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
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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:
168.29%
Gain +1.93%
Monthly
1.67%
Yearly
21.94%
Drawdown
35.12%
$360.05M
Equity
Holdings
$360.05M
Investment
$283.41M
$103.75M
Profit +$2.53M
Realized
$27.12M
Unrealized
$76.63M
Dividends
$19.73M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.93%
Profit
$2.53M
Win %
80%
This Week
Compared To Last Week
Gain
1.68%
Profit
$5.94M
Win %
80%
This Month
Compared to last month
Gain
1.68%
Profit
$5.94M
Win %
80%
This Year
Compared to last year
Gain
0.36%
Profit
$1.28M
Win %
79%
AMD Advanced Micro Devices, Inc.
+2.21%
+$12,320.18 
FXI iShares China Large-Cap ETF
+1.16%
+$25.2 
META Meta Platforms Inc Class A
+0.9%
+$8,426.97 
NOW ServiceNow, Inc.
+0.79%
+$2,180.4 
AAPL Apple Inc.
+0.45%
+$54,391.77 
GOOG Alphabet Inc
+0.43%
+$10,741.5 
EWT iShares MSCI Taiwan ETF
+0.28%
+$56 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.23%
+$3,303.74 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.2%
+$301.3 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.17%
+$1,124 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$1,404.76 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$31,958.66 
SDY SPDR S&P Dividend ETF
+0.06%
+$31.77 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$1.05 
ABNB Airbnb, Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GDXJ VanEck Junior Gold Miners ETF
0%
$0 
ICF iShares Cohen & Steers Realty Majors ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVR Invesco Mortgage Capital Inc.
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
STUB StubHub Holdings, Inc.
0%
$0 
TFPM Triple Flag Precious Metals Corp
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VPL Vanguard FTSE Pacific ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
BTG B2Gold Corp
-8.54%
-$15,225 
OUNZ VanEck Merk Gold Trust
-4.66%
-$13,395 
IWF iShares Russell 1000 Growth ETF
-4.5%
-$6,839.96 
PDP Invesco Dorsey Wright Momentum ETF
-3.66%
-$14,870.28 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-3.6%
-$19,170.36 
MTUM iShares MSCI USA Momentum Factor ETF
-3.35%
-$1,527.33 
DFAE Dimensional Emerging Core Equity Market ETF
-3.12%
-$891,531.63 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.12%
-$13,050.16 
SCHX Schwab U.S. Large-Cap ETF
-3.03%
-$409,999.84 
VV Vanguard Large-Cap Index Fund ETF Shares
-3.02%
-$160.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-2.99%
-$293,829.04 
DFSU Dimensional US Sustainability Core 1 ETF
-2.98%
-$58,547.09 
RDDT Reddit Inc Class A
-2.81%
-$25,616.05 
DFAU Dimensional US Core Equity Market ETF
-2.8%
-$805,458.24 
BIZD VanEck BDC Income ETF
-2.52%
-$6,214.72 
AVUS Avantis U.S. Equity ETF
-2.46%
-$175,487.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$100,955.88 
FNDA Schwab Fundamental U.S. Small Company ETF
-2.39%
-$0.91 
ESGE iShares ESG Aware MSCI EM ETF
-2.35%
-$21,225.08 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$3,020.63 
VLUE iShares MSCI USA Value Factor ETF
-2.25%
-$801.83 
SCHF Schwab International Equity ETF
-2.17%
-$5,635.8 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$1,930.48 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$23,106.35 
DFSI Dimensional International Sustainability Core 1 ETF
-2.07%
-$9,976.45 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-2%
-$1.85 
AG First Majestic Silver Corp
-1.87%
-$5,775 
SPEM SPDR Portfolio Emerging Markets ETF
-1.87%
-$14,324.96 
ISRG Intuitive Surgical, Inc.
-1.85%
-$4,965.46 
GE General Electric Company
-1.75%
-$4,488.91 
GEV GE Vernova Inc.
-1.74%
-$3,796.9 
IWN iShares Russell 2000 Value ETF
-1.71%
-$299.52 
DFAI Dimensional International Core Equity Market ETF
-1.7%
-$274,315.04 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.69%
-$8,859.6 
NFLX Netflix, Inc.
-1.43%
-$3,562.66 
GOOGL Alphabet Inc
-1.29%
-$21,013.16 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$10,729.68 
EEM iShares MSCI Emerging Markets ETF
-1.06%
-$130.2 
IVLU iShares MSCI International Value Factor ETF
-1.02%
-$178.65 
ABBV AbbVie Inc.
-0.97%
-$2,361.6 
XBI SPDR S&P Biotech ETF
-0.74%
-$257.64 
TSLA Tesla, Inc.
-0.63%
-$16,929.54 
DOCN DigitalOcean Holdings Inc.
-0.62%
-$2,507.89 
EWJ iShares MSCI Japan ETF
-0.58%
-$110 
TLT iShares 20+ Year Treasury Bond ETF
-0.58%
-$1,044 
VO Vanguard Mid-Cap ETF
-0.51%
-$1,117.2 
JPM JPMorgan Chase & Co.
-0.48%
-$3,171.68 
SCHA Schwab U.S. Small-Cap ETF
-0.33%
-$138.12 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$502.75 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.26%
-$378.13 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$0.05 
SCHB Schwab U.S. Broad Market ETF
-0.23%
-$3,810.45 
PRF Invesco FTSE RAFI US 1000 ETF
-0.23%
-$1,406.6 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.23%
-$103,293.27 
DX Dynex Capital Inc.
-0.2%
-$2,180.7 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$35,204.73 
ESGU iShares ESG Aware MSCI USA ETF
-0.18%
-$3,945.24 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.18%
-$534.64 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$1,341.08 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.16%
-$0.04 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$1,712.13 
IVV iShares Core S&P 500 ETF
-0.16%
-$10,061.32 
AMZN Amazon.com Inc
-0.14%
-$3,411.63 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$3,994.41 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.12%
-$0.04 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$0.03 
NVDA NVIDIA Corporation
-0.1%
-$2,811.29 
INVH Invitation Homes Inc.
-0.1%
-$270.69 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.07%
-$125.92 Events
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Dividends
Dividend Analysis
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| Trades 1288 | Longs Won 841/1288 65% | Profit Factor 6.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $737,658.18 |
| Average Win $144,290.04 | Best Trade (Sep 29) $21.34M | Sharpe Ratio -9.29 |
| Average Loss -$39,366.64 | Worst Trade (Mar 30) -$7.94M | Z-Score 6.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $80,552.05 |
| 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 | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $4.37M, Reddit Inc Class A - $3.28M, Vanguard Short-Term Treasury Fund - $2.1M, and TCW Flexible Income ETF - $1.85M. 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 $19.73M earned over time. The largest contributors to dividend income include SPDR DoubleLine Total Return Tactical ETF - $4.43M, Vanguard Short-Term Treasury Fund - $2.1M, TCW Flexible Income ETF - $1.85M, VANGUARD TOTAL STOCK MKT ETF - $1.33M, and First Trust TCW Unconstrained Plus Bond ETF - $1.31M. 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.
