Matthew Liebman Portfolio
Invests via Amplius Wealth Advisors LLC | Managed by Matthew D. Liebman, Samuel A. Liebman, Aaron Marks, Patrick J. Swift
Invests via Amplius Wealth Advisors LLC
Managed by Matthew D. Liebman, Samuel A. Liebman, Aaron Marks, Patrick J. Swift
Automatically Tracked
Matthew Liebman Profile
With a distinguished career marked by strategic leadership, Matthew Liebman excels in the realm of corporate finance and investment. He has cultivated significant expertise as an operating executive, driving operational excellence and innovation across diverse sectors. His role in various financial ventures underscores a commitment to enhancing organizational growth and market adaptability. Known for forging impactful partnerships and fostering collaborative environments, he is pivotal in navigating complex financial landscapes. With educational credentials from renowned institutions, his insights influence emerging trends within capital markets, making him a respected figure among industry peers.
With a distinguished career marked by strategic leadership, Matthew Liebman excels in the realm of corporate finance and investment. He has cultivated significant expertise as an operating executive, driving operational excellence and innovation across diverse sectors. His role in various financial ventures underscores a commitment to enhancing organizational growth and market adaptability. Known for forging impactful partnerships and fostering collaborative environments, he is pivotal in navigating complex financial landscapes. With educational credentials from renowned institutions, his insights influence emerging trends within capital markets, making him a respected figure among industry peers.
Investment Philosophy & Strategy
Opportunistic opportunities define Matthew Liebman's investment approach, shaped by his extensive operating experience across multiple sectors. His commitment to innovation and strategic leadership allows him to identify underappreciated assets ripe for transformation. This pragmatic mindset fosters a focus on investments that not only promise financial returns but also advance operational efficiencies and market adaptability. By leveraging his strong network, he frequently forms strategic partnerships that bolster the potential of these ventures. With an eye toward disruption in traditional models, his methodology incorporates elements of calculated risk-taking while emphasizing growth through effective resource allocation.
Opportunistic opportunities define Matthew Liebman's investment approach, shaped by his extensive operating experience across multiple sectors. His commitment to innovation and strategic leadership allows him to identify underappreciated assets ripe for transformation. This pragmatic mindset fosters a focus on investments that not only promise financial returns but also advance operational efficiencies and market adaptability. By leveraging his strong network, he frequently forms strategic partnerships that bolster the potential of these ventures. With an eye toward disruption in traditional models, his methodology incorporates elements of calculated risk-taking while emphasizing growth through effective resource allocation.
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:
67.6%
Gain -0.47%
Monthly
0.83%
Yearly
10.37%
Drawdown
17.83%
$1.38B
Equity
Holdings
$1.38B
Investment
$1.08B
$368.98M
Profit -$5.48M
Realized
$64.81M
Unrealized
$304.17M
Dividends
$85.97M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$5.48M
Win %
78%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$13.1M
Win %
78%
This Month
Compared to last month
Gain
-0.59%
Profit
-$8.21M
Win %
78%
This Year
Compared to last year
Gain
1.47%
Profit
$20.07M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$575,042.88 
GOOG Alphabet Inc
+6.88%
+$159,113.19 
GOOGL Alphabet Inc
+6.73%
+$243,372.57 
AMKR Amkor Technology Inc.
+3.34%
+$7,016.38 
META Meta Platforms Inc Class A
+3.28%
+$34,935.66 
MSFT Microsoft Corp.
+3.02%
+$116,900.37 
NVDA NVIDIA Corporation
+2.93%
+$86,478.06 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.63%
+$7,212.4 
CVX Chevron Corporation
+2.35%
+$14,075.28 
WDC Western Digital Corporation
+2.21%
+$4,189 
CSCO Cisco Systems, Inc.
+2.14%
+$18,594.36 
PANW Palo Alto Networks, Inc.
+1.89%
+$10,227.45 
FIX Comfort Systems USA, Inc.
+1.88%
+$3,503.51 
BSTZ BlackRock Science and Technology Term Trust
+1.75%
+$7,117.25 
GTOP Goldman Sachs Technology Opportunities ETF
+1.64%
+$7,377.48 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$5,639.02 
LMT Lockheed Martin Corporation
+1.5%
+$3,434.74 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$9,500.16 
GE General Electric Company
+1.42%
+$5,105.45 
PWRD TCW Transform Systems ETF
+1.38%
+$2,523.99 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$102,849.45 
CMCSA Comcast Corp
+1.23%
+$26,327.07 
TMFC Motley Fool 100 Index ETF
+1.19%
+$852,259.59 
AMAT Applied Materials, Inc.
+1.18%
+$1,864.41 
IOO iShares Global 100 ETF
+1.15%
+$492,486.12 
VUG Vanguard Growth ETF
+1.1%
+$5,375.4 
GPZ VanEck Alternative Asset Manager ETF
+1.04%
+$128,156.93 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$6,612.9 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,757.44 
OEF iShares S&P 100 ETF
+0.95%
+$256,329.83 
BCAT BlackRock Capital Allocation Trust
+0.9%
+$4,940.6 
IBM International Business Machines Corporation
+0.86%
+$3,140.01 
XPO XPO Inc.
+0.86%
+$1,739.07 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$5,744.8 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$2,247.25 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$89,046.08 
EMR Emerson Electric Co.
+0.79%
+$2,247.92 
TSLA Tesla, Inc.
+0.76%
+$3,190.69 
MPC Marathon Petroleum Corporation
+0.76%
+$3,761.88 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$12,439.53 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$8,758.91 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$2,252.95 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$72,955.48 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,743.4 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$2,432.23 
CAT Caterpillar Inc.
+0.7%
+$2,789.64 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,564.65 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$1,541.49 
PLTR Palantir Technologies Inc.
+0.65%
+$2,759.19 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$232,895.76 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$1,737.83 
ARTY iShares Future AI & Tech ETF
+0.6%
+$3,742.8 
ET Energy Transfer L.P.
+0.59%
+$2,866.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$41,093.23 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$72,894.21 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,083.7 
STX Seagate Technology Holdings plc
+0.52%
+$1,076.9 
ACWI iShares MSCI ACWI ETF
+0.49%
+$66,044.35 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$145,569.81 
AAAA Amplius Aggressive Asset Allocation ETF
+0.49%
+$1.33M 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,163.47 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$8,361.88 
PJT PJT Partners Inc.
+0.45%
+$1,852.88 
JHML John Hancock Multifactor Large Cap ETF
+0.45%
+$4,700 
IWD iShares Russell 1000 Value ETF
+0.44%
+$6,645.57 
CSX CSX Corporation
+0.42%
+$886.62 
RKLB Rocket Lab Corporation
+0.42%
+$5,765.04 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$10,523.7 
PFE Pfizer Inc.
+0.4%
+$1,425.1 
AVGO Broadcom Inc.
+0.37%
+$16,894.08 
PG Procter & Gamble Co
+0.37%
+$2,445.95 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,772.76 
BAC Bank of America Corporation
+0.36%
+$1,838.76 
AMG Affiliated Managers Group Inc.
+0.35%
+$27,642.82 
MRK Merck & Co., Inc.
+0.32%
+$882.75 
MUST Columbia Multi-Sector Municipal Income ETF
+0.3%
+$6,427.2 
PFN PIMCO Income Strategy Fund II
+0.28%
+$220 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$5,675.13 
DMAX iShares Large Cap Max Buffer December Fund
+0.27%
+$2,223.53 
JPM JPMorgan Chase & Co.
+0.27%
+$5,955.84 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$950 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.22%
+$1,527.69 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$8,049.95 
JNJ Johnson & Johnson
+0.21%
+$3,650.11 
CMI Cummins Inc.
+0.19%
+$416.03 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,708.04 
T AT&T Inc.
+0.17%
+$536.64 
MS Morgan Stanley
+0.17%
+$950.05 
CB Chubb Limited
+0.15%
+$38,908.36 
CPSM Calamos S&P 500 Structured Alt Protection ETF – May
+0.14%
+$3,018.91 
CEFS Saba Capital Income & Opportunities ETF
+0.12%
+$865.83 
MMM 3M Company
+0.12%
+$282.86 
SMAX iShares Large Cap Municipal Bond ETF
+0.11%
+$1,491.13 
DELL Dell Technologies Inc.
+0.11%
+$444.4 
DBA Invesco DB Agriculture Fund
+0.11%
+$325.2 
RITM Rithm Capital Corp.
+0.1%
+$160.76 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$32,655.78 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$13,339.62 
WM Waste Management, Inc.
+0.1%
+$542.74 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
+0.1%
+$533 
C Citigroup Inc.
+0.09%
+$404.16 
WMT Walmart Inc.
+0.09%
+$559.01 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$15,949.22 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$61,141.02 
HDV iShares Core High Dividend ETF
+0.04%
+$333.7 
DIS The Walt Disney Company
+0.03%
+$121.95 
HMOP Hartford Municipal Opportunities ETF
+0.01%
+$56.49 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
OBIL US Treasury 12 Month Bill Mutual Fund
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 CPSL
CPSL
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.18M 
MU Micron Technology, Inc.
-5.9%
-$13,527.04 
XBI SPDR S&P Biotech ETF
-2.94%
-$13,434.55 
BXMT Blackstone Mortgage Trust Inc
-2.87%
-$5,865.2 
VRSK Verisk Analytics Inc.
-2.75%
-$63,651.5 
RKT Rocket Companies, Inc. Class A
-2.71%
-$12,763.44 
ABBV AbbVie Inc.
-2.51%
-$20,969.27 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,102.57 
IRM Iron Mountain Inc.
-1.86%
-$6,853.28 
APD Air Products and Chemicals, Inc.
-1.77%
-$3,987.81 
UNH UnitedHealth Group Incorporated
-1.68%
-$11,538.26 
AON Aon plc
-1.64%
-$9,800.59 
LRCX Lam Research Corporation
-1.58%
-$2,707.21 
GLD SPDR Gold Shares
-1.49%
-$43,684.18 
IAU iShares Gold Trust
-1.46%
-$73,438.7 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$7,988.62 
HIPO Hippo Holdings Inc.
-1.35%
-$6,570.4 
ICOW Pacer Developed Markets International ETF
-1.2%
-$51,659.63 
NEE NextEra Energy, Inc.
-1.15%
-$4,360.17 
INTC Intel Corporation
-1.02%
-$3,607.47 
KO The Coca-Cola Company
-1.02%
-$5,760 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$8,358.31 
UPS United Parcel Service, Inc.
-0.99%
-$8,854.56 
XOM Exxon Mobil Corporation
-0.97%
-$9,873.09 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,347.79 
GILD Gilead Sciences Inc.
-0.81%
-$2,256.61 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$2,134.16 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$1,849.99 
ED Consolidated Edison, Inc.
-0.74%
-$1,935.09 
MA Mastercard Incorporated
-0.74%
-$5,406.01 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$12,911.5 
MAR Marriott International Inc. - Class A
-0.71%
-$1,526.41 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,491.28 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$5,041.07 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$8,652.42 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,786.4 
EFA iShares MSCI EAFE ETF
-0.62%
-$5,804.7 
BTT BlackRock Municipal 2030 Target Term Trust
-0.62%
-$14,048.16 
EME EMCOR Group, Inc.
-0.62%
-$1,447.42 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,584.98 
SBUX Starbucks Corporation
-0.57%
-$1,214.4 
CPAI Counterpoint Quantitative Equity ETF
-0.55%
-$3,485.44 
COF Capital One Financial Corporation
-0.54%
-$2,480.36 
LLY Eli Lilly and Company
-0.53%
-$7,723.8 
CGIC Capital Group International Core Equity ETF
-0.53%
-$188,968.11 
IWM iShares Russell 2000 ETF
-0.47%
-$2,408.85 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$335,019.4 
HD The Home Depot, Inc.
-0.42%
-$3,601.54 
AXP American Express Company
-0.38%
-$3,190.21 
AWR American States Water Co.
-0.37%
-$965.76 
OBDC Blue Owl Capital Corporation
-0.37%
-$752.64 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$9,579.05 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$943.67 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$971.28 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,100.02 
DTH WisdomTree International High Dividend Fund
-0.31%
-$775.26 
VXF Vanguard Extended Market ETF
-0.3%
-$646.1 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$647.23 
JIG JPMorgan International Growth ETF
-0.27%
-$633.38 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,463.74 
VTV Vanguard Value ETF
-0.27%
-$4,417.26 
BXSL Blackstone Secured Lending Fund
-0.26%
-$8,780.1 
BX Blackstone Inc.
-0.25%
-$41,415.31 
HUBB Hubbell Inc.
-0.24%
-$1,093.27 
COST Costco Wholesale Corporation
-0.24%
-$2,678.96 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,513.41 
VB Vanguard Small-Cap ETF
-0.22%
-$1,573.39 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$19,546.31 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,431.18 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$764.43 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$3,626.1 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$1,526.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$678.24 
EPD Enterprise Products Partners L.P.
-0.18%
-$481.05 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$6,942.41 
CRUX Columbia Core Bond ETF
-0.17%
-$66,537.65 
BIZD VanEck BDC Income ETF
-0.16%
-$20,675.6 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$6,565.6 
IXUS iShares Core International Stock ETF
-0.15%
-$5,574.52 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$521.17 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$550.7 
MUB iShares National Muni Bond ETF
-0.11%
-$463.08 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$25,881.13 
CPRJ Calamos Russell 2000 Structured Alt Protection ETF - July
-0.11%
-$795 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.11%
-$271.58 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,007.36 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.09%
-$722.28 
PGX Invesco Preferred ETF
-0.09%
-$217.61 
GBDC Golub Capital BDC, Inc.
-0.08%
-$839.25 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$230.48 
EZM WisdomTree U.S. MidCap Fund
-0.07%
-$669.1 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$10,029.85 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.04%
-$780.28 
V Visa Inc. Class A
-0.04%
-$229.16 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$13,690.54 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$83.72 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$7,907.33 
UBER Uber Technologies, Inc.
-0.01%
-$30.51 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$6,859.98 Events
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Dividends
Dividend Analysis
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| Trades 3666 | Longs Won 2016/3666 54% | Profit Factor 4.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.08M |
| Average Win $243,442.65 | Best Trade (Aug 14) $38.15M | Sharpe Ratio -187.7 |
| Average Loss -$73,815.87 | Worst Trade (Sep 29) -$11.3M | Z-Score 1.36 (82.63%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $100,650.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAA Amplius Aggressive Asset Allocation ETF | 9.09M | $242.63M | $272.96M | - | $30.33M | 12.5% | +0.489% |
| AAPL Apple Inc. | 48,267 | $8.68M | $14.91M | - | $6.23M | 71.68% | -7.354% |
| ABBV AbbVie Inc. | 3,241 | $597,781.96 | $813,296.54 | - | $215,514.58 | 36.05% | -2.513% |
| ACWI iShares MSCI ACWI ETF | 85,773 | $9.39M | $13.42M | - | $4.03M | 42.9% | +0.495% |
| AMAT Applied Materials, Inc. | 316 | $228,468 | $160,423.72 | - | -$68,044.28 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 444 | $257,924.03 | $211,410.6 | - | -$46,513.43 | -18.03% | -1.904% |
| AMG Affiliated Managers Group Inc. | 21,766 | $3.85M | $7.98M | - | $4.14M | 107.52% | +0.348% |
| AMKR Amkor Technology Inc. | 4,358 | $358,837.72 | $217,333.46 | - | -$141,504.26 | -39.43% | +3.336% |
| AMZN Amazon.com Inc | 15,938 | $2.71M | $4.33M | - | $1.62M | 59.7% | +15.321% |
| AON Aon plc | 1,628 | $526,463.4 | $586,975.38 | - | $60,511.98 | 11.49% | -1.642% |
| APD Air Products and Chemicals, Inc. | 751 | $218,187.58 | $221,462.4 | - | $3,274.82 | 1.5% | -1.769% |
| ARM Arm Holdings plc American Depositary Receipt | 1,000 | $354,570.01 | $239,690 | - | -$114,880.01 | -32.4% | -0.766% |
| ARTY iShares Future AI & Tech ETF | 9,357 | $381,812.95 | $623,644.05 | - | $241,831.1 | 63.34% | +0.604% |
| ASML ASML Holding N.V. New York Registry Shares | 356 | $708,240.62 | $579,924 | - | -$128,316.62 | -18.12% | -1.359% |
| AVEM Avantis Emerging Markets Equity ETF | 362,842 | $21.42M | $32.48M | - | $11.06M | 51.63% | +0.101% |
| AVGO Broadcom Inc. | 11,732 | $2.59M | $4.57M | - | $1.98M | 76.27% | +0.371% |
| AWR American States Water Co. | 3,018 | $311,810.22 | $258,461.52 | - | -$53,348.7 | -17.11% | -0.372% |
| AXP American Express Company | 2,512 | $599,382.02 | $844,660 | - | $245,277.98 | 40.92% | -0.376% |
| BAC Bank of America Corporation | 8,358 | $269,423.56 | $517,778.1 | - | $248,354.54 | 92.18% | +0.356% |
| BAI iShares A.I. Innovation and Tech Active ETF | 6,684 | $352,380.48 | $276,316.56 | - | -$76,063.92 | -21.59% | +0.633% |
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FAQ
Which stocks have generated the highest profits for Matthew Liebman?
The largest contributions to the portfolio's profits come from the following stocks: iShares Global 100 ETF - $30.21M, Blackstone Secured Lending Fund - $12.15M, Invesco QQQ Trust, Series 1 - $12.04M, WisdomTree U.S. Quality Dividend Growth Fund - $12.03M, and Putnam Focused Large Cap Value ETF - $9.24M. 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: Voya Financial Inc - $12.16M, BlackRock Capital Allocation Trust - $8.86M, BlackRock Science and Technology Term Trust - $7.84M, iShares MSCI ACWI ETF - $5.63M, and Truist Financial Corporation - $2.6M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Liebman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $85.97M earned over time. The largest contributors to dividend income include Blackstone Secured Lending Fund - $7.64M, Pacer Developed Markets International ETF - $3.77M, iShares Global 100 ETF - $3.65M, Goldman Sachs Access Ultra Short Bond Fund - $3.53M, and VictoryShares Short-Term Bond ETF - $3.11M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Liebman's monthly returns?
Matthew Liebman'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 Liebman's strategy be considered aggressive or moderate?
Matthew Liebman's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Matthew Liebman's strategy?
Matthew Liebman's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
