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:
4.12%
Gain
Monthly
0.13%
Yearly
1.6%
Drawdown
36.55%
$345.43M
Equity
Holdings
$345.43M
Investment
$227.11M
$127.25M
Profit -$439,311.87
Realized
$8.93M
Unrealized
$118.32M
Dividends
$16.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$439,311.87
Win %
79%
This Week
Compared To Last Week
Gain
0.19%
Profit
$641,783.03
Win %
79%
This Month
Compared to last month
Gain
-0.21%
Profit
-$712,617.72
Win %
79%
This Year
Compared to last year
Gain
14.76%
Profit
$44.4M
Win %
79%
ABT Abbott Laboratories
+11.19%
+$105,784.11 
TFII TFI International Inc.
+7.34%
+$67,620.46 
MCK McKesson Corporation
+5.13%
+$163.5 
NDAQ Nasdaq, Inc.
+4.26%
+$153,670.56 
QSR Restaurant Brands International Inc.
+3.95%
+$143.57 
STAG Stag Industrial Inc.
+3.82%
+$5,034.02 
ITW Illinois Tool Works Inc.
+3.75%
+$244.56 
UNP Union Pacific Corporation
+3.68%
+$231,149.46 
DEO Diageo plc Sponsored ADR
+3.63%
+$137.4 
MDT Medtronic plc
+3.6%
+$99,446.8 
PLD Prologis Inc.
+3.52%
+$414.1 
MRK Merck & Co., Inc.
+3.51%
+$69,782.86 
ADBE Adobe Inc.
+3.45%
+$131.66 
CRM Salesforce Inc
+3.44%
+$177.94 
STN Stantec Inc.
+3.44%
+$8,040.52 
CCK Crown Holdings Inc.
+3.33%
+$46,564.21 
GIB CGI Inc.
+3.25%
+$34.32 
NSC Norfolk Southern Corporation
+3.09%
+$105,125.52 
ABBV AbbVie Inc.
+3.01%
+$59,373.26 
O Realty Income Corporation
+2.98%
+$105,965.27 
LXP LXP Industrial Trust
+2.98%
+$1,778.55 
WCN Waste Connections Inc.
+2.9%
+$16,255.86 
OMC Omnicom Group Inc.
+2.89%
+$34,875.36 
EXR Extra Space Storage Inc.
+2.88%
+$99.84 
CSX CSX Corporation
+2.82%
+$175,789.62 
MKC McCormick & Company, Incorporated
+2.75%
+$350 
PM Philip Morris International Inc.
+2.69%
+$3,648.75 
AMGN Amgen Inc.
+2.67%
+$9,039.96 
CMCSA Comcast Corp
+2.66%
+$622.5 
NNN NNN REIT, Inc.
+2.62%
+$3,244.47 
CP Canadian Pacific Kansas City Limited
+2.62%
+$210,659.82 
TJX The TJX Companies, Inc.
+2.62%
+$446.35 
MCD McDonald's Corporation
+2.59%
+$5,357.66 
PEP PepsiCo, Inc.
+2.56%
+$2,325.12 
WELL Welltower Inc.
+2.5%
+$14,375.4 
BDX Becton, Dickinson and Company
+2.46%
+$4,370.07 
MA Mastercard Incorporated
+2.46%
+$76,735.96 
RCI Rogers Communications Inc.
+2.45%
+$24,917.43 
XLP Consumer Staples Select Sector SPDR Fund
+2.34%
+$163.8 
KO The Coca-Cola Company
+2.33%
+$1,503.36 
AVB AvalonBay Communities, Inc.
+2.3%
+$686.87 
COST Costco Wholesale Corporation
+2.29%
+$6,821.76 
UDR UDR Inc.
+2.24%
+$308.87 
PSA Public Storage Common Stock
+2.22%
+$12,861.9 
SPG Simon Property Group, Inc.
+2.22%
+$221.4 
WMT Walmart Inc.
+2.21%
+$101,400.27 
WFG West Fraser Timber Co. Ltd.
+2.2%
+$4,223.3 
EQR Equity Residential
+2.18%
+$293.69 
MAA Mid-America Apartment Communities, Inc.
+2.17%
+$30,985.24 
HD The Home Depot, Inc.
+1.99%
+$3,060 
XLV Health Care Select Sector SPDR Fund
+1.98%
+$4,012.66 
V Visa Inc. Class A
+1.96%
+$32,039.05 
VTR Ventas Inc.
+1.96%
+$28,385.43 
DIS The Walt Disney Company
+1.92%
+$572.88 
MSFT Microsoft Corp.
+1.89%
+$150,541.89 
NVO Novo Nordisk A/S Sponsored ADR
+1.86%
+$94 
UL Unilever PLC Sponsored American Depositary Receipt
+1.83%
+$23.62 
GILD Gilead Sciences Inc.
+1.78%
+$655.06 
PG Procter & Gamble Co
+1.76%
+$2,381.59 
BMY Bristol-Myers Squibb Company
+1.74%
+$12,792.84 
VNQ Vanguard Real Estate ETF
+1.69%
+$5,626.5 
USB U.S. Bancorp
+1.64%
+$463.5 
BCE BCE Inc.
+1.62%
+$55,144.95 
MET MetLife Inc.
+1.54%
+$2,783.2 
MGA Magna International Inc.
+1.52%
+$1,000.98 
XLRE The Real Estate Select Sector SPDR Fund
+1.51%
+$97.87 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.43%
+$26,155.5 
BBUC Brookfield Business Corp Class A
+1.42%
+$21,106.79 
TM Toyota Motor Corporation
+1.42%
+$45,262.46 
AAPL Apple Inc.
+1.4%
+$21,969.15 
CG The Carlyle Group Inc.
+1.38%
+$877.57 
MKL Markel Group Inc.
+1.37%
+$37,522.4 
EMR Emerson Electric Co.
+1.25%
+$42.75 
MMM 3M Company
+1.15%
+$3,238.4 
TU TELUS Corporation
+1.15%
+$14,933.16 
CVX Chevron Corporation
+1.11%
+$666.6 
PFE Pfizer Inc.
+1.11%
+$15,528.15 
FTS Fortis Inc.
+1.06%
+$49,681.45 
LLY Eli Lilly and Company
+1.06%
+$29,289.75 
SNY Sanofi American Depositary Receipt
+1.03%
+$13.5 
NVS Novartis AG Sponsored ADR
+1.02%
+$15.45 
PBA Pembina Pipeline Corporation
+0.97%
+$5,411.56 
BX Blackstone Inc.
+0.92%
+$989.65 
XOM Exxon Mobil Corporation
+0.89%
+$2,091.52 
IVZ Invesco Ltd.
+0.78%
+$16,219 
AZN AstraZeneca PLC American Depositary Shares
+0.76%
+$12.85 
COP ConocoPhillips
+0.64%
+$312.45 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$7.22 
SLF Sun Life Financial Inc.
+0.58%
+$21,422.13 
HON Honeywell International Inc.
+0.56%
+$2,747.84 
AXP American Express Company
+0.51%
+$60.23 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.49%
+$199.5 
BIP Brookfield Infrastructure Partners L.P.
+0.47%
+$31,864.5 
SU Suncor Energy Inc.
+0.46%
+$42,010.36 
JNJ Johnson & Johnson
+0.46%
+$22,579.21 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$1,247.87 
TRP TC Energy Corporation
+0.42%
+$2,925.81 
LIN Linde plc
+0.4%
+$1,009.8 
PNC The PNC Financial Services Group, Inc.
+0.38%
+$562.56 
AMZN Amazon.com Inc
+0.37%
+$12,596 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$19.75 
GD General Dynamics Corporation
+0.32%
+$12,991.98 
MFC Manulife Financial Corporation
+0.3%
+$26,703.69 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$375.13 
XLF Financial Select Sector SPDR Fund
+0.28%
+$2,581.28 
GOOG Alphabet Inc
+0.28%
+$5,833.44 
GOOGL Alphabet Inc
+0.21%
+$591.48 
AMT American Tower Corporation
+0.19%
+$41.92 
BAC Bank of America Corporation
+0.18%
+$9,774.27 
LMT Lockheed Martin Corporation
+0.17%
+$8,626.84 
BIPC Brookfield Infrastructure Partners L.P.
+0.15%
+$28.68 
CME CME Group Inc.
+0.09%
+$27.5 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$1,473.42 
CM Canadian Imperial Bank of Commerce
+0.04%
+$2,919.9 
CNQ Canadian Natural Resources Limited
+0.02%
+$978.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$0.29 
BAM
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GRTUF Granite Real Estate Investment Trust
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MRVL Marvell Technology, Inc.
-8.6%
-$32,038.11 
AMD Advanced Micro Devices, Inc.
-5.4%
-$149,268.39 
GE General Electric Company
-5.37%
-$1,935 
TER Teradyne, Inc.
-5.08%
-$24,700.13 
ALB Albemarle Corporation
-5%
-$7,849.92 
FCX Freeport-McMoRan Inc.
-4.77%
-$52.34 
SOXX iShares Semiconductor ETF
-4.54%
-$169,764.14 
MS Morgan Stanley
-4.48%
-$18,986.88 
ORCL Oracle Corporation
-4.29%
-$64,410.8 
LRCX Lam Research Corporation
-4.29%
-$212,198.4 
WPM Wheaton Precious Metals Corp.
-4.28%
-$9,192.15 
GS The Goldman Sachs Group, Inc.
-4.28%
-$210,678.31 
AVGO Broadcom Inc.
-4.2%
-$125,004.08 
ETN Eaton Corporation plc
-4.18%
-$1,017.75 
NEM Newmont Corporation
-3.74%
-$3,883.96 
SMH VanEck Semiconductor ETF
-3.68%
-$43.5 
CCJ Cameco Corporation
-3.67%
-$13,834.28 
CSCO Cisco Systems, Inc.
-3.56%
-$172,757.72 
TXN Texas Instruments Inc
-3.54%
-$9,657.96 
QCOM QUALCOMM Incorporated
-3.33%
-$148.12 
RIO Rio Tinto Plc Sponsored ADR
-3.02%
-$33.9 
CMI Cummins Inc.
-2.94%
-$294.15 
AEM Agnico Eagle Mines Limited
-2.87%
-$19,620.72 
B BARRICK MINING CORP Common Stock (ABR0)
-2.85%
-$3,210.3 
TECK Teck Resources Ltd.
-2.66%
-$4,027.1 
NVDA NVIDIA Corporation
-2.56%
-$16,126.08 
KLAC KLA Corporation
-2.54%
-$71,831.8 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.52%
-$126,626.4 
BEP Brookfield Renewable Partners L.P.
-2.48%
-$84,355.95 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$66,278.44 
AMAT Applied Materials, Inc.
-2.17%
-$390,831.37 
FNV Franco-Nevada Corporation
-2.07%
-$11,344.2 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$13,703.17 
TTE TotalEnergies SE
-1.82%
-$293 
MOS Mosaic Company
-1.78%
-$59.86 
META Meta Platforms Inc Class A
-1.71%
-$6,722.14 
GLD SPDR Gold Shares
-1.68%
-$375 
EQIX Equinix, Inc.
-1.66%
-$3,589.16 
C Citigroup Inc.
-1.64%
-$56,162.77 
TSLA Tesla, Inc.
-1.51%
-$124,993.12 
DLR Digital Realty Trust, Inc.
-1.5%
-$40,666.56 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$239.5 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$953.44 
ILF iShares Latin America 40 ETF
-1.23%
-$5,294.65 
RTX RTX Corporation
-1.2%
-$7,940.68 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$12,948 
LHX L3Harris Technologies, Inc.
-1.04%
-$5,170.55 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$35,828.35 
GM General Motors Company
-0.95%
-$777 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$44,563.71 
TD The Toronto-Dominion Bank
-0.94%
-$139,495.59 
IBIT iShares Bitcoin Trust
-0.9%
-$898.59 
BA Boeing Company
-0.88%
-$660.86 
BNS Bank of Nova Scotia
-0.85%
-$105,987.69 
BP BP p.l.c. Sponsored ADR
-0.69%
-$69.07 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$36,097.75 
VET Vermilion Energy Inc.
-0.56%
-$44 
VT Vanguard Total World Stock ETF
-0.51%
-$16 
BMO Bank of Montreal
-0.5%
-$21,240.96 
CVE Cenovus Energy Inc.
-0.47%
-$2,756 
ASML ASML Holding N.V. New York Registry Shares
-0.39%
-$13,450.46 
JPM JPMorgan Chase & Co.
-0.35%
-$24,398.58 
VIS Vanguard Industrials ETF
-0.3%
-$2.07 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$13,050.21 
NEE NextEra Energy, Inc.
-0.28%
-$3.25 
VOO Vanguard S&P 500 ETF
-0.28%
-$388.05 
BEN Franklin Resources Inc.
-0.27%
-$3,870.09 
BLK BlackRock, Inc.
-0.25%
-$6,909.71 
PGR Progressive Corporation
-0.25%
-$5.2 
BN Brookfield Corporation
-0.21%
-$14,459.28 
RY Royal Bank of Canada
-0.21%
-$21,836.66 
IMO Imperial Oil Limited
-0.21%
-$7,137.75 
XLI Industrial Select Sector SPDR Fund
-0.2%
-$171 
SOBO South Bow Corporation
-0.11%
-$7.04 
NOC Northrop Grumman Corporation
-0.07%
-$910.87 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.01%
-$0.04 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$17.36 Events
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Dividends
Dividend Analysis
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| Trades 1232 | Longs Won 924/1232 75% | Profit Factor 23.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $522,441.21 |
| Average Win $143,991.28 | Best Trade (Jul 13) $11.66M | Sharpe Ratio -9.92 |
| Average Loss -$18,495.76 | Worst Trade (Jul 15) -$1.49M | Z-Score 26.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 5d | Expectancy $103,288.95 |
| 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 | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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