Mitch S Zides Portfolio
Invests via Constant Guidance Financial LLC | Managed by Mitch S. Zides
Invests via Constant Guidance Financial LLC
Managed by Mitch S. Zides
Automatically Tracked
Mitch S Zides Profile
Serial entrepreneur and active investor concentrating on technology, real estate and hospitality investments with a pragmatic, operational focus. Mitch S Zides leverages hands-on operating experience to source and scale early-growth companies and direct asset strategies, often partnering with PE and family-office allocators. Known for deal structuring, value-creation through operations, and board-level oversight across growth-stage and privately held portfolios.
Serial entrepreneur and active investor concentrating on technology, real estate and hospitality investments with a pragmatic, operational focus. Mitch S Zides leverages hands-on operating experience to source and scale early-growth companies and direct asset strategies, often partnering with PE and family-office allocators. Known for deal structuring, value-creation through operations, and board-level oversight across growth-stage and privately held portfolios.
Investment Philosophy & Strategy
Focuses on operationally driven, hands‑on investing across technology, real estate and hospitality; targets early‑growth companies and direct assets where active management and structured deals unlock value. Employs pragmatic capital allocation, partnering with private equity and family offices for co‑investments, emphasizing board‑level governance, iterative operational improvement, disciplined downside protection, and three‑to‑seven year value‑creation horizons.
Focuses on operationally driven, hands‑on investing across technology, real estate and hospitality; targets early‑growth companies and direct assets where active management and structured deals unlock value. Employs pragmatic capital allocation, partnering with private equity and family offices for co‑investments, emphasizing board‑level governance, iterative operational improvement, disciplined downside protection, and three‑to‑seven year value‑creation horizons.
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:
55.35%
Gain +0.38%
Monthly
1.23%
Yearly
15.74%
Drawdown
8.92%
$161.66M
Equity
Holdings
$161.66M
Investment
$147.18M
$45.13M
Profit +$518,417.15
Realized
$30.66M
Unrealized
$14.48M
Dividends
$5.13M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$518,417.15
Win %
63%
This Week
Compared To Last Week
Gain
0.27%
Profit
$440,111.19
Win %
63%
This Month
Compared to last month
Gain
1.91%
Profit
$3.03M
Win %
63%
This Year
Compared to last year
Gain
2.43%
Profit
$3.84M
Win %
63%
BKNG Booking Holdings Inc.
+3.88%
+$60,590.4 
LOW Lowe's Companies Inc.
+3.56%
+$20,096.45 
NFLX Netflix, Inc.
+3.5%
+$52,065.96 
AMGN Amgen Inc.
+3.31%
+$16,322.72 
HD The Home Depot, Inc.
+3.19%
+$49,686.62 
CMCSA Comcast Corp
+2.97%
+$5,880.64 
TMO Thermo Fisher Scientific Inc.
+2.92%
+$37,903.66 
TGTX TG Therapeutics, Inc.
+2.52%
+$5,740.3 
VRTX Vertex Pharmaceuticals Incorporated
+2.25%
+$11,895.51 
T AT&T Inc.
+2.23%
+$11,385.13 
DIS The Walt Disney Company
+2.14%
+$55,922.33 
LUV Southwest Airlines Co.
+1.96%
+$16,829.89 
ABBV AbbVie Inc.
+1.93%
+$23,114.56 
MCD McDonald's Corporation
+1.83%
+$5,034.48 
O Realty Income Corporation
+1.38%
+$10,489.52 
MDT Medtronic plc
+1.15%
+$8,246 
HPQ HP Inc.
+1.08%
+$14,932.83 
MRK Merck & Co., Inc.
+1.07%
+$14,868.09 
BAC Bank of America Corporation
+1.04%
+$31,262.72 
XLP Consumer Staples Select Sector SPDR Fund
+1.03%
+$4,806 
MSFT Microsoft Corp.
+1.03%
+$16,006.55 
VZ Verizon Communications Inc.
+0.9%
+$14,049.2 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.86%
+$34,296.15 
VIG Vanguard Dividend Appreciation ETF
+0.82%
+$5,364.52 
IBIT iShares Bitcoin Trust
+0.8%
+$2,369.11 
PG Procter & Gamble Co
+0.78%
+$6,502.3 
NEE NextEra Energy, Inc.
+0.77%
+$1,441.8 
PEP PepsiCo, Inc.
+0.73%
+$2,020.24 
MO Altria Group, Inc.
+0.72%
+$2,972.77 
IWM iShares Russell 2000 ETF
+0.72%
+$39,909.32 
EFA iShares MSCI EAFE ETF
+0.59%
+$77,451.09 
AAPL Apple Inc.
+0.53%
+$36,881.8 
PNC The PNC Financial Services Group, Inc.
+0.44%
+$1,099.8 
GOOGL Alphabet Inc
+0.43%
+$10,893.14 
VYM Vanguard High Dividend Yield ETF
+0.41%
+$2,631.14 
PYLD PIMCO Multisector Bond Active ETF
+0.37%
+$1,601.22 
BRK-B Berkshire Hathaway Inc.
+0.35%
+$100,412.48 
EIX Edison International
+0.26%
+$2,146 
HON Honeywell International Inc.
+0.2%
+$450.88 
META Meta Platforms Inc Class A
+0.2%
+$1,774.04 
SCHF Schwab International Equity ETF
+0.17%
+$369.13 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.17%
+$1,304.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$1,912.5 
SO The Southern Company
+0.16%
+$2,396.8 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.13%
+$781.08 
D Dominion Energy, Inc.
+0.1%
+$1,843.08 
IVV iShares Core S&P 500 ETF
+0.09%
+$356.3 
SPY SPDR S&P 500 ETF Trust
+0.09%
+$26,493.93 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$970.25 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHW Charles Schwab Corporation
-2.67%
-$58,583.86 
PM Philip Morris International Inc.
-2.52%
-$15,018.85 
PLD Prologis Inc.
-2.31%
-$21,876.68 
AVGO Broadcom Inc.
-1.96%
-$26,114.34 
CEG Constellation Energy Corporation
-1.8%
-$26,893.8 
NVDA NVIDIA Corporation
-1.67%
-$40,073.4 
KMI Kinder Morgan, Inc.
-1.42%
-$17,337.5 
XOM Exxon Mobil Corporation
-1.31%
-$9,027.98 
EEM iShares MSCI Emerging Markets ETF
-1.1%
-$53,565.24 
QQQ Invesco QQQ Trust, Series 1
-0.61%
-$17,228.98 
FSLR First Solar, Inc.
-0.51%
-$1,114.47 
ES Eversource Energy
-0.34%
-$3,678.53 
VUG Vanguard Growth ETF
-0.33%
-$722.52 
TMUS T-Mobile US, Inc.
-0.27%
-$1,738.21 
JPM JPMorgan Chase & Co.
-0.23%
-$2,143.53 
AMZN Amazon.com Inc
-0.13%
-$5,386.28 
DUK Duke Energy Corporation
-0.01%
-$217.8 Events
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Dividends
Dividend Analysis
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| Trades 407 | Longs Won 264/407 64% | Profit Factor 5.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $398,605.48 |
| Average Win $211,941.25 | Best Trade (Oct 14) $2.97M | Sharpe Ratio -9.06 |
| Average Loss -$75,664.53 | Worst Trade (Oct 14) -$576,448.32 | Z-Score -0.55 (41.49%) |
| Commissions $0 | Avg. Trade Length 8m 1w | Expectancy $110,890.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,137 | 1,923 | 1,709 | 1,496 | 1,282 | 1,068 | 855 | 641 | 427 | 214 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,166 | $4.72M | $6.95M | - | $2.23M | 47.16% | +0.533% |
| ABBV AbbVie Inc. | 4,249 | $1.07M | $1.22M | - | $151,052.31 | 14.13% | +1.931% |
| AMGN Amgen Inc. | 1,156 | $418,611 | $508,905.88 | - | $90,294.88 | 21.57% | +3.314% |
| AMZN Amazon.com Inc | 15,842 | $3.65M | $4.02M | - | $364,800.58 | 9.98% | -0.134% |
| AVGO Broadcom Inc. | 3,846 | $1.41M | $1.31M | - | -$103,193.24 | -7.33% | -1.961% |
| BAC Bank of America Corporation | 58,435 | $3.33M | $3.03M | - | -$295,388.63 | -8.87% | +1.041% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 64,683 | $5.93M | $5.92M | - | -$6,793.74 | -0.11% | +0.016% |
| BKNG Booking Holdings Inc. | 9,710 | $1.73M | $1.62M | - | -$109,916.8 | -6.35% | +3.883% |
| BRK-B Berkshire Hathaway Inc. | 54,572 | $22.76M | $28.82M | - | $6.07M | 26.65% | +0.35% |
| CEG Constellation Energy Corporation | 5,352 | $1.33M | $1.47M | - | $139,928.28 | 10.53% | -1.798% |
| CMCSA Comcast Corp | 9,400 | $230,770 | $203,750.64 | - | -$27,019.36 | -11.71% | +2.972% |
| D Dominion Energy, Inc. | 28,355 | $1.83M | $1.78M | - | -$47,125.91 | -2.58% | +0.104% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 7,707 | $3.67M | $4.01M | - | $335,561.68 | 9.14% | +0.863% |
| DIS The Walt Disney Company | 24,001 | $2.48M | $2.67M | - | $188,948.37 | 7.61% | +2.138% |
| DUK Duke Energy Corporation | 21,780 | $2.7M | $2.61M | - | -$92,347.83 | -3.42% | -0.008% |
| EEM iShares MSCI Emerging Markets ETF | 75,444 | $5.02M | $4.8M | - | -$220,152.85 | -4.38% | -1.103% |
| EFA iShares MSCI EAFE ETF | 126,969 | $12.55M | $13.12M | - | $577,926.05 | 4.61% | +0.594% |
| EIX Edison International | 14,800 | $1.1M | $822,658 | - | -$279,202 | -25.34% | +0.262% |
| ES Eversource Energy | 16,349 | $1.18M | $1.09M | - | -$95,232.7 | -8.06% | -0.337% |
| FSLR First Solar, Inc. | 1,218 | $287,399 | $217,004.97 | - | -$70,394.03 | -24.49% | -0.511% |
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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 Mitch S Zides?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $7.65M, SPDR S&P 500 ETF Trust - $5.25M, iShares Currency Hedged MSCI Switzerland ETF - $3.17M, Invesco QQQ Trust, Series 1 - $2.75M, and Netflix, Inc - $1.5M. 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: iShares iBoxx $ Investment Grade Corporate Bond ETF - $550,080.31, ConocoPhillips - $430,712, The Walt Disney Company - $387,594.07, JPMorgan Chase & Co - $336,251.87, and Occidental Petroleum Corporation - $307,700.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mitch S Zides's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.13M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $1.26M, SPDR S&P 500 ETF Trust - $635,599.87, iShares iBoxx $ Investment Grade Corporate Bond ETF - $357,139.92, PIMCO Multisector Bond Active ETF - $268,953.16, and iShares MSCI EAFE ETF - $156,111.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mitch S Zides's monthly returns?
Mitch S Zides'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 Mitch S Zides's strategy be considered aggressive or moderate?
Mitch S Zides's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Mitch S Zides's strategy?
Mitch S Zides's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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