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:
56.88%
Gain +0.56%
Monthly
1.3%
Yearly
16.75%
Drawdown
8.92%
$163.27M
Equity
Holdings
$163.27M
Investment
$147.18M
$46.75M
Profit +$717,054.65
Realized
$30.66M
Unrealized
$16.09M
Dividends
$4.74M
Goals
Avg. 84.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$717,054.65
Win %
66%
This Week
Compared To Last Week
Gain
0.62%
Profit
$997,191.16
Win %
66%
This Month
Compared to last month
Gain
2.1%
Profit
$3.36M
Win %
66%
This Year
Compared to last year
Gain
3.46%
Profit
$5.46M
Win %
65%
NVDA NVIDIA Corporation
+3.03%
+$71,567.36 
HON Honeywell International Inc.
+2.27%
+$5,778.54 
MRK Merck & Co., Inc.
+1.92%
+$23,600 
EEM iShares MSCI Emerging Markets ETF
+1.57%
+$77,707.32 
SCHW Charles Schwab Corporation
+1.52%
+$37,167.32 
BAC Bank of America Corporation
+1.27%
+$47,332.35 
O Realty Income Corporation
+1.13%
+$9,661.4 
SCHF Schwab International Equity ETF
+0.92%
+$2,132.78 
PLD Prologis Inc.
+0.88%
+$8,939.64 
JPM JPMorgan Chase & Co.
+0.87%
+$8,798.25 
KMI Kinder Morgan, Inc.
+0.79%
+$9,125 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$20,280.71 
HPQ HP Inc.
+0.72%
+$9,502.71 
SO The Southern Company
+0.65%
+$10,272 
ES Eversource Energy
+0.59%
+$6,866.58 
IWM iShares Russell 2000 ETF
+0.57%
+$35,022.84 
MCD McDonald's Corporation
+0.56%
+$1,785.61 
PNC The PNC Financial Services Group, Inc.
+0.48%
+$1,439.1 
XLP Consumer Staples Select Sector SPDR Fund
+0.46%
+$2,106 
AMGN Amgen Inc.
+0.45%
+$2,173.29 
EFA iShares MSCI EAFE ETF
+0.38%
+$52,057.8 
VYM Vanguard High Dividend Yield ETF
+0.32%
+$2,129.01 
VUG Vanguard Growth ETF
+0.32%
+$673.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$3,610.83 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.26%
+$2,050.12 
IVV iShares Core S&P 500 ETF
+0.25%
+$997.65 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$74,105.83 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.25%
+$1,497.07 
DUK Duke Energy Corporation
+0.24%
+$6,534 
VIG Vanguard Dividend Appreciation ETF
+0.22%
+$1,505.35 
PEP PepsiCo, Inc.
+0.21%
+$616.25 
CEG Constellation Energy Corporation
+0.12%
+$1,712.64 
PYLD PIMCO Multisector Bond Active ETF
+0.12%
+$505.65 
MDT Medtronic plc
+0.09%
+$608 
NEE NextEra Energy, Inc.
+0.05%
+$96.12 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,293.66 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FSLR First Solar, Inc.
-5.87%
-$17,222.52 
META Meta Platforms Inc Class A
-3.38%
-$24,992.93 
HD The Home Depot, Inc.
-3.12%
-$58,222.56 
LOW Lowe's Companies Inc.
-2.39%
-$15,813.6 
MSFT Microsoft Corp.
-2.26%
-$33,058.9 
AMZN Amazon.com Inc
-1.83%
-$79,051.42 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$352,535.12 
LUV Southwest Airlines Co.
-1.19%
-$11,802.78 
T AT&T Inc.
-1.02%
-$5,526.75 
MO Altria Group, Inc.
-1%
-$3,645.84 
AAPL Apple Inc.
-0.87%
-$53,641.56 
TMUS T-Mobile US, Inc.
-0.81%
-$5,930.5 
TGTX TG Therapeutics, Inc.
-0.8%
-$1,676 
PG Procter & Gamble Co
-0.78%
-$5,998.09 
NFLX Netflix, Inc.
-0.78%
-$12,233.94 
VRTX Vertex Pharmaceuticals Incorporated
-0.74%
-$4,159.14 
CMCSA Comcast Corp
-0.7%
-$1,692 
EIX Edison International
-0.7%
-$7,252 
VZ Verizon Communications Inc.
-0.61%
-$10,185.67 
ABBV AbbVie Inc.
-0.53%
-$5,651.2 
TMO Thermo Fisher Scientific Inc.
-0.33%
-$3,832.74 
DIS The Walt Disney Company
-0.3%
-$7,440.31 
BKNG Booking Holdings Inc.
-0.29%
-$5,923.1 
IBIT iShares Bitcoin Trust
-0.14%
-$320.15 
D Dominion Energy, Inc.
-0.09%
-$1,701.24 
GOOGL Alphabet Inc
-0.08%
-$1,875.5 
XOM Exxon Mobil Corporation
-0.03%
-$194.15 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.02%
-$1,002.14 
PM Philip Morris International Inc.
-0.02%
-$87.15 
AVGO Broadcom Inc.
-0.01%
-$115.33 Events
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Dividends
Dividend Analysis
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| Trades 407 | Longs Won 268/407 65% | Profit Factor 6.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $385,784.96 |
| Average Win $206,856.43 | Best Trade (Aug 14) $3.18M | Sharpe Ratio -9.26 |
| Average Loss -$62,495.77 | Worst Trade (Dec 30) -$539,889.8 | Z-Score -1.28 (79.95%) |
| Commissions $0 | Avg. Trade Length 7m 3w 2d | Expectancy $114,866.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,611 | 2,350 | 2,089 | 1,828 | 1,567 | 1,305 | 1,044 | 783 | 522 | 261 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,166 | $4.72M | $6.1M | - | $1.37M | 29% | -0.872% |
| ABBV AbbVie Inc. | 4,249 | $1.07M | $1.06M | - | -$12,236.8 | -1.14% | -0.532% |
| AMGN Amgen Inc. | 1,156 | $418,611 | $481,104.08 | - | $62,493.08 | 14.93% | +0.454% |
| AMZN Amazon.com Inc | 15,842 | $3.65M | $4.23M | - | $579,301.26 | 15.85% | -1.833% |
| AVGO Broadcom Inc. | 3,846 | $1.41M | $1.6M | - | $191,371.9 | 13.58% | -0.007% |
| BAC Bank of America Corporation | 58,435 | $3.33M | $3.79M | - | $457,546.35 | 13.74% | +1.266% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 64,683 | $5.93M | $5.92M | - | -$8,410.81 | -0.14% | +0.022% |
| BKNG Booking Holdings Inc. | 9,710 | $1.73M | $2.06M | - | $330,334.6 | 19.09% | -0.287% |
| BRK-B Berkshire Hathaway Inc. | 54,572 | $22.76M | $27.83M | - | $5.07M | 22.27% | -1.251% |
| CEG Constellation Energy Corporation | 5,352 | $1.33M | $1.49M | - | $162,219.31 | 12.2% | +0.115% |
| CMCSA Comcast Corp | 9,400 | $230,770 | $239,418 | - | $8,648 | 3.75% | -0.702% |
| D Dominion Energy, Inc. | 28,355 | $1.83M | $1.93M | - | $99,611.22 | 5.44% | -0.088% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 7,707 | $3.67M | $4.14M | - | $467,120.17 | 12.72% | -0.024% |
| DIS The Walt Disney Company | 24,001 | $2.48M | $2.48M | - | -$5,459.73 | -0.22% | -0.299% |
| DUK Duke Energy Corporation | 21,780 | $2.7M | $2.69M | - | -$8,277.03 | -0.31% | +0.244% |
| EEM iShares MSCI Emerging Markets ETF | 75,444 | $5.02M | $5.01M | - | -$10,418.53 | -0.21% | +1.574% |
| EFA iShares MSCI EAFE ETF | 126,969 | $12.55M | $13.78M | - | $1.23M | 9.81% | +0.379% |
| EIX Edison International | 14,800 | $1.1M | $1.03M | - | -$74,740 | -6.78% | -0.701% |
| ES Eversource Energy | 16,349 | $1.18M | $1.17M | - | -$11,771.05 | -1% | +0.59% |
| FSLR First Solar, Inc. | 1,218 | $287,399 | $276,205.86 | - | -$11,193.14 | -3.89% | -5.869% |
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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 - $5.18M, 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 $4.74M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $1.24M, SPDR S&P 500 ETF Trust - $563,074.46, iShares iBoxx $ Investment Grade Corporate Bond ETF - $357,139.92, PIMCO Multisector Bond Active ETF - $264,233.76, 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.
