JDM
Jeffrey D Matchett-Robles Portfolio
Invests via Gordian Advisors LLC | Managed by David Hamra, Denis Smirnov, Jeffrey D (JD) Matchett-Robles
Invests via Gordian Advisors LLC
Managed by David Hamra, Denis Smirnov, Jeffrey D (JD) Matchett-Robles
Automatically Tracked
Jeffrey D Matchett-Robles Profile
Seasoned private equity and corporate finance professional focused on growth-stage technology and healthcare investments. Jeffrey D Matchett-Robles brings experience in deal sourcing, due diligence, portfolio operations and capital markets strategy across cross-border transactions. Often works with founder-led teams to scale go-to-market, optimize financial operations and prepare companies for liquidity events. Active in board advisory roles and fundraising for mid-market buyouts and growth equity strategies.
Seasoned private equity and corporate finance professional focused on growth-stage technology and healthcare investments. Jeffrey D Matchett-Robles brings experience in deal sourcing, due diligence, portfolio operations and capital markets strategy across cross-border transactions. Often works with founder-led teams to scale go-to-market, optimize financial operations and prepare companies for liquidity events. Active in board advisory roles and fundraising for mid-market buyouts and growth equity strategies.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare companies where operational improvement and capital structure optimization unlock scale. Prefers founder-led opportunities with clear go‑to‑market expansion plans, applying rigorous due diligence, hands‑on portfolio operations and board-level governance to accelerate revenue and margin expansion. Capital allocation emphasizes growth equity and mid‑market buyouts with staged financing, milestone‑linked capital and exit planning toward strategic sales or IPOs. Risk discipline blends deep sector expertise, cross‑border deal execution and capital markets timing to balance upside from operational value creation with downside protection via covenants and active oversight.
Focuses on growth-stage technology and healthcare companies where operational improvement and capital structure optimization unlock scale. Prefers founder-led opportunities with clear go‑to‑market expansion plans, applying rigorous due diligence, hands‑on portfolio operations and board-level governance to accelerate revenue and margin expansion. Capital allocation emphasizes growth equity and mid‑market buyouts with staged financing, milestone‑linked capital and exit planning toward strategic sales or IPOs. Risk discipline blends deep sector expertise, cross‑border deal execution and capital markets timing to balance upside from operational value creation with downside protection via covenants and active oversight.
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:
2.54%
Gain
Monthly
0.08%
Yearly
0.99%
Drawdown
28.1%
$163.87M
Equity
Holdings
$163.87M
Investment
$125.71M
$40.73M
Profit -$619,654.47
Realized
$2.58M
Unrealized
$38.16M
Dividends
$7.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$619,654.47
Win %
79%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$602,361.12
Win %
79%
This Month
Compared to last month
Gain
-0.04%
Profit
-$67,782.37
Win %
79%
This Year
Compared to last year
Gain
9.36%
Profit
$14.02M
Win %
80%
INTU Intuit Inc.
+5.53%
+$9,282.01 
SYK Stryker Corporation
+3.99%
+$10,407.37 
MRK Merck & Co., Inc.
+3.86%
+$9,563.85 
IBM International Business Machines Corporation
+3.04%
+$6,781.79 
AMGN Amgen Inc.
+2.98%
+$9,150.64 
CL Colgate-Palmolive Company
+2.97%
+$15,232 
SBUX Starbucks Corporation
+2.96%
+$14,078.97 
COST Costco Wholesale Corporation
+2.6%
+$8,608.36 
WMT Walmart Inc.
+2.59%
+$14,381.22 
FITB Fifth Third Bancorp
+2.52%
+$7,752.6 
EXPD Expeditors International of Washington, Inc.
+1.95%
+$6,211.3 
MSFT Microsoft Corp.
+1.8%
+$74,387.43 
AAPL Apple Inc.
+1.49%
+$52,806.48 
HD The Home Depot, Inc.
+1.45%
+$3,472.82 
LLY Eli Lilly and Company
+1.35%
+$4,011.52 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$11,213.86 
CVX Chevron Corporation
+1.19%
+$3,456 
JNJ Johnson & Johnson
+1.14%
+$12,240.36 
XOM Exxon Mobil Corporation
+0.85%
+$2,228.76 
IWD iShares Russell 1000 Value ETF
+0.76%
+$1,891.89 
LMT Lockheed Martin Corporation
+0.3%
+$553.58 
GOOG Alphabet Inc
+0.26%
+$1,412.76 
AMZN Amazon.com Inc
+0.21%
+$2,276.4 
DFUV Dimensional US Marketwide Value ETF
+0.03%
+$77.83 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GE General Electric Company
-6.08%
-$16,330.4 
AVGO Broadcom Inc.
-4.57%
-$16,164 
CAT Caterpillar Inc.
-4.34%
-$16,686.6 
NVDA NVIDIA Corporation
-3.07%
-$14,420.25 
GLD SPDR Gold Shares
-1.94%
-$6,604.36 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.88%
-$12,711.09 
IWF iShares Russell 1000 Growth ETF
-1.71%
-$10,161.76 
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$7,983.34 
RTX RTX Corporation
-1.45%
-$4,646.26 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.34%
-$4,852.68 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$58,705.03 
VSGX Vanguard ESG International Stock ETF
-1.26%
-$5,506.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.16%
-$103,264.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.13%
-$212,936.8 
SCHA Schwab U.S. Small-Cap ETF
-0.97%
-$47,009.54 
JPM JPMorgan Chase & Co.
-0.85%
-$5,430.93 
DFIC Dimensional International Core Equity Market ETF
-0.68%
-$17,598.06 
ESGV Vanguard ESG U.S. Stock ETF
-0.5%
-$3,685.67 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$4,060.03 
IVV iShares Core S&P 500 ETF
-0.46%
-$4,396.14 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$126,205.24 
SCHX Schwab U.S. Large-Cap ETF
-0.42%
-$137,931.25 
DFAU Dimensional US Core Equity Market ETF
-0.3%
-$1,012.46 
IWM iShares Russell 2000 ETF
-0.17%
-$443.5 
BNDX Vanguard Total International Bond ETF
-0.17%
-$460.69 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.13%
-$560.69 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.09%
-$27,763.71 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.07%
-$249.37 
BND Vanguard Total Bond Market Index Fund
-0.05%
-$1,068.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$351.03 Events
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Dividends
Dividend Analysis
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| Trades 284 | Longs Won 226/284 79% | Profit Factor 43.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $906,563.14 |
| Average Win $184,465.34 | Best Trade (Jul 15) $12.09M | Sharpe Ratio -11.41 |
| Average Loss -$16,520.22 | Worst Trade (Jul 10) -$395,154.02 | Z-Score 14.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 1d | Expectancy $143,419 |
| 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% | 0.25% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
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