Alexander Eichhorn Portfolio
Invests via Tanager Wealth Management LLP | Managed by Kristopher Heck
Invests via Tanager Wealth Management LLP
Managed by Kristopher Heck
Automatically Tracked
Alexander Eichhorn Profile
A seasoned entrepreneur, Alexander Eichhorn has made significant strides in the technology and startup ecosystem. With a focus on innovation and operational excellence, he co-founded several ventures that leverage cutting-edge technologies to address market needs. His leadership style is characterized by fostering agile environments that prioritize growth and scalability. Drawing on extensive experience in launching tech-focused initiatives, he effectively navigates complex business landscapes to enhance value creation. This dynamic approach has positioned him as a noteworthy figure within investment circles focused on early-stage companies with disruptive potential.
A seasoned entrepreneur, Alexander Eichhorn has made significant strides in the technology and startup ecosystem. With a focus on innovation and operational excellence, he co-founded several ventures that leverage cutting-edge technologies to address market needs. His leadership style is characterized by fostering agile environments that prioritize growth and scalability. Drawing on extensive experience in launching tech-focused initiatives, he effectively navigates complex business landscapes to enhance value creation. This dynamic approach has positioned him as a noteworthy figure within investment circles focused on early-stage companies with disruptive potential.
Investment Philosophy & Strategy
With a keen eye for disruption, Alexander Eichhorn is adept at identifying transformative opportunities within the technology landscape. His entrepreneurial journey emphasizes innovation and scalability, positioning early-stage ventures to harness emerging trends effectively. A focus on operational efficiency enables him to optimize resource allocation while fostering growth across his portfolio. By emphasizing agility in organizational structures, he equips startups with the resilience needed to adapt and thrive in competitive markets. This strategic orientation not only enhances their market positioning but also underscores a commitment to sustainable value creation.
With a keen eye for disruption, Alexander Eichhorn is adept at identifying transformative opportunities within the technology landscape. His entrepreneurial journey emphasizes innovation and scalability, positioning early-stage ventures to harness emerging trends effectively. A focus on operational efficiency enables him to optimize resource allocation while fostering growth across his portfolio. By emphasizing agility in organizational structures, he equips startups with the resilience needed to adapt and thrive in competitive markets. This strategic orientation not only enhances their market positioning but also underscores a commitment to sustainable value creation.
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:
98.85%
Gain +1.57%
Monthly
1.09%
Yearly
13.95%
Drawdown
25.1%
$1.16B
Equity
Holdings
$1.16B
Investment
$924.22M
$260.33M
Profit +$8.75M
Realized
$24.39M
Unrealized
$235.95M
Dividends
$68.39M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.57%
Profit
$8.75M
Win %
71%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$9.24M
Win %
71%
This Month
Compared to last month
Gain
-0.45%
Profit
-$5.23M
Win %
71%
This Year
Compared to last year
Gain
1.14%
Profit
$13.05M
Win %
71%
DELL Dell Technologies Inc.
+10.7%
+$130,777.19 
FIX Comfort Systems USA, Inc.
+4.86%
+$11,436.69 
ANET Arista Networks, Inc.
+4.77%
+$10,956.16 
MRVL Marvell Technology, Inc.
+4.02%
+$6,747.07 
ETN Eaton Corporation plc
+3.91%
+$9,696.01 
SHOP Shopify Inc.
+3.55%
+$8,593.86 
TXN Texas Instruments Inc
+3.41%
+$9,403.95 
GEV GE Vernova Inc.
+3.41%
+$6,261.54 
INTC Intel Corporation
+2.86%
+$10,412.18 
IBM International Business Machines Corporation
+2.64%
+$8,860.11 
CSCO Cisco Systems, Inc.
+2.4%
+$7,274.37 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.37%
+$3,201.5 
ISRG Intuitive Surgical, Inc.
+2.23%
+$6,015.44 
PM Philip Morris International Inc.
+2.09%
+$70,487.35 
AMD Advanced Micro Devices, Inc.
+2.06%
+$23,077.6 
GOOGL Alphabet Inc
+1.99%
+$236,266.32 
POWL Powell Industries Inc.
+1.98%
+$3,541.94 
GOOG Alphabet Inc
+1.93%
+$853,868.8 
PSX Phillips 66
+1.92%
+$16,604.8 
VPL Vanguard FTSE Pacific ETF
+1.9%
+$578,773.21 
CAT Caterpillar Inc.
+1.83%
+$8,148.45 
IPAC iShares Core MSCI Pacific ETF
+1.73%
+$17,013.78 
AMZN Amazon.com Inc
+1.7%
+$86,476.04 
AAPL Apple Inc.
+1.69%
+$372,848.43 
ASML ASML Holding N.V. New York Registry Shares
+1.63%
+$8,945.42 
GLW Corning Incorporated
+1.62%
+$2,637.35 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+1.42%
+$4,033.05 
ABBV AbbVie Inc.
+1.4%
+$14,801.22 
GLD SPDR Gold Shares
+1.33%
+$6,043.74 
JNJ Johnson & Johnson
+1.31%
+$7,857.48 
MAR Marriott International Inc. - Class A
+1.31%
+$7,060.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.24%
+$961,281.02 
KLAC KLA Corporation
+1.24%
+$6,121.05 
FER Ferrovial SE
+1.23%
+$2,367.36 
IEMG iShares Core MSCI Emerging Markets ETF
+1.21%
+$27,402.7 
META Meta Platforms Inc Class A
+1.21%
+$63,455.58 
VGT Vanguard Information Technology ETF
+1.2%
+$6,094.08 
NVDA NVIDIA Corporation
+1.2%
+$57,638.14 
DFAE Dimensional Emerging Core Equity Market ETF
+1.2%
+$7,129.75 
VSGX Vanguard ESG International Stock ETF
+1.18%
+$2,446.34 
TMO Thermo Fisher Scientific Inc.
+1.17%
+$6,582.17 
PG Procter & Gamble Co
+1.16%
+$10,169.16 
IEFA iShares Core MSCI EAFE ETF
+1.13%
+$126,561.09 
VUG Vanguard Growth ETF
+1.07%
+$10,211.29 
IWF iShares Russell 1000 Growth ETF
+1.05%
+$4,526.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.05%
+$76,189.75 
CVX Chevron Corporation
+1.05%
+$21,247.44 
DIS The Walt Disney Company
+1.02%
+$2,722.97 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.02%
+$63,413.37 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.96%
+$2,453.2 
HD The Home Depot, Inc.
+0.96%
+$6,387.4 
AXP American Express Company
+0.95%
+$9,351.39 
IWO iShares Russell 2000 Growth ETF
+0.95%
+$1,868.4 
PFXF VanEck Preferred Securities ex Financials ETF
+0.93%
+$252,504.78 
IWB iShares Russell 1000 ETF
+0.93%
+$14,784 
DFSI Dimensional International Sustainability Core 1 ETF
+0.92%
+$3,366.43 
IVV iShares Core S&P 500 ETF
+0.92%
+$12,498.12 
SPY SPDR S&P 500 ETF Trust
+0.92%
+$18,840.67 
VOO Vanguard S&P 500 ETF
+0.91%
+$80,479.65 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.91%
+$701,915.06 
VT Vanguard Total World Stock ETF
+0.91%
+$34,987.68 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.9%
+$2,488.35 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.89%
+$1.62M 
IWV ISHARES RUSSELL 3000 ETF
+0.89%
+$137,129.32 
DFUS Dimensional U.S. Equity Market ETF
+0.88%
+$3,578.46 
ESGU iShares ESG Aware MSCI USA ETF
+0.88%
+$4,845.74 
AMAT Applied Materials, Inc.
+0.88%
+$3,395.48 
GS The Goldman Sachs Group, Inc.
+0.88%
+$7,724.45 
QQQ Invesco QQQ Trust, Series 1
+0.86%
+$11,255.4 
JPM JPMorgan Chase & Co.
+0.83%
+$11,344.2 
PPG PPG Industries Inc.
+0.82%
+$1,873.08 
DFSU Dimensional US Sustainability Core 1 ETF
+0.81%
+$8,183.18 
VGK Vanguard FTSE Europe ETF
+0.81%
+$292,206.24 
VANI Vivani Medical Inc.
+0.8%
+$6,072.76 
DFIS Dimensional International Small Cap ETF
+0.8%
+$148,184.11 
URI United Rentals, Inc.
+0.8%
+$1,755.01 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.8%
+$5,321.48 
HWM Howmet Aerospace Inc.
+0.77%
+$2,050.4 
AVUS Avantis U.S. Equity ETF
+0.76%
+$171,541.16 
IEUR iShares Core MSCI Europe ETF
+0.74%
+$98,549.92 
VYM Vanguard High Dividend Yield ETF
+0.73%
+$3,388.7 
VIG Vanguard Dividend Appreciation ETF
+0.71%
+$5,098.3 
MO Altria Group, Inc.
+0.71%
+$5,673.22 
VTV Vanguard Value ETF
+0.71%
+$2,562.76 
XOM Exxon Mobil Corporation
+0.7%
+$9,470.24 
PFF iShares Preferred and Income Securities ETF
+0.7%
+$62,406.75 
VWO Vanguard FTSE Emerging Markets ETF
+0.7%
+$226,236.78 
NFLX Netflix, Inc.
+0.66%
+$3,591.24 
VB Vanguard Small-Cap ETF
+0.65%
+$20,107.28 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.65%
+$43,665.18 
IWR iShares Russell Mid-Cap ETF
+0.64%
+$2,758 
VOE Vanguard Mid-Cap Value ETF
+0.64%
+$1,326.43 
AVGO Broadcom Inc.
+0.63%
+$10,180.24 
MSFT Microsoft Corp.
+0.63%
+$136,765.8 
VXF Vanguard Extended Market ETF
+0.62%
+$6,892.34 
IWM iShares Russell 2000 ETF
+0.61%
+$16,044.09 
ORCL Oracle Corporation
+0.6%
+$3,158.36 
MDY SPDR S&P MidCap 400 ETF Trust
+0.6%
+$3,971.76 
IWS iShares Russell Mid-Cap Value ETF
+0.56%
+$1,188.54 
MS Morgan Stanley
+0.55%
+$3,846.96 
FDEM Fidelity Emerging Markets Multi-Asset Fund
+0.52%
+$2,039.46 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.52%
+$1,039.12 
DFAS Dimensional U.S. Small Cap ETF
+0.5%
+$146,598.8 
ELM Elm Market Navigator ETF
+0.48%
+$18,074 
WMT Walmart Inc.
+0.46%
+$2,577.4 
LOW Lowe's Companies Inc.
+0.42%
+$1,497.32 
NVS Novartis AG Sponsored ADR
+0.41%
+$730.17 
V Visa Inc. Class A
+0.41%
+$2,801.25 
KO The Coca-Cola Company
+0.38%
+$1,396.28 
NEE NextEra Energy, Inc.
+0.35%
+$1,483.48 
PICB Invesco International Corporate Bond ETF
+0.33%
+$337,473.08 
PEP PepsiCo, Inc.
+0.31%
+$710.66 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.26%
+$1,036.27 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.26%
+$922.53 
CL Colgate-Palmolive Company
+0.24%
+$485.1 
FPE First Trust Preferred Securities and Income ETF
+0.23%
+$1,989.24 
DEO Diageo plc Sponsored ADR
+0.23%
+$1,268.87 
AZN AstraZeneca PLC American Depositary Shares
+0.2%
+$488.25 
LLY Eli Lilly and Company
+0.19%
+$1,323.7 
AGG iShares Core U.S. Aggregate Bond ETF
+0.18%
+$39,772.44 
BAC Bank of America Corporation
+0.18%
+$411.62 
GE General Electric Company
+0.17%
+$429.85 
BND Vanguard Total Bond Market Index Fund
+0.17%
+$12,645.49 
TAXM BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
+0.14%
+$1,084.83 
COST Costco Wholesale Corporation
+0.14%
+$1,154.43 
BKAG BNY Mellon Core Bond ETF
+0.14%
+$56,028.28 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.13%
+$1,767.59 
MOAT VanEck Morningstar Wide Moat Fund
+0.13%
+$18,769.52 
MA Mastercard Incorporated
+0.11%
+$478.09 
IUSB iShares Core Universal USD Bond ETF
+0.11%
+$13,618.15 
TSLA Tesla, Inc.
+0.06%
+$336.31 
BGRN iShares USD Green Bond ETF
+0.06%
+$421.01 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
+0.06%
+$17,286.91 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$125 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.04%
+$4,741.42 
SHV iShares Short Treasury Bond ETF
+0.03%
+$80.27 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$848.48 
KBWB Invesco KBW Bank ETF
+0.03%
+$181.71 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.03%
+$14,554.55 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.01%
+$4,057.01 
MCD McDonald's Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CADL Candel Therapeutics Inc.
-8.3%
-$186,284.5 
SNDK SanDisk Corporation
-3.29%
-$8,064.9 
PANW Palo Alto Networks, Inc.
-1.99%
-$6,531.87 
ABT Abbott Laboratories
-0.67%
-$2,033.43 
FCNCA First Citizens BancShares, Inc.
-0.56%
-$5,091.05 
FITB Fifth Third Bancorp
-0.56%
-$2,013.61 
ADP Automatic Data Processing Inc.
-0.31%
-$774.39 
NSC Norfolk Southern Corporation
-0.26%
-$719.04 
COP ConocoPhillips
-0.22%
-$2,623.2 
STIP iShares 0-5 Year TIPS Bond ETF
-0.16%
-$406.39 
LRCX Lam Research Corporation
-0.13%
-$468.28 
SBUX Starbucks Corporation
-0.11%
-$319.14 
RTX RTX Corporation
-0.07%
-$222.15 
MU Micron Technology, Inc.
-0.05%
-$1,090.44 
RDDT Reddit Inc Class A
-0.02%
-$147.6 
CM Canadian Imperial Bank of Commerce
-0.01%
-$22.96 Events
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Dividends
Dividend Analysis
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| Trades 1488 | Longs Won 991/1488 66% | Profit Factor 9.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.13M |
| Average Win $293,559.74 | Best Trade (Aug 14) $25.32M | Sharpe Ratio -10.73 |
| Average Loss -$61,535.76 | Worst Trade (Dec 31) -$2.39M | Z-Score 11.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 3d | Expectancy $174,955.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 67,484 | $12.14M | $22.41M | - | $10.27M | 84.64% | +1.692% |
| ABBV AbbVie Inc. | 4,146 | $715,177.67 | $1.07M | - | $356,853.55 | 49.9% | +1.4% |
| ABT Abbott Laboratories | 2,947 | $334,423.45 | $302,568.49 | - | -$31,854.96 | -9.53% | -0.668% |
| ADP Automatic Data Processing Inc. | 933 | $208,945.35 | $248,644.5 | - | $39,699.15 | 19% | -0.31% |
| AGG iShares Core U.S. Aggregate Bond ETF | 227,275 | $22.11M | $21.87M | - | -$241,129.7 | -1.09% | +0.182% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 475 | $229,434.49 | $138,353.25 | - | -$91,081.24 | -39.7% | +2.369% |
| AMAT Applied Materials, Inc. | 851 | $327,078.24 | $389,758 | - | $62,679.76 | 19.16% | +0.879% |
| AMD Advanced Micro Devices, Inc. | 2,219 | $536,670.6 | $1.14M | - | $603,895.4 | 112.53% | +2.065% |
| AMZN Amazon.com Inc | 20,252 | $2.95M | $5.19M | - | $2.24M | 75.85% | +1.695% |
| ANET Arista Networks, Inc. | 1,216 | $206,574.08 | $240,768 | - | $34,193.92 | 16.55% | +4.767% |
| ASML ASML Holding N.V. New York Registry Shares | 326 | $385,653.44 | $559,047.62 | - | $173,394.18 | 44.96% | +1.626% |
| AVGO Broadcom Inc. | 4,465 | $1.05M | $1.62M | - | $575,882.12 | 55.09% | +0.632% |
| AVUS Avantis U.S. Equity ETF | 175,042 | $16.97M | $22.69M | - | $5.72M | 33.72% | +0.762% |
| AXP American Express Company | 3,061 | $672,391.46 | $991,044.66 | - | $318,653.2 | 47.39% | +0.953% |
| AZN AstraZeneca PLC American Depositary Shares | 1,550 | $302,353.8 | $247,930.25 | - | -$54,423.55 | -18% | +0.197% |
| BAC Bank of America Corporation | 3,742 | $213,219.16 | $234,511.14 | - | $21,291.98 | 9.99% | +0.176% |
| BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF | 570,525 | $29.07M | $28.67M | - | -$403,733.4 | -1.39% | +0.06% |
| BGRN iShares USD Green Bond ETF | 15,090 | $733,350.5 | $699,421.5 | - | -$33,929 | -4.63% | +0.06% |
| BKAG BNY Mellon Core Bond ETF | 1.02M | $42.47M | $41.55M | - | -$921,575.73 | -2.17% | +0.135% |
| BND Vanguard Total Bond Market Index Fund | 106,623 | $7.7M | $7.61M | - | -$84,634.71 | -1.1% | +0.166% |
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FAQ
Which stocks have generated the highest profits for Alexander Eichhorn?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $12.2M, BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $12.06M, VanEck Morningstar Wide Moat Fund - $9.74M, VANGUARD FTSE DEVELOPED MARKETS ETF - $8.25M, and BNY Mellon Core Bond ETF - $4.57M. 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: Diageo plc Sponsored ADR - $2.38M, Vivani Medical Inc - $2.09M, Strategy Inc - $497,253.76, BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF - $299,019.21, and Alphabet Inc - $283,495.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alexander Eichhorn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $68.39M earned over time. The largest contributors to dividend income include BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $11.92M, VANGUARD FTSE DEVELOPED MARKETS ETF - $6.31M, VanEck Preferred Securities ex Financials ETF - $5.31M, BNY Mellon Core Bond ETF - $4.4M, and VANGUARD TOTAL STOCK MKT ETF - $4.31M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alexander Eichhorn's monthly returns?
Alexander Eichhorn's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Alexander Eichhorn's strategy be considered aggressive or moderate?
Alexander Eichhorn's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Alexander Eichhorn's strategy?
Alexander Eichhorn's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
