MMT
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:
45.09%
Gain -1.36%
Monthly
3.4%
Yearly
45.09%
Drawdown
33.53%
$194.69M
Equity
Holdings
$194.69M
Investment
$135.86M
$62.43M
Profit -$2.79M
Realized
$3.6M
Unrealized
$58.83M
Dividends
$734,658.81
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.36%
Profit
-$2.79M
Win %
67%
This Week
Compared To Last Week
Gain
0.99%
Profit
$1.9M
Win %
67%
This Month
Compared to last month
Gain
0.99%
Profit
$1.9M
Win %
67%
This Year
Compared to last year
Gain
14.54%
Profit
$27.68M
Win %
71%
META Meta Platforms Inc Class A
+4.24%
+$108,751.5 
AMD Advanced Micro Devices, Inc.
+4.02%
+$442,048.6 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.19%
+$168,048 
MU Micron Technology, Inc.
+1.45%
+$9,854.39 
NVMI Nova Ltd.
+1.32%
+$7,428.25 
RDDT Reddit Inc Class A
+0.17%
+$1,589.2 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$6,347.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$24 
TSLA Tesla, Inc.
0%
+$36.96 
JPM JPMorgan Chase & Co.
0%
$0 
UPST Upstart Holdings, Inc.
-6.48%
-$30,471 
APP AppLovin Corporation Class A Common Stock
-5.75%
-$392,265.6 
SMCI Super Micro Computer Inc
-5.48%
-$178,131.25 
NVDA NVIDIA Corporation
-3.55%
-$1.38M 
MSFT Microsoft Corp.
-3.11%
-$141,878.52 
CLS Celestica Inc.
-2.94%
-$18,738.01 
CRWD CrowdStrike Holdings, Inc.
-2.77%
-$88,027.5 
TTD The Trade Desk, Inc. Class A
-2.56%
-$22,277.7 
AMZN Amazon.com Inc
-2.53%
-$174,934.5 
RH RH
-2.25%
-$57,728 
NFLX Netflix, Inc.
-2.17%
-$28,254.1 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$12,208.07 
MELI MercadoLibre, Inc.
-2.05%
-$80,478.63 
AAPL Apple Inc.
-1.57%
-$592,839.52 
VUG Vanguard Growth ETF
-1.25%
-$9,294.75 
GEV GE Vernova Inc.
-1.04%
-$3,517.5 
XLK State Street Technology Select Sector SPDR ETF
-1%
-$11,319.66 
GOOGL Alphabet Inc
-0.79%
-$96,816.72 
PFE Pfizer Inc.
-0.76%
-$9,453.8 
SPY SPDR S&P 500 ETF Trust
-0.73%
-$28,857.86 
AVGO Broadcom Inc.
-0.49%
-$179,028.72 Events
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Dividends
Dividend Analysis
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| Trades 83 | Longs Won 54/83 65% | Profit Factor 14.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.57M |
| Average Win $1.24M | Best Trade (Jun 03) $15.79M | Sharpe Ratio -15.52 |
| Average Loss -$157,874.74 | Worst Trade (Apr 29) -$1.51M | Z-Score 2.38 (98.25%) |
| Commissions $0 | Avg. Trade Length 6m 2d | Expectancy $752,172.45 |
| 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% | 0.97% |
| Consecutive Losing Trades | 1,233 | 1,110 | 986 | 863 | 740 | 617 | 493 | 370 | 247 | 123 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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