Michael G. Hansen

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: 6 hours ago
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.

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.

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:
47.77%
Gain -0.63%
Monthly
0.89%
Yearly
11.23%
Drawdown
17.23%
$334.55M
Equity
Holdings
$334.55M
Investment
$287.83M
$71.9M
Profit -$1.52M
Realized
$25.19M
Unrealized
$46.72M
Dividends
$15.96M

Goals

Avg. 55.5% completed goals
Yearly
Gain > 5%
2026
11%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$1.52M
Win %
67%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$2.54M
Win %
67%
This Month
Compared to last month
Gain
-0.45%
Profit
-$1.52M
Win %
67%
This Year
Compared to last year
Gain
0.54%
Profit
$1.89M
Win %
68%
Amazon.com Inc logo
AMZN Amazon.com Inc
+15.32%
+$833,447.77
Alphabet Inc logo
GOOG Alphabet Inc
+6.88%
+$240,312.14
Alphabet Inc logo
GOOGL Alphabet Inc
+6.73%
+$100,036.44
Sollensys Corp logo
SOLS Sollensys Corp
+4.84%
+$30,763.48
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+3.28%
+$107,229.15
Roundhill Magnificent Seven Fund logo
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$16,411.8
Microsoft Corp. logo
MSFT Microsoft Corp.
+3.02%
+$231,962.05
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.93%
+$180,042.23
First Trust Dow Jones Internet Index Fund logo
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$42,007.82
Chevron Corporation logo
CVX Chevron Corporation
+2.35%
+$44,291.48
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
+2.28%
+$15,374.74
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.14%
+$39,618.72
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
+1.9%
+$41,785.74
Bwx Technologies Inc. logo
BWXT Bwx Technologies Inc.
+1.88%
+$14,047.87
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
+1.8%
+$15,851.37
Shell plc logo
SHEL Shell plc
+1.62%
+$34,905.15
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$11,671.46
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+1.52%
+$11,078.2
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+1.5%
+$10,261.07
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$14,793.6
General Electric Company logo
GE General Electric Company
+1.42%
+$12,751.04
Vanguard S&P 500 Growth ETF logo
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$81,792.79
Comcast Corp logo
CMCSA Comcast Corp
+1.23%
+$15,613.31
ConocoPhillips logo
COP ConocoPhillips
+1.22%
+$25,377.92
Wells Fargo & Company logo
WFC Wells Fargo & Company
+1.19%
+$35,709.18
Honeywell Aerospace Inc. logo
HONA Honeywell Aerospace Inc.
+1.18%
+$13,222.88
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+1.18%
+$9,145.03
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+1.1%
+$2,759.31
Invesco S&P 500 Top 50 ETF logo
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$23,038.72
Service Corporation International logo
SCI Service Corporation International
+1.05%
+$13,377.6
NetEase, Inc. American Depositary Receipt logo
NTES NetEase, Inc. American Depositary Receipt
+1.04%
+$14,428.95
United Rentals, Inc. logo
URI United Rentals, Inc.
+0.99%
+$2,529.94
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,117.92
International Business Machines Corporation logo
IBM International Business Machines Corporation
+0.86%
+$5,368.95
McDonald's Corporation logo
MCD McDonald's Corporation
+0.82%
+$16,018.27
Industrial Select Sector SPDR Fund logo
XLI Industrial Select Sector SPDR Fund
+0.81%
+$6,910.7
First Trust Emerging Markets Small Cap AlphaDEX Fund logo
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.79%
+$8,165.76
SPDR Portfolio Emerging Markets ETF logo
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$1,866.93
SPDR S&P Aerospace & Defense ETF logo
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$8,976.66
Tesla, Inc. logo
TSLA Tesla, Inc.
+0.76%
+$9,052.88
BlackRock Floating Rate Income Trust logo
BGT BlackRock Floating Rate Income Trust
+0.74%
+$1,600
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.72%
+$82,562.19
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.71%
+$15,070.98
Roper Technologies Inc. logo
ROP Roper Technologies Inc.
+0.7%
+$7,724.8
Invesco NASDAQ 100 ETF logo
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$14,802.2
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.69%
+$2,570.24
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$109,485.96
FT Vest Buffered Allocation Fund logo
BUFG FT Vest Buffered Allocation Fund
+0.65%
+$4,942.28
SPDR SSGA US Sector Rotation ETF logo
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$1,936.86
Altria Group, Inc. logo
MO Altria Group, Inc.
+0.57%
+$3,851.64
FT NASDAQ Technology Dividend Index Fund logo
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$23,113.51
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,666.46
FT Cboe Vest U.S. Equity Buffer ETF - December logo
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.51%
+$1,077.78
Qnity Electronics Inc. logo
Q Qnity Electronics Inc.
+0.51%
+$8,424.77
First Trust Active Factor Large Cap ETF logo
AFLG First Trust Active Factor Large Cap ETF
+0.5%
+$20,029.02
FT Vest Laddered Moderate Buffer Fund logo
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.5%
+$1,330.14
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+0.47%
+$9,695.2
FT Nasdaq Buffer ETF July. logo
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$26,833.76
FT Vestladder Buffer ETF-USD I logo
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$32,723.25
RTX Corporation logo
RTX RTX Corporation
+0.39%
+$3,246.6
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.37%
+$12,476.16
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.37%
+$8,155.64
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.36%
+$14,454.06
Dimensional U.S. Core Equity 2 ETF logo
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,543.36
First Trust Rising Dividend Achievers ETF logo
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$25,370.3
Bank of America Corporation logo
BAC Bank of America Corporation
+0.36%
+$6,933.52
Regions Financial Corporation logo
RF Regions Financial Corporation
+0.32%
+$2,435.2
General Dynamics Corporation logo
GD General Dynamics Corporation
+0.32%
+$692.96
First Trust Growth Strength ETF logo
FTGS First Trust Growth Strength ETF
+0.31%
+$9,695.16
First Trust Managed Futures Strategy Fund logo
FMF First Trust Managed Futures Strategy Fund
+0.3%
+$2,672.83
Invesco S&P 500 Momentum ETF logo
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$9,154.07
FT Cboe Vest U.S. Equity Deep Buffer ETF - December logo
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$9,582.05
First Trust NASDAQ-100 Technology Index Fund logo
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$7,864.7
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.27%
+$12,057.38
FT Vest Buffered Allocation Mutual Fund logo
BUFT FT Vest Buffered Allocation Mutual Fund
+0.23%
+$478.26
First Trust Nasdaq Bank ETF logo
FTXO First Trust Nasdaq Bank ETF
+0.23%
+$1,613.28
CME Group Inc. logo
CME CME Group Inc.
+0.21%
+$1,352.63
The Southern Company logo
SO The Southern Company
+0.21%
+$1,310.4
Relative Strength Managed Volatility Strategy ETF logo
RSMV Relative Strength Managed Volatility Strategy ETF
+0.21%
+$889.38
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.21%
+$3,591.81
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+0.2%
+$3,463.89
U.S. Bancorp logo
USB U.S. Bancorp
+0.17%
+$2,612.13
AT&T Inc. logo
T AT&T Inc.
+0.17%
+$896.32
Xylem Inc. logo
XYL Xylem Inc.
+0.13%
+$882
Waste Management, Inc. logo
WM Waste Management, Inc.
+0.1%
+$1,307.46
Walmart Inc. logo
WMT Walmart Inc.
+0.09%
+$1,771.64
Abbott Laboratories logo
ABT Abbott Laboratories
+0.09%
+$2,071.89
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,309.16
The Walt Disney Company logo
DIS The Walt Disney Company
+0.03%
+$210.54
SPDR Bloomberg 3-12 Month T-Bill ETF logo
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$265.06
Schwab Government Money Market ETF logo
SGVT Schwab Government Money Market ETF
+0.02%
+$48.64
First Trust Morningstar Dividend Leaders Index Fund logo
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$81.59
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Eaton Vance Limited Duration Income Fund logo
EVV Eaton Vance Limited Duration Income Fund
0%
$0
Simplify Barrier Income ETF logo
SBAR Simplify Barrier Income ETF
0%
$0
Honeywell International Inc. logo
HONIV Honeywell International Inc.
0%
$0
PIMCO High Income Fund logo
PHK PIMCO High Income Fund
0%
$0
Beta Bionics Inc. logo
BBNX Beta Bionics Inc.
-10.09%
-$14,400
Apple Inc. logo
AAPL Apple Inc.
-7.35%
-$468,846.92
Edison International logo
EIX Edison International
-6.81%
-$40,248.24
Stryker Corporation logo
SYK Stryker Corporation
-6.42%
-$67,154.04
First Trust NYSE Arca Biotechnology Index Fund logo
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$36,860.01
VanEck Bitcoin ETF logo
HODL VanEck Bitcoin ETF
-2.9%
-$7,268.42
Arthur J. Gallagher & Co. logo
AJG Arthur J. Gallagher & Co.
-2.75%
-$64,880.55
Equinix, Inc. logo
EQIX Equinix, Inc.
-2.7%
-$27,854.5
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-2.63%
-$12,229.38
AbbVie Inc. logo
ABBV AbbVie Inc.
-2.51%
-$21,506.28
iShares Silver Trust logo
SLV iShares Silver Trust
-2.13%
-$5,183.58
Honda Motor Co., Ltd. logo
HMC Honda Motor Co., Ltd.
-1.99%
-$13,367.54
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-1.9%
-$24,033.29
United Airlines Holdings, Inc. logo
UAL United Airlines Holdings, Inc.
-1.8%
-$16,760.68
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-1.68%
-$19,428.39
Lam Research Corporation logo
LRCX Lam Research Corporation
-1.58%
-$14,776.83
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.49%
-$5,552.55
DuPont de Nemours, Inc. logo
DD DuPont de Nemours, Inc.
-1.32%
-$16,937.2
Toyota Motor Corporation logo
TM Toyota Motor Corporation
-1.28%
-$6,747.75
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-1.21%
-$8,697.55
Sempra logo
SRE Sempra
-1.15%
-$13,290.09
Public Service Enterprise Group Incorporated logo
PEG Public Service Enterprise Group Incorporated
-1.12%
-$5,847.27
Texas Instruments Inc logo
TXN Texas Instruments Inc
-1.08%
-$8,277.87
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
-1.08%
-$10,205.93
Cintas Corporation logo
CTAS Cintas Corporation
-1.04%
-$11,933.94
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
-1%
-$30,662.1
AstraZeneca PLC American Depositary Shares logo
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$18,504.5
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-0.97%
-$3,191.58
Microchip Technology Incorporated logo
MCHP Microchip Technology Incorporated
-0.96%
-$9,735.87
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.81%
-$26,948.77
First Trust Developed Markets ex-US Fund logo
FDT First Trust Developed Markets ex-US Fund
-0.76%
-$7,572.75
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,778.76
First Trust S&P International Dividend ETF logo
FID First Trust S&P International Dividend ETF
-0.7%
-$1,598.24
First Trust Health Care AlphaDEX Fund logo
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$3,672.89
Utilities Select Sector SPDR Fund logo
XLU Utilities Select Sector SPDR Fund
-0.69%
-$4,212.9
Amgen Inc. logo
AMGN Amgen Inc.
-0.64%
-$4,431.78
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,725.38
John Hancock Multifactor Developed International ETF logo
JHMD John Hancock Multifactor Developed International ETF
-0.63%
-$18,969.77
Hasbro Inc. logo
HAS Hasbro Inc.
-0.62%
-$3,572.45
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.62%
-$1,331.88
First Trust Long Duration Opportunities ETF logo
LGOV First Trust Long Duration Opportunities ETF
-0.62%
-$16,621.93
Philip Morris International Inc. logo
PM Philip Morris International Inc.
-0.61%
-$9,275.9
First Trust Japan AlphaDEX Fund logo
FJP First Trust Japan AlphaDEX Fund
-0.6%
-$3,523.95
First Trust Capital Strength ETF logo
FTCS First Trust Capital Strength ETF
-0.51%
-$7,395.51
Hilton Worldwide Holdings Inc. logo
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$3,437.91
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.46%
-$6,039.68
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
-0.43%
-$3,850.06
TE Connectivity plc logo
TEL TE Connectivity plc
-0.43%
-$5,393.4
First Trust Intermediate Government Opportunities ETF logo
MGOV First Trust Intermediate Government Opportunities ETF
-0.42%
-$1,144.84
PIMCO Access Income Fund logo
PAXS PIMCO Access Income Fund
-0.42%
-$1,035
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-0.42%
-$8,939.22
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$760.06
John Hancock Mortgage-Backed Securities ETF logo
JHMB John Hancock Mortgage-Backed Securities ETF
-0.37%
-$11,793.52
First Trust Core Investment Grade ETF logo
FTCB First Trust Core Investment Grade ETF
-0.34%
-$27,517.14
Janus Henderson AAA CLO ETF logo
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$6,549.59
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
-0.31%
-$1,973.97
First Trust Long/Short Equity ETF logo
FTLS First Trust Long/Short Equity ETF
-0.31%
-$1,737.19
Evergy Inc. logo
EVRG Evergy Inc.
-0.29%
-$3,494.61
First Trust Large Cap Value AlphaDEX Fund logo
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$8,306.24
PIMCO Corporate & Income Opportunity Fund logo
PTY PIMCO Corporate & Income Opportunity Fund
-0.26%
-$660
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.24%
-$2,530.77
John Hancock Multifactor Small Cap ETF logo
JHSC John Hancock Multifactor Small Cap ETF
-0.23%
-$884.95
Principal Financial Group, Inc. logo
PFG Principal Financial Group, Inc.
-0.22%
-$498.25
Fidelity S&P 500 Dividend Aristocrats ETF logo
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$2,402.51
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,270.69
Vanguard S&P 500 Value ETF logo
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$8,019.78
VANGUARD SMALL-CAP VALUE ETF logo
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$606.72
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$2,123.05
PIMCO Multisector Bond Active ETF logo
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$5,062.45
First Trust Value Line Dividend Index Fund logo
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$5,315.94
Vanguard Core-Plus Bond ETF logo
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$4,543.02
Eastman Chemical Company logo
EMN Eastman Chemical Company
-0.17%
-$1,525.56
Vanguard Intermediate-Term Treasury Fund logo
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$918.6
First Trust TCW Opportunistic Fixed Income Fund logo
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$8,050.14
Vanguard Intermediate-Term Corporate Bond Fund logo
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,881.72
FT Vest Laddered Autocallable Barrier & Resilient Income ETF logo
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
-0.15%
-$381.06
iShares 3-7 Year Treasury Bond ETF logo
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$1,111.04
First Trust Europe AlphaDEX Fund logo
FEP First Trust Europe AlphaDEX Fund
-0.14%
-$959.03
Constellation Brands, Inc. logo
STZ Constellation Brands, Inc.
-0.12%
-$314.85
Citizens Financial Group, Inc. logo
CFG Citizens Financial Group, Inc.
-0.11%
-$567.6
First Trust Alternative Absolute Return Strategy ETF logo
FAAR First Trust Alternative Absolute Return Strategy ETF
-0.11%
-$472.22
First Trust Emerging Markets Local Currency Bond ETF logo
FEMB First Trust Emerging Markets Local Currency Bond ETF
-0.1%
-$2,349.66
First Trust Intermediate Duration Investment Grade Corporate ETF logo
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.1%
-$1,429.78
FT Vest Laddered Autocallable Barrier & Income ETF logo
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$6,972.02
First Trust Low Duration Opportunities ETF logo
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$710.84
Main Street Capital Corporation logo
MAIN Main Street Capital Corporation
-0.06%
-$183
First Trust Limited Duration Investment Grade Corporate ETF logo
FSIG First Trust Limited Duration Investment Grade Corporate ETF
-0.05%
-$524.12
Vanguard Short-Term Treasury Fund logo
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$476.82
FT Tactical High Yield ETF logo
HYLS FT Tactical High Yield ETF
-0.05%
-$126.74
Vanguard Emerging Markets Government Bond Fund logo
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$1,782.84
Visa Inc. Class A logo
V Visa Inc. Class A
-0.04%
-$355.29
VanEck Fallen Angel High Yield Bond ETF logo
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$1,272.12
John Hancock Multifactor Mid Cap ETF logo
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$495.9
Loading...

Dividends

Dividend Analysis

Yearly
$
Trades
1960
Longs Won
1335/1960 68%
Profit Factor
5.44
Profitability
Shorts Won
0/0 0%
Standard Deviation
$145,919.68
Average Win
$67,286.63
Best Trade
(Aug 14) $2.58M
Sharpe Ratio
-10.04
Average Loss
-$26,412.67
Worst Trade
(Aug 25) -$985,082.07
Z-Score
1.25 (79%)
Commissions
$0
Avg. Trade Length
1y 2d
Expectancy
$36,685.43
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 12,658 11,392 10,127 8,861 7,595 6,329 5,063 3,797 2,532 1,266
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
19,121 $4.71M $5.91M - $1.2M 25.46%
-7.354%
AbbVie Inc. logo
ABBV AbbVie Inc.
3,324 $762,187.84 $834,124.56 - $71,936.72 9.44%
-2.513%
Abbott Laboratories logo
ABT Abbott Laboratories
23,021 $2.31M $2.43M - $127,760.01 5.54%
+0.085%
FT Vest Laddered Autocallable Barrier & Income ETF logo
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
348,601 $7.25M $7.21M - -$34,903.33 -0.48%
-0.097%
FT Vest Laddered Autocallable Barrier & Resilient Income ETF logo
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
12,702 $260,900 $260,009.94 - -$890.06 -0.34%
-0.146%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
4,681 $1.09M $1.72M - $628,345.23 57.57%
+0.202%
First Trust Active Factor Large Cap ETF logo
AFLG First Trust Active Factor Large Cap ETF
91,041 $3.19M $4M - $819,008.05 25.71%
+0.503%
Arthur J. Gallagher & Co. logo
AJG Arthur J. Gallagher & Co.
9,216 $2.42M $2.3M - -$121,700.83 -5.03%
-2.745%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
1,550 $529,812.6 $786,888.52 - $257,075.92 48.52%
+1.176%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
2,601 $1.51M $1.24M - -$272,479.88 -18.03%
-1.904%
Amgen Inc. logo
AMGN Amgen Inc.
1,787 $593,993.99 $688,280.92 - $94,286.93 15.87%
-0.64%
Amazon.com Inc logo
AMZN Amazon.com Inc
23,100 $4.86M $6.27M - $1.41M 28.97%
+15.321%
VanEck Fallen Angel High Yield Bond ETF logo
ANGL VanEck Fallen Angel High Yield Bond ETF
127,212 $3.73M $3.68M - -$49,560.72 -1.33%
-0.035%
Broadcom Inc. logo
AVGO Broadcom Inc.
8,664 $1.89M $3.37M - $1.48M 78.38%
+0.371%
AstraZeneca PLC American Depositary Shares logo
AZN AstraZeneca PLC American Depositary Shares
10,885 $2.15M $1.85M - -$300,255.47 -13.99%
-0.992%
Bank of America Corporation logo
BAC Bank of America Corporation
31,516 $976,540.96 $1.95M - $975,875.24 99.93%
+0.356%
Beta Bionics Inc. logo
BBNX Beta Bionics Inc.
10,000 $170,000 $128,300 - -$41,700 -24.53%
-10.091%
BlackRock Floating Rate Income Trust logo
BGT BlackRock Floating Rate Income Trust
20,000 $255,200 $216,600 - -$38,600 -15.13%
+0.744%
SPDR Bloomberg 1-3 Month T-Bill ETF logo
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
76,972 $7.06M $7.06M - -$4,758.71 -0.07%
+0.033%
SPDR Bloomberg 3-12 Month T-Bill ETF logo
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
13,253 $1.32M $1.32M - -$61.13 -
+0.02%
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FAQ
Which stocks have generated the highest profits for Michael G. Hansen?
The largest contributions to the portfolio's profits come from the following stocks: First Trust TCW Opportunistic Fixed Income Fund - $1.3M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.22M, Tesla, Inc - $1.18M, Micron Technology, Inc - $1.17M, and SPDR S&P 500 ETF Trust - $1.16M. 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: Novo Nordisk A/S Sponsored ADR - $786,790.11, UnitedHealth Group Incorporated - $311,484.14, Diageo plc Sponsored ADR - $289,539.67, T-Mobile US, Inc - $194,666.88, and PayPal Holdings Inc - $168,438. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael G. Hansen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.96M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $1.22M, SPDR Bloomberg 3-12 Month T-Bill ETF - $843,317.63, United Parcel Service, Inc - $839,109.12, First Trust TCW Opportunistic Fixed Income Fund - $800,321.53, and First Trust Core Investment Grade ETF - $329,444.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael G. Hansen's monthly returns?
Michael G. Hansen's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Michael G. Hansen's strategy be considered aggressive or moderate?
Michael G. Hansen's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Michael G. Hansen's strategy?
Michael G. Hansen's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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