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:
0.95%
Gain
Monthly
0.05%
Yearly
0.62%
Drawdown
22.4%
$145.57M
Equity
Holdings
$145.57M
Investment
$117.76M
$28.77M
Profit -$628,803.72
Realized
$951,212.01
Unrealized
$27.82M
Dividends
$4.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$628,803.72
Win %
82%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$918,233.63
Win %
82%
This Month
Compared to last month
Gain
-0.5%
Profit
-$726,231.44
Win %
82%
This Year
Compared to last year
Gain
9.39%
Profit
$12.49M
Win %
83%
MRK Merck & Co., Inc.
+2.92%
+$1,689.69 
GERN Geron Corporation
+2.84%
+$0.81 
COP ConocoPhillips
+2.4%
+$295.39 
ABT Abbott Laboratories
+2.29%
+$226.5 
PSX Phillips 66
+2.22%
+$156.45 
ABBV AbbVie Inc.
+2.06%
+$786 
WMT Walmart Inc.
+1.99%
+$164.81 
JNJ Johnson & Johnson
+1.94%
+$1,440.45 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$2,278.75 
VZ Verizon Communications Inc.
+1.79%
+$280.25 
TSN Tyson Foods Inc.
+1.68%
+$901.55 
DE Deere & Company
+1.65%
+$455.4 
AEE Ameren Corporation
+1.62%
+$2,488.8 
AEP American Electric Power Company, Inc.
+1.39%
+$1,270.95 
AMGN Amgen Inc.
+1.38%
+$76.8 
EMR Emerson Electric Co.
+1.36%
+$531.09 
DBC Invesco DB Commodity Index Tracking Fund
+1.28%
+$471.58 
PFE Pfizer Inc.
+1.27%
+$887.36 
VSCO Victoria's Secret & Co.
+1.26%
+$3.12 
BBY Best Buy Co., Inc.
+1.22%
+$22.88 
BBWI Bath & Body Works, Inc.
+1.11%
+$2.35 
COST Costco Wholesale Corporation
+1%
+$28.32 
LLY Eli Lilly and Company
+0.98%
+$858.75 
LNG Cheniere Energy Inc.
+0.93%
+$60.25 
HD The Home Depot, Inc.
+0.9%
+$97.03 
SDY SPDR S&P Dividend ETF
+0.84%
+$107.42 
USB U.S. Bancorp
+0.73%
+$7,312.73 
FOX Fox Corporation Class B Common Stock
+0.71%
+$1.09 
VOE Vanguard Mid-Cap Value ETF
+0.68%
+$496.23 
IDV iShares International Select Dividend ETF
+0.61%
+$231.14 
VTV Vanguard Value ETF
+0.6%
+$42,133.08 
NWS News Corporation
+0.58%
+$0.38 
BA Boeing Company
+0.5%
+$166.92 
IAU iShares Gold Trust
+0.47%
+$89.6 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$22,447.94 
WWW Wolverine World Wide Inc.
+0.43%
+$2.4 
EPD Enterprise Products Partners L.P.
+0.4%
+$75.15 
IUSV iShares Core S&P U.S. Value ETF
+0.35%
+$3,729.6 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.3%
+$96.71 
IVE ISHARES S&P 500 VALUE ETF
+0.29%
+$784.35 
IWD iShares Russell 1000 Value ETF
+0.25%
+$68.04 
AGG iShares Core U.S. Aggregate Bond ETF
+0.23%
+$329.82 
BHF Brighthouse Financial Inc.
+0.23%
+$2.4 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.23%
+$24.24 
BND Vanguard Total Bond Market Index Fund
+0.22%
+$2,365.12 
IWN iShares Russell 2000 Value ETF
+0.21%
+$16.8 
BAC Bank of America Corporation
+0.2%
+$2,853.25 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.2%
+$35.31 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$937.05 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$2,364.45 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$4,822.3 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$29.59 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.08%
+$10,139.36 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.08%
+$2,075.19 
VO Vanguard Mid-Cap ETF
+0.07%
+$6,481.64 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.04%
+$123 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.03%
+$15.98 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.02%
+$19.44 
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity Exchange Traded Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
-3.66%
-$278.2 
CCJ Cameco Corporation
-2.96%
-$12.95 
NVDA NVIDIA Corporation
-2.72%
-$4,833.48 
IEMG iShares Core MSCI Emerging Markets ETF
-2.3%
-$1,245.6 
GOOG Alphabet Inc
-2.17%
-$1,082.88 
GOOGL Alphabet Inc
-2.14%
-$1,573.2 
VWO Vanguard FTSE Emerging Markets ETF
-2.11%
-$39,259.64 
CCL Carnival Corporation Ltd.
-1.97%
-$53 
VGT Vanguard Information Technology ETF
-1.97%
-$1,260 
MSFT Microsoft Corp.
-1.97%
-$718.75 
IAG Iamgold Corporation
-1.9%
-$2.16 
VUG Vanguard Growth ETF
-1.87%
-$4,937.76 
AVDV Avantis International Small Cap Value ETF
-1.38%
-$829.4 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.35%
-$56,820.98 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$19.95 
IXUS iShares Core International Stock ETF
-1.2%
-$58,373.54 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$135,022.14 
VEU Vanguard FTSE All-World ex-US ETF
-1.14%
-$50,871.86 
KO The Coca-Cola Company
-1.08%
-$1,920.96 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.08%
-$4,122.9 
CXW CoreCivic Inc.
-1.08%
-$3.63 
MGC Vanguard Mega Cap ETF
-0.98%
-$64,660.32 
TPR Tapestry Inc.
-0.94%
-$6.75 
VT Vanguard Total World Stock ETF
-0.9%
-$4,696.71 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.89%
-$44.88 
DFUS Dimensional U.S. Equity Market ETF
-0.85%
-$1,131.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.85%
-$62,804.63 
IVV iShares Core S&P 500 ETF
-0.81%
-$21,611.03 
SCHB Schwab U.S. Broad Market ETF
-0.81%
-$1,921.95 
VOO Vanguard S&P 500 ETF
-0.81%
-$122,906.67 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.81%
-$11,093.08 
BKR Baker Hughes Company
-0.81%
-$2.27 
AMZN Amazon.com Inc
-0.79%
-$79 
SPY SPDR S&P 500 ETF Trust
-0.79%
-$2,912.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.78%
-$104.88 
EFSC Enterprise Financial Services Corp.
-0.77%
-$159.53 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$8,149.59 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$20,519.86 
IEFA iShares Core MSCI EAFE ETF
-0.72%
-$526.4 
AAPL Apple Inc.
-0.7%
-$1,624.01 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.69%
-$321.03 
DIS The Walt Disney Company
-0.42%
-$16.18 
VXF Vanguard Extended Market ETF
-0.41%
-$31.04 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$7,218.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.28%
-$8.55 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$2,822 
VYMI Vanguard International High Dividend Yield Index Fund
-0.23%
-$17,707.25 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$2,504.7 
VB Vanguard Small-Cap ETF
-0.23%
-$28,400.2 
HBAN Huntington Bancshares Incorporated
-0.22%
-$27.16 
IJS iShares S&P Small-Cap 600 Value ETF
-0.21%
-$597.11 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.2%
-$25.55 
AVUV Avantis U.S. Small Cap Value ETF
-0.16%
-$4,668.26 
PGX Invesco Preferred ETF
-0.14%
-$1,273.32 
IWR iShares Russell Mid-Cap ETF
-0.08%
-$474.66 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.08%
-$22.42 
ANF Abercrombie & Fitch Co.
-0.05%
-$0.25 
GRMN Garmin Ltd.
-0.04%
-$1.05 
AVLV Avantis U.S. Large Cap Value ETF
-0.04%
-$270.65 
MUNY Vanguard New York Tax-Exempt Bond Fund
0%
-$0.43 Events
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Dividends
Dividend Analysis
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| Trades 397 | Longs Won 315/397 79% | Profit Factor 145.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $308,513.78 |
| Average Win $91,962.89 | Best Trade (Jul 15) $3.06M | Sharpe Ratio -10.1 |
| Average Loss -$2,435.68 | Worst Trade (Mar 31) -$51,732.84 | Z-Score 21.4 (100%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $72,464.95 |
| 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 | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
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Returns
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Option values are updated at end of day.
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