 13.37% | -0.189% |
| BX Blackstone Inc. | 4,152 | $631,472.91 | $558,731.73 | - | -$72,741.18 | -11.52% | -1.161% |
| CALI China Auto Logistics Inc. | 8,592 | $434,197 | $431,962.8 | - | -$2,234.2 | -0.51% | +0.01% |
| CMF iShares California Muni Bond ETF | 3,706 | $213,606 | $206,646.56 | - | -$6,959.44 | -3.26% | +0.108% |
| COST Costco Wholesale Corporation | 1,715 | $1.53M | $1.56M | - | $28,049.09 | 1.83% | -0.728% |
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FAQ
Which stocks have generated the highest profits for Cliff Shum?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI EAFE Value ETF - $716,838.8, iShares 10+ Year Investment Grade Corporate Bond ETF - $499,181.34, Chevron Corporation - $266,010.46, Johnson & Johnson - $248,780.98, and BlackRock, Inc - $243,519.32. 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: Target Corporation - $70,022.11, Alphabet Inc - $36,667.38, Carrier Global Corporation - $33,093.81, Intel Corporation - $29,850.4, and Comcast Corp - $18,378.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cliff Shum's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.33M earned over time. The largest contributors to dividend income include iShares MSCI EAFE Value ETF - $716,838.8, iShares 10+ Year Investment Grade Corporate Bond ETF - $510,801.84, SPDR Blackstone Senior Loan ETF - $195,703.58, SPDR Portfolio Emerging Markets ETF - $182,181.46, and SPDR S&P Dividend ETF - $169,135.17. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cliff Shum's monthly returns?
Cliff Shum's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Cliff Shum's strategy be considered aggressive or moderate?
Cliff Shum'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 Cliff Shum's strategy?
Cliff Shum'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.
