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:
46.02%
Gain +0.52%
Monthly
1.2%
Yearly
15.33%
Drawdown
14.07%
$168.42M
Equity
Holdings
$168.42M
Investment
$125.71M
$45.23M
Profit +$648,350.1
Realized
$2.53M
Unrealized
$42.71M
Dividends
$7.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.52%
Profit
$648,350.1
Win %
80%
This Week
Compared To Last Week
Gain
0.51%
Profit
$850,060.29
Win %
80%
This Month
Compared to last month
Gain
2.75%
Profit
$4.51M
Win %
80%
This Year
Compared to last year
Gain
12.39%
Profit
$18.57M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$156,442.84 
GOOG Alphabet Inc
+6.88%
+$33,628.08 
MSFT Microsoft Corp.
+3.02%
+$142,397 
NVDA NVIDIA Corporation
+2.93%
+$12,619.12 
CVX Chevron Corporation
+2.35%
+$7,232 
LMT Lockheed Martin Corporation
+1.5%
+$3,072.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$5,022.72 
GE General Electric Company
+1.42%
+$3,747.35 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$43,542.8 
IBM International Business Machines Corporation
+0.86%
+$2,020.76 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,286.24 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,221.13 
CAT Caterpillar Inc.
+0.7%
+$2,381.4 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,476.8 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$4,895.91 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,147.96 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$209,655.5 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$1,828.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$150,208.38 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$1,575.21 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,111.11 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$2,767.04 
RTX RTX Corporation
+0.39%
+$1,374.24 
AVGO Broadcom Inc.
+0.37%
+$1,293.12 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,444.72 
MRK Merck & Co., Inc.
+0.32%
+$822.07 
JPM JPMorgan Chase & Co.
+0.27%
+$1,730.54 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$622.68 
JNJ Johnson & Johnson
+0.21%
+$2,308.68 
INTU Intuit Inc.
+0.18%
+$342 
WMT Walmart Inc.
+0.09%
+$494.21 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$265,330.92 
SYK Stryker Corporation
-6.42%
-$18,430.5 
GLD SPDR Gold Shares
-1.49%
-$5,147.91 
XOM Exxon Mobil Corporation
-0.97%
-$2,772.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$125,099.31 
AMGN Amgen Inc.
-0.64%
-$2,122.89 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$15,182.64 
SBUX Starbucks Corporation
-0.57%
-$2,716.2 
LLY Eli Lilly and Company
-0.53%
-$1,569.28 
IWM iShares Russell 2000 ETF
-0.47%
-$1,232.92 
HD The Home Depot, Inc.
-0.42%
-$977.18 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$18,242.51 
CL Colgate-Palmolive Company
-0.33%
-$1,680 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$5,798.8 
COST Costco Wholesale Corporation
-0.24%
-$825.35 
BNDX Vanguard Total International Bond ETF
-0.23%
-$635.03 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$712.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$18,870.66 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$64,070.1 
FITB Fifth Third Bancorp
-0.16%
-$477.9 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$647.52 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,170.1 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$150.96 Events
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Dividends
Dividend Analysis
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| Trades 284 | Longs Won 230/284 80% | Profit Factor 50.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $979,793.76 |
| Average Win $200,620.65 | Best Trade (Aug 14) $13.14M | Sharpe Ratio -10.58 |
| Average Loss -$16,880.49 | Worst Trade (Aug 19) -$265,765.82 | Z-Score 17.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 6d | Expectancy $159,264.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.28% |
| Consecutive Losing Trades | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,821 | $2.38M | $3.34M | - | $960,635.77 | 40.33% | -7.354% |
| AMGN Amgen Inc. | 856 | $275,377.45 | $329,696.96 | - | $54,319.51 | 19.73% | -0.64% |
| AMZN Amazon.com Inc | 4,336 | $844,645.17 | $1.18M | - | $332,925.67 | 39.42% | +15.321% |
| AVGO Broadcom Inc. | 898 | $254,798.01 | $349,573.44 | - | $94,775.43 | 37.2% | +0.371% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 427,134 | $32.69M | $32.27M | - | -$429,115.87 | -1.31% | -0.198% |
| BND Vanguard Total Bond Market Index Fund | 30,520 | $2.23M | $2.2M | - | -$25,426.17 | -1.14% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 5,773 | $277,398 | $275,776.21 | - | -$1,621.79 | -0.58% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 1,852 | $664,828.52 | $947,372.08 | - | $282,543.56 | 42.5% | +0.365% |
| CAT Caterpillar Inc. | 420 | $240,872.58 | $342,220.2 | - | $101,347.62 | 42.08% | +0.701% |
| CL Colgate-Palmolive Company | 5,600 | $581,336 | $511,280 | - | -$70,056 | -12.05% | -0.328% |
| COST Costco Wholesale Corporation | 362 | $322,921.92 | $344,584.18 | - | $21,662.26 | 6.71% | -0.239% |
| CVX Chevron Corporation | 1,600 | $235,632 | $314,928 | - | $79,296 | 33.65% | +2.35% |
| DFAU Dimensional US Core Equity Market ETF | 6,532 | $276,732.25 | $338,226.96 | - | $61,494.71 | 22.22% | +0.544% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 17,294 | $474,246.51 | $651,983.8 | - | $177,737.29 | 37.48% | +0.426% |
| DFIC Dimensional International Core Equity Market ETF | 69,012 | $1.85M | $2.63M | - | $775,108.32 | 41.82% | -0.574% |
| DFUV Dimensional US Marketwide Value ETF | 5,189 | $251,475 | $288,456.51 | - | $36,981.51 | 14.71% | +0.216% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 7,125 | $339,227.52 | $332,381.25 | - | -$6,846.27 | -2.02% | -0.214% |
| ESGV Vanguard ESG U.S. Stock ETF | 5,501 | $510,118.06 | $726,242.04 | - | $216,123.98 | 42.37% | +0.679% |
| EXPD Expeditors International of Washington, Inc. | 1,790 | $235,206 | $300,523.1 | - | $65,317.1 | 27.77% | +0.527% |
| FITB Fifth Third Bancorp | 5,310 | $227,480 | $300,015 | - | $72,535 | 31.89% | -0.159% |
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FAQ
Which stocks have generated the highest profits for Jeffrey D Matchett-Robles?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.86M, Schwab U.S. Large-Cap ETF - $1.86M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.23M, VANGUARD TOTAL STOCK MKT ETF - $1.02M, and Vanguard Total International Stock Index Fund Investor Shares - $705,888.96. 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: Oracle Corporation - $68,664, Merck & Co., Inc - $23,131.5, Alphabet Inc - $16,310.27, Expeditors International of Washington, Inc - $10,977.31, and Vanguard Real Estate ETF - $396.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey D Matchett-Robles's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.16M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.87M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.05M, VANGUARD TOTAL STOCK MKT ETF - $695,895.23, Schwab U.S. Large-Cap ETF - $658,152.42, and Vanguard Total International Stock Index Fund Investor Shares - $535,160.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey D Matchett-Robles's monthly returns?
Jeffrey D Matchett-Robles's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jeffrey D Matchett-Robles's strategy be considered aggressive or moderate?
Jeffrey D Matchett-Robles'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 Jeffrey D Matchett-Robles's strategy?
Jeffrey D Matchett-Robles'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.
