JGM
Joseph G. Melcher Portfolio
Invests via Hartford Funds Management Co. LLC | Managed by Joseph G. Melcher
Invests via Hartford Funds Management Co. LLC
Managed by Joseph G. Melcher
Automatically Tracked
Joseph G. Melcher Profile
With a dynamic career rooted in finance and entrepreneurship, Joseph G. Melcher has developed significant expertise in business development and corporate leadership. His background includes pivotal roles across various industries, where he has successfully guided organizations through periods of growth and transformation. Known for his strategic insights and operational acumen, he plays a critical role in driving organizational success while cultivating key stakeholder relationships. This experience positions him as a relevant player within capital markets, navigating complexities to foster innovation and enhance value.
With a dynamic career rooted in finance and entrepreneurship, Joseph G. Melcher has developed significant expertise in business development and corporate leadership. His background includes pivotal roles across various industries, where he has successfully guided organizations through periods of growth and transformation. Known for his strategic insights and operational acumen, he plays a critical role in driving organizational success while cultivating key stakeholder relationships. This experience positions him as a relevant player within capital markets, navigating complexities to foster innovation and enhance value.
Investment Philosophy & Strategy
Leveraging a deep understanding of market dynamics and corporate strategy, Joseph G. Melcher exemplifies an entrepreneurial mindset in his investment endeavors. His approach emphasizes operational efficiency and capitalizing on growth opportunities, driven by a focus on value creation through innovation. This perspective allows for the identification of unique ventures that align with transformative industry trends. Moreover, his adeptness at fostering strategic partnerships enhances competitive positioning within various sectors, ultimately facilitating targeted investments that are poised for long-term success.
Leveraging a deep understanding of market dynamics and corporate strategy, Joseph G. Melcher exemplifies an entrepreneurial mindset in his investment endeavors. His approach emphasizes operational efficiency and capitalizing on growth opportunities, driven by a focus on value creation through innovation. This perspective allows for the identification of unique ventures that align with transformative industry trends. Moreover, his adeptness at fostering strategic partnerships enhances competitive positioning within various sectors, ultimately facilitating targeted investments that are poised for long-term success.
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:
29.83%
Gain +0.02%
Monthly
0.04%
Yearly
0.48%
Drawdown
29.67%
$1.19B
Equity
Holdings
$1.19B
Investment
$1.16B
$61.02M
Profit +$181,921.32
Realized
$33.93M
Unrealized
$27.09M
Dividends
$243.77M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.02%
Profit
$181,921.32
Win %
68%
This Week
Compared To Last Week
Gain
0.17%
Profit
$1.97M
Win %
68%
This Month
Compared to last month
Gain
1.09%
Profit
$12.78M
Win %
68%
This Year
Compared to last year
Gain
3.46%
Profit
$39.83M
Win %
67%
VRT Vertiv Holdings Co
+4.22%
+$47,201.94 
TSLA Tesla, Inc.
+3.41%
+$46,178.48 
NVDA NVIDIA Corporation
+2.54%
+$293,062 
GS The Goldman Sachs Group, Inc.
+2.25%
+$43,881.57 
ITT Itt Inc.
+2.15%
+$24,076.99 
CTSH Cognizant Technology Solutions Corporation
+2.01%
+$17,934.67 
NDAQ Nasdaq, Inc.
+1.39%
+$17,661.6 
DAL Delta Air Lines, Inc.
+1.32%
+$16,415.53 
QCOM QUALCOMM Incorporated
+1.28%
+$14,733.07 
AMCR Amcor plc
+1.21%
+$9,151.38 
AVGO Broadcom Inc.
+1.03%
+$51,923.19 
LOW Lowe's Companies Inc.
+0.63%
+$16,661.25 
IVV iShares Core S&P 500 ETF
+0.56%
+$15,918.67 
META Meta Platforms Inc Class A
+0.47%
+$17,004.1 
TTE TotalEnergies SE
+0.29%
+$2,930.72 
VMAX Hartford U.S. Value ETF
+0.13%
+$64,316.37 
XOM Exxon Mobil Corporation
+0.13%
+$2,971.78 
AAPL Apple Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
+$0.03 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BJ BJ's Wholesale Club Holdings, Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
COR Cencora, Inc.
0%
-$0.03 
COP ConocoPhillips
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EQT EQT Corporation
0%
$0 
FERG Ferguson Enterprises Inc
0%
+$0.01 
FTAI FTAI Aviation Ltd.
0%
$0 
GE General Electric Company
0%
$0 
GLW Corning Incorporated
0%
-$0.09 
HBAN Huntington Bancshares Incorporated
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
+$0.09 
JBHT J.B. Hunt Transport Services, Inc.
0%
-$0.04 
KLAC KLA Corporation
0%
+$0.16 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
+$0.06 
MA Mastercard Incorporated
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MNST Monster Beverage Corporation
0%
+$0.03 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSI Motorola Solutions, Inc.
0%
-$0.04 
NXPI NXP Semiconductors N.V.
0%
+$0.1 
ORCL Oracle Corporation
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
PFE Pfizer Inc.
0%
$0 
PH Parker-Hannifin Corporation
0%
-$0.02 
PSA Public Storage Common Stock
0%
+$0.02 
RTX RTX Corporation
0%
$0 
SHW The Sherwin-Williams Company
0%
+$0.03 
SPGI S&P Global Inc.
0%
$0 
SRE Sempra
0%
$0 
SYY Sysco Corporation
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TPR Tapestry Inc.
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
V Visa Inc. Class A
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.06 
WAB Wabtec Corporation
0%
-$0.05 
WEC WEC Energy Group Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
HCRB Hartford Core Bond ETF
0%
$0 
HTRB Hartford Total Return Bond ETF
0%
$0 
ROUS Hartford Multifactor US Equity ETF
0%
$0 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$0.1 
HFSI Hartford Strategic Income ETF
0%
$0 
NFLX Netflix, Inc.
-5.31%
-$76,536.83 
ABT Abbott Laboratories
-1.89%
-$21,514.6 
GILD Gilead Sciences Inc.
-1.88%
-$53,434.32 
WELL Welltower Inc.
-1.63%
-$41,467.4 
GOOGL Alphabet Inc
-1.62%
-$189,484.7 
BHP BHP Group Ltd.
-1.28%
-$13,653.15 
PM Philip Morris International Inc.
-1.22%
-$49,582.83 
RSG Republic Services, Inc.
-1.14%
-$14,097.95 
TJX The TJX Companies, Inc.
-1%
-$13,550.46 
HQGO Hartford U.S. Quality Growth ETF
-1%
-$499,326.97 
CB Chubb Limited
-0.78%
-$10,315.16 
HUM Humana Inc.
-0.46%
-$4,737.3 
LIN Linde plc
-0.26%
-$3,181.18 
AZN AstraZeneca PLC American Depositary Shares
-0.22%
-$2,159.75 
ATO Atmos Energy Corporation
-0.11%
-$1,382.22 
AMZN Amazon.com Inc
-0.1%
-$6,879.34 
WMT Walmart Inc.
-0.04%
-$985.3 
JPM JPMorgan Chase & Co.
-0.02%
-$628.27 
HFGO Hartford Large Cap Growth ETF
0%
-$1,361.81 Events
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Dividends
Dividend Analysis
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| Trades 1362 | Longs Won 886/1362 65% | Profit Factor 1.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.87M |
| Average Win $302,865.16 | Best Trade (Oct 22) $33.99M | Sharpe Ratio -8.72 |
| Average Loss -$523,659.11 | Worst Trade (Oct 22) -$73.79M | Z-Score -2.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 2d | Expectancy $44,802.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.13% | 0.95% | 5.41% | 25.23% |
| Consecutive Losing Trades | 2,273 | 2,045 | 1,818 | 1,591 | 1,364 | 1,136 | 909 | 682 | 455 | 227 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,895 | $10.67M | $13.88M | - | $3.22M | 30.14% | 0.0 |
| ABT Abbott Laboratories | 11,090 | $1.44M | $1.11M | - | -$325,679.78 | -22.61% | -1.894% |
| AIG American International Group Inc. | 13,078 | $1.02M | $1.07M | - | $46,547.71 | 4.54% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 3,433 | $989,660.96 | $890,039.61 | - | -$99,621.35 | -10.07% | 0.0 |
| AMCR Amcor plc | 16,947 | $673,643.25 | $767,190.69 | - | $93,547.44 | 13.89% | +1.207% |
| AMZN Amazon.com Inc | 26,459 | $5.91M | $6.94M | - | $1.03M | 17.52% | -0.099% |
| ATO Atmos Energy Corporation | 7,679 | $1.3M | $1.28M | - | -$22,654.82 | -1.74% | -0.108% |
| AVGO Broadcom Inc. | 15,138 | $4.94M | $5.11M | - | $177,083.75 | 3.59% | +1.026% |
| AXP American Express Company | 8,243 | $2.78M | $2.62M | - | -$160,702.28 | -5.77% | 0.0 |
| AZN AstraZeneca PLC American Depositary Shares | 5,837 | $1.15M | $983,242.65 | - | -$167,930.49 | -14.59% | -0.219% |
| BAC Bank of America Corporation | 14,394 | $722,227.37 | $728,912.16 | - | $6,684.79 | 0.93% | 0.0 |
| BHP BHP Group Ltd. | 13,003 | $726,931.08 | $1.05M | - | $323,971.38 | 44.57% | -1.283% |
| BJ BJ's Wholesale Club Holdings, Inc. | 12,090 | $1.12M | $1.24M | - | $119,238.78 | 10.67% | 0.0 |
| CAT Caterpillar Inc. | 1,569 | $898,833.03 | $1.14M | - | $239,068.51 | 26.6% | 0.0 |
| CB Chubb Limited | 3,684 | $1.1M | $1.31M | - | $210,783.69 | 19.22% | -0.783% |
| COP ConocoPhillips | 7,917 | $749,411.74 | $1.16M | - | $406,074.41 | 54.19% | 0.0 |
| COR Cencora, Inc. | 3,109 | $1.05M | $1.07M | - | $17,256.09 | 1.64% | 0.0 |
| CSCO Cisco Systems, Inc. | 19,608 | $1.34M | $2.09M | - | $747,684.62 | 55.6% | 0.0 |
| CTRA Coterra Energy Inc. | 40,804 | $982,230.76 | $1.33M | - | $346,347.48 | 35.26% | 0.0 |
| CTSH Cognizant Technology Solutions Corporation | 13,091 | $894,469.06 | $910,479.05 | - | $16,009.99 | 1.79% | +2.009% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Joseph G. Melcher?
The largest contributions to the portfolio's profits come from the following stocks: Hartford Total Return Bond ETF - $111.73M, Hartford Multifactor US Equity ETF - $36.61M, Hartford Core Bond ETF - $26.08M, Hartford Multifactor Developed Markets (ex-US) ETF - $19.98M, and Hartford Large Cap Growth ETF - $5.91M. 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: Hartford Schroders Commodity Strategy ETF - $3.5M, UnitedHealth Group Incorporated - $1M, Pfizer Inc - $363,372.08, Merck & Co., Inc - $349,175.63, and FMC Corporation - $266,950.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joseph G. Melcher's portfolio generate?
The portfolio generates substantial dividend income, with a total of $243.77M earned over time. The largest contributors to dividend income include Hartford Total Return Bond ETF - $151.98M, Hartford Core Bond ETF - $33.92M, Hartford Multifactor Developed Markets (ex-US) ETF - $24.36M, Hartford Multifactor US Equity ETF - $12.15M, and Hartford Schroders Commodity Strategy ETF - $6.14M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joseph G. Melcher's monthly returns?
Joseph G. Melcher'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 Joseph G. Melcher's strategy be considered aggressive or moderate?
Joseph G. Melcher's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Joseph G. Melcher's strategy?
Joseph G. Melcher'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.
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