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
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:
47.13%
Gain +0.61%
Monthly
0.88%
Yearly
11.03%
Drawdown
17.23%
$346.5M
Equity
Holdings
$346.5M
Investment
$304.13M
$74.03M
Profit +$1.42M
Realized
$30.66M
Unrealized
$43.37M
Dividends
$17.08M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.61%
Profit
$1.42M
Win %
71%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$755,074.37
Win %
71%
This Month
Compared to last month
Gain
1.35%
Profit
$4.6M
Win %
71%
This Year
Compared to last year
Gain
1.17%
Profit
$4.12M
Win %
69%
AJG Arthur J. Gallagher & Co.
+5.51%
+$99,791.54 
HLT Hilton Worldwide Holdings Inc.
+4.57%
+$39,592.17 
HD The Home Depot, Inc.
+4.31%
+$82,986.74 
MCHP Microchip Technology Incorporated
+4.22%
+$51,705.78 
SYK Stryker Corporation
+4.12%
+$40,994.95 
LOW Lowe's Companies Inc.
+3.94%
+$39,895.44 
WM Waste Management, Inc.
+3.91%
+$46,377.8 
LLY Eli Lilly and Company
+3.55%
+$59,503.56 
CMCSA Comcast Corp
+3.42%
+$38,756.16 
SLV iShares Silver Trust
+3.38%
+$9,545.5 
QCOM QUALCOMM Incorporated
+3.35%
+$20,114.37 
HAS Hasbro Inc.
+3.09%
+$23,511.5 
UNH UnitedHealth Group Incorporated
+2.79%
+$28,984.18 
NTES NetEase, Inc. American Depositary Receipt
+2.73%
+$34,729.5 
ROP Roper Technologies Inc.
+2.62%
+$25,327.23 
BBNX Beta Bionics Inc.
+2.61%
+$4,400 
GILD Gilead Sciences Inc.
+2.49%
+$83,547.62 
DD DuPont de Nemours, Inc.
+2.43%
+$29,387.37 
UAL United Airlines Holdings, Inc.
+2.37%
+$17,173.8 
WFC Wells Fargo & Company
+2.29%
+$56,240 
ABT Abbott Laboratories
+2.29%
+$42,503.76 
FXH First Trust Health Care AlphaDEX Fund
+2.2%
+$12,307.6 
BMY Bristol-Myers Squibb Company
+2.18%
+$32,203.56 
UPS United Parcel Service, Inc.
+2.14%
+$59,886.65 
V Visa Inc. Class A
+2.13%
+$22,613.79 
CTAS Cintas Corporation
+2.12%
+$21,405.75 
RHP Ryman Hospitality Properties, Inc.
+2.09%
+$14,284.06 
BWXT Bwx Technologies Inc.
+2.05%
+$19,239.96 
USB U.S. Bancorp
+2.01%
+$37,227.85 
LMT Lockheed Martin Corporation
+1.99%
+$16,229.21 
AMGN Amgen Inc.
+1.86%
+$12,133.44 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+1.82%
+$11,359.76 
IAU iShares Gold Trust
+1.82%
+$3,858.4 
GLD SPDR Gold Shares
+1.79%
+$6,780.48 
MCD McDonald's Corporation
+1.76%
+$31,743.44 
SCI Service Corporation International
+1.75%
+$21,308.7 
GE General Electric Company
+1.62%
+$13,470.93 
TRV The Travelers Companies, Inc.
+1.61%
+$13,669.66 
RF Regions Financial Corporation
+1.56%
+$12,254.34 
JHSC John Hancock Multifactor Small Cap ETF
+1.56%
+$5,653.02 
DIS The Walt Disney Company
+1.55%
+$12,252.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.54%
+$4,588.32 
WMT Walmart Inc.
+1.47%
+$21,905.1 
XLC Communication Services Select Sector SPDR Fund
+1.46%
+$2,950.02 
MAIN Main Street Capital Corporation
+1.44%
+$4,697 
CFG Citizens Financial Group, Inc.
+1.37%
+$9,183.94 
CME CME Group Inc.
+1.35%
+$8,061.19 
TEL TE Connectivity plc
+1.3%
+$15,653.68 
FTCS First Trust Capital Strength ETF
+1.3%
+$24,949.15 
LHX L3Harris Technologies, Inc.
+1.26%
+$29,160 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.26%
+$33,258.08 
URI United Rentals, Inc.
+1.23%
+$11,876.06 
JHMM John Hancock Multifactor Mid Cap ETF
+1.23%
+$37,867.68 
TJX The TJX Companies, Inc.
+1.23%
+$10,991.75 
FEP First Trust Europe AlphaDEX Fund
+1.22%
+$4,811 
LGOV First Trust Long Duration Opportunities ETF
+1.16%
+$7,111.37 
FTGS First Trust Growth Strength ETF
+1.12%
+$31,299.53 
MSFT Microsoft Corp.
+1.08%
+$97,422.25 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.07%
+$35,653.2 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.07%
+$11,814.76 
FVD First Trust Value Line Dividend Index Fund
+1.03%
+$21,279.5 
FDN First Trust Dow Jones Internet Index Fund
+1.02%
+$14,998.5 
RDVY First Trust Rising Dividend Achievers ETF
+1.01%
+$77,319.2 
HWM Howmet Aerospace Inc.
+0.99%
+$8,382.96 
MO Altria Group, Inc.
+0.97%
+$8,591.71 
EFA iShares MSCI EAFE ETF
+0.9%
+$1,856.56 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$3,357.75 
JHMD John Hancock Multifactor Developed International ETF
+0.75%
+$22,077.66 
VOOV Vanguard S&P 500 Value ETF
+0.72%
+$14,554.27 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.71%
+$19,453.12 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$7,369.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.68%
+$2,942.03 
HODL VanEck Bitcoin ETF
+0.65%
+$2,056.35 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.63%
+$11,438 
XYL Xylem Inc.
+0.61%
+$3,470.04 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.61%
+$1,936.57 
BAC Bank of America Corporation
+0.6%
+$8,387.36 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.59%
+$1,337.19 
XLSR SPDR SSGA US Sector Rotation ETF
+0.55%
+$1,747.51 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.53%
+$5,682.28 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.51%
+$9,600.41 
XLI Industrial Select Sector SPDR Fund
+0.51%
+$1,189.15 
GOOGL Alphabet Inc
+0.45%
+$7,670.85 
FTCB First Trust Core Investment Grade ETF
+0.45%
+$18,455.4 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.43%
+$3,380.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$1,324.41 
AFLG First Trust Active Factor Large Cap ETF
+0.4%
+$14,236.2 
PYLD PIMCO Multisector Bond Active ETF
+0.39%
+$14,803.2 
EIX Edison International
+0.38%
+$2,646.84 
GOOG Alphabet Inc
+0.37%
+$15,937.87 
PG Procter & Gamble Co
+0.35%
+$10,489.09 
FDT First Trust Developed Markets ex-US Fund
+0.35%
+$2,973.26 
HYLS FT Tactical High Yield ETF
+0.3%
+$654.24 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$34,069.52 
VOO Vanguard S&P 500 ETF
+0.28%
+$6,613.97 
AMZN Amazon.com Inc
+0.27%
+$14,570.1 
IVV iShares Core S&P 500 ETF
+0.27%
+$778.31 
RTX RTX Corporation
+0.26%
+$1,842.72 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.22%
+$1,618.6 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.2%
+$442.31 
BUFG FT Vest Buffered Allocation Fund
+0.18%
+$1,457.56 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.17%
+$738.6 
BUFR FT Vestladder Buffer ETF-USD I
+0.16%
+$11,100.36 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.15%
+$4,087.93 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$833.4 
NEAR iShares Short Maturity Bond ETF
+0.1%
+$705 
ADI Analog Devices, Inc.
+0.09%
+$1,798.97 
LMBS First Trust Low Duration Opportunities ETF
+0.09%
+$654.03 
SBAR Simplify Barrier Income ETF
+0.08%
+$980.66 
JPM JPMorgan Chase & Co.
+0.07%
+$2,901 
FTSL First Trust Senior Loan ETF
+0.07%
+$186.96 
BUFQ FT Nasdaq Buffer ETF July.
+0.05%
+$3,261.36 
EQIX Equinix, Inc.
+0.04%
+$339.13 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,759.8 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$379.05 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$139.65 
FTSM First Trust Enhanced Short Maturity Fund
+0.02%
+$127.95 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$180.76 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.01%
+$138.92 
SGVT Schwab Government Money Market ETF
+0.01%
+$21.57 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
ETR Entergy Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
MA Mastercard Incorporated
0%
$0 
SOLS Sollensys Corp
0%
$0 
TM Toyota Motor Corporation
0%
+$0.03 
JHMB John Hancock Mortgage-Backed Securities ETF
0%
$0 
JHHY John Hancock High Yield ETF
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
0%
$0 FAI
FAI
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 JDVL
JDVL
0%
$0 
HONIV Honeywell International Inc.
-5.76%
-$91,099.96 
CSCO Cisco Systems, Inc.
-3.33%
-$66,173.4 
FJP First Trust Japan AlphaDEX Fund
-2.91%
-$14,674.51 
PM Philip Morris International Inc.
-2.76%
-$48,899.21 
PSX Phillips 66
-2.72%
-$27,878.11 
NVDA NVIDIA Corporation
-1.84%
-$137,350.29 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.8%
-$45,229 
CAT Caterpillar Inc.
-1.78%
-$4,895.77 
ETN Eaton Corporation plc
-1.56%
-$3,560.82 
AMD Advanced Micro Devices, Inc.
-1.5%
-$10,720.36 
IYZ iShares U.S. Telecommunications ETF
-1.36%
-$10,623.25 
EVRG Evergy Inc.
-1.33%
-$17,789.2 
XOM Exxon Mobil Corporation
-1.32%
-$5,146.98 
TSLA Tesla, Inc.
-1.29%
-$17,794.4 
PANW Palo Alto Networks, Inc.
-1.27%
-$10,203.07 
XCEM Columbia EM Core ex-China ETF
-1.23%
-$39,441.99 
CVX Chevron Corporation
-1.23%
-$27,028.47 
CTA Simplify Managed Futures Strategy ETF
-1.21%
-$12,203.64 
SPMO Invesco S&P 500 Momentum ETF
-0.69%
-$12,194.12 
XLK State Street Technology Select Sector SPDR ETF
-0.65%
-$4,043.64 
KR Kroger Co.
-0.6%
-$3,764.66 
RSMV Relative Strength Managed Volatility Strategy ETF
-0.58%
-$2,482.85 
AVGO Broadcom Inc.
-0.56%
-$19,520.74 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-0.46%
-$3,580.05 
COP ConocoPhillips
-0.43%
-$6,496.5 
COST Costco Wholesale Corporation
-0.41%
-$2,792.99 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.4%
-$947.13 
PNC The PNC Financial Services Group, Inc.
-0.4%
-$6,996.96 
AAPL Apple Inc.
-0.28%
-$26,281.92 
JNJ Johnson & Johnson
-0.25%
-$3,545.01 
PLTR Palantir Technologies Inc.
-0.23%
-$5,149.32 
MAGS Roundhill Magnificent Seven Fund
-0.22%
-$1,197.76 
SPEM SPDR Portfolio Emerging Markets ETF
-0.21%
-$489.83 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.2%
-$3,059.7 
IGM iShares Expanded Tech Sector ETF
-0.2%
-$1,435.83 
LALT First Trust Multi-Strategy Alternative ETF
-0.2%
-$2,563.7 
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$424.93 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$22,253.98 
XLG Invesco S&P 500 Top 50 ETF
-0.12%
-$2,986.4 
QQQM Invesco NASDAQ 100 ETF
-0.11%
-$4,599.72 
META Meta Platforms Inc Class A
-0.11%
-$5,188.2 
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund
-0.11%
-$3,010.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.11%
-$1,182.75 
VUG Vanguard Growth ETF
-0.1%
-$260.37 
SRE Sempra
-0.07%
-$949.44 
BRK-B Berkshire Hathaway Inc.
-0.06%
-$1,218.29 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
-0.05%
-$4,293.23 
VZ Verizon Communications Inc.
-0.04%
-$398.14 
VOOG Vanguard S&P 500 Growth ETF
-0.04%
-$2,270.31 
SHEL Shell plc
-0.03%
-$597.15 
ABBV AbbVie Inc.
-0.03%
-$253.82 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2138 | Longs Won 1455/2138 68% | Profit Factor 5.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $136,516.44 |
| Average Win $64,085.63 | Best Trade (Oct 16) $2.1M | Sharpe Ratio -10.4 |
| Average Loss -$26,054.4 | Worst Trade (Oct 16) -$1.08M | Z-Score 4.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 4d | Expectancy $34,627.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,377 | $7.46M | $9.36M | - | $1.91M | 25.55% | -0.28% |
| ABBV AbbVie Inc. | 3,172 | $726,981.77 | $898,944.77 | - | $171,963 | 23.65% | -0.028% |
| ABT Abbott Laboratories | 18,164 | $1.84M | $1.9M | - | $66,248.21 | 3.61% | +2.286% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 869,068 | $18.1M | $18.02M | - | -$79,974.55 | -0.44% | 0.0 |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 429,323 | $8.83M | $8.78M | - | -$51,032.64 | -0.58% | -0.049% |
| ADI Analog Devices, Inc. | 4,734 | $1.11M | $1.91M | - | $799,765.63 | 71.89% | +0.094% |
| AFLG First Trust Active Factor Large Cap ETF | 79,090 | $2.78M | $3.57M | - | $790,029.79 | 28.39% | +0.4% |
| AJG Arthur J. Gallagher & Co. | 7,641 | $2.04M | $1.91M | - | -$125,211.94 | -6.15% | +5.51% |
| AMD Advanced Micro Devices, Inc. | 1,248 | $724,975.24 | $701,663.02 | - | -$23,312.22 | -3.22% | -1.505% |
| AMGN Amgen Inc. | 1,532 | $510,507.56 | $664,933.96 | - | $154,426.4 | 30.25% | +1.859% |
| AMZN Amazon.com Inc | 21,427 | $4.54M | $5.46M | - | $917,721.43 | 20.21% | +0.268% |
| AVGO Broadcom Inc. | 10,167 | $2.42M | $3.5M | - | $1.08M | 44.74% | -0.555% |
| AZN AstraZeneca PLC American Depositary Shares | 10,855 | $2.14M | $1.76M | - | -$382,034.5 | -17.84% | 0.0 |
| BAC Bank of America Corporation | 27,056 | $854,426.16 | $1.4M | - | $544,369.04 | 63.71% | +0.603% |
| BBNX Beta Bionics Inc. | 10,000 | $170,000 | $173,100 | - | $3,100 | 1.82% | +2.608% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 70,392 | $6.46M | $6.44M | - | -$14,012.01 | -0.22% | +0.027% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 12,051 | $1.2M | $1.2M | - | -$3,144.58 | -0.26% | +0.015% |
| BMY Bristol-Myers Squibb Company | 24,964 | $1.56M | $1.51M | - | -$45,683.52 | -2.93% | +2.176% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 31,376 | $2.73M | $2.76M | - | $28,550.4 | 1.05% | +0.71% |
| BRK-B Berkshire Hathaway Inc. | 4,201 | $2.06M | $2.21M | - | $146,918.97 | 7.12% | -0.055% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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: FT NASDAQ Technology Dividend Index Fund - $1.37M, Invesco QQQ Trust, Series 1 - $1.37M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.25M, SPDR S&P 500 ETF Trust - $1.19M, and Tesla, Inc - $1.19M. 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 - $300,477.6, Diageo plc Sponsored ADR - $289,539.67, T-Mobile US, Inc - $194,666.88, and Constellation Brands, Inc - $174,297.24. 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 $17.08M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $1.25M, United Parcel Service, Inc - $887,000.4, SPDR Bloomberg 3-12 Month T-Bill ETF - $847,482.52, First Trust TCW Opportunistic Fixed Income Fund - $819,296.86, and First Trust Core Investment Grade ETF - $359,909.44. 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.
2026 © Marketlog. All Rights Reserved.
