Diversified Portfolio Highlights Top Performers and Strategic Investments
Investor Richard S. Fuld through Matrix Private Capital Group holds a diversified portfolio with significant allocations in key index funds, reflecting a strategic approach to asset management.
Strategic Asset Allocation: A Diversified Approach
As of September 30, 2025, Richard S. Fuld's portfolio through Matrix Private Capital Group features a balanced investment strategy across various sectors and asset classes.
Top Holdings by Value
Among the top holdings is VANGUARD INDEX FDS (VTV), representing 10.35% of the portfolio with a total stock value of $19,525,510. Followed closely by VANGUARD INDEX FDS (VUG) at 9.86% ($18,609,430). Other notable allocations include ISHARES TR (IEFA) at 7.27% ($13,710,990), EATON VANCE TAX-MANAGED DIVE (XETYX) at 5.64% ($10,645,445), and others contributing to the overall diversification.
Sector Concentrations
The portfolio exhibits a broad market approach without significant concentration in any specific sector. All holdings are categorized under 'sector' null, indicating a non-specific sector allocation strategy.
Investment Strategy Highlights
Changes from prior periods reveal mixed performance: VANGUARD INDEX FDS (VTV) increased by 4.41%, while SELECT SECTOR SPDR TR (XLE) decreased by 0.67%. This reflects a cautious approach to managing investments, balancing growth and stability.
Portfolio Strategy
Funds like VANGUARD INDEX FDS (VTV), VANGUARD INDEX FDS (VUG), ISHARES TR (IEFA), EATON VANCE TAX-MANAGED DIVE (XETYX), and ISHARES TR (IJR) hold significant allocations, underscoring a strategic mix of technology, healthcare, financials, consumer discretionary, and consumer staples.
This portfolio strategy emphasizes diversification and risk management, with a focus on long-term growth through low-cost index funds. Richard S. Fuld's approach highlights a balanced investment strategy across various asset classes and sectors, ensuring stability and steady returns.