IH
Isaac Haas Portfolio
Invests via Hbk Investments LP | Managed by Isaac Haas
Invests via Hbk Investments LP
Managed by Isaac Haas
Automatically Tracked
Isaac Haas Profile
Isaac Haas leverages his extensive entrepreneurial experience as a founder in the technology sector, focusing on innovative product development and market disruption. With a robust background in software solutions, he has successfully navigated various stages of startup growth, demonstrating expertise in scaling operations while driving customer engagement. His keen insights into emerging technologies position him as a valuable player within venture circles, attracting interest from investors seeking to capitalize on transformative digital trends. Known for fostering collaborative teams that emphasize agile methodologies, Isaac continues to enhance the competitive landscape through strategic partnerships and cutting-edge advancements.
Isaac Haas leverages his extensive entrepreneurial experience as a founder in the technology sector, focusing on innovative product development and market disruption. With a robust background in software solutions, he has successfully navigated various stages of startup growth, demonstrating expertise in scaling operations while driving customer engagement. His keen insights into emerging technologies position him as a valuable player within venture circles, attracting interest from investors seeking to capitalize on transformative digital trends. Known for fostering collaborative teams that emphasize agile methodologies, Isaac continues to enhance the competitive landscape through strategic partnerships and cutting-edge advancements.
Investment Philosophy & Strategy
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:
3.19%
Gain +0.15%
Monthly
0.01%
Yearly
0.13%
Drawdown
5.27%
$558.62M
Equity
Holdings
$558.62M
Investment
$538.69M
$19.93M
Profit +$820,182.99
Realized
$0
Unrealized
$19.93M
Dividends
$36.37M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.15%
Profit
$820,182.99
Win %
90%
This Week
Compared To Last Week
Gain
0.15%
Profit
$820,182.99
Win %
90%
This Month
Compared to last month
Gain
0.15%
Profit
$820,182.99
Win %
90%
This Year
Compared to last year
Gain
-0.32%
Profit
-$1.81M
Win %
90%
NAT Nordic American Tankers Ltd.
+3.58%
+$35,959.18 
GE General Electric Company
+0.15%
+$401.24 
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Events
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Dividends
Dividend Analysis
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No Data
| Trades 97 | Longs Won 6/97 6% | Profit Factor 8.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.2M |
| Average Win $3.77M | Best Trade (Aug 03) $9.07M | Sharpe Ratio -1,719.5 |
| Average Loss -$29,620.51 | Worst Trade (Aug 03) -$1.52M | Z-Score -5.25 (100%) |
| Commissions $0 | Avg. Trade Length 27y 4m 1w 5d | Expectancy $205,457.67 |
| 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 | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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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FAQ
Which stocks have generated the highest profits for Isaac Haas?
The largest contributions to the portfolio's profits come from the following stocks: Telephone and Data Systems, Inc - $13.12M, Nordic American Tankers Ltd - $7.69M, Kimberly-Clark Corporation - $7.14M, YPF S.A. Sponsored ADR - $3.73M, and General Mills, Inc - $2.45M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Isaac Haas's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.37M earned over time. The largest contributors to dividend income include Telephone and Data Systems, Inc - $13.12M, Nordic American Tankers Ltd - $7.69M, Kimberly-Clark Corporation - $7.14M, YPF S.A. Sponsored ADR - $3.73M, and General Mills, Inc - $2.45M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Isaac Haas's monthly returns?
Isaac Haas's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Isaac Haas's strategy be considered aggressive or moderate?
Isaac Haas's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Isaac Haas's strategy?
Isaac Haas's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
