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
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:
4.13%
Gain
Monthly
0.16%
Yearly
2%
Drawdown
17.44%
$667.45M
Equity
Holdings
$667.45M
Investment
$586.16M
$100.15M
Profit -$4.19M
Realized
$18.86M
Unrealized
$81.29M
Dividends
$19.61M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$4.19M
Win %
73%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$5.89M
Win %
73%
This Month
Compared to last month
Gain
-0.68%
Profit
-$4.57M
Win %
73%
This Year
Compared to last year
Gain
9.6%
Profit
$58.5M
Win %
71%
NOC Northrop Grumman Corporation
+3.32%
+$7,781.18 
AIG American International Group Inc.
+2.6%
+$26,126.1 
AXS AXIS Capital Holdings Limited
+2.04%
+$23,322.96 
HWM Howmet Aerospace Inc.
+1.86%
+$7,650.75 
L Loews Corporation
+1.71%
+$30,059.97 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$10,108.82 
PGR Progressive Corporation
+1.62%
+$9,631.45 
AURA Aura Biosciences Inc.
+1.55%
+$6,667.25 
XOM Exxon Mobil Corporation
+1.55%
+$11,722.67 
JNJ Johnson & Johnson
+1.49%
+$21,560.36 
COP ConocoPhillips
+1.48%
+$5,244.54 
RPC P10 Inc.
+1.45%
+$1,702.25 
BP BP p.l.c. Sponsored ADR
+1.42%
+$10,779.21 
TRGP Targa Resources Corp.
+1.38%
+$4,095.46 
ABBV AbbVie Inc.
+1.33%
+$12,278.58 
VZ Verizon Communications Inc.
+1.31%
+$8,810.73 
CAH Cardinal Health Inc.
+1.28%
+$6,366.87 
LLY Eli Lilly and Company
+1.22%
+$7,764.9 
DKS Dick's Sporting Goods, Inc.
+1.17%
+$2,265.05 
WMT Walmart Inc.
+1.08%
+$12,867.68 
CNX CNX Resources Corporation
+1.02%
+$2,406.18 
DGX Quest Diagnostics Inc.
+0.93%
+$7,655.24 
BC Brunswick Corporation
+0.92%
+$8,047.5 
HPE Hewlett Packard Enterprise Company
+0.91%
+$3,850.72 
UNP Union Pacific Corporation
+0.85%
+$20,257.28 
MTN Vail Resorts, Inc.
+0.85%
+$3,634.74 
FTNT Fortinet Inc.
+0.84%
+$3,581.09 
KMB Kimberly-Clark Corporation
+0.84%
+$22,337.6 
DE Deere & Company
+0.81%
+$7,214.96 
FRMI Fermi Inc.
+0.76%
+$2,700 
MSGS Madison Square Garden Sports Corp.
+0.75%
+$1,892.16 
GEV GE Vernova Inc.
+0.71%
+$1,524.4 
BAC Bank of America Corporation
+0.6%
+$4,413.73 
PCG PG&E Corporation
+0.6%
+$7,037.31 
AEE Ameren Corporation
+0.59%
+$1,971.81 
UNH UnitedHealth Group Incorporated
+0.57%
+$1,662.12 
BA Boeing Company
+0.56%
+$4,864.2 
INDA ISHARES MSCI INDIA ETF
+0.56%
+$1,303.5 
NEE NextEra Energy, Inc.
+0.55%
+$3,865.95 
ACTG Acacia Research Corporation
+0.49%
+$660 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.49%
+$35,249.25 
PLD Prologis Inc.
+0.46%
+$4,065.48 
GLD SPDR Gold Shares
+0.45%
+$13,377.48 
DLR Digital Realty Trust, Inc.
+0.44%
+$1,413.72 
JPM JPMorgan Chase & Co.
+0.44%
+$4,752.79 
VTV Vanguard Value ETF
+0.42%
+$1,035 
NUE Nucor Corporation
+0.4%
+$881.6 
EXE Expand Energy Corporation
+0.39%
+$7,614.64 
UL Unilever PLC Sponsored American Depositary Receipt
+0.35%
+$3,882.34 
MRSH Marsh & McLennan Companies, Inc.
+0.34%
+$1,983.72 
AGG iShares Core U.S. Aggregate Bond ETF
+0.21%
+$132,722.12 
FBND Fidelity Total Bond ETF
+0.19%
+$675.07 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$65,542.18 
LYV Live Nation Entertainment, Inc.
+0.13%
+$366.85 
JBS JBS N.V.
+0.12%
+$450 
IVE ISHARES S&P 500 VALUE ETF
+0.12%
+$418.77 
CCK Crown Holdings Inc.
+0.11%
+$494.91 
COST Costco Wholesale Corporation
+0.1%
+$853.56 
STZ Constellation Brands, Inc.
+0.08%
+$282.45 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$4,122.84 
AES AES Corporation
0%
$0 
PSLV Sprott Physical Silver Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-11.87%
-$30,601.34 
BFLY Butterfly Network, Inc.
-6.39%
-$33,600 
SPRY Ars Pharmaceuticals Inc
-5.23%
-$13,694.85 
AMAT Applied Materials, Inc.
-4.69%
-$32,452.56 
META Meta Platforms Inc Class A
-4.6%
-$70,639.82 
ALK Alaska Air Group Inc.
-3.55%
-$30,141.15 
HNRG Hallador Energy Company
-3.49%
-$6,595.12 
LIF Life360, Inc.
-3.37%
-$26,650.08 
INTC Intel Corporation
-2.89%
-$10,174.84 
GLW Corning Incorporated
-2.88%
-$8,030.16 
CDZI Cadiz Inc.
-2.87%
-$47,401.9 
TSLA Tesla, Inc.
-2.86%
-$9,889.6 
LRCX Lam Research Corporation
-2.6%
-$8,579.9 
MSFT Microsoft Corp.
-2.36%
-$688,155.76 
IBM International Business Machines Corporation
-2.35%
-$9,470.67 
GOOG Alphabet Inc
-2.13%
-$45,261.31 
GOOGL Alphabet Inc
-2.1%
-$75,399.64 
BNY BlackRock New York Municipal Income Trust
-2.03%
-$67,788.44 
KO The Coca-Cola Company
-2.02%
-$21,092.36 
TECK Teck Resources Ltd.
-2.02%
-$24,324.38 
NVDA NVIDIA Corporation
-2.01%
-$95,821.44 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$335,437.2 
IBKR Interactive Brokers Group Inc.
-1.9%
-$7,244.64 
SPOT Spotify Technology S.A.
-1.84%
-$4,708.75 
IAC People Incorporated
-1.82%
-$7,009.35 
V Visa Inc. Class A
-1.78%
-$14,901.06 
PRMB Primo Brands Corp. Common Stock
-1.77%
-$13,803.75 
COF Capital One Financial Corporation
-1.72%
-$25,035.35 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$4,639.89 
RDDT Reddit Inc Class A
-1.64%
-$7,381.08 
IBIT iShares Bitcoin Trust
-1.64%
-$4,249.49 
RRX Regal Rexnord Corporation
-1.63%
-$5,147.95 
FXI iShares China Large-Cap ETF
-1.6%
-$4,472.01 
WAT Waters Corporation
-1.56%
-$8,110.4 
CNNE Cannae Holdings Inc.
-1.54%
-$5,640 
SPGI S&P Global Inc.
-1.54%
-$7,606.47 
BGC BGC Group, Inc.
-1.53%
-$4,966.15 
BN Brookfield Corporation
-1.51%
-$3,901.41 
IWF iShares Russell 1000 Growth ETF
-1.44%
-$244,851.42 
UBS UBS Group AG
-1.43%
-$49,324.9 
MSCI MSCI Inc.
-1.42%
-$3,918.24 
GDXJ VanEck Junior Gold Miners ETF
-1.37%
-$3,186.43 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$13,404.63 
NTRS Northern Trust Corporation
-1.11%
-$12,623.1 
SLG SL Green Realty Corp.
-1.11%
-$8,988.4 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$3,244.53 
AVGO Broadcom Inc.
-1.04%
-$15,201.84 
TT Trane Technologies plc
-0.99%
-$2,190.23 
C Citigroup Inc.
-0.96%
-$7,823.2 
BKR Baker Hughes Company
-0.96%
-$2,056.13 
GM General Motors Company
-0.95%
-$9,361 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.94%
-$6,347.91 
CRH CRH plc
-0.92%
-$2,695.87 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.92%
-$2,650 
ARMK Aramark
-0.91%
-$3,458.52 
MGM MGM Resorts International
-0.87%
-$13,146.65 
AUR Aurora Innovation, Inc.
-0.84%
-$67,011.15 
HZO Marinemax Inc.
-0.82%
-$9,244.33 
TTWO Take-Two Interactive Software, Inc.
-0.8%
-$3,067.46 
ACWI iShares MSCI ACWI ETF
-0.79%
-$67,480.26 
VT Vanguard Total World Stock ETF
-0.78%
-$778,505.53 
EFA iShares MSCI EAFE ETF
-0.71%
-$4,886.28 
GLNG Golar LNG Ltd.
-0.69%
-$9,946.14 
VOO Vanguard S&P 500 ETF
-0.69%
-$1.17M 
OI O-I Glass, Inc.
-0.68%
-$5,161.85 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$20,757.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$297,551.03 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$50,865.53 
CPER United States Copper Index Fund
-0.6%
-$1,283.4 
HLT Hilton Worldwide Holdings Inc.
-0.59%
-$1,756.8 
KBWB Invesco KBW Bank ETF
-0.56%
-$4,800.4 
NWSA News Corporation
-0.52%
-$3,954.15 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$1,102.5 
NOW ServiceNow, Inc.
-0.39%
-$4,072 
GBDC Golub Capital BDC, Inc.
-0.37%
-$586.4 
VB Vanguard Small-Cap ETF
-0.35%
-$14,656.06 
CAT Caterpillar Inc.
-0.23%
-$11,177.83 
BDX Becton, Dickinson and Company
-0.22%
-$1,619.78 
IWM iShares Russell 2000 ETF
-0.21%
-$2,605.24 
XPO XPO Inc.
-0.2%
-$718.2 
ICE Intercontinental Exchange, Inc.
-0.19%
-$587.79 
FDVV Fidelity High Dividend ETF
-0.18%
-$816.15 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$33,743.4 
AMZN Amazon.com Inc
-0.1%
-$4,334.72 
BWXT Bwx Technologies Inc.
-0.09%
-$630.08 
APLE Apple Hospitality REIT, Inc.
-0.09%
-$154.95 
AAPL Apple Inc.
-0.07%
-$3,111.41 
MCD McDonald's Corporation
-0.06%
-$244.8 
SPH Suburban Propane Partners L.P.
-0.05%
-$181.14 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.04%
-$111.8 
ISHG iShares 3 Year International Treasury Bond ETF
-0.03%
-$143.72 
RSG Republic Services, Inc.
-0.03%
-$99.82 Events
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Dividends
Dividend Analysis
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| Trades 690 | Longs Won 395/690 57% | Profit Factor 7.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.12M |
| Average Win $291,751.12 | Best Trade (Jul 15) $22.11M | Sharpe Ratio -11.45 |
| Average Loss -$51,153.81 | Worst Trade (Jul 10) -$4.09M | Z-Score -0.33 (25.94%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $145,146.84 |
| 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 | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
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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