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:
2.13%
Gain
Monthly
0.24%
Yearly
2.91%
Drawdown
39.98%
$339.32M
Equity
Holdings
$339.32M
Investment
$240.57M
$113.06M
Profit +$348,308.12
Realized
$14.3M
Unrealized
$98.76M
Dividends
$10.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$348,308.12
Win %
95%
This Week
Compared To Last Week
Gain
0.29%
Profit
$965,767.57
Win %
95%
This Month
Compared to last month
Gain
0.88%
Profit
$2.96M
Win %
95%
This Year
Compared to last year
Gain
13.29%
Profit
$39.8M
Win %
95%
FCF First Commonwealth Financial Corporation
+3.05%
+$7,575.75 
FITB Fifth Third Bancorp
+2.48%
+$23,551.2 
KR Kroger Co.
+1.91%
+$12,796.92 
SCHD Schwab U.S. Dividend Equity ETF
+1.89%
+$114,099.07 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.84%
+$11,766.8 
ICF iShares Cohen & Steers Realty Majors ETF
+1.56%
+$18,085.83 
PG Procter & Gamble Co
+1.52%
+$61,004.25 
CSRE Cohen & Steers Real Estate Active ETF
+1.34%
+$5,578.66 
AAPL Apple Inc.
+1.33%
+$123,718.35 
MSFT Microsoft Corp.
+1.19%
+$65,026.4 
DGRO iShares Core Dividend Growth ETF
+1%
+$7,787.54 
IJR iShares Core S&P Small-Cap ETF
+0.96%
+$34,239.03 
IMCV iShares Morningstar Mid-Cap ETF
+0.93%
+$12,090.03 
CINF Cincinnati Financial Corporation
+0.83%
+$15,829.92 
IUSV iShares Core S&P U.S. Value ETF
+0.81%
+$291,988.97 
USMV iShares MSCI USA Min Vol Factor ETF
+0.75%
+$12,566.57 
DFAS Dimensional U.S. Small Cap ETF
+0.74%
+$191,020.2 
DTD WisdomTree U.S. Total Dividend Fund
+0.59%
+$6,896.96 
IJH iShares Core S&P Mid-Cap ETF
+0.52%
+$72,248.26 
AMZN Amazon.com Inc
+0.45%
+$18,062.16 
VTV Vanguard Value ETF
+0.41%
+$80,855.28 
VB Vanguard Small-Cap ETF
+0.37%
+$17,238.1 
DFLV Dimensional US Large Cap Value ETF
+0.26%
+$4,441.4 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.18%
+$1,953.28 
RDVY First Trust Rising Dividend Achievers ETF
+0.17%
+$6,446.44 
RECS Columbia Research Enhanced Core ETF
+0.15%
+$1,248.97 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.07%
+$495.64 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.06%
+$953.92 
VO Vanguard Mid-Cap ETF
+0.06%
+$2,030.4 
GOOG Alphabet Inc
+0.05%
+$1,926.95 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.02%
+$110.67 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
BDEC Innovator U.S. Equity Buffer ETF
0%
$0 
NVDA NVIDIA Corporation
-2.34%
-$119,760.76 
IEMG iShares Core MSCI Emerging Markets ETF
-1.61%
-$18,086.4 
DFAE Dimensional Emerging Core Equity Market ETF
-1.46%
-$160,882.05 
IUSG iShares Core S&P U.S. Growth ETF
-0.92%
-$174,401.94 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.78%
-$25,901.85 
FENI Fidelity Enhanced International ETF
-0.69%
-$3,156.62 
VUG Vanguard Growth ETF
-0.61%
-$122,215.99 
FNDF Schwab Fundamental International Large Company Index ETF
-0.55%
-$5,474.02 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.42%
-$8,648.95 
DFIC Dimensional International Core Equity Market ETF
-0.42%
-$23,439.84 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.4%
-$54,749.08 
DFAI Dimensional International Core Equity Market ETF
-0.4%
-$10,518.09 
FELC Fidelity Enhanced Large Cap Core ETF
-0.39%
-$3,592.05 
SCHM Schwab U.S. Mid-Cap ETF
-0.35%
-$11,534.87 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.31%
-$3,598.56 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.23%
-$9,268.8 
IVV iShares Core S&P 500 ETF
-0.18%
-$91,918.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.17%
-$1,973.62 
SCHX Schwab U.S. Large-Cap ETF
-0.17%
-$549.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.13%
-$5,481.6 
FBND Fidelity Total Bond ETF
-0.09%
-$15,458.32 
BFEB Innovator U.S. Equity Buffer ETF
-0.04%
-$689.46 
GOOGL Alphabet Inc
-0.03%
-$1,546.95 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.01%
-$147.29 Events
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Dividends
Dividend Analysis
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| Trades 1477 | Longs Won 923/1477 62% | Profit Factor 78.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $510,935.87 |
| Average Win $124,065.74 | Best Trade (Jul 15) $13.63M | Sharpe Ratio -10.24 |
| Average Loss -$2,621.58 | Worst Trade (Jul 16) -$174,415.64 | Z-Score -6.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4d | Expectancy $76,547.27 |
| 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 | 125,000 | 112,500 | 100,000 | 87,500 | 75,000 | 62,500 | 50,000 | 37,500 | 25,000 | 12,500 |
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Returns
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