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:
16.21%
Gain +0.39%
Monthly
0.47%
Yearly
5.73%
Drawdown
4.22%
$175.57M
Equity
Holdings
$175.57M
Investment
$172.72M
$28.35M
Profit +$715,566.53
Realized
$25.5M
Unrealized
$2.85M
Dividends
$31.49M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.39%
Profit
$715,566.53
Win %
67%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$305,802.45
Win %
67%
This Month
Compared to last month
Gain
-0.24%
Profit
-$413,777.87
Win %
67%
This Year
Compared to last year
Gain
0.05%
Profit
$70,088.09
Win %
61%
META Meta Platforms Inc Class A
+2.94%
+$44,414.3 
AAPL Apple Inc.
+1.95%
+$45,849.17 
GOOGL Alphabet Inc
+1.79%
+$3,343.19 
GOOG Alphabet Inc
+1.76%
+$40,815.18 
AMZN Amazon.com Inc
+1.64%
+$35,187.6 
GLD SPDR Gold Shares
+1.63%
+$44,229.73 
AMD Advanced Micro Devices, Inc.
+1.5%
+$4,605.49 
XLK State Street Technology Select Sector SPDR ETF
+1.45%
+$81,734.64 
EEM iShares MSCI Emerging Markets ETF
+1.37%
+$10,770.44 
AVGO Broadcom Inc.
+1.35%
+$16,022.33 
MTUM iShares MSCI USA Momentum Factor ETF
+1.32%
+$33,128.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.22%
+$17,528.87 
EFA iShares MSCI EAFE ETF
+1.16%
+$17,299.95 
XLI Industrial Select Sector SPDR Fund
+1.1%
+$22,925.62 
QQQ Invesco QQQ Trust, Series 1
+1.04%
+$38,632.64 
SPY SPDR S&P 500 ETF Trust
+0.99%
+$36,418.1 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.93%
+$34,003.18 
VNQ Vanguard Real Estate ETF
+0.87%
+$17,451.6 
VOT Vanguard Mid-Cap Growth ETF
+0.86%
+$8,237.82 
NVDA NVIDIA Corporation
+0.78%
+$21,086.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.78%
+$20,695.95 
MSFT Microsoft Corp.
+0.7%
+$17,945.76 
NFLX Netflix, Inc.
+0.7%
+$8,768.29 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$5,007.36 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.68%
+$17,660.88 
XMHQ Invesco S&P MidCap Quality ETF
+0.54%
+$3,813.12 
XLU Utilities Select Sector SPDR Fund
+0.52%
+$10,103.94 
USMV iShares MSCI USA Min Vol Factor ETF
+0.47%
+$12,349.62 
XLF Financial Select Sector SPDR Fund
+0.45%
+$10,219.38 
XLE Energy Select Sector SPDR Fund
+0.41%
+$19,421.85 
TSLA Tesla, Inc.
+0.41%
+$5,159.28 
SPLV Invesco S&P 500 Low Volatility ETF
+0.34%
+$8,717.75 
PLTR Palantir Technologies Inc.
+0.33%
+$859.14 
XLP Consumer Staples Select Sector SPDR Fund
+0.28%
+$5,863.72 
V Visa Inc. Class A
+0.27%
+$3,199.03 
XLV Health Care Select Sector SPDR Fund
+0.13%
+$3,240.6 
SHV iShares Short Treasury Bond ETF
+0.03%
+$14,934.02 
FTSM First Trust Enhanced Short Maturity Fund
+0.02%
+$6,399.53 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SPCK The SPAC and New Issue ETF
0%
$0 
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 270 | Longs Won 173/270 64% | Profit Factor 2.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $546,877.43 |
| Average Win $247,231.97 | Best Trade (Mar 31) $5.2M | Sharpe Ratio -11 |
| Average Loss -$148,666.05 | Worst Trade (Sep 04) -$1.18M | Z-Score -0.9 (63.27%) |
| Commissions $0 | Avg. Trade Length 6m 3w 3d | Expectancy $105,001.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,181 | 1,063 | 945 | 826 | 708 | 590 | 472 | 354 | 236 | 118 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,209 | $1.87M | $2.4M | - | $531,123.91 | 28.42% | +1.948% |
| AMD Advanced Micro Devices, Inc. | 610 | $336,751 | $311,801.5 | - | -$24,949.5 | -7.41% | +1.499% |
| AMZN Amazon.com Inc | 8,520 | $1.89M | $2.18M | - | $290,410.99 | 15.36% | +1.64% |
| AVGO Broadcom Inc. | 3,290 | $886,162.6 | $1.2M | - | $316,990.4 | 35.77% | +1.35% |
 COST Costco Wholesale Corporation | 878 | $854,835.37 | $791,622.36 | - | -$63,213.01 | -7.39% | -0.084% |
| EEM iShares MSCI Emerging Markets ETF | 11,707 | $562,987.75 | $795,139.44 | - | $232,151.69 | 41.24% | +1.373% |
| EFA iShares MSCI EAFE ETF | 14,065 | $1.3M | $1.5M | - | $204,040.5 | 15.7% | +1.164% |
| FTSM First Trust Enhanced Short Maturity Fund | 639,953 | $38.27M | $38.21M | - | -$60,795.85 | -0.16% | +0.017% |
| GLD SPDR Gold Shares | 6,852 | $2.76M | $2.76M | - | -$828.32 | -0.03% | +1.629% |
| GOOG Alphabet Inc | 7,025 | $2.05M | $2.36M | - | $311,868.22 | 15.21% | +1.759% |
| GOOGL Alphabet Inc | 560 | $173,823.75 | $189,599.2 | - | $15,775.45 | 9.08% | +1.795% |
| IJR iShares Core S&P Small-Cap ETF | 5,216 | $688,681.87 | $742,758.4 | - | $54,076.53 | 7.85% | +0.679% |
 LLY Eli Lilly and Company | 945 | $764,786.22 | $1.06M | - | $292,224.63 | 38.21% | -0.398% |
 MA Mastercard Incorporated | 1,953 | $1.08M | $1.1M | - | $26,370.65 | 2.45% | -0.03% |
| META Meta Platforms Inc Class A | 2,345 | $1.6M | $1.56M | - | -$46,843.56 | -2.92% | +2.939% |
| MSFT Microsoft Corp. | 5,232 | $2.44M | $2.59M | - | $153,353.96 | 6.28% | +0.697% |
| MTUM iShares MSCI USA Momentum Factor ETF | 8,282 | $2.27M | $2.54M | - | $272,788.37 | 12.01% | +1.319% |
| NFLX Netflix, Inc. | 16,544 | $1.95M | $1.27M | - | -$680,395.12 | -34.95% | +0.697% |
| NVDA NVIDIA Corporation | 12,404 | $2.2M | $2.73M | - | $533,213.75 | 24.28% | +0.779% |
| PLTR Palantir Technologies Inc. | 1,591 | $185,621.97 | $264,742.4 | - | $79,120.43 | 42.62% | +0.326% |
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 Mark Hansen?
The largest contributions to the portfolio's profits come from the following stocks: iShares Short Treasury Bond ETF - $23.33M, NVIDIA Corporation - $7.84M, First Trust Enhanced Short Maturity Fund - $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 Incorporated - $991,847.88, Invesco DB Agriculture Fund - $844,182.72, iShares Russell 2000 ETF - $782,232, and Vanguard Real Estate ETF - $533,743.87. 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 $31.49M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $24.07M, First Trust Enhanced Short Maturity Fund - $5.57M, First Trust Nasdaq BuyWrite Fund - $433,889.61, Target Corporation - $155,515.8, and Chevron Corporation - $141,507.63. 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.
