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:
40.76%
Gain -0.11%
Monthly
0.15%
Yearly
1.85%
Drawdown
17.29%
$86.64M
Equity
Holdings
$86.64M
Investment
$78.1M
$16.3M
Profit -$216,015.3
Realized
$7.59M
Unrealized
$8.71M
Dividends
$18.6M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$216,015.3
Win %
86%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$817,462.82
Win %
86%
This Month
Compared to last month
Gain
1.67%
Profit
$2.1M
Win %
86%
This Year
Compared to last year
Gain
1.18%
Profit
$1.49M
Win %
90%
IWM iShares Russell 2000 ETF
+0.52%
+$7,844.64 
ALL Allstate Corporation
+0.34%
+$2,107.5 
AAPL Apple Inc.
+0.22%
+$639.18 
PEG Public Service Enterprise Group Incorporated
+0.13%
+$520.39 
NJR New Jersey Resources Corporation
+0.11%
+$508.8 QQQ
QQQ
0%
$0 2944
29444U502
0%
$0 8136
81369Y704
0%
$0 7846
78467X109
0%
$0 9282
92826C839
0%
$0 7846
78464A888
0%
$0 7846
78464A821
0%
$0 5849
584918014
0%
$0 
TJX The TJX Companies, Inc.
-1.1%
-$6,249.2 
AMZN Amazon.com Inc
-0.93%
-$9,022.91 
HD The Home Depot, Inc.
-0.85%
-$3,514.82 
SHW The Sherwin-Williams Company
-0.68%
-$204,776.68 
IXN iShares Global Tech ETF
-0.51%
-$1,495.77 
VUG Vanguard Growth ETF
-0.42%
-$1,118.25 
IWB iShares Russell 1000 ETF
-0.15%
-$24,109.28 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$246.59 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1677 | Longs Won 1206/1677 71% | Profit Factor 0.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.65M |
| Average Win $224,652.31 | Best Trade (Jun 30) $37.73M | Sharpe Ratio -11.72 |
| Average Loss -$638,295.23 | Worst Trade (Mar 31) -$224.44M | Z-Score -23.22 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m | Expectancy $9,716.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 88.94% | 92.13% | 94.05% | 95.44% | 96.53% | 97.43% | 98.2% | 98.87% | 99.46% |
| Consecutive Losing Trades | 136 | 122 | 109 | 95 | 81 | 68 | 54 | 41 | 27 | 14 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2944 29444U502 | 432 | $365,493.95 | $365,493.95 | - | - | - | 0.0 |
| 5849 584918014 | 544 | $172,677.83 | $171,640.4 | - | -$1,037.43 | -0.6% | 0.0 |
| 7846 78464A821 | 5,183 | $2.49M | $2.48M | - | -$2,984.85 | -0.12% | 0.0 |
| 7846 78464A888 | 9,785 | $331,469.02 | $328,187.81 | - | -$3,281.21 | -0.99% | 0.0 |
| 7846 78467X109 | 59,471 | $20.45M | $20.45M | - | - | - | 0.0 |
| 8136 81369Y704 | 4,894 | $366,158.76 | $363,572.18 | - | -$2,586.58 | -0.71% | 0.0 |
| 9282 92826C839 | 770 | $200,479.48 | $200,479.48 | - | - | - | 0.0 |
| AAPL Apple Inc. | 954 | $200,937.58 | $291,857.22 | - | $90,919.64 | 45.25% | +0.219% |
| ALL Allstate Corporation | 2,368 | $144,460.03 | $618,924.16 | - | $474,464.13 | 328.44% | +0.342% |
| AMZN Amazon.com Inc | 3,653 | $242,510.9 | $959,496.98 | - | $716,986.08 | 295.65% | -0.932% |
| HD The Home Depot, Inc. | 1,212 | $179,426.49 | $410,625.59 | - | $231,199.1 | 128.85% | -0.849% |
| IWB iShares Russell 1000 ETF | 38,886 | $7.55M | $16.54M | - | $8.99M | 119.09% | -0.146% |
| IWM iShares Russell 2000 ETF | 4,965 | $1.06M | $1.51M | - | $458,709.21 | 43.44% | +0.521% |
| IXN iShares Global Tech ETF | 2,049 | $215,145 | $293,683.17 | - | $78,538.17 | 36.5% | -0.507% |
| NJR New Jersey Resources Corporation | 8,480 | $400,256 | $471,488 | - | $71,232 | 17.8% | +0.108% |
| PEG Public Service Enterprise Group Incorporated | 5,204 | $325,822 | $395,660.11 | - | $69,838.11 | 21.43% | +0.132% |
| QQQ QQQ | 52,079 | $20.18M | $9.73M | - | -$10.46M | -51.81% | 0.0 |
| SHW The Sherwin-Williams Company | 83,583 | $22.52M | $30.01M | - | $7.5M | 33.29% | -0.678% |
| TJX The TJX Companies, Inc. | 3,676 | $169,176.82 | $559,156.36 | - | $389,979.54 | 230.52% | -1.105% |
| VTI VANGUARD TOTAL STOCK MKT ETF | 548 | $202,847 | $210,349.81 | - | $7,502.81 | 3.7% | -0.117% |
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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 steve mais?
The largest contributions to the portfolio's profits come from the following stocks: The Sherwin-Williams Company - $90.93M, 78467x109 - $36.02M, QQQ - $14.79M, 78464a821 - $14.74M, and iShares Russell 2000 ETF - $13.83M. 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: GBGLF - $231.88M, iShares MSCI Hong Kong ETF - $17.19M, SPDR S&P Metals & Mining ETF - $3.69M, 76484A730 - $2.61M, and Teck Resources Ltd - $1.37M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does steve mais's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.6M earned over time. The largest contributors to dividend income include The Sherwin-Williams Company - $3.36M, iShares Russell 2000 ETF - $2.72M, iShares Russell 1000 ETF - $1.67M, SPDR Dow Jones Industrial Average ETF Trust - $888,326.81, and VANGUARD TOTAL STOCK MKT ETF - $810,344.3. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are steve mais's monthly returns?
steve mais's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can steve mais's strategy be considered aggressive or moderate?
steve mais's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow steve mais's strategy?
steve mais's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
