MHS
Mark H. Sladkus Portfolio
Invests via Red Lighthouse Investment Management LLC | Managed by Mark H. Sladkus
Invests via Red Lighthouse Investment Management LLC
Managed by Mark H. Sladkus
Automatically Tracked
Mark H. Sladkus Profile
Mark H. Sladkus is a seasoned operating executive with extensive experience in corporate leadership within the technology sector. His career spans over two decades, where he has driven significant transformations and strategic growth initiatives for multiple enterprises. Known for his acumen in building high-performing teams and fostering innovation, he plays an influential role in steering companies toward market relevance and competitive differentiation. With a strong emphasis on performance improvement, his insights are sought after by organizations looking to refine their operational models and maximize value creation.
Mark H. Sladkus is a seasoned operating executive with extensive experience in corporate leadership within the technology sector. His career spans over two decades, where he has driven significant transformations and strategic growth initiatives for multiple enterprises. Known for his acumen in building high-performing teams and fostering innovation, he plays an influential role in steering companies toward market relevance and competitive differentiation. With a strong emphasis on performance improvement, his insights are sought after by organizations looking to refine their operational models and maximize value creation.
Investment Philosophy & Strategy
Innovation in the technology space presents a myriad of investment opportunities, and Mark H. Sladkus adeptly navigates this landscape through his deep operational insights. His strategic focus on enhancing corporate agility drives capital deployment towards transformative initiatives that not only foster growth but also solidify competitive advantages for stakeholders. Leveraging years of leadership experience, he champions collaborations that leverage emerging technologies to create value across portfolios. The commitment to building robust teams aligns with his philosophy of continuous improvement and adaptation within rapidly changing markets.
Innovation in the technology space presents a myriad of investment opportunities, and Mark H. Sladkus adeptly navigates this landscape through his deep operational insights. His strategic focus on enhancing corporate agility drives capital deployment towards transformative initiatives that not only foster growth but also solidify competitive advantages for stakeholders. Leveraging years of leadership experience, he champions collaborations that leverage emerging technologies to create value across portfolios. The commitment to building robust teams aligns with his philosophy of continuous improvement and adaptation within rapidly changing markets.
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:
53.91%
Gain -0.11%
Monthly
1.33%
Yearly
17.24%
Drawdown
18.43%
$331.47M
Equity
Holdings
$331.47M
Investment
$202.87M
$145.24M
Profit -$303,699
Realized
$16.64M
Unrealized
$128.6M
Dividends
$17.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$303,699
Win %
83%
This Week
Compared To Last Week
Gain
0.48%
Profit
$1.58M
Win %
83%
This Month
Compared to last month
Gain
0.64%
Profit
$2.11M
Win %
83%
This Year
Compared to last year
Gain
12.41%
Profit
$36.6M
Win %
87%
AMD Advanced Micro Devices, Inc.
+4.55%
+$57,252.07 
SMH VanEck Semiconductor ETF
+3.13%
+$14,639.84 
TXN Texas Instruments Inc
+2.76%
+$11,439.63 
AIA iShares Asia 50 ETF
+2.56%
+$24,259.5 
BRK-B Berkshire Hathaway Inc.
+2.1%
+$34,622.08 
DFAE Dimensional Emerging Core Equity Market ETF
+2.06%
+$7,217.21 
AVXC Avantis Emerging Markets Ex China ETF
+2.01%
+$7,751.48 
AVEM Avantis Emerging Markets Equity ETF
+1.89%
+$169,322.28 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.76%
+$23,799.02 
MS Morgan Stanley
+1.67%
+$18,648.99 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
+1.64%
+$7,176.92 
VGT Vanguard Information Technology ETF
+1.56%
+$21,928.36 
AVES Avantis Emerging Markets Value ETF
+1.54%
+$212,009.28 
VWO Vanguard FTSE Emerging Markets ETF
+1.3%
+$27,327.22 
GS The Goldman Sachs Group, Inc.
+1.22%
+$11,261.7 
QCOM QUALCOMM Incorporated
+1.12%
+$8,510.1 
NVDA NVIDIA Corporation
+1.11%
+$3,390 
AVDV Avantis International Small Cap Value ETF
+1.09%
+$195,093.6 
IXUS iShares Core International Stock ETF
+1.08%
+$23,791 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.99%
+$12,706.07 
JPM JPMorgan Chase & Co.
+0.94%
+$8,435.98 
EFA iShares MSCI EAFE ETF
+0.78%
+$1,908 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.7%
+$15,079.5 
BAC Bank of America Corporation
+0.59%
+$1,951.08 
AVDE Avantis International Equity ETF
+0.52%
+$137,110.82 
NFLX Netflix, Inc.
+0.49%
+$1,852.95 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$12,005.76 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$14,531.93 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$12,309.5 
DFIV Dimensional International Value ETF
+0.42%
+$16,453.53 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$3,596.31 
AVUS Avantis U.S. Equity ETF
+0.39%
+$212,195.97 
VTV Vanguard Value ETF
+0.35%
+$975.84 
AVGE FRCL 3 2022Q3 Hb Float
+0.33%
+$1,264.96 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$963.7 
DISV Dimensional International Small Cap Equity Fund
+0.3%
+$2,468.62 
DFAU Dimensional US Core Equity Market ETF
+0.3%
+$12,103.02 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$1,105.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.18%
+$84,416.32 
CVX Chevron Corporation
+0.14%
+$1,025.02 
DFGR Dimensional Global Real Estate ETF
+0.07%
+$851.92 
AVRE Avantis Real Estate ETF
+0.04%
+$1,109.96 
AVUV Avantis U.S. Small Cap Value ETF
+0.02%
+$9,891 
AVSD Avantis Responsible International Equity ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VGSR Vert Global Sustainable Real Estate ETF
0%
$0 
VICR Vicor Corporation
-8.39%
-$38,818.78 
TMO Thermo Fisher Scientific Inc.
-1.51%
-$5,505.89 
NOW ServiceNow, Inc.
-1.4%
-$5,419.89 
DFGP Dimensional Global Core Fixed Income Fund
-1.06%
-$72,470.88 
COST Costco Wholesale Corporation
-0.99%
-$8,968.92 
AMZN Amazon.com Inc
-0.92%
-$14,772.45 
V Visa Inc. Class A
-0.9%
-$9,459.03 
MA Mastercard Incorporated
-0.84%
-$3,137.2 
AAPL Apple Inc.
-0.84%
-$220,638.5 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.78%
-$4,195.08 
GMED Globus Medical Inc.
-0.65%
-$2,608.27 
GOOGL Alphabet Inc
-0.62%
-$10,394.3 
DFCF Dimensional Core Fixed Income ETF
-0.61%
-$14,025 
MSFT Microsoft Corp.
-0.61%
-$37,202.68 
COF Capital One Financial Corporation
-0.6%
-$1,540 
SBUX Starbucks Corporation
-0.6%
-$3,631.95 
WMT Walmart Inc.
-0.51%
-$1,406.76 
DFNM Dimensional National Municipal Bond ETF
-0.35%
-$1,034.14 
DFCA Dimensional California Municipal Bond ETF
-0.33%
-$1,496.22 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.32%
-$4,991.41 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.32%
-$891.1 
IGOV iShares International Treasury Bond ETF
-0.32%
-$771.81 
NEE NextEra Energy, Inc.
-0.29%
-$628.83 
DFAR Dimensional US Real Estate ETF
-0.26%
-$3,232.6 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$7,425.7 
VPLS Vanguard Core-Plus Bond ETF
-0.2%
-$1,164.98 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.11%
-$921.9 
JNJ Johnson & Johnson
-0.11%
-$548.55 
IWD iShares Russell 1000 Value ETF
-0.07%
-$228.9 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.05%
-$285.33 
VNQ Vanguard Real Estate ETF
-0.04%
-$114.48 
DFAS Dimensional U.S. Small Cap ETF
-0.04%
-$375.63 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$431.15 
DFAT Dimensional US Targeted Value ETF
-0.01%
-$841.39 Events
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Dividends
Dividend Analysis
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| Trades 800 | Longs Won 642/800 80% | Profit Factor 87.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.43M |
| Average Win $228,849.24 | Best Trade (Jul 23) $23.31M | Sharpe Ratio -9.33 |
| Average Loss -$10,612.25 | Worst Trade (Dec 30) -$222,759.34 | Z-Score 8.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $181,555.6 |
| 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% | 0.2% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Mark H. Sladkus?
The largest contributions to the portfolio's profits come from the following stocks: Avantis International Equity ETF - $3.08M, Apple Inc - $2.75M, Dimensional U.S. Core Equity 2 ETF - $2.4M, Avantis U.S. Small Cap Value ETF - $2.38M, and VANGUARD TOTAL STOCK MKT ETF - $2.3M. 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: Taiwan Semiconductor Manufacturing Company Limited - $201,416.89, UnitedHealth Group Incorporated - $122,482.99, Prime Medicine Inc - $79,235, Starbucks Corporation - $47,966.13, and PepsiCo, Inc - $43,470.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark H. Sladkus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.19M earned over time. The largest contributors to dividend income include Avantis International Equity ETF - $2.24M, Avantis U.S. Small Cap Value ETF - $1.83M, Avantis U.S. Equity ETF - $1.77M, Avantis International Small Cap Value ETF - $1.61M, and Dimensional U.S. Core Equity 2 ETF - $1.42M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark H. Sladkus's monthly returns?
Mark H. Sladkus's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Mark H. Sladkus's strategy be considered aggressive or moderate?
Mark H. Sladkus'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 Mark H. Sladkus's strategy?
Mark H. Sladkus'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.
