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:
35.19%
Gain +0.38%
Monthly
1.41%
Yearly
18.35%
Drawdown
16.29%
$180.71M
Equity
Holdings
$180.71M
Investment
$143.52M
$36.99M
Profit +$520,276.33
Realized
-$208,920.76
Unrealized
$37.2M
Dividends
$4.43M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$520,276.33
Win %
85%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$1.57M
Win %
85%
This Month
Compared to last month
Gain
0.1%
Profit
$179,707.33
Win %
85%
This Year
Compared to last year
Gain
0.65%
Profit
$1.17M
Win %
82%
LLY Eli Lilly and Company
+4.65%
+$20,141.08 
NFLX Netflix, Inc.
+3.25%
+$9,196.64 
EARN Ellington Financial Inc.
+3.22%
+$2,100 
V Visa Inc. Class A
+2.71%
+$7,963.69 
XLV Health Care Select Sector SPDR Fund
+2.23%
+$7,806.54 
FHLC Fidelity MSCI Health Care Index ETF
+2.1%
+$7,997.5 
WMT Walmart Inc.
+1.74%
+$5,646.03 
SYLD Cambria Shareholder Yield ETF
+1.68%
+$9,084.54 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.65%
+$8,561.52 
XLC Communication Services Select Sector SPDR Fund
+1.52%
+$9,293.76 
FNCL Fidelity MSCI Financials Index ETF
+1.51%
+$3,309.76 
GLD SPDR Gold Shares
+1.37%
+$37,671.13 
XLF Financial Select Sector SPDR Fund
+1.35%
+$12,132.65 
MSFT Microsoft Corp.
+1.3%
+$27,461.58 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.22%
+$9,182.7 
IJS iShares S&P Small-Cap 600 Value ETF
+1.18%
+$34,177.34 
RSP Invesco S&P 500 Equal Weight ETF
+1.12%
+$32,844.06 
ABBV AbbVie Inc.
+1.08%
+$2,833.28 
DFSV Dimensional US Small Cap Value ETF
+1.07%
+$7,055.1 
SCHA Schwab U.S. Small-Cap ETF
+1.06%
+$2,707.42 
IQLT iShares MSCI International Quality Factor ETF
+1.06%
+$3,645.07 
VB Vanguard Small-Cap ETF
+1.05%
+$7,953.37 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.03%
+$45,928.8 
DFAT Dimensional US Targeted Value ETF
+1.03%
+$34,554.51 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$29,323.04 
AVIV Avantis International Large Cap Value ETF
+0.96%
+$11,324 
XLP Consumer Staples Select Sector SPDR Fund
+0.88%
+$2,368.17 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.87%
+$4,933.5 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.81%
+$1,986.6 
IBIT iShares Bitcoin Trust
+0.79%
+$2,504.99 
VOE Vanguard Mid-Cap Value ETF
+0.72%
+$8,105.92 
DFSU Dimensional US Sustainability Core 1 ETF
+0.7%
+$2,530.26 
IJH iShares Core S&P Mid-Cap ETF
+0.69%
+$31,869 
VTV Vanguard Value ETF
+0.67%
+$12,559.21 
VO Vanguard Mid-Cap ETF
+0.67%
+$5,394.4 
NTSX WisdomTree U.S. Efficient Core Fund
+0.66%
+$3,042 
IEFA iShares Core MSCI EAFE ETF
+0.65%
+$155,228.12 
DFIC Dimensional International Core Equity Market ETF
+0.56%
+$8,887.41 
GOOGL Alphabet Inc
+0.52%
+$7,297.83 
DISV Dimensional International Small Cap Equity Fund
+0.49%
+$39,519.27 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.49%
+$5,817.24 
GOOG Alphabet Inc
+0.46%
+$9,005.76 
META Meta Platforms Inc Class A
+0.46%
+$3,559.66 
ESGV Vanguard ESG U.S. Stock ETF
+0.4%
+$965.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.39%
+$923.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.36%
+$25,139 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,685.3 
SCHF Schwab International Equity ETF
+0.35%
+$2,037.56 
COST Costco Wholesale Corporation
+0.28%
+$643.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.28%
+$20,969.1 
VONE Vanguard Russell 1000 ETF
+0.23%
+$557.29 
USEW Cambria US EW ETF
+0.2%
+$5,994.45 
AMZN Amazon.com Inc
+0.18%
+$1,886.88 
VOO Vanguard S&P 500 ETF
+0.17%
+$6,951.66 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$4,170.75 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.15%
+$5,186.29 
IBTI iShares iBonds Dec 2028 Term ETF
+0.14%
+$3,419.76 
VGSH Vanguard Short-Term Treasury Fund
+0.13%
+$268.12 
IVV iShares Core S&P 500 ETF
+0.12%
+$31,122.55 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$2,109.18 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$244.41 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$107.76 
XLI Industrial Select Sector SPDR Fund
+0.02%
+$107.91 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
+$2.15 
LRCX Lam Research Corporation
-4.34%
-$11,740.35 
AMAT Applied Materials, Inc.
-4.13%
-$7,707.92 
CSCO Cisco Systems, Inc.
-3.71%
-$9,659.58 
INTC Intel Corporation
-3.53%
-$11,919.7 
SNDK SanDisk Corporation
-3.35%
-$17,185.53 
KLAC KLA Corporation
-3.25%
-$7,901.6 
GEV GE Vernova Inc.
-2.69%
-$5,228.28 
DDOG Datadog, Inc. Class A Common Stock
-2.43%
-$6,549.99 
AMD Advanced Micro Devices, Inc.
-2.41%
-$9,308.76 
NVDA NVIDIA Corporation
-1.61%
-$44,510.76 
AVGO Broadcom Inc.
-1.5%
-$11,479.59 
TSLA Tesla, Inc.
-1.44%
-$5,887.19 
XOM Exxon Mobil Corporation
-1.43%
-$6,001.15 
XLK State Street Technology Select Sector SPDR ETF
-1.08%
-$12,926.5 
DFAE Dimensional Emerging Core Equity Market ETF
-1.07%
-$2,554.3 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.92%
-$6,398.87 
IEMG iShares Core MSCI Emerging Markets ETF
-0.88%
-$48,042.63 
VGT Vanguard Information Technology ETF
-0.85%
-$4,880.4 
FTEC Fidelity MSCI Information Technology Index ETF
-0.81%
-$8,982.12 
DFEV Dimensional Emerging Markets Value ETF
-0.78%
-$28,095.92 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.64%
-$5,612.46 
JNJ Johnson & Johnson
-0.46%
-$1,550.25 
JPM JPMorgan Chase & Co.
-0.41%
-$1,711.86 
VWO Vanguard FTSE Emerging Markets ETF
-0.32%
-$3,695.31 
MU Micron Technology, Inc.
-0.29%
-$1,892.39 
VUG Vanguard Growth ETF
-0.19%
-$490.62 
AAPL Apple Inc.
-0.15%
-$4,706.5 
ATRC AtriCure, Inc.
-0.13%
-$621.21 
AVDV Avantis International Small Cap Value ETF
-0.12%
-$2,770.04 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.04%
-$883.41 Events
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Dividends
Dividend Analysis
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| Trades 480 | Longs Won 378/480 78% | Profit Factor 16.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $383,913.53 |
| Average Win $104,229.45 | Best Trade (Oct 15) $5.5M | Sharpe Ratio -12.86 |
| Average Loss -$23,637.17 | Worst Trade (Mar 30) -$389,270 | Z-Score 23.08 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $77,057.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,413 | $2.33M | $3.22M | - | $889,116.77 | 38.09% | -0.146% |
| ABBV AbbVie Inc. | 932 | $234,464 | $265,424.28 | - | $30,960.28 | 13.2% | +1.079% |
| AMAT Applied Materials, Inc. | 418 | $302,214 | $178,983.42 | - | -$123,230.58 | -40.78% | -4.129% |
| AMD Advanced Micro Devices, Inc. | 677 | $393,276 | $377,136.39 | - | -$16,139.61 | -4.1% | -2.409% |
| AMZN Amazon.com Inc | 4,147 | $919,253.17 | $1.06M | - | $136,303.47 | 14.83% | +0.179% |
| ATRC AtriCure, Inc. | 8,228 | $250,983.39 | $470,843.19 | - | $219,859.8 | 87.6% | -0.132% |
| AVDV Avantis International Small Cap Value ETF | 21,308 | $1.39M | $2.28M | - | $895,731.07 | 64.56% | -0.121% |
| AVGO Broadcom Inc. | 2,214 | $566,019.11 | $755,117.91 | - | $189,098.8 | 33.41% | -1.497% |
| AVIV Avantis International Large Cap Value ETF | 14,900 | $773,310 | $1.19M | - | $414,220 | 53.56% | +0.963% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 53,128 | $6M | $6.3M | - | $305,789.96 | 5.1% | +0.033% |
| BRK-B Berkshire Hathaway Inc. | 887 | $413,275.12 | $468,557.75 | - | $55,282.63 | 13.38% | +0.361% |
| COST Costco Wholesale Corporation | 233 | $231,070.5 | $229,449.08 | - | -$1,621.42 | -0.7% | +0.281% |
| CSCO Cisco Systems, Inc. | 2,289 | $268,913 | $250,462.38 | - | -$18,450.62 | -6.86% | -3.713% |
| DDOG Datadog, Inc. Class A Common Stock | 1,000 | $260,360 | $262,780 | - | $2,420 | 0.93% | -2.432% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 26,442 | $914,629 | $1.19M | - | $278,037.41 | 30.4% | +0.49% |
| DFAE Dimensional Emerging Core Equity Market ETF | 6,230 | $250,527 | $235,244.8 | - | -$15,282.2 | -6.1% | -1.074% |
| DFAT Dimensional US Targeted Value ETF | 50,079 | $2.85M | $3.4M | - | $549,181.03 | 19.27% | +1.027% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 58,894 | $1.49M | $2.15M | - | $666,754.93 | 44.85% | -0.041% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 18,025 | $548,541.29 | $692,250.12 | - | $143,708.83 | 26.2% | -0.916% |
| DFEV Dimensional Emerging Markets Value ETF | 86,449 | $2.34M | $3.56M | - | $1.23M | 52.43% | -0.782% |
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FAQ
Which stocks have generated the highest profits for Michael Schupak?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $987,301.62, iShares Core S&P 500 ETF - $454,391.83, Rio Tinto Plc Sponsored ADR - $326,099.55, Dimensional International Small Cap Equity Fund - $325,145, and VANGUARD FTSE DEVELOPED MARKETS ETF - $239,715.17. 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: Blue Owl Capital Inc - $374,195, Comcast Corp - $182,832.23, Tesla, Inc - $154,798.93, iShares Bitcoin Trust - $119,762.98, and Axon Enterprise, Inc - $88,686.71. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Schupak's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.43M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $987,301.62, iShares Core S&P 500 ETF - $431,741.11, Dimensional International Small Cap Equity Fund - $325,145, VANGUARD FTSE DEVELOPED MARKETS ETF - $239,715.17, and iShares Core MSCI Emerging Markets ETF - $164,560.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Schupak's monthly returns?
Michael Schupak's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michael Schupak's strategy be considered aggressive or moderate?
Michael Schupak's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Michael Schupak's strategy?
Michael Schupak's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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