Matrix Private Capital Group - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: December 2019 to September 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.19B
+9,999%+
Winning Positions
+71.31%
266 wins / 373 positions
Average Gain (Winners)
$756.94K
+9,999%+ avg per position
Active Positions
129
66 losing positions
Portfolio Value Over Time
Total Positions Tracked
373
All holdings over time
Win/Loss Ratio
4.03
266 gains / 66 losses
Active vs. Exited
129 / 251
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| VTV | Vanguard Value ETF | N/A | Dec 2019 | ACTIVE | $2.04K | $19.53M | $19.52M | +9,999%+ |
| VUG | Vanguard Growth ETF | N/A | Dec 2019 | ACTIVE | $2.95K | $18.61M | $18.61M | +9,999%+ |
| IEFA | iShares Core MSCI EAFE ETF | N/A | Dec 2019 | ACTIVE | $2.03K | $13.71M | $13.71M | +9,999%+ |
| IJH | iShares Core S&P Mid-Cap ETF | N/A | Dec 2019 | ACTIVE | $1.40K | $10.73M | $10.73M | +9,999%+ |
| XETYX | Eaton Vance Tax Managed Diversi | N/A | Mar 2020 | ACTIVE | $371.00 | $10.65M | $10.65M | +9,999%+ |
| IJR | iShares Core S&P Small-Cap ETF | N/A | Dec 2019 | ACTIVE | $2.01K | $8.71M | $8.71M | +9,999%+ |
| VWO | Vanguard FTSE Emerging Markets | N/A | Dec 2019 | ACTIVE | $2.02K | $7.10M | $7.10M | +9,999%+ |
| XLE | SPDR Select Sector Fund - Energ | N/A | Dec 2020 | ACTIVE | $244.00 | $6.52M | $6.52M | +9,999%+ |
| MLPA | Global X MLP ETF | N/A | Sep 2020 | ACTIVE | $38.00 | $5.57M | $5.57M | +9,999%+ |
| IVW | iShares S&P 500 Growth ETF | N/A | Dec 2019 | ACTIVE | $1.68K | $3.93M | $3.93M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.