SH

Shannon Hogendorn Portfolio

Invests via Voya Financial Advisors Inc. | Managed by Shannon Hogendorn
Invests via Voya Financial Advisors Inc.
Managed by Shannon Hogendorn
Automatically Tracked
Tracking: 0 Updated: 6 hours ago
Shannon Hogendorn Profile

Shannon Hogendorn has built a diverse career as an operating executive, focusing on strategic growth and organizational development within the technology sector. With substantial experience in driving product innovation, she has led teams to optimize operational efficiencies and foster market expansion initiatives. Her deep understanding of industry dynamics allows her to identify opportunities that align with current trends and emerging technologies. As a leader committed to fostering talent and collaboration, Hogendorn plays a pivotal role in advancing corporate objectives while navigating competitive landscapes.

Shannon Hogendorn has built a diverse career as an operating executive, focusing on strategic growth and organizational development within the technology sector. With substantial experience in driving product innovation, she has led teams to optimize operational efficiencies and foster market expansion initiatives. Her deep understanding of industry dynamics allows her to identify opportunities that align with current trends and emerging technologies. As a leader committed to fostering talent and collaboration, Hogendorn plays a pivotal role in advancing corporate objectives while navigating competitive landscapes.

Investment Philosophy & Strategy

With a keen eye for transformation, Shannon Hogendorn approaches investment decisions through the lens of technological evolution. Her operational acumen is rooted in years of leading initiatives that blend product innovation with strategic growth trajectories. This unique perspective enables her to pinpoint investment opportunities poised for scalable impact within the fast-evolving tech landscape. By leveraging insights gained from previous executive roles, she emphasizes creating value through organizational enhancement and market adaptability. As such, her strategies align closely with high-growth sectors primed for disruption.

With a keen eye for transformation, Shannon Hogendorn approaches investment decisions through the lens of technological evolution. Her operational acumen is rooted in years of leading initiatives that blend product innovation with strategic growth trajectories. This unique perspective enables her to pinpoint investment opportunities poised for scalable impact within the fast-evolving tech landscape. By leveraging insights gained from previous executive roles, she emphasizes creating value through organizational enhancement and market adaptability. As such, her strategies align closely with high-growth sectors primed for disruption.

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:
37.25%
Gain +0.42%
Monthly
0.67%
Yearly
8.34%
Drawdown
12.24%
$1.14B
Equity
Holdings
$1.14B
Investment
$901.09M
$1.01B
Profit +$4.35M
Realized
$774.07M
Unrealized
$239M
Dividends
$324.09M

Goals

Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.42%
Profit
$4.35M
Win %
72%
This Week
Compared To Last Week
Gain
0.82%
Profit
$9.31M
Win %
72%
This Month
Compared to last month
Gain
1.44%
Profit
$16.15M
Win %
72%
This Year
Compared to last year
Gain
0.21%
Profit
$2.41M
Win %
70%
Datadog, Inc. Class A Common Stock logo
DDOG Datadog, Inc. Class A Common Stock
+7.99%
+$22,878.01
Medpace Holdings Inc. logo
MEDP Medpace Holdings Inc.
+5.15%
+$25,055.29
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
+5.08%
+$9,916.06
Generac Holdings Inc. logo
GNRC Generac Holdings Inc.
+4.43%
+$7,430.42
Texas Instruments Inc logo
TXN Texas Instruments Inc
+3.79%
+$38,282.28
Tesla, Inc. logo
TSLA Tesla, Inc.
+3.52%
+$13,252.13
Danaher Corporation logo
DHR Danaher Corporation
+3.5%
+$22,262.57
Cadence Design Systems, Inc. logo
CDNS Cadence Design Systems, Inc.
+3.43%
+$6,285.81
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+3.2%
+$18,322.9
IQVIA Holdings Inc. logo
IQV IQVIA Holdings Inc.
+2.82%
+$113,272.5
Morgan Stanley logo
MS Morgan Stanley
+2.77%
+$11,030.02
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+2.65%
+$68,982.11
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
+2.49%
+$19,247.33
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.4%
+$85,256.13
Schlumberger Limited logo
SLB Schlumberger Limited
+2.26%
+$5,840.97
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+2.26%
+$3,994
iShares Expanded Tech-Software Sector ETF logo
IGV iShares Expanded Tech-Software Sector ETF
+2.25%
+$13,080.8
Fastenal Co. logo
FAST Fastenal Co.
+2.25%
+$17,379.12
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
+2.22%
+$7,835.1
Microchip Technology Incorporated logo
MCHP Microchip Technology Incorporated
+2.17%
+$6,999.3
Johnson Controls International plc logo
JCI Johnson Controls International plc
+2.13%
+$13,495.19
NXP Semiconductors N.V. logo
NXPI NXP Semiconductors N.V.
+2.12%
+$4,008.9
Trane Technologies plc logo
TT Trane Technologies plc
+2.1%
+$4,350.81
Rb Global Inc. logo
RBA Rb Global Inc.
+2.03%
+$7,503
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+1.97%
+$103,897.96
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
+1.96%
+$11,192.51
BlackRock, Inc. logo
BLK BlackRock, Inc.
+1.76%
+$21,361.86
Lloyds Banking Group Plc ADR logo
LYG Lloyds Banking Group Plc ADR
+1.76%
+$22,941.55
American Express Company logo
AXP American Express Company
+1.75%
+$4,669.06
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund logo
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.68%
+$5,058.49
International Business Machines Corporation logo
IBM International Business Machines Corporation
+1.67%
+$4,031.92
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
+1.64%
+$28,780.2
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
+1.62%
+$15,672
Apple Inc. logo
AAPL Apple Inc.
+1.62%
+$29,084
West Pharmaceutical Services, Inc. logo
WST West Pharmaceutical Services, Inc.
+1.61%
+$13,509.08
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+1.45%
+$17,210.97
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
+1.44%
+$4,170.78
Taiwan Semiconductor Manufacturing Co. Ltd. ADR logo
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+1.42%
+$53,980.68
Cintas Corporation logo
CTAS Cintas Corporation
+1.39%
+$9,096.22
Plains GP Holdings, L.P. logo
PAGP Plains GP Holdings, L.P.
+1.25%
+$6,086.49
Edison International logo
EIX Edison International
+1.25%
+$7,323.54
Watsco Inc. logo
WSO Watsco Inc.
+1.21%
+$4,399.31
S&P Global Inc. logo
SPGI S&P Global Inc.
+1.21%
+$14,246.4
Broadcom Inc. logo
AVGO Broadcom Inc.
+1.21%
+$15,760.04
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
+1.17%
+$6,564.28
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+1.14%
+$48,395.68
Entergy Corporation logo
ETR Entergy Corporation
+1.11%
+$11,104.47
Brookfield Corporation logo
BN Brookfield Corporation
+1.11%
+$2,930.32
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
+1.06%
+$354,304.67
Hilton Worldwide Holdings Inc. logo
HLT Hilton Worldwide Holdings Inc.
+1%
+$4,079.29
Citigroup Inc. logo
C Citigroup Inc.
+0.97%
+$3,348.66
SPDR Portfolio S&P 500 Growth ETF logo
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.96%
+$24,482.47
Check Point Software Technologies Ltd. logo
CHKP Check Point Software Technologies Ltd.
+0.96%
+$10,242.37
Pool Corporation logo
POOL Pool Corporation
+0.93%
+$1,645.64
Rollins, Inc. logo
ROL Rollins, Inc.
+0.85%
+$3,239.31
Amphenol Corporation logo
APH Amphenol Corporation
+0.84%
+$4,537.24
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
+0.82%
+$37,494
Truist Financial Corporation logo
TFC Truist Financial Corporation
+0.8%
+$10,781.36
Viking Holdings Ltd logo
VIK Viking Holdings Ltd
+0.79%
+$1,373.79
Vanguard Large-Cap Index Fund ETF Shares logo
VV Vanguard Large-Cap Index Fund ETF Shares
+0.74%
+$2.05M
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.73%
+$30,722.07
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.71%
+$284,832.86
Bank of America Corporation logo
BAC Bank of America Corporation
+0.68%
+$3,305.45
Becton, Dickinson and Company logo
BDX Becton, Dickinson and Company
+0.67%
+$19,593.81
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
+0.65%
+$220,402.33
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+0.63%
+$4,793.18
Kadant Inc. logo
KAI Kadant Inc.
+0.63%
+$1,251.64
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
+0.62%
+$3,839.51
Huntington Ingalls Industries Inc. logo
HII Huntington Ingalls Industries Inc.
+0.61%
+$5,160.91
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.61%
+$10,607.58
Kinsale Capital Group Inc. logo
KNSL Kinsale Capital Group Inc.
+0.61%
+$1,489.35
Motorola Solutions, Inc. logo
MSI Motorola Solutions, Inc.
+0.59%
+$1,356.56
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
+0.58%
+$9,139.35
Verisk Analytics Inc. logo
VRSK Verisk Analytics Inc.
+0.57%
+$1,712.88
Visa Inc. Class A logo
V Visa Inc. Class A
+0.54%
+$25,056.87
Amazon.com Inc logo
AMZN Amazon.com Inc
+0.52%
+$35,361.36
Targa Resources Corp. logo
TRGP Targa Resources Corp.
+0.51%
+$1,732.51
Vanguard FTSE All-World ex-US ETF logo
VEU Vanguard FTSE All-World ex-US ETF
+0.49%
+$675,626.27
Consumer Discretionary Select Sector SPDR Fund logo
XLY Consumer Discretionary Select Sector SPDR Fund
+0.48%
+$1,533.4
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.47%
+$10,414.96
Chevron Corporation logo
CVX Chevron Corporation
+0.46%
+$1,991.58
Prologis Inc. logo
PLD Prologis Inc.
+0.46%
+$1,461.33
Eversource Energy logo
ES Eversource Energy
+0.42%
+$2,348.5
General Dynamics Corporation logo
GD General Dynamics Corporation
+0.4%
+$7,104.29
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.39%
+$12,261.6
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+0.35%
+$1,948.13
iShares J.P. Morgan USD Emerging Markets Bond ETF logo
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.32%
+$1,376.34
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.31%
+$105,671.57
Amrize Ltd. logo
AMRZ Amrize Ltd.
+0.31%
+$1,488
Genuine Parts Company logo
GPC Genuine Parts Company
+0.3%
+$3,253.78
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+0.27%
+$1,029.2
iShares iBoxx $ High Yield Corporate Bond ETF logo
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.27%
+$44,775.89
Vanguard FTSE All-World ex-US Small-Cap ETF logo
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.26%
+$27,198.4
Ferguson Enterprises Inc logo
FERG Ferguson Enterprises Inc
+0.26%
+$1,474.41
Fair Isaac Corporation logo
FICO Fair Isaac Corporation
+0.26%
+$426.42
Wells Fargo & Company logo
WFC Wells Fargo & Company
+0.25%
+$7,722.35
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+0.22%
+$605
Ecolab Inc. logo
ECL Ecolab Inc.
+0.18%
+$1,243.38
SPDR Portfolio Long Term Treasury ETF logo
SPTL SPDR Portfolio Long Term Treasury ETF
+0.18%
+$72,635.31
ONEOK, Inc. logo
OKE ONEOK, Inc.
+0.17%
+$537.38
iShares 20+ Year Treasury Bond ETF logo
TLT iShares 20+ Year Treasury Bond ETF
+0.16%
+$4,031.3
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
+0.16%
+$19,790.14
Microsoft Corp. logo
MSFT Microsoft Corp.
+0.15%
+$14,403.2
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
+0.14%
+$2,908.16
iShares MBS ETF logo
MBB iShares MBS ETF
+0.14%
+$4,602
CME Group Inc. logo
CME CME Group Inc.
+0.13%
+$664.62
PPL Corporation logo
PPL PPL Corporation
+0.12%
+$227.4
Masco Corporation logo
MAS Masco Corporation
+0.11%
+$1,293.36
Elevance Health, Inc. logo
ELV Elevance Health, Inc.
+0.11%
+$4,627.78
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$2,308.32
Veeva Systems Inc. logo
VEEV Veeva Systems Inc.
+0.08%
+$1,250.22
iShares 10+ Year Investment Grade Corporate Bond ETF logo
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.07%
+$387.69
Carrier Global Corporation logo
CARR Carrier Global Corporation
+0.07%
+$125.48
iShares Broad USD Investment Grade Corporate Bond ETF logo
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.05%
+$20,674.17
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
+0.05%
+$86,346.37
iShares 5-10 Year Investment Grade Corporate Bond ETF logo
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.05%
+$857.75
Otis Worldwide Corporation logo
OTIS Otis Worldwide Corporation
+0.04%
+$117.12
ConocoPhillips logo
COP ConocoPhillips
+0.03%
+$590.08
Vanguard Short-Term Bond ETF logo
BSV Vanguard Short-Term Bond ETF
+0.02%
+$8,345.87
iShares 7-10 Year Treasury Bond ETF logo
IEF iShares 7-10 Year Treasury Bond ETF
+0.02%
+$258.87
iShares 3-7 Year Treasury Bond ETF logo
IEI iShares 3-7 Year Treasury Bond ETF
+0.01%
+$52.97
iShares Short Treasury Bond ETF logo
SHV iShares Short Treasury Bond ETF
+0.01%
+$27.91
Enbridge Inc. Preferred Stock 2.983% Perpetual logo
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
0%
$0
iShares 1-3 Year Treasury Bond ETF logo
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0
AT&T Inc. logo
T AT&T Inc.
-6.23%
-$21,019.62
DexCom, Inc. logo
DXCM DexCom, Inc.
-5.17%
-$49,713.46
Netflix, Inc. logo
NFLX Netflix, Inc.
-4.35%
-$20,975.6
Abbott Laboratories logo
ABT Abbott Laboratories
-3.51%
-$14,822.18
CarMax Inc. logo
KMX CarMax Inc.
-2.91%
-$7,770.23
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
-2.73%
-$98,353.41
American Tower Corporation logo
AMT American Tower Corporation
-2.53%
-$41,589.6
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-2.45%
-$20,762.32
General Mills, Inc. logo
GIS General Mills, Inc.
-2.36%
-$7,557.14
Stryker Corporation logo
SYK Stryker Corporation
-2.28%
-$16,322.86
AbbVie Inc. logo
ABBV AbbVie Inc.
-1.94%
-$19,017.86
Comcast Corp logo
CMCSA Comcast Corp
-1.9%
-$35,005.55
Heico Corporation logo
HEI Heico Corporation
-1.82%
-$13,547.53
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
-1.8%
-$4,582
McKesson Corporation logo
MCK McKesson Corporation
-1.79%
-$24,277.37
RTX Corporation logo
RTX RTX Corporation
-1.74%
-$20,734.56
Heico Corporation logo
HEI.A Heico Corporation
-1.71%
-$3,504.6
Domino's Pizza Inc. logo
DPZ Domino's Pizza Inc.
-1.68%
-$5,852
Alphabet Inc logo
GOOG Alphabet Inc
-1.63%
-$58,356.79
Philip Morris International Inc. logo
PM Philip Morris International Inc.
-1.63%
-$84,022.98
Alphabet Inc logo
GOOGL Alphabet Inc
-1.56%
-$86,014.73
Medtronic plc logo
MDT Medtronic plc
-1.3%
-$35,155.86
Johnson & Johnson logo
JNJ Johnson & Johnson
-1.26%
-$6,092.47
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
-1.26%
-$19,493.04
Pfizer Inc. logo
PFE Pfizer Inc.
-1.25%
-$13,069.87
Altria Group, Inc. logo
MO Altria Group, Inc.
-1.19%
-$2,551.63
Restaurant Brands International Inc. logo
QSR Restaurant Brands International Inc.
-1.08%
-$2,411.59
GSK plc Sponsored ADR logo
GSK GSK plc Sponsored ADR
-1.08%
-$17,177.85
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
-1.03%
-$5,846.68
Sanofi American Depositary Receipt logo
SNY Sanofi American Depositary Receipt
-1%
-$5,972.68
Oracle Corporation logo
ORCL Oracle Corporation
-0.99%
-$7,244.06
Cencora, Inc. logo
COR Cencora, Inc.
-0.99%
-$11,250.57
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-0.96%
-$8,843.34
Spotify Technology S.A. logo
SPOT Spotify Technology S.A.
-0.91%
-$2,860.77
Diamondback Energy Inc logo
FANG Diamondback Energy Inc
-0.88%
-$2,665.31
Sysco Corporation logo
SYY Sysco Corporation
-0.88%
-$10,471.85
Aon plc logo
AON Aon plc
-0.85%
-$5,871.58
The Coca-Cola Company logo
KO The Coca-Cola Company
-0.84%
-$12,026.2
Eli Lilly and Company logo
LLY Eli Lilly and Company
-0.83%
-$8,581.32
The Ensign Group, Inc. logo
ENSG The Ensign Group, Inc.
-0.82%
-$2,591.15
Tyler Technologies Inc. logo
TYL Tyler Technologies Inc.
-0.82%
-$4,462.92
Omnicom Group Inc. logo
OMC Omnicom Group Inc.
-0.78%
-$17,628.24
TransDigm Group Inc. logo
TDG TransDigm Group Inc.
-0.76%
-$2,055.14
Starbucks Corporation logo
SBUX Starbucks Corporation
-0.69%
-$13,386.69
Chubb Limited logo
CB Chubb Limited
-0.68%
-$1,968.3
Dick's Sporting Goods, Inc. logo
DKS Dick's Sporting Goods, Inc.
-0.65%
-$971.85
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5,936.42
Adobe Inc. logo
ADBE Adobe Inc.
-0.5%
-$4,040.99
SPDR ICE Preferred Securities ETF logo
PSK SPDR ICE Preferred Securities ETF
-0.48%
-$9,063.5
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-0.47%
-$2,406.89
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
-0.44%
-$19,100.21
Grand Canyon Education Inc. logo
LOPE Grand Canyon Education Inc.
-0.41%
-$1,315.24
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
-0.39%
-$2,397.91
Fidelity National Information Services, Inc. logo
FIS Fidelity National Information Services, Inc.
-0.38%
-$3,408.86
Accenture plc Class A logo
ACN Accenture plc Class A
-0.37%
-$5,610
Five Below, Inc. logo
FIVE Five Below, Inc.
-0.36%
-$1,418.31
Lam Research Corporation logo
LRCX Lam Research Corporation
-0.36%
-$1,180.86
Arthur J. Gallagher & Co. logo
AJG Arthur J. Gallagher & Co.
-0.34%
-$2,186.75
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
-0.34%
-$1,759.5
Linde plc logo
LIN Linde plc
-0.34%
-$1,164.51
Blackstone Inc. logo
BX Blackstone Inc.
-0.33%
-$801.9
Airbnb, Inc. logo
ABNB Airbnb, Inc.
-0.32%
-$5,359.71
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-0.27%
-$1,206.69
Allstate Corporation logo
ALL Allstate Corporation
-0.26%
-$678.48
Privia Health Group, Inc. logo
PRVA Privia Health Group, Inc.
-0.25%
-$712.71
The Walt Disney Company logo
DIS The Walt Disney Company
-0.24%
-$4,628.61
Amgen Inc. logo
AMGN Amgen Inc.
-0.24%
-$3,293.85
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.2%
-$2,479.64
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
-0.2%
-$2,634.77
SPDR S&P Bank ETF logo
KBE SPDR S&P Bank ETF
-0.19%
-$1,055.88
Salesforce Inc logo
CRM Salesforce Inc
-0.18%
-$2,919.13
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
-0.17%
-$541.66
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-0.15%
-$7,146.8
Cardinal Health Inc. logo
CAH Cardinal Health Inc.
-0.11%
-$337.26
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-0.1%
-$10,512.63
IDEXX Laboratories, Inc. logo
IDXX IDEXX Laboratories, Inc.
-0.09%
-$311.51
AstraZeneca PLC American Depositary Shares logo
AZN AstraZeneca PLC American Depositary Shares
-0.08%
-$294.72
iShares U.S. Healthcare Providers ETF logo
IHF iShares U.S. Healthcare Providers ETF
-0.08%
-$591.25
SPDR Portfolio Emerging Markets ETF logo
SPEM SPDR Portfolio Emerging Markets ETF
-0.07%
-$226.49
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
-0.05%
-$801.6
Autodesk, Inc. logo
ADSK Autodesk, Inc.
-0.04%
-$414.2
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-0.03%
-$1,049.34
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
-0.03%
-$1,508.03
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Dividends

Dividend Analysis

Yearly
$
Trades
17075
Longs Won
11299/17075 66%
Profit Factor
5.49
Profitability
Shorts Won
0/0 0%
Standard Deviation
$483,239.75
Average Win
$109,098.35
Best Trade
(Oct 21) $25.66M
Sharpe Ratio
-17.5
Average Loss
-$38,887.46
Worst Trade
(Sep 30) -$7.29M
Z-Score
-9.6 (100%)
Commissions
$0
Avg. Trade Length
2y 1m 6d
Expectancy
$59,330.18
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 29,412 26,471 23,529 20,588 17,647 14,706 11,765 8,824 5,882 2,941
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Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
5,288 $768,573.48 $1.82M - $1.06M 137.37%
+1.62%
AbbVie Inc. logo
ABBV AbbVie Inc.
3,390 $612,111.78 $960,963.3 - $348,851.52 56.99%
-1.941%
Airbnb, Inc. logo
ABNB Airbnb, Inc.
9,403 $1.24M $1.66M - $414,014.09 33.27%
-0.322%
Abbott Laboratories logo
ABT Abbott Laboratories
4,123 $443,763.82 $407,579.16 - -$36,184.66 -8.15%
-3.509%
Accenture plc Class A logo
ACN Accenture plc Class A
6,375 $1.09M $1.52M - $425,470.52 38.92%
-0.368%
Adobe Inc. logo
ADBE Adobe Inc.
3,157 $1.41M $806,455.65 - -$605,044.45 -42.87%
-0.499%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
6,551 $1.2M $2.67M - $1.47M 121.63%
+2.652%
Autodesk, Inc. logo
ADSK Autodesk, Inc.
4,142 $977,817.56 $1.02M - $38,960.6 3.98%
-0.041%
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
25,648 $2.5M $2.45M - -$52,030.79 -2.08%
+0.094%
Arthur J. Gallagher & Co. logo
AJG Arthur J. Gallagher & Co.
2,457 $564,053.51 $634,815.09 - $70,761.58 12.55%
-0.343%
Allstate Corporation logo
ALL Allstate Corporation
1,028 $220,433.59 $256,229 - $35,795.41 16.24%
-0.264%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
10,498 $1.78M $4.3M - $2.52M 141%
+1.138%
Amgen Inc. logo
AMGN Amgen Inc.
3,137 $802,980.6 $1.37M - $570,680.33 71.07%
-0.239%
Amrize Ltd. logo
AMRZ Amrize Ltd.
12,400 $678,518.4 $482,980 - -$195,538.4 -28.82%
+0.309%
American Tower Corporation logo
AMT American Tower Corporation
8,944 $1.82M $1.6M - -$217,943.25 -11.99%
-2.533%
Amazon.com Inc logo
AMZN Amazon.com Inc
26,001 $4.08M $6.86M - $2.78M 68.2%
+0.518%
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
1,598 $271,468.24 $293,712.4 - $22,244.16 8.19%
+1.44%
Aon plc logo
AON Aon plc
2,330 $762,876.32 $685,462.7 - -$77,413.62 -10.15%
-0.849%
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
6,763 $1.79M $2.05M - $255,173.09 14.22%
+0.142%
Amphenol Corporation logo
APH Amphenol Corporation
6,772 $597,019.52 $541,692.28 - -$55,327.24 -9.27%
+0.845%
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FAQ
Which stocks have generated the highest profits for Shannon Hogendorn?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Large-Cap Index Fund ETF Shares - $56.24M, iShares Core S&P 500 ETF - $55.57M, Apple Inc - $44.69M, Microsoft Corp - $37.7M, and Vanguard FTSE All-World ex-US ETF - $33.58M. 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: Marathon Petroleum Corporation - $2.58M, iShares 3-7 Year Treasury Bond ETF - $1.7M, iShares Biotechnology ETF - $1.59M, Align Technology, Inc - $1.27M, and Canopy Growth Corporation - $809,004.45. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shannon Hogendorn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $324.09M earned over time. The largest contributors to dividend income include iShares iBoxx $ High Yield Corporate Bond ETF - $29.98M, SPDR Bloomberg High Yield Bond ETF - $28.09M, Vanguard Total Bond Market Index Fund - $27.93M, Vanguard FTSE All-World ex-US ETF - $18.33M, and Vanguard Large-Cap Index Fund ETF Shares - $14.57M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shannon Hogendorn's monthly returns?
Shannon Hogendorn'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 Shannon Hogendorn's strategy be considered aggressive or moderate?
Shannon Hogendorn'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 Shannon Hogendorn's strategy?
Shannon Hogendorn's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
Account USV