SA
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:
28.32%
Gain
Monthly
0.74%
Yearly
9.26%
Drawdown
15.08%
$252.92M
Equity
Holdings
$252.92M
Investment
$181.35M
$77.33M
Profit +$4,350.48
Realized
$5.43M
Unrealized
$71.9M
Dividends
$9.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$4,350.48
Win %
90%
This Week
Compared To Last Week
Gain
0.002%
Profit
$4,350.48
Win %
90%
This Month
Compared to last month
Gain
-0.01%
Profit
-$27,776.82
Win %
90%
This Year
Compared to last year
Gain
5.92%
Profit
$15M
Win %
89%
JPM JPMorgan Chase & Co.
+2.31%
+$6,550.39 
TSLA Tesla, Inc.
+1.82%
+$5,278 
HBAN Huntington Bancshares Incorporated
+1.8%
+$9,415.94 
CAT Caterpillar Inc.
+1.44%
+$8,398.07 
DTM Dt Midstream Inc.
+1.42%
+$3,601.92 
XLF Financial Select Sector SPDR Fund
+1.37%
+$7,647.84 
QNC Quantum eMotion Corp
+1.36%
+$574.68 
ABBV AbbVie Inc.
+1.32%
+$13,761.04 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$25,548.3 
DTE DTE Energy Company
+1.12%
+$6,852.56 
JNJ Johnson & Johnson
+1.07%
+$7,393.94 
V Visa Inc. Class A
+1.05%
+$11,366.09 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$107,595.54 
AVSC Avantis U.S. Small Cap Equity ETF
+1.01%
+$3,942.63 
VO Vanguard Mid-Cap ETF
+0.97%
+$36,698.06 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$16,167.18 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$29,406.15 
NDSN Nordson Corporation
+0.9%
+$2,672.87 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$62,459.32 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$2,156.15 
IWM iShares Russell 2000 ETF
+0.87%
+$27,683.57 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$2,601.22 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$6,356.94 
FTNT Fortinet Inc.
+0.85%
+$8,053.81 
DFLV Dimensional US Large Cap Value ETF
+0.83%
+$50,960.25 
RSHO Tema American Reshoring ETF
+0.8%
+$3,204.93 
SO The Southern Company
+0.78%
+$3,087.9 
XLE Energy Select Sector SPDR Fund
+0.75%
+$4,893.4 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.74%
+$1,622.35 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$15,894.45 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$29,713.56 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$4,145.08 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$12,821.61 
VB Vanguard Small-Cap ETF
+0.7%
+$7,920.66 
AEE Ameren Corporation
+0.69%
+$3,755.25 
IGM iShares Expanded Tech Sector ETF
+0.69%
+$2,109.15 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$42,938.6 
AVGE FRCL 3 2022Q3 Hb Float
+0.66%
+$4,123.6 
AVUS Avantis U.S. Equity ETF
+0.65%
+$1,613.76 
GGG Graco Inc.
+0.65%
+$1,838.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$1,631 
DCOR Dimensional US Core Equity 1 ETF
+0.6%
+$2,158.94 
AVDE Avantis International Equity ETF
+0.59%
+$6,453.28 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,396.98 
DFIV Dimensional International Value ETF
+0.58%
+$2,749.76 
DFAW Dimensional World Equity ETF
+0.57%
+$2,849.14 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$43,055.1 
DFIS Dimensional International Small Cap ETF
+0.57%
+$1,270.19 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$2,803.66 
IVV iShares Core S&P 500 ETF
+0.55%
+$12,098.29 
VOO Vanguard S&P 500 ETF
+0.55%
+$20,783.81 
HON Honeywell International Inc.
+0.54%
+$1,193.57 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$90,177.76 
GOOGL Alphabet Inc
+0.53%
+$12,124.68 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$100,278.54 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.53%
+$32,385.84 
IWB iShares Russell 1000 ETF
+0.52%
+$1,489.27 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$2,548.98 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$44,319.97 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$7,068.45 
CATH Global X S&P 500 Catholic Values ETF
+0.47%
+$1,430.88 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$54,305.46 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$2,405.08 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$23,178.69 
VLUE iShares MSCI USA Value Factor ETF
+0.41%
+$2,548 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$23,277 
PEP PepsiCo, Inc.
+0.38%
+$733.86 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$3,022.05 
DUHP Dimensional US High Profitability ETF
+0.37%
+$21,366.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$2,866.32 
AMGN Amgen Inc.
+0.32%
+$1,121.77 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$1,022.37 
XOM Exxon Mobil Corporation
+0.28%
+$1,299.24 
DNP DNP Select Income Fund Inc.
+0.28%
+$332.46 
EFA iShares MSCI EAFE ETF
+0.28%
+$7,242.39 
WWJD Inspire International ETF
+0.23%
+$548.19 
VUG Vanguard Growth ETF
+0.18%
+$964.8 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$713.76 
NVDA NVIDIA Corporation
+0.16%
+$1,910.4 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$7,246.98 
MSFT Microsoft Corp.
+0.1%
+$4,079.9 
GLD SPDR Gold Shares
+0.06%
+$331.54 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$120 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$356.48 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$161.48 
ORCL Oracle Corporation
+0.02%
+$59.74 
MCD McDonald's Corporation
+0.01%
+$59.93 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$23,030.76 
ABT Abbott Laboratories
-1.64%
-$5,339.04 
AAPL Apple Inc.
-1.52%
-$94,230 
AMZN Amazon.com Inc
-1.23%
-$24,120.96 
SLDP Solid Power, Inc.
-1.06%
-$300 
PSN Parsons Corporation
-1.01%
-$4,930 
TXG 10x Genomics Inc.
-0.72%
-$2,079.41 
CSCO Cisco Systems, Inc.
-0.6%
-$5,310.03 
HACK Amplify Cybersecurity ETF
-0.59%
-$4,746.37 
SYY Sysco Corporation
-0.56%
-$185,864.85 
META Meta Platforms Inc Class A
-0.26%
-$722.1 
TAXF American Century Diversified Municipal Bond ETF
-0.1%
-$3,601.65 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$985.84 
IGEB iShares Investment Grade Corporate Bond ETF
-0.08%
-$179.31 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$411.66 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$1,019.76 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$1,221.2 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$200.44 
MUB iShares National Muni Bond ETF
-0.01%
-$53.8 Events
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Dividends
Dividend Analysis
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| Trades 1001 | Longs Won 853/1001 85% | Profit Factor 89.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $395,736.86 |
| Average Win $91,681.83 | Best Trade (Jun 14) $8.07M | Sharpe Ratio -17.81 |
| Average Loss -$5,911.82 | Worst Trade (Dec 30) -$150,399 | Z-Score 48.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 1d | Expectancy $77,252.4 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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Returns
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