MT
Michael Taylor Portfolio
Invests via Board of Trustees of The Leland Stanford Junior University | Managed by Michael Taylor
Invests via Board of Trustees of The Leland Stanford Junior University
Managed by Michael Taylor
Automatically Tracked
Michael Taylor Profile
With a strong foundation in finance, Michael Taylor has carved out a distinguished career as an entrepreneurial founder and investor-operator. His leadership in developing innovative business solutions has positioned him at the forefront of several successful ventures across various sectors. Notably, he is recognized for his ability to leverage market opportunities and enhance operational efficiencies within startup environments. By combining hands-on experience with strategic foresight, Taylor plays a crucial role in mentoring emerging companies while facilitating growth through thoughtful investments and robust network building. His insights into industry trends significantly contribute to shaping new business models that address contemporary market demands.
With a strong foundation in finance, Michael Taylor has carved out a distinguished career as an entrepreneurial founder and investor-operator. His leadership in developing innovative business solutions has positioned him at the forefront of several successful ventures across various sectors. Notably, he is recognized for his ability to leverage market opportunities and enhance operational efficiencies within startup environments. By combining hands-on experience with strategic foresight, Taylor plays a crucial role in mentoring emerging companies while facilitating growth through thoughtful investments and robust network building. His insights into industry trends significantly contribute to shaping new business models that address contemporary market demands.
Investment Philosophy & Strategy
Opportunity arises from the dynamic interplay of innovation and operational execution, a principle that Michael Taylor embodies in his investment endeavors. With a knack for identifying disruptive business models, he focuses on nurturing early-stage companies poised for scalable growth. His approach is underscored by hands-on involvement, enabling him to guide teams through critical phases of development while fostering an adaptive corporate culture. By leveraging strategic partnerships and mentoring emerging leaders, he not only invests capital but also builds valuable connections that facilitate transformative change. This entrepreneurial mindset drives his commitment to cultivate sustainable success within sectors primed for evolution.
Opportunity arises from the dynamic interplay of innovation and operational execution, a principle that Michael Taylor embodies in his investment endeavors. With a knack for identifying disruptive business models, he focuses on nurturing early-stage companies poised for scalable growth. His approach is underscored by hands-on involvement, enabling him to guide teams through critical phases of development while fostering an adaptive corporate culture. By leveraging strategic partnerships and mentoring emerging leaders, he not only invests capital but also builds valuable connections that facilitate transformative change. This entrepreneurial mindset drives his commitment to cultivate sustainable success within sectors primed for evolution.
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:
117.04%
Gain -2.12%
Monthly
0.24%
Yearly
2.92%
Drawdown
69.86%
$1.15B
Equity
Holdings
$1.15B
Investment
$922.23M
$321.19M
Profit -$18.71M
Realized
$89.92M
Unrealized
$231.27M
Dividends
$460.46M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-2.12%
Profit
-$18.71M
Win %
53%
This Week
Compared To Last Week
Gain
0.25%
Profit
$2.93M
Win %
53%
This Month
Compared to last month
Gain
-1.37%
Profit
-$15.98M
Win %
53%
This Year
Compared to last year
Gain
1.15%
Profit
$50M
Win %
53%
CRWD CrowdStrike Holdings, Inc.
+3.42%
+$229,316.35 
VNOM Viper Energy Inc. Class A Common Stock
+2.22%
+$22,625 
KRP Kimbell Royalty Partners, LP
+1.33%
+$21,211.22 
ALEX Alexander & Baldwin Inc.
0%
$0 
MLNX Mellanox Technologies Ltd
0%
$0 HNSN
HNSN
0%
$0 ARUN
ARUN
0%
$0 JDSU
JDSU
0%
$0 CPX
CPX
0%
$0 OMTR
OMTR
0%
$0 NOVC
NOVC
0%
$0 
KOD Kodiak Sciences Inc.
-7.96%
-$1.86M 
AMTX Aemetis Inc.
-7.33%
-$3,921.5 
MRLN Merlin, Inc.
-7.29%
-$4,573.52 
CHYM Chime Financial, Inc. – Class A Common Stock
-6.74%
-$81,272.3 
ANNX Annexon, Inc.
-5.14%
-$103,748.25 
BOLT Bolt Biotherapeutics Inc.
-4.62%
-$6,173.65 
LIFE Ethos Technologies Inc.
-4.03%
-$46,632.4 
NAVN Navan, Inc.
-3.79%
-$87,890.43 
NUS Nu Skin Enterprises Inc.
-3.5%
-$3,556.91 
CARL Carlsmed, Inc.
-2.92%
-$5,632.2 
DEI Douglas Emmett Inc.
-2.85%
-$221,465.64 
PCG PG&E Corporation
-2.64%
-$1,165.52 
INTC Intel Corporation
-2.62%
-$7,452 
GOOGL Alphabet Inc
-2.48%
-$2.85M 
BTGO Bitgo Holdings, Inc.
-2.42%
-$8,424.4 
HE Hawaiian Electric Industries Inc.
-1.97%
-$1,459.2 
EEM iShares MSCI Emerging Markets ETF
-1.55%
-$5.9M 
IWM iShares Russell 2000 ETF
-1.32%
-$463,731.78 
ARAY Accuray Incorporated
-1.3%
-$1,195.2 
EFA iShares MSCI EAFE ETF
-1.22%
-$6.63M 
MATX Matson Inc.
-0.93%
-$5,670 
IVV iShares Core S&P 500 ETF
-0.41%
-$119,541.93 
RSP Invesco S&P 500 Equal Weight ETF
-0.3%
-$2,803.84 
IWD iShares Russell 1000 Value ETF
-0.17%
-$16,749.24 
BSM Black Stone Minerals, L.P.
-0.1%
-$2,217.78 Events
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Dividends
Dividend Analysis
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| Trades 780 | Longs Won 335/780 42% | Profit Factor 1.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $14.13M |
| Average Win $5.49M | Best Trade (Jun 30) $131.83M | Sharpe Ratio -12.54 |
| Average Loss -$3.41M | Worst Trade (Dec 31) -$153.16M | Z-Score -8.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 5d | Expectancy $411,780.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.05% | 0.34% | 1.31% | 3.77% | 8.92% | 18.5% | 34.79% | 60.75% |
| Consecutive Losing Trades | 338 | 305 | 271 | 237 | 203 | 169 | 135 | 102 | 68 | 34 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ALEX Alexander & Baldwin Inc. | 2,700 | $144,000 | $144,000 | - | - | - | 0.0 |
| AMTX Aemetis Inc. | 25,300 | $233,783.46 | $49,588 | - | -$184,195.46 | -78.79% | -7.329% |
| ANNX Annexon, Inc. | 482,550 | $14.26M | $1.91M | - | -$12.35M | -86.59% | -5.144% |
| ARAY Accuray Incorporated | 398,400 | $8.84M | $90,436.8 | - | -$8.75M | -98.98% | -1.304% |
| ARUN ARUN | 131,946 | $2.57M | $1.97M | - | -$604,057.53 | -23.48% | 0.0 |
| BOLT Bolt Biotherapeutics Inc. | 35,977 | $207,583.23 | $127,301.02 | - | -$80,282.21 | -38.67% | -4.625% |
| BSM Black Stone Minerals, L.P. | 147,852 | $2.36M | $2.18M | - | -$176,624.48 | -7.49% | -0.102% |
| BTGO Bitgo Holdings, Inc. | 42,122 | $218,192 | $340,345.76 | - | $122,153.76 | 55.98% | -2.415% |
| CARL Carlsmed, Inc. | 12,516 | $167,589.39 | $187,364.52 | - | $19,775.13 | 11.8% | -2.918% |
| CHYM Chime Financial, Inc. – Class A Common Stock | 42,110 | $1.45M | $1.12M | - | -$329,300.1 | -22.66% | -6.744% |
| CPX CPX | 35,460 | $916,000 | $916,000 | - | - | - | 0.0 |
| CRWD CrowdStrike Holdings, Inc. | 26,852 | $5.12M | $6.94M | - | $1.82M | 35.55% | +3.415% |
| DEI Douglas Emmett Inc. | 750,731 | $18.02M | $7.56M | - | -$10.45M | -58.02% | -2.845% |
| EEM iShares MSCI Emerging Markets ETF | 5.51M | $310.94M | $375.13M | - | $64.19M | 20.64% | -1.548% |
| EFA iShares MSCI EAFE ETF | 5.1M | $434.75M | $536.88M | - | $102.13M | 23.49% | -1.221% |
| GOOGL Alphabet Inc | 327,884 | $94.29M | $112.29M | - | $18M | 19.09% | -2.479% |
| HE Hawaiian Electric Industries Inc. | 7,680 | $204,000 | $72,499.2 | - | -$131,500.8 | -64.46% | -1.973% |
| HNSN HNSN | 5,697 | $171,000 | $171,000 | - | - | - | 0.0 |
| INTC Intel Corporation | 2,300 | $321,149 | $277,426 | - | -$43,723 | -13.61% | -2.616% |
| IVV iShares Core S&P 500 ETF | 37,651 | $5.12M | $29.13M | - | $24.01M | 469.4% | -0.409% |
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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 Michael Taylor?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $385.55M, iShares MSCI EAFE ETF - $179.31M, JD.com Inc - $128.69M, iShares MSCI Japan ETF - $123.6M, and iShares MSCI Emerging Markets ETF - $59.19M. 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: QuantumScape Corp - $498.98M, Microsoft Corp - $42.49M, Antero Resources Corporation - $29.13M, LENZ Therapeutics, Inc - $19.56M, and Akoya Biosciences, Inc - $18.07M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Taylor's portfolio generate?
The portfolio generates substantial dividend income, with a total of $460.46M earned over time. The largest contributors to dividend income include iShares MSCI EAFE ETF - $272.48M, iShares Core MSCI Emerging Markets ETF - $50.36M, SPDR S&P 500 ETF Trust - $35.15M, iShares MSCI Emerging Markets ETF - $33.75M, and iShares MSCI Japan ETF - $18.88M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Taylor's monthly returns?
Michael Taylor'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 Michael Taylor's strategy be considered aggressive or moderate?
Michael Taylor's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Michael Taylor's strategy?
Michael Taylor's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
