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:
9.73%
Gain
Monthly
0.3%
Yearly
3.72%
Drawdown
25.68%
$317.88M
Equity
Holdings
$317.88M
Investment
$235.64M
$106.88M
Profit -$146,054.31
Realized
$24.64M
Unrealized
$82.24M
Dividends
$11.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$146,054.31
Win %
90%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$39,164.86
Win %
90%
This Month
Compared to last month
Gain
0.26%
Profit
$838,262.14
Win %
90%
This Year
Compared to last year
Gain
12.59%
Profit
$35.59M
Win %
89%
ABT Abbott Laboratories
+10.69%
+$41,950.28 
ABBV AbbVie Inc.
+3.03%
+$23,577.52 
XLP Consumer Staples Select Sector SPDR Fund
+2.39%
+$5,388.49 
VLO Valero Energy Corporation
+2.33%
+$11,845.06 
HBAN Huntington Bancshares Incorporated
+2.31%
+$7,390.37 
MSFT Microsoft Corp.
+2.09%
+$17,921.11 
IYR iShares U.S. Real Estate ETF
+1.67%
+$12,563.26 
FREL Fidelity MSCI Real Estate Index ETF
+1.67%
+$13,920.89 
AAPL Apple Inc.
+1.65%
+$336,679.2 
FVD First Trust Value Line Dividend Index Fund
+1.62%
+$85,282.87 
VNQ Vanguard Real Estate ETF
+1.61%
+$86,580.84 
DVY iShares Select Dividend ETF
+1.49%
+$7,043.64 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.44%
+$198,191.76 
LLY Eli Lilly and Company
+1.24%
+$4,475.29 
SHW The Sherwin-Williams Company
+1.17%
+$4,787.92 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.16%
+$177,233.1 
CVX Chevron Corporation
+1.06%
+$3,507.84 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$31,064 
XOM Exxon Mobil Corporation
+0.73%
+$1,523.22 
FE FirstEnergy Corp.
+0.72%
+$8,982.05 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.71%
+$357,020.84 
DTM Dt Midstream Inc.
+0.67%
+$1,598.54 
VOOV Vanguard S&P 500 Value ETF
+0.67%
+$29,815.83 
AMZN Amazon.com Inc
+0.61%
+$3,787.06 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$3,408.16 
EQWL Invesco S&P 100 Equal Weight ETF
+0.54%
+$4,241.98 
NFLX Netflix, Inc.
+0.53%
+$1,193.4 
MAR Marriott International Inc. - Class A
+0.51%
+$6,235.51 
DTE DTE Energy Company
+0.33%
+$1,482.72 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$13,879.37 
GOOG Alphabet Inc
+0.29%
+$3,202.39 
AEP American Electric Power Company, Inc.
+0.28%
+$770.71 
GOOGL Alphabet Inc
+0.27%
+$4,059.38 
VB Vanguard Small-Cap ETF
+0.18%
+$10,875.94 
YLD Principal Active High Yield ETF
+0.11%
+$16,461.48 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.07%
+$276.87 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.06%
+$7,737.53 
DNP DNP Select Income Fund Inc.
+0.04%
+$157.85 
COHR Coherent Corp.
-7.37%
-$55,250.76 
PTF Invesco Dorsey Wright Technology ETF
-6.99%
-$50,888.07 
RPG Invesco S&P 500 Pure Growth ETF
-2.79%
-$11,947.4 
NVDA NVIDIA Corporation
-2.41%
-$6,359.04 
PWB Invesco Large Cap Growth ETF
-2.12%
-$58,773.75 
EEM iShares MSCI Emerging Markets ETF
-2.07%
-$68,213.52 
VGT Vanguard Information Technology ETF
-1.84%
-$8,645.6 
GLD SPDR Gold Shares
-1.76%
-$46,857.24 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$393,607.42 
VOOG Vanguard S&P 500 Growth ETF
-1.1%
-$21,257.28 
SCHF Schwab International Equity ETF
-1.07%
-$4,040.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.04%
-$325,360 
VEU Vanguard FTSE All-World ex-US ETF
-1.03%
-$116,014.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.03%
-$2,727.94 
SPDW SPDR Portfolio Developed World ex-US ETF
-1%
-$10,429 
SPHQ Invesco S&P 500 Quality ETF
-0.95%
-$10,335.83 
LHX L3Harris Technologies, Inc.
-0.83%
-$2,577.54 
PGR Progressive Corporation
-0.77%
-$3,694.04 
EFA iShares MSCI EAFE ETF
-0.7%
-$2,351.26 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.65%
-$81,783.77 
SCHM Schwab U.S. Mid-Cap ETF
-0.58%
-$27,558.35 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.55%
-$85,832.91 
PFF iShares Preferred and Income Securities ETF
-0.49%
-$5,042.7 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.48%
-$2,687.94 
JPM JPMorgan Chase & Co.
-0.46%
-$1,635.75 
MFM MFS Municipal Income Trust
-0.45%
-$4,876.37 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.42%
-$38,056.02 
AFB AllianceBernstein National Municipal Income Fund
-0.32%
-$827.52 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$1,343.68 
IVV iShares Core S&P 500 ETF
-0.27%
-$3,460.3 
VOO Vanguard S&P 500 ETF
-0.27%
-$1,511.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$7,815.32 
PGX Invesco Preferred ETF
-0.23%
-$1,030.92 
VO Vanguard Mid-Cap ETF
-0.11%
-$331.58 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.09%
-$574.58 Events
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Dividends
Dividend Analysis
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| Trades 607 | Longs Won 525/607 86% | Profit Factor 98.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $966,513.07 |
| Average Win $205,672.89 | Best Trade (Jul 15) $13.79M | Sharpe Ratio -14.06 |
| Average Loss -$13,431.28 | Worst Trade (Jul 13) -$334,791.93 | Z-Score 38.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 1d | Expectancy $176,073.98 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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Returns
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