MS
Matt Shibata Portfolio
Invests via Morling Financial Advisors LLC | Managed by Matthew Shibata, Peter Ling, Wa Huong
Invests via Morling Financial Advisors LLC
Managed by Matthew Shibata, Peter Ling, Wa Huong
Automatically Tracked
Matt Shibata Profile
With a robust foundation in finance and technology, Matt Shibata has emerged as a significant player within the entrepreneurial ecosystem. His career highlights include co-founding several innovative startups that have leveraged emerging technologies to solve complex market challenges. Combining operational acumen with investment expertise, he navigates the intersection of growth-oriented ventures and strategic partnerships. Through these endeavors, Shibata contributes meaningfully to startup landscapes by mentoring early-stage companies and driving forward-thinking initiatives in capital markets. His reputation as an influential advisor enhances his relevance in identifying and cultivating high-potential opportunities.
With a robust foundation in finance and technology, Matt Shibata has emerged as a significant player within the entrepreneurial ecosystem. His career highlights include co-founding several innovative startups that have leveraged emerging technologies to solve complex market challenges. Combining operational acumen with investment expertise, he navigates the intersection of growth-oriented ventures and strategic partnerships. Through these endeavors, Shibata contributes meaningfully to startup landscapes by mentoring early-stage companies and driving forward-thinking initiatives in capital markets. His reputation as an influential advisor enhances his relevance in identifying and cultivating high-potential opportunities.
Investment Philosophy & Strategy
Growth opportunities in technology-centric startups are at the forefront of strategic decision-making for Matt Shibata. His extensive experience as a co-founder has positioned him to recognize emerging trends and operational efficiencies that drive scalability. With a strong inclination towards mentoring, he plays a pivotal role in shaping innovative business models while fostering collaborations within the entrepreneurial ecosystem. This focus on transformational leadership enables ventures under his guidance to harness disruptive potential effectively, creating value across various market segments.
Growth opportunities in technology-centric startups are at the forefront of strategic decision-making for Matt Shibata. His extensive experience as a co-founder has positioned him to recognize emerging trends and operational efficiencies that drive scalability. With a strong inclination towards mentoring, he plays a pivotal role in shaping innovative business models while fostering collaborations within the entrepreneurial ecosystem. This focus on transformational leadership enables ventures under his guidance to harness disruptive potential effectively, creating value across various market segments.
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:
45.24%
Gain +0.34%
Monthly
0.57%
Yearly
7.01%
Drawdown
15.42%
$352.44M
Equity
Holdings
$352.44M
Investment
$277.25M
$108.61M
Profit +$1.3M
Realized
$33.41M
Unrealized
$75.19M
Dividends
$17.76M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.34%
Profit
$1.3M
Win %
82%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$2.57M
Win %
82%
This Month
Compared to last month
Gain
-1.22%
Profit
-$4.34M
Win %
82%
This Year
Compared to last year
Gain
-2.12%
Profit
-$3.38M
Win %
80%
STUB StubHub Holdings, Inc.
+7.86%
+$116,177.73 
AMD Advanced Micro Devices, Inc.
+4.73%
+$40,552.48 
AG First Majestic Silver Corp
+4.2%
+$8,875 
TFPM Triple Flag Precious Metals Corp
+4.14%
+$10,440 
GDXJ VanEck Junior Gold Miners ETF
+3.19%
+$2,904.44 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$6,345.5 
GDX VanEck Gold Miners ETF
+2.98%
+$4,312.88 
BTG B2Gold Corp
+2.93%
+$2,820 
SCHW Charles Schwab Corporation
+2.73%
+$5,566 
JPM JPMorgan Chase & Co.
+2.3%
+$13,097.1 
TSLA Tesla, Inc.
+1.82%
+$61,050.08 
BAC Bank of America Corporation
+1.5%
+$5,235.64 
RGLD Royal Gold Inc.
+1.43%
+$2,417.24 
PDP Invesco Dorsey Wright Momentum ETF
+1.3%
+$5,514.04 
ABBV AbbVie Inc.
+1.3%
+$2,856.7 
IWN iShares Russell 2000 Value ETF
+1.17%
+$197.34 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$474.39 
ABNB Airbnb, Inc.
+1.09%
+$3,266.12 
FXI iShares China Large-Cap ETF
+1.06%
+$22.2 
IJR iShares Core S&P Small-Cap ETF
+1%
+$969.87 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,001.99 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.92%
+$0.34 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$789.37 
PRF Invesco FTSE RAFI US 1000 ETF
+0.92%
+$5,301.8 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$7,078.2 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$9,552.4 
IWM iShares Russell 2000 ETF
+0.9%
+$1,244.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$10,184.51 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.86%
+$8,200.74 
ICF iShares Cohen & Steers Realty Majors ETF
+0.82%
+$84.75 
SDY SPDR S&P Dividend ETF
+0.82%
+$435.95 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$6,297.89 
INVH Invitation Homes Inc.
+0.76%
+$2,007.67 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$1,116.11 
VB Vanguard Small-Cap ETF
+0.73%
+$1,042.75 
AVUS Avantis U.S. Equity ETF
+0.69%
+$47,413.26 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$2,984.86 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$4,215 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$105.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$17,367 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$33,718.85 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$167,052.17 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$285,212.84 
BIZD VanEck BDC Income ETF
+0.59%
+$1,402.5 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$74.4 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$1,519.2 
IVV iShares Core S&P 500 ETF
+0.58%
+$34,636.6 
VOO Vanguard S&P 500 ETF
+0.58%
+$5,914.68 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.57%
+$3,140.13 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$5,888.15 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$6,035.54 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.55%
+$4,986.44 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$7,756.8 
GOOGL Alphabet Inc
+0.53%
+$10,128.73 
ESGU iShares ESG Aware MSCI USA ETF
+0.52%
+$10,742.76 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$7,750.54 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$62,448.82 
VT Vanguard Total World Stock ETF
+0.46%
+$144.72 
DFSU Dimensional US Sustainability Core 1 ETF
+0.46%
+$8,280.09 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$138,468.96 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$826.35 
GOOG Alphabet Inc
+0.45%
+$11,148.73 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$0.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$128.7 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$60,932.36 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$2,002.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$14,167 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.31%
+$0.07 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$1,418.48 
EFA iShares MSCI EAFE ETF
+0.31%
+$1,101.76 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$27,970.44 
SCHF Schwab International Equity ETF
+0.29%
+$792 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$406.73 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$1,357.44 
DX Dynex Capital Inc.
+0.23%
+$2,517.93 
EWT iShares MSCI Taiwan ETF
+0.18%
+$38 
LDEM iShares ESG MSCI EM Leaders ETF
+0.18%
+$51.47 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.17%
+$71,645.73 
NVDA NVIDIA Corporation
+0.14%
+$3,698.95 
MSFT Microsoft Corp.
+0.1%
+$702.4 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$92.1 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$85.53 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$0.01 
FLXR TCW Flexible Income ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
RDDT Reddit Inc Class A
-6.43%
-$70,012.83 
DOCN DigitalOcean Holdings Inc.
-2.6%
-$14,786.78 
LLY Eli Lilly and Company
-2.41%
-$6,512.35 
AAPL Apple Inc.
-1.52%
-$175,585.5 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$9,472.05 
AMZN Amazon.com Inc
-1.23%
-$26,722.88 
NFLX Netflix, Inc.
-1.14%
-$3,115.5 
UBER Uber Technologies, Inc.
-1.12%
-$5,371.08 
IVR Invesco Mortgage Capital Inc.
-0.87%
-$1,420.44 
NOW ServiceNow, Inc.
-0.87%
-$2,110.5 
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF
-0.51%
-$232.18 
ISRG Intuitive Surgical, Inc.
-0.44%
-$1,276.04 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.28%
-$391.93 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$473 
META Meta Platforms Inc Class A
-0.26%
-$2,195.3 
CRM Salesforce Inc
-0.25%
-$468.22 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.16%
-$0.04 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$21,954.17 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.11%
-$131.28 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.1%
-$302.05 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$0.01 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$5,138.24 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1196 | Longs Won 734/1196 61% | Profit Factor 15.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $714,056.17 |
| Average Win $158,404.33 | Best Trade (Sep 29) $21.34M | Sharpe Ratio -9.05 |
| Average Loss -$16,579.32 | Worst Trade (Dec 30) -$1.04M | Z-Score 1.8 (92.74%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 5d | Expectancy $90,810.31 |
| 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 | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
