Jonathan J. Marshall Portfolio
Invests via Spectrum Investment Advisors Inc. | Managed by Jonathan J. Marshall
Invests via Spectrum Investment Advisors Inc.
Managed by Jonathan J. Marshall
Automatically Tracked
Jonathan J. Marshall Profile
Jonathan J. Marshall boasts a multifaceted career as an investor-operator with deep expertise in technology and finance. With a strong background spanning various leadership roles, he has been pivotal in scaling multiple startups and guiding them through complex market challenges. His track record includes strategic oversight in the implementation of innovative financial solutions, demonstrating his aptitude for identifying high-impact investment opportunities. An alumnus of a prestigious university, Jonathan actively engages with entrepreneurial ecosystems to foster growth-oriented ventures that align with emerging market trends. His extensive experience equips him to navigate the intricacies of capital markets while nurturing transformative business concepts.
Jonathan J. Marshall boasts a multifaceted career as an investor-operator with deep expertise in technology and finance. With a strong background spanning various leadership roles, he has been pivotal in scaling multiple startups and guiding them through complex market challenges. His track record includes strategic oversight in the implementation of innovative financial solutions, demonstrating his aptitude for identifying high-impact investment opportunities. An alumnus of a prestigious university, Jonathan actively engages with entrepreneurial ecosystems to foster growth-oriented ventures that align with emerging market trends. His extensive experience equips him to navigate the intricacies of capital markets while nurturing transformative business concepts.
Investment Philosophy & Strategy
Jonathan J. Marshall approaches investment through an entrepreneurial lens, prioritizing innovation and scalability in technology ventures. Leveraging extensive operational expertise, he seeks to uncover unique market opportunities that exhibit high growth potential. His strategic mindset fosters a culture of adaptability, enabling portfolio companies to pivot effectively amidst industry shifts. A focus on developing robust business models ensures long-term sustainability while attracting capital investment for expansion efforts. Engaging with diverse networks allows him to stay ahead of emerging trends and capitalize on disruptive technologies.
Jonathan J. Marshall approaches investment through an entrepreneurial lens, prioritizing innovation and scalability in technology ventures. Leveraging extensive operational expertise, he seeks to uncover unique market opportunities that exhibit high growth potential. His strategic mindset fosters a culture of adaptability, enabling portfolio companies to pivot effectively amidst industry shifts. A focus on developing robust business models ensures long-term sustainability while attracting capital investment for expansion efforts. Engaging with diverse networks allows him to stay ahead of emerging trends and capitalize on disruptive technologies.
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:
42.74%
Gain -1.78%
Monthly
1.16%
Yearly
14.92%
Drawdown
15.41%
$218.24M
Equity
Holdings
$218.24M
Investment
$170.99M
$52.62M
Profit -$3.08M
Realized
$5.37M
Unrealized
$47.25M
Dividends
$8.06M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.78%
Profit
-$3.08M
Win %
67%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$1.17M
Win %
67%
This Month
Compared to last month
Gain
-1.61%
Profit
-$3.56M
Win %
67%
This Year
Compared to last year
Gain
8.43%
Profit
$16.98M
Win %
67%
AVGO Broadcom Inc.
+2.82%
+$14,898.82 
GOOG Alphabet Inc
+2.5%
+$6,953.34 
AMZN Amazon.com Inc
+2.16%
+$10,131.17 
MSFT Microsoft Corp.
+2.1%
+$14,123.98 
TXN Texas Instruments Inc
+1.31%
+$7,499.54 
ABT Abbott Laboratories
+1.19%
+$3,391.2 
FIS Fidelity National Information Services, Inc.
+1.17%
+$10,264.03 
NVDA NVIDIA Corporation
+0.74%
+$17,088.67 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.71%
+$204,594.61 
VONG Vanguard Russell 1000 Growth Fund
+0.7%
+$26,236.88 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.66%
+$1,814.79 
DFAE Dimensional Emerging Core Equity Market ETF
+0.51%
+$55,709.52 
T AT&T Inc.
+0.37%
+$654.8 
VOO Vanguard S&P 500 ETF
+0.32%
+$75,714.47 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.29%
+$1,220.86 
SPY SPDR S&P 500 ETF Trust
+0.29%
+$1,727 
FVAL Fidelity Value Factor ETF
+0.26%
+$3,315.47 
DFAU Dimensional US Core Equity Market ETF
+0.18%
+$61,410.37 
USB U.S. Bancorp
+0.18%
+$529.12 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$993.3 
VO Vanguard Mid-Cap ETF
+0.08%
+$5,464.94 
ORCL Oracle Corporation
-2.94%
-$37,352.28 
AAPL Apple Inc.
-2.8%
-$89,913.11 
PHM PulteGroup Inc.
-2.11%
-$5,310 
TSLA Tesla, Inc.
-1.94%
-$9,325.09 
PPSI Pioneer Power Solutions Inc.
-1.85%
-$8,250 
PEP PepsiCo, Inc.
-1.56%
-$9,261.63 
MRK Merck & Co., Inc.
-1.44%
-$3,832.72 
LLY Eli Lilly and Company
-1.07%
-$2,792.76 
WEC WEC Energy Group Inc.
-0.93%
-$5,090.37 
NEE NextEra Energy, Inc.
-0.88%
-$1,957.02 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
-0.84%
-$108,632.93 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.39%
-$44,945.28 
DFAI Dimensional International Core Equity Market ETF
-0.37%
-$89,019.6 
COST Costco Wholesale Corporation
-0.37%
-$979.8 
ABBV AbbVie Inc.
-0.35%
-$2,964.24 
VIG Vanguard Dividend Appreciation ETF
-0.33%
-$965.65 
FBND Fidelity Total Bond ETF
-0.3%
-$15,029.28 
SMTH ALPS Smith Core Plus Bond ETF
-0.27%
-$13,616.4 
MBB iShares MBS ETF
-0.27%
-$34,300.82 
VOE Vanguard Mid-Cap Value ETF
-0.26%
-$3,248.96 
JPM JPMorgan Chase & Co.
-0.19%
-$465.31 
MCD McDonald's Corporation
-0.18%
-$461.27 
MUB iShares National Muni Bond ETF
-0.13%
-$973.7 
VYM Vanguard High Dividend Yield ETF
-0.09%
-$197.54 
IXUS iShares Core International Stock ETF
-0.04%
-$7,377.9 Events
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Dividends
Dividend Analysis
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| Trades 306 | Longs Won 204/306 66% | Profit Factor 18.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $992,709.77 |
| Average Win $272,362.65 | Best Trade (Jul 20) $10.17M | Sharpe Ratio -12.47 |
| Average Loss -$28,839.05 | Worst Trade (Jul 24) -$822,932.31 | Z-Score 2.26 (97.59%) |
| Commissions $0 | Avg. Trade Length 1y 3w 1d | Expectancy $171,962.08 |
| 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% | 0.03% |
| Consecutive Losing Trades | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
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Returns
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Option values are updated at end of day.
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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 Jonathan J. Marshall?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core International Stock ETF - $3.18M, Dimensional International Core Equity Market ETF - $1.2M, iShares MBS ETF - $1.15M, Fidelity Enhanced Large Cap Growth ETF - $1.1M, and Vanguard S&P 500 ETF - $1.09M. 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: Pioneer Power Solutions Inc - $123,120, McDonald's Corporation - $6,348.96, and JPMorgan Chase & Co - $1,031.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jonathan J. Marshall's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.06M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $1.2M, iShares MBS ETF - $1.15M, Invesco Equal Weight 0-30 Yr GovI Mutual Fund - $1.08M, iShares Core International Stock ETF - $873,986.04, and Dimensional US Core Equity Market ETF - $677,811.23. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jonathan J. Marshall's monthly returns?
Jonathan J. Marshall'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 Jonathan J. Marshall's strategy be considered aggressive or moderate?
Jonathan J. Marshall'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 Jonathan J. Marshall's strategy?
Jonathan J. Marshall'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.
