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:
47.99%
Gain +0.29%
Monthly
1.31%
Yearly
16.84%
Drawdown
18.72%
$311.59M
Equity
Holdings
$311.59M
Investment
$258.99M
$63.34M
Profit +$494,842.42
Realized
$10.74M
Unrealized
$52.6M
Dividends
$9.49M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.29%
Profit
$494,842.42
Win %
73%
This Week
Compared To Last Week
Gain
0.25%
Profit
$772,687.57
Win %
73%
This Month
Compared to last month
Gain
1.48%
Profit
$4.55M
Win %
73%
This Year
Compared to last year
Gain
0.2%
Profit
$605,153.09
Win %
73%
PANW Palo Alto Networks, Inc.
+4.91%
+$12,553.72 
RKLB Rocket Lab Corporation
+4.29%
+$6,260.01 
QXO Qxo Inc.
+2.02%
+$3,823.2 
LLY Eli Lilly and Company
+1.86%
+$49,605.7 
AVGO Broadcom Inc.
+1.82%
+$3,837.5 
MRK Merck & Co., Inc.
+1.38%
+$3,084.16 
NVDA NVIDIA Corporation
+1.2%
+$20,606.67 
MSFT Microsoft Corp.
+1.1%
+$22,304.82 
VO Vanguard Mid-Cap ETF
+0.69%
+$1,845.8 
VGT Vanguard Information Technology ETF
+0.68%
+$1,774.08 
VXF Vanguard Extended Market ETF
+0.65%
+$423,980.8 
XLK State Street Technology Select Sector SPDR ETF
+0.63%
+$2,397.76 
AMZN Amazon.com Inc
+0.6%
+$11,967 
VUG Vanguard Growth ETF
+0.6%
+$11,234.89 
TT Trane Technologies plc
+0.58%
+$8,015.81 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$52,978 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.52%
+$19,962.8 
QQQ Invesco QQQ Trust, Series 1
+0.5%
+$4,312.26 
SPY SPDR S&P 500 ETF Trust
+0.48%
+$2,767.35 
IWB iShares Russell 1000 ETF
+0.48%
+$1,970.65 
BN Brookfield Corporation
+0.46%
+$1,838.04 
VOO Vanguard S&P 500 ETF
+0.46%
+$355,014.03 
IJH iShares Core S&P Mid-Cap ETF
+0.46%
+$1,142.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.46%
+$4,980.95 
IVV iShares Core S&P 500 ETF
+0.46%
+$5,179.64 
VTV Vanguard Value ETF
+0.44%
+$4,555.25 
IEFA iShares Core MSCI EAFE ETF
+0.4%
+$806.96 
TYL Tyler Technologies Inc.
+0.38%
+$1,872.45 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.38%
+$1,626.22 
VYM Vanguard High Dividend Yield ETF
+0.36%
+$3,622.93 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.32%
+$934.5 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.3%
+$2,094.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.28%
+$41,316.4 
IXUS iShares Core International Stock ETF
+0.24%
+$1,132.76 
FNDF Schwab Fundamental International Large Company Index ETF
+0.21%
+$616.75 
META Meta Platforms Inc Class A
+0.18%
+$1,106.94 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.17%
+$90,430.41 
JNJ Johnson & Johnson
+0.17%
+$469.99 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$922.97 
XPO XPO Inc.
+0.12%
+$1,285.68 
IJR iShares Core S&P Small-Cap ETF
+0.12%
+$405.27 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.11%
+$1,447.65 
BND Vanguard Total Bond Market Index Fund
+0.11%
+$40,782.22 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.1%
+$1,960.46 
VWO Vanguard FTSE Emerging Markets ETF
+0.06%
+$406.7 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$128.56 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$2,002.57 
IWM iShares Russell 2000 ETF
+0.04%
+$211.32 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$888.93 7840
78409V112
0%
$0 
BRK-B Berkshire Hathaway Inc.
-2.23%
-$19,817.6 
AMAT Applied Materials, Inc.
-1.92%
-$9,464.03 
HCA HCA Healthcare Inc.
-0.69%
-$2,655.19 
GOOG Alphabet Inc
-0.48%
-$1,481.22 
GOOGL Alphabet Inc
-0.32%
-$1,777.11 
XOM Exxon Mobil Corporation
-0.29%
-$1,683.36 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.28%
-$857 
VTEB Vanguard Tax-Exempt Bond ETF
-0.17%
-$1,846.8 
AAPL Apple Inc.
-0.16%
-$7,491.21 
JPM JPMorgan Chase & Co.
-0.12%
-$260.76 
AVUV Avantis U.S. Small Cap Value ETF
-0.01%
-$85.79 Events
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Dividends
Dividend Analysis
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| Trades 327 | Longs Won 244/327 74% | Profit Factor 24.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $270,716.71 | Best Trade (Oct 07) $13.98M | Sharpe Ratio -36.87 |
| Average Loss -$32,694.1 | Worst Trade (Oct 07) -$669,211.67 | Z-Score 9.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3d | Expectancy $193,704.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,524 | 8,571 | 7,619 | 6,667 | 5,714 | 4,762 | 3,810 | 2,857 | 1,905 | 952 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 546 | $222,364 | $222,364 | - | - | - | 0.0 |
| AAPL Apple Inc. | 14,002 | $3.45M | $4.65M | - | $1.2M | 34.88% | -0.161% |
| AMAT Applied Materials, Inc. | 910 | $233,861 | $484,010.8 | - | $250,149.8 | 106.97% | -1.918% |
| AMZN Amazon.com Inc | 7,978 | $1.64M | $2.02M | - | $379,393.29 | 23.16% | +0.597% |
| AVGO Broadcom Inc. | 581 | $219,635 | $214,455.81 | - | -$5,179.19 | -2.36% | +1.822% |
| AVUV Avantis U.S. Small Cap Value ETF | 8,579 | $812,758.21 | $1.04M | - | $222,898.67 | 27.42% | -0.008% |
| BN Brookfield Corporation | 10,812 | $414,824 | $400,044 | - | -$14,780 | -3.56% | +0.462% |
| BND Vanguard Total Bond Market Index Fund | 543,763 | $39.85M | $38.04M | - | -$1.81M | -4.54% | +0.107% |
| BRK-B Berkshire Hathaway Inc. | 1,760 | $880,686 | $867,680 | - | -$13,006 | -1.48% | -2.233% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 200,257 | $3.89M | $3.91M | - | $26,275.47 | 0.68% | +0.051% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 181,415 | $3.56M | $3.55M | - | -$6,414.88 | -0.18% | +0.025% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 98,023 | $2.01M | $1.98M | - | -$33,284.68 | -1.66% | +0.099% |
| BSV Vanguard Short-Term Bond ETF | 3,214 | $246,812 | $245,196.06 | - | -$1,615.94 | -0.65% | +0.052% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 9,566 | $312,510.01 | $434,679.04 | - | $122,169.03 | 39.09% | +0.376% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 3,007 | $180,066.08 | $308,112.25 | - | $128,046.17 | 71.11% | -0.277% |
| FNDF Schwab Fundamental International Large Company Index ETF | 5,363 | $246,209.49 | $289,682.44 | - | $43,472.95 | 17.66% | +0.213% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 22,050 | $685,748 | $704,387.25 | - | $18,639.25 | 2.72% | +0.298% |
| GOOG Alphabet Inc | 895 | $256,739.4 | $306,246.62 | - | $49,507.22 | 19.28% | -0.481% |
| GOOGL Alphabet Inc | 1,601 | $497,004.66 | $552,921.36 | - | $55,916.7 | 11.25% | -0.32% |
| HCA HCA Healthcare Inc. | 891 | $362,128.7 | $384,858.54 | - | $22,729.84 | 6.28% | -0.685% |
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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 - $6.52M, Vanguard Total International Stock Index Fund Investor Shares - $5.54M, Vanguard Total Bond Market Index Fund - $2.52M, Vanguard S&P 500 ETF - $1.42M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.11M. 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 - $43,333.75, Applied Materials, Inc - $29,138.3, 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 $9.49M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $2.5M, Vanguard Total International Stock Index Fund Investor Shares - $1.72M, Vanguard S&P 500 ETF - $1.42M, Vanguard Extended Market ETF - $1.16M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $878,833.94. 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.
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