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:
35.88%
Gain -0.23%
Monthly
0.42%
Yearly
5.12%
Drawdown
14.21%
$199.15M
Equity
Holdings
$199.15M
Investment
$155.98M
$44.99M
Profit -$522,036.07
Realized
$1.82M
Unrealized
$43.18M
Dividends
$11.68M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$522,036.07
Win %
76%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$1.04M
Win %
76%
This Month
Compared to last month
Gain
-1.5%
Profit
-$3.03M
Win %
76%
This Year
Compared to last year
Gain
2.47%
Profit
$5.13M
Win %
75%
V Visa Inc. Class A
+1.45%
+$7,790.56 
SBUX Starbucks Corporation
+0.98%
+$11,269.07 
ABBV AbbVie Inc.
+0.97%
+$7,030.5 
HCA HCA Healthcare Inc.
+0.91%
+$2,277 
JPM JPMorgan Chase & Co.
+0.91%
+$17,055.83 
BAC Bank of America Corporation
+0.87%
+$2,496.48 
BX Blackstone Inc.
+0.86%
+$3,176.8 
AXP American Express Company
+0.72%
+$1,619.04 
MA Mastercard Incorporated
+0.7%
+$1,658.7 
MMI Marcus & Millichap Inc.
+0.66%
+$1,668.8 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$3,772.32 
MCD McDonald's Corporation
+0.5%
+$1,172.93 
CVX Chevron Corporation
+0.37%
+$1,379.31 
COST Costco Wholesale Corporation
+0.37%
+$4,955.16 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$16,667.92 
UNH UnitedHealth Group Incorporated
+0.26%
+$806.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.25%
+$15,391.36 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.18%
+$11,514.5 
VYM Vanguard High Dividend Yield ETF
+0.14%
+$9,545.69 
JNJ Johnson & Johnson
+0.14%
+$400.95 
AMGN Amgen Inc.
+0.12%
+$11,745.93 
SPEM SPDR Portfolio Emerging Markets ETF
+0.11%
+$2,141.37 
WMT Walmart Inc.
+0.07%
+$1,029.78 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.07%
+$10,001.11 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$1,349.64 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$5,533.36 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$76.27 
PFXF VanEck Preferred Securities ex Financials ETF
+0.03%
+$71.75 
ANTM Anthem Inc
0%
$0 
AMZN Amazon.com Inc
-2.56%
-$81,104.94 
MSFT Microsoft Corp.
-2.01%
-$52,136 
ABT Abbott Laboratories
-1.53%
-$3,012.63 
AVGO Broadcom Inc.
-1.41%
-$22,785.72 
AAPL Apple Inc.
-1.09%
-$71,683.39 
EFG iShares MSCI EAFE Growth ETF
-0.92%
-$44,865.52 
ADP Automatic Data Processing Inc.
-0.78%
-$3,214.07 
IWP iShares Russell Mid-Cap Growth ETF
-0.77%
-$34,434.72 
PEP PepsiCo, Inc.
-0.76%
-$2,139.67 
VUG Vanguard Growth ETF
-0.69%
-$81,858.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$18,997.16 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.59%
-$143,464.8 
META Meta Platforms Inc Class A
-0.58%
-$6,025.36 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$28,312.35 
GOOG Alphabet Inc
-0.52%
-$3,179.02 
GLD SPDR Gold Shares
-0.5%
-$904.32 
GILD Gilead Sciences Inc.
-0.48%
-$1,156.2 
CSCO Cisco Systems, Inc.
-0.48%
-$3,264.24 
GLDM SPDR Gold MiniShares Trust
-0.45%
-$940.68 
GOOGL Alphabet Inc
-0.39%
-$1,559.51 
NVDA NVIDIA Corporation
-0.37%
-$22,347.8 
VOO Vanguard S&P 500 ETF
-0.33%
-$1,154.24 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,696.93 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.28%
-$917.71 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$11,824.07 
RDVY First Trust Rising Dividend Achievers ETF
-0.23%
-$1,186.56 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.18%
-$6,493.4 
PGR Progressive Corporation
-0.17%
-$374.85 
GCOW Pacer Global Cash Cows Dividend ETF
-0.14%
-$397.87 
COWZ Pacer US Cash Cows 100 ETF
-0.11%
-$740.04 
VO Vanguard Mid-Cap ETF
-0.08%
-$3,938.54 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.04%
-$3,075.06 
VIG Vanguard Dividend Appreciation ETF
-0.04%
-$2,704.5 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$742.68 
VCRB Vanguard Core Bond ETF
-0.01%
-$1,072.03 Events
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Dividends
Dividend Analysis
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| Trades 870 | Longs Won 555/870 63% | Profit Factor 10.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $379,601.93 |
| Average Win $90,060.9 | Best Trade (Jun 11) $8.02M | Sharpe Ratio -7.93 |
| Average Loss -$15,842.26 | Worst Trade (Jun 29) -$642,177.58 | Z-Score 8.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 4d | Expectancy $51,716.65 |
| 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 | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
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