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:
22.86%
Gain -0.15%
Monthly
0.14%
Yearly
1.74%
Drawdown
32.57%
$406.69M
Equity
Holdings
$406.69M
Investment
$371.27M
$31.57M
Profit -$481,952.11
Realized
-$3.85M
Unrealized
$35.42M
Dividends
$20.16M
Goals
Avg. 38% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$481,952.11
Win %
50%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$481,952.11
Win %
50%
This Month
Compared to last month
Gain
-4.86%
Profit
-$20.78M
Win %
50%
This Year
Compared to last year
Gain
-4.86%
Profit
-$20.78M
Win %
51%
RBRK Rubrik, Inc.
+2.16%
+$6,351.6 
VZ Verizon Communications Inc.
+2.03%
+$5,951.14 
MSFT Microsoft Corp.
+1.94%
+$7,629.39 
AAPL Apple Inc.
+1.17%
+$14,898.7 
HOOD Robinhood Markets, Inc.
+0.78%
+$6,397.3 
TEM Tempus AI, Inc.
+0.52%
+$869 
CSCO Cisco Systems, Inc.
+0.35%
+$777.2 
VTV Vanguard Value ETF
+0.32%
+$1,078.69 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.29%
+$49,612.86 
CRDO Credo Technology Group Holding Ltd.
+0.15%
+$2,256.07 
YMAX YieldMax Universe Fund of Option Income ETFs
+0.14%
+$246.68 
IVR Invesco Mortgage Capital Inc.
+0.07%
+$297.5 
NVDA NVIDIA Corporation
+0.06%
+$459.76 
ABT Abbott Laboratories
+0.05%
+$271.46 
PFE Pfizer Inc.
+0.04%
+$540.64 
IBHL iShares iBonds 2032 HY Income ETF
+0.04%
+$491.63 
SLV iShares Silver Trust
+0.04%
+$119.94 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.03%
+$1,318.61 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$227.22 
VOO Vanguard S&P 500 ETF
+0.03%
+$155.37 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$130.09 
PLTR Palantir Technologies Inc.
+0.02%
+$359.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$34.21 
VO Vanguard Mid-Cap ETF
+0.01%
+$28.8 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$708.19 
GOOGL Alphabet Inc
+0.01%
+$22.98 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$320.38 
IWM iShares Russell 2000 ETF
+0.01%
+$22.59 
SDY SPDR S&P Dividend ETF
+0.01%
+$18.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.01%
+$19.12 
EJUL Innovator Emerging Markets Power Buffer ETF - July
0%
+$4.67 
RAA Smi 3fourteen Real Asset ETF
0%
+$7.44 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BOCT Innovator U.S. Equity Buffer ETF BOCT
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
CLS Celestica Inc.
0%
$0 
DFGP Dimensional Global Core Fixed Income Fund
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
EAPR Innovator Emerging Markets Power Buffer ETF - April
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EJAN Innovator Emerging Markets Power Buffer ETF
0%
-$0.6 
GLD SPDR Gold Shares
0%
$0 
HARD Simplify Commodities Strategy No K-1 ETF
0%
$0 
IAPR Innovator International Developed Power Buffer ETF
0%
$0 
IBD Inspire Corporate Bond ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
0%
$0 
IBHG iShares iBonds 2027 High Yield Income
0%
$0 
IBHH iShares iBonds 2028 Term High Yield ETF
0%
$0 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
0%
$0 
IBHJ iShares iBonds 2030 High Yield & Income ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
IBTJ iShares iBonds Dec 2029 Term Fund
0%
$0 
IBTK iShares iBonds Dec 2030 Treasury ETF
0%
$0 
IFEB Innovator International Developed Power Buffer ETF - February
0%
$0 
IJAN Innovator International Developed Power Buffer ETF - January
0%
+$0.72 
IJUL Innovator International Developed Power Buffer ETF
0%
$0 
IMAR Innovator International Developed Power Buffer ETF - March
0%
$0 
IMTM iShares MSCI International Momentum Factor ETF
0%
$0 
INFL Horizon Kinetics Inflation Beneficiaries ETF
0%
$0 
INFQ Infleqtion Inc.
0%
$0 
IOCT Innovator International Developed Power Buffer ETF – October
0%
$0 
IONQ IonQ, Inc.
0%
$0 
ISEP Innovator International Developed Power Buffer ETF – September
0%
-$0.96 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
KAPR Innovator U.S. Small Cap Power Buffer ETF
0%
$0 
KJUL Innovator U.S. Small Cap Power Buffer ETF
0%
$0 
LXRX Lexicon Pharmaceuticals, Inc.
0%
$0 
MTBA Simplify MBS ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
ONB Old National Bancorp
0%
$0 
ONDS Ondas Holdings Inc.
0%
$0 
PAPR Innovator U.S. Equity Power Buffer ETF April
0%
$0 
PAUG Innovator U.S. Equity Power Buffer ETF - August
0%
$0 
PFEB Innovator U.S. Equity Power Buffer ETF - February
0%
+$1.79 
PHYS Sprott Physical Gold Trust
0%
$0 
PJAN Innovator U.S. Equity Power Buffer ETF - January
0%
$0 
PJUL Innovator U.S. Equity Power Buffer ETF July
0%
$0 
PJUN Innovator U.S. Equity Power Buffer ETF - June
0%
$0 
PMAR Innovator U.S. Equity Power Buffer ETF
0%
$0 
PMAY Innovator U.S. Equity Power Buffer ETF - May
0%
$0 
PNOV Innovator U.S. Equity Power Buffer ETF – November
0%
$0 
POCT Innovator U.S. Equity Power Buffer ETF - October
0%
$0 
PSEP Innovator U.S. Equity Power Buffer ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RCS PIMCO Strategic Income Fund
0%
$0 
RILY BRC Group Holdings, Inc.
0%
$0 
S SentinelOne Inc.
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SIRI Sirius XM Holdings Inc.
0%
$0 
TUA Simplify Short Term Treasury Futures Strategy ETF
0%
$0 
TYA Simplify Intermediate Term Treasury ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
AMD Advanced Micro Devices, Inc.
-5.17%
-$10,800 
DVN Devon Energy Corporation
-4.17%
-$9,776.01 
COHR Coherent Corp.
-3.92%
-$34,902.03 
BP BP p.l.c. Sponsored ADR
-3.45%
-$22,650 
RR Richtech Robotics Inc.
-3.23%
-$710 
LYB LyondellBasell Industries N.V.
-2.82%
-$28,900 
CRWD CrowdStrike Holdings, Inc.
-1.73%
-$3,360.2 
LUMN Lumen Technologies Inc.
-1.26%
-$3,200 
TSLA Tesla, Inc.
-1.22%
-$451,084.83 
ABBV AbbVie Inc.
-0.94%
-$10,779.88 
META Meta Platforms Inc Class A
-0.22%
-$674.52 
DVYE iShares Emerging Markets Dividend ETF
-0.12%
-$314 
BIBL Inspire 100 ETF
-0.11%
-$262.5 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.07%
-$452.69 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$5,595.55 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.05%
-$159.44 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$268.38 
HDV iShares Core High Dividend ETF
-0.04%
-$621.43 
XLRE The Real Estate Select Sector SPDR Fund
-0.02%
-$59.65 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$52.34 
DFAR Dimensional US Real Estate ETF
-0.02%
-$1,649.15 
XLP Consumer Staples Select Sector SPDR Fund
-0.02%
-$44.7 
ARKK ARK Innovation ETF Fund
-0.01%
-$101.86 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.01%
-$9,419.11 
PM Philip Morris International Inc.
-0.01%
-$26.08 
XLB Materials Select Sector SPDR Fund
-0.01%
-$24.06 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$30.33 
XLI Industrial Select Sector SPDR Fund
-0.01%
-$21.15 
IBHK iShares iBonds 2031 Term High Yield and Income ETF
0%
-$19.57 Events
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Dividends
Dividend Analysis
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| Trades 1379 | Longs Won 694/1379 50% | Profit Factor 3.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $459,320.3 |
| Average Win $112,905.65 | Best Trade (Jul 28) $12.17M | Sharpe Ratio -9.12 |
| Average Loss -$34,565.39 | Worst Trade (Dec 31) -$2.93M | Z-Score -10.18 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $22,893.74 |
| 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
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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 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 - $679,151.16. 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 $20.16M 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 - $903,507.19. 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.
