Seth Hodes Portfolio
Invests via Able Wealth Management LLC | Managed by Seth Philip Hodes, Yoel Kaplowitz
Invests via Able Wealth Management LLC
Managed by Seth Philip Hodes, Yoel Kaplowitz
Automatically Tracked
Seth Hodes Profile
Seasoned investor and operator focused on growth-stage tech and fintech companies, with experience spanning corporate development, product strategy, and venture investing. Seth Hodes brings operational leadership from prior startup exits and roles in strategic finance, advising boards on scaling go-to-market and capital strategy. Active angel and seed investor, concentrates on SaaS, payments and data infrastructure with hands-on portfolio support and LP fundraising experience.
Seasoned investor and operator focused on growth-stage tech and fintech companies, with experience spanning corporate development, product strategy, and venture investing. Seth Hodes brings operational leadership from prior startup exits and roles in strategic finance, advising boards on scaling go-to-market and capital strategy. Active angel and seed investor, concentrates on SaaS, payments and data infrastructure with hands-on portfolio support and LP fundraising experience.
Investment Philosophy & Strategy
Pragmatic growth investor with a bias toward scalable enterprise software, payments and data infrastructure. Prefers growth-stage opportunities where operational playbooks and product-led go-to-market motion can be amplified by active board-level involvement and strategic finance expertise. Allocates capital to companies demonstrating durable unit economics, clear paths to monetization and repeatable customer acquisition; balances concentrated bets with follow-on reserves. Time horizon is multi-year growth capture, risk-managed via staged funding, KPI-driven cadence and hands-on product and GTM support to accelerate exits and value creation.
Pragmatic growth investor with a bias toward scalable enterprise software, payments and data infrastructure. Prefers growth-stage opportunities where operational playbooks and product-led go-to-market motion can be amplified by active board-level involvement and strategic finance expertise. Allocates capital to companies demonstrating durable unit economics, clear paths to monetization and repeatable customer acquisition; balances concentrated bets with follow-on reserves. Time horizon is multi-year growth capture, risk-managed via staged funding, KPI-driven cadence and hands-on product and GTM support to accelerate exits and value creation.
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:
9.04%
Gain
Monthly
0.28%
Yearly
3.47%
Drawdown
29.38%
$411.34M
Equity
Holdings
$411.34M
Investment
$353.27M
$69.02M
Profit -$2.11M
Realized
$10.94M
Unrealized
$58.08M
Dividends
$11.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.11M
Win %
74%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$2.94M
Win %
74%
This Month
Compared to last month
Gain
-0.55%
Profit
-$2.27M
Win %
74%
This Year
Compared to last year
Gain
9.86%
Profit
$36.93M
Win %
74%
MRK Merck & Co., Inc.
+4.17%
+$10,882.44 
INFY Infosys Limited
+4.08%
+$5,416.2 
WU Western Union Co.
+3.54%
+$4,027.91 
PM Philip Morris International Inc.
+3.33%
+$8,048.74 
T AT&T Inc.
+3.22%
+$4,943.03 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+2.9%
+$7,095.97 
OSG Octave Specialty Group, Inc.
+2.41%
+$2,134.44 
MA Mastercard Incorporated
+2.37%
+$60,880.8 
XLV Health Care Select Sector SPDR Fund
+2.34%
+$5,457.47 
NLOP Net Lease Office Properties.
+2.06%
+$2,530.01 
MSFT Microsoft Corp.
+1.78%
+$24,675.3 
LLY Eli Lilly and Company
+1.73%
+$6,244.35 
AQN Algonquin Power & Utilities Corp.
+1.65%
+$1,191.11 
DVY iShares Select Dividend ETF
+1.55%
+$16,502.07 
KREF KKR Real Estate Finance Trust Inc.
+1.48%
+$2,010.58 
UVE Universal Insurance Holdings, Inc.
+1.46%
+$3,206.24 
AUSF Global X Adaptive U.S. Factor ETF
+1.43%
+$56,778.86 
PFE Pfizer Inc.
+1.29%
+$6,887.13 
ED Consolidated Edison, Inc.
+1.28%
+$5,685.47 
AAPL Apple Inc.
+1.25%
+$72,081.18 
MOAT VanEck Morningstar Wide Moat Fund
+1.11%
+$14,162.36 
AVUV Avantis U.S. Small Cap Value ETF
+1.1%
+$2,637.25 
HD The Home Depot, Inc.
+1.09%
+$2,845.9 
YEXT Yext Inc.
+1.01%
+$691.74 
PACS Pacs Group Inc.
+0.89%
+$4,344.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.89%
+$69,325.15 
CHRD Chord Energy Corp
+0.83%
+$1,549.27 
IUSV iShares Core S&P U.S. Value ETF
+0.69%
+$49,684.46 
IVE ISHARES S&P 500 VALUE ETF
+0.66%
+$15,662.07 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$3,250.22 
NFLX Netflix, Inc.
+0.45%
+$2,797.42 
EQWL Invesco S&P 100 Equal Weight ETF
+0.43%
+$34,643.84 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$991.15 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$850.03 
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$810.06 
PVAL Putnam Focused Large Cap Value ETF
+0.29%
+$52,811.25 
VTV Vanguard Value ETF
+0.26%
+$1,321.02 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$506.9 
GOOG Alphabet Inc
+0.22%
+$2,761.18 
GOOGL Alphabet Inc
+0.17%
+$2,267.33 
AHRT AMERICAN HEALTHCARE REIT INC
+0.07%
+$98.64 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.07%
+$489.18 
PAAA PGIM AAA CLO ETF
+0.05%
+$2,212.5 
UYLD Angel Oak UltraShort Income Fund
+0.04%
+$3,181.94 
JBBB Janus Henderson B-BBB CLO ETF
+0.02%
+$75.25 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$1,314.15 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$1,553.36 
SHV iShares Short Treasury Bond ETF
+0.01%
+$2,765.66 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
+$11.13 
AJUL
0%
$0 
CSHI Neos Enhanced Income Cash Alternative ETF
0%
$0 
HIMU
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
MTA
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
-5.28%
-$345,045.6 
SMH VanEck Semiconductor ETF
-4.22%
-$142,076.07 
MOG-A Moog Inc.
-3.81%
-$11,223.01 
SPMO Invesco S&P 500 Momentum ETF
-3.24%
-$423,651.06 
ITA iShares U.S. Aerospace & Defense ETF
-2.95%
-$48,671.48 
CSCO Cisco Systems, Inc.
-2.89%
-$11,127.35 
NVDA NVIDIA Corporation
-2.73%
-$50,308.79 
XLK State Street Technology Select Sector SPDR ETF
-2.65%
-$10,690.76 
IXN iShares Global Tech ETF
-2.65%
-$29,006.55 
ICVT iShares Convertible Bond ETF
-2.2%
-$11,880.75 
IEMG iShares Core MSCI Emerging Markets ETF
-2.05%
-$156,216.08 
META Meta Platforms Inc Class A
-1.85%
-$7,645.16 
GLDM SPDR Gold MiniShares Trust
-1.78%
-$18,143.84 
IWY iShares Russell Top 200 Growth ETF
-1.65%
-$14,953.95 
IWF iShares Russell 1000 Growth ETF
-1.64%
-$50,411.12 
IDMO Invesco S&P International Developed Momentum ETF
-1.62%
-$99,028.8 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.58%
-$9,416.88 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$10,785.6 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.52%
-$19,231.68 
EIS iShares MSCI Israel ETF
-1.45%
-$3,399.8 
BLCR iShares Large Cap Core ACT ETF
-1.41%
-$23,658.6 
TSLA Tesla, Inc.
-1.41%
-$6,338.39 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.37%
-$215,461.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.29%
-$24,751.26 
SPEM SPDR Portfolio Emerging Markets ETF
-1.29%
-$10,444.49 
IUSG iShares Core S&P U.S. Growth ETF
-1.28%
-$97,074 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.21%
-$10,810.63 
CBLS Clough Hedged Equity ETF
-1.19%
-$5,074.3 
IXUS iShares Core International Stock ETF
-1.17%
-$4,902.87 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$5,079.35 
CORO Ishares International Country Rotational Active ETF
-1.09%
-$87,902.88 
EFG iShares MSCI EAFE Growth ETF
-1.08%
-$18,510.36 
JPM JPMorgan Chase & Co.
-0.99%
-$6,191.11 
RSEE Rareview Systematic Equity Fund
-0.97%
-$6,008.87 
CTA Simplify Managed Futures Strategy ETF
-0.95%
-$4,309.76 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.9%
-$191,749.23 
THRO iShares U.S. Thematic Rotation Active ETF
-0.87%
-$44,922.37 
IVR Invesco Mortgage Capital Inc.
-0.8%
-$715.2 
CLSE Convergence Long/Short Equity Fund
-0.76%
-$2,417.74 
ACWI iShares MSCI ACWI ETF
-0.74%
-$76,161.15 
PEG Public Service Enterprise Group Incorporated
-0.73%
-$4,439.9 
ACIO Aptus Collared Investment Opportunity ETF
-0.63%
-$1,736.08 
FELC Fidelity Enhanced Large Cap Core ETF
-0.63%
-$40,366.89 
DFIV Dimensional International Value ETF
-0.61%
-$5,429.95 
OEF iShares S&P 100 ETF
-0.48%
-$26,822.3 
EFV iShares MSCI EAFE Value ETF
-0.48%
-$68,114.24 
VOO Vanguard S&P 500 ETF
-0.47%
-$24,567.3 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.47%
-$8,597.58 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$14,313.78 
IVV iShares Core S&P 500 ETF
-0.46%
-$118,428.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.46%
-$21,913.12 
SCHB Schwab U.S. Broad Market ETF
-0.45%
-$1,940.77 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$4,407.15 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.42%
-$10,426.32 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.38%
-$4,231.68 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.34%
-$855.43 
CAIE Calamos Autocallable Income ETF
-0.28%
-$2,653.28 
LMUB iShares Long-Term National Muni Bond ETF
-0.2%
-$2,355.3 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.15%
-$5,680.29 
HYEM VanEck Emerging Markets High Yield Bond Fund
-0.15%
-$402.39 
AMZN Amazon.com Inc
-0.14%
-$1,629.41 
PAYO Payoneer Global Inc.
-0.14%
-$148.85 
IAGG iShares International Aggregate Bond Fund
-0.14%
-$1,387.61 
TLT iShares 20+ Year Treasury Bond ETF
-0.13%
-$534.6 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.12%
-$1,460.74 
MUB iShares National Muni Bond ETF
-0.12%
-$1,754.25 
XLF Financial Select Sector SPDR Fund
-0.12%
-$270.33 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$348.6 
TLH iShares 10-20 Year Treasury Bond ETF
-0.11%
-$2,092.76 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$747.42 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.09%
-$580.72 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.05%
-$267.37 
BINC iShares Flexible Income Active ETF
-0.05%
-$1,910.25 
CPSJ Calamos S&P 500 Structured Alt Protection ETF – July
-0.04%
-$87.57 
CLOA iShares AAA CLO ETF
-0.03%
-$105.51 
JQUA JPMorgan U.S. Quality Factor ETF
-0.03%
-$4,547.68 
CARY Angel Oak Income ETF
-0.02%
-$426.99 
CPRJ Calamos Russell 2000 Structured Alt Protection ETF - July
-0.02%
-$58.15 
IGEB iShares Investment Grade Corporate Bond ETF
-0.02%
-$71.01 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$1,132.93 
FTLS First Trust Long/Short Equity ETF
-0.01%
-$37.06 
IUSB iShares Core Universal USD Bond ETF
-0.01%
-$523.59 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$567.75 Events
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Dividends
Dividend Analysis
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| Trades 1464 | Longs Won 672/1464 45% | Profit Factor 27.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $225,167.89 |
| Average Win $106,577.01 | Best Trade (Jul 15) $3.22M | Sharpe Ratio -10.59 |
| Average Loss -$3,284.72 | Worst Trade (Mar 30) -$1.11M | Z-Score -13.98 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $47,143.62 |
| 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 | 125,000 | 112,500 | 100,000 | 87,500 | 75,000 | 62,500 | 50,000 | 37,500 | 25,000 | 12,500 |
Hover over the desired column for a detailed explanation.
Returns
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