Petros Toseland Portfolio
Invests via Portman Square Capital LLP | Managed by Sutesh Sharma, Yusaf Khan, Alessandro Esposito, Julien Attal, Bastien Lussault
Invests via Portman Square Capital LLP
Managed by Sutesh Sharma, Yusaf Khan, Alessandro Esposito, Julien Attal, Bastien Lussault
Automatically Tracked
Petros Toseland Profile
With a diverse professional background spanning finance and technology, Petros Toseland has established himself as a notable leader in the investment landscape. His entrepreneurial ventures reflect an innovative approach to addressing market demands, while his operational expertise enhances value creation across various sectors. Recognized for leveraging technological advancements within financial frameworks, he plays an integral role in shaping capital markets strategies. Toseland’s involvement with startups demonstrates a keen understanding of growth dynamics and market trends, positioning him as a key player among emerging investors.
With a diverse professional background spanning finance and technology, Petros Toseland has established himself as a notable leader in the investment landscape. His entrepreneurial ventures reflect an innovative approach to addressing market demands, while his operational expertise enhances value creation across various sectors. Recognized for leveraging technological advancements within financial frameworks, he plays an integral role in shaping capital markets strategies. Toseland’s involvement with startups demonstrates a keen understanding of growth dynamics and market trends, positioning him as a key player among emerging investors.
Investment Philosophy & Strategy
Market demand signals are increasingly driven by technological integration, prompting innovative solutions that cater to evolving consumer preferences. Petros Toseland is adept at identifying investment opportunities within the technology sector, where his entrepreneurial mindset fosters agility in adapting strategies. His focus extends to startups and growth-oriented companies, emphasizing operational excellence and scalability as critical drivers of value creation. With a commitment to harnessing cutting-edge advancements, he effectively navigates competitive landscapes while promoting sustainable growth trajectories. Toseland's expertise uniquely positions him as an influential figure shaping the future of investments.
Market demand signals are increasingly driven by technological integration, prompting innovative solutions that cater to evolving consumer preferences. Petros Toseland is adept at identifying investment opportunities within the technology sector, where his entrepreneurial mindset fosters agility in adapting strategies. His focus extends to startups and growth-oriented companies, emphasizing operational excellence and scalability as critical drivers of value creation. With a commitment to harnessing cutting-edge advancements, he effectively navigates competitive landscapes while promoting sustainable growth trajectories. Toseland's expertise uniquely positions him as an influential figure shaping the future of investments.
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:
11.66%
Gain -3.3%
Monthly
0.58%
Yearly
7.26%
Drawdown
16.64%
$581.82M
Equity
Holdings
$581.82M
Investment
$567.98M
$162.68M
Profit -$21.26M
Realized
$148.84M
Unrealized
$13.84M
Dividends
$15.2M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.3%
Profit
-$21.26M
Win %
48%
This Week
Compared To Last Week
Gain
-2.83%
Profit
-$16.93M
Win %
48%
This Month
Compared to last month
Gain
-2.6%
Profit
-$15.55M
Win %
48%
This Year
Compared to last year
Gain
-1.22%
Profit
-$7.14M
Win %
58%
WDC Western Digital Corporation
+11.1%
+$564,471.6 
STX Seagate Technology Holdings plc
+8.84%
+$1.78M 
AEIS Advanced Energy Industries Inc.
+5.22%
+$18,166 
HPE Hewlett Packard Enterprise Company
+4.49%
+$13,456 
ON ON Semiconductor Corporation
+3.79%
+$115,363.85 
ORCL Oracle Corporation
+3.06%
+$215,254.2 
UPST Upstart Holdings, Inc.
+2.71%
+$14,846.18 
XRX Xerox Holdings Corporation
+2.49%
+$1,092.45 
AKAM Akamai Technologies Inc.
+2.18%
+$477,246.36 
RDDT Reddit Inc Class A
+2.06%
+$1.17M 
GLD SPDR Gold Shares
+1.53%
+$151,470 
ALNY Alnylam Pharmaceuticals Inc
+1.22%
+$83,053.12 
NOVTU Novanta Inc. 6.50% Tangible Equity Units due 2028
+0.57%
+$73,521 
30034WAD8
0%
$0 
337932AV9
0%
$0 
472145AH4
0%
$0 
ALBCL Albemarle Corp.
0%
$0 
ARESPRB
0%
$0 
HEWPP HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF
0%
$0 
NEEPRS
0%
$0 
NEEXU NextEra Energy, Inc.
0%
$0 
PCGEP PG&E Corp.
0%
$0 
W Wayfair Inc.
-2.17%
-$779,809.84 
BABA Alibaba Group Holding Limited SP ADR
-1.87%
-$1.57M 
LCID Lucid Group, Inc.
-1.69%
-$27,006.48 
KWEB KraneShares CSI China Internet ETF
-1.17%
-$56,000 
SO The Southern Company
-1.17%
-$67,967.9 
FXI iShares China Large-Cap ETF
-0.92%
-$9,669 
PPL PPL Corporation
-0.85%
-$17,109.6 
SOMN Southern Company
-0.84%
-$519,120 
MCHPP MICROCHIP TECHNOLOGY DEP SHS REPSTG 1/20TH PFD CONV SER A
-0.79%
-$247,500 
ZTO ZTO Express (Cayman) Inc.
-0.6%
-$10,330.24 
NEE NextEra Energy, Inc.
-0.45%
-$127,487.04 
PCG PG&E Corporation
-0.4%
-$16,154.11 
PPLC PortfolioPlus S&P 500 ETF
-0.19%
-$65,700 
STWD Starwood Property Trust Inc.
-0.12%
-$1,636.2 
TTEK Tetra Tech, Inc.
-0.1%
-$3,424.95 
ALB Albemarle Corporation
-0.03%
-$679.26 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1100 | Longs Won 503/1100 45% | Profit Factor 2.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.5M |
| Average Win $539,681.42 | Best Trade (Jun 29) $30.07M | Sharpe Ratio -19.55 |
| Average Loss -$182,211.54 | Worst Trade (Jun 29) -$10.79M | Z-Score -11.7 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 1d | Expectancy $147,890.43 |
| 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% | 0.03% |
| Consecutive Losing Trades | 3,195 | 2,875 | 2,556 | 2,236 | 1,917 | 1,597 | 1,278 | 958 | 639 | 319 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Petros Toseland?
The largest contributions to the portfolio's profits come from the following stocks: 697435AF2 - $36.77M, HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF - $30.25M, MICROCHIP TECHNOLOGY DEP SHS REPSTG 1/20TH PFD CONV SER A - $16.26M, Novanta Inc. 6.50% Tangible Equity Units due 2028 - $11.61M, and Wayfair Inc - $9.92M. 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: 81180WBL4 - $10.77M, FOURPRA - $9.39M, 02376RAF9 - $5.78M, Insulet Corporation - $4.72M, and Lucid Group, Inc - $3M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Petros Toseland's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.2M earned over time. The largest contributors to dividend income include Southern Company - $3.47M, MICROCHIP TECHNOLOGY DEP SHS REPSTG 1/20TH PFD CONV SER A - $1.54M, PortfolioPlus S&P 500 ETF - $1.16M, Novanta Inc. 6.50% Tangible Equity Units due 2028 - $1.07M, and Alibaba Group Holding Limited SP ADR - $737,494. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Petros Toseland's monthly returns?
Petros Toseland's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Petros Toseland's strategy be considered aggressive or moderate?
Petros Toseland'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 Petros Toseland's strategy?
Petros Toseland'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.
