Matthew Chester Portfolio
Invests via Tableaux LLC | Managed by Matthew Chester, Gary E. Martinelli
Invests via Tableaux LLC
Managed by Matthew Chester, Gary E. Martinelli
Automatically Tracked
Strategic investor and operating executive focused on growth-stage technology and fintech businesses, with experience in scaling product, go-to-market and finance teams across VC-backed companies. Matthew Chester brings sector specialization in SaaS monetization, capital raises and board-level governance, and is often engaged as an investor or independent director.
Strategic investor and operating executive focused on growth-stage technology and fintech businesses, with experience in scaling product, go-to-market and finance teams across VC-backed companies. Matthew Chester brings sector specialization in SaaS monetization, capital raises and board-level governance, and is often engaged as an investor or independent director.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech businesses, prioritizing companies with clear SaaS monetization paths, strong unit economics and repeatable go-to-market motion. Deploys capital with an operator-investor mindset, blending catalytic seed/Series A/B checks with board-level governance and hands-on scaling of product, sales and finance functions. Prefers revenue-generating teams with defensible metrics and follow-on financing optionality. Investment horizon is medium-to-long, risk-managed through milestones, staged capital and active board oversight to drive exits or strategic partnerships.
Focuses on growth-stage technology and fintech businesses, prioritizing companies with clear SaaS monetization paths, strong unit economics and repeatable go-to-market motion. Deploys capital with an operator-investor mindset, blending catalytic seed/Series A/B checks with board-level governance and hands-on scaling of product, sales and finance functions. Prefers revenue-generating teams with defensible metrics and follow-on financing optionality. Investment horizon is medium-to-long, risk-managed through milestones, staged capital and active board oversight to drive exits or strategic partnerships.
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:
29.5%
Gain +0.29%
Monthly
1.21%
Yearly
15.54%
Drawdown
19.2%
$238.63M
Equity
Holdings
$238.63M
Investment
$212.23M
$159.38M
Profit +$934,902.77
Realized
$132.97M
Unrealized
$26.41M
Dividends
$12.94M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.29%
Profit
$934,902.77
Win %
54%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.31M
Win %
54%
This Month
Compared to last month
Gain
0.73%
Profit
$1.73M
Win %
54%
This Year
Compared to last year
Gain
1.05%
Profit
$2.39M
Win %
55%
AUR Aurora Innovation, Inc.
+6.93%
+$4,342.45 
SURG SurgePays Inc.
+6.27%
+$109.76 
HONA Honeywell Aerospace Inc.
+4.07%
+$8,089.84 
CRH CRH plc
+3.92%
+$21,174.21 
WSM Williams-Sonoma, Inc.
+3.89%
+$9,430 
LLY Eli Lilly and Company
+3.6%
+$9,961.5 
BX Blackstone Inc.
+2.88%
+$13,763.88 
IBM International Business Machines Corporation
+2.73%
+$21,063.63 
WPM Wheaton Precious Metals Corp.
+2.72%
+$14,014.1 
FNV Franco-Nevada Corporation
+2.46%
+$25,117.02 
CCJ Cameco Corporation
+2.2%
+$7,321.81 
V Visa Inc. Class A
+2.13%
+$5,656.07 
ORLY O'Reilly Automotive Inc.
+2.09%
+$4,344 
LMT Lockheed Martin Corporation
+2.06%
+$18,773.52 
XLV Health Care Select Sector SPDR Fund
+1.84%
+$4,757.22 
IAUM iShares Gold Trust Micro
+1.84%
+$137,525.25 
TD The Toronto-Dominion Bank
+1.82%
+$78,035.1 
ISRG Intuitive Surgical, Inc.
+1.81%
+$5,311.15 
GLDM SPDR Gold MiniShares Trust
+1.79%
+$19,966.5 
MCD McDonald's Corporation
+1.77%
+$6,267.7 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.7%
+$3,385.8 
GE General Electric Company
+1.62%
+$30,224.43 
MKL Markel Group Inc.
+1.47%
+$13,058.1 
ALL Allstate Corporation
+1.44%
+$3,158.6 
COWZ Pacer US Cash Cows 100 ETF
+1.43%
+$108,925.74 
CME CME Group Inc.
+1.35%
+$6,586.74 
IJR iShares Core S&P Small-Cap ETF
+1.34%
+$4,329.52 
XMHQ Invesco S&P MidCap Quality ETF
+1.31%
+$5,727.35 
APD Air Products and Chemicals, Inc.
+1.3%
+$3,328.8 
FESM Fidelity Enhanced Small Cap ETF
+1.28%
+$46,364.94 
IWR iShares Russell Mid-Cap ETF
+1.23%
+$3,936.8 
CACI Caci International Inc.
+1.16%
+$17,999.28 
MSFT Microsoft Corp.
+1.08%
+$44,942 
JQUA JPMorgan U.S. Quality Factor ETF
+1.06%
+$49,923.61 
IJH iShares Core S&P Mid-Cap ETF
+1.04%
+$2,169.75 
DIHP Dimensional International High Profitability Portfolio
+1.01%
+$47,300.12 
REET iShares Global REIT ETF
+0.86%
+$22,246.84 
VTV Vanguard Value ETF
+0.83%
+$35,272.8 
DFAI Dimensional International Core Equity Market ETF
+0.77%
+$2,865.24 
DUHP Dimensional US High Profitability ETF
+0.76%
+$65,446.72 
GD General Dynamics Corporation
+0.71%
+$1,593.18 
FENI Fidelity Enhanced International ETF
+0.68%
+$130,795.02 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$2,549.09 
DFIC Dimensional International Core Equity Market ETF
+0.64%
+$2,275.92 
DFNM Dimensional National Municipal Bond ETF
+0.56%
+$2,262.52 
JCPB JPMorgan Core Plus Bond ETF
+0.54%
+$37,419.12 
JEPI JPMorgan Equity Premium Income Fund
+0.53%
+$1,207.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.51%
+$1,254.75 
XLI Industrial Select Sector SPDR Fund
+0.46%
+$1,136.53 
GOOGL Alphabet Inc
+0.45%
+$3,801.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.42%
+$1,027.26 
DFAU Dimensional US Core Equity Market ETF
+0.42%
+$22,575.74 
ESGU iShares ESG Aware MSCI USA ETF
+0.39%
+$2,135.1 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.37%
+$784.04 
GOOG Alphabet Inc
+0.37%
+$5,487.3 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.36%
+$13,012.53 
GII SPDR S&P Global Infrastructure ETF
+0.33%
+$8,521.55 
DFUS Dimensional U.S. Equity Market ETF
+0.32%
+$1,158.03 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.31%
+$1,965.21 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.3%
+$101,177.1 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.29%
+$1,938.04 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$7,167.51 
VOO Vanguard S&P 500 ETF
+0.28%
+$4,320.29 
IBHJ iShares iBonds 2030 High Yield & Income ETF
+0.27%
+$619.29 
IVV iShares Core S&P 500 ETF
+0.27%
+$5,919.9 
AMZN Amazon.com Inc
+0.27%
+$3,233.4 
RTX RTX Corporation
+0.26%
+$1,122.59 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.25%
+$8,442.07 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.24%
+$13,800.5 
ED Consolidated Edison, Inc.
+0.22%
+$750.72 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.19%
+$833.49 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.19%
+$929 
FLDR Fidelity Low Duration Bond ETF
+0.18%
+$12,369.27 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.18%
+$945.08 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.14%
+$858.41 
IBTI iShares iBonds Dec 2028 Term ETF
+0.14%
+$753.93 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.13%
+$302.19 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.13%
+$354.21 
BINC iShares Flexible Income Active ETF
+0.11%
+$6,047.85 
JPM JPMorgan Chase & Co.
+0.09%
+$622.63 
DE Deere & Company
+0.07%
+$713.92 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.05%
+$299.82 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$133.37 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$127.9 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$51.44 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$42.6 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.01%
+$260.29 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBHG iShares iBonds 2027 High Yield Income
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
WMB The Williams Companies, Inc.
-4.91%
-$23,784.47 
PM Philip Morris International Inc.
-2.77%
-$8,061.16 
NVDA NVIDIA Corporation
-1.84%
-$8,534.79 
GLW Corning Incorporated
-1.77%
-$6,695 
MPC Marathon Petroleum Corporation
-1.66%
-$10,684.69 
GEV GE Vernova Inc.
-1.63%
-$61,595.94 
RSPG Invesco S&P 500 Equal Weight Energy ETF
-1.59%
-$42,636 
WES Western Midstream Partners, LP
-1.54%
-$3,756.36 
XOM Exxon Mobil Corporation
-1.29%
-$7,896.94 
TSLA Tesla, Inc.
-1.29%
-$2,265.6 
FRDM Freedom 100 Emerging Markets ETF
-1.2%
-$105,525.83 
CVX Chevron Corporation
-1.19%
-$19,774.02 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.05%
-$28,196.04 
ES Eversource Energy
-1.03%
-$6,360.42 
IXN iShares Global Tech ETF
-0.81%
-$5,097.04 
DFAE Dimensional Emerging Core Equity Market ETF
-0.79%
-$1,536.6 
XLK State Street Technology Select Sector SPDR ETF
-0.67%
-$7,144.96 
AVGO Broadcom Inc.
-0.56%
-$2,209.92 
VGT Vanguard Information Technology ETF
-0.44%
-$984.4 
COST Costco Wholesale Corporation
-0.42%
-$945.3 
IYW iShares U.S. Technology ETF
-0.33%
-$33,134.94 
AAPL Apple Inc.
-0.28%
-$21,938.88 
JNJ Johnson & Johnson
-0.2%
-$767.55 
CQP Cheniere Energy Partners L.P.
-0.12%
-$326.02 
META Meta Platforms Inc Class A
-0.11%
-$596.96 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$1,617.42 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$135.2 
IUSG iShares Core S&P U.S. Growth ETF
-0.02%
-$43.32 Events
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Dividends
Dividend Analysis
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| Trades 704 | Longs Won 402/704 57% | Profit Factor 6.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.08M |
| Average Win $467,975.63 | Best Trade (Sep 29) $37.54M | Sharpe Ratio -0.67 |
| Average Loss -$95,188.62 | Worst Trade (Sep 29) -$5.35M | Z-Score -1.26 (79.47%) |
| Commissions $0 | Avg. Trade Length 5m 3w 4d | Expectancy $226,390.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.38% | 7.23% |
| Consecutive Losing Trades | 2,506 | 2,256 | 2,005 | 1,754 | 1,504 | 1,253 | 1,003 | 752 | 501 | 251 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,853 | $5.81M | $7.82M | - | $2.01M | 34.63% | -0.28% |
| ALL Allstate Corporation | 929 | $221,046 | $222,560.53 | - | $1,514.53 | 0.69% | +1.44% |
| AMZN Amazon.com Inc | 4,755 | $1.04M | $1.21M | - | $171,802.79 | 16.53% | +0.268% |
| APD Air Products and Chemicals, Inc. | 876 | $254,469.61 | $259,585.08 | - | $5,115.47 | 2.01% | +1.299% |
| AUR Aurora Innovation, Inc. | 12,407 | $47,642.88 | $66,997.8 | - | $19,354.92 | 40.62% | +6.931% |
| AVDV Avantis International Small Cap Value ETF | 14,529 | $1.46M | $1.56M | - | $98,990.68 | 6.78% | 0.0 |
| AVGO Broadcom Inc. | 1,151 | $377,773.61 | $396,323.83 | - | $18,550.22 | 4.91% | -0.555% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3,429 | $314,234 | $313,856.37 | - | -$377.63 | -0.12% | +0.016% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 6,395 | $634,511.9 | $634,352.02 | - | -$159.88 | -0.03% | +0.02% |
| BINC iShares Flexible Income Active ETF | 109,961 | $5.82M | $5.57M | - | -$251,245.47 | -4.31% | +0.109% |
| BRK-B Berkshire Hathaway Inc. | 3,851 | $1.88M | $2.03M | - | $141,522.99 | 7.51% | -0.08% |
| BX Blackstone Inc. | 4,498 | $615,818.22 | $491,496.46 | - | -$124,321.76 | -20.19% | +2.881% |
| CACI Caci International Inc. | 2,564 | $1.38M | $1.57M | - | $184,696.1 | 13.36% | +1.162% |
| CCJ Cameco Corporation | 4,079 | $442,675.86 | $339,637.93 | - | -$103,037.93 | -23.28% | +2.203% |
| CME CME Group Inc. | 1,702 | $498,139.64 | $492,660.92 | - | -$5,478.72 | -1.1% | +1.355% |
| COST Costco Wholesale Corporation | 230 | $229,179 | $224,914.7 | - | -$4,264.3 | -1.86% | -0.419% |
| COWZ Pacer US Cash Cows 100 ETF | 110,026 | $6.64M | $7.74M | - | $1.1M | 16.6% | +1.428% |
| CQP Cheniere Energy Partners L.P. | 4,347 | $280,946.89 | $270,318.19 | - | -$10,628.7 | -3.78% | -0.12% |
| CRH CRH plc | 6,815 | $716,392.73 | $560,922.2 | - | -$155,470.53 | -21.7% | +3.923% |
| CVX Chevron Corporation | 7,476 | $1.24M | $1.64M | - | $395,813.53 | 31.81% | -1.191% |
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FAQ
Which stocks have generated the highest profits for Matthew Chester?
The largest contributions to the portfolio's profits come from the following stocks: Lowe's Companies Inc - $39.07M, Lockheed Martin Corporation - $24.43M, Roku, Inc - $23.1M, SPDR S&P MidCap 400 ETF Trust - $17.49M, and iShares iBonds Dec 2025 Term Corporate ETF - $11.61M. 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: Salesforce Inc - $5.29M, Verisk Analytics Inc - $2.89M, ServiceNow, Inc - $2.44M, iShares U.S. Equity Factor Rotation Active ETF - $2.38M, and iShares U.S. Technology ETF - $1.12M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Chester's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.94M earned over time. The largest contributors to dividend income include Lockheed Martin Corporation - $2.1M, Lowe's Companies Inc - $1.53M, JPMorgan Equity Premium Income Fund - $1.26M, SPDR S&P MidCap 400 ETF Trust - $908,896.87, and Fidelity Enhanced International ETF - $684,576.21. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Chester's monthly returns?
Matthew Chester'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 Matthew Chester's strategy be considered aggressive or moderate?
Matthew Chester'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 Matthew Chester's strategy?
Matthew Chester's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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