JJM

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

Tracking: 0 Updated: 9 minutes ago

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.

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.

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:

28.81%

Gain -0.11%

Monthly

0.87%

Yearly

10.9%

Drawdown

13.77%

$220.43M

Equity

Holdings

$220.43M

Investment

$170.99M

$54.82M

Profit -$248,736.1

Realized

$5.37M

Unrealized

$49.44M

Dividends

$6.13M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.11%

Profit

-$248,736.1

Win %

74%

This Week

Compared To Last Week

Gain

-1.26%

Profit

-$2.82M

Win %

74%

This Month

Compared to last month

Gain

-2.02%

Profit

-$4.55M

Win %

74%

This Year

Compared to last year

Gain

3.01%

Profit

$7.3M

Win %

73%

Gainers
Losers

USB U.S. Bancorp

+1.8%

+$4,762.03

T AT&T Inc.

+1.33%

+$2,496.43

ABBV AbbVie Inc.

+0.97%

+$7,220.16

JPM JPMorgan Chase & Co.

+0.94%

+$2,083.28

WEC WEC Energy Group Inc.

+0.66%

+$3,618.75

MCD McDonald's Corporation

+0.38%

+$1,028.27

VBR VANGUARD SMALL-CAP VALUE ETF

+0.3%

+$33,943.05

VOE Vanguard Mid-Cap Value ETF

+0.27%

+$3,280.2

NEE NextEra Energy, Inc.

+0.15%

+$313.62

VYM Vanguard High Dividend Yield ETF

+0.14%

+$324.53

PLW Invesco Exchange-Traded Fund Trust II - Invesco 1-30 Laddered Treasury ETF

+0.11%

+$14,484.39

COST Costco Wholesale Corporation

+0.06%

+$159.04

TXN Texas Instruments Inc

+0.05%

+$322.56

FIS Fidelity National Information Services, Inc.

+0.04%

+$314.2

AMZN Amazon.com Inc

-2.56%

-$11,764.31

PPSI Pioneer Power Solutions Inc.

-1.68%

-$9,625

MSFT Microsoft Corp.

-1.58%

-$10,571.58

ABT Abbott Laboratories

-1.53%

-$3,871.62

AVGO Broadcom Inc.

-1.43%

-$7,869.18

ORCL Oracle Corporation

-1.43%

-$26,478.84

AAPL Apple Inc.

-1.09%

-$31,127.51

PHM PulteGroup Inc.

-1.03%

-$2,560

TSLA Tesla, Inc.

-1.02%

-$5,157.49

LLY Eli Lilly and Company

-0.99%

-$2,544.12

ONEQ Fidelity Nasdaq Composite Index Fund

-0.78%

-$2,169.55

PEP PepsiCo, Inc.

-0.73%

-$4,554.9

VONG Vanguard Russell 1000 Growth Fund

-0.7%

-$26,541.96

FELG Fidelity Enhanced Large Cap Growth ETF

-0.65%

-$187,824.56

IXUS iShares Core International Stock ETF

-0.54%

-$109,614.44

DFAE Dimensional Emerging Core Equity Market ETF

-0.54%

-$63,039.72

GOOG Alphabet Inc

-0.52%

-$1,499.75

NVDA NVIDIA Corporation

-0.37%

-$8,600.92

MBB iShares MBS ETF

-0.36%

-$45,734.42

SPY SPDR S&P 500 ETF Trust

-0.34%

-$2,009.43

VOO Vanguard S&P 500 ETF

-0.33%

-$79,402.84

FVAL Fidelity Value Factor ETF

-0.31%

-$3,962.39

VTI VANGUARD TOTAL STOCK MKT ETF

-0.28%

-$1,163.82

FBND Fidelity Total Bond ETF

-0.25%

-$12,802.72

DFAI Dimensional International Core Equity Market ETF

-0.23%

-$54,560.4

MUB iShares National Muni Bond ETF

-0.21%

-$1,600.8

BRK-B Berkshire Hathaway Inc.

-0.21%

-$1,878.24

SMTH ALPS Smith Core Plus Bond ETF

-0.19%

-$9,726

DFAU Dimensional US Core Equity Market ETF

-0.17%

-$54,946.12

VO Vanguard Mid-Cap ETF

-0.08%

-$5,036.15

VIG Vanguard Dividend Appreciation ETF

-0.05%

-$137.06

MRK Merck & Co., Inc.

-0.02%

-$41.66

Events

Dividends

Dividend Analysis

No Data

Trades 306	Longs Won 216/306 70%	Profit Factor 43.45
Profitability	Shorts Won 0/0 0%	Standard Deviation $995,226.57
Average Win $259,752.85	Best Trade (Jun 10) $10.21M	Sharpe Ratio -14.16
Average Loss -$14,346.96	Worst Trade (Jun 10) -$686,907.97	Z-Score 7.51 (100%)
Commissions $0	Avg. Trade Length 12m 1d	Expectancy $179,135.25

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%	0.02%
Consecutive Losing Trades	15,385	13,846	12,308	10,769	9,231	7,692	6,154	4,615	3,077	1,538