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:
66.26%
Gain +1.6%
Monthly
0.89%
Yearly
11.19%
Drawdown
13.58%
$259.95M
Equity
Holdings
$259.95M
Investment
$202.06M
$73.98M
Profit +$2.36M
Realized
$16.09M
Unrealized
$57.89M
Dividends
$20.69M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.6%
Profit
$2.36M
Win %
76%
This Week
Compared To Last Week
Gain
1.66%
Profit
$4.23M
Win %
76%
This Month
Compared to last month
Gain
1.66%
Profit
$4.23M
Win %
76%
This Year
Compared to last year
Gain
0.81%
Profit
$2.08M
Win %
73%
GLD SPDR Gold Shares
+3.97%
+$282,250.84 
SYY Sysco Corporation
+1.72%
+$5,959.74 
BNY BlackRock New York Municipal Income Trust
+1.22%
+$3,840 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+0.77%
+$135,289.8 
GS The Goldman Sachs Group, Inc.
+0.7%
+$1,813 
AMLP Alerian MLP ETF
+0.58%
+$45,080.64 
AAPL Apple Inc.
+0.52%
+$28,043.99 
PAVE Global X U.S. Infrastructure Development ETF
+0.43%
+$36,574 
OMEX Odyssey Marine Exploration Inc.
+0.3%
+$1.2 
JPST JPMorgan Ultra-Short Income ETF
+0.24%
+$26,704.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$54,662.3 
INTC Intel Corporation
+0.2%
+$318.2 
BRK-A Berkshire Hathaway Inc.
+0.07%
+$515.75 
JSCP JPMorgan Short Duration Core Plus ETF
+0.02%
+$3,966.49 
ABBV AbbVie Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
ASTS AST SpaceMobile, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
GOOG Alphabet Inc
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
GPC Genuine Parts Company
-6.17%
-$15,542 
SMH VanEck Semiconductor ETF
-6.11%
-$256,602.85 
VGT Vanguard Information Technology ETF
-5.83%
-$16,156 
ESLT Elbit Systems Ltd.
-4.78%
-$25,346.88 
GOOGL Alphabet Inc
-4.03%
-$38,049.97 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.51%
-$292,592.35 
XLC Communication Services Select Sector SPDR Fund
-3.39%
-$164,414.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$13,841.6 
TSLA Tesla, Inc.
-1.77%
-$4,785.01 
VTV Vanguard Value ETF
-1.75%
-$256,332.72 
XLF Financial Select Sector SPDR Fund
-1.62%
-$134,947.34 
XOM Exxon Mobil Corporation
-1.51%
-$9,159.27 
MSFT Microsoft Corp.
-1.09%
-$5,938.5 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$2,430.05 
IAU iShares Gold Trust
-0.68%
-$9,427.6 
SPBO SPDR Portfolio Corporate Bond ETF
-0.35%
-$17,816.6 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$16,813.55 
IXN iShares Global Tech ETF
-0.21%
-$592.2 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$1,804.9 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.2%
-$22,704.25 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$7,433.19 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$1,047.26 
VEU Vanguard FTSE All-World ex-US ETF
-0.01%
-$5,125.1 Events
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Dividends
Dividend Analysis
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| Trades 496 | Longs Won 334/496 67% | Profit Factor 10.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $583,974.32 |
| Average Win $245,552.62 | Best Trade (Aug 06) $6.46M | Sharpe Ratio -9.34 |
| Average Loss -$49,571.71 | Worst Trade (Dec 31) -$963,910.78 | Z-Score 0.54 (41.36%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $149,161.2 |
| 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 | 5,236 | 4,712 | 4,188 | 3,665 | 3,141 | 2,618 | 2,094 | 1,571 | 1,047 | 524 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $3.17M, JPMorgan Short Duration Core Plus ETF - $2.8M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $2.37M, 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 $20.69M earned over time. The largest contributors to dividend income include Vanguard FTSE All-World ex-US ETF - $4.19M, JPMorgan Short Duration Core Plus ETF - $2.56M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.98M, SPDR Portfolio High Yield Bond ETF - $1.35M, 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.
