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:
91.7%
Gain +0.93%
Monthly
1.85%
Yearly
24.62%
Drawdown
25.95%
$824.67M
Equity
Holdings
$824.67M
Investment
$610.69M
$235.49M
Profit +$4.28M
Realized
$21.52M
Unrealized
$213.98M
Dividends
$35.5M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.93%
Profit
$4.28M
Win %
77%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$3.38M
Win %
77%
This Month
Compared to last month
Gain
-0.83%
Profit
-$6.86M
Win %
77%
This Year
Compared to last year
Gain
-0.87%
Profit
-$7.2M
Win %
77%
AMAT Applied Materials, Inc.
+6.9%
+$56,658.59 
MU Micron Technology, Inc.
+6.31%
+$84,326.1 
INTC Intel Corporation
+5.18%
+$50,068.62 
MRVL Marvell Technology, Inc.
+4.84%
+$83,194.81 
FCX Freeport-McMoRan Inc.
+4.73%
+$43,840.6 
AMD Advanced Micro Devices, Inc.
+4.43%
+$32,171.01 
CORT Corcept Therapeutics Incorporated
+4.24%
+$10,988.16 
RXRX Recursion Pharmaceuticals, Inc.
+3.98%
+$1,160.23 
ANET Arista Networks, Inc.
+3.68%
+$28,714.07 
GLW Corning Incorporated
+3.62%
+$15,367.95 
SOXX iShares Semiconductor ETF
+3.61%
+$12,007.96 
KLAC KLA Corporation
+3.57%
+$7,865.2 
REPL Replimune Group Inc.
+3.23%
+$6,766 
ORCL Oracle Corporation
+3.22%
+$108,086.49 
ASML ASML Holding N.V. New York Registry Shares
+2.99%
+$24,761.52 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.83%
+$32,929.26 
BHP BHP Group Ltd.
+2.8%
+$17,179.82 
TSLA Tesla, Inc.
+2.78%
+$26,316.77 
LRCX Lam Research Corporation
+2.75%
+$11,922.72 
C Citigroup Inc.
+2.66%
+$57,409.85 
XCEM Columbia EM Core ex-China ETF
+2.65%
+$198,360.54 
FDX FedEx Corporation
+2.64%
+$8,112.31 
MTUM iShares MSCI USA Momentum Factor ETF
+2.58%
+$13,051.58 
AUR Aurora Innovation, Inc.
+2.54%
+$7,478.28 
UNH UnitedHealth Group Incorporated
+2.43%
+$19,936.25 
GS The Goldman Sachs Group, Inc.
+2.34%
+$23,318.9 
LYG Lloyds Banking Group Plc ADR
+2.3%
+$2,835.81 
MS Morgan Stanley
+2.29%
+$36,764.64 
EWJV iShares MSCI Japan Value ETF
+2.21%
+$18,305.7 
CAT Caterpillar Inc.
+2.15%
+$36,215.06 
DFAE Dimensional Emerging Core Equity Market ETF
+2.09%
+$71,479.98 
IEMG iShares Core MSCI Emerging Markets ETF
+2.08%
+$13,144.04 
EWJ iShares MSCI Japan ETF
+2.07%
+$41,671.87 
CEG Constellation Energy Corporation
+2.04%
+$9,396.52 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.04%
+$42,264.53 
CMI Cummins Inc.
+2.03%
+$3,705 
ADI Analog Devices, Inc.
+2%
+$9,326.2 
AVEM Avantis Emerging Markets Equity ETF
+1.99%
+$110,119.7 
VFMO Vanguard U.S. Momentum Factor Fund
+1.99%
+$14,004 
IMTM iShares MSCI International Momentum Factor ETF
+1.91%
+$3,916.08 
VLUE iShares MSCI USA Value Factor ETF
+1.83%
+$17,394.9 
DFEV Dimensional Emerging Markets Value ETF
+1.82%
+$108,614.43 
MRSH Marsh & McLennan Companies, Inc.
+1.77%
+$4,919.29 
AVDV Avantis International Small Cap Value ETF
+1.74%
+$33,568.8 
AVES Avantis Emerging Markets Value ETF
+1.74%
+$15,537.96 
AZN AstraZeneca PLC American Depositary Shares
+1.72%
+$8,110.78 
F Ford Motor Company
+1.72%
+$13,589.76 
XLK State Street Technology Select Sector SPDR ETF
+1.69%
+$20,499.62 
NU Nu Holdings Ltd.
+1.68%
+$4,991.13 
XBI SPDR S&P Biotech ETF
+1.66%
+$49,336.56 
XMMO Invesco S&P MidCap Momentum ETF
+1.62%
+$73,463.61 
UPS United Parcel Service, Inc.
+1.61%
+$5,412.68 
CI The Cigna Group
+1.56%
+$4,954.81 
DEM WisdomTree Emerging Markets High Dividend Fund
+1.52%
+$3,553.6 
IVLU iShares MSCI International Value Factor ETF
+1.5%
+$31,261.87 
CWB SPDR Bloomberg Convertible Securities ETF
+1.4%
+$4,558.2 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.38%
+$3,288.48 
CYTK Cytokinetics, Incorporated
+1.38%
+$4,295.69 
MRK Merck & Co., Inc.
+1.37%
+$18,105 
DWMF WisdomTree International Multifactor Fund
+1.33%
+$6,595.77 
AVGO Broadcom Inc.
+1.32%
+$15,630 
DNLI Denali Therapeutics Inc.
+1.31%
+$4,680.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$27,040.49 
MATX Matson Inc.
+1.3%
+$5,680 
IXUS iShares Core International Stock ETF
+1.29%
+$17,698.8 
EFG iShares MSCI EAFE Growth ETF
+1.26%
+$62,434.93 
IBBQ Invesco Nasdaq Biotechnology ETF
+1.26%
+$2,860.51 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+1.24%
+$25,633.79 
ETN Eaton Corporation plc
+1.23%
+$19,227 
XSMO Invesco S&P SmallCap Momentum ETF
+1.23%
+$13,878.01 
FENI Fidelity Enhanced International ETF
+1.2%
+$28,570.93 
PXH Invesco FTSE RAFI Emerging Markets ETF
+1.19%
+$8,813.18 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.19%
+$5,928.72 
JPM JPMorgan Chase & Co.
+1.18%
+$56,038.41 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.18%
+$9,086.88 
IWP iShares Russell Mid-Cap Growth ETF
+1.17%
+$4,161.77 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$24,971.3 
XOM Exxon Mobil Corporation
+1.14%
+$47,925.02 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+1.12%
+$99,708 
AVDE Avantis International Equity ETF
+1.1%
+$16,353.26 
CSCO Cisco Systems, Inc.
+1.09%
+$13,648.8 
EFA iShares MSCI EAFE ETF
+1.09%
+$12,096 
IPKW Invesco International Buyback Achievers ETF
+1.08%
+$93,777.45 
EFV iShares MSCI EAFE Value ETF
+1.05%
+$24,422.29 
GE General Electric Company
+1.05%
+$26,821.41 
IEFA iShares Core MSCI EAFE ETF
+1.05%
+$12,945 
AVNV Avantis All International Markets Value ETF
+1.04%
+$3,388.86 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$15,703.21 
LLY Eli Lilly and Company
+1.01%
+$31,685.85 
BNY BlackRock New York Municipal Income Trust
+0.99%
+$5,198.7 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+0.98%
+$31,664.81 
DFIV Dimensional International Value ETF
+0.98%
+$54,203.58 
DFAI Dimensional International Core Equity Market ETF
+0.96%
+$53,908.81 
GEV GE Vernova Inc.
+0.96%
+$18,057.48 
ALNY Alnylam Pharmaceuticals Inc
+0.96%
+$2,633.3 
IWF iShares Russell 1000 Growth ETF
+0.95%
+$213,716.9 
QCOM QUALCOMM Incorporated
+0.94%
+$9,162.09 
FESM Fidelity Enhanced Small Cap ETF
+0.93%
+$50,930.67 
VYMI Vanguard International High Dividend Yield Index Fund
+0.92%
+$2,538.2 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.92%
+$14,876.22 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.9%
+$16,014.52 
RTX RTX Corporation
+0.9%
+$8,815.74 
ABBV AbbVie Inc.
+0.87%
+$13,158.83 
VGK Vanguard FTSE Europe ETF
+0.87%
+$4,359.36 
AMGN Amgen Inc.
+0.86%
+$6,766.7 
SNOW Snowflake Inc.
+0.83%
+$7,040.64 
GARP iShares MSCI USA Quality GARP ETF
+0.81%
+$7,513.6 
IQLT iShares MSCI International Quality Factor ETF
+0.81%
+$121,212.07 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.8%
+$8,577.9 
DIHP Dimensional International High Profitability Portfolio
+0.79%
+$11,466.28 
VTWO Vanguard Russell 2000 ETF
+0.79%
+$1,653.54 
IWM iShares Russell 2000 ETF
+0.78%
+$8,115.8 
ROK Rockwell Automation, Inc.
+0.78%
+$2,177.7 
VXF Vanguard Extended Market ETF
+0.77%
+$4,082.53 
WFC Wells Fargo & Company
+0.75%
+$12,499.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.75%
+$78,354.5 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.75%
+$20,226.74 
FSMD Fidelity Small-Mid Multifactor ETF
+0.72%
+$5,124.43 
BAC Bank of America Corporation
+0.7%
+$16,416.9 
JCI Johnson Controls International plc
+0.7%
+$1,556.85 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$28,282.64 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.67%
+$3,401.7 
PLD Prologis Inc.
+0.66%
+$1,560.73 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.66%
+$1,466.3 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.65%
+$20,625.85 
PFE Pfizer Inc.
+0.65%
+$10,705.76 
COP ConocoPhillips
+0.64%
+$1,684.24 
DISV Dimensional International Small Cap Equity Fund
+0.64%
+$3,794.7 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.61%
+$16,622.1 
XSHQ Invesco S&P SmallCap Quality ETF
+0.61%
+$40,559.11 
BA Boeing Company
+0.61%
+$4,183.38 
SHEL Shell plc
+0.59%
+$2,370.48 
DTH WisdomTree International High Dividend Fund
+0.57%
+$9,614.02 
IJR iShares Core S&P Small-Cap ETF
+0.57%
+$23,400.19 
AVDS Avantis International Small Cap Equity ETF
+0.57%
+$3,865.98 
MGK Vanguard Mega Cap Growth ETF
+0.56%
+$26,135.68 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.56%
+$20,715.03 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.55%
+$10,914.25 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.55%
+$1,586.81 
PVAL Putnam Focused Large Cap Value ETF
+0.55%
+$12,886.56 
NVDA NVIDIA Corporation
+0.55%
+$33,822.81 
VUG Vanguard Growth ETF
+0.55%
+$10,917.27 
VB Vanguard Small-Cap ETF
+0.54%
+$2,000.13 
XLI Industrial Select Sector SPDR Fund
+0.54%
+$3,379.43 
BLK BlackRock, Inc.
+0.53%
+$2,066.21 
MGV Vanguard Mega Cap Value ETF
+0.53%
+$136,625.62 
IJS iShares S&P Small-Cap 600 Value ETF
+0.52%
+$3,348.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$9,916.22 
BMY Bristol-Myers Squibb Company
+0.52%
+$1,131.81 
IWL iShares Russell Top 200 ETF
+0.51%
+$6,142.9 
FMDE Fidelity Enhanced Mid Cap ETF
+0.51%
+$2,457.34 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.51%
+$1,592.36 
IVV iShares Core S&P 500 ETF
+0.5%
+$95,066.51 
JNJ Johnson & Johnson
+0.5%
+$7,514.82 
FNDC Schwab Fundamental International Small Company Index ETF
+0.5%
+$45,721.57 
IQDG WisdomTree International Quality Dividend Growth Fund
+0.49%
+$1,309.77 
AVUV Avantis U.S. Small Cap Value ETF
+0.49%
+$2,542.48 
VO Vanguard Mid-Cap ETF
+0.49%
+$5,030.54 
IWB iShares Russell 1000 ETF
+0.48%
+$37,839.03 
GD General Dynamics Corporation
+0.48%
+$12,034.5 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$24,331.65 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$19,266.92 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.46%
+$1,185.3 
SAFE Safehold Inc.
+0.46%
+$1,129.05 
VOO Vanguard S&P 500 ETF
+0.45%
+$49,372.02 
PRF Invesco FTSE RAFI US 1000 ETF
+0.45%
+$109,285.19 
VTV Vanguard Value ETF
+0.45%
+$73,969.42 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.45%
+$14,822.27 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.45%
+$45,657.78 
PWR Quanta Services Inc.
+0.45%
+$2,177.18 
ISCG iShares Morningstar Small-Cap Growth ETF
+0.45%
+$1,594.62 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.44%
+$4,331.39 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$1,983.75 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.43%
+$13,916 
BX Blackstone Inc.
+0.42%
+$1,223.56 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.4%
+$929.85 
SPG Simon Property Group, Inc.
+0.39%
+$1,515.67 
EZM WisdomTree U.S. MidCap Fund
+0.38%
+$22,169.01 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$24,554.08 
RPV Invesco S&P 500 Pure Value ETF
+0.38%
+$8,011.78 
XLV Health Care Select Sector SPDR Fund
+0.36%
+$794.6 
DAL Delta Air Lines, Inc.
+0.36%
+$941.53 
XMHQ Invesco S&P MidCap Quality ETF
+0.35%
+$3,238.95 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.35%
+$3,035.49 
IWR iShares Russell Mid-Cap ETF
+0.34%
+$3,731.25 
FQAL Fidelity Quality Factor ETF
+0.34%
+$4,286.24 
JQUA JPMorgan U.S. Quality Factor ETF
+0.33%
+$104,363.5 
PSX Phillips 66
+0.33%
+$1,633.36 
TEI Templeton Emerging Markets Income Fund
+0.29%
+$340 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$14,666.82 
FNCL Fidelity MSCI Financials Index ETF
+0.28%
+$1,342.35 
CB Chubb Limited
+0.28%
+$1,121.32 
FDVV Fidelity High Dividend ETF
+0.26%
+$670.08 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.26%
+$529.45 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.24%
+$5,032.11 
QLTY GMO U.S. Quality ETF
+0.24%
+$2,853.9 
PKW Invesco BuyBack Achievers ETF
+0.24%
+$7,105.32 
IDHQ Invesco S&P International Developed Quality ETF
+0.23%
+$6,539.6 
TD The Toronto-Dominion Bank
+0.23%
+$544.04 
VIG Vanguard Dividend Appreciation ETF
+0.21%
+$1,229.17 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.2%
+$5,858.88 
IVE ISHARES S&P 500 VALUE ETF
+0.2%
+$787.78 
IUSV iShares Core S&P U.S. Value ETF
+0.19%
+$9,647.69 
VRTX Vertex Pharmaceuticals Incorporated
+0.17%
+$1,633.44 
XLF Financial Select Sector SPDR Fund
+0.17%
+$2,350.39 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.16%
+$3,909.12 
CVX Chevron Corporation
+0.16%
+$1,694.15 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.16%
+$580.72 
NFLX Netflix, Inc.
+0.15%
+$769 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.14%
+$2,306.62 
RSP Invesco S&P 500 Equal Weight ETF
+0.13%
+$26,486.73 
IR Ingersoll Rand Inc.
+0.12%
+$1,533.1 
TT Trane Technologies plc
+0.1%
+$5,689.35 
AOHY Angel Oak High Yield Opportunities ETF
+0.09%
+$1,122.54 
META Meta Platforms Inc Class A
+0.09%
+$1,842.18 
ICF iShares Cohen & Steers Realty Majors ETF
+0.09%
+$288.72 
DGRO iShares Core Dividend Growth ETF
+0.09%
+$501.93 
IWS iShares Russell Mid-Cap Value ETF
+0.09%
+$425.46 
XMVM Invesco S&P MidCap Value with Momentum ETF
+0.08%
+$1,069.62 
UBER Uber Technologies, Inc.
+0.08%
+$383.3 
IWD iShares Russell 1000 Value ETF
+0.07%
+$11,072.7 
SCHD Schwab U.S. Dividend Equity ETF
+0.07%
+$566.15 
SYLD Cambria Shareholder Yield ETF
+0.07%
+$3,853.19 
CLOI VanEck CLO ETF
+0.07%
+$1,354.08 
VOE Vanguard Mid-Cap Value ETF
+0.06%
+$282.96 
PID Invesco International Dividend Achievers ETF
+0.05%
+$488.66 
NAD Nuveen Quality Municipal Income Fund
+0.04%
+$627 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.03%
+$571.59 
ITT Itt Inc.
+0.03%
+$53.85 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$806.13 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.01%
+$137.18 
BINC iShares Flexible Income Active ETF
+0.01%
+$1,934.62 
CLOA iShares AAA CLO ETF
0%
$0 
FHEQ
0%
$0 
MPA BlackRock MuniYield Pennsylvania Quality Fund
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NUW Nuveen AMT-Free Municipal Value Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DHR Danaher Corporation
-12.4%
-$39,978.82 
SPGI S&P Global Inc.
-2.64%
-$6,920.4 
ADBE Adobe Inc.
-2.39%
-$7,058.72 
WM Waste Management, Inc.
-1.93%
-$4,891.21 
TMUS T-Mobile US, Inc.
-1.87%
-$8,654.15 
CRM Salesforce Inc
-1.66%
-$9,973.44 
SHOP Shopify Inc.
-1.61%
-$11,049.56 
TJX The TJX Companies, Inc.
-1.61%
-$21,838.59 
SYK Stryker Corporation
-1.59%
-$10,266.75 
AKRE Akre Focus ETF
-1.4%
-$3,809.61 
INTU Intuit Inc.
-1.4%
-$3,513.7 
MO Altria Group, Inc.
-1.37%
-$6,948.24 
JHX James Hardie Industries plc
-1.32%
-$3,441.9 
WSO Watsco Inc.
-1.3%
-$2,498.55 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$3,796.2 
IQV IQVIA Holdings Inc.
-1.2%
-$5,068.48 
HD The Home Depot, Inc.
-1.18%
-$19,676.36 
UL Unilever PLC Sponsored American Depositary Receipt
-1.11%
-$4,542.27 
LMT Lockheed Martin Corporation
-1.11%
-$5,582.2 
YUM Yum! Brands, Inc.
-1.09%
-$3,099.2 
PM Philip Morris International Inc.
-1.07%
-$3,811 
ICE Intercontinental Exchange, Inc.
-1.06%
-$3,663 
MCD McDonald's Corporation
-1.04%
-$2,667.24 
AMZN Amazon.com Inc
-1.03%
-$75,942.3 
LOW Lowe's Companies Inc.
-0.99%
-$7,474.27 
IGV iShares Expanded Tech-Software Sector ETF
-0.98%
-$2,529.06 
MA Mastercard Incorporated
-0.97%
-$6,044.88 
BDX Becton, Dickinson and Company
-0.97%
-$2,397.45 
V Visa Inc. Class A
-0.92%
-$17,638.78 
IBM International Business Machines Corporation
-0.9%
-$8,196.48 
WMT Walmart Inc.
-0.82%
-$14,487.24 
BSX Boston Scientific Corporation
-0.8%
-$2,427.95 
PG Procter & Gamble Co
-0.8%
-$3,890.36 
MCK McKesson Corporation
-0.78%
-$3,601.95 
LIN Linde plc
-0.77%
-$3,853.07 
VLO Valero Energy Corporation
-0.76%
-$2,846.49 
ED Consolidated Edison, Inc.
-0.75%
-$6,379.38 
KMB Kimberly-Clark Corporation
-0.72%
-$3,977.22 
COST Costco Wholesale Corporation
-0.72%
-$6,750.23 
GOOG Alphabet Inc
-0.71%
-$40,838.16 
SO The Southern Company
-0.71%
-$6,246.41 
UNP Union Pacific Corporation
-0.7%
-$3,303.04 
GOOGL Alphabet Inc
-0.69%
-$23,925.78 
CARR Carrier Global Corporation
-0.66%
-$1,604.24 
PEG Public Service Enterprise Group Incorporated
-0.66%
-$3,752.58 
COF Capital One Financial Corporation
-0.62%
-$2,525.44 
ATMP iPath Select MLP ETN
-0.61%
-$4,605.75 
MSFT Microsoft Corp.
-0.6%
-$56,436 
ALLE Allegion plc
-0.6%
-$2,004.45 
AEP American Electric Power Company, Inc.
-0.58%
-$1,269.96 
TRV The Travelers Companies, Inc.
-0.53%
-$2,111.57 
VZ Verizon Communications Inc.
-0.52%
-$3,784.77 
PEP PepsiCo, Inc.
-0.51%
-$2,752.2 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.5%
-$5,812.15 
DUK Duke Energy Corporation
-0.46%
-$2,345.52 
MTB M&T Bank Corporation
-0.45%
-$2,287.71 
NI NiSource Inc.
-0.44%
-$906.4 
IAT iShares U.S. Regional Banks ETF
-0.37%
-$1,304.72 
DGX Quest Diagnostics Inc.
-0.35%
-$3,940.56 
NXP Nuveen Select Tax-Free Income Portfolio
-0.35%
-$2,516.85 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.34%
-$7,543.97 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$11,174.55 
MLM Martin Marietta Materials, Inc.
-0.27%
-$622.82 
KO The Coca-Cola Company
-0.26%
-$1,564.34 
ETR Entergy Corporation
-0.25%
-$504.9 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.24%
-$2,769.37 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.24%
-$1,102.15 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.23%
-$904.26 
DVY iShares Select Dividend ETF
-0.23%
-$1,378.61 
MBB iShares MBS ETF
-0.22%
-$532.59 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.22%
-$3,467.95 
ABT Abbott Laboratories
-0.22%
-$545.6 
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF
-0.21%
-$2,073.6 
EPD Enterprise Products Partners L.P.
-0.21%
-$614.32 
FE FirstEnergy Corp.
-0.21%
-$884.7 
VLY Valley National Bancorp
-0.2%
-$454.11 
DE Deere & Company
-0.2%
-$2,395.47 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.2%
-$468.27 
IEF iShares 7-10 Year Treasury Bond ETF
-0.2%
-$1,400.45 
FITB Fifth Third Bancorp
-0.19%
-$1,063.92 
SPBO SPDR Portfolio Corporate Bond ETF
-0.19%
-$7,713.69 
CGCP Capital Group Core Plus Income ETF
-0.18%
-$397.44 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$957.69 
SYSB iShares Systematic Bond ETF
-0.17%
-$1,761.6 
AXP American Express Company
-0.17%
-$1,121.4 
IGEB iShares Investment Grade Corporate Bond ETF
-0.17%
-$10,186.35 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.17%
-$3,581 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.17%
-$6,270.48 
MTBA Simplify MBS ETF
-0.16%
-$7,631.28 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.16%
-$4,799.92 
NUV Nuveen Municipal Value Fund, Inc.
-0.16%
-$2,848.02 
BRTR iShares Total Return Act ETF
-0.16%
-$3,463.84 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.16%
-$844.48 
AAPL Apple Inc.
-0.15%
-$42,039.23 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.15%
-$6,653.76 
DABS DoubleLine Asset-Backed Securities ETF
-0.14%
-$733.25 
EVTR Eaton Vance Total Return Fund
-0.14%
-$619.85 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.14%
-$7,139.34 
FELV Fidelity Enhanced Large Cap Value ETF
-0.13%
-$300.25 
RPM RPM International Inc.
-0.13%
-$390 
FBND Fidelity Total Bond ETF
-0.12%
-$543.18 
NAN Nuveen New York Quality Municipal Income Fund
-0.12%
-$183.44 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.12%
-$1,711.11 
GMUB Goldman Sachs Municipal Income ETF
-0.12%
-$387.42 
FLXR TCW Flexible Income ETF
-0.12%
-$376.79 
T AT&T Inc.
-0.11%
-$1,270.45 
SPGP Invesco S&P 500 GARP ETF
-0.1%
-$3,018.37 
SCMB Schwab Municipal Bond ETF
-0.1%
-$282.73 
MUB iShares National Muni Bond ETF
-0.09%
-$1,745.43 
NNY Nuveen New York Municipal Value Fund, Inc.
-0.09%
-$226.43 
DIS The Walt Disney Company
-0.09%
-$619.9 
SHYD VanEck Short High Yield Municipal Fund
-0.09%
-$1,064 
PHYL PGIM Active High Yield Bond ETF
-0.09%
-$2,421.93 
PYLD PIMCO Multisector Bond Active ETF
-0.08%
-$9,935.32 
PNC The PNC Financial Services Group, Inc.
-0.08%
-$953.6 
HYD VanEck High Yield Muni ETF
-0.08%
-$527.56 
DIVB iShares Core Dividend ETF
-0.07%
-$4,532.13 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.07%
-$557.37 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$798.21 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$604.37 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.05%
-$1,837.48 
USMV iShares MSCI USA Min Vol Factor ETF
-0.05%
-$108.95 
NEE NextEra Energy, Inc.
-0.04%
-$683.16 
FDHY Fidelity Enhanced High Yield ETF
-0.04%
-$298.12 
FALN iShares Fallen Angels USD Bond ETF
-0.04%
-$3,857.62 
JPIE JPMorgan Income ETF
-0.03%
-$195.96 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.03%
-$176.9 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$221.6 
HYDB iShares High Yield Systematic Bond ETF
-0.03%
-$145.06 
JMUB JPMorgan Municipal Bond ETF
-0.03%
-$718.11 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.03%
-$598.02 
HSIC Henry Schein, Inc.
-0.02%
-$48 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.02%
-$50.52 
PAAA PGIM AAA CLO ETF
-0.01%
-$241.41 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$327.05 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$716.64 Events
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Dividends
Dividend Analysis
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| Trades 3949 | Longs Won 2917/3949 73% | Profit Factor 24.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $290,238.68 |
| Average Win $84,099.38 | Best Trade (Jul 30) $11.83M | Sharpe Ratio -41.61 |
| Average Loss -$9,521.08 | Worst Trade (Sep 30) -$216,836.84 | Z-Score 36.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 5d | Expectancy $59,633.36 |
| 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 | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
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Returns
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Option values are updated at end of day.
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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 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 - $1.94M, iShares Fallen Angels USD Bond ETF - $1.51M, Vanguard Value ETF - $1.45M, and iShares Flexible Income Active ETF - $1.41M. 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 - $166,502.8, 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 $35.5M earned over time. The largest contributors to dividend income include iShares Fallen Angels USD Bond ETF - $1.44M, iShares Flexible Income Active ETF - $1.4M, Vanguard Value ETF - $956,339.88, 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.
