Hafeez Esmail Portfolio
Invests via Main Management Fund Advisors LLC | Managed by Kim D. Arthur, James W. Concidine, J. Richard Fredericks, Alex Varner, Darol Ryan
Invests via Main Management Fund Advisors LLC
Managed by Kim D. Arthur, James W. Concidine, J. Richard Fredericks, Alex Varner, Darol Ryan
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Hafeez Esmail Profile
Hafeez Esmail has established himself as a noteworthy entrepreneur with a robust background in technology innovation and business development. His leadership experience spans several high-growth startups where he played a critical role in shaping their strategic direction and operational efficiency. Known for leveraging cutting-edge technologies, he has successfully guided ventures through early-stage growth phases to maturity, often focusing on consumer-driven solutions that disrupt traditional markets. Esmail’s keen understanding of emerging trends positions him as an influential figure within the entrepreneurial community, making significant contributions to both startup ecosystems and corporate innovation.
Hafeez Esmail has established himself as a noteworthy entrepreneur with a robust background in technology innovation and business development. His leadership experience spans several high-growth startups where he played a critical role in shaping their strategic direction and operational efficiency. Known for leveraging cutting-edge technologies, he has successfully guided ventures through early-stage growth phases to maturity, often focusing on consumer-driven solutions that disrupt traditional markets. Esmail’s keen understanding of emerging trends positions him as an influential figure within the entrepreneurial community, making significant contributions to both startup ecosystems and corporate innovation.
Investment Philosophy & Strategy
Opportunities in technology-driven markets captivate the attention of Hafeez Esmail, who consistently seeks to harness innovative ideas with scalable potential. By blending entrepreneurial acumen and a forward-thinking approach, he emphasizes building companies that respond swiftly to evolving consumer demands. His penchant for identifying disruptive trends enables ventures not only to thrive in competitive landscapes but also to establish new market paradigms. Focused on long-term value creation, strategic partnerships play a vital role in his investments, enhancing business growth while navigating complex industry dynamics.
Opportunities in technology-driven markets captivate the attention of Hafeez Esmail, who consistently seeks to harness innovative ideas with scalable potential. By blending entrepreneurial acumen and a forward-thinking approach, he emphasizes building companies that respond swiftly to evolving consumer demands. His penchant for identifying disruptive trends enables ventures not only to thrive in competitive landscapes but also to establish new market paradigms. Focused on long-term value creation, strategic partnerships play a vital role in his investments, enhancing business growth while navigating complex industry dynamics.
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:
148.9%
Gain +3.29%
Monthly
1.43%
Yearly
18.62%
Drawdown
26.21%
$1.48B
Equity
Holdings
$1.48B
Investment
$1.35B
$483.29M
Profit +$46.5M
Realized
$353.82M
Unrealized
$129.47M
Dividends
$36.2M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.29%
Profit
$46.5M
Win %
81%
This Week
Compared To Last Week
Gain
3.39%
Profit
$48.57M
Win %
81%
This Month
Compared to last month
Gain
3.98%
Profit
$56.67M
Win %
81%
This Year
Compared to last year
Gain
4.81%
Profit
$67.95M
Win %
77%
Events
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Dividends
Dividend Analysis
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| Trades 149 | Longs Won 84/149 56% | Profit Factor 12.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.84M |
| Average Win $6.27M | Best Trade (Jun 30) $95.35M | Sharpe Ratio -8.44 |
| Average Loss -$669,103.14 | Worst Trade (Mar 30) -$10.79M | Z-Score -4.14 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 3d | Expectancy $3.24M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,212 | 1,991 | 1,770 | 1,549 | 1,327 | 1,106 | 885 | 664 | 442 | 221 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 IVV iShares Core S&P 500 ETF | 250,100 | $164.92M | $195.09M | - | $30.17M | 18.29% | -0.183% |
 QQQM Invesco NASDAQ 100 ETF | 508,600 | $120.85M | $153.09M | - | $32.24M | 26.67% | -0.136% |
 SPYM State Street SPDR Portfolio S&P 500 ETF | 5.92M | $519.84M | $540.6M | - | $20.76M | 3.99% | -0.186% |
 STIP iShares 0-5 Year TIPS Bond ETF | 184,051 | $19.04M | $18.54M | - | -$495,097.19 | -2.6% | 0.0 |
 XLE Energy Select Sector SPDR Fund | 2.8M | $142.71M | $173.54M | - | $30.83M | 21.61% | +1.408% |
 XLF Financial Select Sector SPDR Fund | 2.46M | $131.28M | $142.88M | - | $11.59M | 8.83% | -0.154% |
 XLU Utilities Select Sector SPDR Fund | 2.93M | $132M | $129.74M | - | -$2.26M | -1.71% | +0.59% |
 XLV Health Care Select Sector SPDR Fund | 761,100 | $120.76M | $127.39M | - | $6.63M | 5.49% | -0.6% |
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FAQ
Which stocks have generated the highest profits for Hafeez Esmail?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $118.19M, VanEck Semiconductor ETF - $67.09M, SPDR S&P 500 ETF Trust - $63.96M, Invesco NASDAQ 100 ETF - $50.75M, and Energy Select Sector SPDR Fund - $29.18M. 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: Financial Select Sector SPDR Fund - $10.29M, Invesco QQQ Trust, Series 1 - $6.95M, BNY Mellon US Large Cap Core Equity ETF - $2.37M, iShares MSCI Emerging Markets ETF - $1.67M, and Consumer Staples Select Sector SPDR Fund - $1.29M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Hafeez Esmail's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.2M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $7.79M, iShares Core S&P 500 ETF - $6.51M, iShares 0-5 Year TIPS Bond ETF - $5.08M, Utilities Select Sector SPDR Fund - $2.72M, and Communication Services Select Sector SPDR Fund - $2.54M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hafeez Esmail's monthly returns?
Hafeez Esmail's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Hafeez Esmail's strategy be considered aggressive or moderate?
Hafeez Esmail's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Hafeez Esmail's strategy?
Hafeez Esmail's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
