Steve Erken Portfolio
Invests via Maxele Advisors LLC | Managed by Stephen M. (Steve) Erken
Invests via Maxele Advisors LLC
Managed by Stephen M. (Steve) Erken
Automatically Tracked
Veteran private-market operator and investor, Steve Erken brings operational leadership and portfolio-management experience spanning growth-stage technology and services businesses. Known for scaling revenue and improving unit economics, he has held senior operating roles, led strategic M&A and managed investor relations for PE-backed firms. Active in board and advisory roles, he focuses on go-to-market execution, margin expansion and capital-efficient growth. Engages with venture and growth equity investors on deal sourcing and diligence.
Veteran private-market operator and investor, Steve Erken brings operational leadership and portfolio-management experience spanning growth-stage technology and services businesses. Known for scaling revenue and improving unit economics, he has held senior operating roles, led strategic M&A and managed investor relations for PE-backed firms. Active in board and advisory roles, he focuses on go-to-market execution, margin expansion and capital-efficient growth. Engages with venture and growth equity investors on deal sourcing and diligence.
Investment Philosophy & Strategy
Operates with a growth-to-value bias, prioritizing capital-efficient scaling of technology and services businesses where go-to-market and unit-economics improvements drive value. Prefers growth-stage equity and control or structured minority positions with 3–7 year horizons, underwriting opportunities by revenue traction, margin expansion potential and M&A optionality. Applies operator-led diligence, active portfolio governance, and disciplined capital allocation to de-risk execution while cultivating strategic investor syndicates to amplify exits and follow-on funding.
Operates with a growth-to-value bias, prioritizing capital-efficient scaling of technology and services businesses where go-to-market and unit-economics improvements drive value. Prefers growth-stage equity and control or structured minority positions with 3–7 year horizons, underwriting opportunities by revenue traction, margin expansion potential and M&A optionality. Applies operator-led diligence, active portfolio governance, and disciplined capital allocation to de-risk execution while cultivating strategic investor syndicates to amplify exits and follow-on funding.
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:
7.74%
Gain
Monthly
0.02%
Yearly
0.23%
Drawdown
36.9%
$139.07M
Equity
Holdings
$139.07M
Investment
$94.35M
$45.45M
Profit -$586,429.02
Realized
$731,036.53
Unrealized
$44.72M
Dividends
$5.7M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$586,429.02
Win %
80%
This Week
Compared To Last Week
Gain
-1.63%
Profit
-$2.3M
Win %
80%
This Month
Compared to last month
Gain
-1.65%
Profit
-$2.33M
Win %
80%
This Year
Compared to last year
Gain
13%
Profit
$16M
Win %
80%
MU Micron Technology, Inc.
+4.54%
+$29,218.52 
ORCL Oracle Corporation
+2.69%
+$6,273.14 
CSCO Cisco Systems, Inc.
+2.36%
+$12,325.81 
UNH UnitedHealth Group Incorporated
+2.1%
+$10,076.32 
ABT Abbott Laboratories
+1.45%
+$16,367.61 
XOM Exxon Mobil Corporation
+1.44%
+$6,039.89 
MO Altria Group, Inc.
+1.38%
+$4,471.27 
CVX Chevron Corporation
+1.18%
+$3,255 
PM Philip Morris International Inc.
+1.06%
+$3,807.7 
GLD SPDR Gold Shares
+0.98%
+$29,015.24 
ITA iShares U.S. Aerospace & Defense ETF
+0.98%
+$29,867.47 
JNJ Johnson & Johnson
+0.97%
+$4,139.5 
CAT Caterpillar Inc.
+0.95%
+$9,243.52 
LLY Eli Lilly and Company
+0.79%
+$15,820.22 
FENY Fidelity MSCI Energy Index ETF
+0.71%
+$20,615.17 
SLV iShares Silver Trust
+0.53%
+$2,227.32 
MRK Merck & Co., Inc.
+0.47%
+$3,177.6 
BA Boeing Company
+0.36%
+$708.39 
ADBE Adobe Inc.
+0.34%
+$756.8 
HON Honeywell International Inc.
+0.12%
+$150.53 
IBB iShares Biotechnology ETF
+0.12%
+$1,046.7 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.1%
+$233 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$3,415.82 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.09%
+$616.78 
JPM JPMorgan Chase & Co.
+0.07%
+$1,233.45 
UNP Union Pacific Corporation
+0.04%
+$182.36 
IEI iShares 3-7 Year Treasury Bond ETF
+0.04%
+$166.68 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$54 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$146.47 
VTV Vanguard Value ETF
+0.01%
+$366.68 
NFLX Netflix, Inc.
-7.36%
-$35,828.5 
META Meta Platforms Inc Class A
-2.94%
-$37,554.89 
AMAT Applied Materials, Inc.
-2.53%
-$62,135.45 
LOW Lowe's Companies Inc.
-2.25%
-$7,141.82 
BNY BlackRock New York Municipal Income Trust
-2.23%
-$8,694.98 
ITB iShares U.S. Home Construction ETF
-2.22%
-$11,479.62 
GOOG Alphabet Inc
-2.2%
-$9,751.35 
GOOGL Alphabet Inc
-2.18%
-$20,020.73 
DXJ WisdomTree Japan Hedged Equity Fund
-2.05%
-$14,675.92 
DIS The Walt Disney Company
-1.96%
-$3,974.1 
MSFT Microsoft Corp.
-1.86%
-$12,992.82 
FCOM Fidelity MSCI Communication Services Index ETF
-1.82%
-$25,274.3 
XHB SPDR S&P Homebuilders ETF
-1.71%
-$5,632.2 
MA Mastercard Incorporated
-1.67%
-$3,637.95 
VWO Vanguard FTSE Emerging Markets ETF
-1.62%
-$9,502.25 
PEP PepsiCo, Inc.
-1.51%
-$4,321.28 
KRE SPDR S&P Regional Banking ETF
-1.48%
-$4,083.65 
GS The Goldman Sachs Group, Inc.
-1.46%
-$5,738.74 
HD The Home Depot, Inc.
-1.44%
-$9,135.47 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.44%
-$8,158.56 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-1.05%
-$25,933.67 
VCR Vanguard Consumer Discretionary ETF
-1.02%
-$12,388.95 
NVDA NVIDIA Corporation
-1.02%
-$73,242.32 
COST Costco Wholesale Corporation
-0.9%
-$11,376.6 
IWF iShares Russell 1000 Growth ETF
-0.86%
-$11,921.36 
IGV iShares Expanded Tech-Software Sector ETF
-0.83%
-$3,239.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.82%
-$1,920.8 
IWN iShares Russell 2000 Value ETF
-0.78%
-$9,289 
AEE Ameren Corporation
-0.78%
-$8,086.32 
FNCL Fidelity MSCI Financials Index ETF
-0.77%
-$18,951.54 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.75%
-$67,868.73 
IJR iShares Core S&P Small-Cap ETF
-0.74%
-$13,868.07 
OEF iShares S&P 100 ETF
-0.7%
-$9,248.58 
FMAT Fidelity MSCI Materials Index ETF
-0.63%
-$5,731.6 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.63%
-$4,711.04 
VDC VANGUARD CONSUMER STAPLES ETF
-0.61%
-$2,542.54 
IVV iShares Core S&P 500 ETF
-0.61%
-$27,500.02 
VOO Vanguard S&P 500 ETF
-0.6%
-$34,862.94 
XLF Financial Select Sector SPDR Fund
-0.59%
-$22,185.37 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.59%
-$1,863.67 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$4,678.8 
MDY SPDR S&P MidCap 400 ETF Trust
-0.55%
-$2,861.45 
XLB Materials Select Sector SPDR Fund
-0.53%
-$2,170.8 
IJH iShares Core S&P Mid-Cap ETF
-0.48%
-$8,109.57 
MS Morgan Stanley
-0.47%
-$2,721.37 
PG Procter & Gamble Co
-0.46%
-$1,932 
AMZN Amazon.com Inc
-0.44%
-$8,928.19 
IWD iShares Russell 1000 Value ETF
-0.41%
-$7,614.73 
FTEC Fidelity MSCI Information Technology Index ETF
-0.41%
-$21,961.15 
SOXX iShares Semiconductor ETF
-0.41%
-$23,662.79 
IWM iShares Russell 2000 ETF
-0.39%
-$8,151.32 
XLK State Street Technology Select Sector SPDR ETF
-0.34%
-$1,412.76 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.34%
-$3,904.62 
AAPL Apple Inc.
-0.31%
-$12,050.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$1,470.2 
IYH iShares U.S. Healthcare ETF
-0.28%
-$850.25 
WMT Walmart Inc.
-0.26%
-$2,518.93 
FUTY Fidelity MSCI Utilities Index ETF
-0.25%
-$3,290.49 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.23%
-$852.84 
FREL Fidelity MSCI Real Estate Index ETF
-0.21%
-$527.93 
DE Deere & Company
-0.2%
-$913.84 
XLV Health Care Select Sector SPDR Fund
-0.2%
-$7,194.6 
FHLC Fidelity MSCI Health Care Index ETF
-0.15%
-$2,644.44 
VGK Vanguard FTSE Europe ETF
-0.15%
-$1,031.4 
VYM Vanguard High Dividend Yield ETF
-0.15%
-$495.14 
FIDU Fidelity MSCI Industrials Index ETF
-0.11%
-$1,953.84 
BAC Bank of America Corporation
-0.08%
-$399.6 
CBSH Commerce Bancshares, Inc.
-0.04%
-$103.05 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$21.62 
XLI Industrial Select Sector SPDR Fund
0%
-$140.72 Events
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Dividends
Dividend Analysis
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| Trades 735 | Longs Won 400/735 54% | Profit Factor 9.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $357,723.93 |
| Average Win $127,080.23 | Best Trade (Jul 14) $6.24M | Sharpe Ratio -10.36 |
| Average Loss -$16,058.78 | Worst Trade (Jul 14) -$442,168.81 | Z-Score 6.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 4d | Expectancy $61,840 |
| 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% | <0.01% |
| Consecutive Losing Trades | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
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Returns
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