Steve Alexandrowski Portfolio
Invests via GEM Asset Management LLC | Managed by Steve Alexandrowski, S. Timothy Story, Lisa Carey, Bradley Hoekstra
Invests via GEM Asset Management LLC
Managed by Steve Alexandrowski, S. Timothy Story, Lisa Carey, Bradley Hoekstra
Automatically Tracked
Steve Alexandrowski Profile
Steve Alexandrowski is a seasoned entrepreneur and operating executive known for his impactful contributions in the technology sector. With extensive experience at the intersection of innovation and business development, he has successfully led various startups through their growth phases while emphasizing strategic market entry. His deep understanding of emerging technologies enables him to identify unique opportunities that drive value creation. By fostering collaborative environments, Alexandrowski enhances team performance and ensures alignment with market demands, establishing himself as a key player in today's dynamic landscape.
Steve Alexandrowski is a seasoned entrepreneur and operating executive known for his impactful contributions in the technology sector. With extensive experience at the intersection of innovation and business development, he has successfully led various startups through their growth phases while emphasizing strategic market entry. His deep understanding of emerging technologies enables him to identify unique opportunities that drive value creation. By fostering collaborative environments, Alexandrowski enhances team performance and ensures alignment with market demands, establishing himself as a key player in today's dynamic landscape.
Investment Philosophy & Strategy
Through a focus on transformative innovation, Steve Alexandrowski positions himself at the forefront of opportunity identification within the technology landscape. His entrepreneurial background empowers him to navigate challenges creatively while accelerating growth trajectories for nascent ventures. With a nuanced grasp of emerging market trends and consumer demands, he leverages operational insights to craft strategic initiatives that prioritize value generation. His adeptness in fostering collaborative team dynamics ensures that all efforts are synchronized toward achieving ambitious goals in competitive environments.
Through a focus on transformative innovation, Steve Alexandrowski positions himself at the forefront of opportunity identification within the technology landscape. His entrepreneurial background empowers him to navigate challenges creatively while accelerating growth trajectories for nascent ventures. With a nuanced grasp of emerging market trends and consumer demands, he leverages operational insights to craft strategic initiatives that prioritize value generation. His adeptness in fostering collaborative team dynamics ensures that all efforts are synchronized toward achieving ambitious goals in competitive environments.
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:
53.52%
Gain +0.68%
Monthly
1.25%
Yearly
16.08%
Drawdown
20.19%
$254.11M
Equity
Holdings
$254.11M
Investment
$181.02M
$78.55M
Profit +$1.13M
Realized
$5.45M
Unrealized
$73.1M
Dividends
$10.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.68%
Profit
$1.13M
Win %
87%
This Week
Compared To Last Week
Gain
0.1%
Profit
$242,322.63
Win %
87%
This Month
Compared to last month
Gain
-0.6%
Profit
-$1.54M
Win %
87%
This Year
Compared to last year
Gain
13.32%
Profit
$29.85M
Win %
86%
ORCL Oracle Corporation
+4.74%
+$11,454 
IEMG iShares Core MSCI Emerging Markets ETF
+2.71%
+$6,817.58 
TSLA Tesla, Inc.
+2.53%
+$6,785.99 
WELD Tema U.S. Manufacturing & Reshoring ETF
+2.53%
+$9,751.17 
XOM Exxon Mobil Corporation
+2.26%
+$10,616.15 
NVDA NVIDIA Corporation
+1.97%
+$23,939.7 
HON Honeywell International Inc.
+1.63%
+$1,845.53 
DFAI Dimensional International Core Equity Market ETF
+1.29%
+$159,899.11 
XLE Energy Select Sector SPDR Fund
+0.97%
+$6,372.8 
VUG Vanguard Growth ETF
+0.94%
+$5,145.6 
IWB iShares Russell 1000 ETF
+0.84%
+$2,448.71 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$139,899.58 
VOO Vanguard S&P 500 ETF
+0.83%
+$31,622.31 
AMGN Amgen Inc.
+0.57%
+$2,036.87 
AAPL Apple Inc.
+0.35%
+$24,081 
ABT Abbott Laboratories
+0.06%
+$217.92 
DFIS Dimensional International Small Cap ETF
+0.06%
+$123.91 
USMV iShares MSCI USA Min Vol Factor ETF
+0.05%
+$293.3 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$215.64 
DFAW Dimensional World Equity ETF
+0.01%
+$60.61 
ABBV AbbVie Inc.
0%
$0 
AEE Ameren Corporation
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVGE FRCL 3 2022Q3 Hb Float
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
AVSC Avantis U.S. Small Cap Equity ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CATH Global X S&P 500 Catholic Values ETF
0%
+$0.35 
CSCO Cisco Systems, Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
-$0.15 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFLV Dimensional US Large Cap Value ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
DLN WisdomTree U.S. LargeCap Dividend Fund
0%
$0 
DNP DNP Select Income Fund Inc.
0%
$0 
DTM Dt Midstream Inc.
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
GGG Graco Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HACK Amplify Cybersecurity ETF
0%
-$0.02 
HBAN Huntington Bancshares Incorporated
0%
+$0.03 
IGEB iShares Investment Grade Corporate Bond ETF
0%
$0 
IGM iShares Expanded Tech Sector ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.03 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MCD McDonald's Corporation
0%
-$0.01 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
-$0.02 
MSFT Microsoft Corp.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NDSN Nordson Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.01 
PSN Parsons Corporation
0%
$0 
QNC Quantum eMotion Corp
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SLDP Solid Power, Inc.
0%
$0 
SMLF iShares U.S. Small-Cap Equity Factor ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SYY Sysco Corporation
0%
$0 
TAXF American Century Diversified Municipal Bond ETF
0%
$0 
TXG 10x Genomics Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
WWJD Inspire International ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
-$0.01 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.02 
FTNT Fortinet Inc.
-1.41%
-$14,678.7 
GOOGL Alphabet Inc
-1.37%
-$30,724.26 
AMZN Amazon.com Inc
-0.98%
-$19,883.64 
SO The Southern Company
-0.65%
-$2,580.3 
DTE DTE Energy Company
-0.63%
-$3,867.68 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.08%
-$400.88 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$1,713.44 
DFNM Dimensional National Municipal Bond ETF
-0.01%
-$244.36 
DCOR Dimensional US Core Equity 1 ETF
0%
-$2.2 Events
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Dividends
Dividend Analysis
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| Trades 1001 | Longs Won 834/1001 83% | Profit Factor 78.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $403,860.23 |
| Average Win $95,389.98 | Best Trade (Jul 22) $8.25M | Sharpe Ratio -12.43 |
| Average Loss -$6,041.91 | Worst Trade (Dec 30) -$150,399 | Z-Score 39.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w | Expectancy $78,467.78 |
| 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 | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Steve Alexandrowski?
The largest contributions to the portfolio's profits come from the following stocks: Sysco Corporation - $3.17M, SPDR S&P 500 ETF Trust - $1.44M, Dimensional International Core Equity Market ETF - $697,645.51, Amazon.com Inc - $555,563.13, and Dimensional U.S. Equity Market ETF - $512,438.98. 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: Pfizer Inc - $136,749.28, Solid Power, Inc - $19,992, Booking Holdings Inc - $14,742.6, Chevron Corporation - $12,697.62, and iShares 20+ Year Treasury Bond ETF - $11,862.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Steve Alexandrowski's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.97M earned over time. The largest contributors to dividend income include Sysco Corporation - $3.19M, Dimensional International Core Equity Market ETF - $697,645.51, SPDR S&P 500 ETF Trust - $615,680.85, Dimensional U.S. Equity Market ETF - $468,203.26, and Dimensional World ex U.S. Core Equity 2 ETF - $389,527.45. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steve Alexandrowski's monthly returns?
Steve Alexandrowski's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Steve Alexandrowski's strategy be considered aggressive or moderate?
Steve Alexandrowski's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Steve Alexandrowski's strategy?
Steve Alexandrowski's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
