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:
30.11%
Gain -0.24%
Monthly
1.32%
Yearly
17.12%
Drawdown
15.69%
$159.55M
Equity
Holdings
$159.55M
Investment
$127.72M
$32.26M
Profit -$280,615.97
Realized
$427,632.63
Unrealized
$31.83M
Dividends
$4.54M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$280,615.97
Win %
81%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$280,615.97
Win %
81%
This Month
Compared to last month
Gain
1.58%
Profit
$2.48M
Win %
81%
This Year
Compared to last year
Gain
1.96%
Profit
$3.11M
Win %
80%
SNDK SanDisk Corporation
+7.39%
+$11,526 
STRL Sterling Infrastructure, Inc.
+4.22%
+$16,090.81 
F Ford Motor Company
+3.46%
+$50,376 
DVN Devon Energy Corporation
+3.29%
+$13,340.02 
SLB Schlumberger Limited
+3.29%
+$25,496.09 
WFRD Weatherford International plc
+2.92%
+$18,207 
DKNG DraftKings Inc.
+2.83%
+$12,446.64 
EPD Enterprise Products Partners L.P.
+2.31%
+$4,858.48 
MU Micron Technology, Inc.
+2.3%
+$12,617.71 
CVS CVS Health Corporation
+2.28%
+$30,577.47 
LMT Lockheed Martin Corporation
+1.78%
+$4,502.73 
ASC Ardmore Shipping Corporation
+1.73%
+$8,412.3 
VISN Vistance Networks, Inc.
+1.59%
+$1,940.94 
ET Energy Transfer L.P.
+1.4%
+$6,361.13 
T AT&T Inc.
+1.26%
+$3,115.5 
BBY Best Buy Co., Inc.
+1.25%
+$8,438.02 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.23%
+$16,212.8 
CVX Chevron Corporation
+1.16%
+$25,799.1 
OVV Ovintiv Inc.
+1.14%
+$3,422.2 
EIX Edison International
+1.03%
+$11,534 
PVH PVH Corp.
+0.99%
+$11,623.5 
MO Altria Group, Inc.
+0.95%
+$11,527 
XOM Exxon Mobil Corporation
+0.94%
+$45,211.37 
APP AppLovin Corporation Class A Common Stock
+0.89%
+$2,692.43 
SCHA Schwab U.S. Small-Cap ETF
+0.88%
+$5,025.1 
WBD Warner Bros. Discovery, Inc.
+0.86%
+$7,841.04 
POR Portland General Electric Company
+0.85%
+$3,767.23 
ZION Zions Bancorporation, National Association
+0.82%
+$6,929.55 
TTMI TTM Technologies, Inc.
+0.81%
+$1,444.8 
WFC Wells Fargo & Company
+0.81%
+$2,972.77 
BDX Becton, Dickinson and Company
+0.79%
+$7,969.33 
PM Philip Morris International Inc.
+0.78%
+$2,563.36 
MDT Medtronic plc
+0.76%
+$6,145.83 
VTWG Vanguard Russell 2000 Growth ETF
+0.74%
+$5,816.98 
IDV iShares International Select Dividend ETF
+0.7%
+$4,564.44 
TSLA Tesla, Inc.
+0.68%
+$6,770.61 
UNH UnitedHealth Group Incorporated
+0.67%
+$4,611.11 
VZ Verizon Communications Inc.
+0.54%
+$4,736.16 
ELV Elevance Health, Inc.
+0.53%
+$5,067.32 
TPR Tapestry Inc.
+0.46%
+$6,880.58 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.45%
+$1,401.4 
GM General Motors Company
+0.44%
+$1,071.98 
C Citigroup Inc.
+0.43%
+$7,822.2 
FFIN First Financial Bankshares Inc.
+0.43%
+$1,130.4 
VOE Vanguard Mid-Cap Value ETF
+0.33%
+$8,738.73 
VTWV Vanguard Russell 2000 Value Index Fund
+0.27%
+$2,319.84 
EPM Evolution Petroleum Corporation
+0.27%
+$124.58 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$5,153.94 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$23,881.05 
VO Vanguard Mid-Cap ETF
+0.26%
+$903.32 
VB Vanguard Small-Cap ETF
+0.24%
+$622.5 
VXF Vanguard Extended Market ETF
+0.23%
+$1,328.21 
AAPL Apple Inc.
+0.22%
+$3,982.48 
VTV Vanguard Value ETF
+0.2%
+$3,740.15 
PG Procter & Gamble Co
+0.2%
+$535.07 
RWL Invesco S&P 500 Revenue ETF
+0.19%
+$749.81 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$3,021.74 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.15%
+$384.79 
VBK Vanguard Small-Cap Growth ETF
+0.15%
+$2,881.44 
XRAY Dentsply Sirona Inc.
+0.09%
+$330.28 
EFV iShares MSCI EAFE Value ETF
+0.07%
+$423.9 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.07%
+$266.4 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.06%
+$1,273.14 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$363.24 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$419.37 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.02%
+$46.25 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$226.51 
CMCSA Comcast Corp
0%
$0 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 G200
G2004J103
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$22,222.87 
ORCL Oracle Corporation
-3.65%
-$11,126.4 
CLS Celestica Inc.
-3.62%
-$19,574.5 
PLTR Palantir Technologies Inc.
-2.78%
-$9,313.78 
FIS Fidelity National Information Services, Inc.
-2.74%
-$8,370.78 
CRDO Credo Technology Group Holding Ltd.
-2.29%
-$5,499.27 
KSS Kohl's Corporation
-2.09%
-$12,016.69 
GSK GSK plc Sponsored ADR
-1.84%
-$11,525.49 
BMRN Biomarin Pharmaceutical Inc.
-1.71%
-$4,584.06 
CSCO Cisco Systems, Inc.
-1.58%
-$24,893.53 
BMY Bristol-Myers Squibb Company
-1.27%
-$9,473.46 
BXP Boston Properties, Inc.
-1.05%
-$5,139.93 
AMZN Amazon.com Inc
-0.94%
-$14,490.7 
META Meta Platforms Inc Class A
-0.86%
-$15,365.09 
SPG Simon Property Group, Inc.
-0.85%
-$7,966.35 
PSA Public Storage Common Stock
-0.85%
-$9,483.24 
ACM Aecom
-0.79%
-$3,368.5 
VNT Vontier Corporation
-0.73%
-$4,543.96 
BUD Anheuser-Busch InBev S.A. ADR
-0.62%
-$4,313 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$3,793.2 
NVS Novartis AG Sponsored ADR
-0.55%
-$2,807.28 
ABBV AbbVie Inc.
-0.54%
-$3,368.72 
BTI British American Tobacco p.l.c. ADR
-0.51%
-$5,042.21 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.46%
-$6,732.66 
VUG Vanguard Growth ETF
-0.43%
-$6,399.51 
IYW iShares U.S. Technology ETF
-0.42%
-$3,119.58 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$12,429.75 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$1,751.81 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$1,312.62 
WMT Walmart Inc.
-0.39%
-$2,809.8 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$2,541.73 
VLO Valero Energy Corporation
-0.36%
-$2,837.5 
JAZZ Jazz Pharmaceuticals plc
-0.36%
-$1,232.65 
TIGO Millicom International Cellular S.A.
-0.36%
-$854.76 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.36%
-$7,864.88 
V Visa Inc. Class A
-0.36%
-$3,273.45 
WSM Williams-Sonoma, Inc.
-0.35%
-$3,613.72 
VGT Vanguard Information Technology ETF
-0.35%
-$811.41 
OEF iShares S&P 100 ETF
-0.33%
-$1,682.74 
FTEC Fidelity MSCI Information Technology Index ETF
-0.32%
-$1,013.32 
MSFT Microsoft Corp.
-0.3%
-$5,103.07 
VONG Vanguard Russell 1000 Growth Fund
-0.29%
-$13,164.97 
PH Parker-Hannifin Corporation
-0.28%
-$2,708.96 
MPC Marathon Petroleum Corporation
-0.27%
-$1,654.88 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$6,889.76 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$3,039.19 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$6,598.62 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$1,447.89 
IWL iShares Russell Top 200 ETF
-0.21%
-$944.23 
AMP Ameriprise Financial, Inc.
-0.2%
-$584.83 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$21,102.21 
VOO Vanguard S&P 500 ETF
-0.19%
-$5,938.97 
IVV iShares Core S&P 500 ETF
-0.18%
-$8,933.16 
EQWL Invesco S&P 100 Equal Weight ETF
-0.18%
-$1,481.1 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.18%
-$483.85 
VONE Vanguard Russell 1000 ETF
-0.14%
-$1,269.34 
DGT SPDR Global Dow ETF
-0.14%
-$909.09 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$6,537 
GOOGL Alphabet Inc
-0.13%
-$2,392 
SCHB Schwab U.S. Broad Market ETF
-0.13%
-$469.25 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.12%
-$960.24 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.1%
-$380 
SPHY SPDR Portfolio High Yield Bond ETF
-0.09%
-$2,725.86 
JPM JPMorgan Chase & Co.
-0.07%
-$184.4 
NVDA NVIDIA Corporation
-0.06%
-$1,094.94 
NJUL Innovator Growth 100 Power Buffer ETF
-0.05%
-$272.44 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.05%
-$284.08 
IWD iShares Russell 1000 Value ETF
-0.05%
-$488.8 
EFA iShares MSCI EAFE ETF
-0.05%
-$881.8 
RDVY First Trust Rising Dividend Achievers ETF
-0.04%
-$419.73 
NOCT Innovator Growth-100 Power Buffer ETF
-0.02%
-$57.13 
ICSH iShares Short Treasury Bond ETF
-0.02%
-$428.27 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$57.3 
IXUS iShares Core International Stock ETF
-0.02%
-$205.29 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.02%
-$177.1 Events
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Dividends
Dividend Analysis
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| Trades 896 | Longs Won 695/896 77% | Profit Factor 10.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $146,825.68 |
| Average Win $51,236.15 | Best Trade (Aug 15) $2.04M | Sharpe Ratio -11.19 |
| Average Loss -$16,659.33 | Worst Trade (Jun 29) -$454,096.52 | Z-Score 23.71 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $36,005.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,944 | $1.5M | $1.82M | - | $321,884.56 | 21.51% | +0.219% |
| ABBV AbbVie Inc. | 2,477 | $444,630.76 | $617,912.44 | - | $173,281.68 | 38.97% | -0.542% |
| ACM Aecom | 6,737 | $470,243 | $425,172.07 | - | -$45,070.93 | -9.58% | -0.786% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 7,102 | $371,570.6 | $553,032.74 | - | $181,462.14 | 48.84% | -0.051% |
| AGG iShares Core U.S. Aggregate Bond ETF | 31,422 | $3.06M | $3.06M | - | $6,296.58 | 0.21% | -0.215% |
| AMP Ameriprise Financial, Inc. | 513 | $272,287.29 | $292,174.01 | - | $19,886.72 | 7.3% | -0.2% |
| AMZN Amazon.com Inc | 5,843 | $1.27M | $1.53M | - | $261,035.67 | 20.5% | -0.935% |
| APP AppLovin Corporation Class A Common Stock | 972 | $591,449.83 | $306,607.68 | - | -$284,842.15 | -48.16% | +0.886% |
| ASC Ardmore Shipping Corporation | 28,041 | $339,297.61 | $493,802.01 | - | $154,504.4 | 45.54% | +1.733% |
| AVGO Broadcom Inc. | 895 | $300,869.25 | $351,726.04 | - | $50,856.79 | 16.9% | -5.943% |
| BBY Best Buy Co., Inc. | 7,886 | $593,253.98 | $681,508.12 | - | $88,254.14 | 14.88% | +1.254% |
| BDX Becton, Dickinson and Company | 5,573 | $832,584.64 | $1.02M | - | $189,503.5 | 22.76% | +0.786% |
| BMRN Biomarin Pharmaceutical Inc. | 3,918 | $212,198.98 | $263,916.48 | - | $51,717.5 | 24.37% | -1.707% |
| BMY Bristol-Myers Squibb Company | 11,553 | $530,685.26 | $737,427.99 | - | $206,742.73 | 38.96% | -1.268% |
| BND Vanguard Total Bond Market Index Fund | 40,528 | $2.93M | $2.93M | - | $1,299.74 | 0.04% | -0.235% |
| BRK-B Berkshire Hathaway Inc. | 1,308 | $601,276.08 | $659,271.24 | - | $57,995.16 | 9.65% | -0.572% |
| BTI British American Tobacco p.l.c. ADR | 17,387 | $652,850.09 | $992,102.24 | - | $339,252.15 | 51.96% | -0.506% |
| BUD Anheuser-Busch InBev S.A. ADR | 8,626 | $439,305.32 | $687,750.98 | - | $248,445.66 | 56.55% | -0.623% |
| BUFR FT Vestladder Buffer ETF-USD I | 21,900 | $690,472.72 | $819,717 | - | $129,244.28 | 18.72% | 0.0 |
| BXP Boston Properties, Inc. | 7,041 | $522,375.19 | $481,956.45 | - | -$40,418.74 | -7.74% | -1.055% |
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FAQ
Which stocks have generated the highest profits for Chelsea Michels?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $368,655.38, SPDR Portfolio High Yield Bond ETF - $303,843.79, Oracle Corporation - $297,805.53, Warner Bros. Discovery, Inc - $196,202.83, and Exxon Mobil Corporation - $185,331.18. 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: Fiserv, Inc - $506,713.76, Adobe Inc - $194,767.77, Global Payments Inc - $168,770.93, Nike, Inc. - Class B - $135,399.68, and Comcast Corp - $73,477.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chelsea Michels's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.54M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $368,655.38, SPDR Portfolio High Yield Bond ETF - $303,843.79, iShares Core U.S. Aggregate Bond ETF - $183,428.36, Exxon Mobil Corporation - $183,122.41, and Vanguard Total Bond Market Index Fund - $165,872.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chelsea Michels's monthly returns?
Chelsea Michels's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Chelsea Michels's strategy be considered aggressive or moderate?
Chelsea Michels'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 Chelsea Michels's strategy?
Chelsea Michels'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.
