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:
12.35%
Gain
Monthly
0.63%
Yearly
7.84%
Drawdown
19.22%
$223.87M
Equity
Holdings
$223.87M
Investment
$202.41M
$77.81M
Profit -$912,690.39
Realized
$56.35M
Unrealized
$21.46M
Dividends
$12.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$912,690.39
Win %
60%
This Week
Compared To Last Week
Gain
-1.23%
Profit
-$2.78M
Win %
60%
This Month
Compared to last month
Gain
-1.04%
Profit
-$2.35M
Win %
60%
This Year
Compared to last year
Gain
8.98%
Profit
$18.36M
Win %
59%
GE General Electric Company
+2.78%
+$61,600.04 
JNJ Johnson & Johnson
+1.64%
+$6,155.45 
PM Philip Morris International Inc.
+1.51%
+$4,041.18 
EMR Emerson Electric Co.
+1.5%
+$5,601.2 
XOM Exxon Mobil Corporation
+1.41%
+$7,244.7 
CVX Chevron Corporation
+1.37%
+$19,318.78 
LMT Lockheed Martin Corporation
+1.27%
+$11,414.44 
RTX RTX Corporation
+1.16%
+$4,844.25 
LLY Eli Lilly and Company
+1.06%
+$2,835.03 
CQP Cheniere Energy Partners L.P.
+1.02%
+$2,890.88 
APD Air Products and Chemicals, Inc.
+0.97%
+$2,554.56 
GEV GE Vernova Inc.
+0.96%
+$40,929.16 
MPC Marathon Petroleum Corporation
+0.92%
+$3,733.68 
IAUM iShares Gold Trust Micro
+0.92%
+$61,548.49 
GLDM SPDR Gold MiniShares Trust
+0.91%
+$9,847.69 
MKL Markel Group Inc.
+0.88%
+$8,832.64 
HON Honeywell International Inc.
+0.81%
+$2,333.12 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$14,882.72 
GD General Dynamics Corporation
+0.76%
+$2,122.4 
FNV Franco-Nevada Corporation
+0.75%
+$6,597.72 
EPI WisdomTree India Earnings Fund
+0.58%
+$9,983.75 
ED Consolidated Edison, Inc.
+0.51%
+$1,798.6 
DE Deere & Company
+0.44%
+$4,081.87 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+0.43%
+$9,219.95 
JPM JPMorgan Chase & Co.
+0.41%
+$3,015.58 
XLV Health Care Select Sector SPDR Fund
+0.29%
+$696.54 
ORLY O'Reilly Automotive Inc.
+0.27%
+$552 
ES Eversource Energy
+0.25%
+$1,751.42 
KRP Kimbell Royalty Partners, LP
+0.24%
+$384.09 
TD The Toronto-Dominion Bank
+0.22%
+$9,845.55 
VTV Vanguard Value ETF
+0.2%
+$7,848.91 
XLI Industrial Select Sector SPDR Fund
+0.15%
+$413.28 
AAPL Apple Inc.
+0.14%
+$10,923.82 
CACI Caci International Inc.
+0.11%
+$1,299.97 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.1%
+$718.5 
FLDR Fidelity Low Duration Bond ETF
+0.09%
+$5,956.52 
JCPB JPMorgan Core Plus Bond ETF
+0.09%
+$5,964.25 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.07%
+$537.28 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.07%
+$389.71 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.07%
+$465.46 
IBTI iShares iBonds Dec 2028 Term ETF
+0.07%
+$427.87 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$3,767.54 
IBHJ iShares iBonds 2030 High Yield & Income ETF
+0.04%
+$111.11 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.04%
+$121.39 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.04%
+$258.17 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$909.23 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$197.87 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$151.66 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$149.73 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.02%
+$51.24 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$137.89 
FLOT iShares Floating Rate Bond ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBHH iShares iBonds 2028 Term High Yield ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.82%
-$69,040.79 
META Meta Platforms Inc Class A
-5.12%
-$24,659.44 
IBM International Business Machines Corporation
-3.71%
-$33,333 
GLW Corning Incorporated
-2.95%
-$12,090.63 
CCJ Cameco Corporation
-2.42%
-$8,499.08 
MSFT Microsoft Corp.
-2.26%
-$70,537.39 
GOOG Alphabet Inc
-1.86%
-$28,816.06 
GOOGL Alphabet Inc
-1.82%
-$15,555.7 
V Visa Inc. Class A
-1.7%
-$4,213.19 
JTEK JPMorgan U.S. Tech Leaders ETF
-1.53%
-$56,202 
IYW iShares U.S. Technology ETF
-1.53%
-$155,018.64 
WMB The Williams Companies, Inc.
-1.47%
-$6,476.8 
BX Blackstone Inc.
-1.45%
-$8,388.77 
NVDA NVIDIA Corporation
-1.41%
-$6,153 
CRH CRH plc
-1.37%
-$10,851.8 
AVDV Avantis International Small Cap Value ETF
-1.36%
-$16,590.06 
IXN iShares Global Tech ETF
-1.26%
-$7,469.8 
AUR Aurora Innovation, Inc.
-1.26%
-$1,042.28 
XLK State Street Technology Select Sector SPDR ETF
-1.19%
-$11,833.9 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.19%
-$28,933.55 
IUSG iShares Core S&P U.S. Growth ETF
-1.16%
-$3,013.2 
AVGO Broadcom Inc.
-1.12%
-$4,811.18 
CME CME Group Inc.
-0.93%
-$3,749.68 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$2,990 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.81%
-$3,512.57 
ESGU iShares ESG Aware MSCI USA ETF
-0.78%
-$4,140.8 
DFUS Dimensional U.S. Equity Market ETF
-0.74%
-$2,606.95 
FESM Fidelity Enhanced Small Cap ETF
-0.74%
-$26,349.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$233,331.15 
FRDM Freedom 100 Emerging Markets ETF
-0.73%
-$64,163.52 
VOO Vanguard S&P 500 ETF
-0.73%
-$10,621.41 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$18,044.48 
IVV iShares Core S&P 500 ETF
-0.72%
-$16,911.32 
DFAU Dimensional US Core Equity Market ETF
-0.72%
-$39,566.25 
WPM Wheaton Precious Metals Corp.
-0.72%
-$2,894.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$1,706.26 
FENI Fidelity Enhanced International ETF
-0.7%
-$121,269.96 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.65%
-$2,504.44 
FXB Invesco CurrencyShares British Pound Sterling Trust
-0.64%
-$4,592.5 
AMZN Amazon.com Inc
-0.6%
-$7,057.5 
IWR iShares Russell Mid-Cap ETF
-0.59%
-$1,924 
DUHP Dimensional US High Profitability ETF
-0.59%
-$47,923.22 
XMHQ Invesco S&P MidCap Quality ETF
-0.58%
-$2,509.96 
JQUA JPMorgan U.S. Quality Factor ETF
-0.51%
-$22,285.84 
DFIC Dimensional International Core Equity Market ETF
-0.47%
-$1,659.53 
DFAI Dimensional International Core Equity Market ETF
-0.45%
-$1,532.54 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.43%
-$14,042.38 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.41%
-$1,039.65 
DIHP Dimensional International High Profitability Portfolio
-0.34%
-$14,312.09 
MCD McDonald's Corporation
-0.33%
-$1,332 
JEPI JPMorgan Equity Premium Income Fund
-0.31%
-$768.25 
PTY PIMCO Corporate & Income Opportunity Fund
-0.29%
-$361.17 
COWZ Pacer US Cash Cows 100 ETF
-0.24%
-$15,805.04 
COST Costco Wholesale Corporation
-0.16%
-$345 
WES Western Midstream Partners, LP
-0.08%
-$223.79 
IBHG iShares iBonds 2027 High Yield Income
-0.07%
-$215.1 
BINC iShares Flexible Income Active ETF
-0.03%
-$1,588.59 
DFNM Dimensional National Municipal Bond ETF
-0.02%
-$98.56 Events
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Dividends
Dividend Analysis
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| Trades 609 | Longs Won 247/609 40% | Profit Factor 6.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.25M |
| Average Win $369,655.82 | Best Trade (Sep 30) $22.27M | Sharpe Ratio -0.42 |
| Average Loss -$37,272.91 | Worst Trade (Mar 31) -$2.55M | Z-Score -5.31 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3d | Expectancy $127,770.43 |
| 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% | 0.03% | 2.11% |
| Consecutive Losing Trades | 6,024 | 5,422 | 4,819 | 4,217 | 3,614 | 3,012 | 2,410 | 1,807 | 1,205 | 602 |
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Returns
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