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:
70.49%
Gain -0.23%
Monthly
1.59%
Yearly
20.81%
Drawdown
17.62%
$298.12M
Equity
Holdings
$298.12M
Investment
$237.77M
$94.88M
Profit -$224,899.98
Realized
$34.54M
Unrealized
$60.35M
Dividends
$12.75M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$224,899.98
Win %
71%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$2.47M
Win %
71%
This Month
Compared to last month
Gain
0.47%
Profit
$1.38M
Win %
71%
This Year
Compared to last year
Gain
1.41%
Profit
$3.84M
Win %
68%
SCCO Southern Copper Corporation
+4.44%
+$112,489.93 
AVGO Broadcom Inc.
+4.03%
+$185,952.37 
SKM SK Telecom Co., Ltd. Sponsored ADR
+3.15%
+$266,121.6 
ASML ASML Holding N.V. NY Registered Shares
+3.02%
+$338,342.26 
NTAP NetApp, Inc.
+2.96%
+$98,748.63 
KLAC KLA Corporation
+2.79%
+$119,136.61 
APLE Apple Hospitality REIT, Inc.
+1.89%
+$4,509.15 
VZ Verizon Communications Inc.
+1.81%
+$67,087.97 
OC Owens Corning
+1.78%
+$26,622 
NVS Novartis AG Sponsored ADR
+1.77%
+$636,917.19 
CIG Companhia Energética de Minas Gerais S.A. Sponsored ADR
+1.57%
+$46,852.14 
TIGO Millicom International Cellular S.A.
+1.48%
+$3,669.08 
LRCX Lam Research Corp.
+1.29%
+$3,545.85 
AME AMETEK, Inc.
+1.18%
+$35,807.2 
CSCO Cisco Systems, Inc.
+1.1%
+$78,105.5 
IX ORIX Corporation Sponsored ADR
+1.05%
+$3,491.95 
VSGX Vanguard ESG International Stock ETF
+0.92%
+$55,380.57 
MRK Merck & Co., Inc.
+0.87%
+$2,712.06 
MFC Manulife Financial Corporation
+0.81%
+$223,691.4 
UBS UBS Group AG
+0.71%
+$90,428.25 
BBD Banco Bradesco S.A. ADR
+0.68%
+$49,401.04 
BNY Bank of New York Mellon Corp.
+0.63%
+$34,950.33 
QXO QXO Inc.
+0.43%
+$313.74 
RY Royal Bank of Canada
+0.28%
+$1,008 
EME EMCOR Group, Inc.
+0.13%
+$1,933.75 
RDY Dr. Reddy's Laboratories Ltd. ADR
+0.11%
+$224.7 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HSBC HSBC Holdings plc Sponsored ADR
-5.33%
-$1.15M 
INTU Intuit Inc.
-3.97%
-$85,303.97 
ADBE Adobe Inc.
-3.72%
-$68,536.71 
NTES NetEase, Inc. ADR
-3.63%
-$10,320 
PSO Pearson plc Sponsored ADR
-3.44%
-$9,059.4 
WIT Wipro Ltd. ADR
-2.87%
-$249,403.08 
ADSK Autodesk Inc.
-2.83%
-$63,384.68 
ADP Automatic Data Processing Inc.
-2.65%
-$49,852.35 
RSG Republic Services Inc.
-2.55%
-$62,976 
HIG The Hartford Insurance Group, Inc.
-1.78%
-$52,182.46 
DAR Darling Ingredients Inc.
-1.7%
-$35,996.7 
CAH Cardinal Health, Inc.
-1.65%
-$78,286.85 
DVA DaVita Inc.
-1.52%
-$41,830.95 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-1.38%
-$180,725.4 
DOX Amdocs Ltd.
-1.16%
-$24,789.05 
IHG InterContinental Hotels Group PLC ADR
-1.08%
-$6,870.64 
NYT New York Times Co. Class A Common Stock
-0.86%
-$18,495.2 
EBAY eBay Inc.
-0.83%
-$23,030 
SAP SAP SE Sponsored ADR
-0.83%
-$284,509.37 
KB KB Financial Group Inc. ADR
-0.8%
-$114,892.05 
MA Mastercard Inc. Class A Common Stock
-0.77%
-$26,049 
STN Stantec Inc.
-0.66%
-$37,646.56 
FERG Ferguson Enterprises Inc.
-0.65%
-$10,929.8 
PHG Koninklijke Philips N.V. ADR
-0.28%
-$3,093 
WSM Williams-Sonoma, Inc.
-0.24%
-$9,677.34 
MSFT Microsoft Corporation Common Stock
-0.2%
-$11,166.85 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 458 | Longs Won 259/458 56% | Profit Factor 4.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $907,346.21 |
| Average Win $485,134.32 | Best Trade (Oct 22) $8.74M | Sharpe Ratio -9.42 |
| Average Loss -$154,603.32 | Worst Trade (Oct 14) -$2.39M | Z-Score 1.56 (88.22%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w | Expectancy $207,169.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,927 | 1,734 | 1,541 | 1,349 | 1,156 | 963 | 771 | 578 | 385 | 193 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADBE Adobe Inc. | 7,117 | $2.57M | $1.77M | - | -$797,163.54 | -31.03% | -3.724% |
| ADP Automatic Data Processing Inc. | 6,255 | $1.84M | $1.83M | - | -$2,189.25 | -0.12% | -2.647% |
| ADSK Autodesk Inc. | 8,978 | $2.68M | $2.18M | - | -$508,384.51 | -18.94% | -2.83% |
| AME AMETEK, Inc. | 12,520 | $2.3M | $3.08M | - | $771,955.71 | 33.51% | +1.178% |
| APLE Apple Hospitality REIT, Inc. | 13,070 | $219,707 | $243,167.35 | - | $23,460.35 | 10.68% | +1.889% |
| ASML ASML Holding N.V. NY Registered Shares | 7,040 | $9.42M | $11.54M | - | $2.12M | 22.5% | +3.021% |
| AVGO Broadcom Inc. | 14,013 | $4.62M | $4.8M | - | $175,583.09 | 3.8% | +4.031% |
| BBD Banco Bradesco S.A. ADR | 2.47M | $8.94M | $7.29M | - | -$1.65M | -18.46% | +0.683% |
| BNY Bank of New York Mellon Corp. | 37,581 | $3.59M | $5.57M | - | $1.98M | 55.03% | +0.632% |
| CAH Cardinal Health, Inc. | 18,819 | $2.73M | $4.66M | - | $1.93M | 70.78% | -1.654% |
| CIG Companhia Energética de Minas Gerais S.A. Sponsored ADR | 1.56M | $3.68M | $3.02M | - | -$661,546.01 | -17.96% | +1.575% |
| CSCO Cisco Systems, Inc. | 64,550 | $4.36M | $7.19M | - | $2.83M | 64.92% | +1.098% |
| DAR Darling Ingredients Inc. | 37,110 | $2.03M | $2.09M | - | $58,262.9 | 2.87% | -1.697% |
| DOX Amdocs Ltd. | 34,140 | $2.8M | $2.12M | - | -$686,080.74 | -24.49% | -1.158% |
| DVA DaVita Inc. | 14,913 | $2.05M | $2.7M | - | $648,059.36 | 31.54% | -1.524% |
| EBAY eBay Inc. | 23,500 | $1.93M | $2.76M | - | $831,146.99 | 42.99% | -0.826% |
| EME EMCOR Group, Inc. | 2,275 | $1.89M | $1.52M | - | -$371,052.5 | -19.65% | +0.128% |
| FERG Ferguson Enterprises Inc. | 7,385 | $1.64M | $1.68M | - | $39,952.82 | 2.43% | -0.645% |
| HIG The Hartford Insurance Group, Inc. | 21,563 | $2.86M | $2.88M | - | $16,405.62 | 0.57% | -1.78% |
| HSBC HSBC Holdings plc Sponsored ADR | 235,463 | $12.58M | $20.33M | - | $7.75M | 61.62% | -5.334% |
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 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 - $4.46M, Bank of New York Mellon Corp - $3.73M, and Cardinal Health, Inc - $3.45M. 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 - $1.46M, and Microsoft Corporation Common Stock - $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 $12.75M earned over time. The largest contributors to dividend income include Manulife Financial Corporation - $1.69M, HSBC Holdings plc Sponsored ADR - $1.63M, Novartis AG Sponsored ADR - $1.32M, Verizon Communications Inc - $777,414.83, 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.
2026 © Marketlog. All Rights Reserved.
