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:
32.59%
Gain +0.56%
Monthly
1.42%
Yearly
18.39%
Drawdown
14.16%
$151.19M
Equity
Holdings
$151.19M
Investment
$120.21M
$32.04M
Profit +$703,496.56
Realized
$1.06M
Unrealized
$30.98M
Dividends
$4.35M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$703,496.56
Win %
81%
This Week
Compared To Last Week
Gain
0.03%
Profit
$39,200.82
Win %
81%
This Month
Compared to last month
Gain
-0.37%
Profit
-$556,122.01
Win %
81%
This Year
Compared to last year
Gain
1.72%
Profit
$2.56M
Win %
81%
GERN Geron Corporation
+6.76%
+$2 
BBY Best Buy Co., Inc.
+6.25%
+$113.52 
IAG Iamgold Corporation
+4.92%
+$7.6 
PYPL PayPal Holdings Inc
+3.51%
+$47.84 
NVDA NVIDIA Corporation
+3.31%
+$6,717.6 
FOX Fox Corporation Class B Common Stock
+2.85%
+$5.04 
HBAN Huntington Bancshares Incorporated
+2.65%
+$298.41 
TSN Tyson Foods Inc.
+2.57%
+$1,313.12 
DOW Dow Inc.
+2.56%
+$26.52 
DIS The Walt Disney Company
+2.3%
+$7.32 
META Meta Platforms Inc Class A
+2.25%
+$156.54 
ABT Abbott Laboratories
+2.11%
+$230 
USB U.S. Bancorp
+2.02%
+$19,215.37 
PSX Phillips 66
+2.01%
+$177.45 
PNC The PNC Financial Services Group, Inc.
+1.98%
+$47 
AMP Ameriprise Financial, Inc.
+1.86%
+$80.64 
BKNG Booking Holdings Inc.
+1.85%
+$86.76 
AVUV Avantis U.S. Small Cap Value ETF
+1.68%
+$50,435.88 
BA Boeing Company
+1.68%
+$539.76 
WWW Wolverine World Wide Inc.
+1.55%
+$9 
EFSC Enterprise Financial Services Corp.
+1.55%
+$295 
DHR Danaher Corporation
+1.51%
+$18.78 
V Visa Inc. Class A
+1.49%
+$55.5 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.47%
+$404.08 
IWN iShares Russell 2000 Value ETF
+1.45%
+$111.83 
BHF Brighthouse Financial Inc.
+1.44%
+$12.24 
IJS iShares S&P Small-Cap 600 Value ETF
+1.43%
+$3,832.68 
JNJ Johnson & Johnson
+1.3%
+$1,043.95 
PFE Pfizer Inc.
+1.28%
+$1,028.57 
DE Deere & Company
+1.24%
+$385.02 
PG Procter & Gamble Co
+1.24%
+$14.48 
GLDM SPDR Gold MiniShares Trust
+1.14%
+$822.9 
BRK-B Berkshire Hathaway Inc.
+1.11%
+$1,433.6 
IJR iShares Core S&P Small-Cap ETF
+1.11%
+$22,377.54 
IAU iShares Gold Trust
+1.06%
+$220.16 
TMO Thermo Fisher Scientific Inc.
+1.01%
+$42.56 
KO The Coca-Cola Company
+1%
+$1,850.64 
PEP PepsiCo, Inc.
+0.99%
+$13.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.97%
+$24,302.74 
BKR Baker Hughes Company
+0.94%
+$3 
BBWI Bath & Body Works, Inc.
+0.89%
+$1.65 
BX Blackstone Inc.
+0.87%
+$30.94 
EMR Emerson Electric Co.
+0.86%
+$356.87 
VOE Vanguard Mid-Cap Value ETF
+0.83%
+$613.89 
AVLV Avantis U.S. Large Cap Value ETF
+0.79%
+$5,740.18 
GOOGL Alphabet Inc
+0.79%
+$628.57 
TPR Tapestry Inc.
+0.77%
+$4.7 
BAC Bank of America Corporation
+0.71%
+$10,043.44 
MRK Merck & Co., Inc.
+0.69%
+$497.49 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.66%
+$19.35 
WMT Walmart Inc.
+0.66%
+$70.89 
VYM Vanguard High Dividend Yield ETF
+0.66%
+$33,327.29 
CAT Caterpillar Inc.
+0.64%
+$49.6 
IJH iShares Core S&P Mid-Cap ETF
+0.63%
+$6,318.21 
ECL Ecolab Inc.
+0.63%
+$14.08 
VB Vanguard Small-Cap ETF
+0.61%
+$76,262.82 
SDY SPDR S&P Dividend ETF
+0.59%
+$66.24 
VTV Vanguard Value ETF
+0.58%
+$42,982.47 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.57%
+$43,582.18 
GOOG Alphabet Inc
+0.56%
+$323.51 
AVGE FRCL 3 2022Q3 Hb Float
+0.56%
+$86.24 
COP ConocoPhillips
+0.55%
+$98.25 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.54%
+$258.39 
IWR iShares Russell Mid-Cap ETF
+0.54%
+$3,146.36 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.54%
+$28.32 
VYMI Vanguard International High Dividend Yield Index Fund
+0.53%
+$43,917.44 
NWS News Corporation
+0.53%
+$0.36 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.51%
+$64.84 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.5%
+$161.28 
EFV iShares MSCI EAFE Value ETF
+0.49%
+$5,714 
IUSV iShares Core S&P U.S. Value ETF
+0.49%
+$4,615.37 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.48%
+$5,011.12 
AVDV Avantis International Small Cap Value ETF
+0.48%
+$295.74 
MGC Vanguard Mega Cap ETF
+0.48%
+$31,612.77 
DFUS Dimensional U.S. Equity Market ETF
+0.47%
+$638.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.47%
+$64.6 
VEU Vanguard FTSE All-World ex-US ETF
+0.47%
+$21,227.3 
IXUS iShares Core International Stock ETF
+0.46%
+$22,613.56 
IWD iShares Russell 1000 Value ETF
+0.46%
+$122.85 
IEMG iShares Core MSCI Emerging Markets ETF
+0.44%
+$249.12 
IVV iShares Core S&P 500 ETF
+0.43%
+$11,266.63 
VXF Vanguard Extended Market ETF
+0.43%
+$32.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.42%
+$11,907.44 
SPY SPDR S&P 500 ETF Trust
+0.41%
+$1,557.87 
VT Vanguard Total World Stock ETF
+0.41%
+$1,787.28 
IEFA iShares Core MSCI EAFE ETF
+0.41%
+$326.83 
SCHB Schwab U.S. Broad Market ETF
+0.41%
+$984.36 
VOO Vanguard S&P 500 ETF
+0.41%
+$65,882.76 
IVE ISHARES S&P 500 VALUE ETF
+0.4%
+$1,091.47 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$47,418.18 
VO Vanguard Mid-Cap ETF
+0.37%
+$35,533.2 
VZ Verizon Communications Inc.
+0.37%
+$66.05 
JEPI JPMorgan Equity Premium Income Fund
+0.37%
+$23.52 
CB Chubb Limited
+0.36%
+$7.38 
AAPL Apple Inc.
+0.36%
+$793.37 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.36%
+$4,947.5 
FTV Fortive Corporation
+0.35%
+$2 
AEP American Electric Power Company, Inc.
+0.35%
+$295.41 
AMGN Amgen Inc.
+0.33%
+$21.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.29%
+$13,639.92 
LNG Cheniere Energy Inc.
+0.28%
+$20.5 
VUG Vanguard Growth ETF
+0.23%
+$609 
LLY Eli Lilly and Company
+0.23%
+$196.5 
IDV iShares International Select Dividend ETF
+0.17%
+$53.55 
UNP Union Pacific Corporation
+0.12%
+$3.5 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.12%
+$462.59 
EPD Enterprise Products Partners L.P.
+0.12%
+$22.86 
DBC Invesco DB Commodity Index Tracking Fund
+0.08%
+$117.1 
HD The Home Depot, Inc.
+0.07%
+$8.19 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.06%
+$16.14 
MCD McDonald's Corporation
+0.06%
+$0.87 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.06%
+$9.63 
PGX Invesco Preferred ETF
+0.05%
+$215.45 
AEE Ameren Corporation
+0.04%
+$54.4 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$597.55 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$1,286.5 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.03%
+$4,064.62 
VGT Vanguard Information Technology ETF
+0.03%
+$16.73 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$317 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.02%
+$9.67 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$150.58 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$9.35 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VSCO Victoria's Secret & Co.
0%
$0 
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity Exchange Traded Fund
0%
$0 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HCN
HCN
0%
$0 G200
G2004J103
0%
$0 
TEL TE Connectivity plc
-2.97%
-$86.52 
AMT American Tower Corporation
-2.26%
-$31.8 
ANF Abercrombie & Fitch Co.
-2.25%
-$15.8 
RTX RTX Corporation
-1.87%
-$68.94 
ADBE Adobe Inc.
-1.38%
-$23.64 
TSLA Tesla, Inc.
-1.18%
-$42.1 
CRM Salesforce Inc
-1.07%
-$27.7 
NOC Northrop Grumman Corporation
-1.01%
-$21.48 
CSCO Cisco Systems, Inc.
-0.91%
-$52 
COST Costco Wholesale Corporation
-0.82%
-$54.08 
MSFT Microsoft Corp.
-0.81%
-$507.5 
HONA Honeywell Aerospace Inc.
-0.66%
-$2.04 
AVGO Broadcom Inc.
-0.59%
-$74.8 
CXW CoreCivic Inc.
-0.55%
-$1.98 
XOM Exxon Mobil Corporation
-0.44%
-$23.36 
GRMN Garmin Ltd.
-0.37%
-$10.3 
CCJ Cameco Corporation
-0.29%
-$1.37 
ETN Eaton Corporation plc
-0.17%
-$3.96 
ZTS Zoetis Inc.
-0.06%
-$0.18 
AMZN Amazon.com Inc
-0.05%
-$11.44 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.04%
-$3.21 
JPM JPMorgan Chase & Co.
-0.04%
-$2.52 
ABBV AbbVie Inc.
-0.02%
-$8.8 Events
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Dividends
Dividend Analysis
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| Trades 507 | Longs Won 400/507 78% | Profit Factor 110.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $307,755.68 |
| Average Win $80,825.04 | Best Trade (Aug 28) $3.4M | Sharpe Ratio -10.69 |
| Average Loss -$2,735.64 | Worst Trade (Mar 31) -$51,732.84 | Z-Score 24.81 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $63,189.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 681 | $170,427.81 | $222,206.89 | - | $51,779.08 | 30.38% | +0.358% |
| ABBV AbbVie Inc. | 160 | $29,171.99 | $41,589.6 | - | $12,417.61 | 42.57% | -0.021% |
| ABT Abbott Laboratories | 100 | $11,311 | $11,123 | - | -$188 | -1.66% | +2.111% |
| ADBE Adobe Inc. | 6 | $1,231 | $1,692.84 | - | $461.84 | 37.52% | -1.377% |
| AEE Ameren Corporation | 1,360 | $121,239.29 | $144,336.8 | - | $23,097.51 | 19.05% | +0.038% |
| AEP American Electric Power Company, Inc. | 687 | $63,363 | $84,768.93 | - | $21,405.93 | 33.78% | +0.35% |
| AMGN Amgen Inc. | 15 | $3,910 | $6,593.4 | - | $2,683.4 | 68.63% | +0.329% |
| AMP Ameriprise Financial, Inc. | 8 | $3,671 | $4,421.76 | - | $750.76 | 20.45% | +1.858% |
| AMT American Tower Corporation | 8 | $1,309 | $1,376.36 | - | $67.36 | 5.15% | -2.258% |
| AMZN Amazon.com Inc | 88 | $20,216.36 | $22,421.52 | - | $2,205.16 | 10.91% | -0.051% |
| ANF Abercrombie & Fitch Co. | 5 | $630 | $687.6 | - | $57.6 | 9.14% | -2.246% |
| AVDV Avantis International Small Cap Value ETF | 558 | $43,842.23 | $62,490.42 | - | $18,648.19 | 42.53% | +0.476% |
| AVGE FRCL 3 2022Q3 Hb Float | 154 | $15,237 | $15,564.78 | - | $327.78 | 2.15% | +0.557% |
| AVGO Broadcom Inc. | 34 | $12,844 | $12,494.32 | - | -$349.68 | -2.72% | -0.595% |
| AVLV Avantis U.S. Large Cap Value ETF | 7,757 | $594,370.75 | $731,019.68 | - | $136,648.93 | 22.99% | +0.791% |
| AVUV Avantis U.S. Small Cap Value ETF | 24,132 | $2.4M | $3.05M | - | $647,324.6 | 27% | +1.684% |
| BA Boeing Company | 156 | $27,612 | $32,622.72 | - | $5,010.72 | 18.15% | +1.682% |
| BAC Bank of America Corporation | 22,826 | $1M | $1.43M | - | $421,824.18 | 42.05% | +0.71% |
| BBWI Bath & Body Works, Inc. | 10 | $201 | $187.75 | - | -$13.25 | -6.59% | +0.887% |
| BBY Best Buy Co., Inc. | 22 | $1,473 | $1,931.38 | - | $458.38 | 31.12% | +6.245% |
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FAQ
Which stocks have generated the highest profits for Melinda Trachsel?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core 1-5 Year USD Bond ETF - $671,706.86, VANGUARD FTSE DEVELOPED MARKETS ETF - $556,517.9, Vanguard Total International Stock Index Fund Investor Shares - $461,086.37, Vanguard International High Dividend Yield Index Fund - $345,733.62, and Vanguard S&P 500 ETF - $293,562.01. 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 - $2,940.25, Viatris Inc - $1,095.25, Invesco QQQ Trust, Series 1 - $641.87, The Real Estate Select Sector SPDR Fund - $559.98, and The Walt Disney Company - $499.33. 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 $4.35M earned over time. The largest contributors to dividend income include iShares Core 1-5 Year USD Bond ETF - $671,706.86, Vanguard Total International Stock Index Fund Investor Shares - $367,037.37, Vanguard International High Dividend Yield Index Fund - $345,733.62, VANGUARD FTSE DEVELOPED MARKETS ETF - $289,760.82, and Vanguard Short-Term Corporate Bond ETF - $254,448.23. 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.
