Carlos Mendoza Portfolio
Invests via Solano Wealth Investment Advisors LLC | Managed by Carlos Mendoza
Invests via Solano Wealth Investment Advisors LLC
Managed by Carlos Mendoza
Automatically Tracked
Seasoned Latin America-focused private equity and technology executive with operational and investing experience across growth-stage companies and buyouts. Carlos Mendoza combines multi-sector deal execution, portfolio management and strategic operations, having led go-to-market scaling, M&A and capital raises for both corporate and VC-backed businesses. Known for sourcing cross-border transactions, structuring growth equity and partnership-driven turnarounds, and supporting exits to strategic acquirers and public markets. Relevant to investors seeking EM growth exposure and operational value creation.
Seasoned Latin America-focused private equity and technology executive with operational and investing experience across growth-stage companies and buyouts. Carlos Mendoza combines multi-sector deal execution, portfolio management and strategic operations, having led go-to-market scaling, M&A and capital raises for both corporate and VC-backed businesses. Known for sourcing cross-border transactions, structuring growth equity and partnership-driven turnarounds, and supporting exits to strategic acquirers and public markets. Relevant to investors seeking EM growth exposure and operational value creation.
Investment Philosophy & Strategy
Seasoned Latin America-focused private equity and technology executive with operational and investing experience across growth-stage companies and buyouts. Carlos Mendoza combines multi-sector deal execution, portfolio management and strategic operations, having led go-to-market scaling, M&A and capital raises for both corporate and VC-backed businesses. Known for sourcing cross-border transactions, structuring growth equity and partnership-driven turnarounds, and supporting exits to strategic acquirers and public markets. Relevant to investors seeking EM growth exposure and operational value creation.
Seasoned Latin America-focused private equity and technology executive with operational and investing experience across growth-stage companies and buyouts. Carlos Mendoza combines multi-sector deal execution, portfolio management and strategic operations, having led go-to-market scaling, M&A and capital raises for both corporate and VC-backed businesses. Known for sourcing cross-border transactions, structuring growth equity and partnership-driven turnarounds, and supporting exits to strategic acquirers and public markets. Relevant to investors seeking EM growth exposure and operational value creation.
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:
1.31%
Gain
Monthly
0.07%
Yearly
0.85%
Drawdown
19.37%
$224.12M
Equity
Holdings
$224.12M
Investment
$184.95M
$41.35M
Profit -$1.16M
Realized
$2.18M
Unrealized
$39.17M
Dividends
$4.44M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.16M
Win %
93%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$1.75M
Win %
93%
This Month
Compared to last month
Gain
-0.31%
Profit
-$690,631.79
Win %
93%
This Year
Compared to last year
Gain
11.69%
Profit
$23.46M
Win %
94%
ROSC Hartford Multifactor Small Cap ETF
+1.03%
+$15,796.96 
LLY Eli Lilly and Company
+0.98%
+$6,412 
FVD First Trust Value Line Dividend Index Fund
+0.89%
+$173,724.44 
CPRT Copart Inc.
+0.88%
+$1,992 
XLRE The Real Estate Select Sector SPDR Fund
+0.74%
+$64,316.99 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.65%
+$2,513.94 
FTCS First Trust Capital Strength ETF
+0.53%
+$42,961.88 
RWL Invesco S&P 500 Revenue ETF
+0.32%
+$7,792.26 
WTV WisdomTree U.S. Value Fund
+0.32%
+$4,716.47 
VIG Vanguard Dividend Appreciation ETF
+0.07%
+$155 
SYFI AB Short Duration High Yield ETF
+0.01%
+$2,096.59 
NVDA NVIDIA Corporation
-2.72%
-$10,411.44 
TSLA Tesla, Inc.
-2.51%
-$6,082.2 
GOOGL Alphabet Inc
-2.14%
-$32,824.44 
QQQ Invesco QQQ Trust, Series 1
-1.81%
-$236,390.4 
QQQM Invesco NASDAQ 100 ETF
-1.81%
-$408,319.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.75%
-$6,375.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.74%
-$14,459.37 
IMTM iShares MSCI International Momentum Factor ETF
-1.35%
-$146,428.8 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.27%
-$29,928 
IDMO Invesco S&P International Developed Momentum ETF
-1.23%
-$5,873.58 
V Visa Inc. Class A
-1.08%
-$4,881.07 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.95%
-$112,703.5 
SPY SPDR S&P 500 ETF Trust
-0.79%
-$55,600.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$115,520.47 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.74%
-$15,884.1 
AAPL Apple Inc.
-0.7%
-$8,549.24 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.65%
-$57,924.62 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.51%
-$81,934.38 
BUFR FT Vestladder Buffer ETF-USD I
-0.45%
-$81,684.74 
RDVY First Trust Rising Dividend Achievers ETF
-0.36%
-$34,229.57 
OMFS Invesco Russell 2000 Dynamic Multifactor ETF
-0.19%
-$9,442.35 
JPM JPMorgan Chase & Co.
-0.14%
-$780.46 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.05%
-$8,502.14 Events
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Dividends
Dividend Analysis
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| Trades 165 | Longs Won 140/165 84% | Profit Factor 63.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $694,402.87 |
| Average Win $300,045.98 | Best Trade (Jul 10) $6.05M | Sharpe Ratio -10.75 |
| Average Loss -$26,355.06 | Worst Trade (Jul 14) -$239,155.64 | Z-Score 18.66 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 1d | Expectancy $250,591.28 |
| 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 | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
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