Michael G. Hansen Portfolio

Invests via IAMS WEALTH MANAGEMENT, LLC | Managed by Zach Reeg

Invests via IAMS WEALTH MANAGEMENT, LLC

Managed by Zach Reeg

Automatically Tracked

Tracking: 0 Updated: Yesterday at 03:52 AM

Michael G. Hansen Profile

A seasoned investment and operating executive with experience in private equity, growth equity and corporate M&A, Michael G. Hansen focuses on sourcing, diligencing and scaling companies across healthcare and technology sectors. He has led deal execution, portfolio company operational improvement and capital formation efforts; profile of a market-oriented investor bridging strategic operations and financial structuring for mid-market transactions.

Investment Philosophy & Strategy

Combines private equity rigor with operating-led value creation, prioritizing mid-market healthcare and technology businesses where operational improvements and product-led growth can unlock scale. Emphasizes deep due diligence, disciplined capital structuring, and active board-level involvement to drive margin expansion and commercial acceleration. Prefers growth-at-scale opportunities with clear pathways to margin improvement, recurring revenue models, and defensible technology or clinical differentiation; typically horizon of 3–7 years with calibrated downside protection and staged capital deployment tied to operational milestones.

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:

45.16%

Gain +0.06%

Monthly

0.87%

Yearly

11.01%

Drawdown

17.18%

$333.57M

Equity

Holdings

$333.57M

Investment

$288.71M

$68.54M

Profit +$176,239.08

Realized

$22.8M

Unrealized

$45.73M

Dividends

$15.14M

Goals

Avg. 52.5% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.06%

Profit

$176,239.08

Win %

67%

This Week

Compared To Last Week

Gain

-0.34%

Profit

-$1.15M

Win %

67%

This Month

Compared to last month

Gain

0.43%

Profit

$1.43M

Win %

67%

This Year

Compared to last year

Gain

0.24%

Profit

$902,445.58

Win %

68%

Gainers
Losers

ABT Abbott Laboratories

+10.71%

+$220,080.76

CTAS Cintas Corporation

+7.21%

+$76,687

PM Philip Morris International Inc.

+4.95%

+$70,434.56

SYK Stryker Corporation

+4.66%

+$44,368.56

ORLY O'Reilly Automotive Inc.

+4.25%

+$27,195.52

ABBV AbbVie Inc.

+4.21%

+$34,170.72

MO Altria Group, Inc.

+3.56%

+$24,788.76

GILD Gilead Sciences Inc.

+3.49%

+$115,855.6

XYL Xylem Inc.

+3.19%

+$22,755.6

COST Costco Wholesale Corporation

+3.17%

+$32,223.32

STZ Constellation Brands, Inc.

+3.1%

+$8,563.92

RF Regions Financial Corporation

+2.92%

+$22,403.84

TRV The Travelers Companies, Inc.

+2.62%

+$20,384.06

CMCSA Comcast Corp

+2.6%

+$32,841.79

T AT&T Inc.

+2.57%

+$12,324.4

PG Procter & Gamble Co

+2.33%

+$53,088.55

WMT Walmart Inc.

+2.15%

+$42,872.72

HD The Home Depot, Inc.

+1.93%

+$42,315.98

AAPL Apple Inc.

+1.76%

+$110,136.96

TM Toyota Motor Corporation

+1.6%

+$7,790.12

USB U.S. Bancorp

+1.59%

+$23,747.04

SO The Southern Company

+1.55%

+$9,631.44

EVRG Evergy Inc.

+1.33%

+$16,599.54

CVX Chevron Corporation

+1.26%

+$22,439.61

JNJ Johnson & Johnson

+1.19%

+$19,992.12

GD General Dynamics Corporation

+0.87%

+$1,811.92

WFC Wells Fargo & Company

+0.64%

+$19,605.04

BGT BlackRock Floating Rate Income Trust

+0.56%

+$1,200

AZN AstraZeneca PLC American Depositary Shares

+0.55%

+$10,014.2

SHEL Shell plc

+0.52%

+$10,447.8

CME CME Group Inc.

+0.45%

+$2,586.59

PNC The PNC Financial Services Group, Inc.

+0.41%

+$8,775.98

SRE Sempra

+0.4%

+$4,774.11

PFG Principal Financial Group, Inc.

+0.14%

+$318.88

MGOV First Trust Intermediate Government Opportunities ETF

+0.05%

+$136.29

XLI Industrial Select Sector SPDR Fund

+0.05%

+$428.95

FDN First Trust Dow Jones Internet Index Fund

+0.03%

+$544.77

RSMV Relative Strength Managed Volatility Strategy ETF

+0.02%

+$74.11

VGSH Vanguard Short-Term Treasury Fund

+0.02%

+$158.93

XLSR SPDR SSGA US Sector Rotation ETF

+0.01%

+$50.97

AFLG First Trust Active Factor Large Cap ETF

+0.01%

+$182.08

FTA First Trust Large Cap Value AlphaDEX Fund

+$74.47

FEM First Trust Emerging Markets Small Cap AlphaDEX Fund

+$20.41

FTXO First Trust Nasdaq Bank ETF

+$6.72

ACYN FT Vest Laddered Autocallable Barrier & Income ETF

AJG Arthur J. Gallagher & Co.

AMD Advanced Micro Devices, Inc.

-$0.03

AMGN Amgen Inc.

-$0.02

AVGO Broadcom Inc.

BAC Bank of America Corporation

BBNX Beta Bionics Inc.

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

BILS SPDR Bloomberg 3-12 Month T-Bill ETF

BRK-B Berkshire Hathaway Inc.

BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December

BUFG FT Vest Buffered Allocation Fund

BUFQ FT Nasdaq Buffer ETF July.

BUFR FT Vestladder Buffer ETF-USD I

BUFT FT Vest Buffered Allocation Mutual Fund

CEG Constellation Energy Corporation

+$0.02

CFG Citizens Financial Group, Inc.

COP ConocoPhillips

CSCO Cisco Systems, Inc.

DFAC Dimensional U.S. Core Equity 2 ETF

DIS The Walt Disney Company

EFA iShares MSCI EAFE ETF

EIX Edison International

EMN Eastman Chemical Company

EQIX Equinix, Inc.

+$0.02

EVV Eaton Vance Limited Duration Income Fund

FBT First Trust NYSE Arca Biotechnology Index Fund

FDEC FT Cboe Vest U.S. Equity Buffer ETF - December

FDL First Trust Morningstar Dividend Leaders Index Fund

FDT First Trust Developed Markets ex-US Fund

-$4.39

FEMB First Trust Emerging Markets Local Currency Bond ETF

FEP First Trust Europe AlphaDEX Fund

FIIG First Trust Intermediate Duration Investment Grade Corporate ETF

FIXD First Trust TCW Opportunistic Fixed Income Fund

-$23

FJP First Trust Japan AlphaDEX Fund

FSIG First Trust Limited Duration Investment Grade Corporate ETF

FTCB First Trust Core Investment Grade ETF

FTCS First Trust Capital Strength ETF

FTGS First Trust Growth Strength ETF

FVD First Trust Value Line Dividend Index Fund

FXH First Trust Health Care AlphaDEX Fund

GE General Electric Company

GOOG Alphabet Inc

+$0.1

HAS Hasbro Inc.

HLT Hilton Worldwide Holdings Inc.

-$0.02

HMC Honda Motor Co., Ltd.

HODL VanEck Bitcoin ETF

HONA Honeywell Aerospace Inc.

HONIV Honeywell International Inc.

HWM Howmet Aerospace Inc.

HYLS FT Tactical High Yield ETF

IBM International Business Machines Corporation

IEFA iShares Core MSCI EAFE ETF

IEI iShares 3-7 Year Treasury Bond ETF

IVE ISHARES S&P 500 VALUE ETF

IVV iShares Core S&P 500 ETF

JAAA Janus Henderson AAA CLO ETF

JHMM John Hancock Multifactor Mid Cap ETF

JHSC John Hancock Multifactor Small Cap ETF

JPM JPMorgan Chase & Co.

KNG Fidelity S&P 500 Dividend Aristocrats ETF

LGOV First Trust Long Duration Opportunities ETF

LHX L3Harris Technologies, Inc.

-$0.08

LMBS First Trust Low Duration Opportunities ETF

LOW Lowe's Companies Inc.

LRCX Lam Research Corporation

+$0.03

MAGS Roundhill Magnificent Seven Fund

MAIN Main Street Capital Corporation

MCD McDonald's Corporation

MCHP Microchip Technology Incorporated

META Meta Platforms Inc Class A

MSFT Microsoft Corp.

NTES NetEase, Inc. American Depositary Receipt

+$0.11

PAXS PIMCO Access Income Fund

PEP PepsiCo, Inc.

PHK PIMCO High Income Fund

PTY PIMCO Corporate & Income Opportunity Fund

PYLD PIMCO Multisector Bond Active ETF

Q Qnity Electronics Inc.

QQQM Invesco NASDAQ 100 ETF

RDVY First Trust Rising Dividend Achievers ETF

ROP Roper Technologies Inc.

RTX RTX Corporation

SBAR Simplify Barrier Income ETF

SCI Service Corporation International

SGVT Schwab Government Money Market ETF

SLV iShares Silver Trust

SOLS Sollensys Corp

SPDW SPDR Portfolio Developed World ex-US ETF

SPEM SPDR Portfolio Emerging Markets ETF

SPMO Invesco S&P 500 Momentum ETF

TDIV FT NASDAQ Technology Dividend Index Fund

+$0.08

TEL TE Connectivity plc

TJX The TJX Companies, Inc.

TSMWF Taiwan Semiconductor Manufacturing Company Limited

UNH UnitedHealth Group Incorporated

UPS United Parcel Service, Inc.

URI United Rentals, Inc.

V Visa Inc. Class A

VBR VANGUARD SMALL-CAP VALUE ETF

VCIT Vanguard Intermediate-Term Corporate Bond Fund

VIG Vanguard Dividend Appreciation ETF

VOO Vanguard S&P 500 ETF

VOOG Vanguard S&P 500 Growth ETF

VOOV Vanguard S&P 500 Value ETF

VTI VANGUARD TOTAL STOCK MKT ETF

-$0.01

VUG Vanguard Growth ETF

VWOB Vanguard Emerging Markets Government Bond Fund

VZ Verizon Communications Inc.

WM Waste Management, Inc.

XAR SPDR S&P Aerospace & Defense ETF

-$0.04

XLC Communication Services Select Sector SPDR Fund

XLG Invesco S&P 500 Top 50 ETF

XLK State Street Technology Select Sector SPDR ETF

XLU Utilities Select Sector SPDR Fund

XOM Exxon Mobil Corporation

GOOGL Alphabet Inc

-4.44%

-$73,279.96

QCOM QUALCOMM Incorporated

-4.14%

-$22,589.05

TXN Texas Instruments Inc

-3.31%

-$27,327.77

AMAT Applied Materials, Inc.

-3.19%

-$28,674.98

QTEC First Trust NASDAQ-100 Technology Index Fund

-2.73%

-$83,858.53

ADI Analog Devices, Inc.

-2.67%

-$48,822.78

NVDA NVIDIA Corporation

-2.4%

-$160,808.1

AMZN Amazon.com Inc

-1.99%

-$117,117.23

GLD SPDR Gold Shares

-1.99%

-$7,301.33

BWXT Bwx Technologies Inc.

-1.79%

-$14,318.89

UAL United Airlines Holdings, Inc.

-1.79%

-$16,234.56

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

-1.66%

-$17,721.5

QQQ Invesco QQQ Trust, Series 1

-1.64%

-$290,975.95

VWO Vanguard FTSE Emerging Markets ETF

-1.08%

-$2,420.48

TSLA Tesla, Inc.

-0.86%

-$13,042.36

SPY SPDR S&P 500 ETF Trust

-0.54%

-$63,235.49

PEG Public Service Enterprise Group Incorporated

-0.44%

-$2,352.35

DD DuPont de Nemours, Inc.

-0.42%

-$5,246.85

FMF First Trust Managed Futures Strategy Fund

-0.34%

-$3,029.23

LMT Lockheed Martin Corporation

-0.18%

-$1,117.68

JHMB John Hancock Mortgage-Backed Securities ETF

-0.14%

-$4,422.57

ANGL VanEck Fallen Angel High Yield Bond ETF

-0.07%

-$2,544.24

BUFZ FT Vest Laddered Moderate Buffer Fund

-0.05%

-$142.51

ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF

-0.05%

-$127.02

FTLS First Trust Long/Short Equity ETF

-0.03%

-$151.06

FID First Trust S&P International Dividend ETF

-0.02%

-$49.95

JHMD John Hancock Multifactor Developed International ETF

-0.02%

-$654.2

VGIT Vanguard Intermediate-Term Treasury Fund

-0.01%

-$45.93

FAAR First Trust Alternative Absolute Return Strategy ETF

-$4.05

VPLS Vanguard Core-Plus Bond ETF

-$16.83

Events

Dividends

Dividend Analysis

No Data

Trades 1960	Longs Won 1249/1960 63%	Profit Factor 6.16
Profitability	Shorts Won 0/0 0%	Standard Deviation $139,648.86
Average Win $66,351.45	Best Trade (Jul 17) $2.4M	Sharpe Ratio -10.95
Average Loss -$18,915.42	Worst Trade (Jul 17) -$795,664.59	Z-Score -2.87 (100%)
Commissions $0	Avg. Trade Length 11m 2w 5d	Expectancy $34,967.65

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	17,544	15,789	14,035	12,281	10,526	8,772	7,018	5,263	3,509	1,754