MBB
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:
38.96%
Gain +1.95%
Monthly
0.27%
Yearly
3.27%
Drawdown
28.39%
$406.41M
Equity
Holdings
$406.41M
Investment
$327.75M
$75.03M
Profit +$8.65M
Realized
-$3.62M
Unrealized
$78.66M
Dividends
$19.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.95%
Profit
$8.65M
Win %
67%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$5.42M
Win %
67%
This Month
Compared to last month
Gain
-1.42%
Profit
-$5.86M
Win %
67%
This Year
Compared to last year
Gain
1.78%
Profit
$8.93M
Win %
67%
CRDO Credo Technology Group Holding Ltd.
+11.84%
+$202,536.07 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+11.14%
+$230,437.56 
HOOD Robinhood Markets, Inc.
+6.73%
+$50,227.45 
BE Bloom Energy Corporation
+6.48%
+$83,517.5 
CLS Celestica Inc.
+6.28%
+$53,532.98 
SLV iShares Silver Trust
+5.68%
+$15,366.3 
RR Richtech Robotics Inc.
+4.77%
+$1,491 
MTUM iShares MSCI USA Momentum Factor ETF
+4.67%
+$1.08M 
TSLA Tesla, Inc.
+4.64%
+$2.1M 
SHLD Global X Defense Tech ETF
+4.43%
+$8,004 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+4.34%
+$773,334.12 
ROK Rockwell Automation, Inc.
+4.13%
+$16,934.89 
IMTM iShares MSCI International Momentum Factor ETF
+4.01%
+$604,627 
XLK State Street Technology Select Sector SPDR ETF
+3.85%
+$17,625.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.67%
+$8,638.02 
YMAX YieldMax Universe Fund of Option Income ETFs
+3.6%
+$8,059.7 
ULTY YieldMax Ultra Option Income Strategy ETF
+3.43%
+$7,311.15 
XLI Industrial Select Sector SPDR Fund
+3.25%
+$10,553.08 
ARKK ARK Innovation ETF Fund
+3.23%
+$23,564.58 
GLD SPDR Gold Shares
+3.17%
+$12,914.57 
PHYS Sprott Physical Gold Trust
+3.05%
+$24,575.36 
IWM iShares Russell 2000 ETF
+3.05%
+$9,706.71 
BIBL Inspire 100 ETF
+2.8%
+$7,794.4 
DFIC Dimensional International Core Equity Market ETF
+2.65%
+$1.02M 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.59%
+$6,574.4 
CSCO Cisco Systems, Inc.
+2.56%
+$11,545.92 
COHR Coherent Corp.
+2.42%
+$27,058.5 
LUMN Lumen Technologies Inc.
+2.36%
+$7,800 
DVYE iShares Emerging Markets Dividend ETF
+2.33%
+$5,889 
NVDA NVIDIA Corporation
+2.33%
+$17,866.95 
PFE Pfizer Inc.
+2.29%
+$31,627.44 
EAPR Innovator Emerging Markets Power Buffer ETF - April
+2.07%
+$6,899.24 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.95%
+$4,647.17 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.91%
+$1.49M 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.9%
+$4,158.2 
VUG Vanguard Growth ETF
+1.89%
+$6,199.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$6,459.74 
TYA Simplify Intermediate Term Treasury ETF
+1.85%
+$4,177.79 
VO Vanguard Mid-Cap ETF
+1.85%
+$4,132.8 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$10,604.73 
IVV iShares Core S&P 500 ETF
+1.77%
+$83,786.03 
VOO Vanguard S&P 500 ETF
+1.77%
+$9,696.02 
VTV Vanguard Value ETF
+1.69%
+$5,497.82 
IMAR Innovator International Developed Power Buffer ETF - March
+1.59%
+$6,449.55 
IAPR Innovator International Developed Power Buffer ETF
+1.54%
+$7,694.39 
IJAN Innovator International Developed Power Buffer ETF - January
+1.53%
+$3,914.19 
AAPL Apple Inc.
+1.41%
+$15,946.84 
ISEP Innovator International Developed Power Buffer ETF – September
+1.41%
+$4,568.7 
IJUL Innovator International Developed Power Buffer ETF
+1.4%
+$16,977.48 
IVR Invesco Mortgage Capital Inc.
+1.33%
+$5,565 
RAA Smi 3fourteen Real Asset ETF
+1.31%
+$7,186.12 
ONB Old National Bancorp
+1.29%
+$9,914 
RILY BRC Group Holdings, Inc.
+1.22%
+$4,458.84 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+1.22%
+$11,437.52 
KAPR Innovator U.S. Small Cap Power Buffer ETF
+1.1%
+$6,606.89 
LXRX Lexicon Pharmaceuticals, Inc.
+1.06%
+$1,253.32 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+1.06%
+$4,688.75 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.96%
+$2,195.14 
SDY SPDR S&P Dividend ETF
+0.88%
+$2,541.89 
SCHD Schwab U.S. Dividend Equity ETF
+0.87%
+$3,458.84 
XLV Health Care Select Sector SPDR Fund
+0.86%
+$1,877.03 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.86%
+$5,678.23 
DFGP Dimensional Global Core Fixed Income Fund
+0.81%
+$215,115.56 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.8%
+$1,695.53 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.79%
+$4,351.27 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.77%
+$2,855.19 
IFEB Innovator International Developed Power Buffer ETF - February
+0.74%
+$3,473.81 
XLF Financial Select Sector SPDR Fund
+0.73%
+$1,738.12 
PLTR Palantir Technologies Inc.
+0.71%
+$16,376.19 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.7%
+$5,327.05 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.68%
+$5,240.64 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
+0.67%
+$1,342.64 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.65%
+$1,851.31 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.61%
+$22,441.5 
BNDX Vanguard Total International Bond ETF
+0.59%
+$4,699.94 
IBHJ iShares iBonds 2030 High Yield & Income ETF
+0.59%
+$11,462.56 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.58%
+$3,904.68 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.57%
+$5,579.6 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$12,447.51 
IBD Inspire Corporate Bond ETF
+0.57%
+$2,644.65 
IBHL iShares iBonds 2032 HY Income ETF
+0.52%
+$6,294.39 
ABT Abbott Laboratories
+0.51%
+$2,497.04 
MTBA Simplify MBS ETF
+0.49%
+$1,449.6 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.49%
+$21,016.96 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.46%
+$5,809.63 
VZ Verizon Communications Inc.
+0.41%
+$1,149.31 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.39%
+$1,355.24 
RCS PIMCO Strategic Income Fund
+0.36%
+$798 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.36%
+$16,303.86 
GOOGL Alphabet Inc
+0.35%
+$1,035 
EC Ecopetrol S.A. Sponsored ADR
+0.34%
+$550 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.33%
+$651.62 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.3%
+$1,927.58 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.28%
+$1,217.64 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.27%
+$1,948.96 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.27%
+$29,311.25 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.26%
+$8,755.62 
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.24%
+$1,595.66 
DFAR Dimensional US Real Estate ETF
+0.23%
+$19,325.76 
KJUL Innovator U.S. Small Cap Power Buffer ETF
+0.22%
+$1,776.57 
IBTI iShares iBonds Dec 2028 Term ETF
+0.18%
+$1,258.76 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.18%
+$948.96 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.15%
+$16,174.98 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.13%
+$4,010.16 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.13%
+$3,545.43 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.13%
+$3,496.44 
BUCK Simplify Treasury Option Income ETF
+0.11%
+$591.02 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$6,676.1 
IBHG iShares iBonds 2027 High Yield Income
+0.07%
+$1,913.64 
ABBV AbbVie Inc.
+0.06%
+$621.6 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$5,417.76 
IBTH iShares iBonds Dec 2027 Term
+0.04%
+$433.5 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$189.15 
BSCQ Invesco BulletShares 2026 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 
IBHK iShares iBonds 2031 Term High Yield and Income ETF
0%
$0 
SIRI
0%
$0 
DVN Devon Energy Corporation
-4.18%
-$9,750 
LYB LyondellBasell Industries N.V.
-2.86%
-$31,705 
XLE Energy Select Sector SPDR Fund
-1.99%
-$6,926.36 
MSFT Microsoft Corp.
-1.81%
-$7,441.64 
PM Philip Morris International Inc.
-1.07%
-$2,555.84 
BP BP p.l.c. Sponsored ADR
-0.65%
-$4,200 
HARD Simplify Commodities Strategy No K-1 ETF
-0.46%
-$1,463.47 
META Meta Platforms Inc Class A
-0.4%
-$1,170.18 
S SentinelOne Inc.
-0.37%
-$1,100 
HDV iShares Core High Dividend ETF
-0.13%
-$1,604.75 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$152.4 Events
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Dividends
Dividend Analysis
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| Trades 1261 | Longs Won 734/1261 58% | Profit Factor 5.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $371,009.71 |
| Average Win $127,201.76 | Best Trade (Jun 11) $6.82M | Sharpe Ratio -3.43 |
| Average Loss -$34,787.1 | Worst Trade (Dec 31) -$2.93M | Z-Score 4.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 4d | Expectancy $59,503 |
| 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 | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
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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