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

Tracking: 0 Updated: Jun 12 at 08:11 PM

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.

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.

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:

69.27%

Gain +28.22%

Monthly

1.81%

Yearly

24%

Drawdown

13.04%

$534.49M

Equity

Holdings

$534.49M

Investment

$318.32M

$237.75M

Profit +$129.47M

Realized

$21.58M

Unrealized

$216.17M

Dividends

$13.75M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

28.22%

Profit

$129.47M

Win %

68%

This Week

Compared To Last Week

Gain

29.13%

Profit

$120.58M

Win %

68%

This Month

Compared to last month

Gain

31.01%

Profit

$126.52M

Win %

68%

This Year

Compared to last year

Gain

37.36%

Profit

$146.24M

Win %

67%

Gainers
Losers

KLAC KLA Corporation

+5.55%

+$7.43M

KB KB Financial Group Inc. - Depositary Receipt (Common Stock)

+4.26%

+$527,961.28

NTR Nutrien Ltd.

+3.17%

+$508,381.12

SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt

+2.59%

+$341,446.58

WIT Wipro Limited American Depositary Receipt

+2.56%

+$188,616.34

VZ Verizon Communications Inc.

+2.46%

+$155,871.87

DVA DaVita Inc.

+2.37%

+$139,563.1

WSM Williams-Sonoma, Inc.

+2.17%

+$152,651.07

HSBC HSBC Holdings plc Sponsored ADR

+2.12%

+$382,256.64

TIGO Millicom International Cellular S.A.

+1.8%

+$4,648

BBD Banco Bradesco S.A. ADR

+1.6%

+$111,503.81

UBS UBS Group AG

+1.58%

+$177,152.2

CCK Crown Holdings Inc.

+1.31%

+$60,771.84

MFC Manulife Financial Corporation

+1.29%

+$264,712.58

CAH Cardinal Health Inc.

+1.19%

+$97,856.88

LRCX Lam Research Corporation

+1.19%

+$5,001.16

SKM SK Telecom Co., Ltd.

+1.03%

+$100,128.6

HIG The Hartford Insurance Group, Inc.

+0.93%

+$71,113.21

FERG Ferguson Enterprises Inc

+0.88%

+$28,974.15

RSG Republic Services, Inc.

+0.86%

+$37,196.2

BKNG Booking Holdings Inc.

+0.81%

+$22,935

NTAP NetApp, Inc.

+0.71%

+$33,375.78

MA Mastercard Incorporated

+0.7%

+$36,161.02

DOX Amdocs Limited

+0.64%

+$24,931.8

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+0.64%

+$314,870.33

BMY Bristol-Myers Squibb Company

+0.4%

+$23,702.85

BLD TopBuild Corp

+0.36%

+$20,062.56

AME Ametek Inc.

+0.34%

+$19,805.76

SAP SAP SE Sponsored ADR

+0.31%

+$63,561.81

CIG Companhia Energética de Minas Gerais S.A. ADR

+0.24%

+$6,963.09

ADP Automatic Data Processing Inc.

+0.2%

+$5,585.36

MSFT Microsoft Corp.

+0.1%

+$8,314

OC Owens Corning

+0.09%

+$2,721.73

85472N950

BK The Bank of New York Mellon Corporation

ADBE Adobe Inc.

-6.71%

-$207,672.53

ADSK Autodesk, Inc.

-3.47%

-$125,963.88

ASML ASML Holding N.V. New York Registry Shares

-1.89%

-$246,479.8

MRK Merck & Co., Inc.

-1.41%

-$3,790.22

NFLX Netflix, Inc.

-1.14%

-$75,711.3

MTD Mettler-Toledo International Inc.

-1.04%

-$26,703.6

EBAY eBay Inc.

-0.91%

-$47,665

AVGO Broadcom Inc.

-0.91%

-$96,155.5

CSCO Cisco Systems, Inc.

-0.6%

-$93,264.8

NVS Novartis AG Sponsored ADR

-0.57%

-$178,721.84

INTU Intuit Inc.

-0.07%

-$1,714.68

Events

Dividends

Dividend Analysis

No Data

Trades 405	Longs Won 229/405 56%	Profit Factor 7.84
Profitability	Shorts Won 0/0 0%	Standard Deviation $6.82M
Average Win $1.19M	Best Trade (Jun 12) $135.38M	Sharpe Ratio -4.54
Average Loss -$197,369.69	Worst Trade (Jun 12) -$3.92M	Z-Score 1.77 (92.3%)
Commissions $0	Avg. Trade Length 1y 1m 1w 5d	Expectancy $587,034.74

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%	0.11%	0.84%	5.04%	24.4%
Consecutive Losing Trades	2,710	2,439	2,168	1,897	1,626	1,355	1,084	813	542	271