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:
108.12%
Gain +1.15%
Monthly
1.72%
Yearly
22.69%
Drawdown
18.77%
$1.8B
Equity
Holdings
$1.8B
Investment
$1.38B
$463.29M
Profit +$8.82M
Realized
$44.52M
Unrealized
$418.77M
Dividends
$73.53M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.15%
Profit
$8.82M
Win %
73%
This Week
Compared To Last Week
Gain
0.49%
Profit
$8.82M
Win %
73%
This Month
Compared to last month
Gain
1.44%
Profit
$25.59M
Win %
73%
This Year
Compared to last year
Gain
1.42%
Profit
$25.09M
Win %
75%
FIX Comfort Systems USA Inc.
+8.58%
+$311,773.59 
TSLA Tesla, Inc.
+6.61%
+$521,716.8 
SNPS Synopsys Inc.
+5.94%
+$23,250.49 
INTC Intel Corporation
+5.57%
+$10,164 
STX Seagate Technology Holdings plc
+5.43%
+$9,728.42 
GEV GE Vernova Inc.
+5.41%
+$96,160.29 
CRWV CoreWeave Inc. Class A Common Stock
+4.79%
+$13,520 
CAE CAE Inc.
+4.68%
+$93,516.93 
CLS Celestica Inc.
+4.35%
+$19,323 
HPE Hewlett Packard Enterprise Company
+4.08%
+$10,232.3 
MU Micron Technology Inc.
+4.03%
+$82,660.01 
AMAT Applied Materials Inc.
+3.98%
+$10,135.12 
CSCO Cisco Systems, Inc.
+3.82%
+$639,673.76 
DELL Dell Technologies Inc. Class C Common Stock
+3.44%
+$20,697.6 
GLW Corning Incorporated
+3.32%
+$90,831.34 
VRT Vertiv Holdings Co Class A Common Stock
+3.31%
+$5,538.39 
RTX RTX Corporation
+3.23%
+$6,658.21 
BAI iShares A.I. Innovation and Tech Active ETF
+3.14%
+$39,394.13 
AMD Advanced Micro Devices Inc.
+2.93%
+$15,316.65 
MS Morgan Stanley Common Stock
+2.9%
+$19,585.41 
MPC Marathon Petroleum Corp.
+2.83%
+$21,001.62 
AVGO Broadcom Inc.
+2.83%
+$19,870.76 
PPTA Perpetua Resources Corp.
+2.65%
+$17,313 
NVDA NVIDIA Corporation
+2.54%
+$826,022.41 
SUNC Suncast Solar Energy Inc.
+2.48%
+$357,868.34 
GS The Goldman Sachs Group, Inc.
+2.46%
+$35,465.19 
TECK Teck Resources Ltd Class B
+2.45%
+$5,635.5 
IRM Iron Mountain Inc.
+2.35%
+$13,120.94 
ETN Eaton Corporation plc
+2.32%
+$10,169.45 
FTNT Fortinet, Inc.
+2.23%
+$5,885.27 
ITA iShares U.S. Aerospace & Defense ETF
+2.21%
+$39,069.6 
SHLD Global X Defense Tech ETF
+2.17%
+$8,566.62 
ASML ASML Holding N.V. NY Registered Shares
+1.97%
+$5,809.2 
IXN iShares Global Tech ETF
+1.94%
+$6,890 
XLK State Street Technology Select Sector SPDR ETF
+1.93%
+$62,308.03 
LYG Lloyds Banking Group plc ADR
+1.88%
+$2,966.6 
FSM Fortuna Mining Corp.
+1.8%
+$3,180.37 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+1.76%
+$7,921 
PWRD TCW Transform Systems ETF
+1.73%
+$33,051.53 
VGT Vanguard Information Technology ETF
+1.72%
+$109,170.28 
WPM Wheaton Precious Metals Corp.
+1.71%
+$10,594.26 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.71%
+$41,622.05 
TXT Textron Inc.
+1.67%
+$6,073.6 
SLSR Solaris Resources Inc.
+1.65%
+$6,985 
TAC TransAlta Corporation
+1.64%
+$36,402 
AAUC Allied Gold Corporation
+1.62%
+$6,174.4 
IGM iShares Expanded Tech Sector ETF
+1.6%
+$3,158.78 
PM Philip Morris International Inc.
+1.6%
+$231,597.19 
YETI YETI Holdings, Inc.
+1.57%
+$26,763.15 
VTRS Viatris Inc.
+1.53%
+$89,717.65 
CM Canadian Imperial Bank of Commerce
+1.47%
+$47,614.65 
CMI Cummins Inc.
+1.45%
+$5,239.5 
GILD Gilead Sciences Inc.
+1.44%
+$21,925.12 
IYW iShares U.S. Technology ETF
+1.43%
+$16,269.83 
QQQ Invesco QQQ Trust, Series 1
+1.42%
+$62,460 
AEM Agnico Eagle Mines Limited
+1.4%
+$187,914.16 
LUV Southwest Airlines Co.
+1.36%
+$7,319.94 
SBUX Starbucks Corp.
+1.35%
+$6,108.37 
FNV Franco-Nevada Corporation
+1.35%
+$4,087.62 
IWF iShares Russell 1000 Growth ETF
+1.35%
+$21,714.07 
GDX VanEck Gold Miners ETF
+1.27%
+$150,369.42 
REMX VanEck Rare Earth and Strategic Metals ETF
+1.24%
+$4,720 
CRWD CrowdStrike Holdings, Inc.
+1.23%
+$5,651.5 
MSFT Microsoft Corporation Common Stock
+1.23%
+$301,903.99 
AIQ Global X Artificial Intelligence & Technology ETF
+1.22%
+$3,686.76 
PAVE Global X U.S. Infrastructure Development ETF
+1.18%
+$3,123.2 
ASA ASA Gold and Precious Metals Limited
+1.15%
+$2,800 
BTG B2Gold Corp.
+1.15%
+$5,772.25 
BMO Bank of Montreal
+1.14%
+$329,409.85 
C Citigroup Inc.
+1.11%
+$21,717.38 
GDXJ VanEck Junior Gold Miners ETF
+1.11%
+$3,877.5 
CVE Cenovus Energy Inc.
+1.03%
+$10,384.28 
NKE Nike, Inc. Class B Common Stock
+1.03%
+$8,408.4 
MFC Manulife Financial Corporation
+1.02%
+$206,752.5 
ARIS Aris Mining Corporation
+1%
+$4,855.37 
JPM JPMorgan Chase & Co.
+0.97%
+$195,217.97 
ABFL Abacus FCF Leaders ETF
+0.96%
+$12,937.68 
IJH iShares Core S&P Mid-Cap ETF
+0.92%
+$12,049.14 
COF Capital One Financial Corp.
+0.91%
+$3,365.37 
BNS Bank of Nova Scotia
+0.9%
+$175,769.16 
SCHX Schwab U.S. Large-Cap ETF
+0.89%
+$3,693.57 
IYJ iShares U.S. Industrials ETF
+0.89%
+$2,337.5 
EZU iShares MSCI Eurozone ETF
+0.88%
+$2,342.7 
FTLS First Trust Long/Short Equity ETF
+0.87%
+$101,262.08 
SOBO South Bow Corporation
+0.87%
+$5,765.5 
PNOV Innovator U.S. Equity Power Buffer ETF - November
+0.86%
+$2,674.15 
WFC Wells Fargo & Company
+0.86%
+$5,089.28 
AVUV Avantis U.S. Small Cap Value ETF
+0.86%
+$5,890.51 
SCHB Schwab U.S. Broad Market ETF
+0.86%
+$2,120.25 
AGI Alamos Gold Inc. Class A Common Shares
+0.85%
+$15,300 
FIVN Five9 Inc.
+0.85%
+$11,596.8 
VTI Vanguard Total Stock Market ETF
+0.85%
+$1.98M 
IVV iShares Core S&P 500 ETF
+0.84%
+$22,530.68 
SLF Sun Life Financial Inc.
+0.82%
+$21,408.33 
VOO Vanguard S&P 500 ETF
+0.82%
+$30,620.74 
SPY State Street SPDR S&P 500 ETF Trust
+0.82%
+$57,813.88 
IWM iShares Russell 2000 ETF
+0.82%
+$4,169.7 
IJR iShares Core S&P Small-Cap ETF
+0.82%
+$2,883.76 
DFAU Dimensional U.S. Core Equity Market ETF
+0.78%
+$5,555.5 
IWB iShares Russell 1000 ETF
+0.77%
+$5,808.51 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.75%
+$358,479.82 
AG First Majestic Silver Corp.
+0.74%
+$1,721.5 
KGC Kinross Gold Corporation
+0.74%
+$1,761.37 
ESGV Vanguard ESG U.S. Stock ETF
+0.73%
+$3,844.54 
TCBI Texas Capital Bancshares Inc.
+0.73%
+$1,702 
VEA Vanguard FTSE Developed Markets ETF
+0.72%
+$1,913.67 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$98,359.69 
TD Toronto-Dominion Bank
+0.7%
+$244,068.93 
AMZN Amazon.com Inc
+0.69%
+$68,440.52 
MSI Motorola Solutions, Inc.
+0.68%
+$1,831.21 
IAU iShares Gold Trust
+0.68%
+$151,423.59 
LRGF iShares U.S. Equity Factor ETF
+0.68%
+$396,182.33 
RY Royal Bank of Canada
+0.67%
+$252,807.08 
GLD SPDR Gold Shares
+0.66%
+$7,285.14 
DFAI Dimensional International Core Equity Market ETF
+0.64%
+$2,669.08 
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$3,603.9 
DFSU Dimensional US Sustainability Core 1 ETF
+0.64%
+$68,188.85 
EFA iShares MSCI EAFE ETF
+0.64%
+$5,251.79 
NEM Newmont Corporation
+0.63%
+$95,080.05 
BAC Bank of America Corporation
+0.62%
+$13,396.95 
SGOL abrdn Physical Gold Shares ETF
+0.62%
+$2,538.94 
IAG IAMGOLD Corporation
+0.61%
+$1,925 
FDX FedEx Corp.
+0.61%
+$51,945.3 
BRK-A Berkshire Hathaway Inc.
+0.6%
+$9,810 
VYM Vanguard High Dividend Yield ETF
+0.6%
+$2,894.48 
SU Suncor Energy Inc.
+0.6%
+$174,178.7 
IYM iShares U.S. Basic Materials ETF
+0.59%
+$1,433.25 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.58%
+$1,905 
BA The Boeing Company
+0.57%
+$1,911.6 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.57%
+$1,668.17 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.56%
+$3,207.6 
AOA iShares Core 80/20 Aggressive Allocation ETF
+0.56%
+$1,849.49 
B BARRICK MINING CORP Common Stock (ABR0)
+0.55%
+$2,971.5 
JNJ Johnson & Johnson
+0.54%
+$103,789.4 
EWC iShares MSCI Canada ETF
+0.54%
+$4,880.2 
IAPR Innovator International Developed Power Buffer ETF - April
+0.53%
+$4,646.25 
XOM ExxonMobil Holdings Corporation
+0.52%
+$7,152.96 
PJUL Innovator U.S. Equity Power Buffer ETF - July
+0.52%
+$4,334.98 
MSCI MSCI Inc.
+0.51%
+$2,927.99 
VTV Vanguard Morningstar Value ETF
+0.51%
+$4,098.6 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.5%
+$364,101.08 
MCD McDonald's Corporation
+0.48%
+$14,254.8 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.47%
+$2,617.85 
SKE Skeena Resources Limited
+0.46%
+$3,510 
IGV iShares Expanded Tech-Software Sector ETF
+0.46%
+$6,344.4 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.44%
+$1,767.3 
SHOP Shopify Inc.
+0.43%
+$2,225.07 
VNQ Vanguard Real Estate ETF
+0.42%
+$2,608.71 
KAPR Innovator U.S. Small Cap Power Buffer ETF - April
+0.42%
+$1,217.34 
QUAL iShares MSCI USA Quality Factor ETF
+0.42%
+$4,924.65 
VXUS Vanguard Total International Stock ETF
+0.41%
+$4,838.88 
LLY Eli Lilly and Company
+0.41%
+$6,739.02 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$290,347.42 
HBAN HubSpot Inc.
+0.38%
+$615.3 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.38%
+$6,616.88 
DFSI Dimensional International Sustainability Core 1 ETF
+0.38%
+$15,770.9 
WM Waste Management Inc.
+0.36%
+$2,172.39 
RSP Invesco S&P 500 Equal Weight ETF
+0.35%
+$2,877.36 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.35%
+$756.5 
XLF State Street Financial Select Sector SPDR ETF
+0.35%
+$4,668.3 
BN Brookfield Corporation
+0.34%
+$6,629.61 
ECL Ecolab Inc.
+0.33%
+$1,203.2 
TRP TC Energy Corporation
+0.32%
+$49,872.6 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.32%
+$86,073.82 
IALT iShares Systematic Alternatives Active ETF
+0.32%
+$125,831.77 
BEPC Brookfield Renewable Corporation
+0.31%
+$676.62 
DGRO iShares Core Dividend Growth ETF
+0.31%
+$2,551.68 
CP Canadian Pacific Kansas City Ltd.
+0.3%
+$1,571.94 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.29%
+$766.92 
ABT Abbott Laboratories
+0.29%
+$1,636.02 
USMV iShares MSCI USA Min Vol Factor ETF
+0.29%
+$703.5 
SPXT ProShares S&P 500 Ex-Technology ETF
+0.27%
+$1,524.33 
MUB iShares National Muni Bond ETF
+0.27%
+$102,723.23 
EL The Estée Lauder Companies Inc. Class A Common Stock
+0.26%
+$7,415.8 
MOS The Mosaic Company
+0.25%
+$835.87 
WMT Walmart Inc.
+0.25%
+$50,434.97 
T AT&T Inc.
+0.24%
+$420 
SWK Stanley Black & Decker Inc.
+0.23%
+$968.3 
ORCL Oracle Corporation
+0.21%
+$19,333.08 
PBA Pembina Pipeline Corp.
+0.19%
+$2,305.27 
SPLV Invesco S&P 500 Low Volatility ETF
+0.17%
+$1,242.5 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
+0.15%
+$636 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.14%
+$3,302.32 
APD Air Products and Chemicals Inc.
+0.14%
+$340.01 
PAAS Pan American Silver Corp.
+0.14%
+$503.47 
ABBV AbbVie Inc.
+0.12%
+$2,987.6 
CNQ Canadian Natural Resources Ltd.
+0.09%
+$12,212.26 
RCI Rogers Communications Inc. Class B
+0.08%
+$8,625.23 
BGRN iShares USD Green Bond ETF
+0.07%
+$485.49 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.06%
+$20,442.51 
EEM iShares MSCI Emerging Markets ETF
+0.03%
+$85.01 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$22,682.79 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$79.2 
BOXX Alpha Architect 1-3 Month Box ETF
+0.01%
+$81.08 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$59.91 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$37.42 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$1,771.1 
VBIL Vanguard 0-3 Month Treasury Bill ETF
0%
+$2.17 
BMOOF Blue Moon Metals Inc.
0%
$0 
BYDGF Boyd Group Services Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MDALF MDA Space Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 BAM
BAM
0%
$0 OGG
OGG
0%
$0 
MGNI Magnite, Inc.
-4.76%
-$80,305.75 
NFLX Netflix Inc.
-4.21%
-$72,049.62 
TAP Molson Coors Beverage Company Class B Common Stock
-3.54%
-$11,534 
SAN Banco Santander, S.A. Sponsored ADR
-3.31%
-$4,536.87 
MRK Merck & Co., Inc.
-3.15%
-$28,693.7 
DG Dollar General Corp.
-3.04%
-$11,163.1 
CNC Centene Corp.
-3.02%
-$7,350.04 
CMCSA Comcast Corp. Class A Common Stock
-2.93%
-$117,352.55 
ETSY Etsy Inc.
-2.75%
-$12,513.87 
ICLN iShares Global Clean Energy ETF
-2.68%
-$21,174.49 
VZ Verizon Communications Inc.
-2.68%
-$42,417.72 
BKNG Booking Holdings Inc.
-2.5%
-$5,375.98 
TGT Target Corp.
-2.21%
-$5,069.98 
DIS The Walt Disney Company
-2.02%
-$72,667.24 
NOW ServiceNow Inc.
-2.01%
-$6,080.02 
FSLR First Solar Inc.
-1.9%
-$7,700.87 
UNH UnitedHealth Group Inc.
-1.74%
-$31,325.84 
MA Mastercard Inc. Class A Common Stock
-1.62%
-$14,252.01 
CRM Salesforce, Inc.
-1.48%
-$5,151.16 
BF-B Brown-Forman Corporation
-1.43%
-$5,407.5 
QXO QXO Inc.
-1.38%
-$5,904.55 
OTEX Open Text Corp.
-1.36%
-$167,846.76 
QSR Restaurant Brands International Inc.
-1.33%
-$3,197 
TU TELUS Corporation
-1.3%
-$17,440.44 
AIOT PowerFleet, Inc.
-1.13%
-$9,573 
CL Colgate-Palmolive Co.
-1.07%
-$14,383.42 
AAPL Apple Inc.
-1.04%
-$870,621.6 
V Visa Inc. Class A
-1.02%
-$92,542.13 
CVS CVS Health Corporation Common Stock
-1.01%
-$116,956.98 
FTS Fortis Inc.
-0.98%
-$7,006.44 
IBIT iShares Bitcoin Trust ETF
-0.97%
-$3,771.41 
MCK McKesson Corporation
-0.94%
-$7,581.74 
GFL GFL Environmental Inc.
-0.92%
-$30,386.58 
GIB CGI Inc.
-0.92%
-$97,914.75 
UPS United Parcel Service, Inc. Class B Common Stock
-0.86%
-$4,458.75 
PFE Pfizer Inc.
-0.82%
-$82,567.7 
ISRG Intuitive Surgical Inc.
-0.78%
-$2,109.85 
EQX Equinox Gold Corp.
-0.74%
-$10,518.75 
PG The Procter & Gamble Company
-0.74%
-$9,299.49 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.72%
-$1,783.08 
HRL Hormel Foods Corporation
-0.71%
-$2,238.74 
HD The Home Depot, Inc.
-0.71%
-$6,580.73 
BAX Baxter International Inc.
-0.69%
-$2,528.75 
UL Unilever PLC Sponsored ADR
-0.67%
-$2,249.47 
UBER Uber Technologies Inc.
-0.66%
-$6,738.6 
VZLA Vizsla Silver Corp.
-0.65%
-$1,866 
VMD Viemed Healthcare, Inc.
-0.61%
-$748.8 
KMB Kimberly-Clark Corporation
-0.59%
-$3,238.3 
BCE BCE Inc.
-0.56%
-$7,502.48 
GOOG Alphabet Inc
-0.55%
-$187,488.4 
BIP Brookfield Infrastructure Partners L.P.
-0.54%
-$6,024.2 
LOW Lowe's Companies, Inc.
-0.53%
-$1,489.3 
DBC Invesco DB Commodity Index Tracking Fund
-0.51%
-$3,578.75 
HDSN Hudson Technologies, Inc.
-0.47%
-$321.25 
TFII TFI International Inc.
-0.46%
-$2,675.43 
BMY Bristol-Myers Squibb Company
-0.44%
-$2,920.86 
FDXF FedEx Freight Holding Company, Inc.
-0.42%
-$7,421.18 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.38%
-$3,726.23 
PEP PepsiCo, Inc.
-0.38%
-$36,647.58 
GOOGL Alphabet Inc
-0.37%
-$37,161.01 
TJX The TJX Companies, Inc.
-0.36%
-$2,997.79 
VWO Vanguard FTSE Emerging Markets ETF
-0.34%
-$689.08 
DXCM DexCom Inc.
-0.29%
-$735.31 
BEP Brookfield Renewable Partners L.P.
-0.28%
-$2,312.08 
CVX Chevron Corporation
-0.26%
-$2,970.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.23%
-$1,526.08 
ITRG Integra Resources Corp.
-0.23%
-$240 
BX Blackstone Inc.
-0.22%
-$651.82 
META Meta Platforms Inc Class A
-0.21%
-$5,086.68 
BBUC Brookfield Business Corporation Class A Subordinate Voting Shares
-0.18%
-$17,852.15 
IEMG iShares Core MSCI Emerging Markets ETF
-0.16%
-$346.2 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.15%
-$64,973.45 
KO The Coca-Cola Company
-0.15%
-$408.24 
IBM International Business Machines Corporation
-0.08%
-$8,486.2 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
-0.04%
-$1,060.12 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.01%
-$6,197.09 
COST Costco Wholesale Corp
0%
-$173.71 Events
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Dividends
Dividend Analysis
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| Trades 1914 | Longs Won 1429/1914 74% | Profit Factor 15.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.06M |
| Average Win $347,225.92 | Best Trade (Oct 23) $71.53M | Sharpe Ratio -18.29 |
| Average Loss -$67,828.71 | Worst Trade (Oct 26) -$2.43M | Z-Score 13.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 4d | Expectancy $242,052.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 239,840 | $51.74M | $82.53M | - | $30.79M | 59.51% | -1.044% |
| AAUC Allied Gold Corporation | 19,295 | $308,728.7 | $386,285.9 | - | $77,557.2 | 25.12% | +1.624% |
| ABBV AbbVie Inc. | 8,536 | $1.69M | $2.44M | - | $755,504.86 | 44.82% | +0.123% |
| ABFL Abacus FCF Leaders ETF | 17,136 | $1.22M | $1.36M | - | $139,738.32 | 11.46% | +0.961% |
| ABT Abbott Laboratories | 5,364 | $632,837.72 | $557,882.82 | - | -$74,954.9 | -11.84% | +0.294% |
| AEM Agnico Eagle Mines Limited | 77,014 | $8.9M | $13.58M | - | $4.69M | 52.71% | +1.403% |
| AG First Majestic Silver Corp. | 15,650 | $129,278.78 | $232,872 | - | $103,593.22 | 80.13% | +0.745% |
| AGI Alamos Gold Inc. Class A Common Shares | 60,000 | $1.6M | $1.81M | - | $209,398.86 | 13.07% | +0.852% |
| AIOT PowerFleet, Inc. | 319,100 | $1.14M | $839,233 | - | -$298,257 | -26.22% | -1.128% |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,851 | $316,091 | $305,855.55 | - | -$10,235.45 | -3.24% | +1.22% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 25,535 | $3.13M | $2.48M | - | -$645,785.3 | -20.64% | +1.705% |
| AMAT Applied Materials Inc. | 675 | $241,471.47 | $264,772.12 | - | $23,300.65 | 9.65% | +3.98% |
| AMD Advanced Micro Devices Inc. | 1,011 | $589,054.86 | $537,791.34 | - | -$51,263.52 | -8.7% | +2.932% |
| AMZN Amazon.com Inc | 39,791 | $8.6M | $9.94M | - | $1.33M | 15.5% | +0.694% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 3,457 | $303,716.02 | $335,035.15 | - | $31,319.13 | 10.31% | +0.555% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 4,450 | $205,135.66 | $217,293.5 | - | $12,157.84 | 5.93% | +0.349% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 5,891 | $312,230.74 | $403,180.04 | - | $90,949.3 | 29.13% | +0.44% |
| APD Air Products and Chemicals Inc. | 800 | $232,392 | $246,060.01 | - | $13,668.01 | 5.88% | +0.138% |
| ARIS Aris Mining Corporation | 31,325 | $144,901.97 | $489,139.87 | - | $344,237.9 | 237.57% | +1.003% |
| ASA ASA Gold and Precious Metals Limited | 5,000 | $150,700 | $245,950 | - | $95,250 | 63.21% | +1.152% |
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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 - $10.72M, Vanguard Total Stock Market ETF - $6.74M, Vanguard Intermediate-Term Treasury ETF - $6.13M, Cisco Systems, Inc - $5.19M, and Vanguard FTSE All-World ex-US Index Fund ETF Shares - $4.56M. 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, Willis Towers Watson Public Limited Company - $431,208.4, Nike, Inc. Class B Common Stock - $404,270.91, and The Charles Schwab Corporation - $291,910.8. 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 $73.53M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $10.75M, Vanguard Total Stock Market ETF - $6.48M, Vanguard Intermediate-Term Treasury ETF - $6.13M, Vanguard FTSE All-World ex-US Index Fund ETF Shares - $4.01M, 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.
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