Melinda Trachsel Portfolio
Invests via Fiduciary Advisors Inc. | Managed by Todd Grizzle, Melinda Trachsel
Invests via Fiduciary Advisors Inc.
Managed by Todd Grizzle, Melinda Trachsel
Automatically Tracked
Veteran operator and investor focused on scaling consumer and enterprise technology companies. Melinda Trachsel combines operating leadership with venture and angel investing, advising growth-stage teams on go-to-market, product strategy and fundraising. Active in board and advisory roles, offers expertise in cross-functional execution, partnerships and commercialization. Relevant for deal sourcing, operational due diligence and growth-stage capital allocation.
Veteran operator and investor focused on scaling consumer and enterprise technology companies. Melinda Trachsel combines operating leadership with venture and angel investing, advising growth-stage teams on go-to-market, product strategy and fundraising. Active in board and advisory roles, offers expertise in cross-functional execution, partnerships and commercialization. Relevant for deal sourcing, operational due diligence and growth-stage capital allocation.
Investment Philosophy & Strategy
Veteran operator and investor focused on scaling consumer and enterprise technology companies. Melinda Trachsel combines operating leadership with venture and angel investing, advising growth-stage teams on go-to-market, product strategy and fundraising. Active in board and advisory roles, offers expertise in cross-functional execution, partnerships and commercialization. Relevant for deal sourcing, operational due diligence and growth-stage capital allocation.
Veteran operator and investor focused on scaling consumer and enterprise technology companies. Melinda Trachsel combines operating leadership with venture and angel investing, advising growth-stage teams on go-to-market, product strategy and fundraising. Active in board and advisory roles, offers expertise in cross-functional execution, partnerships and commercialization. Relevant for deal sourcing, operational due diligence and growth-stage capital allocation.
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:
28.83%
Gain
Monthly
1.18%
Yearly
15.16%
Drawdown
14.26%
$149.07M
Equity
Holdings
$149.07M
Investment
$125.8M
$28.42M
Profit -$250.2
Realized
$4.52M
Unrealized
$23.9M
Dividends
$4.89M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$250.2
Win %
76%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.18M
Win %
76%
This Month
Compared to last month
Gain
0.21%
Profit
$316,933.23
Win %
76%
This Year
Compared to last year
Gain
-0.32%
Profit
-$379,085.17
Win %
75%
RTX RTX Corporation
+3.73%
+$487.9 
LNG Cheniere Energy Inc.
+3.68%
+$257 
BP BP p.l.c. Sponsored ADR
+3.65%
+$161.07 
EPD Enterprise Products Partners L.P.
+3.51%
+$643.75 
COP ConocoPhillips
+3.37%
+$673.98 
TTE TotalEnergies SE
+3.22%
+$196.65 
SHEL Shell plc
+3%
+$264.35 
CVX Chevron Corporation
+2.58%
+$181.12 
BKR Baker Hughes Company
+2.39%
+$6.5 
USB U.S. Bancorp
+2.33%
+$20,849.06 
AEP American Electric Power Company, Inc.
+2.29%
+$1,957.95 
AEE Ameren Corporation
+2.24%
+$3,155.2 
KO The Coca-Cola Company
+2.06%
+$4,022.3 
IAG Iamgold Corporation
+1.86%
+$2.64 
TSN Tyson Foods Inc.
+1.59%
+$798.08 
PSX Phillips 66
+1.37%
+$138.95 
DBC Invesco DB Commodity Index Tracking Fund
+1.32%
+$2,033.24 
JPM JPMorgan Chase & Co.
+1.25%
+$259.78 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$1,615 
COST Costco Wholesale Corporation
+1.14%
+$144.3 
EFSC Enterprise Financial Services Corp.
+0.96%
+$173.28 
JNJ Johnson & Johnson
+0.9%
+$677.16 
VZ Verizon Communications Inc.
+0.88%
+$139.23 
ANF Abercrombie & Fitch Co.
+0.84%
+$6.4 
WMT Walmart Inc.
+0.8%
+$121.26 
BA Boeing Company
+0.78%
+$230.88 
V Visa Inc. Class A
+0.71%
+$77.22 
SDY SPDR S&P Dividend ETF
+0.71%
+$79.2 
ABBV AbbVie Inc.
+0.71%
+$303 
IDV iShares International Select Dividend ETF
+0.71%
+$216.6 
MRK Merck & Co., Inc.
+0.53%
+$382.07 
PFE Pfizer Inc.
+0.48%
+$400.54 
BHP BHP Group Ltd.
+0.47%
+$21.06 
AVDV Avantis International Small Cap Value ETF
+0.46%
+$394.94 
HD The Home Depot, Inc.
+0.45%
+$80.62 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.45%
+$56.98 
LLY Eli Lilly and Company
+0.43%
+$406.5 
AAPL Apple Inc.
+0.43%
+$1,112.52 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.36%
+$1,326.3 
TPR Tapestry Inc.
+0.36%
+$2.15 
VOE Vanguard Mid-Cap Value ETF
+0.26%
+$191.33 
VYMI Vanguard International High Dividend Yield Index Fund
+0.26%
+$28,236.78 
EFV iShares MSCI EAFE Value ETF
+0.23%
+$2,571.3 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.22%
+$24.15 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.21%
+$4,083.7 
VTV Vanguard Value ETF
+0.2%
+$14,291.2 
ABT Abbott Laboratories
+0.19%
+$20 
MA Mastercard Incorporated
+0.18%
+$6.6 
VYM Vanguard High Dividend Yield ETF
+0.17%
+$8,971.48 
FOX Fox Corporation Class B Common Stock
+0.14%
+$0.24 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$60.41 
UNP Union Pacific Corporation
+0.11%
+$11.55 
WELL Welltower Inc.
+0.09%
+$20.24 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.09%
+$4.32 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$1,664.6 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.09%
+$17.28 
CEFA Global X S&P Catholic Values Developed Markets ETF
+0.09%
+$339.44 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.06%
+$9,144.57 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$29.82 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$1,501.38 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.03%
+$20.32 
HSBC HSBC Holdings plc Sponsored ADR
+0.03%
+$2.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 G200
G2004J103
0%
$0 
GERN Geron Corporation
-4.88%
-$1.2 
ORCL Oracle Corporation
-4.65%
-$112.5 
AVGO Broadcom Inc.
-4.53%
-$467.4 
VSXY Victoria's Secret & Co.
-3.52%
-$9.57 
VGT Vanguard Information Technology ETF
-2.87%
-$1,677.78 
GOOGL Alphabet Inc
-2.47%
-$2,701.19 
GOOG Alphabet Inc
-2.32%
-$1,128 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.28%
-$578.4 
BOTZ Global X Robotics & Artificial Intelligence ETF
-2.13%
-$154.8 
VUG Vanguard Growth ETF
-2.06%
-$5,459.35 
CCJ Cameco Corporation
-2.06%
-$8.55 
MSFT Microsoft Corp.
-1.93%
-$1,589.67 
BHF Brighthouse Financial Inc.
-1.91%
-$14.88 
AMZN Amazon.com Inc
-1.87%
-$623.56 
VXF Vanguard Extended Market ETF
-1.8%
-$132.8 
CXW CoreCivic Inc.
-1.79%
-$6.16 
IEMG iShares Core MSCI Emerging Markets ETF
-1.67%
-$899.6 
BBY Best Buy Co., Inc.
-1.64%
-$16.94 
BBWI Bath & Body Works, Inc.
-1.47%
-$3 
NVDA NVIDIA Corporation
-1.43%
-$3,298.4 
DE Deere & Company
-1.35%
-$414.07 
MGC Vanguard Mega Cap ETF
-1.28%
-$86,715.72 
VB Vanguard Small-Cap ETF
-1.27%
-$159,176.5 
DFUS Dimensional U.S. Equity Market ETF
-1.19%
-$2,159 
SCHB Schwab U.S. Broad Market ETF
-1.18%
-$2,879.1 
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity Exchange Traded Fund
-1.17%
-$1,143.85 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.15%
-$32,825.12 
WWW Wolverine World Wide Inc.
-1.15%
-$6.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.15%
-$11,894.59 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.13%
-$15,266.07 
GS The Goldman Sachs Group, Inc.
-1.12%
-$120.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.11%
-$153.52 
SPY SPDR S&P 500 ETF Trust
-1.11%
-$4,227.3 
VOO Vanguard S&P 500 ETF
-1.1%
-$176,254.98 
IVV iShares Core S&P 500 ETF
-1.09%
-$28,696.2 
NVO Novo Nordisk A/S Sponsored ADR
-0.99%
-$58.5 
IWR iShares Russell Mid-Cap ETF
-0.98%
-$5,675.28 
ASML ASML Holding N.V. New York Registry Shares
-0.96%
-$143.28 
VT Vanguard Total World Stock ETF
-0.94%
-$4,057.27 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.94%
-$27 
IJR iShares Core S&P Small-Cap ETF
-0.93%
-$18,001.92 
TMO Thermo Fisher Scientific Inc.
-0.93%
-$19.47 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$8,583.64 
BAC Bank of America Corporation
-0.91%
-$10,728.22 
MS Morgan Stanley
-0.86%
-$140.4 
IWN iShares Russell 2000 Value ETF
-0.85%
-$62.65 
FCX Freeport-McMoRan Inc.
-0.74%
-$95.16 
CAT Caterpillar Inc.
-0.66%
-$141.52 
VO Vanguard Mid-Cap ETF
-0.61%
-$53,440.38 
IJS iShares S&P Small-Cap 600 Value ETF
-0.6%
-$1,459.38 
AVGE FRCL 3 2022Q3 Hb Float
-0.58%
-$600.88 
VEU Vanguard FTSE All-World ex-US ETF
-0.56%
-$24,684.06 
NWS News Corporation
-0.54%
-$0.36 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.53%
-$140.42 
HBAN Huntington Bancshares Incorporated
-0.52%
-$55.36 
IXUS iShares Core International Stock ETF
-0.52%
-$24,226.24 
PGX Invesco Preferred ETF
-0.5%
-$2,112.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$78,231.69 
EMR Emerson Electric Co.
-0.42%
-$191.08 
AMGN Amgen Inc.
-0.35%
-$23.1 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.33%
-$80.7 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.32%
-$4,107.04 
AVUV Avantis U.S. Small Cap Value ETF
-0.3%
-$13,136.76 
EUFN iShares MSCI Europe Financials ETF
-0.28%
-$30.25 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.28%
-$14.42 
ISRG Intuitive Surgical, Inc.
-0.27%
-$15.08 
AVLV Avantis U.S. Large Cap Value ETF
-0.27%
-$1,944.25 
IAU iShares Gold Trust
-0.17%
-$33.28 
GLDM SPDR Gold MiniShares Trust
-0.16%
-$109.72 
GRMN Garmin Ltd.
-0.15%
-$4.3 
IWD iShares Russell 1000 Value ETF
-0.14%
-$36.75 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.12%
-$7,989.31 
DIS The Walt Disney Company
-0.12%
-$0.39 
IEFA iShares Core MSCI EAFE ETF
-0.09%
-$72.63 
AXP American Express Company
-0.09%
-$8.4 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$231.6 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.08%
-$25.7 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.03%
-$15.66 
IUSV iShares Core S&P U.S. Value ETF
-0.02%
-$159.62 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 602 | Longs Won 440/602 73% | Profit Factor 45.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $255,142 |
| Average Win $66,058.1 | Best Trade (Oct 17) $2.93M | Sharpe Ratio -8.87 |
| Average Loss -$3,982.68 | Worst Trade (Oct 17) -$81,644.36 | Z-Score 14.39 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $47,209.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 762 | $197,391.46 | $261,716.52 | - | $64,325.06 | 32.59% | +0.427% |
| ABBV AbbVie Inc. | 150 | $27,394.96 | $42,813 | - | $15,418.04 | 56.28% | +0.713% |
| ABT Abbott Laboratories | 100 | $11,311 | $10,488 | - | -$823 | -7.28% | +0.191% |
| AEE Ameren Corporation | 1,360 | $121,239.29 | $144,268.8 | - | $23,029.51 | 19% | +2.236% |
| AEP American Electric Power Company, Inc. | 687 | $63,363 | $87,345.18 | - | $23,982.18 | 37.85% | +2.293% |
| AMGN Amgen Inc. | 15 | $3,910 | $6,487.35 | - | $2,577.35 | 65.92% | -0.355% |
| AMZN Amazon.com Inc | 131 | $30,929.93 | $32,750 | - | $1,820.07 | 5.88% | -1.868% |
| ANF Abercrombie & Fitch Co. | 5 | $630 | $766.35 | - | $136.35 | 21.64% | +0.842% |
| ASML ASML Holding N.V. New York Registry Shares | 9 | $16,306 | $14,773.68 | - | -$1,532.32 | -9.4% | -0.961% |
| AVDV Avantis International Small Cap Value ETF | 806 | $70,971.77 | $86,886.8 | - | $15,915.03 | 22.42% | +0.457% |
| AVGE FRCL 3 2022Q3 Hb Float | 1,036 | $101,992.26 | $102,263.56 | - | $271.3 | 0.27% | -0.584% |
| AVGO Broadcom Inc. | 30 | $11,332.94 | $9,862.5 | - | -$1,470.44 | -12.97% | -4.525% |
| AVLV Avantis U.S. Large Cap Value ETF | 7,777 | $596,179.49 | $724,272.01 | - | $128,092.52 | 21.49% | -0.268% |
| AVUV Avantis U.S. Small Cap Value ETF | 36,491 | $3.85M | $4.38M | - | $528,438.91 | 13.71% | -0.299% |
| AXP American Express Company | 30 | $9,123 | $9,407.7 | - | $284.7 | 3.12% | -0.089% |
| BA Boeing Company | 156 | $27,612 | $29,672.76 | - | $2,060.76 | 7.46% | +0.784% |
| BAC Bank of America Corporation | 22,826 | $1M | $1.17M | - | $166,172.98 | 16.56% | -0.909% |
| BBWI Bath & Body Works, Inc. | 10 | $201 | $201.4 | - | $0.4 | 0.2% | -1.468% |
| BBY Best Buy Co., Inc. | 11 | $736.5 | $1,018.93 | - | $282.43 | 38.35% | -1.635% |
| BHF Brighthouse Financial Inc. | 16 | $769 | $764.32 | - | -$4.68 | -0.61% | -1.91% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Melinda Trachsel?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $3.03M, iShares Core 1-5 Year USD Bond ETF - $719,723.63, Vanguard FTSE Emerging Markets ETF - $580,330.29, Vanguard Total International Stock Index Fund Investor Shares - $482,555.12, and Vanguard S&P 500 ETF - $429,368.63. 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: Vanguard Extended Market ETF - $2,922.34, Viatris Inc - $1,095.25, Tesla, Inc - $657.9, Invesco QQQ Trust, Series 1 - $641.87, and The Real Estate Select Sector SPDR Fund - $559.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Melinda Trachsel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.89M earned over time. The largest contributors to dividend income include iShares Core 1-5 Year USD Bond ETF - $719,723.63, Vanguard International High Dividend Yield Index Fund - $409,806.03, Vanguard Total International Stock Index Fund Investor Shares - $388,506.12, VANGUARD FTSE DEVELOPED MARKETS ETF - $308,628.72, and Vanguard Short-Term Corporate Bond ETF - $284,835.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Melinda Trachsel's monthly returns?
Melinda Trachsel's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Melinda Trachsel's strategy be considered aggressive or moderate?
Melinda Trachsel's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Melinda Trachsel's strategy?
Melinda Trachsel's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
