M. Michael Tafazoli CHFC Portfolio
Invests via Integrated Financial Solutions Inc. | Managed by M. Michael Tafazoli, ChFC
Invests via Integrated Financial Solutions Inc.
Managed by M. Michael Tafazoli, ChFC
Automatically Tracked
Veteran financial advisor and wealth planner with experience in retirement planning, insurance-based strategies and advisory services. M. Michael Tafazoli CHFC holds a designation and has worked with high-net-worth individuals on income planning, tax-aware asset allocation and risk management. Known for combining insurance solutions with investment portfolios, focuses on client-centered financial planning and distribution-stage strategies.
Veteran financial advisor and wealth planner with experience in retirement planning, insurance-based strategies and advisory services. M. Michael Tafazoli CHFC holds a designation and has worked with high-net-worth individuals on income planning, tax-aware asset allocation and risk management. Known for combining insurance solutions with investment portfolios, focuses on client-centered financial planning and distribution-stage strategies.
Investment Philosophy & Strategy
Adopts a fiduciary, client-centered approach prioritizing retirement income durability and downside protection. Combines insurance-based solutions with tax-aware asset allocation to create layered income streams, using annuities, life insurance and fixed-income ladders to manage longevity and sequence-of-returns risk. Emphasizes conservative allocation, durable cashflow, and bespoke tax-efficient distribution planning for distribution-stage clients. Decision-making favors capital preservation, scenario planning, and cooperation with tax and estate advisors to align investments with income needs and legacy goals.
Adopts a fiduciary, client-centered approach prioritizing retirement income durability and downside protection. Combines insurance-based solutions with tax-aware asset allocation to create layered income streams, using annuities, life insurance and fixed-income ladders to manage longevity and sequence-of-returns risk. Emphasizes conservative allocation, durable cashflow, and bespoke tax-efficient distribution planning for distribution-stage clients. Decision-making favors capital preservation, scenario planning, and cooperation with tax and estate advisors to align investments with income needs and legacy goals.
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:
44.42%
Gain +1.38%
Monthly
2.59%
Yearly
35.84%
Drawdown
20.5%
$185.19M
Equity
Holdings
$185.19M
Investment
$139.64M
$52.01M
Profit +$2.29M
Realized
$6.46M
Unrealized
$45.55M
Dividends
$1.05M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.38%
Profit
$2.29M
Win %
59%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$189,947.67
Win %
59%
This Month
Compared to last month
Gain
0.94%
Profit
$1.72M
Win %
59%
This Year
Compared to last year
Gain
0.37%
Profit
$703,286.5
Win %
58%
BE Bloom Energy Corporation
+11.45%
+$100,369.65 
CLS Celestica Inc.
+7.29%
+$45,168.71 
AMD Advanced Micro Devices, Inc.
+6.34%
+$555,095.82 
SPCX Space Exploration Technologies Corp. Class A
+3.39%
+$8,785 
TSLA Tesla, Inc.
+3.37%
+$27,535.23 
GEV GE Vernova Inc.
+3.17%
+$108,165.56 
AVGO Broadcom Inc.
+3.07%
+$847,054.12 
NVMI Nova Ltd.
+3.05%
+$10,280.8 
SMCI Super Micro Computer Inc
+2.53%
+$61,625 
CRDO Credo Technology Group Holding Ltd.
+2.39%
+$13,101.09 
XLK State Street Technology Select Sector SPDR ETF
+0.57%
+$6,119.33 
MU Micron Technology, Inc.
+0.27%
+$7,778.36 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.18%
+$1,006.5 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.1%
-$195,291.23 
RH RH
-3.39%
-$88,326.9 
MELI MercadoLibre, Inc.
-2.65%
-$15,969.8 
APP AppLovin Corporation Class A Common Stock
-2.53%
-$100,109.84 
RDDT Reddit Inc Class A
-2.01%
-$7,998.03 
LLY Eli Lilly and Company
-1.99%
-$10,112.96 
NVDA NVIDIA Corporation
-1.96%
-$788,306.08 
NFLX Netflix, Inc.
-1.85%
-$30,084.9 
PFE Pfizer Inc.
-1.74%
-$6,722.6 
MSFT Microsoft Corp.
-1.48%
-$79,032.53 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$51,584.59 
AAPL Apple Inc.
-1.14%
-$439,853.09 
JPM JPMorgan Chase & Co.
-0.84%
-$3,388.45 
AMZN Amazon.com Inc
-0.6%
-$42,702.15 
JEPI JPMorgan Equity Premium Income Fund
-0.33%
-$16,386.55 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$12,577.61 
VUG Vanguard Growth ETF
-0.23%
-$1,406.4 
GOOG Alphabet Inc
-0.18%
-$407.4 
GOOGL Alphabet Inc
-0.15%
-$18,084.33 
META Meta Platforms Inc Class A
-0.06%
-$1,767.09 
GS The Goldman Sachs Group, Inc.
-0.04%
-$121.26 Events
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Dividends
Dividend Analysis
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| Trades 118 | Longs Won 70/118 59% | Profit Factor 6.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.94M |
| Average Win $867,320.19 | Best Trade (Sep 14) $14.87M | Sharpe Ratio -12.73 |
| Average Loss -$181,226.22 | Worst Trade (Aug 13) -$2.05M | Z-Score 0.68 (50.38%) |
| Commissions $0 | Avg. Trade Length 7m 1w 5d | Expectancy $440,792.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.06% |
| Consecutive Losing Trades | 1,021 | 919 | 817 | 715 | 613 | 511 | 409 | 306 | 204 | 102 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 120,673 | $24.96M | $38.17M | - | $13.21M | 52.94% | -1.139% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 15,335 | $1.75M | $4.56M | - | $2.81M | 160.31% | -4.103% |
| AMD Advanced Micro Devices, Inc. | 18,320 | $2.6M | $9.3M | - | $6.7M | 257.91% | +6.345% |
| AMZN Amazon.com Inc | 27,373 | $6.04M | $7.03M | - | $997,176 | 16.52% | -0.603% |
| APP AppLovin Corporation Class A Common Stock | 12,344 | $6.47M | $3.86M | - | -$2.61M | -40.38% | -2.53% |
| AVGO Broadcom Inc. | 77,110 | $21.41M | $28.44M | - | $7.03M | 32.84% | +3.069% |
| BE Bloom Energy Corporation | 3,467 | $1.05M | $977,069.94 | - | -$72,391.06 | -6.9% | +11.449% |
| CLS Celestica Inc. | 1,985 | $611,181 | $665,183.44 | - | $54,002.44 | 8.84% | +7.285% |
| CRDO Credo Technology Group Holding Ltd. | 3,215 | $874,319 | $561,483.67 | - | -$312,835.33 | -35.78% | +2.389% |
| CRWD CrowdStrike Holdings, Inc. | 19,320 | $2.21M | $4.07M | - | $1.86M | 83.96% | -1.253% |
| GEV GE Vernova Inc. | 3,620 | $4.07M | $3.52M | - | -$552,516.92 | -13.57% | +3.172% |
| GOOG Alphabet Inc | 679 | $239,911 | $227,268.09 | - | -$12,642.91 | -5.27% | -0.179% |
| GOOGL Alphabet Inc | 34,447 | $6.66M | $11.64M | - | $4.98M | 74.79% | -0.155% |
| GS The Goldman Sachs Group, Inc. | 282 | $285,206 | $292,766.76 | - | $7,560.76 | 2.65% | -0.041% |
| JEPI JPMorgan Equity Premium Income Fund | 86,245 | $4.91M | $4.92M | - | $11,908.25 | 0.24% | -0.332% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9,150 | $562,359 | $548,817 | - | -$13,542 | -2.41% | +0.184% |
| JPM JPMorgan Chase & Co. | 1,122 | $359,670.02 | $399,005.64 | - | $39,335.62 | 10.94% | -0.842% |
| LLY Eli Lilly and Company | 442 | $530,148 | $497,904.16 | - | -$32,243.84 | -6.08% | -1.991% |
| MELI MercadoLibre, Inc. | 305 | $546,462.18 | $587,430 | - | $40,967.82 | 7.5% | -2.647% |
| META Meta Platforms Inc Class A | 4,650 | $2.96M | $2.87M | - | -$90,072.7 | -3.05% | -0.062% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for M. Michael Tafazoli CHFC?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $2.94M, ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $2.46M, ASML Holding N.V. New York Registry Shares - $1.76M, Powell Industries Inc - $1.13M, and JPMorgan Equity Premium Income Fund - $386,815.1. 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: The Trade Desk, Inc. Class A - $1.26M, MercadoLibre, Inc - $647,047.88, Upstart Holdings, Inc - $587,023.5, Super Micro Computer Inc - $115,290.05, and Fidelity Enhanced Large Cap Growth ETF - $23,548.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does M. Michael Tafazoli CHFC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.05M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $386,815.1, Broadcom Inc - $189,959.21, Apple Inc - $157,575.59, Pfizer Inc - $86,174.15, and NVIDIA Corporation - $48,668.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are M. Michael Tafazoli CHFC's monthly returns?
M. Michael Tafazoli CHFC's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can M. Michael Tafazoli CHFC's strategy be considered aggressive or moderate?
M. Michael Tafazoli CHFC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow M. Michael Tafazoli CHFC's strategy?
M. Michael Tafazoli CHFC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
