Matthew B. Boersen Portfolio
Invests via Straight Path Wealth Management | Managed by Matthew B. Boersen
Invests via Straight Path Wealth Management
Managed by Matthew B. Boersen
Automatically Tracked
Matthew B. Boersen Profile
With a background in corporate finance and strategic development, Matthew B. Boersen has carved out a significant niche as an innovative entrepreneur within the tech sector. His journey encompasses founding multiple successful startups that leverage cutting-edge technology to streamline business operations and enhance consumer engagement. An active participant in venture capital circles, he fosters partnerships between emerging companies and established investors, facilitating growth-oriented collaborations. Matthew's insights into market dynamics help shape investment decisions across the technology landscape, making him a relevant figure for those seeking to navigate this ever-evolving field.
With a background in corporate finance and strategic development, Matthew B. Boersen has carved out a significant niche as an innovative entrepreneur within the tech sector. His journey encompasses founding multiple successful startups that leverage cutting-edge technology to streamline business operations and enhance consumer engagement. An active participant in venture capital circles, he fosters partnerships between emerging companies and established investors, facilitating growth-oriented collaborations. Matthew's insights into market dynamics help shape investment decisions across the technology landscape, making him a relevant figure for those seeking to navigate this ever-evolving field.
Investment Philosophy & Strategy
Innovation plays a crucial role in shaping the investment approach of Matthew B. Boersen, whose entrepreneurial experience drives his keen insight into technology markets. His focus lies in identifying transformative startups that harness advanced solutions to disrupt traditional business models. By fostering synergies between nascent enterprises and seasoned investors, he positions himself as a catalyst for growth and strategic advancement. With a profound understanding of tech sector dynamics, he emphasizes nurturing ventures that prioritize scalability and operational efficiency. This orientation allows him to spot emerging trends early on while championing initiatives designed for long-term success.
Innovation plays a crucial role in shaping the investment approach of Matthew B. Boersen, whose entrepreneurial experience drives his keen insight into technology markets. His focus lies in identifying transformative startups that harness advanced solutions to disrupt traditional business models. By fostering synergies between nascent enterprises and seasoned investors, he positions himself as a catalyst for growth and strategic advancement. With a profound understanding of tech sector dynamics, he emphasizes nurturing ventures that prioritize scalability and operational efficiency. This orientation allows him to spot emerging trends early on while championing initiatives designed for long-term success.
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:
46.71%
Gain -0.32%
Monthly
0.18%
Yearly
2.13%
Drawdown
32.18%
$437.17M
Equity
Holdings
$437.17M
Investment
$397.29M
$37.58M
Profit -$1.14M
Realized
-$2.32M
Unrealized
$39.9M
Dividends
$21.71M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$1.14M
Win %
52%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$89,996.64
Win %
52%
This Month
Compared to last month
Gain
-0.82%
Profit
-$3.63M
Win %
52%
This Year
Compared to last year
Gain
-0.83%
Profit
-$3.64M
Win %
53%
CRWD CrowdStrike Holdings, Inc.
+8.25%
+$22,024.87 
S Safe & Green Holdings Corp.
+6.67%
+$30,150 
RBRK Rubrik Inc. Class A Common Stock
+6.62%
+$32,119.8 
TEM Tempus AI Inc Class A Common Stock
+5.96%
+$15,029.75 
DVN Devon Energy Corporation
+4.49%
+$11,861.07 
HACK Amplify Cybersecurity ETF
+4.16%
+$11,063.15 
ONDS Ondas Inc.
+2.99%
+$1,989 
XLE State Street Energy Select Sector SPDR ETF
+2.6%
+$11,700.48 
LUMN Lumen Technologies, Inc.
+2.47%
+$4,400.55 
MU Micron Technology Inc.
+2.46%
+$4,464.72 
HARD Simplify Commodities Strategy No K-1 ETF
+2.02%
+$8,046 
SPCX Space Exploration Technologies Corp. Class A
+1.89%
+$101,415.99 
AMD Advanced Micro Devices Inc.
+1.74%
+$4,438.85 
LYB LyondellBasell Industries N.V.
+1.65%
+$15,124.32 
CSCO Cisco Systems, Inc.
+1.53%
+$3,978.31 
ABT Abbott Laboratories
+1.16%
+$6,471.22 
COHR Coherent Corp.
+0.71%
+$4,798.08 
MSFT Microsoft Corporation Common Stock
+0.66%
+$5,529.15 
ONB Old National Bancorp
+0.64%
+$5,036.16 
DVYE iShares Emerging Markets Dividend ETF
+0.63%
+$1,397 
XLK State Street Technology Select Sector SPDR ETF
+0.49%
+$2,640.63 
IBHL iShares iBonds 2032 Term High Yield and Income ETF
+0.39%
+$6,073.66 
IVR Invesco Mortgage Capital Inc.
+0.36%
+$1,770 
IONQ IonQ, Inc.
+0.35%
+$2,575.21 
SIRI Sirius XM Holdings Inc.
+0.33%
+$1,092.33 
MTUM iShares MSCI USA Momentum Factor ETF
+0.3%
+$64,469.68 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.28%
+$10,195.36 
IBHM iShares iBonds 2033 Term High Yield and Income ETF
+0.27%
+$662.15 
EAPR Innovator Emerging Markets Power Buffer ETF - April
+0.26%
+$954.23 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.24%
+$42,983.1 
EJAN Innovator Emerging Markets Power Buffer ETF - January
+0.2%
+$475.4 
ARKK ARK Innovation ETF
+0.16%
+$1,421.16 
ABBV AbbVie Inc.
+0.16%
+$2,041.7 
RAA SMI 3Fourteen REAL Asset Allocation ETF
+0.15%
+$853.19 
BIBL Inspire 100 ETF
+0.13%
+$294 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.13%
+$3,913.53 
XLRE State Street Real Estate Select Sector SPDR ETF
+0.12%
+$306.6 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.08%
+$795.2 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$8,798.1 
BOXX Alpha Architect 1-3 Month Box ETF
+0.06%
+$633.5 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.04%
+$1,178.49 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$294.21 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$527.08 
STIP iShares 0-5 Year TIPS Bond ETF
+0.03%
+$2,365.59 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$2,909.14 
BNDX Vanguard Total International Bond ETF
+0.02%
+$405.53 
GSY Invesco Ultra Short Duration ETF
+0.02%
+$132.29 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
PAPR Innovator U.S. Equity Power Buffer ETF - April
0%
$0 2523
25239Y147
0%
$0 
BE Bloom Energy Corp. Class A Common Stock
-11.24%
-$286,323.47 
CRDO Credo Technology Group Holding Ltd
-9.51%
-$109,134 
LXRX Lexicon Pharmaceuticals, Inc.
-4.7%
-$4,386.62 
RILY BRC Group Holdings Inc.
-4.05%
-$8,058 
CLS Celestica Inc.
-3.35%
-$21,240 
KO The Coca-Cola Company
-2.76%
-$6,225.21 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.92%
-$5,399.33 
XLC State Street Communication Services Select Sector SPDR ETF
-1.78%
-$4,352.89 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.66%
-$5,686.07 
BCSF Bain Capital Specialty Finance, Inc.
-1.66%
-$3,400 
VLO Valero Energy Corporation
-1.64%
-$5,411 
HOOD Robinhood Markets Inc. Class A Common Stock
-1.56%
-$13,144.55 
XLF State Street Financial Select Sector SPDR ETF
-1.32%
-$3,865.5 
PFE Pfizer Inc.
-1.28%
-$4,888.26 
XLI State Street Industrial Select Sector SPDR ETF
-1.27%
-$4,652.55 
SLV iShares Silver Trust
-1.26%
-$3,820.44 
GOOGL Alphabet Inc
-1.24%
-$5,786.44 
PM Philip Morris International Inc.
-1.12%
-$3,209.79 
XLV State Street Health Care Select Sector SPDR ETF
-1.11%
-$4,288.46 
SDY State Street SPDR S&P Dividend ETF
-0.96%
-$2,869.02 
META Meta Platforms Inc Class A
-0.96%
-$4,142.94 
AMZN Amazon.com Inc
-0.95%
-$3,253.46 
SCHW The Charles Schwab Corporation
-0.94%
-$1,804.28 
RR Richtech Robotics Inc. Class B Common Stock
-0.85%
-$132 
TBG TBG Dividend Focus ETF
-0.83%
-$1,939.2 
XLB State Street Materials Select Sector SPDR ETF
-0.73%
-$1,936.86 
XLU State Street Utilities Select Sector SPDR ETF
-0.72%
-$1,762.66 
VTV Vanguard Morningstar Value ETF
-0.66%
-$2,311.5 
ALH Alliance Laundry Holdings Inc.
-0.65%
-$9,359 
GLD SPDR Gold Shares
-0.65%
-$2,612.28 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.64%
-$571,237.65 
TSLA Tesla, Inc.
-0.63%
-$279,873.57 
PHYS Sprott Physical Gold Trust
-0.62%
-$4,189.5 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.61%
-$1,376 
NVDA NVIDIA Corporation
-0.59%
-$6,761.25 
INFQ Infleqtion Inc.
-0.57%
-$800 
IVV iShares Core S&P 500 ETF
-0.54%
-$32,119.21 
VOO Vanguard S&P 500 ETF
-0.53%
-$3,868.77 
IVW iShares S&P 500 Growth ETF
-0.53%
-$1,248.48 
SPY State Street SPDR S&P 500 ETF Trust
-0.52%
-$3,196.03 
TYA Simplify Intermediate Term Treasury Futures Strategy ETF
-0.52%
-$928.14 
IOCT Innovator International Developed Power Buffer ETF - October
-0.5%
-$1,397.83 
VTI Vanguard Total Stock Market ETF
-0.5%
-$2,179.17 
VBR Vanguard Small-Cap Value ETF
-0.5%
-$1,231.77 
DFIC Dimensional International Core Equity 2 ETF
-0.48%
-$202,314.24 
VUG Vanguard Morningstar Growth ETF
-0.47%
-$1,581.78 
IJAN Innovator International Developed Power Buffer ETF - January
-0.41%
-$1,429.67 
BUCK Simplify Treasury Option Income ETF
-0.39%
-$1,931.58 
SCHD Schwab U.S. Dividend Equity ETF
-0.37%
-$1,625.78 
ULTY YieldMax Ultra Option Income Strategy ETF
-0.35%
-$659.2 
IFEB Innovator International Developed Power Buffer ETF - February
-0.35%
-$1,675.96 
IMAR Innovator International Developed Power Buffer ETF - March
-0.35%
-$1,450.13 
IWM iShares Russell 2000 ETF
-0.33%
-$1,039.6 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.31%
-$694.07 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.31%
-$1,835.82 
VEA Vanguard FTSE Developed Markets ETF
-0.3%
-$703.92 
DFGP Dimensional Global Core Plus Fixed Income ETF
-0.3%
-$90,508.12 
IAPR Innovator International Developed Power Buffer ETF - April
-0.3%
-$1,781.3 
IBD Inspire Corporate Bond ETF
-0.3%
-$743.05 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.29%
-$1,666.02 
HDV iShares Core High Dividend ETF
-0.29%
-$6,029.28 
IJUL Innovator International Developed Power Buffer ETF - July
-0.29%
-$3,884.13 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.29%
-$1,288.56 
PNOV Innovator U.S. Equity Power Buffer ETF - November
-0.28%
-$1,103.7 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.28%
-$2,216.76 
IMTM iShares MSCI Intl Momentum Factor ETF
-0.28%
-$43,918.84 
PJUL Innovator U.S. Equity Power Buffer ETF - July
-0.26%
-$9,766.51 
BOCT Innovator U.S. Equity Buffer ETF - October
-0.26%
-$1,190.6 
ALAB Astera Labs, Inc.
-0.26%
-$4,125 
ISEP Innovator International Developed Power Buffer ETF - September
-0.25%
-$831.54 
PSEP Innovator U.S. Equity Power Buffer ETF - September
-0.23%
-$2,360.6 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.23%
-$10,351.08 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.23%
-$1,787.6 
BND Vanguard Total Bond Market ETF
-0.22%
-$11,724 
PMAR Innovator U.S. Equity Power Buffer ETF - March
-0.2%
-$1,634.98 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.2%
-$481.86 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.2%
-$464.74 
UTEN F/m US Treasury 10 Year Note ETF
-0.19%
-$638.24 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.19%
-$637.76 
MTBA Simplify MBS ETF
-0.17%
-$447.2 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.16%
-$7,465.1 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.15%
-$7,182.18 
ZSEP Innovator Equity Defined Protection ETF - 1 Yr September
-0.14%
-$359.44 
AAPL Apple Inc.
-0.14%
-$2,372.04 
YMAX YieldMax Universe Fund of Option Income ETFs
-0.14%
-$188.01 
IBHJ iShares iBonds 2030 Term High Yield and Income ETF
-0.14%
-$2,827.37 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.13%
-$2,480.64 
IBHG iShares iBonds 2027 Term High Yield and Income ETF
-0.12%
-$3,624.65 
IBTK iShares iBonds Dec 2030 Term Treasury ETF
-0.1%
-$228.46 
RCS PIMCO Strategic Income Fund, Inc.
-0.1%
-$132 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$9,310.8 
KJUL Innovator U.S. Small Cap Power Buffer ETF - July
-0.08%
-$611.08 
IBTJ iShares iBonds Dec 2029 Term Treasury ETF
-0.07%
-$449.48 
EJUL Innovator Emerging Markets Power Buffer ETF - July
-0.07%
-$502.6 
IBTH iShares iBonds Dec 2027 Term Treasury ETF
-0.04%
-$465.51 
IBHH iShares iBonds 2028 Term High Yield and Income ETF
-0.04%
-$1,395.75 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$282.89 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.04%
-$281.78 
ACII Innovator Index Autocallable Income Strategy ETF
-0.04%
-$94 
KAPR Innovator U.S. Small Cap Power Buffer ETF - April
-0.04%
-$242.81 
ZAUG Innovator Equity Defined Protection ETF - 1 Yr August
-0.04%
-$89.7 
IBTI iShares iBonds Dec 2028 Term Treasury ETF
-0.02%
-$169.85 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$158.57 
IBHK iShares iBonds 2031 Term High Yield and Income ETF
-0.02%
-$347.07 
QQQ Invesco QQQ Trust, Series 1
-0.01%
-$20.44 Events
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Dividends
Dividend Analysis
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| Trades 1516 | Longs Won 796/1516 52% | Profit Factor 3.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $475,026.37 |
| Average Win $108,418.47 | Best Trade (Oct 24) $13.02M | Sharpe Ratio -9.22 |
| Average Loss -$35,325.3 | Worst Trade (Dec 31) -$2.93M | Z-Score -9.61 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $24,788.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y147 | 349,304 | $8,439.18 | $8,439.18 | - | - | - | 0.0 |
| AAPL Apple Inc. | 4,841 | $1.14M | $1.68M | - | $539,200.13 | 47.13% | -0.141% |
| ABBV AbbVie Inc. | 4,537 | $1.05M | $1.3M | - | $242,831.2 | 23.06% | +0.158% |
| ABT Abbott Laboratories | 5,438 | $710,270.24 | $563,920.6 | - | -$146,349.64 | -20.6% | +1.161% |
| ACII Innovator Index Autocallable Income Strategy ETF | 9,400 | $238,788.2 | $238,384 | - | -$404.2 | -0.17% | -0.039% |
| ALAB Astera Labs, Inc. | 6,250 | $565,125 | $1.61M | - | $1.04M | 184.41% | -0.256% |
| ALH Alliance Laundry Holdings Inc. | 66,850 | $1.42M | $1.42M | - | - | - | -0.653% |
| AMD Advanced Micro Devices Inc. | 501 | $294,151.75 | $258,911.78 | - | -$35,239.97 | -11.98% | +1.744% |
| AMZN Amazon.com Inc | 1,367 | $340,588.04 | $339,016 | - | -$1,572.04 | -0.46% | -0.951% |
| ARKK ARK Innovation ETF | 10,932 | $784,559.07 | $896,314.68 | - | $111,755.61 | 14.24% | +0.159% |
| BCSF Bain Capital Specialty Finance, Inc. | 20,000 | $220,800 | $201,400 | - | -$19,400 | -8.79% | -1.66% |
| BE Bloom Energy Corp. Class A Common Stock | 11,701 | $2.18M | $2.26M | - | $79,115.26 | 3.62% | -11.237% |
| BIBL Inspire 100 ETF | 4,200 | $186,762.58 | $221,424 | - | $34,661.42 | 18.56% | +0.133% |
| BND Vanguard Total Bond Market ETF | 73,275 | $5.36M | $5.22M | - | -$138,931.53 | -2.59% | -0.224% |
| BNDX Vanguard Total International Bond ETF | 40,553 | $1.97M | $1.92M | - | -$58,179.07 | -2.95% | +0.021% |
| BOCT Innovator U.S. Equity Buffer ETF - October | 8,438 | $383,526.95 | $464,005.62 | - | $80,478.67 | 20.98% | -0.256% |
| BOXX Alpha Architect 1-3 Month Box ETF | 9,050 | $1.04M | $1.07M | - | $38,001.74 | 3.67% | +0.059% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 486,919 | $9.51M | $9.49M | - | -$12,199.95 | -0.13% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 586,540 | $11.53M | $11.46M | - | -$62,883.82 | -0.55% | +0.077% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 581,829 | $11.92M | $11.73M | - | -$184,832.25 | -1.55% | +0.025% |
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FAQ
Which stocks have generated the highest profits for Matthew B. Boersen?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $11.2M, Tesla, Inc - $5.9M, iShares MSCI USA Momentum Factor ETF - $3.68M, Dimensional International Core Equity 2 ETF - $3.3M, and Palantir Technologies Inc. Class A Common Stock - $1.98M. 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: Meta Platforms Inc Class A - $2.95M, BRC Group Holdings Inc - $1.71M, Quadratic Interest Rate Volatility and Inflation Hedge ETF - $1.13M, State Street SPDR Portfolio Developed World ex-US ETF - $1.04M, and Walgreens Boots Alliance Inc - $661,349.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew B. Boersen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.71M earned over time. The largest contributors to dividend income include Dimensional International Core Equity 2 ETF - $1.88M, Dimensional U.S. Core Equity 2 ETF - $1.64M, Dimensional Global Core Plus Fixed Income ETF - $1.33M, iShares MSCI Intl Momentum Factor ETF - $1.14M, and Invesco BulletShares 2026 Corporate Bond ETF - $967,462.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew B. Boersen's monthly returns?
Matthew B. Boersen's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Matthew B. Boersen's strategy be considered aggressive or moderate?
Matthew B. Boersen's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Matthew B. Boersen's strategy?
Matthew B. Boersen'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.
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