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:
38.76%
Gain -0.02%
Monthly
1.02%
Yearly
13.01%
Drawdown
15.19%
$330.5M
Equity
Holdings
$330.5M
Investment
$204.12M
$144.05M
Profit -$70,392.39
Realized
$17.66M
Unrealized
$126.38M
Dividends
$16.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$70,392.39
Win %
87%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$70,392.39
Win %
87%
This Month
Compared to last month
Gain
-0.92%
Profit
-$3.07M
Win %
87%
This Year
Compared to last year
Gain
7.84%
Profit
$24.95M
Win %
90%
AMD Advanced Micro Devices, Inc.
+4.73%
+$57,776.88 
QCOM QUALCOMM Incorporated
+4.32%
+$39,236 
GS The Goldman Sachs Group, Inc.
+2.62%
+$23,667.02 
JPM JPMorgan Chase & Co.
+2.31%
+$19,210.14 
VICR Vicor Corporation
+1.92%
+$11,431.4 
SMH VanEck Semiconductor ETF
+1.73%
+$8,807.39 
BAC Bank of America Corporation
+1.56%
+$4,726.56 
COF Capital One Financial Corporation
+1.48%
+$3,314.09 
NEE NextEra Energy, Inc.
+1.35%
+$2,835.9 
TXN Texas Instruments Inc
+1.35%
+$5,873.21 
JNJ Johnson & Johnson
+1.07%
+$5,257.8 
V Visa Inc. Class A
+1.05%
+$9,706.1 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$10,142.01 
IWD iShares Russell 1000 Value ETF
+0.98%
+$3,073.8 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$389,046 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$55,531.74 
DFAR Dimensional US Real Estate ETF
+0.95%
+$11,545 
VTV Vanguard Value ETF
+0.94%
+$2,580.83 
VNQ Vanguard Real Estate ETF
+0.92%
+$2,575.8 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$165,214.4 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$6,813.4 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$9,797.08 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$16,287.82 
CVX Chevron Corporation
+0.75%
+$5,415.16 
SBUX Starbucks Corporation
+0.74%
+$4,381.41 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$2,262.6 
MA Mastercard Incorporated
+0.71%
+$2,366.54 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$11,635.98 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$2,689.51 
VGSR Vert Global Sustainable Real Estate ETF
+0.7%
+$18,406.96 
COST Costco Wholesale Corporation
+0.68%
+$6,440.2 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$11,128.19 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$306,007.37 
AVGE FRCL 3 2022Q3 Hb Float
+0.66%
+$2,569.45 
AVUS Avantis U.S. Equity ETF
+0.65%
+$355,103.46 
MS Morgan Stanley
+0.65%
+$7,290.5 
AVDE Avantis International Equity ETF
+0.59%
+$157,975.51 
AVRE Avantis Real Estate ETF
+0.59%
+$15,539.44 
AVXC Avantis Emerging Markets Ex China ETF
+0.58%
+$2,387.52 
VGT Vanguard Information Technology ETF
+0.58%
+$8,324.08 
DFIV Dimensional International Value ETF
+0.58%
+$22,404.8 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$22,644.49 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$14,634.24 
AIA iShares Asia 50 ETF
+0.54%
+$5,462.95 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$17,623.79 
GOOGL Alphabet Inc
+0.53%
+$9,148.9 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$1,780.87 
WMT Walmart Inc.
+0.45%
+$1,332.72 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
+0.43%
+$2,041.71 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$12,661.2 
IXUS iShares Core International Stock ETF
+0.43%
+$9,754.31 
AVSD Avantis Responsible International Equity ETF
+0.42%
+$1,481.42 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$3,712.37 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$40,195.2 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$9,047.7 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$5,368.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$4,451.76 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.34%
+$1,997.31 
AVES Avantis Emerging Markets Value ETF
+0.32%
+$46,377.03 
EFA iShares MSCI EAFE ETF
+0.28%
+$695.99 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.16%
+$1,352.12 
NVDA NVIDIA Corporation
+0.16%
+$480 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.13%
+$356.44 
MSFT Microsoft Corp.
+0.1%
+$6,098.65 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$302.51 
VPLS Vanguard Core-Plus Bond ETF
+0.01%
+$67.64 
IGOV iShares International Treasury Bond ETF
0%
$0 
AAPL Apple Inc.
-1.52%
-$362,362.5 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$4,379.76 
AMZN Amazon.com Inc
-1.23%
-$18,929.14 
NFLX Netflix, Inc.
-1.14%
-$5,221.95 
NOW ServiceNow, Inc.
-0.9%
-$3,428.92 
GMED Globus Medical Inc.
-0.16%
-$691.99 
DFCA Dimensional California Municipal Bond ETF
-0.1%
-$453.42 
DFGP Dimensional Global Core Fixed Income Fund
-0.1%
-$6,973.23 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$2,200 
AVIG Avantis Core Fixed Income ETF
-0.06%
-$1,768.03 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$122.82 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$862.3 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$113.35 Events
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Dividends
Dividend Analysis
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| Trades 800 | Longs Won 655/800 81% | Profit Factor 128.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.38M |
| Average Win $221,639.54 | Best Trade (Jun 14) $22.79M | Sharpe Ratio -10.26 |
| Average Loss -$7,782.72 | Worst Trade (Dec 30) -$127,752.4 | Z-Score 15.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w | Expectancy $180,056.75 |
| 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% | 0.13% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
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