Mark Petersen Portfolio
Invests via Prosperitas Financial LLC | Managed by Mark T. Petersen
Invests via Prosperitas Financial LLC
Managed by Mark T. Petersen
Automatically Tracked
Mark Petersen Profile
Seasoned investor and operating executive focused on technology and growth-stage companies, with experience in investment strategy, corporate development and board governance. Mark Petersen brings a background in scaling SaaS businesses, leading M&A and fundraising initiatives and overseeing portfolio performance for institutional investors. Known for cross-border deal experience and operational rigor, the profile is relevant to private equity, venture and strategic corporate investors seeking senior leadership with transactional and operating expertise.
Seasoned investor and operating executive focused on technology and growth-stage companies, with experience in investment strategy, corporate development and board governance. Mark Petersen brings a background in scaling SaaS businesses, leading M&A and fundraising initiatives and overseeing portfolio performance for institutional investors. Known for cross-border deal experience and operational rigor, the profile is relevant to private equity, venture and strategic corporate investors seeking senior leadership with transactional and operating expertise.
Investment Philosophy & Strategy
Combines operational rigor with growth-stage investing to back scalable enterprise software and cross-border opportunities. Prioritizes businesses with proven unit economics, repeatable go-to-market motion and clear paths to ARR expansion. Uses active board-level involvement, rigorous diligence and staged capital deployment to de-risk bets and preserve follow-on optionality. Time horizon skews medium-to-long; emphasis on value creation through GTM scaling, operational improvements, tuck-in M&A and disciplined exit readiness.
Combines operational rigor with growth-stage investing to back scalable enterprise software and cross-border opportunities. Prioritizes businesses with proven unit economics, repeatable go-to-market motion and clear paths to ARR expansion. Uses active board-level involvement, rigorous diligence and staged capital deployment to de-risk bets and preserve follow-on optionality. Time horizon skews medium-to-long; emphasis on value creation through GTM scaling, operational improvements, tuck-in M&A and disciplined exit readiness.
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:
87.33%
Gain -0.54%
Monthly
1.81%
Yearly
23.98%
Drawdown
18.82%
$319.82M
Equity
Holdings
$319.82M
Investment
$248.41M
$125.51M
Profit -$1.28M
Realized
$54.1M
Unrealized
$71.41M
Dividends
$9.04M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$1.28M
Win %
81%
This Week
Compared To Last Week
Gain
-1.18%
Profit
-$3.8M
Win %
81%
This Month
Compared to last month
Gain
-0.4%
Profit
-$1.28M
Win %
81%
This Year
Compared to last year
Gain
2.91%
Profit
$9.04M
Win %
81%
LLY Eli Lilly and Company
+4.46%
+$257,649.98 
NFLX Netflix, Inc.
+3.15%
+$177,046.8 
ABBV AbbVie Inc.
+2.72%
+$157,313.7 
BMY Bristol-Myers Squibb Company
+2.36%
+$7,080.83 
AAPL Apple Inc.
+2.19%
+$344,460.8 
MO Altria Group, Inc.
+1.29%
+$64,552.32 
MSFT Microsoft Corp.
+0.56%
+$65,429.52 
META Meta Platforms Inc Class A
+0.43%
+$32,572.72 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.27%
+$4,862.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.25%
+$707.74 
SPY SPDR S&P 500 ETF Trust
+0.21%
+$2,450.4 
WBD Warner Bros. Discovery, Inc.
+0.18%
+$5,442.2 
ADP Automatic Data Processing Inc.
0%
$0 
AN AutoNation Inc.
0%
+$0.22 
AMZN Amazon.com Inc
0%
$0 
APAM Artisan Partners Asset Management Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BLMN Bloomin' Brands Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CASY Casey's General Stores Inc.
0%
$0 
CFR Cullen/Frost Bankers Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DGX Quest Diagnostics Inc.
0%
$0 
DINO HF Sinclair Corporation
0%
$0 
EMN Eastman Chemical Company
0%
$0 
ENSG The Ensign Group, Inc.
0%
-$0.13 
EOG EOG Resources, Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
+$0.25 
FLR Fluor Corporation
0%
$0 
FNF Fidelity National Financial, Inc.
0%
$0 
GE General Electric Company
0%
$0 
GIS General Mills, Inc.
0%
-$0.01 
GOOGL Alphabet Inc
0%
+$0.41 
GOOG Alphabet Inc
0%
$0 
HPQ HP Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IRT Independence Realty Trust Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LMT Lockheed Martin Corporation
0%
+$0.19 
MA Mastercard Incorporated
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
O Realty Income Corporation
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PFE Pfizer Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
ROOT Root, Inc. Class A Common Stock
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SFM Sprouts Farmers Market, Inc.
0%
$0 
TAP Molson Coors Beverage Company
0%
$0 
TGT Target Corporation
0%
$0 
TNDM Tandem Diabetes Care Inc.
0%
$0 
TSLA Tesla, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USB U.S. Bancorp
0%
$0 
VICI Vici Properties Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
YETI FNCL Series 2007 Other Floating Rate Instrument
0%
$0 
AVIV Avantis International Large Cap Value ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
GLD SPDR Gold Shares
0%
+$0.01 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
+$0.01 
VB Vanguard Small-Cap ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.4 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$0.65 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
0%
$0 
SBIT ProShares UltraShort Bitcoin ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
DXIV Dimensional International Vector Equity ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 832 | Longs Won 629/832 75% | Profit Factor 16.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $508,684.6 |
| Average Win $212,486.76 | Best Trade (Aug 20) $6.75M | Sharpe Ratio -10.38 |
| Average Loss -$40,123.95 | Worst Trade (Sep 01) -$858,408.12 | Z-Score 13.6 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $150,852.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 50,656 | $11.74M | $16.05M | - | $4.31M | 36.69% | +2.193% |
| ABBV AbbVie Inc. | 22,314 | $4.58M | $5.93M | - | $1.35M | 29.56% | +2.723% |
| ADP Automatic Data Processing Inc. | 1,008 | $225,805 | $271,464.48 | - | $45,659.48 | 20.22% | 0.0 |
 AEE Ameren Corporation | 44,006 | $4.06M | $4.81M | - | $749,567.5 | 18.46% | -0.356% |
| AMZN Amazon.com Inc | 44,696 | $8.69M | $11.6M | - | $2.91M | 33.48% | 0.0 |
| AN AutoNation Inc. | 21,981 | $4.02M | $4.33M | - | $311,826.04 | 7.76% | 0.0 |
| APAM Artisan Partners Asset Management Inc. | 8,193 | $293,857.72 | $341,402.31 | - | $47,544.59 | 16.18% | 0.0 |
| AVDE Avantis International Equity ETF | 5,009 | $407,754.91 | $467,039.16 | - | $59,284.25 | 14.54% | 0.0 |
| AVDV Avantis International Small Cap Value ETF | 7,772 | $578,842.5 | $852,821.56 | - | $273,979.06 | 47.33% | 0.0 |
| AVEM Avantis Emerging Markets Equity ETF | 5,350 | $439,933 | $492,414 | - | $52,481 | 11.93% | 0.0 |
| AVGO Broadcom Inc. | 3,562 | $1.11M | $1.35M | - | $245,558.08 | 22.16% | 0.0 |
| AVIV Avantis International Large Cap Value ETF | 4,560 | $239,881.93 | $376,063.2 | - | $136,181.27 | 56.77% | 0.0 |
| AVUS Avantis U.S. Equity ETF | 2,722 | $273,843.63 | $356,337.02 | - | $82,493.39 | 30.12% | 0.0 |
| AVUV Avantis U.S. Small Cap Value ETF | 3,324 | $323,978.03 | $421,184.04 | - | $97,206.01 | 30% | 0.0 |
| BLMN Bloomin' Brands Inc. | 688,054 | $5.55M | $7.33M | - | $1.79M | 32.26% | 0.0 |
| BMY Bristol-Myers Squibb Company | 4,539 | $271,694.68 | $306,881.79 | - | $35,187.11 | 12.95% | +2.362% |
| BRK-B Berkshire Hathaway Inc. | 1,584 | $730,154 | $796,688.64 | - | $66,534.64 | 9.11% | 0.0 |
| CASY Casey's General Stores Inc. | 347 | $275,650 | $296,685 | - | $21,035 | 7.63% | 0.0 |
| CAT Caterpillar Inc. | 2,452 | $959,152.82 | $2.06M | - | $1.1M | 114.96% | 0.0 |
| CFR Cullen/Frost Bankers Inc. | 1,446 | $198,267.64 | $241,959.18 | - | $43,691.54 | 22.04% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Mark Petersen?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.9M, Warner Bros. Discovery, Inc - $3.88M, Schwab U.S. Broad Market ETF - $2.51M, Invesco QQQ Trust, Series 1 - $2.25M, and Schwab U.S. Large-Cap Growth ETF - $1.95M. 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: Vale S.A - $704,535.25, Accenture plc Class A - $646,355.68, ON Semiconductor Corporation - $598,774.62, Energy Select Sector SPDR Fund - $170,725.4, and Vail Resorts, Inc - $137,027.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Petersen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.04M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $677,277.3, Altria Group, Inc - $557,612.82, Chevron Corporation - $481,941.52, Vanguard Value ETF - $464,462.98, and Vanguard S&P 500 ETF - $328,769.54. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Petersen's monthly returns?
Mark Petersen'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 Mark Petersen's strategy be considered aggressive or moderate?
Mark Petersen'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 Mark Petersen's strategy?
Mark Petersen'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.
