EB
Eric Becker Portfolio
Invests via Guardian Wealth Advisors LLC | Managed by Eric Becker, John Keyes, Taylor Moran
Invests via Guardian Wealth Advisors LLC
Managed by Eric Becker, John Keyes, Taylor Moran
Automatically Tracked
Eric Becker Profile
Eric Becker has established a distinguished career as an investor-operator in the renewable energy sector, leveraging his extensive experience to drive transformative initiatives. Known for his strategic foresight and operational acumen, he plays a pivotal role in overseeing investment projects that emphasize sustainable growth and innovation. With a solid background in engineering and finance, he blends technical expertise with financial insight, enabling him to assess opportunities that align with market trends. His leadership extends to guiding teams through complex project executions while fostering relationships across the industry.
Eric Becker has established a distinguished career as an investor-operator in the renewable energy sector, leveraging his extensive experience to drive transformative initiatives. Known for his strategic foresight and operational acumen, he plays a pivotal role in overseeing investment projects that emphasize sustainable growth and innovation. With a solid background in engineering and finance, he blends technical expertise with financial insight, enabling him to assess opportunities that align with market trends. His leadership extends to guiding teams through complex project executions while fostering relationships across the industry.
Investment Philosophy & Strategy
Growth opportunities within the renewable energy landscape captivate this investor-operator's strategic vision. Eric Becker emphasizes sustainable innovation as a cornerstone of his investment strategy, skillfully navigating the intersections of technology and financial performance. His unique combination of engineering and finance allows him to identify scalable projects poised for market disruption, enabling significant operational enhancements. Focused on long-term impact, he leads initiatives that prioritize ecological resilience while maximizing returns. The approach reflects not just an eye on profitability but also a commitment to fostering advancements in clean energy solutions.
Growth opportunities within the renewable energy landscape captivate this investor-operator's strategic vision. Eric Becker emphasizes sustainable innovation as a cornerstone of his investment strategy, skillfully navigating the intersections of technology and financial performance. His unique combination of engineering and finance allows him to identify scalable projects poised for market disruption, enabling significant operational enhancements. Focused on long-term impact, he leads initiatives that prioritize ecological resilience while maximizing returns. The approach reflects not just an eye on profitability but also a commitment to fostering advancements in clean energy solutions.
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:
36.86%
Gain 0%
Monthly
0.41%
Yearly
5.04%
Drawdown
24.68%
$194.51M
Equity
Holdings
$194.51M
Investment
$135.58M
$131.38M
Profit -$7,032.78
Realized
$72.45M
Unrealized
$58.93M
Dividends
$29.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.002%
Profit
-$7,032.78
Win %
74%
This Week
Compared To Last Week
Gain
-0.004%
Profit
-$7,032.78
Win %
74%
This Month
Compared to last month
Gain
-0.17%
Profit
-$334,312.03
Win %
74%
This Year
Compared to last year
Gain
6.73%
Profit
$12.49M
Win %
75%
TGT Target Corporation
+1.95%
+$12,147.1 
FDS FactSet Research Systems Inc.
+1.91%
+$12,850.36 
PNR Pentair plc
+1.7%
+$3,125.43 
GPC Genuine Parts Company
+1.46%
+$5,836.33 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$43,910.48 
SPGI S&P Global Inc.
+1.35%
+$10,933.91 
ABBV AbbVie Inc.
+1.32%
+$14,151.76 
APD Air Products and Chemicals, Inc.
+1.26%
+$4,354 
CAH Cardinal Health Inc.
+1.22%
+$12,199.15 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$2,862.8 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$3,971.76 
JNJ Johnson & Johnson
+1.07%
+$13,883.64 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$2,396.35 
VO Vanguard Mid-Cap ETF
+0.97%
+$3,726.8 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$2,742.06 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$18,296 
IWM iShares Russell 2000 ETF
+0.87%
+$193,321.94 
PG Procter & Gamble Co
+0.86%
+$7,034.53 
ED Consolidated Edison, Inc.
+0.84%
+$4,245.3 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$2,649.9 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$62,570.7 
CVX Chevron Corporation
+0.75%
+$7,813.4 
UNH UnitedHealth Group Incorporated
+0.73%
+$2,343.33 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$1,701.6 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$136,489.32 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$1,937.6 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$32,966.7 
EMR Emerson Electric Co.
+0.69%
+$3,944.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$90,873.72 
ROP Roper Technologies Inc.
+0.68%
+$2,334.58 
ECL Ecolab Inc.
+0.68%
+$4,895 
GGG Graco Inc.
+0.65%
+$3,634.08 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$62,886.44 
IVV iShares Core S&P 500 ETF
+0.55%
+$1,484.31 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,767.68 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$155,817.48 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,473.36 
GOOG Alphabet Inc
+0.45%
+$1,551.99 
WMT Walmart Inc.
+0.45%
+$1,791.18 
CINF Cincinnati Financial Corporation
+0.42%
+$4,028.54 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$54,240.96 
FAST Fastenal Co.
+0.39%
+$2,217.6 
PEP PepsiCo, Inc.
+0.38%
+$2,599.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$20,542.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$87,100.8 
SCHF Schwab International Equity ETF
+0.29%
+$1,872.48 
XOM Exxon Mobil Corporation
+0.28%
+$2,430.41 
MMM 3M Company
+0.26%
+$1,422.7 
ADP Automatic Data Processing Inc.
+0.2%
+$516.12 
KO The Coca-Cola Company
+0.11%
+$309.15 
EXPD Expeditors International of Washington, Inc.
+0.11%
+$343.8 
MSFT Microsoft Corp.
+0.1%
+$488.8 
CB Chubb Limited
+0.06%
+$253.26 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$1,749.62 
MCD McDonald's Corporation
+0.01%
+$36.2 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ABT Abbott Laboratories
-1.64%
-$8,868.51 
AAPL Apple Inc.
-1.52%
-$14,481 
AMZN Amazon.com Inc
-1.23%
-$3,235.28 
IBM International Business Machines Corporation
-0.95%
-$3,570.48 
SYY Sysco Corporation
-0.56%
-$2,677.95 
MDT Medtronic plc
-0.16%
-$375.31 
LOW Lowe's Companies Inc.
-0.12%
-$747.63 
NEAR iShares Short Maturity Bond ETF
-0.03%
-$213.28 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 4097 | Longs Won 856/4097 20% | Profit Factor 6.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $676,512.35 |
| Average Win $180,070.83 | Best Trade (Jun 30) $38.24M | Sharpe Ratio -0.18 |
| Average Loss -$7,023.74 | Worst Trade (Sep 30) -$2.73M | Z-Score -30.81 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 5d | Expectancy $32,066.55 |
| 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% | 0.23% | 5.67% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
