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: 8 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:
26.65%
Gain -0.3%
Monthly
0.86%
Yearly
10.84%
Drawdown
10.79%
$754.04M
Equity
Holdings
$754.04M
Investment
$667.43M
$116.68M
Profit -$1.65M
Realized
$30.07M
Unrealized
$86.61M
Dividends
$21.62M

Goals

Avg. 60.5% completed goals
Yearly
Gain > 5%
2026
21%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$1.65M
Win %
63%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$5.6M
Win %
63%
This Month
Compared to last month
Gain
0.59%
Profit
$4.44M
Win %
63%
This Year
Compared to last year
Gain
1.03%
Profit
$7.8M
Win %
63%
Cadiz Inc. logo
CDZI Cadiz Inc.
+5.38%
+$110,224.4
Dick's Sporting Goods, Inc. logo
DKS Dick's Sporting Goods, Inc.
+4.39%
+$9,842.1
Honeywell Aerospace Inc. logo
HONA Honeywell Aerospace Inc.
+3.48%
+$19,533.15
Apple Hospitality REIT, Inc. logo
APLE Apple Hospitality REIT, Inc.
+3.41%
+$9,614
JBS N.V. logo
JBS JBS N.V.
+3.34%
+$8,415
Primo Brands Corp. Common Stock logo
PRMB Primo Brands Corp. Common Stock
+3.06%
+$17,791.5
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
+2.65%
+$30,178.08
Citigroup Inc. logo
C Citigroup Inc.
+2.62%
+$19,896.8
Nucor Corporation logo
NUE Nucor Corporation
+2.52%
+$9,134.25
Targa Resources Corp. logo
TRGP Targa Resources Corp.
+2.35%
+$7,034.44
Northrop Grumman Corporation logo
NOC Northrop Grumman Corporation
+2.29%
+$5,161.84
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.25%
+$23,811.32
General Motors Company logo
GM General Motors Company
+2.19%
+$23,153.16
CNX Resources Corporation logo
CNX CNX Resources Corporation
+2.14%
+$5,236.98
American International Group Inc. logo
AIG American International Group Inc.
+2.12%
+$21,618.24
BP p.l.c. Sponsored ADR logo
BP BP p.l.c. Sponsored ADR
+2.12%
+$18,889.72
Expand Energy Corporation logo
EXE Expand Energy Corporation
+2.12%
+$51,139.2
Hilton Worldwide Holdings Inc. logo
HLT Hilton Worldwide Holdings Inc.
+2.1%
+$6,485.37
Capital One Financial Corporation logo
COF Capital One Financial Corporation
+2.03%
+$27,641.77
Baker Hughes Company logo
BKR Baker Hughes Company
+1.97%
+$4,061.72
Progressive Corporation logo
PGR Progressive Corporation
+1.9%
+$11,696.4
General Electric Company logo
GE General Electric Company
+1.89%
+$3,793.7
Microchip Technology Incorporated logo
MCHP Microchip Technology Incorporated
+1.88%
+$3,286.62
Aramark logo
ARMK Aramark
+1.85%
+$6,784.01
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.84%
+$3,864.68
National Fuel Gas Company logo
NFG National Fuel Gas Company
+1.84%
+$5,371.2
P10 Inc. logo
RPC P10 Inc.
+1.82%
+$2,052.3
Old Republic International Corp. logo
ORI Old Republic International Corp.
+1.8%
+$5,857.46
Ameren Corporation logo
AEE Ameren Corporation
+1.78%
+$5,429.84
SM Energy Company logo
SM SM Energy Company
+1.71%
+$5,609.6
ConocoPhillips logo
COP ConocoPhillips
+1.63%
+$7,233.09
UGI Corporation logo
UGI UGI Corporation
+1.6%
+$5,127
KeyCorp logo
KEY KeyCorp
+1.55%
+$4,142.53
The Coca-Cola Company logo
KO The Coca-Cola Company
+1.52%
+$17,168.2
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
+1.45%
+$42,731.75
Smurfit WestRock PLC logo
SW Smurfit WestRock PLC
+1.42%
+$7,055.69
Garmin Ltd. logo
GRMN Garmin Ltd.
+1.4%
+$5,608
Essent Group Ltd. logo
ESNT Essent Group Ltd.
+1.37%
+$3,360
Alliant Energy Corporation logo
LNT Alliant Energy Corporation
+1.37%
+$3,542.01
Invesco KBW Bank ETF logo
KBWB Invesco KBW Bank ETF
+1.35%
+$10,209.42
Loews Corporation logo
L Loews Corporation
+1.33%
+$22,408.3
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
+1.33%
+$28,320.36
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+1.26%
+$9,377.76
AXIS Capital Holdings Limited logo
AXS AXIS Capital Holdings Limited
+1.26%
+$12,365.19
PG&E Corporation logo
PCG PG&E Corporation
+1.24%
+$7,292.32
Constellation Brands, Inc. logo
STZ Constellation Brands, Inc.
+1.24%
+$4,304
Black Hills Corporation logo
BKH Black Hills Corporation
+1.15%
+$3,375.6
Digital Realty Trust, Inc. logo
DLR Digital Realty Trust, Inc.
+1.13%
+$5,219.04
Crown Holdings Inc. logo
CCK Crown Holdings Inc.
+1.12%
+$4,834.89
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+1.11%
+$6,872.8
Bank of America Corporation logo
BAC Bank of America Corporation
+1.1%
+$6,799.53
International Paper Company logo
IP International Paper Company
+1.07%
+$2,762.7
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.06%
+$16,227.4
Eli Lilly and Company logo
LLY Eli Lilly and Company
+1.06%
+$7,191.69
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
+1.05%
+$2,849.7
Apple Inc. logo
AAPL Apple Inc.
+1.03%
+$51,319.14
Dimensional International Value ETF logo
DFIV Dimensional International Value ETF
+1.01%
+$5,511.9
Northern Trust Corporation logo
NTRS Northern Trust Corporation
+0.99%
+$9,858.04
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+0.98%
+$9,464.39
Visa Inc. Class A logo
V Visa Inc. Class A
+0.97%
+$7,441.57
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
+0.91%
+$2,583.36
RPM International Inc. logo
RPM RPM International Inc.
+0.91%
+$2,793.7
MGIC Investment Corporation logo
MTG MGIC Investment Corporation
+0.91%
+$2,177.5
Marsh & McLennan Companies, Inc. logo
MRSH Marsh & McLennan Companies, Inc.
+0.9%
+$5,479.65
SL Green Realty Corp. logo
SLG SL Green Realty Corp.
+0.88%
+$1,868.33
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.88%
+$2,163.61
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+0.87%
+$2,344.8
Trane Technologies plc logo
TT Trane Technologies plc
+0.86%
+$1,844.65
VanEck Junior Gold Miners ETF logo
GDXJ VanEck Junior Gold Miners ETF
+0.83%
+$2,270.64
Best Buy Co., Inc. logo
BBY Best Buy Co., Inc.
+0.82%
+$2,658.25
Suburban Propane Partners L.P. logo
SPH Suburban Propane Partners L.P.
+0.81%
+$2,535.96
UBS Group AG logo
UBS UBS Group AG
+0.81%
+$24,823.65
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.78%
+$3,537.37
S&P Global Inc. logo
SPGI S&P Global Inc.
+0.75%
+$3,317.18
Walmart Inc. logo
WMT Walmart Inc.
+0.74%
+$9,085.12
AbbVie Inc. logo
ABBV AbbVie Inc.
+0.74%
+$7,570.02
Timken Co. logo
TKR Timken Co.
+0.73%
+$2,382.09
Dimensional International Core Equity Market ETF logo
DFAI Dimensional International Core Equity Market ETF
+0.71%
+$2,130.49
Alaska Air Group Inc. logo
ALK Alaska Air Group Inc.
+0.69%
+$8,274.75
Cardinal Health Inc. logo
CAH Cardinal Health Inc.
+0.67%
+$5,810.57
Essex Property Trust, Inc. logo
ESS Essex Property Trust, Inc.
+0.66%
+$1,956.22
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.65%
+$5,901.83
Genuine Parts Company logo
GPC Genuine Parts Company
+0.64%
+$1,803.72
Snap-on Inc. logo
SNA Snap-on Inc.
+0.63%
+$2,038.1
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+0.62%
+$4,254.72
Special Opportunities Fund logo
SPE Special Opportunities Fund
+0.61%
+$1,658.55
Omnicom Group Inc. logo
OMC Omnicom Group Inc.
+0.61%
+$2,118.76
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.54%
+$7,743.6
United States Copper Index Fund logo
CPER United States Copper Index Fund
+0.53%
+$1,171.8
Avantis U.S. Small Cap Value ETF logo
AVUV Avantis U.S. Small Cap Value ETF
+0.53%
+$1,438.72
Prologis Inc. logo
PLD Prologis Inc.
+0.51%
+$3,829.8
Saba Capital Income & Opportunities Fund logo
BRW Saba Capital Income & Opportunities Fund
+0.51%
+$466.17
Boeing Company logo
BA Boeing Company
+0.51%
+$3,840.05
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.5%
+$236,382.65
McDonald's Corporation logo
MCD McDonald's Corporation
+0.46%
+$1,713.6
News Corporation logo
NWSA News Corporation
+0.45%
+$3,558.74
iShares 3 Year International Treasury Bond ETF logo
ISHG iShares 3 Year International Treasury Bond ETF
+0.45%
+$1,445.07
Golar LNG Ltd. logo
GLNG Golar LNG Ltd.
+0.45%
+$5,759.2
Kennametal Inc. logo
KMT Kennametal Inc.
+0.44%
+$1,017.9
CareTrust REIT Inc. logo
CTRE CareTrust REIT Inc.
+0.41%
+$1,306.5
Bwx Technologies Inc. logo
BWXT Bwx Technologies Inc.
+0.39%
+$2,046.06
Medline Inc. logo
MDLN Medline Inc.
+0.38%
+$840.28
Cencora, Inc. logo
COR Cencora, Inc.
+0.36%
+$968.44
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
+0.36%
+$1,399.44
Live Nation Entertainment, Inc. logo
LYV Live Nation Entertainment, Inc.
+0.35%
+$855.84
Teck Resources Ltd. logo
TECK Teck Resources Ltd.
+0.34%
+$4,843.35
GE Vernova Inc. logo
GEV GE Vernova Inc.
+0.3%
+$885.63
Regal Rexnord Corporation logo
RRX Regal Rexnord Corporation
+0.23%
+$536.4
Republic Services, Inc. logo
RSG Republic Services, Inc.
+0.2%
+$670.7
SPDR Portfolio Long Term Treasury ETF logo
SPTL SPDR Portfolio Long Term Treasury ETF
+0.2%
+$13,904.25
Virtus Dividend, Interest & Premium Strategy Fund logo
NFJ Virtus Dividend, Interest & Premium Strategy Fund
+0.17%
+$425.6
O-I Glass, Inc. logo
OI O-I Glass, Inc.
+0.17%
+$1,867.78
Invesco FTSE RAFI US 1000 ETF logo
PRF Invesco FTSE RAFI US 1000 ETF
+0.16%
+$565.75
XPO Inc. logo
XPO XPO Inc.
+0.14%
+$430.92
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$1,538.46
Marinemax Inc. logo
HZO Marinemax Inc.
+0.12%
+$2,045.81
Cannae Holdings Inc. logo
CNNE Cannae Holdings Inc.
+0.12%
+$660
Vanguard Intermediate-Term Treasury Fund logo
VGIT Vanguard Intermediate-Term Treasury Fund
+0.12%
+$39,898.7
iShares 7-10 Year Treasury Bond ETF logo
IEF iShares 7-10 Year Treasury Bond ETF
+0.11%
+$241.3
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$68,413.07
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
+0.07%
+$1,431.2
People Incorporated logo
PPLI People Incorporated
+0.05%
+$168.9
WisdomTree Floating Rate Treasury Fund logo
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,787.81
SPDR Gold Shares logo
GLD SPDR Gold Shares
+0.02%
+$571.07
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
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Sprott Physical Silver Trust logo
PSLV Sprott Physical Silver Trust
0%
$0
Honeywell International Inc. logo
HONIV Honeywell International Inc.
0%
$0
GDL Fund logo
GDL GDL Fund
0%
$0
Fortinet Inc. logo
FTNT Fortinet Inc.
-7.12%
-$20,165.76
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
-7.04%
-$25,971.84
Butterfly Network, Inc. logo
BFLY Butterfly Network, Inc.
-5.16%
-$30,375
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
-4.59%
-$29,469.26
Hewlett Packard Enterprise Company logo
HPE Hewlett Packard Enterprise Company
-4.54%
-$27,642.72
Fermi Inc. logo
FRMI Fermi Inc.
-4.27%
-$8,700
Aurora Innovation, Inc. logo
AUR Aurora Innovation, Inc.
-4.17%
-$135,720
Intel Corporation logo
INTC Intel Corporation
-3.88%
-$22,318.4
Roundhill Memory ETF logo
DRAM Roundhill Memory ETF
-3.74%
-$11,961.14
Lam Research Corporation logo
LRCX Lam Research Corporation
-3.58%
-$12,177.96
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-3.55%
-$17,910.38
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-3.49%
-$16,590.04
Ars Pharmaceuticals Inc logo
SPRY Ars Pharmaceuticals Inc
-3.32%
-$5,856.7
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-3.22%
-$17,058.57
Hallador Energy Company logo
HNRG Hallador Energy Company
-3.15%
-$4,710.8
Teradyne, Inc. logo
TER Teradyne, Inc.
-2.8%
-$5,608.45
Corning Incorporated logo
GLW Corning Incorporated
-2.67%
-$10,715.17
Broadcom Inc. logo
AVGO Broadcom Inc.
-2.62%
-$36,790.48
Life360, Inc. logo
LIF Life360, Inc.
-2.37%
-$14,328
Aura Biosciences Inc. logo
AURA Aura Biosciences Inc.
-2.29%
-$9,043.5
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-2.24%
-$39,716.73
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
-1.82%
-$9,941.34
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-1.7%
-$5,370.64
Take-Two Interactive Software, Inc. logo
TTWO Take-Two Interactive Software, Inc.
-1.69%
-$5,693.27
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.67%
-$656,341.92
MGM Resorts International logo
MGM MGM Resorts International
-1.63%
-$13,662.24
Alphabet Inc logo
GOOGL Alphabet Inc
-1.62%
-$56,830.41
Quest Diagnostics Inc. logo
DGX Quest Diagnostics Inc.
-1.62%
-$41,432.11
Qxo Inc. logo
QXO Qxo Inc.
-1.56%
-$8,667.05
Waters Corporation logo
WAT Waters Corporation
-1.54%
-$8,946.71
Edwards Lifesciences Corporation logo
EW Edwards Lifesciences Corporation
-1.51%
-$3,387.5
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.47%
-$15,261.67
TopBuild Corp logo
BLD TopBuild Corp
-1.45%
-$3,514.56
Alphabet Inc logo
GOOG Alphabet Inc
-1.45%
-$29,665.31
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-1.43%
-$4,039.09
Helmerich & Payne Inc. logo
HP Helmerich & Payne Inc.
-1.41%
-$3,286
Terex Corporation logo
TEX Terex Corporation
-1.2%
-$2,160.9
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-1.19%
-$2,421.8
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
-1.18%
-$51,610.23
International Business Machines Corporation logo
IBM International Business Machines Corporation
-1.13%
-$11,368.21
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
-1.12%
-$4,488.33
Madison Square Garden Sports Corp. logo
MSGS Madison Square Garden Sports Corp.
-1.11%
-$2,903.04
Tesla, Inc. logo
TSLA Tesla, Inc.
-1.11%
-$6,115.25
M&T Bank Corporation logo
MTB M&T Bank Corporation
-1.1%
-$2,737.75
Deere & Company logo
DE Deere & Company
-1.06%
-$10,182.89
iShares Bitcoin Trust logo
IBIT iShares Bitcoin Trust
-0.97%
-$3,213.9
iShares China Large-Cap ETF logo
FXI iShares China Large-Cap ETF
-0.96%
-$2,466.75
Interactive Brokers Group Inc. logo
IBKR Interactive Brokers Group Inc.
-0.93%
-$3,302.4
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-0.89%
-$153,423.9
Immuneering Corporation logo
IMRX Immuneering Corporation
-0.88%
-$4,800
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.69%
-$7,653.32
Spotify Technology S.A. logo
SPOT Spotify Technology S.A.
-0.65%
-$1,771.6
Horizon Technology Finance Corporation logo
HRZN Horizon Technology Finance Corporation
-0.64%
-$1,214.35
MSCI Inc. logo
MSCI MSCI Inc.
-0.63%
-$1,561.69
Brunswick Corporation logo
BC Brunswick Corporation
-0.59%
-$4,184.7
Atlanta Braves Holdings, Inc. Series A Common Stock logo
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.51%
-$1,398
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.49%
-$20,731.57
Becton, Dickinson and Company logo
BDX Becton, Dickinson and Company
-0.48%
-$3,977.57
Invesco Ltd. logo
IVZ Invesco Ltd.
-0.42%
-$1,295.76
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$39,133.19
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.4%
-$835.03
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-0.39%
-$12,638.62
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.39%
-$693,839.45
iShares S&P 100 ETF logo
OEF iShares S&P 100 ETF
-0.36%
-$4,408.63
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-0.33%
-$16,610.4
Howard Hughes Holdings Inc. logo
HHH Howard Hughes Holdings Inc.
-0.29%
-$2,460
Vanguard Total World Stock ETF logo
VT Vanguard Total World Stock ETF
-0.28%
-$510,595.8
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
-0.24%
-$20,847.56
Acacia Research Corporation logo
ACTG Acacia Research Corporation
-0.24%
-$300
Kovitz Core Equity ETF logo
EQTY Kovitz Core Equity ETF
-0.24%
-$9,672.88
Capital Southwest Corporation logo
CSWC Capital Southwest Corporation
-0.21%
-$491
Dimensional U.S. Core Equity 2 ETF logo
DFAC Dimensional U.S. Core Equity 2 ETF
-0.21%
-$498.75
Cal-Maine Foods Inc. logo
CALM Cal-Maine Foods Inc.
-0.2%
-$631.8
FedEx Corporation logo
FDX FedEx Corporation
-0.11%
-$228.81
ISHARES MSCI INDIA ETF logo
INDA ISHARES MSCI INDIA ETF
-0.1%
-$237
Reddit Inc Class A logo
RDDT Reddit Inc Class A
-0.09%
-$344.4
BGC Group, Inc. logo
BGC BGC Group, Inc.
-0.09%
-$283.78
WisdomTree U.S. Quality Dividend Growth Fund logo
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.07%
-$402.15
AES Corporation logo
AES AES Corporation
-0.07%
-$219.15
Caterpillar Inc. logo
CAT Caterpillar Inc.
-0.05%
-$2,049.43
Union Pacific Corporation logo
UNP Union Pacific Corporation
-0.04%
-$949.48
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Dividends

Dividend Analysis

Yearly
$
Trades
843
Longs Won
518/843 61%
Profit Factor
6.74
Profitability
Shorts Won
0/0 0%
Standard Deviation
$1.13M
Average Win
$264,513.94
Best Trade
(Oct 15) $23.84M
Sharpe Ratio
-11.3
Average Loss
-$62,564.82
Worst Trade
(Oct 15) -$2.23M
Z-Score
1.68 (90.7%)
Commissions
$0
Avg. Trade Length
9m 3w 1d
Expectancy
$138,415.96
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 12,048 10,843 9,639 8,434 7,229 6,024 4,819 3,614 2,410 1,205
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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 $5.02M - $1.77M 54.35%
+1.032%
AbbVie Inc. logo
ABBV AbbVie Inc.
3,622 $718,379.9 $1.03M - $315,664.88 43.94%
+0.737%
Acacia Research Corporation logo
ACTG Acacia Research Corporation
30,000 $97,499.98 $126,600 - $29,100.02 29.85%
-0.236%
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
54,862 $7.58M $8.71M - $1.13M 14.91%
-0.239%
Ameren Corporation logo
AEE Ameren Corporation
2,943 $210,757.69 $310,795.51 - $100,037.82 47.47%
+1.778%
AES Corporation logo
AES AES Corporation
21,915 $303,705.98 $327,848.4 - $24,142.42 7.95%
-0.067%
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
651,553 $64.48M $62.23M - -$2.24M -3.48%
+0.11%
AGNC Investment Corp. 10.1219% Perpetual Preferred Stock logo
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
21,060 $536,808.8 $529,448.4 - -$7,360.4 -1.37%
0.0
American International Group Inc. logo
AIG American International Group Inc.
12,868 $1.01M $1.04M - $29,052.78 2.87%
+2.123%
Alaska Air Group Inc. logo
ALK Alaska Air Group Inc.
33,099 $1.61M $1.22M - -$397,485.84 -24.63%
+0.685%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
1,233 $252,444.68 $513,143.77 - $260,699.09 103.27%
-3.217%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
846 $491,450 $459,056.52 - -$32,393.48 -6.59%
-3.488%
Amazon.com Inc logo
AMZN Amazon.com Inc
16,652 $3.44M $4.22M - $778,787.66 22.62%
-0.489%
Apple Hospitality REIT, Inc. logo
APLE Apple Hospitality REIT, Inc.
16,720 $226,825.48 $291,513.2 - $64,687.72 28.52%
+3.41%
Aramark logo
ARMK Aramark
6,651 $255,398.3 $372,855.06 - $117,456.76 45.99%
+1.853%
Aurora Innovation, Inc. logo
AUR Aurora Innovation, Inc.
603,200 $4.06M $3.12M - -$934,959.88 -23.05%
-4.167%
Aura Biosciences Inc. logo
AURA Aura Biosciences Inc.
62,369 $385,440.25 $386,375.95 - $935.7 0.24%
-2.287%
Broadcom Inc. logo
AVGO Broadcom Inc.
4,072 $930,331.25 $1.37M - $434,989.99 46.76%
-2.624%
Avantis U.S. Small Cap Value ETF logo
AVUV Avantis U.S. Small Cap Value ETF
2,248 $280,504 $272,187.84 - -$8,316.16 -2.96%
+0.531%
AXIS Capital Holdings Limited logo
AXS AXIS Capital Holdings Limited
10,053 $967,500.56 $996,855.48 - $29,354.92 3.03%
+1.256%
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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 - $8.58M, Aurora Innovation, Inc - $5.76M, Vanguard S&P 500 ETF - $5.71M, Vanguard Intermediate-Term Treasury Fund - $4.24M, 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 - $255,448.2, 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 $21.62M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $4.18M, Vanguard S&P 500 ETF - $3.12M, iShares Core U.S. Aggregate Bond ETF - $2.34M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.29M, and WisdomTree Floating Rate Treasury Fund - $2.02M. 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