SM
steve mais Portfolio
Invests via Chartist Inc /CA/ | Managed by steve mais
Invests via Chartist Inc /CA/
Managed by steve mais
Automatically Tracked
steve mais Profile
Steve Mais is a seasoned investor-operator known for his hands-on approach in cultivating startup growth and innovation. His background encompasses significant experience across technology ventures, where he has played pivotal roles in product development and market positioning. Leveraging a unique blend of operational expertise and investment acumen, he has successfully guided early-stage companies through crucial phases of scaling. With a keen eye for disruptive technologies, Mais has been instrumental in identifying opportunities that align with emerging market trends, thus solidifying his reputation within the entrepreneurial landscape.
Steve Mais is a seasoned investor-operator known for his hands-on approach in cultivating startup growth and innovation. His background encompasses significant experience across technology ventures, where he has played pivotal roles in product development and market positioning. Leveraging a unique blend of operational expertise and investment acumen, he has successfully guided early-stage companies through crucial phases of scaling. With a keen eye for disruptive technologies, Mais has been instrumental in identifying opportunities that align with emerging market trends, thus solidifying his reputation within the entrepreneurial landscape.
Investment Philosophy & Strategy
With a sharp focus on innovation and growth, Steve Mais navigates the startup landscape by leveraging his extensive operational experience. His adeptness in identifying disruptive technologies positions him as a catalyst for transformative business models. By fostering an environment where creativity meets strategic execution, he effectively drives early-stage ventures toward scalability. This entrepreneurial mindset, combined with deep market insight, enables him to capitalize on emerging opportunities that resonate with evolving consumer demands.
With a sharp focus on innovation and growth, Steve Mais navigates the startup landscape by leveraging his extensive operational experience. His adeptness in identifying disruptive technologies positions him as a catalyst for transformative business models. By fostering an environment where creativity meets strategic execution, he effectively drives early-stage ventures toward scalability. This entrepreneurial mindset, combined with deep market insight, enables him to capitalize on emerging opportunities that resonate with evolving consumer demands.
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:
9.11%
Gain
Monthly
0.02%
Yearly
0.25%
Drawdown
17.27%
$85.01M
Equity
Holdings
$85.01M
Investment
$78.91M
-$28.43M
Profit -$10.13M
Realized
-$34.53M
Unrealized
$6.1M
Dividends
$18.26M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
-$10.13M
Win %
60%
This Week
Compared To Last Week
Gain
-11.04%
Profit
-$10.55M
Win %
60%
This Month
Compared to last month
Gain
-26.5%
Profit
-$30.64M
Win %
60%
This Year
Compared to last year
Gain
-23.38%
Profit
-$25.94M
Win %
66%
AAPL Apple Inc.
+3.63%
+$10,997.47 
AMZN Amazon.com Inc
+2.96%
+$27,919.97 
HD The Home Depot, Inc.
+1.59%
+$6,644.98 
SHW The Sherwin-Williams Company
+1.03%
+$290,075.52 
VUG Vanguard Growth ETF
+0.5%
+$1,297.17 
IWM iShares Russell 2000 ETF
+0.43%
+$6,255.9 
PEG Public Service Enterprise Group Incorporated
+0.16%
+$676.52 
TJX The TJX Companies, Inc.
+0.15%
+$860.66 
IWB iShares Russell 1000 ETF
+0.12%
+$19,822.76 
29444U502
0%
$0 
584918014
0%
$0 
78464A821
0%
$0 
78464A888
0%
$0 
78467X109
0%
$0 
81369Y704
0%
$0 
92826C839
0%
$0 
QQQ
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 1663 | Longs Won 1151/1663 69% | Profit Factor 0.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.67M |
| Average Win $226,325.24 | Best Trade (Jun 30) $37.73M | Sharpe Ratio -13.7 |
| Average Loss -$572,125.05 | Worst Trade (Mar 31) -$224.44M | Z-Score -21.94 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 2w 3d | Expectancy -$17,096.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 122.25% | 115.08% | 111.08% | 108.32% | 106.23% | 104.56% | 103.16% | 101.97% | 100.92% |
| Consecutive Losing Trades | 149 | 134 | 119 | 104 | 89 | 74 | 59 | 45 | 30 | 15 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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