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:
57.22%
Gain -0.58%
Monthly
1.36%
Yearly
17.6%
Drawdown
17.62%
$1.08B
Equity
Holdings
$1.08B
Investment
$1.02B
$215.02M
Profit -$5.62M
Realized
$154.27M
Unrealized
$60.75M
Dividends
$18.11M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$5.62M
Win %
68%
This Week
Compared To Last Week
Gain
-1.36%
Profit
-$14.85M
Win %
68%
This Month
Compared to last month
Gain
0.87%
Profit
$9.25M
Win %
68%
This Year
Compared to last year
Gain
3.14%
Profit
$32.64M
Win %
65%
C Citigroup Inc.
+2.54%
+$60,574.89 
PNC The PNC Financial Services Group, Inc.
+2.53%
+$4,680.66 
RTX RTX Corporation
+2.46%
+$20,200.59 
LMT Lockheed Martin Corporation
+2.27%
+$19,315.7 
GM General Motors Company
+2.2%
+$10,053.76 
LTH Life Time Group Holdings Inc.
+2.19%
+$30,260 
JPM JPMorgan Chase & Co.
+2.19%
+$102,158.12 
GE General Electric Company
+2.04%
+$9,718.08 
HLT Hilton Worldwide Holdings Inc.
+2.03%
+$5,540.15 
EFSC Enterprise Financial Services Corp.
+1.89%
+$12,131.84 
HD The Home Depot, Inc.
+1.87%
+$16,617.63 
DIS The Walt Disney Company
+1.77%
+$25,913.16 
BLK BlackRock, Inc.
+1.7%
+$15,231.98 
KO The Coca-Cola Company
+1.67%
+$16,134.58 
COP ConocoPhillips
+1.52%
+$5,719 
BNY BlackRock New York Municipal Income Trust
+1.49%
+$7,376.56 
EPD Enterprise Products Partners L.P.
+1.46%
+$3,304.6 
ORLY O'Reilly Automotive Inc.
+1.42%
+$3,780 
PG Procter & Gamble Co
+1.4%
+$4,952.2 
KBWB Invesco KBW Bank ETF
+1.35%
+$4,680 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+1.26%
+$4,491.69 
VZ Verizon Communications Inc.
+1.24%
+$13,152.15 
AXP American Express Company
+1.23%
+$9,377.01 
JNJ Johnson & Johnson
+1.21%
+$27,607.32 
XLU Utilities Select Sector SPDR Fund
+1.19%
+$17,380.44 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.18%
+$33,945.06 
ITA iShares U.S. Aerospace & Defense ETF
+1.17%
+$9,575.94 
O Realty Income Corporation
+1.15%
+$10,165.12 
NEE NextEra Energy, Inc.
+1.11%
+$13,718.32 
MRK Merck & Co., Inc.
+1.1%
+$22,330 
XLE Energy Select Sector SPDR Fund
+1.08%
+$16,932.24 
GDX VanEck Gold Miners ETF
+1.07%
+$3,648.4 
CVX Chevron Corporation
+1.07%
+$8,641.62 
PSX Phillips 66
+1.05%
+$5,313.08 
COST Costco Wholesale Corporation
+1.05%
+$53,789.29 
DIVD Altrius Global Dividend ETF
+1.04%
+$26,292.68 
NKE Nike, Inc. - Class B
+1.04%
+$5,758.44 
NAD Nuveen Quality Municipal Income Fund
+1.02%
+$31,588.72 
VNQ Vanguard Real Estate ETF
+0.98%
+$2,142.93 
BAC Bank of America Corporation
+0.97%
+$27,668.5 
MHD BlackRock MuniHoldings Fund Inc.
+0.97%
+$15,445.6 
XLF Financial Select Sector SPDR Fund
+0.96%
+$36,989.23 
HWM Howmet Aerospace Inc.
+0.96%
+$2,265.9 
LLY Eli Lilly and Company
+0.95%
+$66,884.16 
TXN Texas Instruments Inc
+0.94%
+$2,130.3 
V Visa Inc. Class A
+0.92%
+$29,385.69 
AAPL Apple Inc.
+0.86%
+$296,959.08 
NDMO Nuveen Dynamic Municipal Opportunities Fund
+0.83%
+$3,258.22 
SDY SPDR S&P Dividend ETF
+0.83%
+$2,671.12 
BRK-B Berkshire Hathaway Inc.
+0.81%
+$223,227.06 
WELL Welltower Inc.
+0.77%
+$1,628.11 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.76%
+$7,080 
WMT Walmart Inc.
+0.76%
+$42,196.68 
VGK Vanguard FTSE Europe ETF
+0.72%
+$5,376.42 
MCK McKesson Corporation
+0.72%
+$3,895.22 
UDOW ProShares UltraPro Dow30
+0.71%
+$18,603.36 
ABBV AbbVie Inc.
+0.7%
+$2,368.11 
BRK-A Berkshire Hathaway Inc.
+0.69%
+$49,410.09 
PYPL PayPal Holdings Inc
+0.69%
+$2,129.45 
IEFA iShares Core MSCI EAFE ETF
+0.68%
+$33,675.18 
MS Morgan Stanley
+0.66%
+$7,405.2 
SPGI S&P Global Inc.
+0.64%
+$3,920.28 
DGRO iShares Core Dividend Growth ETF
+0.64%
+$2,365.42 
XOM Exxon Mobil Corporation
+0.62%
+$7,631.28 
GS The Goldman Sachs Group, Inc.
+0.61%
+$22,625.87 
VTV Vanguard Value ETF
+0.58%
+$21,395.94 
ESS Essex Property Trust, Inc.
+0.57%
+$8,998.22 
BA Boeing Company
+0.53%
+$1,994 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$1,250.12 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.49%
+$2,215 
MCD McDonald's Corporation
+0.48%
+$1,891.96 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.47%
+$990.05 
BBJP JPMorgan BetaBuilders Japan Fund
+0.45%
+$1,835.4 
ABNB Airbnb, Inc.
+0.44%
+$2,748.13 
PLD Prologis Inc.
+0.44%
+$999.6 
EWJ iShares MSCI Japan ETF
+0.39%
+$12,091.5 
PFE Pfizer Inc.
+0.39%
+$3,515.32 
MA Mastercard Incorporated
+0.39%
+$7,316.73 
ELV Elevance Health, Inc.
+0.37%
+$1,259.15 
NAC Nuveen California Quality Municipal Income Fund
+0.35%
+$11,715.51 
ACP abrdn Income Credit Strategies Fund
+0.34%
+$1,280.04 
PSUS Pershing Square USA Ltd.
+0.32%
+$7,674 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.31%
+$11,495.77 
YMAR FT VT International Equity Market Fund - Class B
+0.31%
+$4,926.34 
VIG Vanguard Dividend Appreciation ETF
+0.31%
+$74,421.5 
IWD iShares Russell 1000 Value ETF
+0.3%
+$2,249.86 
ASML ASML Holding N.V. New York Registry Shares
+0.29%
+$4,650.91 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.25%
+$55,026.63 
YSEP FT Vident International Equity Fund
+0.23%
+$12,975.1 
GEV GE Vernova Inc.
+0.22%
+$1,266.84 
TGT Target Corporation
+0.18%
+$979.72 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
+0.15%
+$327.06 
IXJ iShares Global Healthcare ETF
+0.14%
+$562.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.13%
+$517.27 
RSP Invesco S&P 500 Equal Weight ETF
+0.12%
+$15,391.75 
CAT Caterpillar Inc.
+0.11%
+$302.95 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$439.53 
IIGD Invesco Investment Grade Defensive ETF
+0.1%
+$770.35 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$762.08 
MUST Columbia Multi-Sector Municipal Income ETF
+0.08%
+$753.16 
CLOI VanEck CLO ETF
+0.05%
+$426.62 
SHV iShares Short Treasury Bond ETF
+0.04%
+$562 
GMAR FT Vest US Equity Moderate B Fund
+0.02%
+$82.48 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$111.55 
IAU iShares Gold Trust
+0.02%
+$756.78 
GLD SPDR Gold Shares
+0.01%
+$637.29 
MOAT VanEck Morningstar Wide Moat Fund
0%
+$14.21 
GJAN FT Vest US Equity Moderate Fund B
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XMAR FT Vest US Equity Enhanced Fund
0%
$0 TDEC
TDEC
0%
$0 G364
G3643J108
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-7.55%
-$127,152.48 
IREN IREN Limited
-7.54%
-$34,150.77 
SNOW Snowflake Inc.
-7.14%
-$35,872.51 
PANW Palo Alto Networks, Inc.
-6.96%
-$564,053.09 
PLTR Palantir Technologies Inc.
-6.26%
-$537,077.79 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-6.12%
-$64,008.75 
NOW ServiceNow, Inc.
-4.76%
-$88,968.88 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.41%
-$59,736 
TQQQ ProShares UltraPro QQQ
-4.4%
-$646,334 
IGV iShares Expanded Tech-Software Sector ETF
-4.28%
-$48,616.72 
INTC Intel Corporation
-3.7%
-$10,462.92 
ORCL Oracle Corporation
-3.43%
-$72,332.94 
AMD Advanced Micro Devices, Inc.
-3.27%
-$75,481 
MU Micron Technology, Inc.
-3.21%
-$29,581.35 
CRM Salesforce Inc
-3.02%
-$127,573.46 
KLAC KLA Corporation
-2.69%
-$13,409.1 
XBI SPDR S&P Biotech ETF
-2.67%
-$26,560 
ADBE Adobe Inc.
-2.58%
-$28,237.99 
MRVL Marvell Technology, Inc.
-2.52%
-$21,438.11 
AVGO Broadcom Inc.
-2.51%
-$172,375.42 
NFLX Netflix, Inc.
-2.48%
-$34,635.6 
GLW Corning Incorporated
-2.48%
-$4,033.68 
META Meta Platforms Inc Class A
-2.18%
-$252,225.28 
IBB iShares Biotechnology ETF
-2.18%
-$29,940.48 
IGM iShares Expanded Tech Sector ETF
-2.17%
-$10,725 
RSI Rush Street Interactive Inc.
-2.11%
-$5,200 
QTUM Defiance Quantum ETF
-2.1%
-$4,901.94 
APP AppLovin Corporation Class A Common Stock
-2.02%
-$6,461.03 
SPCX Space Exploration Technologies Corp. Class A
-1.99%
-$10,324.48 
SOXX iShares Semiconductor ETF
-1.98%
-$14,522.53 
XLK State Street Technology Select Sector SPDR ETF
-1.83%
-$4,875.14 
VGT Vanguard Information Technology ETF
-1.76%
-$36,711.25 
MSFT Microsoft Corp.
-1.67%
-$365,297.42 
SMH VanEck Semiconductor ETF
-1.64%
-$15,481.8 
CSCO Cisco Systems, Inc.
-1.63%
-$6,016.19 
GOOGL Alphabet Inc
-1.51%
-$247,262.4 
BSTZ BlackRock Science and Technology Term Trust
-1.44%
-$15,077.75 
ETN Eaton Corporation plc
-1.42%
-$14,217.92 
GOOG Alphabet Inc
-1.41%
-$656,088.6 
TMO Thermo Fisher Scientific Inc.
-1.39%
-$14,082.52 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$959,171.05 
UNH UnitedHealth Group Incorporated
-1.35%
-$20,950.08 
SCHW Charles Schwab Corporation
-1.31%
-$4,050.8 
SHOP Shopify Inc.
-1.22%
-$27,073.42 
UPRO ProShares UltraPro S&P500
-1.22%
-$47,911.3 
VOT Vanguard Mid-Cap Growth ETF
-1.18%
-$3,990.5 
SOFI SoFi Technologies, Inc.
-1.16%
-$17,755.33 
IWF iShares Russell 1000 Growth ETF
-1.15%
-$17,984.83 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-1.09%
-$96,177.8 
VUG Vanguard Growth ETF
-1.07%
-$2,998.91 
IBM International Business Machines Corporation
-1.07%
-$3,456.27 
EEM iShares MSCI Emerging Markets ETF
-1.06%
-$4,144.6 
TSLA Tesla, Inc.
-0.99%
-$37,301.65 
BABA Alibaba Group Holding Limited SP ADR
-0.98%
-$2,666.14 
IEMG iShares Core MSCI Emerging Markets ETF
-0.97%
-$54,345.32 
VXF Vanguard Extended Market ETF
-0.93%
-$6,283.98 
IBIT iShares Bitcoin Trust
-0.92%
-$40,972.55 
QCOM QUALCOMM Incorporated
-0.87%
-$19,435.32 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$32,762.87 
CEG Constellation Energy Corporation
-0.8%
-$14,097.6 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.76%
-$3,200 
UBER Uber Technologies, Inc.
-0.65%
-$1,734.66 
OBDC Blue Owl Capital Corporation
-0.63%
-$11,324.1 
IWM iShares Russell 2000 ETF
-0.58%
-$3,836.8 
DASH DoorDash, Inc.
-0.56%
-$1,638.36 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.54%
-$6,129.69 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.51%
-$22,288.43 
STT State Street Corp
-0.49%
-$1,904.68 
BXSL Blackstone Secured Lending Fund
-0.47%
-$3,129.81 
MELI MercadoLibre, Inc.
-0.4%
-$2,441.74 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.39%
-$1,536.47 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.38%
-$48,946.49 
IWV ISHARES RUSSELL 3000 ETF
-0.36%
-$30,257.71 
WFC-PL Wells Fargo & Company
-0.35%
-$13,313.3 
ETHA iShares Ethereum Trust
-0.34%
-$1,248.19 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$855,227.9 
VOO Vanguard S&P 500 ETF
-0.33%
-$228,119.84 
IVV iShares Core S&P 500 ETF
-0.33%
-$6,929.84 
ARE Alexandria Real Estate Equities, Inc.
-0.31%
-$1,135.94 
NVO Novo Nordisk A/S Sponsored ADR
-0.29%
-$535.33 
GSEP FT Vest US Equity Moderate B Fund
-0.28%
-$746.16 
VHT Vanguard Health Care ETF
-0.28%
-$28,120.22 
BX Blackstone Inc.
-0.27%
-$4,641.38 
FJUN FT Vest US Equity Buffer ETF - June
-0.27%
-$7,053.02 
AMZN Amazon.com Inc
-0.26%
-$161,834.63 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.26%
-$2,193.3 
BSX Boston Scientific Corporation
-0.25%
-$746.35 
FJUL FT Vest US Equity Buffer ETF
-0.23%
-$1,740 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.22%
-$1,138.5 
LULU lululemon athletica inc.
-0.21%
-$959.26 
MDY SPDR S&P MidCap 400 ETF Trust
-0.21%
-$5,420.8 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$1,418.25 
ABT Abbott Laboratories
-0.19%
-$454.74 
IHI iShares U.S. Medical Devices ETF
-0.18%
-$5,243.62 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.15%
-$63,202.37 
URTH iShares MSCI World ETF
-0.15%
-$549.99 
RDDT Reddit Inc Class A
-0.13%
-$422.1 
XJUN FT Vest U.S. Equity Enhanced Fund
-0.08%
-$3,222.2 
MSDL Morgan Stanley Direct Lending Corp.
-0.07%
-$841.12 
GJUN FT Vest US Equity Moderate Fund
-0.07%
-$938.7 
JMUB JPMorgan Municipal Bond ETF
-0.06%
-$233.04 
EPI WisdomTree India Earnings Fund
-0.06%
-$136.35 
FFEB FT Vest US Equity Buffer ETF
-0.06%
-$3,054.66 
NVDA NVIDIA Corporation
-0.05%
-$3,742.2 
VPL Vanguard FTSE Pacific ETF
-0.04%
-$119.25 
IJR iShares Core S&P Small-Cap ETF
-0.04%
-$117.42 
RECS Columbia Research Enhanced Core ETF
-0.04%
-$1,160.6 
GBDC Golub Capital BDC, Inc.
-0.04%
-$280 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.02%
-$1,468.34 
FMAR FT Vest U.S. Equity Buffer ETF
-0.02%
-$126.7 
CMF iShares California Muni Bond ETF
-0.02%
-$168.72 Events
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Dividends
Dividend Analysis
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| Trades 2387 | Longs Won 1613/2387 67% | Profit Factor 2.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.37M |
| Average Win $201,509.47 | Best Trade (Sep 30) $24.75M | Sharpe Ratio -9.44 |
| Average Loss -$142,134.76 | Worst Trade (Jun 30) -$42.39M | Z-Score -0.31 (24.04%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $90,080.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 100,835 | $26.93M | $34.78M | - | $7.85M | 29.16% | +0.861% |
| ABBV AbbVie Inc. | 1,190 | $300,000 | $339,614.1 | - | $39,614.1 | 13.2% | +0.702% |
| ABNB Airbnb, Inc. | 3,569 | $505,652.67 | $624,753.45 | - | $119,100.78 | 23.55% | +0.442% |
| ABT Abbott Laboratories | 2,332 | $222,059.8 | $243,659.02 | - | $21,599.22 | 9.73% | -0.186% |
| ACP abrdn Income Credit Strategies Fund | 85,336 | $444,639.26 | $372,491.64 | - | -$72,147.62 | -16.23% | +0.345% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 25,300 | $526,000 | $524,089.5 | - | -$1,910.5 | -0.36% | -0.217% |
| ADBE Adobe Inc. | 4,351 | $1.08M | $1.07M | - | -$10,143.34 | -0.94% | -2.579% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,186 | $415,511.2 | $399,825.79 | - | -$15,685.41 | -3.77% | +0.11% |
| AMD Advanced Micro Devices, Inc. | 4,100 | $1.39M | $2.23M | - | $839,938.99 | 60.44% | -3.274% |
| AMZN Amazon.com Inc | 243,364 | $55.11M | $61.84M | - | $6.73M | 12.21% | -0.261% |
| APP AppLovin Corporation Class A Common Stock | 1,146 | $772,197.72 | $313,605.31 | - | -$458,592.41 | -59.39% | -2.019% |
| ARE Alexandria Real Estate Equities, Inc. | 8,738 | $473,994.3 | $368,830.98 | - | -$105,163.32 | -22.19% | -0.307% |
| ASML ASML Holding N.V. New York Registry Shares | 955 | $936,547.2 | $1.59M | - | $650,958.85 | 69.51% | +0.294% |
| AVGO Broadcom Inc. | 19,974 | $7.03M | $6.71M | - | -$326,154.33 | -4.64% | -2.506% |
| AXP American Express Company | 2,423 | $710,211.33 | $769,884.02 | - | $59,672.69 | 8.4% | +1.233% |
| BA Boeing Company | 1,994 | $415,393.95 | $378,321.62 | - | -$37,072.33 | -8.92% | +0.53% |
| BABA Alibaba Group Holding Limited SP ADR | 2,446 | $259,583.62 | $269,157.84 | - | $9,574.22 | 3.69% | -0.981% |
| BAC Bank of America Corporation | 55,337 | $3.12M | $2.89M | - | -$234,731.07 | -7.52% | +0.967% |
| BBJP JPMorgan BetaBuilders Japan Fund | 5,244 | $388,246.2 | $405,728.28 | - | $17,482.08 | 4.5% | +0.454% |
| BLK BlackRock, Inc. | 800 | $830,595.1 | $911,856 | - | $81,260.9 | 9.78% | +1.699% |
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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 - $18.19M, and SPDR S&P 500 ETF Trust - $17.66M. 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 - $797,986.08, UnitedHealth Group Incorporated - $451,254.74, 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 $18.11M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $2.13M, Vanguard S&P 500 ETF - $1.55M, Invesco Russell 1000 Dynamic Multifactor ETF - $819,920.62, Vanguard Dividend Appreciation ETF - $774,865.39, and Nuveen Quality Municipal Income Fund - $616,950.89. 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.
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