Jeffrey Hanson Portfolio
Invests via Breakwater Capital Group | Managed by Jeffrey Hanson
Invests via Breakwater Capital Group
Managed by Jeffrey Hanson
Automatically Tracked
Jeffrey Hanson Profile
With a robust background in technology-driven startups, Jeffrey Hanson has distinguished himself as an entrepreneurial founder adept at navigating the complex landscape of innovation. He has been instrumental in launching several successful ventures that leverage cutting-edge technologies to solve real-world problems. His leadership experience encompasses strategic decision-making and operational execution, which have enabled him to drive growth and foster sustainable business models. Known for his ability to connect market needs with pioneering solutions, he plays a critical role in enhancing corporate ecosystems through collaboration and partnerships. Hanson's endeavors not only focus on scaling businesses but also contribute significantly to advancing industry standards within the tech sector.
With a robust background in technology-driven startups, Jeffrey Hanson has distinguished himself as an entrepreneurial founder adept at navigating the complex landscape of innovation. He has been instrumental in launching several successful ventures that leverage cutting-edge technologies to solve real-world problems. His leadership experience encompasses strategic decision-making and operational execution, which have enabled him to drive growth and foster sustainable business models. Known for his ability to connect market needs with pioneering solutions, he plays a critical role in enhancing corporate ecosystems through collaboration and partnerships. Hanson's endeavors not only focus on scaling businesses but also contribute significantly to advancing industry standards within the tech sector.
Investment Philosophy & Strategy
Innovation drives Jeffrey Hanson's investment philosophy, reflecting his deep understanding of the technology sector's rapid evolution. Leveraging a founder’s mindset, he identifies and supports ventures poised for disruptive impact in their markets. His approach often prioritizes collaboration with talented teams to enhance scalability and optimize operational efficiencies. Beyond just funding, there is a commitment to nurturing promising startups through mentorship and strategic guidance. By connecting innovative ideas with practical applications, he not only seeks robust financial returns but also aims to elevate industry practices across the board.
Innovation drives Jeffrey Hanson's investment philosophy, reflecting his deep understanding of the technology sector's rapid evolution. Leveraging a founder’s mindset, he identifies and supports ventures poised for disruptive impact in their markets. His approach often prioritizes collaboration with talented teams to enhance scalability and optimize operational efficiencies. Beyond just funding, there is a commitment to nurturing promising startups through mentorship and strategic guidance. By connecting innovative ideas with practical applications, he not only seeks robust financial returns but also aims to elevate industry practices across the board.
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:
105.37%
Gain -0.69%
Monthly
1.87%
Yearly
24.95%
Drawdown
25.99%
$839.29M
Equity
Holdings
$839.29M
Investment
$610.69M
$249.55M
Profit -$2.99M
Realized
$20.95M
Unrealized
$228.59M
Dividends
$36.87M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.69%
Profit
-$2.99M
Win %
75%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$2.99M
Win %
75%
This Month
Compared to last month
Gain
-0.89%
Profit
-$7.49M
Win %
75%
This Year
Compared to last year
Gain
0.89%
Profit
$7.41M
Win %
75%
RXRX Recursion Pharmaceuticals, Inc.
+6.72%
+$2,169.14 
INTU Intuit Inc.
+5.55%
+$15,284.59 
IGV iShares Expanded Tech-Software Sector ETF
+5.14%
+$14,414.26 
ADBE Adobe Inc.
+4.6%
+$14,569.6 
CRM Salesforce Inc
+4.53%
+$38,787.54 
BSX Boston Scientific Corporation
+4.36%
+$13,006.87 
SHOP Shopify Inc.
+4.18%
+$29,649.24 
YUM Yum! Brands, Inc.
+4.15%
+$11,331.45 
NFLX Netflix, Inc.
+3.92%
+$23,300.7 
CI The Cigna Group
+3.27%
+$10,307.58 
MCK McKesson Corporation
+3.21%
+$15,689.84 
GOOGL Alphabet Inc
+3.11%
+$103,776.84 
GOOG Alphabet Inc
+2.97%
+$163,025.12 
META Meta Platforms Inc Class A
+2.91%
+$60,858.47 
BDX Becton, Dickinson and Company
+2.82%
+$7,988.88 
IBM International Business Machines Corporation
+2.81%
+$29,178.66 
UL Unilever PLC Sponsored American Depositary Receipt
+2.69%
+$10,960.69 
MATX Matson Inc.
+2.61%
+$12,000.02 
MO Altria Group, Inc.
+2.36%
+$11,103.56 
SYK Stryker Corporation
+2.34%
+$13,081.5 
WM Waste Management, Inc.
+2.3%
+$5,204.19 
MSFT Microsoft Corp.
+2.25%
+$258,423.55 
WMT Walmart Inc.
+2.19%
+$36,926.71 
AZN AstraZeneca PLC American Depositary Shares
+2.11%
+$9,672.75 
LLY Eli Lilly and Company
+2.06%
+$62,960.91 
UPS United Parcel Service, Inc.
+2.05%
+$6,126.44 
DIS The Walt Disney Company
+2.03%
+$15,752.88 
MCD McDonald's Corporation
+2.01%
+$4,846.92 
T AT&T Inc.
+1.94%
+$25,663.14 
DGX Quest Diagnostics Inc.
+1.89%
+$24,300.12 
MRSH Marsh & McLennan Companies, Inc.
+1.81%
+$4,865.98 
SPGI S&P Global Inc.
+1.8%
+$4,321.61 
PM Philip Morris International Inc.
+1.8%
+$6,364 
AKRE Akre Focus ETF
+1.77%
+$4,902.02 
ABBV AbbVie Inc.
+1.7%
+$26,223.06 
DHR Danaher Corporation
+1.61%
+$5,161.66 
COST Costco Wholesale Corporation
+1.59%
+$14,506.5 
REPL Replimune Group Inc.
+1.47%
+$3,781 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$3,301.7 
VZ Verizon Communications Inc.
+1.44%
+$12,171.29 
IQV IQVIA Holdings Inc.
+1.38%
+$7,504.28 
KMB Kimberly-Clark Corporation
+1.37%
+$6,883.65 
UBER Uber Technologies, Inc.
+1.26%
+$6,306.94 
UNH UnitedHealth Group Incorporated
+1.26%
+$9,258.21 
ALLE Allegion plc
+1.16%
+$4,298.68 
SNOW Snowflake Inc.
+1.14%
+$11,549.15 
LMT Lockheed Martin Corporation
+1.12%
+$5,814.38 
AMGN Amgen Inc.
+1.12%
+$9,115.63 
KO The Coca-Cola Company
+1.12%
+$7,166.86 
LOW Lowe's Companies Inc.
+1.11%
+$8,046.34 
V Visa Inc. Class A
+1.06%
+$20,894.3 
XBI SPDR S&P Biotech ETF
+1.01%
+$31,056.48 
BRK-B Berkshire Hathaway Inc.
+1.01%
+$38,640.87 
HD The Home Depot, Inc.
+0.97%
+$14,932.11 
AXP American Express Company
+0.93%
+$5,653.73 
CB Chubb Limited
+0.93%
+$3,635.62 
DNLI Denali Therapeutics Inc.
+0.93%
+$3,042.2 
ABT Abbott Laboratories
+0.89%
+$2,256.8 
IBBQ Invesco Nasdaq Biotechnology ETF
+0.89%
+$2,154.22 
BMY Bristol-Myers Squibb Company
+0.87%
+$2,026.31 
PID Invesco International Dividend Achievers ETF
+0.83%
+$7,533.57 
VRTX Vertex Pharmaceuticals Incorporated
+0.81%
+$8,276.76 
TRV The Travelers Companies, Inc.
+0.78%
+$3,150.21 
DE Deere & Company
+0.78%
+$10,588.4 
HSIC Henry Schein, Inc.
+0.77%
+$1,626 
DIVB iShares Core Dividend ETF
+0.69%
+$47,335.58 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$1,372.77 
SPGP Invesco S&P 500 GARP ETF
+0.62%
+$18,472.46 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$5,331.48 
MA Mastercard Incorporated
+0.6%
+$3,848.8 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.59%
+$16,532.49 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.58%
+$12,573.27 
JNJ Johnson & Johnson
+0.55%
+$8,812.62 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.52%
+$9,240.7 
MRK Merck & Co., Inc.
+0.51%
+$7,827.86 
RPM RPM International Inc.
+0.51%
+$1,530 
PG Procter & Gamble Co
+0.5%
+$2,396.59 
AAPL Apple Inc.
+0.49%
+$134,443.12 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
+0.46%
+$13,199.78 
QLTY GMO U.S. Quality ETF
+0.46%
+$5,565.1 
TMO Thermo Fisher Scientific Inc.
+0.45%
+$1,550.39 
JQUA JPMorgan U.S. Quality Factor ETF
+0.41%
+$135,450.5 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.41%
+$7,057.77 
DAL Delta Air Lines, Inc.
+0.39%
+$956.97 
GD General Dynamics Corporation
+0.38%
+$9,186.97 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+0.35%
+$1,543.01 
VLY Valley National Bancorp
+0.33%
+$681.16 
ALNY Alnylam Pharmaceuticals Inc
+0.27%
+$664.63 
FDX FedEx Corporation
+0.22%
+$682.73 
TMUS T-Mobile US, Inc.
+0.21%
+$900.98 
UNP Union Pacific Corporation
+0.19%
+$873.42 
AOHY Angel Oak High Yield Opportunities ETF
+0.14%
+$1,683.81 
PKW Invesco BuyBack Achievers ETF
+0.12%
+$3,757.46 
PFE Pfizer Inc.
+0.11%
+$2,007.33 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$21,091.28 
TJX The TJX Companies, Inc.
+0.1%
+$1,046.19 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$5,389.92 
RPV Invesco S&P 500 Pure Value ETF
+0.07%
+$1,530.34 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.05%
+$604.37 
CLOI VanEck CLO ETF
+0.04%
+$773.76 
ICE Intercontinental Exchange, Inc.
+0.04%
+$134.33 
DABS DoubleLine Asset-Backed Securities ETF
+0.03%
+$158.17 
PEP PepsiCo, Inc.
+0.03%
+$158.36 
PAAA PGIM AAA CLO ETF
+0.03%
+$724.25 
PVAL Putnam Focused Large Cap Value ETF
+0.03%
+$678.24 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.02%
+$54.45 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$806.13 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.02%
+$105.56 
SPBO SPDR Portfolio Corporate Bond ETF
+0.02%
+$701.25 
CLOA iShares AAA CLO ETF
+0.01%
+$56.86 
AUR Aurora Innovation, Inc.
+0.01%
+$14.47 
IR Ingersoll Rand Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 FHEQ
FHEQ
0%
$0 
GLW Corning Incorporated
-14%
-$64,517.67 
GEV GE Vernova Inc.
-8.67%
-$144,616.74 
LRCX Lam Research Corporation
-7.84%
-$33,113.16 
ETN Eaton Corporation plc
-7.43%
-$123,279 
ASML ASML Holding N.V. New York Registry Shares
-6.94%
-$56,125.18 
CEG Constellation Energy Corporation
-6.72%
-$34,701.82 
AMAT Applied Materials, Inc.
-6.67%
-$47,593.33 
MRVL Marvell Technology, Inc.
-6.65%
-$138,320.12 
KLAC KLA Corporation
-6.41%
-$12,264.2 
JCI Johnson Controls International plc
-5.82%
-$13,626.44 
ANET Arista Networks, Inc.
-5.43%
-$49,984.61 
BAC Bank of America Corporation
-5.39%
-$130,562.64 
SOXX iShares Semiconductor ETF
-5.34%
-$17,859.78 
INTC Intel Corporation
-5.25%
-$53,851.14 
AVGO Broadcom Inc.
-4.79%
-$54,157.92 
MU Micron Technology, Inc.
-4.76%
-$71,796.17 
PWR Quanta Services Inc.
-4.48%
-$22,426.27 
ADI Analog Devices, Inc.
-4.47%
-$21,179.43 
ORCL Oracle Corporation
-4.47%
-$185,864.48 
CAT Caterpillar Inc.
-4.18%
-$66,514.3 
GS The Goldman Sachs Group, Inc.
-3.93%
-$38,246.83 
AMD Advanced Micro Devices, Inc.
-3.88%
-$28,854.42 
TT Trane Technologies plc
-3.73%
-$208,609.37 
MS Morgan Stanley
-3.39%
-$55,146.96 
XCEM Columbia EM Core ex-China ETF
-3.31%
-$271,565.03 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$17,343.84 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.15%
-$40,303.38 
XMMO Invesco S&P MidCap Momentum ETF
-3.02%
-$133,279.83 
NVDA NVIDIA Corporation
-2.84%
-$189,072.25 
CMI Cummins Inc.
-2.84%
-$4,505.85 
BHP BHP Group Ltd.
-2.59%
-$17,237.02 
VLO Valero Energy Corporation
-2.37%
-$11,034.63 
IEMG iShares Core MSCI Emerging Markets ETF
-2.36%
-$15,919.8 
ITT Itt Inc.
-2.29%
-$5,040.36 
FCX Freeport-McMoRan Inc.
-2.25%
-$25,232 
DFAE Dimensional Emerging Core Equity Market ETF
-2.22%
-$81,560.49 
ROK Rockwell Automation, Inc.
-2.16%
-$5,654.71 
MTUM iShares MSCI USA Momentum Factor ETF
-2.13%
-$10,931.97 
AVEM Avantis Emerging Markets Equity ETF
-2.1%
-$123,730 
PEG Public Service Enterprise Group Incorporated
-2.02%
-$10,779.47 
GE General Electric Company
-2%
-$48,609.11 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.96%
-$43,636.75 
LYG Lloyds Banking Group Plc ADR
-1.91%
-$2,415.69 
DFEV Dimensional Emerging Markets Value ETF
-1.84%
-$119,850.4 
WFC Wells Fargo & Company
-1.84%
-$31,921.8 
MLM Martin Marietta Materials, Inc.
-1.74%
-$3,699.3 
JPM JPMorgan Chase & Co.
-1.71%
-$85,424.54 
CSCO Cisco Systems, Inc.
-1.69%
-$21,319.2 
XSMO Invesco S&P SmallCap Momentum ETF
-1.58%
-$17,200.92 
ETR Entergy Corporation
-1.56%
-$3,011.04 
CYTK Cytokinetics, Incorporated
-1.54%
-$4,473.03 
VFMO Vanguard U.S. Momentum Factor Fund
-1.53%
-$10,892 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$19,280.8 
TSLA Tesla, Inc.
-1.47%
-$13,721.6 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$8,544.88 
SAFE Safehold Inc.
-1.39%
-$2,935.53 
IMTM iShares MSCI International Momentum Factor ETF
-1.38%
-$2,957.04 
RTX RTX Corporation
-1.35%
-$13,488.79 
C Citigroup Inc.
-1.34%
-$31,177.49 
CWB SPDR Bloomberg Convertible Securities ETF
-1.29%
-$4,253.25 
BLK BlackRock, Inc.
-1.29%
-$5,093.97 
AMZN Amazon.com Inc
-1.28%
-$96,546.8 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$12,962.16 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-1.2%
-$25,055.83 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.17%
-$9,603.18 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$2,901.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$25,247.76 
PSX Phillips 66
-1.16%
-$7,230.02 
EFG iShares MSCI EAFE Growth ETF
-1.16%
-$58,493.85 
IXUS iShares Core International Stock ETF
-1.14%
-$16,371.39 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.13%
-$5,928.72 
NU Nu Holdings Ltd.
-1.13%
-$3,508.89 
VLUE iShares MSCI USA Value Factor ETF
-1.09%
-$11,193.24 
AVES Avantis Emerging Markets Value ETF
-1.09%
-$10,358.64 
GARP iShares MSCI USA Quality GARP ETF
-1.08%
-$10,507.3 
NI NiSource Inc.
-1.05%
-$1,971.42 
NAD Nuveen Quality Municipal Income Fund
-1.04%
-$14,370.84 
CORT Corcept Therapeutics Incorporated
-1.01%
-$3,228.48 
MTB M&T Bank Corporation
-1%
-$4,925.79 
NUV Nuveen Municipal Value Fund, Inc.
-0.97%
-$16,138.78 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.97%
-$14,565.39 
CVX Chevron Corporation
-0.97%
-$11,312.54 
AVNV Avantis All International Markets Value ETF
-0.93%
-$3,228.74 
NUW Nuveen AMT-Free Municipal Value Fund
-0.93%
-$7,900.62 
FE FirstEnergy Corp.
-0.92%
-$3,759.97 
TEI Templeton Emerging Markets Income Fund
-0.91%
-$1,020 
XOM Exxon Mobil Corporation
-0.9%
-$42,253.7 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.87%
-$9,305.1 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.86%
-$2,176.58 
EWJ iShares MSCI Japan ETF
-0.86%
-$18,780.12 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.85%
-$80,716 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.85%
-$2,365.61 
QCOM QUALCOMM Incorporated
-0.84%
-$8,803.62 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.84%
-$2,626.36 
SPHQ Invesco S&P 500 Quality ETF
-0.84%
-$12,889.34 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$27,383.53 
WSO Watsco Inc.
-0.83%
-$1,357.2 
ATMP iPath Select MLP ETN
-0.83%
-$6,313.5 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$40,717.41 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$42,059 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-0.81%
-$25,188.38 
AVDV Avantis International Small Cap Value ETF
-0.81%
-$17,020.8 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-0.8%
-$1,766.71 
AEP American Electric Power Company, Inc.
-0.8%
-$1,637.58 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.79%
-$3,889.77 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.79%
-$1,773.75 
VGK Vanguard FTSE Europe ETF
-0.76%
-$3,929.14 
PNC The PNC Financial Services Group, Inc.
-0.75%
-$8,725.49 
AVDE Avantis International Equity ETF
-0.75%
-$11,597.47 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.74%
-$12,664.89 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$3,369.82 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.7%
-$1,902.29 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-0.68%
-$12,683.96 
COP ConocoPhillips
-0.68%
-$2,116.7 
DISV Dimensional International Small Cap Equity Fund
-0.68%
-$4,378.5 
NEE NextEra Energy, Inc.
-0.67%
-$9,478.84 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$8,673.15 
IWP iShares Russell Mid-Cap Growth ETF
-0.66%
-$2,359.63 
EWJV iShares MSCI Japan Value ETF
-0.66%
-$6,100.05 
NXP Nuveen Select Tax-Free Income Portfolio
-0.66%
-$4,530.33 
FSMD Fidelity Small-Mid Multifactor ETF
-0.65%
-$4,657.29 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$150,358.35 
EFA iShares MSCI EAFE ETF
-0.65%
-$7,452 
AVDS Avantis International Small Cap Equity ETF
-0.64%
-$4,608.63 
FNDC Schwab Fundamental International Small Company Index ETF
-0.64%
-$62,069.8 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.63%
-$20,004.25 
XSHQ Invesco S&P SmallCap Quality ETF
-0.63%
-$41,328.33 
NAN Nuveen New York Quality Municipal Income Fund
-0.62%
-$851.7 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.62%
-$4,866.98 
ICF iShares Cohen & Steers Realty Majors ETF
-0.6%
-$1,900.74 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.59%
-$16,773.39 
COF Capital One Financial Corporation
-0.59%
-$2,426.79 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$33,437.11 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.57%
-$7,576.48 
FITB Fifth Third Bancorp
-0.57%
-$2,998.32 
PLD Prologis Inc.
-0.57%
-$1,238.93 
MPA BlackRock MuniYield Pennsylvania Quality Fund
-0.56%
-$1,209 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$12,422.75 
FNCL Fidelity MSCI Financials Index ETF
-0.55%
-$2,654.87 
DWMF WisdomTree International Multifactor Fund
-0.54%
-$2,766.3 
LIN Linde plc
-0.54%
-$2,451.96 
EZM WisdomTree U.S. MidCap Fund
-0.54%
-$31,503.33 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$23,056.5 
FENI Fidelity Enhanced International ETF
-0.54%
-$13,241.66 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.53%
-$19,399.79 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$56,862.98 
ED Consolidated Edison, Inc.
-0.52%
-$4,227.3 
IJR iShares Core S&P Small-Cap ETF
-0.51%
-$20,580.89 
IQLT iShares MSCI International Quality Factor ETF
-0.51%
-$78,250.83 
F Ford Motor Company
-0.5%
-$3,963.68 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.5%
-$9,669 
FMDE Fidelity Enhanced Mid Cap ETF
-0.49%
-$2,457.34 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$11,483.04 
VO Vanguard Mid-Cap ETF
-0.48%
-$5,022.8 
MGV Vanguard Mega Cap Value ETF
-0.46%
-$120,738.92 
VTV Vanguard Value ETF
-0.45%
-$76,233.79 
SO The Southern Company
-0.45%
-$3,635.97 
XLF Financial Select Sector SPDR Fund
-0.45%
-$6,308.95 
IVLU iShares MSCI International Value Factor ETF
-0.44%
-$9,753.7 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.43%
-$4,649.72 
DUK Duke Energy Corporation
-0.43%
-$2,062.44 
SHEL Shell plc
-0.42%
-$1,905.68 
DIHP Dimensional International High Profitability Portfolio
-0.42%
-$6,274.01 
FDVV Fidelity High Dividend ETF
-0.42%
-$1,109.82 
EPD Enterprise Products Partners L.P.
-0.41%
-$1,228.64 
JHX James Hardie Industries plc
-0.4%
-$1,199.45 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$1,839.22 
DFIV Dimensional International Value ETF
-0.38%
-$22,082.94 
IWL iShares Russell Top 200 ETF
-0.37%
-$4,599.33 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.36%
-$1,350.47 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$3,482.38 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$1,995.88 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$14,471.11 
VOO Vanguard S&P 500 ETF
-0.34%
-$37,867.86 
IVV iShares Core S&P 500 ETF
-0.33%
-$65,246.21 
IWB iShares Russell 1000 ETF
-0.32%
-$26,129.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$6,296.84 
VB Vanguard Small-Cap ETF
-0.31%
-$1,128.61 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$1,479.64 
VXF Vanguard Extended Market ETF
-0.28%
-$1,509.97 
IJS iShares S&P Small-Cap 600 Value ETF
-0.28%
-$1,744.92 
FESM Fidelity Enhanced Small Cap ETF
-0.27%
-$14,635.25 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.26%
-$842 
EFV iShares MSCI EAFE Value ETF
-0.26%
-$6,292.86 
DTH WisdomTree International High Dividend Fund
-0.25%
-$4,457.41 
BA Boeing Company
-0.25%
-$1,712.88 
EQAL Invesco Russell 1000 Equal Weight ETF
-0.23%
-$2,576.78 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$2,487.5 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.22%
-$1,937.55 
IAT iShares U.S. Regional Banks ETF
-0.22%
-$749.52 
BX Blackstone Inc.
-0.21%
-$647.05 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.21%
-$526.8 
PRF Invesco FTSE RAFI US 1000 ETF
-0.21%
-$51,297.13 
IPKW Invesco International Buyback Achievers ETF
-0.2%
-$17,879.4 
TD The Toronto-Dominion Bank
-0.19%
-$446.89 
FELV Fidelity Enhanced Large Cap Value ETF
-0.19%
-$436.72 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.19%
-$2,566.66 
IWM iShares Russell 2000 ETF
-0.18%
-$1,896.08 
CARR Carrier Global Corporation
-0.18%
-$382.83 
HYD VanEck High Yield Muni ETF
-0.17%
-$1,121.07 
VTWO Vanguard Russell 2000 ETF
-0.17%
-$355.6 
FALN iShares Fallen Angels USD Bond ETF
-0.17%
-$17,359.29 
VUG Vanguard Growth ETF
-0.17%
-$3,521.63 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$17,936.99 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.16%
-$5,512.45 
MGK Vanguard Mega Cap Growth ETF
-0.16%
-$7,544.32 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$17,982.48 
VYMI Vanguard International High Dividend Yield Index Fund
-0.15%
-$425.32 
BINC iShares Flexible Income Active ETF
-0.15%
-$24,983.34 
IUSV iShares Core S&P U.S. Value ETF
-0.14%
-$7,179.68 
XMHQ Invesco S&P MidCap Quality ETF
-0.14%
-$1,328.8 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.14%
-$707.58 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$2,814.57 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.13%
-$455.28 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$2,591.42 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.13%
-$3,725.84 
NNY Nuveen New York Municipal Value Fund, Inc.
-0.13%
-$294.06 
SCMB Schwab Municipal Bond ETF
-0.12%
-$339.27 
JPIE JPMorgan Income ETF
-0.12%
-$718.52 
BRTR iShares Total Return Act ETF
-0.11%
-$2,372.73 
EVTR Eaton Vance Total Return Fund
-0.11%
-$487.02 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.11%
-$234.68 
IVE ISHARES S&P 500 VALUE ETF
-0.11%
-$432.75 
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF
-0.1%
-$970.44 
IWS iShares Russell Mid-Cap Value ETF
-0.1%
-$501.4 
IDHQ Invesco S&P International Developed Quality ETF
-0.09%
-$2,622.38 
MBB iShares MBS ETF
-0.09%
-$207.84 
HYDB iShares High Yield Systematic Bond ETF
-0.09%
-$386.84 
FLXR TCW Flexible Income ETF
-0.08%
-$251.19 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.08%
-$2,445.64 
VPLS Vanguard Core-Plus Bond ETF
-0.07%
-$390.17 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$1,675.59 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$1,400.89 
FQAL Fidelity Quality Factor ETF
-0.07%
-$841.94 
FDHY Fidelity Enhanced High Yield ETF
-0.06%
-$447.18 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.06%
-$466.2 
GMUB Goldman Sachs Municipal Income ETF
-0.06%
-$193.71 
PHYL PGIM Active High Yield Bond ETF
-0.06%
-$1,614.62 
MUB iShares National Muni Bond ETF
-0.05%
-$1,010.51 
MTBA Simplify MBS ETF
-0.05%
-$2,384.78 
IEF iShares 7-10 Year Treasury Bond ETF
-0.05%
-$340.67 
CGCP Capital Group Core Plus Income ETF
-0.05%
-$99.36 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.05%
-$2,379.78 
SHYD VanEck Short High Yield Municipal Fund
-0.04%
-$532 
IGEB iShares Investment Grade Corporate Bond ETF
-0.04%
-$2,376.82 
SYSB iShares Systematic Bond ETF
-0.04%
-$352.32 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$221.6 
IWD iShares Russell 1000 Value ETF
-0.03%
-$4,921.2 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.03%
-$1,247.58 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$154.44 
FBND Fidelity Total Bond ETF
-0.02%
-$98.76 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.02%
-$86.12 
SYLD Cambria Shareholder Yield ETF
-0.02%
-$1,401.16 
SPG Simon Property Group, Inc.
-0.02%
-$68.12 
DVY iShares Select Dividend ETF
-0.02%
-$113.31 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$412.08 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$716.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$114.03 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.01%
-$232.24 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3949 | Longs Won 2893/3949 73% | Profit Factor 22.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $302,156.74 |
| Average Win $90,338.25 | Best Trade (Sep 11) $11.67M | Sharpe Ratio -41.61 |
| Average Loss -$11,176.08 | Worst Trade (Sep 30) -$216,836.84 | Z-Score 27.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 2d | Expectancy $63,192.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 83,246 | $12.81M | $27.79M | - | $14.98M | 116.94% | +0.486% |
| ABBV AbbVie Inc. | 5,987 | $1.04M | $1.57M | - | $527,109.93 | 50.76% | +1.703% |
| ABT Abbott Laboratories | 2,480 | $322,637.08 | $255,092.8 | - | -$67,544.28 | -20.94% | +0.893% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 3,224 | $178,936.08 | $246,152.4 | - | $67,216.32 | 37.56% | -1.165% |
| ADBE Adobe Inc. | 1,256 | $470,795.25 | $331,370.48 | - | -$139,424.77 | -29.61% | +4.599% |
| ADI Analog Devices, Inc. | 1,251 | $255,635.17 | $452,674.35 | - | $197,039.18 | 77.08% | -4.47% |
| AEP American Electric Power Company, Inc. | 1,671 | $219,057.24 | $204,446.85 | - | -$14,610.39 | -6.67% | -0.795% |
| AKRE Akre Focus ETF | 4,853 | $256,465.57 | $281,425.96 | - | $24,960.39 | 9.73% | +1.773% |
| ALLE Allegion plc | 2,415 | $254,303.82 | $374,638.95 | - | $120,335.13 | 47.32% | +1.161% |
| ALNY Alnylam Pharmaceuticals Inc | 1,007 | $244,861.15 | $251,085.38 | - | $6,224.23 | 2.54% | +0.265% |
| AMAT Applied Materials, Inc. | 1,563 | $268,070.16 | $665,900.52 | - | $397,830.36 | 148.41% | -6.67% |
| AMD Advanced Micro Devices, Inc. | 1,442 | $204,927.26 | $715,405.04 | - | $510,477.78 | 249.1% | -3.877% |
| AMGN Amgen Inc. | 2,155 | $610,912.68 | $822,304.9 | - | $211,392.22 | 34.6% | +1.121% |
| AMZN Amazon.com Inc | 29,435 | $3.61M | $7.46M | - | $3.85M | 106.68% | -1.277% |
| ANET Arista Networks, Inc. | 4,609 | $361,046.53 | $869,925.7 | - | $508,879.17 | 140.95% | -5.434% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 122,499 | $3.56M | $3.49M | - | -$77,654.87 | -2.18% | -0.158% |
| AOHY Angel Oak High Yield Opportunities ETF | 112,254 | $1.24M | $1.23M | - | -$6,779.97 | -0.55% | +0.137% |
| ASML ASML Holding N.V. New York Registry Shares | 476 | $339,976.26 | $752,265.64 | - | $412,289.38 | 121.27% | -6.943% |
| ATMP iPath Select MLP ETN | 20,700 | $633,992 | $754,618.5 | - | $120,626.5 | 19.03% | -0.83% |
| AUR Aurora Innovation, Inc. | 48,247 | $291,768.15 | $310,242.68 | - | $18,474.53 | 6.33% | +0.005% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Jeffrey Hanson?
The largest contributions to the portfolio's profits come from the following stocks: Invesco FTSE RAFI US 1000 ETF - $1.99M, Apple Inc - $1.97M, iShares Fallen Angels USD Bond ETF - $1.62M, iShares Flexible Income Active ETF - $1.56M, and Vanguard Value ETF - $1.45M. 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: Vanguard S&P Small-Cap 600 ETF - $325,159.02, Freshpet Inc - $243,310.22, UnitedHealth Group Incorporated - $168,599.68, Nike, Inc. - Class B - $165,238.92, and Fiserv, Inc - $162,877.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Hanson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.87M earned over time. The largest contributors to dividend income include iShares Flexible Income Active ETF - $1.56M, iShares Fallen Angels USD Bond ETF - $1.56M, Vanguard Value ETF - $959,323.04, Invesco FTSE RAFI US 1000 ETF - $930,631.85, and Invesco S&P 500 Equal Weight ETF - $853,669.82. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Hanson's monthly returns?
Jeffrey Hanson'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 Jeffrey Hanson's strategy be considered aggressive or moderate?
Jeffrey Hanson'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 Jeffrey Hanson's strategy?
Jeffrey Hanson'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.
