Joel mittelman Portfolio
Invests via Mittelman Wealth Management | Managed by Joel Mittelman
Invests via Mittelman Wealth Management
Managed by Joel Mittelman
Automatically Tracked
Joel mittelman Profile
Experienced technology investor and operator with a focus on scaling SaaS, fintech and digital media businesses through growth-stage capital and strategic board engagement. Joel mittelman brings cross-functional operating experience spanning product, go-to-market and M&A advisory, and positions portfolios for exit or IPO outcomes. Typical investment emphasis is revenue growth, unit-economics improvement and operational playbooks that increase ARR and gross margins; engages actively with founder teams and CFOs on performance metrics.
Experienced technology investor and operator with a focus on scaling SaaS, fintech and digital media businesses through growth-stage capital and strategic board engagement. Joel mittelman brings cross-functional operating experience spanning product, go-to-market and M&A advisory, and positions portfolios for exit or IPO outcomes. Typical investment emphasis is revenue growth, unit-economics improvement and operational playbooks that increase ARR and gross margins; engages actively with founder teams and CFOs on performance metrics.
Investment Philosophy & Strategy
Growth-stage capital is targeted at SaaS, fintech and digital media businesses where repeatable GTM and unit-economics can be scaled. Emphasis is on driving ARR expansion and gross-margin improvement through hands-on board engagement, CFO partnerships and operational playbooks. Underwriting favors measurable revenue growth, clear path to profitability, and exit- or IPO-ready governance.
Growth-stage capital is targeted at SaaS, fintech and digital media businesses where repeatable GTM and unit-economics can be scaled. Emphasis is on driving ARR expansion and gross-margin improvement through hands-on board engagement, CFO partnerships and operational playbooks. Underwriting favors measurable revenue growth, clear path to profitability, and exit- or IPO-ready governance.
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:
3.51%
Gain
Monthly
0.13%
Yearly
1.51%
Drawdown
12.81%
$171.58M
Equity
Holdings
$171.58M
Investment
$150.86M
$25.79M
Profit -$519,751.92
Realized
$5.07M
Unrealized
$20.72M
Dividends
$8.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$519,751.92
Win %
64%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$945,153.98
Win %
64%
This Month
Compared to last month
Gain
-0.19%
Profit
-$322,561.42
Win %
64%
This Year
Compared to last year
Gain
6.98%
Profit
$11.2M
Win %
65%
IBM International Business Machines Corporation
+3.97%
+$10,192.28 
AKRE Akre Focus ETF
+2.55%
+$23,951.67 
WMT Walmart Inc.
+2.41%
+$10,455.97 
MSFT Microsoft Corp.
+2.13%
+$10,258.87 
AAPL Apple Inc.
+1.36%
+$8,957.85 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$128,739.84 
VCR Vanguard Consumer Discretionary ETF
+0.34%
+$3,421.68 
EWU iShares MSCI United Kingdom ETF
+0.33%
+$7,215.25 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$55,295.5 
VB Vanguard Small-Cap ETF
+0.14%
+$5,023.69 
BKLN Invesco Senior Loan ETF
+0.02%
+$765.8 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$302.6 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$52.62 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$57.3 
HOLX Hologic Inc.
0%
$0 
GE General Electric Company
-5.81%
-$28,520.78 
GS The Goldman Sachs Group, Inc.
-5.18%
-$50,557.43 
GEV GE Vernova Inc.
-3.36%
-$14,325.84 
GOOG Alphabet Inc
-2.99%
-$16,099.39 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.7%
-$20,310.71 
NVDA NVIDIA Corporation
-2.61%
-$23,742.43 
CSCO Cisco Systems, Inc.
-2.51%
-$14,848.04 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-1.76%
-$15,329.02 
UPRO ProShares UltraPro S&P500
-1.73%
-$10,992.85 
FLJP Franklin FTSE Japan ETF
-1.65%
-$67,634.16 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.21%
-$28,276.27 
JPM JPMorgan Chase & Co.
-1.18%
-$3,312.96 
VWO Vanguard FTSE Emerging Markets ETF
-1.17%
-$167,473.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$177,768.15 
VOX Vanguard Communication Services ETF
-0.95%
-$10,724.76 
AMZN Amazon.com Inc
-0.94%
-$2,616 
EFA iShares MSCI EAFE ETF
-0.82%
-$4,723.98 
EVLV Evolv Technologies Holdings, Inc.
-0.59%
-$29,764.87 
VOO Vanguard S&P 500 ETF
-0.58%
-$71,266.52 
IVV iShares Core S&P 500 ETF
-0.58%
-$2,054.8 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$2,931.9 
IWB iShares Russell 1000 ETF
-0.5%
-$7,130.24 
HAL Halliburton Company
-0.44%
-$1,251.47 
IGF iShares Global Infrastructure ETF
-0.35%
-$1,023.19 
GXC SPDR S&P China ETF
-0.32%
-$4,876.64 
IWM iShares Russell 2000 ETF
-0.19%
-$3,051.57 
VGLT Vanguard Long-Term Treasury Fund
-0.15%
-$1,485.34 
FLIN Franklin FTSE India ETF
-0.11%
-$1,894.4 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.09%
-$8,135.95 
VPU Vanguard Utilities ETF
-0.08%
-$3,858.69 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$213.82 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.07%
-$7,934.06 
VO Vanguard Mid-Cap ETF
-0.06%
-$3,271.2 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$1,633.66 
IEI iShares 3-7 Year Treasury Bond ETF
-0.05%
-$148.56 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$835 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$361.53 Events
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Dividends
Dividend Analysis
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| Trades 359 | Longs Won 240/359 66% | Profit Factor 4.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $368,903.54 |
| Average Win $137,005.2 | Best Trade (Jul 14) $3.61M | Sharpe Ratio -12.3 |
| Average Loss -$59,576.38 | Worst Trade (Jul 16) -$1.45M | Z-Score 0.05 (3.72%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $71,843.06 |
| 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 | 2,882 | 2,594 | 2,305 | 2,017 | 1,729 | 1,441 | 1,153 | 865 | 576 | 288 |
Hover over the desired column for a detailed explanation.
Returns
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