Michelle Taylor Portfolio
Invests via BALANCED WEALTH GROUP LLC | Managed by Michelle Taylor
Invests via BALANCED WEALTH GROUP LLC
Managed by Michelle Taylor
Automatically Tracked
Michelle Taylor Profile
Seasoned growth investor and operator with experience in technology and consumer sectors, specializing in scaling revenue models, go-to-market execution and board-level governance. Michelle Taylor combines operating stints in high-growth startups with investment roles evaluating Series A–C opportunities and leading diligence, portfolio support and exit planning. Known for sector-driven sourcing, metric-focused performance improvement and hands-on CEO coaching to accelerate commercialization and organic growth.
Seasoned growth investor and operator with experience in technology and consumer sectors, specializing in scaling revenue models, go-to-market execution and board-level governance. Michelle Taylor combines operating stints in high-growth startups with investment roles evaluating Series A–C opportunities and leading diligence, portfolio support and exit planning. Known for sector-driven sourcing, metric-focused performance improvement and hands-on CEO coaching to accelerate commercialization and organic growth.
Investment Philosophy & Strategy
Growth-oriented investor focused on Series A–C technology and consumer businesses, prioritizing companies with repeatable revenue models and scalable go-to-market engines. Capital allocation favors concentrated, active stakes where operational partnership accelerates ARR expansion and margin improvement. Investment decisions blend metric-driven underwriting, scenario-based sizing and milestone-linked capital, with a 3–7 year horizon to commercialization and exit. Risk discipline emphasizes unit-economics stress-testing, founder alignment and board-level governance to de-risk scale execution.
Growth-oriented investor focused on Series A–C technology and consumer businesses, prioritizing companies with repeatable revenue models and scalable go-to-market engines. Capital allocation favors concentrated, active stakes where operational partnership accelerates ARR expansion and margin improvement. Investment decisions blend metric-driven underwriting, scenario-based sizing and milestone-linked capital, with a 3–7 year horizon to commercialization and exit. Risk discipline emphasizes unit-economics stress-testing, founder alignment and board-level governance to de-risk scale execution.
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:
47.43%
Gain -0.46%
Monthly
1.22%
Yearly
15.66%
Drawdown
14.89%
$318.28M
Equity
Holdings
$318.28M
Investment
$244.73M
$107.88M
Profit -$1.4M
Realized
$34.33M
Unrealized
$73.56M
Dividends
$12.3M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$1.4M
Win %
86%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$972,426.67
Win %
86%
This Month
Compared to last month
Gain
-0.44%
Profit
-$1.4M
Win %
86%
This Year
Compared to last year
Gain
-0.42%
Profit
-$918,315.73
Win %
85%
GLD SPDR Gold Shares
+1.02%
+$28,534.77 
GOOGL Alphabet Inc
+0.91%
+$13,234.24 
ABT Abbott Laboratories
+0.75%
+$3,035.88 
JPM JPMorgan Chase & Co.
+0.64%
+$2,644.56 
HBAN Huntington Bancshares Incorporated
+0.28%
+$654.8 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.2%
+$18,522.99 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.1%
+$700.23 
PWB Invesco Large Cap Growth ETF
+0.1%
+$2,763.52 
DTM Dt Midstream Inc.
+0.08%
+$182.49 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+0.05%
+$5,342.16 
EQWL Invesco S&P 100 Equal Weight ETF
+0.04%
+$302.11 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.03%
+$2,959.12 
VOOV Vanguard S&P 500 Value ETF
+0.02%
+$1,005.5 
MAR Marriott International Inc. - Class A
+0.02%
+$242.67 
PGR Progressive Corporation
+0.02%
+$93.4 
AEP American Electric Power Company, Inc.
+0.02%
+$41.82 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.01%
+$1,572.64 
SPHQ Invesco S&P 500 Quality ETF
+0.01%
+$126.86 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$1,368.52 
VNQ Vanguard Real Estate ETF
+0.01%
+$529.8 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$239.16 
IVV iShares Core S&P 500 ETF
+0.01%
+$100.14 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$262.18 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$275.21 
CFBK CF Bankshares Inc
0%
$0 
DTE DTE Energy Company
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
FREL Fidelity MSCI Real Estate Index ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
YLD Principal Active High Yield ETF
0%
$0 
AFB AllianceBernstein National Municipal Income Fund
0%
$0 
NVDA NVIDIA Corporation
-2.86%
-$6,999.73 
AAPL Apple Inc.
-1.62%
-$326,244.36 
VGT Vanguard Information Technology ETF
-0.99%
-$5,094 
SCHM Schwab U.S. Mid-Cap ETF
-0.55%
-$26,769.6 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.54%
-$30,965.86 
EFA iShares MSCI EAFE ETF
-0.5%
-$1,754.46 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$1,192.06 
DNP DNP Select Income Fund Inc.
-0.18%
-$643.48 
MFM MFS Municipal Income Trust
-0.09%
-$988.87 
ABBV AbbVie Inc.
-0.06%
-$478.33 
FVD First Trust Value Line Dividend Index Fund
-0.06%
-$3,067.68 
LLY Eli Lilly and Company
-0.05%
-$189.63 
LHX L3Harris Technologies, Inc.
-0.05%
-$187.22 
COHR Coherent Corp.
-0.05%
-$475.19 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$143.28 
VB Vanguard Small-Cap ETF
-0.05%
-$2,746.53 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.03%
-$1,702.89 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$149.05 
NFLX Netflix, Inc.
-0.03%
-$61.2 
GOOG Alphabet Inc
-0.02%
-$237.41 
VOOG Vanguard S&P 500 Growth ETF
-0.02%
-$462.58 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$48.75 
MSFT Microsoft Corp.
-0.02%
-$185.46 
VLO Valero Energy Corporation
-0.02%
-$87.08 
RPG Invesco S&P 500 Pure Growth ETF
-0.02%
-$72.7 
AMZN Amazon.com Inc
-0.01%
-$95.14 
VOO Vanguard S&P 500 ETF
-0.01%
-$81.76 
SHW The Sherwin-Williams Company
-0.01%
-$133.45 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$73.95 
FE FirstEnergy Corp.
-0.01%
-$129.37 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$2,618.66 
CVX Chevron Corporation
-0.01%
-$19.34 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.01%
-$224.13 
JNJ Johnson & Johnson
0%
-$9.63 
PTF Invesco Dorsey Wright Technology ETF
0%
-$27.42 
QQQ Invesco QQQ Trust, Series 1
0%
-$638.91 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
0%
-$132.25 Events
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Dividends
Dividend Analysis
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| Trades 683 | Longs Won 578/683 84% | Profit Factor 48.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $910,965.67 |
| Average Win $190,540.89 | Best Trade (Aug 14) $13.68M | Sharpe Ratio -13.6 |
| Average Loss -$21,408.48 | Worst Trade (Sep 01) -$429,618.18 | Z-Score 31.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $157,957.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 64,348 | $12.58M | $19.84M | - | $7.25M | 57.66% | -1.618% |
| ABBV AbbVie Inc. | 3,189 | $595,753.31 | $784,143.21 | - | $188,389.9 | 31.62% | -0.061% |
| ABT Abbott Laboratories | 3,748 | $442,426.49 | $407,107.76 | - | -$35,318.73 | -7.98% | +0.751% |
| AEP American Electric Power Company, Inc. | 2,091 | $231,245.08 | $262,943.25 | - | $31,698.17 | 13.71% | +0.016% |
| AFB AllianceBernstein National Municipal Income Fund | 24,433 | $257,975.04 | $269,251.66 | - | $11,276.62 | 4.37% | 0.0 |
| AMZN Amazon.com Inc | 2,378 | $364,550.92 | $652,618.32 | - | $288,067.4 | 79.02% | -0.015% |
| CFBK CF Bankshares Inc | 7,078 | $231,961 | $254,595.66 | - | $22,634.66 | 9.76% | 0.0 |
| COHR Coherent Corp. | 2,501 | $223,114.21 | $947,728.94 | - | $724,614.73 | 324.77% | -0.05% |
| CVX Chevron Corporation | 1,934 | $317,053.48 | $360,787.7 | - | $43,734.22 | 13.79% | -0.005% |
| DNP DNP Select Income Fund Inc. | 32,174 | $282,764.34 | $348,444.42 | - | $65,680.08 | 23.23% | -0.184% |
| DTE DTE Energy Company | 3,090 | $341,472.92 | $432,198.3 | - | $90,725.38 | 26.57% | 0.0 |
| DTM Dt Midstream Inc. | 1,659 | $223,613.53 | $218,241.45 | - | -$5,372.08 | -2.4% | +0.084% |
| DVY iShares Select Dividend ETF | 2,996 | $356,772.87 | $485,082.36 | - | $128,309.49 | 35.96% | 0.0 |
| EELV Invesco S&P Emerging Markets Low Volatility ETF | 23,341 | $565,188.79 | $673,154.44 | - | $107,965.65 | 19.1% | +0.104% |
| EEM iShares MSCI Emerging Markets ETF | 47,832 | $1.97M | $3.14M | - | $1.17M | 59.78% | +0.008% |
| EFA iShares MSCI EAFE ETF | 3,249 | $261,804.79 | $350,924.49 | - | $89,119.7 | 34.04% | -0.497% |
| EQWL Invesco S&P 100 Equal Weight ETF | 6,041 | $568,745.14 | $809,373.18 | - | $240,628.04 | 42.31% | +0.037% |
| ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 617,433 | $7.84M | $9.34M | - | $1.5M | 19.08% | +0.199% |
| FE FirstEnergy Corp. | 25,873 | $975,660.74 | $1.23M | - | $252,401.2 | 25.87% | -0.011% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 314,528 | $11.47M | $13.11M | - | $1.64M | 14.26% | +0.012% |
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FAQ
Which stocks have generated the highest profits for Michelle Taylor?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $11.72M, SPDR Portfolio S&P 500 Value ETF - $6.46M, SPDR S&P 600 Small Cap Growth ETF - $3.63M, Invesco QQQ Trust, Series 1 - $3.54M, and SPDR S&P 600 Small Cap Value ETF - $3.38M. 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: iShares Core U.S. Aggregate Bond ETF - $142,180.19, DraftKings Inc - $87,243.38, Exxon Mobil Corporation - $49,993.9, The Walt Disney Company - $35,215.3, and Vanguard Total Bond Market Index Fund - $18,175.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michelle Taylor's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.3M earned over time. The largest contributors to dividend income include SPDR Portfolio S&P 500 Value ETF - $2.18M, Eaton Vance Tax-Managed Buy-Write Opportunities Fund - $1.7M, Vanguard Real Estate ETF - $948,049.67, SPDR S&P 600 Small Cap Value ETF - $650,873.69, and Principal Active High Yield ETF - $640,243.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michelle Taylor's monthly returns?
Michelle Taylor'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 Michelle Taylor's strategy be considered aggressive or moderate?
Michelle Taylor'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 Michelle Taylor's strategy?
Michelle Taylor'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.
