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:
62.27%
Gain -0.54%
Monthly
1.52%
Yearly
19.89%
Drawdown
15.34%
$337.89M
Equity
Holdings
$337.89M
Investment
$223.72M
$126.57M
Profit -$1.53M
Realized
$12.4M
Unrealized
$114.18M
Dividends
$16.28M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$1.53M
Win %
83%
This Week
Compared To Last Week
Gain
-1.36%
Profit
-$4.64M
Win %
83%
This Month
Compared to last month
Gain
-0.45%
Profit
-$1.53M
Win %
83%
This Year
Compared to last year
Gain
-0.33%
Profit
-$1.1M
Win %
83%
BAM
BAM
+11.61%
+$244,203.41 
TRI Thomson Reuters Corp.
+10.69%
+$3,172.54 
CVE Cenovus Energy Inc.
+8.87%
+$52,402.92 
ALB Albemarle Corporation
+5.54%
+$8,205.26 
OVV Ovintiv Inc.
+4.81%
+$502.2 
BDX Becton, Dickinson and Company
+4.65%
+$9,107.18 
MET MetLife Inc.
+3.89%
+$7,340.2 
VET Vermilion Energy Inc.
+3.88%
+$123 
NVO Novo Nordisk A/S Sponsored ADR
+3.23%
+$144 
DIS The Walt Disney Company
+2.87%
+$505.16 
STAG Stag Industrial Inc.
+2.66%
+$3,072.96 
PBA Pembina Pipeline Corporation
+2.61%
+$13,141.32 
SU Suncor Energy Inc.
+2.6%
+$231,207.35 
AMD Advanced Micro Devices, Inc.
+2.21%
+$51,353.59 
QCOM QUALCOMM Incorporated
+1.82%
+$71.5 
ETN Eaton Corporation plc
+1.76%
+$465.51 
CMCSA Comcast Corp
+1.7%
+$418.32 
CG The Carlyle Group Inc.
+1.6%
+$1,105.6 
AVGO Broadcom Inc.
+1.54%
+$46,425.96 
COP ConocoPhillips
+1.5%
+$751.64 
TJX The TJX Companies, Inc.
+1.34%
+$241.82 
CNQ Canadian Natural Resources Limited
+1.31%
+$57,345.79 
KLAC KLA Corporation
+1.26%
+$28,590.75 
PGR Progressive Corporation
+1.21%
+$25.8 
CVX Chevron Corporation
+1.12%
+$689.7 
NEM Newmont Corporation
+1.09%
+$1,243.74 
BIP Brookfield Infrastructure Partners L.P.
+1.08%
+$77,501.84 
BEP Brookfield Renewable Partners L.P.
+1.04%
+$36,453.21 
OMC Omnicom Group Inc.
+0.98%
+$12,467.2 
META Meta Platforms Inc Class A
+0.9%
+$3,063.39 
BMY Bristol-Myers Squibb Company
+0.82%
+$6,521.84 
WCN Waste Connections Inc.
+0.65%
+$3,524.61 
COST Costco Wholesale Corporation
+0.62%
+$1,904.5 
SHLD Global X Defense Tech ETF
+0.61%
+$1.64 
SLF Sun Life Financial Inc.
+0.6%
+$22,440.53 
TTE TotalEnergies SE
+0.53%
+$90 
AAPL Apple Inc.
+0.45%
+$6,773.64 
GD General Dynamics Corporation
+0.44%
+$18,520.57 
GOOG Alphabet Inc
+0.43%
+$8,624.2 
SMH VanEck Semiconductor ETF
+0.31%
+$3.52 
MFC Manulife Financial Corporation
+0.29%
+$26,680.42 
V Visa Inc. Class A
+0.28%
+$4,831 
XLC Communication Services Select Sector SPDR Fund
+0.28%
+$15.5 
SNY Sanofi American Depositary Receipt
+0.26%
+$3.3 
PEP PepsiCo, Inc.
+0.23%
+$216.33 
WELL Welltower Inc.
+0.22%
+$1,265.16 
MOS Mosaic Company
+0.21%
+$7.3 
MA Mastercard Incorporated
+0.11%
+$3,685.88 
STN Stantec Inc.
+0.07%
+$170.35 
TRP TC Energy Corporation
+0.06%
+$393.16 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$68.64 
USB U.S. Bancorp
+0.03%
+$9 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$0.59 
AMAT Applied Materials, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BAC Bank of America Corporation
0%
$0 
BCE BCE Inc.
0%
$0 
BEN Franklin Resources Inc.
0%
$0 
BMO Bank of Montreal
0%
$0 
BN Brookfield Corporation
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
C Citigroup Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CCK Crown Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CMI Cummins Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EXR Extra Space Storage Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FTS Fortis Inc.
0%
$0 
GIB CGI Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IMO Imperial Oil Limited
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MCD McDonald's Corporation
0%
$0 
MMM 3M Company
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RTX RTX Corporation
0%
$0 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TER Teradyne, Inc.
0%
$0 
TFII TFI International Inc.
0%
$0 
TM Toyota Motor Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
WFG West Fraser Timber Co. Ltd.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
ILF iShares Latin America 40 ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
VIS Vanguard Industrials ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
WPM Wheaton Precious Metals Corp.
-11.23%
-$27,373.15 
AEM Agnico Eagle Mines Limited
-8.97%
-$71,558.48 
TECK Teck Resources Ltd.
-8.8%
-$15,198.97 
FNV Franco-Nevada Corporation
-6.02%
-$36,869.15 
IAU iShares Gold Trust
-4.61%
-$1,541.92 
MGA Magna International Inc.
-4.4%
-$3,166.32 
AMGN Amgen Inc.
-4.37%
-$16,830.45 
BA Boeing Company
-3.35%
-$2,781.84 
BBUC Brookfield Business Corp Class A
-3.33%
-$42,228 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.12%
-$158,452.26 
CP Canadian Pacific Kansas City Limited
-2.8%
-$228,840.96 
LIN Linde plc
-2.58%
-$6,271.64 
TU TELUS Corporation
-2.45%
-$31,598.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$114,892.76 
XLY Consumer Discretionary Select Sector SPDR Fund
-2.15%
-$892.5 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$98.99 
BX Blackstone Inc.
-1.9%
-$748.2 
GE General Electric Company
-1.75%
-$667 
PFE Pfizer Inc.
-1.55%
-$23,067.2 
NEE NextEra Energy, Inc.
-1.5%
-$16.77 
SPG Simon Property Group, Inc.
-1.33%
-$134.1 
RY Royal Bank of Canada
-1.29%
-$128,971.13 
GOOGL Alphabet Inc
-1.29%
-$3,481.91 
BIPC Brookfield Infrastructure Partners L.P.
-1.27%
-$61.71 
UL Unilever PLC Sponsored American Depositary Receipt
-1.2%
-$16.17 
JNJ Johnson & Johnson
-1.03%
-$52,910.26 
NDAQ Nasdaq, Inc.
-0.99%
-$37,838.76 
ABBV AbbVie Inc.
-0.97%
-$19,303.2 
GM General Motors Company
-0.95%
-$892.5 
XLRE The Real Estate Select Sector SPDR Fund
-0.86%
-$56.55 
ITW Illinois Tool Works Inc.
-0.85%
-$60.72 
JPM JPMorgan Chase & Co.
-0.82%
-$58,544.02 
NNN NNN REIT, Inc.
-0.78%
-$849.15 
NVS Novartis AG Sponsored ADR
-0.76%
-$11.7 
GILD Gilead Sciences Inc.
-0.68%
-$252 
MCK McKesson Corporation
-0.67%
-$23.4 
AXP American Express Company
-0.65%
-$75.24 
QSR Restaurant Brands International Inc.
-0.63%
-$23.03 
TSLA Tesla, Inc.
-0.63%
-$45,764.89 
BLK BlackRock, Inc.
-0.59%
-$17,070.65 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.58%
-$195.21 
XLI Industrial Select Sector SPDR Fund
-0.57%
-$458.98 
ADBE Adobe Inc.
-0.56%
-$24.65 
IVZ Invesco Ltd.
-0.55%
-$11,974.43 
O Realty Income Corporation
-0.54%
-$18,611.26 
MKC McCormick & Company, Incorporated
-0.49%
-$65 
EQIX Equinix, Inc.
-0.44%
-$957.33 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$310.5 
XLV Health Care Select Sector SPDR Fund
-0.37%
-$788.43 
SOBO South Bow Corporation
-0.37%
-$22.88 
MKL Markel Group Inc.
-0.36%
-$9,654.74 
WMT Walmart Inc.
-0.33%
-$15,192.2 
XLF Financial Select Sector SPDR Fund
-0.33%
-$3,065.27 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$931.25 
KO The Coca-Cola Company
-0.31%
-$212.49 
VTR Ventas Inc.
-0.29%
-$4,142.34 
PLD Prologis Inc.
-0.29%
-$33.62 
LHX L3Harris Technologies, Inc.
-0.29%
-$1,425.18 
BNS Bank of Nova Scotia
-0.26%
-$31,912.5 
ABT Abbott Laboratories
-0.24%
-$2,971.5 
RCI Rogers Communications Inc.
-0.24%
-$2,448.96 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$16.38 
MRVL Marvell Technology, Inc.
-0.23%
-$668.65 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$7,238.62 
PSA Public Storage Common Stock
-0.21%
-$1,230.27 
AVB AvalonBay Communities, Inc.
-0.19%
-$18 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$1,865.57 
CME CME Group Inc.
-0.16%
-$53.75 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$7,163.4 
AMZN Amazon.com Inc
-0.14%
-$5,141.24 
LXP LXP Industrial Trust
-0.14%
-$90.53 
PM Philip Morris International Inc.
-0.14%
-$198.74 
NVDA NVIDIA Corporation
-0.1%
-$646.3 
MDT Medtronic plc
-0.09%
-$2,502.75 
CM Canadian Imperial Bank of Commerce
-0.08%
-$5,190.57 
UNP Union Pacific Corporation
-0.03%
-$1,757.9 Events
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Dividends
Dividend Analysis
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| Trades 1356 | Longs Won 1061/1356 78% | Profit Factor 23.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $447,491.57 |
| Average Win $124,529.06 | Best Trade (Aug 13) $9.9M | Sharpe Ratio -135.3 |
| Average Loss -$18,820.75 | Worst Trade (Aug 07) -$1.42M | Z-Score 34.07 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $93,343.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,804 | $924,961.85 | $1.5M | - | $575,855.79 | 62.26% | +0.453% |
| ABBV AbbVie Inc. | 8,043 | $1.25M | $1.96M | - | $708,183.11 | 56.53% | -0.975% |
| ABT Abbott Laboratories | 11,886 | $1.29M | $1.25M | - | -$33,062.11 | -2.57% | -0.236% |
| ADBE Adobe Inc. | 17 | $10,142 | $4,383.79 | - | -$5,758.21 | -56.78% | -0.559% |
| AEM Agnico Eagle Mines Limited | 4,822 | $272,766 | $726,241.42 | - | $453,475.42 | 166.25% | -8.969% |
| ALB Albemarle Corporation | 1,247 | $152,476.28 | $156,398.74 | - | $3,922.46 | 2.57% | +5.537% |
| AMAT Applied Materials, Inc. | 30,195 | $4.98M | $16.13M | - | $11.15M | 223.62% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 4,831 | $647,523.92 | $2.38M | - | $1.73M | 267.58% | +2.205% |
| AMGN Amgen Inc. | 945 | $272,178.99 | $368,568.89 | - | $96,389.9 | 35.41% | -4.367% |
| AMT American Tower Corporation | 131 | $28,280 | $22,017.17 | - | -$6,262.83 | -22.15% | 0.0 |
| AMZN Amazon.com Inc | 13,183 | $2.01M | $3.59M | - | $1.58M | 78.23% | -0.143% |
| ASML ASML Holding N.V. New York Registry Shares | 1,875 | $1.43M | $3.15M | - | $1.71M | 119.41% | 0.0 |
| AVB AvalonBay Communities, Inc. | 50 | $9,360.98 | $9,462.5 | - | $101.52 | 1.08% | -0.19% |
| AVGO Broadcom Inc. | 7,209 | $1.11M | $3.06M | - | $1.95M | 174.95% | +1.54% |
| AXP American Express Company | 33 | $6,505.58 | $11,441.43 | - | $4,935.85 | 75.87% | -0.653% |
| AZN AstraZeneca PLC American Depositary Shares | 10 | $1,972 | $1,615 | - | -$357 | -18.1% | 0.0 |
| B BARRICK MINING CORP Common Stock (ABR0) | 3,145 | $66,564.44 | $129,102.25 | - | $62,537.81 | 93.95% | 0.0 |
| BA Boeing Company | 346 | $70,724.42 | $80,323.9 | - | $9,599.48 | 13.57% | -3.347% |
| BAC Bank of America Corporation | 88,802 | $3M | $5.62M | - | $2.61M | 87.01% | 0.0 |
| BAM BAM | 52,343 | $2.21M | $2.35M | - | $138,595.79 | 6.28% | +11.614% |
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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 - $1.34M, Granite Real Estate Investment Trust - $928,774.79, The Toronto-Dominion Bank - $918,507.26, Manulife Financial Corporation - $906,276.78, and Eli Lilly and Company - $891,282.57. 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, Brookfield Business Corp Class A - $5,115.37, and LyondellBasell Industries N.V - $4,976.96. 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 $16.28M earned over time. The largest contributors to dividend income include Bank of Nova Scotia - $1.13M, The Toronto-Dominion Bank - $966,967.09, Brookfield Infrastructure Partners L.P - $686,544.91, Manulife Financial Corporation - $651,404.9, and Suncor Energy Inc - $606,565.34. 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.
