Suzanne Hammer Portfolio
Invests via 5th Street Advisors LLC | Managed by Cesar G. Manent, Abelardo S. Curdumi, Shane D. Pendley
Invests via 5th Street Advisors LLC
Managed by Cesar G. Manent, Abelardo S. Curdumi, Shane D. Pendley
Automatically Tracked
Suzanne Hammer Profile
With a distinguished background in private equity and venture capital, Suzanne Hammer has cultivated significant expertise as an investment operator. Her career encompasses pivotal roles at several leading financial firms, where she has been instrumental in identifying transformative growth opportunities across various sectors. As an advisor to innovative startups, she plays a critical role in shaping strategic initiatives that enhance organizational performance. Known for her acumen in both funding and operations, Suzanne's insights are valuable to stakeholders seeking to navigate complex market landscapes. Her active involvement with emerging companies underscores her commitment to fostering entrepreneurship and driving sustainable value creation.
With a distinguished background in private equity and venture capital, Suzanne Hammer has cultivated significant expertise as an investment operator. Her career encompasses pivotal roles at several leading financial firms, where she has been instrumental in identifying transformative growth opportunities across various sectors. As an advisor to innovative startups, she plays a critical role in shaping strategic initiatives that enhance organizational performance. Known for her acumen in both funding and operations, Suzanne's insights are valuable to stakeholders seeking to navigate complex market landscapes. Her active involvement with emerging companies underscores her commitment to fostering entrepreneurship and driving sustainable value creation.
Investment Philosophy & Strategy
Opportunities in transformative sectors often capture attention, especially with leaders like Suzanne Hammer guiding investment strategies. Drawing on extensive experience from private equity and venture capital, she excels in identifying unique ventures that promise scalability and innovation. This entrepreneurial spirit fuels her decision-making process, as she emphasizes operational efficiency alongside financial growth. Her strategic foresight not only enhances value creation but also fosters collaborative partnerships within the startup ecosystem. Through this approach, a commitment to sustainable performance emerges, enabling enterprises to thrive amid evolving market conditions.
Opportunities in transformative sectors often capture attention, especially with leaders like Suzanne Hammer guiding investment strategies. Drawing on extensive experience from private equity and venture capital, she excels in identifying unique ventures that promise scalability and innovation. This entrepreneurial spirit fuels her decision-making process, as she emphasizes operational efficiency alongside financial growth. Her strategic foresight not only enhances value creation but also fosters collaborative partnerships within the startup ecosystem. Through this approach, a commitment to sustainable performance emerges, enabling enterprises to thrive amid evolving market conditions.
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:
75.92%
Gain +0.58%
Monthly
0.83%
Yearly
10.41%
Drawdown
13.58%
$257.22M
Equity
Holdings
$257.22M
Investment
$202.06M
$71.25M
Profit +$906,908.3
Realized
$16.09M
Unrealized
$55.16M
Dividends
$21.47M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.58%
Profit
$906,908.3
Win %
71%
This Week
Compared To Last Week
Gain
0.35%
Profit
$906,908.3
Win %
71%
This Month
Compared to last month
Gain
0.81%
Profit
$2.06M
Win %
71%
This Year
Compared to last year
Gain
-0.25%
Profit
-$649,398.69
Win %
70%
ESLT Elbit Systems Ltd.
+4.14%
+$18,005.83 
MSFT Microsoft Corp.
+1.68%
+$9,623.67 
TSLA Tesla, Inc.
+1.66%
+$5,065.5 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.53%
+$135,378.55 
NVDA NVIDIA Corporation
+1.45%
+$13,414.23 
AMLP Alerian MLP ETF
+0.97%
+$71,847.27 
XLC Communication Services Select Sector SPDR Fund
+0.93%
+$44,348.68 
HOOD Robinhood Markets, Inc.
+0.78%
+$1,750 
KO The Coca-Cola Company
+0.62%
+$2,033 
ASTS AST SpaceMobile, Inc.
+0.59%
+$1,132.26 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$1,642.65 
ETN Eaton Corporation plc
+0.59%
+$2,827.01 
VGT Vanguard Information Technology ETF
+0.58%
+$1,730.98 
IXN iShares Global Tech ETF
+0.58%
+$1,746.99 
XLK State Street Technology Select Sector SPDR ETF
+0.47%
+$33,993.36 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$35,842.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.45%
+$105,027.1 
SPY SPDR S&P 500 ETF Trust
+0.41%
+$3,662.49 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.39%
+$43,138.07 
VEU Vanguard FTSE All-World ex-US ETF
+0.36%
+$153,753 
XLF Financial Select Sector SPDR Fund
+0.34%
+$25,840.98 
EWJ iShares MSCI Japan ETF
+0.27%
+$13,209.45 
SMH VanEck Semiconductor ETF
+0.22%
+$9,992.78 
BRK-B Berkshire Hathaway Inc.
+0.15%
+$1,084.61 
GOOGL Alphabet Inc
+0.14%
+$1,237.5 
GOOG Alphabet Inc
+0.14%
+$1,025.98 
ITA iShares U.S. Aerospace & Defense ETF
+0.07%
+$3,153.64 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+0.06%
+$11,274.15 
AMZN Amazon.com Inc
+0.05%
+$181.44 
VTV Vanguard Value ETF
+0.04%
+$5,885.19 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2,225.36 
BRK-A Berkshire Hathaway Inc.
+0.01%
+$50.01 
GLD SPDR Gold Shares
0%
+$189.75 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
INTC Intel Corporation
-1.86%
-$3,532.02 
OMEX Odyssey Marine Exploration Inc.
-1.61%
-$5.83 
SYY Sysco Corporation
-1.55%
-$5,057.39 
BNY BlackRock New York Municipal Income Trust
-1.33%
-$3,870 
GPC Genuine Parts Company
-1.09%
-$2,641 
JNJ Johnson & Johnson
-1.06%
-$3,723.68 
GS The Goldman Sachs Group, Inc.
-0.95%
-$2,111.9 
XBI SPDR S&P Biotech ETF
-0.76%
-$22,314.79 
ABBV AbbVie Inc.
-0.4%
-$1,248 
XOM Exxon Mobil Corporation
-0.23%
-$1,474.1 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$11,859.48 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.13%
-$6,807.19 
JSCP JPMorgan Short Duration Core Plus ETF
-0.1%
-$17,849.21 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$605.57 
SPBO SPDR Portfolio Corporate Bond ETF
-0.09%
-$4,454.15 
AAPL Apple Inc.
-0.08%
-$4,414.31 
FNDF Schwab Fundamental International Large Company Index ETF
-0.07%
-$138.6 
JPM JPMorgan Chase & Co.
-0.03%
-$662.58 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$2,477.73 
IAU iShares Gold Trust
-0.01%
-$181.3 Events
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Dividends
Dividend Analysis
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| Trades 496 | Longs Won 327/496 65% | Profit Factor 8.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $584,411.28 |
| Average Win $245,697.42 | Best Trade (Aug 14) $6.58M | Sharpe Ratio -9.34 |
| Average Loss -$53,785.61 | Worst Trade (Dec 31) -$963,910.78 | Z-Score -0.63 (47.38%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $143,655.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,785 | 4,306 | 3,828 | 3,349 | 2,871 | 2,392 | 1,914 | 1,435 | 957 | 478 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,311 | $4.01M | $5.77M | - | $1.77M | 44.09% | -0.076% |
| ABBV AbbVie Inc. | 1,200 | $274,188 | $314,136 | - | $39,948 | 14.57% | -0.396% |
| AMLP Alerian MLP ETF | 140,877 | $7.17M | $7.49M | - | $313,978.38 | 4.38% | +0.969% |
| AMZN Amazon.com Inc | 1,512 | $351,097.92 | $380,479.68 | - | $29,381.76 | 8.37% | +0.048% |
| ASTS AST SpaceMobile, Inc. | 3,280 | $244,357 | $192,848.26 | - | -$51,508.74 | -21.08% | +0.591% |
| BNY BlackRock New York Municipal Income Trust | 2,000 | $232,180 | $286,930 | - | $54,750 | 23.58% | -1.331% |
| BRK-A Berkshire Hathaway Inc. | 1 | $754,800 | $754,840.01 | - | $40.01 | 0.01% | +0.007% |
| BRK-B Berkshire Hathaway Inc. | 1,436 | $688,131.2 | $722,890.01 | - | $34,758.81 | 5.05% | +0.15% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 454,085 | $11.41M | $11.22M | - | -$191,921.34 | -1.68% | +0.386% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 87,341 | $5.64M | $8.98M | - | $3.35M | 59.39% | +1.53% |
| ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 3,700 | $57,350 | $57,350 | - | - | - | 0.0 |
| ESLT Elbit Systems Ltd. | 624 | $360,491.04 | $452,453.35 | - | $91,962.31 | 25.51% | +4.145% |
| ETN Eaton Corporation plc | 1,100 | $350,361.01 | $482,548 | - | $132,186.99 | 37.73% | +0.589% |
| EWJ iShares MSCI Japan ETF | 49,847 | $4.3M | $4.94M | - | $642,349.65 | 14.93% | +0.268% |
| FNDF Schwab Fundamental International Large Company Index ETF | 3,960 | $208,929.6 | $213,067.8 | - | $4,138.2 | 1.98% | -0.065% |
| GLD SPDR Gold Shares | 18,994 | $3.63M | $7.22M | - | $3.59M | 99.13% | +0.003% |
| GOOG Alphabet Inc | 2,160 | $677,808 | $736,182 | - | $58,374 | 8.61% | +0.14% |
| GOOGL Alphabet Inc | 2,500 | $782,500 | $859,987.5 | - | $77,487.5 | 9.9% | +0.144% |
| GPC Genuine Parts Company | 1,900 | $224,162 | $239,115 | - | $14,953 | 6.67% | -1.092% |
| GS The Goldman Sachs Group, Inc. | 245 | $215,355 | $219,015.3 | - | $3,660.3 | 1.7% | -0.955% |
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FAQ
Which stocks have generated the highest profits for Suzanne Hammer?
The largest contributions to the portfolio's profits come from the following stocks: State Street Technology Select Sector SPDR ETF - $4.07M, Vanguard FTSE All-World ex-US ETF - $3.27M, JPMorgan Short Duration Core Plus ETF - $2.88M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $2.39M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $2.11M. 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: iShares 1-5 Year Investment Grade Corporate Bond ETF - $502,128.62, Energy Select Sector SPDR Fund - $323,732.02, iShares Core Aggressive Allocation ETF - $89,476.27, Robinhood Markets, Inc - $87,600, and Tesla, Inc - $85,255.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Suzanne Hammer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.47M earned over time. The largest contributors to dividend income include Vanguard FTSE All-World ex-US ETF - $4.29M, JPMorgan Short Duration Core Plus ETF - $2.63M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $2M, SPDR Portfolio High Yield Bond ETF - $1.48M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.28M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Suzanne Hammer's monthly returns?
Suzanne Hammer'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 Suzanne Hammer's strategy be considered aggressive or moderate?
Suzanne Hammer'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 Suzanne Hammer's strategy?
Suzanne Hammer'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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