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:
89.19%
Gain +0.79%
Monthly
0.8%
Yearly
10.09%
Drawdown
20.41%
$159.14M
Equity
Holdings
$159.14M
Investment
$117.85M
$44.15M
Profit +$844,934.02
Realized
$2.86M
Unrealized
$41.29M
Dividends
$9.86M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.79%
Profit
$844,934.02
Win %
85%
This Week
Compared To Last Week
Gain
0.53%
Profit
$844,934.02
Win %
85%
This Month
Compared to last month
Gain
0.84%
Profit
$1.33M
Win %
85%
This Year
Compared to last year
Gain
-0.74%
Profit
-$1.18M
Win %
83%
GEV GE Vernova Inc.
+5.28%
+$45,322 
MU Micron Technology Inc.
+4.08%
+$24,377.99 
CSCO Cisco Systems, Inc.
+3.86%
+$7,508.97 
RTX RTX Corporation
+3.02%
+$12,862.08 
AVGO Broadcom Inc.
+2.95%
+$9,707.62 
SNDK Sandisk Corp.
+2.68%
+$5,375.97 
NVDA NVIDIA Corporation
+2.43%
+$15,257.6 
PWB Invesco Large Cap Growth ETF
+1.99%
+$11,396 
XLK State Street Technology Select Sector SPDR ETF
+1.97%
+$5,623.2 
QTEC First Trust NASDAQ-100 Technology Sector Index Fund
+1.89%
+$8,139.44 
VGT Vanguard Information Technology ETF
+1.7%
+$4,912.64 
FXL First Trust Technology AlphaDEX Fund
+1.57%
+$7,013.82 
MSFT Microsoft Corporation Common Stock
+1.56%
+$24,668.28 
VIS Vanguard Industrials ETF
+1.48%
+$4,194.3 
FTXR First Trust Nasdaq Transportation ETF
+1.44%
+$11,651.13 
FTC First Trust Large Cap Growth AlphaDEX Fund
+1.43%
+$50,134.87 
FXN First Trust Energy AlphaDEX Fund
+1.42%
+$3,846.85 
COPX Global X Copper Miners ETF
+1.37%
+$4,647.02 
IWP iShares Russell Mid-Cap Growth ETF
+1.36%
+$3,665.25 
QQQ Invesco QQQ Trust, Series 1
+1.3%
+$161,488.19 
TTE TotalEnergies SE
+1.23%
+$4,069.8 
IVW iShares S&P 500 Growth ETF
+1.2%
+$5,807.52 
IWF iShares Russell 1000 Growth ETF
+1.2%
+$18,740.03 
VOOG Vanguard S&P 500 Growth ETF
+1.18%
+$20,835.45 
VONG Vanguard Russell 1000 Growth ETF
+1.18%
+$5,234.5 
UNP Union Pacific Corp.
+1.12%
+$2,604.32 
VOT Vanguard Mid-Cap Growth ETF
+1.11%
+$72,358.77 
JPM JPMorgan Chase & Co.
+1.1%
+$2,850.13 
MFC Manulife Financial Corporation
+0.95%
+$2,674.14 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$6,180.75 
FEP First Trust Europe AlphaDEX Fund
+0.92%
+$5,875.59 
IYJ iShares U.S. Industrials ETF
+0.86%
+$1,823.12 
FV First Trust Dorsey Wright Focus 5 ETF
+0.86%
+$92,995.45 
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF
+0.86%
+$1,755.08 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.79%
+$1,798.4 
CGDV Capital Group Dividend Value ETF
+0.77%
+$3,127.5 
IJH iShares Core S&P Mid-Cap ETF
+0.77%
+$8,575.28 
GE General Electric Company
+0.77%
+$9,437.36 
CGUS Capital Group Core Equity ETF
+0.76%
+$3,324.87 
C Citigroup Inc.
+0.75%
+$1,309.54 
BUFQ FT Vest Laddered Nasdaq Buffer ETF
+0.74%
+$14,447.09 
FYC First Trust Small Cap Growth AlphaDEX Fund
+0.73%
+$19,740.72 
IVV iShares Core S&P 500 ETF
+0.72%
+$12,420.38 
VTI Vanguard Total Stock Market ETF
+0.72%
+$18,899.94 
SPY State Street SPDR S&P 500 ETF Trust
+0.71%
+$1,842.81 
VOO Vanguard S&P 500 ETF
+0.71%
+$16,201.54 
JNJ Johnson & Johnson
+0.7%
+$3,726 
IWO iShares Russell 2000 Growth ETF
+0.68%
+$1,838.48 
LNC Lincoln National Corp.
+0.68%
+$6,286.68 
AFL Aflac Incorporated
+0.67%
+$1,974.78 
IWB iShares Russell 1000 ETF
+0.66%
+$32,623.75 
IYM iShares U.S. Basic Materials ETF
+0.62%
+$2,833.63 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.61%
+$1,401.84 
CGGR Capital Group Growth ETF
+0.58%
+$3,823.95 
IJR iShares Core S&P Small-Cap ETF
+0.57%
+$4,431.11 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.57%
+$19,804.33 
RIO Rio Tinto plc ADR
+0.56%
+$2,476.43 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.56%
+$4,706.26 
FEX First Trust Large Cap Core AlphaDEX Fund
+0.54%
+$3,216.31 
VTWO Vanguard Russell 2000 ETF
+0.54%
+$1,639.55 
IWM iShares Russell 2000 ETF
+0.54%
+$5,159.31 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.52%
+$2,739.2 
DFSV Dimensional US Small Cap Value ETF
+0.52%
+$9,974.6 
IEFA iShares Core MSCI EAFE ETF
+0.51%
+$1,097.6 
VIG Vanguard Dividend Appreciation ETF
+0.51%
+$3,995.04 
EFA iShares MSCI EAFE ETF
+0.49%
+$14,881.34 
RDVY First Trust Rising Dividend Achievers ETF
+0.48%
+$49,212.66 
IWR iShares Russell Mid-Cap ETF
+0.47%
+$978.69 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
+0.46%
+$6,261.52 
VB Vanguard Small-Cap ETF
+0.45%
+$907.4 
CINF Cincinnati Financial Corporation
+0.42%
+$2,135.25 
ET Energy Transfer LP
+0.42%
+$4,448.39 
FITB Fifth Third Bancorp
+0.38%
+$3,099.4 
LLY Eli Lilly and Company
+0.34%
+$1,283.26 
FHN First Horizon Corporation
+0.32%
+$1,181.62 
DGRO iShares Core Dividend Growth ETF
+0.32%
+$1,215.59 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.32%
+$22,708.42 
VBR Vanguard Small-Cap Value ETF
+0.31%
+$3,360.75 
AMZN Amazon.com Inc
+0.29%
+$1,180.3 
IYF iShares U.S. Financials ETF
+0.26%
+$2,338.64 
WFC Wells Fargo & Company
+0.26%
+$709.8 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.22%
+$6,198.94 
VOOV Vanguard S&P 500 Value ETF
+0.2%
+$5,965.05 
QQXT First Trust NASDAQ-100 Ex-Technology Sector Index Fund
+0.13%
+$651.65 
BND Vanguard Total Bond Market ETF
+0.1%
+$2,555 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$273.96 
SPLV Invesco S&P 500 Low Volatility ETF
+0.08%
+$210 
FTCS First Trust Capital Strength ETF
+0.06%
+$570.72 
FLXR TCW Flexible Income ETF
+0.04%
+$134.16 
FXU First Trust Utilities AlphaDEX Fund
+0.03%
+$351 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$63.93 
FDN First Trust Dow Jones Internet Index Fund
+0.02%
+$361.86 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$44.74 
SSB SouthState Bank Corporation Common Stock
+0.01%
+$32.16 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$196.02 
FXO First Trust Financials AlphaDEX Fund
+0.01%
+$113.67 
SHV iShares 0-1 Year Treasury Bond ETF
+0.01%
+$79.06 
MRK Merck & Co., Inc.
-3.19%
-$8,787.74 
ELV Elevance Health, Inc.
-2.17%
-$5,768.68 
JBS JBS N.V. Class A Common Stock
-1.97%
-$2,752.33 
AAPL Apple Inc.
-1.37%
-$24,965.5 
PG The Procter & Gamble Company
-1.24%
-$37,666.72 
UPS United Parcel Service, Inc. Class B Common Stock
-0.97%
-$2,486.13 
MPLX MPLX LP
-0.96%
-$3,163.5 
GOOG Alphabet Inc
-0.93%
-$2,428.44 
GOOGL Alphabet Inc
-0.86%
-$20,553.4 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.76%
-$49,258 
VG Venture Global Inc. Class A
-0.68%
-$1,475.35 
DUK Duke Energy Corporation
-0.49%
-$1,392.36 
EPD Enterprise Products Partners L.P.
-0.39%
-$4,398.57 
HDV iShares Core High Dividend ETF
-0.33%
-$8,606.1 
PFF iShares Preferred and Income Securities ETF
-0.23%
-$3,568.05 
EEM iShares MSCI Emerging Markets ETF
-0.18%
-$6,556.74 
DVY iShares Select Dividend ETF
-0.18%
-$382.01 
ABBV AbbVie Inc.
-0.03%
-$237.92 
FAB First Trust Multi Cap Value AlphaDEX Fund
-0.02%
-$81.08 
PAAA PGIM AAA CLO ETF
-0.02%
-$246.04 Events
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Dividends
Dividend Analysis
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| Trades 1273 | Longs Won 871/1273 68% | Profit Factor 6.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $193,497.92 |
| Average Win $59,727.23 | Best Trade (Oct 14) $4.98M | Sharpe Ratio -10.1 |
| Average Loss -$19,587.35 | Worst Trade (Mar 30) -$414,695.62 | Z-Score 13.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w | Expectancy $34,680.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,224 | $1.02M | $1.79M | - | $771,557.38 | 75.64% | -1.374% |
| ABBV AbbVie Inc. | 2,974 | $677,451.68 | $849,255.44 | - | $171,803.76 | 25.36% | -0.028% |
| AFL Aflac Incorporated | 2,438 | $170,172.4 | $295,778.16 | - | $125,605.76 | 73.81% | +0.672% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,044 | $304,034.72 | $292,376.2 | - | -$11,658.52 | -3.83% | +0.094% |
| AMZN Amazon.com Inc | 1,628 | $346,013.06 | $404,924.3 | - | $58,911.24 | 17.03% | +0.292% |
| AVGO Broadcom Inc. | 1,024 | $316,938.24 | $339,107.94 | - | $22,169.7 | 6.99% | +2.947% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 19,602 | $1.8M | $1.8M | - | -$441.33 | -0.02% | +0.011% |
| BND Vanguard Total Bond Market ETF | 36,500 | $2.65M | $2.6M | - | -$48,069.23 | -1.81% | +0.098% |
| BRK-B Berkshire Hathaway Inc. | 1,230 | $450,452.21 | $673,074.45 | - | $222,622.24 | 49.42% | +0.927% |
| BUFQ FT Vest Laddered Nasdaq Buffer ETF | 48,940 | $1.87M | $1.95M | - | $88,313.68 | 4.73% | +0.745% |
| C Citigroup Inc. | 1,447 | $202,522.13 | $175,846.67 | - | -$26,675.46 | -13.17% | +0.75% |
| CGDV Capital Group Dividend Value ETF | 8,340 | $271,050 | $407,200.5 | - | $136,150.5 | 50.23% | +0.774% |
| CGGR Capital Group Growth ETF | 14,430 | $402,145.1 | $666,593.85 | - | $264,448.75 | 65.76% | +0.577% |
| CGUS Capital Group Core Equity ETF | 9,925 | $309,275.63 | $440,521.12 | - | $131,245.49 | 42.44% | +0.76% |
| CINF Cincinnati Financial Corporation | 2,847 | $427,589.64 | $504,061.35 | - | $76,471.71 | 17.88% | +0.425% |
| COPX Global X Copper Miners ETF | 4,647 | $335,363.73 | $344,296.23 | - | $8,932.5 | 2.66% | +1.368% |
| CSCO Cisco Systems, Inc. | 1,827 | $214,599.42 | $202,084.47 | - | -$12,514.95 | -5.83% | +3.859% |
| DFSV Dimensional US Small Cap Value ETF | 49,873 | $1.52M | $1.95M | - | $425,404.83 | 27.94% | +0.515% |
| DGRO iShares Core Dividend Growth ETF | 4,767 | $277,222.14 | $380,907.13 | - | $103,684.99 | 37.4% | +0.32% |
| DUK Duke Energy Corporation | 2,264 | $286,577.12 | $281,562.36 | - | -$5,014.76 | -1.75% | -0.492% |
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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 - $1.14M, First Trust Morningstar Dividend Leaders Index Fund - $1.06M, Vanguard Small-Cap Value ETF - $705,230.89, Chord Energy Corporation - $480,327.8, and Energy Transfer LP - $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 - $284,661.26, First Trust Technology AlphaDEX Fund - $277,072.04, State Street SPDR Bloomberg High Yield Bond ETF - $255,596.78, and iShares Core U.S. Aggregate Bond ETF - $245,462.39. 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 $9.86M earned over time. The largest contributors to dividend income include First Trust Morningstar Dividend Leaders Index Fund - $914,123.96, iShares Preferred and Income Securities ETF - $500,589.03, Vanguard Morningstar Mid-Cap Value ETF - $461,964.82, iShares iBoxx $ High Yield Corporate Bond ETF - $441,741.99, and First Trust Rising Dividend Achievers ETF - $384,581.08. 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.
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