Jordan Grabowski Portfolio
Invests via Alpha Zero LLC | Managed by Eric Mechler, Jordan Grabowski, Sebastian Purcell, Anthony Leone
Invests via Alpha Zero LLC
Managed by Eric Mechler, Jordan Grabowski, Sebastian Purcell, Anthony Leone
Automatically Tracked
Operator and investor focused on growth-stage SaaS and fintech companies, with experience in scaling product and GTM teams across B2B markets. Jordan Grabowski brings operating leadership as a former head of growth and product at startups and has advised venture funds on diligence and portfolio operational support. Known for metric-driven go-to-market strategies, customer lifecycle optimization, and early-stage board work. Often active as angel investor and mentor to founders.
Operator and investor focused on growth-stage SaaS and fintech companies, with experience in scaling product and GTM teams across B2B markets. Jordan Grabowski brings operating leadership as a former head of growth and product at startups and has advised venture funds on diligence and portfolio operational support. Known for metric-driven go-to-market strategies, customer lifecycle optimization, and early-stage board work. Often active as angel investor and mentor to founders.
Investment Philosophy & Strategy
Focuses on growth-stage SaaS and fintech companies, favoring B2B models with clear unit economics and scalable GTM. Emphasizes metric-driven portfolio construction, prioritizing ARR expansion, retention, and CAC payback. Capital deployment mixes pre-seed to growth check sizes with active operational support; horizon is growth-cycle oriented (18–48 months to inflection). Risk management relies on staged financing, KPI milestones, and founder alignment. Competitive edge is hands-on product and growth scaling, translating customer lifecycle optimization into repeatable revenue engines.
Focuses on growth-stage SaaS and fintech companies, favoring B2B models with clear unit economics and scalable GTM. Emphasizes metric-driven portfolio construction, prioritizing ARR expansion, retention, and CAC payback. Capital deployment mixes pre-seed to growth check sizes with active operational support; horizon is growth-cycle oriented (18–48 months to inflection). Risk management relies on staged financing, KPI milestones, and founder alignment. Competitive edge is hands-on product and growth scaling, translating customer lifecycle optimization into repeatable revenue engines.
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:
28.11%
Gain +0.33%
Monthly
1.24%
Yearly
15.98%
Drawdown
14.8%
$267.07M
Equity
Holdings
$267.07M
Investment
$233.94M
$36.68M
Profit +$589,811.05
Realized
$3.54M
Unrealized
$33.13M
Dividends
$4.6M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$589,811.05
Win %
72%
This Week
Compared To Last Week
Gain
0.14%
Profit
$362,273.01
Win %
72%
This Month
Compared to last month
Gain
0.03%
Profit
$78,861.91
Win %
72%
This Year
Compared to last year
Gain
1.27%
Profit
$3.35M
Win %
72%
UWMC UWM Holdings Corporation
+5.47%
+$1,012.5 
WPM Wheaton Precious Metals Corp.
+3.36%
+$16,207.36 
NVDA NVIDIA Corporation
+3.3%
+$89,252.16 
SWK Stanley Black & Decker Inc.
+2.86%
+$9,336.6 
TMUS T-Mobile US, Inc.
+2.42%
+$8,012.97 
DGX Quest Diagnostics Inc.
+2.41%
+$8,552.07 
META Meta Platforms Inc Class A
+2.38%
+$22,530.51 
NFLX Netflix, Inc.
+1.97%
+$6,391.16 
HSY The Hershey Company
+1.77%
+$4,452.24 
SITM SiTime Corporation
+1.6%
+$6,036.3 
ROK Rockwell Automation, Inc.
+1.54%
+$5,235.72 
V Visa Inc. Class A
+1.49%
+$11,414.66 
JNJ Johnson & Johnson
+1.34%
+$8,582.24 
MA Mastercard Incorporated
+1.32%
+$5,451.62 
PG Procter & Gamble Co
+1.28%
+$4,209.35 
GLD SPDR Gold Shares
+1.22%
+$3,184.72 
IAU iShares Gold Trust
+1.16%
+$54,598.96 
SBUX Starbucks Corporation
+1.12%
+$3,296.67 
BRK-B Berkshire Hathaway Inc.
+1.1%
+$6,226.78 
VRTX Vertex Pharmaceuticals Incorporated
+1.09%
+$5,447.44 
PEP PepsiCo, Inc.
+1.07%
+$2,899.56 
PM Philip Morris International Inc.
+0.91%
+$4,120.8 
TXN Texas Instruments Inc
+0.87%
+$1,973.4 
GOOGL Alphabet Inc
+0.84%
+$15,149.05 
LOW Lowe's Companies Inc.
+0.84%
+$1,695.12 
T AT&T Inc.
+0.81%
+$2,517.06 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.78%
+$102,468.52 
VICI Vici Properties Inc.
+0.76%
+$1,929.13 
MDY SPDR S&P MidCap 400 ETF Trust
+0.67%
+$1,826 
GOOG Alphabet Inc
+0.65%
+$7,715.57 
WMT Walmart Inc.
+0.61%
+$4,568.85 
VTV Vanguard Value ETF
+0.61%
+$16,574.44 
ISRG Intuitive Surgical, Inc.
+0.56%
+$3,400.8 
ASML ASML Holding N.V. New York Registry Shares
+0.55%
+$3,566.65 
IUSV iShares Core S&P U.S. Value ETF
+0.5%
+$55,547.3 
VXF Vanguard Extended Market ETF
+0.49%
+$16,395.95 
EFA iShares MSCI EAFE ETF
+0.48%
+$2,713.2 
VONE Vanguard Russell 1000 ETF
+0.47%
+$967.14 
IVV iShares Core S&P 500 ETF
+0.45%
+$5,456.45 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.45%
+$6,598.89 
IEFA iShares Core MSCI EAFE ETF
+0.45%
+$1,017.27 
IWF iShares Russell 1000 Growth ETF
+0.44%
+$2,734.39 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$13,592.94 
VOO Vanguard S&P 500 ETF
+0.44%
+$1,158.99 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.43%
+$59,012.1 
SCHX Schwab U.S. Large-Cap ETF
+0.4%
+$105,057.8 
VZ Verizon Communications Inc.
+0.39%
+$1,382.74 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.37%
+$1,549.96 
IWX iShares Russell Top 200 Value ETF
+0.35%
+$5,430.75 
DUK Duke Energy Corporation
+0.34%
+$1,853.61 
QUS SPDR MSCI USA StrategicFactors ETF
+0.34%
+$2,855.92 
SPMO Invesco S&P 500 Momentum ETF
+0.32%
+$45,827.86 
SO The Southern Company
+0.32%
+$846.73 
VUG Vanguard Growth ETF
+0.32%
+$1,855.97 
LLY Eli Lilly and Company
+0.29%
+$1,909.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.28%
+$8,646.75 
AAPL Apple Inc.
+0.25%
+$6,241.12 
XYL Xylem Inc.
+0.25%
+$697.41 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.17%
+$10,208.94 
NEE NextEra Energy, Inc.
+0.14%
+$471.15 
UNP Union Pacific Corporation
+0.14%
+$434.4 
QQQ Invesco QQQ Trust, Series 1
+0.13%
+$23,902.71 
IBIT iShares Bitcoin Trust
+0.11%
+$4,250.9 
WM Waste Management, Inc.
+0.11%
+$720.45 
ABBV AbbVie Inc.
+0.1%
+$265.15 
HD The Home Depot, Inc.
+0.1%
+$269 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$1,967.58 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$1,478.25 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$4,314.52 
AMZN Amazon.com Inc
+0.03%
+$706.03 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$724.74 
JQUA JPMorgan U.S. Quality Factor ETF
+0.02%
+$3,022.91 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$249.34 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$485.3 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$44.72 
COIN Coinbase Global, Inc.
0%
$0 
EQR Equity Residential
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CLOI VanEck CLO ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
FTNT Fortinet Inc.
-5.48%
-$66,525 
SNOW Snowflake Inc.
-3.86%
-$9,789.58 
CME CME Group Inc.
-3.16%
-$17,752.18 
ANET Arista Networks, Inc.
-2.5%
-$13,371.54 
FFIV F5 Inc.
-2.46%
-$9,059.04 
LMT Lockheed Martin Corporation
-2.3%
-$9,204.36 
APH Amphenol Corporation
-2.3%
-$52,762.36 
PLD Prologis Inc.
-2.1%
-$9,334.5 
RTX RTX Corporation
-1.98%
-$7,353.59 
TSLA Tesla, Inc.
-1.03%
-$5,588.81 
BLK BlackRock, Inc.
-1.01%
-$6,805.23 
TJX The TJX Companies, Inc.
-0.95%
-$6,410.96 
LRCX Lam Research Corporation
-0.87%
-$2,334.27 
COST Costco Wholesale Corporation
-0.86%
-$5,878.89 
AMAT Applied Materials, Inc.
-0.71%
-$2,022.41 
MSFT Microsoft Corp.
-0.66%
-$12,023.55 
AVGO Broadcom Inc.
-0.61%
-$7,508.44 
XOM Exxon Mobil Corporation
-0.57%
-$5,083.52 
ITW Illinois Tool Works Inc.
-0.42%
-$1,207.64 
XLK State Street Technology Select Sector SPDR ETF
-0.2%
-$1,793.16 
GILD Gilead Sciences Inc.
-0.15%
-$465.08 
GE General Electric Company
-0.13%
-$565.84 
PWR Quanta Services Inc.
-0.12%
-$734.17 
USMV iShares MSCI USA Min Vol Factor ETF
-0.11%
-$798.56 
JPM JPMorgan Chase & Co.
-0.11%
-$1,591.1 
WELL Welltower Inc.
-0.1%
-$667.83 Events
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Dividends
Dividend Analysis
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| Trades 451 | Longs Won 315/451 69% | Profit Factor 14.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $359,577.74 |
| Average Win $125,373.7 | Best Trade (Aug 14) $4.68M | Sharpe Ratio -10.07 |
| Average Loss -$20,711.8 | Worst Trade (Aug 17) -$641,129.91 | Z-Score 10.02 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 5d | Expectancy $81,321.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,565 | $1.92M | $2.47M | - | $542,994.31 | 28.24% | +0.254% |
| ABBV AbbVie Inc. | 982 | $249,811 | $255,575.32 | - | $5,764.32 | 2.31% | +0.104% |
| AMAT Applied Materials, Inc. | 640 | $224,157 | $280,761.6 | - | $56,604.6 | 25.25% | -0.715% |
| AMZN Amazon.com Inc | 10,862 | $2.41M | $2.77M | - | $356,194.67 | 14.76% | +0.025% |
| ANET Arista Networks, Inc. | 2,821 | $339,203.87 | $520,530.92 | - | $181,327.05 | 53.46% | -2.504% |
| APH Amphenol Corporation | 14,070 | $538,628.52 | $2.24M | - | $1.7M | 316.46% | -2.298% |
| ASML ASML Holding N.V. New York Registry Shares | 388 | $454,903.82 | $649,640.97 | - | $194,737.15 | 42.81% | +0.552% |
| AVGO Broadcom Inc. | 3,315 | $980,030.2 | $1.22M | - | $237,950.52 | 24.28% | -0.613% |
| BLK BlackRock, Inc. | 598 | $603,671.98 | $667,798.56 | - | $64,126.58 | 10.62% | -1.009% |
| BRK-B Berkshire Hathaway Inc. | 1,126 | $523,818.87 | $571,850.36 | - | $48,031.49 | 9.17% | +1.101% |
| CLOI VanEck CLO ETF | 174,296 | $9.19M | $9.2M | - | $15,003.8 | 0.16% | 0.0 |
| CME CME Group Inc. | 1,962 | $467,322.99 | $544,262.72 | - | $76,939.73 | 16.46% | -3.159% |
| COIN Coinbase Global, Inc. | 1,301 | $190,193.19 | $230,042.82 | - | $39,849.63 | 20.95% | 0.0 |
| COST Costco Wholesale Corporation | 724 | $670,833.88 | $674,652.16 | - | $3,818.28 | 0.57% | -0.864% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 133,076 | $11.16M | $13.21M | - | $2.05M | 18.38% | +0.782% |
| DGX Quest Diagnostics Inc. | 1,503 | $314,743 | $363,590.73 | - | $48,847.73 | 15.52% | +2.409% |
| DUK Duke Energy Corporation | 4,521 | $580,552.1 | $546,136.8 | - | -$34,415.3 | -5.93% | +0.341% |
| EFA iShares MSCI EAFE ETF | 5,320 | $402,245.67 | $569,240 | - | $166,994.33 | 41.52% | +0.479% |
| EQR Equity Residential | 4,228 | $295,960 | $269,154.48 | - | -$26,805.52 | -9.06% | 0.0 |
| FFIV F5 Inc. | 932 | $375,978 | $359,752 | - | -$16,226 | -4.32% | -2.456% |
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FAQ
Which stocks have generated the highest profits for Jordan Grabowski?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap Growth ETF - $2.51M, iShares Short Treasury Bond ETF - $930,170.3, WisdomTree Floating Rate Treasury Fund - $729,628.66, iShares Floating Rate Bond ETF - $600,618.47, and JPMorgan U.S. Quality Factor ETF - $450,451.78. 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: iShares Bitcoin Trust - $114,753.56, Salesforce Inc - $112,659.06, Invesco S&P 500 High Dividend Low Volatility ETF - $92,401.09, Copart Inc - $78,551.66, and Adobe Inc - $63,229.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jordan Grabowski's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.6M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $913,873.19, WisdomTree Floating Rate Treasury Fund - $723,333.61, iShares Floating Rate Bond ETF - $600,618.47, Schwab U.S. Large-Cap ETF - $315,441.81, and iShares Core S&P U.S. Value ETF - $212,265.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jordan Grabowski's monthly returns?
Jordan Grabowski'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 Jordan Grabowski's strategy be considered aggressive or moderate?
Jordan Grabowski'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 Jordan Grabowski's strategy?
Jordan Grabowski'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.
