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:
180.75%
Gain -1.97%
Monthly
1.58%
Yearly
20.64%
Drawdown
35.12%
$356.15M
Equity
Holdings
$356.15M
Investment
$287.86M
$99.86M
Profit -$2.91M
Realized
$27.12M
Unrealized
$72.74M
Dividends
$21.31M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.97%
Profit
-$2.91M
Win %
77%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$3.57M
Win %
77%
This Month
Compared to last month
Gain
0.04%
Profit
$145,798.76
Win %
77%
This Year
Compared to last year
Gain
-0.73%
Profit
-$2.61M
Win %
76%
LLY Eli Lilly and Company
+3.85%
+$10,594.04 
ABBV AbbVie Inc.
+3.34%
+$9,018.35 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$4,976.7 
JPM JPMorgan Chase & Co.
+1.16%
+$7,099.4 
SCHD Schwab U.S. Dividend Equity ETF
+1.05%
+$12,291.65 
NOW ServiceNow, Inc.
+0.99%
+$3,246.9 
SCHW Charles Schwab Corporation
+0.9%
+$1,982.3 
ABNB Airbnb, Inc.
+0.89%
+$3,386.24 
SDY SPDR S&P Dividend ETF
+0.76%
+$405.95 
TLT iShares 20+ Year Treasury Bond ETF
+0.65%
+$1,109.25 
CMG Chipotle Mexican Grill, Inc.
+0.54%
+$1,068.37 
AAPL Apple Inc.
+0.49%
+$65,193.44 
SCHP Schwab U.S. TIPS ETF
+0.28%
+$0.07 
NFLX Netflix, Inc.
+0.16%
+$369.71 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.13%
+$57,385.15 
VIG Vanguard Dividend Appreciation ETF
+0.11%
+$1,197.45 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.11%
+$19,202.58 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.04%
+$0.01 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.03%
+$0.01 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BIZD VanEck BDC Income ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
DOCN DigitalOcean Holdings Inc.
-14.76%
-$61,622.44 
DELL Dell Technologies Inc.
-11.39%
-$47,190.32 
AG First Majestic Silver Corp
-6.61%
-$18,900 
GEV GE Vernova Inc.
-6.2%
-$13,385.9 
AMD Advanced Micro Devices, Inc.
-5.73%
-$40,228.89 
GDXJ VanEck Junior Gold Miners ETF
-5.32%
-$10,613.78 
STUB StubHub Holdings, Inc.
-4.78%
-$36,829.8 
BAC Bank of America Corporation
-4.76%
-$16,234.69 
CRWD CrowdStrike Holdings, Inc.
-4.56%
-$51,780.48 
SOXX iShares Semiconductor ETF
-4.5%
-$3,353.76 
BTG B2Gold Corp
-4.41%
-$10,005 
GDX VanEck Gold Miners ETF
-4.38%
-$12,258.38 
RDDT Reddit Inc Class A
-4.36%
-$39,791.79 
TFPM Triple Flag Precious Metals Corp
-3.71%
-$10,260 
META Meta Platforms Inc Class A
-3.19%
-$38,732.4 
CAT Caterpillar Inc.
-3.08%
-$4,641 
NVDA NVIDIA Corporation
-3.08%
-$85,927.69 
UBER Uber Technologies, Inc.
-2.85%
-$13,992.79 
MTUM iShares MSCI USA Momentum Factor ETF
-2.63%
-$1,210.55 
IWF iShares Russell 1000 Growth ETF
-2.24%
-$3,499.8 
EWT iShares MSCI Taiwan ETF
-2.22%
-$504 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.18%
-$9,315.28 
TSLA Tesla, Inc.
-2.15%
-$67,634.67 
ESGE iShares ESG Aware MSCI EM ETF
-2.06%
-$18,828.7 
EEM iShares MSCI Emerging Markets ETF
-2.05%
-$251.1 
IEMG iShares Core MSCI Emerging Markets ETF
-1.97%
-$106,967.58 
VPL Vanguard FTSE Pacific ETF
-1.97%
-$55.75 
QQQ Invesco QQQ Trust, Series 1
-1.97%
-$5,497.12 
PDP Invesco Dorsey Wright Momentum ETF
-1.93%
-$7,860.44 
IWM iShares Russell 2000 ETF
-1.93%
-$2,531.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.93%
-$3,793.34 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.9%
-$2,846.86 
DFAE Dimensional Emerging Core Equity Market ETF
-1.83%
-$523,130.13 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.77%
-$9,517.2 
SCHA Schwab U.S. Small-Cap ETF
-1.75%
-$684.57 
AMZN Amazon.com Inc
-1.74%
-$39,366 
MSFT Microsoft Corp.
-1.71%
-$15,360.41 
GOOGL Alphabet Inc
-1.7%
-$26,940 
GOOG Alphabet Inc
-1.68%
-$40,679.03 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.68%
-$14,688.8 
IJR iShares Core S&P Small-Cap ETF
-1.59%
-$1,900.92 
IWN iShares Russell 2000 Value ETF
-1.55%
-$255.84 
VLUE iShares MSCI USA Value Factor ETF
-1.55%
-$552.05 
EWJ iShares MSCI Japan ETF
-1.51%
-$294 
VB Vanguard Small-Cap ETF
-1.51%
-$2,170 
OUNZ VanEck Merk Gold Trust
-1.5%
-$4,230 
FNDA Schwab Fundamental U.S. Small Company ETF
-1.46%
-$0.52 
CDNS Cadence Design Systems, Inc.
-1.42%
-$2,848.74 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-1.39%
-$1,711.65 
DFAS Dimensional U.S. Small Cap ETF
-1.37%
-$324.21 
SCHE Schwab Emerging Markets Equity ETF
-1.36%
-$14,360 
IJH iShares Core S&P Mid-Cap ETF
-1.35%
-$1,990.89 
SPEM SPDR Portfolio Emerging Markets ETF
-1.32%
-$10,189.92 
VWO Vanguard FTSE Emerging Markets ETF
-1.31%
-$10,460.58 
VT Vanguard Total World Stock ETF
-1.29%
-$416.12 
ESGU iShares ESG Aware MSCI USA ETF
-1.2%
-$25,963.08 
SCHX Schwab U.S. Large-Cap ETF
-1.18%
-$160,434.72 
SCHB Schwab U.S. Broad Market ETF
-1.17%
-$19,052.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.16%
-$583,087.44 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.16%
-$34,212.99 
VO Vanguard Mid-Cap ETF
-1.16%
-$2,500.4 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.1%
-$1,540.55 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.1%
-$15,467.51 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.09%
-$58.65 
VOO Vanguard S&P 500 ETF
-1.08%
-$11,678.82 
IVV iShares Core S&P 500 ETF
-1.08%
-$69,284.6 
SPY SPDR S&P 500 ETF Trust
-1.07%
-$11,637.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.07%
-$43,766.88 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.06%
-$105,171.28 
DFAC Dimensional U.S. Core Equity 2 ETF
-1.01%
-$6,463 
AVUS Avantis U.S. Equity ETF
-1.01%
-$71,938.68 
DFAU Dimensional US Core Equity Market ETF
-1.01%
-$291,911.04 
DFSU Dimensional US Sustainability Core 1 ETF
-0.94%
-$18,220.05 
SCHF Schwab International Equity ETF
-0.92%
-$2,309.75 
DFSI Dimensional International Sustainability Core 1 ETF
-0.91%
-$4,216.85 
FXI iShares China Large-Cap ETF
-0.91%
-$18.6 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$191.73 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.77%
-$0.69 
ICF iShares Cohen & Steers Realty Majors ETF
-0.74%
-$72 
IVR Invesco Mortgage Capital Inc.
-0.71%
-$847.84 
MAA Mid-America Apartment Communities, Inc.
-0.71%
-$1,306.42 
DFAI Dimensional International Core Equity Market ETF
-0.7%
-$108,974.17 
EFA iShares MSCI EAFE ETF
-0.7%
-$2,478.96 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.69%
-$3,494.62 
IVLU iShares MSCI International Value Factor ETF
-0.66%
-$111.16 
RSP Invesco S&P 500 Equal Weight ETF
-0.57%
-$498.98 
QUAL iShares MSCI USA Quality Factor ETF
-0.51%
-$808.52 
ISRG Intuitive Surgical, Inc.
-0.43%
-$1,303.12 
VGK Vanguard FTSE Europe ETF
-0.37%
-$9.6 
PRF Invesco FTSE RAFI US 1000 ETF
-0.27%
-$1,623 
GE General Electric Company
-0.2%
-$410.53 
INVH Invitation Homes Inc.
-0.15%
-$360.92 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.14%
-$0.03 
FLXR TCW Flexible Income ETF
-0.11%
-$32,785.04 
DX Dynex Capital Inc.
-0.09%
-$872.28 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$237.62 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$0.7 
XBI SPDR S&P Biotech ETF
-0.02%
-$6.84 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$5,326.71 
IVE ISHARES S&P 500 VALUE ETF
-0.01%
-$16 Events
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Dividends
Dividend Analysis
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| Trades 1288 | Longs Won 825/1288 64% | Profit Factor 5.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $741,778.38 |
| Average Win $146,640.13 | Best Trade (Sep 29) $21.34M | Sharpe Ratio -9.31 |
| Average Loss -$45,618.17 | Worst Trade (Mar 30) -$7.94M | Z-Score 3.59 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 6d | Expectancy $77,528.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,813 | 7,031 | 6,250 | 5,469 | 4,688 | 3,906 | 3,125 | 2,344 | 1,563 | 781 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 38,576 | $7.19M | $13.23M | - | $6.04M | 84.06% | +0.495% |
| ABBV AbbVie Inc. | 984 | $227,905.09 | $278,988.59 | - | $51,083.5 | 22.41% | +3.34% |
| ABNB Airbnb, Inc. | 2,288 | $290,206.44 | $382,233.28 | - | $92,026.84 | 31.71% | +0.894% |
| AG First Majestic Silver Corp | 17,500 | $353,300 | $266,875 | - | -$86,425 | -24.46% | -6.614% |
| AMD Advanced Micro Devices, Inc. | 1,159 | $235,775.37 | $661,580.38 | - | $425,805.01 | 180.6% | -5.732% |
| AMZN Amazon.com Inc | 8,748 | $1.54M | $2.22M | - | $679,803.04 | 44.06% | -1.74% |
| AVUS Avantis U.S. Equity ETF | 54,499 | $3.79M | $7.04M | - | $3.26M | 86.07% | -1.011% |
| BAC Bank of America Corporation | 6,317 | $260,140.61 | $324,630.63 | - | $64,490.02 | 24.79% | -4.763% |
| BIZD VanEck BDC Income ETF | 19,421 | $274,293.86 | $233,440.42 | - | -$40,853.44 | -14.89% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 795 | $395,040.46 | $418,845.75 | - | $23,805.29 | 6.03% | +1.202% |
| BTG B2Gold Corp | 43,500 | $182,255 | $217,065 | - | $34,810 | 19.1% | -4.406% |
| CAT Caterpillar Inc. | 195 | $207,655.5 | $146,051.1 | - | -$61,604.4 | -29.67% | -3.08% |
| CDNS Cadence Design Systems, Inc. | 601 | $225,567.33 | $198,005.46 | - | -$27,561.87 | -12.22% | -1.418% |
| CMG Chipotle Mexican Grill, Inc. | 6,475 | $244,931.94 | $197,584.62 | - | -$47,347.32 | -19.33% | +0.544% |
| CRWD CrowdStrike Holdings, Inc. | 4,344 | $281,286.7 | $1.08M | - | $801,629.06 | 284.99% | -4.563% |
| DELL Dell Technologies Inc. | 724 | $312,377.03 | $367,277.96 | - | $54,900.93 | 17.58% | -11.386% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 14,050 | $327,365 | $630,704.5 | - | $303,339.5 | 92.66% | -1.014% |
| DFAE Dimensional Emerging Core Equity Market ETF | 736,803 | $18.09M | $28.12M | - | $10.03M | 55.43% | -1.826% |
| DFAI Dimensional International Core Equity Market ETF | 375,773 | $10.9M | $15.48M | - | $4.58M | 42.03% | -0.699% |
| DFAS Dimensional U.S. Small Cap ETF | 303 | $24,949.02 | $23,409.78 | - | -$1,539.24 | -6.17% | -1.366% |
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FAQ
Which stocks have generated the highest profits for Matt Shibata?
The largest contributions to the portfolio's profits come from the following stocks: Coinbase Global, Inc - $16.5M, SPDR DoubleLine Total Return Tactical ETF - $4.77M, Reddit Inc Class A - $3.28M, Vanguard Short-Term Treasury Fund - $2.29M, and TCW Flexible Income ETF - $2.02M. 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: Expensify, Inc - $1.16M, Micron Technology, Inc - $527,037.63, Himax Technologies Inc - $274,428, FIRST REPUBLIC BK D/S N - $219,657.1, and Schwab Emerging Markets Equity ETF - $195,084.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matt Shibata's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.31M earned over time. The largest contributors to dividend income include SPDR DoubleLine Total Return Tactical ETF - $4.83M, Vanguard Short-Term Treasury Fund - $2.29M, TCW Flexible Income ETF - $2.02M, VANGUARD TOTAL STOCK MKT ETF - $1.46M, and Dimensional Emerging Core Equity Market ETF - $1.44M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matt Shibata's monthly returns?
Matt Shibata's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Matt Shibata's strategy be considered aggressive or moderate?
Matt Shibata's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Matt Shibata's strategy?
Matt Shibata'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.
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