Matthew Wright Portfolio
Invests via Disciplina Capital Management LLC | Managed by Matthew Wright
Invests via Disciplina Capital Management LLC
Managed by Matthew Wright
Automatically Tracked
Matthew Wright Profile
Sector-focused investor and operating executive with expertise in growth-stage tech, fintech, and SaaS investing, active in strategic capital allocation and board-level governance. Matthew Wright leverages prior founder/operator roles and M&A experience to source, diligence and scale portfolio companies, emphasizing unit economics and go-to-market efficiency. Known to work with venture and private equity sponsors on minority growth investments and operational turnarounds.
Sector-focused investor and operating executive with expertise in growth-stage tech, fintech, and SaaS investing, active in strategic capital allocation and board-level governance. Matthew Wright leverages prior founder/operator roles and M&A experience to source, diligence and scale portfolio companies, emphasizing unit economics and go-to-market efficiency. Known to work with venture and private equity sponsors on minority growth investments and operational turnarounds.
Investment Philosophy & Strategy
Sector-focused investor emphasizing growth-stage technology, fintech and SaaS opportunities, prioritizing companies with durable unit economics and scalable go-to-market models. Capital allocation favors minority growth stakes and structured commitments that preserve board influence to drive operational improvements and M&A optionality. Investment horizon is medium-to-long, balancing acceleration of customer acquisition with disciplined margin expansion. Risk management centers on quantifiable unit economics, repeatable sales motion, and hands-on operator governance to execute turnarounds and value-creating exits.
Sector-focused investor emphasizing growth-stage technology, fintech and SaaS opportunities, prioritizing companies with durable unit economics and scalable go-to-market models. Capital allocation favors minority growth stakes and structured commitments that preserve board influence to drive operational improvements and M&A optionality. Investment horizon is medium-to-long, balancing acceleration of customer acquisition with disciplined margin expansion. Risk management centers on quantifiable unit economics, repeatable sales motion, and hands-on operator governance to execute turnarounds and value-creating exits.
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:
40.03%
Gain -0.56%
Monthly
0.53%
Yearly
6.54%
Drawdown
27.16%
$970.35M
Equity
Holdings
$970.35M
Investment
$864.58M
$231.79M
Profit -$3.94M
Realized
$126.02M
Unrealized
$105.77M
Dividends
$98.24M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.56%
Profit
-$3.94M
Win %
72%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$3.14M
Win %
72%
This Month
Compared to last month
Gain
-0.4%
Profit
-$3.94M
Win %
72%
This Year
Compared to last year
Gain
0.13%
Profit
$1.26M
Win %
72%
ISRG Intuitive Surgical, Inc.
+3.85%
+$1,384.15 
TRGP Targa Resources Corp.
+3.64%
+$1,802.62 
NOW ServiceNow, Inc.
+2.05%
+$755.2 
SYK Stryker Corporation
+2%
+$745.8 
MCK McKesson Corporation
+1.18%
+$154.35 
GOOGL Alphabet Inc
+0.91%
+$1,110.9 
JPM JPMorgan Chase & Co.
+0.64%
+$540.26 
EMLP First Trust North American Energy Infrastructure Fund
+0.09%
+$36,716.68 
MRP Millrose Properties Inc.
+0.07%
+$0.48 
AMAT Applied Materials, Inc.
+0.03%
+$43.67 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$7,761.52 
BSX Boston Scientific Corporation
+0.02%
+$5.06 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$168.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$733.2 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$4,086.86 
VNQ Vanguard Real Estate ETF
+0.01%
+$25.82 
IVV iShares Core S&P 500 ETF
+0.01%
+$1,263 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$835.81 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$11,928.17 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$1.77 
BLK BlackRock, Inc.
0%
+$0.8 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
LEN Lennar Corporation
-2.93%
-$626.94 
NVDA NVIDIA Corporation
-2.86%
-$5,429.28 
AAPL Apple Inc.
-1.62%
-$1,201.59 
ADI Analog Devices, Inc.
-1.54%
-$1,255.04 
VTWG Vanguard Russell 2000 Growth ETF
-0.53%
-$757.05 
AVDE Avantis International Equity ETF
-0.45%
-$88,848.9 
AVEM Avantis Emerging Markets Equity ETF
-0.43%
-$38,958.4 
VT Vanguard Total World Stock ETF
-0.2%
-$32,896.71 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.17%
-$22,373.28 
AJG Arthur J. Gallagher & Co.
-0.1%
-$32.5 
URI United Rentals, Inc.
-0.1%
-$117.15 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.09%
-$10,007.7 
ORCL Oracle Corporation
-0.05%
-$34.64 
LLY Eli Lilly and Company
-0.05%
-$2.52 
META Meta Platforms Inc Class A
-0.05%
-$39.9 
NVO Novo Nordisk A/S Sponsored ADR
-0.04%
-$6.34 
XLE Energy Select Sector SPDR Fund
-0.04%
-$506.1 
V Visa Inc. Class A
-0.03%
-$16 
NFLX Netflix, Inc.
-0.03%
-$0.8 
ADBE Adobe Inc.
-0.02%
-$6.12 
AVUS Avantis U.S. Equity ETF
-0.02%
-$11,331 
PANW Palo Alto Networks, Inc.
-0.02%
-$20.88 
PWR Quanta Services Inc.
-0.02%
-$37.94 
SLB Schlumberger Limited
-0.02%
-$1.57 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$34,222.32 
PYPL PayPal Holdings Inc
-0.02%
-$2.97 
AMZN Amazon.com Inc
-0.01%
-$12.2 
USRT iShares Core U.S. REIT ETF
-0.01%
-$7,825.26 
VOO Vanguard S&P 500 ETF
-0.01%
-$2,211.14 
TLT iShares 20+ Year Treasury Bond ETF
-0.01%
-$8,384.58 
VUG Vanguard Growth ETF
-0.01%
-$8.4 
CRM Salesforce Inc
-0.01%
-$2.7 
SCHW Charles Schwab Corporation
-0.01%
-$7.66 
HD The Home Depot, Inc.
-0.01%
-$95.25 
RCL Royal Caribbean Group
-0.01%
-$3.08 
SPGI S&P Global Inc.
-0.01%
-$1.52 
WM Waste Management, Inc.
0%
-$1.88 
VTWV Vanguard Russell 2000 Value Index Fund
0%
-$4.01 
AXON Axon Enterprise, Inc.
0%
-$0.61 Events
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Dividends
Dividend Analysis
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| Trades 1100 | Longs Won 729/1100 66% | Profit Factor 3.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.7M |
| Average Win $426,316.74 | Best Trade (Sep 30) $34.19M | Sharpe Ratio -9.07 |
| Average Loss -$212,912.77 | Worst Trade (Sep 01) -$8.77M | Z-Score -2.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 1d | Expectancy $210,722.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,566 | 4,110 | 3,653 | 3,196 | 2,740 | 2,283 | 1,826 | 1,370 | 913 | 457 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 237 | $46,111.44 | $73,057.62 | - | $26,946.18 | 58.44% | -1.618% |
| ADBE Adobe Inc. | 102 | $49,876.96 | $27,045.3 | - | -$22,831.66 | -45.78% | -0.023% |
| ADI Analog Devices, Inc. | 209 | $41,069.02 | $80,240.32 | - | $39,171.3 | 95.38% | -1.54% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2.39M | $240.02M | $232.85M | - | -$7.17M | -2.99% | +0.005% |
| AJG Arthur J. Gallagher & Co. | 130 | $35,294.2 | $32,223.1 | - | -$3,071.1 | -8.7% | -0.101% |
| AMAT Applied Materials, Inc. | 273 | $48,259.46 | $147,228.9 | - | $98,969.44 | 205.08% | +0.03% |
| AMZN Amazon.com Inc | 305 | $39,759.8 | $83,704.2 | - | $43,944.4 | 110.52% | -0.015% |
| AVDE Avantis International Equity ETF | 211,545 | $13.76M | $19.79M | - | $6.02M | 43.77% | -0.447% |
| AVEM Avantis Emerging Markets Equity ETF | 97,396 | $5.84M | $8.95M | - | $3.11M | 53.17% | -0.434% |
| AVUS Avantis U.S. Equity ETF | 377,700 | $34.3M | $49.54M | - | $15.24M | 44.42% | -0.023% |
| AXON Axon Enterprise, Inc. | 122 | $58,479.9 | $69,662.61 | - | $11,182.71 | 19.12% | -0.001% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 494,619 | $10.5M | $11.79M | - | $1.29M | 12.24% | 0.0 |
| BLK BlackRock, Inc. | 80 | $56,987.88 | $90,912 | - | $33,924.12 | 59.53% | +0.001% |
| BSV Vanguard Short-Term Bond ETF | 167,162 | $13.08M | $12.97M | - | -$117,993.82 | -0.9% | +0.006% |
| BSX Boston Scientific Corporation | 506 | $47,543.61 | $24,955.92 | - | -$22,587.69 | -47.51% | +0.02% |
| CMDY iShares Bloomberg Roll Select Commodity Strategy ETF | 200,154 | $9.98M | $11.8M | - | $1.83M | 18.32% | -0.085% |
| CRM Salesforce Inc | 135 | $36,416.42 | $26,017.2 | - | -$10,399.22 | -28.56% | -0.01% |
| EMLP First Trust North American Energy Infrastructure Fund | 917,917 | $32.93M | $39.9M | - | $6.98M | 21.18% | +0.092% |
| GOOGL Alphabet Inc | 345 | $41,551.57 | $123,344.4 | - | $81,792.83 | 196.85% | +0.909% |
| HD The Home Depot, Inc. | 3,175 | $1.09M | $1.13M | - | $34,949.58 | 3.19% | -0.008% |
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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 Wright?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P Total U.S. Stock Market ETF - $51.5M, The Home Depot, Inc - $36.15M, iShares Core S&P 500 ETF - $25.77M, iShares MSCI ACWI ETF - $14.32M, and iShares Core U.S. Aggregate Bond ETF - $13.01M. 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: iShares 20+ Year Treasury Bond ETF - $4.74M, iShares Russell 2000 ETF - $72,635.88, Adobe Inc - $15,103.29, Target Corporation - $15,050.09, and Archer-Daniels-Midland Co - $14,397.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Wright's portfolio generate?
The portfolio generates substantial dividend income, with a total of $98.24M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $25.6M, iShares Core S&P Total U.S. Stock Market ETF - $10.57M, iShares 20+ Year Treasury Bond ETF - $8.36M, WisdomTree Floating Rate Treasury Fund - $8.12M, and iShares Core MSCI EAFE ETF - $7.51M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Wright's monthly returns?
Matthew Wright's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Matthew Wright's strategy be considered aggressive or moderate?
Matthew Wright's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Matthew Wright's strategy?
Matthew Wright's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
