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:
30.57%
Gain +0.21%
Monthly
1.25%
Yearly
16.05%
Drawdown
15.68%
$160.02M
Equity
Holdings
$160.02M
Investment
$127.72M
$32.73M
Profit +$286,352.6
Realized
$427,632.63
Unrealized
$32.3M
Dividends
$5.11M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$286,352.6
Win %
79%
This Week
Compared To Last Week
Gain
0.43%
Profit
$690,045.2
Win %
79%
This Month
Compared to last month
Gain
2.35%
Profit
$3.68M
Win %
79%
This Year
Compared to last year
Gain
2.26%
Profit
$3.58M
Win %
78%
VISN Vistance Networks, Inc.
+2.6%
+$1,650.88 
BTI British American Tobacco p.l.c. ADR
+2.48%
+$25,037.28 
SLB Schlumberger Limited
+2.42%
+$17,444.7 
F Ford Motor Company
+2.31%
+$29,910.75 
LMT Lockheed Martin Corporation
+2.3%
+$5,169.5 
C Citigroup Inc.
+2.19%
+$35,134.71 
WFRD Weatherford International plc
+2.15%
+$10,917.41 
PM Philip Morris International Inc.
+2.09%
+$7,222.46 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.86%
+$23,913.88 
JPM JPMorgan Chase & Co.
+1.8%
+$4,121.9 
BUD Anheuser-Busch InBev S.A. ADR
+1.75%
+$12,292.05 
ZION Zions Bancorporation, National Association
+1.73%
+$12,802.07 
GM General Motors Company
+1.71%
+$4,034.03 
TSLA Tesla, Inc.
+1.67%
+$17,776.51 
OVV Ovintiv Inc.
+1.67%
+$5,326.1 
WFC Wells Fargo & Company
+1.59%
+$5,505.9 
POR Portland General Electric Company
+1.5%
+$5,782.26 
PG Procter & Gamble Co
+1.47%
+$4,261.95 
GSK GSK plc Sponsored ADR
+1.44%
+$8,737.07 
BBY Best Buy Co., Inc.
+1.41%
+$10,448.95 
PSA Public Storage Common Stock
+1.3%
+$13,069.16 
MO Altria Group, Inc.
+1.27%
+$17,476.48 
EPD Enterprise Products Partners L.P.
+1.26%
+$2,484.45 
CVX Chevron Corporation
+1.26%
+$30,958.81 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.23%
+$3,019.2 
IDV iShares International Select Dividend ETF
+1.17%
+$7,288.38 
ET Energy Transfer L.P.
+1.11%
+$4,825.7 
CMCSA Comcast Corp
+1.03%
+$3,528 
DVN Devon Energy Corporation
+1.01%
+$4,568.5 
SPG Simon Property Group, Inc.
+0.99%
+$8,514.3 
TPR Tapestry Inc.
+0.97%
+$13,527.92 
WMT Walmart Inc.
+0.97%
+$7,118.16 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$6,409.2 
EFV iShares MSCI EAFE Value ETF
+0.92%
+$5,157.45 
AAPL Apple Inc.
+0.9%
+$18,307.52 
IEFA iShares Core MSCI EAFE ETF
+0.85%
+$2,363.62 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.84%
+$8,500.8 
EIX Edison International
+0.81%
+$7,110 
VNT Vontier Corporation
+0.8%
+$5,017.24 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$71,643.68 
EFA iShares MSCI EAFE ETF
+0.79%
+$14,373.34 
XOM Exxon Mobil Corporation
+0.73%
+$38,687.63 
ABBV AbbVie Inc.
+0.72%
+$5,077.87 
V Visa Inc. Class A
+0.72%
+$7,239.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.72%
+$4,540.5 
VZ Verizon Communications Inc.
+0.69%
+$5,555.88 
EPM Evolution Petroleum Corporation
+0.68%
+$311.45 
PH Parker-Hannifin Corporation
+0.67%
+$5,803.59 
DGRO iShares Core Dividend Growth ETF
+0.66%
+$4,428.84 
BXP Boston Properties, Inc.
+0.61%
+$2,569.97 
NVS Novartis AG Sponsored ADR
+0.58%
+$2,940.96 
ACM Aecom
+0.57%
+$2,256.89 
VOE Vanguard Mid-Cap Value ETF
+0.56%
+$14,294.18 
WSM Williams-Sonoma, Inc.
+0.53%
+$5,630.68 
VTV Vanguard Value ETF
+0.51%
+$9,188.03 
IVE ISHARES S&P 500 VALUE ETF
+0.47%
+$5,844.78 
AMP Ameriprise Financial, Inc.
+0.45%
+$1,146.56 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.43%
+$1,268.27 
CVS CVS Health Corporation
+0.43%
+$5,636.4 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.43%
+$8,004.23 
IWD iShares Russell 1000 Value ETF
+0.42%
+$4,004.4 
BMY Bristol-Myers Squibb Company
+0.41%
+$2,888.25 
VTWV Vanguard Russell 2000 Value Index Fund
+0.4%
+$3,222 
T AT&T Inc.
+0.38%
+$904.5 
RWL Invesco S&P 500 Revenue ETF
+0.38%
+$1,485.26 
IXUS iShares Core International Stock ETF
+0.38%
+$3,644.43 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+0.29%
+$5,931.04 
TIGO Millicom International Cellular S.A.
+0.27%
+$565.65 
ASC Ardmore Shipping Corporation
+0.26%
+$1,402.05 
RDVY First Trust Rising Dividend Achievers ETF
+0.26%
+$2,938.11 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.26%
+$1,384.89 
PVH PVH Corp.
+0.26%
+$3,157 
EQWL Invesco S&P 100 Equal Weight ETF
+0.2%
+$1,666.17 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$3,996.06 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$3,613.53 
VO Vanguard Mid-Cap ETF
+0.1%
+$328.48 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.1%
+$399.6 
VLO Valero Energy Corporation
+0.09%
+$930.7 
FLXR TCW Flexible Income ETF
+0.09%
+$218.82 
NEAR iShares Short Maturity Bond ETF
+0.06%
+$679.53 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$423.99 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
DGT SPDR Global Dow ETF
0%
-$1.01 
EWX SPDR S&P Emerging Markets Small Cap ETF
0%
$0 G200
G2004J103
0%
$0 
SNDK SanDisk Corporation
-4.25%
-$6,046.56 
MU Micron Technology, Inc.
-3.68%
-$19,790.71 
CRDO Credo Technology Group Holding Ltd.
-3.01%
-$4,858.14 
CLS Celestica Inc.
-2.51%
-$12,331.3 
TTMI TTM Technologies, Inc.
-2.26%
-$2,960.55 
PLTR Palantir Technologies Inc.
-2.16%
-$8,114.42 
STRL Sterling Infrastructure, Inc.
-2.01%
-$6,181.78 
UNH UnitedHealth Group Incorporated
-1.96%
-$13,746.94 
ORCL Oracle Corporation
-1.8%
-$4,723.84 
AVGO Broadcom Inc.
-1.78%
-$5,477.39 
META Meta Platforms Inc Class A
-1.71%
-$37,887.53 
GOOGL Alphabet Inc
-1.31%
-$23,868 
CSCO Cisco Systems, Inc.
-1.24%
-$18,913.52 
XLK State Street Technology Select Sector SPDR ETF
-1.23%
-$5,347.6 
APP AppLovin Corporation Class A Common Stock
-1.2%
-$3,263.88 
JAZZ Jazz Pharmaceuticals plc
-1.19%
-$3,545.6 
IYW iShares U.S. Technology ETF
-1.17%
-$8,628.93 
FTEC Fidelity MSCI Information Technology Index ETF
-1.15%
-$3,632.86 
VGT Vanguard Information Technology ETF
-1.14%
-$2,622.93 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$40,986.99 
VBK Vanguard Small-Cap Growth ETF
-0.83%
-$14,807.4 
FIS Fidelity National Information Services, Inc.
-0.78%
-$1,937.04 
BMRN Biomarin Pharmaceutical Inc.
-0.77%
-$1,684.74 
FFIN First Financial Bankshares Inc.
-0.67%
-$1,582.56 
VONG Vanguard Russell 1000 Growth Fund
-0.65%
-$29,532.23 
VTWG Vanguard Russell 2000 Growth ETF
-0.65%
-$4,483.76 
VWO Vanguard FTSE Emerging Markets ETF
-0.63%
-$4,088.87 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.61%
-$2,039.28 
VOT Vanguard Mid-Cap Growth ETF
-0.61%
-$9,351.95 
MSFT Microsoft Corp.
-0.56%
-$10,516.4 
VUG Vanguard Growth ETF
-0.55%
-$8,040.41 
AMZN Amazon.com Inc
-0.52%
-$7,800.35 
NJUL Innovator Growth 100 Power Buffer ETF
-0.52%
-$2,761.86 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.52%
-$15,330.02 
NOCT Innovator Growth-100 Power Buffer ETF
-0.46%
-$1,124.42 
VXF Vanguard Extended Market ETF
-0.37%
-$1,957.95 
XRAY Dentsply Sirona Inc.
-0.36%
-$1,050.29 
NVDA NVIDIA Corporation
-0.34%
-$5,787.54 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.28%
-$2,160.54 
KSS Kohl's Corporation
-0.24%
-$1,611.99 
MPC Marathon Petroleum Corporation
-0.19%
-$1,585.24 
OEF iShares S&P 100 ETF
-0.17%
-$881.12 
SCHB Schwab U.S. Broad Market ETF
-0.17%
-$586.55 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.17%
-$370 
IWL iShares Russell Top 200 ETF
-0.14%
-$610.29 
SCHX Schwab U.S. Large-Cap ETF
-0.13%
-$1,736.68 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.12%
-$322.56 
MDT Medtronic plc
-0.12%
-$979.77 
VB Vanguard Small-Cap ETF
-0.12%
-$273.9 
VONE Vanguard Russell 1000 ETF
-0.1%
-$883.6 
ELV Elevance Health, Inc.
-0.1%
-$989.33 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$10,071.43 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-0.09%
-$690.67 
VOO Vanguard S&P 500 ETF
-0.07%
-$2,149.48 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$2,044.39 
IVV iShares Core S&P 500 ETF
-0.06%
-$3,123.31 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.06%
-$1,273.14 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.05%
-$190 
SCHA Schwab U.S. Small-Cap ETF
-0.05%
-$243.15 
BDX Becton, Dickinson and Company
-0.03%
-$278.65 
DKNG DraftKings Inc.
-0.03%
-$86.44 Events
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Dividends
Dividend Analysis
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| Trades 896 | Longs Won 683/896 76% | Profit Factor 8.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $155,069.21 |
| Average Win $53,975.4 | Best Trade (Oct 14) $2.08M | Sharpe Ratio -11.19 |
| Average Loss -$19,419.87 | Worst Trade (Jun 29) -$454,096.52 | Z-Score 18.34 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 1d | Expectancy $36,527.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,264 | 7,438 | 6,612 | 5,785 | 4,959 | 4,132 | 3,306 | 2,479 | 1,653 | 826 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,944 | $1.5M | $2.05M | - | $554,592.16 | 37.06% | +0.901% |
| ABBV AbbVie Inc. | 2,477 | $444,630.76 | $707,059.65 | - | $262,428.89 | 59.02% | +0.723% |
| ACM Aecom | 6,737 | $470,243 | $400,346.22 | - | -$69,896.78 | -14.86% | +0.567% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 7,102 | $371,570.6 | $531,478.17 | - | $159,907.57 | 43.04% | +0.261% |
| AGG iShares Core U.S. Aggregate Bond ETF | 31,422 | $3.06M | $3M | - | -$55,133.43 | -1.8% | +0.121% |
| AMP Ameriprise Financial, Inc. | 513 | $272,287.29 | $258,970.09 | - | -$13,317.2 | -4.89% | +0.445% |
| AMZN Amazon.com Inc | 5,843 | $1.27M | $1.48M | - | $207,134.05 | 16.26% | -0.524% |
| APP AppLovin Corporation Class A Common Stock | 972 | $591,449.83 | $268,206 | - | -$323,243.83 | -54.65% | -1.202% |
| ASC Ardmore Shipping Corporation | 28,041 | $339,297.61 | $533,620.23 | - | $194,322.62 | 57.27% | +0.263% |
| AVGO Broadcom Inc. | 895 | $300,869.25 | $302,697.95 | - | $1,828.7 | 0.61% | -1.777% |
| BBY Best Buy Co., Inc. | 7,886 | $593,253.98 | $753,073.57 | - | $159,819.59 | 26.94% | +1.407% |
| BDX Becton, Dickinson and Company | 5,573 | $832,584.64 | $1.08M | - | $246,961.19 | 29.66% | -0.026% |
| BMRN Biomarin Pharmaceutical Inc. | 3,918 | $212,198.98 | $217,919.16 | - | $5,720.18 | 2.7% | -0.767% |
| BMY Bristol-Myers Squibb Company | 11,553 | $530,685.26 | $702,653.46 | - | $171,968.2 | 32.4% | +0.413% |
| BND Vanguard Total Bond Market Index Fund | 40,528 | $2.93M | $2.87M | - | -$55,496.2 | -1.89% | +0.139% |
| BRK-B Berkshire Hathaway Inc. | 1,308 | $601,276.08 | $693,998.64 | - | $92,722.56 | 15.42% | +0.932% |
| BTI British American Tobacco p.l.c. ADR | 17,387 | $652,850.09 | $1.03M | - | $380,633.19 | 58.3% | +2.483% |
| BUD Anheuser-Busch InBev S.A. ADR | 8,626 | $439,305.32 | $713,413.33 | - | $274,108.01 | 62.4% | +1.753% |
| BUFR FT Vestladder Buffer ETF-USD I | 21,900 | $690,472.72 | $827,820 | - | $137,347.28 | 19.89% | 0.0 |
| BXP Boston Properties, Inc. | 7,041 | $522,375.19 | $422,847.25 | - | -$99,527.94 | -19.05% | +0.611% |
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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 - $439,369.82, SPDR Portfolio High Yield Bond ETF - $341,895.44, Oracle Corporation - $298,781.53, Exxon Mobil Corporation - $216,584.47, and Warner Bros. Discovery, Inc - $196,202.83. 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 - $68,302.67. 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 $5.11M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $439,369.82, SPDR Portfolio High Yield Bond ETF - $341,895.44, Exxon Mobil Corporation - $214,375.7, iShares Core U.S. Aggregate Bond ETF - $194,019.46, and Vanguard Total Bond Market Index Fund - $176,122.17. 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.
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