Michael Hackman Portfolio
Invests via HFG Advisors Inc. | Managed by Michael Hackman
Invests via HFG Advisors Inc.
Managed by Michael Hackman
Automatically Tracked
Michael Hackman Profile
Michael Hackman is a seasoned operating executive with a robust track record in corporate leadership and strategic development. His extensive experience encompasses steering growth initiatives across diverse sectors, enhancing operational efficiencies, and driving profitability for established businesses. With a background rooted in technology commercialization and product innovation, he effectively aligns organizational resources to capitalize on emerging market trends. Michael's collaborative approach fosters partnerships that catalyze transformational changes within companies, positioning them for long-term success. His influence extends beyond individual organizations as he actively engages with industry groups to promote best practices in operational excellence.
Michael Hackman is a seasoned operating executive with a robust track record in corporate leadership and strategic development. His extensive experience encompasses steering growth initiatives across diverse sectors, enhancing operational efficiencies, and driving profitability for established businesses. With a background rooted in technology commercialization and product innovation, he effectively aligns organizational resources to capitalize on emerging market trends. Michael's collaborative approach fosters partnerships that catalyze transformational changes within companies, positioning them for long-term success. His influence extends beyond individual organizations as he actively engages with industry groups to promote best practices in operational excellence.
Investment Philosophy & Strategy
Adopting an entrepreneurial lens, Michael Hackman leverages his leadership experience to identify transformative growth opportunities in dynamic sectors. His strategic insight allows for a calculated approach to capital deployment, ensuring that investments align with innovation and operational efficiency. By prioritizing collaboration and industry partnerships, he not only enhances competitive positioning but also cultivates a robust network aimed at driving market evolution. This methodology enables organizations under his influence to adapt swiftly while achieving sustainable profitability through meticulous execution of growth strategies.
Adopting an entrepreneurial lens, Michael Hackman leverages his leadership experience to identify transformative growth opportunities in dynamic sectors. His strategic insight allows for a calculated approach to capital deployment, ensuring that investments align with innovation and operational efficiency. By prioritizing collaboration and industry partnerships, he not only enhances competitive positioning but also cultivates a robust network aimed at driving market evolution. This methodology enables organizations under his influence to adapt swiftly while achieving sustainable profitability through meticulous execution of growth strategies.
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:
66.62%
Gain -0.22%
Monthly
0.84%
Yearly
10.53%
Drawdown
20.2%
$157.96M
Equity
Holdings
$157.96M
Investment
$116.67M
$43.46M
Profit -$217,442.9
Realized
$2.16M
Unrealized
$41.29M
Dividends
$9.34M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$217,442.9
Win %
89%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$526,478.35
Win %
89%
This Month
Compared to last month
Gain
-1.63%
Profit
-$2.61M
Win %
89%
This Year
Compared to last year
Gain
11.42%
Profit
$16.18M
Win %
86%
VG Venture Global Inc.
+4.31%
+$18,469.99 
AVGO Broadcom Inc.
+2.24%
+$19,151.33 
GEV GE Vernova Inc.
+1.71%
+$20,283.2 
MSFT Microsoft Corp.
+1.71%
+$26,262.37 
GOOG Alphabet Inc
+1.53%
+$7,986.24 
EPD Enterprise Products Partners L.P.
+1.47%
+$16,987.6 
GOOGL Alphabet Inc
+1.46%
+$32,235.06 
FXL First Trust Technology AlphaDEX Fund
+1.01%
+$4,021.1 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.01%
+$4,327.66 
XOM Exxon Mobil Corporation
+0.9%
+$1,726.34 
FTXN First Trust Nasdaq Oil & Gas ETF
+0.86%
+$2,920.36 
AMZN Amazon.com Inc
+0.77%
+$4,775 
RTX RTX Corporation
+0.64%
+$3,308.7 
COPX Global X Copper Miners ETF
+0.63%
+$2,137.62 
EEM iShares MSCI Emerging Markets ETF
+0.58%
+$20,629.72 
XLK State Street Technology Select Sector SPDR ETF
+0.55%
+$1,515.14 
MA Mastercard Incorporated
+0.53%
+$1,412.03 
VGT Vanguard Information Technology ETF
+0.52%
+$1,434.88 
FDN First Trust Dow Jones Internet Index Fund
+0.47%
+$6,960.24 
FXN First Trust Energy AlphaDEX Fund
+0.45%
+$1,044.14 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.44%
+$2,095.68 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$56,061.49 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$6,564.21 
META Meta Platforms Inc Class A
+0.35%
+$927.71 
PWB Invesco Large Cap Growth ETF
+0.31%
+$1,848.04 
IWF iShares Russell 1000 Growth ETF
+0.3%
+$4,631.04 
CINF Cincinnati Financial Corporation
+0.29%
+$1,508.91 
IWP iShares Russell Mid-Cap Growth ETF
+0.28%
+$875.55 
NVDA NVIDIA Corporation
+0.26%
+$1,876.24 
VONG Vanguard Russell 1000 Growth Fund
+0.26%
+$1,038.87 
BUFQ FT Nasdaq Buffer ETF July.
+0.18%
+$1,134.91 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$11,814.76 
ET Energy Transfer L.P.
+0.17%
+$1,831.69 
FV First Trust Dorsey Wright Focus 5 ETF
+0.12%
+$12,213.14 
LMT Lockheed Martin Corporation
+0.11%
+$197.78 
CGGR Capital Group Growth ETF
+0.1%
+$649.35 
TTE TotalEnergies SE
+0.09%
+$267.75 
CVS CVS Health Corporation
+0.05%
+$190.63 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.05%
+$1,413.52 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.04%
+$1,182.29 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$320.1 
PAAA PGIM AAA CLO ETF
+0.01%
+$128.54 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$21.2 
MPLX MPLX LP
+0.01%
+$20.25 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$9.94 
SHV iShares Short Treasury Bond ETF
+0.01%
+$92.14 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPS United Parcel Service, Inc.
-4.12%
-$12,241.4 
GE General Electric Company
-2.44%
-$40,111.45 
AAPL Apple Inc.
-2.09%
-$37,901.35 
MRK Merck & Co., Inc.
-2.08%
-$5,178.1 
LLY Eli Lilly and Company
-2.04%
-$10,044.55 
UNP Union Pacific Corporation
-1.89%
-$5,207.52 
MFC Manulife Financial Corporation
-1.87%
-$5,157.27 
RIO Rio Tinto Plc Sponsored ADR
-1.48%
-$4,986.54 
JNJ Johnson & Johnson
-1.43%
-$7,290.89 
FHN First Horizon Corporation
-1.42%
-$5,818.1 
WFC Wells Fargo & Company
-1.22%
-$3,954.72 
LNC Lincoln National Corporation
-1.11%
-$10,943.48 
PG Procter & Gamble Co
-0.96%
-$27,930.4 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.95%
-$5,320.97 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.88%
-$12,275.33 
VIS Vanguard Industrials ETF
-0.84%
-$2,629.33 
FITB Fifth Third Bancorp
-0.84%
-$7,623.23 
JPM JPMorgan Chase & Co.
-0.77%
-$2,737.69 
IYM iShares U.S. Basic Materials ETF
-0.75%
-$3,361.68 
IYJ iShares U.S. Industrials ETF
-0.75%
-$1,656.76 
SPLV Invesco S&P 500 Low Volatility ETF
-0.71%
-$1,907.5 
FXU First Trust Utilities AlphaDEX Fund
-0.69%
-$7,904.32 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$7,393.65 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.65%
-$5,083 
FEP First Trust Europe AlphaDEX Fund
-0.64%
-$4,246.86 
DFSV Dimensional US Small Cap Value ETF
-0.63%
-$12,074.75 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.62%
-$38,510.01 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$4,759.6 
EFA iShares MSCI EAFE ETF
-0.61%
-$18,121.95 
DGRO iShares Core Dividend Growth ETF
-0.58%
-$2,121.32 
VOOV Vanguard S&P 500 Value ETF
-0.58%
-$16,976.13 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$1,209.6 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$6,113.1 
PM Philip Morris International Inc.
-0.54%
-$1,442.48 
FAB First Trust Multi-Cap Value Fund
-0.53%
-$2,252.25 
ABBV AbbVie Inc.
-0.52%
-$3,290.76 
IYF iShares U.S. Financials ETF
-0.52%
-$4,816.89 
AMGN Amgen Inc.
-0.51%
-$1,216.36 
FTCS First Trust Capital Strength ETF
-0.5%
-$4,639.99 
VOE Vanguard Mid-Cap Value ETF
-0.49%
-$33,232.32 
AFL Aflac Inc.
-0.42%
-$1,279.95 
HDV iShares Core High Dividend ETF
-0.41%
-$10,278.12 
FYC First Trust Small Cap Growth Fund
-0.41%
-$11,332.72 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
-0.4%
-$2,029.29 
FXO First Trust Financials AlphaDEX Fund
-0.4%
-$5,826.41 
IJR iShares Core S&P Small-Cap ETF
-0.39%
-$3,132.15 
FEX First Trust Large Cap Core Fund A
-0.31%
-$1,837.28 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.31%
-$751.67 
VTWO Vanguard Russell 2000 ETF
-0.3%
-$975.6 
RDVY First Trust Rising Dividend Achievers ETF
-0.28%
-$28,439.1 
BND Vanguard Total Bond Market Index Fund
-0.28%
-$7,200.9 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$806.66 
IWM iShares Russell 2000 ETF
-0.27%
-$2,897.68 
VO Vanguard Mid-Cap ETF
-0.24%
-$552.24 
MISL First Trust Indxx Aerospace & Defense ETF
-0.23%
-$1,428.8 
IWO iShares Russell 2000 Growth ETF
-0.23%
-$666.4 
CGDV Capital Group Dividend Value ETF
-0.21%
-$870.7 
FTC First Trust Large Cap Growth Fund
-0.18%
-$6,265.87 
FLXR TCW Flexible Income ETF
-0.17%
-$574.86 
ORI Old Republic International Corp.
-0.15%
-$850.46 
CGUS Capital Group Core Equity ETF
-0.11%
-$496.25 
PFF iShares Preferred and Income Securities ETF
-0.1%
-$1,661.82 
IWB iShares Russell 1000 ETF
-0.07%
-$3,576.9 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$1,609.59 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$142.8 
VOO Vanguard S&P 500 ETF
-0.05%
-$1,140.26 
IVV iShares Core S&P 500 ETF
-0.04%
-$722.88 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$175.74 
FPE First Trust Preferred Securities and Income ETF
-0.03%
-$58.36 
CB Chubb Limited
-0.01%
-$24.68 Events
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Dividends
Dividend Analysis
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| Trades 1194 | Longs Won 816/1194 68% | Profit Factor 8.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $194,095.87 |
| Average Win $60,630.86 | Best Trade (Jul 20) $5.17M | Sharpe Ratio -9.94 |
| Average Loss -$15,919.29 | Worst Trade (Jul 24) -$382,375.7 | Z-Score 15.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m | Expectancy $36,396.39 |
| 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 | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Michael Hackman?
The largest contributions to the portfolio's profits come from the following stocks: First Trust Morningstar Dividend Leaders Index Fund - $998,901.75, VANGUARD SMALL-CAP VALUE ETF - $700,206.08, Chord Energy Corp - $480,327.8, Invesco QQQ Trust, Series 1 - $459,509.3, and Energy Transfer L.P - $449,443.31. 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: Alphabet Inc - $286,293.66, First Trust Technology AlphaDEX Fund - $277,072.04, SPDR Bloomberg High Yield Bond ETF - $255,596.78, iShares Core U.S. Aggregate Bond ETF - $247,515.96, and First Trust TCW Opportunistic Fixed Income Fund - $172,320.14. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Hackman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.34M earned over time. The largest contributors to dividend income include First Trust Morningstar Dividend Leaders Index Fund - $850,839.74, iShares Preferred and Income Securities ETF - $476,015.29, Vanguard Mid-Cap Value ETF - $427,071.26, iShares iBoxx $ High Yield Corporate Bond ETF - $411,449.86, and First Trust Rising Dividend Achievers ETF - $364,896.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Hackman's monthly returns?
Michael Hackman'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 Michael Hackman's strategy be considered aggressive or moderate?
Michael Hackman'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 Michael Hackman's strategy?
Michael Hackman'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.
