Michael Hogan Portfolio
Invests via Promethos Capital LLC | Managed by Ivka Kalus, Ashraya Dixit
Invests via Promethos Capital LLC
Managed by Ivka Kalus, Ashraya Dixit
Automatically Tracked
Michael Hogan Profile
Michael Hogan is a seasoned investment professional with extensive experience in the financial services industry. With a background that spans multiple sectors, he has demonstrated a strong ability to identify and capitalize on emerging market opportunities. His career includes significant roles in managing investments across various asset classes, emphasizing growth-oriented strategies that align with contemporary market dynamics. Recognized for his strategic insights and analytical acumen, he plays an influential role in advising clients on effective capital deployment while navigating complex economic environments. His leadership is marked by a commitment to fostering long-term partnerships within the investment community.
Michael Hogan is a seasoned investment professional with extensive experience in the financial services industry. With a background that spans multiple sectors, he has demonstrated a strong ability to identify and capitalize on emerging market opportunities. His career includes significant roles in managing investments across various asset classes, emphasizing growth-oriented strategies that align with contemporary market dynamics. Recognized for his strategic insights and analytical acumen, he plays an influential role in advising clients on effective capital deployment while navigating complex economic environments. His leadership is marked by a commitment to fostering long-term partnerships within the investment community.
Investment Philosophy & Strategy
Market trends reveal opportunities for agile capital deployment in today's evolving economic landscape. Michael Hogan employs a growth-driven perspective that seeks to uncover undervalued assets across diverse sectors. By leveraging his extensive experience, he prioritizes investments where innovation and operational efficiency drive long-term value creation. A deep understanding of competitive dynamics enables him to make informed decisions that align with broader market movements while enhancing returns for stakeholders. This strategy reflects his commitment to sustainable partnership building within the financial ecosystem.
Market trends reveal opportunities for agile capital deployment in today's evolving economic landscape. Michael Hogan employs a growth-driven perspective that seeks to uncover undervalued assets across diverse sectors. By leveraging his extensive experience, he prioritizes investments where innovation and operational efficiency drive long-term value creation. A deep understanding of competitive dynamics enables him to make informed decisions that align with broader market movements while enhancing returns for stakeholders. This strategy reflects his commitment to sustainable partnership building within the financial ecosystem.
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:
74.8%
Gain -0.03%
Monthly
1.74%
Yearly
23.04%
Drawdown
17.62%
$302.89M
Equity
Holdings
$302.89M
Investment
$237.77M
$99.66M
Profit -$295,317.18
Realized
$34.54M
Unrealized
$65.12M
Dividends
$12.11M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$295,317.18
Win %
73%
This Week
Compared To Last Week
Gain
-1.55%
Profit
-$4.78M
Win %
73%
This Month
Compared to last month
Gain
-1.86%
Profit
-$5.74M
Win %
73%
This Year
Compared to last year
Gain
3.03%
Profit
$8.61M
Win %
69%
ADBE Adobe Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
ADSK Autodesk, Inc.
0%
$0 
AME Ametek Inc.
0%
$0 
APLE Apple Hospitality REIT, Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BBD Banco Bradesco S.A. ADR
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CIG Companhia Energética de Minas Gerais S.A. ADR
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DAR Darling Ingredients Inc.
0%
$0 
DOX Amdocs Limited
0%
$0 
DVA DaVita Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
FERG Ferguson Enterprises Inc
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HSBC HSBC Holdings plc Sponsored ADR
0%
$0 
IHG Intercontinental Hotels Group PLC ADR
0%
$0 
INTU Intuit Inc.
0%
$0 
IX Orix Corporation Sponsored ADR
0%
$0 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
0%
$0 
KLAC KLA Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NTES NetEase, Inc. American Depositary Receipt
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NYT New York Times Co.
0%
$0 
OC Owens Corning
0%
$0 
PHG Koninklijke Philips N.V.
0%
$0 
PSO Pearson plc Sponsored ADR
0%
$0 
RDY Dr. Reddy's Laboratories Ltd.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RY Royal Bank of Canada
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SCCO Southern Copper Corporation
0%
$0 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
0%
$0 
SKM SK Telecom Co., Ltd.
0%
$0 
STN Stantec Inc.
0%
$0 
TIGO Millicom International Cellular S.A.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBS UBS Group AG
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WIT Wipro Limited American Depositary Receipt
0%
$0 
WSM Williams-Sonoma, Inc.
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
QXO Qxo Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 No Data
Events
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Dividends
Dividend Analysis
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| Trades 458 | Longs Won 262/458 57% | Profit Factor 4.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $998,232.7 |
| Average Win $503,006.88 | Best Trade (Sep 04) $9.24M | Sharpe Ratio -9.42 |
| Average Loss -$163,925.94 | Worst Trade (Sep 10) -$2.66M | Z-Score -1.79 (94.29%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 1d | Expectancy $217,594.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,848 | 1,664 | 1,479 | 1,294 | 1,109 | 924 | 739 | 555 | 370 | 185 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADBE Adobe Inc. | 7,117 | $2.57M | $1.91M | - | -$662,593.88 | -25.79% | 0.0 |
| ADP Automatic Data Processing Inc. | 6,255 | $1.84M | $1.74M | - | -$96,764.85 | -5.27% | 0.0 |
| ADSK Autodesk, Inc. | 8,978 | $2.68M | $1.97M | - | -$716,359.88 | -26.68% | 0.0 |
| AME Ametek Inc. | 12,520 | $2.3M | $2.98M | - | $680,434.51 | 29.53% | 0.0 |
| APLE Apple Hospitality REIT, Inc. | 13,070 | $219,707 | $204,610.85 | - | -$15,096.15 | -6.87% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 7,040 | $9.42M | $11.99M | - | $2.57M | 27.28% | 0.0 |
| AVGO Broadcom Inc. | 14,013 | $4.62M | $4.99M | - | $368,542.1 | 7.97% | 0.0 |
| BBD Banco Bradesco S.A. ADR | 2.47M | $8.94M | $8.53M | - | -$401,972.05 | -4.5% | 0.0 |
| BNY BlackRock New York Municipal Income Trust | 37,581 | $3.59M | $6.21M | - | $2.62M | 72.98% | 0.0 |
| CAH Cardinal Health Inc. | 18,819 | $2.73M | $4.65M | - | $1.92M | 70.54% | 0.0 |
| CIG Companhia Energética de Minas Gerais S.A. ADR | 1.56M | $3.68M | $3.35M | - | -$333,581.03 | -9.06% | 0.0 |
| CSCO Cisco Systems, Inc. | 64,550 | $4.36M | $7.06M | - | $2.69M | 61.74% | 0.0 |
| DAR Darling Ingredients Inc. | 37,110 | $2.03M | $2.41M | - | $381,305.45 | 18.81% | 0.0 |
| DOX Amdocs Limited | 34,140 | $2.8M | $2.12M | - | -$683,141.29 | -24.39% | 0.0 |
| DVA DaVita Inc. | 14,913 | $2.05M | $2.73M | - | $679,749.49 | 33.09% | 0.0 |
| EBAY eBay Inc. | 23,500 | $1.93M | $2.44M | - | $502,969.49 | 26.01% | 0.0 |
| EME EMCOR Group, Inc. | 2,275 | $1.89M | $1.71M | - | -$175,493.5 | -9.3% | 0.0 |
| FERG Ferguson Enterprises Inc | 7,385 | $1.64M | $1.69M | - | $47,928.62 | 2.92% | 0.0 |
| HIG The Hartford Insurance Group, Inc. | 21,563 | $2.86M | $2.98M | - | $117,482.18 | 4.1% | 0.0 |
| HSBC HSBC Holdings plc Sponsored ADR | 235,463 | $12.58M | $25.21M | - | $12.63M | 100.37% | 0.0 |
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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 Michael Hogan?
The largest contributions to the portfolio's profits come from the following stocks: SAP SE Sponsored ADR - $5.98M, KLA Corporation - $5.44M, Cisco Systems, Inc - $4.43M, BlackRock New York Municipal Income Trust - $3.73M, and Cardinal Health Inc - $3.44M. 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: Adobe Inc - $2.81M, 85472N950 - $1.73M, CGI Inc - $1.53M, Intuit Inc - $1.47M, and Microsoft Corp - $1.22M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Hogan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.11M earned over time. The largest contributors to dividend income include HSBC Holdings plc Sponsored ADR - $1.52M, Manulife Financial Corporation - $1.47M, Novartis AG Sponsored ADR - $1.32M, Verizon Communications Inc - $716,562.75, and Shinhan Financial Group Co., Ltd. American Depositary Receipt - $669,663.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Hogan's monthly returns?
Michael Hogan's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michael Hogan's strategy be considered aggressive or moderate?
Michael Hogan's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Michael Hogan's strategy?
Michael Hogan's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
