Jonathon Gold Portfolio
Invests via Gold Investment Management Ltd. | Managed by Jonathon Gold
Invests via Gold Investment Management Ltd.
Managed by Jonathon Gold
Automatically Tracked
Jonathon Gold Profile
Seasoned venture investor and founder with expertise in consumer technology and fintech, Jonathon Gold brings operational experience scaling early-stage businesses and advising go-to-market and product strategy. His investment focus includes seed to Series A opportunities, capital efficient growth models, and category-defining founders. Active in board and mentorship roles, he combines operator perspective with capital allocation discipline to source and steward high-conviction growth investments.
Seasoned venture investor and founder with expertise in consumer technology and fintech, Jonathon Gold brings operational experience scaling early-stage businesses and advising go-to-market and product strategy. His investment focus includes seed to Series A opportunities, capital efficient growth models, and category-defining founders. Active in board and mentorship roles, he combines operator perspective with capital allocation discipline to source and steward high-conviction growth investments.
Investment Philosophy & Strategy
Focuses on seed-to-Series A consumer technology and fintech opportunities, privileging capital-efficient business models and founders with category-defining visions. Employs an operator-first underwriting lens, emphasizing unit economics, go-to-market defensibility and rapid product-market fit. Capital allocation is concentrated and conviction-driven, paired with active board engagement and operational support to de-risk scaling. Time horizon is growth-oriented with disciplined exit planning toward strategic or follow-on financings.
Focuses on seed-to-Series A consumer technology and fintech opportunities, privileging capital-efficient business models and founders with category-defining visions. Employs an operator-first underwriting lens, emphasizing unit economics, go-to-market defensibility and rapid product-market fit. Capital allocation is concentrated and conviction-driven, paired with active board engagement and operational support to de-risk scaling. Time horizon is growth-oriented with disciplined exit planning toward strategic or follow-on financings.
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:
59.74%
Gain +0.38%
Monthly
1.41%
Yearly
18.27%
Drawdown
15.34%
$333.37M
Equity
Holdings
$333.37M
Investment
$223.72M
$122.05M
Profit +$1.25M
Realized
$12.4M
Unrealized
$109.65M
Dividends
$17.63M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$1.25M
Win %
80%
This Week
Compared To Last Week
Gain
0.29%
Profit
$950,981.13
Win %
80%
This Month
Compared to last month
Gain
1.3%
Profit
$4.26M
Win %
80%
This Year
Compared to last year
Gain
-1.66%
Profit
-$5.63M
Win %
80%
HONA Honeywell Aerospace Inc.
+3.27%
+$11,753.34 
USB U.S. Bancorp
+2.98%
+$769.5 
C Citigroup Inc.
+2.98%
+$93,364.8 
PBA Pembina Pipeline Corporation
+2.82%
+$14,530.24 
UL Unilever PLC Sponsored American Depositary Receipt
+2.68%
+$36.33 
NEM Newmont Corporation
+2.64%
+$3,338.46 
PM Philip Morris International Inc.
+2.63%
+$3,948.75 
OVV Ovintiv Inc.
+2.61%
+$310.5 
JPM JPMorgan Chase & Co.
+2.55%
+$170,455.28 
PNC The PNC Financial Services Group, Inc.
+2.53%
+$4,821.84 
RTX RTX Corporation
+2.49%
+$15,712.35 
GM General Motors Company
+2.44%
+$2,142 
TRP TC Energy Corporation
+2.33%
+$13,662.31 
NOC Northrop Grumman Corporation
+2.33%
+$26,818.78 
EXR Extra Space Storage Inc.
+2.3%
+$76.08 
CMCSA Comcast Corp
+2.3%
+$498 
TM Toyota Motor Corporation
+2.29%
+$79,609.2 
LMT Lockheed Martin Corporation
+2.28%
+$120,590.62 
MGA Magna International Inc.
+2.26%
+$1,503 
TTE TotalEnergies SE
+2.22%
+$393 
PSA Public Storage Common Stock
+2.18%
+$11,455.79 
PEP PepsiCo, Inc.
+2.17%
+$1,879.28 
BP BP p.l.c. Sponsored ADR
+2.08%
+$248.46 
MET MetLife Inc.
+2%
+$3,939.6 
HD The Home Depot, Inc.
+1.94%
+$2,695.5 
CNQ Canadian Natural Resources Limited
+1.92%
+$97,536.87 
GE General Electric Company
+1.91%
+$595.5 
VET Vermilion Energy Inc.
+1.9%
+$72 
PGR Progressive Corporation
+1.83%
+$39.2 
BNY BlackRock New York Municipal Income Trust
+1.81%
+$257.5 
MKL Markel Group Inc.
+1.78%
+$46,918.9 
BLK BlackRock, Inc.
+1.78%
+$50,440.83 
DIS The Walt Disney Company
+1.78%
+$340.81 
TJX The TJX Companies, Inc.
+1.75%
+$286.45 
AXP American Express Company
+1.72%
+$177.87 
LLY Eli Lilly and Company
+1.69%
+$50,521.85 
GD General Dynamics Corporation
+1.67%
+$61,844.64 
LIN Linde plc
+1.66%
+$4,061.97 
KO The Coca-Cola Company
+1.61%
+$1,164.76 
SOBO South Bow Corporation
+1.6%
+$95.04 
COP ConocoPhillips
+1.58%
+$978.88 
DEO Diageo plc Sponsored ADR
+1.56%
+$67.62 
IMO Imperial Oil Limited
+1.55%
+$56,958.04 
AMT American Tower Corporation
+1.54%
+$366.8 
BAC Bank of America Corporation
+1.54%
+$70,597.59 
SU Suncor Energy Inc.
+1.51%
+$161,703.3 
SHLD Global X Defense Tech ETF
+1.5%
+$3.64 
PG Procter & Gamble Co
+1.49%
+$2,152.71 
FTS Fortis Inc.
+1.48%
+$66,624.12 
SLF Sun Life Financial Inc.
+1.48%
+$53,124.52 
RIO Rio Tinto Plc Sponsored ADR
+1.47%
+$15.9 
SPG Simon Property Group, Inc.
+1.45%
+$132.75 
FNV Franco-Nevada Corporation
+1.42%
+$9,224.05 
CVE Cenovus Energy Inc.
+1.41%
+$9,585.9 
QSR Restaurant Brands International Inc.
+1.4%
+$50.96 
STN Stantec Inc.
+1.4%
+$3,304.79 
BBUC Brookfield Business Corp Class A
+1.36%
+$15,111 
XLP Consumer Staples Select Sector SPDR Fund
+1.33%
+$96.6 
MFC Manulife Financial Corporation
+1.3%
+$116,983.38 
LHX L3Harris Technologies, Inc.
+1.3%
+$5,422.56 
JNJ Johnson & Johnson
+1.29%
+$65,043.57 
CM Canadian Imperial Bank of Commerce
+1.26%
+$81,318.93 
MKC McCormick & Company, Incorporated
+1.24%
+$141.25 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.23%
+$25,403.76 
O Realty Income Corporation
+1.22%
+$37,222.52 
MRK Merck & Co., Inc.
+1.21%
+$28,978.4 
RY Royal Bank of Canada
+1.21%
+$111,963.54 
TD The Toronto-Dominion Bank
+1.19%
+$168,945.92 
XLF Financial Select Sector SPDR Fund
+1.19%
+$10,567.11 
NEE NextEra Energy, Inc.
+1.18%
+$12.15 
COST Costco Wholesale Corporation
+1.17%
+$3,714.75 
BMO Bank of Montreal
+1.15%
+$44,426.6 
CCK Crown Holdings Inc.
+1.14%
+$17,187.96 
AAPL Apple Inc.
+1.13%
+$18,567.46 
AEM Agnico Eagle Mines Limited
+1.12%
+$10,102.09 
BCE BCE Inc.
+1.11%
+$37,013.62 
BRK-B Berkshire Hathaway Inc.
+1.1%
+$21,750.14 
ITW Illinois Tool Works Inc.
+1.08%
+$70.08 
CVX Chevron Corporation
+1.08%
+$778.8 
VTR Ventas Inc.
+1.02%
+$13,347.54 
ABBV AbbVie Inc.
+1.01%
+$23,083.49 
XLRE The Real Estate Select Sector SPDR Fund
+1%
+$60.9 
V Visa Inc. Class A
+0.99%
+$18,127.94 
WPM Wheaton Precious Metals Corp.
+0.98%
+$2,580.5 
FCX Freeport-McMoRan Inc.
+0.97%
+$12.24 
VNQ Vanguard Real Estate ETF
+0.96%
+$3,037.76 
AMGN Amgen Inc.
+0.92%
+$3,788.69 
BA Boeing Company
+0.92%
+$602.04 
BNS Bank of Nova Scotia
+0.92%
+$116,550 
WMT Walmart Inc.
+0.88%
+$42,702.4 
B BARRICK MINING CORP Common Stock (ABR0)
+0.87%
+$1,116.47 
DLR Digital Realty Trust, Inc.
+0.87%
+$23,534.16 
MS Morgan Stanley
+0.86%
+$2,913.9 
STAG Stag Industrial Inc.
+0.85%
+$946.72 
IEFA iShares Core MSCI EAFE ETF
+0.81%
+$48,291.63 
NNN NNN REIT, Inc.
+0.8%
+$757.35 
XOM Exxon Mobil Corporation
+0.8%
+$2,303.02 
RCI Rogers Communications Inc.
+0.8%
+$7,806.06 
TXN Texas Instruments Inc
+0.78%
+$1,204.35 
GS The Goldman Sachs Group, Inc.
+0.78%
+$29,264.68 
CG The Carlyle Group Inc.
+0.73%
+$373.14 
TU TELUS Corporation
+0.72%
+$7,899.54 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,267.64 
PLD Prologis Inc.
+0.69%
+$72.16 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$209.67 
WELL Welltower Inc.
+0.68%
+$3,892.8 
NVS Novartis AG Sponsored ADR
+0.66%
+$9.9 
PFE Pfizer Inc.
+0.65%
+$10,956.92 
ILF iShares Latin America 40 ETF
+0.64%
+$3,066 
MAA Mid-America Apartment Communities, Inc.
+0.64%
+$7,950.56 
MCD McDonald's Corporation
+0.62%
+$1,179.92 
NSC Norfolk Southern Corporation
+0.61%
+$20,742.58 
OMC Omnicom Group Inc.
+0.61%
+$7,636.16 
MMM 3M Company
+0.59%
+$1,677.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.58%
+$26,969.91 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.57%
+$227.5 
MCK McKesson Corporation
+0.52%
+$20.92 
CSX CSX Corporation
+0.48%
+$29,520.7 
CME CME Group Inc.
+0.48%
+$172.5 
NDAQ Nasdaq, Inc.
+0.46%
+$17,309.22 
VIG Vanguard Dividend Appreciation ETF
+0.46%
+$21.09 
XLI Industrial Select Sector SPDR Fund
+0.42%
+$303.1 
TECK Teck Resources Ltd.
+0.41%
+$706.32 
MA Mastercard Incorporated
+0.41%
+$15,040.79 
SNY Sanofi American Depositary Receipt
+0.41%
+$4.95 
GIB CGI Inc.
+0.4%
+$4.8 
CMI Cummins Inc.
+0.4%
+$31.8 
EMR Emerson Electric Co.
+0.34%
+$14 
VIS Vanguard Industrials ETF
+0.3%
+$0.98 
XLV Health Care Select Sector SPDR Fund
+0.29%
+$653.82 
WCN Waste Connections Inc.
+0.28%
+$1,515.27 
CP Canadian Pacific Kansas City Limited
+0.24%
+$18,772.11 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.24%
+$7,619.6 
TFII TFI International Inc.
+0.23%
+$1,670.03 
ABT Abbott Laboratories
+0.22%
+$2,733.78 
UNP Union Pacific Corporation
+0.19%
+$11,864.56 
TRI Thomson Reuters Corp.
+0.16%
+$51.17 
IAU iShares Gold Trust
+0.12%
+$37.71 
GLD SPDR Gold Shares
+0.1%
+$22.2 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$171.6 
LXP LXP Industrial Trust
+0.09%
+$58.58 
BN Brookfield Corporation
+0.08%
+$4,552.71 
ASML ASML Holding N.V. New York Registry Shares
+0.07%
+$2,156.36 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$2.06 
AVB AvalonBay Communities, Inc.
0%
$0 
BEP Brookfield Renewable Partners L.P.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 
AMD Advanced Micro Devices, Inc.
-3.6%
-$97,924.27 
ORCL Oracle Corporation
-3.54%
-$51,976.71 
LRCX Lam Research Corporation
-3.51%
-$135,541.7 
CRM Salesforce Inc
-3.31%
-$253.58 
MRVL Marvell Technology, Inc.
-3.12%
-$10,489.3 
AMAT Applied Materials, Inc.
-3.08%
-$399,782.1 
KLAC KLA Corporation
-2.82%
-$58,006.92 
TER Teradyne, Inc.
-2.44%
-$9,243.13 
AVGO Broadcom Inc.
-2.31%
-$57,311.55 
SOXX iShares Semiconductor ETF
-2.3%
-$77,883.65 
ADBE Adobe Inc.
-2.28%
-$97.58 
META Meta Platforms Inc Class A
-2.27%
-$9,672.83 
SMH VanEck Semiconductor ETF
-1.92%
-$21.44 
XLK State Street Technology Select Sector SPDR ETF
-1.89%
-$56,084.7 
CSCO Cisco Systems, Inc.
-1.77%
-$81,654.6 
GOOGL Alphabet Inc
-1.5%
-$3,892.09 
ETN Eaton Corporation plc
-1.49%
-$352.82 
MSFT Microsoft Corp.
-1.49%
-$161,570.45 
GOOG Alphabet Inc
-1.4%
-$26,762.84 
QQQ Invesco QQQ Trust, Series 1
-1.39%
-$1,021.11 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$1,204.74 
QCOM QUALCOMM Incorporated
-1.16%
-$51.75 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.13%
-$56,551.95 
CCJ Cameco Corporation
-1.1%
-$3,810.64 
IEMG iShares Core MSCI Emerging Markets ETF
-1.02%
-$7,263.08 
ALB Albemarle Corporation
-1.01%
-$1,234.53 
BIPC Brookfield Infrastructure Partners L.P.
-0.92%
-$41.74 
VWO Vanguard FTSE Emerging Markets ETF
-0.82%
-$8,954.88 
WFG West Fraser Timber Co. Ltd.
-0.78%
-$1,371.9 
IBIT iShares Bitcoin Trust
-0.77%
-$980.28 
BIP Brookfield Infrastructure Partners L.P.
-0.77%
-$51,367.26 
TSLA Tesla, Inc.
-0.73%
-$60,002.15 
XLC Communication Services Select Sector SPDR Fund
-0.58%
-$32.75 
MOS Mosaic Company
-0.55%
-$15.33 
GILD Gilead Sciences Inc.
-0.41%
-$179.2 
AMZN Amazon.com Inc
-0.3%
-$10,150.78 
VOO Vanguard S&P 500 ETF
-0.3%
-$425.86 
NVDA NVIDIA Corporation
-0.29%
-$1,778.17 
SPY SPDR S&P 500 ETF Trust
-0.26%
-$11,822.6 
EQIX Equinix, Inc.
-0.26%
-$526.21 
BX Blackstone Inc.
-0.25%
-$78.3 
IVZ Invesco Ltd.
-0.24%
-$4,789.82 
NVO Novo Nordisk A/S Sponsored ADR
-0.15%
-$6 
IJH iShares Core S&P Mid-Cap ETF
-0.15%
-$409.75 
MDT Medtronic plc
-0.15%
-$4,671.8 
VT Vanguard Total World Stock ETF
-0.14%
-$16.1 
BEN Franklin Resources Inc.
-0.08%
-$1,112.83 
BDX Becton, Dickinson and Company
-0.07%
-$149.11 
AZN AstraZeneca PLC American Depositary Shares
-0.05%
-$0.9 Events
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Dividends
Dividend Analysis
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| Trades 1356 | Longs Won 1032/1356 76% | Profit Factor 18.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $445,814.99 |
| Average Win $124,858.82 | Best Trade (Oct 15) $7.29M | Sharpe Ratio -135.34 |
| Average Loss -$21,014.18 | Worst Trade (Oct 15) -$1.63M | Z-Score 28.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 5d | Expectancy $90,004.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,804 | $924,961.85 | $1.66M | - | $736,573.61 | 79.63% | +1.13% |
| ABBV AbbVie Inc. | 8,043 | $1.25M | $2.3M | - | $1.05M | 83.8% | +1.013% |
| ABT Abbott Laboratories | 11,886 | $1.29M | $1.25M | - | -$39,599.41 | -3.08% | +0.22% |
| ADBE Adobe Inc. | 17 | $10,142 | $4,180.81 | - | -$5,961.19 | -58.78% | -2.281% |
| AEM Agnico Eagle Mines Limited | 4,822 | $272,766 | $914,516.41 | - | $641,750.41 | 235.28% | +1.117% |
| ALB Albemarle Corporation | 1,247 | $152,476.28 | $121,195.93 | - | -$31,280.35 | -20.51% | -1.008% |
| AMAT Applied Materials, Inc. | 30,195 | $4.98M | $12.58M | - | $7.6M | 152.46% | -3.079% |
| AMD Advanced Micro Devices, Inc. | 4,831 | $647,523.92 | $2.62M | - | $1.97M | 304.34% | -3.605% |
| AMGN Amgen Inc. | 945 | $272,178.99 | $413,947.04 | - | $141,768.05 | 52.09% | +0.924% |
| AMT American Tower Corporation | 131 | $28,280 | $24,124.96 | - | -$4,155.04 | -14.69% | +1.544% |
| AMZN Amazon.com Inc | 13,183 | $2.01M | $3.35M | - | $1.33M | 66.27% | -0.302% |
| ASML ASML Holding N.V. New York Registry Shares | 1,875 | $1.43M | $3.11M | - | $1.68M | 116.84% | +0.069% |
| AVB AvalonBay Communities, Inc. | 50 | $9,360.98 | $9,203 | - | -$157.98 | -1.69% | 0.0 |
| AVGO Broadcom Inc. | 7,209 | $1.11M | $2.42M | - | $1.31M | 117.76% | -2.309% |
| AXP American Express Company | 33 | $6,505.58 | $10,535.58 | - | $4,030 | 61.95% | +1.717% |
| AZN AstraZeneca PLC American Depositary Shares | 10 | $1,972 | $1,665.9 | - | -$306.1 | -15.52% | -0.054% |
| B BARRICK MINING CORP Common Stock (ABR0) | 3,145 | $66,564.44 | $128,646.22 | - | $62,081.78 | 93.27% | +0.875% |
| BA Boeing Company | 346 | $70,724.42 | $65,902.62 | - | -$4,821.8 | -6.82% | +0.922% |
| BAC Bank of America Corporation | 88,802 | $3M | $4.66M | - | $1.66M | 55.21% | +1.538% |
| BAM BAM | 52,343 | $2.21M | $2.35M | - | $138,595.79 | 6.28% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Jonathon Gold?
The largest contributions to the portfolio's profits come from the following stocks: Bank of Nova Scotia - $1.45M, The Toronto-Dominion Bank - $1.01M, Manulife Financial Corporation - $978,580.72, Granite Real Estate Investment Trust - $928,774.79, and Suncor Energy Inc - $916,825.43. 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: Boeing Company - $320,107.85, TRI - $18,088.58, Nike, Inc. - Class B - $14,117.7, LyondellBasell Industries N.V - $4,976.96, and Starbucks Corporation - $3,976.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jonathon Gold's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.63M earned over time. The largest contributors to dividend income include Bank of Nova Scotia - $1.24M, The Toronto-Dominion Bank - $1.06M, Brookfield Infrastructure Partners L.P - $768,552.29, Manulife Financial Corporation - $723,708.84, and Suncor Energy Inc - $668,083.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jonathon Gold's monthly returns?
Jonathon Gold's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Jonathon Gold's strategy be considered aggressive or moderate?
Jonathon Gold's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jonathon Gold's strategy?
Jonathon Gold's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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