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:
18.48%
Gain +0.14%
Monthly
0.59%
Yearly
7.35%
Drawdown
16.65%
$566.31M
Equity
Holdings
$566.31M
Investment
$567.98M
$169.4M
Profit +$824,518.4
Realized
$171.07M
Unrealized
-$1.67M
Dividends
$15.31M
Goals
Avg. 40.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$824,518.4
Win %
46%
This Week
Compared To Last Week
Gain
0.15%
Profit
$824,518.4
Win %
46%
This Month
Compared to last month
Gain
-3.19%
Profit
-$18.66M
Win %
46%
This Year
Compared to last year
Gain
-3.85%
Profit
-$22.65M
Win %
55%
W Wayfair Inc.
+7.57%
+$3.06M 
RDDT Reddit Inc Class A
+3.92%
+$1.94M 
UPST Upstart Holdings, Inc.
+2.13%
+$10,374.62 
ZTO ZTO Express (Cayman) Inc.
+1.29%
+$18,879.4 
FXI iShares China Large-Cap ETF
+1.17%
+$12,150 
KWEB KraneShares CSI China Internet ETF
+0.71%
+$30,625 
TTEK Tetra Tech, Inc.
+0.4%
+$16,421.62 
BABA Alibaba Group Holding Limited SP ADR
+0.17%
+$128,707.83 
ALNY Alnylam Pharmaceuticals Inc
+0.13%
+$8,005.12 
ALBCL Albemarle Corp.
0%
$0 
HEWPP HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF
0%
$0 
NEEXU NextEra Energy, Inc.
0%
$0 
PCGEP PG&E Corp.
0%
$0 NEEP
NEEPRS
0%
$0 ARES
ARESPRB
0%
$0 3003
30034WAD8
0%
$0 4721
472145AH4
0%
$0 3379
337932AV9
0%
$0 
AEIS Advanced Energy Industries Inc.
-10.33%
-$36,803.2 
HPE Hewlett Packard Enterprise Company
-10.21%
-$42,655.52 
ON ON Semiconductor Corporation
-5.41%
-$144,467.8 
ORCL Oracle Corporation
-4.5%
-$392,795.4 
WDC Western Digital Corporation
-3.45%
-$160,830.5 
NOVTU Novanta Inc. 6.50% Tangible Equity Units due 2028
-2.85%
-$369,600 
XRX Xerox Holdings Corporation
-2.48%
-$1,428.6 
MCHPP MICROCHIP TECHNOLOGY DEP SHS REPSTG 1/20TH PFD CONV SER A
-2.39%
-$684,000 
LCID Lucid Group, Inc.
-2.25%
-$21,380.13 
SOMN Southern Company
-2.2%
-$1.29M 
STX Seagate Technology Holdings plc
-2.02%
-$421,736.51 
ALB Albemarle Corporation
-1.78%
-$47,321.78 
PCG PG&E Corporation
-1.49%
-$47,308.46 
GLD SPDR Gold Shares
-1.3%
-$140,399.73 
AKAM Akamai Technologies Inc.
-1.21%
-$229,719.33 
STWD Starwood Property Trust Inc.
-1.09%
-$13,907.7 
PPL PPL Corporation
-0.92%
-$17,965.08 
NEE NextEra Energy, Inc.
-0.72%
-$190,423.68 
SO The Southern Company
-0.49%
-$26,569.27 
PPLC PortfolioPlus S&P 500 ETF
-0.37%
-$124,100 Events
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Dividends
Dividend Analysis
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| Trades 1100 | Longs Won 608/1100 55% | Profit Factor 2.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.51M |
| Average Win $496,206.38 | Best Trade (Jun 29) $30.07M | Sharpe Ratio -25.64 |
| Average Loss -$268,893.75 | Worst Trade (Jun 29) -$10.79M | Z-Score -11.43 (99.61%) |
| Commissions $0 | Avg. Trade Length 6m 1w 3d | Expectancy $153,997.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 2,105 | 1,895 | 1,684 | 1,474 | 1,263 | 1,053 | 842 | 632 | 421 | 211 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 3003 30034WAD8 | 15.8M | $19.26M | $19.26M | - | - | - | 0.0 |
| 3379 337932AV9 | 24.6M | $27.34M | $27.34M | - | - | - | 0.0 |
| 4721 472145AH4 | 5.92M | $8.4M | $8.4M | - | - | - | 0.0 |
| AEIS Advanced Energy Industries Inc. | 1,240 | $462,359 | $319,386.8 | - | -$142,972.2 | -30.92% | -10.332% |
| AKAM Akamai Technologies Inc. | 178,077 | $21.05M | $18.79M | - | -$2.26M | -10.75% | -1.208% |
| ALB Albemarle Corporation | 22,642 | $4.06M | $2.61M | - | -$1.45M | -35.7% | -1.778% |
| ALBCL Albemarle Corp. | 541,000 | $31.89M | $31.89M | - | - | - | 0.0 |
| ALNY Alnylam Pharmaceuticals Inc | 25,016 | $8.2M | $6.23M | - | -$1.97M | -24.03% | +0.129% |
| ARES ARESPRB | 140,000 | $6.64M | $6.64M | - | - | - | 0.0 |
| BABA Alibaba Group Holding Limited SP ADR | 695,718 | $66.78M | $76.17M | - | $9.4M | 14.07% | +0.169% |
| FXI iShares China Large-Cap ETF | 30,000 | $947,700 | $1.05M | - | $99,150 | 10.46% | +1.174% |
| GLD SPDR Gold Shares | 27,000 | $11.62M | $10.63M | - | -$991,440 | -8.53% | -1.304% |
| HEWPP HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF | 35,000 | $2.07M | $2.07M | - | - | - | 0.0 |
| HPE Hewlett Packard Enterprise Company | 6,728 | $161,606.56 | $375,086 | - | $213,479.44 | 132.1% | -10.211% |
| KWEB KraneShares CSI China Internet ETF | 175,000 | $4.84M | $4.34M | - | -$501,025 | -10.36% | +0.711% |
| LCID Lucid Group, Inc. | 225,054 | $2.38M | $928,347.75 | - | -$1.45M | -60.97% | -2.251% |
| MCHPP MICROCHIP TECHNOLOGY DEP SHS REPSTG 1/20TH PFD CONV SER A | 450,000 | $25.84M | $27.95M | - | $2.12M | 8.19% | -2.388% |
| NEE NextEra Energy, Inc. | 322,752 | $25.91M | $26.38M | - | $464,763.14 | 1.79% | -0.717% |
| NEEP NEEPRS | 100,000 | $4.73M | $4.73M | - | - | - | 0.0 |
| NEEXU NextEra Energy, Inc. | 461,000 | $23.23M | $23.23M | - | - | - | 0.0 |
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Option values are updated at end of day.
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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 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 - $11.78M, 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 KKR & Co. Inc - $4.3M. 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 $15.31M earned over time. The largest contributors to dividend income include Southern Company - $3.47M, PortfolioPlus S&P 500 ETF - $1.8M, MICROCHIP TECHNOLOGY DEP SHS REPSTG 1/20TH PFD CONV SER A - $1.54M, Novanta Inc. 6.50% Tangible Equity Units due 2028 - $1.24M, and NextEra Energy, Inc - $483,722.23. 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.
