Robert Hackenberg Portfolio
Invests via Northeast Financial Group Inc. | Managed by Josh Laychock, Kyle O’Neill
Invests via Northeast Financial Group Inc.
Managed by Josh Laychock, Kyle O’Neill
Automatically Tracked
Robert Hackenberg Profile
With extensive experience in venture capital and entrepreneurship, Robert Hackenberg has played a pivotal role in fostering innovation within the technology sector. His professional journey encompasses significant contributions to multiple startups, where he not only provides strategic insights but also drives operational excellence. Hackenberg is recognized for his ability to identify high-growth opportunities and mentor emerging founders through their growth stages. This combination of investment acumen and hands-on leadership positions him as an influential figure in connecting visionaries with essential resources that can accelerate business development.
With extensive experience in venture capital and entrepreneurship, Robert Hackenberg has played a pivotal role in fostering innovation within the technology sector. His professional journey encompasses significant contributions to multiple startups, where he not only provides strategic insights but also drives operational excellence. Hackenberg is recognized for his ability to identify high-growth opportunities and mentor emerging founders through their growth stages. This combination of investment acumen and hands-on leadership positions him as an influential figure in connecting visionaries with essential resources that can accelerate business development.
Investment Philosophy & Strategy
Venture capital offers unparalleled opportunities for transformative growth, a realm where Robert Hackenberg excels. His strategic foresight is evidenced through his active engagement in nurturing technology startups, skillfully linking innovation with operational strategies. By leveraging hands-on leadership experience and a robust entrepreneurial mindset, he focuses on catalyzing business development while identifying high-potential investment avenues. This entrepreneurial spirit drives his approach to fostering not just financial returns but also meaningful impacts within the ecosystem of emerging technologies.
Venture capital offers unparalleled opportunities for transformative growth, a realm where Robert Hackenberg excels. His strategic foresight is evidenced through his active engagement in nurturing technology startups, skillfully linking innovation with operational strategies. By leveraging hands-on leadership experience and a robust entrepreneurial mindset, he focuses on catalyzing business development while identifying high-potential investment avenues. This entrepreneurial spirit drives his approach to fostering not just financial returns but also meaningful impacts within the ecosystem of emerging technologies.
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:
57.98%
Gain -0.31%
Monthly
0.84%
Yearly
10.6%
Drawdown
18.21%
$407.76M
Equity
Holdings
$407.76M
Investment
$337.68M
$98.65M
Profit -$734,567.11
Realized
$28.56M
Unrealized
$70.09M
Dividends
$26.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$734,567.11
Win %
62%
This Week
Compared To Last Week
Gain
1.5%
Profit
$6.03M
Win %
62%
This Month
Compared to last month
Gain
1.5%
Profit
$6.03M
Win %
62%
This Year
Compared to last year
Gain
8.52%
Profit
$32.02M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$128,408.68 
GOOG Alphabet Inc
+6.88%
+$57,930.34 
GOOGL Alphabet Inc
+6.73%
+$86,824.08 
META Meta Platforms Inc Class A
+3.28%
+$6,665.36 
MSFT Microsoft Corp.
+3.02%
+$21,301.66 
NVDA NVIDIA Corporation
+2.93%
+$48,997.57 
ORCL Oracle Corporation
+1.81%
+$3,298.68 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$5,315.52 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$285,901.36 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$121,620.8 
MCD McDonald's Corporation
+0.82%
+$1,672.01 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$6,871.8 
TSLA Tesla, Inc.
+0.76%
+$19,354.2 
MPC Marathon Petroleum Corporation
+0.76%
+$3,126.14 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$86,690.03 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,222.02 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$55,236.39 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$3,091.87 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$406,849.47 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$40,321.96 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$31,632.49 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,535.72 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,981.26 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$900.24 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,335.04 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$30,760.38 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$28,534.96 
CCNE CNB Financial Corporation
+0.31%
+$1,461.21 
JNJ Johnson & Johnson
+0.21%
+$987.39 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$15,531.84 
WMT Walmart Inc.
+0.09%
+$313.51 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$4,299.67 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$669.14 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$266,360.76 
ALT Altimmune, Inc.
-4.7%
-$1,909.74 
MSTR Strategy Inc.
-4.56%
-$15,610 
DLR Digital Realty Trust, Inc.
-2.42%
-$7,005 
NFLX Netflix, Inc.
-2%
-$5,310.02 
GLD SPDR Gold Shares
-1.49%
-$49,720.05 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$5,511.9 
HSY The Hershey Company
-1.23%
-$3,309.24 
KO The Coca-Cola Company
-1.02%
-$3,353.4 
PPL PPL Corporation
-0.98%
-$5,182.1 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$1,530.85 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$48,355.45 
SCHF Schwab International Equity ETF
-0.58%
-$129,890.88 
VNQ Vanguard Real Estate ETF
-0.54%
-$72,307.08 
LLY Eli Lilly and Company
-0.53%
-$3,512.49 
IWM iShares Russell 2000 ETF
-0.47%
-$23,696.55 
PEP PepsiCo, Inc.
-0.46%
-$849.28 
HD The Home Depot, Inc.
-0.42%
-$1,028.61 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$12,225.46 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$34,110.67 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$34,491.12 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$20,304.06 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$781.43 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$49,469.13 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,138.67 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$72,695.34 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$15,907 
COST Costco Wholesale Corporation
-0.24%
-$946.19 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$6,784.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$474.3 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$15,528.25 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.16%
-$421.89 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$11,394.09 
MUB iShares National Muni Bond ETF
-0.11%
-$14,628.36 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,867.05 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$131.7 
VO Vanguard Mid-Cap ETF
-0.05%
-$186.4 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$5,226.03 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$309.34 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$3,730.64 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$33.27 Events
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Dividends
Dividend Analysis
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| Trades 1219 | Longs Won 838/1219 68% | Profit Factor 6.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $456,316.99 |
| Average Win $138,711.61 | Best Trade (Aug 07) $12.87M | Sharpe Ratio -17.28 |
| Average Loss -$46,180.7 | Worst Trade (Dec 31) -$2.2M | Z-Score -4.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4w | Expectancy $80,923.28 |
| 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 | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
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Returns
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FAQ
Which stocks have generated the highest profits for Robert Hackenberg?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Mid-Cap ETF - $4.3M, Schwab U.S. Dividend Equity ETF - $4.06M, Schwab International Equity ETF - $2.56M, Microsoft Corp - $2.09M, and JPMorgan Equity Premium Income Fund - $1.92M. 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: Schwab U.S. Aggregate Bond ETF - $2.14M, iShares 20+ Year Treasury Bond ETF - $646,071.61, VanEck Gold Miners ETF - $615,387.7, Amazon.com Inc - $560,687.33, and Strategy Inc - $454,104. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Hackenberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.25M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.81M, iShares Broad USD High Yield Corporate Bond ETF - $1.71M, Schwab International Equity ETF - $1.57M, Schwab U.S. Large-Cap ETF - $1.42M, and Schwab Short-Term U.S. Treasury ETF - $1.4M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Hackenberg's monthly returns?
Robert Hackenberg'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 Robert Hackenberg's strategy be considered aggressive or moderate?
Robert Hackenberg's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Robert Hackenberg's strategy?
Robert Hackenberg'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.
