SH

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
Tracking: 0 Updated: Jun 12 at 08:10 PM
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:
36.92%
Gain +0.28%
Monthly
0.52%
Yearly
6.44%
Drawdown
9.94%
$251.86M
Equity
Holdings
$251.86M
Investment
$189.62M
$73.07M
Profit +$822,271.86
Realized
$10.83M
Unrealized
$62.24M
Dividends
$19.28M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.28%
Profit
$822,271.86
Win %
79%
This Week
Compared To Last Week
Gain
0.24%
Profit
$589,349.28
Win %
79%
This Month
Compared to last month
Gain
-0.55%
Profit
-$1.39M
Win %
79%
This Year
Compared to last year
Gain
6.56%
Profit
$16.07M
Win %
76%
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+2.61%
+$6,632.15
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.3%
+$53,116.83
Tesla, Inc. logo
TSLA Tesla, Inc.
+1.88%
+$6,191.63
VanEck Semiconductor ETF logo
SMH VanEck Semiconductor ETF
+1.65%
+$110,940.37
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
+1.39%
+$106,092.36
AbbVie Inc. logo
ABBV AbbVie Inc.
+1.3%
+$3,498
iShares Future AI & Tech ETF logo
ARTY iShares Future AI & Tech ETF
+1.09%
+$62,026.85
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.05%
+$3,422.5
Global X U.S. Infrastructure Development ETF logo
PAVE Global X U.S. Infrastructure Development ETF
+0.98%
+$88,720.8
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.94%
+$132,815.57
Berkshire Hathaway Inc. logo
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$62,094.11
SPDR S&P Biotech ETF logo
XBI SPDR S&P Biotech ETF
+0.75%
+$18,564.81
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.69%
+$4,810.61
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$1,671.04
iShares MSCI Japan ETF logo
EWJ iShares MSCI Japan ETF
+0.62%
+$22,432.35
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$135,780.8
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+0.6%
+$1,685.6
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.57%
+$4,957.55
Alphabet Inc logo
GOOGL Alphabet Inc
+0.56%
+$6,200.03
iShares MSCI Emerging Markets ex China ETF logo
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$65,880.1
Alphabet Inc logo
GOOG Alphabet Inc
+0.46%
+$3,706.4
Vanguard FTSE All-World ex-US ETF logo
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$176,945.66
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$2,162.75
VanEck J.P. Morgan EM Local Currency Bond ETF logo
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.29%
+$22,283.47
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.29%
+$1,877.18
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+0.22%
+$736.44
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.14%
+$1,009.33
Enbridge Inc. logo
ENB Enbridge Inc.
+0.11%
+$222
Microsoft Corp. logo
MSFT Microsoft Corp.
+0.1%
+$284
The Coca-Cola Company logo
KO The Coca-Cola Company
+0.1%
+$304
iShares Gold Trust logo
IAU iShares Gold Trust
+0.09%
+$1,245.02
SPDR Gold Shares logo
GLD SPDR Gold Shares
+0.06%
+$4,547.36
SPDR Portfolio High Yield Bond ETF logo
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$3,800.88
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$2,314.87
The Bank of New York Mellon Corporation logo
BK The Bank of New York Mellon Corporation
0%
$0
AST SpaceMobile, Inc. logo
ASTS AST SpaceMobile, Inc.
-15.53%
-$46,359
Elbit Systems Ltd. logo
ESLT Elbit Systems Ltd.
-6.48%
-$36,903.36
Odyssey Marine Exploration Inc. logo
OMEX Odyssey Marine Exploration Inc.
-1.73%
-$215.21
Apple Inc. logo
AAPL Apple Inc.
-1.52%
-$78,174
Amazon.com Inc logo
AMZN Amazon.com Inc
-1.21%
-$3,612.68
iShares U.S. Aerospace & Defense ETF logo
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$58,639.79
Eaton Corporation plc logo
ETN Eaton Corporation plc
-0.55%
-$2,398.01
Sysco Corporation logo
SYY Sysco Corporation
-0.5%
-$1,598.8
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$20,011.28
Alerian MLP ETF logo
AMLP Alerian MLP ETF
-0.27%
-$19,037.62
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
-0.17%
-$10,095.96
JPMorgan Short Duration Core Plus ETF logo
JSCP JPMorgan Short Duration Core Plus ETF
-0.07%
-$13,496.45
iShares iBoxx $ Investment Grade Corporate Bond ETF logo
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$4,223.47
SPDR Portfolio Corporate Bond ETF logo
SPBO SPDR Portfolio Corporate Bond ETF
-0.07%
-$2,360.9
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund logo
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.04%
-$5,386.82
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Dividends

Dividend Analysis

Yearly
$
Trades
457
Longs Won
293/457 64%
Profit Factor
12.77
Profitability
Shorts Won
0/0 0%
Standard Deviation
$623,815
Average Win
$270,558.87
Best Trade
(Jun 12) $5.83M
Sharpe Ratio
-8.79
Average Loss
-$37,844.51
Worst Trade
(Dec 31) -$963,910.78
Z-Score
0.02 (1.68%)
Commissions
$0
Avg. Trade Length
1y 3m 3w 6d
Expectancy
$159,884.57
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 6,667 6,000 5,333 4,667 4,000 3,333 2,667 2,000 1,333 667
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
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Option values are updated at end of day.
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Account USV