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:
60.47%
Gain -0.47%
Monthly
1.32%
Yearly
16.98%
Drawdown
18.44%
$336.65M
Equity
Holdings
$336.65M
Investment
$202.87M
$150.25M
Profit -$1.48M
Realized
$16.46M
Unrealized
$133.79M
Dividends
$18.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$1.48M
Win %
83%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.48M
Win %
83%
This Month
Compared to last month
Gain
-0.52%
Profit
-$1.77M
Win %
83%
This Year
Compared to last year
Gain
14.17%
Profit
$41.79M
Win %
86%
NOW ServiceNow, Inc.
+7.69%
+$37,570.53 
NFLX Netflix, Inc.
+3.76%
+$16,339.65 
GOOGL Alphabet Inc
+3.08%
+$50,007.6 
MSFT Microsoft Corp.
+2.27%
+$171,909.92 
WMT Walmart Inc.
+2.27%
+$5,997.24 
COST Costco Wholesale Corporation
+1.58%
+$13,866.78 
GMED Globus Medical Inc.
+1.55%
+$6,121.45 
V Visa Inc. Class A
+1.05%
+$11,275.25 
MA Mastercard Incorporated
+0.61%
+$2,359.72 
JNJ Johnson & Johnson
+0.58%
+$3,167.12 
AAPL Apple Inc.
+0.54%
+$144,140.56 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$1,586.96 
SBUX Starbucks Corporation
+0.35%
+$1,988.92 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$305.54 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$275 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VICR Vicor Corporation
-5.72%
-$22,662.64 
BAC Bank of America Corporation
-5.3%
-$18,274.2 
SMH VanEck Semiconductor ETF
-4.52%
-$21,545 
GS The Goldman Sachs Group, Inc.
-3.97%
-$35,697.01 
AMD Advanced Micro Devices, Inc.
-3.9%
-$50,317.36 
MS Morgan Stanley
-3.4%
-$38,513.07 
NVDA NVIDIA Corporation
-2.85%
-$9,314.99 
AIA iShares Asia 50 ETF
-2.7%
-$27,458.16 
AVXC Avantis Emerging Markets Ex China ETF
-2.51%
-$10,495.14 
DFAE Dimensional Emerging Core Equity Market ETF
-2.18%
-$8,201.37 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$197,458.92 
TXN Texas Instruments Inc
-1.96%
-$7,677.57 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$28,093.58 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$30,838.71 
JPM JPMorgan Chase & Co.
-1.72%
-$16,314.01 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-1.58%
-$7,459.67 
VGT Vanguard Information Technology ETF
-1.24%
-$18,573.88 
AMZN Amazon.com Inc
-1.22%
-$20,080.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$15,673.91 
IXUS iShares Core International Stock ETF
-1.16%
-$26,855.28 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$25,155.53 
AVES Avantis Emerging Markets Value ETF
-1.09%
-$160,111.17 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$22,920.84 
QCOM QUALCOMM Incorporated
-0.99%
-$8,106.99 
CVX Chevron Corporation
-0.94%
-$7,774.67 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$2,597.8 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$3,074.5 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.8%
-$2,183.2 
AVDV Avantis International Small Cap Value ETF
-0.78%
-$152,911.2 
VGSR Vert Global Sustainable Real Estate ETF
-0.76%
-$19,327.31 
AVDE Avantis International Equity ETF
-0.74%
-$205,666.23 
NEE NextEra Energy, Inc.
-0.69%
-$1,405.62 
DISV Dimensional International Small Cap Equity Fund
-0.68%
-$5,924.7 
AVGE FRCL 3 2022Q3 Hb Float
-0.66%
-$2,608.98 
EFA iShares MSCI EAFE ETF
-0.65%
-$1,668 
AVRE Avantis Real Estate ETF
-0.64%
-$16,371.91 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$2,248.59 
COF Capital One Financial Corporation
-0.6%
-$1,552.32 
DFIC Dimensional International Core Equity Market ETF
-0.59%
-$5,336.46 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$17,233.3 
VNQ Vanguard Real Estate ETF
-0.55%
-$1,502.55 
DFGR Dimensional Global Real Estate ETF
-0.53%
-$6,393.66 
AVUS Avantis U.S. Equity ETF
-0.51%
-$285,810.65 
DFAR Dimensional US Real Estate ETF
-0.51%
-$6,003.4 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.5%
-$2,995.97 
VTV Vanguard Value ETF
-0.46%
-$1,322.52 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$3,881.51 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$179,384.68 
DFAU Dimensional US Core Equity Market ETF
-0.37%
-$15,226.38 
DFIV Dimensional International Value ETF
-0.37%
-$15,053.23 
IGOV iShares International Treasury Bond ETF
-0.37%
-$890.55 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$20,193.36 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$11,395.77 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$8,656.93 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$115,395 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.2%
-$1,597.96 
DFCA Dimensional California Municipal Bond ETF
-0.14%
-$635.67 
DFNM Dimensional National Municipal Bond ETF
-0.07%
-$214.94 
VPLS Vanguard Core-Plus Bond ETF
-0.05%
-$263.06 
IWD iShares Russell 1000 Value ETF
-0.03%
-$104.64 
DFGP Dimensional Global Core Fixed Income Fund
-0.03%
-$2,053.93 
AVIG Avantis Core Fixed Income ETF
-0.01%
-$353.61 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$56.67 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$215.57 Events
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Dividends
Dividend Analysis
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No Data
| Trades 800 | Longs Won 647/800 80% | Profit Factor 80.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.46M |
| Average Win $235,152.33 | Best Trade (Aug 14) $24.96M | Sharpe Ratio -9.3 |
| Average Loss -$12,387.47 | Worst Trade (Dec 30) -$222,759.34 | Z-Score 14.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 1d | Expectancy $187,810.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.2% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 80,525 | $10.93M | $26.9M | - | $15.97M | 146.01% | +0.539% |
| AIA iShares Asia 50 ETF | 7,188 | $407,847 | $989,140.68 | - | $581,293.68 | 142.53% | -2.701% |
| AMD Advanced Micro Devices, Inc. | 2,499 | $508,372 | $1.24M | - | $731,119.5 | 143.82% | -3.901% |
| AMZN Amazon.com Inc | 6,395 | $577,012.42 | $1.62M | - | $1.05M | 181.11% | -1.223% |
| AVDE Avantis International Equity ETF | 298,067 | $16.36M | $27.5M | - | $11.13M | 68.03% | -0.742% |
| AVDV Avantis International Small Cap Value ETF | 175,760 | $9.98M | $19.46M | - | $9.49M | 95.1% | -0.78% |
| AVEM Avantis Emerging Markets Equity ETF | 100,488 | $5.43M | $9.38M | - | $3.95M | 72.83% | -2.061% |
| AVES Avantis Emerging Markets Value ETF | 220,843 | $9.22M | $14.48M | - | $5.26M | 57.12% | -1.094% |
| AVGE FRCL 3 2022Q3 Hb Float | 3,953 | $316,382.48 | $395,240.7 | - | $78,858.22 | 24.92% | -0.656% |
| AVIG Avantis Core Fixed Income ETF | 70,721 | $2.9M | $2.83M | - | -$71,206.78 | -2.46% | -0.012% |
| AVRE Avantis Real Estate ETF | 55,498 | $2.3M | $2.55M | - | $252,375.77 | 10.99% | -0.638% |
| AVSD Avantis Responsible International Equity ETF | 4,409 | $294,653.54 | $358,098.98 | - | $63,445.44 | 21.53% | -0.624% |
| AVUS Avantis U.S. Equity ETF | 433,053 | $30.06M | $55.86M | - | $25.8M | 85.8% | -0.509% |
| AVUV Avantis U.S. Small Cap Value ETF | 329,700 | $24.77M | $40.93M | - | $16.16M | 65.25% | -0.281% |
| AVXC Avantis Emerging Markets Ex China ETF | 4,974 | $285,699.47 | $407,370.6 | - | $121,671.13 | 42.59% | -2.512% |
| BAC Bank of America Corporation | 5,496 | $267,930 | $326,270.04 | - | $58,340.04 | 21.77% | -5.304% |
| BRK-B Berkshire Hathaway Inc. | 3,363 | $1.61M | $1.69M | - | $73,985.6 | 4.59% | -1.797% |
| COF Capital One Financial Corporation | 1,232 | $224,754 | $255,073.28 | - | $30,319.28 | 13.49% | -0.605% |
| COST Costco Wholesale Corporation | 967 | $963,548 | $888,779.37 | - | -$74,768.63 | -7.76% | +1.585% |
| CVX Chevron Corporation | 3,868 | $800,289 | $820,209.4 | - | $19,920.4 | 2.49% | -0.939% |
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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 - $3.18M, Apple Inc - $2.77M, Avantis U.S. Small Cap Value ETF - $2.51M, Dimensional U.S. Core Equity 2 ETF - $2.4M, and VANGUARD TOTAL STOCK MKT ETF - $2.33M. 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 - $201,531.28, UnitedHealth Group Incorporated - $122,482.99, Prime Medicine Inc - $79,235, Pfizer Inc - $52,667.29, and Alphabet Inc - $44,718.89. 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 $18.12M earned over time. The largest contributors to dividend income include Avantis International Equity ETF - $2.34M, Avantis U.S. Small Cap Value ETF - $1.96M, Avantis U.S. Equity ETF - $1.9M, Avantis International Small Cap Value ETF - $1.71M, and Avantis Emerging Markets Value ETF - $1.43M. 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.
