SKH
Stephen K. Hassell Portfolio
Invests via Hassell Wealth Management LLC | Managed by Stephen K. Hassell
Invests via Hassell Wealth Management LLC
Managed by Stephen K. Hassell
Automatically Tracked
Stephen K. Hassell Profile
With a notable track record in corporate strategy and financial management, Stephen K. Hassell has built a significant reputation as an operating executive. His career spans various leadership roles in both private and public companies, where he has excelled in enhancing operational efficiencies and driving revenue growth. Known for his expertise in integrating complex business functions, he plays a vital role in steering organizational change initiatives that align with market demands. Throughout his tenure, strategic decisions have consistently elevated the enterprises under his guidance within competitive sectors. This wealth of experience places him at the forefront of discussions surrounding corporate governance and sustainable business practices.
With a notable track record in corporate strategy and financial management, Stephen K. Hassell has built a significant reputation as an operating executive. His career spans various leadership roles in both private and public companies, where he has excelled in enhancing operational efficiencies and driving revenue growth. Known for his expertise in integrating complex business functions, he plays a vital role in steering organizational change initiatives that align with market demands. Throughout his tenure, strategic decisions have consistently elevated the enterprises under his guidance within competitive sectors. This wealth of experience places him at the forefront of discussions surrounding corporate governance and sustainable business practices.
Investment Philosophy & Strategy
Drawing from a rich background in operational leadership, Stephen K. Hassell champions a growth-oriented investment mindset that prioritizes transformative initiatives within organizations. With his extensive experience in corporate strategy, he identifies opportunities for market expansion and efficiency improvements across various sectors. His approach is defined by leveraging strategic insights to foster competitive advantages while promoting sustainable practices. This entrepreneurial perspective enables him to navigate challenges adeptly, positioning enterprises for long-term success through innovative business models and effective change management strategies.
Drawing from a rich background in operational leadership, Stephen K. Hassell champions a growth-oriented investment mindset that prioritizes transformative initiatives within organizations. With his extensive experience in corporate strategy, he identifies opportunities for market expansion and efficiency improvements across various sectors. His approach is defined by leveraging strategic insights to foster competitive advantages while promoting sustainable practices. This entrepreneurial perspective enables him to navigate challenges adeptly, positioning enterprises for long-term success through innovative business models and effective change management 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:
24.72%
Gain -0.01%
Monthly
0.68%
Yearly
8.52%
Drawdown
11.08%
$323.16M
Equity
Holdings
$323.16M
Investment
$236.25M
$93.05M
Profit -$22,049.07
Realized
$6.15M
Unrealized
$86.9M
Dividends
$17.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$22,049.07
Win %
87%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$22,049.07
Win %
87%
This Month
Compared to last month
Gain
-0.42%
Profit
-$1.38M
Win %
87%
This Year
Compared to last year
Gain
5.67%
Profit
$17.69M
Win %
87%
JPM JPMorgan Chase & Co.
+2.31%
+$31,125.19 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$343,194.75 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$10,942.04 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$10,647.9 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$93,907.96 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$12,875.91 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$96,716.17 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$4,810 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$40,042.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$491,404.76 
IVV iShares Core S&P 500 ETF
+0.55%
+$2,666.69 
VOO Vanguard S&P 500 ETF
+0.55%
+$10,430.96 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$21,669.64 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$30,255.45 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$60,487.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$108,137.52 
XOM Exxon Mobil Corporation
+0.28%
+$809.31 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$4,089.06 
BNDX Vanguard Total International Bond ETF
+0.17%
+$43,581.12 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$247.97 
VTEI
0%
$0 
AAPL Apple Inc.
-1.52%
-$9,378 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$21,413 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$3,234.64 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$18,223.8 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$879.22 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$4,522.02 
MUB iShares National Muni Bond ETF
-0.01%
-$456.38 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 285 | Longs Won 247/285 86% | Profit Factor 95.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.8M |
| Average Win $380,713.51 | Best Trade (Jun 14) $27.3M | Sharpe Ratio -12.07 |
| Average Loss -$26,041.52 | Worst Trade (Jun 14) -$429,822.77 | Z-Score 31.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 6d | Expectancy $326,479.51 |
| 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% | 0.11% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
