Michelle Wells Portfolio
Invests via Darrow Company Inc. | Managed by Michelle Wells
Invests via Darrow Company Inc.
Managed by Michelle Wells
Automatically Tracked
Michelle Wells Profile
With a robust career spanning over two decades in corporate leadership, Michelle Wells has established herself as a notable figure in the technology sector. Her expertise lies in driving operational efficiencies and spearheading innovative solutions at leading companies, where she played pivotal roles in strategic transformations. As an operating executive, her insights into market dynamics have fostered growth trajectories that align with evolving consumer needs. Known for cultivating high-performing teams and enhancing organizational agility, she contributes significantly to the industry's discourse on technological advancements. Michelle’s leadership is characterized by an unwavering commitment to excellence and a vision for future-focused business practices.
With a robust career spanning over two decades in corporate leadership, Michelle Wells has established herself as a notable figure in the technology sector. Her expertise lies in driving operational efficiencies and spearheading innovative solutions at leading companies, where she played pivotal roles in strategic transformations. As an operating executive, her insights into market dynamics have fostered growth trajectories that align with evolving consumer needs. Known for cultivating high-performing teams and enhancing organizational agility, she contributes significantly to the industry's discourse on technological advancements. Michelle’s leadership is characterized by an unwavering commitment to excellence and a vision for future-focused business practices.
Investment Philosophy & Strategy
Driven by a commitment to technological evolution, Michelle Wells leverages her extensive background in corporate leadership to identify high-impact investment opportunities. She prioritizes operational improvement and innovation as essential components of value creation in the technology sector. With a keen understanding of market trends, her strategic thinking is informed by hands-on experience in transformative roles at prominent firms. Her approach centers on nurturing strong teams that can execute bold initiatives, ensuring sustainable growth while navigating competitive challenges effectively.
Driven by a commitment to technological evolution, Michelle Wells leverages her extensive background in corporate leadership to identify high-impact investment opportunities. She prioritizes operational improvement and innovation as essential components of value creation in the technology sector. With a keen understanding of market trends, her strategic thinking is informed by hands-on experience in transformative roles at prominent firms. Her approach centers on nurturing strong teams that can execute bold initiatives, ensuring sustainable growth while navigating competitive challenges effectively.
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:
57.23%
Gain -2.72%
Monthly
0.59%
Yearly
7.26%
Drawdown
16.64%
$252.94M
Equity
Holdings
$252.94M
Investment
$211M
$44.61M
Profit -$3.92M
Realized
$2.67M
Unrealized
$41.94M
Dividends
$15.86M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.72%
Profit
-$3.92M
Win %
66%
This Week
Compared To Last Week
Gain
-1.31%
Profit
-$3.37M
Win %
66%
This Month
Compared to last month
Gain
-1.72%
Profit
-$4.43M
Win %
66%
This Year
Compared to last year
Gain
-2.04%
Profit
-$5.26M
Win %
66%
META Meta Platforms Inc Class A
+8.24%
+$41,122.5 
OKLO Oklo Inc.
+5.61%
+$495,587.1 
NFLX Netflix, Inc.
+2.58%
+$12,456.33 
GOOG Alphabet Inc
+2.46%
+$14,796.54 
QQQ Invesco QQQ Trust, Series 1
+2.18%
+$714,599.31 
GOOGL Alphabet Inc
+2.13%
+$18,602.63 
IEMG iShares Core MSCI Emerging Markets ETF
+2.07%
+$57,280.86 
SPMO Invesco S&P 500 Momentum ETF
+2.04%
+$147,563.71 
MU Micron Technology, Inc.
+1.98%
+$6,226.35 
VGT Vanguard Information Technology ETF
+1.89%
+$64,183.37 
DELL Dell Technologies Inc.
+1.88%
+$8,666.58 
VONG Vanguard Russell 1000 Growth Fund
+1.83%
+$180,039.1 
XLG Invesco S&P 500 Top 50 ETF
+1.36%
+$7,254.96 
NVDA NVIDIA Corporation
+1.27%
+$4,859.19 
VOO Vanguard S&P 500 ETF
+1.21%
+$25,495.38 
IVV iShares Core S&P 500 ETF
+1.19%
+$39,412.36 
SPY SPDR S&P 500 ETF Trust
+1.19%
+$143,419.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.17%
+$5,755.32 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.12%
+$10,640.2 
SCHF Schwab International Equity ETF
+1.08%
+$6,844.5 
VCR Vanguard Consumer Discretionary ETF
+1.01%
+$6,576.05 
HEFA iShares Currency Hedged MSCI EAFE ETF
+1.01%
+$108,661.26 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.91%
+$20,084 
AMZN Amazon.com Inc
+0.87%
+$10,294.09 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.69%
+$81,569.7 
DFAI Dimensional International Core Equity Market ETF
+0.65%
+$5,406.82 
SPGP Invesco S&P 500 GARP ETF
+0.65%
+$89,203.27 
USMV iShares MSCI USA Min Vol Factor ETF
+0.64%
+$112,696.87 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.62%
+$3,009.55 
MOAT VanEck Morningstar Wide Moat Fund
+0.6%
+$41,650.05 
RSP Invesco S&P 500 Equal Weight ETF
+0.58%
+$33,634.62 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.58%
+$54,453.64 
WMT Walmart Inc.
+0.56%
+$1,892.4 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$1,182.15 
AAPL Apple Inc.
+0.48%
+$7,660.38 
IYF iShares U.S. Financials ETF
+0.41%
+$1,109.16 
MGV Vanguard Mega Cap Value ETF
+0.36%
+$1,110.6 
MDY SPDR S&P MidCap 400 ETF Trust
+0.36%
+$4,092.12 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.3%
+$11,330.33 
VIG Vanguard Dividend Appreciation ETF
+0.29%
+$4,957.65 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.26%
+$19,036.62 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.26%
+$13,788.8 
RTX RTX Corporation
+0.25%
+$719.04 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.22%
+$41,035.67 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$21,244.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.21%
+$890.5 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.17%
+$15,372.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.1%
+$1,074.61 
VYM Vanguard High Dividend Yield ETF
+0.08%
+$5,533.69 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$314.94 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$194.64 
NEAR iShares Short Maturity Bond ETF
+0.07%
+$489.12 
USTB VictoryShares Short-Term Bond ETF
+0.07%
+$4,134.02 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$3,501.34 
MSFT Microsoft Corp.
+0.05%
+$582.72 
Events
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Dividends
Dividend Analysis
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| Trades 680 | Longs Won 380/680 55% | Profit Factor 4.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $507,033.93 |
| Average Win $151,388.61 | Best Trade (Sep 23) $10.77M | Sharpe Ratio -10.8 |
| Average Loss -$43,064.11 | Worst Trade (Sep 17) -$3.89M | Z-Score 0.25 (19.7%) |
| Commissions $0 | Avg. Trade Length 1y 9m 6d | Expectancy $65,600.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,882 | 5,294 | 4,706 | 4,118 | 3,529 | 2,941 | 2,353 | 1,765 | 1,176 | 588 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,758 | $1.01M | $1.61M | - | $597,465.41 | 59.18% | +0.479% |
| AMZN Amazon.com Inc | 4,637 | $939,330.27 | $1.19M | - | $247,417.14 | 26.34% | +0.875% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 133,298 | $3.88M | $3.81M | - | -$67,287.09 | -1.74% | +0.298% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 248,701 | $20.23M | $18.43M | - | -$1.79M | -8.86% | +0.223% |
| BND Vanguard Total Bond Market Index Fund | 141,630 | $11.29M | $10.11M | - | -$1.19M | -10.52% | +0.211% |
| BSV Vanguard Short-Term Bond ETF | 71,456 | $5.62M | $5.48M | - | -$142,947.03 | -2.54% | +0.064% |
| DELL Dell Technologies Inc. | 813 | $350,776.97 | $470,499.36 | - | $119,722.39 | 34.13% | +1.877% |
| DFAI Dimensional International Core Equity Market ETF | 19,654 | $492,136.16 | $834,510.81 | - | $342,374.65 | 69.57% | +0.652% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 120,844 | $9.56M | $11.92M | - | $2.36M | 24.66% | +0.689% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 294,344 | $6.43M | $9.5M | - | $3.08M | 47.88% | +0.576% |
| GOOG Alphabet Inc | 1,749 | $282,941.23 | $617,169.63 | - | $334,228.4 | 118.13% | +2.456% |
| GOOGL Alphabet Inc | 2,497 | $481,730.94 | $891,404.03 | - | $409,673.09 | 85.04% | +2.131% |
 HD The Home Depot, Inc. | 639 | $219,432.18 | $190,051.38 | - | -$29,380.8 | -13.39% | -0.853% |
| HEFA iShares Currency Hedged MSCI EAFE ETF | 231,145 | $8.37M | $10.83M | - | $2.46M | 29.33% | +1.013% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 68,944 | $5.7M | $5.43M | - | -$273,738.38 | -4.8% | +0.255% |
| IEMG iShares Core MSCI Emerging Markets ETF | 33,894 | $1.86M | $2.83M | - | $963,189.3 | 51.73% | +2.07% |
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | 141,012 | $7.36M | $7.25M | - | -$112,462.09 | -1.53% | +0.263% |
| IJH iShares Core S&P Mid-Cap ETF | 3,195 | $177,098.85 | $234,353.25 | - | $57,254.4 | 32.33% | +0.507% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 20,084 | $1.71M | $2.23M | - | $513,444.08 | 29.99% | +0.911% |
| IVV iShares Core S&P 500 ETF | 4,323 | $1.95M | $3.35M | - | $1.4M | 71.74% | +1.192% |
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FAQ
Which stocks have generated the highest profits for Michelle Wells?
The largest contributions to the portfolio's profits come from the following stocks: Oklo Inc - $3.01M, VanEck Morningstar Wide Moat Fund - $2.02M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.93M, Vanguard High Dividend Yield ETF - $1.56M, and iShares iBoxx $ High Yield Corporate Bond ETF - $1.23M. 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: Amazon.com Inc - $232,331.05, iShares Core MSCI Emerging Markets ETF - $227,681.93, Pear Therapeutics, Inc - $156,701.46, Boston Scientific Corporation - $153,170.16, and VANGUARD TOTAL STOCK MKT ETF - $62,333.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michelle Wells's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.86M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.21M, iShares iBoxx $ High Yield Corporate Bond ETF - $1.67M, Vanguard Total Bond Market Index Fund - $1.39M, Vanguard High Dividend Yield ETF - $1.13M, and iShares MSCI USA Min Vol Factor ETF - $973,146.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michelle Wells's monthly returns?
Michelle Wells's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Michelle Wells's strategy be considered aggressive or moderate?
Michelle Wells's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Michelle Wells's strategy?
Michelle Wells's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
