Chandler te Velde Portfolio
Invests via Maia Wealth LLC | Managed by Chandler te Velde
Invests via Maia Wealth LLC
Managed by Chandler te Velde
Automatically Tracked
Chandler te Velde Profile
Operator and investor with cross-border tech and growth-equity focus and a track record advising founders on go-to-market and capital strategy. Chandler te Velde is an entrepreneur and early-stage investor who has led product and commercial teams at scaling SaaS and marketplace companies, sourced deals, and structured seed to Series A financings. Market-oriented, sector-agnostic with emphasis on product-led growth.
Operator and investor with cross-border tech and growth-equity focus and a track record advising founders on go-to-market and capital strategy. Chandler te Velde is an entrepreneur and early-stage investor who has led product and commercial teams at scaling SaaS and marketplace companies, sourced deals, and structured seed to Series A financings. Market-oriented, sector-agnostic with emphasis on product-led growth.
Investment Philosophy & Strategy
Operator-investor mindset focused on early-stage and growth-equity tech opportunities, prioritizing product-led SaaS and marketplace businesses with clear go-to-market inflection points. Capital allocation favors seed to Series A structures that pair founder-aligned economics with staged milestone financing. Investment style combines commercial rigor—customer acquisition economics, retention and pricing—with cross-border scaling strategies and hands-on GTM support. Risk discipline emphasizes capital efficiency, repeatable unit economics, and rapid feedback loops to inform follow-on commitments.
Operator-investor mindset focused on early-stage and growth-equity tech opportunities, prioritizing product-led SaaS and marketplace businesses with clear go-to-market inflection points. Capital allocation favors seed to Series A structures that pair founder-aligned economics with staged milestone financing. Investment style combines commercial rigor—customer acquisition economics, retention and pricing—with cross-border scaling strategies and hands-on GTM support. Risk discipline emphasizes capital efficiency, repeatable unit economics, and rapid feedback loops to inform follow-on commitments.
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:
52.21%
Gain -0.94%
Monthly
1.26%
Yearly
16.24%
Drawdown
19.75%
$679.17M
Equity
Holdings
$679.17M
Investment
$565.07M
$147.28M
Profit -$4.33M
Realized
$33.18M
Unrealized
$114.1M
Dividends
$26.67M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.94%
Profit
-$4.33M
Win %
69%
This Week
Compared To Last Week
Gain
-1.22%
Profit
-$8.38M
Win %
69%
This Month
Compared to last month
Gain
0.14%
Profit
$928,871.45
Win %
69%
This Year
Compared to last year
Gain
0.73%
Profit
$5.2M
Win %
67%
KMI Kinder Morgan, Inc.
+3.02%
+$9,382.23 
COP ConocoPhillips
+2.55%
+$54,781.46 
LMT Lockheed Martin Corporation
+2.29%
+$40,567.07 
RTX RTX Corporation
+2.27%
+$5,596.8 
PM Philip Morris International Inc.
+2.02%
+$16,143.63 
PEP PepsiCo, Inc.
+2%
+$5,384.15 
UL Unilever PLC Sponsored American Depositary Receipt
+1.95%
+$5,518.8 
CMCSA Comcast Corp
+1.88%
+$4,273.43 
AEP American Electric Power Company, Inc.
+1.87%
+$5,753.6 
CVX Chevron Corporation
+1.86%
+$42,181.38 
XLE Energy Select Sector SPDR Fund
+1.85%
+$5,778.54 
EPD Enterprise Products Partners L.P.
+1.74%
+$12,801.14 
SO The Southern Company
+1.72%
+$24,696.62 
XOM Exxon Mobil Corporation
+1.51%
+$40,724.79 
GD General Dynamics Corporation
+1.44%
+$4,869.4 
TMUS T-Mobile US, Inc.
+1.39%
+$14,322.67 
MO Altria Group, Inc.
+1.37%
+$23,653.56 
ET Energy Transfer L.P.
+1.36%
+$12,206.43 
KO The Coca-Cola Company
+1.3%
+$22,568.4 
COST Costco Wholesale Corporation
+1.28%
+$5,907.77 
C Citigroup Inc.
+1.19%
+$2,178.32 
JPM JPMorgan Chase & Co.
+1.14%
+$54,504.73 
NEE NextEra Energy, Inc.
+1.13%
+$12,605.07 
MRK Merck & Co., Inc.
+1.1%
+$2,892.8 
LIN Linde plc
+1.1%
+$9,963.6 
GE General Electric Company
+1.1%
+$31,036.5 
SHLD Global X Defense Tech ETF
+1.09%
+$21,219 
VZ Verizon Communications Inc.
+1.04%
+$4,499.26 
DBC Invesco DB Commodity Index Tracking Fund
+1.02%
+$6,605.18 
WFC Wells Fargo & Company
+1.01%
+$4,054.68 
SYK Stryker Corporation
+0.98%
+$19,814.18 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.97%
+$58,488.21 
MPLX MPLX LP
+0.96%
+$4,409.35 
SFEB FT Vest US SC MB ETF-USD Inc.
+0.94%
+$23,366.79 
KR Kroger Co.
+0.93%
+$17,176.77 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.86%
+$3,653.98 
PNC The PNC Financial Services Group, Inc.
+0.86%
+$2,527.65 
PG Procter & Gamble Co
+0.85%
+$13,645.2 
HD The Home Depot, Inc.
+0.81%
+$6,777.03 
LOW Lowe's Companies Inc.
+0.81%
+$2,652.12 
LLY Eli Lilly and Company
+0.79%
+$60,555.57 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$4,159.51 
WMT Walmart Inc.
+0.73%
+$5,840.26 
AAPL Apple Inc.
+0.72%
+$79,447.5 
PSA Public Storage Common Stock
+0.65%
+$3,676.67 
IFRA iShares U.S. Infrastructure
+0.6%
+$4,820.52 
MGNR American Beacon GLG Natural Resources ETF
+0.59%
+$11,344.22 
JNJ Johnson & Johnson
+0.59%
+$25,183.17 
V Visa Inc. Class A
+0.57%
+$33,971 
SCI Service Corporation International
+0.57%
+$5,461.58 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
+0.56%
+$770.88 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.56%
+$1,286.65 
AVDV Avantis International Small Cap Value ETF
+0.52%
+$8,487.61 
LVHI Franklin International Low Volatility High Dividend ETF
+0.5%
+$21,982.03 
CB Chubb Limited
+0.49%
+$1,216.03 
ABBV AbbVie Inc.
+0.49%
+$3,080.18 
NVS Novartis AG Sponsored ADR
+0.48%
+$1,509.12 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$23,763.6 
FNDF Schwab Fundamental International Large Company Index ETF
+0.45%
+$160,235.52 
BNY BlackRock New York Municipal Income Trust
+0.44%
+$1,453.41 
APD Air Products and Chemicals, Inc.
+0.42%
+$1,742.19 
PYPL PayPal Holdings Inc
+0.37%
+$1,795.29 
ADT ADT Inc.
+0.36%
+$308.77 
ASML ASML Holding N.V. New York Registry Shares
+0.36%
+$1,234.11 
DIS The Walt Disney Company
+0.33%
+$2,822.73 
PFE Pfizer Inc.
+0.32%
+$936.23 
MCK McKesson Corporation
+0.32%
+$1,014.36 
MAS Masco Corporation
+0.31%
+$1,159.42 
AXP American Express Company
+0.3%
+$1,256.78 
EFV iShares MSCI EAFE Value ETF
+0.29%
+$32,351.11 
BBCA JPMorgan BetaBuilders Canada ETF
+0.29%
+$1,247.7 
EWC iShares MSCI Canada ETF
+0.27%
+$1,619.47 
ADI Analog Devices, Inc.
+0.26%
+$1,794.43 
XLF Financial Select Sector SPDR Fund
+0.24%
+$889.51 
WM Waste Management, Inc.
+0.22%
+$1,131.5 
BAC Bank of America Corporation
+0.22%
+$1,515.82 
FHDG First Trust Exchange-Traded Fund IV - First Trust Horizon Managed Volatility Domestic ETF
+0.21%
+$2,851.12 
MCD McDonald's Corporation
+0.19%
+$509.48 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.19%
+$3,801.6 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.19%
+$777.11 
VGK Vanguard FTSE Europe ETF
+0.17%
+$967.8 
ICE Intercontinental Exchange, Inc.
+0.16%
+$514 
LSAF LeaderShares AlphaFactor US Core Equity ETF
+0.15%
+$526.96 
NPFI Nuveen Preferred and Income ETF
+0.14%
+$3,863.02 
FRI First Trust S&P REIT Index Fund
+0.14%
+$1,360.97 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.13%
+$280.68 
ABT Abbott Laboratories
+0.12%
+$485.68 
SBUX Starbucks Corporation
+0.11%
+$611.38 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$254.59 
IEFA iShares Core MSCI EAFE ETF
+0.1%
+$1,249.4 
SQMX FT Cboe Vest U.S. Equity Buffer ETF - Quarterly Series August
+0.1%
+$3,817.45 
APRJ Innovator Premium Income 30 Barrier ETF - April Series
+0.08%
+$247.58 
NSCI Nuveen Securitized Income ETF
+0.06%
+$1,726.79 
SCHV Schwab U.S. Large-Cap Value ETF
+0.06%
+$1,097.84 
JANM FT Vest US Equity Maximum Buffer ETF - January
+0.06%
+$1,416.7 
BKCI BNY Mellon ETF Trust BNY Mellon Concentrated International ETF
+0.06%
+$164.34 
IVE ISHARES S&P 500 VALUE ETF
+0.05%
+$5,036.52 
APRH Innovative Premium Income Fund April Series
+0.04%
+$150.43 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$126.58 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.04%
+$208.47 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$738.9 
BFJL FT Vest Bitcoin Strategy Floor15 ETF - July
+0.03%
+$587.48 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$425.54 
IDHQ Invesco S&P International Developed Quality ETF
+0.02%
+$78.36 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
RSDE FT Vest U.S. Equity Equal Weight Buffer ETF - December
0%
$0 
BFOC FT Vest Bitcoin Strategy Floor15 ETF - October
0%
$0 QMMY
QMMY
0%
$0 AJUL
AJUL
0%
$0 OCTM
OCTM
0%
$0 QCOC
QCOC
0%
$0 TDEC
TDEC
0%
$0 DLFE
DLFE
0%
$0 
FTNT Fortinet Inc.
-7.84%
-$521,953.79 
PANW Palo Alto Networks, Inc.
-7.67%
-$460,266.84 
IBRX ImmunityBio, Inc.
-7.35%
-$10,581.06 
CRWD CrowdStrike Holdings, Inc.
-7.2%
-$26,923.36 
RKLB Rocket Lab Corporation
-6.08%
-$56,757.12 
HPE Hewlett Packard Enterprise Company
-5.69%
-$27,367.01 
INTC Intel Corporation
-4.19%
-$5,960.15 
MU Micron Technology, Inc.
-3.77%
-$14,168.28 
AMD Advanced Micro Devices, Inc.
-3.75%
-$43,382.64 
BAI iShares A.I. Innovation and Tech Active ETF
-3.67%
-$174,980.45 
ORCL Oracle Corporation
-3.49%
-$14,632.8 
LRCX Lam Research Corporation
-3.48%
-$5,666.61 
GLW Corning Incorporated
-3.19%
-$4,207.83 
AVGO Broadcom Inc.
-3.15%
-$163,727.36 
MRVL Marvell Technology, Inc.
-3.03%
-$8,633.12 
AMAT Applied Materials, Inc.
-3%
-$122,296.52 
DELL Dell Technologies Inc.
-2.77%
-$15,142.05 
META Meta Platforms Inc Class A
-2.75%
-$206,081.93 
RBLX Roblox Corporation
-2.74%
-$11,236.4 
FSK FS KKR Capital Corp.
-2.7%
-$43,497.97 
BLOK Amplify Transformational Data Sharing ETF
-2.64%
-$4,972.5 
NFLX Netflix, Inc.
-2.46%
-$15,141.61 
CRM Salesforce Inc
-2.44%
-$30,993.62 
QTUM Defiance Quantum ETF
-2.41%
-$4,144.25 
ADBE Adobe Inc.
-2.34%
-$13,033.1 
VRT Vertiv Holdings Co
-2.29%
-$3,158.64 
SOXX iShares Semiconductor ETF
-2.24%
-$3,962.89 
ADSK Autodesk, Inc.
-2.19%
-$11,104.32 
GRAB Grab Holdings Limited
-2.17%
-$1,170 
SCHW Charles Schwab Corporation
-2.17%
-$45,628.68 
TSLX Sixth Street Specialty Lending Inc.
-2.13%
-$6,973.87 
XLK State Street Technology Select Sector SPDR ETF
-2.11%
-$59,288 
IYW iShares U.S. Technology ETF
-2.09%
-$47,662.1 
ILDR First Trust Innovation Leaders ETF
-2.07%
-$88,109.05 
KEYS Keysight Technologies, Inc.
-2.02%
-$4,333.19 
MSFT Microsoft Corp.
-2.02%
-$314,566.93 
VGT Vanguard Information Technology ETF
-1.99%
-$29,892.44 
MTUM iShares MSCI USA Momentum Factor ETF
-1.94%
-$10,131.96 
GOOGL Alphabet Inc
-1.89%
-$203,495.46 
CSCO Cisco Systems, Inc.
-1.85%
-$10,537.73 
SMH VanEck Semiconductor ETF
-1.81%
-$11,734.7 
GOOG Alphabet Inc
-1.78%
-$45,362.4 
SHOP Shopify Inc.
-1.74%
-$6,068.76 
ETN Eaton Corporation plc
-1.73%
-$39,463.26 
XDQQ Innovator Growth 100 Accelerated ETF
-1.72%
-$5,927.45 
QGRW WisdomTree U.S. Quality Growth Fund
-1.69%
-$3,684.16 
CMG Chipotle Mexican Grill, Inc.
-1.68%
-$5,209.74 
QQQM Invesco NASDAQ 100 ETF
-1.67%
-$144,348.41 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$19,517.19 
DE Deere & Company
-1.65%
-$10,674.73 
TSLA Tesla, Inc.
-1.64%
-$56,239.92 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.6%
-$11,171.4 
PWB Invesco Large Cap Growth ETF
-1.59%
-$19,738.23 
IQQQ ProShares Nasdaq-100 High Income ETF
-1.57%
-$6,155.25 
UNH UnitedHealth Group Incorporated
-1.57%
-$77,102.6 
MGK Vanguard Mega Cap Growth ETF
-1.56%
-$5,898.24 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.56%
-$8,025.16 
NULG Nuveen ESG Large-Cap Growth ETF
-1.53%
-$14,013.9 
IWF iShares Russell 1000 Growth ETF
-1.52%
-$5,481.58 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.48%
-$4,307.35 
SPMO Invesco S&P 500 Momentum ETF
-1.48%
-$63,186.15 
VUG Vanguard Growth ETF
-1.46%
-$30,672.34 
AMID Argent Mid Cap ETF
-1.42%
-$42,696.05 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.39%
-$14,226.5 
NUEM Nuveen ESG Emerging Markets Equity Fund
-1.38%
-$2,640.96 
BDX Becton, Dickinson and Company
-1.38%
-$4,496.26 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.37%
-$46,379.9 
VEEV Veeva Systems Inc.
-1.37%
-$5,079.36 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.35%
-$7,246.61 
IWM iShares Russell 2000 ETF
-1.35%
-$3,298.18 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.35%
-$74,864.07 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-1.35%
-$4,219.22 
USXF iShares ESG Aware MSCI USA ETF
-1.35%
-$4,797.64 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.32%
-$12,697.99 
VOOG Vanguard S&P 500 Growth ETF
-1.31%
-$10,572.8 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$4,478.6 
ESGE iShares ESG Aware MSCI EM ETF
-1.31%
-$17,416.16 
AMZN Amazon.com Inc
-1.3%
-$114,685.56 
FIX Comfort Systems USA, Inc.
-1.3%
-$3,097.64 
DXCM DexCom, Inc.
-1.28%
-$4,100.62 
EEM iShares MSCI Emerging Markets ETF
-1.27%
-$2,830.49 
AVEM Avantis Emerging Markets Equity ETF
-1.25%
-$41,780.62 
IQV IQVIA Holdings Inc.
-1.21%
-$21,595.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.21%
-$118,986.16 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-1.21%
-$5,033.88 
IEMG iShares Core MSCI Emerging Markets ETF
-1.19%
-$106,739.91 
EQIX Equinix, Inc.
-1.14%
-$6,968.91 
SPEM SPDR Portfolio Emerging Markets ETF
-1.1%
-$31,994.26 
FTGS First Trust Growth Strength ETF
-1.08%
-$14,819.24 
BLCR iShares Large Cap Core ACT ETF
-1.07%
-$17,053.28 
BIZD VanEck BDC Income ETF
-1.06%
-$50,301.55 
EMR Emerson Electric Co.
-1.04%
-$16,668.53 
UBER Uber Technologies, Inc.
-1.04%
-$17,539.48 
IBIT iShares Bitcoin Trust
-1.02%
-$3,588.15 
XLSR SPDR SSGA US Sector Rotation ETF
-1.01%
-$3,506.76 
DSI iShares MSCI KLD 400 Social ETF
-1%
-$4,224.4 
CHKP Check Point Software Technologies Ltd.
-0.94%
-$3,668.63 
XUSP Innovator Uncapped Accelerated US Equity Fund
-0.91%
-$3,207.6 
QCOM QUALCOMM Incorporated
-0.89%
-$6,068.99 
MGC Vanguard Mega Cap ETF
-0.83%
-$3,068.5 
XLG Invesco S&P 500 Top 50 ETF
-0.83%
-$29,142.58 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.81%
-$4,893.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.81%
-$9,586.18 
RDDT Reddit Inc Class A
-0.81%
-$1,240.03 
GSUS Goldman Sachs MarketBeta U.S.
-0.79%
-$23,162.16 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.78%
-$23,045.76 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.76%
-$2,438.07 
MDT Medtronic plc
-0.76%
-$3,063.12 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.76%
-$13,657.64 
ACEI Innovator Equity Accelerated Income Strategy ETF
-0.76%
-$4,652.1 
ISPY ProShares S&P High Income ETF
-0.75%
-$1,905.48 
ESGU iShares ESG Aware MSCI USA ETF
-0.73%
-$39,558.48 
QDEC FT Vest Nasdaq-100 Buffer ETF
-0.73%
-$11,496.06 
OEF iShares S&P 100 ETF
-0.73%
-$3,709.21 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.73%
-$76,420.13 
THRO iShares U.S. Thematic Rotation Active ETF
-0.72%
-$27,657.28 
IVV iShares Core S&P 500 ETF
-0.72%
-$81,821.84 
ARCC Ares Capital Corporation
-0.71%
-$3,552.8 
SPY SPDR S&P 500 ETF Trust
-0.71%
-$18,904.25 
EPS WisdomTree U.S. LargeCap Fund
-0.7%
-$68,223.87 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.69%
-$28,202.88 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.69%
-$196,628.67 
SCHX Schwab U.S. Large-Cap ETF
-0.69%
-$30,178.47 
IJR iShares Core S&P Small-Cap ETF
-0.69%
-$3,046.68 
AVSC Avantis U.S. Small Cap Equity ETF
-0.65%
-$3,733.73 
VOO Vanguard S&P 500 ETF
-0.64%
-$35,184.43 
IBM International Business Machines Corporation
-0.61%
-$2,289.43 
MAIN Main Street Capital Corporation
-0.6%
-$2,650.05 
RFEM First Trust RiverFront Dynamic Emerging Markets ETF
-0.6%
-$9,789.18 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.59%
-$1,170.78 
NULV Nuveen ESG Large-Cap Value ETF
-0.59%
-$3,321.28 
MMM 3M Company
-0.59%
-$16,504.55 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.59%
-$9,391.33 
QUAL iShares MSCI USA Quality Factor ETF
-0.58%
-$44,778.42 
ATCL REX Autocallable Income ETF
-0.53%
-$1,893.71 
ACII Innovator Index Autocallable Income ETF
-0.51%
-$2,616.51 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.51%
-$3,751.78 
ECL Ecolab Inc.
-0.51%
-$1,743.42 
AOA iShares Core Aggressive Allocation ETF
-0.49%
-$3,037.44 
BKNG Booking Holdings Inc.
-0.48%
-$8,620.48 
SDVD FT Vest Smid Rising Dividend Fund
-0.47%
-$4,568.13 
LGOV First Trust Long Duration Opportunities ETF
-0.47%
-$3,011.78 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.46%
-$19,446.53 
DMAY FT Vest US Equity Deep Buffer Fund
-0.46%
-$14,014 
DVA DaVita Inc.
-0.45%
-$961.35 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.42%
-$12,860.06 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.41%
-$10,658.66 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.41%
-$10,943.4 
VO Vanguard Mid-Cap ETF
-0.41%
-$37,313.43 
NVDA NVIDIA Corporation
-0.39%
-$34,302.6 
BUFR FT Vestladder Buffer ETF-USD I
-0.38%
-$9,522.44 
VEU Vanguard FTSE All-World ex-US ETF
-0.38%
-$752.92 
GLDM SPDR Gold MiniShares Trust
-0.35%
-$4,126.38 
GLD SPDR Gold Shares
-0.35%
-$1,321.24 
RSP Invesco S&P 500 Equal Weight ETF
-0.35%
-$1,524 
USMV iShares MSCI USA Min Vol Factor ETF
-0.34%
-$3,778.09 
NAPR Innovator Growth 100 Power Buffer Fund
-0.34%
-$805.03 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.34%
-$12,596.92 
BLV Vanguard Long-Term Bond ETF
-0.33%
-$1,929.27 
QUS SPDR MSCI USA StrategicFactors ETF
-0.33%
-$766.55 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.33%
-$979.52 
QDF FlexShares Quality Dividend Index Fund
-0.32%
-$665.84 
SPHY SPDR Portfolio High Yield Bond ETF
-0.31%
-$16,781.94 
COR Cencora, Inc.
-0.3%
-$3,427.92 
IAU iShares Gold Trust
-0.3%
-$3,865.99 
CORO Ishares International Country Rotational Active ETF
-0.29%
-$8,729.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.29%
-$1,744.64 
MS Morgan Stanley
-0.29%
-$544.45 
DHDG FT U.S. Equity Quality 2.5-15 Buffer ETF
-0.28%
-$6,519.7 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.28%
-$6,351.97 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$633.82 
KKR KKR & Co. Inc.
-0.26%
-$633.42 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.26%
-$7,445.1 
BNDX Vanguard Total International Bond ETF
-0.25%
-$1,149.36 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.24%
-$2,355.9 
IEF iShares 7-10 Year Treasury Bond ETF
-0.24%
-$1,052.42 
PTRB PGIM Total Return Bond ETF
-0.24%
-$7,766.35 
MBB iShares MBS ETF
-0.24%
-$3,117.5 
UFEB Innovator U.S. Equity Ultra ETF
-0.23%
-$771.02 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.23%
-$15,528.95 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.23%
-$4,980.5 
RDVY First Trust Rising Dividend Achievers ETF
-0.23%
-$1,466.1 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.23%
-$767.38 
NSC Norfolk Southern Corporation
-0.22%
-$653.75 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.21%
-$685.08 
FTLS First Trust Long/Short Equity ETF
-0.19%
-$2,571.3 
EFG iShares MSCI EAFE Growth ETF
-0.19%
-$5,985.75 
LMUB iShares Long-Term National Muni Bond ETF
-0.19%
-$881.93 
BKDV BNY Mellon Dynamic Value ETF
-0.19%
-$9,161.88 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.19%
-$410.89 
VFLO VictoryShares Free Cash Flow ETF
-0.18%
-$4,012 
BFRZ Innovator Equity Managed 100 Buffer ETF
-0.18%
-$4,030.95 
BND Vanguard Total Bond Market Index Fund
-0.18%
-$392.37 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.17%
-$380.41 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$4,721.76 
ELV Elevance Health, Inc.
-0.17%
-$2,190.32 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.17%
-$1,787.76 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.16%
-$978.66 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.16%
-$319.64 
MUB iShares National Muni Bond ETF
-0.16%
-$4,536.84 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.15%
-$389.48 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.15%
-$588.87 
JCPB JPMorgan Core Plus Bond ETF
-0.14%
-$318.75 
BBJP JPMorgan BetaBuilders Japan Fund
-0.14%
-$696.83 
IAGG iShares International Aggregate Bond Fund
-0.14%
-$1,569.54 
UAPR Innovator U.S. Equity Ultra ETF
-0.14%
-$474.45 
WELL Welltower Inc.
-0.14%
-$1,012.48 
AVUV Avantis U.S. Small Cap Value ETF
-0.13%
-$2,763.57 
ABNB Airbnb, Inc.
-0.13%
-$759.23 
CVS CVS Health Corporation
-0.13%
-$339.36 
FTCB First Trust Core Investment Grade ETF
-0.12%
-$794.25 
FMB First Trust Managed Municipal Fund
-0.12%
-$326.82 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$3,092.56 
BALT Inn Defined Wealth Shield Mutual Fund
-0.11%
-$658.5 
CGMU Capital Group Municipal Income ETF
-0.11%
-$501.3 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$2,135.03 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.11%
-$556.3 
RSSE FT Vest U.S. Equity Equal Weight Buffer ETF - September
-0.1%
-$2,283.12 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.1%
-$1,248.24 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$2,940.91 
MA Mastercard Incorporated
-0.09%
-$1,830.98 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
-0.09%
-$553 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.07%
-$1,047.09 
FDT First Trust Developed Markets ex-US Fund
-0.06%
-$124.36 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.06%
-$496.98 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$346.16 
TJUL Innovator Equity Defined Protection ETF 0725
-0.05%
-$157.76 
JEPI JPMorgan Equity Premium Income Fund
-0.04%
-$474.6 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1,574.84 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$96.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$292.36 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$56.2 
CAT Caterpillar Inc.
-0.01%
-$63.7 
TOUS T. Rowe Price International Equity ETF
-0.01%
-$904.7 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.01%
-$144.44 
BINC iShares Flexible Income Active ETF
-0.01%
-$49.84 
BGLD FT Vest Gold Strategy Quarterly Fund
-0.01%
-$246.01 
YMAR FT VT International Equity Market Fund - Class B
0%
-$4.29 Events
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Dividends
Dividend Analysis
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| Trades 2938 | Longs Won 2016/2938 68% | Profit Factor 6.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $287,205.17 |
| Average Win $86,773.41 | Best Trade (Oct 15) $10.68M | Sharpe Ratio -9.21 |
| Average Loss -$29,989.78 | Worst Trade (Mar 31) -$2.52M | Z-Score 3.78 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 5d | Expectancy $50,130.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,100 | $6.92M | $11.06M | - | $4.14M | 59.88% | +0.724% |
| ABBV AbbVie Inc. | 2,232 | $370,225.38 | $635,628.96 | - | $265,403.58 | 71.69% | +0.487% |
| ABNB Airbnb, Inc. | 3,301 | $432,860.88 | $574,539.05 | - | $141,678.17 | 32.73% | -0.132% |
| ABT Abbott Laboratories | 3,736 | $383,578.38 | $391,570.16 | - | $7,991.78 | 2.08% | +0.124% |
| ACEI Innovator Equity Accelerated Income Strategy ETF | 25,845 | $635,273.31 | $611,234.25 | - | -$24,039.06 | -3.78% | -0.755% |
| ACII Innovator Index Autocallable Income ETF | 20,127 | $512,232 | $510,621.99 | - | -$1,610.01 | -0.31% | -0.51% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 35,880 | $2.51M | $2.67M | - | $156,535.71 | 6.23% | -0.409% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 47,118 | $967,946.93 | $975,813.78 | - | $7,866.85 | 0.81% | -0.241% |
| ADBE Adobe Inc. | 2,209 | $1.05M | $542,905.93 | - | -$502,578.68 | -48.07% | -2.344% |
| ADI Analog Devices, Inc. | 1,709 | $419,493.62 | $692,145 | - | $272,651.38 | 65% | +0.26% |
| ADSK Autodesk, Inc. | 2,064 | $577,382.25 | $494,905.92 | - | -$82,476.33 | -14.28% | -2.194% |
| ADT ADT Inc. | 12,351 | $90,374.91 | $85,098.39 | - | -$5,276.52 | -5.84% | +0.364% |
| AEP American Electric Power Company, Inc. | 2,480 | $228,546.99 | $313,992.8 | - | $85,445.81 | 37.39% | +1.867% |
| AGG iShares Core U.S. Aggregate Bond ETF | 29,511 | $2.9M | $2.81M | - | -$87,656.32 | -3.02% | -0.168% |
| AJUL AJUL | 18,871 | $506,148.38 | $567,640 | - | $61,491.62 | 12.15% | 0.0 |
| AMAT Applied Materials, Inc. | 9,473 | $1.74M | $3.95M | - | $2.21M | 127.19% | -3.002% |
| AMD Advanced Micro Devices, Inc. | 2,058 | $222,477.59 | $1.11M | - | $891,209.11 | 400.58% | -3.749% |
| AMID Argent Mid Cap ETF | 82,266 | $2.87M | $2.97M | - | $100,825.12 | 3.51% | -1.415% |
| AMZN Amazon.com Inc | 34,492 | $6.14M | $8.67M | - | $2.53M | 41.3% | -1.305% |
| AOA iShares Core Aggressive Allocation ETF | 6,328 | $508,874.21 | $613,626.16 | - | $104,751.95 | 20.59% | -0.493% |
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FAQ
Which stocks have generated the highest profits for Chandler te Velde?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Portfolio S&P 500 ETF - $5.61M, iShares MSCI EAFE Value ETF - $4.1M, iShares MSCI USA Quality Factor ETF - $2.61M, Oxford Lane Capital Corp. 7.95% Notes due 2032 - $1.89M, and iShares U.S. Technology ETF - $1.81M. 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: Salesforce Inc - $1.58M, FS KKR Capital Corp - $1.48M, CarMax Inc - $853,782.07, Diageo plc Sponsored ADR - $596,012.66, and Adobe Inc - $587,635.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chandler te Velde's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.67M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $3.8M, iShares MSCI EAFE Value ETF - $1.46M, FT Vest Gold Strategy Quarterly Fund - $1.13M, JPMorgan Nasdaq Equity Premium Income ETF - $1.07M, and Schwab Fundamental International Large Company Index ETF - $581,996.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chandler te Velde's monthly returns?
Chandler te Velde'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 Chandler te Velde's strategy be considered aggressive or moderate?
Chandler te Velde'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 Chandler te Velde's strategy?
Chandler te Velde's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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