PWB
Peter W. Boylan Portfolio
Invests via SHCP LLC | Managed by Peter W. Boylan
Invests via SHCP LLC
Managed by Peter W. Boylan
Automatically Tracked
Veteran private equity and operating executive focused on growth buyouts and operational improvement across industrials and services. Peter W. Boylan is known for leading turnaround initiatives, board-level governance, and portfolio company value creation through margin expansion and strategic M&A. Institutional investors view him as a pragmatic deal operator with experience managing sponsor relationships, executing exits and aligning management incentives.
Veteran private equity and operating executive focused on growth buyouts and operational improvement across industrials and services. Peter W. Boylan is known for leading turnaround initiatives, board-level governance, and portfolio company value creation through margin expansion and strategic M&A. Institutional investors view him as a pragmatic deal operator with experience managing sponsor relationships, executing exits and aligning management incentives.
Investment Philosophy & Strategy
Prioritizes hands-on growth buyouts and turnarounds in industrials and services, combining operational improvement with strategic M&A to drive margin expansion. Focuses on control-oriented investments where board governance and aligned management incentives enable accelerated execution of cost and revenue initiatives. Capital allocation emphasizes targeted capex and bolt-on acquisitions to scale core platforms, with a medium-term (3–7 year) exit horizon oriented to strategic sales or buyouts. Risk discipline centers on performance KPIs, cash conversion and pragmatic sponsor alignment.
Prioritizes hands-on growth buyouts and turnarounds in industrials and services, combining operational improvement with strategic M&A to drive margin expansion. Focuses on control-oriented investments where board governance and aligned management incentives enable accelerated execution of cost and revenue initiatives. Capital allocation emphasizes targeted capex and bolt-on acquisitions to scale core platforms, with a medium-term (3–7 year) exit horizon oriented to strategic sales or buyouts. Risk discipline centers on performance KPIs, cash conversion and pragmatic sponsor alignment.
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:
2.96%
Gain -0.48%
Monthly
0.99%
Yearly
2.96%
Drawdown
7.88%
$0
Equity
Holdings
$0
Investment
$0
$804.15
Profit -$135.9
Realized
$804.15
Unrealized
$0
Dividends
$35.73
Goals
Avg. 84% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$135.9
Win %
100%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$135.9
Win %
100%
This Month
Compared to last month
Gain
0.26%
Profit
$72.9
Win %
100%
This Year
Compared to last year
Gain
3.42%
Profit
$922.5
Win %
100%
QQQ Invesco QQQ Trust, Series 1
+$544.68
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Events
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Dividends
Dividend Analysis
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| Trades 1 | Longs Won 1/1 100% | Profit Factor - |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $0 |
| Average Win $508.95 | Best Trade (Dec 30) $508.95 | Sharpe Ratio 0 |
| Average Loss $0 | Worst Trade - | Z-Score 0 (0%) |
| Commissions $0 | Avg. Trade Length 3m 1d | Expectancy $804.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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Option values are updated at end of day.
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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 Peter W. Boylan?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $544.68. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Peter W. Boylan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $35.73 earned over time. The largest contributors to dividend income include Invesco QQQ Trust, Series 1 - $35.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Peter W. Boylan's monthly returns?
Peter W. Boylan'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 Peter W. Boylan's strategy be considered aggressive or moderate?
It is difficult to clearly classify Peter W. Boylan's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Peter W. Boylan's strategy?
It is difficult to determine whether Peter W. Boylan's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
