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:
42.19%
Gain +0.35%
Monthly
1.06%
Yearly
13.45%
Drawdown
14.07%
$170.39M
Equity
Holdings
$170.39M
Investment
$131.36M
$41.58M
Profit +$462,583.71
Realized
$2.54M
Unrealized
$39.03M
Dividends
$7.66M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$462,583.71
Win %
72%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$1.08M
Win %
72%
This Month
Compared to last month
Gain
0.5%
Profit
$839,414.31
Win %
72%
This Year
Compared to last year
Gain
0.42%
Profit
$702,907.83
Win %
72%
LLY Eli Lilly and Company
+4.78%
+$14,786.56 
AMGN Amgen Inc.
+3.37%
+$12,330.95 
SYK Stryker Corporation
+3.35%
+$7,788 
HD The Home Depot, Inc.
+3.19%
+$6,629.28 
SBUX Starbucks Corporation
+2.62%
+$11,070.96 
IBM International Business Machines Corporation
+2.14%
+$5,177.68 
WMT Walmart Inc.
+2.13%
+$12,219.09 
FITB Fifth Third Bancorp
+1.67%
+$4,407.3 
GLD SPDR Gold Shares
+1.07%
+$3,691.49 
MRK Merck & Co., Inc.
+1.06%
+$3,127.8 
MSFT Microsoft Corp.
+1.03%
+$57,304.36 
GE General Electric Company
+0.91%
+$1,701.91 
SCHA Schwab U.S. Small-Cap ETF
+0.84%
+$37,798.65 
IJR iShares Core S&P Small-Cap ETF
+0.79%
+$1,462.24 
JNJ Johnson & Johnson
+0.75%
+$8,303.9 
IWM iShares Russell 2000 ETF
+0.71%
+$1,720.78 
EFV iShares MSCI EAFE Value ETF
+0.71%
+$1,682.76 
IWD iShares Russell 1000 Value ETF
+0.68%
+$1,721.72 
VONV Vanguard Russell 1000 Value Index Fund
+0.67%
+$1,768.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.63%
+$207,864.8 
BND Vanguard Total Bond Market Index Fund
+0.61%
+$12,889.68 
COST Costco Wholesale Corporation
+0.61%
+$2,157.52 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.59%
+$1,941.3 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.59%
+$2,436.83 
AAPL Apple Inc.
+0.55%
+$20,345.47 
DFUV Dimensional US Marketwide Value ETF
+0.46%
+$1,324.47 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$3,870.68 
DFIC Dimensional International Core Equity Market ETF
+0.39%
+$9,983.54 
GOOGL Alphabet Inc
+0.36%
+$742.49 
GOOG Alphabet Inc
+0.31%
+$1,581.13 
BNDX Vanguard Total International Bond ETF
+0.3%
+$828.5 
VSGX Vanguard ESG International Stock ETF
+0.25%
+$1,081.46 
ESGV Vanguard ESG U.S. Stock ETF
+0.25%
+$1,870.34 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$4,178.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$37,349.48 
DFAU Dimensional US Core Equity Market ETF
+0.18%
+$620.73 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$43,381.98 
EXPD Expeditors International of Washington, Inc.
+0.13%
+$447.5 
SCHX Schwab U.S. Large-Cap ETF
+0.1%
+$32,963.76 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$757.92 
IVV iShares Core S&P 500 ETF
+0.06%
+$619.82 
RTX RTX Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CSCO Cisco Systems, Inc.
-4.24%
-$11,519.8 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-4.12%
-$9,210 
AMD Advanced Micro Devices, Inc.
-3.92%
-$8,948 
AMAT Applied Materials, Inc.
-3.83%
-$8,097.76 
Q Qnity Electronics Inc.
-3.6%
-$5,610.78 
GEV GE Vernova Inc.
-2.95%
-$5,282.01 
CAT Caterpillar Inc.
-2.94%
-$9,270.41 
AVGO Broadcom Inc.
-1.98%
-$5,461.65 
NVDA NVIDIA Corporation
-1.7%
-$6,445.68 
XOM Exxon Mobil Corporation
-1.26%
-$4,014.07 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.14%
-$7,345.36 
CVX Chevron Corporation
-1.07%
-$3,791.99 
QQQ Invesco QQQ Trust, Series 1
-0.65%
-$3,374.85 
VONG Vanguard Russell 1000 Growth Fund
-0.57%
-$1,334.44 
IWF iShares Russell 1000 Growth ETF
-0.5%
-$2,986.54 
VWO Vanguard FTSE Emerging Markets ETF
-0.46%
-$21,317.31 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.42%
-$1,543.47 
MU Micron Technology, Inc.
-0.27%
-$486 
JPM JPMorgan Chase & Co.
-0.22%
-$1,344.66 
AMZN Amazon.com Inc
-0.13%
-$1,387.53 
CL Colgate-Palmolive Company
-0.11%
-$560 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.01%
-$1,089.79 Events
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Dividends
Dividend Analysis
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| Trades 328 | Longs Won 245/328 74% | Profit Factor 17.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $887,108.1 |
| Average Win $179,882.26 | Best Trade (Oct 14) $12.68M | Sharpe Ratio -12.65 |
| Average Loss -$30,057.82 | Worst Trade (Oct 14) -$1.05M | Z-Score 9.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w | Expectancy $126,757.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.31% |
| Consecutive Losing Trades | 5,682 | 5,114 | 4,545 | 3,977 | 3,409 | 2,841 | 2,273 | 1,705 | 1,136 | 568 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,822 | $2.38M | $3.73M | - | $1.35M | 56.64% | +0.548% |
| AMAT Applied Materials, Inc. | 473 | $341,979 | $203,158.23 | - | -$138,820.77 | -40.59% | -3.833% |
| AMD Advanced Micro Devices, Inc. | 400 | $232,364 | $219,380 | - | -$12,984 | -5.59% | -3.919% |
| AMGN Amgen Inc. | 859 | $276,463.59 | $378,359.43 | - | $101,895.84 | 36.86% | +3.369% |
| AMZN Amazon.com Inc | 4,336 | $844,645.17 | $1.1M | - | $255,658.19 | 30.27% | -0.126% |
| AVGO Broadcom Inc. | 795 | $226,406.03 | $269,807.1 | - | $43,401.07 | 19.17% | -1.984% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 451,880 | $34.59M | $33.23M | - | -$1.37M | -3.95% | +0.63% |
| BND Vanguard Total Bond Market Index Fund | 29,976 | $2.19M | $2.12M | - | -$66,674.49 | -3.04% | +0.611% |
| BNDX Vanguard Total International Bond ETF | 5,814 | $279,383.61 | $274,377.19 | - | -$5,006.42 | -1.79% | +0.303% |
| BRK-B Berkshire Hathaway Inc. | 1,852 | $664,828.52 | $978,670.88 | - | $313,842.36 | 47.21% | +0.397% |
| CAT Caterpillar Inc. | 421 | $241,937.01 | $306,050.16 | - | $64,113.15 | 26.5% | -2.94% |
| CL Colgate-Palmolive Company | 5,600 | $581,336 | $519,008 | - | -$62,328 | -10.72% | -0.108% |
| COST Costco Wholesale Corporation | 362 | $322,921.92 | $357,641.52 | - | $34,719.6 | 10.75% | +0.607% |
| CSCO Cisco Systems, Inc. | 2,390 | $280,688 | $260,079.8 | - | -$20,608.2 | -7.34% | -4.241% |
| CVX Chevron Corporation | 1,600 | $235,632 | $351,472 | - | $115,840 | 49.16% | -1.067% |
| DFAU Dimensional US Core Equity Market ETF | 6,534 | $276,835.63 | $346,007.97 | - | $69,172.34 | 24.99% | +0.18% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 16,694 | $458,209.06 | $639,714.08 | - | $181,505.02 | 39.61% | -1.135% |
| DFIC Dimensional International Core Equity Market ETF | 68,852 | $1.85M | $2.58M | - | $735,007.51 | 39.74% | +0.388% |
| DFUV Dimensional US Marketwide Value ETF | 5,194 | $251,750.07 | $290,889.97 | - | $39,139.9 | 15.55% | +0.457% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 7,190 | $342,309.35 | $328,367.3 | - | -$13,942.05 | -4.07% | +0.595% |
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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) - $3M, Schwab U.S. Large-Cap ETF - $2M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.28M, VANGUARD TOTAL STOCK MKT ETF - $1.09M, and Vanguard Total International Stock Index Fund Investor Shares - $722,911.48. 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: Intuit Inc - $108,516, Oracle Corporation - $68,664, Lockheed Martin Corporation - $32,455.04, Merck & Co., Inc - $21,427.25, and Alphabet Inc - $16,179.59. 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 $7.66M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $3.01M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.1M, VANGUARD TOTAL STOCK MKT ETF - $772,657.23, Schwab U.S. Large-Cap ETF - $748,253.36, and Vanguard Total International Stock Index Fund Investor Shares - $552,183.22. 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.
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