SMP
Sotirios Mike Pappas Portfolio
Invests via Mystic Asset Management Inc. | Managed by Sotirios Mike Pappas, David W. Allaire
Invests via Mystic Asset Management Inc.
Managed by Sotirios Mike Pappas, David W. Allaire
Automatically Tracked
Sotirios Mike Pappas Profile
Sotirios Mike Pappas is an accomplished operating executive with a strong record in technology and infrastructure sectors. His leadership extends across numerous high-growth organizations where he has focused on operational excellence and strategic expansion. Pappas has effectively spearheaded initiatives that drive both innovation and market penetration, significantly enhancing business outcomes. Renowned for his acumen in aligning diverse teams towards common goals, he plays a pivotal role in navigating competitive landscapes to foster sustained growth. With educational roots from prestigious institutions, his extensive experience equips him as a notable figure in shaping industry standards.
Sotirios Mike Pappas is an accomplished operating executive with a strong record in technology and infrastructure sectors. His leadership extends across numerous high-growth organizations where he has focused on operational excellence and strategic expansion. Pappas has effectively spearheaded initiatives that drive both innovation and market penetration, significantly enhancing business outcomes. Renowned for his acumen in aligning diverse teams towards common goals, he plays a pivotal role in navigating competitive landscapes to foster sustained growth. With educational roots from prestigious institutions, his extensive experience equips him as a notable figure in shaping industry standards.
Investment Philosophy & Strategy
Operating within the dynamic technology sector, Sotirios Mike Pappas champions a transformative approach to capital deployment and innovation. His extensive background empowers him to identify high-impact growth opportunities that align with emerging market demands. Strategic expansion is paramount in his framework, where leveraging operational excellence positions enterprises for competitive advantage. By fostering synergy among diverse teams, he cultivates an environment conducive to innovative solutions and robust performance metrics. Through a deliberate focus on aligning organizational objectives with industry trends, Pappas drives initiatives that not only enhance productivity but also establish strong market presence.
Operating within the dynamic technology sector, Sotirios Mike Pappas champions a transformative approach to capital deployment and innovation. His extensive background empowers him to identify high-impact growth opportunities that align with emerging market demands. Strategic expansion is paramount in his framework, where leveraging operational excellence positions enterprises for competitive advantage. By fostering synergy among diverse teams, he cultivates an environment conducive to innovative solutions and robust performance metrics. Through a deliberate focus on aligning organizational objectives with industry trends, Pappas drives initiatives that not only enhance productivity but also establish strong market presence.
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:
112.73%
Gain +0.89%
Monthly
1.14%
Yearly
14.55%
Drawdown
24.92%
$455.04M
Equity
Holdings
$455.04M
Investment
$304.61M
$160.5M
Profit +$2.4M
Realized
$10.07M
Unrealized
$150.43M
Dividends
$24.26M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$2.4M
Win %
76%
This Week
Compared To Last Week
Gain
0.53%
Profit
$2.4M
Win %
76%
This Month
Compared to last month
Gain
1.16%
Profit
$5.2M
Win %
76%
This Year
Compared to last year
Gain
1.14%
Profit
$5.14M
Win %
76%
ARM Arm Holdings plc ADR
+7.27%
+$25,457.85 
TSLA Tesla, Inc.
+6.14%
+$28,225.92 
INTC Intel Corporation
+5.47%
+$240,526.92 
GEV GE Vernova Inc.
+5.4%
+$99,805.97 
TXN Texas Instruments Inc.
+4.85%
+$37,729.2 
ADI Analog Devices, Inc.
+4.78%
+$14,200.88 
HPE Hewlett Packard Enterprise Company
+4.42%
+$26,074.54 
LMT Lockheed Martin Corporation
+4.14%
+$121,825.05 
HWM Howmet Aerospace Inc.
+4.13%
+$12,956.16 
KEYS Keysight Technologies, Inc.
+3.87%
+$21,186.24 
NTAP NetApp, Inc.
+3.83%
+$8,307.75 
DELL Dell Technologies Inc. Class C Common Stock
+3.65%
+$23,738.16 
CSCO Cisco Systems, Inc.
+3.63%
+$149,122.71 
GLW Corning Incorporated
+3.6%
+$79,913.1 
SMH VanEck Semiconductor ETF
+3.37%
+$47,720.57 
AMD Advanced Micro Devices Inc.
+3.09%
+$12,764.02 
MS Morgan Stanley Common Stock
+2.92%
+$75,059.11 
MPC Marathon Petroleum Corp.
+2.91%
+$108,047.7 
AVGO Broadcom Inc.
+2.81%
+$409,196.2 
NVDA NVIDIA Corporation
+2.73%
+$524,801.59 
HONA Honeywell Aerospace Inc.
+2.69%
+$20,906.78 
RTX RTX Corporation
+2.66%
+$208,831.59 
NVG Nuveen AMT-Free Municipal Credit Income Fund
+2.59%
+$3,920 
WYNN Wynn Resorts, Limited
+2.52%
+$23,941.89 
GS The Goldman Sachs Group, Inc.
+2.41%
+$96,919.73 
IRM Iron Mountain Inc.
+2.39%
+$5,917.5 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+2.39%
+$14,709.99 
SNOW Snowflake Inc. Common Stock
+2.33%
+$14,519.69 
ETN Eaton Corporation plc
+2.23%
+$146,194.88 
LVS Las Vegas Sands Corp.
+2.09%
+$10,788.34 
QCOM QUALCOMM Incorporated
+2.07%
+$4,636.44 
PSX Phillips 66
+2.03%
+$49,852.59 
NDAQ Nasdaq, Inc. Common Stock
+1.95%
+$6,164 
GXO GXO Logistics, Inc.
+1.92%
+$4,212.9 
RBLX Roblox Corp. Class A Common Stock
+1.87%
+$6,039 
VGT Vanguard Information Technology ETF
+1.7%
+$9,307.55 
YETI YETI Holdings, Inc.
+1.61%
+$13,288.71 
NVS Novartis AG Sponsored ADR
+1.6%
+$21,992.33 
HAL Halliburton Company
+1.56%
+$6,521.47 
GD General Dynamics Corp.
+1.55%
+$57,544.25 
IGM iShares Expanded Tech Sector ETF
+1.54%
+$15,500.6 
SBUX Starbucks Corp.
+1.54%
+$5,764.45 
MSFT Microsoft Corporation Common Stock
+1.47%
+$388,052.28 
A AgileThought, Inc. Class A Common Stock
+1.45%
+$5,885.08 
BNY Bank of New York Mellon Corp.
+1.45%
+$7,146.3 
VIS Vanguard Industrials ETF
+1.4%
+$5,908.95 
QQQ Invesco QQQ Trust, Series 1
+1.31%
+$154,760.97 
ROK Rockwell Automation Inc.
+1.3%
+$13,153.52 
STT State Street Corporation Common Stock
+1.3%
+$4,578 
QQQM Invesco NASDAQ 100 ETF
+1.28%
+$14,008.21 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+1.25%
+$4,708.25 
GILD Gilead Sciences Inc.
+1.16%
+$3,352.13 
AME AMETEK, Inc.
+1.15%
+$14,681.01 
UNP Union Pacific Corp.
+1.09%
+$7,516.6 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
+1.08%
+$22,359 
GE General Electric Company
+1.06%
+$34,107.77 
MGK Vanguard Mega Cap Growth ETF
+1.05%
+$3,069 
VUG Vanguard Morningstar Growth ETF
+1.03%
+$4,880.76 
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF
+0.99%
+$6,959.62 
NSC Norfolk Southern Corp.
+0.97%
+$6,528.02 
JPM JPMorgan Chase & Co.
+0.94%
+$134,419.39 
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares
+0.94%
+$14,528.46 
MQY BlackRock MuniYield Quality Fund, Inc.
+0.93%
+$2,092.66 
MSI Motorola Solutions, Inc.
+0.88%
+$3,536.17 
CAT Caterpillar Inc.
+0.87%
+$57,858.27 
CMI Cummins Inc.
+0.87%
+$4,072.48 
PM Philip Morris International Inc.
+0.86%
+$23,486.6 
MET MetLife, Inc.
+0.84%
+$9,923.98 
CSX CSX Corporation
+0.84%
+$10,426.52 
WASH Washington Trust Bancorp, Inc.
+0.82%
+$2,913.92 
VV Vanguard Morningstar Large-Cap ETF
+0.75%
+$15,217.12 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$2,236.66 
IJH iShares Core S&P Mid-Cap ETF
+0.72%
+$3,278.62 
FCPT Four Corners Property Trust Inc.
+0.72%
+$2,086.88 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$4,700.15 
VOO Vanguard S&P 500 ETF
+0.72%
+$10,846.61 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.71%
+$3,785.6 
WELL Welltower Inc.
+0.71%
+$3,489.83 
TD Toronto-Dominion Bank
+0.71%
+$5,946.31 
JNJ Johnson & Johnson
+0.7%
+$51,620.55 
CFG Citizens Financial Group Inc.
+0.66%
+$3,916.87 
SYY Sysco Corp.
+0.65%
+$4,899.85 
AMGN Amgen Inc. Common Stock
+0.65%
+$3,899.31 
ORCL Oracle Corporation
+0.63%
+$4,878.25 
PNC The PNC Financial Services Group, Inc.
+0.61%
+$16,345.72 
SPG Simon Property Group Inc.
+0.6%
+$12,844.8 
C Citigroup Inc.
+0.57%
+$20,123.85 
COP ConocoPhillips
+0.57%
+$8,016.92 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.57%
+$38,727.86 
EMR Emerson Electric Co.
+0.56%
+$2,790.9 
MCD McDonald's Corporation
+0.54%
+$18,563.71 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.53%
+$2,846.01 
VYM Vanguard High Dividend Yield ETF
+0.51%
+$2,488.2 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.51%
+$5,110 
CLX The Clorox Company
+0.51%
+$5,329.28 
CARR Carrier Global Corp.
+0.51%
+$1,257.7 
ABT Abbott Laboratories
+0.48%
+$13,204.62 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$7,897.57 
IWM iShares Russell 2000 ETF
+0.46%
+$4,134.02 
WM Waste Management Inc.
+0.45%
+$22,128.58 
PRU Prudential Financial, Inc.
+0.45%
+$960.44 
BABA Alibaba Group Holding Ltd. ADR
+0.44%
+$7,698.68 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.42%
+$2,221.1 
VB Vanguard Small-Cap ETF
+0.41%
+$19,409.12 
DLR Digital Realty Trust Inc.
+0.37%
+$3,176.96 
MPB Mid Penn Bancorp Inc.
+0.35%
+$1,586.4 
AFL Aflac Incorporated
+0.35%
+$5,885.88 
WPC W. P. Carey Inc.
+0.34%
+$1,017.72 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.34%
+$2,034.75 
IJS iShares S&P Small-Cap 600 Value ETF
+0.34%
+$2,823.53 
PGR The Progressive Corporation
+0.3%
+$935.63 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.3%
+$689.28 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.29%
+$4,784.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.28%
+$1,871.9 
BXP BXP, Inc.
+0.27%
+$1,095.83 
WFC Wells Fargo & Company
+0.27%
+$6,485.62 
IAU iShares Gold Trust
+0.25%
+$693.69 
VNQ Vanguard Real Estate ETF
+0.25%
+$2,894.32 
LLY Eli Lilly and Company
+0.24%
+$7,101.23 
MTB M&T Bank Corporation
+0.24%
+$1,262.46 
TRV The Travelers Companies, Inc.
+0.24%
+$613.82 
XLRE State Street Real Estate Select Sector SPDR ETF
+0.22%
+$1,062.1 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.22%
+$679.13 
VFH Vanguard Financials Index Fund ETF Shares
+0.21%
+$1,272.04 
AXP American Express Company
+0.2%
+$2,675.3 
MCO Moody's Corporation
+0.19%
+$2,819.97 
ALB Albemarle Corporation
+0.19%
+$966.6 
AMZN Amazon.com Inc
+0.15%
+$7,567.61 
BAC Bank of America Corporation
+0.15%
+$11,654.7 
ETR Entergy Corporation Common Stock
+0.13%
+$532.98 
O Realty Income Corp.
+0.04%
+$921.9 
ES Eversource Energy
+0.03%
+$411.78 
FCX Freeport-McMoRan Inc.
+0.01%
+$151.83 
NEE NextEra Energy Inc.
+0.01%
+$223.78 
IBM International Business Machines Corporation
+0.01%
+$392.58 
CDNMF EGR Exploration Ltd.
0%
$0 
EQR Equity Residential
0%
$0 
WY Weyerhaeuser Co.
0%
$0 
NFLX Netflix Inc.
-3.77%
-$11,381.3 
TGT Target Corp.
-3.39%
-$37,824 
MRK Merck & Co., Inc.
-3.35%
-$109,218.78 
ZVRA Zevra Therapeutics, Inc.
-3.31%
-$115,498.5 
FISV Fiserv, Inc.
-3.2%
-$40,904.59 
GIS General Mills Inc.
-2.66%
-$10,177.55 
FDS FactSet Research Systems Inc.
-2.15%
-$5,926.21 
UNH UnitedHealth Group Inc.
-2.15%
-$71,437.05 
DIS The Walt Disney Company
-2.05%
-$7,258.02 
ACN Accenture plc
-1.8%
-$11,911.97 
CBOE Cboe Global Markets Inc.
-1.77%
-$8,080.21 
DEO Diageo plc Sponsored ADR
-1.75%
-$6,455.45 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.61%
-$9,746.89 
XLC State Street Communication Services Select Sector SPDR ETF
-1.61%
-$10,072.5 
MA Mastercard Inc. Class A Common Stock
-1.61%
-$41,031.82 
CL Colgate-Palmolive Co.
-1.56%
-$36,015.02 
ADP Automatic Data Processing Inc.
-1.55%
-$40,369.83 
META Meta Platforms Inc Class A
-1.45%
-$135,850.3 
ICE Intercontinental Exchange, Inc.
-1.44%
-$25,131.47 
CVS CVS Health Corporation Common Stock
-1.42%
-$39,971.82 
CRM Salesforce, Inc.
-1.28%
-$2,886.96 
KMI Kinder Morgan Inc.
-1.26%
-$43,250.75 
AAPL Apple Inc.
-1.18%
-$376,236.48 
PG The Procter & Gamble Company
-1.16%
-$37,976.04 
V Visa Inc. Class A
-1.09%
-$50,084.86 
AWK American Water Works Company, Inc.
-1.07%
-$2,809.05 
MDT Medtronic plc
-1.03%
-$2,612.22 
SYK Stryker Corp.
-1.01%
-$49,608.43 
BR Broadridge Financial Solutions, Inc.
-1.01%
-$2,923 
GOOG Alphabet Inc
-1%
-$53,356.6 
SCHW The Charles Schwab Corporation
-0.99%
-$10,908.9 
PFE Pfizer Inc.
-0.95%
-$50,613.61 
GOOGL Alphabet Inc
-0.93%
-$87,379.47 
UPS United Parcel Service, Inc. Class B Common Stock
-0.92%
-$2,502.63 
TJX The TJX Companies, Inc.
-0.89%
-$3,268.57 
DE Deere & Company
-0.87%
-$25,391.4 
T AT&T Inc.
-0.72%
-$3,080.4 
CI The Cigna Group
-0.69%
-$20,929.19 
LYV Live Nation Entertainment, Inc.
-0.65%
-$5,646.62 
KMB Kimberly-Clark Corporation
-0.62%
-$13,840.72 
KVUE Kenvue Inc.
-0.59%
-$1,386.33 
XPO XPO, Inc.
-0.57%
-$5,616.05 
MMM 3M Company
-0.55%
-$7,363.13 
LOW Lowe's Companies, Inc.
-0.54%
-$18,446.23 
TROW T. Rowe Price Group Inc.
-0.53%
-$1,221 
VWO Vanguard FTSE Emerging Markets ETF
-0.52%
-$2,123.11 
SO The Southern Company
-0.51%
-$9,576.95 
XEL Xcel Energy Inc.
-0.5%
-$1,307.29 
BA The Boeing Company
-0.49%
-$21,118.6 
KO The Coca-Cola Company
-0.46%
-$6,438.39 
ZTS Zoetis Inc. Class A Common Stock
-0.45%
-$2,430.16 
DUK Duke Energy Corporation
-0.44%
-$6,642.8 
SUPN Supernus Pharmaceuticals, Inc.
-0.43%
-$4,422.14 
PLD Prologis, Inc.
-0.42%
-$879.27 
BMY Bristol-Myers Squibb Company
-0.41%
-$5,357.3 
IIPR Innovative Industrial Properties, Inc.
-0.41%
-$1,206.9 
ED Consolidated Edison Inc.
-0.41%
-$4,213.25 
HIG The Hartford Insurance Group, Inc.
-0.4%
-$7,493.44 
NVO Novo Nordisk A/S Sponsored ADR
-0.36%
-$1,498.69 
SLB SLB N.V.
-0.35%
-$2,101.06 
VHT Vanguard Health Care ETF
-0.34%
-$2,461.26 
CVX Chevron Corporation
-0.34%
-$18,875.71 
PEP PepsiCo, Inc.
-0.33%
-$10,863.45 
HD The Home Depot, Inc.
-0.31%
-$16,033 
DVY iShares Select Dividend ETF
-0.19%
-$644.7 
FE FirstEnergy Corp.
-0.16%
-$569.77 
WMT Walmart Inc.
-0.15%
-$5,202.94 
AMT American Tower Corporation
-0.14%
-$450.32 
APD Air Products and Chemicals Inc.
-0.11%
-$581.44 
NGG National Grid plc Sponsored ADR
-0.09%
-$665.63 
DRI Darden Restaurants, Inc.
-0.07%
-$1,696.95 
ABBV AbbVie Inc.
-0.06%
-$3,411.59 
PEG Public Service Enterprise Group Inc.
-0.05%
-$134.53 
QXO QXO Inc.
-0.05%
-$95.25 
AAT American Assets Trust Inc.
-0.05%
-$192.1 
D Dominion Energy, Inc.
-0.01%
-$36.53 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3195 | Longs Won 2001/3195 62% | Profit Factor 6.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $414,424.03 |
| Average Win $94,503.82 | Best Trade (Oct 21) $14.24M | Sharpe Ratio -11.29 |
| Average Loss -$23,958.29 | Worst Trade (Dec 31) -$1.35M | Z-Score 8.5 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 4d | Expectancy $50,233.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 2,340 | $308,014.2 | $410,868.9 | - | $102,854.7 | 33.39% | +1.453% |
| AAPL Apple Inc. | 91,653 | $21.28M | $31.49M | - | $10.22M | 48.03% | -1.181% |
| AAT American Assets Trust Inc. | 19,210 | $456,190.7 | $410,133.5 | - | -$46,057.2 | -10.1% | -0.047% |
| ABBV AbbVie Inc. | 20,067 | $3.01M | $5.73M | - | $2.72M | 90.22% | -0.06% |
| ABT Abbott Laboratories | 26,676 | $3.51M | $2.78M | - | -$731,732.96 | -20.84% | +0.477% |
| ACN Accenture plc | 2,653 | $674,482.33 | $649,666.64 | - | -$24,815.69 | -3.68% | -1.801% |
| ADI Analog Devices, Inc. | 759 | $206,263.26 | $311,023.02 | - | $104,759.76 | 50.79% | +4.784% |
| ADP Automatic Data Processing Inc. | 8,562 | $2.15M | $2.56M | - | $415,641.6 | 19.35% | -1.55% |
| AFL Aflac Incorporated | 14,014 | $848,578.12 | $1.69M | - | $846,134.9 | 99.71% | +0.349% |
| ALB Albemarle Corporation | 5,370 | $459,786.85 | $503,974.5 | - | $44,187.65 | 9.61% | +0.192% |
| AMD Advanced Micro Devices Inc. | 800 | $464,727.98 | $426,196 | - | -$38,531.98 | -8.29% | +3.087% |
| AME AMETEK, Inc. | 5,300 | $955,378 | $1.29M | - | $331,462 | 34.69% | +1.154% |
| AMGN Amgen Inc. Common Stock | 1,373 | $392,970.08 | $607,003.3 | - | $214,033.22 | 54.47% | +0.647% |
| AMT American Tower Corporation | 1,732 | $351,085.83 | $326,845.72 | - | -$24,240.11 | -6.9% | -0.138% |
| AMZN Amazon.com Inc | 20,453 | $3.66M | $5.08M | - | $1.42M | 38.7% | +0.149% |
| APD Air Products and Chemicals Inc. | 1,762 | $517,944.76 | $540,616.84 | - | $22,672.08 | 4.38% | -0.107% |
| ARM Arm Holdings plc ADR | 1,665 | $285,926.72 | $375,657.3 | - | $89,730.58 | 31.38% | +7.27% |
| AVGO Broadcom Inc. | 45,215 | $3.23M | $14.95M | - | $11.72M | 362.91% | +2.813% |
| AWK American Water Works Company, Inc. | 1,830 | $238,607.7 | $258,423.45 | - | $19,815.75 | 8.3% | -1.075% |
| AXP American Express Company | 4,315 | $1.04M | $1.35M | - | $318,852.55 | 30.8% | +0.198% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Sotirios Mike Pappas?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $4.09M, Apple Inc - $3.63M, ExxonMobil Holdings Corporation - $2.83M, JPMorgan Chase & Co - $1.3M, and Broadcom Inc - $1.29M. 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: Diageo plc Sponsored ADR - $1.16M, LivePerson Inc - $958,814.03, Bausch Health Companies Inc - $878,372.25, Pfizer Inc - $543,032.08, and Digital Realty Trust Inc - $432,630.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sotirios Mike Pappas's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.26M earned over time. The largest contributors to dividend income include Pfizer Inc - $945,341.11, JPMorgan Chase & Co - $830,479.9, Chevron Corporation - $624,877.55, Microsoft Corporation Common Stock - $558,783.65, and AbbVie Inc - $558,133.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sotirios Mike Pappas's monthly returns?
Sotirios Mike Pappas's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Sotirios Mike Pappas's strategy be considered aggressive or moderate?
Sotirios Mike Pappas's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Sotirios Mike Pappas's strategy?
Sotirios Mike Pappas's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
