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:
29.66%
Gain +0.36%
Monthly
1.22%
Yearly
15.63%
Drawdown
14.8%
$269.12M
Equity
Holdings
$269.12M
Investment
$233.94M
$38.72M
Profit +$629,052.4
Realized
$3.54M
Unrealized
$35.18M
Dividends
$5.38M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$629,052.4
Win %
74%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$2.31M
Win %
74%
This Month
Compared to last month
Gain
0.44%
Profit
$1.19M
Win %
74%
This Year
Compared to last year
Gain
2.05%
Profit
$5.4M
Win %
74%
UWMC UWM Holdings Corporation
+11.88%
+$1,620 
COIN Coinbase Global, Inc.
+6.51%
+$14,649.26 
LLY Eli Lilly and Company
+4.59%
+$31,091.21 
BLK BlackRock, Inc.
+4.2%
+$26,984.73 
HD The Home Depot, Inc.
+4.18%
+$10,538.35 
LOW Lowe's Companies Inc.
+3.83%
+$7,269.85 
WM Waste Management, Inc.
+3.54%
+$22,905.26 
GILD Gilead Sciences Inc.
+3.23%
+$10,469.16 
SBUX Starbucks Corporation
+3.02%
+$7,845.24 
NFLX Netflix, Inc.
+3.01%
+$8,514.87 
V Visa Inc. Class A
+2.91%
+$23,383.69 
HSY The Hershey Company
+2.9%
+$6,785.39 
WPM Wheaton Precious Metals Corp.
+2.6%
+$11,215.36 
MA Mastercard Incorporated
+2.57%
+$10,988.17 
SWK Stanley Black & Decker Inc.
+2.44%
+$7,607.6 
ISRG Intuitive Surgical, Inc.
+2.26%
+$15,524.33 
VICI Vici Properties Inc.
+2.07%
+$4,699.18 
DGX Quest Diagnostics Inc.
+1.97%
+$6,898.79 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$8,550.47 
LMT Lockheed Martin Corporation
+1.65%
+$6,327.09 
WMT Walmart Inc.
+1.64%
+$13,355.1 
T AT&T Inc.
+1.43%
+$3,955.39 
IAU iShares Gold Trust
+1.4%
+$62,730.72 
GLD SPDR Gold Shares
+1.38%
+$3,424.9 
CME CME Group Inc.
+1.37%
+$7,651.8 
MSFT Microsoft Corp.
+1.34%
+$26,084.46 
GE General Electric Company
+1.25%
+$4,938.25 
VXF Vanguard Extended Market ETF
+1.1%
+$34,885 
TJX The TJX Companies, Inc.
+1.09%
+$7,874.88 
JQUA JPMorgan U.S. Quality Factor ETF
+1.05%
+$159,206.33 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.91%
+$3,752.58 
ITW Illinois Tool Works Inc.
+0.9%
+$2,574.88 
USMV iShares MSCI USA Min Vol Factor ETF
+0.86%
+$6,006.56 
MDY SPDR S&P MidCap 400 ETF Trust
+0.85%
+$2,255.99 
IBIT iShares Bitcoin Trust
+0.83%
+$32,731.93 
QUS SPDR MSCI USA StrategicFactors ETF
+0.81%
+$6,969.73 
EFA iShares MSCI EAFE ETF
+0.79%
+$4,309.2 
IUSV iShares Core S&P U.S. Value ETF
+0.79%
+$85,977.37 
VTV Vanguard Value ETF
+0.78%
+$20,961.64 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.73%
+$10,650.84 
WELL Welltower Inc.
+0.71%
+$4,681.05 
IEFA iShares Core MSCI EAFE ETF
+0.71%
+$1,554.48 
NEE NextEra Energy, Inc.
+0.68%
+$2,191.89 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.65%
+$85,168.64 
XYL Xylem Inc.
+0.63%
+$1,666.04 
IWX iShares Russell Top 200 Value ETF
+0.6%
+$9,399.37 
UNP Union Pacific Corporation
+0.6%
+$1,867.93 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$15,783.89 
ABBV AbbVie Inc.
+0.5%
+$1,404.25 
AMZN Amazon.com Inc
+0.43%
+$11,839.58 
SCHX Schwab U.S. Large-Cap ETF
+0.4%
+$105,058.68 
VONE Vanguard Russell 1000 ETF
+0.38%
+$779.09 
SPY SPDR S&P 500 ETF Trust
+0.33%
+$10,205.08 
GOOGL Alphabet Inc
+0.31%
+$5,839.59 
PG Procter & Gamble Co
+0.31%
+$1,077.6 
IVV iShares Core S&P 500 ETF
+0.31%
+$3,737.45 
VOO Vanguard S&P 500 ETF
+0.3%
+$811.65 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$1,666.48 
GOOG Alphabet Inc
+0.25%
+$3,093.42 
ASML ASML Holding N.V. New York Registry Shares
+0.23%
+$1,478.28 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$11,910.43 
COST Costco Wholesale Corporation
+0.06%
+$405.44 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.06%
+$8,099.7 
JNJ Johnson & Johnson
+0.05%
+$306.93 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$2,426.47 
CLOI VanEck CLO ETF
+0.04%
+$4,183.1 
IWF iShares Russell 1000 Growth ETF
+0.04%
+$230 
VUSB Vanguard Ultra-Short Bond ETF
+0.03%
+$1,485.52 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$763.27 
JPM JPMorgan Chase & Co.
+0.02%
+$334.96 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$2,876.35 
SHV iShares Short Treasury Bond ETF
+0.02%
+$4,668.14 
VUG Vanguard Growth ETF
+0.01%
+$67.49 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$362.37 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$89.44 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
SITM SiTime Corporation
-5.88%
-$21,101.39 
ANET Arista Networks, Inc.
-5.2%
-$28,689.57 
EQR Equity Residential
-3.5%
-$9,766.68 
PLD Prologis Inc.
-3.2%
-$13,239.78 
AMAT Applied Materials, Inc.
-3.18%
-$9,100.8 
LRCX Lam Research Corporation
-2.81%
-$7,407.15 
PM Philip Morris International Inc.
-2.72%
-$13,538.04 
PWR Quanta Services Inc.
-2.35%
-$15,026.16 
XOM Exxon Mobil Corporation
-1.73%
-$16,602.53 
NVDA NVIDIA Corporation
-1.62%
-$44,688.32 
APH Amphenol Corporation
-1.5%
-$34,893.6 
FTNT Fortinet Inc.
-1.46%
-$20,137.52 
TSLA Tesla, Inc.
-1.2%
-$6,703.53 
TMUS T-Mobile US, Inc.
-1.13%
-$3,252.41 
ROK Rockwell Automation, Inc.
-0.9%
-$3,089.41 
SPMO Invesco S&P 500 Momentum ETF
-0.79%
-$112,128.62 
AVGO Broadcom Inc.
-0.78%
-$8,996.91 
PEP PepsiCo, Inc.
-0.71%
-$1,790.32 
XLK State Street Technology Select Sector SPDR ETF
-0.7%
-$6,674.54 
FFIV F5 Inc.
-0.65%
-$2,765.43 
RTX RTX Corporation
-0.46%
-$1,555.74 
DUK Duke Energy Corporation
-0.36%
-$1,944.03 
META Meta Platforms Inc Class A
-0.34%
-$4,071.12 
VZ Verizon Communications Inc.
-0.24%
-$744.55 
SO The Southern Company
-0.23%
-$635.04 
TXN Texas Instruments Inc
-0.2%
-$511.29 
AAPL Apple Inc.
-0.16%
-$4,236.32 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$28,368.36 
SNOW Snowflake Inc.
-0.13%
-$348.91 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$492.75 Events
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Dividends
Dividend Analysis
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| Trades 451 | Longs Won 321/451 71% | Profit Factor 15.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $376,681.65 |
| Average Win $128,786.1 | Best Trade (Oct 15) $4.59M | Sharpe Ratio -15.61 |
| Average Loss -$20,164.15 | Worst Trade (Oct 14) -$251,398.44 | Z-Score 11.66 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $85,851.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,565 | $1.92M | $2.59M | - | $667,400.74 | 34.71% | -0.163% |
| ABBV AbbVie Inc. | 982 | $249,811 | $279,781.62 | - | $29,970.62 | 12% | +0.504% |
| AMAT Applied Materials, Inc. | 640 | $224,157 | $276,742.4 | - | $52,585.4 | 23.46% | -3.184% |
| AMZN Amazon.com Inc | 10,862 | $2.41M | $2.77M | - | $358,204.14 | 14.84% | +0.429% |
| ANET Arista Networks, Inc. | 2,821 | $339,203.87 | $522,590.25 | - | $183,386.38 | 54.06% | -5.204% |
| APH Amphenol Corporation | 28,140 | $538,641.7 | $2.29M | - | $1.75M | 325.52% | -1.5% |
| ASML ASML Holding N.V. New York Registry Shares | 388 | $454,903.82 | $641,678.28 | - | $186,774.46 | 41.06% | +0.231% |
| AVGO Broadcom Inc. | 3,315 | $980,030.2 | $1.14M | - | $158,791.64 | 16.2% | -0.784% |
| BLK BlackRock, Inc. | 598 | $603,671.98 | $669,111.17 | - | $65,439.19 | 10.84% | +4.202% |
| BRK-B Berkshire Hathaway Inc. | 1,126 | $523,818.87 | $594,336.58 | - | $70,517.71 | 13.46% | +0.281% |
| CLOI VanEck CLO ETF | 174,296 | $9.19M | $9.21M | - | $24,415.78 | 0.27% | +0.045% |
| CME CME Group Inc. | 1,962 | $467,322.99 | $567,979.38 | - | $100,656.39 | 21.54% | +1.366% |
| COIN Coinbase Global, Inc. | 1,301 | $190,193.19 | $239,579.15 | - | $49,385.96 | 25.97% | +6.513% |
| COST Costco Wholesale Corporation | 724 | $670,833.88 | $711,373.44 | - | $40,539.56 | 6.04% | +0.057% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 133,076 | $11.16M | $13.25M | - | $2.1M | 18.79% | +0.647% |
| DGX Quest Diagnostics Inc. | 1,503 | $314,743 | $357,744.06 | - | $43,001.06 | 13.66% | +1.966% |
| DUK Duke Energy Corporation | 4,521 | $580,552.1 | $538,948.41 | - | -$41,603.69 | -7.17% | -0.359% |
| EFA iShares MSCI EAFE ETF | 5,320 | $402,245.67 | $550,939.2 | - | $148,693.53 | 36.97% | +0.788% |
| EQR Equity Residential | 4,228 | $295,960 | $269,154.48 | - | -$26,805.52 | -9.06% | -3.502% |
| FFIV F5 Inc. | 932 | $375,978 | $423,400.89 | - | $47,422.89 | 12.61% | -0.649% |
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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 - $1.08M, WisdomTree Floating Rate Treasury Fund - $747,204.23, iShares Floating Rate Bond ETF - $652,677.53, and JPMorgan U.S. Quality Factor ETF - $486,928.17. 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 $5.38M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $1.06M, WisdomTree Floating Rate Treasury Fund - $740,909.18, iShares Floating Rate Bond ETF - $652,677.53, Schwab U.S. Large-Cap ETF - $387,231.91, and iShares Core S&P U.S. Value ETF - $259,706.6. 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.
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