MWH
Michael W. Hazelwood Portfolio
Invests via ARVEST INVESTMENTS Inc. | Managed by Michael W. Hazelwood
Invests via ARVEST INVESTMENTS Inc.
Managed by Michael W. Hazelwood
Automatically Tracked
Michael W. Hazelwood Profile
Michael W. Hazelwood is a seasoned executive with extensive experience in corporate leadership and strategic operations within the technology sector. His career spans significant roles where he has led initiatives driving innovation and efficiency across diverse teams. Notable for his ability to navigate complex market dynamics, he has played a pivotal role in shaping growth trajectories for leading companies, leveraging operational expertise to enhance competitive positioning. With a strong focus on cultivating talent and fostering collaborative environments, his contributions have positioned organizations favorably within capital markets, making him an influential figure in corporate governance.
Michael W. Hazelwood is a seasoned executive with extensive experience in corporate leadership and strategic operations within the technology sector. His career spans significant roles where he has led initiatives driving innovation and efficiency across diverse teams. Notable for his ability to navigate complex market dynamics, he has played a pivotal role in shaping growth trajectories for leading companies, leveraging operational expertise to enhance competitive positioning. With a strong focus on cultivating talent and fostering collaborative environments, his contributions have positioned organizations favorably within capital markets, making him an influential figure in corporate governance.
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:
74.67%
Gain -0.93%
Monthly
1.72%
Yearly
22.7%
Drawdown
21.93%
$1.67B
Equity
Holdings
$1.67B
Investment
$1.31B
$388.88M
Profit -$7.24M
Realized
$36.05M
Unrealized
$352.83M
Dividends
$86.98M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$7.24M
Win %
68%
This Week
Compared To Last Week
Gain
0.84%
Profit
$13.81M
Win %
68%
This Month
Compared to last month
Gain
-0.67%
Profit
-$11.19M
Win %
68%
This Year
Compared to last year
Gain
-1.91%
Profit
$87.88M
Win %
69%
AMD Advanced Micro Devices, Inc.
+9.46%
+$462,552.55 
META Meta Platforms Inc Class A
+9.41%
+$185,244.69 
GLW Corning Incorporated
+6.36%
+$570,879.9 
CEG Constellation Energy Corporation
+4.09%
+$99,137.15 
LRCX Lam Research Corporation
+4.01%
+$410,796.52 
AMAT Applied Materials, Inc.
+3.76%
+$35,776.09 
ACN Accenture plc Class A
+3.27%
+$42,779.09 
IP International Paper Company
+3.26%
+$31,093.87 
FRDM Freedom 100 Emerging Markets ETF
+3.21%
+$125,759.96 
PKG Packaging Corporation of America
+3.18%
+$22,037.23 
SKYY First Trust Cloud Computing ETF
+3.1%
+$557.22 
ARES Ares Management Corporation
+3.09%
+$19,622.25 
AIQ Global X Artificial Intelligence & Technology ETF
+3.02%
+$172,534.27 
EQIX Equinix, Inc.
+2.95%
+$40,698.18 
PLTR Palantir Technologies Inc.
+2.94%
+$14,494.15 
LITP Sprott Lithium Miners ETF
+2.9%
+$74,598.63 
ETN Eaton Corporation plc
+2.89%
+$20,282.33 
HONA Honeywell Aerospace Inc.
+2.88%
+$12,682.64 
MU Micron Technology, Inc.
+2.71%
+$671,810.03 
NFLX Netflix, Inc.
+2.56%
+$10,944.32 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+2.54%
+$1.16M 
CGGR Capital Group Growth ETF
+2.44%
+$131.1 
QQQ Invesco QQQ Trust, Series 1
+2.42%
+$76,631.94 
CCL Carnival Corporation Ltd.
+2.4%
+$53.55 
XLK State Street Technology Select Sector SPDR ETF
+2.23%
+$2,893.31 
DRIV Global X Autonomous & Electric Vehicles ETF
+2.21%
+$235.32 
NXTG First Trust Indxx NextG ETF
+2.14%
+$878.48 
GE General Electric Company
+2.14%
+$7,450.12 
NKE Nike, Inc. - Class B
+2.13%
+$13,230.62 
IGV iShares Expanded Tech-Software Sector ETF
+2.11%
+$205,572.15 
VUG Vanguard Growth ETF
+2.1%
+$2,282.76 
IWF iShares Russell 1000 Growth ETF
+2.08%
+$24,760.32 
PANW Palo Alto Networks, Inc.
+2.07%
+$84,157.06 
MTUM iShares MSCI USA Momentum Factor ETF
+2.05%
+$197 
GOOGL Alphabet Inc
+1.94%
+$216,665.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.9%
+$288,413.16 
C Citigroup Inc.
+1.89%
+$21,762.6 
VOT Vanguard Mid-Cap Growth ETF
+1.88%
+$573,105.71 
STX Seagate Technology Holdings plc
+1.85%
+$51,834.85 
IVZ Invesco Ltd.
+1.75%
+$10,451.23 
CGGO Capital Group Global Growth Equity ETF
+1.67%
+$291.68 
ANET Arista Networks, Inc.
+1.66%
+$26,192.1 
AMZN Amazon.com Inc
+1.66%
+$117,944.4 
CARR Carrier Global Corporation
+1.64%
+$19,542.57 
NVDA NVIDIA Corporation
+1.64%
+$99,659.71 
IWP iShares Russell Mid-Cap Growth ETF
+1.6%
+$72.44 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.59%
+$42,117.2 
OEF iShares S&P 100 ETF
+1.59%
+$48.44 
DIS The Walt Disney Company
+1.59%
+$19,397.64 
VWO Vanguard FTSE Emerging Markets ETF
+1.59%
+$780,242.12 
LNG Cheniere Energy Inc.
+1.46%
+$27,369.44 
ALB Albemarle Corporation
+1.44%
+$3,065.6 
CAT Caterpillar Inc.
+1.41%
+$6,052.61 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.39%
+$97.6 
VOO Vanguard S&P 500 ETF
+1.38%
+$174.87 
IVV iShares Core S&P 500 ETF
+1.37%
+$842,855.06 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.37%
+$152,399.8 
VEU Vanguard FTSE All-World ex-US ETF
+1.36%
+$54.96 
CGUS Capital Group Core Equity ETF
+1.35%
+$245.4 
MRK Merck & Co., Inc.
+1.35%
+$147,110.33 
SPY SPDR S&P 500 ETF Trust
+1.33%
+$21,913.85 
CGDV Capital Group Dividend Value ETF
+1.33%
+$349.47 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.32%
+$978.12 
ISRG Intuitive Surgical, Inc.
+1.31%
+$2,750.45 
SCHF Schwab International Equity ETF
+1.28%
+$40,660.28 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.27%
+$641,067.55 
IMVP Invesco India ETF
+1.25%
+$4,637.28 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+1.23%
+$474.19 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.21%
+$1.74M 
CMCSA Comcast Corp
+1.21%
+$15,047.42 
BBY Best Buy Co., Inc.
+1.15%
+$6,075.46 
EFG iShares MSCI EAFE Growth ETF
+1.15%
+$17.94 
MMSC First Trust Multi-Manager Small Cap Opportunities ETF
+1.14%
+$620.67 
T AT&T Inc.
+1.12%
+$5,628.18 
EFA iShares MSCI EAFE ETF
+1.1%
+$252,782.56 
VBK Vanguard Small-Cap Growth ETF
+1.08%
+$233,686.4 
IEFA iShares Core MSCI EAFE ETF
+1.03%
+$27.27 
RNEM Emerging Markets Equity Select Mutual Fund
+1.01%
+$14,227.77 
XLY Consumer Discretionary Select Sector SPDR Fund
+1%
+$175.38 
TFC Truist Financial Corporation
+0.99%
+$37,905.12 
DE Deere & Company
+0.97%
+$5,089.71 
COF Capital One Financial Corporation
+0.96%
+$23,867.22 
RDVY First Trust Rising Dividend Achievers ETF
+0.96%
+$74,295.32 
ORCL Oracle Corporation
+0.95%
+$3,850.71 
VNQ Vanguard Real Estate ETF
+0.9%
+$126.84 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.9%
+$75,289.01 
IQV IQVIA Holdings Inc.
+0.89%
+$39,298.55 
TXN Texas Instruments Inc
+0.88%
+$34,437.63 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.87%
+$1,059.6 
AVGO Broadcom Inc.
+0.86%
+$19,457.73 
FLJP Franklin FTSE Japan ETF
+0.85%
+$150,095.75 
EFV iShares MSCI EAFE Value ETF
+0.85%
+$15.07 
VO Vanguard Mid-Cap ETF
+0.8%
+$58.88 
AAPL Apple Inc.
+0.8%
+$119,366.6 
IWR iShares Russell Mid-Cap ETF
+0.8%
+$30.96 
WMT Walmart Inc.
+0.79%
+$92,029.79 
CCOR Core Alternative ETF
+0.76%
+$557.07 
LGOV First Trust Long Duration Opportunities ETF
+0.74%
+$19,410.15 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.73%
+$64,538.14 
CGBL Capital Group Core Balanced ETF
+0.71%
+$467.73 
HBAN Huntington Bancshares Incorporated
+0.69%
+$27,611.76 
UL Unilever PLC Sponsored American Depositary Receipt
+0.69%
+$10,265.02 
IWD iShares Russell 1000 Value ETF
+0.67%
+$60,026.73 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.67%
+$134.31 
LMT Lockheed Martin Corporation
+0.67%
+$29,501.72 
IUSV iShares Core S&P U.S. Value ETF
+0.66%
+$29.4 
VB Vanguard Small-Cap ETF
+0.65%
+$83.16 
TLH iShares 10-20 Year Treasury Bond ETF
+0.65%
+$115,286.05 
GILD Gilead Sciences Inc.
+0.63%
+$10,811 
NVS Novartis AG Sponsored ADR
+0.63%
+$24,397.68 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.63%
+$23,982.53 
IWM iShares Russell 2000 ETF
+0.62%
+$8,817.55 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.61%
+$50.31 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.59%
+$38,695.35 
TLT iShares 20+ Year Treasury Bond ETF
+0.59%
+$47,626.08 
DTD WisdomTree U.S. Total Dividend Fund
+0.57%
+$22,329.74 
PYPL PayPal Holdings Inc
+0.53%
+$1,554.58 
JNJ Johnson & Johnson
+0.52%
+$47,786.65 
MSI Motorola Solutions, Inc.
+0.52%
+$1,732.74 
DOC Healthpeak Properties, Inc.
+0.52%
+$2,489.76 
UBER Uber Technologies, Inc.
+0.51%
+$2,398.68 
FBIN Fortune Brands Innovations Inc.
+0.51%
+$4,100.2 
SWKS Skyworks Solutions Inc.
+0.5%
+$8,581.83 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.47%
+$34,662 
CGDG Capital Group Dividend Growers ETF
+0.47%
+$235.54 
IDV iShares International Select Dividend ETF
+0.47%
+$30,470.58 
WFC Wells Fargo & Company
+0.46%
+$1,527.2 
IJR iShares Core S&P Small-Cap ETF
+0.46%
+$13,245.65 
AEP American Electric Power Company, Inc.
+0.45%
+$2,240.46 
MDY SPDR S&P MidCap 400 ETF Trust
+0.45%
+$101,053.03 
GD General Dynamics Corporation
+0.44%
+$31,703.9 
IWS iShares Russell Mid-Cap Value ETF
+0.44%
+$14.3 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.43%
+$155,622.6 
RTX RTX Corporation
+0.43%
+$2,422.77 
XLI Industrial Select Sector SPDR Fund
+0.41%
+$44.1 
BAC Bank of America Corporation
+0.4%
+$16,013.52 
DWX SPDR S&P International Dividend ETF
+0.4%
+$1,527.69 
MBB iShares MBS ETF
+0.39%
+$161,205.86 
LLY Eli Lilly and Company
+0.39%
+$4,094.23 
VTV Vanguard Value ETF
+0.38%
+$234.06 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.38%
+$195,082.3 
JPM JPMorgan Chase & Co.
+0.37%
+$91,593.16 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.36%
+$6,423.28 
IEF iShares 7-10 Year Treasury Bond ETF
+0.35%
+$84,360 
KR Kroger Co.
+0.35%
+$1,022.49 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
+0.35%
+$238,894.5 
PAVE Global X U.S. Infrastructure Development ETF
+0.34%
+$21,225.96 
CGCB Capital Group Core Bond ETF
+0.33%
+$82.86 
AXP American Express Company
+0.33%
+$2,554.4 
PRU Prudential Financial, Inc.
+0.3%
+$11,920.3 
TIP iShares TIPS Bond ETF
+0.29%
+$36.89 
RSP Invesco S&P 500 Equal Weight ETF
+0.29%
+$315,563.66 
FNF Fidelity National Financial, Inc.
+0.28%
+$470.04 
CGCP Capital Group Core Plus Income ETF
+0.28%
+$68.7 
SCHP Schwab U.S. TIPS ETF
+0.27%
+$35,038.93 
IUSB iShares Core Universal USD Bond ETF
+0.26%
+$30.73 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.26%
+$24,909.96 
AGG iShares Core U.S. Aggregate Bond ETF
+0.26%
+$351.57 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
+0.25%
+$28,394.78 
ABBV AbbVie Inc.
+0.25%
+$11,462.28 
BND Vanguard Total Bond Market Index Fund
+0.25%
+$54.95 
ECL Ecolab Inc.
+0.24%
+$4,731.61 
KMB Kimberly-Clark Corporation
+0.24%
+$1,600.8 
IAGG iShares International Aggregate Bond Fund
+0.24%
+$5.28 
EIX Edison International
+0.23%
+$1,891.11 
SPHY SPDR Portfolio High Yield Bond ETF
+0.22%
+$17,639.71 
PPLT abrdn Physical Platinum Shares ETF
+0.21%
+$6,777.05 
IEI iShares 3-7 Year Treasury Bond ETF
+0.2%
+$8,693.55 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.19%
+$7.84 
CMBS iShares CMBS ETF
+0.15%
+$66,492.58 
CFG Citizens Financial Group, Inc.
+0.14%
+$2,371.46 
PG Procter & Gamble Co
+0.14%
+$2,730 
IHI iShares U.S. Medical Devices ETF
+0.14%
+$67.13 
TGT Target Corporation
+0.13%
+$2,549.4 
XLV Health Care Select Sector SPDR Fund
+0.12%
+$12,214.44 
VOE Vanguard Mid-Cap Value ETF
+0.12%
+$58,204 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
+0.11%
+$2,476.98 
MSFT Microsoft Corp.
+0.1%
+$12,468.65 
COST Costco Wholesale Corporation
+0.1%
+$688.86 
GMOM Cambria Global Momentum ETF
+0.1%
+$7,106.36 
AGZ iShares Agency Bond ETF
+0.09%
+$17,093.83 
PALL abrdn Physical Palladium Shares ETF
+0.08%
+$3,999.92 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.08%
+$13,657.94 
MCD McDonald's Corporation
+0.08%
+$451.58 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$5,839.6 
VGSH Vanguard Short-Term Treasury Fund
+0.08%
+$6,100.69 
HON Honeywell International Inc.
+0.08%
+$537.94 
CSCO Cisco Systems, Inc.
+0.06%
+$4,841.97 
EXC Exelon Corporation
+0.06%
+$267.85 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.05%
+$3,252.97 
KEY KeyCorp
+0.05%
+$471.21 
VZ Verizon Communications Inc.
+0.03%
+$157.89 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$0.94 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$6.57 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$131.44 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$306.32 
HES Hess Corporation
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
MYMD MyMD Pharmaceuticals, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 TPYP
TPYP
0%
$0 G200
G2004J103
0%
$0 UL
UL
0%
$0 
UPS United Parcel Service, Inc.
-3.95%
-$55,365.93 
HPQ HP Inc.
-3.72%
-$125,250.56 
COP ConocoPhillips
-3.24%
-$72,696.75 
XOM Exxon Mobil Corporation
-3.1%
-$248,901.02 
EBAY eBay Inc.
-3.07%
-$53,123.84 
DVN Devon Energy Corporation
-2.91%
-$12,326.07 
WPM Wheaton Precious Metals Corp.
-2.9%
-$219 
PSX Phillips 66
-2.62%
-$28,378.35 
XLE Energy Select Sector SPDR Fund
-2.61%
-$69,688.08 
UNP Union Pacific Corporation
-2.47%
-$62,210.4 
VLO Valero Energy Corporation
-2.28%
-$53,147.64 
EOG EOG Resources, Inc.
-2.25%
-$33,520.85 
LYB LyondellBasell Industries N.V.
-2.15%
-$27,989.85 
CVX Chevron Corporation
-2.14%
-$117,247.13 
FXN First Trust Energy AlphaDEX Fund
-2.06%
-$161.28 
CPB The Campbell's Company
-1.91%
-$12,573.25 
OMC Omnicom Group Inc.
-1.72%
-$44,503.54 
FISV Fiserv, Inc.
-1.63%
-$12,500.95 
MOH Molina Healthcare Inc.
-1.6%
-$6,452.1 
DTE DTE Energy Company
-1.52%
-$63,616.8 
OKE ONEOK, Inc.
-1.46%
-$19,672.38 
CVS CVS Health Corporation
-1.24%
-$7,800.1 
NSC Norfolk Southern Corporation
-1.24%
-$388 
MO Altria Group, Inc.
-1.19%
-$13,060.05 
BRK-B Berkshire Hathaway Inc.
-1.18%
-$9,650.06 
DXCM DexCom, Inc.
-0.92%
-$5,071.7 
KRE SPDR S&P Regional Banking ETF
-0.86%
-$29,753.12 
SWK Stanley Black & Decker Inc.
-0.8%
-$3,677.76 
LNT Alliant Energy Corporation
-0.75%
-$27,434.61 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.72%
-$97,674.08 
XLP Consumer Staples Select Sector SPDR Fund
-0.71%
-$59.67 
UNH UnitedHealth Group Incorporated
-0.64%
-$1,920.76 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.62%
-$54,755.03 
TPYP Tortoise North American Pipeline Fund
-0.62%
-$91,622.69 
KVUE Kenvue Inc.
-0.62%
-$3,805.12 
ES Eversource Energy
-0.58%
-$9,789.78 
ADBE Adobe Inc.
-0.55%
-$34 
PNW Pinnacle West Capital Corporation
-0.53%
-$3,625 
NEE NextEra Energy, Inc.
-0.52%
-$3,524.22 
HD The Home Depot, Inc.
-0.49%
-$4,548.21 
TMUS T-Mobile US, Inc.
-0.48%
-$3,624 
MDLZ Mondelez International, Inc.
-0.46%
-$8,031.24 
EMLP First Trust North American Energy Infrastructure Fund
-0.45%
-$61,515.29 
CBOE Cboe Global Markets Inc.
-0.45%
-$2,060.56 
HRL Hormel Foods Corporation
-0.44%
-$3,261.72 
NTAP NetApp, Inc.
-0.42%
-$2,775.33 
KDP Keurig Dr Pepper Inc.
-0.42%
-$6,290.7 
MET MetLife Inc.
-0.38%
-$12,919.69 
BSX Boston Scientific Corporation
-0.35%
-$473.85 
QSR Restaurant Brands International Inc.
-0.32%
-$4,373.59 
BMY Bristol-Myers Squibb Company
-0.32%
-$8,839.2 
CFR Cullen/Frost Bankers Inc.
-0.31%
-$338.5 
TROW T. Rowe Price Group, Inc.
-0.3%
-$2,549.44 
TRV The Travelers Companies, Inc.
-0.29%
-$25,692.12 
KMI Kinder Morgan, Inc.
-0.25%
-$160 
PFE Pfizer Inc.
-0.23%
-$9,052.81 
DVY iShares Select Dividend ETF
-0.23%
-$0.37 
FE FirstEnergy Corp.
-0.22%
-$2,012.2 
SLV iShares Silver Trust
-0.18%
-$8,072.24 
V Visa Inc. Class A
-0.16%
-$594.01 
PEG Public Service Enterprise Group Incorporated
-0.15%
-$5,612.67 
LOW Lowe's Companies Inc.
-0.14%
-$4,140.72 
MA Mastercard Incorporated
-0.13%
-$838.27 
NRG NRG Energy, Inc.
-0.12%
-$849.55 
COPX Global X Copper Miners ETF
-0.08%
-$1,128.54 
F Ford Motor Company
-0.08%
-$750.07 
AES AES Corporation
-0.03%
-$227.4 
IBM International Business Machines Corporation
-0.03%
-$177.45 
CRM Salesforce Inc
-0.01%
-$25.23 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1602 | Longs Won 1127/1602 70% | Profit Factor 13.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.33M |
| Average Win $377,482.92 | Best Trade (Aug 26) $26.84M | Sharpe Ratio -10.15 |
| Average Loss -$65,637.18 | Worst Trade (Sep 23) -$1.63M | Z-Score 3.79 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 2d | Expectancy $242,748.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,457 | $9.41M | $15.06M | - | $5.66M | 60.14% | +0.799% |
| ABBV AbbVie Inc. | 17,634 | $2.92M | $4.67M | - | $1.74M | 59.7% | +0.246% |
| ACN Accenture plc Class A | 7,214 | $2.28M | $1.35M | - | -$932,714.95 | -40.85% | +3.271% |
| ADBE Adobe Inc. | 25 | $8,818.75 | $6,189 | - | -$2,629.75 | -29.82% | -0.546% |
| AEP American Electric Power Company, Inc. | 4,149 | $430,500.07 | $500,120.46 | - | $69,620.39 | 16.17% | +0.45% |
| AES AES Corporation | 45,480 | $564,861.55 | $674,241 | - | $109,379.45 | 19.36% | -0.034% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,435 | $143,306.97 | $138,054.17 | - | -$5,252.8 | -3.67% | +0.255% |
| AGZ iShares Agency Bond ETF | 179,935 | $19.43M | $19.33M | - | -$102,330.52 | -0.53% | +0.089% |
| AIQ Global X Artificial Intelligence & Technology ETF | 89,165 | $3.78M | $5.89M | - | $2.11M | 55.67% | +3.017% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 69,324 | $4.88M | $7.41M | - | $2.54M | 51.98% | +0.47% |
| ALB Albemarle Corporation | 1,916 | $258,717 | $215,569.16 | - | -$43,147.84 | -16.68% | +1.443% |
| AMAT Applied Materials, Inc. | 2,141 | $312,979.11 | $987,600.48 | - | $674,621.37 | 215.55% | +3.759% |
| AMD Advanced Micro Devices, Inc. | 8,734 | $1.73M | $5.35M | - | $3.62M | 209.81% | +9.46% |
| AMZN Amazon.com Inc | 28,082 | $5.93M | $7.24M | - | $1.32M | 22.22% | +1.655% |
| ANET Arista Networks, Inc. | 7,937 | $1.07M | $1.61M | - | $542,135.54 | 50.83% | +1.655% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 407 | $16,894 | $20,166.85 | - | $3,272.85 | 19.37% | +0.67% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 1,766 | $96,696 | $123,054.88 | - | $26,358.88 | 27.26% | +0.869% |
| ARES Ares Management Corporation | 5,130 | $559,682.1 | $654,716.25 | - | $95,034.15 | 16.98% | +3.09% |
| AVGO Broadcom Inc. | 6,297 | $1.85M | $2.27M | - | $418,349.33 | 22.58% | +0.864% |
| AXP American Express Company | 2,480 | $667,381.67 | $775,223.2 | - | $107,841.53 | 16.16% | +0.331% |
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FAQ
Which stocks have generated the highest profits for Michael W. Hazelwood?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $8.01M, Goldman Sachs Access Investment Grade Corporate Bond ETF - $7.22M, Janus Henderson Mortgage-Backed Securities ETF - $6.73M, TPYP - $5.84M, and iShares MBS ETF - $4.45M. 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: Invesco India ETF - $579,630.26, Fiserv, Inc - $490,792.16, Accenture plc Class A - $412,992.22, Salesforce Inc - $362,333.78, and Boston Scientific Corporation - $234,657.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael W. Hazelwood's portfolio generate?
The portfolio generates substantial dividend income, with a total of $86.98M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $7.65M, Goldman Sachs Access Investment Grade Corporate Bond ETF - $7.24M, Janus Henderson Mortgage-Backed Securities ETF - $6.76M, iShares MBS ETF - $4.44M, and iShares CMBS ETF - $3.73M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael W. Hazelwood's monthly returns?
Michael W. Hazelwood'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 Michael W. Hazelwood's strategy be considered aggressive or moderate?
Michael W. Hazelwood'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 Michael W. Hazelwood's strategy?
Michael W. Hazelwood's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
