MC
Matt Coyne Portfolio
Invests via DAVIDSON TRUST Co. | Managed by Matt Coyne
Invests via DAVIDSON TRUST Co.
Managed by Matt Coyne
Automatically Tracked
Matt Coyne Profile
With a rich professional background in technology and business development, Matt Coyne stands out as a pivotal figure within the innovation sector. His extensive experience includes founding startups that have successfully bridged gaps between emerging technologies and market needs. Renowned for his entrepreneurial spirit, he has led initiatives that focus on scalable solutions and strategic partnerships aimed at fostering growth. His insight into market trends empowers him to navigate complex challenges effectively, ensuring relevance in today’s competitive landscape.
With a rich professional background in technology and business development, Matt Coyne stands out as a pivotal figure within the innovation sector. His extensive experience includes founding startups that have successfully bridged gaps between emerging technologies and market needs. Renowned for his entrepreneurial spirit, he has led initiatives that focus on scalable solutions and strategic partnerships aimed at fostering growth. His insight into market trends empowers him to navigate complex challenges effectively, ensuring relevance in today’s competitive landscape.
Investment Philosophy & Strategy
Innovation drives the strategic vision of Matt Coyne, who leverages his extensive technology and business development expertise. A seasoned entrepreneur, he identifies emerging opportunities by analyzing market dynamics and aligning them with cutting-edge solutions. His adeptness at cultivating partnerships positions him to maximize the scalability of new ventures while navigating competitive challenges. Decisions reflect a commitment to operational efficiency and sustainable growth, underscoring an entrepreneurial approach that values agility in execution and adaptability in strategy.
Innovation drives the strategic vision of Matt Coyne, who leverages his extensive technology and business development expertise. A seasoned entrepreneur, he identifies emerging opportunities by analyzing market dynamics and aligning them with cutting-edge solutions. His adeptness at cultivating partnerships positions him to maximize the scalability of new ventures while navigating competitive challenges. Decisions reflect a commitment to operational efficiency and sustainable growth, underscoring an entrepreneurial approach that values agility in execution and adaptability in strategy.
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:
31.54%
Gain +0.01%
Monthly
0.38%
Yearly
4.62%
Drawdown
12.36%
$31.36M
Equity
Holdings
$31.36M
Investment
$9.87M
$21.49M
Profit +$3,355.44
Realized
-$0
Unrealized
$21.49M
Dividends
$7.45M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.01%
Profit
$3,355.44
Win %
75%
This Week
Compared To Last Week
Gain
0.01%
Profit
$3,355.44
Win %
75%
This Month
Compared to last month
Gain
0.01%
Profit
$3,355.44
Win %
75%
This Year
Compared to last year
Gain
12.1%
Profit
$3.38M
Win %
75%
INTC Intel Corporation
+5.36%
+$14,676.48 
FNMA Fannie Mae
+5.12%
+$73.37 
TXN Texas Instruments Inc
+1.89%
+$5,360 
DUK Duke Energy Corporation
+1.66%
+$3,873.92 
WMB The Williams Companies, Inc.
+1.64%
+$96.61 
GE General Electric Company
+1.58%
+$12,206.56 
IDA Idacorp Inc.
+1.48%
+$2,056.72 
C Citigroup Inc.
+1.42%
+$184 
XEL Xcel Energy Inc.
+1.38%
+$2,639.98 
OGE Oge Energy Corp.
+1.29%
+$756 
WFC Wells Fargo & Company
+1.05%
+$1,140.8 
TGT Target Corporation
+0.88%
+$861 
KO The Coca-Cola Company
+0.72%
+$1,404 
D Dominion Energy, Inc.
+0.63%
+$540 
BUD Anheuser-Busch InBev S.A. ADR
+0.58%
+$846 
MS Morgan Stanley
+0.58%
+$5,012.47 
PCG PG&E Corporation
+0.58%
+$40 
NI NiSource Inc.
+0.56%
+$132.34 
AMGN Amgen Inc.
+0.56%
+$113.03 
MCD McDonald's Corporation
+0.5%
+$3,543.12 
ED Consolidated Edison, Inc.
+0.43%
+$853.6 
MDU MDU Resources Group, Inc.
+0.38%
+$2,038.37 
ALL Allstate Corporation
+0.34%
+$794.64 
BMY Bristol-Myers Squibb Company
+0.31%
+$199.69 
CSCO Cisco Systems, Inc.
+0.24%
+$762.75 
HAL Halliburton Company
+0.13%
+$36 
JNJ Johnson & Johnson
+0.02%
+$412.32 
026609107
0%
$0 
166751107
0%
$0 
204493100
0%
$0 
216669101
0%
$0 
247025109
0%
$0 
264324104
0%
$0 
283905107
0%
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337358105
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604059105
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$0 
718154107
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718507106
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745332106
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881694103
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895953107
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902973106
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957550106
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959425109
0%
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ABS
0%
$0 
AV
0%
$0 
BCPUQ
0%
$0 
BLS
0%
$0 
CGC
0%
$0 
CTB Cooper Tire & Rubber Co
0%
$0 
DPL
0%
$0 
ENRNQ
0%
$0 
FPL
0%
$0 
G
0%
$0 
HNZ
0%
$0 
HPQ
0%
$0 
HRP
0%
$0 
IMN
0%
$0 
JCP JC Penney Co Inc
0%
$0 
JOREQ
0%
$0 
MOT
0%
$0 
NT
0%
$0 
ONE
0%
$0 
PCL
0%
$0 
PGN
0%
$0 
Q
0%
$0 
RD
0%
$0 
S
0%
$0 
SBC
0%
$0 
SGP
0%
$0 
SLE
0%
$0 
SMTL
0%
$0 
SPLS
0%
$0 
TE
0%
$0 
TXU
0%
$0 
TYC
0%
$0 
WPS
0%
$0 
WHR Whirlpool Corporation
-2.17%
-$1,328 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2%
-$868.55 
NKE Nike, Inc. - Class B
-1.57%
-$1,287.8 
SHW The Sherwin-Williams Company
-1.31%
-$779.76 
DIS The Walt Disney Company
-1.14%
-$546.08 
EMR Emerson Electric Co.
-0.91%
-$241.3 
HD The Home Depot, Inc.
-0.86%
-$8,249.88 
KR Kroger Co.
-0.76%
-$712 
OXY Occidental Petroleum Corporation
-0.72%
-$560.88 
BP BP p.l.c. Sponsored ADR
-0.69%
-$232 
VZ Verizon Communications Inc.
-0.61%
-$471.51 
F Ford Motor Company
-0.6%
-$46.75 
PG Procter & Gamble Co
-0.6%
-$8,234 
FDX FedEx Corporation
-0.58%
-$1,274 
WMT Walmart Inc.
-0.55%
-$937.5 
GBCI Glacier Bancorp Inc.
-0.51%
-$567.19 
MSFT Microsoft Corp.
-0.5%
-$3,267 
PEP PepsiCo, Inc.
-0.41%
-$1,288 
AIG American International Group Inc.
-0.4%
-$54.4 
BAC Bank of America Corporation
-0.38%
-$2,052.49 
DOW Dow Inc.
-0.25%
-$1.8 
UNP Union Pacific Corporation
-0.22%
-$15,178.19 
GM General Motors Company
-0.2%
-$60 
COST Costco Wholesale Corporation
-0.15%
-$9,452 
XOM Exxon Mobil Corporation
-0.13%
-$912 
PFE Pfizer Inc.
-0.1%
-$15.81 
MRK Merck & Co., Inc.
-0.05%
-$217.98 Events
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Dividends
Dividend Analysis
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| Trades 104 | Longs Won 42/104 40% | Profit Factor 39.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $883,683.13 |
| Average Win $524,955.12 | Best Trade (Jul 27) $6.72M | Sharpe Ratio -42.67 |
| Average Loss -$8,984.13 | Worst Trade (Jul 30) -$283,345.8 | Z-Score -1.76 (93.51%) |
| Commissions $0 | Avg. Trade Length 25y 7m 1w 4d | Expectancy $206,645.18 |
| 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% | 0.02% | 0.29% | 2.59% | 17.83% |
| Consecutive Losing Trades | 3,497 | 3,147 | 2,797 | 2,448 | 2,098 | 1,748 | 1,399 | 1,049 | 699 | 350 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Matt Coyne?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $1.24M, Union Pacific Corporation - $1.15M, Costco Wholesale Corporation - $593,198, Procter & Gamble Co - $532,614.02, and Johnson & Johnson - $482,758. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Matt Coyne's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.45M earned over time. The largest contributors to dividend income include General Electric Company - $1.24M, Union Pacific Corporation - $1.15M, Costco Wholesale Corporation - $593,198, Procter & Gamble Co - $532,614.02, and Johnson & Johnson - $482,758. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matt Coyne's monthly returns?
Matt Coyne'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 Matt Coyne's strategy be considered aggressive or moderate?
Matt Coyne'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 Matt Coyne's strategy?
Matt Coyne'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.
