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

Tracking: 0 Updated: Yesterday at 02:30 PM

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.

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:

8.29%

Gain

Monthly

0.84%

Yearly

8.29%

Drawdown

29.65%

$103.41M

Equity

Holdings

$103.41M

Investment

$90.76M

$21.42M

Profit +$6.17M

Realized

$8.77M

Unrealized

$12.65M

Dividends

$648,003.76

Goals

Avg. 48% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

96%

Today

Compared To Yesterday

Gain

Profit

$6.17M

Win %

67%

This Week

Compared To Last Week

Gain

-8.43%

Profit

-$9.52M

Win %

67%

This Month

Compared to last month

Gain

-8.34%

Profit

-$9.4M

Win %

67%

This Year

Compared to last year

Gain

-0.71%

Profit

-$739,109.61

Win %

65%

Gainers
Losers

GORO Gold Resource Corporation

+19.41%

+$6.39M

EOSE Eos Energy Enterprises Inc.

+5.93%

+$15,118.49

VXX iPath Series B S&P 500 VIX Short-Term Futures ETN

+4.15%

+$12,210.8

PLUG Plug Power Inc.

+3.02%

+$682.5

T AT&T Inc.

+1.91%

+$3,239.04

BRK-B Berkshire Hathaway Inc.

+1.6%

+$4,247.67

ORCL Oracle Corporation

+1.49%

+$10,324.85

LUXE Luxexperience B.V.

+1.36%

+$2,667.5

DE Deere & Company

+1.08%

+$3,294.59

WMT Walmart Inc.

+0.92%

+$3,231.47

MVIS Microvision Inc.

+0.81%

+$90

PG Procter & Gamble Co

+0.66%

+$1,497.45

SPLV Invesco S&P 500 Low Volatility ETF

+0.62%

+$1,582.56

SCHD Schwab U.S. Dividend Equity ETF

+0.55%

+$17,923.58

NOBL ProShares S&P 500 Dividend Aristocrats ETF

+0.54%

+$6,601.76

GLDM SPDR Gold MiniShares Trust

+0.46%

+$2,552.4

TLH iShares 10-20 Year Treasury Bond ETF

+0.42%

+$1,826.83

UPS United Parcel Service, Inc.

+0.4%

+$3,179.55

HD The Home Depot, Inc.

+0.37%

+$1,839.52

JPM JPMorgan Chase & Co.

+0.34%

+$838.36

HECA Hedgeye Capital Allocation ETF

+0.29%

+$702.8

MBB iShares MBS ETF

+0.25%

+$1,327.05

GOVT iShares U.S. Treasury Bond ETF

+0.24%

+$1,482.53

IVE ISHARES S&P 500 VALUE ETF

+0.22%

+$1,610.93

IUSB iShares Core Universal USD Bond ETF

+0.17%

+$2,688.96

COST Costco Wholesale Corporation

+0.13%

+$1,312.56

SLV iShares Silver Trust

+0.1%

+$225

RSP Invesco S&P 500 Equal Weight ETF

+0.1%

+$838.33

WRBY Warby Parker Inc.

+0.09%

+$681.98

IAGG iShares International Aggregate Bond Fund

+0.05%

+$157.05

SGOV iShares 0-3 Month Treasury Bond ETF

+0.03%

+$864.98

MUB iShares National Muni Bond ETF

+0.01%

+$17.73

BUXX Strive Enhanced Income Short Duration Fund

DADS

DC Dakota Gold Corp

KAMO

SVM Silvercorp Metals Inc.

REKR Rekor Systems Inc.

-4.25%

-$1,733.01

ONDS Ondas Holdings Inc.

-3.53%

-$7,131.31

GOOGL Alphabet Inc

-2.39%

-$8,493.47

GOOG Alphabet Inc

-2.36%

-$9,335.34

IBM International Business Machines Corporation

-2.31%

-$4,433.9

TE T1 Energy Inc.

-2.02%

-$4,678.56

MSFT Microsoft Corp.

-2.01%

-$23,100.75

BAI iShares A.I. Innovation and Tech Active ETF

-1.78%

-$6,171.55

EQX Equinox Gold Corp.

-1.77%

-$12,958.62

NVDA NVIDIA Corporation

-1.74%

-$8,808.38

EXK Endeavour Silver Corp.

-1.67%

-$8,784.87

SKE Skeena Resources Ltd.

-1.62%

-$26,025.57

EEM iShares MSCI Emerging Markets ETF

-1.56%

-$3,843

IEMG iShares Core MSCI Emerging Markets ETF

-1.55%

-$10,080.85

QQQM Invesco NASDAQ 100 ETF

-1.3%

-$24,949.79

QQQ Invesco QQQ Trust, Series 1

-1.26%

-$6,608.2

PAAS Pan American Silver Corp.

-1.25%

-$2,220.22

PWB Invesco Large Cap Growth ETF

-1.25%

-$21,167.34

SILJ Amplify Junior Silver Miners ETF

-1.22%

-$4,355.82

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

-1.12%

-$8,615.37

EFG iShares MSCI EAFE Growth ETF

-1.07%

-$4,170.57

FBCG Fidelity Blue Chip Growth Fund

-1.05%

-$3,743.36

VGT Vanguard Information Technology ETF

-0.98%

-$4,165.64

QUAL iShares MSCI USA Quality Factor ETF

-0.9%

-$2,803.68

PCT PureCycle Technologies, Inc.

-0.82%

-$10,819.3

PDI Pimco Dynamic Income Fund

-0.79%

-$1,363.18

SPHQ Invesco S&P 500 Quality ETF

-0.77%

-$9,991.37

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.61%

-$8,180.3

VOO Vanguard S&P 500 ETF

-0.6%

-$5,236.53

SPY SPDR S&P 500 ETF Trust

-0.58%

-$2,166.18

IVV iShares Core S&P 500 ETF

-0.57%

-$7,789.63

AMZN Amazon.com Inc

-0.55%

-$2,158.32

BTG B2Gold Corp

-0.55%

-$724.84

SPYM State Street SPDR Portfolio S&P 500 ETF

-0.53%

-$20,753.32

KEYS Keysight Technologies, Inc.

-0.53%

-$1,171.5

AAPL Apple Inc.

-0.44%

-$10,636.83

MTUM iShares MSCI USA Momentum Factor ETF

-0.41%

-$1,317.96

DYNF iShares U.S. Equity Factor Rotation Active ETF

-0.39%

-$2,635.95

THRO iShares U.S. Thematic Rotation Active ETF

-0.38%

-$1,027.84

NFGC New Found Gold Corp.

-0.36%

-$51.4

EFV iShares MSCI EAFE Value ETF

-0.34%

-$1,919.66

NAC Nuveen California Quality Municipal Income Fund

-0.25%

-$357.03

BALT Inn Defined Wealth Shield Mutual Fund

-0.22%

-$3,899.7

VXF Vanguard Extended Market ETF

-0.19%

-$1,139.88

CLSE Convergence Long/Short Equity Fund

-0.18%

-$2,282.94

VFH Vanguard Financials ETF (primary ticker: VFH)

-0.11%

-$261.75

MCD McDonald's Corporation

-0.1%

-$574.73

CAT Caterpillar Inc.

-0.09%

-$540.53

FDVV Fidelity High Dividend ETF

-0.07%

-$198.27

DIA SPDR Dow Jones Industrial Average ETF Trust

-0.04%

-$719.25

XLF Financial Select Sector SPDR Fund

-0.04%

-$101.72

FTLS First Trust Long/Short Equity ETF

-0.03%

-$301.56

BINC iShares Flexible Income Active ETF

-0.01%

-$29.45

Events

Dividends

Dividend Analysis

No Data

Trades 239	Longs Won 150/239 62%	Profit Factor 5.86
Profitability	Shorts Won 0/0 0%	Standard Deviation $742,354.38
Average Win $172,147.07	Best Trade (Jul 10) $17.54M	Sharpe Ratio -497.05
Average Loss -$49,474.84	Worst Trade (Jul 17) -$1.42M	Z-Score 4.55 (100%)
Commissions $0	Avg. Trade Length 6m 6d	Expectancy $89,618.41

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%	0.06%	2.92%
Consecutive Losing Trades	2,092	1,883	1,674	1,464	1,255	1,046	837	628	418	209

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Returns

Overall, Monthly

Holdings
History

Positions (90)
Options (0)

Option values are updated at end of day.

No Data

Trades (78)
Options (0)

No Data

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Michael Chadwick Portfolio

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