Mitchell Goldhar Portfolio
Invests via TLT Family Holdco ULC | Managed by Mitchell Goldhar
Invests via TLT Family Holdco ULC
Managed by Mitchell Goldhar
Automatically Tracked
Canadian real estate entrepreneur and private investor focused on retail-anchored real estate and mixed-use development, with a track record of creating large-format shopping centres and urban redevelopment projects. Mitchell Goldhar has significant holdings through development companies and family investment vehicles, and is known for strategic asset recycling, joint-venture partnerships with institutional capital, and opportunistic acquisitions in retail and entertainment-related assets. Active across investment, property management and selective media and leisure stakes, the profile is relevant to lenders, REITs, and institutional allocators seeking exposure to Canadian commercial real estate and value-creation developers.
Canadian real estate entrepreneur and private investor focused on retail-anchored real estate and mixed-use development, with a track record of creating large-format shopping centres and urban redevelopment projects. Mitchell Goldhar has significant holdings through development companies and family investment vehicles, and is known for strategic asset recycling, joint-venture partnerships with institutional capital, and opportunistic acquisitions in retail and entertainment-related assets. Active across investment, property management and selective media and leisure stakes, the profile is relevant to lenders, REITs, and institutional allocators seeking exposure to Canadian commercial real estate and value-creation developers.
Investment Philosophy & Strategy
Focuses on value-driven commercial real estate investing that prioritizes retail-anchored and mixed-use redevelopment opportunities where active asset management and repositioning unlock upside. Employs opportunistic acquisitions, strategic asset recycling and JV partnerships with institutional capital to scale projects while preserving upside for family vehicles. Capital allocation favors urban redevelopment, large-format retail and leisure-related assets with cash-flow stability and redevelopment optionality; horizon is medium-to-long term with a bias toward event-driven value creation and disciplined leverage to protect downside.
Focuses on value-driven commercial real estate investing that prioritizes retail-anchored and mixed-use redevelopment opportunities where active asset management and repositioning unlock upside. Employs opportunistic acquisitions, strategic asset recycling and JV partnerships with institutional capital to scale projects while preserving upside for family vehicles. Capital allocation favors urban redevelopment, large-format retail and leisure-related assets with cash-flow stability and redevelopment optionality; horizon is medium-to-long term with a bias toward event-driven value creation and disciplined leverage to protect downside.
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:
-24.63%
Gain -3.86%
Monthly
-1.96%
Yearly
-21.12%
Drawdown
32.91%
$789.01M
Equity
Holdings
$789.01M
Investment
$654.31M
-$328.27M
Profit -$31.42M
Realized
-$462.98M
Unrealized
$134.71M
Dividends
$10.42M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.86%
Profit
-$31.42M
Win %
70%
This Week
Compared To Last Week
Gain
-3.83%
Profit
-$31.42M
Win %
70%
This Month
Compared to last month
Gain
-1.56%
Profit
-$12.49M
Win %
70%
This Year
Compared to last year
Gain
5.52%
Profit
$28.53M
Win %
66%
No Data
TRI Thomson Reuters Corp.
-5.99%
-$26.82M 
IBIT iShares Bitcoin Trust
-1.57%
-$127,800 
GLDM SPDR Gold MiniShares Trust
-1.11%
-$368,355 
IVLU iShares MSCI International Value Factor ETF
-0.32%
-$25,041.5 
VOO Vanguard S&P 500 ETF
-0.32%
-$487,199.63 
VT Vanguard Total World Stock ETF
-0.22%
-$162,360 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$16,529.5 
VWO Vanguard FTSE Emerging Markets ETF
-0.07%
-$17,326 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.02%
-$11,223 Events
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Dividends
Dividend Analysis
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| Trades 19 | Longs Won 15/19 78% | Profit Factor 0.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $113.09M |
| Average Win $10.23M | Best Trade (Sep 03) $123.24M | Sharpe Ratio 0 |
| Average Loss -$120.43M | Worst Trade (Jun 29) -$478.27M | Z-Score 2.33 (98.03%) |
| Commissions $0 | Avg. Trade Length 9m 1w 6d | Expectancy -$17.28M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 7 | 6 | 5 | 5 | 4 | 3 | 3 | 2 | 1 | 1 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BND Vanguard Total Bond Market Index Fund | 254,300 | $18.72M | $18.28M | - | -$444,265.5 | -2.37% | -0.09% |
| GLDM SPDR Gold MiniShares Trust | 377,800 | $30M | $32.78M | - | $2.77M | 9.24% | -1.111% |
| IBIT iShares Bitcoin Trust | 180,000 | $11.02M | $8.01M | - | -$3M | -27.27% | -1.57% |
| IVLU iShares MSCI International Value Factor ETF | 172,700 | $5.68M | $7.74M | - | $2.06M | 36.26% | -0.323% |
| TRI Thomson Reuters Corp. | 4.24M | $345.99M | $420.89M | - | $74.9M | 21.65% | -5.99% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 748,200 | $42.65M | $55.18M | - | $12.52M | 29.35% | -0.02% |
| VOO Vanguard S&P 500 ETF | 212,750 | $120.85M | $150.14M | - | $29.29M | 24.24% | -0.323% |
| VT Vanguard Total World Stock ETF | 451,000 | $57.96M | $72.78M | - | $14.82M | 25.56% | -0.223% |
| VWO Vanguard FTSE Emerging Markets ETF | 433,150 | $21.42M | $26.6M | - | $5.17M | 24.14% | -0.065% |
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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 Mitchell Goldhar?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $12.63M, Thomson Reuters Corp - $2.77M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.27M, Vanguard Total World Stock ETF - $1.88M, and iShares MSCI USA Value Factor ETF - $1.85M. 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: TRI - $478.27M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mitchell Goldhar's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.42M earned over time. The largest contributors to dividend income include Thomson Reuters Corp - $2.77M, Vanguard S&P 500 ETF - $2.2M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.54M, Vanguard Total Bond Market Index Fund - $1.35M, and Vanguard Total World Stock ETF - $1.21M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mitchell Goldhar's monthly returns?
Mitchell Goldhar's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Mitchell Goldhar's strategy be considered aggressive or moderate?
Mitchell Goldhar's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Mitchell Goldhar's strategy?
Mitchell Goldhar's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
