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
Automatically Tracked
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:
39.5%
Gain
Monthly
1.1%
Yearly
14%
Drawdown
18.52%
$5.56B
Equity
Holdings
$5.56B
Investment
$5.66B
$95.91M
Profit +$3.19M
Realized
$187.42M
Unrealized
-$91.51M
Dividends
$15.62M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$3.19M
Win %
78%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$46.46M
Win %
78%
This Month
Compared to last month
Gain
-1.88%
Profit
-$106.52M
Win %
78%
This Year
Compared to last year
Gain
2.76%
Profit
$149.21M
Win %
72%
ABT Abbott Laboratories
+10.71%
+$2,303.96 
MCK McKesson Corporation
+5.47%
+$20,415.57 
IHI iShares U.S. Medical Devices ETF
+4.15%
+$6,398.37 
ADBE Adobe Inc.
+3.96%
+$11,098.3 
MRK Merck & Co., Inc.
+3.87%
+$8,255.06 
BSX Boston Scientific Corporation
+3.75%
+$439.28 
PLD Prologis Inc.
+3.67%
+$1,241.36 
CRM Salesforce Inc
+3.56%
+$20,027.7 
ORLY O'Reilly Automotive Inc.
+3.56%
+$814.8 
EFSC Enterprise Financial Services Corp.
+3.54%
+$1,374.29 
PYPL PayPal Holdings Inc
+3.28%
+$485.94 
NKE Nike, Inc. - Class B
+3.15%
+$334.9 
O Realty Income Corporation
+3.11%
+$1,241.88 
UNH UnitedHealth Group Incorporated
+3.07%
+$13,621 
IBM International Business Machines Corporation
+3.04%
+$3,640.89 
KO The Coca-Cola Company
+2.82%
+$2,139 
VZ Verizon Communications Inc.
+2.8%
+$1,455.72 
TXRH Texas Roadhouse Inc.
+2.73%
+$2,999.82 
COST Costco Wholesale Corporation
+2.6%
+$127,270.56 
WMT Walmart Inc.
+2.56%
+$16,424.64 
CHKP Check Point Software Technologies Ltd.
+2.56%
+$724.39 
SHOP Shopify Inc.
+2.52%
+$3,903.12 
PSX Phillips 66
+2.43%
+$1,512.09 
RPRX Royalty Pharma plc
+2.36%
+$1,208.97 
MCD McDonald's Corporation
+2.32%
+$3,112.98 
MA Mastercard Incorporated
+2.28%
+$22,441.79 
XLV Health Care Select Sector SPDR Fund
+2.19%
+$12,303.76 
ARE Alexandria Real Estate Equities, Inc.
+2.14%
+$722.8 
SPGI S&P Global Inc.
+2.07%
+$5,636.52 
TGT Target Corporation
+1.98%
+$1,181.52 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.93%
+$2,846.16 
DIS The Walt Disney Company
+1.88%
+$2,196 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
+1.87%
+$567 
LTH Life Time Group Holdings Inc.
+1.79%
+$687 
MSFT Microsoft Corp.
+1.78%
+$98,721.29 
V Visa Inc. Class A
+1.77%
+$15,384.2 
PG Procter & Gamble Co
+1.77%
+$854.12 
SDY SPDR S&P Dividend ETF
+1.75%
+$810.52 
IXJ iShares Global Healthcare ETF
+1.73%
+$594.95 
VHT Vanguard Health Care ETF
+1.73%
+$43,861.1 
VNQ Vanguard Real Estate ETF
+1.7%
+$378.48 
BXSL Blackstone Secured Lending Fund
+1.64%
+$226 
AAPL Apple Inc.
+1.49%
+$127,124 
ESS Essex Property Trust, Inc.
+1.48%
+$6,222.21 
HD The Home Depot, Inc.
+1.46%
+$4,640 
UBER Uber Technologies, Inc.
+1.38%
+$271 
LLY Eli Lilly and Company
+1.35%
+$73,523.64 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$113,936.93 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.22%
+$1,828.05 
CVX Chevron Corporation
+1.18%
+$2,193 
EPD Enterprise Products Partners L.P.
+1.17%
+$105.6 
JNJ Johnson & Johnson
+1.14%
+$6,196.05 
DIVD Altrius Global Dividend ETF
+1.1%
+$1,017.24 
PFE Pfizer Inc.
+1.09%
+$216.27 
MOAT VanEck Morningstar Wide Moat Fund
+1.05%
+$295.48 
FISV Fiserv, Inc.
+0.95%
+$107.52 
DGRO iShares Core Dividend Growth ETF
+0.95%
+$238.56 
XOM Exxon Mobil Corporation
+0.85%
+$1,724.46 
XLE Energy Select Sector SPDR Fund
+0.84%
+$197.12 
COP ConocoPhillips
+0.77%
+$302.72 
IWD iShares Russell 1000 Value ETF
+0.76%
+$1,186.92 
ESLT Elbit Systems Ltd.
+0.74%
+$1,151.16 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+0.68%
+$233.52 
IJR iShares Core S&P Small-Cap ETF
+0.67%
+$238.14 
SNOW Snowflake Inc.
+0.66%
+$545.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.61%
+$16,081 
WFC-PL Wells Fargo & Company
+0.55%
+$25,721.28 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$25,765.46 
BABA Alibaba Group Holding Limited SP ADR
+0.37%
+$121.44 
TMO Thermo Fisher Scientific Inc.
+0.34%
+$1,317.67 
AXP American Express Company
+0.34%
+$884.55 
OBDC Blue Owl Capital Corporation
+0.32%
+$71.19 
LMT Lockheed Martin Corporation
+0.3%
+$1,806.92 
VTV Vanguard Value ETF
+0.29%
+$2,064.41 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.26%
+$1,572.84 
GOOG Alphabet Inc
+0.25%
+$36,326.73 
MDY SPDR S&P MidCap 400 ETF Trust
+0.24%
+$3,983.59 
NFLX Netflix, Inc.
+0.24%
+$343.18 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.23%
+$5,716 
IJH iShares Core S&P Mid-Cap ETF
+0.21%
+$102.08 
GOOGL Alphabet Inc
+0.21%
+$10,884.12 
MELI MercadoLibre, Inc.
+0.21%
+$1,582.6 
AMZN Amazon.com Inc
+0.2%
+$27,346.2 
GBDC Golub Capital BDC, Inc.
+0.2%
+$19.68 
BX Blackstone Inc.
+0.18%
+$524.28 
MSDL Morgan Stanley Direct Lending Corp.
+0.1%
+$15.78 
ACP abrdn Income Credit Strategies Fund
+0.06%
+$1.35 
BRK-A Berkshire Hathaway Inc.
+0.06%
+$3.06M 
BAC Bank of America Corporation
+0.03%
+$49.62 
FJUL FT Vest US Equity Buffer ETF
+0.03%
+$9.69 
XMAR FT Vest US Equity Enhanced Fund
+0.02%
+$6.15 
SHV iShares Short Treasury Bond ETF
+0.01%
+$7 
G3643J108
0%
$0 
TDEC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-16.18%
-$9,939.09 
IREN IREN Limited
-9.81%
-$1,753.07 
MRVL Marvell Technology, Inc.
-9.57%
-$7,108.13 
AMD Advanced Micro Devices, Inc.
-7.03%
-$82,658.4 
GE General Electric Company
-6.08%
-$10,061.28 
SOXX iShares Semiconductor ETF
-5.22%
-$18,859.48 
GS The Goldman Sachs Group, Inc.
-5.13%
-$213,892.47 
ORCL Oracle Corporation
-5.01%
-$14,266.82 
MS Morgan Stanley
-5.01%
-$11,530.15 
TQQQ ProShares UltraPro QQQ
-4.74%
-$4,426.62 
AVGO Broadcom Inc.
-4.61%
-$93,066.74 
ETN Eaton Corporation plc
-4.45%
-$17,074.8 
CAT Caterpillar Inc.
-4.34%
-$10,250.34 
SMH VanEck Semiconductor ETF
-4.32%
-$16,364.58 
QCOM QUALCOMM Incorporated
-4.11%
-$11,733.96 
BSTZ BlackRock Science and Technology Term Trust
-3.9%
-$973.83 
GDX VanEck Gold Miners ETF
-3.72%
-$989.04 
HWM Howmet Aerospace Inc.
-3.65%
-$2,527.12 
GEV GE Vernova Inc.
-3.47%
-$21,293.65 
AMAT Applied Materials, Inc.
-3.19%
-$6,859.79 
NVDA NVIDIA Corporation
-3.09%
-$42,338.24 
ITA iShares U.S. Aerospace & Defense ETF
-2.92%
-$5,979.73 
ELV Elevance Health, Inc.
-2.9%
-$2,673.88 
APP AppLovin Corporation Class A Common Stock
-2.87%
-$18,287.7 
ETHA iShares Ethereum Trust
-2.86%
-$129.48 
SOFI SoFi Technologies, Inc.
-2.79%
-$826.68 
XBI SPDR S&P Biotech ETF
-2.65%
-$3,953.7 
IGM iShares Expanded Tech Sector ETF
-2.33%
-$1,318.98 
KLAC KLA Corporation
-2.3%
-$21,672 
VGT Vanguard Information Technology ETF
-2.25%
-$31,269 
EEM iShares MSCI Emerging Markets ETF
-2.24%
-$496.86 
VPL Vanguard FTSE Pacific ETF
-2.18%
-$567.36 
C Citigroup Inc.
-2.14%
-$6,292.16 
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$7,735.15 
BNY BlackRock New York Municipal Income Trust
-2.05%
-$1,381.95 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-2.02%
-$3,454.15 
GLD SPDR Gold Shares
-1.94%
-$38,948.42 
META Meta Platforms Inc Class A
-1.92%
-$122,803.18 
IAU iShares Gold Trust
-1.89%
-$6,527.52 
TSLA Tesla, Inc.
-1.86%
-$26,121.9 
IWF iShares Russell 1000 Growth ETF
-1.71%
-$10,600.64 
EWJ iShares MSCI Japan ETF
-1.68%
-$4,135.95 
BBJP JPMorgan BetaBuilders Japan Fund
-1.67%
-$453.6 
STT State Street Corp
-1.59%
-$876.16 
VOT Vanguard Mid-Cap Growth ETF
-1.58%
-$1,400.08 
CRWD CrowdStrike Holdings, Inc.
-1.58%
-$11,327.4 
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$519,040.96 
HLT Hilton Worldwide Holdings Inc.
-1.57%
-$1,246.3 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.46%
-$4,611 
RTX RTX Corporation
-1.45%
-$2,388.45 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-1.4%
-$2,783.93 
IBIT iShares Bitcoin Trust
-1.39%
-$1,758.99 
DASH DoorDash, Inc.
-1.38%
-$591.35 
UPRO ProShares UltraPro S&P500
-1.35%
-$1,814.37 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$2,763.3 
GM General Motors Company
-1.22%
-$341.05 
DJP iPath Bloomberg Commodity Index Total Return ETN
-1.21%
-$217.53 
ASML ASML Holding N.V. New York Registry Shares
-1.2%
-$28,340.2 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.14%
-$831.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.13%
-$175.2 
BA Boeing Company
-1.06%
-$1,051.08 
VUG Vanguard Growth ETF
-1.04%
-$1,240.74 
JPM JPMorgan Chase & Co.
-0.85%
-$12,159.86 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$3,117.05 
BLK BlackRock, Inc.
-0.68%
-$7,291.44 
PANW Palo Alto Networks, Inc.
-0.58%
-$7,497.54 
UDOW ProShares UltraPro Dow30
-0.55%
-$260.52 
FEZ SPDR Euro Stoxx 50 ETF
-0.54%
-$109.52 
URTH iShares MSCI World ETF
-0.54%
-$305.8 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.54%
-$106.38 
MHD BlackRock MuniHoldings Fund Inc.
-0.47%
-$98.84 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.47%
-$258.96 
VOO Vanguard S&P 500 ETF
-0.47%
-$182,380.25 
VXF Vanguard Extended Market ETF
-0.47%
-$675 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$182,025.04 
IVV iShares Core S&P 500 ETF
-0.46%
-$6,210.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$18,290.12 
IWV ISHARES RUSSELL 3000 ETF
-0.43%
-$7,377.15 
NAD Nuveen Quality Municipal Income Fund
-0.42%
-$170.95 
ABNB Airbnb, Inc.
-0.4%
-$196.8 
VGK Vanguard FTSE Europe ETF
-0.39%
-$242.53 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.36%
-$9.08 
PLTR Palantir Technologies Inc.
-0.33%
-$2,827.09 
IBB iShares Biotechnology ETF
-0.31%
-$654.31 
RSI Rush Street Interactive Inc.
-0.29%
-$26.89 
EPI WisdomTree India Earnings Fund
-0.27%
-$24.95 
YSEP FT Vident International Equity Fund
-0.27%
-$395.1 
NOW ServiceNow, Inc.
-0.26%
-$300.51 
CMF iShares California Muni Bond ETF
-0.25%
-$139.06 
SCHW Charles Schwab Corporation
-0.25%
-$80.83 
FJUN FT Vest US Equity Buffer ETF - June
-0.22%
-$322.79 
KBWB Invesco KBW Bank ETF
-0.22%
-$67.32 
YMAR FT VT International Equity Market Fund - Class B
-0.21%
-$94.5 
GJUN FT Vest US Equity Moderate Fund
-0.18%
-$92.1 
FFEB FT Vest US Equity Buffer ETF
-0.17%
-$531.01 
IWM iShares Russell 2000 ETF
-0.17%
-$311.5 
NAC Nuveen California Quality Municipal Income Fund
-0.17%
-$77.04 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.16%
-$14,303.8 
IGV iShares Expanded Tech-Software Sector ETF
-0.15%
-$110.46 
MUST Columbia Multi-Sector Municipal Income ETF
-0.15%
-$30.06 
JMUB JPMorgan Municipal Bond ETF
-0.14%
-$27.16 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.13%
-$51.52 
GJAN FT Vest US Equity Moderate Fund B
-0.11%
-$129.8 
FMAR FT Vest U.S. Equity Buffer ETF
-0.1%
-$33.77 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$27.85 
GMAR FT Vest US Equity Moderate B Fund
-0.09%
-$13.76 
IIGD Invesco Investment Grade Defensive ETF
-0.08%
-$14.42 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.08%
-$36.89 
GSEP FT Vest US Equity Moderate B Fund
-0.06%
-$5.92 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.06%
-$99.67 
NDMO Nuveen Dynamic Municipal Opportunities Fund
-0.05%
-$2.23 
NEE NextEra Energy, Inc.
-0.04%
-$58.16 
XLF Financial Select Sector SPDR Fund
-0.04%
-$49.55 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$196.18 
RECS Columbia Research Enhanced Core ETF
-0.02%
-$20.57 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$6.2 Events
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Dividends
Dividend Analysis
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| Trades 2163 | Longs Won 1169/2163 54% | Profit Factor 1.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.41M |
| Average Win $234,295.66 | Best Trade (Sep 30) $24.75M | Sharpe Ratio -9.23 |
| Average Loss -$179,059.01 | Worst Trade (Jul 15) -$152.71M | Z-Score -17.36 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $44,339.79 |
| 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% | 1.13% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
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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