JS

Joseph Shenton Portfolio

Invests via Permanent Capital Management LP | Managed by Joseph Shenton
Invests via Permanent Capital Management LP
Managed by Joseph Shenton
Automatically Tracked
Tracking: 0 Updated: 7 hours ago

Seasoned venture investor and operator with experience in growth-stage technology and fintech companies. Joseph Shenton has served in senior investing and operating roles, sourcing deals, leading diligence and supporting portfolio growth across SaaS and payments verticals. Prior roles span venture capital and startup operating teams, focused on commercial scale-up, go-to-market strategy and board-level governance. Educated with a background in business and finance, brings investor-facing experience in fundraising, M&A execution and capital formation for fast-growing enterprises.

Seasoned venture investor and operator with experience in growth-stage technology and fintech companies. Joseph Shenton has served in senior investing and operating roles, sourcing deals, leading diligence and supporting portfolio growth across SaaS and payments verticals. Prior roles span venture capital and startup operating teams, focused on commercial scale-up, go-to-market strategy and board-level governance. Educated with a background in business and finance, brings investor-facing experience in fundraising, M&A execution and capital formation for fast-growing enterprises.

Investment Philosophy & Strategy

Focuses on stage-aware venture investing that prioritizes growth-stage SaaS and fintech businesses with clear revenue traction and repeatable go-to-market motion. Prefers capital allocation toward companies where board-level engagement, commercial scaling and sales-led expansion unlock asymmetric value. Investment decisions blend unit-economics discipline with product-market fit signals, favoring durable margins and network effects. Holds a multi-year horizon, uses active governance to de-risk execution, and pursues follow-on reserve strategies while aligning incentives through founder-friendly term structures.

Focuses on stage-aware venture investing that prioritizes growth-stage SaaS and fintech businesses with clear revenue traction and repeatable go-to-market motion. Prefers capital allocation toward companies where board-level engagement, commercial scaling and sales-led expansion unlock asymmetric value. Investment decisions blend unit-economics discipline with product-market fit signals, favoring durable margins and network effects. Holds a multi-year horizon, uses active governance to de-risk execution, and pursues follow-on reserve strategies while aligning incentives through founder-friendly term structures.

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:
28.89%
Gain +0.1%
Monthly
0.98%
Yearly
12.41%
Drawdown
10.79%
$764.19M
Equity
Holdings
$764.19M
Investment
$667.43M
$126.83M
Profit +$869,446.65
Realized
$30.07M
Unrealized
$96.76M
Dividends
$19.48M

Goals

Avg. 74% completed goals
Yearly
Gain > 5%
2026
48%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.1%
Profit
$869,446.65
Win %
69%
This Week
Compared To Last Week
Gain
0.11%
Profit
$869,446.65
Win %
69%
This Month
Compared to last month
Gain
2.77%
Profit
$20.6M
Win %
69%
This Year
Compared to last year
Gain
2.39%
Profit
$17.94M
Win %
67%
Hewlett Packard Enterprise Company logo
HPE Hewlett Packard Enterprise Company
+8.11%
+$45,828.72
Roundhill Memory ETF logo
DRAM Roundhill Memory ETF
+7.68%
+$25,348.53
Fermi Inc. logo
FRMI Fermi Inc.
+6.74%
+$28,800
Teradyne, Inc. logo
TER Teradyne, Inc.
+6.11%
+$13,513.94
BGC Group, Inc. logo
BGC BGC Group, Inc.
+5.91%
+$17,026.8
Immuneering Corporation logo
IMRX Immuneering Corporation
+5.62%
+$40,500
Madison Square Garden Sports Corp. logo
MSGS Madison Square Garden Sports Corp.
+5.25%
+$13,381.2
Corning Incorporated logo
GLW Corning Incorporated
+5.18%
+$23,892
Micron Technology, Inc. logo
MU Micron Technology, Inc.
+4.92%
+$23,181.32
Lam Research Corporation logo
LRCX Lam Research Corporation
+4.72%
+$18,036.89
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+4.29%
+$27,791.86
Atlanta Braves Holdings, Inc. Series A Common Stock logo
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+3.99%
+$10,850
Intel Corporation logo
INTC Intel Corporation
+3.32%
+$19,543.68
Digital Realty Trust, Inc. logo
DLR Digital Realty Trust, Inc.
+3.28%
+$16,600
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+3.03%
+$152,031.21
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.87%
+$9,908.4
GE Vernova Inc. logo
GEV GE Vernova Inc.
+2.77%
+$8,910.36
XPO Inc. logo
XPO XPO Inc.
+2.72%
+$8,841.86
Hilton Worldwide Holdings Inc. logo
HLT Hilton Worldwide Holdings Inc.
+2.5%
+$7,098.74
Walmart Inc. logo
WMT Walmart Inc.
+2.43%
+$28,553.25
Alliant Energy Corporation logo
LNT Alliant Energy Corporation
+2.42%
+$6,391
Interactive Brokers Group Inc. logo
IBKR Interactive Brokers Group Inc.
+2.09%
+$7,760.64
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+1.92%
+$5,432.12
Northern Trust Corporation logo
NTRS Northern Trust Corporation
+1.89%
+$21,339.05
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+1.81%
+$7,284.04
Kennametal Inc. logo
KMT Kennametal Inc.
+1.79%
+$4,071.6
Ars Pharmaceuticals Inc logo
SPRY Ars Pharmaceuticals Inc
+1.68%
+$4,338.3
Bwx Technologies Inc. logo
BWXT Bwx Technologies Inc.
+1.68%
+$10,798.61
Horizon Technology Finance Corporation logo
HRZN Horizon Technology Finance Corporation
+1.64%
+$3,373.2
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
+1.63%
+$54,272.13
Capital One Financial Corporation logo
COF Capital One Financial Corporation
+1.5%
+$22,566.18
Caterpillar Inc. logo
CAT Caterpillar Inc.
+1.45%
+$66,836.84
FedEx Corporation logo
FDX FedEx Corporation
+1.35%
+$3,103.11
Citigroup Inc. logo
C Citigroup Inc.
+1.33%
+$11,149.6
Timken Co. logo
TKR Timken Co.
+1.33%
+$4,907.73
Medline Inc. logo
MDLN Medline Inc.
+1.31%
+$2,760.91
Primo Brands Corp. Common Stock logo
PRMB Primo Brands Corp. Common Stock
+1.27%
+$9,202.5
Bank of America Corporation logo
BAC Bank of America Corporation
+1.27%
+$9,662.49
CareTrust REIT Inc. logo
CTRE CareTrust REIT Inc.
+1.24%
+$4,180.8
SL Green Realty Corp. logo
SLG SL Green Realty Corp.
+1.24%
+$3,106.38
Cannae Holdings Inc. logo
CNNE Cannae Holdings Inc.
+1.21%
+$5,940
Targa Resources Corp. logo
TRGP Targa Resources Corp.
+1.21%
+$3,416.41
Becton, Dickinson and Company logo
BDX Becton, Dickinson and Company
+1.2%
+$9,281.09
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+1.19%
+$6,374.94
Honeywell Aerospace Inc. logo
HONA Honeywell Aerospace Inc.
+1.13%
+$6,442.18
Life360, Inc. logo
LIF Life360, Inc.
+1.11%
+$7,737.12
ConocoPhillips logo
COP ConocoPhillips
+1.1%
+$4,330.44
Live Nation Entertainment, Inc. logo
LYV Live Nation Entertainment, Inc.
+1.09%
+$2,806
Suburban Propane Partners L.P. logo
SPH Suburban Propane Partners L.P.
+1.08%
+$3,441.66
Invesco KBW Bank ETF logo
KBWB Invesco KBW Bank ETF
+1.08%
+$9,249.56
Apple Hospitality REIT, Inc. logo
APLE Apple Hospitality REIT, Inc.
+1.03%
+$2,675.2
SPDR Gold Shares logo
GLD SPDR Gold Shares
+0.99%
+$32,301.88
Essent Group Ltd. logo
ESNT Essent Group Ltd.
+0.98%
+$2,534.4
Helmerich & Payne Inc. logo
HP Helmerich & Payne Inc.
+0.96%
+$2,542
MGIC Investment Corporation logo
MTG MGIC Investment Corporation
+0.96%
+$2,525.9
Ameren Corporation logo
AEE Ameren Corporation
+0.93%
+$2,943
Prologis Inc. logo
PLD Prologis Inc.
+0.88%
+$7,247.16
KeyCorp logo
KEY KeyCorp
+0.88%
+$2,672.6
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.87%
+$9,916.09
Acacia Research Corporation logo
ACTG Acacia Research Corporation
+0.87%
+$1,200
Butterfly Network, Inc. logo
BFLY Butterfly Network, Inc.
+0.85%
+$6,000
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
+0.84%
+$2,359.6
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.84%
+$411,981.19
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+0.84%
+$3,200.38
Hallador Energy Company logo
HNRG Hallador Energy Company
+0.83%
+$1,531.01
JBS N.V. logo
JBS JBS N.V.
+0.77%
+$1,980
VanEck Junior Gold Miners ETF logo
GDXJ VanEck Junior Gold Miners ETF
+0.75%
+$2,233.01
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$7,470.74
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.71%
+$8,671.32
Terex Corporation logo
TEX Terex Corporation
+0.69%
+$1,612.1
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
+0.66%
+$28,789.38
Crown Holdings Inc. logo
CCK Crown Holdings Inc.
+0.58%
+$2,664.89
Invesco Ltd. logo
IVZ Invesco Ltd.
+0.57%
+$1,943.64
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
+0.57%
+$6,892.08
McDonald's Corporation logo
MCD McDonald's Corporation
+0.56%
+$2,371.52
Sprott Physical Silver Trust logo
PSLV Sprott Physical Silver Trust
+0.56%
+$1,886.76
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+0.56%
+$5,202.45
M&T Bank Corporation logo
MTB M&T Bank Corporation
+0.55%
+$1,579.04
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
+0.48%
+$84,748.44
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
+0.47%
+$41,695.12
PG&E Corporation logo
PCG PG&E Corporation
+0.46%
+$3,646.16
Special Opportunities Fund logo
SPE Special Opportunities Fund
+0.45%
+$1,357.8
Golar LNG Ltd. logo
GLNG Golar LNG Ltd.
+0.45%
+$6,623.08
UBS Group AG logo
UBS UBS Group AG
+0.45%
+$15,474.48
Vanguard Total World Stock ETF logo
VT Vanguard Total World Stock ETF
+0.44%
+$823,904.35
Eli Lilly and Company logo
LLY Eli Lilly and Company
+0.43%
+$2,861.43
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.42%
+$6,091.14
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.41%
+$6,418.36
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+0.38%
+$2,725.71
Dimensional International Core Equity Market ETF logo
DFAI Dimensional International Core Equity Market ETF
+0.35%
+$1,083.3
S&P Global Inc. logo
SPGI S&P Global Inc.
+0.34%
+$1,459.35
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
+0.33%
+$7,387.92
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+0.32%
+$1,250.48
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$29,985.23
Deere & Company logo
DE Deere & Company
+0.29%
+$2,691.79
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.29%
+$6,805.18
Northrop Grumman Corporation logo
NOC Northrop Grumman Corporation
+0.28%
+$736.76
Waters Corporation logo
WAT Waters Corporation
+0.28%
+$1,504.19
Dimensional International Value ETF logo
DFIV Dimensional International Value ETF
+0.28%
+$1,547.2
The Coca-Cola Company logo
KO The Coca-Cola Company
+0.27%
+$2,820.49
Virtus Dividend, Interest & Premium Strategy Fund logo
NFJ Virtus Dividend, Interest & Premium Strategy Fund
+0.26%
+$680.96
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.25%
+$533.13
Invesco FTSE RAFI US 1000 ETF logo
PRF Invesco FTSE RAFI US 1000 ETF
+0.25%
+$880.04
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.25%
+$8,077.01
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.25%
+$443,152.31
Capital Southwest Corporation logo
CSWC Capital Southwest Corporation
+0.24%
+$589.21
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+0.24%
+$443.45
MSCI Inc. logo
MSCI MSCI Inc.
+0.23%
+$561.59
Avantis U.S. Small Cap Value ETF logo
AVUV Avantis U.S. Small Cap Value ETF
+0.23%
+$651.92
Regal Rexnord Corporation logo
RRX Regal Rexnord Corporation
+0.2%
+$521.5
Dimensional U.S. Core Equity 2 ETF logo
DFAC Dimensional U.S. Core Equity 2 ETF
+0.2%
+$472.5
WisdomTree U.S. Quality Dividend Growth Fund logo
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.19%
+$1,091.55
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
+0.18%
+$3,488.55
News Corporation logo
NWSA News Corporation
+0.14%
+$1,054.44
iShares S&P 100 ETF logo
OEF iShares S&P 100 ETF
+0.13%
+$1,605.96
Quest Diagnostics Inc. logo
DGX Quest Diagnostics Inc.
+0.11%
+$2,890.62
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$71,670.83
Garmin Ltd. logo
GRMN Garmin Ltd.
+0.11%
+$462.67
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
+0.1%
+$359.31
iShares 7-10 Year Treasury Bond ETF logo
IEF iShares 7-10 Year Treasury Bond ETF
+0.1%
+$217.17
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$383.18
Old Republic International Corp. logo
ORI Old Republic International Corp.
+0.09%
+$337.12
Vanguard Intermediate-Term Treasury Fund logo
VGIT Vanguard Intermediate-Term Treasury Fund
+0.09%
+$30,044.2
AES Corporation logo
AES AES Corporation
+0.07%
+$219.15
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
+0.05%
+$143.52
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+0.05%
+$312.4
WisdomTree Floating Rate Treasury Fund logo
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$5,575.62
AGNC Investment Corp. 10.1219% Perpetual Preferred Stock logo
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0
Enbridge Inc. Preferred Stock 2.983% Perpetual logo
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0
People Incorporated logo
IAC People Incorporated
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
SPDR Portfolio Long Term Treasury ETF logo
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0
Honeywell International Inc. logo
HONIV Honeywell International Inc.
0%
$0
Cencora, Inc. logo
COR Cencora, Inc.
-5.9%
-$15,385.7
O-I Glass, Inc. logo
OI O-I Glass, Inc.
-5.59%
-$74,711.2
Aura Biosciences Inc. logo
AURA Aura Biosciences Inc.
-3.61%
-$18,087.01
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-3.38%
-$48,850.75
Qxo Inc. logo
QXO Qxo Inc.
-3.34%
-$25,753.52
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-3.12%
-$7,525.06
Take-Two Interactive Software, Inc. logo
TTWO Take-Two Interactive Software, Inc.
-2.99%
-$12,045
General Motors Company logo
GM General Motors Company
-2.9%
-$32,768.68
Cardinal Health Inc. logo
CAH Cardinal Health Inc.
-2.54%
-$20,849.77
Progressive Corporation logo
PGR Progressive Corporation
-2.35%
-$14,382.27
Spotify Technology S.A. logo
SPOT Spotify Technology S.A.
-2.27%
-$5,870.99
Microsoft Corp. logo
MSFT Microsoft Corp.
-2.26%
-$830,831.04
Cadiz Inc. logo
CDZI Cadiz Inc.
-2.25%
-$43,014.4
Alaska Air Group Inc. logo
ALK Alaska Air Group Inc.
-2.13%
-$34,091.97
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
-2.04%
-$11,234.6
Expand Energy Corporation logo
EXE Expand Energy Corporation
-2%
-$52,204.6
Microchip Technology Incorporated logo
MCHP Microchip Technology Incorporated
-1.95%
-$3,722.47
Amazon.com Inc logo
AMZN Amazon.com Inc
-1.83%
-$83,093.31
Reddit Inc Class A logo
RDDT Reddit Inc Class A
-1.75%
-$6,291.04
Tesla, Inc. logo
TSLA Tesla, Inc.
-1.59%
-$8,082.48
International Paper Company logo
IP International Paper Company
-1.58%
-$4,995.54
American International Group Inc. logo
AIG American International Group Inc.
-1.51%
-$15,055.56
TopBuild Corp logo
BLD TopBuild Corp
-1.45%
-$3,514.56
RPM International Inc. logo
RPM RPM International Inc.
-1.36%
-$4,881.3
Brunswick Corporation logo
BC Brunswick Corporation
-1.33%
-$11,588.4
AXIS Capital Holdings Limited logo
AXS AXIS Capital Holdings Limited
-1.28%
-$12,968.37
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
-1.25%
-$5,600.82
Marsh & McLennan Companies, Inc. logo
MRSH Marsh & McLennan Companies, Inc.
-1.25%
-$7,772.28
iShares China Large-Cap ETF logo
FXI iShares China Large-Cap ETF
-1.21%
-$3,214.25
Dick's Sporting Goods, Inc. logo
DKS Dick's Sporting Goods, Inc.
-1.16%
-$3,768.3
Aurora Innovation, Inc. logo
AUR Aurora Innovation, Inc.
-1.15%
-$48,256
Trane Technologies plc logo
TT Trane Technologies plc
-1.12%
-$2,526.47
CNX Resources Corporation logo
CNX CNX Resources Corporation
-1.08%
-$2,760.03
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
-1.04%
-$11,471.2
International Business Machines Corporation logo
IBM International Business Machines Corporation
-1.02%
-$10,487.12
Visa Inc. Class A logo
V Visa Inc. Class A
-0.94%
-$6,504.22
Boeing Company logo
BA Boeing Company
-0.87%
-$8,202.88
Apple Inc. logo
AAPL Apple Inc.
-0.87%
-$38,671.08
Baker Hughes Company logo
BKR Baker Hughes Company
-0.82%
-$2,011.88
Snap-on Inc. logo
SNA Snap-on Inc.
-0.81%
-$2,972.6
Genuine Parts Company logo
GPC Genuine Parts Company
-0.8%
-$2,291.75
Smurfit WestRock PLC logo
SW Smurfit WestRock PLC
-0.75%
-$4,462.57
General Electric Company logo
GE General Electric Company
-0.74%
-$1,755.4
Edwards Lifesciences Corporation logo
EW Edwards Lifesciences Corporation
-0.65%
-$1,553.67
Fortinet Inc. logo
FTNT Fortinet Inc.
-0.65%
-$1,633.8
National Fuel Gas Company logo
NFG National Fuel Gas Company
-0.64%
-$1,976.9
Marinemax Inc. logo
HZO Marinemax Inc.
-0.63%
-$10,386.42
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-0.61%
-$4,856.34
BP p.l.c. Sponsored ADR logo
BP BP p.l.c. Sponsored ADR
-0.53%
-$4,238.67
AbbVie Inc. logo
ABBV AbbVie Inc.
-0.53%
-$4,817.28
Omnicom Group Inc. logo
OMC Omnicom Group Inc.
-0.51%
-$1,902.56
United States Copper Index Fund logo
CPER United States Copper Index Fund
-0.5%
-$1,116
Howard Hughes Holdings Inc. logo
HHH Howard Hughes Holdings Inc.
-0.46%
-$3,719.99
Cal-Maine Foods Inc. logo
CALM Cal-Maine Foods Inc.
-0.42%
-$1,701
Essex Property Trust, Inc. logo
ESS Essex Property Trust, Inc.
-0.42%
-$1,307.8
Republic Services, Inc. logo
RSG Republic Services, Inc.
-0.38%
-$1,170.14
MGM Resorts International logo
MGM MGM Resorts International
-0.34%
-$4,269.45
P10 Inc. logo
RPC P10 Inc.
-0.34%
-$410.46
Best Buy Co., Inc. logo
BBY Best Buy Co., Inc.
-0.34%
-$960.4
GDL Fund logo
GDL GDL Fund
-0.3%
-$253.28
Teck Resources Ltd. logo
TECK Teck Resources Ltd.
-0.29%
-$4,089.94
ISHARES MSCI INDIA ETF logo
INDA ISHARES MSCI INDIA ETF
-0.28%
-$663.6
SM Energy Company logo
SM SM Energy Company
-0.28%
-$788.85
Kovitz Core Equity ETF logo
EQTY Kovitz Core Equity ETF
-0.24%
-$10,087.43
Aramark logo
ARMK Aramark
-0.2%
-$798.12
Alphabet Inc logo
GOOG Alphabet Inc
-0.18%
-$3,741.57
UGI Corporation logo
UGI UGI Corporation
-0.17%
-$512.72
iShares 3 Year International Treasury Bond ETF logo
ISHG iShares 3 Year International Treasury Bond ETF
-0.17%
-$547.37
Saba Capital Income & Opportunities Fund logo
BRW Saba Capital Income & Opportunities Fund
-0.15%
-$155.39
iShares Bitcoin Trust logo
IBIT iShares Bitcoin Trust
-0.14%
-$357.1
Black Hills Corporation logo
BKH Black Hills Corporation
-0.14%
-$388
Alphabet Inc logo
GOOGL Alphabet Inc
-0.08%
-$2,605.78
Nucor Corporation logo
NUE Nucor Corporation
-0.05%
-$199.51
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-0.03%
-$258.85
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$72.12
Loews Corporation logo
L Loews Corporation
-0.02%
-$309.08
Constellation Brands, Inc. logo
STZ Constellation Brands, Inc.
-0.01%
-$53.8
Broadcom Inc. logo
AVGO Broadcom Inc.
-0.01%
-$122.11
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Dividends

Dividend Analysis

Yearly
$
Trades
843
Longs Won
541/843 64%
Profit Factor
8.82
Profitability
Shorts Won
0/0 0%
Standard Deviation
$1.16M
Average Win
$264,409.45
Best Trade
(Aug 14) $24.71M
Sharpe Ratio
-11.3
Average Loss
-$53,702.08
Worst Trade
(Dec 31) -$1.68M
Z-Score
5.16 (100%)
Commissions
$0
Avg. Trade Length
9m 1d
Expectancy
$150,447.79
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 14,286 12,857 11,429 10,000 8,571 7,143 5,714 4,286 2,857 1,429
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Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
14,538 $3.25M $4.39M - $1.14M 35.02%
-0.872%
AbbVie Inc. logo
ABBV AbbVie Inc.
3,622 $718,379.9 $901,008.68 - $182,628.78 25.42%
-0.532%
Acacia Research Corporation logo
ACTG Acacia Research Corporation
30,000 $97,499.98 $139,800 - $42,300.02 43.38%
+0.866%
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
54,862 $7.58M $8.87M - $1.28M 16.93%
+0.472%
Ameren Corporation logo
AEE Ameren Corporation
2,943 $210,757.69 $320,257.26 - $109,499.57 51.96%
+0.927%
AES Corporation logo
AES AES Corporation
21,915 $303,705.98 $322,369.65 - $18,663.67 6.15%
+0.068%
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
651,553 $64.48M $63.48M - -$995,636.04 -1.54%
+0.113%
AGNC Investment Corp. 10.1219% Perpetual Preferred Stock logo
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
21,060 $536,808.8 $539,978.4 - $3,169.6 0.59%
0.0
American International Group Inc. logo
AIG American International Group Inc.
12,868 $1.01M $979,769.52 - -$30,912.1 -3.06%
-1.513%
Alaska Air Group Inc. logo
ALK Alaska Air Group Inc.
33,099 $1.61M $1.57M - -$45,974.46 -2.85%
-2.128%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
1,233 $252,444.68 $675,868.97 - $423,424.29 167.73%
+4.288%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
846 $491,450 $408,558.77 - -$82,891.23 -16.87%
+1.815%
Amazon.com Inc logo
AMZN Amazon.com Inc
16,652 $3.44M $4.45M - $1.01M 29.28%
-1.833%
Apple Hospitality REIT, Inc. logo
APLE Apple Hospitality REIT, Inc.
16,720 $226,825.48 $263,005.6 - $36,180.12 15.95%
+1.028%
Aramark logo
ARMK Aramark
6,651 $255,398.3 $401,387.85 - $145,989.55 57.16%
-0.198%
Aurora Innovation, Inc. logo
AUR Aurora Innovation, Inc.
603,200 $4.06M $4.14M - $87,464.12 2.16%
-1.151%
Aura Biosciences Inc. logo
AURA Aura Biosciences Inc.
62,369 $385,440.25 $483,359.75 - $97,919.5 25.4%
-3.607%
Broadcom Inc. logo
AVGO Broadcom Inc.
4,072 $930,331.25 $1.69M - $763,824.35 82.1%
-0.007%
Avantis U.S. Small Cap Value ETF logo
AVUV Avantis U.S. Small Cap Value ETF
2,248 $280,504 $286,642.48 - $6,138.48 2.19%
+0.228%
AXIS Capital Holdings Limited logo
AXS AXIS Capital Holdings Limited
10,053 $967,500.56 $999,569.79 - $32,069.23 3.31%
-1.281%
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FAQ
Which stocks have generated the highest profits for Joseph Shenton?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Equal Weight ETF - $8.57M, Aurora Innovation, Inc - $5.76M, Vanguard S&P 500 ETF - $5.25M, Vanguard Intermediate-Term Treasury Fund - $4M, and Vanguard Small-Cap ETF - $2.9M. 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: KraneShares California Carbon Allowance Strategy ETF - $739,090.49, Alight Inc - $363,800, Toast Inc - $321,978, Teck Resources Ltd - $257,381.23, and Bunge Global S.A - $213,872.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joseph Shenton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.48M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $3.94M, Vanguard S&P 500 ETF - $2.66M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.17M, iShares Core U.S. Aggregate Bond ETF - $2.12M, and WisdomTree Floating Rate Treasury Fund - $1.93M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joseph Shenton's monthly returns?
Joseph Shenton'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 Joseph Shenton's strategy be considered aggressive or moderate?
Joseph Shenton's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Joseph Shenton's strategy?
Joseph Shenton's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
Account USV