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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:
12.08%
Gain +6.5%
Monthly
0.6%
Yearly
7.49%
Drawdown
37.47%
$292.74M
Equity
Holdings
$292.74M
Investment
$297.04M
$70.63M
Profit +$23.26M
Realized
$74.92M
Unrealized
-$4.3M
Dividends
$2.02M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
6.5%
Profit
$23.26M
Win %
43%
This Week
Compared To Last Week
Gain
-7.57%
Profit
-$23.97M
Win %
43%
This Month
Compared to last month
Gain
-20.84%
Profit
-$77.08M
Win %
43%
This Year
Compared to last year
Gain
-20.84%
Profit
-$77.08M
Win %
50%
CRDO Credo Technology Group Holding Ltd.
+5.28%
+$439,564.91 
LITE Lumentum Holdings Inc.
+5.04%
+$1.92M 
MRVL Marvell Technology, Inc.
+3.44%
+$775,555 
COHR Coherent Corp.
+3.41%
+$406,995 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.69%
+$377,685.46 
AMD Advanced Micro Devices, Inc.
+2.47%
+$20,824.98 
AVGO Broadcom Inc.
+2.27%
+$1.48M 
MU Micron Technology, Inc.
+1.91%
+$678,648.33 
GOOG Alphabet Inc
+1.87%
+$240,000.2 
CIEN Ciena Corporation
+1.55%
+$365,938.58 
VRT Vertiv Holdings Co
+0.99%
+$106,848 
ANET Arista Networks, Inc.
+0.88%
+$128,140 
SMH VanEck Semiconductor ETF
+0.57%
+$186,754.82 
HOOD Robinhood Markets, Inc.
+0.09%
+$1,710 
Events
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Dividends
Dividend Analysis
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| Trades 93 | Longs Won 35/93 37% | Profit Factor 2.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.22M |
| Average Win $3.82M | Best Trade (Jun 29) $47.01M | Sharpe Ratio -211.49 |
| Average Loss -$1.09M | Worst Trade (Jul 30) -$17.34M | Z-Score -0.26 (20.28%) |
| Commissions $0 | Avg. Trade Length 6m 3w 5d | Expectancy $759,411.6 |
| 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% | 0.04% | 0.3% | 1.73% | 7.89% | 30.15% |
| Consecutive Losing Trades | 269 | 242 | 215 | 189 | 162 | 135 | 108 | 81 | 54 | 27 |
Hover over the desired column for a detailed explanation.
Returns
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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 Mark Sheppard?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $47.36M, Advanced Micro Devices, Inc - $15.86M, Microsoft Corp - $9.98M, Micron Technology, Inc - $5.99M, and Dell Technologies Inc - $803,453. 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 - $1.26M, 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 $2.02M 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 appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
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.
