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Mark Sheppard Portfolio
Invests via M & L Capital Management Ltd. | Managed by Mark Sheppard, Richard Morgan
Invests via M & L Capital Management Ltd.
Managed by Mark Sheppard, Richard Morgan
Automatically Tracked
Mark Sheppard Profile
With a rich background in finance and entrepreneurship, Mark Sheppard has built a notable career focused on developing innovative market solutions. Known for his role in founding multiple successful ventures, he leverages substantial industry insight to drive growth and operational excellence. His leadership experience extends across diverse sectors where he has spearheaded initiatives that connect emerging technologies with strategic investment opportunities. Committed to fostering business collaboration and sustainable practices, Sheppard is recognized for his influential contributions at the intersection of innovation and capital deployment, marking him as a relevant figure in today’s dynamic investment landscape.
With a rich background in finance and entrepreneurship, Mark Sheppard has built a notable career focused on developing innovative market solutions. Known for his role in founding multiple successful ventures, he leverages substantial industry insight to drive growth and operational excellence. His leadership experience extends across diverse sectors where he has spearheaded initiatives that connect emerging technologies with strategic investment opportunities. Committed to fostering business collaboration and sustainable practices, Sheppard is recognized for his influential contributions at the intersection of innovation and capital deployment, marking him as a relevant figure in today’s dynamic investment landscape.
Investment Philosophy & Strategy
Investment opportunities are continuously evolving, and Mark Sheppard stands at the forefront of this dynamic landscape. With a penchant for identifying innovative solutions, he draws upon his entrepreneurial acumen to shape strategic initiatives that embrace technological advancements. The emphasis on fostering collaboration between stakeholders underscores his approach to building sustainable business models. His commitment to operational efficiency complements a sharp eye for transformative growth prospects across diverse industries. By leveraging insights from both finance and technology sectors, he adeptly navigates complex investment strategies designed to capitalize on future trends.
Investment opportunities are continuously evolving, and Mark Sheppard stands at the forefront of this dynamic landscape. With a penchant for identifying innovative solutions, he draws upon his entrepreneurial acumen to shape strategic initiatives that embrace technological advancements. The emphasis on fostering collaboration between stakeholders underscores his approach to building sustainable business models. His commitment to operational efficiency complements a sharp eye for transformative growth prospects across diverse industries. By leveraging insights from both finance and technology sectors, he adeptly navigates complex investment strategies designed to capitalize on future trends.
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:
26.95%
Gain +2.27%
Monthly
1.18%
Yearly
15.11%
Drawdown
32.35%
$321.39M
Equity
Holdings
$321.39M
Investment
$297.04M
$120.63M
Profit +$8.9M
Realized
$96.27M
Unrealized
$24.36M
Dividends
$2.04M
Goals
Avg. 17.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.27%
Profit
$8.9M
Win %
50%
This Week
Compared To Last Week
Gain
1.46%
Profit
$4.62M
Win %
50%
This Month
Compared to last month
Gain
0.09%
Profit
$277,425.18
Win %
50%
This Year
Compared to last year
Gain
-13.1%
Profit
-$48.43M
Win %
50%
BE Bloom Energy Corporation
+7.71%
+$157,950 
COHR Coherent Corp.
+4.26%
+$516,829.9 
AMKR Amkor Technology Inc.
+4.14%
+$81,180 
LITE Lumentum Holdings Inc.
+4.05%
+$1.86M 
AMD Advanced Micro Devices, Inc.
+3.38%
+$27,421.02 
CIEN Ciena Corporation
+2.48%
+$500,293.5 
VRT Vertiv Holdings Co
+2.27%
+$236,141.13 
AVGO Broadcom Inc.
+2.12%
+$1.33M 
SMH VanEck Semiconductor ETF
+1.43%
+$477,823.5 
MRVL Marvell Technology, Inc.
+1.19%
+$316,675 
ANET Arista Networks, Inc.
+1.17%
+$194,790 
HOOD Robinhood Markets, Inc.
+0.52%
+$11,970 
MU Micron Technology, Inc.
+0.15%
+$65,567.91 Events
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Dividends
Dividend Analysis
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| Trades 93 | Longs Won 45/93 48% | Profit Factor 3.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.4M |
| Average Win $3.78M | Best Trade (Jun 29) $47.01M | Sharpe Ratio -15.65 |
| Average Loss -$1.03M | Worst Trade (Aug 02) -$13.83M | Z-Score -1.03 (69.9%) |
| Commissions $0 | Avg. Trade Length 7m 1w 4d | Expectancy $1.3M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 1.12% | 12% |
| Consecutive Losing Trades | 313 | 282 | 250 | 219 | 188 | 156 | 125 | 94 | 63 | 31 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 46,200 | $22.32M | $13.76M | - | -$8.55M | -38.32% | -4.019% |
| AMD Advanced Micro Devices, Inc. | 1,700 | $987,547 | $839,290.02 | - | -$148,256.98 | -15.01% | +3.378% |
| AMKR Amkor Technology Inc. | 41,000 | $3.54M | $2.04M | - | -$1.5M | -42.31% | +4.145% |
| ANET Arista Networks, Inc. | 86,000 | $9.51M | $16.86M | - | $7.35M | 77.37% | +1.169% |
| AVGO Broadcom Inc. | 175,800 | $44.38M | $64.25M | - | $19.87M | 44.79% | +2.115% |
| BE Bloom Energy Corporation | 8,100 | $1.1M | $2.21M | - | $1.11M | 101.03% | +7.711% |
| CIEN Ciena Corporation | 62,930 | $19.14M | $20.7M | - | $1.56M | 8.15% | +2.477% |
| COHR Coherent Corp. | 43,000 | $9.92M | $12.64M | - | $2.71M | 27.35% | +4.264% |
 CRDO Credo Technology Group Holding Ltd. | 41,100 | $11.18M | $6.93M | - | -$4.25M | -38% | -1.145% |
 GOOG Alphabet Inc | 36,980 | $12.11M | $12.27M | - | $159,693.9 | 1.32% | -1.08% |
| HOOD Robinhood Markets, Inc. | 19,000 | $2.08M | $2.33M | - | $255,790 | 12.32% | +0.516% |
| LITE Lumentum Holdings Inc. | 52,030 | $23.48M | $47.71M | - | $24.23M | 103.2% | +4.054% |
| MRVL Marvell Technology, Inc. | 119,500 | $35.6M | $27.03M | - | -$8.57M | -24.07% | +1.185% |
| MU Micron Technology, Inc. | 41,763 | $48.21M | $42.52M | - | -$5.69M | -11.79% | +0.154% |
| SMH VanEck Semiconductor ETF | 59,100 | $38.76M | $33.99M | - | -$4.77M | -12.32% | +1.426% |
 SPCX Space Exploration Technologies Corp. Class A | 34,500 | $5.89M | $5.06M | - | -$834,900 | -14.16% | -0.872% |
| VRT Vertiv Holdings Co | 37,100 | $8.85M | $10.64M | - | $1.79M | 20.22% | +2.269% |
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FAQ
Which stocks have generated the highest profits for Mark Sheppard?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $47.36M, Lam Research Corporation - $17.17M, Advanced Micro Devices, Inc - $15.86M, Microsoft Corp - $9.98M, and Micron Technology, Inc - $5.97M. 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: Alphabet Inc - $1.25M, Intuitive Surgical, Inc - $1.08M, Liberty Media Corporation Series C Formula One Group Common Stock - $839,193.72, AeroVironment Inc - $792,404, and Synopsys, Inc - $696,762. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Sheppard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.04M earned over time. The largest contributors to dividend income include Microsoft Corp - $647,362, Broadcom Inc - $516,350, NVIDIA Corporation - $351,210, Dell Technologies Inc - $161,336, and iShares 0-3 Month Treasury Bond ETF - $128,160.55. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Sheppard's monthly returns?
Mark Sheppard's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Mark Sheppard's strategy be considered aggressive or moderate?
Mark Sheppard's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Mark Sheppard's strategy?
Mark Sheppard'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.
