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:
44.91%
Gain -0.37%
Monthly
1.02%
Yearly
12.94%
Drawdown
13.43%
$158.16M
Equity
Holdings
$158.16M
Investment
$129.87M
$48.03M
Profit -$437,887.61
Realized
$19.74M
Unrealized
$28.29M
Dividends
$10.49M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.37%
Profit
-$437,887.61
Win %
72%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$437,887.61
Win %
72%
This Month
Compared to last month
Gain
-0.56%
Profit
-$882,081.71
Win %
72%
This Year
Compared to last year
Gain
1.24%
Profit
$1.94M
Win %
72%
INFY Infosys Limited
+5.01%
+$6,637.8 
GSK GSK plc Sponsored ADR
+4.27%
+$12,494.4 
PLTR Palantir Technologies Inc.
+4.13%
+$29,022 
SNN Smith & Nephew plc ADR
+3.29%
+$6,850.85 
MCK McKesson Corporation
+3.23%
+$11,373.5 
GOOG Alphabet Inc
+2.97%
+$32,586.22 
META Meta Platforms Inc Class A
+2.91%
+$8,078.06 
WTW Willis Towers Watson Public Limited Company
+2.58%
+$7,905.5 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.57%
+$12,069.37 
HLN Haleon Plc - ADR
+2.45%
+$5,980.5 
MSFT Microsoft Corp.
+2.27%
+$31,874.42 
WMT Walmart Inc.
+2.27%
+$9,926.55 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$3,931.2 
MCD McDonald's Corporation
+1.96%
+$6,983.68 
ABBV AbbVie Inc.
+1.73%
+$3,960.48 
PGR Progressive Corporation
+1.4%
+$3,000.48 
UNH UnitedHealth Group Incorporated
+1.32%
+$2,527.56 
NVO Novo Nordisk A/S Sponsored ADR
+1.18%
+$5,066.34 
AAUS Alpha Architect U.S. Equity ETF
+0.88%
+$366,073.69 
CB Chubb Limited
+0.85%
+$2,268.65 
IBB iShares Biotechnology ETF
+0.83%
+$1,873.2 
DE Deere & Company
+0.69%
+$3,368.65 
JNJ Johnson & Johnson
+0.58%
+$2,284.3 
AAPL Apple Inc.
+0.54%
+$6,714.33 
PG Procter & Gamble Co
+0.52%
+$1,091.73 
MRK Merck & Co., Inc.
+0.44%
+$1,285.85 
SBUX Starbucks Corporation
+0.35%
+$710.36 
SCJ iShares MSCI Japan Small-Cap ETF
+0.23%
+$535 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.21%
+$519.25 
PFFV Global X Variable Rate Preferred ETF
+0.14%
+$663 
FLDR Fidelity Low Duration Bond ETF
+0.07%
+$280 
VTP Vanguard Total Inflation-Protected Securities ETF
+0.03%
+$697.37 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$1,871.38 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$64.87 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
-$0.67 
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
GLW Corning Incorporated
-14.06%
-$46,733.2 
DELL Dell Technologies Inc.
-5.04%
-$102,852.88 
AVGO Broadcom Inc.
-4.79%
-$42,451.3 
CAT Caterpillar Inc.
-4.15%
-$9,517.2 
AMD Advanced Micro Devices, Inc.
-3.9%
-$10,671.55 
TEL TE Connectivity plc
-3.65%
-$13,034.83 
UBS UBS Group AG
-2.97%
-$18,945.9 
NVDA NVIDIA Corporation
-2.85%
-$32,788.75 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.11%
-$8,442.5 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$21,772.2 
IMOM Alpha International Quantitative Momentum ETF
-1.86%
-$6,359.81 
CSCO Cisco Systems, Inc.
-1.65%
-$7,585 
HAYW Hayward Holdings Inc.
-1.53%
-$3,972 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$4,010.04 
VFMO Vanguard U.S. Momentum Factor Fund
-1.49%
-$7,945.3 
QMOM Alpha U.S. Quantitative Momentum ETF
-1.4%
-$31,713.5 
IMTM iShares MSCI International Momentum Factor ETF
-1.38%
-$7,326 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.37%
-$4,231.2 
RTX RTX Corporation
-1.32%
-$4,218.18 
AMZN Amazon.com Inc
-1.22%
-$13,486.3 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$3,857.25 
HSBC HSBC Holdings plc Sponsored ADR
-1.12%
-$3,693.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$29,807.13 
SCHF Schwab International Equity ETF
-1.1%
-$9,622.4 
AVES Avantis Emerging Markets Value ETF
-1.09%
-$7,039.75 
RPC P10 Inc.
-0.93%
-$12,516.98 
SCHV Schwab U.S. Large-Cap Value ETF
-0.91%
-$14,152.95 
NPFD Nuveen Variable Rate Preferred & Income Fund
-0.91%
-$2,809.95 
XOM Exxon Mobil Corporation
-0.85%
-$3,799.95 
AVDV Avantis International Small Cap Value ETF
-0.78%
-$24,257.34 
FNDF Schwab Fundamental International Large Company Index ETF
-0.78%
-$5,015.55 
PNR Pentair plc
-0.78%
-$1,288.76 
AVDE Avantis International Equity ETF
-0.74%
-$15,086.85 
EQNR Equinor ASA Sponsored ADR
-0.7%
-$2,916.9 
FNDC Schwab Fundamental International Small Company Index ETF
-0.63%
-$9,583.04 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$3,937.15 
AVUS Avantis U.S. Equity ETF
-0.51%
-$11,794.02 
IBN ICICI Bank Limited Sponsored ADR
-0.48%
-$2,944.2 
RY Royal Bank of Canada
-0.46%
-$1,174.99 
SHEL Shell plc
-0.44%
-$2,978.61 
AAEQ Alpha Architect US Equity 2 ETF
-0.44%
-$21,883.92 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$1,870 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$19,246.03 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$722.39 
VOO Vanguard S&P 500 ETF
-0.34%
-$3,204.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$9,645.22 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$18,229.75 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.28%
-$1,056.1 
VFMF Vanguard U.S. Multifactor ETF
-0.21%
-$2,593.5 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.2%
-$2,110.55 
VRP Invesco Variable Rate Preferred ETF
-0.19%
-$4,014.68 
BTT BlackRock Municipal 2030 Target Term Trust
-0.18%
-$2,366.8 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.18%
-$1,341.55 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$578 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.07%
-$2,079.15 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$1,391.75 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.05%
-$2,466.9 
MBB iShares MBS ETF
-0.05%
-$423.9 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$75.6 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$1,493.37 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$70.34 Events
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Dividends
Dividend Analysis
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| Trades 928 | Longs Won 680/928 73% | Profit Factor 12.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $245,228.59 |
| Average Win $76,604 | Best Trade (Aug 14) $5.66M | Sharpe Ratio -8.97 |
| Average Loss -$16,361.68 | Worst Trade (Sep 11) -$387,191.46 | Z-Score -1.25 (79.16%) |
| Commissions $0 | Avg. Trade Length 1y 9m | Expectancy $51,759.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAEQ Alpha Architect US Equity 2 ETF | 91,183 | $4.5M | $4.97M | - | $467,957.81 | 10.4% | -0.439% |
| AAPL Apple Inc. | 3,751 | $604,002.01 | $1.25M | - | $649,057.05 | 107.46% | +0.539% |
| AAUS Alpha Architect U.S. Equity ETF | 682,464 | $36.85M | $41.94M | - | $5.09M | 13.82% | +0.881% |
| ABBV AbbVie Inc. | 892 | $224,463 | $233,311.52 | - | $8,848.52 | 3.94% | +1.727% |
| AMD Advanced Micro Devices, Inc. | 530 | $307,882 | $262,877.35 | - | -$45,004.65 | -14.62% | -3.901% |
| AMZN Amazon.com Inc | 4,295 | $634,426.34 | $1.09M | - | $454,957.46 | 71.71% | -1.223% |
| AVDE Avantis International Equity ETF | 21,865 | $1.36M | $2.02M | - | $656,268.28 | 48.23% | -0.742% |
| AVDV Avantis International Small Cap Value ETF | 27,882 | $1.84M | $3.09M | - | $1.25M | 67.94% | -0.78% |
| AVEM Avantis Emerging Markets Equity ETF | 11,080 | $581,339.25 | $1.03M | - | $453,366.55 | 77.99% | -2.061% |
| AVES Avantis Emerging Markets Value ETF | 9,710 | $487,979.84 | $636,636.15 | - | $148,656.31 | 30.46% | -1.094% |
| AVGO Broadcom Inc. | 2,451 | $386,646.09 | $844,786.17 | - | $458,140.08 | 118.49% | -4.785% |
| AVUS Avantis U.S. Equity ETF | 17,870 | $1.47M | $2.31M | - | $832,601.91 | 56.55% | -0.509% |
| AVUV Avantis U.S. Small Cap Value ETF | 52,085 | $4.24M | $6.47M | - | $2.22M | 52.43% | -0.281% |
| AZN AstraZeneca PLC American Depositary Shares | 1,170 | $230,747 | $191,330.1 | - | -$39,416.9 | -17.08% | +2.098% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 12,975 | $1.19M | $1.19M | - | -$736.3 | -0.06% | +0.005% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 59,735 | $6.6M | $7.06M | - | $457,691.63 | 6.93% | -0.021% |
| BTT BlackRock Municipal 2030 Target Term Trust | 59,170 | $1.22M | $1.31M | - | $97,381.82 | 8% | -0.18% |
| CAT Caterpillar Inc. | 280 | $298,172 | $219,682.4 | - | -$78,489.6 | -26.32% | -4.152% |
| CB Chubb Limited | 785 | $178,469.97 | $267,794.9 | - | $89,324.93 | 50.05% | +0.854% |
| CSCO Cisco Systems, Inc. | 4,100 | $195,310.06 | $452,148 | - | $256,837.94 | 131.5% | -1.65% |
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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 - $1.33M, Dell Technologies Inc - $1.19M, and Microsoft Corp - $960,465.67. 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, Crown Castle Inc - $113,448.17, Novo Nordisk A/S Sponsored ADR - $98,450.24, and Pfizer Inc - $95,827.45. 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 $10.49M earned over time. The largest contributors to dividend income include Janus Henderson Mortgage-Backed Securities ETF - $925,054.37, Invesco Variable Rate Preferred ETF - $686,085.73, Vanguard Mortgage-Backed Securities Fund - $503,840.42, Schwab U.S. TIPS ETF - $436,432.05, 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.
