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
Automatically Tracked
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.
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.
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:
16.27%
Gain +0.16%
Monthly
0.45%
Yearly
5.49%
Drawdown
4.22%
$175.69M
Equity
Holdings
$175.69M
Investment
$172.72M
$28.47M
Profit +$293,951.93
Realized
$25.5M
Unrealized
$2.97M
Dividends
$31.79M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$293,951.93
Win %
69%
This Week
Compared To Last Week
Gain
0.17%
Profit
$293,951.93
Win %
69%
This Month
Compared to last month
Gain
0.75%
Profit
$1.3M
Win %
69%
This Year
Compared to last year
Gain
0.12%
Profit
$188,338.04
Win %
63%
TSLA Tesla, Inc.
+5.74%
+$74,460.96 
NVDA NVIDIA Corporation
+1.62%
+$42,297.52 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+1.61%
+$42,293.21 
LLY Eli Lilly and Company
+1.16%
+$13,967.1 
XLV State Street Health Care Select Sector SPDR ETF
+1.03%
+$27,103.2 
AVGO Broadcom Inc.
+0.93%
+$9,837.13 
XMHQ Invesco S&P MidCap Quality ETF
+0.9%
+$6,532.3 
XLI State Street Industrial Select Sector SPDR ETF
+0.85%
+$17,117.8 
MTUM iShares MSCI USA Momentum Factor ETF
+0.81%
+$19,462.62 
COST Costco Wholesale Corp
+0.8%
+$7,015.22 
VNQ Vanguard Real Estate ETF
+0.78%
+$15,417.36 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$5,476.8 
SPLV Invesco S&P 500 Low Volatility ETF
+0.75%
+$19,702.12 
XLF State Street Financial Select Sector SPDR ETF
+0.7%
+$15,629.64 
XLE State Street Energy Select Sector SPDR ETF
+0.64%
+$32,247.6 
XLP State Street Consumer Staples Select Sector SPDR ETF
+0.5%
+$11,217.36 
XLU State Street Utilities Select Sector SPDR ETF
+0.46%
+$8,955.76 
VTI Vanguard Total Stock Market ETF
+0.41%
+$14,754.11 
QUAL iShares MSCI USA Quality Factor ETF
+0.39%
+$10,561.65 
SPY State Street SPDR S&P 500 ETF Trust
+0.39%
+$14,323.83 
EFA iShares MSCI EAFE ETF
+0.38%
+$5,485.35 
USMV iShares MSCI USA Min Vol Factor ETF
+0.37%
+$10,336.09 
UNH UnitedHealth Group Inc.
+0.32%
+$1,559.59 
VOT Vanguard Mid-Cap Growth ETF
+0.29%
+$2,773.29 
VEA Vanguard FTSE Developed Markets ETF
+0.23%
+$3,205.22 
AMZN Amazon.com Inc
+0.2%
+$4,260 
QQQ Invesco QQQ Trust, Series 1
+0.19%
+$7,138.54 
XLK State Street Technology Select Sector SPDR ETF
+0.19%
+$10,674.3 
FTSM First Trust Enhanced Short Maturity ETF
+0.03%
+$10,175.25 
SHV iShares 0-1 Year Treasury Bond ETF
+0.01%
+$4,279.09 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-1.73%
-$26,052.95 
PLTR Palantir Technologies Inc. Class A Common Stock
-1.46%
-$4,582.08 
NFLX Netflix Inc.
-1.36%
-$14,806.88 
AAPL Apple Inc.
-1.33%
-$33,233.56 
SPCK SPAC and New Issue ETF
-1.26%
-$400.85 
EEM iShares MSCI Emerging Markets ETF
-1.19%
-$8,663.16 
GOOGL Alphabet Inc
-0.76%
-$1,357.99 
GOOG Alphabet Inc
-0.71%
-$15,876.5 
MA Mastercard Inc. Class A Common Stock
-0.66%
-$8,026.79 
VIXM ProShares VIX Mid-Term Futures ETF
-0.45%
-$47,382.42 
AMD Advanced Micro Devices Inc.
-0.3%
-$945.49 
V Visa Inc. Class A
-0.26%
-$3,358.95 
GLD SPDR Gold Shares
-0.12%
-$2,946.29 
MSFT Microsoft Corporation Common Stock
-0.06%
-$1,517.33 Events
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Dividends
Dividend Analysis
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| Trades 270 | Longs Won 174/270 64% | Profit Factor 2.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $549,571.61 |
| Average Win $248,808.71 | Best Trade (Mar 31) $5.2M | Sharpe Ratio -9.08 |
| Average Loss -$154,416.05 | Worst Trade (Oct 14) -$1.33M | Z-Score 1.97 (95.06%) |
| Commissions $0 | Avg. Trade Length 7m 1w 5d | Expectancy $105,439.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,138 | 1,024 | 910 | 796 | 683 | 569 | 455 | 341 | 228 | 114 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,209 | $1.87M | $2.47M | - | $604,583.62 | 32.35% | -1.326% |
| AMD Advanced Micro Devices Inc. | 610 | $336,751 | $314,296.4 | - | -$22,454.6 | -6.67% | -0.3% |
| AMZN Amazon.com Inc | 8,520 | $1.89M | $2.12M | - | $226,340.59 | 11.97% | +0.202% |
| AVGO Broadcom Inc. | 3,290 | $886,162.6 | $1.07M | - | $182,001.7 | 20.54% | +0.929% |
| COST Costco Wholesale Corp | 878 | $854,835.37 | $887,930.18 | - | $33,094.81 | 3.87% | +0.796% |
| EEM iShares MSCI Emerging Markets ETF | 11,707 | $562,987.75 | $717,287.89 | - | $154,300.14 | 27.41% | -1.193% |
| EFA iShares MSCI EAFE ETF | 14,065 | $1.3M | $1.45M | - | $149,608.95 | 11.51% | +0.38% |
| FTSM First Trust Enhanced Short Maturity ETF | 639,953 | $38.27M | $38.23M | - | -$44,221.07 | -0.12% | +0.027% |
| GLD SPDR Gold Shares | 6,852 | $2.76M | $2.51M | - | -$251,851.34 | -9.12% | -0.117% |
| GOOG Alphabet Inc | 7,025 | $2.05M | $2.21M | - | $163,078.72 | 7.96% | -0.712% |
| GOOGL Alphabet Inc | 560 | $173,823.75 | $177,959.6 | - | $4,135.85 | 2.38% | -0.757% |
| IJR iShares Core S&P Small-Cap ETF | 5,216 | $688,681.87 | $726,432.32 | - | $37,750.45 | 5.48% | +0.76% |
| LLY Eli Lilly and Company | 945 | $764,786.22 | $1.22M | - | $452,600.58 | 59.18% | +1.161% |
| MA Mastercard Inc. Class A Common Stock | 1,953 | $1.08M | $1.21M | - | $132,399.02 | 12.29% | -0.659% |
| META Meta Platforms Inc Class A | 2,345 | $1.6M | $1.48M | - | -$121,438.01 | -7.58% | -1.729% |
| MSFT Microsoft Corporation Common Stock | 5,232 | $2.44M | $2.74M | - | $301,681.16 | 12.36% | -0.055% |
| MTUM iShares MSCI USA Momentum Factor ETF | 8,282 | $2.27M | $2.42M | - | $145,659.67 | 6.41% | +0.812% |
| NFLX Netflix Inc. | 16,544 | $1.95M | $1.07M | - | -$872,057.36 | -44.8% | -1.359% |
| NVDA NVIDIA Corporation | 12,404 | $2.2M | $2.66M | - | $462,634.99 | 21.06% | +1.616% |
| PLTR Palantir Technologies Inc. Class A Common Stock | 1,591 | $185,621.97 | $308,447.17 | - | $122,825.2 | 66.17% | -1.464% |
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FAQ
Which stocks have generated the highest profits for Mark Hansen?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-1 Year Treasury Bond ETF - $23.46M, NVIDIA Corporation - $7.84M, First Trust Enhanced Short Maturity ETF - $5.85M, Micron Technology Inc - $4.46M, and Netflix Inc - $3.32M. 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: Amazon.com Inc - $1.08M, UnitedHealth Group Inc - $989,096.36, Invesco DB Agriculture Fund - $844,182.72, iShares Russell 2000 ETF - $782,232, and Vanguard Real Estate ETF - $516,514.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Hansen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.79M earned over time. The largest contributors to dividend income include iShares 0-1 Year Treasury Bond ETF - $24.19M, First Trust Enhanced Short Maturity ETF - $5.57M, First Trust Nasdaq BuyWrite Income ETF - $433,889.61, Target Corp - $155,515.8, and Vanguard Real Estate ETF - $148,145.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Hansen's monthly returns?
Mark Hansen's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Mark Hansen's strategy be considered aggressive or moderate?
Mark Hansen's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Mark Hansen's strategy?
Mark Hansen's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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