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:
53.1%
Gain -0.72%
Monthly
1.34%
Yearly
17.3%
Drawdown
19.75%
$684.02M
Equity
Holdings
$684.02M
Investment
$565.07M
$152.14M
Profit -$3.14M
Realized
$33.18M
Unrealized
$118.95M
Dividends
$25.07M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.72%
Profit
-$3.14M
Win %
71%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$89,712.17
Win %
71%
This Month
Compared to last month
Gain
-0.46%
Profit
-$3.14M
Win %
71%
This Year
Compared to last year
Gain
1.45%
Profit
$10.05M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$1.24M 
DXCM DexCom, Inc.
+11.95%
+$32,476.95 
ETN Eaton Corporation plc
+7.32%
+$160,517.7 
GOOG Alphabet Inc
+6.88%
+$169,426.72 
GOOGL Alphabet Inc
+6.73%
+$691,761.42 
VRT Vertiv Holdings Co
+6.18%
+$9,032.95 
FTNT Fortinet Inc.
+4.99%
+$281,642.9 
META Meta Platforms Inc Class A
+3.28%
+$180,194.47 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$8,617.92 
MSFT Microsoft Corp.
+3.02%
+$394,148.89 
GRAB Grab Holdings Limited
+2.94%
+$1,800 
NVDA NVIDIA Corporation
+2.93%
+$230,433.04 
CVX Chevron Corporation
+2.35%
+$46,845.28 
MRVL Marvell Technology, Inc.
+2.32%
+$5,031.06 
GLW Corning Incorporated
+2.24%
+$2,884.56 
QGRW WisdomTree U.S. Quality Growth Fund
+2.15%
+$4,351.12 
CSCO Cisco Systems, Inc.
+2.14%
+$12,614.13 
PSA Public Storage Common Stock
+2.12%
+$12,801.6 
KEYS Keysight Technologies, Inc.
+2.04%
+$4,012.91 
PANW Palo Alto Networks, Inc.
+1.89%
+$99,740.7 
FIX Comfort Systems USA, Inc.
+1.88%
+$5,127.85 
CRM Salesforce Inc
+1.83%
+$17,069.64 
ORCL Oracle Corporation
+1.81%
+$7,207.2 
ADT ADT Inc.
+1.73%
+$1,605.63 
KMI Kinder Morgan, Inc.
+1.64%
+$4,928.04 
HPE Hewlett Packard Enterprise Company
+1.61%
+$6,236.56 
VZ Verizon Communications Inc.
+1.52%
+$6,846.7 
LMT Lockheed Martin Corporation
+1.5%
+$28,755.16 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$47,705.04 
MPLX MPLX LP
+1.46%
+$6,734.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$132,821.76 
GE General Electric Company
+1.42%
+$45,647.23 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$10,667.2 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$20,592.69 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$5,241.15 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$3,407.1 
CMCSA Comcast Corp
+1.23%
+$3,022.67 
COP ConocoPhillips
+1.22%
+$21,942.87 
RFEM First Trust RiverFront Dynamic Emerging Markets ETF
+1.21%
+$18,874.17 
WFC Wells Fargo & Company
+1.19%
+$4,923.54 
AMAT Applied Materials, Inc.
+1.18%
+$55,890.89 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$108,918.81 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$10,812.14 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$3,891.2 
ILDR First Trust Innovation Leaders ETF
+1.11%
+$44,331.6 
VUG Vanguard Growth ETF
+1.1%
+$21,775.02 
VEEV Veeva Systems Inc.
+1.1%
+$2,628.48 
XUSP Innovator Uncapped Accelerated US Equity Fund
+1.1%
+$3,687.12 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$35,191.04 
SCI Service Corporation International
+1.05%
+$10,685.7 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$5,363.64 
ADBE Adobe Inc.
+1.01%
+$5,544.61 
XLE Energy Select Sector SPDR Fund
+1%
+$2,771.82 
OEF iShares S&P 100 ETF
+0.95%
+$4,567.19 
AMID Argent Mid Cap ETF
+0.94%
+$27,312.31 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$4,503.33 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$12,037.67 
BKDV BNY Mellon Dynamic Value ETF
+0.92%
+$43,694.88 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$32,843.02 
SCHW Charles Schwab Corporation
+0.87%
+$20,353.97 
MGC Vanguard Mega Cap ETF
+0.87%
+$3,049.1 
IBM International Business Machines Corporation
+0.86%
+$3,057.88 
PWB Invesco Large Cap Growth ETF
+0.86%
+$10,305.1 
MCD McDonald's Corporation
+0.82%
+$2,384.81 
EMR Emerson Electric Co.
+0.79%
+$11,604.22 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$80,203.31 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,736.49 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$22,084.53 
SHLD Global X Defense Tech ETF
+0.77%
+$15,432 
TSLA Tesla, Inc.
+0.76%
+$22,344.29 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,588.12 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$6,957.8 
ISPY ProShares S&P High Income ETF
+0.73%
+$1,852.55 
IQQQ ProShares Nasdaq-100 High Income ETF
+0.73%
+$2,823.21 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$64,620.85 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$18,455.14 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.72%
+$2,986.19 
VOO Vanguard S&P 500 ETF
+0.71%
+$37,747.93 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$36,686.98 
CAT Caterpillar Inc.
+0.7%
+$3,282.92 
GSUS Goldman Sachs MarketBeta U.S.
+0.69%
+$19,577.62 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$55,895.28 
IVV iShares Core S&P 500 ETF
+0.69%
+$75,207.68 
XDQQ Innovator Growth 100 Accelerated ETF
+0.69%
+$2,213.64 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,092.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$184,144.31 
QTUM Defiance Quantum ETF
+0.67%
+$1,137.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$7,179.48 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$27,304.33 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$28,603.94 
ATCL REX Autocallable Income ETF
+0.61%
+$2,185.05 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$1,959.66 
ET Energy Transfer L.P.
+0.59%
+$5,425.08 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.58%
+$14,649.99 
FHDG First Trust Exchange-Traded Fund IV - First Trust Horizon Managed Volatility Domestic ETF
+0.58%
+$7,484.19 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$10,044.18 
MO Altria Group, Inc.
+0.57%
+$9,088.56 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$30,500.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,097.42 
DVA DaVita Inc.
+0.52%
+$1,391.13 
QDEC FT Vest Nasdaq-100 Buffer ETF
+0.52%
+$7,664.04 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$2,921.6 
BFRZ Innovator Equity Managed 100 Buffer ETF
+0.47%
+$10,238.61 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,589.19 
NSC Norfolk Southern Corporation
+0.46%
+$1,407.42 
IYW iShares U.S. Technology ETF
+0.46%
+$9,514.65 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.45%
+$13,424.65 
KKR KKR & Co. Inc.
+0.45%
+$1,239.3 
DBC Invesco DB Commodity Index Tracking Fund
+0.44%
+$2,525.51 
DHDG FT U.S. Equity Quality 2.5-15 Buffer ETF
+0.44%
+$9,908.08 
RKLB Rocket Lab Corporation
+0.42%
+$4,560.84 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$9,850.8 
PFE Pfizer Inc.
+0.4%
+$985.5 
DMAY FT Vest US Equity Deep Buffer Fund
+0.4%
+$11,975.54 
RTX RTX Corporation
+0.39%
+$1,108.8 
UFEB Innovator U.S. Equity Ultra ETF
+0.37%
+$1,196.97 
AVGO Broadcom Inc.
+0.37%
+$21,749.76 
PG Procter & Gamble Co
+0.37%
+$5,396.99 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$18,302.4 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$5,670.24 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$2,362.02 
BAC Bank of America Corporation
+0.36%
+$2,899.82 
NAPR Innovator Growth 100 Power Buffer Fund
+0.34%
+$789.33 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$2,394.72 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$3,606.96 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$1,764.43 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$740.29 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$830.88 
GD General Dynamics Corporation
+0.32%
+$1,224.88 
SQMX FT Cboe Vest U.S. Equity Buffer ETF - Quarterly Series August
+0.32%
+$11,888.63 
MRK Merck & Co., Inc.
+0.32%
+$741.3 
FTGS First Trust Growth Strength ETF
+0.31%
+$4,285.08 
SMH VanEck Semiconductor ETF
+0.3%
+$1,895.7 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$1,835.12 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$12,162.65 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$6,351.97 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,417.8 
UAPR Innovator U.S. Equity Ultra ETF
+0.27%
+$901.46 
JPM JPMorgan Chase & Co.
+0.27%
+$13,377.14 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$2,355.96 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$4,814.4 
JANM FT Vest US Equity Maximum Buffer ETF - January
+0.24%
+$5,737.56 
SO The Southern Company
+0.21%
+$3,217.8 
RSSE FT Vest U.S. Equity Equal Weight Buffer ETF - September
+0.21%
+$4,474.93 
JNJ Johnson & Johnson
+0.21%
+$8,868.49 
ADI Analog Devices, Inc.
+0.2%
+$1,264.64 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$13,673.14 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$637.58 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$959.88 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$987.72 
MS Morgan Stanley
+0.17%
+$376.92 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$576.75 
CB Chubb Limited
+0.15%
+$374.71 
APRH Innovative Premium Income Fund April Series
+0.14%
+$526.5 
DELL Dell Technologies Inc.
+0.14%
+$646.8 
SDVD FT Vest Smid Rising Dividend Fund
+0.13%
+$1,305.18 
APRJ Innovator Premium Income 30 Barrier ETF - April Series
+0.12%
+$375.12 
MMM 3M Company
+0.12%
+$3,573.03 
NPFI Nuveen Preferred and Income ETF
+0.12%
+$3,311.16 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$4,498.9 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$692.32 
RSDE FT Vest U.S. Equity Equal Weight Buffer ETF - December
+0.11%
+$3,354 
BDX Becton, Dickinson and Company
+0.1%
+$286.28 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$3,327.66 
C Citigroup Inc.
+0.1%
+$193.95 
WM Waste Management, Inc.
+0.1%
+$497.86 
FSK FS KKR Capital Corp.
+0.1%
+$1,499.93 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$985.59 
WMT Walmart Inc.
+0.09%
+$679.11 
ABT Abbott Laboratories
+0.09%
+$336.24 
SOXX iShares Semiconductor ETF
+0.07%
+$123.84 
AEP American Electric Power Company, Inc.
+0.06%
+$173.6 
TJUL Innovator Equity Defined Protection ETF 0725
+0.05%
+$158.82 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.05%
+$89.61 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$2,397.42 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$985.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$689.6 
DIS The Walt Disney Company
+0.03%
+$228.87 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$1,181.58 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$22.48 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 QMMY
QMMY
0%
$0 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
0%
$0 AJUL
AJUL
0%
$0 OCTM
OCTM
0%
$0 QCOC
QCOC
0%
$0 TDEC
TDEC
0%
$0 DLFE
DLFE
0%
$0 
RBLX Roblox Corporation
-26.85%
-$104,899.82 
RDDT Reddit Inc Class A
-20.99%
-$36,062.04 
AAPL Apple Inc.
-7.35%
-$787,092 
SYK Stryker Corporation
-6.42%
-$153,431.11 
LIN Linde plc
-5.95%
-$55,678.42 
MU Micron Technology, Inc.
-5.9%
-$20,858.5 
SHOP Shopify Inc.
-4.29%
-$10,311 
IBRX ImmunityBio, Inc.
-3.76%
-$4,030.88 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$13,150.8 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$19,744.81 
IBIT iShares Bitcoin Trust
-2.89%
-$8,007.24 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$8,146.8 
EQIX Equinix, Inc.
-2.7%
-$17,345.5 
QCOM QUALCOMM Incorporated
-2.63%
-$15,229.87 
ABBV AbbVie Inc.
-2.51%
-$14,441.04 
ICE Intercontinental Exchange, Inc.
-2.42%
-$7,792.24 
NFLX Netflix, Inc.
-2%
-$12,350.14 
AMD Advanced Micro Devices, Inc.
-1.9%
-$19,015.96 
APD Air Products and Chemicals, Inc.
-1.77%
-$7,460.55 
UNH UnitedHealth Group Incorporated
-1.68%
-$85,575.4 
LRCX Lam Research Corporation
-1.58%
-$2,754.21 
GLD SPDR Gold Shares
-1.49%
-$5,541.31 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$16,926.56 
IAU iShares Gold Trust
-1.46%
-$18,589.63 
NVS Novartis AG Sponsored ADR
-1.45%
-$4,799.86 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$4,600.19 
BFJL FT Vest Bitcoin Strategy Floor15 ETF - July
-1.29%
-$26,318.88 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$2,419.95 
IQV IQVIA Holdings Inc.
-1.17%
-$18,182.19 
NEE NextEra Energy, Inc.
-1.15%
-$14,304.63 
DE Deere & Company
-1.13%
-$6,752.39 
LOW Lowe's Companies Inc.
-1.08%
-$3,786.36 
MCK McKesson Corporation
-1.08%
-$2,945.12 
IDHQ Invesco S&P International Developed Quality ETF
-1.04%
-$3,604.56 
BBJP JPMorgan BetaBuilders Japan Fund
-1.02%
-$4,877.95 
INTC Intel Corporation
-1.02%
-$1,385.7 
KO The Coca-Cola Company
-1.02%
-$16,926.3 
BFOC FT Vest Bitcoin Strategy Floor15 ETF - October
-1.01%
-$57,130.83 
XOM Exxon Mobil Corporation
-0.97%
-$23,601.78 
BKCI BNY Mellon ETF Trust BNY Mellon Concentrated International ETF
-0.95%
-$2,826.64 
MAS Masco Corporation
-0.87%
-$3,246.39 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$3,104.2 
MGNR American Beacon GLG Natural Resources ETF
-0.83%
-$16,038.38 
FDT First Trust Developed Markets ex-US Fund
-0.76%
-$1,560.09 
PYPL PayPal Holdings Inc
-0.76%
-$3,761.56 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$24,203.25 
CVS CVS Health Corporation
-0.75%
-$2,234.12 
BBCA JPMorgan BetaBuilders Canada ETF
-0.75%
-$3,202.43 
MA Mastercard Incorporated
-0.74%
-$14,148.26 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$1,543.74 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$5,963.74 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$30,672.6 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$20,785 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$2,081.48 
EWC iShares MSCI Canada ETF
-0.67%
-$3,926 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$1,584.55 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$1,552.29 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$6,870.4 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$8,811.19 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$7,871.22 
LGOV First Trust Long Duration Opportunities ETF
-0.62%
-$4,121.39 
PM Philip Morris International Inc.
-0.61%
-$4,709.34 
ECL Ecolab Inc.
-0.61%
-$2,028.06 
PTRB PGIM Total Return Bond ETF
-0.61%
-$20,437.75 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$213,648.5 
TOUS T. Rowe Price International Equity ETF
-0.58%
-$41,073.38 
SBUX Starbucks Corporation
-0.57%
-$3,334.8 
LSAF LeaderShares AlphaFactor US Core Equity ETF
-0.55%
-$1,827.59 
LLY Eli Lilly and Company
-0.53%
-$37,552.38 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$60,482.51 
FRI First Trust S&P REIT Index Fund
-0.52%
-$5,741.07 
WELL Welltower Inc.
-0.51%
-$3,765.16 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$7,646.5 
IWM iShares Russell 2000 ETF
-0.47%
-$1,235.7 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$2,847.97 
TSLX Sixth Street Specialty Lending Inc.
-0.46%
-$1,487.76 
PEP PepsiCo, Inc.
-0.46%
-$1,340.8 
CGMU Capital Group Municipal Income ETF
-0.44%
-$2,005.2 
VGK Vanguard FTSE Europe ETF
-0.44%
-$2,580.8 
ACII Innovator Index Autocallable Income ETF
-0.43%
-$2,213.97 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,210.31 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$9,462.76 
HD The Home Depot, Inc.
-0.42%
-$3,753.05 
MBB iShares MBS ETF
-0.4%
-$5,365 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-0.38%
-$1,242.02 
VGT Vanguard Information Technology ETF
-0.38%
-$5,267.93 
AXP American Express Company
-0.38%
-$1,671.31 
MDT Medtronic plc
-0.37%
-$1,352 
ARCC Ares Capital Corporation
-0.37%
-$1,842.19 
ABNB Airbnb, Inc.
-0.37%
-$1,848.57 
TMUS T-Mobile US, Inc.
-0.36%
-$4,129.58 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.35%
-$2,084.75 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.34%
-$1,504.58 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$2,223.9 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$9,711 
ADSK Autodesk, Inc.
-0.33%
-$1,589.28 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
-0.32%
-$2,054 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$5,978.07 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$3,942.66 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$5,106.42 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$12,663.04 
COR Cencora, Inc.
-0.28%
-$2,947.71 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,272.7 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$8,823.18 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$4,940.28 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$596.41 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$7,377.75 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.24%
-$3,490.3 
COST Costco Wholesale Corporation
-0.24%
-$1,078.43 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$539.44 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,053.58 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$5,879.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$1,304.88 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$437.04 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$4,280.21 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$5,632.21 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$483.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,281.78 
KR Kroger Co.
-0.21%
-$3,523.44 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$399.55 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$660 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$456.48 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$18,886.53 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,445.31 
BKNG Booking Holdings Inc.
-0.18%
-$3,710.3 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$612.68 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$4,664.4 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$751.85 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$984.72 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$2,184.42 
BIZD VanEck BDC Income ETF
-0.16%
-$7,738.7 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,793.76 
QDF FlexShares Quality Dividend Index Fund
-0.15%
-$321.44 
BGLD FT Vest Gold Strategy Quarterly Fund
-0.15%
-$6,833.52 
ELV Elevance Health, Inc.
-0.15%
-$1,727.57 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,650.24 
YMAR FT VT International Equity Market Fund - Class B
-0.14%
-$901.93 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$7,862.76 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.11%
-$3,456.9 
MUB iShares National Muni Bond ETF
-0.11%
-$3,299.52 
XLF Financial Select Sector SPDR Fund
-0.1%
-$395.34 
LMUB iShares Long-Term National Muni Bond ETF
-0.1%
-$491.05 
SFEB FT Vest US SC MB ETF-USD Inc.
-0.1%
-$2,541.99 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$942.36 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$1,444.8 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$336.5 
FMB First Trust Managed Municipal Fund
-0.08%
-$217.88 
BINC iShares Flexible Income Active ETF
-0.08%
-$398.67 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$232.14 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$154.05 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$630.6 
MAIN Main Street Capital Corporation
-0.06%
-$244.62 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.05%
-$278.15 
VO Vanguard Mid-Cap ETF
-0.05%
-$4,522.84 
ACEI Innovator Equity Accelerated Income Strategy ETF
-0.04%
-$258.45 
NSCI Nuveen Securitized Income ETF
-0.04%
-$1,151.19 
V Visa Inc. Class A
-0.04%
-$2,067.65 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1,574.84 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$128.93 
UBER Uber Technologies, Inc.
-0.01%
-$237.02 Events
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Dividends
Dividend Analysis
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| Trades 2938 | Longs Won 2046/2938 69% | Profit Factor 7.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $282,448.94 |
| Average Win $86,359.7 | Best Trade (Aug 14) $10.98M | Sharpe Ratio -9.21 |
| Average Loss -$27,530.12 | Worst Trade (Mar 31) -$2.52M | Z-Score 6.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 1d | Expectancy $51,781.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,100 | $6.92M | $9.92M | - | $3M | 43.37% | -7.354% |
| ABBV AbbVie Inc. | 2,232 | $370,225.38 | $560,098.08 | - | $189,872.7 | 51.29% | -2.513% |
| ABNB Airbnb, Inc. | 3,301 | $432,860.88 | $500,167.52 | - | $67,306.64 | 15.55% | -0.368% |
| ABT Abbott Laboratories | 3,736 | $383,578.38 | $394,895.2 | - | $11,316.82 | 2.95% | +0.085% |
| ACEI Innovator Equity Accelerated Income Strategy ETF | 25,845 | $635,273.31 | $588,749.1 | - | -$46,524.21 | -7.32% | -0.044% |
| ACII Innovator Index Autocallable Income ETF | 20,127 | $512,232 | $511,024.53 | - | -$1,207.47 | -0.24% | -0.431% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 35,880 | $2.51M | $2.7M | - | $189,365.91 | 7.54% | -0.172% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 47,118 | $967,946.93 | $974,871.42 | - | $6,924.49 | 0.72% | -0.097% |
| ADBE Adobe Inc. | 2,209 | $1.05M | $553,155.69 | - | -$492,328.92 | -47.09% | +1.013% |
| ADI Analog Devices, Inc. | 1,709 | $419,493.62 | $627,903.69 | - | $208,410.07 | 49.68% | +0.202% |
| ADSK Autodesk, Inc. | 2,064 | $577,382.25 | $483,388.8 | - | -$93,993.45 | -16.28% | -0.328% |
| ADT ADT Inc. | 12,351 | $90,374.91 | $94,361.64 | - | $3,986.73 | 4.41% | +1.731% |
| AEP American Electric Power Company, Inc. | 2,480 | $228,546.99 | $317,068 | - | $88,521.01 | 38.73% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 29,511 | $2.9M | $2.87M | - | -$25,093 | -0.87% | -0.256% |
| AJUL AJUL | 18,871 | $506,148.38 | $506,120.09 | - | -$28.29 | -0.01% | 0.0 |
| AMAT Applied Materials, Inc. | 9,473 | $1.74M | $4.81M | - | $3.07M | 176.52% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,058 | $222,477.59 | $979,916.68 | - | $757,439.09 | 340.46% | -1.904% |
| AMID Argent Mid Cap ETF | 82,266 | $2.87M | $2.95M | - | $75,322.66 | 2.62% | +0.935% |
| AMZN Amazon.com Inc | 34,492 | $6.14M | $9.37M | - | $3.23M | 52.62% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 6,328 | $508,874.21 | $612,234 | - | $103,359.79 | 20.31% | +0.301% |
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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 - $5.54M, iShares MSCI EAFE Value ETF - $4.1M, iShares MSCI USA Quality Factor ETF - $2.59M, 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 - $1.59M, FS KKR Capital Corp - $1.55M, 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 $25.07M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $3.73M, iShares MSCI EAFE Value ETF - $1.46M, FT Vest Gold Strategy Quarterly Fund - $1.13M, JPMorgan Nasdaq Equity Premium Income ETF - $1M, 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.
