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:
58.69%
Gain +0.25%
Monthly
0.86%
Yearly
10.78%
Drawdown
16.33%
$200.15M
Equity
Holdings
$200.15M
Investment
$139.75M
$246.79M
Profit +$397,910.96
Realized
$186.39M
Unrealized
$60.39M
Dividends
$30.18M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.25%
Profit
$397,910.96
Win %
70%
This Week
Compared To Last Week
Gain
0.2%
Profit
$397,910.96
Win %
70%
This Month
Compared to last month
Gain
1.17%
Profit
$2.31M
Win %
70%
This Year
Compared to last year
Gain
0.14%
Profit
$280,155.35
Win %
71%
ABT Abbott Laboratories
+2.39%
+$15,918.56 
MDT Medtronic plc
+1.74%
+$3,987 
SCHE Schwab Emerging Markets Equity ETF
+1.7%
+$5,444.84 
MSFT Microsoft Corp.
+1.67%
+$15,024.9 
VWO Vanguard FTSE Emerging Markets ETF
+1.53%
+$128,903.87 
VLO Valero Energy Corporation
+1.45%
+$7,763.03 
ROP Roper Technologies Inc.
+1.31%
+$6,342.59 
CAH Cardinal Health Inc.
+0.99%
+$9,983.46 
ECL Ecolab Inc.
+0.88%
+$6,717.57 
SPGI S&P Global Inc.
+0.82%
+$6,340.02 
PG Procter & Gamble Co
+0.69%
+$5,801 
EMR Emerson Electric Co.
+0.66%
+$4,324.94 
KO The Coca-Cola Company
+0.65%
+$1,873.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.62%
+$35,982.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.59%
+$81,082.26 
APD Air Products and Chemicals, Inc.
+0.57%
+$2,046.38 
QQQ Invesco QQQ Trust, Series 1
+0.48%
+$53,971.03 
VO Vanguard Mid-Cap ETF
+0.41%
+$1,572.03 
IWR iShares Russell Mid-Cap ETF
+0.39%
+$7,614.6 
GGG Graco Inc.
+0.39%
+$2,271.3 
SCHM Schwab U.S. Mid-Cap ETF
+0.38%
+$1,329.12 
SPY SPDR S&P 500 ETF Trust
+0.36%
+$109,649.32 
SCHX Schwab U.S. Large-Cap ETF
+0.35%
+$1,105.02 
IVV iShares Core S&P 500 ETF
+0.34%
+$989.52 
VOO Vanguard S&P 500 ETF
+0.34%
+$1,816.78 
CINF Cincinnati Financial Corporation
+0.33%
+$2,994.3 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$58,436.56 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.29%
+$673.55 
CB Chubb Limited
+0.29%
+$1,187.87 
WMT Walmart Inc.
+0.23%
+$800.4 
GOOG Alphabet Inc
+0.22%
+$737.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.18%
+$411.82 
IJR iShares Core S&P Small-Cap ETF
+0.15%
+$398.73 
SCHA Schwab U.S. Small-Cap ETF
+0.14%
+$326.93 
ED Consolidated Edison, Inc.
+0.13%
+$640.17 
AAPL Apple Inc.
+0.12%
+$1,247.22 
IWM iShares Russell 2000 ETF
+0.11%
+$22,454.1 
ADP Automatic Data Processing Inc.
+0.09%
+$298.09 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.07%
+$9,887.22 
AMZN Amazon.com Inc
+0.07%
+$195.43 
IVE ISHARES S&P 500 VALUE ETF
+0.05%
+$2,369.8 
ICSH iShares Short Treasury Bond ETF
+0.04%
+$646.4 
IBM International Business Machines Corporation
+0.03%
+$97.09 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2,306.96 
FDS FactSet Research Systems Inc.
0%
+$30.48 
NEAR iShares Short Maturity Bond ETF
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
-16.07%
-$423,076.64 
TGT Target Corporation
-3.05%
-$21,229.6 
INTC Intel Corporation
-2.01%
-$3,675.25 
SYY Sysco Corporation
-1.48%
-$6,776.95 
EXPD Expeditors International of Washington, Inc.
-1.12%
-$4,060.8 
GPC Genuine Parts Company
-1.02%
-$5,034.96 
PEP PepsiCo, Inc.
-0.98%
-$6,031.36 
JNJ Johnson & Johnson
-0.91%
-$12,251.92 
PNR Pentair plc
-0.9%
-$1,313.85 
CVX Chevron Corporation
-0.85%
-$9,554.22 
FAST Fastenal Co.
-0.77%
-$4,984.98 
XOM Exxon Mobil Corporation
-0.74%
-$7,057.93 
BRK-B Berkshire Hathaway Inc.
-0.68%
-$1,915.2 
LOW Lowe's Companies Inc.
-0.63%
-$3,152.18 
UNH UnitedHealth Group Incorporated
-0.48%
-$1,354.82 
ABBV AbbVie Inc.
-0.37%
-$4,746.72 
MCD McDonald's Corporation
-0.32%
-$681.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.23%
-$59,918.26 
SCHF Schwab International Equity ETF
-0.13%
-$820.23 
MMM 3M Company
-0.07%
-$576.03 Events
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Dividends
Dividend Analysis
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| Trades 4156 | Longs Won 2673/4156 64% | Profit Factor 8.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $767,320.63 |
| Average Win $104,686.76 | Best Trade (Jun 30) $38.24M | Sharpe Ratio -1.05 |
| Average Loss -$22,279.94 | Worst Trade (Dec 30) -$5.31M | Z-Score -9.57 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 3d | Expectancy $59,380.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.43% |
| Consecutive Losing Trades | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,198 | $635,275.2 | $1.07M | - | $433,112.64 | 68.18% | +0.117% |
| ABBV AbbVie Inc. | 4,819 | $657,184.83 | $1.26M | - | $604,598.03 | 92% | -0.375% |
| ABT Abbott Laboratories | 6,832 | $738,184.07 | $682,038.56 | - | -$56,145.51 | -7.61% | +2.39% |
| ADP Automatic Data Processing Inc. | 1,296 | $285,084.63 | $334,251.36 | - | $49,166.73 | 17.25% | +0.089% |
| AMZN Amazon.com Inc | 1,093 | $181,651.91 | $275,106.79 | - | $93,454.88 | 51.45% | +0.071% |
| APD Air Products and Chemicals, Inc. | 1,283 | $381,687.8 | $358,168.69 | - | -$23,519.11 | -6.16% | +0.575% |
| BRK-B Berkshire Hathaway Inc. | 560 | $160,135.69 | $279,568.8 | - | $119,433.11 | 74.58% | -0.68% |
| CAH Cardinal Health Inc. | 4,398 | $414,833.86 | $1.01M | - | $599,213 | 144.45% | +0.994% |
| CB Chubb Limited | 1,257 | $291,803.65 | $417,116.59 | - | $125,312.94 | 42.94% | +0.286% |
| CHRW C.H. Robinson Worldwide, Inc. | 16,696 | $1.58M | $2.21M | - | $634,948.88 | 40.31% | -16.066% |
| CINF Cincinnati Financial Corporation | 5,545 | $539,940.26 | $901,007.05 | - | $361,066.79 | 66.87% | +0.333% |
| CVX Chevron Corporation | 5,444 | $850,723.61 | $1.12M | - | $264,942.53 | 31.14% | -0.849% |
| ECL Ecolab Inc. | 2,799 | $527,165.99 | $772,803.9 | - | $245,637.91 | 46.6% | +0.877% |
| ED Consolidated Edison, Inc. | 4,742 | $430,814.36 | $490,915.55 | - | $60,101.19 | 13.95% | +0.131% |
| EMR Emerson Electric Co. | 4,042 | $371,184.19 | $657,552.56 | - | $286,368.37 | 77.15% | +0.662% |
| EXPD Expeditors International of Washington, Inc. | 1,880 | $226,869.84 | $357,782.8 | - | $130,912.96 | 57.7% | -1.122% |
| FAST Fastenal Co. | 12,782 | $523,832.16 | $643,701.52 | - | $119,869.36 | 22.88% | -0.768% |
| FDS FactSet Research Systems Inc. | 3,048 | $881,167.28 | $810,798.48 | - | -$70,368.8 | -7.99% | +0.004% |
| GGG Graco Inc. | 7,571 | $653,642.16 | $592,809.3 | - | -$60,832.86 | -9.31% | +0.385% |
| GOOG Alphabet Inc | 970 | $237,086.5 | $330,876.7 | - | $93,790.2 | 39.56% | +0.223% |
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FAQ
Which stocks have generated the highest profits for Eric Becker?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $43.36M, VANGUARD FTSE DEVELOPED MARKETS ETF - $15.94M, Vanguard Large-Cap Index Fund ETF Shares - $12.78M, Vanguard High Dividend Yield ETF - $9.9M, and Dimensional U.S. Core Equity 2 ETF - $9.29M. 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: Tesla, Inc - $5.28M, Nikola Corporation - $300,419.92, 374Water Inc - $276,328.68, 3M Company - $260,232.68, and The Clorox Company - $221,207.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eric Becker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.18M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $5.68M, SPDR S&P 500 ETF Trust - $3.01M, Vanguard High Dividend Yield ETF - $1.68M, Vanguard FTSE Emerging Markets ETF - $1.41M, and SPDR Bloomberg Short Term High Yield Bond ETF - $1.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eric Becker's monthly returns?
Eric Becker'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 Eric Becker's strategy be considered aggressive or moderate?
Eric Becker'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 Eric Becker's strategy?
Eric Becker'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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