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:
57.68%
Gain -0.48%
Monthly
-0.14%
Yearly
-1.63%
Drawdown
62.03%
$464.29M
Equity
Holdings
$464.29M
Investment
$223.77M
-$808.27M
Profit -$2.1M
Realized
-$1.05B
Unrealized
$240.53M
Dividends
$181.74M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$2.1M
Win %
77%
This Week
Compared To Last Week
Gain
-2.2%
Profit
-$10.45M
Win %
77%
This Month
Compared to last month
Gain
0.05%
Profit
$242,959.01
Win %
77%
This Year
Compared to last year
Gain
-0.78%
Profit
-$3.67M
Win %
75%
HONA Honeywell Aerospace Inc.
+3.16%
+$3,539.76 
BNY BlackRock New York Municipal Income Trust
+2.49%
+$1,416 
ZTS Zoetis Inc.
+2.38%
+$2,010.25 
WFC Wells Fargo & Company
+2.25%
+$8,184 
JPM JPMorgan Chase & Co.
+2.1%
+$55,716.15 
BUD Anheuser-Busch InBev S.A. ADR
+2.07%
+$337 
GEV GE Vernova Inc.
+2.03%
+$6,325.49 
NSRGY Nestle S.A. Sponsored ADR
+1.95%
+$11,354.95 
BLK BlackRock, Inc.
+1.93%
+$562.64 
ACN Accenture plc Class A
+1.82%
+$8,180 
GE General Electric Company
+1.81%
+$7,056.85 
HXL Hexcel Corporation
+1.81%
+$32,062.87 
COF Capital One Financial Corporation
+1.8%
+$254,405.54 
RTX RTX Corporation
+1.73%
+$2,106 
TSLA Tesla, Inc.
+1.73%
+$2,826 
SHEL Shell plc
+1.7%
+$7,722 
VFC V.F. Corporation
+1.47%
+$368.75 
ROP Roper Technologies Inc.
+1.43%
+$148,997.06 
MMM 3M Company
+1.39%
+$3,776.21 
PM Philip Morris International Inc.
+1.35%
+$512.05 
TJX The TJX Companies, Inc.
+1.3%
+$428.64 
COP ConocoPhillips
+1.27%
+$2,732.4 
AVY Avery Dennison Corporation
+1.26%
+$1,554 
PEP PepsiCo, Inc.
+1.25%
+$95,184.81 
KNSL Kinsale Capital Group Inc.
+1.21%
+$98,911.7 
JNJ Johnson & Johnson
+1.13%
+$136,640.7 
CVX Chevron Corporation
+1.12%
+$46,985.81 
NKE Nike, Inc. - Class B
+1.1%
+$51.25 
HON Honeywell International Inc.
+1.07%
+$1,540.07 
WMT Walmart Inc.
+1.06%
+$9,000 
IBM International Business Machines Corporation
+1.05%
+$7,350 
RGA Reinsurance Group of America, Inc.
+1.04%
+$688.75 
FNV Franco-Nevada Corporation
+1.02%
+$741 
STT State Street Corp
+1.01%
+$1,774.5 
BXP Boston Properties, Inc.
+1%
+$9,430.75 
BAC Bank of America Corporation
+1%
+$6,100.69 
BRK.B Berkshire Hathaway Inc.
+0.98%
+$6,339.66 
PG Procter & Gamble Co
+0.98%
+$30,399.56 
ADP Automatic Data Processing Inc.
+0.97%
+$425.34 
WWD Woodward Inc.
+0.97%
+$49,374.51 
KO The Coca-Cola Company
+0.97%
+$6,168.59 
VZ Verizon Communications Inc.
+0.96%
+$1,617.97 
AIR AAR Corp.
+0.95%
+$1,633 
NEE NextEra Energy, Inc.
+0.89%
+$14,126 
MDT Medtronic plc
+0.87%
+$501 
AMGN Amgen Inc.
+0.86%
+$5,228.52 
HD The Home Depot, Inc.
+0.86%
+$38,689.35 
KIM Kimco Realty Corporation
+0.84%
+$5,244 
CAT Caterpillar Inc.
+0.82%
+$5,925.52 
ETSY Etsy Inc.
+0.75%
+$234.5 
NSC Norfolk Southern Corporation
+0.72%
+$1,864.01 
ICE Intercontinental Exchange, Inc.
+0.71%
+$99,869.62 
HALO Halozyme Therapeutics Inc.
+0.68%
+$1,245 
CSX CSX Corporation
+0.66%
+$624 
COST Costco Wholesale Corporation
+0.65%
+$151,540.72 
MCD McDonald's Corporation
+0.61%
+$1,179.56 
BR Broadridge Financial Solutions, Inc.
+0.61%
+$60,796.3 
AFL Aflac Inc.
+0.61%
+$32,705.39 
UNP Union Pacific Corporation
+0.59%
+$212.04 
LLY Eli Lilly and Company
+0.58%
+$1,637.81 
XOM Exxon Mobil Corporation
+0.56%
+$7,137.41 
ALB Albemarle Corporation
+0.56%
+$2,606.19 
ABT Abbott Laboratories
+0.55%
+$3,427.8 
T AT&T Inc.
+0.55%
+$1,680.25 
VRSN Verisign Inc.
+0.55%
+$8,286.56 
F-PB Ford Motor Company 6.20% Notes
+0.53%
+$2,920 
REGN Regeneron Pharmaceuticals, Inc.
+0.51%
+$1,075.66 
AAPL Apple Inc.
+0.5%
+$185,923.9 
HIMS Hims & Hers Health, Inc.
+0.49%
+$48,179.87 
AMT American Tower Corporation
+0.46%
+$856.8 
T-PA AT&T Inc.
+0.42%
+$3,829.76 
RITM-PC Rithm Capital Corp.
+0.41%
+$750 
ET Energy Transfer L.P.
+0.35%
+$252 
CRM Salesforce Inc
+0.34%
+$9,853.93 
PFE Pfizer Inc.
+0.32%
+$867.35 
RITM Rithm Capital Corp.
+0.29%
+$112.5 
ATLCZ Atlanticus Holdings Corp. Preferred Stock 9.25%
+0.28%
+$824.46 
V Visa Inc. Class A
+0.27%
+$44,904.24 
NOW ServiceNow, Inc.
+0.21%
+$31,963.8 
MCK McKesson Corporation
+0.18%
+$441.6 
DE Deere & Company
+0.18%
+$1,241.65 
SCHW Charles Schwab Corporation
+0.17%
+$2,362.72 
ABBV AbbVie Inc.
+0.14%
+$3,194.39 
NVO Novo Nordisk A/S Sponsored ADR
+0.12%
+$20.25 
NOK Nokia Corporation Sponsored ADR
+0.1%
+$160.5 
CWT California Water Service Group
+0.09%
+$40 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$21.32 
PINS Pinterest, Inc. Class A
+0.02%
+$2 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
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 
MITT-PA AG Mortgage Investment Trust, Inc.
0%
$0 
MITT-PB AG Mortgage Investment Trust, Inc.
0%
$0 Y102
Y1023R104
0%
$0 AGNC
AGNCO
0%
$0 
ALBCL Albemarle Corp.
-37.37%
-$480,099.98 
PCRHY Panasonic Holdings Corp
-4.71%
-$581.25 
PANW Palo Alto Networks, Inc.
-3.93%
-$943,712.35 
CRDO Credo Technology Group Holding Ltd.
-3.28%
-$364,893.75 
AMD Advanced Micro Devices, Inc.
-2.63%
-$1.58M 
UNH UnitedHealth Group Incorporated
-1.93%
-$285,239.43 
NFLX Netflix, Inc.
-1.92%
-$1,081.12 
INTC Intel Corporation
-1.72%
-$12,601.76 
WFC-PL Wells Fargo & Company
-1.29%
-$11,779.3 
CSCO Cisco Systems, Inc.
-1.27%
-$52,493 
LITE Lumentum Holdings Inc.
-1.15%
-$4,825.17 
APP AppLovin Corporation Class A Common Stock
-1.06%
-$67,264.79 
EW Edwards Lifesciences Corporation
-1.01%
-$5,451.24 
COF-PI Capital One Financial Corporation
-0.96%
-$7,248 
AMAT Applied Materials, Inc.
-0.85%
-$80,739.82 
META Meta Platforms Inc Class A
-0.69%
-$511 
BWEL J.G. Boswell Co.
-0.69%
-$12,554.96 
GOOGL Alphabet Inc
-0.64%
-$251,128.64 
RGEN Repligen Corporation
-0.64%
-$69,915 
GOOG Alphabet Inc
-0.57%
-$69,377.8 
TTWO Take-Two Interactive Software, Inc.
-0.56%
-$354 
AMZN Amazon.com Inc
-0.48%
-$64,832.77 
GNRC Generac Holdings Inc.
-0.47%
-$57,692.83 
GILD Gilead Sciences Inc.
-0.47%
-$4,472.56 
MAT Mattel Inc.
-0.46%
-$80 
MSFT Microsoft Corp.
-0.4%
-$13,843.87 
TEL TE Connectivity plc
-0.39%
-$201.6 
AGNCN AGNC Investment Corp. 9.67459% Perpetual Preferred Stock
-0.39%
-$150.15 
TMO Thermo Fisher Scientific Inc.
-0.22%
-$752.5 
NLY-PF Annaly Capital Management, Inc.
-0.2%
-$165 
VRTX Vertex Pharmaceuticals Incorporated
-0.14%
-$432.9 
RITM-PD Rithm Capital Corp.
-0.08%
-$460 
RITM-PB Rithm Capital Corp.
-0.08%
-$1,216.5 Events
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Dividends
Dividend Analysis
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| Trades 6756 | Longs Won 4355/6756 64% | Profit Factor 0.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.13M |
| Average Win $275,733.4 | Best Trade (Oct 14) $33.66M | Sharpe Ratio -148.31 |
| Average Loss -$836,944.88 | Worst Trade (Jun 30) -$315.88M | Z-Score -24.91 (100%) |
| Commissions $0 | Avg. Trade Length 3y 11m 2w 4d | Expectancy -$119,638.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 555 | 499 | 444 | 388 | 333 | 277 | 222 | 166 | 111 | 55 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 109,367 | $8.46M | $37.59M | - | $29.13M | 344.2% | +0.497% |
| ABBV AbbVie Inc. | 7,791 | $850,302.08 | $2.21M | - | $1.36M | 160.04% | +0.145% |
| ABT Abbott Laboratories | 5,910 | $708,029.7 | $622,086.6 | - | -$85,943.1 | -12.14% | +0.554% |
| ACN Accenture plc Class A | 2,000 | $267,640 | $458,020 | - | $190,380 | 71.13% | +1.818% |
| ADP Automatic Data Processing Inc. | 153 | $46,746 | $44,129.79 | - | -$2,616.21 | -5.6% | +0.973% |
| AFL Aflac Inc. | 45,742 | $1.65M | $5.43M | - | $3.78M | 229.4% | +0.606% |
| AGNCN AGNC Investment Corp. 9.67459% Perpetual Preferred Stock | 1,500 | $37,546 | $38,085 | - | $539 | 1.44% | -0.393% |
| AGNC AGNCO | 26,740 | $573,678.22 | $689,892 | - | $116,213.78 | 20.26% | 0.0 |
| AIR AAR Corp. | 1,775 | $159,164 | $173,914.5 | - | $14,750.5 | 9.27% | +0.948% |
| ALB Albemarle Corporation | 4,782 | $600,830.86 | $472,102.95 | - | -$128,727.91 | -21.42% | +0.555% |
| ALBCL Albemarle Corp. | 17,955 | $921,564.86 | $804,563.02 | - | -$117,001.84 | -12.7% | -37.372% |
| AMAT Applied Materials, Inc. | 22,060 | $2.66M | $9.41M | - | $6.75M | 254.04% | -0.851% |
| AMD Advanced Micro Devices, Inc. | 107,076 | $4.15M | $58.62M | - | $54.47M | 1,311.3% | -2.626% |
| AMGN Amgen Inc. | 1,398 | $335,300.61 | $612,002.46 | - | $276,701.85 | 82.52% | +0.862% |
| AMT American Tower Corporation | 1,020 | $204,644.22 | $185,844 | - | -$18,800.22 | -9.19% | +0.463% |
| AMZN Amazon.com Inc | 52,710 | $10.2M | $13.36M | - | $3.16M | 31.02% | -0.483% |
| APP AppLovin Corporation Class A Common Stock | 22,648 | $11.67M | $6.26M | - | -$5.41M | -46.37% | -1.063% |
| ATLCZ Atlanticus Holdings Corp. Preferred Stock 9.25% | 11,778 | $295,302.44 | $296,570.04 | - | $1,267.6 | 0.43% | +0.279% |
| AVY Avery Dennison Corporation | 700 | $151,571.43 | $124,670 | - | -$26,901.43 | -17.75% | +1.262% |
| BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI | 4,800 | $327,552 | $327,552 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Alex Tescher?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $97.66M, Advanced Micro Devices, Inc - $55.87M, Costco Wholesale Corporation - $42.86M, PepsiCo, Inc - $27.13M, and PayPal Holdings Inc - $26.95M. 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: WYE - $626.58M, SWY - $112.47M, 026609107 - $86.35M, 22160Q102 - $76.93M, and ABS - $75.34M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alex Tescher's portfolio generate?
The portfolio generates substantial dividend income, with a total of $181.74M earned over time. The largest contributors to dividend income include Citigroup Inc - $21.03M, General Electric Company - $19.14M, American International Group Inc - $18.08M, PepsiCo, Inc - $9.67M, and Johnson & Johnson - $9.53M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alex Tescher's monthly returns?
Alex Tescher's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Alex Tescher's strategy be considered aggressive or moderate?
Alex Tescher's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Alex Tescher's strategy?
Alex Tescher's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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