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:
76.1%
Gain +0.94%
Monthly
1.83%
Yearly
24.34%
Drawdown
21.93%
$1.67B
Equity
Holdings
$1.67B
Investment
$1.31B
$394.91M
Profit +$7.29M
Realized
$36.05M
Unrealized
$358.85M
Dividends
$84.52M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.94%
Profit
$7.29M
Win %
71%
This Week
Compared To Last Week
Gain
1.21%
Profit
$19.87M
Win %
71%
This Month
Compared to last month
Gain
1.21%
Profit
$19.87M
Win %
71%
This Year
Compared to last year
Gain
-1.55%
Profit
$93.9M
Win %
71%
TPYP
+40.21%
+$7.29M 
UL
+22.28%
+$496,199.05 
PLTR Palantir Technologies Inc.
+19.73%
+$68,753.59 
HPQ HP Inc.
+6.27%
+$166,348.4 
AVGO Broadcom Inc.
+6.11%
+$150,939.03 
MU Micron Technology, Inc.
+6.07%
+$1.23M 
AMD Advanced Micro Devices, Inc.
+5.58%
+$236,167.27 
KMB Kimberly-Clark Corporation
+3.73%
+$26,746.7 
SWK Stanley Black & Decker Inc.
+3.5%
+$17,545.98 
GILD Gilead Sciences Inc.
+3.13%
+$46,658.11 
ANET Arista Networks, Inc.
+3.04%
+$44,605.94 
STX Seagate Technology Holdings plc
+3.02%
+$81,678.07 
LOW Lowe's Companies Inc.
+2.97%
+$96,616.83 
OKE ONEOK, Inc.
+2.91%
+$37,038.84 
KVUE Kenvue Inc.
+2.84%
+$18,679.68 
ACN Accenture plc Class A
+2.82%
+$33,689.45 
CRM Salesforce Inc
+2.71%
+$3,633.85 
HONA Honeywell Aerospace Inc.
+2.69%
+$15,047.2 
NVDA NVIDIA Corporation
+2.56%
+$144,790.7 
TXN Texas Instruments Inc
+2.49%
+$98,603.62 
ADBE Adobe Inc.
+2.45%
+$153.75 
OMC Omnicom Group Inc.
+2.41%
+$64,640.13 
IBM International Business Machines Corporation
+2.24%
+$12,839.77 
LNG Cheniere Energy Inc.
+2.13%
+$38,331.34 
EFG iShares MSCI EAFE Growth ETF
+2.08%
+$33.09 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.08%
+$312,265.8 
MCD McDonald's Corporation
+2.04%
+$12,215.78 
TROW T. Rowe Price Group, Inc.
+2.01%
+$18,750.72 
AAPL Apple Inc.
+1.96%
+$264,963.28 
HBAN Huntington Bancshares Incorporated
+1.96%
+$85,345.44 
EQIX Equinix, Inc.
+1.91%
+$26,568.08 
MRK Merck & Co., Inc.
+1.9%
+$180,089.73 
MDY SPDR S&P MidCap 400 ETF Trust
+1.88%
+$440,711.97 
RDVY First Trust Rising Dividend Achievers ETF
+1.86%
+$148,590.64 
OEF iShares S&P 100 ETF
+1.84%
+$55.12 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$29,491.98 
ALB Albemarle Corporation
+1.78%
+$4,042.76 
UNP Union Pacific Corporation
+1.76%
+$46,161.83 
PALL abrdn Physical Palladium Shares ETF
+1.75%
+$79,998.4 
VLO Valero Energy Corporation
+1.74%
+$30,241.01 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.73%
+$116,847.65 
F Ford Motor Company
+1.73%
+$18,751.75 
SWKS Skyworks Solutions Inc.
+1.61%
+$19,092.15 
CPB The Campbell's Company
+1.59%
+$11,300 
PFE Pfizer Inc.
+1.52%
+$52,923.98 
QSR Restaurant Brands International Inc.
+1.48%
+$20,099.82 
JPM JPMorgan Chase & Co.
+1.39%
+$348,624.02 
BSX Boston Scientific Corporation
+1.36%
+$2,084.94 
ECL Ecolab Inc.
+1.33%
+$26,597.13 
MICC The Magnum Ice Cream Company N.V.
+1.31%
+$27.36 
MSI Motorola Solutions, Inc.
+1.29%
+$4,103.51 
XLE Energy Select Sector SPDR Fund
+1.29%
+$31,525.56 
BBY Best Buy Co., Inc.
+1.29%
+$6,245.8 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.22%
+$100.62 
GOOGL Alphabet Inc
+1.11%
+$132,338.92 
V Visa Inc. Class A
+1.07%
+$3,880.79 
TRV The Travelers Companies, Inc.
+0.95%
+$84,331.53 
IVV iShares Core S&P 500 ETF
+0.94%
+$577,428.1 
KRE SPDR S&P Regional Banking ETF
+0.9%
+$32,847.55 
DOC Healthpeak Properties, Inc.
+0.88%
+$4,505.28 
GD General Dynamics Corporation
+0.87%
+$68,112.02 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.84%
+$67,390.8 
HON Honeywell International Inc.
+0.82%
+$6,791.83 
LYB LyondellBasell Industries N.V.
+0.81%
+$10,312.05 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$6,540.24 
FXN First Trust Energy AlphaDEX Fund
+0.78%
+$57.12 
TLT iShares 20+ Year Treasury Bond ETF
+0.77%
+$62,509.23 
WMT Walmart Inc.
+0.75%
+$90,940.68 
NEE NextEra Energy, Inc.
+0.75%
+$5,454.15 
TPYP Tortoise North American Pipeline Fund
+0.75%
+$110,638.72 
KDP Keurig Dr Pepper Inc.
+0.73%
+$10,887.75 
TIP iShares TIPS Bond ETF
+0.72%
+$91.63 
BMY Bristol-Myers Squibb Company
+0.69%
+$19,888.2 
MBB iShares MBS ETF
+0.62%
+$261,108.08 
AXP American Express Company
+0.58%
+$4,935.2 
PNW Pinnacle West Capital Corporation
+0.57%
+$4,205 
MDLZ Mondelez International, Inc.
+0.57%
+$10,039.05 
EBAY eBay Inc.
+0.54%
+$8,983.04 
DXCM DexCom, Inc.
+0.49%
+$2,659.55 
EXC Exelon Corporation
+0.46%
+$2,249.94 
MOH Molina Healthcare Inc.
+0.44%
+$1,708.5 
DWX SPDR S&P International Dividend ETF
+0.42%
+$1,650.4 
UPS United Parcel Service, Inc.
+0.41%
+$6,222.48 
ETN Eaton Corporation plc
+0.38%
+$2,760.49 
CGCB Capital Group Core Bond ETF
+0.37%
+$92.72 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.32%
+$70.08 
SPHY SPDR Portfolio High Yield Bond ETF
+0.3%
+$24,548.3 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.3%
+$18,379.2 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.28%
+$26,634.59 
SHY iShares 1-3 Year Treasury Bond ETF
+0.28%
+$20,663.2 
JPST JPMorgan Ultra-Short Income ETF
+0.28%
+$8.82 
FLOT iShares Floating Rate Bond ETF
+0.28%
+$8,000.64 
IEI iShares 3-7 Year Treasury Bond ETF
+0.28%
+$12,364.16 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.27%
+$11.2 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.27%
+$16,915.47 
VGSH Vanguard Short-Term Treasury Fund
+0.24%
+$18,979.67 
XLP Consumer Staples Select Sector SPDR Fund
+0.22%
+$19.38 
SCHP Schwab U.S. TIPS ETF
+0.19%
+$25,613.25 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
+0.19%
+$21,861.06 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.18%
+$18,226.8 
IUSB iShares Core Universal USD Bond ETF
+0.18%
+$21.36 
MA Mastercard Incorporated
+0.17%
+$1,042.37 
IEF iShares 7-10 Year Treasury Bond ETF
+0.14%
+$34,271.25 
AGZ iShares Agency Bond ETF
+0.12%
+$23,391.55 
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF
+0.12%
+$80,665.68 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$157.85 
CSCO Cisco Systems, Inc.
+0.11%
+$8,992.23 
BND Vanguard Total Bond Market Index Fund
+0.11%
+$25.12 
IMVP Invesco India ETF
+0.1%
+$386.44 
EMLP First Trust North American Energy Infrastructure Fund
+0.09%
+$12,618.52 
TMUS T-Mobile US, Inc.
+0.08%
+$634.22 
CGDG Capital Group Dividend Growers ETF
+0.08%
+$39.9 
PEG Public Service Enterprise Group Incorporated
+0.08%
+$3,207.24 
MSFT Microsoft Corp.
+0.04%
+$4,085.17 
TLH iShares 10-20 Year Treasury Bond ETF
+0.02%
+$3,749.14 
CMBS iShares CMBS ETF
0%
+$284.97 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
ARES Ares Management Corporation
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CCL Carnival Corporation Ltd.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
CVS CVS Health Corporation
0%
$0 
DE Deere & Company
0%
$0 
EIPI FT Energy Income Partners Enhanced Income ETF
0%
$0 
EIX Edison International
0%
$0 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
0%
$0 
G2004J103
0%
$0 
GE General Electric Company
0%
$0 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
0%
$0 
GLW Corning Incorporated
0%
$0 
GMOM Cambria Global Momentum ETF
0%
+$18.9 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
$0 
HES Hess Corporation
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PPLT abrdn Physical Platinum Shares ETF
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0 
TFC Truist Financial Corporation
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
MYMD MyMD Pharmaceuticals, Inc.
-82.26%
-$49.5 
IPG The Interpublic Group of Companies, Inc.
-14.49%
-$413,178.93 
ORCL Oracle Corporation
-8.45%
-$32,717.41 
FBIN Fortune Brands Innovations Inc.
-5.58%
-$59,657.91 
IVZ Invesco Ltd.
-4.24%
-$25,590.85 
SKYY First Trust Cloud Computing ETF
-3.37%
-$552.78 
TGT Target Corporation
-3.25%
-$59,000.4 
CBOE Cboe Global Markets Inc.
-3.16%
-$15,893.47 
IGV iShares Expanded Tech-Software Sector ETF
-2.91%
-$264,307.05 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.66%
-$221,836.59 
WPM Wheaton Precious Metals Corp.
-2.53%
-$141.5 
CMCSA Comcast Corp
-2.44%
-$32,830.74 
NTAP NetApp, Inc.
-2.42%
-$14,603.68 
HD The Home Depot, Inc.
-2.37%
-$24,937.64 
AMZN Amazon.com Inc
-2.32%
-$185,340.89 
NKE Nike, Inc. - Class B
-2.18%
-$16,297.32 
IQV IQVIA Holdings Inc.
-2.17%
-$84,425.64 
VUG Vanguard Growth ETF
-2.16%
-$2,301.12 
IWF iShares Russell 1000 Growth ETF
-2.11%
-$24,663.6 
IWP iShares Russell Mid-Cap Growth ETF
-2.05%
-$94.71 
PAVE Global X U.S. Infrastructure Development ETF
-2.05%
-$139,147.96 
CGGR Capital Group Growth ETF
-2.01%
-$105.8 
VOT Vanguard Mid-Cap Growth ETF
-2%
-$630,050.58 
DIS The Walt Disney Company
-1.99%
-$23,134.8 
CEG Constellation Energy Corporation
-1.94%
-$50,566.5 
ISRG Intuitive Surgical, Inc.
-1.9%
-$3,801.14 
UNH UnitedHealth Group Incorporated
-1.88%
-$6,224.56 
XLI Industrial Select Sector SPDR Fund
-1.81%
-$209.16 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.79%
-$334.96 
VBK Vanguard Small-Cap Growth ETF
-1.78%
-$393,298.16 
MMSC First Trust Multi-Manager Small Cap Opportunities ETF
-1.76%
-$993.08 
UBER Uber Technologies, Inc.
-1.75%
-$8,328.75 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$53,019.19 
IWM iShares Russell 2000 ETF
-1.7%
-$25,150.15 
WFC Wells Fargo & Company
-1.64%
-$5,497.92 
IJR iShares Core S&P Small-Cap ETF
-1.62%
-$49,670.19 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.51%
-$105.6 
XLK State Street Technology Select Sector SPDR ETF
-1.51%
-$1,839.95 
EOG EOG Resources, Inc.
-1.51%
-$22,674.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.51%
-$1,114.74 
VB Vanguard Small-Cap ETF
-1.5%
-$198 
IP International Paper Company
-1.5%
-$17,136.18 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.47%
-$39,596.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.45%
-$160,486.32 
CFG Citizens Financial Group, Inc.
-1.44%
-$26,211.15 
T AT&T Inc.
-1.44%
-$6,714.32 
CVX Chevron Corporation
-1.44%
-$72,674.5 
CGUS Capital Group Core Equity ETF
-1.43%
-$265.85 
CGDV Capital Group Dividend Value ETF
-1.43%
-$385.92 
DRIV Global X Autonomous & Electric Vehicles ETF
-1.43%
-$153.59 
NXTG First Trust Indxx NextG ETF
-1.3%
-$506.15 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-1.28%
-$222,429.39 
IWR iShares Russell Mid-Cap ETF
-1.25%
-$50.04 
DVN Devon Energy Corporation
-1.17%
-$4,529.72 
PYPL PayPal Holdings Inc
-1.14%
-$3,730.98 
VZ Verizon Communications Inc.
-1.11%
-$5,526.15 
CGBL Capital Group Core Balanced ETF
-1.04%
-$688.35 
CGGO Capital Group Global Growth Equity ETF
-1.03%
-$181.22 
COP ConocoPhillips
-1.02%
-$20,770.5 
VO Vanguard Mid-Cap ETF
-1.01%
-$76.36 
IWS iShares Russell Mid-Cap Value ETF
-1.01%
-$34.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.97%
-$1.09M 
KEY KeyCorp
-0.96%
-$10,366.62 
IWD iShares Russell 1000 Value ETF
-0.95%
-$85,701.88 
NFLX Netflix, Inc.
-0.88%
-$3,836.46 
HRL Hormel Foods Corporation
-0.87%
-$7,791.3 
BAC Bank of America Corporation
-0.85%
-$36,900.72 
C Citigroup Inc.
-0.84%
-$9,788.89 
LITP Sprott Lithium Miners ETF
-0.79%
-$20,314.69 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.77%
-$935.98 
FISV Fiserv, Inc.
-0.75%
-$6,656.35 
KR Kroger Co.
-0.74%
-$2,093.67 
DTD WisdomTree U.S. Total Dividend Fund
-0.73%
-$28,680.4 
MTUM iShares MSCI USA Momentum Factor ETF
-0.73%
-$67.89 
JNJ Johnson & Johnson
-0.7%
-$60,156.53 
LNT Alliant Energy Corporation
-0.69%
-$27,434.61 
IHI iShares U.S. Medical Devices ETF
-0.68%
-$354.83 
RTX RTX Corporation
-0.66%
-$4,174.14 
AEP American Electric Power Company, Inc.
-0.66%
-$3,505.95 
COST Costco Wholesale Corporation
-0.65%
-$4,822.03 
COPX Global X Copper Miners ETF
-0.63%
-$8,061 
CCOR Core Alternative ETF
-0.59%
-$450.59 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.59%
-$843,978.15 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.59%
-$118.03 
FLJP Franklin FTSE Japan ETF
-0.58%
-$98,634.35 
XOM Exxon Mobil Corporation
-0.57%
-$43,201.74 
IUSV iShares Core S&P U.S. Value ETF
-0.56%
-$25.2 
LRCX Lam Research Corporation
-0.54%
-$56,502.28 
VWO Vanguard FTSE Emerging Markets ETF
-0.53%
-$253,272.68 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.52%
-$43,303.48 
CFR Cullen/Frost Bankers Inc.
-0.51%
-$582.22 
FRDM Freedom 100 Emerging Markets ETF
-0.5%
-$18,363.18 
ES Eversource Energy
-0.5%
-$9,036.72 
VTV Vanguard Value ETF
-0.47%
-$290.85 
SCHF Schwab International Equity ETF
-0.47%
-$14,889.68 
VEU Vanguard FTSE All-World ex-US ETF
-0.45%
-$17.76 
XLV Health Care Select Sector SPDR Fund
-0.44%
-$41,878.66 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$11.34 
EFA iShares MSCI EAFE ETF
-0.41%
-$95,882.39 
VOE Vanguard Mid-Cap Value ETF
-0.4%
-$190,906.79 
META Meta Platforms Inc Class A
-0.39%
-$6,803.37 
LGOV First Trust Long Duration Opportunities ETF
-0.38%
-$10,352.08 
DVY iShares Select Dividend ETF
-0.37%
-$0.6 
NSC Norfolk Southern Corporation
-0.35%
-$117 
NVS Novartis AG Sponsored ADR
-0.34%
-$14,197.52 
IAGG iShares International Aggregate Bond Fund
-0.3%
-$6.6 
EFV iShares MSCI EAFE Value ETF
-0.26%
-$4.62 
VNQ Vanguard Real Estate ETF
-0.21%
-$30.95 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.2%
-$106,408.53 
SLV iShares Silver Trust
-0.19%
-$7,338.4 
MET MetLife Inc.
-0.19%
-$6,285.24 
CGCP Capital Group Core Plus Income ETF
-0.18%
-$45.8 
ABBV AbbVie Inc.
-0.17%
-$7,230.12 
FE FirstEnergy Corp.
-0.17%
-$1,609.76 
FNF Fidelity National Financial, Inc.
-0.15%
-$313.36 
PSX Phillips 66
-0.14%
-$1,190.7 
RNEM Emerging Markets Equity Select Mutual Fund
-0.14%
-$2,071.76 
AES AES Corporation
-0.1%
-$682.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.1%
-$1,700.28 
KMI Kinder Morgan, Inc.
-0.06%
-$40 
DTE DTE Energy Company
-0.04%
-$1,957.44 Events
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Dividends
Dividend Analysis
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| Trades 1602 | Longs Won 1150/1602 71% | Profit Factor 16.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.29M |
| Average Win $370,853.63 | Best Trade (Aug 06) $25.25M | Sharpe Ratio -10.15 |
| Average Loss -$57,993.7 | Worst Trade (Aug 06) -$1.56M | Z-Score 6.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m | Expectancy $246,507.81 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
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 Michael W. Hazelwood?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $7.65M, Goldman Sachs Access Investment Grade Corporate Bond ETF - $6.94M, Janus Henderson Mortgage-Backed Securities ETF - $6.5M, TPYP - $5.84M, and iShares MBS ETF - $4.3M. 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 United Parcel Service, Inc - $257,767.52. 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 $84.52M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $7.29M, Goldman Sachs Access Investment Grade Corporate Bond ETF - $6.95M, Janus Henderson Mortgage-Backed Securities ETF - $6.53M, iShares MBS ETF - $4.28M, and iShares CMBS ETF - $3.59M. 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.
