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:
28.22%
Gain
Monthly
0.75%
Yearly
9.33%
Drawdown
14.58%
$155.9M
Equity
Holdings
$155.9M
Investment
$138.4M
$40.82M
Profit -$392,249.23
Realized
$23.32M
Unrealized
$17.5M
Dividends
$4.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$392,249.23
Win %
68%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$275,101.23
Win %
68%
This Month
Compared to last month
Gain
0.12%
Profit
$181,230.78
Win %
68%
This Year
Compared to last year
Gain
7.94%
Profit
$11.47M
Win %
72%
XOM Exxon Mobil Corporation
+4.23%
+$22,793.21 
OXY Occidental Petroleum Corporation
+3.44%
+$6,258.98 
COP ConocoPhillips
+3.2%
+$55,264.15 
CVX Chevron Corporation
+2.94%
+$85,837.41 
CB Chubb Limited
+1.95%
+$47,591.11 
MSFT Microsoft Corp.
+1.84%
+$18,725.65 
NFLX Netflix, Inc.
+1.54%
+$34,959.94 
AMZN Amazon.com Inc
+1.19%
+$34,458.21 
T AT&T Inc.
+1.11%
+$2,400.99 
DUK Duke Energy Corporation
+1.1%
+$17,388 
D Dominion Energy, Inc.
+0.81%
+$6,270 
BRK-B Berkshire Hathaway Inc.
+0.64%
+$214,131.66 
XLU Utilities Select Sector SPDR Fund
+0.63%
+$1,311 
NEE NextEra Energy, Inc.
+0.53%
+$1,082.41 
MO Altria Group, Inc.
+0.52%
+$2,684.62 
DIS The Walt Disney Company
+0.49%
+$4,633.26 
TRV The Travelers Companies, Inc.
+0.34%
+$833.75 
AAPL Apple Inc.
+0.32%
+$13,834.34 
PM Philip Morris International Inc.
+0.07%
+$341.04 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,412.97 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
-4.09%
-$56,638.78 
EEM iShares MSCI Emerging Markets ETF
-3.41%
-$26,821.92 
AVGO Broadcom Inc.
-3.37%
-$8,694.6 
NVDA NVIDIA Corporation
-3.23%
-$11,842.94 
DELL Dell Technologies Inc.
-2.73%
-$47,780.09 
HON Honeywell International Inc.
-2.3%
-$6,354.31 
QQQ Invesco QQQ Trust, Series 1
-1.74%
-$232,202.55 
SCHF Schwab International Equity ETF
-1.69%
-$4,472.37 
HD The Home Depot, Inc.
-1.65%
-$24,684.85 
META Meta Platforms Inc Class A
-1.14%
-$6,458.37 
EFA iShares MSCI EAFE ETF
-0.97%
-$96,354 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$8,350.64 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$232,483.18 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.67%
-$4,010.41 
IVV iShares Core S&P 500 ETF
-0.65%
-$2,467.22 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.63%
-$5,005.65 
GOOGL Alphabet Inc
-0.33%
-$5,186.73 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.3%
-$9,520.56 
PYLD PIMCO Multisector Bond Active ETF
-0.28%
-$1,734 
VIG Vanguard Dividend Appreciation ETF
-0.17%
-$1,052.4 
VYM Vanguard High Dividend Yield ETF
-0.14%
-$854.22 Events
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Dividends
Dividend Analysis
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| Trades 341 | Longs Won 183/341 53% | Profit Factor 10.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $428,703.14 |
| Average Win $246,970.74 | Best Trade (Jul 13) $4.33M | Sharpe Ratio -9.19 |
| Average Loss -$27,693.06 | Worst Trade (Mar 31) -$391,131.89 | Z-Score -7.53 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 4d | Expectancy $119,707.16 |
| 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 | 5,618 | 5,056 | 4,494 | 3,933 | 3,371 | 2,809 | 2,247 | 1,685 | 1,124 | 562 |
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Returns
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