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:
46.42%
Gain +0.18%
Monthly
1.14%
Yearly
14.65%
Drawdown
14.89%
$316.17M
Equity
Holdings
$316.17M
Investment
$244.73M
$105.77M
Profit +$654,896.85
Realized
$34.33M
Unrealized
$71.44M
Dividends
$13.25M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$654,896.85
Win %
80%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$2.65M
Win %
80%
This Month
Compared to last month
Gain
0.75%
Profit
$2.37M
Win %
80%
This Year
Compared to last year
Gain
-1.08%
Profit
-$3.03M
Win %
80%
LLY Eli Lilly and Company
+4.64%
+$16,889.11 
MAR Marriott International Inc. - Class A
+4.19%
+$50,368.31 
SHW The Sherwin-Williams Company
+3.66%
+$31,715.82 
NFLX Netflix, Inc.
+3.33%
+$7,191 
AFB AllianceBernstein National Municipal Income Fund
+2.55%
+$5,863.92 
ABT Abbott Laboratories
+2.23%
+$8,545.44 
MFM MFS Municipal Income Trust
+2.15%
+$20,766.27 
HBAN Huntington Bancshares Incorporated
+1.72%
+$3,404.96 
GLD SPDR Gold Shares
+1.28%
+$33,793.02 
PGR Progressive Corporation
+1.16%
+$5,790.78 
FREL Fidelity MSCI Real Estate Index ETF
+1.15%
+$8,941.91 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+1.15%
+$110,876.53 
XLP Consumer Staples Select Sector SPDR Fund
+1.15%
+$2,821.04 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.12%
+$51,101.64 
IYR iShares U.S. Real Estate ETF
+1.11%
+$7,772.37 
FVD First Trust Value Line Dividend Index Fund
+1.11%
+$54,706.96 
VNQ Vanguard Real Estate ETF
+1.09%
+$52,185.3 
LHX L3Harris Technologies, Inc.
+1.07%
+$3,182.4 
MSFT Microsoft Corp.
+1.06%
+$10,499.3 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.06%
+$53,924.85 
PGX Invesco Preferred ETF
+1.05%
+$1,813.66 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.04%
+$84,704.81 
DVY iShares Select Dividend ETF
+0.95%
+$4,449.06 
SCHM Schwab U.S. Mid-Cap ETF
+0.94%
+$42,831.36 
VB Vanguard Small-Cap ETF
+0.94%
+$52,189 
IJR iShares Core S&P Small-Cap ETF
+0.9%
+$31,954.24 
ABBV AbbVie Inc.
+0.87%
+$7,908.69 
VIG Vanguard Dividend Appreciation ETF
+0.79%
+$4,683.5 
EQWL Invesco S&P 100 Equal Weight ETF
+0.75%
+$5,889.98 
EFA iShares MSCI EAFE ETF
+0.67%
+$2,225.57 
IJH iShares Core S&P Mid-Cap ETF
+0.62%
+$24,769.35 
VOOV Vanguard S&P 500 Value ETF
+0.62%
+$28,265.79 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$314,521.06 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.6%
+$42,439.92 
PFF iShares Preferred and Income Securities ETF
+0.57%
+$6,905.25 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.56%
+$29,030.4 
VO Vanguard Mid-Cap ETF
+0.56%
+$1,557.5 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.47%
+$3,097.35 
GOOGL Alphabet Inc
+0.47%
+$6,658.16 
YLD Principal Active High Yield ETF
+0.44%
+$68,832.32 
GOOG Alphabet Inc
+0.42%
+$4,288.79 
DNP DNP Select Income Fund Inc.
+0.3%
+$965.22 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.28%
+$25,544.09 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.25%
+$2,342.87 
SCHF Schwab International Equity ETF
+0.2%
+$757.79 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.12%
+$3,882.67 
VEU Vanguard FTSE All-World ex-US ETF
+0.11%
+$12,316.68 
IVV iShares Core S&P 500 ETF
+0.04%
+$458.93 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$181.44 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$47.05 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.01%
+$291.39 
VOO Vanguard S&P 500 ETF
0%
+$3.72 
COHR Coherent Corp.
-7.44%
-$49,002.57 
DTM Dt Midstream Inc.
-3.77%
-$7,714.35 
VLO Valero Energy Corporation
-3.23%
-$25,894.83 
NVDA NVIDIA Corporation
-1.94%
-$4,695.6 
PWB Invesco Large Cap Growth ETF
-1.57%
-$42,575.48 
AEP American Electric Power Company, Inc.
-1.37%
-$3,606.35 
VGT Vanguard Information Technology ETF
-1.29%
-$6,707.1 
CFBK CF Bankshares Inc
-1.24%
-$2,972.76 
EEM iShares MSCI Emerging Markets ETF
-1.2%
-$36,830.64 
RPG Invesco S&P 500 Pure Growth ETF
-1.1%
-$4,507.4 
CVX Chevron Corporation
-1.06%
-$4,554.56 
PTF Invesco Dorsey Wright Technology ETF
-0.95%
-$6,687 
QQQ Invesco QQQ Trust, Series 1
-0.68%
-$211,067.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.45%
-$145,408.33 
VOOG Vanguard S&P 500 Growth ETF
-0.45%
-$8,789.02 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.41%
-$37,478.18 
JPM JPMorgan Chase & Co.
-0.37%
-$1,456.25 
PNC The PNC Financial Services Group, Inc.
-0.31%
-$788.04 
DTE DTE Energy Company
-0.28%
-$1,112.4 
XLI Industrial Select Sector SPDR Fund
-0.17%
-$341.33 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.14%
-$18,871.68 
AMZN Amazon.com Inc
-0.1%
-$594.5 
JNJ Johnson & Johnson
-0.07%
-$183.35 
AAPL Apple Inc.
-0.07%
-$15,121.14 
FE FirstEnergy Corp.
-0.01%
-$129.37 
SPHQ Invesco S&P 500 Quality ETF
-0.01%
-$63.43 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 683 | Longs Won 557/683 81% | Profit Factor 25.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $949,325.03 |
| Average Win $197,655.76 | Best Trade (Oct 14) $13.62M | Sharpe Ratio -13.6 |
| Average Loss -$34,321.71 | Worst Trade (Oct 14) -$876,142.97 | Z-Score 21.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $154,860.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 64,348 | $12.58M | $22.05M | - | $9.47M | 75.29% | -0.069% |
| ABBV AbbVie Inc. | 3,189 | $595,753.31 | $911,926.44 | - | $316,173.13 | 53.07% | +0.875% |
| ABT Abbott Laboratories | 3,748 | $442,426.49 | $392,115.76 | - | -$50,310.73 | -11.37% | +2.228% |
| AEP American Electric Power Company, Inc. | 2,091 | $231,245.08 | $260,131.48 | - | $28,886.4 | 12.49% | -1.367% |
| AFB AllianceBernstein National Municipal Income Fund | 24,433 | $257,975.04 | $235,534.12 | - | -$22,440.92 | -8.7% | +2.553% |
| AMZN Amazon.com Inc | 2,378 | $364,550.92 | $603,607.74 | - | $239,056.82 | 65.58% | -0.098% |
| CFBK CF Bankshares Inc | 7,078 | $231,961 | $236,051.3 | - | $4,090.3 | 1.76% | -1.244% |
| COHR Coherent Corp. | 2,501 | $223,114.21 | $609,560.75 | - | $386,446.54 | 173.21% | -7.441% |
| CVX Chevron Corporation | 1,934 | $317,053.48 | $424,870.79 | - | $107,817.31 | 34.01% | -1.061% |
| DNP DNP Select Income Fund Inc. | 32,174 | $282,764.34 | $318,039.99 | - | $35,275.65 | 12.48% | +0.304% |
| DTE DTE Energy Company | 3,090 | $341,472.92 | $395,365.5 | - | $53,892.58 | 15.78% | -0.281% |
| DTM Dt Midstream Inc. | 1,659 | $223,613.53 | $196,890.12 | - | -$26,723.41 | -11.95% | -3.77% |
| DVY iShares Select Dividend ETF | 2,996 | $356,772.87 | $473,592.7 | - | $116,819.83 | 32.74% | +0.948% |
| EELV Invesco S&P Emerging Markets Low Volatility ETF | 23,341 | $565,188.79 | $658,916.43 | - | $93,727.64 | 16.58% | +0.472% |
| EEM iShares MSCI Emerging Markets ETF | 47,832 | $1.97M | $3.04M | - | $1.08M | 54.85% | -1.196% |
| EFA iShares MSCI EAFE ETF | 3,249 | $261,804.79 | $336,060.31 | - | $74,255.52 | 28.36% | +0.667% |
| EQWL Invesco S&P 100 Equal Weight ETF | 6,041 | $568,745.14 | $795,267.44 | - | $226,522.3 | 39.83% | +0.746% |
| ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 617,433 | $7.84M | $9.09M | - | $1.24M | 15.86% | -0.411% |
| FE FirstEnergy Corp. | 25,873 | $975,660.74 | $1.17M | - | $199,102.82 | 20.41% | -0.011% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 314,528 | $11.47M | $13.42M | - | $1.95M | 16.96% | -0.14% |
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 Michelle Taylor?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $11.76M, SPDR Portfolio S&P 500 Value ETF - $6.68M, SPDR S&P 600 Small Cap Growth ETF - $3.65M, Invesco QQQ Trust, Series 1 - $3.57M, and SPDR S&P 600 Small Cap Value ETF - $3.41M. 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 $13.25M earned over time. The largest contributors to dividend income include SPDR Portfolio S&P 500 Value ETF - $2.4M, Eaton Vance Tax-Managed Buy-Write Opportunities Fund - $1.76M, Vanguard Real Estate ETF - $990,677.38, Principal Active High Yield ETF - $836,114.89, and SPDR S&P 600 Small Cap Value ETF - $674,557.06. 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.
2026 © Marketlog. All Rights Reserved.
