Melissa C. Anderson Portfolio
Invests via PCA Investment Advisory Services Inc. | Managed by Thomas Edward Seitz, Zachary M. Burns, Justin Edward Seitz, Mark A. Janszen, Seth R. Priestle
Invests via PCA Investment Advisory Services Inc.
Managed by Thomas Edward Seitz, Zachary M. Burns, Justin Edward Seitz, Mark A. Janszen, Seth R. Priestle
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Melissa C. Anderson Profile
Seasoned finance executive and investor focused on growth-stage companies and corporate finance strategy. Melissa C. Anderson is known for leading capital raises, strategic M&A and portfolio operations across technology and business services; she combines operating experience with buy-side diligence and board-level governance. Frequently engages in minority growth investments and active oversight to drive revenue scale and margin expansion. Market counterparties view her as a pragmatic deal leader with emphasis on operational value creation.
Seasoned finance executive and investor focused on growth-stage companies and corporate finance strategy. Melissa C. Anderson is known for leading capital raises, strategic M&A and portfolio operations across technology and business services; she combines operating experience with buy-side diligence and board-level governance. Frequently engages in minority growth investments and active oversight to drive revenue scale and margin expansion. Market counterparties view her as a pragmatic deal leader with emphasis on operational value creation.
Investment Philosophy & Strategy
Focuses on growth-stage equity and minority positions in technology and business services, prioritizing opportunities where operational levers can drive revenue scale and margin expansion. Investment decisions balance rigorous buy-side diligence and board-level governance with pragmatic capital allocation toward commercial go-to-market and margin improvement initiatives. Prefers structured, medium-term holds with active oversight, milestone-based capital deployment and downside protection through covenants or preferred terms. Targets exits via strategic sale or secondary liquidity that realize operational value creation.
Focuses on growth-stage equity and minority positions in technology and business services, prioritizing opportunities where operational levers can drive revenue scale and margin expansion. Investment decisions balance rigorous buy-side diligence and board-level governance with pragmatic capital allocation toward commercial go-to-market and margin improvement initiatives. Prefers structured, medium-term holds with active oversight, milestone-based capital deployment and downside protection through covenants or preferred terms. Targets exits via strategic sale or secondary liquidity that realize operational value creation.
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:
72.41%
Gain -0.63%
Monthly
1.53%
Yearly
19.94%
Drawdown
19.03%
$365.64M
Equity
Holdings
$365.64M
Investment
$264.38M
$116.53M
Profit -$1.49M
Realized
$15.27M
Unrealized
$101.26M
Dividends
$11.05M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$1.49M
Win %
93%
This Week
Compared To Last Week
Gain
0.83%
Profit
$3.02M
Win %
93%
This Month
Compared to last month
Gain
-0.41%
Profit
-$1.49M
Win %
93%
This Year
Compared to last year
Gain
2%
Profit
$7.2M
Win %
94%
AMZN Amazon.com Inc
+15.32%
+$611,375.43 
GOOG Alphabet Inc
+6.88%
+$261,260.78 
GOOGL Alphabet Inc
+6.73%
+$351,453.27 
MSFT Microsoft Corp.
+3.02%
+$194,316.4 
NVDA NVIDIA Corporation
+2.93%
+$137,017.33 
CINF Cincinnati Financial Corporation
+1.69%
+$35,789.28 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$11,997.21 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$252,879.42 
VUG Vanguard Growth ETF
+1.1%
+$209,032.38 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$8,580.66 
BDEC Innovator U.S. Equity Buffer ETF
+0.74%
+$4,891.12 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$8,572.99 
IVV iShares Core S&P 500 ETF
+0.69%
+$332,584.96 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$28,190.91 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$7,652.3 
BFEB Innovator U.S. Equity Buffer ETF
+0.62%
+$11,159.85 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.59%
+$4,711.35 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$2,464.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$21,737.7 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$47,072.32 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$6,824.34 
PG Procter & Gamble Co
+0.37%
+$13,946.42 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$13,365.34 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$5,154.5 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$3,093.74 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$1,106.7 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$10,852.5 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$720 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,586.34 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$131.21 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$705,048.08 
CLF Cleveland-Cliffs Inc.
-0.95%
-$2,424.95 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$112,968.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$22,200.26 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$18,544.82 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$8,063.3 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$4,869.79 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$139,874.24 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$6,466.84 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$3,883 
VGT Vanguard Information Technology ETF
-0.38%
-$7,012.87 
FENI Fidelity Enhanced International ETF
-0.37%
-$3,018.45 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$2,597.5 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$2,228.14 
FCF First Commonwealth Financial Corporation
-0.28%
-$721.5 
FBND Fidelity Total Bond ETF
-0.27%
-$52,314.48 
VTV Vanguard Value ETF
-0.27%
-$53,589.97 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$6,891.57 
VB Vanguard Small-Cap ETF
-0.22%
-$9,461.47 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$82,731.25 
KR Kroger Co.
-0.21%
-$1,683.84 
IMCV iShares Morningstar Mid-Cap ETF
-0.19%
-$2,475.9 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$41,342.86 
FITB Fifth Third Bancorp
-0.16%
-$1,474.65 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$14,545.52 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$1,678.64 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,728.56 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$980.35 Events
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Dividends
Dividend Analysis
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| Trades 1534 | Longs Won 1044/1534 68% | Profit Factor 38.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $504,306.75 |
| Average Win $114,560.09 | Best Trade (Aug 17) $14.22M | Sharpe Ratio -9.6 |
| Average Loss -$6,267.08 | Worst Trade (Sep 01) -$278,995.11 | Z-Score 0.8 (57.36%) |
| Commissions $0 | Avg. Trade Length 1y 2w 2d | Expectancy $75,964.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 28,754 | $5.18M | $8.88M | - | $3.7M | 71.52% | -7.354% |
| AMZN Amazon.com Inc | 16,945 | $2.48M | $4.6M | - | $2.12M | 85.57% | +15.321% |
| BALT Inn Defined Wealth Shield Mutual Fund | 12,000 | $377,000 | $413,280 | - | $36,280 | 9.62% | +0.175% |
| BDEC Innovator U.S. Equity Buffer ETF | 12,414 | $450,993.35 | $664,446.94 | - | $213,453.59 | 47.33% | +0.742% |
| BFEB Innovator U.S. Equity Buffer ETF | 34,338 | $1.36M | $1.82M | - | $463,624.57 | 34.21% | +0.617% |
| BJAN Innovator U.S. Equity Buffer ETF - January | 13,461 | $613,713.26 | $798,169.99 | - | $184,456.73 | 30.06% | +0.594% |
| CINF Cincinnati Financial Corporation | 12,132 | $1.45M | $2.16M | - | $701,300.82 | 48.22% | +1.688% |
| CLF Cleveland-Cliffs Inc. | 22,045 | $207,003 | $253,958.4 | - | $46,955.4 | 22.68% | -0.946% |
| CSRE Cohen & Steers Real Estate Active ETF | 25,975 | $706,836.62 | $758,989.5 | - | $52,152.88 | 7.38% | -0.341% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 23,038 | $871,975.73 | $1.27M | - | $393,962.37 | 45.18% | -0.633% |
| DFAE Dimensional Emerging Core Equity Market ETF | 276,896 | $7.57M | $10.39M | - | $2.81M | 37.16% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 68,684 | $2.54M | $2.89M | - | $352,400.85 | 13.88% | -0.637% |
| DFAS Dimensional U.S. Small Cap ETF | 295,304 | $18.74M | $23.93M | - | $5.19M | 27.68% | -0.172% |
| DFIC Dimensional International Core Equity Market ETF | 635,792 | $23.42M | $24.22M | - | $794,973.62 | 3.39% | -0.574% |
| DFLV Dimensional US Large Cap Value ETF | 39,650 | $1.22M | $1.61M | - | $392,124.09 | 32.12% | +0.321% |
| DGRO iShares Core Dividend Growth ETF | 10,128 | $522,649.54 | $790,085.3 | - | $267,435.76 | 51.17% | -0.281% |
| DTD WisdomTree U.S. Total Dividend Fund | 12,375 | $751,727.88 | $1.18M | - | $427,485.87 | 56.87% | +0.263% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 14,979 | $759,920.75 | $760,034.46 | - | $113.71 | 0.01% | 0.0 |
| FBND Fidelity Total Bond ETF | 435,954 | $19.97M | $19.5M | - | -$476,664.18 | -2.39% | -0.268% |
| FCF First Commonwealth Financial Corporation | 12,025 | $211,400 | $258,898.25 | - | $47,498.25 | 22.47% | -0.278% |
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FAQ
Which stocks have generated the highest profits for Melissa C. Anderson?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $1.74M, iShares Core S&P U.S. Growth ETF - $1.2M, iShares Core S&P U.S. Value ETF - $1.18M, Vanguard Value ETF - $998,014.75, and Dimensional U.S. Small Cap ETF - $856,093.75. 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: Target Corporation - $121,997.84, Nike, Inc. - Class B - $77,764.79, Boeing Company - $76,263.34, Cleveland-Cliffs Inc - $72,528.94, and General Mills, Inc - $70,945.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Melissa C. Anderson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.05M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.23M, iShares Core S&P U.S. Value ETF - $1.18M, Fidelity Total Bond ETF - $853,557.6, Vanguard Value ETF - $832,102.64, and iShares Currency Hedged MSCI EAFE ETF - $722,269.66. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Melissa C. Anderson's monthly returns?
Melissa C. Anderson'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 Melissa C. Anderson's strategy be considered aggressive or moderate?
Melissa C. Anderson'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 Melissa C. Anderson's strategy?
Melissa C. Anderson'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.
