HAI
Hofer & Associates. Inc. Portfolio
Invests via Hofer & Associates. Inc. | Managed by Aryn Sands
Invests via Hofer & Associates. Inc.
Managed by Aryn Sands
Automatically Tracked
Company Profile
With a strong focus on financial advisory, Hofer & Associates, Inc. operates at the intersection of strategic consulting and capital markets. Known for delivering tailored insights, this firm leverages its extensive industry expertise to assist clients in navigating complex investment landscapes. It excels in developing innovative solutions that cater to businesses across various sectors, enhancing their market positioning and growth potential. The team's proficiency fosters lasting relationships with stakeholders while facilitating impactful decision-making processes within the financial realm.
With a strong focus on financial advisory, Hofer & Associates, Inc. operates at the intersection of strategic consulting and capital markets. Known for delivering tailored insights, this firm leverages its extensive industry expertise to assist clients in navigating complex investment landscapes. It excels in developing innovative solutions that cater to businesses across various sectors, enhancing their market positioning and growth potential. The team's proficiency fosters lasting relationships with stakeholders while facilitating impactful decision-making processes within the financial realm.
Investment Philosophy & Strategy
Leveraging deep insights into market dynamics, Hofer & Associates, Inc. adopts a distinctive approach to strategic investment consultancy. The firm's expertise enables it to identify and capitalize on unique growth opportunities that align with clients' objectives. Emphasizing tailored solutions, they prioritize adaptability in execution to ensure effective capital deployment across diverse sectors. With an emphasis on fostering long-term partnerships, their strategy involves nurturing client relationships through continuous engagement and support during key financial decisions.
Leveraging deep insights into market dynamics, Hofer & Associates, Inc. adopts a distinctive approach to strategic investment consultancy. The firm's expertise enables it to identify and capitalize on unique growth opportunities that align with clients' objectives. Emphasizing tailored solutions, they prioritize adaptability in execution to ensure effective capital deployment across diverse sectors. With an emphasis on fostering long-term partnerships, their strategy involves nurturing client relationships through continuous engagement and support during key financial decisions.
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:
55.82%
Gain +0.21%
Monthly
0.74%
Yearly
9.27%
Drawdown
16.89%
$208.41M
Equity
Holdings
$208.41M
Investment
$162.2M
$48.04M
Profit +$227,700.58
Realized
$1.84M
Unrealized
$46.21M
Dividends
$12.35M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$227,700.58
Win %
76%
This Week
Compared To Last Week
Gain
0.2%
Profit
$417,277.36
Win %
76%
This Month
Compared to last month
Gain
0.84%
Profit
$1.74M
Win %
76%
This Year
Compared to last year
Gain
0.84%
Profit
$1.74M
Win %
75%
AMD Advanced Micro Devices, Inc.
+8.11%
+$20,062.26 
MS Morgan Stanley
+2.59%
+$6,137.04 
TSLA Tesla, Inc.
+2.53%
+$6,664.31 
AVGO Broadcom Inc.
+2.21%
+$34,719.42 
NVDA NVIDIA Corporation
+1.97%
+$117,272.45 
EFG iShares MSCI EAFE Growth ETF
+1.73%
+$84,622.74 
BAC Bank of America Corporation
+1.32%
+$4,087.2 
VUG Vanguard Growth ETF
+0.94%
+$112,262.4 
VOO Vanguard S&P 500 ETF
+0.83%
+$2,903.57 
AMGN Amgen Inc.
+0.57%
+$56,883.33 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$31,150.8 
AAPL Apple Inc.
+0.35%
+$25,823.25 
VCRB Vanguard Core Bond ETF
+0.16%
+$12,011.06 
ABT Abbott Laboratories
+0.06%
+$133.98 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$2,030.04 
ABBV AbbVie Inc.
0%
$0 
AXP American Express Company
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BX Blackstone Inc.
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
GCOW Pacer Global Cash Cows Dividend ETF
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
HCA HCA Healthcare Inc.
0%
-$0.01 
HD The Home Depot, Inc.
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MCD McDonald's Corporation
0%
-$0.01 
META Meta Platforms Inc Class A
0%
$0 
MMI Marcus & Millichap Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.03 
PFXF VanEck Preferred Securities ex Financials ETF
0%
$0 
PGR Progressive Corporation
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.01 
V Visa Inc. Class A
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 931 | Longs Won 600/931 64% | Profit Factor 10 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $389,460.5 |
| Average Win $88,971.73 | Best Trade (Jul 22) $8.29M | Sharpe Ratio -13.15 |
| Average Loss -$16,130.08 | Worst Trade (Jun 29) -$642,177.58 | Z-Score 9.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 2d | Expectancy $51,604.71 |
| 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 | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Hofer & Associates. Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $1.81M, SPDR DoubleLine Short Duration Total Return Tactical ETF - $1.14M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.13M, SPDR Portfolio S&P 500 Growth ETF - $1.04M, and SPDR Blackstone Senior Loan ETF - $1.03M. 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: Vanguard FTSE All-World ex-US ETF - $266,835.81, The Walt Disney Company - $155,559.74, Amazon.com Inc - $138,604.96, First Trust Preferred Securities and Income ETF - $60,256.29, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $51,468.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Hofer & Associates. Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.35M earned over time. The largest contributors to dividend income include SPDR DoubleLine Short Duration Total Return Tactical ETF - $1.15M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.13M, SPDR Blackstone Senior Loan ETF - $1.07M, SPDR Portfolio S&P 500 Value ETF - $793,211.39, and Fidelity Total Bond ETF - $753,963.01. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hofer & Associates. Inc.'s monthly returns?
Hofer & Associates. Inc.'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 Hofer & Associates. Inc.'s strategy be considered aggressive or moderate?
Hofer & Associates. Inc.'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 Hofer & Associates. Inc.'s strategy?
Hofer & Associates. Inc.'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.
