Mark Hansen Portfolio

Invests via Hansen & Associates Financial Group Inc. | Managed by Mark S. Hansen, David C. Yelle

Invests via Hansen & Associates Financial Group Inc.

Managed by Mark S. Hansen, David C. Yelle

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Mark Hansen Profile

With a strong foundation in technology-driven enterprises, Mark Hansen has carved a niche as an influential leader within the venture capital landscape. His career showcases a successful track record of founding and scaling innovative startups that bridge gaps in various industries. By integrating emerging technologies with market needs, he effectively drives growth and operational excellence in his ventures. Hansen's expertise not only enhances his companies' strategic positioning but also appeals to investors seeking disruptive opportunities in fast-evolving markets. His commitment to entrepreneurial advancement makes him a notable figure among new-generation business leaders.

Investment Philosophy & Strategy

Mark Hansen possesses a profound understanding of market dynamics and innovation, evidenced by his success in founding technology-focused ventures. His strategic mindset drives the exploration of disruptive opportunities that align emerging technologies with evolving consumer demands. This entrepreneurial acumen enables him to cultivate competitive advantages, positioning his startups at the forefront of their respective sectors. Through careful analysis and proactive risk management, he effectively navigates challenges while fostering sustainable growth. The emphasis on operational excellence not only benefits his businesses but also attracts venture capitalists keen on backing transformative ideas.

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:

14.14%

Gain -0.12%

Monthly

0.45%

Yearly

5.56%

Drawdown

4.86%

$179.06M

Equity

Holdings

$179.06M

Investment

$176.88M

$25.56M

Profit -$216,764.7

Realized

$23.39M

Unrealized

$2.18M

Dividends

$30.91M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.12%

Profit

-$216,764.7

Win %

65%

This Week

Compared To Last Week

Gain

-1.02%

Profit

-$1.84M

Win %

65%

This Month

Compared to last month

Gain

-1.24%

Profit

-$2.24M

Win %

65%

This Year

Compared to last year

Gain

-12.1%

Profit

-$18.35M

Win %

61%

Gainers
Losers

V Visa Inc. Class A

+1.45%

+$15,131.04

XLF Financial Select Sector SPDR Fund

+0.72%

+$5,064.26

MA Mastercard Incorporated

+0.7%

+$6,552.72

VNQ Vanguard Real Estate ETF

+0.57%

+$12,212.48

XLU Utilities Select Sector SPDR Fund

+0.5%

+$9,674.28

SPLV Invesco S&P 500 Low Volatility ETF

+0.31%

+$7,498

XLE Energy Select Sector SPDR Fund

+0.23%

+$8,991.97

IJR iShares Core S&P Small-Cap ETF

+0.19%

+$743.58

XLP Consumer Staples Select Sector SPDR Fund

+0.08%

+$1,546.02

IWD iShares Russell 1000 Value ETF

+0.06%

+$239.4

COST Costco Wholesale Corporation

+0.06%

+$563.36

XMHQ Invesco S&P MidCap Quality ETF

+0.05%

+$192.6

VWO Vanguard FTSE Emerging Markets ETF

+0.03%

+$93.53

SHV iShares Short Treasury Bond ETF

+0.02%

+$11,872.17

MTUM iShares MSCI USA Momentum Factor ETF

+0.01%

+$125.42

FTSM First Trust Enhanced Short Maturity Fund

+$79.41

AMZN Amazon.com Inc

-2.56%

-$48,029.83

MSFT Microsoft Corp.

-1.58%

-$23,872.51

AVGO Broadcom Inc.

-1.43%

-$19,100.59

NFLX Netflix, Inc.

-1.11%

-$12,698.1

AAPL Apple Inc.

-1.09%

-$20,184.27

TSLA Tesla, Inc.

-1.02%

-$12,180.02

LLY Eli Lilly and Company

-0.99%

-$12,628.92

XLY Consumer Discretionary Select Sector SPDR Fund

-0.84%

-$16,110.22

QQQ Invesco QQQ Trust, Series 1

-0.81%

-$6,139.28

XLK State Street Technology Select Sector SPDR ETF

-0.74%

-$14,910.75

MGK Vanguard Mega Cap Growth ETF

-0.7%

-$1,887.95

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.67%

-$8,304

EEM iShares MSCI Emerging Markets ETF

-0.61%

-$8,014.27

META Meta Platforms Inc Class A

-0.58%

-$6,248.4

GOOG Alphabet Inc

-0.52%

-$8,386.99

GLD SPDR Gold Shares

-0.51%

-$12,481.95

EFA iShares MSCI EAFE ETF

-0.5%

-$5,932.68

GOOGL Alphabet Inc

-0.39%

-$4,621.74

NVDA NVIDIA Corporation

-0.37%

-$8,105.4

SPY SPDR S&P 500 ETF Trust

-0.34%

-$3,682.71

QUAL iShares MSCI USA Quality Factor ETF

-0.32%

-$8,418.2

VTI VANGUARD TOTAL STOCK MKT ETF

-0.28%

-$1,704.42

USMV iShares MSCI USA Min Vol Factor ETF

-0.25%

-$6,072

XLI Industrial Select Sector SPDR Fund

-0.24%

-$4,694.06

XLV Health Care Select Sector SPDR Fund

-0.21%

-$3,972.16

VIXM ProShares VIX Mid-Term Futures ETF

-0.1%

-$21,338.28

Events

Dividends

Dividend Analysis

No Data

Trades 225	Longs Won 125/225 55%	Profit Factor 4.8
Profitability	Shorts Won 0/0 0%	Standard Deviation $518,644.23
Average Win $258,317.74	Best Trade (Mar 31) $5.2M	Sharpe Ratio -11.03
Average Loss -$67,274.27	Worst Trade (Jun 11) -$985,576.33	Z-Score -4.55 (100%)
Commissions $0	Avg. Trade Length 6m 1w 1d	Expectancy $113,610.18

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	2,660	2,394	2,128	1,862	1,596	1,330	1,064	798	532	266