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Robert Newson Portfolio
Invests via Ask Capital Management LLC | Managed by Robert Newson
Invests via Ask Capital Management LLC
Managed by Robert Newson
Automatically Tracked
Seasoned growth-stage investor and operator focused on software, fintech and digital marketplaces. Robert Newson brings experience in venture and private equity investing, M&A execution and board governance, having led sourcing, diligencing and value creation initiatives across scale-ups. Known for strategic operating involvement with portfolio companies and capital raise execution. Educated at top-tier institutions with both investing and entrepreneurial background.
Seasoned growth-stage investor and operator focused on software, fintech and digital marketplaces. Robert Newson brings experience in venture and private equity investing, M&A execution and board governance, having led sourcing, diligencing and value creation initiatives across scale-ups. Known for strategic operating involvement with portfolio companies and capital raise execution. Educated at top-tier institutions with both investing and entrepreneurial background.
Investment Philosophy & Strategy
Operates as a hands-on growth-stage investor concentrating on software, fintech and digital marketplaces. Prefers high-margin SaaS and platform businesses with clear unit economics and scalable go-to-market models. Blends venture and PE playbooks: selective stage-appropriate capital, active board-level governance, and operational value creation to accelerate revenue scaling and margin expansion. Time horizon is multi-year with staged capital tranches, rigorous due diligence, and pragmatic exit orientation via strategic sale or growth rounds.
Operates as a hands-on growth-stage investor concentrating on software, fintech and digital marketplaces. Prefers high-margin SaaS and platform businesses with clear unit economics and scalable go-to-market models. Blends venture and PE playbooks: selective stage-appropriate capital, active board-level governance, and operational value creation to accelerate revenue scaling and margin expansion. Time horizon is multi-year with staged capital tranches, rigorous due diligence, and pragmatic exit orientation via strategic sale or growth rounds.
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:
65.98%
Gain -0.68%
Monthly
2.7%
Yearly
37.79%
Drawdown
39.61%
$669.3M
Equity
Holdings
$669.3M
Investment
$401.2M
$268.47M
Profit -$4.61M
Realized
$371,206.82
Unrealized
$268.1M
Dividends
$6.32M
Goals
Avg. 81% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$4.61M
Win %
100%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$4.61M
Win %
100%
This Month
Compared to last month
Gain
3.09%
Profit
$20.08M
Win %
100%
This Year
Compared to last year
Gain
3.09%
Profit
$20.08M
Win %
100%
Events
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Dividends
Dividend Analysis
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| Trades 10 | Longs Won 8/10 80% | Profit Factor 458.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $84.34M |
| Average Win $33.63M | Best Trade (Aug 02) $266.87M | Sharpe Ratio -8.26 |
| Average Loss -$293,223.41 | Worst Trade (Dec 31) -$530,959.95 | Z-Score 3.73 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 3d | Expectancy $26.85M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.05% | 0.34% | 1.32% | 3.78% | 8.94% | 18.53% | 34.83% | 60.77% |
| Consecutive Losing Trades | 2,283 | 2,055 | 1,826 | 1,598 | 1,370 | 1,142 | 913 | 685 | 457 | 228 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 ABNB Airbnb, Inc. | 60,252 | $7.92M | $9.13M | - | $1.21M | 15.28% | -0.368% |
 AVGO Broadcom Inc. | 1.7M | $392.98M | $659.86M | - | $266.87M | 67.91% | +0.371% |
 FA First Advantage Corporation | 15,651 | $293,143.22 | $310,515.84 | - | $17,372.62 | 5.93% | -1.047% |
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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 Robert Newson?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $7.13M and Nu Holdings Ltd - $112,187.88. 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: First Advantage Corporation - $530,959.95 and Airbnb, Inc - $19,196.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Newson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.32M earned over time. The largest contributors to dividend income include Broadcom Inc - $6.32M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Newson's monthly returns?
Robert Newson'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 Robert Newson's strategy be considered aggressive or moderate?
Robert Newson'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 Robert Newson's strategy?
Robert Newson'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.
