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:
29.67%
Gain +1.21%
Monthly
0.23%
Yearly
2.75%
Drawdown
32.18%
$421.41M
Equity
Holdings
$421.41M
Investment
$371.27M
$46.73M
Profit +$4.04M
Realized
-$3.4M
Unrealized
$50.14M
Dividends
$20.68M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.21%
Profit
$4.04M
Win %
56%
This Week
Compared To Last Week
Gain
1.4%
Profit
$5.83M
Win %
56%
This Month
Compared to last month
Gain
-0.12%
Profit
-$483,573.78
Win %
56%
This Year
Compared to last year
Gain
-1.42%
Profit
-$6.06M
Win %
56%
GOOGL Alphabet Inc
+6.73%
+$17,212.02 
COHR Coherent Corp.
+5.55%
+$43,564.54 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$72,125.06 
S SentinelOne Inc.
+3.59%
+$13,199.98 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$10,489.49 
META Meta Platforms Inc Class A
+3.28%
+$9,034.48 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$5,978.4 
MSFT Microsoft Corp.
+3.02%
+$14,042.21 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$41,665.56 
NVDA NVIDIA Corporation
+2.93%
+$21,875.04 
LYB LyondellBasell Industries N.V.
+2.71%
+$27,880.03 
BP BP p.l.c. Sponsored ADR
+2.26%
+$15,000 
DVN Devon Energy Corporation
+2.17%
+$4,992 
CSCO Cisco Systems, Inc.
+2.14%
+$4,721.49 
RILY BRC Group Holdings, Inc.
+2.14%
+$6,570 
IONQ IonQ, Inc.
+1.87%
+$5,634.7 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,527.5 
VZ Verizon Communications Inc.
+1.52%
+$4,431.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,999.36 
VUG Vanguard Growth ETF
+1.1%
+$3,649.32 
RBRK Rubrik, Inc.
+1.09%
+$3,135.6 
XLE Energy Select Sector SPDR Fund
+1%
+$3,811.4 
ONB Old National Bancorp
+0.87%
+$7,238.79 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$3,063.85 
BIBL Inspire 100 ETF
+0.8%
+$1,799.98 
TSLA Tesla, Inc.
+0.76%
+$279,409.83 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,341.44 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,442.08 
IVV iShares Core S&P 500 ETF
+0.69%
+$37,888 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.68%
+$3,045.22 
PLTR Palantir Technologies Inc.
+0.65%
+$14,367.16 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,807.08 
HARD Simplify Commodities Strategy No K-1 ETF
+0.65%
+$2,035.08 
EAPR Innovator Emerging Markets Power Buffer ETF - April
+0.61%
+$2,071.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,852.7 
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.5%
+$3,500.7 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.49%
+$1,867.8 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.46%
+$1,070.8 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$72,164.16 
EJAN Innovator Emerging Markets Power Buffer ETF
+0.42%
+$908.72 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$3,217.68 
PFE Pfizer Inc.
+0.4%
+$5,406.4 
RCS PIMCO Strategic Income Fund
+0.39%
+$758 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$301,411.52 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$12,313.27 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$1,010.7 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$1,880.8 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$58,793.9 
YMAX YieldMax Universe Fund of Option Income ETFs
+0.27%
+$493.36 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.27%
+$587.29 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$3,412.86 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$2,146 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$1,473.66 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$827.16 
IBHJ iShares iBonds 2030 High Yield & Income ETF
+0.15%
+$2,966.76 
IBHK iShares iBonds 2031 Term High Yield and Income ETF
+0.14%
+$2,348.28 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$189 
ABT Abbott Laboratories
+0.09%
+$488.61 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$530.18 
IBHG iShares iBonds 2027 High Yield Income
+0.04%
+$1,353.3 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$300.36 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$279.12 
HDV iShares Core High Dividend ETF
+0.04%
+$621.43 
IVR Invesco Mortgage Capital Inc.
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
RAA Smi 3fourteen Real Asset ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$93,911.6 
CLS Celestica Inc.
-6%
-$49,702.5 
SIRI Sirius XM Holdings Inc.
-4.36%
-$16,204.05 
LUMN Lumen Technologies Inc.
-2.74%
-$7,200 
ABBV AbbVie Inc.
-2.51%
-$28,584.46 
XLB Materials Select Sector SPDR Fund
-2.34%
-$5,822.52 
ARKK ARK Innovation ETF Fund
-2.28%
-$16,908.76 
SLV iShares Silver Trust
-2.13%
-$6,836.58 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,696.01 
PHYS Sprott Physical Gold Trust
-1.61%
-$10,525 
INFQ Infleqtion Inc.
-1.5%
-$2,175 
GLD SPDR Gold Shares
-1.49%
-$6,142.65 
RR Richtech Robotics Inc.
-1.39%
-$284 
LXRX Lexicon Pharmaceuticals, Inc.
-1.28%
-$1,879.98 
ONDS Ondas Holdings Inc.
-1.19%
-$994.5 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$2,494.92 
TEM Tempus AI, Inc.
-0.95%
-$1,659 
TYA Simplify Intermediate Term Treasury ETF
-0.73%
-$1,482.21 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,622.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,607.86 
BE Bloom Energy Corporation
-0.63%
-$7,205 
PM Philip Morris International Inc.
-0.61%
-$1,538.71 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,958.43 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$233,581.04 
DFAR Dimensional US Real Estate ETF
-0.52%
-$46,176.34 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$1,371.95 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,251.59 
IWM iShares Russell 2000 ETF
-0.47%
-$1,570.69 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$99,342.34 
IMAR Innovator International Developed Power Buffer ETF - March
-0.36%
-$1,493.58 
IJUL Innovator International Developed Power Buffer ETF
-0.33%
-$4,208.16 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$2,060.3 
MTBA Simplify MBS ETF
-0.31%
-$906 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.3%
-$2,372.2 
SDY SPDR S&P Dividend ETF
-0.28%
-$826.32 
VTV Vanguard Value ETF
-0.27%
-$909.17 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$12,174.63 
IJAN Innovator International Developed Power Buffer ETF - January
-0.26%
-$722.4 
BNDX Vanguard Total International Bond ETF
-0.23%
-$3,919.19 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$8,238.24 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,128.95 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$32,861.29 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$526.56 
IAPR Innovator International Developed Power Buffer ETF
-0.18%
-$979.6 
IBHL iShares iBonds 2032 HY Income ETF
-0.18%
-$2,212.34 
IBD Inspire Corporate Bond ETF
-0.17%
-$435.92 
IFEB Innovator International Developed Power Buffer ETF - February
-0.16%
-$792.27 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$6,593.02 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$349.77 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$478.32 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
-0.13%
-$3,850.86 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$5,455.24 
XLF Financial Select Sector SPDR Fund
-0.1%
-$367.74 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$572.56 
IBHH iShares iBonds 2028 Term High Yield ETF
-0.09%
-$2,866.48 
DVYE iShares Emerging Markets Dividend ETF
-0.09%
-$235.5 
IOCT Innovator International Developed Power Buffer ETF – October
-0.07%
-$163.77 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$1,129.14 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.06%
-$572.4 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$5,990.64 
ISEP Innovator International Developed Power Buffer ETF – September
-0.05%
-$182.02 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$5,595.55 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$3,540.95 
VO Vanguard Mid-Cap ETF
-0.05%
-$115.2 
HOOD Robinhood Markets, Inc.
-0.05%
-$345.8 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$323.25 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$212.12 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$301.78 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$399.06 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$268.38 
KAPR Innovator U.S. Small Cap Power Buffer ETF
-0.03%
-$202.92 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
-0.01%
-$249.72 Events
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Dividends
Dividend Analysis
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| Trades 1379 | Longs Won 744/1379 53% | Profit Factor 4.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $530,651.05 |
| Average Win $124,676.44 | Best Trade (Aug 14) $15.19M | Sharpe Ratio -9.03 |
| Average Loss -$35,806.91 | Worst Trade (Dec 31) -$2.93M | Z-Score -7.95 (100%) |
| Commissions $0 | Avg. Trade Length 12m 2d | Expectancy $33,890.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,830 | $807,477.64 | $1.18M | - | $375,647.66 | 46.52% | -7.354% |
| ABBV AbbVie Inc. | 4,418 | $1.02M | $1.11M | - | $86,664.6 | 8.48% | -2.513% |
| ABT Abbott Laboratories | 5,429 | $709,380.77 | $573,845.3 | - | -$135,535.47 | -19.11% | +0.085% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 6,250 | $565,125 | $1.95M | - | $1.38M | 244.2% | +3.851% |
| AMD Advanced Micro Devices, Inc. | 400 | $232,363.99 | $190,460 | - | -$41,903.99 | -18.03% | -1.904% |
| ARKK ARK Innovation ETF Fund | 10,186 | $718,090.47 | $725,650.64 | - | $7,560.17 | 1.05% | -2.277% |
| BE Bloom Energy Corporation | 5,500 | $465,135 | $1.13M | - | $666,820 | 143.36% | -0.632% |
| BIBL Inspire 100 ETF | 4,186 | $186,005.74 | $228,011.42 | - | $42,005.68 | 22.58% | +0.796% |
| BND Vanguard Total Bond Market Index Fund | 64,077 | $4.71M | $4.63M | - | -$82,590.12 | -1.75% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 35,629 | $1.74M | $1.7M | - | -$40,712.05 | -2.34% | -0.23% |
| BOCT Innovator U.S. Equity Buffer ETF BOCT | 8,459 | $384,481.4 | $452,048.96 | - | $67,567.56 | 17.57% | +0.678% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 7,574 | $862,032.62 | $891,459.8 | - | $29,427.18 | 3.41% | +0.06% |
| BP BP p.l.c. Sponsored ADR | 15,000 | $489,750 | $678,300 | - | $188,550 | 38.5% | +2.261% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 501,253 | $9.79M | $9.79M | - | $44.69 | - | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 556,563 | $10.94M | $10.91M | - | -$29,490.04 | -0.27% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 559,555 | $11.47M | $11.37M | - | -$98,880.81 | -0.86% | -0.049% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 599,064 | $11.25M | $11.08M | - | -$171,238.86 | -1.52% | -0.054% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 272,762 | $4.59M | $4.5M | - | -$83,438.04 | -1.82% | -0.121% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 263,721 | $4.37M | $4.28M | - | -$91,927.13 | -2.1% | -0.154% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 183,072 | $3.8M | $3.7M | - | -$101,161.64 | -2.66% | -0.222% |
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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 - $11.01M, Tesla, Inc - $5.9M, iShares MSCI USA Momentum Factor ETF - $3.63M, Dimensional International Core Equity Market ETF - $3.11M, and Palantir Technologies Inc - $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, 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 $20.68M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $1.69M, Dimensional U.S. Core Equity 2 ETF - $1.45M, Dimensional Global Core Fixed Income Fund - $1.3M, iShares MSCI International Momentum Factor ETF - $1.14M, and Invesco BulletShares 2026 Corporate Bond ETF - $934,584.88. 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.
