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:
29.07%
Gain +0.87%
Monthly
1.28%
Yearly
16.56%
Drawdown
14.8%
$268.39M
Equity
Holdings
$268.39M
Investment
$233.94M
$37.99M
Profit +$1.67M
Realized
$3.54M
Unrealized
$34.45M
Dividends
$4.58M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.87%
Profit
$1.67M
Win %
77%
This Week
Compared To Last Week
Gain
0.63%
Profit
$1.67M
Win %
77%
This Month
Compared to last month
Gain
2.65%
Profit
$6.93M
Win %
77%
This Year
Compared to last year
Gain
1.77%
Profit
$4.67M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$391,900.85 
GOOG Alphabet Inc
+6.88%
+$82,623.09 
GOOGL Alphabet Inc
+6.73%
+$120,281.91 
ANET Arista Networks, Inc.
+5.46%
+$26,319.95 
FTNT Fortinet Inc.
+4.99%
+$57,750 
FFIV F5 Inc.
+3.56%
+$12,880.25 
META Meta Platforms Inc Class A
+3.28%
+$28,906.79 
MSFT Microsoft Corp.
+3.02%
+$49,549.52 
NVDA NVIDIA Corporation
+2.93%
+$71,078.17 
ROK Rockwell Automation, Inc.
+1.93%
+$7,373.89 
VZ Verizon Communications Inc.
+1.52%
+$4,963.7 
LMT Lockheed Martin Corporation
+1.5%
+$6,334.42 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$193,235.7 
PWR Quanta Services Inc.
+1.43%
+$9,061.09 
GE General Electric Company
+1.42%
+$6,468.58 
SITM SiTime Corporation
+1.39%
+$5,013.73 
AMAT Applied Materials, Inc.
+1.18%
+$3,776.01 
ITW Illinois Tool Works Inc.
+1.15%
+$3,458 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$64,656.62 
VUG Vanguard Growth ETF
+1.1%
+$6,276.57 
UNP Union Pacific Corporation
+0.92%
+$2,899.63 
TSLA Tesla, Inc.
+0.76%
+$3,603.69 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,548.79 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$11,279.25 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$21,798 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,846.82 
IVV iShares Core S&P 500 ETF
+0.69%
+$8,074.24 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$116,625.48 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$166,342.91 
VONE Vanguard Russell 1000 ETF
+0.64%
+$1,271.61 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$2,244.19 
APH Amphenol Corporation
+0.55%
+$6,190.73 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$62,545.72 
RTX RTX Corporation
+0.39%
+$1,519.56 
AVGO Broadcom Inc.
+0.37%
+$4,773.6 
PG Procter & Gamble Co
+0.37%
+$1,189.85 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,094.36 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$2,721.22 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$39,976.64 
JPM JPMorgan Chase & Co.
+0.27%
+$3,935.78 
CME CME Group Inc.
+0.21%
+$1,118.36 
SO The Southern Company
+0.21%
+$604.8 
JNJ Johnson & Johnson
+0.21%
+$1,251.33 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$5,490.14 
T AT&T Inc.
+0.17%
+$479.44 
VICI Vici Properties Inc.
+0.15%
+$395.72 
XYL Xylem Inc.
+0.13%
+$387.45 
ISRG Intuitive Surgical, Inc.
+0.1%
+$588.58 
WM Waste Management, Inc.
+0.1%
+$660.44 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$624.96 
WMT Walmart Inc.
+0.09%
+$702.91 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$12,091.62 
SHV iShares Short Treasury Bond ETF
+0.03%
+$7,002.21 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$178.88 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$551.65 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$983.79 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
COIN Coinbase Global, Inc.
-10.59%
-$22,533.33 
AAPL Apple Inc.
-7.35%
-$185,493.8 
WPM Wheaton Precious Metals Corp.
-3.84%
-$14,476.8 
IBIT iShares Bitcoin Trust
-2.89%
-$90,119.08 
ABBV AbbVie Inc.
-2.51%
-$6,353.54 
UWMC UWM Holdings Corporation
-2.15%
-$540 
NFLX Netflix, Inc.
-2%
-$5,850.22 
SNOW Snowflake Inc.
-1.62%
-$3,822.27 
LRCX Lam Research Corporation
-1.58%
-$4,319.31 
GLD SPDR Gold Shares
-1.49%
-$3,697.95 
IAU iShares Gold Trust
-1.46%
-$65,634.92 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$8,706.7 
HSY The Hershey Company
-1.23%
-$3,110.86 
TJX The TJX Companies, Inc.
-1.21%
-$9,692.11 
NEE NextEra Energy, Inc.
-1.15%
-$4,137.97 
TXN Texas Instruments Inc
-1.08%
-$2,708.96 
LOW Lowe's Companies Inc.
-1.08%
-$2,290.43 
PLD Prologis Inc.
-1.08%
-$5,016.5 
SWK Stanley Black & Decker Inc.
-1.01%
-$3,354.26 
EQR Equity Residential
-1%
-$2,832.76 
XOM Exxon Mobil Corporation
-0.97%
-$8,274.24 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$4,204.4 
GILD Gilead Sciences Inc.
-0.81%
-$2,261.96 
MA Mastercard Incorporated
-0.74%
-$3,009 
BLK BlackRock, Inc.
-0.73%
-$4,772.03 
DUK Duke Energy Corporation
-0.67%
-$3,797.64 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,440.18 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,511.2 
PM Philip Morris International Inc.
-0.61%
-$2,860.3 
SBUX Starbucks Corporation
-0.57%
-$1,669.2 
DGX Quest Diagnostics Inc.
-0.55%
-$1,938.88 
LLY Eli Lilly and Company
-0.53%
-$3,432.8 
WELL Welltower Inc.
-0.51%
-$3,376.03 
PEP PepsiCo, Inc.
-0.46%
-$1,245.44 
HD The Home Depot, Inc.
-0.42%
-$1,187.08 
TMUS T-Mobile US, Inc.
-0.36%
-$1,144.69 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$12,320.58 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$14,782.5 
VXF Vanguard Extended Market ETF
-0.3%
-$9,907.34 
VTV Vanguard Value ETF
-0.27%
-$7,190.21 
COST Costco Wholesale Corporation
-0.24%
-$1,650.7 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$24,151 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,892.73 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,315.38 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$348 
CLOI VanEck CLO ETF
-0.06%
-$5,228.88 
V Visa Inc. Class A
-0.04%
-$287.4 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$2,876.06 Events
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Dividends
Dividend Analysis
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| Trades 451 | Longs Won 329/451 72% | Profit Factor 15.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $366,817.81 |
| Average Win $123,342.96 | Best Trade (Aug 14) $4.68M | Sharpe Ratio -10.07 |
| Average Loss -$21,243.7 | Worst Trade (Aug 17) -$641,129.91 | Z-Score 13.8 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 4d | Expectancy $84,230.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,565 | $1.92M | $2.34M | - | $414,048.89 | 21.53% | -7.354% |
| ABBV AbbVie Inc. | 982 | $249,811 | $246,423.08 | - | -$3,387.92 | -1.36% | -2.513% |
| AMAT Applied Materials, Inc. | 640 | $224,157 | $324,908.81 | - | $100,751.81 | 44.95% | +1.176% |
| AMZN Amazon.com Inc | 10,862 | $2.41M | $2.95M | - | $536,449.45 | 22.23% | +15.321% |
| ANET Arista Networks, Inc. | 2,821 | $339,203.87 | $508,767.38 | - | $169,563.51 | 49.99% | +5.456% |
| APH Amphenol Corporation | 14,070 | $538,628.52 | $1.13M | - | $591,895.98 | 109.89% | +0.551% |
| ASML ASML Holding N.V. New York Registry Shares | 388 | $454,903.82 | $632,052 | - | $177,148.18 | 38.94% | -1.359% |
| AVGO Broadcom Inc. | 3,315 | $980,030.2 | $1.29M | - | $310,433 | 31.68% | +0.371% |
| BLK BlackRock, Inc. | 598 | $603,671.98 | $652,053.23 | - | $48,381.25 | 8.01% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 1,126 | $523,818.87 | $575,994.04 | - | $52,175.17 | 9.96% | +0.365% |
| CLOI VanEck CLO ETF | 174,296 | $9.19M | $9.24M | - | $48,120.04 | 0.52% | -0.057% |
| CME CME Group Inc. | 1,962 | $467,322.99 | $525,404 | - | $58,081.01 | 12.43% | +0.213% |
| COIN Coinbase Global, Inc. | 1,301 | $190,193.19 | $190,284.25 | - | $91.06 | 0.05% | -10.588% |
| COST Costco Wholesale Corporation | 724 | $670,833.88 | $689,168.37 | - | $18,334.49 | 2.73% | -0.239% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 133,076 | $11.16M | $12.84M | - | $1.68M | 15.07% | +0.49% |
| DGX Quest Diagnostics Inc. | 1,503 | $314,743 | $350,214.02 | - | $35,471.02 | 11.27% | -0.551% |
| DUK Duke Energy Corporation | 4,521 | $580,552.1 | $567,069.03 | - | -$13,483.07 | -2.32% | -0.665% |
| EFA iShares MSCI EAFE ETF | 5,320 | $402,245.67 | $561,685.6 | - | $159,439.93 | 39.64% | -0.621% |
| EQR Equity Residential | 4,228 | $295,960 | $280,950.6 | - | -$15,009.4 | -5.07% | -0.998% |
| FFIV F5 Inc. | 932 | $375,978 | $375,195.25 | - | -$782.75 | -0.21% | +3.555% |
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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 $4.58M 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.
