Jonathan Chatfield Portfolio
Invests via LM Advisors LLC | Managed by Jonathan Lesley Chatfield, Leonardo Simpser, Luis Maizel, Yoel Bank
Invests via LM Advisors LLC
Managed by Jonathan Lesley Chatfield, Leonardo Simpser, Luis Maizel, Yoel Bank
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Jonathan Chatfield Profile
Veteran investor and operator focused on growth-stage technology and financial services companies. Jonathan Chatfield has led strategic investing, board advisory and corporate development initiatives across venture and private equity-backed businesses, bringing experience in deal sourcing, portfolio value creation and exit execution. Background spans operating leadership, capital markets engagement and cross-border transactions; frequently serves on boards and advises founders on scaling, governance and M&A. Market-oriented profile for institutional allocators and corporate partners.
Veteran investor and operator focused on growth-stage technology and financial services companies. Jonathan Chatfield has led strategic investing, board advisory and corporate development initiatives across venture and private equity-backed businesses, bringing experience in deal sourcing, portfolio value creation and exit execution. Background spans operating leadership, capital markets engagement and cross-border transactions; frequently serves on boards and advises founders on scaling, governance and M&A. Market-oriented profile for institutional allocators and corporate partners.
Investment Philosophy & Strategy
Adopts a growth-stage, operationally driven investment approach emphasizing tech-enabled financial services and adjacent enterprise software. Prioritizes companies with clear unit-economics upside, founder-market fit, and scalable go-to-market models; blends strategic capital with hands-on board-level value creation to accelerate revenue scaling, governance readiness and exit optionality. Uses cross-border deal experience to identify arbitrage and partnership opportunities, prefers concentrated, time-to-value stakes, and applies disciplined risk controls via staged capital deployment, milestone-based covenants and active portfolio oversight.
Adopts a growth-stage, operationally driven investment approach emphasizing tech-enabled financial services and adjacent enterprise software. Prioritizes companies with clear unit-economics upside, founder-market fit, and scalable go-to-market models; blends strategic capital with hands-on board-level value creation to accelerate revenue scaling, governance readiness and exit optionality. Uses cross-border deal experience to identify arbitrage and partnership opportunities, prefers concentrated, time-to-value stakes, and applies disciplined risk controls via staged capital deployment, milestone-based covenants and active portfolio 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:
55.84%
Gain -1.33%
Monthly
1.39%
Yearly
18.09%
Drawdown
17.62%
$1.07B
Equity
Holdings
$1.07B
Investment
$1.02B
$207.33M
Profit -$35.56M
Realized
$154.27M
Unrealized
$53.06M
Dividends
$15.85M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.33%
Profit
-$35.56M
Win %
74%
This Week
Compared To Last Week
Gain
-3.05%
Profit
-$33.7M
Win %
74%
This Month
Compared to last month
Gain
-3.22%
Profit
-$35.56M
Win %
74%
This Year
Compared to last year
Gain
2.4%
Profit
$24.95M
Win %
70%
IREN IREN Limited
+9.86%
+$58,458.96 
SPCX Space Exploration Technologies Corp. Class A
+9.65%
+$44,855.68 
SOXL Direxion Daily Semiconductor Bull 3X Shares
+6.89%
+$89,310 
ORCL Oracle Corporation
+5.36%
+$122,467.8 
GLW Corning Incorporated
+5.18%
+$9,702 
MU Micron Technology, Inc.
+4.92%
+$42,385.03 
KLAC KLA Corporation
+3.88%
+$22,196.34 
INTC Intel Corporation
+3.32%
+$9,603.36 
NVDA NVIDIA Corporation
+3.03%
+$246,610.83 
CSCO Cisco Systems, Inc.
+2.87%
+$11,595.45 
GEV GE Vernova Inc.
+2.77%
+$17,148.24 
BSTZ BlackRock Science and Technology Term Trust
+2.6%
+$29,320.98 
QTUM Defiance Quantum ETF
+2.52%
+$6,333.25 
HLT Hilton Worldwide Holdings Inc.
+2.5%
+$6,264.52 
WMT Walmart Inc.
+2.43%
+$130,383 
SOXX iShares Semiconductor ETF
+2.32%
+$17,696.65 
ELV Elevance Health, Inc.
+2.25%
+$7,033.54 
MRVL Marvell Technology, Inc.
+2.25%
+$16,842.88 
TQQQ ProShares UltraPro QQQ
+2.11%
+$306,263.28 
SMH VanEck Semiconductor ETF
+2.08%
+$20,134.82 
VPL Vanguard FTSE Pacific ETF
+1.98%
+$5,342.4 
MRK Merck & Co., Inc.
+1.92%
+$35,000 
WELL Welltower Inc.
+1.89%
+$3,842.52 
AMD Advanced Micro Devices, Inc.
+1.81%
+$35,300.92 
BNY BlackRock New York Municipal Income Trust
+1.63%
+$9,124.53 
EEM iShares MSCI Emerging Markets ETF
+1.57%
+$6,277.85 
EWJ iShares MSCI Japan ETF
+1.57%
+$48,688.44 
STT State Street Corp
+1.54%
+$6,753.93 
SCHW Charles Schwab Corporation
+1.52%
+$5,379.2 
LMT Lockheed Martin Corporation
+1.5%
+$14,293.12 
XLK State Street Technology Select Sector SPDR ETF
+1.49%
+$3,902.94 
CAT Caterpillar Inc.
+1.45%
+$4,463.94 
BBJP JPMorgan BetaBuilders Japan Fund
+1.43%
+$5,820.84 
IEMG iShares Core MSCI Emerging Markets ETF
+1.41%
+$80,802.91 
C Citigroup Inc.
+1.33%
+$35,028.93 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+1.32%
+$58,431.83 
BAC Bank of America Corporation
+1.27%
+$44,822.97 
MS Morgan Stanley
+1.2%
+$15,728.36 
VGT Vanguard Information Technology ETF
+1.19%
+$24,417.25 
VOT Vanguard Mid-Cap Growth ETF
+1.16%
+$4,070.97 
O Realty Income Corporation
+1.13%
+$11,118.1 
TGT Target Corporation
+1.12%
+$5,983.32 
COP ConocoPhillips
+1.1%
+$3,670.8 
ABT Abbott Laboratories
+1.08%
+$2,775.08 
KBWB Invesco KBW Bank ETF
+1.08%
+$4,240 
BLK BlackRock, Inc.
+1.05%
+$9,656.05 
GLD SPDR Gold Shares
+0.99%
+$84,122.7 
IAU iShares Gold Trust
+0.97%
+$40,361.6 
VNQ Vanguard Real Estate ETF
+0.96%
+$2,221.77 
AXP American Express Company
+0.96%
+$7,923.18 
GDX VanEck Gold Miners ETF
+0.93%
+$3,295.32 
PLD Prologis Inc.
+0.88%
+$2,195.55 
JPM JPMorgan Chase & Co.
+0.87%
+$43,702.39 
UNH UnitedHealth Group Incorporated
+0.84%
+$12,998.2 
IGM iShares Expanded Tech Sector ETF
+0.84%
+$4,080 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.84%
+$2,089.25 
PANW Palo Alto Networks, Inc.
+0.84%
+$70,206.13 
XBI SPDR S&P Biotech ETF
+0.83%
+$8,764.75 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.81%
+$1,769.46 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.78%
+$3,040 
ACP abrdn Income Credit Strategies Fund
+0.78%
+$3,413.44 
UPRO ProShares UltraPro S&P500
+0.78%
+$30,818.62 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+0.77%
+$68,264.7 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$501,059.05 
IWF iShares Russell 1000 Growth ETF
+0.66%
+$10,368.08 
VXF Vanguard Extended Market ETF
+0.66%
+$4,782.24 
ASML ASML Holding N.V. New York Registry Shares
+0.59%
+$10,208.85 
IWM iShares Russell 2000 ETF
+0.57%
+$4,124.58 
MCD McDonald's Corporation
+0.56%
+$2,517.22 
COST Costco Wholesale Corporation
+0.56%
+$27,630.79 
PSX Phillips 66
+0.54%
+$2,125.24 
EFSC Enterprise Financial Services Corp.
+0.53%
+$3,791.2 
IBB iShares Biotechnology ETF
+0.49%
+$6,491.45 
PNC The PNC Financial Services Group, Inc.
+0.48%
+$1,060.26 
VWO Vanguard FTSE Emerging Markets ETF
+0.48%
+$19,390.27 
XLU Utilities Select Sector SPDR Fund
+0.48%
+$7,373.52 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.47%
+$6,157 
BSX Boston Scientific Corporation
+0.45%
+$1,560.55 
LLY Eli Lilly and Company
+0.43%
+$29,713.63 
IJR iShares Core S&P Small-Cap ETF
+0.42%
+$1,232.91 
RECS Columbia Research Enhanced Core ETF
+0.42%
+$11,025.82 
VTV Vanguard Value ETF
+0.42%
+$15,590.67 
JNJ Johnson & Johnson
+0.41%
+$9,563.41 
IEFA iShares Core MSCI EAFE ETF
+0.38%
+$19,388.74 
MDY SPDR S&P MidCap 400 ETF Trust
+0.38%
+$10,338.29 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$2,741.95 
SPGI S&P Global Inc.
+0.34%
+$2,024.76 
PYPL PayPal Holdings Inc
+0.34%
+$1,078.2 
URTH iShares MSCI World ETF
+0.33%
+$1,204.74 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.33%
+$1,280.39 
VUG Vanguard Growth ETF
+0.32%
+$870.24 
IWV ISHARES RUSSELL 3000 ETF
+0.31%
+$26,294.05 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$39,970.48 
VHT Vanguard Health Care ETF
+0.31%
+$29,974.28 
GS The Goldman Sachs Group, Inc.
+0.27%
+$11,731.87 
KO The Coca-Cola Company
+0.27%
+$2,409.71 
XLV Health Care Select Sector SPDR Fund
+0.26%
+$9,610.62 
IVV iShares Core S&P 500 ETF
+0.25%
+$5,305.77 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$627,590.29 
YSEP FT Vident International Equity Fund
+0.25%
+$13,973.19 
VOO Vanguard S&P 500 ETF
+0.25%
+$168,801.68 
QCOM QUALCOMM Incorporated
+0.24%
+$4,890.42 
DASH DoorDash, Inc.
+0.23%
+$743.33 
VIG Vanguard Dividend Appreciation ETF
+0.22%
+$55,313.5 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.21%
+$2,339.96 
XLF Financial Select Sector SPDR Fund
+0.21%
+$8,374.92 
NDMO Nuveen Dynamic Municipal Opportunities Fund
+0.2%
+$868.86 
FJUL FT Vest US Equity Buffer ETF
+0.2%
+$1,440 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
+0.19%
+$2,043.26 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.19%
+$13,949.23 
DGRO iShares Core Dividend Growth ETF
+0.19%
+$702.6 
IHI iShares U.S. Medical Devices ETF
+0.18%
+$5,519.7 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.18%
+$1,462.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.18%
+$24,011.13 
XJUN FT Vest U.S. Equity Enhanced Fund
+0.17%
+$6,904.82 
GMAR FT Vest US Equity Moderate B Fund
+0.16%
+$605.4 
XLE Energy Select Sector SPDR Fund
+0.16%
+$2,351.7 
EPD Enterprise Products Partners L.P.
+0.16%
+$381.3 
MUST Columbia Multi-Sector Municipal Income ETF
+0.15%
+$1,496.34 
ETN Eaton Corporation plc
+0.15%
+$1,668.25 
FFEB FT Vest US Equity Buffer ETF
+0.15%
+$7,933.39 
GJUN FT Vest US Equity Moderate Fund
+0.14%
+$1,877.4 
GSEP FT Vest US Equity Moderate B Fund
+0.14%
+$366.24 
YMAR FT VT International Equity Market Fund - Class B
+0.13%
+$2,128.53 
IIGD Invesco Investment Grade Defensive ETF
+0.12%
+$924.42 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.12%
+$517.27 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$914.49 
XMAR FT Vest US Equity Enhanced Fund
+0.12%
+$769 
CEG Constellation Energy Corporation
+0.12%
+$2,050.56 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$460.46 
FJUN FT Vest US Equity Buffer ETF - June
+0.11%
+$2,790.49 
GJAN FT Vest US Equity Moderate Fund B
+0.1%
+$2,914.28 
HWM Howmet Aerospace Inc.
+0.1%
+$312.91 
FMAR FT Vest U.S. Equity Buffer ETF
+0.1%
+$696.85 
JMUB JPMorgan Municipal Bond ETF
+0.1%
+$388.4 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.1%
+$40,218.54 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.1%
+$506 
NAC Nuveen California Quality Municipal Income Fund
+0.08%
+$3,347.29 
IXJ iShares Global Healthcare ETF
+0.07%
+$262.36 
NEE NextEra Energy, Inc.
+0.05%
+$623.56 
CMF iShares California Muni Bond ETF
+0.04%
+$337.44 
LTH Life Time Group Holdings Inc.
+0.02%
+$340 
CLOI VanEck CLO ETF
+0.02%
+$170.65 
SHV iShares Short Treasury Bond ETF
+0.02%
+$281 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
0%
$0 TDEC
TDEC
-99.94%
-$952.75M G364
G3643J108
-97.8%
-$9.78M 
MELI MercadoLibre, Inc.
-5.76%
-$36,417.46 
APP AppLovin Corporation Class A Common Stock
-4.68%
-$17,098.31 
UBER Uber Technologies, Inc.
-4.05%
-$11,991.78 
LULU lululemon athletica inc.
-3.77%
-$21,652.32 
RSI Rush Street Interactive Inc.
-3.46%
-$11,310 
META Meta Platforms Inc Class A
-3.38%
-$318,543.36 
HD The Home Depot, Inc.
-3.12%
-$31,879.31 
GM General Motors Company
-2.9%
-$14,151.76 
ABNB Airbnb, Inc.
-2.64%
-$17,434.56 
MCK McKesson Corporation
-2.56%
-$12,464.65 
MSFT Microsoft Corp.
-2.26%
-$462,927.02 
PLTR Palantir Technologies Inc.
-2.23%
-$166,834.2 
CRM Salesforce Inc
-2.1%
-$70,969.15 
BABA Alibaba Group Holding Limited SP ADR
-2.06%
-$6,432.98 
NOW ServiceNow, Inc.
-2.04%
-$32,718.4 
NKE Nike, Inc. - Class B
-1.96%
-$12,115.17 
ADBE Adobe Inc.
-1.88%
-$21,580.92 
AMZN Amazon.com Inc
-1.83%
-$1.21M 
RDDT Reddit Inc Class A
-1.75%
-$5,507.4 
NVO Novo Nordisk A/S Sponsored ADR
-1.65%
-$3,630.9 
TXN Texas Instruments Inc
-1.65%
-$3,766.49 
TSLA Tesla, Inc.
-1.59%
-$55,300.1 
SHOP Shopify Inc.
-1.44%
-$27,321.8 
BRK-A Berkshire Hathaway Inc.
-1.34%
-$93,270.42 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$337,715.88 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-1.22%
-$5,759 
PFE Pfizer Inc.
-1.17%
-$9,476.08 
IBM International Business Machines Corporation
-1.02%
-$3,359.88 
V Visa Inc. Class A
-0.94%
-$27,223.88 
BA Boeing Company
-0.87%
-$4,067.78 
AAPL Apple Inc.
-0.87%
-$268,221.1 
IGV iShares Expanded Tech-Software Sector ETF
-0.81%
-$8,698.2 
PG Procter & Gamble Co
-0.78%
-$2,543.65 
NFLX Netflix, Inc.
-0.78%
-$11,160.36 
GE General Electric Company
-0.74%
-$4,171.45 
GBDC Golub Capital BDC, Inc.
-0.68%
-$5,040 
VZ Verizon Communications Inc.
-0.61%
-$6,934.77 
MSDL Morgan Stanley Direct Lending Corp.
-0.59%
-$7,570.08 
SNOW Snowflake Inc.
-0.56%
-$2,820 
ORLY O'Reilly Automotive Inc.
-0.56%
-$1,559.99 
ABBV AbbVie Inc.
-0.53%
-$1,582.71 
BX Blackstone Inc.
-0.52%
-$11,817.24 
RTX RTX Corporation
-0.49%
-$4,841.14 
ESS Essex Property Trust, Inc.
-0.42%
-$6,953.11 
DIVD Altrius Global Dividend ETF
-0.38%
-$9,694 
TMO Thermo Fisher Scientific Inc.
-0.33%
-$2,903.41 
MA Mastercard Incorporated
-0.3%
-$5,224.05 
EPI WisdomTree India Earnings Fund
-0.3%
-$709.02 
DIS The Walt Disney Company
-0.3%
-$4,098.51 
WFC-PL Wells Fargo & Company
-0.26%
-$10,339.42 
SOFI SoFi Technologies, Inc.
-0.22%
-$4,058.36 
GOOG Alphabet Inc
-0.18%
-$85,223.88 
MHD BlackRock MuniHoldings Fund Inc.
-0.17%
-$3,089.12 
MOAT VanEck Morningstar Wide Moat Fund
-0.14%
-$454.73 
ETHA iShares Ethereum Trust
-0.14%
-$394.56 
IBIT iShares Bitcoin Trust
-0.14%
-$4,764.25 
UDOW ProShares UltraPro Dow30
-0.13%
-$3,875.62 
ARE Alexandria Real Estate Equities, Inc.
-0.12%
-$524.27 
RSPG Invesco S&P 500 Equal Weight Energy ETF
-0.12%
-$398.58 
ITA iShares U.S. Aerospace & Defense ETF
-0.11%
-$1,107.92 
SDY SPDR S&P Dividend ETF
-0.1%
-$314.25 
OBDC Blue Owl Capital Corporation
-0.09%
-$1,742.17 
NAD Nuveen Quality Municipal Income Fund
-0.09%
-$3,008.45 
PSUS Pershing Square USA Ltd.
-0.08%
-$1,918.5 
GOOGL Alphabet Inc
-0.08%
-$12,174.86 
IWD iShares Russell 1000 Value ETF
-0.06%
-$441.18 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.06%
-$1,726.02 
CRWD CrowdStrike Holdings, Inc.
-0.05%
-$826.49 
VGK Vanguard FTSE Europe ETF
-0.05%
-$426.7 
BXSL Blackstone Secured Lending Fund
-0.04%
-$272.16 
CVX Chevron Corporation
-0.03%
-$221.58 
XOM Exxon Mobil Corporation
-0.03%
-$353.3 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.02%
-$5,482.84 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$111.55 
AVGO Broadcom Inc.
-0.01%
-$598.96 Events
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Dividends
Dividend Analysis
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| Trades 2387 | Longs Won 1650/2387 69% | Profit Factor 2.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.36M |
| Average Win $190,802.8 | Best Trade (Sep 30) $24.75M | Sharpe Ratio -9.44 |
| Average Loss -$145,854.13 | Worst Trade (Jun 30) -$42.39M | Z-Score 2.95 (99.69%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $86,858.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,353 | 6,618 | 5,882 | 5,147 | 4,412 | 3,676 | 2,941 | 2,206 | 1,471 | 735 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 100,835 | $26.93M | $30.48M | - | $3.55M | 13.17% | -0.872% |
| ABBV AbbVie Inc. | 1,190 | $300,000 | $296,024.39 | - | -$3,975.61 | -1.33% | -0.532% |
| ABNB Airbnb, Inc. | 3,569 | $505,652.67 | $642,759.06 | - | $137,106.39 | 27.11% | -2.641% |
| ABT Abbott Laboratories | 2,332 | $222,059.8 | $258,642.12 | - | $36,582.32 | 16.47% | +1.085% |
| ACP abrdn Income Credit Strategies Fund | 85,336 | $444,639.26 | $439,480.4 | - | -$5,158.86 | -1.16% | +0.783% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 25,300 | $526,000 | $524,216 | - | -$1,784 | -0.34% | +0.097% |
| ADBE Adobe Inc. | 4,351 | $1.08M | $1.13M | - | $48,899.73 | 4.54% | -1.881% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,186 | $415,511.2 | $407,841.98 | - | -$7,669.22 | -1.85% | +0.113% |
| AMD Advanced Micro Devices, Inc. | 4,100 | $1.39M | $1.98M | - | $590,289.95 | 42.48% | +1.815% |
| AMZN Amazon.com Inc | 243,364 | $55.11M | $65.05M | - | $9.94M | 18.04% | -1.833% |
| APP AppLovin Corporation Class A Common Stock | 1,146 | $772,197.72 | $348,108.96 | - | -$424,088.76 | -54.92% | -4.682% |
| ARE Alexandria Real Estate Equities, Inc. | 8,738 | $473,994.3 | $419,948.29 | - | -$54,046.01 | -11.4% | -0.125% |
| ASML ASML Holding N.V. New York Registry Shares | 955 | $936,547.2 | $1.73M | - | $792,069.55 | 84.57% | +0.594% |
| AVGO Broadcom Inc. | 19,974 | $7.03M | $8.31M | - | $1.28M | 18.19% | -0.007% |
| AXP American Express Company | 2,423 | $710,211.33 | $833,705.81 | - | $123,494.48 | 17.39% | +0.959% |
| BA Boeing Company | 1,994 | $415,393.95 | $461,012.8 | - | $45,618.85 | 10.98% | -0.875% |
| BABA Alibaba Group Holding Limited SP ADR | 2,446 | $259,583.62 | $306,288.12 | - | $46,704.5 | 17.99% | -2.057% |
| BAC Bank of America Corporation | 55,337 | $3.12M | $3.59M | - | $463,068.5 | 14.83% | +1.266% |
| BBJP JPMorgan BetaBuilders Japan Fund | 5,244 | $388,246.2 | $413,489.4 | - | $25,243.2 | 6.5% | +1.428% |
| BLK BlackRock, Inc. | 800 | $830,595.1 | $928,728.02 | - | $98,132.92 | 11.81% | +1.051% |
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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 Chatfield?
The largest contributions to the portfolio's profits come from the following stocks: Tesla, Inc - $27.77M, Apple Inc - $19.21M, Amazon.com Inc - $18.42M, Alphabet Inc - $18.16M, and SPDR S&P 500 ETF Trust - $17.05M. 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: Berkshire Hathaway Inc - $53.79M, Direxion Daily Semiconductor Bull 3X Shares - $798,892.83, UnitedHealth Group Incorporated - $460,124.1, SBA Communications Corporation - $350,132.32, and Target Corporation - $328,038.89. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jonathan Chatfield's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.85M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $1.51M, Vanguard S&P 500 ETF - $1.37M, Invesco Russell 1000 Dynamic Multifactor ETF - $741,779.51, Vanguard Dividend Appreciation ETF - $681,335.29, and Nuveen Quality Municipal Income Fund - $574,531.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jonathan Chatfield's monthly returns?
Jonathan Chatfield'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 Chatfield's strategy be considered aggressive or moderate?
Jonathan Chatfield'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 Chatfield's strategy?
Jonathan Chatfield's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
