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:
93.75%
Gain +1.19%
Monthly
5.43%
Yearly
88.76%
Drawdown
42.39%
$188.3M
Equity
Holdings
$188.3M
Investment
$98.41M
$99.06M
Profit +$2.4M
Realized
$9.17M
Unrealized
$89.89M
Dividends
$905,290.81
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.19%
Profit
$2.4M
Win %
62%
This Week
Compared To Last Week
Gain
-2.98%
Profit
-$5.79M
Win %
62%
This Month
Compared to last month
Gain
1.41%
Profit
$2.62M
Win %
62%
This Year
Compared to last year
Gain
59.7%
Profit
$70.39M
Win %
60%
EQX Equinox Gold Corp.
+6.95%
+$34,178.43 
SKE Skeena Resources Ltd.
+6.34%
+$73,786.5 
EXK Endeavour Silver Corp.
+5.17%
+$21,287.21 
DC Dakota Gold Corp
+3.91%
+$91,315.4 
HD The Home Depot, Inc.
+3.85%
+$15,508.56 
MVIS Microvision Inc.
+3.85%
+$47.88 
EOSE Eos Energy Enterprises Inc.
+3.59%
+$4,251.45 
LUXE Luxexperience B.V.
+3.33%
+$5,920.69 
ORCL Oracle Corporation
+2.96%
+$21,578.29 
NAC Nuveen California Quality Municipal Income Fund
+2.89%
+$3,385.83 
SLV iShares Silver Trust
+2.87%
+$6,625.44 
SILJ Amplify Junior Silver Miners ETF
+2.83%
+$10,700.2 
SVM Silvercorp Metals Inc.
+2.54%
+$24,764.64 
ONDS Ondas Holdings Inc.
+2.52%
+$4,472.52 
IBM International Business Machines Corporation
+2.45%
+$4,538.05 
REKR Rekor Systems Inc.
+2.13%
+$322.09 
UPS United Parcel Service, Inc.
+1.76%
+$11,877.32 
GORO Gold Resource Corporation
+1.71%
+$1.94M 
MCD McDonald's Corporation
+1.7%
+$9,077.88 
WMT Walmart Inc.
+1.66%
+$5,896.27 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.64%
+$3,875.85 
XLF Financial Select Sector SPDR Fund
+1.52%
+$4,872.93 
GLDM SPDR Gold MiniShares Trust
+1.42%
+$9,364.45 
SCHD Schwab U.S. Dividend Equity ETF
+1.29%
+$44,028.53 
MSFT Microsoft Corp.
+1.28%
+$21,324.05 
RSP Invesco S&P 500 Equal Weight ETF
+1.27%
+$10,843.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.24%
+$14,818.79 
TLH iShares 10-20 Year Treasury Bond ETF
+1.18%
+$4,717.26 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.15%
+$19,089.4 
VXF Vanguard Extended Market ETF
+1.06%
+$6,008.13 
PLUG Plug Power Inc.
+1.03%
+$157.5 
EFV iShares MSCI EAFE Value ETF
+0.86%
+$3,101.62 
XLP Consumer Staples Select Sector SPDR Fund
+0.81%
+$1,980.06 
MO Altria Group, Inc.
+0.8%
+$2,571.66 
MUB iShares National Muni Bond ETF
+0.79%
+$3,056 
DE Deere & Company
+0.77%
+$2,565.3 
EFG iShares MSCI EAFE Growth ETF
+0.75%
+$3,394.46 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$5,227.34 
MBB iShares MBS ETF
+0.65%
+$4,032.99 
IUSB iShares Core Universal USD Bond ETF
+0.55%
+$11,693.36 
FDVV Fidelity High Dividend ETF
+0.54%
+$1,489.29 
SPLV Invesco S&P 500 Low Volatility ETF
+0.53%
+$1,269.35 
GOVT iShares U.S. Treasury Bond ETF
+0.52%
+$3,497.84 
GOOGL Alphabet Inc
+0.5%
+$2,338.82 
AMZN Amazon.com Inc
+0.5%
+$2,129.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.48%
+$7,757.93 
BLCR iShares Large Cap Core ACT ETF
+0.42%
+$1,213.38 
GOOG Alphabet Inc
+0.42%
+$1,607.04 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$1,296 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.41%
+$1,212.95 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$1,876.22 
VOO Vanguard S&P 500 ETF
+0.35%
+$3,030.73 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.35%
+$13,791.65 
SPHQ Invesco S&P 500 Quality ETF
+0.34%
+$4,593.31 
IVV iShares Core S&P 500 ETF
+0.34%
+$8,316.98 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.3%
+$741.25 
PG Procter & Gamble Co
+0.27%
+$1,085.28 
CORO Ishares International Country Rotational Active ETF
+0.21%
+$420.45 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.17%
+$350.5 
CGSD Capital Group Short Duration Income ETF
+0.15%
+$1,513.09 
COST Costco Wholesale Corporation
+0.15%
+$1,589.75 
VZ Verizon Communications Inc.
+0.15%
+$456.17 
BINC iShares Flexible Income Active ETF
+0.14%
+$280.91 
META Meta Platforms Inc Class A
+0.13%
+$449.11 
USTB VictoryShares Short-Term Bond ETF
+0.11%
+$1,131.95 
BALT Inn Defined Wealth Shield Mutual Fund
+0.1%
+$1,575.7 
BUXX Strive Enhanced Income Short Duration Fund
+0.09%
+$1,027.73 
FBCG Fidelity Blue Chip Growth Fund
+0.06%
+$203.81 
THRO iShares U.S. Thematic Rotation Active ETF
+0.02%
+$52.54 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.02%
+$180.01 
JNJ Johnson & Johnson
+0.01%
+$34.59 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$419.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.01%
+$72.52 
IALT iShares Systematic Alternatives Active ETF
0%
$0 
RKLB Rocket Lab Corporation
-7.5%
-$10,855.8 
KEYS Keysight Technologies, Inc.
-4.82%
-$12,247.5 
PCT PureCycle Technologies, Inc.
-2.33%
-$14,373.98 
BAI iShares A.I. Innovation and Tech Active ETF
-1.93%
-$6,657.2 
CAT Caterpillar Inc.
-1.74%
-$10,538.94 
PANW Palo Alto Networks, Inc.
-1.59%
-$3,882.86 
ARTY iShares Future AI & Tech ETF
-1.41%
-$3,182.62 
NVDA NVIDIA Corporation
-1.4%
-$6,831.99 
TE T1 Energy Inc.
-1.38%
-$1,383.37 
MTUM iShares MSCI USA Momentum Factor ETF
-1.38%
-$4,082.4 
AMD Advanced Micro Devices, Inc.
-1.28%
-$6,556.53 
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
-1.22%
-$3,293.64 
SOXX iShares Semiconductor ETF
-1.16%
-$1,922.3 
SPMO Invesco S&P 500 Momentum ETF
-0.98%
-$1,906.18 
EEM iShares MSCI Emerging Markets ETF
-0.79%
-$2,559.69 
PWB Invesco Large Cap Growth ETF
-0.74%
-$12,656.76 
IEMG iShares Core MSCI Emerging Markets ETF
-0.72%
-$4,227.9 
CLSE Convergence Long/Short Equity Fund
-0.71%
-$10,643.05 
VGT Vanguard Information Technology ETF
-0.54%
-$2,344.32 
FTLS First Trust Long/Short Equity ETF
-0.43%
-$5,686.16 
IYW iShares U.S. Technology ETF
-0.37%
-$1,440 
DUK Duke Energy Corporation
-0.33%
-$870.8 
HECA Hedgeye Capital Allocation ETF
-0.16%
-$310.17 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$790.76 
QQQM Invesco NASDAQ 100 ETF
-0.14%
-$2,812.45 
JPM JPMorgan Chase & Co.
-0.06%
-$156.74 
WRBY Warby Parker Inc.
-0.04%
-$307.26 
AAPL Apple Inc.
0%
-$74.02 Events
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Dividends
Dividend Analysis
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| Trades 332 | Longs Won 195/332 58% | Profit Factor 20.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.76M |
| Average Win $534,113.33 | Best Trade (Oct 15) $86.52M | Sharpe Ratio -76.6 |
| Average Loss -$37,190.46 | Worst Trade (Oct 14) -$1.78M | Z-Score 2.79 (99.47%) |
| Commissions $0 | Avg. Trade Length 7m 6d | Expectancy $298,364.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.04% | 0.27% | 1.12% | 3.33% | 8.15% | 17.37% | 33.45% | 59.63% |
| Consecutive Losing Trades | 5,051 | 4,545 | 4,040 | 3,535 | 3,030 | 2,525 | 2,020 | 1,515 | 1,010 | 505 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,409 | $1.92M | $2.54M | - | $619,129.18 | 32.22% | -0.003% |
| AMD Advanced Micro Devices, Inc. | 900 | $522,819 | $507,181.47 | - | -$15,637.53 | -2.99% | -1.276% |
| AMZN Amazon.com Inc | 1,690 | $370,904.77 | $431,524.6 | - | $60,619.83 | 16.34% | +0.496% |
| ARTY iShares Future AI & Tech ETF | 3,075 | $234,192 | $222,614.62 | - | -$11,577.38 | -4.94% | -1.41% |
| BAI iShares A.I. Innovation and Tech Active ETF | 7,832 | $258,064.16 | $338,029.12 | - | $79,964.96 | 30.99% | -1.931% |
| BALT Inn Defined Wealth Shield Mutual Fund | 45,020 | $1.48M | $1.58M | - | $97,679.28 | 6.6% | +0.1% |
| BINC iShares Flexible Income Active ETF | 4,013 | $213,347.03 | $203,459.1 | - | -$9,887.93 | -4.63% | +0.138% |
| BLCR iShares Large Cap Core ACT ETF | 5,778 | $291,038 | $286,415.46 | - | -$4,622.54 | -1.59% | +0.425% |
| BRK-B Berkshire Hathaway Inc. | 600 | $297,274.32 | $317,106 | - | $19,831.68 | 6.67% | +0.41% |
| BUXX Strive Enhanced Income Short Duration Fund | 54,091 | $1.1M | $1.09M | - | -$5,247.5 | -0.48% | +0.094% |
| CAT Caterpillar Inc. | 811 | $456,323.15 | $596,883.83 | - | $140,560.68 | 30.8% | -1.735% |
| CGSD Capital Group Short Duration Income ETF | 40,349 | $1.04M | $1.02M | - | -$14,223.25 | -1.37% | +0.148% |
| CLSE Convergence Long/Short Equity Fund | 43,441 | $1.23M | $1.48M | - | $252,743.23 | 20.6% | -0.714% |
| CORO Ishares International Country Rotational Active ETF | 5,606 | $205,180 | $199,937.99 | - | -$5,242.01 | -2.55% | +0.211% |
| COST Costco Wholesale Corporation | 1,102 | $1.04M | $1.08M | - | $42,377.73 | 4.07% | +0.147% |
| DC Dakota Gold Corp | 445,441 | $2.03M | $2.43M | - | $398,669.69 | 19.67% | +3.912% |
| DE Deere & Company | 510 | $235,803.13 | $334,259.1 | - | $98,455.97 | 41.75% | +0.773% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 3,211 | $1.5M | $1.67M | - | $173,015.23 | 11.52% | +1.153% |
| DUK Duke Energy Corporation | 2,177 | $275,572 | $259,585.48 | - | -$15,986.52 | -5.8% | -0.334% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 12,001 | $730,626.86 | $833,529.45 | - | $102,902.59 | 14.08% | +0.022% |
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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 - $566,343.94. 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 $905,290.81 earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $99,494.8, iShares 0-3 Month Treasury Bond ETF - $88,010.24, iShares Core Universal USD Bond ETF - $62,082, United Parcel Service, Inc - $44,891.72, and Strive Enhanced Income Short Duration Fund - $39,412.89. 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 look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Michael Chadwick's strategy be considered aggressive or moderate?
Michael Chadwick's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Michael Chadwick's strategy?
Michael Chadwick's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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