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:
16.2%
Gain +0.05%
Monthly
0.49%
Yearly
6.08%
Drawdown
11.21%
$40.02M
Equity
Holdings
$40.02M
Investment
$38.19M
$24.88M
Profit +$105,751.96
Realized
$23.04M
Unrealized
$1.83M
Dividends
$8.79M
Goals
Avg. 40% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$105,751.96
Win %
65%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$415,970.96
Win %
65%
This Month
Compared to last month
Gain
0.19%
Profit
$77,528.95
Win %
65%
This Year
Compared to last year
Gain
-3.97%
Profit
-$2.28M
Win %
65%
WMT Walmart Inc.
+2.37%
+$5,581.63 
IBM International Business Machines Corporation
+2.29%
+$4,097.7 
EWU iShares MSCI United Kingdom ETF
+1.68%
+$6,936.99 
FLIN Franklin FTSE India ETF
+1.66%
+$3,078.32 
EVLV Evolv Technologies Holdings, Inc.
+1.6%
+$32,245.26 
VCR Vanguard Consumer Discretionary ETF
+1.58%
+$7,538.17 
VGLT Vanguard Long-Term Treasury Fund
+1.34%
+$7,312.72 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+1.16%
+$17,571.54 
MSFT Microsoft Corp.
+1.09%
+$2,511.2 
VIG Vanguard Dividend Appreciation ETF
+0.85%
+$30,849.91 
VOX Vanguard Communication Services ETF
+0.76%
+$4,203.55 
VB Vanguard Small-Cap ETF
+0.66%
+$3,437.26 
IWM iShares Russell 2000 ETF
+0.59%
+$1,867.2 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.57%
+$11,326.24 
GE General Electric Company
+0.57%
+$1,442.47 
EFA iShares MSCI EAFE ETF
+0.52%
+$1,732.04 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.45%
+$3,233.91 
VYM Vanguard High Dividend Yield ETF
+0.44%
+$13,423.23 
IEI iShares 3-7 Year Treasury Bond ETF
+0.4%
+$1,286.84 
VO Vanguard Mid-Cap ETF
+0.33%
+$3,281.43 
AFL Aflac Inc.
+0.28%
+$1,033.23 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.25%
+$883.31 
AAPL Apple Inc.
+0.23%
+$644.01 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.2%
+$3,198.61 
ILF iShares Latin America 40 ETF
+0.17%
+$318.05 
GS The Goldman Sachs Group, Inc.
+0.15%
+$557.05 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$641.49 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.09%
+$2,110.74 
IGF iShares Global Infrastructure ETF
+0.08%
+$98.65 
IWB iShares Russell 1000 ETF
+0.05%
+$433.84 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$645.03 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$80.32 
BKLN Invesco Senior Loan ETF
+0.02%
+$169.74 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-8.27%
-$7,339.42 
CSCO Cisco Systems, Inc.
-4.25%
-$9,568.23 
EDC Direxion Daily MSCI Emerging Markets Bull 3X Shares
-3.73%
-$4,394.2 
KLAC KLA Corporation
-3.44%
-$1,848 
GEV GE Vernova Inc.
-2.94%
-$6,546.64 
NVDA NVIDIA Corporation
-2.25%
-$6,751.47 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.63%
-$5,874.5 
FLJP Franklin FTSE Japan ETF
-0.99%
-$8,392.82 
AMZN Amazon.com Inc
-0.53%
-$467.1 
JPM JPMorgan Chase & Co.
-0.4%
-$587.25 
VWO Vanguard FTSE Emerging Markets ETF
-0.4%
-$9,614.56 
UPRO ProShares UltraPro S&P500
-0.19%
-$1,260.05 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.17%
-$671.58 
VPU Vanguard Utilities ETF
-0.17%
-$1,686.96 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-0.14%
-$1,289.4 
IVV iShares Core S&P 500 ETF
-0.06%
-$255.3 
GOOG Alphabet Inc
-0.05%
-$31.28 
GXC SPDR S&P China ETF
-0.04%
-$193.94 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$240.64 
VOO Vanguard S&P 500 ETF
-0.04%
-$1,006.49 Events
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Dividends
Dividend Analysis
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| Trades 409 | Longs Won 278/409 67% | Profit Factor 3.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $327,499.24 |
| Average Win $119,428.13 | Best Trade (Jun 30) $3.42M | Sharpe Ratio -9.24 |
| Average Loss -$63,551.72 | Worst Trade (Oct 14) -$1.71M | Z-Score -1.66 (91.27%) |
| Commissions $0 | Avg. Trade Length 10m 6d | Expectancy $60,820.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.85% |
| Consecutive Losing Trades | 630 | 567 | 504 | 441 | 378 | 315 | 252 | 189 | 126 | 63 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 805 | $198,052.86 | $276,726.8 | - | $78,673.94 | 39.72% | +0.233% |
| AFL Aflac Inc. | 3,131 | $370,041 | $371,148.74 | - | $1,107.74 | 0.3% | +0.279% |
| AMZN Amazon.com Inc | 346 | $72,061.32 | $87,444.58 | - | $15,383.26 | 21.35% | -0.531% |
| BKLN Invesco Senior Loan ETF | 33,948 | $700,168.69 | $693,727.38 | - | -$6,441.31 | -0.92% | +0.024% |
| CSCO Cisco Systems, Inc. | 1,981 | $152,609.28 | $215,552.61 | - | $62,943.33 | 41.24% | -4.25% |
| EDC Direxion Daily MSCI Emerging Markets Bull 3X Shares | 1,730 | $147,430.6 | $113,505.3 | - | -$33,925.3 | -23.01% | -3.727% |
| EFA iShares MSCI EAFE ETF | 3,268 | $317,420.79 | $337,519.04 | - | $20,098.25 | 6.33% | +0.516% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 3,790 | $224,662.29 | $354,592.4 | - | $129,930.11 | 57.83% | -1.63% |
| EVLV Evolv Technologies Holdings, Inc. | 496,081 | $3.75M | $2.04M | - | -$1.7M | -45.5% | +1.605% |
| EWU iShares MSCI United Kingdom ETF | 8,781 | $390,272.58 | $418,853.7 | - | $28,581.12 | 7.32% | +1.684% |
| FLIN Franklin FTSE India ETF | 5,497 | $182,614.15 | $188,492.13 | - | $5,877.98 | 3.22% | +1.66% |
| FLJP Franklin FTSE Japan ETF | 20,723 | $653,202.94 | $837,727.27 | - | $184,524.33 | 28.25% | -0.992% |
| GE General Electric Company | 829 | $255,356.62 | $255,962.04 | - | $605.42 | 0.24% | +0.567% |
| GEV GE Vernova Inc. | 236 | $154,242.45 | $215,713.44 | - | $61,470.99 | 39.85% | -2.945% |
| GOOG Alphabet Inc | 184 | $52,826.74 | $63,200.32 | - | $10,373.58 | 19.64% | -0.049% |
| GS The Goldman Sachs Group, Inc. | 422 | $370,938 | $371,376.88 | - | $438.88 | 0.12% | +0.15% |
| GXC SPDR S&P China ETF | 5,541 | $536,071.29 | $467,965.15 | - | -$68,106.14 | -12.7% | -0.041% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 4,649 | $377,063.97 | $357,973 | - | -$19,090.97 | -5.06% | +0.247% |
| IBM International Business Machines Corporation | 785 | $232,668.73 | $182,983.5 | - | -$49,685.23 | -21.35% | +2.291% |
| IEI iShares 3-7 Year Treasury Bond ETF | 2,859 | $339,156.65 | $326,126.42 | - | -$13,030.23 | -3.84% | +0.396% |
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FAQ
Which stocks have generated the highest profits for Joel mittelman?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $5.86M, Vanguard High Dividend Yield ETF - $4.95M, VANGUARD FTSE DEVELOPED MARKETS ETF - $4.45M, Vanguard S&P 500 ETF - $4.32M, and Vanguard FTSE Emerging Markets ETF - $3.45M. 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: Evolv Technologies Holdings, Inc - $1.19M, iShares 10+ Year Investment Grade Corporate Bond ETF - $454,900.11, Marathon Petroleum Corporation - $282,291.74, Akre Focus ETF - $233,058.38, and Dollar Tree, Inc - $224,415. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joel mittelman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.79M earned over time. The largest contributors to dividend income include Vanguard High Dividend Yield ETF - $1.1M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $1.01M, VANGUARD FTSE DEVELOPED MARKETS ETF - $945,086.46, iShares 10+ Year Investment Grade Corporate Bond ETF - $896,130.7, and Vanguard Dividend Appreciation ETF - $865,352.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joel mittelman's monthly returns?
Joel mittelman's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Joel mittelman's strategy be considered aggressive or moderate?
Joel mittelman's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Joel mittelman's strategy?
Joel mittelman's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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