Matthew Zienty Portfolio
Invests via Cardinal Point Capital Management ULC | Managed by Matthew Zienty
Invests via Cardinal Point Capital Management ULC
Managed by Matthew Zienty
Automatically Tracked
Matthew Zienty Profile
With a proven track record in innovative financial strategies, Matthew Zienty excels as an operating executive focused on the intersection of technology and finance. His diverse background spans entrepreneurial ventures that have successfully transformed business models and driven significant growth. Zienty has consistently played a pivotal role in guiding teams to execute initiatives that optimize efficiency while enhancing client experience. Leveraging extensive industry insights, he is adept at navigating the complexities of capital markets to seize emerging opportunities. This combination of leadership acumen and market understanding positions him as a key figure in shaping contemporary financial solutions.
With a proven track record in innovative financial strategies, Matthew Zienty excels as an operating executive focused on the intersection of technology and finance. His diverse background spans entrepreneurial ventures that have successfully transformed business models and driven significant growth. Zienty has consistently played a pivotal role in guiding teams to execute initiatives that optimize efficiency while enhancing client experience. Leveraging extensive industry insights, he is adept at navigating the complexities of capital markets to seize emerging opportunities. This combination of leadership acumen and market understanding positions him as a key figure in shaping contemporary financial solutions.
Investment Philosophy & Strategy
Capitalizing on his extensive experience in technology and finance, Matthew Zienty embodies an innovative approach to investment that prioritizes operational efficiency and market responsiveness. His leadership is characterized by a commitment to driving transformation within organizations, enhancing both agility and competitive advantage. With a focus on identifying disruptive trends, he navigates the intricacies of capital allocation with a strategic vision geared towards growth. This proactive mindset not only fosters collaboration among teams but also cultivates relationships that enhance stakeholder value. By aligning entrepreneurial insight with financial strategies, he continually positions himself at the forefront of evolving market demands.
Capitalizing on his extensive experience in technology and finance, Matthew Zienty embodies an innovative approach to investment that prioritizes operational efficiency and market responsiveness. His leadership is characterized by a commitment to driving transformation within organizations, enhancing both agility and competitive advantage. With a focus on identifying disruptive trends, he navigates the intricacies of capital allocation with a strategic vision geared towards growth. This proactive mindset not only fosters collaboration among teams but also cultivates relationships that enhance stakeholder value. By aligning entrepreneurial insight with financial strategies, he continually positions himself at the forefront of evolving market demands.
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:
86.2%
Gain +0.45%
Monthly
1.74%
Yearly
22.98%
Drawdown
18.82%
$1.74B
Equity
Holdings
$1.74B
Investment
$1.35B
$424.53M
Profit +$6.73M
Realized
$37.09M
Unrealized
$387.44M
Dividends
$65.43M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$6.73M
Win %
72%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$7.34M
Win %
72%
This Month
Compared to last month
Gain
-0.06%
Profit
-$982,462.71
Win %
72%
This Year
Compared to last year
Gain
-0.04%
Profit
-$693,288.72
Win %
73%
WDC Western Digital Corporation
+8.42%
+$13,341.25 
MU Micron Technology, Inc.
+7.72%
+$146,180.28 
STX Seagate Technology Holdings plc
+7.51%
+$14,522.66 
AMAT Applied Materials, Inc.
+6.71%
+$24,992.25 
DELL Dell Technologies Inc.
+5.9%
+$28,786.76 
INTC Intel Corporation
+5.72%
+$16,581.14 
AMD Advanced Micro Devices, Inc.
+4.71%
+$22,609.81 
CRWV CoreWeave, Inc.
+4.46%
+$16,952 
BAI iShares A.I. Innovation and Tech Active ETF
+4.46%
+$56,652.79 
FLEX Flex Ltd.
+4.18%
+$9,879.72 
STRL Sterling Infrastructure, Inc.
+4.04%
+$6,706.5 
VZLA Vizsla Silver Corp.
+3.98%
+$9,100 
LRCX Lam Research Corporation
+3.96%
+$6,288.52 
ORCL Oracle Corporation
+3.68%
+$314,044.32 
ARIS Aris Water Solutions Inc.
+3.68%
+$15,975.75 
GLW Corning Incorporated
+3.66%
+$124,412.75 
IAG Iamgold Corporation
+3.51%
+$9,444.75 
ASML ASML Holding N.V. New York Registry Shares
+3.45%
+$10,133.24 
BTG B2Gold Corp
+3.29%
+$12,594 
SKE Skeena Resources Ltd.
+3.23%
+$21,870 
PPTA Perpetua Resources Corp.
+3.17%
+$21,492 
GDXJ VanEck Junior Gold Miners ETF
+3.14%
+$10,152 
FIX Comfort Systems USA, Inc.
+3.09%
+$166,786.79 
WPM Wheaton Precious Metals Corp.
+3.07%
+$16,275.24 
PAAS Pan American Silver Corp.
+3.03%
+$11,717.12 
AG First Majestic Silver Corp
+2.9%
+$7,210.5 
VRT Vertiv Holdings Co
+2.75%
+$11,766.01 
CLS Celestica Inc.
+2.73%
+$10,865.05 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+2.55%
+$23,280.66 
SLSR Solaris Resources Inc.
+2.52%
+$8,694 
IXN iShares Global Tech ETF
+2.41%
+$8,346 
GEV GE Vernova Inc.
+2.31%
+$49,027.38 
GDX VanEck Gold Miners ETF
+2.28%
+$239,215.41 
ITRG Integra Resources Corp.
+2.19%
+$3,150 
AGI Alamos Gold Inc.
+2.09%
+$35,400 
FSM Fortuna Mining Corp
+2.06%
+$3,180.37 
EEM iShares MSCI Emerging Markets ETF
+2.03%
+$6,127.5 
XLK State Street Technology Select Sector SPDR ETF
+2.02%
+$52,242.52 
IEMG iShares Core MSCI Emerging Markets ETF
+1.93%
+$3,952.97 
IBIT iShares Bitcoin Trust
+1.91%
+$5,991.09 
EQX Equinox Gold Corp.
+1.9%
+$15,229.5 
NEM Newmont Corporation
+1.84%
+$231,917.32 
TSLA Tesla, Inc.
+1.83%
+$141,972.54 
KGC Kinross Gold Corporation
+1.82%
+$4,376.75 
PWRD TCW Transform Systems ETF
+1.8%
+$39,823.55 
ASA ASA Gold and Precious Metals Limited
+1.79%
+$4,350 
CVE Cenovus Energy Inc.
+1.75%
+$16,751.79 
NVDA NVIDIA Corporation
+1.73%
+$541,150.72 
B BARRICK MINING CORP Common Stock (ABR0)
+1.72%
+$9,030 
AEM Agnico Eagle Mines Limited
+1.72%
+$165,756.24 
VGT Vanguard Information Technology ETF
+1.69%
+$101,249.88 
CNQ Canadian Natural Resources Limited
+1.66%
+$169,438.84 
IGM iShares Expanded Tech Sector ETF
+1.59%
+$3,064.95 
MPC Marathon Petroleum Corporation
+1.57%
+$4,950 
TECK Teck Resources Ltd.
+1.56%
+$6,715 
SU Suncor Energy Inc.
+1.54%
+$355,217.28 
FNV Franco-Nevada Corporation
+1.5%
+$3,988.25 
IYW iShares U.S. Technology ETF
+1.5%
+$17,190.05 
LYG Lloyds Banking Group Plc ADR
+1.5%
+$2,201.35 
APD Air Products and Chemicals, Inc.
+1.48%
+$3,508 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.46%
+$5,517.98 
CMI Cummins Inc.
+1.43%
+$9,110.01 
C Citigroup Inc.
+1.41%
+$29,687.96 
PAVE Global X U.S. Infrastructure Development ETF
+1.33%
+$3,608.98 
ADM Archer-Daniels-Midland Co
+1.32%
+$3,277 
ISRG Intuitive Surgical, Inc.
+1.31%
+$2,999.05 
GS The Goldman Sachs Group, Inc.
+1.24%
+$18,452.66 
VWO Vanguard FTSE Emerging Markets ETF
+1.22%
+$3,027.97 
QQQ Invesco QQQ Trust, Series 1
+1.21%
+$53,146.69 
CSCO Cisco Systems, Inc.
+1.2%
+$211,693.44 
FDX FedEx Corporation
+1.2%
+$103,177.08 
DBC Invesco DB Commodity Index Tracking Fund
+1.15%
+$6,850.75 
AVGO Broadcom Inc.
+1.14%
+$8,366.66 
UNH UnitedHealth Group Incorporated
+1.11%
+$25,613.69 
ICLN iShares Global Clean Energy ETF
+1.1%
+$9,626.6 
MS Morgan Stanley
+1.09%
+$9,298.9 
IWF iShares Russell 1000 Growth ETF
+1.08%
+$17,398.23 
TAC TransAlta Corporation
+1.06%
+$26,471.2 
XOM Exxon Mobil Corporation
+1.04%
+$15,408.55 
GLD SPDR Gold Shares
+1.01%
+$12,306.04 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.98%
+$16,593.67 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.97%
+$3,175 
IAU iShares Gold Trust
+0.97%
+$215,590.9 
REMX VanEck Rare Earth and Strategic Metals ETF
+0.96%
+$4,941.25 
SGOL abrdn Physical Gold Shares ETF
+0.96%
+$3,975.58 
VEU Vanguard FTSE All-World ex-US ETF
+0.91%
+$674,890.23 
ODV Osisko Development Corp.
+0.89%
+$5,431 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.86%
+$608,760.02 
DFSI Dimensional International Sustainability Core 1 ETF
+0.84%
+$27,839.18 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.84%
+$4,847.04 
ETN Eaton Corporation plc
+0.83%
+$3,991.3 
BBUC Brookfield Business Corp Class A
+0.82%
+$88,742.5 
IRM Iron Mountain Inc.
+0.81%
+$5,058.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.8%
+$9,496.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.75%
+$2,071.16 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.74%
+$289,302.97 
VUG Vanguard Growth ETF
+0.67%
+$14,699.16 
LRGF iShares U.S. Equity Factor ETF
+0.65%
+$360,966.34 
EZU iShares MSCI Eurozone ETF
+0.63%
+$1,746.75 
VLO Valero Energy Corporation
+0.62%
+$1,747.31 
UPS United Parcel Service, Inc.
+0.57%
+$2,226.25 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.57%
+$1,247.12 
XLE Energy Select Sector SPDR Fund
+0.57%
+$1,912.68 
SHEL Shell plc
+0.56%
+$1,478.4 
SNPS Synopsys, Inc.
+0.55%
+$1,483.9 
EFA iShares MSCI EAFE ETF
+0.55%
+$4,453.68 
AAUC Allied Gold Corporation
+0.54%
+$2,125.2 
CVX Chevron Corporation
+0.53%
+$3,799.96 
IYJ iShares U.S. Industrials ETF
+0.52%
+$1,428 
MFC Manulife Financial Corporation
+0.51%
+$100,174.09 
SCHK Schwab 1000 Index ETF
+0.5%
+$2,052 
VMD Viemed Healthcare Inc.
+0.5%
+$748.8 
AVUV Avantis U.S. Small Cap Value ETF
+0.5%
+$3,478.2 
IEFA iShares Core MSCI EAFE ETF
+0.5%
+$2,716.53 
DFAI Dimensional International Core Equity Market ETF
+0.47%
+$1,852.49 
ESGV Vanguard ESG U.S. Stock ETF
+0.46%
+$2,373.41 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.46%
+$10,584.75 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.45%
+$207,481.16 
MRK Merck & Co., Inc.
+0.45%
+$3,553.85 
EAOA iShares ESG Aware Aggressive Allocation ETF
+0.43%
+$7,547.44 
FIVN Five9 Inc.
+0.39%
+$4,859 
AOA iShares Core Aggressive Allocation ETF
+0.36%
+$1,220.45 
FTLS First Trust Long/Short Equity ETF
+0.36%
+$41,501.16 
VXF Vanguard Extended Market ETF
+0.35%
+$2,742.32 
IVV iShares Core S&P 500 ETF
+0.35%
+$8,485.65 
META Meta Platforms Inc Class A
+0.34%
+$9,543.87 
CVS CVS Health Corporation
+0.34%
+$44,555.04 
SCHB Schwab U.S. Broad Market ETF
+0.33%
+$805.7 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.33%
+$981.65 
WFC Wells Fargo & Company
+0.32%
+$1,302 
SPY SPDR S&P 500 ETF Trust
+0.32%
+$16,295.68 
IWB iShares Russell 1000 ETF
+0.32%
+$2,225.6 
VOO Vanguard S&P 500 ETF
+0.32%
+$18,329.82 
SUNC Suncast Solar Energy Inc.
+0.32%
+$47,430.05 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$711,884.5 
IYM iShares U.S. Basic Materials ETF
+0.3%
+$716.62 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.29%
+$2,577.12 
QUAL iShares MSCI USA Quality Factor ETF
+0.28%
+$3,135 
DFAU Dimensional US Core Equity Market ETF
+0.27%
+$1,892.66 
IWM iShares Russell 2000 ETF
+0.26%
+$1,420.65 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.26%
+$972.3 
SCHX Schwab U.S. Large-Cap ETF
+0.24%
+$1,369.62 
MSI Motorola Solutions, Inc.
+0.23%
+$645.12 
SLF Sun Life Financial Inc.
+0.22%
+$6,170.58 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.2%
+$1,085.45 
VB Vanguard Small-Cap ETF
+0.18%
+$615.06 
TRP TC Energy Corporation
+0.16%
+$27,727.92 
SOBO South Bow Corporation
+0.13%
+$965.35 
BMO Bank of Montreal
+0.12%
+$38,619.9 
AIOT PowerFleet Inc.
+0.12%
+$1,166.5 
BMY Bristol-Myers Squibb Company
+0.1%
+$649.08 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.1%
+$199.11 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$1,260.14 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$331.08 
MOS Mosaic Company
+0.09%
+$390 
BX Blackstone Inc.
+0.07%
+$200.79 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.06%
+$158.1 
PFE Pfizer Inc.
+0.04%
+$3,320.62 
LLY Eli Lilly and Company
+0.03%
+$332.62 
BNS Bank of Nova Scotia
+0.02%
+$4,288.06 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$62.89 
DFSU Dimensional US Sustainability Core 1 ETF
+0.01%
+$912.82 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$36.72 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$1,865.48 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$1,603.71 
ABFL Abacus FCF Leaders ETF
0%
$0 
BAM
0%
$0 
BMOOF Blue Moon Metals Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.02 
BYDGF Boyd Group Services Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EAOR iShares ESG Aware Growth Allocation Fund
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IAPR Innovator International Developed Power Buffer ETF
0%
$0 
IJAN Innovator International Developed Power Buffer ETF - January
0%
$0 
KAPR Innovator U.S. Small Cap Power Buffer ETF
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
PAUG Innovator U.S. Equity Power Buffer ETF - August
0%
$0 
PSEP Innovator U.S. Equity Power Buffer ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
MSCI MSCI Inc.
-10.1%
-$58,787.97 
GILD Gilead Sciences Inc.
-2.94%
-$38,212.26 
TU TELUS Corporation
-2.72%
-$50,105.16 
SHOP Shopify Inc.
-2.43%
-$15,189.55 
WM Waste Management, Inc.
-2.32%
-$21,600.61 
EL The Estée Lauder Companies Inc. Class A
-1.74%
-$37,458.97 
HD The Home Depot, Inc.
-1.74%
-$20,657.75 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.66%
-$33,293 
DXCM DexCom, Inc.
-1.62%
-$3,936 
GFL GFL Environmental Inc.
-1.55%
-$4,945.87 
UL Unilever PLC Sponsored American Depositary Receipt
-1.53%
-$4,324.4 
CARR Carrier Global Corporation
-1.52%
-$3,406.8 
ECL Ecolab Inc.
-1.49%
-$5,314.68 
V Visa Inc. Class A
-1.48%
-$117,130.66 
HRL Hormel Foods Corporation
-1.46%
-$5,522.25 
GIB CGI Inc.
-1.42%
-$120,529.29 
ETSY Etsy Inc.
-1.39%
-$7,584.15 
MA Mastercard Incorporated
-1.38%
-$10,623.86 
BF-B Brown-Forman Corporation
-1.32%
-$4,506.25 
GIL Gildan Activewear Inc.
-1.3%
-$4,260 
LOW Lowe's Companies Inc.
-1.3%
-$3,737.31 
CRM Salesforce Inc
-1.29%
-$3,149.99 
RCI Rogers Communications Inc.
-1.29%
-$148,990.5 
HDSN Hudson Technologies Inc.
-1.23%
-$963.75 
ABT Abbott Laboratories
-1.22%
-$3,557.56 
PG Procter & Gamble Co
-1.2%
-$11,843.41 
KMB Kimberly-Clark Corporation
-1.2%
-$6,691.1 
CL Colgate-Palmolive Company
-1.15%
-$16,046.28 
TGT Target Corporation
-1.14%
-$3,180 
NKE Nike, Inc. - Class B
-1.13%
-$15,141 
SHLD Global X Defense Tech ETF
-1.12%
-$3,716.48 
DG Dollar General Corporation
-1.11%
-$3,822.6 
WHR Whirlpool Corporation
-1.08%
-$2,560 
MCD McDonald's Corporation
-1.08%
-$36,271.58 
BEPC Brookfield Renewable Corporation
-1.08%
-$2,605.91 
COST Costco Wholesale Corporation
-1.07%
-$83,492.6 
BIP Brookfield Infrastructure Partners L.P.
-1.06%
-$12,690.34 
FTS Fortis Inc.
-1.05%
-$7,450.73 
TJX The TJX Companies, Inc.
-1.03%
-$9,224 
VZ Verizon Communications Inc.
-1.02%
-$16,073.84 
RTX RTX Corporation
-0.99%
-$2,123 
BA Boeing Company
-0.97%
-$3,610.8 
SWK Stanley Black & Decker Inc.
-0.95%
-$3,515.05 
OTEX Open Text Corporation
-0.94%
-$98,438.78 
TCBI Texas Capital Bancshares Inc.
-0.94%
-$2,231 
WMT Walmart Inc.
-0.92%
-$165,021.43 
CP Canadian Pacific Kansas City Limited
-0.88%
-$8,510.46 
EW Edwards Lifesciences Corporation
-0.88%
-$1,782.04 
BTI British American Tobacco p.l.c. ADR
-0.86%
-$1,823.58 
TXT Textron Inc.
-0.85%
-$4,412.07 
KO The Coca-Cola Company
-0.84%
-$3,601.8 
AMZN Amazon.com Inc
-0.81%
-$77,337.29 
PEP PepsiCo, Inc.
-0.77%
-$74,704.96 
LUV Southwest Airlines Co.
-0.77%
-$8,482.62 
VTRS Viatris Inc.
-0.77%
-$42,889.73 
ITA iShares U.S. Aerospace & Defense ETF
-0.75%
-$15,013.8 
SBUX Starbucks Corporation
-0.74%
-$3,490.5 
HEI Heico Corporation
-0.63%
-$2,257.7 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$81,572.25 
GOOGL Alphabet Inc
-0.62%
-$68,634.81 
SPLV Invesco S&P 500 Low Volatility ETF
-0.62%
-$4,657.23 
PM Philip Morris International Inc.
-0.61%
-$85,861.62 
MGNI Magnite, Inc.
-0.61%
-$10,597.25 
MSFT Microsoft Corp.
-0.59%
-$113,376.21 
GOOG Alphabet Inc
-0.58%
-$217,612.92 
TAP Molson Coors Beverage Company
-0.55%
-$1,822.75 
AAPL Apple Inc.
-0.54%
-$426,700.98 
TFII TFI International Inc.
-0.53%
-$4,232.05 
RIVN Rivian Automotive, Inc.
-0.52%
-$1,072.71 
QXO Qxo Inc.
-0.52%
-$2,850.47 
MCK McKesson Corporation
-0.5%
-$3,048.81 
AON Aon plc
-0.49%
-$1,283.33 
FDXF FedEx Freight Holding Company Inc.
-0.48%
-$10,513.44 
PBA Pembina Pipeline Corporation
-0.47%
-$5,835.84 
UBER Uber Technologies, Inc.
-0.42%
-$3,867.9 
DIS The Walt Disney Company
-0.41%
-$12,620.8 
BAX Baxter International Inc.
-0.41%
-$1,302.75 
DGRO iShares Core Dividend Growth ETF
-0.38%
-$3,020.35 
IGV iShares Expanded Tech-Software Sector ETF
-0.38%
-$4,397.75 
JNJ Johnson & Johnson
-0.37%
-$67,306.5 
CRWD CrowdStrike Holdings, Inc.
-0.37%
-$1,299.42 
XLF Financial Select Sector SPDR Fund
-0.36%
-$4,144.22 
CMCSA Comcast Corp
-0.34%
-$14,651.6 
FSLR First Solar, Inc.
-0.3%
-$857.05 
VNQ Vanguard Real Estate ETF
-0.29%
-$2,224.3 
CAE CAE Inc.
-0.28%
-$5,436.27 
BEP Brookfield Renewable Partners L.P.
-0.27%
-$2,498.74 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$2,041.74 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
-0.25%
-$1,060 
CM Canadian Imperial Bank of Commerce
-0.25%
-$8,448.28 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.24%
-$3,121.56 
BGRN iShares USD Green Bond ETF
-0.23%
-$1,522.51 
BAC Bank of America Corporation
-0.23%
-$6,002.64 
QSR Restaurant Brands International Inc.
-0.21%
-$495.54 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.2%
-$136,446.46 
SCHD Schwab U.S. Dividend Equity ETF
-0.18%
-$1,136.16 
RY Royal Bank of Canada
-0.18%
-$73,257.16 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.17%
-$44,248.35 
MUB iShares National Muni Bond ETF
-0.15%
-$58,881.6 
NFLX Netflix, Inc.
-0.13%
-$2,030.85 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.12%
-$2,730.03 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.12%
-$2,207.48 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$36,020.17 
TD The Toronto-Dominion Bank
-0.1%
-$35,753.37 
BN Brookfield Corporation
-0.09%
-$2,080.24 
IBM International Business Machines Corporation
-0.08%
-$6,635.61 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$8,199.56 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$313.5 
EWC iShares MSCI Canada ETF
-0.04%
-$490.07 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$88.12 
JPM JPMorgan Chase & Co.
-0.01%
-$3,048.2 
ABBV AbbVie Inc.
-0.01%
-$253.11 
BCE BCE Inc.
-0.01%
-$93.74 
VTV Vanguard Value ETF
-0.01%
-$125.84 Events
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Dividends
Dividend Analysis
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| Trades 1692 | Longs Won 1202/1692 71% | Profit Factor 14.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.05M |
| Average Win $379,714.76 | Best Trade (Jul 22) $67.45M | Sharpe Ratio -10.95 |
| Average Loss -$64,260.85 | Worst Trade (Jul 24) -$3.39M | Z-Score 7.41 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 1d | Expectancy $250,904.03 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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FAQ
Which stocks have generated the highest profits for Matthew Zienty?
The largest contributions to the portfolio's profits come from the following stocks: WisdomTree Floating Rate Treasury Fund - $10.03M, VANGUARD TOTAL STOCK MKT ETF - $6.21M, Vanguard Intermediate-Term Treasury Fund - $5.42M, Cisco Systems, Inc - $5.03M, and Vanguard FTSE All-World ex-US ETF - $3.83M. 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: Kenvue Inc - $1.98M, Fiserv, Inc - $996,636.75, Synopsys, Inc - $213,612.04, Zoetis Inc - $198,810.6, and Cadence Design Systems, Inc - $172,650.46. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Zienty's portfolio generate?
The portfolio generates substantial dividend income, with a total of $65.43M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $10.06M, VANGUARD TOTAL STOCK MKT ETF - $5.95M, Vanguard Intermediate-Term Treasury Fund - $5.42M, Vanguard FTSE All-World ex-US ETF - $3.83M, and iMGP DBi Managed Futures Strategy ETF - $3.61M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Zienty's monthly returns?
Matthew Zienty's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Matthew Zienty's strategy be considered aggressive or moderate?
Matthew Zienty's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Matthew Zienty's strategy?
Matthew Zienty's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
