MS
Michael Schupak Portfolio
Invests via Astra Wealth Partners LLC | Managed by Michael Schupak, Kevin Peacock
Invests via Astra Wealth Partners LLC
Managed by Michael Schupak, Kevin Peacock
Automatically Tracked
Seasoned growth-stage investor and operator focused on technology and healthcare companies. Michael Schupak is known for founding and scaling startups and advising corporates; he evaluates opportunities across SaaS, digital health, and data-driven business models, emphasizing revenue growth, go-to-market execution and capital efficiency. Active in seed-to-growth rounds, provides board-level operational support and strategic capital formation.
Seasoned growth-stage investor and operator focused on technology and healthcare companies. Michael Schupak is known for founding and scaling startups and advising corporates; he evaluates opportunities across SaaS, digital health, and data-driven business models, emphasizing revenue growth, go-to-market execution and capital efficiency. Active in seed-to-growth rounds, provides board-level operational support and strategic capital formation.
Investment Philosophy & Strategy
Growth-stage oriented investor prioritizing technology and healthcare companies with recurring revenue and data-driven business models. Focuses on SaaS, digital health, and analytics, underwriting opportunities on revenue momentum, scalable go‑to‑market playbooks, unit economics and capital efficiency. Invests across seed to growth rounds, provides board-level operational support and strategic capital formation, favors hands-on partnerships, metric-driven governance, and staged capital deployment to balance rapid scaling with downside protection.
Growth-stage oriented investor prioritizing technology and healthcare companies with recurring revenue and data-driven business models. Focuses on SaaS, digital health, and analytics, underwriting opportunities on revenue momentum, scalable go‑to‑market playbooks, unit economics and capital efficiency. Invests across seed to growth rounds, provides board-level operational support and strategic capital formation, favors hands-on partnerships, metric-driven governance, and staged capital deployment to balance rapid scaling with downside protection.
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:
0.45%
Gain
Monthly
0.02%
Yearly
0.29%
Drawdown
26.57%
$174.67M
Equity
Holdings
$174.67M
Investment
$139.75M
$35.37M
Profit -$1.16M
Realized
$442,194.64
Unrealized
$34.92M
Dividends
$3.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.16M
Win %
88%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$1.71M
Win %
88%
This Month
Compared to last month
Gain
-0.66%
Profit
-$1.17M
Win %
88%
This Year
Compared to last year
Gain
10.19%
Profit
$16.16M
Win %
86%
MU Micron Technology, Inc.
+1.76%
+$11,114.28 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$7,619.46 
SNDK SanDisk Corporation
+1.62%
+$8,086.15 
XOM Exxon Mobil Corporation
+1.55%
+$4,994.62 
JNJ Johnson & Johnson
+1.49%
+$4,626.46 
LLY Eli Lilly and Company
+1.22%
+$4,747.6 
WMT Walmart Inc.
+1.08%
+$3,161.74 
XLP Consumer Staples Select Sector SPDR Fund
+0.58%
+$1,486.48 
GLD SPDR Gold Shares
+0.45%
+$13,156.08 
JPM JPMorgan Chase & Co.
+0.44%
+$1,652.49 
FHLC Fidelity MSCI Health Care Index ETF
+0.42%
+$1,508.1 
VTV Vanguard Value ETF
+0.42%
+$7,835.64 
XLV Health Care Select Sector SPDR Fund
+0.4%
+$1,279.36 
GLDM SPDR Gold MiniShares Trust
+0.38%
+$1,101.9 
VOE Vanguard Mid-Cap Value ETF
+0.38%
+$4,209.02 
XLI Industrial Select Sector SPDR Fund
+0.33%
+$2,098.04 
COST Costco Wholesale Corporation
+0.1%
+$202.33 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$64.69 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$274.9 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$114.48 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.02%
+$1,331.4 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$257.3 
VO Vanguard Mid-Cap ETF
0%
$0 
NFLX Netflix, Inc.
-8.73%
-$25,239.61 
META Meta Platforms Inc Class A
-4.6%
-$33,638.01 
KLAC KLA Corporation
-3.27%
-$10,393.6 
TSLA Tesla, Inc.
-2.86%
-$11,670.4 
MSFT Microsoft Corp.
-2.36%
-$35,086.31 
GOOG Alphabet Inc
-2.13%
-$41,766.93 
GOOGL Alphabet Inc
-2.1%
-$29,623.41 
NVDA NVIDIA Corporation
-2.01%
-$48,929.92 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$21,531.69 
PLTR Palantir Technologies Inc.
-1.82%
-$3,831.64 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.73%
-$9,592.62 
XLC Communication Services Select Sector SPDR Fund
-1.68%
-$10,204.11 
IBIT iShares Bitcoin Trust
-1.64%
-$4,038.86 
DFEV Dimensional Emerging Markets Value ETF
-1.58%
-$55,697.92 
IEMG iShares Core MSCI Emerging Markets ETF
-1.52%
-$83,436.85 
VUG Vanguard Growth ETF
-1.52%
-$3,795.09 
EARN Ellington Financial Inc.
-1.46%
-$1,300 
AVDV Avantis International Small Cap Value ETF
-1.44%
-$32,368.5 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.41%
-$11,897.52 
XLK State Street Technology Select Sector SPDR ETF
-1.25%
-$13,874.38 
FTEC Fidelity MSCI Information Technology Index ETF
-1.14%
-$11,774.88 
VGT Vanguard Information Technology ETF
-1.1%
-$5,856.48 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$2,486.13 
AVGO Broadcom Inc.
-1.04%
-$7,907.44 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.96%
-$21,218.75 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.87%
-$4,655.28 
ATRC AtriCure, Inc.
-0.86%
-$2,454.64 
USEW Cambria US EW ETF
-0.85%
-$25,967.3 
NTSX WisdomTree U.S. Efficient Core Fund
-0.79%
-$3,666 
DISV Dimensional International Small Cap Equity Fund
-0.79%
-$59,239.05 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$177,636.75 
DFSU Dimensional US Sustainability Core 1 ETF
-0.73%
-$2,605.78 
VOO Vanguard S&P 500 ETF
-0.69%
-$27,407.5 
IVV iShares Core S&P 500 ETF
-0.69%
-$163,172.92 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.67%
-$22,174.3 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$16,288.61 
SCHF Schwab International Equity ETF
-0.64%
-$3,619 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$44,457.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$47,046.8 
VONE Vanguard Russell 1000 ETF
-0.63%
-$1,505.75 
DFIC Dimensional International Core Equity Market ETF
-0.6%
-$8,532.67 
IJS iShares S&P Small-Cap 600 Value ETF
-0.47%
-$14,639.91 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$5,552.82 
IJR iShares Core S&P Small-Cap ETF
-0.44%
-$14,378.65 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.42%
-$1,124.2 
AVIV Avantis International Large Cap Value ETF
-0.41%
-$4,768 
DFSV Dimensional US Small Cap Value ETF
-0.4%
-$2,872 
FNCL Fidelity MSCI Financials Index ETF
-0.4%
-$926.08 
VB Vanguard Small-Cap ETF
-0.35%
-$2,806.3 
IQLT iShares MSCI International Quality Factor ETF
-0.35%
-$1,085 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$14,977.2 
DFAT Dimensional US Targeted Value ETF
-0.27%
-$9,235.59 
SCHA Schwab U.S. Small-Cap ETF
-0.26%
-$705.51 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.24%
-$11,355.84 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.2%
-$1,136.2 
XLF Financial Select Sector SPDR Fund
-0.19%
-$1,779.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$1,256.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$3,498.9 
AMZN Amazon.com Inc
-0.1%
-$901.42 
AAPL Apple Inc.
-0.07%
-$1,980.67 
SYLD Cambria Shareholder Yield ETF
-0.06%
-$329.15 
NYF iShares New York Muni Bond ETF
-0.05%
-$118.78 Events
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Dividends
Dividend Analysis
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| Trades 401 | Longs Won 317/401 79% | Profit Factor 27.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $386,022.76 |
| Average Win $115,749.67 | Best Trade (Jul 10) $4.94M | Sharpe Ratio -11.48 |
| Average Loss -$15,791.97 | Worst Trade (Jul 10) -$202,078.76 | Z-Score 22.02 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $88,194.81 |
| 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 | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
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