JM
John Mezzasalma Portfolio
Invests via Mezzasalma Advisors LLC | Managed by John D. Mezzasalma
Invests via Mezzasalma Advisors LLC
Managed by John D. Mezzasalma
Automatically Tracked
John Mezzasalma Profile
John Mezzasalma is a seasoned operating executive with an extensive background in driving growth across diverse sectors. With a focus on strategic business development, he has spearheaded numerous initiatives that enhance operational efficiency and market presence. His leadership has proven instrumental in navigating complex corporate landscapes and identifying new opportunities for expansion. In addition to his hands-on experience, Mezzasalma’s insights into competitive dynamics make him a valuable asset in today's fast-paced business environment, particularly as companies seek innovative approaches to scaling their operations.
John Mezzasalma is a seasoned operating executive with an extensive background in driving growth across diverse sectors. With a focus on strategic business development, he has spearheaded numerous initiatives that enhance operational efficiency and market presence. His leadership has proven instrumental in navigating complex corporate landscapes and identifying new opportunities for expansion. In addition to his hands-on experience, Mezzasalma’s insights into competitive dynamics make him a valuable asset in today's fast-paced business environment, particularly as companies seek innovative approaches to scaling their operations.
Investment Philosophy & Strategy
Capitalizing on his extensive operational expertise, John Mezzasalma approaches investment opportunities with a strategic lens focused on transformational growth. His leadership experience equips him to identify key areas for expansion while enhancing efficiency within organizations. By combining hands-on business acumen with insights into competitive positioning, he navigates market dynamics adeptly to unearth value in diverse sectors. Prioritizing innovative scaling strategies allows him to leverage resources effectively, ensuring sustained growth and adaptability in an ever-evolving landscape.
Capitalizing on his extensive operational expertise, John Mezzasalma approaches investment opportunities with a strategic lens focused on transformational growth. His leadership experience equips him to identify key areas for expansion while enhancing efficiency within organizations. By combining hands-on business acumen with insights into competitive positioning, he navigates market dynamics adeptly to unearth value in diverse sectors. Prioritizing innovative scaling strategies allows him to leverage resources effectively, ensuring sustained growth and adaptability in an ever-evolving landscape.
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:
47.26%
Gain +2.66%
Monthly
0.62%
Yearly
7.64%
Drawdown
24.57%
$481.53M
Equity
Holdings
$481.53M
Investment
$280.17M
$204.17M
Profit +$15.73M
Realized
$2.81M
Unrealized
$201.36M
Dividends
$9.27M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.66%
Profit
$15.73M
Win %
78%
This Week
Compared To Last Week
Gain
1.38%
Profit
$6.54M
Win %
78%
This Month
Compared to last month
Gain
-0.33%
Profit
-$1.57M
Win %
78%
This Year
Compared to last year
Gain
5.01%
Profit
$26.22M
Win %
77%
BE Bloom Energy Corporation
+4.64%
+$929,655.2 
ANET Arista Networks, Inc.
+4.38%
+$749,458.5 
GDX VanEck Gold Miners ETF
+2.98%
+$32,085.6 
KGC Kinross Gold Corporation
+2.9%
+$4,752 
SCHW Charles Schwab Corporation
+2.73%
+$214,332.14 
AMAT Applied Materials, Inc.
+2.63%
+$29,911.18 
GS The Goldman Sachs Group, Inc.
+2.61%
+$14,963.54 
AIVI WisdomTree International AI Enhanced Value Fund
+2.41%
+$6,009.46 
JPM JPMorgan Chase & Co.
+2.3%
+$10,830.01 
RVT Royce Small-Cap Trust, Inc.
+2.28%
+$10,119.2 
RCL Royal Caribbean Group
+2.19%
+$170,469.36 
WPP WPP Plc Sponsored ADR
+2.09%
+$5,131.62 
PM Philip Morris International Inc.
+2.01%
+$7,543.14 
NANR SPDR S&P North American Natural Resources ETF
+1.97%
+$4,940.23 
XLB Materials Select Sector SPDR Fund
+1.9%
+$6,187.35 
CLS Celestica Inc.
+1.89%
+$73,709.19 
TSLA Tesla, Inc.
+1.88%
+$504,816.99 
FIX Comfort Systems USA, Inc.
+1.87%
+$68,152.96 
SMH VanEck Semiconductor ETF
+1.65%
+$158,920.65 
VRT Vertiv Holdings Co
+1.63%
+$131,687.2 
GLW Corning Incorporated
+1.62%
+$4,801.94 
WFC Wells Fargo & Company
+1.62%
+$8,467.91 
BAC Bank of America Corporation
+1.52%
+$10,356.36 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+1.47%
+$13,455.42 
GPC Genuine Parts Company
+1.46%
+$10,956.85 
OMC Omnicom Group Inc.
+1.4%
+$7,739.06 
EME EMCOR Group, Inc.
+1.4%
+$147,270.65 
SPGI S&P Global Inc.
+1.37%
+$2,851.36 
ADI Analog Devices, Inc.
+1.37%
+$14,393.38 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$10,805.18 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+1.31%
+$7,192.75 
IYZ iShares U.S. Telecommunications ETF
+1.25%
+$4,610.52 
DVY iShares Select Dividend ETF
+1.19%
+$6,616.02 
TRGP Targa Resources Corp.
+1.18%
+$50,109.2 
IGE iShares North American Natural Resources ETF
+1.18%
+$6,188 
VPU Vanguard Utilities ETF
+1.16%
+$2,556.97 
PEG Public Service Enterprise Group Incorporated
+1.16%
+$11,157.51 
UL Unilever PLC Sponsored American Depositary Receipt
+1.06%
+$6,217.98 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.05%
+$8,384.39 
JNJ Johnson & Johnson
+1.05%
+$2,665 
V Visa Inc. Class A
+1.05%
+$124,051.39 
MPC Marathon Petroleum Corporation
+1.03%
+$2,840.8 
IWD iShares Russell 1000 Value ETF
+1.02%
+$10,594.18 
BCV Bancroft Fund Ltd.
+0.99%
+$9,971.25 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.94%
+$41,068.21 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$72,793.97 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$9,154.44 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$6,454.82 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.89%
+$23,032.62 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$3,490.53 
COKE Coca-Cola Consolidated Inc.
+0.85%
+$23,714.85 
PG Procter & Gamble Co
+0.85%
+$2,547.65 
AWP abrdn Global Premier Properties Fund
+0.81%
+$4,430.99 
BKNG Booking Holdings Inc.
+0.81%
+$5,379 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$3,192.59 
SLV iShares Silver Trust
+0.77%
+$18,937.24 
HD The Home Depot, Inc.
+0.73%
+$2,263.32 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$98,721.44 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$4,286.04 
COST Costco Wholesale Corporation
+0.68%
+$38,967.66 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$2,570.4 
CSQ Calamos Strategic Total Return Fund
+0.65%
+$3,515.98 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$31,120.53 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$14,524.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$3,631.05 
VGT Vanguard Information Technology ETF
+0.6%
+$3,500 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$3,334.04 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.59%
+$2,518.01 
IVV iShares Core S&P 500 ETF
+0.58%
+$26,298.87 
VOO Vanguard S&P 500 ETF
+0.58%
+$20,483.26 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$8,235.79 
GOOGL Alphabet Inc
+0.56%
+$170,858.85 
KIM Kimco Realty Corporation
+0.54%
+$1,569.26 
PFXF VanEck Preferred Securities ex Financials ETF
+0.46%
+$1,197.22 
GOOG Alphabet Inc
+0.46%
+$5,769.52 
WMT Walmart Inc.
+0.45%
+$946.12 
PGR Progressive Corporation
+0.43%
+$1,158.09 
PEP PepsiCo, Inc.
+0.4%
+$1,031.82 
LGI Lazard Global Total Return and Income Fund, Inc.
+0.4%
+$2,288.65 
PIM Putnam Master Intermediate Income Trust
+0.39%
+$678.38 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.37%
+$2,080.5 
GD General Dynamics Corporation
+0.35%
+$3,237.16 
ADX Adams Diversified Equity Fund, Inc.
+0.32%
+$1,652.72 
SNY Sanofi American Depositary Receipt
+0.32%
+$1,906.24 
IDV iShares International Select Dividend ETF
+0.32%
+$1,509.9 
WIA Western Asset Inflation-Linked Income Fund
+0.31%
+$854.15 
EFA iShares MSCI EAFE ETF
+0.31%
+$3,065.28 
XOM Exxon Mobil Corporation
+0.29%
+$16,007.25 
HTD John Hancock Tax-Advantaged Dividend Income Fund
+0.27%
+$892.5 
OEF iShares S&P 100 ETF
+0.27%
+$20,675.94 
VUG Vanguard Growth ETF
+0.22%
+$22,577.7 
NVDA NVIDIA Corporation
+0.18%
+$49,855.28 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$693.95 
MSFT Microsoft Corp.
+0.13%
+$12,164.88 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$672.88 
KO The Coca-Cola Company
+0.11%
+$452.61 
XT iShares Future Exponential Technologies ETF
+0.1%
+$778.48 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$4,878 
BBN BlackRock Taxable Municipal Bond Trust
+0.08%
+$188.93 
KOMP SPDR S&P Kensho New Economies Composite ETF
+0.07%
+$188.8 
GLD SPDR Gold Shares
+0.06%
+$612.23 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.05%
+$337.43 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$440.6 
ORCL Oracle Corporation
+0.05%
+$326.57 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.04%
+$227.76 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$135.84 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$716.02 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$1,220.98 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$25.72 
HWM Howmet Aerospace Inc.
+0.01%
+$272.82 
TIP iShares TIPS Bond ETF
+0.01%
+$23.77 
ETPRI
0%
$0 
FAX
0%
$0 
PPT Putnam Premier Income Trust
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.05 
KLAC KLA Corporation
-89.44%
-$120.79M 
SATS EchoStar Corporation Class A Common Stock
-10.86%
-$273,943.54 
ADBE Adobe Inc.
-6.75%
-$36,077.98 
ESLT Elbit Systems Ltd.
-6.48%
-$126,441.32 
SMCI Super Micro Computer Inc
-4.72%
-$32,620.53 
KRMN Karman Holdings Inc.
-3.55%
-$40,529.28 
LLY Eli Lilly and Company
-2.41%
-$52,611.22 
PLTR Palantir Technologies Inc.
-2.36%
-$70,244.97 
HEI Heico Corporation
-2.19%
-$18,116.4 
LMT Lockheed Martin Corporation
-1.54%
-$9,725.94 
AAPL Apple Inc.
-1.52%
-$429,439.5 
MU Micron Technology, Inc.
-1.43%
-$101,089.14 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$27,394.74 
AMZN Amazon.com Inc
-1.21%
-$199,095.75 
NFLX Netflix, Inc.
-1.14%
-$77,402.04 
DTN WisdomTree U.S. Dividend ex-Financials Fund
-1.03%
-$3,083.01 
EBAY eBay Inc.
-0.91%
-$8,511 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.77%
-$1,653.93 
EXEL Exelixis Inc.
-0.69%
-$8,770.11 
PDI Pimco Dynamic Income Fund
-0.67%
-$1,262.67 
CSCO Cisco Systems, Inc.
-0.6%
-$2,340.38 
NVS Novartis AG Sponsored ADR
-0.58%
-$5,992.2 
TAIL Cambria Tail Risk ETF
-0.56%
-$2,049 
PDT John Hancock Premium Dividend Fund
-0.47%
-$1,460.76 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.43%
-$2,410 
AS Amer Sports, Inc.
-0.4%
-$10,259.87 
WIW Western Asset Inflation-Linked Opportunities Fund
-0.35%
-$354.75 
RTX RTX Corporation
-0.34%
-$2,199.36 
AMLP Alerian MLP ETF
-0.27%
-$3,698.24 
META Meta Platforms Inc Class A
-0.23%
-$47,670.63 
BGR BlackRock Energy & Resources Trust
-0.21%
-$379.47 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$2,101.92 
TDG TransDigm Group Inc.
-0.14%
-$5,341.6 
CRS Carpenter Technology Corporation
-0.12%
-$9,751.08 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.1%
-$338.93 
USA Liberty All Star Equity Fund
-0.09%
-$384.44 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$270.89 
BTZ BlackRock Credit Allocation Income Trust
-0.05%
-$184.04 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$167.5 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$142.01 Events
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Dividends
Dividend Analysis
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| Trades 1866 | Longs Won 1250/1866 66% | Profit Factor 6.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $799,117.89 |
| Average Win $192,524.78 | Best Trade (Jun 12) $17.62M | Sharpe Ratio -9 |
| Average Loss -$59,229.57 | Worst Trade (Sep 29) -$2.98M | Z-Score 5.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 4d | Expectancy $109,416.17 |
| 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 | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
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Returns
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