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:
63.75%
Gain +0.19%
Monthly
0.8%
Yearly
10.01%
Drawdown
18.21%
$404.5M
Equity
Holdings
$404.5M
Investment
$337.68M
$95.38M
Profit +$512,595.18
Realized
$28.56M
Unrealized
$66.82M
Dividends
$27.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$512,595.18
Win %
51%
This Week
Compared To Last Week
Gain
0.52%
Profit
$2.08M
Win %
51%
This Month
Compared to last month
Gain
-0.44%
Profit
-$1.79M
Win %
51%
This Year
Compared to last year
Gain
7.65%
Profit
$28.76M
Win %
56%
TSLA Tesla, Inc.
+5.46%
+$158,689.35 
ORCL Oracle Corporation
+4.69%
+$9,239.3 
NVDA NVIDIA Corporation
+2.57%
+$50,971.14 
GOOG Alphabet Inc
+2.23%
+$18,839.34 
GOOGL Alphabet Inc
+2.1%
+$27,517.48 
CCNE CNB Financial Corporation
+1.93%
+$8,634.6 
AMZN Amazon.com Inc
+1.61%
+$14,218.2 
IWM iShares Russell 2000 ETF
+1.52%
+$72,283.71 
SCHA Schwab U.S. Small-Cap ETF
+1.5%
+$46,080.58 
SCHF Schwab International Equity ETF
+1.47%
+$324,727.2 
VOOG Vanguard S&P 500 Growth ETF
+1.38%
+$5,550.72 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.36%
+$368,662.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.26%
+$2,806.28 
SCHM Schwab U.S. Mid-Cap ETF
+1.25%
+$347,322.18 
ESGV Vanguard ESG U.S. Stock ETF
+1.2%
+$5,662.62 
MSTR Strategy Inc.
+1.19%
+$6,685 
QQQI Neos NASDAQ-100 High Income ETF
+1.17%
+$99,716.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.1%
+$9,655.96 
VNQ Vanguard Real Estate ETF
+1.08%
+$128,545.92 
PZA Invesco National AMT-Free Municipal Bond ETF
+1.07%
+$15,087.77 
SPY SPDR S&P 500 ETF Trust
+1.07%
+$132,469.6 
AAPL Apple Inc.
+1.06%
+$38,129.02 
SCHX Schwab U.S. Large-Cap ETF
+1.06%
+$685,220.16 
VWO Vanguard FTSE Emerging Markets ETF
+1.03%
+$132,480.02 
META Meta Platforms Inc Class A
+1.01%
+$2,777.54 
VOO Vanguard S&P 500 ETF
+1.01%
+$10,528.31 
SPEM SPDR Portfolio Emerging Markets ETF
+0.94%
+$8,545.7 
PPL PPL Corporation
+0.93%
+$4,515.83 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.91%
+$3,379.32 
DLR Digital Realty Trust, Inc.
+0.9%
+$2,377.49 
GPIX S&P 500 Core Premium Income Fund
+0.85%
+$43,727.39 
MSFT Microsoft Corp.
+0.77%
+$6,209.1 
SPYI NEOS S&P 500 High Income ETF
+0.77%
+$48,623.54 
PNC The PNC Financial Services Group, Inc.
+0.73%
+$2,766.96 
VO Vanguard Mid-Cap ETF
+0.73%
+$2,702.33 
SCHV Schwab U.S. Large-Cap Value ETF
+0.67%
+$123,672.82 
HD The Home Depot, Inc.
+0.66%
+$1,369 
MUB iShares National Muni Bond ETF
+0.62%
+$76,798.89 
SCMB Schwab Municipal Bond ETF
+0.62%
+$5,758.5 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.59%
+$17,300.47 
TLT iShares 20+ Year Treasury Bond ETF
+0.59%
+$40,442.74 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.53%
+$51,736.68 
HSY The Hershey Company
+0.5%
+$1,214.4 
DGRO iShares Core Dividend Growth ETF
+0.5%
+$1,332 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.49%
+$65,286.2 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.48%
+$1,035.58 
JEPI JPMorgan Equity Premium Income Fund
+0.4%
+$33,791.4 
SPHY SPDR Portfolio High Yield Bond ETF
+0.4%
+$38,697.03 
LLY Eli Lilly and Company
+0.34%
+$2,223.23 
SCHD Schwab U.S. Dividend Equity ETF
+0.31%
+$25,886.4 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$721.16 
SUB iShares Short-Term National Muni Bond ETF
+0.27%
+$19,070.49 
MCD McDonald's Corporation
+0.25%
+$437 
WMT Walmart Inc.
+0.22%
+$720.74 
AGG iShares Core U.S. Aggregate Bond ETF
+0.19%
+$11,453.04 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.18%
+$13,975.42 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.17%
+$421.89 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$590.91 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.14%
+$8,701.74 
SCHP Schwab U.S. TIPS ETF
+0.08%
+$7,596.06 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$618.68 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$1,867.05 
JAAA Janus Henderson AAA CLO ETF
+0.06%
+$6,019.53 
PEP PepsiCo, Inc.
+0.06%
+$92.89 
SHY iShares 1-3 Year Treasury Bond ETF
+0.03%
+$66.53 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-2.22%
-$223,012.76 
MPC Marathon Petroleum Corporation
-2.12%
-$11,654.27 
KO The Coca-Cola Company
-0.64%
-$2,066.81 
JNJ Johnson & Johnson
-0.46%
-$2,235.6 
ALT Altimmune, Inc.
-0.31%
-$117.31 
NFLX Netflix, Inc.
-0.27%
-$672.85 
COST Costco Wholesale Corporation
-0.08%
-$313.32 
SGOL abrdn Physical Gold Shares ETF
-0.03%
-$96.7 
GLD SPDR Gold Shares
-0.01%
-$486.67 Events
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Dividends
Dividend Analysis
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| Trades 1219 | Longs Won 798/1219 65% | Profit Factor 5.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $463,792.81 |
| Average Win $146,197.06 | Best Trade (Sep 22) $13.07M | Sharpe Ratio -17.28 |
| Average Loss -$50,561.77 | Worst Trade (Dec 31) -$2.2M | Z-Score -8.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 2d | Expectancy $78,243.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,863 | $2.66M | $3.63M | - | $970,457.39 | 36.54% | +1.063% |
| AGG iShares Core U.S. Aggregate Bond ETF | 63,628 | $6.2M | $6.02M | - | -$179,509.48 | -2.9% | +0.191% |
| ALT Altimmune, Inc. | 13,641 | $49,112.84 | $37,531.85 | - | -$11,580.99 | -23.58% | -0.312% |
| AMZN Amazon.com Inc | 3,559 | $718,998.62 | $897,668.77 | - | $178,670.15 | 24.85% | +1.609% |
| BND Vanguard Total Bond Market Index Fund | 5,993 | $430,685.69 | $420,640.28 | - | -$10,045.41 | -2.33% | +0.141% |
| BRK-B Berkshire Hathaway Inc. | 484 | $187,692.9 | $242,963.16 | - | $55,270.26 | 29.45% | +0.298% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 13,170 | $268,970 | $265,507.2 | - | -$3,462.8 | -1.29% | 0.0 |
| CCNE CNB Financial Corporation | 13,284 | $321,473 | $456,039.72 | - | $134,566.72 | 41.86% | +1.93% |
| COST Costco Wholesale Corporation | 415 | $252,647.5 | $379,386.77 | - | $126,739.27 | 50.16% | -0.083% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 8,344 | $266,590.87 | $376,022.36 | - | $109,431.49 | 41.05% | +0.907% |
| DGRO iShares Core Dividend Growth ETF | 3,552 | $191,166.52 | $269,294.88 | - | $78,128.36 | 40.87% | +0.497% |
| DLR Digital Realty Trust, Inc. | 1,500 | $202,270.65 | $267,112.5 | - | $64,841.85 | 32.06% | +0.898% |
| ESGV Vanguard ESG U.S. Stock ETF | 3,474 | $411,460.83 | $476,910.72 | - | $65,449.89 | 15.91% | +1.202% |
| EUSB iShares ESG Advanced Total USD Bond Market ETF | 6,027 | $264,705.37 | $250,662.93 | - | -$14,042.44 | -5.3% | +0.169% |
| GLD SPDR Gold Shares | 8,847 | $1.7M | $3.39M | - | $1.69M | 99.51% | -0.014% |
| GOOG Alphabet Inc | 2,522 | $614,232.96 | $863,532.8 | - | $249,299.84 | 40.59% | +2.23% |
| GOOGL Alphabet Inc | 3,864 | $731,509.67 | $1.33M | - | $602,967.17 | 82.43% | +2.105% |
| GPIX S&P 500 Core Premium Income Fund | 93,037 | $4.88M | $5.21M | - | $328,916.2 | 6.74% | +0.847% |
| HD The Home Depot, Inc. | 740 | $290,297.07 | $210,389.4 | - | -$79,907.67 | -27.53% | +0.655% |
| HSY The Hershey Company | 1,518 | $294,958.6 | $243,031.8 | - | -$51,926.8 | -17.6% | +0.502% |
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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 - $4.41M, Schwab U.S. Dividend Equity ETF - $4.13M, Schwab International Equity ETF - $2.56M, Microsoft Corp - $2.09M, and Schwab U.S. Large-Cap ETF - $2.03M. 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 - $2.09M, iShares 20+ Year Treasury Bond ETF - $618,640.88, 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 $27.83M earned over time. The largest contributors to dividend income include iShares Broad USD High Yield Corporate Bond ETF - $1.87M, JPMorgan Equity Premium Income Fund - $1.87M, Schwab U.S. Large-Cap ETF - $1.6M, Schwab International Equity ETF - $1.57M, and Schwab Short-Term U.S. Treasury ETF - $1.48M. 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.
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