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:
42.51%
Gain +0.03%
Monthly
2.84%
Yearly
40.04%
Drawdown
20.47%
$182.77M
Equity
Holdings
$182.77M
Investment
$139.87M
$49.64M
Profit +$47,684.03
Realized
$6.51M
Unrealized
$43.13M
Dividends
$931,055.08
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$47,684.03
Win %
65%
This Week
Compared To Last Week
Gain
0.03%
Profit
$47,684.03
Win %
65%
This Month
Compared to last month
Gain
-0.83%
Profit
-$1.53M
Win %
65%
This Year
Compared to last year
Gain
-0.94%
Profit
-$1.72M
Win %
65%
BE Bloom Energy Corporation
+3.98%
+$28,533.44 
GEV GE Vernova Inc.
+2.09%
+$78,264.4 
LLY Eli Lilly and Company
+0.85%
+$4,393.46 
AAPL Apple Inc.
+0.14%
+$57,923.04 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$60 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-7.26%
-$112,428 
SPCX Space Exploration Technologies Corp. Class A
-5.43%
-$12,460 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.04%
-$247,200.05 
NVMI Nova Ltd.
-3.03%
-$12,371.36 
META Meta Platforms Inc Class A
-2.79%
-$86,164.36 
GS The Goldman Sachs Group, Inc.
-2.76%
-$8,527.68 
TSLA Tesla, Inc.
-2.61%
-$23,608.2 
CRDO Credo Technology Group Holding Ltd.
-2.54%
-$17,007.38 
MELI MercadoLibre, Inc.
-2.34%
-$13,270.55 
APP AppLovin Corporation Class A Common Stock
-2.29%
-$122,699.36 
NVDA NVIDIA Corporation
-2.21%
-$800,512.62 
RDDT Reddit Inc Class A
-2.2%
-$10,526.4 
GOOG Alphabet Inc
-2.17%
-$5,221.51 
GOOGL Alphabet Inc
-2.17%
-$264,897.43 
SMCI Super Micro Computer Inc
-2.03%
-$30,812.5 
MSFT Microsoft Corp.
-1.81%
-$77,961.52 
VUG Vanguard Growth ETF
-1.49%
-$9,071.28 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.27%
-$6,862.5 
XLK State Street Technology Select Sector SPDR ETF
-1.09%
-$11,037.67 
AMZN Amazon.com Inc
-1.06%
-$72,812.18 
AMD Advanced Micro Devices, Inc.
-1.03%
-$94,897.42 
SPY SPDR S&P 500 ETF Trust
-0.99%
-$37,231.68 
AVGO Broadcom Inc.
-0.97%
-$279,139.74 
CLS Celestica Inc.
-0.83%
-$5,002.18 
JEPI JPMorgan Equity Premium Income Fund
-0.76%
-$37,085.35 
RH RH
-0.7%
-$23,401.53 
JPM JPMorgan Chase & Co.
-0.6%
-$2,300.08 
MU Micron Technology, Inc.
-0.5%
-$11,891.5 
PFE Pfizer Inc.
-0.36%
-$1,222.3 
CRWD CrowdStrike Holdings, Inc.
-0.33%
-$13,137.37 Events
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Dividends
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| Trades 118 | Longs Won 75/118 63% | Profit Factor 6.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.87M |
| Average Win $780,743.95 | Best Trade (Jul 19) $15.05M | Sharpe Ratio -8.63 |
| Average Loss -$207,351.37 | Worst Trade (Jul 19) -$1.53M | Z-Score 2.76 (99.43%) |
| Commissions $0 | Avg. Trade Length 6m 1d | Expectancy $420,675.32 |
| 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% | 0.99% |
| Consecutive Losing Trades | 882 | 794 | 705 | 617 | 529 | 441 | 353 | 265 | 176 | 88 |
Hover over the desired column for a detailed explanation.
Returns
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