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:
72.8%
Gain +2.93%
Monthly
1.78%
Yearly
23.69%
Drawdown
17.68%
$360.1M
Equity
Holdings
$360.1M
Investment
$281.87M
$97.12M
Profit +$6.75M
Realized
$18.89M
Unrealized
$78.23M
Dividends
$12.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.93%
Profit
$6.75M
Win %
75%
This Week
Compared To Last Week
Gain
2.3%
Profit
$8.1M
Win %
75%
This Month
Compared to last month
Gain
2.91%
Profit
$10.17M
Win %
75%
This Year
Compared to last year
Gain
13.88%
Profit
$43.89M
Win %
72%
AVGO Broadcom Inc.
+2.23%
+$227,064.35 
SKM SK Telecom Co., Ltd.
+2.2%
+$173,299.5 
MSFT Microsoft Corp.
+1.6%
+$130,945.5 
EBAY eBay Inc.
+1.31%
+$69,829.23 
BBD Banco Bradesco S.A. ADR
+0.99%
+$70,956.97 
INTU Intuit Inc.
+0.59%
+$16,384.82 
DOX Amdocs Limited
+0.58%
+$21,122.78 
MA Mastercard Incorporated
+0.48%
+$27,733.99 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.23%
+$6,963.09 
BNY BlackRock New York Municipal Income Trust
+0.08%
+$9,599.72 
85472N950
0%
$0 
BLD TopBuild Corp
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-2.96%
-$423,088.15 
MTD Mettler-Toledo International Inc.
-2.68%
-$78,809.28 
UBS UBS Group AG
-2.25%
-$276,217.58 
NFLX Netflix, Inc.
-2.2%
-$123,743.2 
MRK Merck & Co., Inc.
-2.17%
-$6,135.48 
LRCX Lam Research Corporation
-2.15%
-$7,773.15 
NVS Novartis AG Sponsored ADR
-2.1%
-$657,005.85 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-2.05%
-$291,748.7 
WSM Williams-Sonoma, Inc.
-2.02%
-$147,990.89 
OC Owens Corning
-2.02%
-$71,754.7 
CCK Crown Holdings Inc.
-1.99%
-$110,623.74 
BKNG Booking Holdings Inc.
-1.92%
-$60,465 
KLAC KLA Corporation
-1.8%
-$213,273.6 
MFC Manulife Financial Corporation
-1.76%
-$393,213.83 
HSBC HSBC Holdings plc Sponsored ADR
-1.66%
-$332,483.64 
AME Ametek Inc.
-1.16%
-$69,828 
FERG Ferguson Enterprises Inc
-1.13%
-$37,911.45 
CAH Cardinal Health Inc.
-0.94%
-$80,064.72 
ADBE Adobe Inc.
-0.9%
-$30,111.81 
RSG Republic Services, Inc.
-0.89%
-$40,936.6 
ASML ASML Holding N.V. New York Registry Shares
-0.73%
-$87,739.95 
TIGO Millicom International Cellular S.A.
-0.71%
-$1,953 
BMY Bristol-Myers Squibb Company
-0.61%
-$38,978.02 
ADSK Autodesk, Inc.
-0.43%
-$16,407.06 
NTAP NetApp, Inc.
-0.35%
-$16,980.66 
CSCO Cisco Systems, Inc.
-0.32%
-$45,993.6 
VZ Verizon Communications Inc.
-0.3%
-$17,544.02 
WIT Wipro Limited American Depositary Receipt
-0.27%
-$17,146.94 
ADP Automatic Data Processing Inc.
-0.23%
-$7,299.05 
SAP SAP SE Sponsored ADR
-0.22%
-$43,620.85 
DVA DaVita Inc.
-0.2%
-$13,898.4 
HIG The Hartford Insurance Group, Inc.
-0.13%
-$10,757.22 Events
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Dividends
Dividend Analysis
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| Trades 405 | Longs Won 223/405 55% | Profit Factor 4.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $561,062.78 | Best Trade (Jul 29) $8.78M | Sharpe Ratio -9.46 |
| Average Loss -$153,846.2 | Worst Trade (Jul 22) -$4M | Z-Score -0.09 (7.41%) |
| Commissions $0 | Avg. Trade Length 1y 2m | Expectancy $239,795.04 |
| 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 | 2,342 | 2,108 | 1,874 | 1,639 | 1,405 | 1,171 | 937 | 703 | 468 | 234 |
Hover over the desired column for a detailed explanation.
Returns
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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, Sprouts Farmers Market, Inc - $3.12M, Novartis AG Sponsored ADR - $3.08M, ICICI Bank Limited Sponsored ADR - $2.91M, and Shinhan Financial Group Co., Ltd. American Depositary Receipt - $2.06M. 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: CGI Inc - $1.53M, Adobe Inc - $681,877.51, Salesforce Inc - $661,100.54, Sterling Infrastructure, Inc - $552,333.33, and Signet Jewelers Ltd - $480,502.91. 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 $12.72M earned over time. The largest contributors to dividend income include Novartis AG Sponsored ADR - $1.86M, HSBC Holdings plc Sponsored ADR - $1.57M, Manulife Financial Corporation - $1.47M, Verizon Communications Inc - $655,710.67, and Shinhan Financial Group Co., Ltd. American Depositary Receipt - $631,635.44. 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.
