Andrew Panko Portfolio
Invests via Tenon Financial LLC | Managed by Andrew Panko
Invests via Tenon Financial LLC
Managed by Andrew Panko
Automatically Tracked
Andrew Panko Profile
Seasoned investment professional focused on growth-stage and SME buyouts, combining operating and capital-markets experience. Andrew Panko leverages prior operating roles and venture investing to source growth opportunities, lead due diligence and portfolio value-creation initiatives. Known for sector-agnostic deal execution, board-level oversight, and hands-on operational restructuring to drive returns.
Seasoned investment professional focused on growth-stage and SME buyouts, combining operating and capital-markets experience. Andrew Panko leverages prior operating roles and venture investing to source growth opportunities, lead due diligence and portfolio value-creation initiatives. Known for sector-agnostic deal execution, board-level oversight, and hands-on operational restructuring to drive returns.
Investment Philosophy & Strategy
Combines hands-on operating experience with capital-markets discipline to target growth-stage and SME buyouts, favoring control or influential minority positions where operational levers can be applied. Emphasizes deep due diligence, board-level governance, and active value creation through restructuring, commercial scaling, and KPI-driven performance management. Pursues sector-agnostic, mid-term (3–7 year) investments with pragmatic risk mitigation, aligned equity incentives, and flexible capital structures to drive asymmetric returns.
Combines hands-on operating experience with capital-markets discipline to target growth-stage and SME buyouts, favoring control or influential minority positions where operational levers can be applied. Emphasizes deep due diligence, board-level governance, and active value creation through restructuring, commercial scaling, and KPI-driven performance management. Pursues sector-agnostic, mid-term (3–7 year) investments with pragmatic risk mitigation, aligned equity incentives, and flexible capital structures to drive asymmetric returns.
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:
45.6%
Gain +0.11%
Monthly
1.34%
Yearly
17.37%
Drawdown
18.72%
$308.57M
Equity
Holdings
$308.57M
Investment
$258.99M
$60.32M
Profit +$218,161.01
Realized
$10.74M
Unrealized
$49.58M
Dividends
$8.7M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$218,161.01
Win %
74%
This Week
Compared To Last Week
Gain
0.5%
Profit
$1.54M
Win %
74%
This Month
Compared to last month
Gain
0.5%
Profit
$1.54M
Win %
74%
This Year
Compared to last year
Gain
-0.78%
Profit
-$2.42M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$287,846.16 
GOOG Alphabet Inc
+6.88%
+$20,558.15 
GOOGL Alphabet Inc
+6.73%
+$35,974.47 
TT Trane Technologies plc
+3.33%
+$43,232.52 
META Meta Platforms Inc Class A
+3.28%
+$14,285.43 
MSFT Microsoft Corp.
+3.02%
+$52,695.74 
NVDA NVIDIA Corporation
+2.93%
+$40,997.85 
PANW Palo Alto Networks, Inc.
+1.89%
+$3,862.2 
HCA HCA Healthcare Inc.
+1.72%
+$6,058.79 
BN Brookfield Corporation
+1.19%
+$5,406.01 
AMAT Applied Materials, Inc.
+1.18%
+$5,369.02 
VUG Vanguard Growth ETF
+1.1%
+$18,997.11 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,826.58 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$6,507.2 
XPO XPO Inc.
+0.86%
+$9,993.3 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,930.26 
VOO Vanguard S&P 500 ETF
+0.71%
+$524,432.34 
IVV iShares Core S&P 500 ETF
+0.69%
+$7,459.84 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,043.84 
IWB iShares Russell 1000 ETF
+0.64%
+$2,492.29 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$21,777.83 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$51,388.66 
RKLB Rocket Lab Corporation
+0.42%
+$540 
AVGO Broadcom Inc.
+0.37%
+$836.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,273.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,530.56 
MRK Merck & Co., Inc.
+0.32%
+$655.2 
JPM JPMorgan Chase & Co.
+0.27%
+$597.84 
JNJ Johnson & Johnson
+0.21%
+$593.07 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,387.92 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$882 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$343.16 
78409V112
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$343,329.04 
TYL Tyler Technologies Inc.
-4.24%
-$20,455.31 
QXO Qxo Inc.
-1.19%
-$2,548.8 
XOM Exxon Mobil Corporation
-0.97%
-$5,365.71 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$97,092.71 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,320.48 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$1,716.17 
LLY Eli Lilly and Company
-0.53%
-$14,282.9 
IWM iShares Russell 2000 ETF
-0.47%
-$2,447.77 
VGT Vanguard Information Technology ETF
-0.38%
-$866.88 
VXF Vanguard Extended Market ETF
-0.3%
-$194,210.56 
VTV Vanguard Value ETF
-0.27%
-$2,829 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$103,314.97 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$717.42 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$112,258.44 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$598.08 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,899.98 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,265.5 
IXUS iShares Core International Stock ETF
-0.15%
-$689.5 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$268.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,154.25 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$192.84 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$980.23 
VO Vanguard Mid-Cap ETF
-0.05%
-$134.24 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$101.29 Events
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Dividends
Dividend Analysis
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| Trades 327 | Longs Won 247/327 75% | Profit Factor 43.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $963,807.9 |
| Average Win $249,903.47 | Best Trade (Aug 05) $12.81M | Sharpe Ratio -36.88 |
| Average Loss -$17,577.17 | Worst Trade (Aug 02) -$224,339.33 | Z-Score 10.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w | Expectancy $184,464.78 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Andrew Panko?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Extended Market ETF - $6.37M, Vanguard Total International Stock Index Fund Investor Shares - $5.44M, Vanguard Total Bond Market Index Fund - $2.39M, Vanguard S&P 500 ETF - $1.22M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.07M. 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: Palantir Technologies Inc - $53,499.4, NVIDIA Corporation - $45,128.75, Applied Materials, Inc - $29,620.6, PepsiCo, Inc - $13,062.58, and SPDR Portfolio S&P 500 Value ETF - $9,516.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Panko's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.7M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $2.36M, Vanguard Total International Stock Index Fund Investor Shares - $1.62M, Vanguard S&P 500 ETF - $1.22M, Vanguard Extended Market ETF - $1.01M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $842,165.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Panko's monthly returns?
Andrew Panko's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Andrew Panko's strategy be considered aggressive or moderate?
Andrew Panko'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 Andrew Panko's strategy?
Andrew Panko'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.
