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:
15.26%
Gain -0.21%
Monthly
0.18%
Yearly
2.14%
Drawdown
28.93%
$295.53M
Equity
Holdings
$295.53M
Investment
$276.16M
$58.91M
Profit -$68,669.53
Realized
$39.54M
Unrealized
$19.37M
Dividends
$36.75M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$68,669.53
Win %
61%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$1.92M
Win %
61%
This Month
Compared to last month
Gain
-1.11%
Profit
-$3.31M
Win %
61%
This Year
Compared to last year
Gain
3.13%
Profit
$10.89M
Win %
69%
FPL
FPL
+5,253.99%
+$735,558.2 RD
RD
+39.54%
+$161,281.05 
WHR Whirlpool Corporation
+13.8%
+$8,656 
INTC Intel Corporation
+10.84%
+$157,178.26 
AZN AstraZeneca PLC American Depositary Shares
+7.39%
+$14,132.37 
QCOM QUALCOMM Incorporated
+7.32%
+$62,515.14 
AMD Advanced Micro Devices, Inc.
+7%
+$15,374.82 
AVGO Broadcom Inc.
+6.61%
+$179,098.44 0266
026609107
+5.33%
+$1,149.13 
ADI Analog Devices, Inc.
+5.09%
+$44,865.19 
DKL Delek Logistics Partners L.P.
+3.93%
+$13,908.01 
IBM International Business Machines Corporation
+3.91%
+$26,519.97 
GILD Gilead Sciences Inc.
+3.13%
+$7,703.92 
STX Seagate Technology Holdings plc
+3.02%
+$17,423.65 
YUM Yum! Brands, Inc.
+3.01%
+$12,109.44 
AMGN Amgen Inc.
+2.94%
+$15,788.38 
BUD Anheuser-Busch InBev S.A. ADR
+2.89%
+$4,373.99 
OXY Occidental Petroleum Corporation
+2.88%
+$2,271.93 
LOW Lowe's Companies Inc.
+2.84%
+$34,043.12 
ACN Accenture plc Class A
+2.82%
+$9,083.15 
IEMG iShares Core MSCI Emerging Markets ETF
+2.73%
+$28,559.04 
HONA Honeywell Aerospace Inc.
+2.69%
+$19,404 
TXN Texas Instruments Inc
+2.49%
+$6,699.98 
MGK Vanguard Mega Cap Growth ETF
+2.46%
+$8,463 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.38%
+$8,409.21 
UPS United Parcel Service, Inc.
+2.1%
+$4,195.52 
SOLS Sollensys Corp
+2.07%
+$3,667.47 
MCD McDonald's Corporation
+2.04%
+$36,274.05 
AAPL Apple Inc.
+1.96%
+$336,727.52 
MRK Merck & Co., Inc.
+1.9%
+$24,751.01 
SBUX Starbucks Corporation
+1.82%
+$8,411.12 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$67,876.74 
MDY SPDR S&P MidCap 400 ETF Trust
+1.78%
+$46,313.64 
IVV iShares Core S&P 500 ETF
+1.77%
+$98,034.44 
UNP Union Pacific Corporation
+1.76%
+$121,231.36 
F Ford Motor Company
+1.73%
+$137.5 
LH Labcorp Holdings Inc.
+1.6%
+$4,634.63 
EUSA iShares MSCI USA Equal Weighted ETF
+1.6%
+$4,628.7 
WMB The Williams Companies, Inc.
+1.58%
+$88.99 
BA Boeing Company
+1.57%
+$12,338.51 HNZ
HNZ
+1.55%
+$146.3 
VYM Vanguard High Dividend Yield ETF
+1.54%
+$58,315.06 
PFE Pfizer Inc.
+1.52%
+$16,593.95 
QUAL iShares MSCI USA Quality Factor ETF
+1.39%
+$12,554.63 
JPM JPMorgan Chase & Co.
+1.38%
+$68,817.48 
ECL Ecolab Inc.
+1.33%
+$8,288.18 
FDX FedEx Corporation
+1.33%
+$9,421.82 
GEV GE Vernova Inc.
+1.17%
+$8,768.66 
HAL Halliburton Company
+1.13%
+$288 
GOOGL Alphabet Inc
+1.11%
+$22,111.63 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.09%
+$468.74 
V Visa Inc. Class A
+1.07%
+$13,978.68 
MSFT Microsoft Corp.
+1.06%
+$215,270.46 
SDY SPDR S&P Dividend ETF
+0.95%
+$3,346.28 
DUK Duke Energy Corporation
+0.93%
+$2,141.94 
GBCI Glacier Bancorp Inc.
+0.91%
+$34,176.85 
BOH Bank of Hawaii Corporation
+0.89%
+$3,134.65 
GD General Dynamics Corporation
+0.87%
+$2,261.08 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$19,078.08 
GOOG Alphabet Inc
+0.77%
+$42,218.07 
TLT iShares 20+ Year Treasury Bond ETF
+0.77%
+$1,476.72 
WMT Walmart Inc.
+0.76%
+$8,116.08 
NEE NextEra Energy, Inc.
+0.75%
+$13,901.55 
TIP iShares TIPS Bond ETF
+0.72%
+$1,932.7 
GM General Motors Company
+0.72%
+$252 
D Dominion Energy, Inc.
+0.68%
+$564 
XEL Xcel Energy Inc.
+0.66%
+$1,235.22 
KNOP KNOT Offshore Partners L.P.
+0.65%
+$966 
BMY Bristol-Myers Squibb Company
+0.64%
+$5,567.94 
SLF Sun Life Financial Inc.
+0.59%
+$3,127.67 
AXP American Express Company
+0.58%
+$3,908.34 
SLB Schlumberger Limited
+0.57%
+$1,970.64 
MDLZ Mondelez International, Inc.
+0.57%
+$1,554.36 
USB U.S. Bancorp
+0.45%
+$5,007.43 
ED Consolidated Edison, Inc.
+0.43%
+$809.6 
BLK BlackRock, Inc.
+0.4%
+$1,350 
ETN Eaton Corporation plc
+0.38%
+$1,836.99 
SO The Southern Company
+0.33%
+$2,127.84 
CPT Camden Property Trust
+0.28%
+$990.45 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.27%
+$659.4 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$1,718.36 
AB AllianceBernstein Holding L.P.
+0.22%
+$560 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.21%
+$2,994.42 
JNJ Johnson & Johnson
+0.2%
+$13,250.91 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.2%
+$1,145.9 
MUB iShares National Muni Bond ETF
+0.18%
+$1,024.1 
IUSB iShares Core Universal USD Bond ETF
+0.18%
+$1,205.68 
FNMA Fannie Mae
+0.17%
+$2.5 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.14%
+$742.85 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$4,289.23 
CSCO Cisco Systems, Inc.
+0.11%
+$2,747.03 
RWR SPDR Dow Jones REIT ETF
+0.02%
+$239.98 
SHV iShares Short Treasury Bond ETF
+0.01%
+$9.75 
BP BP p.l.c. Sponsored ADR
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CMI Cummins Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CVS CVS Health Corporation
0%
$0 
DE Deere & Company
0%
$0 
DOW Dow Inc.
0%
$0 
GE General Electric Company
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MCK McKesson Corporation
0%
$0 
MDU MDU Resources Group, Inc.
0%
$0 
MO Altria Group, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
OGE Oge Energy Corp.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
STT State Street Corp
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WM Waste Management, Inc.
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
CTB Cooper Tire & Rubber Co
0%
$0 
JCP JC Penney Co Inc
0%
$0 
HONIV Honeywell International Inc.
0%
$0 TYC
TYC
0%
$0 9029
902973106
0%
$0 ONE
ONE
0%
$0 8959
895953107
0%
$0 BLS
BLS
0%
$0 MOT
MOT
0%
$0 2044
204493100
0%
$0 NT
NT
0%
$0 9594
959425109
0%
$0 ABS
ABS
0%
$0 3373
337358105
0%
$0 S
S
0%
$0 TXU
TXU
0%
$0 AV
AV
0%
$0 PCL
PCL
0%
$0 8816
881694103
0%
$0 DPL
DPL
0%
$0 PGN
PGN
0%
$0 TE
TE
0%
$0 ENRN
ENRNQ
0%
$0 2470
247025109
0%
$0 SLE
SLE
0%
$0 G
G
0%
$0 2166
216669101
0%
$0 IMN
IMN
0%
$0 HRP
HRP
0%
$0 9575
957550106
0%
$0 1667
166751107
0%
$0 2839
283905107
0%
$0 WPS
WPS
0%
$0 CGC
CGC
0%
$0 2643
264324104
0%
$0 7453
745332106
0%
$0 SMTL
SMTL
0%
$0 JORE
JOREQ
0%
$0 7181
718154107
0%
$0 BCPU
BCPUQ
0%
$0 Q
Q
0%
$0 SPLS
SPLS
-15.58%
-$2,079.89 SGP
SGP
-12.57%
-$2,047.92 7185
718507106
-9.33%
-$96,110.46 
ORCL Oracle Corporation
-8.45%
-$70,909.68 HPQ
HPQ
-8.07%
-$5,910.01 SBC
SBC
-4.61%
-$3,647.42 
SUN Sunoco L.P.
-3.98%
-$27,720 
SHW The Sherwin-Williams Company
-3.77%
-$2,406.6 
PLD Prologis Inc.
-3.54%
-$24,683.94 
TGT Target Corporation
-3.25%
-$17,904.24 
EMR Emerson Electric Co.
-3.25%
-$955.7 
HD The Home Depot, Inc.
-2.37%
-$34,158.28 
AMZN Amazon.com Inc
-2.32%
-$74,183.76 
NKE Nike, Inc. - Class B
-2.18%
-$18,602.79 
VUG Vanguard Growth ETF
-2.16%
-$141,317.87 
IWF iShares Russell 1000 Growth ETF
-2.11%
-$37,528.35 
PH Parker-Hannifin Corporation
-2.1%
-$7,577.39 
VONG Vanguard Russell 1000 Growth Fund
-2.05%
-$24,814.05 
SAR Saratoga Investment Corp.
-2%
-$4,290 
IWO iShares Russell 2000 Growth ETF
-2%
-$29,695.68 
DIS The Walt Disney Company
-1.99%
-$29,021.39 
UNH UnitedHealth Group Incorporated
-1.88%
-$4,256.45 6040
604059105
-1.83%
-$6,686.67 
SCHA Schwab U.S. Small-Cap ETF
-1.81%
-$14,934.56 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$3,575.69 
IWM iShares Russell 2000 ETF
-1.7%
-$67,614.25 
VTWO Vanguard Russell 2000 ETF
-1.66%
-$7,024.7 
WFC Wells Fargo & Company
-1.64%
-$22,694.4 
IJR iShares Core S&P Small-Cap ETF
-1.62%
-$3,933.58 
TMO Thermo Fisher Scientific Inc.
-1.62%
-$9,716.19 
EXPD Expeditors International of Washington, Inc.
-1.58%
-$9,598.5 
ABT Abbott Laboratories
-1.55%
-$77,369.28 
MGC Vanguard Mega Cap ETF
-1.53%
-$5,104.99 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.51%
-$33,031.62 
XLK State Street Technology Select Sector SPDR ETF
-1.51%
-$4,497.65 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.51%
-$38,098.28 
VB Vanguard Small-Cap ETF
-1.5%
-$5,854.5 
CQP Cheniere Energy Partners L.P.
-1.49%
-$4,000 
SCHX Schwab U.S. Large-Cap ETF
-1.47%
-$80,227.4 
T AT&T Inc.
-1.44%
-$13,327.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.44%
-$6,197.27 
CVX Chevron Corporation
-1.44%
-$25,325.8 
IWN iShares Russell 2000 Value ETF
-1.43%
-$16,361.32 
VFMO Vanguard U.S. Momentum Factor Fund
-1.31%
-$6,587.46 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.26%
-$12,872.86 
IWR iShares Russell Mid-Cap ETF
-1.25%
-$59,857.66 
ADP Automatic Data Processing Inc.
-1.23%
-$29,846.89 
SRE Sempra
-1.23%
-$3,295.08 
MCO Moody's Corporation
-1.03%
-$8,172.16 
VO Vanguard Mid-Cap ETF
-1.01%
-$7,868.4 
VZ Verizon Communications Inc.
-1.01%
-$12,592.93 
IWS iShares Russell Mid-Cap Value ETF
-1.01%
-$4,993.16 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.99%
-$12,593.41 
RSP Invesco S&P 500 Equal Weight ETF
-0.97%
-$6,442.82 
PRF Invesco FTSE RAFI US 1000 ETF
-0.96%
-$8,858.95 
VONV Vanguard Russell 1000 Value Index Fund
-0.95%
-$12,604.46 
SPGI S&P Global Inc.
-0.89%
-$6,647.64 
BAC Bank of America Corporation
-0.85%
-$9,860.65 
GS The Goldman Sachs Group, Inc.
-0.84%
-$2,525.9 
C Citigroup Inc.
-0.84%
-$4,763.4 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.84%
-$16,534.2 
KR Kroger Co.
-0.74%
-$688 
XOM Exxon Mobil Corporation
-0.71%
-$31,910.65 
RTX RTX Corporation
-0.66%
-$19,629.47 
COST Costco Wholesale Corporation
-0.65%
-$69,595.74 
IDA Idacorp Inc.
-0.61%
-$824.55 
SCHW Charles Schwab Corporation
-0.59%
-$2,758.77 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.59%
-$16,182.22 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.57%
-$1,152.9 
MDT Medtronic plc
-0.55%
-$2,470.08 
LRCX Lam Research Corporation
-0.54%
-$1,947.75 
MMM 3M Company
-0.54%
-$2,395.9 
ITW Illinois Tool Works Inc.
-0.53%
-$2,092.83 
ABBV AbbVie Inc.
-0.53%
-$44,052.14 
VWO Vanguard FTSE Emerging Markets ETF
-0.53%
-$11,404.01 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.52%
-$1,467.4 
EQT EQT Corporation
-0.5%
-$1,038.42 
VTV Vanguard Value ETF
-0.47%
-$32,661.3 
SCHF Schwab International Equity ETF
-0.47%
-$6,028.1 
IXUS iShares Core International Stock ETF
-0.46%
-$26,539.48 
VEU Vanguard FTSE All-World ex-US ETF
-0.45%
-$1,023.42 
FIBK First Interstate Bancsystem Inc.
-0.44%
-$966.28 
LIN Linde plc
-0.43%
-$3,716.94 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$5,371.8 
EFA iShares MSCI EAFE ETF
-0.41%
-$9,433.98 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$2,030.54 
META Meta Platforms Inc Class A
-0.39%
-$4,369.98 
PEP PepsiCo, Inc.
-0.38%
-$7,822.65 
DVY iShares Select Dividend ETF
-0.37%
-$4,968.52 
EEM iShares MSCI Emerging Markets ETF
-0.36%
-$3,122.53 
NSC Norfolk Southern Corporation
-0.35%
-$1,698.81 
KO The Coca-Cola Company
-0.34%
-$5,366.1 
TNGY Tortoise Energy Fund, Inc.
-0.29%
-$3,641.76 
PCG PG&E Corporation
-0.29%
-$20 
CEF Sprott Physical Gold and Silver Trust
-0.27%
-$600.72 
AIG American International Group Inc.
-0.27%
-$35.7 
PM Philip Morris International Inc.
-0.27%
-$1,994.5 
NVS Novartis AG Sponsored ADR
-0.26%
-$1,474 
EFV iShares MSCI EAFE Value ETF
-0.26%
-$777.62 
NI NiSource Inc.
-0.23%
-$50.9 
VNQ Vanguard Real Estate ETF
-0.15%
-$702.9 
PSX Phillips 66
-0.14%
-$603.3 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.1%
-$252.18 
TRNO Terreno Realty Corporation
-0.07%
-$154.4 
BDX Becton, Dickinson and Company
-0.05%
-$255.54 
ALL Allstate Corporation
-0.05%
-$214.66 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.04%
-$212.41 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3245 | Longs Won 1640/3245 50% | Profit Factor 1.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $244,307.52 |
| Average Win $81,360.93 | Best Trade (Aug 27) $6.56M | Sharpe Ratio -2.91 |
| Average Loss -$46,165.66 | Worst Trade (Sep 29) -$2.58M | Z-Score -13.16 (100%) |
| Commissions $0 | Avg. Trade Length 2y 11m 3w 6d | Expectancy $18,154.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,410 | 5,769 | 5,128 | 4,487 | 3,846 | 3,205 | 2,564 | 1,923 | 1,282 | 641 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0266 026609107 | 370 | $21,565.5 | $22,714.63 | - | $1,149.13 | 5.33% | +5.329% |
| 1667 166751107 | 300 | $25,431.57 | $25,431.57 | - | - | - | 0.0 |
| 2044 204493100 | 1,510 | $23,135.05 | $23,135.05 | - | - | - | 0.0 |
| 2166 216669101 | 150 | $6,291.79 | $6,291.79 | - | - | - | 0.0 |
| 2470 247025109 | 200 | $5,346.45 | $5,346.45 | - | - | - | 0.0 |
| 2643 264324104 | 1,424 | $17,000 | $17,000 | - | - | - | 0.0 |
| 2839 283905107 | 1,000 | $72,000 | $72,000 | - | - | - | 0.0 |
| 3373 337358105 | 450 | $15,000 | $15,000 | - | - | - | 0.0 |
| 6040 604059105 | 3,028 | $347,510.57 | $358,313.33 | - | $10,802.76 | 3.11% | -1.832% |
| 7181 718154107 | 500 | $19,775.7 | $19,775.7 | - | - | - | 0.0 |
| 7185 718507106 | 18,060 | $1.04M | $933,548.04 | - | -$102,391.49 | -9.88% | -9.334% |
| 7453 745332106 | 400 | $42,000 | $42,000 | - | - | - | 0.0 |
| 8816 881694103 | 5,600 | $62,000 | $62,000 | - | - | - | 0.0 |
| 8959 895953107 | 230 | $2,000 | $2,000 | - | - | - | 0.0 |
| 9029 902973106 | 7,664 | $167,000 | $167,000 | - | - | - | 0.0 |
| 9575 957550106 | 5,240 | $90,000 | $90,000 | - | - | - | 0.0 |
| 9594 959425109 | 4,131 | $40,000 | $40,000 | - | - | - | 0.0 |
| AAPL Apple Inc. | 56,498 | $16.35M | $17.48M | - | $1.13M | 6.92% | +1.964% |
| AB AllianceBernstein Holding L.P. | 7,000 | $246,540 | $259,490 | - | $12,950 | 5.25% | +0.216% |
| ABBV AbbVie Inc. | 33,886 | $8.53M | $8.26M | - | -$265,666.2 | -3.12% | -0.53% |
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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: Microsoft Corp - $8.46M, Johnson & Johnson - $6.84M, General Electric Company - $6.01M, Costco Wholesale Corporation - $5.33M, and Automatic Data Processing Inc - $4.81M. 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: Fannie Mae - $1.47M, EDS - $1.22M, SBC - $939,122.42, 718154107 - $792,099.51, and Micron Technology, Inc - $764,434.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matt Coyne's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.75M earned over time. The largest contributors to dividend income include General Electric Company - $8.76M, Johnson & Johnson - $1.95M, PepsiCo, Inc - $1.41M, Union Pacific Corporation - $1.16M, and Microsoft Corp - $1.15M. 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 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.
