Jonathan Seed Portfolio
Invests via Seed Wealth Management Inc. | Managed by Jonathan Halleck Seed
Invests via Seed Wealth Management Inc.
Managed by Jonathan Halleck Seed
Automatically Tracked
Jonathan Seed Profile
Jonathan Seed is an accomplished entrepreneur and investor with a robust track record in building innovative technology ventures. His career spans over two decades, marked by significant contributions to early-stage startups as both a founder and advisor. Leveraging extensive experience in product development and market entry strategies, he has successfully guided multiple companies through their growth phases. Additionally, his insights into emerging trends have established him as a thought leader within the tech community. His involvement extends beyond investment; Jonathan actively engages in mentorship roles, fostering new talent within the entrepreneurial ecosystem.
Jonathan Seed is an accomplished entrepreneur and investor with a robust track record in building innovative technology ventures. His career spans over two decades, marked by significant contributions to early-stage startups as both a founder and advisor. Leveraging extensive experience in product development and market entry strategies, he has successfully guided multiple companies through their growth phases. Additionally, his insights into emerging trends have established him as a thought leader within the tech community. His involvement extends beyond investment; Jonathan actively engages in mentorship roles, fostering new talent within the entrepreneurial ecosystem.
Investment Philosophy & Strategy
Growth-oriented and attuned to technological advancements, Jonathan Seed seeks out transformative opportunities in the startup landscape. He leverages his entrepreneurial acumen to identify ventures that exhibit potential for scalability and innovative disruption. His strategic investments focus on businesses capable of redefining industry standards while emphasizing effective product-market fit. By nurturing companies from inception through growth stages, he fosters environments conducive to creative solutions and breakthrough innovations. Engagement with emerging trends allows him to anticipate market shifts, ensuring a forward-thinking investment approach.
Growth-oriented and attuned to technological advancements, Jonathan Seed seeks out transformative opportunities in the startup landscape. He leverages his entrepreneurial acumen to identify ventures that exhibit potential for scalability and innovative disruption. His strategic investments focus on businesses capable of redefining industry standards while emphasizing effective product-market fit. By nurturing companies from inception through growth stages, he fosters environments conducive to creative solutions and breakthrough innovations. Engagement with emerging trends allows him to anticipate market shifts, ensuring a forward-thinking investment approach.
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:
40.44%
Gain +0.08%
Monthly
1.02%
Yearly
12.92%
Drawdown
13.42%
$155.15M
Equity
Holdings
$155.15M
Investment
$133.4M
$45.58M
Profit +$90,741.34
Realized
$20.3M
Unrealized
$25.28M
Dividends
$10.15M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$90,741.34
Win %
75%
This Week
Compared To Last Week
Gain
0.06%
Profit
$90,741.34
Win %
75%
This Month
Compared to last month
Gain
-1.17%
Profit
-$1.83M
Win %
75%
This Year
Compared to last year
Gain
-0.68%
Profit
-$1.07M
Win %
75%
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+6.24%
+$25,708.75 
GOOG Alphabet Inc
+2.34%
+$24,497.01 
TEL TE Connectivity plc
+2.29%
+$7,809.12 
MCD McDonald's Corporation
+2.23%
+$8,321.27 
WMT Walmart Inc.
+2.07%
+$9,272.95 
MSFT Microsoft Corp.
+1.94%
+$20,919.77 
NVO Novo Nordisk A/S Sponsored ADR
+1.84%
+$8,940.6 
HLN Haleon Plc - ADR
+1.64%
+$4,252.8 
GSK GSK plc Sponsored ADR
+1.23%
+$3,830.4 
AAPL Apple Inc.
+1.17%
+$14,591.39 
MCK McKesson Corporation
+1.09%
+$3,654.83 
JNJ Johnson & Johnson
+0.97%
+$3,807.16 
PGR Progressive Corporation
+0.9%
+$1,904.91 
PNR Pentair plc
+0.48%
+$878.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.47%
+$11,984.31 
SBUX Starbucks Corporation
+0.39%
+$823.6 
CSCO Cisco Systems, Inc.
+0.35%
+$1,640 
AVGO Broadcom Inc.
+0.34%
+$3,186.28 
AVDE Avantis International Equity ETF
+0.31%
+$6,122.2 
AZN AstraZeneca PLC American Depositary Shares
+0.23%
+$444.61 
AVES Avantis Emerging Markets Value ETF
+0.19%
+$1,165.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.12%
+$7,812.75 
IBB iShares Biotechnology ETF
+0.1%
+$211.85 
INFY Infosys Limited
+0.09%
+$119.6 
SNN Smith & Nephew plc ADR
+0.07%
+$151.4 
RPC P10 Inc.
+0.06%
+$834.47 
NVDA NVIDIA Corporation
+0.06%
+$633.65 
RY Royal Bank of Canada
+0.05%
+$137.5 
AVEM Avantis Emerging Markets Equity ETF
+0.04%
+$443.2 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.03%
+$107.4 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$1,792.05 
VOO Vanguard S&P 500 ETF
+0.03%
+$230.85 
RTX RTX Corporation
+0.02%
+$80.52 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$44.8 
SCHB Schwab U.S. Broad Market ETF
+0.02%
+$961.34 
PLTR Palantir Technologies Inc.
+0.02%
+$84 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$623.79 
FNDF Schwab Fundamental International Large Company Index ETF
+0.01%
+$57.65 
VWO Vanguard FTSE Emerging Markets ETF
+0.01%
+$27.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.01%
+$158.46 
AAEQ Alpha Architect US Equity 2 ETF
0%
-$9.12 
AAUS Alpha Architect U.S. Equity ETF
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
-$1.3 
BTT BlackRock Municipal 2030 Target Term Trust
0%
$0 
CAT Caterpillar Inc.
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
EMGF iShares MSCI Emerging Markets Multifactor ETF
0%
$0 
EQNR Equinor ASA Sponsored ADR
0%
$0 
FLDR Fidelity Low Duration Bond ETF
0%
$0 
HAYW Hayward Holdings Inc.
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IMOM Alpha International Quantitative Momentum ETF
0%
$0 
IMTM iShares MSCI International Momentum Factor ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
PFFV Global X Variable Rate Preferred ETF
0%
$0 
QEFA SPDR MSCI EAFE StrategicFactors ETF
0%
$0 
QMOM Alpha U.S. Quantitative Momentum ETF
0%
-$3.09 
SCHF Schwab International Equity ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCJ iShares MSCI Japan Small-Cap ETF
0%
$0 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBS UBS Group AG
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VFMF Vanguard U.S. Multifactor ETF
0%
$0 
VFMO Vanguard U.S. Momentum Factor Fund
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VRP Invesco Variable Rate Preferred ETF
0%
$0 
VTEI Vanguard International Tax-Exempt Bond Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTP Vanguard Total Inflation-Protected Securities ETF
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
AMD Advanced Micro Devices, Inc.
-5.17%
-$14,310.01 
DELL Dell Technologies Inc.
-2.5%
-$39,401.2 
SHEL Shell plc
-2.27%
-$13,923.27 
GLW Corning Incorporated
-2.24%
-$6,573.4 
ABBV AbbVie Inc.
-0.94%
-$2,176.47 
UNH UnitedHealth Group Incorporated
-0.74%
-$1,562.39 
DE Deere & Company
-0.5%
-$2,279.62 
MRK Merck & Co., Inc.
-0.24%
-$632.72 
CB Chubb Limited
-0.23%
-$659.4 
META Meta Platforms Inc Class A
-0.22%
-$566.28 
NPFD Nuveen Variable Rate Preferred & Income Fund
-0.11%
-$340.6 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.07%
-$574.95 
IBN ICICI Bank Limited Sponsored ADR
-0.03%
-$210.3 
HSBC HSBC Holdings plc Sponsored ADR
-0.03%
-$93.9 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.02%
-$1,709.17 
PG Procter & Gamble Co
-0.02%
-$43.38 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$63 
AMZN Amazon.com Inc
-0.02%
-$171.77 
AVUS Avantis U.S. Equity ETF
-0.02%
-$357.4 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.01%
-$55 
FNDC Schwab Fundamental International Small Company Index ETF
-0.01%
-$149.74 
XOM Exxon Mobil Corporation
-0.01%
-$26.79 Events
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Dividends
Dividend Analysis
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| Trades 928 | Longs Won 683/928 73% | Profit Factor 16.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $206,494.71 |
| Average Win $70,989.09 | Best Trade (Jul 28) $3.51M | Sharpe Ratio -8.77 |
| Average Loss -$11,870.71 | Worst Trade (Jul 28) -$299,572.63 | Z-Score -1.79 (94.2%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 3d | Expectancy $49,113.39 |
| 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 | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Jonathan Seed?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $2.75M, Broadcom Inc - $1.84M, Avantis U.S. Equity ETF - $1.32M, Dell Technologies Inc - $1.19M, and Microsoft Corp - $957,893.1. 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: Ready Capital Corporation - $123,197, Archer-Daniels-Midland Co - $113,537.52, Novo Nordisk A/S Sponsored ADR - $104,197.85, Pfizer Inc - $95,827.45, and Merck & Co., Inc - $83,629.29. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jonathan Seed's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.15M earned over time. The largest contributors to dividend income include Janus Henderson Mortgage-Backed Securities ETF - $858,579.62, Invesco Variable Rate Preferred ETF - $678,100.1, Vanguard Mortgage-Backed Securities Fund - $485,213.24, Schwab U.S. TIPS ETF - $389,631.64, and SPDR Blackstone Senior Loan ETF - $388,917.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jonathan Seed's monthly returns?
Jonathan Seed's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jonathan Seed's strategy be considered aggressive or moderate?
Jonathan Seed'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 Seed's strategy?
Jonathan Seed'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.
