MC
Michael Chadwick Portfolio
Invests via Fiscal Wisdom Wealth Management LLC | Managed by Michael Chadwick
Invests via Fiscal Wisdom Wealth Management LLC
Managed by Michael Chadwick
Automatically Tracked
Seasoned investor and operator focused on growth-stage technology and fintech businesses, with experience across startup scaling, strategic finance and board-level governance. Michael Chadwick is a founder-operator turned investor who has led product and GTM functions, negotiated strategic partnerships, and sourced venture and growth capital. Regularly serves on boards and advises CEOs on go-to-market, financial operations and M&A preparation. Investment focus includes SaaS, payments and digital infrastructure with an emphasis on revenue acceleration and capital-efficient scaling. Known in markets for pragmatic portfolio support, transaction execution and building repeatable commercial models.
Seasoned investor and operator focused on growth-stage technology and fintech businesses, with experience across startup scaling, strategic finance and board-level governance. Michael Chadwick is a founder-operator turned investor who has led product and GTM functions, negotiated strategic partnerships, and sourced venture and growth capital. Regularly serves on boards and advises CEOs on go-to-market, financial operations and M&A preparation. Investment focus includes SaaS, payments and digital infrastructure with an emphasis on revenue acceleration and capital-efficient scaling. Known in markets for pragmatic portfolio support, transaction execution and building repeatable commercial models.
Investment Philosophy & Strategy
Prioritizes growth-stage tech and fintech companies where product-market fit exists and commercial motion can be scaled capital-efficiently. Emphasizes revenue acceleration through repeatable GTM playbooks, strategic partnerships and unit-economics optimization, pairing hands-on operating support with board-level governance. Capital allocation favors SaaS, payments and digital infrastructure businesses with clear paths to margin expansion and durable customer retention. Decision-making balances conviction in differentiated go-to-market execution with disciplined downside protection, staging capital to milestones and leaning on transaction execution expertise to drive exits and follow-on rounds.
Prioritizes growth-stage tech and fintech companies where product-market fit exists and commercial motion can be scaled capital-efficiently. Emphasizes revenue acceleration through repeatable GTM playbooks, strategic partnerships and unit-economics optimization, pairing hands-on operating support with board-level governance. Capital allocation favors SaaS, payments and digital infrastructure businesses with clear paths to margin expansion and durable customer retention. Decision-making balances conviction in differentiated go-to-market execution with disciplined downside protection, staging capital to milestones and leaning on transaction execution expertise to drive exits and follow-on rounds.
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:
109.67%
Gain +18.9%
Monthly
6.94%
Yearly
109.67%
Drawdown
29.34%
$204.79M
Equity
Holdings
$204.79M
Investment
$98.41M
$115.55M
Profit +$35.24M
Realized
$9.17M
Unrealized
$106.38M
Dividends
$715,678.48
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
18.9%
Profit
$35.24M
Win %
64%
This Week
Compared To Last Week
Gain
20.79%
Profit
$35.24M
Win %
64%
This Month
Compared to last month
Gain
41.05%
Profit
$59.6M
Win %
64%
This Year
Compared to last year
Gain
73.68%
Profit
$86.88M
Win %
62%
AMZN Amazon.com Inc
+15.32%
+$60,975.18 
MVIS Microvision Inc.
+10.83%
+$412.85 
GOOG Alphabet Inc
+6.88%
+$25,634.52 
GOOGL Alphabet Inc
+6.73%
+$30,222.15 
META Meta Platforms Inc Class A
+3.28%
+$8,574.8 
MSFT Microsoft Corp.
+3.02%
+$42,399.03 
NVDA NVIDIA Corporation
+2.93%
+$12,624.83 
WRBY Warby Parker Inc.
+2.58%
+$20,586.42 
KEYS Keysight Technologies, Inc.
+2.04%
+$4,536.89 
PANW Palo Alto Networks, Inc.
+1.89%
+$4,009.8 
ORCL Oracle Corporation
+1.81%
+$12,896.73 
VZ Verizon Communications Inc.
+1.52%
+$4,912.6 
REKR Rekor Systems Inc.
+1.46%
+$402.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$13,937.28 
LUXE Luxexperience B.V.
+1.37%
+$2,100.89 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$3,697.93 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$3,959.65 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$1,996.52 
IBM International Business Machines Corporation
+0.86%
+$1,554.72 
PWB Invesco Large Cap Growth ETF
+0.86%
+$14,184.3 
MCD McDonald's Corporation
+0.82%
+$4,943.42 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$6,360.53 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,509.48 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,190.46 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,663.26 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,987.57 
CAT Caterpillar Inc.
+0.7%
+$4,598.36 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$13,147.38 
IVV iShares Core S&P 500 ETF
+0.69%
+$16,409.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$25,831.97 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,312.24 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$2,036.3 
ARTY iShares Future AI & Tech ETF
+0.6%
+$1,230 
MO Altria Group, Inc.
+0.57%
+$1,714.44 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$9,022.91 
IYW iShares U.S. Technology ETF
+0.46%
+$1,619.97 
RKLB Rocket Lab Corporation
+0.42%
+$660.15 
PG Procter & Gamble Co
+0.37%
+$1,369.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,116 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$750.07 
PCT PureCycle Technologies, Inc.
+0.32%
+$3,833.06 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$546.53 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$797.05 
JPM JPMorgan Chase & Co.
+0.27%
+$685.26 
CLSE Convergence Long/Short Equity Fund
+0.24%
+$3,475.28 
JNJ Johnson & Johnson
+0.21%
+$611.09 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$6,072.9 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$2,701.2 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$464.32 
WMT Walmart Inc.
+0.09%
+$306.31 
SOXX iShares Semiconductor ETF
+0.07%
+$114.48 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$540.91 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$839.32 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$181,668.68 
GORO Gold Resource Corporation
-6.73%
-$5.28M 
EOSE Eos Energy Enterprises Inc.
-6.37%
-$13,969.05 
EQX Equinox Gold Corp.
-4.89%
-$21,988.92 
SILJ Amplify Junior Silver Miners ETF
-3.45%
-$13,145.96 
EXK Endeavour Silver Corp.
-3.22%
-$13,140.25 
SVM Silvercorp Metals Inc.
-2.9%
-$28,892.08 
SKE Skeena Resources Ltd.
-2.85%
-$30,291.3 
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
-2.61%
-$8,939.88 
DC Dakota Gold Corp
-2.58%
-$53,452.92 
TE T1 Energy Inc.
-2.34%
-$3,449.8 
SLV iShares Silver Trust
-2.13%
-$5,245.14 
AMD Advanced Micro Devices, Inc.
-1.9%
-$8,316.02 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$9,690.17 
PLUG Plug Power Inc.
-1.44%
-$315 
ONDS Ondas Holdings Inc.
-1.19%
-$2,596.95 
DE Deere & Company
-1.13%
-$3,467.99 
UPS United Parcel Service, Inc.
-1%
-$7,379.4 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$3,547.02 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$1,401.5 
DUK Duke Energy Corporation
-0.67%
-$1,828.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$10,884.17 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$2,369.38 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,975.85 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,196.57 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$6,335.6 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$4,438.39 
NAC Nuveen California Quality Municipal Income Fund
-0.42%
-$595.05 
HD The Home Depot, Inc.
-0.42%
-$1,895.99 
MBB iShares MBS ETF
-0.4%
-$2,550.78 
VGT Vanguard Information Technology ETF
-0.38%
-$1,527.36 
FDVV Fidelity High Dividend ETF
-0.35%
-$992.86 
HECA Hedgeye Capital Allocation ETF
-0.33%
-$664.65 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$3,964.28 
VXF Vanguard Extended Market ETF
-0.3%
-$1,770.03 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,824.96 
COST Costco Wholesale Corporation
-0.24%
-$2,512.53 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$4,772.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$533.7 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$494.55 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,417.02 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$2,345.38 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,485.94 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$338.58 
MUB iShares National Muni Bond ETF
-0.11%
-$458.4 
XLF Financial Select Sector SPDR Fund
-0.1%
-$352.26 
BINC iShares Flexible Income Active ETF
-0.08%
-$160.52 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$205.81 Events
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Dividends
Dividend Analysis
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| Trades 332 | Longs Won 201/332 60% | Profit Factor 29.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.55M |
| Average Win $594,705.67 | Best Trade (Aug 28) $104.65M | Sharpe Ratio -67.54 |
| Average Loss -$30,450.65 | Worst Trade (Aug 02) -$1.19M | Z-Score 3.78 (99.98%) |
| Commissions $0 | Avg. Trade Length 6m 1w 1d | Expectancy $348,032.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.07% | 0.41% | 1.54% | 4.24% | 9.75% | 19.68% | 36.16% | 61.86% |
| Consecutive Losing Trades | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,409 | $1.92M | $2.29M | - | $366,926.82 | 19.09% | -7.354% |
| AMD Advanced Micro Devices, Inc. | 900 | $522,819 | $428,534.99 | - | -$94,284.01 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 1,690 | $370,904.77 | $458,970.18 | - | $88,065.41 | 23.74% | +15.321% |
| ARTY iShares Future AI & Tech ETF | 3,075 | $234,192 | $204,948.75 | - | -$29,243.25 | -12.49% | +0.604% |
| BAI iShares A.I. Innovation and Tech Active ETF | 7,832 | $258,064.16 | $323,774.88 | - | $65,710.72 | 25.46% | +0.633% |
| BALT Inn Defined Wealth Shield Mutual Fund | 45,020 | $1.48M | $1.55M | - | $69,991.98 | 4.73% | +0.175% |
| BINC iShares Flexible Income Active ETF | 4,013 | $213,347.03 | $208,635.87 | - | -$4,711.16 | -2.21% | -0.077% |
| BLCR iShares Large Cap Core ACT ETF | 5,778 | $291,038 | $281,099.7 | - | -$9,938.3 | -3.41% | +1.333% |
| BRK-B Berkshire Hathaway Inc. | 600 | $297,274.32 | $306,924 | - | $9,649.68 | 3.25% | +0.365% |
| BUXX Strive Enhanced Income Short Duration Fund | 54,091 | $1.1M | $1.09M | - | -$3,570.68 | -0.33% | +0.05% |
| CAT Caterpillar Inc. | 811 | $456,323.15 | $660,810.91 | - | $204,487.76 | 44.81% | +0.701% |
| CGSD Capital Group Short Duration Income ETF | 40,349 | $1.04M | $1.03M | - | -$3,631.64 | -0.35% | -0.427% |
| CLSE Convergence Long/Short Equity Fund | 43,441 | $1.23M | $1.48M | - | $249,919.57 | 20.37% | +0.236% |
| CORO Ishares International Country Rotational Active ETF | 5,606 | $205,180 | $199,909.96 | - | -$5,270.04 | -2.57% | -0.696% |
| COST Costco Wholesale Corporation | 1,102 | $1.04M | $1.05M | - | $7,606.77 | 0.73% | -0.239% |
| DC Dakota Gold Corp | 445,441 | $2.03M | $2.02M | - | -$4,454.41 | -0.22% | -2.575% |
| DE Deere & Company | 510 | $235,803.13 | $302,261.69 | - | $66,458.56 | 28.18% | -1.134% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 3,211 | $1.5M | $1.68M | - | $181,829.46 | 12.11% | +0.539% |
| DUK Duke Energy Corporation | 2,177 | $275,572 | $273,061.11 | - | -$2,510.89 | -0.91% | -0.665% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 12,001 | $730,626.86 | $809,467.45 | - | $78,840.59 | 10.79% | +0.792% |
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FAQ
Which stocks have generated the highest profits for Michael Chadwick?
The largest contributions to the portfolio's profits come from the following stocks: Gold Resource Corporation - $4.77M, Skeena Resources Ltd - $1.68M, Silvercorp Metals Inc - $1.1M, Endeavour Silver Corp - $1.03M, and Equinox Gold Corp - $565,268.39. 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: PureCycle Technologies, Inc - $211,458.89, AT&T Inc - $102,793.08, B2Gold Corp - $70,471.5, Rekor Systems Inc - $64,747.8, and Bath & Body Works, Inc - $62,476.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Chadwick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $715,678.48 earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $72,521, iShares 0-3 Month Treasury Bond ETF - $62,490.71, iShares Core Universal USD Bond ETF - $54,064.65, United Parcel Service, Inc - $33,365.8, and Strive Enhanced Income Short Duration Fund - $32,302.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Chadwick's monthly returns?
Michael Chadwick'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 Michael Chadwick's strategy be considered aggressive or moderate?
Michael Chadwick'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 Michael Chadwick's strategy?
Michael Chadwick'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.
