AT
Alex Tescher Portfolio
Invests via KELLY LAWRENCE W & ASSOCIATES Inc./CA | Managed by Alex Tescher
Invests via KELLY LAWRENCE W & ASSOCIATES Inc./CA
Managed by Alex Tescher
Automatically Tracked
Alex Tescher Profile
With a rich history in technology entrepreneurship, Alex Tescher has established himself as a dynamic force within the startup ecosystem. He co-founded several innovative ventures that leverage emerging technologies to enhance user experience across various sectors. His deep understanding of market dynamics allows him to identify and capitalize on new opportunities, making significant contributions to the growth of each organization he leads. Alongside his entrepreneurial endeavors, Tescher actively engages with aspiring founders, offering mentorship and guidance while fostering a collaborative environment for innovation. This commitment not only bolsters the local startup landscape but also enhances his relevance as an influential figure in venture investment circles.
With a rich history in technology entrepreneurship, Alex Tescher has established himself as a dynamic force within the startup ecosystem. He co-founded several innovative ventures that leverage emerging technologies to enhance user experience across various sectors. His deep understanding of market dynamics allows him to identify and capitalize on new opportunities, making significant contributions to the growth of each organization he leads. Alongside his entrepreneurial endeavors, Tescher actively engages with aspiring founders, offering mentorship and guidance while fostering a collaborative environment for innovation. This commitment not only bolsters the local startup landscape but also enhances his relevance as an influential figure in venture investment circles.
Investment Philosophy & Strategy
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:
-15.05%
Gain
Monthly
-0.31%
Yearly
-3.66%
Drawdown
63.91%
$463.78M
Equity
Holdings
$463.78M
Investment
$212.54M
-$817.44M
Profit -$9.22M
Realized
-$1.07B
Unrealized
$251.25M
Dividends
$179.77M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
-$9.22M
Win %
77%
This Week
Compared To Last Week
Gain
-2.3%
Profit
-$10.91M
Win %
77%
This Month
Compared to last month
Gain
-2.69%
Profit
-$12.82M
Win %
77%
This Year
Compared to last year
Gain
28.92%
Profit
$104.02M
Win %
76%
BLK BlackRock, Inc.
+7%
+$3,805.93 
HIMS Hims & Hers Health, Inc.
+5.26%
+$617,890.75 
ETSY Etsy Inc.
+4.37%
+$1,270.5 
VFC V.F. Corporation
+4.32%
+$1,062 
AAPL Apple Inc.
+3.63%
+$1.26M 
GOOG Alphabet Inc
+3.56%
+$457,132.9 
META Meta Platforms Inc Class A
+3.49%
+$2,305 
NVO Novo Nordisk A/S Sponsored ADR
+3.44%
+$760.5 
GOOGL Alphabet Inc
+3.38%
+$1.37M 
MSFT Microsoft Corp.
+3.22%
+$78,953.43 
TTWO Take-Two Interactive Software, Inc.
+3.18%
+$2,262.93 
PINS Pinterest, Inc. Class A
+3.16%
+$286 
AMZN Amazon.com Inc
+2.96%
+$384,898.3 
BNY BlackRock New York Municipal Income Trust
+2.84%
+$1,754 
ACN Accenture plc Class A
+2.65%
+$356 
MDT Medtronic plc
+2.46%
+$1,173 
SCHW Charles Schwab Corporation
+2.12%
+$31,601.38 
PFE Pfizer Inc.
+2.07%
+$4,583.26 
COF Capital One Financial Corporation
+2.03%
+$296,896.78 
BR Broadridge Financial Solutions, Inc.
+1.96%
+$164,750.3 
GILD Gilead Sciences Inc.
+1.84%
+$14,467.52 
JPM JPMorgan Chase & Co.
+1.81%
+$50,238.6 
WFC Wells Fargo & Company
+1.76%
+$6,600 
BAC Bank of America Corporation
+1.69%
+$12,142.15 
MMM 3M Company
+1.62%
+$4,171.97 
HD The Home Depot, Inc.
+1.59%
+$68,408.91 
MAT Mattel Inc.
+1.57%
+$1,247 
PANW Palo Alto Networks, Inc.
+1.56%
+$359,793.6 
REGN Regeneron Pharmaceuticals, Inc.
+1.56%
+$2,691.81 
ICE Intercontinental Exchange, Inc.
+1.55%
+$187,914.99 
BXP Boston Properties, Inc.
+1.54%
+$15,964 
PM Philip Morris International Inc.
+1.4%
+$469.3 
NOW ServiceNow, Inc.
+1.23%
+$129,161.25 
VZ Verizon Communications Inc.
+1.17%
+$1,884.46 
ROP Roper Technologies Inc.
+1.14%
+$106,970.04 
RITM Rithm Capital Corp.
+1.14%
+$472.5 
AMGN Amgen Inc.
+1.13%
+$5,597.45 
MITT-PB AG Mortgage Investment Trust, Inc.
+1.07%
+$2,223.1 
ABBV AbbVie Inc.
+1.06%
+$20,646.6 
NFLX Netflix, Inc.
+1.05%
+$600.62 
STT State Street Corp
+1.04%
+$2,002.87 
ADP Automatic Data Processing Inc.
+0.95%
+$359.55 
TMO Thermo Fisher Scientific Inc.
+0.93%
+$2,470.01 
PG Procter & Gamble Co
+0.86%
+$24,675 
CRM Salesforce Inc
+0.85%
+$16,889.25 
RGA Reinsurance Group of America, Inc.
+0.83%
+$488.75 
VRTX Vertex Pharmaceuticals Incorporated
+0.78%
+$2,179.12 
NKE Nike, Inc. - Class B
+0.75%
+$40 
NSRGY Nestle S.A. Sponsored ADR
+0.75%
+$5,039.65 
CWT California Water Service Group
+0.7%
+$350 
ZTS Zoetis Inc.
+0.69%
+$548.25 
V Visa Inc. Class A
+0.67%
+$100,046.34 
MCK McKesson Corporation
+0.64%
+$1,236 
MITT-PA AG Mortgage Investment Trust, Inc.
+0.63%
+$229.5 
T AT&T Inc.
+0.61%
+$1,680.25 
VRSN Verisign Inc.
+0.52%
+$6,946.85 
GE General Electric Company
+0.47%
+$2,098.32 
WWD Woodward Inc.
+0.47%
+$31,187.32 
RGEN Repligen Corporation
+0.47%
+$37,513.49 
WMT Walmart Inc.
+0.46%
+$3,954 
WFC-PL Wells Fargo & Company
+0.41%
+$4,106.7 
HXL Hexcel Corporation
+0.39%
+$8,332.4 
AGNCN AGNC Investment Corp. 9.67459% Perpetual Preferred Stock
+0.39%
+$150 
T-PA AT&T Inc.
+0.38%
+$2,646 
ABT Abbott Laboratories
+0.37%
+$1,950.3 
RTX RTX Corporation
+0.35%
+$442.01 
F-PB Ford Motor Company 6.20% Notes
+0.34%
+$1,239 
RITM-PD Rithm Capital Corp.
+0.26%
+$1,495 
PCRHY Panasonic Holdings Corp
+0.23%
+$27.9 
BUD Anheuser-Busch InBev S.A. ADR
+0.23%
+$36 
ATLCZ Atlanticus Holdings Corp. Preferred Stock 9.25%
+0.2%
+$588.9 
COST Costco Wholesale Corporation
+0.17%
+$37,700.65 
PEP PepsiCo, Inc.
+0.16%
+$12,492.14 
TJX The TJX Companies, Inc.
+0.15%
+$104.65 
RITM-PC Rithm Capital Corp.
+0.14%
+$94.5 
SPY SPDR S&P 500 ETF Trust
+0.12%
+$48.36 
RITM-PB Rithm Capital Corp.
+0.04%
+$705.24 
NLY-PF Annaly Capital Management, Inc.
+0.04%
+$33.33 
AFL Aflac Inc.
+0.02%
+$1,143.55 
HON Honeywell International Inc.
+0.01%
+$20.59 
AGNCO
0%
$0 
ALBCL Albemarle Corp.
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
PMT-PA PennyMac Mortgage Investment Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
Y1023R104
0%
$0 
LITE Lumentum Holdings Inc.
-9.01%
-$38,162.28 
INTC Intel Corporation
-6.38%
-$55,612.26 
CRDO Credo Technology Group Holding Ltd.
-5.58%
-$1.18M 
AMD Advanced Micro Devices, Inc.
-5.52%
-$3.69M 
CSCO Cisco Systems, Inc.
-5.44%
-$238,843.15 
GEV GE Vernova Inc.
-4.61%
-$16,555.12 
AMAT Applied Materials, Inc.
-4.31%
-$705,686.4 
ALB Albemarle Corporation
-4.24%
-$26,109.72 
CAT Caterpillar Inc.
-3.47%
-$31,700 
KNSL Kinsale Capital Group Inc.
-2.05%
-$155,056.44 
EW Edwards Lifesciences Corporation
-1.85%
-$17,576.75 
GNRC Generac Holdings Inc.
-1.75%
-$242,642.13 
CSX CSX Corporation
-1.69%
-$1,647.75 
COP ConocoPhillips
-1.43%
-$7,223.76 
XOM Exxon Mobil Corporation
-1.39%
-$14,711.59 
CVX Chevron Corporation
-1.34%
-$46,699.5 
JNJ Johnson & Johnson
-1.16%
-$140,487.9 
IBM International Business Machines Corporation
-0.99%
-$6,435 
FNV Franco-Nevada Corporation
-0.92%
-$558 
BWEL J.G. Boswell Co.
-0.75%
-$12,772 
DE Deere & Company
-0.74%
-$4,622.5 
NEE NextEra Energy, Inc.
-0.67%
-$7,971 
MCD McDonald's Corporation
-0.62%
-$1,338.56 
UNP Union Pacific Corporation
-0.6%
-$213.28 
NSC Norfolk Southern Corporation
-0.59%
-$1,544 
TEL TE Connectivity plc
-0.56%
-$272.4 
UNH UnitedHealth Group Incorporated
-0.56%
-$86,621.13 
LLY Eli Lilly and Company
-0.55%
-$1,427.83 
KIM Kimco Realty Corporation
-0.49%
-$3,450 
AMT American Tower Corporation
-0.45%
-$775.2 
AVY Avery Dennison Corporation
-0.37%
-$413 
KO The Coca-Cola Company
-0.33%
-$1,906.03 
ET Energy Transfer L.P.
-0.32%
-$234 
AIR AAR Corp.
-0.31%
-$736.62 
BRK.B Berkshire Hathaway Inc.
-0.21%
-$1,280.24 
COF-PI Capital One Financial Corporation
-0.14%
-$807.5 
TSLA Tesla, Inc.
-0.11%
-$202.5 
SHEL Shell plc
-0.01%
-$22 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 6704 | Longs Won 4256/6704 63% | Profit Factor 0.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.16M |
| Average Win $277,344.32 | Best Trade (Jul 13) $41.05M | Sharpe Ratio -154.85 |
| Average Loss -$816,085.76 | Worst Trade (Jun 30) -$315.88M | Z-Score -27.52 (100%) |
| Commissions $0 | Avg. Trade Length 3y 11m 1w 6d | Expectancy -$121,932.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 568 | 511 | 455 | 398 | 341 | 284 | 227 | 170 | 114 | 57 |
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
