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
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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:
72.76%
Gain +0.31%
Monthly
1.21%
Yearly
15.59%
Drawdown
20.37%
$254.25M
Equity
Holdings
$254.25M
Investment
$184.38M
$80.65M
Profit +$534,925.3
Realized
$10.78M
Unrealized
$69.87M
Dividends
$11.61M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.31%
Profit
$534,925.3
Win %
82%
This Week
Compared To Last Week
Gain
0.21%
Profit
$534,925.3
Win %
82%
This Month
Compared to last month
Gain
0.97%
Profit
$2.44M
Win %
82%
This Year
Compared to last year
Gain
1.23%
Profit
$2.78M
Win %
82%
AMD Advanced Micro Devices, Inc.
+9.95%
+$171,506.13 
META Meta Platforms Inc Class A
+6.29%
+$21,612.66 
PKG Packaging Corporation of America
+3.21%
+$6,842.52 
TSLA Tesla, Inc.
+3.19%
+$8,424.51 
TXG 10x Genomics Inc.
+3.02%
+$20,489.7 
SMH VanEck Semiconductor ETF
+2.82%
+$14,282.61 
ARTY iShares Future AI & Tech ETF
+2.65%
+$8,074.17 
XAIX Xtrackers AI and Big Data ETF
+2.55%
+$6,679.94 
MU Micron Technology, Inc.
+2.46%
+$4,596.32 
HACK Amplify Cybersecurity ETF
+2.44%
+$18,339.6 
IGM iShares Expanded Tech Sector ETF
+2.27%
+$7,188.52 
FTNT Fortinet Inc.
+2.07%
+$22,797.45 
QQQ Invesco QQQ Trust, Series 1
+2%
+$6,887.88 
DFAE Dimensional Emerging Core Equity Market ETF
+1.94%
+$184,235.59 
XLK State Street Technology Select Sector SPDR ETF
+1.93%
+$4,298.27 
IEMG iShares Core MSCI Emerging Markets ETF
+1.9%
+$5,056.1 
ETN Eaton Corporation plc
+1.85%
+$3,845.44 
GOOG Alphabet Inc
+1.83%
+$4,252.5 
AMGN Amgen Inc.
+1.68%
+$6,400.7 
VONG Vanguard Russell 1000 Growth Fund
+1.67%
+$116,139.96 
VUG Vanguard Growth ETF
+1.66%
+$9,441.81 
IWF iShares Russell 1000 Growth ETF
+1.65%
+$18,978.41 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.58%
+$12,880.34 
GOOGL Alphabet Inc
+1.54%
+$22,283.09 
QNC Quantum eMotion Corp
+1.5%
+$359.18 
NVDA NVIDIA Corporation
+1.25%
+$14,011.2 
LLY Eli Lilly and Company
+1.11%
+$10,352.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.06%
+$9,064.53 
IWB iShares Russell 1000 ETF
+1.02%
+$3,028.68 
SCHX Schwab U.S. Large-Cap ETF
+1.01%
+$5,873.99 
VOO Vanguard S&P 500 ETF
+1.01%
+$39,645.19 
IVV iShares Core S&P 500 ETF
+1%
+$22,710.93 
SPY SPDR S&P 500 ETF Trust
+1%
+$115,276.92 
CAT Caterpillar Inc.
+0.99%
+$5,192.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.99%
+$5,038.19 
DFUS Dimensional U.S. Equity Market ETF
+0.97%
+$203,921.55 
CATH Global X S&P 500 Catholic Values ETF
+0.96%
+$3,018.03 
EFA iShares MSCI EAFE ETF
+0.93%
+$24,349.65 
JNJ Johnson & Johnson
+0.87%
+$6,669.39 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.87%
+$13,076.54 
DFAU Dimensional US Core Equity Market ETF
+0.87%
+$67,333.63 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.82%
+$49,860.4 
PSN Parsons Corporation
+0.78%
+$2,975 
DUHP Dimensional US High Profitability ETF
+0.78%
+$48,009.97 
ORCL Oracle Corporation
+0.74%
+$2,171.28 
AMZN Amazon.com Inc
+0.71%
+$14,518.61 
AVUS Avantis U.S. Equity ETF
+0.69%
+$1,743.45 
VLUE iShares MSCI USA Value Factor ETF
+0.68%
+$4,347.52 
DFAI Dimensional International Core Equity Market ETF
+0.66%
+$85,965.04 
DCOR Dimensional US Core Equity 1 ETF
+0.66%
+$2,975.5 
DFAW Dimensional World Equity ETF
+0.66%
+$4,380.2 
AVGE FRCL 3 2022Q3 Hb Float
+0.61%
+$4,058.95 
AVDE Avantis International Equity ETF
+0.58%
+$6,895.3 
IYH iShares U.S. Healthcare ETF
+0.58%
+$1,330.86 
ABBV AbbVie Inc.
+0.57%
+$6,790.51 
DIHP Dimensional International High Profitability Portfolio
+0.57%
+$2,339.22 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.57%
+$38,163.3 
DFIS Dimensional International Small Cap ETF
+0.54%
+$1,250.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.53%
+$3,050.32 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.51%
+$30,750.16 
JPM JPMorgan Chase & Co.
+0.5%
+$1,594.55 
VTWO Vanguard Russell 2000 ETF
+0.49%
+$3,530.24 
IWM iShares Russell 2000 ETF
+0.48%
+$14,998.39 
NDSN Nordson Corporation
+0.48%
+$1,562.18 
DFIC Dimensional International Core Equity Market ETF
+0.47%
+$29,770.56 
HBAN Huntington Bancshares Incorporated
+0.41%
+$1,974.31 
VO Vanguard Mid-Cap ETF
+0.4%
+$15,281.92 
WELD Tema U.S. Manufacturing & Reshoring ETF
+0.38%
+$1,353.57 
DFUV Dimensional US Marketwide Value ETF
+0.36%
+$25,074.8 
VB Vanguard Small-Cap ETF
+0.36%
+$3,968.59 
DFAS Dimensional U.S. Small Cap ETF
+0.35%
+$38,251.64 
IJH iShares Core S&P Mid-Cap ETF
+0.35%
+$14,064.01 
DFIV Dimensional International Value ETF
+0.34%
+$1,736.67 
WWJD Inspire International ETF
+0.34%
+$822.28 
SO The Southern Company
+0.3%
+$1,099.8 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$628.37 
AVGO Broadcom Inc.
+0.28%
+$641.53 
AAPL Apple Inc.
+0.27%
+$13,917.54 
DFCF Dimensional Core Fixed Income ETF
+0.24%
+$3,566.7 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.24%
+$1,244.9 
IGEB iShares Investment Grade Corporate Bond ETF
+0.24%
+$540.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.22%
+$2,435.47 
AVLV Avantis U.S. Large Cap Value ETF
+0.2%
+$4,559 
AVSC Avantis U.S. Small Cap Equity ETF
+0.18%
+$723.32 
CSCO Cisco Systems, Inc.
+0.16%
+$1,275.05 
MDY SPDR S&P MidCap 400 ETF Trust
+0.16%
+$1,845.46 
DFLV Dimensional US Large Cap Value ETF
+0.15%
+$9,972.06 
ABT Abbott Laboratories
+0.11%
+$257.29 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$2,160.75 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.06%
+$300.81 
DFNM Dimensional National Municipal Bond ETF
+0.05%
+$1,399.76 
GGG Graco Inc.
+0.03%
+$95.92 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$180.28 
DFAT Dimensional US Targeted Value ETF
+0.03%
+$61.64 
TAXF American Century Diversified Municipal Bond ETF
+0.02%
+$872.1 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$40 
SLDP Solid Power, Inc.
0%
$0 
XOM Exxon Mobil Corporation
-2.64%
-$13,642.53 
XLE Energy Select Sector SPDR Fund
-2.55%
-$9,923.64 
DTE DTE Energy Company
-1.44%
-$7,777.4 
DTM Dt Midstream Inc.
-1.05%
-$2,389.2 
SYY Sysco Corporation
-1.01%
-$328,374.03 
DNP DNP Select Income Fund Inc.
-0.94%
-$1,052.79 
GLD SPDR Gold Shares
-0.8%
-$4,732.81 
BRK-B Berkshire Hathaway Inc.
-0.46%
-$2,732.96 
MCD McDonald's Corporation
-0.39%
-$1,416.21 
AEE Ameren Corporation
-0.35%
-$1,805.76 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$4,728.38 
DFSV Dimensional US Small Cap Value ETF
-0.26%
-$6,406.5 
V Visa Inc. Class A
-0.23%
-$1,488.21 
MRSH Marsh & McLennan Companies, Inc.
-0.21%
-$704.09 
SCHD Schwab U.S. Dividend Equity ETF
-0.12%
-$429.88 
RSP Invesco S&P 500 Equal Weight ETF
-0.1%
-$3,334.71 
XLF Financial Select Sector SPDR Fund
-0.1%
-$217.91 
MSFT Microsoft Corp.
-0.04%
-$1,640.52 
MUB iShares National Muni Bond ETF
-0.01%
-$27.13 Events
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Dividends
Dividend Analysis
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| Trades 1092 | Longs Won 886/1092 81% | Profit Factor 42.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $357,125.8 |
| Average Win $93,200.7 | Best Trade (Aug 14) $7.23M | Sharpe Ratio -11.97 |
| Average Loss -$9,339.67 | Worst Trade (Sep 03) -$398,550.22 | Z-Score 35.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4w 1d | Expectancy $73,857 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,294 | $2.74M | $5.15M | - | $2.42M | 88.24% | +0.271% |
| ABBV AbbVie Inc. | 4,497 | $728,185.4 | $1.19M | - | $465,633.19 | 63.94% | +0.572% |
| ABT Abbott Laboratories | 2,339 | $258,260.36 | $240,262.08 | - | -$17,998.28 | -6.97% | +0.107% |
| AEE Ameren Corporation | 5,016 | $446,904.78 | $510,979.92 | - | $64,075.14 | 14.34% | -0.352% |
| AMD Advanced Micro Devices, Inc. | 3,078 | $1.79M | $1.89M | - | $106,334.12 | 5.95% | +9.953% |
| AMGN Amgen Inc. | 987 | $293,557.36 | $387,037.24 | - | $93,479.88 | 31.84% | +1.682% |
| AMZN Amazon.com Inc | 8,111 | $1.04M | $2.07M | - | $1.03M | 99.73% | +0.706% |
| ARTY iShares Future AI & Tech ETF | 4,017 | $305,951 | $313,004.64 | - | $7,053.64 | 2.31% | +2.648% |
| AVDE Avantis International Equity ETF | 13,010 | $772,306.9 | $1.2M | - | $427,475.3 | 55.35% | +0.578% |
| AVGE FRCL 3 2022Q3 Hb Float | 6,709 | $473,913.05 | $671,268.99 | - | $197,355.94 | 41.64% | +0.608% |
| AVGO Broadcom Inc. | 648 | $244,891 | $232,372.8 | - | -$12,518.2 | -5.11% | +0.277% |
| AVLV Avantis U.S. Large Cap Value ETF | 24,643 | $1.65M | $2.27M | - | $622,871.68 | 37.74% | +0.201% |
| AVSC Avantis U.S. Small Cap Equity ETF | 5,564 | $252,731.05 | $392,373.28 | - | $139,642.23 | 55.25% | +0.185% |
| AVUS Avantis U.S. Equity ETF | 1,970 | $200,473.05 | $255,440.05 | - | $54,967 | 27.42% | +0.687% |
| AVUV Avantis U.S. Small Cap Value ETF | 13,907 | $1.2M | $1.69M | - | $495,367.12 | 41.42% | -0.279% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 4,000 | $365,850.5 | $366,240 | - | $389.5 | 0.11% | +0.011% |
| BRK-B Berkshire Hathaway Inc. | 1,178 | $540,624.5 | $597,776.1 | - | $57,151.6 | 10.57% | -0.455% |
| CAT Caterpillar Inc. | 649 | $239,397.2 | $530,226.51 | - | $290,829.31 | 121.48% | +0.989% |
| CATH Global X S&P 500 Catholic Values ETF | 3,469 | $271,078.43 | $317,274.74 | - | $46,196.31 | 17.04% | +0.96% |
| CSCO Cisco Systems, Inc. | 7,286 | $352,524.78 | $799,164.91 | - | $446,640.13 | 126.7% | +0.16% |
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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: SPDR S&P 500 ETF Trust - $4.14M, Sysco Corporation - $3.19M, Apple Inc - $1.29M, Alphabet Inc - $885,070.47, and Microsoft Corp - $762,187.7. 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: Graniteshares 2x Short Tesla Daily ETF - $281,175, Pfizer Inc - $136,749.28, Direxion Daily S&P Oil & Gas Exploration & Production Bull 2X Shares - $56,336.96, Booking Holdings Inc - $29,078.4, and Packaging Corporation of America - $23,595.95. 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 $11.61M earned over time. The largest contributors to dividend income include Sysco Corporation - $3.19M, Dimensional International Core Equity Market ETF - $754,136.82, SPDR S&P 500 ETF Trust - $618,324.95, Dimensional U.S. Equity Market ETF - $517,547.24, and Dimensional World ex U.S. Core Equity 2 ETF - $425,233.93. 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.
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