Matthew Carney

Matthew Carney Portfolio

Invests via Nfj Investment Group LLC | Managed by John R. Mowrey, Paul A. Magnuson, R. Burns McKinney, Jeff N. Reed, J. Garth Reilly, Kris P. Marca
Invests via Nfj Investment Group LLC
Managed by John R. Mowrey, Paul A. Magnuson, R. Burns McKinney, Jeff N. Reed, J. Garth Reilly, Kris P. Marca
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Matthew Carney Profile

Matthew Carney is a distinguished leader in the technology sector, recognized for his entrepreneurial achievements and innovative ventures. With an extensive background in developing cutting-edge software solutions, he has played a pivotal role in driving growth within emerging markets. His expertise encompasses not only operational leadership but also strategic partnerships that enhance product development cycles. Leveraging deep industry insights, Matthew focuses on addressing market needs through transformative digital experiences. He is particularly noted for spearheading initiatives that bridge technology with consumer engagement, making him an influential figure in shaping the landscape of tech entrepreneurship.

Matthew Carney is a distinguished leader in the technology sector, recognized for his entrepreneurial achievements and innovative ventures. With an extensive background in developing cutting-edge software solutions, he has played a pivotal role in driving growth within emerging markets. His expertise encompasses not only operational leadership but also strategic partnerships that enhance product development cycles. Leveraging deep industry insights, Matthew focuses on addressing market needs through transformative digital experiences. He is particularly noted for spearheading initiatives that bridge technology with consumer engagement, making him an influential figure in shaping the landscape of tech entrepreneurship.

Investment Philosophy & Strategy

Opportunity in the technology landscape is ripe for transformation through innovative digital solutions. Matthew Carney leverages his extensive background to drive strategic partnerships that not only enhance operational efficiencies but also respond directly to evolving consumer demands. His entrepreneurial spirit fuels a focus on emerging markets, enabling the development of impactful software that reshapes user experiences. By integrating cutting-edge technologies with insightful market understanding, he cultivates growth strategies poised to redefine industry standards and foster competitive advantages.

Opportunity in the technology landscape is ripe for transformation through innovative digital solutions. Matthew Carney leverages his extensive background to drive strategic partnerships that not only enhance operational efficiencies but also respond directly to evolving consumer demands. His entrepreneurial spirit fuels a focus on emerging markets, enabling the development of impactful software that reshapes user experiences. By integrating cutting-edge technologies with insightful market understanding, he cultivates growth strategies poised to redefine industry standards and foster competitive advantages.

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:
56.44%
Gain +1.33%
Monthly
0.86%
Yearly
10.8%
Drawdown
16.68%
$3.1B
Equity
Holdings
$3.1B
Investment
$2.41B
$1.89B
Profit +$38.75M
Realized
$1.19B
Unrealized
$696.4M
Dividends
$450.85M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
1.33%
Profit
$38.75M
Win %
74%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$5.34M
Win %
74%
This Month
Compared to last month
Gain
1.45%
Profit
$44.5M
Win %
74%
This Year
Compared to last year
Gain
6.89%
Profit
$200.17M
Win %
71%
Hewlett Packard Enterprise Company logo
HPE Hewlett Packard Enterprise Company
+9.17%
+$3.51M
Dell Technologies Inc. logo
DELL Dell Technologies Inc.
+7.97%
+$2.78M
Solaris Energy Infrastructure Inc. logo
SEI Solaris Energy Infrastructure Inc.
+7.45%
+$14,980.52
Cvr Energy Inc. logo
CVI Cvr Energy Inc.
+5.88%
+$228,042.79
Skyworks Solutions Inc. logo
SWKS Skyworks Solutions Inc.
+5.71%
+$654,848.35
Sterling Infrastructure, Inc. logo
STRL Sterling Infrastructure, Inc.
+5.68%
+$17,539.79
PBF Energy Inc. logo
PBF PBF Energy Inc.
+4.98%
+$272,951.04
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
+4.67%
+$940,983.44
Viavi Solutions Inc. logo
VIAV Viavi Solutions Inc.
+4.63%
+$97,971.63
nVent Electric plc logo
NVT nVent Electric plc
+4.07%
+$8,676.81
Intel Corporation logo
INTC Intel Corporation
+3.92%
+$590,879.43
GE Vernova Inc. logo
GEV GE Vernova Inc.
+3.71%
+$2.54M
Urban Outfitters Inc. logo
URBN Urban Outfitters Inc.
+3.63%
+$102,921.85
Teradyne, Inc. logo
TER Teradyne, Inc.
+3.62%
+$165,245.99
Sanmina Corporation logo
SANM Sanmina Corporation
+3.49%
+$185,941.9
Dycom Industries Inc. logo
DY Dycom Industries Inc.
+3.35%
+$56,811.84
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
+3.26%
+$5,921.88
Tutor Perini Corporation logo
TPC Tutor Perini Corporation
+3.22%
+$320,550.68
Amphenol Corporation logo
APH Amphenol Corporation
+3.2%
+$3.31M
Keysight Technologies, Inc. logo
KEYS Keysight Technologies, Inc.
+3.12%
+$214,558.88
Cirrus Logic, Inc. logo
CRUS Cirrus Logic, Inc.
+3.09%
+$65,106.22
HF Sinclair Corporation logo
DINO HF Sinclair Corporation
+3.04%
+$4.59M
Flowserve Corporation logo
FLS Flowserve Corporation
+3.03%
+$777,178.71
Viking Holdings Ltd logo
VIK Viking Holdings Ltd
+2.93%
+$1,030.74
Corning Incorporated logo
GLW Corning Incorporated
+2.92%
+$290,407.6
Coeur Mining, Inc. logo
CDE Coeur Mining, Inc.
+2.9%
+$47,828.94
Kodiak Gas Services Inc. logo
KGS Kodiak Gas Services Inc.
+2.88%
+$75,819.6
Wheaton Precious Metals Corp. logo
WPM Wheaton Precious Metals Corp.
+2.81%
+$50.88
CarGurus, Inc. logo
CARG CarGurus, Inc.
+2.79%
+$60,419.31
Littelfuse Inc. logo
LFUS Littelfuse Inc.
+2.78%
+$445,355.12
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+2.75%
+$181,625.54
Aveanna Healthcare Holdings Inc. logo
AVAH Aveanna Healthcare Holdings Inc.
+2.69%
+$116,560.08
National Vision Holdings Inc. logo
EYE National Vision Holdings Inc.
+2.69%
+$50,071.92
Oracle Corporation logo
ORCL Oracle Corporation
+2.68%
+$273,896.4
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
+2.63%
+$1.74M
Ssr Mining Inc. logo
SSRM Ssr Mining Inc.
+2.62%
+$102,510.7
TE Connectivity plc logo
TEL TE Connectivity plc
+2.47%
+$244,625.7
Kulicke & Soffa Industries, Inc. logo
KLIC Kulicke & Soffa Industries, Inc.
+2.37%
+$51,644.26
MKS Instruments Inc. logo
MKSI MKS Instruments Inc.
+2.35%
+$225,319.58
Helios Technologies, Inc. logo
HLIO Helios Technologies, Inc.
+2.34%
+$50,150.19
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
+2.3%
+$40,276.23
Excelerate Energy, Inc. logo
EE Excelerate Energy, Inc.
+2.29%
+$81,703.2
Adtran Holdings, Inc. logo
ADTN Adtran Holdings, Inc.
+2.19%
+$32,825.05
Franco-Nevada Corporation logo
FNV Franco-Nevada Corporation
+2.19%
+$18,825.21
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+2.18%
+$204,418.34
Microchip Technology Incorporated logo
MCHP Microchip Technology Incorporated
+2.11%
+$336,562.39
Boeing Company logo
BA Boeing Company
+2.11%
+$243,004.32
Mesa Laboratories Inc. logo
MLAB Mesa Laboratories Inc.
+2.1%
+$36,210.24
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+2.08%
+$29.96
NatWest Group plc Sponsored ADR logo
NWG NatWest Group plc Sponsored ADR
+2.06%
+$30.4
Pan American Silver Corp. logo
PAAS Pan American Silver Corp.
+1.99%
+$572.67
Rocket Companies, Inc. Class A logo
RKT Rocket Companies, Inc. Class A
+1.97%
+$27,123.78
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
+1.87%
+$346.5
AngloGold Ashanti plc logo
AU AngloGold Ashanti plc
+1.81%
+$18,029.2
Banco Bilbao Vizcaya Argentaria, S.A. logo
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.79%
+$26.78
NRG Energy, Inc. logo
NRG NRG Energy, Inc.
+1.72%
+$12,305.79
Freeport-McMoRan Inc. logo
FCX Freeport-McMoRan Inc.
+1.69%
+$116,318.4
Barclays PLC Sponsored ADR logo
BCS Barclays PLC Sponsored ADR
+1.68%
+$80.52
Newmont Corporation logo
NEM Newmont Corporation
+1.66%
+$208,446.21
AGCO Corporation logo
AGCO AGCO Corporation
+1.65%
+$195,562.95
Alphabet Inc logo
GOOGL Alphabet Inc
+1.65%
+$1.28M
AbbVie Inc. logo
ABBV AbbVie Inc.
+1.65%
+$696,570
AerCap Holdings N.V. logo
AER AerCap Holdings N.V.
+1.65%
+$85,835.35
Jones Lang LaSalle Inc. logo
JLL Jones Lang LaSalle Inc.
+1.64%
+$253,438.19
Kennametal Inc. logo
KMT Kennametal Inc.
+1.61%
+$485,448.43
Velocity Financial Inc. logo
VEL Velocity Financial Inc.
+1.6%
+$21,057.19
Amazon.com Inc logo
AMZN Amazon.com Inc
+1.57%
+$427,708.52
Ford Motor Company logo
F Ford Motor Company
+1.55%
+$318,975.08
HSBC Holdings plc Sponsored ADR logo
HSBC HSBC Holdings plc Sponsored ADR
+1.54%
+$20.8
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+1.5%
+$272,902.38
Dollar General Corporation logo
DG Dollar General Corporation
+1.5%
+$270,249.85
Southwest Airlines Co. logo
LUV Southwest Airlines Co.
+1.47%
+$135,920.49
Dana Inc. logo
DAN Dana Inc.
+1.47%
+$52,043.85
Apple Inc. logo
AAPL Apple Inc.
+1.44%
+$1.48M
Equinix, Inc. logo
EQIX Equinix, Inc.
+1.43%
+$370,631.09
Broadcom Inc. logo
AVGO Broadcom Inc.
+1.42%
+$40.84
Alibaba Group Holding Limited SP ADR logo
BABA Alibaba Group Holding Limited SP ADR
+1.39%
+$58.89
Polaris Inc. logo
PII Polaris Inc.
+1.34%
+$38,776.35
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.31%
+$234,893.56
UBS Group AG logo
UBS UBS Group AG
+1.3%
+$14,417.2
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+1.24%
+$736,789.62
International Business Machines Corporation logo
IBM International Business Machines Corporation
+1.19%
+$187,135.43
Digital Realty Trust, Inc. logo
DLR Digital Realty Trust, Inc.
+1.15%
+$1,209.1
Phillips 66 logo
PSX Phillips 66
+1.12%
+$548,341.71
Advance Auto Parts Inc. logo
AAP Advance Auto Parts Inc.
+1.12%
+$23,240.23
Embraer S.A. Sponsored American Depositary Receipt logo
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+1.11%
+$16.6
Cushman & Wakefield Ltd. logo
CWK Cushman & Wakefield Ltd.
+1.1%
+$30,547.02
Invesco Ltd. logo
IVZ Invesco Ltd.
+1.1%
+$251,120.1
Magna International Inc. logo
MGA Magna International Inc.
+1.08%
+$385,554.63
The Chefs' Warehouse, Inc. logo
CHEF The Chefs' Warehouse, Inc.
+1.07%
+$33,414.03
Watts Water Technologies Inc. logo
WTS Watts Water Technologies Inc.
+1.02%
+$25,660.48
LATAM Airlines Group S.A. ADR logo
LTM LATAM Airlines Group S.A. ADR
+1%
+$7,831.03
Supernus Pharmaceuticals Inc. logo
SUPN Supernus Pharmaceuticals Inc.
+0.94%
+$20,588.1
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+0.88%
+$356,029.37
ONEOK, Inc. logo
OKE ONEOK, Inc.
+0.87%
+$31,222.32
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+0.86%
+$3,230.25
Wells Fargo & Company logo
WFC Wells Fargo & Company
+0.85%
+$174,023.28
Bank of America Corporation logo
BAC Bank of America Corporation
+0.82%
+$188,603.82
Citigroup Inc. logo
C Citigroup Inc.
+0.82%
+$135,331.06
The Estée Lauder Companies Inc. Class A logo
EL The Estée Lauder Companies Inc. Class A
+0.81%
+$293,885.95
Universal Insurance Holdings, Inc. logo
UVE Universal Insurance Holdings, Inc.
+0.79%
+$27,668.9
Microsoft Corp. logo
MSFT Microsoft Corp.
+0.75%
+$786,990.08
U.S. Bancorp logo
USB U.S. Bancorp
+0.74%
+$272.02
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+0.74%
+$297,524.57
JD.com Inc. logo
JD JD.com Inc.
+0.69%
+$88,854.39
Ryerson Holding Corporation logo
RYZ Ryerson Holding Corporation
+0.67%
+$1,515.72
American Eagle Outfitters, Inc. logo
AEO American Eagle Outfitters, Inc.
+0.65%
+$59,906.39
Prologis Inc. logo
PLD Prologis Inc.
+0.65%
+$452,473.08
Vistra Corp logo
VST Vistra Corp
+0.63%
+$5,240.53
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.63%
+$34.25
Old National Bancorp logo
ONB Old National Bancorp
+0.62%
+$191,004.64
Fox Corporation logo
FOXA Fox Corporation
+0.62%
+$68,584.73
General Electric Company logo
GE General Electric Company
+0.61%
+$117,707.63
Chevron Corporation logo
CVX Chevron Corporation
+0.6%
+$103,131.16
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+0.56%
+$121,891.74
Micron Technology, Inc. logo
MU Micron Technology, Inc.
+0.56%
+$186,714.61
Ameren Corporation logo
AEE Ameren Corporation
+0.55%
+$27,496.59
Truist Financial Corporation logo
TFC Truist Financial Corporation
+0.53%
+$123,771.16
Bwx Technologies Inc. logo
BWXT Bwx Technologies Inc.
+0.53%
+$161,398.4
Citizens Financial Group, Inc. logo
CFG Citizens Financial Group, Inc.
+0.52%
+$61,191
Ligand Pharmaceuticals Inc. logo
LGND Ligand Pharmaceuticals Inc.
+0.49%
+$19,432.19
GATX Corporation logo
GATX GATX Corporation
+0.46%
+$11,270.9
M&T Bank Corporation logo
MTB M&T Bank Corporation
+0.46%
+$31,122.07
Cognizant Technology Solutions Corporation logo
CTSH Cognizant Technology Solutions Corporation
+0.43%
+$24,208
Xylem Inc. logo
XYL Xylem Inc.
+0.42%
+$15,670.35
Autodesk, Inc. logo
ADSK Autodesk, Inc.
+0.42%
+$83.66
Armstrong World Industries, Inc. logo
AWI Armstrong World Industries, Inc.
+0.41%
+$8,661.76
Qxo Inc. logo
QXO Qxo Inc.
+0.41%
+$13,601.45
First Industrial Realty Trust Inc. logo
FR First Industrial Realty Trust Inc.
+0.4%
+$41,955.36
First Interstate Bancsystem Inc. logo
FIBK First Interstate Bancsystem Inc.
+0.37%
+$9,971.37
Scotts Miracle-Gro Co. logo
SMG Scotts Miracle-Gro Co.
+0.34%
+$7,877.78
Terreno Realty Corporation logo
TRNO Terreno Realty Corporation
+0.33%
+$17,496.06
Independent Bank Corp. logo
INDB Independent Bank Corp.
+0.33%
+$115,122.11
SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1 logo
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+0.3%
+$17,757.49
East West Bancorp Inc. logo
EWBC East West Bancorp Inc.
+0.29%
+$20,133.75
American States Water Co. logo
AWR American States Water Co.
+0.26%
+$4,080.2
Getty Realty Corp. logo
GTY Getty Realty Corp.
+0.26%
+$20,830.87
Enterprise Financial Services Corp. logo
EFSC Enterprise Financial Services Corp.
+0.25%
+$14,554.4
UMB Financial Corporation logo
UMBF UMB Financial Corporation
+0.25%
+$170,466.57
Clear Secure Inc. logo
YOU Clear Secure Inc.
+0.25%
+$5,187.52
The Andersons, Inc. logo
ANDE The Andersons, Inc.
+0.24%
+$6,933.79
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.23%
+$38,772.16
Cathay General Bancorp logo
CATY Cathay General Bancorp
+0.23%
+$2,305.94
Globus Medical Inc. logo
GMED Globus Medical Inc.
+0.22%
+$37.12
Glacier Bancorp Inc. logo
GBCI Glacier Bancorp Inc.
+0.22%
+$77,799.8
Northern Trust Corporation logo
NTRS Northern Trust Corporation
+0.21%
+$14,338.4
Addus HomeCare Corporation logo
ADUS Addus HomeCare Corporation
+0.21%
+$71.57
Indivior Pharmaceuticals, Inc. logo
INDV Indivior Pharmaceuticals, Inc.
+0.2%
+$9,436.84
Companhia de Saneamento Básico do Estado de São Paulo ADR logo
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
+0.19%
+$4.96
Lakeland Financial Corporation logo
LKFN Lakeland Financial Corporation
+0.13%
+$17,712.05
Crescent Energy Inc. logo
CRGY Crescent Energy Inc.
+0.1%
+$4,289.32
Airbnb, Inc. logo
ABNB Airbnb, Inc.
+0.1%
+$14,724.8
Morgan Stanley logo
MS Morgan Stanley
+0.09%
+$39,865.8
Pinnacle Financial Partners Inc. logo
PNFP Pinnacle Financial Partners Inc.
+0.08%
+$33,398.56
JBT Marel Corporation logo
JBTM JBT Marel Corporation
+0.07%
+$5,224.73
Kaiser Aluminum Corporation logo
KALU Kaiser Aluminum Corporation
+0.04%
+$3,011.62
CF Industries Holdings, Inc. logo
CF CF Industries Holdings, Inc.
+0.03%
+$4,796.04
Biomarin Pharmaceutical Inc. logo
BMRN Biomarin Pharmaceutical Inc.
+0.03%
+$1,271.43
Community Bank System, Inc. logo
CBU Community Bank System, Inc.
+0.02%
+$2,600.75
Bank of Hawaii Corporation logo
BOH Bank of Hawaii Corporation
+0.01%
+$2,439.43
Popular Inc. logo
BPOP Popular Inc.
0%
$0
Catalyst Pharmaceuticals Inc. logo
CPRX Catalyst Pharmaceuticals Inc.
0%
$0
Natcore Technology Inc. logo
NTCXF Natcore Technology Inc.
0%
$0
Prog Holdings Inc. logo
PRG Prog Holdings Inc.
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Victoria's Secret & Co. logo
VSCO Victoria's Secret & Co.
0%
$0
CMCL
CMCL
0%
$0
TALEN ENERGY CORP NEW logo
TLNE TALEN ENERGY CORP NEW
-69.33%
-$347,206.86
Exelixis Inc. logo
EXEL Exelixis Inc.
-3.89%
-$755,530.57
Warrior Met Coal Inc. logo
HCC Warrior Met Coal Inc.
-3.66%
-$128,808.72
Core Natural Resources, Inc. logo
CNR Core Natural Resources, Inc.
-2.79%
-$73,686.25
Albemarle Corporation logo
ALB Albemarle Corporation
-2.72%
-$572,696.08
Novo Nordisk A/S Sponsored ADR logo
NVO Novo Nordisk A/S Sponsored ADR
-1.93%
-$53.55
MongoDB Inc. logo
MDB MongoDB Inc.
-1.84%
-$96,907.85
SanDisk Corporation logo
SNDK SanDisk Corporation
-1.81%
-$271,841.25
Nu Holdings Ltd. logo
NU Nu Holdings Ltd.
-1.56%
-$24,065.41
Petrobras S.A. Sponsored ADR logo
PBR Petrobras S.A. Sponsored ADR
-1.12%
-$24.48
SM Energy Company logo
SM SM Energy Company
-1.02%
-$41,922.66
Equinor ASA Sponsored ADR logo
EQNR Equinor ASA Sponsored ADR
-0.93%
-$28.98
BioCryst Pharmaceuticals Inc. logo
BCRX BioCryst Pharmaceuticals Inc.
-0.85%
-$19,738.47
Commercial Metals Company logo
CMC Commercial Metals Company
-0.84%
-$304,516.8
Matador Resources Company logo
MTDR Matador Resources Company
-0.81%
-$85,342.5
Ovintiv Inc. logo
OVV Ovintiv Inc.
-0.77%
-$30,695.44
Nucor Corporation logo
NUE Nucor Corporation
-0.77%
-$299,017.98
Devon Energy Corporation logo
DVN Devon Energy Corporation
-0.72%
-$53,191.8
Radian Group Inc. logo
RDN Radian Group Inc.
-0.72%
-$40,555.84
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-0.68%
-$25,056.9
Evercore Inc. logo
EVR Evercore Inc.
-0.62%
-$26,375.21
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
-0.62%
-$616,435.71
Curbline Properties Corp. logo
CURB Curbline Properties Corp.
-0.61%
-$13,187.34
ConocoPhillips logo
COP ConocoPhillips
-0.41%
-$4,821.54
The Hershey Company logo
HSY The Hershey Company
-0.38%
-$314,108.06
Western Digital Corporation logo
WDC Western Digital Corporation
-0.37%
-$15,811.96
Ani Pharmaceuticals Inc. logo
ANIP Ani Pharmaceuticals Inc.
-0.37%
-$8,853.39
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
-0.36%
-$191,289.09
Companhia Paranaense de Energia – Copel American Depositary Receipt logo
ELPC Companhia Paranaense de Energia – Copel American Depositary Receipt
-0.35%
-$11.07
Hannon Armstrong Sustainable Infrastructure Capital Inc. logo
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.32%
-$8,130.48
Essential Utilities Inc. logo
WTRG Essential Utilities Inc.
-0.28%
-$12,144.23
Cincinnati Financial Corporation logo
CINF Cincinnati Financial Corporation
-0.24%
-$59,877.63
Eli Lilly and Company logo
LLY Eli Lilly and Company
-0.23%
-$185,829.8
United Bankshares, Inc. logo
UBSI United Bankshares, Inc.
-0.21%
-$6,392.4
Amneal Pharmaceuticals Inc. logo
AMRX Amneal Pharmaceuticals Inc.
-0.12%
-$4,365.88
Allstate Corporation logo
ALL Allstate Corporation
-0.09%
-$54,333.68
Associated Banc-Corp logo
ASB Associated Banc-Corp
-0.08%
-$2,446.37
Stock Yards Bancorp Inc. logo
SYBT Stock Yards Bancorp Inc.
-0.07%
-$1,986.82
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
-0.05%
-$6,145.7
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.04%
-$3,875.62
West Pharmaceutical Services, Inc. logo
WST West Pharmaceutical Services, Inc.
-0.04%
-$2,917.89
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Dividends

Dividend Analysis

Yearly
$
Trades
5777
Longs Won
3419/5777 59%
Profit Factor
2.64
Profitability
Shorts Won
0/0 0%
Standard Deviation
$2.89M
Average Win
$888,183.17
Best Trade
(Jun 30) $95.36M
Sharpe Ratio
-221.84
Average Loss
-$487,650.72
Worst Trade
(Sep 29) -$15.25M
Z-Score
-2.06 (99.91%)
Commissions
$0
Avg. Trade Length
1y 2m 2w 1d
Expectancy
$326,608.6
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 6,369 5,732 5,096 4,459 3,822 3,185 2,548 1,911 1,274 637
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Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Advance Auto Parts Inc. logo
AAP Advance Auto Parts Inc.
47,918 $2.53M $2.1M - -$429,345.28 -16.99%
+1.12%
Apple Inc. logo
AAPL Apple Inc.
315,565 $91.31M $104.53M - $13.22M 14.48%
+1.435%
AbbVie Inc. logo
ABBV AbbVie Inc.
165,850 $38.29M $42.99M - $4.7M 12.28%
+1.647%
Airbnb, Inc. logo
ABNB Airbnb, Inc.
92,030 $12.49M $15.44M - $2.95M 23.64%
+0.095%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
18,263 $5.81M $6.78M - $968,943.46 16.68%
+2.753%
Autodesk, Inc. logo
ADSK Autodesk, Inc.
94 $19,449.54 $19,975 - $525.46 2.7%
+0.421%
Adtran Holdings, Inc. logo
ADTN Adtran Holdings, Inc.
208,413 $3.15M $1.53M - -$1.62M -51.5%
+2.194%
Addus HomeCare Corporation logo
ADUS Addus HomeCare Corporation
284 $33,509.16 $33,731.25 - $222.09 0.66%
+0.213%
Ameren Corporation logo
AEE Ameren Corporation
47,704 $4.17M $5.03M - $861,839.55 20.66%
+0.549%
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
8,891 $884,230.85 $1.79M - $904,727.26 102.32%
+2.303%
American Eagle Outfitters, Inc. logo
AEO American Eagle Outfitters, Inc.
637,302 $10.88M $9.32M - -$1.56M -14.33%
+0.647%
AerCap Holdings N.V. logo
AER AerCap Holdings N.V.
37,158 $5.1M $5.3M - $206,598.85 4.05%
+1.645%
AGCO Corporation logo
AGCO AGCO Corporation
97,295 $11.27M $12.06M - $784,707.22 6.96%
+1.648%
Albemarle Corporation logo
ALB Albemarle Corporation
172,759 $29.98M $20.46M - -$9.52M -31.76%
-2.723%
Allstate Corporation logo
ALL Allstate Corporation
241,483 $57.46M $60.75M - $3.29M 5.73%
-0.089%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
36,003 $3.7M $18.4M - $14.7M 397.33%
+1.505%
Amneal Pharmaceuticals Inc. logo
AMRX Amneal Pharmaceuticals Inc.
218,294 $3.77M $3.68M - -$96,049.36 -2.54%
-0.119%
Amazon.com Inc logo
AMZN Amazon.com Inc
107,871 $25.71M $27.6M - $1.89M 7.35%
+1.574%
The Andersons, Inc. logo
ANDE The Andersons, Inc.
40,787 $2.9M $2.94M - $36,708.3 1.26%
+0.237%
Ani Pharmaceuticals Inc. logo
ANIP Ani Pharmaceuticals Inc.
33,409 $2.81M $2.38M - -$431,811.33 -15.36%
-0.371%
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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 Carney?
The largest contributions to the portfolio's profits come from the following stocks: Marvell Technology, Inc - $177.2M, Advanced Micro Devices, Inc - $81.24M, Bank of America Corporation - $46.41M, NextEra Energy, Inc - $40.26M, and The PNC Financial Services Group, Inc - $37.92M. 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: Alexandria Real Estate Equities, Inc - $24.3M, Medical Properties Trust, Inc - $23.75M, Paycom Software, Inc - $19.87M, Global Payments Inc - $19.79M, and Teleflex Incorporated - $17.19M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Carney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $450.85M earned over time. The largest contributors to dividend income include Alexandria Real Estate Equities, Inc - $13.64M, Truist Financial Corporation - $9.57M, Stanley Black & Decker Inc - $9.1M, Eversource Energy - $9.1M, and NextEra Energy, Inc - $8.81M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Carney's monthly returns?
Matthew Carney'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 Matthew Carney's strategy be considered aggressive or moderate?
Matthew Carney's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Matthew Carney's strategy?
Matthew Carney'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.
Account USV