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:
75.97%
Gain -1.74%
Monthly
0.84%
Yearly
10.59%
Drawdown
20.41%
$160.1M
Equity
Holdings
$160.1M
Investment
$117.85M
$45.1M
Profit -$1.8M
Realized
$2.86M
Unrealized
$42.25M
Dividends
$9.51M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.74%
Profit
-$1.8M
Win %
87%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$1.85M
Win %
87%
This Month
Compared to last month
Gain
-0.71%
Profit
-$1.14M
Win %
87%
This Year
Compared to last year
Gain
-0.15%
Profit
-$221,369.4
Win %
84%
JBS JBS N.V.
+3.94%
+$6,066.36 
FBT First Trust NYSE Arca Biotechnology Index Fund
+3.1%
+$24,208.06 
IWP iShares Russell Mid-Cap Growth ETF
+2.46%
+$7,006.5 
FXL First Trust Technology AlphaDEX Fund
+2.36%
+$10,180 
NVDA NVIDIA Corporation
+2.27%
+$14,810.6 
COPX Global X Copper Miners ETF
+2.25%
+$9,015.19 
IYM iShares U.S. Basic Materials ETF
+2.19%
+$10,407.07 
FDN First Trust Dow Jones Internet Index Fund
+2.1%
+$33,123.65 
FV First Trust Dorsey Wright Focus 5 ETF
+1.9%
+$195,399 
AVGO Broadcom Inc.
+1.71%
+$7,362.56 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.7%
+$7,594.89 
VGT Vanguard Information Technology ETF
+1.55%
+$4,499.2 
IWO iShares Russell 2000 Growth ETF
+1.53%
+$4,602.07 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
+1.49%
+$7,717.09 
RIO Rio Tinto Plc Sponsored ADR
+1.46%
+$7,640.04 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$4,123.68 
VOT Vanguard Mid-Cap Growth ETF
+1.41%
+$96,402.77 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+1.41%
+$3,123.01 
VB Vanguard Small-Cap ETF
+1.37%
+$2,882.74 
IJH iShares Core S&P Mid-Cap ETF
+1.35%
+$15,925.52 
FTC First Trust Large Cap Growth Fund
+1.26%
+$46,933.35 
UPS United Parcel Service, Inc.
+1.26%
+$3,281.2 
IWR iShares Russell Mid-Cap ETF
+1.2%
+$2,571.46 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$148,233.98 
IWM iShares Russell 2000 ETF
+1.11%
+$11,538.66 
EFA iShares MSCI EAFE ETF
+1.11%
+$35,066.92 
VTWO Vanguard Russell 2000 ETF
+1.09%
+$3,577.2 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$2,441.6 
EEM iShares MSCI Emerging Markets ETF
+0.95%
+$35,350.09 
IWF iShares Russell 1000 Growth ETF
+0.89%
+$14,414.4 
ABBV AbbVie Inc.
+0.89%
+$6,453.56 
C Citigroup Inc.
+0.88%
+$1,707.45 
VONG Vanguard Russell 1000 Growth Fund
+0.88%
+$4,043.2 
JNJ Johnson & Johnson
+0.88%
+$4,576.46 
CGGR Capital Group Growth ETF
+0.86%
+$5,772 
AMZN Amazon.com Inc
+0.81%
+$3,614.16 
DUK Duke Energy Corporation
+0.77%
+$2,150.8 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.76%
+$10,755.09 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$6,225.88 
IWB iShares Russell 1000 ETF
+0.75%
+$37,677.03 
FEX First Trust Large Cap Core Fund A
+0.74%
+$4,442.79 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.72%
+$4,156.01 
ELV Elevance Health, Inc.
+0.71%
+$1,694.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$19,040.41 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.7%
+$3,516.52 
VOOG Vanguard S&P 500 Growth ETF
+0.68%
+$12,482.76 
FYC First Trust Small Cap Growth Fund
+0.67%
+$19,502.95 
VO Vanguard Mid-Cap ETF
+0.67%
+$1,557.6 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.62%
+$39,406.4 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$1,598 
BUFQ FT Nasdaq Buffer ETF July.
+0.61%
+$11,745.6 
VOO Vanguard S&P 500 ETF
+0.61%
+$14,149.73 
FTXR First Trust Nasdaq Transportation ETF
+0.6%
+$5,311.21 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.6%
+$6,676.65 
IVV iShares Core S&P 500 ETF
+0.6%
+$10,331.56 
FEP First Trust Europe AlphaDEX Fund
+0.59%
+$4,017.29 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.58%
+$1,433.1 
CGDV Capital Group Dividend Value ETF
+0.55%
+$2,335.2 
DVY iShares Select Dividend ETF
+0.52%
+$1,087.79 
VOOV Vanguard S&P 500 Value ETF
+0.51%
+$15,076.63 
FXU First Trust Utilities AlphaDEX Fund
+0.48%
+$5,382.05 
CGUS Capital Group Core Equity ETF
+0.48%
+$2,183.49 
FAB First Trust Multi-Cap Value Fund
+0.46%
+$1,984.85 
CSCO Cisco Systems, Inc.
+0.46%
+$1,004.85 
DFSV Dimensional US Small Cap Value ETF
+0.45%
+$8,977.14 
DGRO iShares Core Dividend Growth ETF
+0.4%
+$1,525.44 
PFF iShares Preferred and Income Securities ETF
+0.39%
+$6,587.16 
VIS Vanguard Industrials ETF
+0.39%
+$1,244.74 
PWB Invesco Large Cap Growth ETF
+0.38%
+$2,348.52 
VIG Vanguard Dividend Appreciation ETF
+0.35%
+$2,793.28 
JPM JPMorgan Chase & Co.
+0.34%
+$955.26 
AAPL Apple Inc.
+0.29%
+$4,806.08 
FTCS First Trust Capital Strength ETF
+0.26%
+$2,473.12 
FITB Fifth Third Bancorp
+0.23%
+$2,014.61 
VOE Vanguard Mid-Cap Value ETF
+0.22%
+$15,708.42 
HDV iShares Core High Dividend ETF
+0.21%
+$5,163.66 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$5,475 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.19%
+$5,469.75 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$517.48 
MRK Merck & Co., Inc.
+0.16%
+$398.58 
FLXR TCW Flexible Income ETF
+0.15%
+$536.64 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.14%
+$4,850.04 
RDVY First Trust Rising Dividend Achievers ETF
+0.12%
+$12,950.7 
IYF iShares U.S. Financials ETF
+0.04%
+$418.86 
PAAA PGIM AAA CLO ETF
+0.04%
+$492.08 
SHV iShares Short Treasury Bond ETF
+0.04%
+$632.44 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$588.06 
MSFT Microsoft Corp.
+0.03%
+$391.56 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$55.24 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
SNDK SanDisk Corporation
-3.68%
-$7,511.94 
ET Energy Transfer L.P.
-2.61%
-$28,260.36 
MPLX MPLX LP
-2.6%
-$8,713.5 
VG Venture Global Inc.
-2.36%
-$4,969.6 
AFL Aflac Inc.
-1.62%
-$4,997.9 
LNC Lincoln National Corporation
-1.37%
-$14,901.78 
CINF Cincinnati Financial Corporation
-1.22%
-$6,206.44 
GE General Electric Company
-1.19%
-$19,131.61 
GEV GE Vernova Inc.
-1%
-$10,518.9 
GOOGL Alphabet Inc
-0.96%
-$25,599.07 
GOOG Alphabet Inc
-0.88%
-$2,601.9 
PG Procter & Gamble Co
-0.8%
-$22,335.23 
EPD Enterprise Products Partners L.P.
-0.79%
-$9,100.47 
UNP Union Pacific Corporation
-0.76%
-$1,786.5 
MFC Manulife Financial Corporation
-0.58%
-$1,655.42 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$3,456.3 
LLY Eli Lilly and Company
-0.52%
-$1,837.84 
TTE TotalEnergies SE
-0.51%
-$1,570.8 
FXN First Trust Energy AlphaDEX Fund
-0.46%
-$1,099.1 
MU Micron Technology, Inc.
-0.44%
-$2,651.97 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.4%
-$921.92 
WFC Wells Fargo & Company
-0.39%
-$1,149.2 
FXO First Trust Financials AlphaDEX Fund
-0.18%
-$2,728.2 
FHN First Horizon Corporation
-0.12%
-$472.65 
RTX RTX Corporation
-0.1%
-$491.26 
SPLV Invesco S&P 500 Low Volatility ETF
-0.07%
-$175 
IYJ iShares U.S. Industrials ETF
-0.07%
-$149.39 Events
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Dividends
Dividend Analysis
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| Trades 1273 | Longs Won 881/1273 69% | Profit Factor 6.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $193,271.02 |
| Average Win $60,055.83 | Best Trade (Aug 14) $5.02M | Sharpe Ratio -10.1 |
| Average Loss -$19,909.53 | Worst Trade (Sep 10) -$452,980.68 | Z-Score 12.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1d | Expectancy $35,431.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,224 | $1.02M | $1.64M | - | $616,843.4 | 60.48% | +0.294% |
| ABBV AbbVie Inc. | 2,974 | $677,451.68 | $731,722.94 | - | $54,271.26 | 8.01% | +0.89% |
| AFL Aflac Inc. | 2,438 | $170,172.4 | $303,799.18 | - | $133,626.78 | 78.52% | -1.619% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,044 | $304,034.72 | $297,094.4 | - | -$6,940.32 | -2.28% | +0.174% |
| AMZN Amazon.com Inc | 1,628 | $346,013.06 | $446,853.46 | - | $100,840.4 | 29.14% | +0.815% |
| AVGO Broadcom Inc. | 1,024 | $316,938.24 | $438,026.25 | - | $121,088.01 | 38.21% | +1.71% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 19,602 | $1.8M | $1.79M | - | -$3,577.65 | -0.2% | +0.033% |
| BND Vanguard Total Bond Market Index Fund | 36,500 | $2.65M | $2.64M | - | -$6,824.23 | -0.26% | +0.208% |
| BRK-B Berkshire Hathaway Inc. | 1,230 | $450,452.21 | $641,814 | - | $191,361.79 | 42.48% | -0.536% |
| BUFQ FT Nasdaq Buffer ETF July. | 48,940 | $1.87M | $1.93M | - | $68,483.19 | 3.67% | +0.611% |
| C Citigroup Inc. | 1,447 | $202,522.13 | $195,345 | - | -$7,177.13 | -3.54% | +0.882% |
| CGDV Capital Group Dividend Value ETF | 8,340 | $271,050 | $427,842 | - | $156,792 | 57.85% | +0.549% |
| CGGR Capital Group Growth ETF | 14,430 | $402,145.1 | $677,632.8 | - | $275,487.7 | 68.5% | +0.859% |
| CGUS Capital Group Core Equity ETF | 9,925 | $309,275.63 | $459,329 | - | $150,053.37 | 48.52% | +0.478% |
| CINF Cincinnati Financial Corporation | 2,847 | $427,589.64 | $503,520.42 | - | $75,930.78 | 17.76% | -1.218% |
| COPX Global X Copper Miners ETF | 4,647 | $335,363.73 | $409,075.41 | - | $73,711.68 | 21.98% | +2.253% |
| CSCO Cisco Systems, Inc. | 1,827 | $214,599.42 | $221,852.61 | - | $7,253.19 | 3.38% | +0.455% |
| DFSV Dimensional US Small Cap Value ETF | 49,873 | $1.52M | $2.01M | - | $486,748.62 | 31.97% | +0.449% |
| DGRO iShares Core Dividend Growth ETF | 4,767 | $277,222.14 | $378,833.49 | - | $101,611.35 | 36.65% | +0.404% |
| DUK Duke Energy Corporation | 2,264 | $286,577.12 | $282,660.4 | - | -$3,916.72 | -1.37% | +0.767% |
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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: Invesco QQQ Trust, Series 1 - $1.12M, First Trust Morningstar Dividend Leaders Index Fund - $998,901.75, VANGUARD SMALL-CAP VALUE ETF - $700,615.46, Chord Energy Corp - $480,327.8, and Energy Transfer L.P - $467,236.87. 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: Meta Platforms Inc Class A - $418,071.52, Alphabet Inc - $286,293.66, First Trust Technology AlphaDEX Fund - $277,072.04, SPDR Bloomberg High Yield Bond ETF - $255,596.78, and iShares Core U.S. Aggregate Bond ETF - $245,462.57. 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 $9.51M 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 - $483,756.09, iShares iBoxx $ High Yield Corporate Bond ETF - $441,740.9, Vanguard Mid-Cap Value ETF - $426,689.94, 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.
