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:
30.45%
Gain +0.81%
Monthly
1.34%
Yearly
17.3%
Drawdown
19.2%
$240.86M
Equity
Holdings
$240.86M
Investment
$212.23M
$161.57M
Profit +$2.28M
Realized
$132.93M
Unrealized
$28.64M
Dividends
$12.27M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.81%
Profit
$2.28M
Win %
63%
This Week
Compared To Last Week
Gain
0.96%
Profit
$2.28M
Win %
63%
This Month
Compared to last month
Gain
2.89%
Profit
$6.77M
Win %
63%
This Year
Compared to last year
Gain
2%
Profit
$4.62M
Win %
60%
HONA Honeywell Aerospace Inc.
+7.84%
+$15,558.37 
WPM Wheaton Precious Metals Corp.
+7.2%
+$35,809.44 
GLW Corning Incorporated
+5.41%
+$22,789.81 
AUR Aurora Innovation, Inc.
+4.06%
+$3,411.93 
CCJ Cameco Corporation
+4.03%
+$15,377.83 
FNV Franco-Nevada Corporation
+3.21%
+$32,187.95 
JTEK JPMorgan U.S. Tech Leaders ETF
+2.94%
+$102,500.09 
CRH CRH plc
+2.89%
+$19,218.3 
TSLA Tesla, Inc.
+2.83%
+$4,346.4 
BX Blackstone Inc.
+2.74%
+$16,462.68 
CACI Caci International Inc.
+2.52%
+$40,562.51 
GLDM SPDR Gold MiniShares Trust
+2.3%
+$26,576.11 
NVDA NVIDIA Corporation
+2.28%
+$10,464.01 
IAUM iShares Gold Trust Micro
+2.24%
+$174,198.65 
WSM Williams-Sonoma, Inc.
+1.92%
+$4,750 
AVGO Broadcom Inc.
+1.65%
+$8,005.18 
COWZ Pacer US Cash Cows 100 ETF
+1.63%
+$122,128.86 
IBM International Business Machines Corporation
+1.59%
+$12,577.32 
VGT Vanguard Information Technology ETF
+1.51%
+$3,330.4 
DIHP Dimensional International High Profitability Portfolio
+1.48%
+$72,341.64 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.45%
+$3,047.22 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$14,736.48 
IYW iShares U.S. Technology ETF
+1.37%
+$132,154.62 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$3,023.18 
ISRG Intuitive Surgical, Inc.
+1.34%
+$3,485 
GD General Dynamics Corporation
+1.33%
+$3,426.83 
AVDV Avantis International Small Cap Value ETF
+1.31%
+$20,632.63 
IWR iShares Russell Mid-Cap ETF
+1.23%
+$4,055.2 
APD Air Products and Chemicals, Inc.
+1.18%
+$3,101.02 
XMHQ Invesco S&P MidCap Quality ETF
+1.18%
+$5,286.78 
DFAI Dimensional International Core Equity Market ETF
+1.1%
+$4,275.12 
FESM Fidelity Enhanced Small Cap ETF
+1.09%
+$42,297.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$2,796.3 
FENI Fidelity Enhanced International ETF
+1.06%
+$213,147.44 
DFIC Dimensional International Core Equity Market ETF
+1.06%
+$3,888.03 
IXN iShares Global Tech ETF
+1.03%
+$6,327.27 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.01%
+$4,524.66 
DE Deere & Company
+0.96%
+$9,203.34 
JQUA JPMorgan U.S. Quality Factor ETF
+0.92%
+$42,701.96 
DFAE Dimensional Emerging Core Equity Market ETF
+0.91%
+$1,792.7 
JNJ Johnson & Johnson
+0.88%
+$3,386.25 
LMT Lockheed Martin Corporation
+0.87%
+$8,862.36 
AMZN Amazon.com Inc
+0.8%
+$10,365.85 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$2,679.02 
PM Philip Morris International Inc.
+0.76%
+$2,006.46 
XLV Health Care Select Sector SPDR Fund
+0.74%
+$1,808.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$1,761.5 
IUSG iShares Core S&P U.S. Growth ETF
+0.7%
+$1,472.88 
DFUS Dimensional U.S. Equity Market ETF
+0.66%
+$2,380.39 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$2,592.3 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.64%
+$17,825.55 
DFAU Dimensional US Core Equity Market ETF
+0.64%
+$34,889.78 
ESGU iShares ESG Aware MSCI USA ETF
+0.63%
+$3,429.07 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.63%
+$22,644.79 
IVV iShares Core S&P 500 ETF
+0.6%
+$13,136.48 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.6%
+$202,354.95 
VOO Vanguard S&P 500 ETF
+0.59%
+$9,118.11 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$15,061.68 
REET iShares Global REIT ETF
+0.48%
+$13,651.47 
VTV Vanguard Value ETF
+0.43%
+$18,307.35 
ES Eversource Energy
+0.35%
+$2,304.52 
JPM JPMorgan Chase & Co.
+0.33%
+$2,512.01 
META Meta Platforms Inc Class A
+0.33%
+$1,394.11 
IBHJ iShares iBonds 2030 High Yield & Income ETF
+0.3%
+$707.76 
AAPL Apple Inc.
+0.29%
+$21,024.76 
DUHP Dimensional US High Profitability ETF
+0.27%
+$23,519.92 
MKL Markel Group Inc.
+0.21%
+$1,989.91 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.21%
+$7,299.14 
XLI Industrial Select Sector SPDR Fund
+0.21%
+$560.89 
FRDM Freedom 100 Emerging Markets ETF
+0.2%
+$17,365.01 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.18%
+$1,209.36 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.17%
+$945.06 
BINC iShares Flexible Income Active ETF
+0.17%
+$9,896.38 
JCPB JPMorgan Core Plus Bond ETF
+0.17%
+$12,473.04 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.15%
+$1,057.11 
ORLY O'Reilly Automotive Inc.
+0.15%
+$336 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.14%
+$696.75 
IBHG iShares iBonds 2027 High Yield Income
+0.14%
+$349.98 
DFNM Dimensional National Municipal Bond ETF
+0.14%
+$565.63 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.13%
+$7,728.17 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.12%
+$735.78 
TD The Toronto-Dominion Bank
+0.11%
+$4,740.45 
IBTI iShares iBonds Dec 2028 Term ETF
+0.09%
+$502.65 
IBTH iShares iBonds Dec 2027 Term
+0.09%
+$533.48 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.08%
+$545.12 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.04%
+$100.73 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$255.8 
FLDR Fidelity Low Duration Bond ETF
+0.04%
+$2,733.68 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$68.58 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.02%
+$46.12 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$135.2 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$85.2 
MSFT Microsoft Corp.
+0.01%
+$234.64 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
SURG SurgePays Inc.
-10.92%
-$519.54 
ALL Allstate Corporation
-2.97%
-$7,589.92 
V Visa Inc. Class A
-2.18%
-$5,479.54 
WMB The Williams Companies, Inc.
-1.9%
-$9,081.34 
CQP Cheniere Energy Partners L.P.
-1.8%
-$5,172.93 
CVX Chevron Corporation
-1.42%
-$20,035.68 
XOM Exxon Mobil Corporation
-1.22%
-$6,549.09 
GE General Electric Company
-1.2%
-$27,256.51 
GEV GE Vernova Inc.
-1.02%
-$40,903.2 
GOOGL Alphabet Inc
-0.98%
-$8,421 
RSPG Invesco S&P 500 Equal Weight Energy ETF
-0.98%
-$23,142 
GOOG Alphabet Inc
-0.91%
-$14,066.61 
ED Consolidated Edison, Inc.
-0.9%
-$3,065.44 
WES Western Midstream Partners, LP
-0.66%
-$1,687.64 
MCD McDonald's Corporation
-0.64%
-$2,639.45 
LLY Eli Lilly and Company
-0.58%
-$1,570.94 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$10,821.31 
MPC Marathon Petroleum Corporation
-0.36%
-$1,429.91 
CME CME Group Inc.
-0.26%
-$1,174.4 
GII SPDR S&P Global Infrastructure ETF
-0.23%
-$6,097.01 
COST Costco Wholesale Corporation
-0.14%
-$312.81 
RTX RTX Corporation
-0.12%
-$618.57 
IBHH iShares iBonds 2028 Term High Yield ETF
-0.11%
-$295.18 
JEPI JPMorgan Equity Premium Income Fund
-0.01%
-$20.12 Events
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Dividends
Dividend Analysis
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| Trades 704 | Longs Won 419/704 59% | Profit Factor 6.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.08M |
| Average Win $451,848.51 | Best Trade (Sep 29) $37.54M | Sharpe Ratio -0.67 |
| Average Loss -$97,394.3 | Worst Trade (Sep 29) -$5.35M | Z-Score -2.02 (99.01%) |
| Commissions $0 | Avg. Trade Length 5m 1w 6d | Expectancy $229,498.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.34% | 6.81% |
| Consecutive Losing Trades | 2,475 | 2,228 | 1,980 | 1,733 | 1,485 | 1,238 | 990 | 743 | 495 | 248 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,853 | $5.81M | $7.16M | - | $1.36M | 23.34% | +0.294% |
| ALL Allstate Corporation | 929 | $221,046 | $247,987.26 | - | $26,941.26 | 12.19% | -2.97% |
| AMZN Amazon.com Inc | 4,755 | $1.04M | $1.3M | - | $265,381.19 | 25.53% | +0.801% |
| APD Air Products and Chemicals, Inc. | 876 | $254,469.61 | $265,830.95 | - | $11,361.34 | 4.46% | +1.18% |
| AUR Aurora Innovation, Inc. | 12,407 | $47,642.88 | $87,531.38 | - | $39,888.5 | 83.72% | +4.056% |
| AVDV Avantis International Small Cap Value ETF | 14,529 | $1.46M | $1.59M | - | $132,699.41 | 9.09% | +1.313% |
| AVGO Broadcom Inc. | 1,151 | $377,773.61 | $492,081.26 | - | $114,307.65 | 30.26% | +1.654% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3,429 | $314,234 | $313,650.63 | - | -$583.37 | -0.19% | +0.022% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 6,395 | $634,511.9 | $634,511.9 | - | - | - | +0.04% |
| BINC iShares Flexible Income Active ETF | 109,961 | $5.82M | $5.72M | - | -$101,148.81 | -1.74% | +0.173% |
| BRK-B Berkshire Hathaway Inc. | 3,851 | $1.88M | $2.01M | - | $125,618.36 | 6.67% | -0.536% |
| BX Blackstone Inc. | 4,498 | $615,818.22 | $616,720.78 | - | $902.56 | 0.15% | +2.743% |
| CACI Caci International Inc. | 2,564 | $1.38M | $1.65M | - | $270,795.19 | 19.59% | +2.516% |
| CCJ Cameco Corporation | 4,079 | $442,675.86 | $397,253.81 | - | -$45,422.05 | -10.26% | +4.027% |
| CME CME Group Inc. | 1,702 | $498,139.64 | $448,698.26 | - | -$49,441.38 | -9.93% | -0.261% |
| COST Costco Wholesale Corporation | 230 | $229,179 | $217,991.7 | - | -$11,187.3 | -4.88% | -0.143% |
| COWZ Pacer US Cash Cows 100 ETF | 110,026 | $6.64M | $7.62M | - | $981,576.63 | 14.79% | +1.629% |
| CQP Cheniere Energy Partners L.P. | 4,347 | $280,946.89 | $281,902.95 | - | $956.06 | 0.34% | -1.802% |
| CRH CRH plc | 6,815 | $716,392.73 | $684,771.2 | - | -$31,621.53 | -4.41% | +2.888% |
| CVX Chevron Corporation | 7,476 | $1.24M | $1.39M | - | $150,264.31 | 12.08% | -1.416% |
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Option values are updated at end of day.
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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 $12.27M earned over time. The largest contributors to dividend income include Lockheed Martin Corporation - $2.09M, 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 - $582,846.75. 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.
