ST
Serge Todorovich Portfolio
Invests via SHENKMAN CAPITAL MANAGEMENT Inc. | Managed by Serge Todorovich
Invests via SHENKMAN CAPITAL MANAGEMENT Inc.
Managed by Serge Todorovich
Automatically Tracked
Serge Todorovich Profile
Serge Todorovich is a seasoned entrepreneur and executive known for his impact in the technology sector. With a career spanning over two decades, he has led multiple startups through various growth phases, focusing on innovation and market expansion. His leadership experience includes driving operational excellence at early-stage companies as well as guiding established firms toward digital transformation initiatives. Notably, he possesses deep expertise in building strategic partnerships that foster product development and enhance competitive positioning within fast-evolving markets. This blend of entrepreneurial insight and operational acumen positions him uniquely to navigate complex industry landscapes.
Serge Todorovich is a seasoned entrepreneur and executive known for his impact in the technology sector. With a career spanning over two decades, he has led multiple startups through various growth phases, focusing on innovation and market expansion. His leadership experience includes driving operational excellence at early-stage companies as well as guiding established firms toward digital transformation initiatives. Notably, he possesses deep expertise in building strategic partnerships that foster product development and enhance competitive positioning within fast-evolving markets. This blend of entrepreneurial insight and operational acumen positions him uniquely to navigate complex industry landscapes.
Investment Philosophy & Strategy
In navigating the fast-paced technology landscape, strategic agility becomes imperative. Serge Todorovich exemplifies a founder mindset with an emphasis on harnessing innovation to capture growth opportunities. His expertise in operational excellence enables him to streamline processes that drive scalable solutions for startups and established enterprises alike. By leveraging his extensive network for partnerships, he cultivates collaborative efforts aimed at advancing product differentiation and market positioning. This focus on synergistic relationships fosters competitive advantages, allowing for proactive responses to emerging trends while also prioritizing sustainable development.
In navigating the fast-paced technology landscape, strategic agility becomes imperative. Serge Todorovich exemplifies a founder mindset with an emphasis on harnessing innovation to capture growth opportunities. His expertise in operational excellence enables him to streamline processes that drive scalable solutions for startups and established enterprises alike. By leveraging his extensive network for partnerships, he cultivates collaborative efforts aimed at advancing product differentiation and market positioning. This focus on synergistic relationships fosters competitive advantages, allowing for proactive responses to emerging trends while also prioritizing sustainable development.
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:
15.58%
Gain +0.02%
Monthly
2.55%
Yearly
35.34%
Drawdown
5.04%
$997.21M
Equity
Holdings
$997.21M
Investment
$964.36M
$20.28B
Profit +$166,861.89
Realized
$20.25B
Unrealized
$32.85M
Dividends
$21.99M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.02%
Profit
$166,861.89
Win %
69%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$1.44M
Win %
69%
This Month
Compared to last month
Gain
-0.05%
Profit
-$535,626.39
Win %
69%
This Year
Compared to last year
Gain
7.18%
Profit
-$1.1M
Win %
64%
5530
55306NAB0
+163.42%
+$1.02M 7766
776696AA4
+72.04%
+$3.82M 2085
20854P109
+57.58%
+$590,235.79 2380
23804LAD5
+42.55%
+$2.15M 4721
472145AH4
+41.52%
+$778,868 3978
397888AD0
+37.38%
+$6.86M 3583
35834FAB0
+36.09%
+$872,210.99 5312
531229AQ5
+30.8%
+$412,531.19 1630
163072AC5
+26.09%
+$1.84M 7415
74153QAD4
+21.23%
+$3.63M 0428
04280AAC4
+16.02%
+$971,000.3 9168
91680MAF4
+14.41%
+$1.11M 0970
09709UV70
+13.17%
+$1.28M 2546
254687AU0
+11.02%
+$1.85M 8559
85590AAJ3
+10.37%
+$1.81M 4328
432848AZ2
+9.52%
+$645,000.31 5950
595017BG8
+9.47%
+$302,899.13 5380
538034BC2
+9.17%
+$248,694.48 5900
59001ABF8
+8.39%
+$425,920.46 3434
343412AJ1
+7.8%
+$96,648.38 2978
29786AAN6
+7.29%
+$2.98M 3437
34379VAB9
+6.63%
+$427,620.37 0164
01644JAB4
+6.61%
+$277,209.62 7374
737446AT1
+6.18%
+$312,965.29 0195
019589AD2
+5.97%
+$83,930.97 7573
75737FAE8
+5.58%
+$608,403.29 5716
57164YAF4
+5.11%
+$447,007.94 EMMS
EMMSP
+5.01%
+$309,199.99 8292
829226AU3
+4.86%
+$282,625 0865
086516AF8
+4.64%
+$698,464.3 9293
92939UAP1
+4.39%
+$112,837.63 2941
29415FAD6
+4.32%
+$47,120.62 
BLCO Bausch + Lomb Corporation
+3.87%
+$127,512.09 5949
594972AS0
+3.82%
+$239,899.2 9293
92939UAR7
+3.73%
+$59,729.5 0188
018804AH7
+3.25%
+$233,583.75 7234
723484AK7
+2.96%
+$221,569.92 2787
278762AG4
+2.57%
+$952,182.36 8685
868536AP8
+2.23%
+$25,333.35 DISH
DISH
+2.12%
+$35,278.3 6705
67059NAK4
+1.85%
+$239,777.31 8292
829226505
+1.82%
+$93,917.48 4582
45826HAD1
+1.74%
+$243,142.01 1258
125896BX7
+1.7%
+$326,663.08 
TLT iShares 20+ Year Treasury Bond ETF
+1.37%
+$39,349.8 1728
17285TAB2
+0.92%
+$71,585.35 4500
450056AB2
+0.89%
+$35,328.99 5844
58446KAA3
+0.76%
+$196,875 
SMCIP Super Micro Computer, Inc. 7.00% Mandatory Convertible Preferred Stock due 2029
+0.01%
+$400 
EAF GrafTech International Ltd.
0%
$0 
JELD Jeld-Wen Holding, Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
SBGI Sinclair, Inc.
0%
$0 
STZ Constellation Brands, Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BKLN Invesco Senior Loan ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
ONIT Onity Group Inc.
0%
$0 AWE
AWE
0%
$0 NXTL
NXTL
0%
$0 GW
GW
0%
$0 0538
053807AL7
0%
$0 2978
29786AAJ5
0%
$0 
GOOGM Alphabet Inc.
0%
$0 7439
743977AE0
0%
$0 CHKP
CHKPRB
0%
$0 3379
337932AV9
0%
$0 0188
018802AE8
0%
$0 6288
62886HBT7
0%
$0 8425
842587ED5
0%
$0 1510
15102KAB6
0%
$0 2241
22410JAD8
0%
$0 2978
29786AAQ9
0%
$0 5898
589889AB0
0%
$0 8680
86800UAF1
0%
$0 9293
92939UAT3
0%
$0 2580
25809KAB1
0%
$0 8942
89422GAB3
0%
$0 7811
781154AD1
0%
$0 2324
23248VAD7
0%
$0 3646
36467WAE9
0%
$0 8298
82982TAA4
0%
$0 6708
67080NAA9
0%
$0 9706
970646AA3
0%
$0 3583
35834FAC8
0%
$0 3804
38046YAD3
0%
$0 FCHP
FCHPRA
-40.53%
-$73,480 0080
008073AA6
-23.05%
-$3.76M 8816
88162GAB9
-19.16%
-$2.19M 4657
465741AQ9
-13.63%
-$1.2M 8967
89677QAB3
-12.06%
-$967,467.97 0923
09239BAF6
-11.66%
-$1.73M 6655
665531AJ8
-11.35%
-$1.06M 9222
922280AD4
-11.15%
-$2.05M SSCJ
SSCJQ
-10.64%
-$912,848.99 7020
70202LAD4
-7.96%
-$2.84M GMEW
GMEWS
-7%
-$2,719.54 0208
02081GAD4
-6.57%
-$456,812.6 5018
501812AD3
-6.01%
-$538,000.53 5494
549463AK3
-5.22%
-$113,000 7695
76954AAD5
-3.27%
-$554,838.62 9035
90353TAM2
-3.09%
-$109,380.04 3794
37940XAU6
-2.81%
-$79,147.24 7513
75134PAB1
-1.65%
-$78,119.92 4721
47215PAJ5
-1.49%
-$32,399.43 7599
759916AD1
-1.2%
-$158,045.1 4050
405024AD2
-1.01%
-$13,731.55 2621
26210CAD6
-0.94%
-$25,748.03 7677
767754BA1
-0.71%
-$28,524.4 6533
65332VAY9
-0.09%
-$8,706.67 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6255 | Longs Won 3660/6255 58% | Profit Factor 38.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $214.15M |
| Average Win $5.69M | Best Trade (Jun 30) $16.76B | Sharpe Ratio -6.25 |
| Average Loss -$210,111.09 | Worst Trade (Dec 31) -$13M | Z-Score -14.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2d | Expectancy $3.24M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 74.94% | 81.74% | 86% | 89.16% | 91.68% | 93.8% | 95.63% | 97.24% | 98.69% |
| Consecutive Losing Trades | 4,739 | 4,265 | 3,791 | 3,318 | 2,844 | 2,370 | 1,896 | 1,422 | 948 | 474 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0080 008073AA6 | 12.84M | $13.98M | $12.54M | - | -$1.45M | -10.35% | -23.053% |
| 0164 01644JAB4 | 4.57M | $4.19M | $4.47M | - | $277,209.62 | 6.61% | +6.613% |
| 0188 018802AE8 | 1.5M | $1.66M | $1.66M | - | - | - | 0.0 |
| 0188 018804AH7 | 6.75M | $7.22M | $7.43M | - | $214,923.03 | 2.98% | +3.246% |
| 0195 019589AD2 | 1.52M | $1.4M | $1.49M | - | $83,930.97 | 5.97% | +5.975% |
| 0208 02081GAD4 | 6.63M | $6.68M | $6.5M | - | -$181,375.4 | -2.71% | -6.565% |
| 0428 04280AAC4 | 5.75M | $6.06M | $7.03M | - | $971,000.3 | 16.02% | +16.016% |
| 0538 053807AL7 | 7M | $6.59M | $6.59M | - | - | - | 0.0 |
| 0865 086516AF8 | 14.12M | $14.5M | $15.76M | - | $1.26M | 8.66% | +4.638% |
| 0923 09239BAF6 | 13.97M | $14.82M | $13.11M | - | -$1.72M | -11.57% | -11.658% |
| 0970 09709UV70 | 8.65M | $9.25M | $10.99M | - | $1.74M | 18.81% | +13.172% |
| 1258 125896BX7 | 17.25M | $19.49M | $19.51M | - | $17,641.96 | 0.09% | +1.703% |
| 1510 15102KAB6 | 6.05M | $7.03M | $7.03M | - | - | - | 0.0 |
| 1630 163072AC5 | 6.79M | $7.06M | $8.9M | - | $1.84M | 26.09% | +26.093% |
| 1728 17285TAB2 | 9.5M | $7.78M | $7.89M | - | $100,901.6 | 1.3% | +0.916% |
| 2085 20854P109 | 21,800 | $1.1M | $1.62M | - | $514,622.87 | 46.76% | +57.582% |
| 2241 22410JAD8 | 6.5M | $6.74M | $6.74M | - | - | - | 0.0 |
| 2324 23248VAD7 | 4.04M | $6.94M | $6.94M | - | - | - | 0.0 |
| 2380 23804LAD5 | 4.95M | $5.05M | $7.19M | - | $2.15M | 42.55% | +42.547% |
| 2546 254687AU0 | 15.25M | $16.34M | $18.61M | - | $2.26M | 13.86% | +11.017% |
No Data
Option values are updated at end of day.
No Data
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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 Serge Todorovich?
The largest contributions to the portfolio's profits come from the following stocks: 530718AF2 - $19.2B, 278768AB2 - $53.88M, Diamond Offshore Drilling Inc - $35.22M, 382410AG3 - $34.01M, and 896522AF6 - $28M. 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: 530715AL5 - $24.97M, 25470MAB5 - $15.89M, 848577AB8 - $11.96M, 22282EAA0 - $11.2M, and 165167BZ9 - $10.13M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Serge Todorovich's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.99M earned over time. The largest contributors to dividend income include Invesco Senior Loan ETF - $6.94M, iShares Broad USD High Yield Corporate Bond ETF - $4.98M, SPDR Bloomberg Short Term High Yield Bond ETF - $4.12M, Constellation Brands, Inc - $3.39M, and iShares iBoxx $ High Yield Corporate Bond ETF - $904,032.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Serge Todorovich's monthly returns?
Serge Todorovich's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Serge Todorovich's strategy be considered aggressive or moderate?
Serge Todorovich's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Serge Todorovich's strategy?
Serge Todorovich'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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