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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:
48.52%
Gain -1.17%
Monthly
-0.14%
Yearly
-1.7%
Drawdown
61.97%
$454.38M
Equity
Holdings
$454.38M
Investment
$223.77M
-$818.6M
Profit -$5.08M
Realized
-$1.05B
Unrealized
$230.61M
Dividends
$181.06M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.17%
Profit
-$5.08M
Win %
80%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$2.41M
Win %
80%
This Month
Compared to last month
Gain
-1.11%
Profit
-$5.08M
Win %
80%
This Year
Compared to last year
Gain
-2.99%
Profit
-$13.99M
Win %
77%
AMD Advanced Micro Devices, Inc.
+6.5%
+$3.36M 
LITE Lumentum Holdings Inc.
+5.19%
+$22,087.61 
ALB Albemarle Corporation
+4.34%
+$27,113.89 
WWD Woodward Inc.
+3.35%
+$183,172.63 
PINS Pinterest, Inc. Class A
+3.17%
+$296 
GE General Electric Company
+2.15%
+$9,667.25 
TTWO Take-Two Interactive Software, Inc.
+2.08%
+$1,512 
NOK Nokia Corporation Sponsored ADR
+1.89%
+$3,210 
COP ConocoPhillips
+1.81%
+$3,430.68 
HXL Hexcel Corporation
+1.72%
+$34,726.56 
COF Capital One Financial Corporation
+1.57%
+$249,431.13 
MCK McKesson Corporation
+1.44%
+$2,954.4 
BWEL J.G. Boswell Co.
+1.42%
+$24,025 
ET Energy Transfer L.P.
+1.4%
+$1,044 
GEV GE Vernova Inc.
+1.32%
+$4,660.7 
AIR AAR Corp.
+1.3%
+$3,301.5 
T AT&T Inc.
+1.26%
+$4,006.75 
GNRC Generac Holdings Inc.
+1.22%
+$162,032.64 
CVX Chevron Corporation
+1.16%
+$43,930 
FNV Franco-Nevada Corporation
+1.14%
+$792 
RTX RTX Corporation
+1.13%
+$1,618.5 
MAT Mattel Inc.
+1.01%
+$150 
STT State Street Corp
+1%
+$1,984.5 
XOM Exxon Mobil Corporation
+0.94%
+$10,851.74 
SCHW Charles Schwab Corporation
+0.94%
+$15,209.98 
APP AppLovin Corporation Class A Common Stock
+0.89%
+$62,734.73 
VFC V.F. Corporation
+0.88%
+$191.75 
WFC Wells Fargo & Company
+0.81%
+$3,124 
AMT American Tower Corporation
+0.8%
+$1,417.8 
PM Philip Morris International Inc.
+0.78%
+$281.2 
MDT Medtronic plc
+0.76%
+$414 
PMT-PA PennyMac Mortgage Investment Trust
+0.7%
+$640 
TEL TE Connectivity plc
+0.69%
+$357.6 
TSLA Tesla, Inc.
+0.68%
+$1,039.5 
UNH UnitedHealth Group Incorporated
+0.67%
+$97,265.87 
BAC Bank of America Corporation
+0.62%
+$4,738.45 
SHEL Shell plc
+0.61%
+$2,420 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$396 
KNSL Kinsale Capital Group Inc.
+0.59%
+$50,653.74 
VZ Verizon Communications Inc.
+0.54%
+$989.82 
T-PA AT&T Inc.
+0.5%
+$4,896 
PCRHY Panasonic Holdings Corp
+0.47%
+$65.1 
ROP Roper Technologies Inc.
+0.46%
+$50,119.76 
CWT California Water Service Group
+0.42%
+$210 
KO The Coca-Cola Company
+0.33%
+$2,009.99 
AFL Aflac Inc.
+0.29%
+$16,009.79 
CAT Caterpillar Inc.
+0.23%
+$1,928.66 
AAPL Apple Inc.
+0.22%
+$73,275.89 
MCD McDonald's Corporation
+0.21%
+$462.25 
NEE NextEra Energy, Inc.
+0.21%
+$3,632.36 
PG Procter & Gamble Co
+0.2%
+$5,724.8 
COF-PI Capital One Financial Corporation
+0.17%
+$1,359 
GILD Gilead Sciences Inc.
+0.16%
+$1,329.68 
AGNCN AGNC Investment Corp. 9.67459% Perpetual Preferred Stock
+0.15%
+$60 
PEP PepsiCo, Inc.
+0.12%
+$10,049.98 
KIM Kimco Realty Corporation
+0.08%
+$552 
CSX CSX Corporation
+0.04%
+$39 
RITM-PD Rithm Capital Corp.
+0.02%
+$115 
MMM 3M Company
0%
$0 
RITM Rithm Capital Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ALBCL Albemarle Corp.
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
NLY-PF Annaly Capital Management, Inc.
0%
$0 Y102
Y1023R104
0%
$0 AGNC
AGNCO
0%
$0 
AMAT Applied Materials, Inc.
-5.12%
-$603,561.38 
PANW Palo Alto Networks, Inc.
-2.96%
-$760,808.45 
ZTS Zoetis Inc.
-2.7%
-$2,203.75 
CRM Salesforce Inc
-2.56%
-$59,819.76 
NOW ServiceNow, Inc.
-2.55%
-$324,642.5 
LLY Eli Lilly and Company
-2.38%
-$6,546.67 
CRDO Credo Technology Group Holding Ltd.
-2.29%
-$379,863.75 
HIMS Hims & Hers Health, Inc.
-2.15%
-$206,010.5 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$6,253.65 
HONA Honeywell Aerospace Inc.
-2.03%
-$2,366.7 
HALO Halozyme Therapeutics Inc.
-2%
-$3,015 
INTC Intel Corporation
-1.97%
-$15,829.04 
NVO Novo Nordisk A/S Sponsored ADR
-1.78%
-$373.5 
CSCO Cisco Systems, Inc.
-1.58%
-$67,116.05 
UNP Union Pacific Corporation
-1.38%
-$509.64 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$3,800.01 
NKE Nike, Inc. - Class B
-1.21%
-$62.5 
IBM International Business Machines Corporation
-1.19%
-$8,459.97 
ADP Automatic Data Processing Inc.
-1.18%
-$500.31 
TJX The TJX Companies, Inc.
-1.1%
-$387.6 
BXP Boston Properties, Inc.
-1.05%
-$11,570.5 
EW Edwards Lifesciences Corporation
-1.04%
-$5,880 
NSC Norfolk Southern Corporation
-1.02%
-$2,752.01 
VRSN Verisign Inc.
-1.01%
-$14,439.42 
ETSY Etsy Inc.
-0.95%
-$269.5 
AMZN Amazon.com Inc
-0.94%
-$130,721.33 
ACN Accenture plc Class A
-0.9%
-$3,200.02 
META Meta Platforms Inc Class A
-0.86%
-$512 
HD The Home Depot, Inc.
-0.83%
-$41,620.49 
BLK BlackRock, Inc.
-0.77%
-$236.86 
BR Broadridge Financial Solutions, Inc.
-0.71%
-$70,547.54 
JNJ Johnson & Johnson
-0.66%
-$82,364.2 
AMGN Amgen Inc.
-0.63%
-$3,676.75 
BUD Anheuser-Busch InBev S.A. ADR
-0.62%
-$100 
AVY Avery Dennison Corporation
-0.6%
-$756 
DE Deere & Company
-0.58%
-$3,794.77 
BRK.B Berkshire Hathaway Inc.
-0.57%
-$3,569.89 
ABBV AbbVie Inc.
-0.54%
-$10,595.76 
F-PB Ford Motor Company 6.20% Notes
-0.44%
-$2,628 
RGEN Repligen Corporation
-0.39%
-$39,105.59 
WMT Walmart Inc.
-0.39%
-$3,240 
RGA Reinsurance Group of America, Inc.
-0.37%
-$232.5 
ATLCZ Atlanticus Holdings Corp. Preferred Stock 9.25%
-0.36%
-$1,085.93 
V Visa Inc. Class A
-0.36%
-$54,052.23 
MITT-PB AG Mortgage Investment Trust, Inc.
-0.35%
-$730.59 
ICE Intercontinental Exchange, Inc.
-0.33%
-$45,275.12 
REGN Regeneron Pharmaceuticals, Inc.
-0.31%
-$654.87 
RITM-PB Rithm Capital Corp.
-0.31%
-$4,720.02 
MSFT Microsoft Corp.
-0.3%
-$9,420.26 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$80.08 
NSRGY Nestle S.A. Sponsored ADR
-0.14%
-$832.3 
GOOGL Alphabet Inc
-0.13%
-$51,571.06 
WFC-PL Wells Fargo & Company
-0.12%
-$1,183 
GOOG Alphabet Inc
-0.12%
-$14,050.85 
NFLX Netflix, Inc.
-0.1%
-$62 
COST Costco Wholesale Corporation
-0.08%
-$17,983.6 
JPM JPMorgan Chase & Co.
-0.07%
-$2,133.73 
MITT-PA AG Mortgage Investment Trust, Inc.
-0.07%
-$25.5 
RITM-PC Rithm Capital Corp.
-0.04%
-$75 
PFE Pfizer Inc.
-0.04%
-$91.3 
ABT Abbott Laboratories
-0.02%
-$118.2 
HON Honeywell International Inc.
-0.01%
-$20.58 Events
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Dividends
Dividend Analysis
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| Trades 6756 | Longs Won 4366/6756 64% | Profit Factor 0.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.13M |
| Average Win $272,270.58 | Best Trade (Aug 15) $30.27M | Sharpe Ratio -148.28 |
| Average Loss -$839,890.5 | Worst Trade (Jun 30) -$315.88M | Z-Score -25.13 (100%) |
| Commissions $0 | Avg. Trade Length 3y 11m 2w 1d | Expectancy -$121,167.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 541 | 487 | 433 | 379 | 325 | 271 | 216 | 162 | 108 | 54 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 109,367 | $8.46M | $33.46M | - | $25M | 295.39% | +0.219% |
| ABBV AbbVie Inc. | 7,791 | $850,302.08 | $1.94M | - | $1.09M | 128.57% | -0.542% |
| ABT Abbott Laboratories | 5,910 | $708,029.7 | $657,487.5 | - | -$50,542.2 | -7.14% | -0.018% |
| ACN Accenture plc Class A | 2,000 | $267,640 | $353,780 | - | $86,140 | 32.19% | -0.896% |
| ADP Automatic Data Processing Inc. | 153 | $46,746 | $41,762.88 | - | -$4,983.12 | -10.66% | -1.184% |
| AFL Aflac Inc. | 45,742 | $1.65M | $5.56M | - | $3.91M | 236.85% | +0.289% |
| AGNCN AGNC Investment Corp. 9.67459% Perpetual Preferred Stock | 1,500 | $37,546 | $38,970 | - | $1,424 | 3.79% | +0.154% |
| AGNC AGNCO | 26,740 | $573,678.22 | $689,892 | - | $116,213.78 | 20.26% | 0.0 |
| AIR AAR Corp. | 1,775 | $159,164 | $257,818.75 | - | $98,654.75 | 61.98% | +1.297% |
| ALB Albemarle Corporation | 4,782 | $600,830.86 | $651,069.25 | - | $50,238.39 | 8.36% | +4.345% |
| ALBCL Albemarle Corp. | 17,955 | $921,564.86 | $804,563.02 | - | -$117,001.84 | -12.7% | 0.0 |
| AMAT Applied Materials, Inc. | 22,060 | $2.66M | $11.19M | - | $8.53M | 321.16% | -5.118% |
| AMD Advanced Micro Devices, Inc. | 107,076 | $4.15M | $55.08M | - | $50.93M | 1,226.03% | +6.497% |
| AMGN Amgen Inc. | 1,398 | $335,300.61 | $580,463.57 | - | $245,162.96 | 73.12% | -0.629% |
| AMT American Tower Corporation | 1,020 | $204,644.22 | $179,091.6 | - | -$25,552.62 | -12.49% | +0.798% |
| AMZN Amazon.com Inc | 52,710 | $10.2M | $13.84M | - | $3.64M | 35.73% | -0.935% |
| APP AppLovin Corporation Class A Common Stock | 22,648 | $11.67M | $7.14M | - | -$4.52M | -38.78% | +0.886% |
| ATLCZ Atlanticus Holdings Corp. Preferred Stock 9.25% | 11,778 | $295,302.44 | $299,841.97 | - | $4,539.53 | 1.54% | -0.361% |
| AVY Avery Dennison Corporation | 700 | $151,571.43 | $125,250.99 | - | -$26,320.44 | -17.37% | -0.6% |
| 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 - $27.04M, 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 $181.06M 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 - $9.58M, and Johnson & Johnson - $9.46M. 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.
