CM
Chelsea Michels Portfolio
Invests via Michels Family Financial LLC | Managed by Chelsea Michels, Chad Notgrass
Invests via Michels Family Financial LLC
Managed by Chelsea Michels, Chad Notgrass
Automatically Tracked
Consumer-growth investor and operator focused on early-stage fintech and consumer brands. Chelsea Michels advises founders on go-to-market, user acquisition, retention and monetization while helping shape product and brand strategy. Active in seed and pre-seed rounds, she leverages startup marketing and growth experience to de-risk early commercialization.
Consumer-growth investor and operator focused on early-stage fintech and consumer brands. Chelsea Michels advises founders on go-to-market, user acquisition, retention and monetization while helping shape product and brand strategy. Active in seed and pre-seed rounds, she leverages startup marketing and growth experience to de-risk early commercialization.
Investment Philosophy & Strategy
Specializes in early-stage consumer and fintech opportunities, deploying founder-friendly seed and pre-seed capital alongside hands-on growth support. Prioritizes companies with defensible unit economics, early retention signals and scalable user-acquisition channels, using marketing-led GTM playbooks to de-risk commercialization. Allocates small initial checks with selective follow-on reserves, favoring operator-led teams able to iterate quickly. Investment decisions are metric-driven, focused on short-cycle validation toward product-market fit and capital-efficient scaling.
Specializes in early-stage consumer and fintech opportunities, deploying founder-friendly seed and pre-seed capital alongside hands-on growth support. Prioritizes companies with defensible unit economics, early retention signals and scalable user-acquisition channels, using marketing-led GTM playbooks to de-risk commercialization. Allocates small initial checks with selective follow-on reserves, favoring operator-led teams able to iterate quickly. Investment decisions are metric-driven, focused on short-cycle validation toward product-market fit and capital-efficient scaling.
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:
1.16%
Gain
Monthly
0.06%
Yearly
0.75%
Drawdown
21.35%
$152.05M
Equity
Holdings
$152.05M
Investment
$123.69M
$29.62M
Profit -$486,692.12
Realized
$1.26M
Unrealized
$28.36M
Dividends
$4.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$486,692.12
Win %
84%
This Week
Compared To Last Week
Gain
0.32%
Profit
$488,201.53
Win %
84%
This Month
Compared to last month
Gain
0.75%
Profit
$1.13M
Win %
84%
This Year
Compared to last year
Gain
9.64%
Profit
$13.37M
Win %
83%
JAZZ Jazz Pharmaceuticals plc
+2.66%
+$10,186.29 
CSCO Cisco Systems, Inc.
+2.24%
+$38,897.52 
BMY Bristol-Myers Squibb Company
+2.15%
+$14,193.4 
MO Altria Group, Inc.
+1.82%
+$24,920.21 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$10,983.46 
LMT Lockheed Martin Corporation
+1.69%
+$3,984.12 
MPC Marathon Petroleum Corporation
+1.66%
+$8,839.18 
OVV Ovintiv Inc.
+1.58%
+$4,272 
XOM Exxon Mobil Corporation
+1.55%
+$68,426.32 
CVX Chevron Corporation
+1.53%
+$31,485.19 
VLO Valero Energy Corporation
+1.53%
+$10,400.94 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.44%
+$18,359.55 
T AT&T Inc.
+1.41%
+$3,196.41 
CVS CVS Health Corporation
+1.36%
+$19,904.87 
WFC Wells Fargo & Company
+1.33%
+$4,844.52 
ABBV AbbVie Inc.
+1.33%
+$8,397.03 
DVN Devon Energy Corporation
+1.31%
+$5,456.2 
VZ Verizon Communications Inc.
+1.31%
+$10,391.98 
PM Philip Morris International Inc.
+1.11%
+$3,629.02 
EIX Edison International
+1.11%
+$13,458.53 
WMT Walmart Inc.
+1.08%
+$7,765.49 
PH Parker-Hannifin Corporation
+0.96%
+$7,996.68 
SPG Simon Property Group, Inc.
+0.91%
+$8,661.05 
NVS Novartis AG Sponsored ADR
+0.87%
+$4,444.86 
F Ford Motor Company
+0.87%
+$12,982.28 
GPS Gap Inc-The
+0.74%
+$1,337.1 
WSM Williams-Sonoma, Inc.
+0.68%
+$6,391.66 
ET Energy Transfer L.P.
+0.67%
+$2,925.86 
PG Procter & Gamble Co
+0.66%
+$1,904.47 
EPM Evolution Petroleum Corporation
+0.66%
+$309.48 
XRAY Dentsply Sirona Inc.
+0.65%
+$2,695.52 
UNH UnitedHealth Group Incorporated
+0.57%
+$4,557.67 
JPM JPMorgan Chase & Co.
+0.44%
+$1,027.91 
VTV Vanguard Value ETF
+0.42%
+$7,575.28 
SCHD Schwab U.S. Dividend Equity ETF
+0.41%
+$34,980.9 
VOE Vanguard Mid-Cap Value ETF
+0.38%
+$9,402.3 
IDV iShares International Select Dividend ETF
+0.37%
+$2,325.76 
EPD Enterprise Products Partners L.P.
+0.37%
+$768.18 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.37%
+$3,753.54 
MDT Medtronic plc
+0.26%
+$1,637.24 
BMRN Biomarin Pharmaceutical Inc.
+0.25%
+$610.2 
AGG iShares Core U.S. Aggregate Bond ETF
+0.21%
+$6,474.52 
DGRO iShares Core Dividend Growth ETF
+0.2%
+$1,407.24 
BND Vanguard Total Bond Market Index Fund
+0.18%
+$5,082.61 
RWL Invesco S&P 500 Revenue ETF
+0.14%
+$559.17 
IVE ISHARES S&P 500 VALUE ETF
+0.12%
+$1,435.32 
AMP Ameriprise Financial, Inc.
+0.09%
+$251 
NEAR iShares Short Maturity Bond ETF
+0.09%
+$1,044.01 
FLXR TCW Flexible Income ETF
+0.06%
+$174.2 
BBY Best Buy Co., Inc.
+0.06%
+$387 
IWD iShares Russell 1000 Value ETF
+0.04%
+$341.37 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$444.54 
VTWG Vanguard Russell 2000 Growth ETF
+0.02%
+$142.09 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
JTAI Jet.AI Inc.
-9.37%
-$12.75 
META Meta Platforms Inc Class A
-4.6%
-$86,541.43 
STRL Sterling Infrastructure, Inc.
-4.16%
-$17,375.19 
APP AppLovin Corporation Class A Common Stock
-3.83%
-$13,877.78 
CLS Celestica Inc.
-2.89%
-$12,288.42 
TSLA Tesla, Inc.
-2.86%
-$30,688 
EWX SPDR S&P Emerging Markets Small Cap ETF
-2.62%
-$36,402.45 
ASC Ardmore Shipping Corporation
-2.6%
-$11,659.58 
GSK GSK plc Sponsored ADR
-2.43%
-$15,502.08 
MSFT Microsoft Corp.
-2.36%
-$29,887.29 
FISV Fiserv, Inc.
-2.19%
-$5,039.4 
GOOGL Alphabet Inc
-2.1%
-$36,956.82 
NVDA NVIDIA Corporation
-2.01%
-$29,635.84 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$12,754.46 
PLTR Palantir Technologies Inc.
-1.82%
-$3,513.16 
V Visa Inc. Class A
-1.78%
-$16,114.69 
WU Western Union Co.
-1.62%
-$5,600.88 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-1.6%
-$32,357.74 
ELV Elevance Health, Inc.
-1.58%
-$14,254.13 
IYW iShares U.S. Technology ETF
-1.58%
-$11,329.14 
VUG Vanguard Growth ETF
-1.52%
-$21,697.5 
FFIN First Financial Bankshares Inc.
-1.41%
-$3,862.31 
VONG Vanguard Russell 1000 Growth Fund
-1.38%
-$58,581.48 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$59,977.01 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.31%
-$35,841.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.31%
-$4,168.76 
GPN Global Payments Inc.
-1.27%
-$4,577.76 
XLK State Street Technology Select Sector SPDR ETF
-1.25%
-$4,488.51 
FIS Fidelity National Information Services, Inc.
-1.22%
-$2,903.68 
HAS Hasbro Inc.
-1.13%
-$2,378.94 
ZION Zions Bancorporation, National Association
-1.1%
-$9,391.93 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.08%
-$2,649.6 
AVGO Broadcom Inc.
-1.04%
-$3,076.84 
IXUS iShares Core International Stock ETF
-0.98%
-$9,326.04 
C Citigroup Inc.
-0.96%
-$16,808.45 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.94%
-$5,064.5 
ADBE Adobe Inc.
-0.87%
-$6,508.19 
NJUL Innovator Growth 100 Power Buffer ETF
-0.87%
-$4,495.26 
OEF iShares S&P 100 ETF
-0.85%
-$3,962.7 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$2,139.75 
WFRD Weatherford International plc
-0.75%
-$4,119.44 
IWL iShares Russell Top 200 ETF
-0.74%
-$3,209.88 
TPR Tapestry Inc.
-0.74%
-$12,416.28 
SLB Schlumberger Limited
-0.73%
-$5,186.04 
PSA Public Storage Common Stock
-0.71%
-$7,851.69 
EFA iShares MSCI EAFE ETF
-0.71%
-$12,320.07 
NKE Nike, Inc. - Class B
-0.71%
-$2,419.83 
SCHX Schwab U.S. Large-Cap ETF
-0.69%
-$9,265.18 
VOO Vanguard S&P 500 ETF
-0.69%
-$20,985.5 
IVV iShares Core S&P 500 ETF
-0.69%
-$32,913 
SCHB Schwab U.S. Broad Market ETF
-0.67%
-$2,280.91 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.67%
-$1,764.1 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$65,863.71 
PVH PVH Corp.
-0.65%
-$7,749.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$4,037.49 
VONE Vanguard Russell 1000 ETF
-0.63%
-$5,400.07 
VBK Vanguard Small-Cap Growth ETF
-0.59%
-$10,705.15 
VOT Vanguard Mid-Cap Growth ETF
-0.48%
-$6,971.7 
BTI British American Tobacco p.l.c. ADR
-0.43%
-$4,616.46 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.42%
-$3,259.03 
VXF Vanguard Extended Market ETF
-0.37%
-$2,010.8 
RDVY First Trust Rising Dividend Achievers ETF
-0.35%
-$3,852.91 
VB Vanguard Small-Cap ETF
-0.35%
-$874.6 
BUFR FT Vestladder Buffer ETF-USD I
-0.34%
-$2,737.5 
VTWV Vanguard Russell 2000 Value Index Fund
-0.34%
-$2,877.45 
EQWL Invesco S&P 100 Equal Weight ETF
-0.33%
-$2,562.59 
EFV iShares MSCI EAFE Value ETF
-0.32%
-$1,867.11 
BUD Anheuser-Busch InBev S.A. ADR
-0.32%
-$2,219.88 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.31%
-$944.33 
NOCT Innovator Growth-100 Power Buffer ETF
-0.28%
-$666.58 
SCHA Schwab U.S. Small-Cap ETF
-0.26%
-$1,455.03 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.26%
-$1,021.2 
BDX Becton, Dickinson and Company
-0.22%
-$1,583.55 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.18%
-$684 
DGT SPDR Global Dow ETF
-0.18%
-$1,126.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$2,969.22 
WBD Warner Bros. Discovery, Inc.
-0.13%
-$1,127.56 
CMCSA Comcast Corp
-0.12%
-$713.76 
AMZN Amazon.com Inc
-0.1%
-$1,473.68 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-0.1%
-$707.74 
AAPL Apple Inc.
-0.07%
-$1,232.01 
BXP Boston Properties, Inc.
-0.04%
-$230.88 
KSS Kohl's Corporation
-0.03%
-$51.73 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.02%
-$426.95 Events
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Dividends
Dividend Analysis
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| Trades 757 | Longs Won 603/757 79% | Profit Factor 12.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $142,535.04 |
| Average Win $53,539.37 | Best Trade (Jul 10) $1.77M | Sharpe Ratio -11.93 |
| Average Loss -$17,279.43 | Worst Trade (Jul 14) -$471,822.74 | Z-Score 25.06 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $39,132.37 |
| 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 | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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