JCH
Joseph C. Hand Portfolio
Invests via Morangie Management LLC | Managed by Geraldine (Gerrie) McManus, Joseph C. Hand
Invests via Morangie Management LLC
Managed by Geraldine (Gerrie) McManus, Joseph C. Hand
Automatically Tracked
Seasoned private equity and corporate finance executive with experience in deal sourcing, portfolio oversight and capital markets engagement. Joseph C. Hand is known for leading M&A transactions, operational turnarounds and investor relations in middle-market industrials and services; frequently serves on boards and committees advising governance and strategic planning. Market-facing profile emphasizes value creation via operational improvements, bolt-on acquisitions and disciplined capital allocation, making him a likely collaborator for sponsors and institutional investors.
Seasoned private equity and corporate finance executive with experience in deal sourcing, portfolio oversight and capital markets engagement. Joseph C. Hand is known for leading M&A transactions, operational turnarounds and investor relations in middle-market industrials and services; frequently serves on boards and committees advising governance and strategic planning. Market-facing profile emphasizes value creation via operational improvements, bolt-on acquisitions and disciplined capital allocation, making him a likely collaborator for sponsors and institutional investors.
Investment Philosophy & Strategy
Operates with a value-oriented private equity mindset, prioritizing operational improvement, disciplined capital allocation and bolt-on consolidation to drive middle‑market industrials and services growth. Prefers control or influential minority stakes where active governance and hands‑on turnaround plans accelerate cash‑flow recovery and margin expansion. Investment horizon is medium-to-long term, underwriting predictable free cash flow, conservative leverage, and clear exit paths while coordinating closely with sponsors, management teams and capital markets.
Operates with a value-oriented private equity mindset, prioritizing operational improvement, disciplined capital allocation and bolt-on consolidation to drive middle‑market industrials and services growth. Prefers control or influential minority stakes where active governance and hands‑on turnaround plans accelerate cash‑flow recovery and margin expansion. Investment horizon is medium-to-long term, underwriting predictable free cash flow, conservative leverage, and clear exit paths while coordinating closely with sponsors, management teams and capital markets.
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:
8.51%
Gain +1.17%
Monthly
0.42%
Yearly
5.13%
Drawdown
32.82%
$129.26M
Equity
Holdings
$129.26M
Investment
$113.38M
$9.65M
Profit +$1.45M
Realized
-$6.22M
Unrealized
$15.88M
Dividends
$1.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.17%
Profit
$1.45M
Win %
83%
This Week
Compared To Last Week
Gain
0.8%
Profit
$1.02M
Win %
83%
This Month
Compared to last month
Gain
4.55%
Profit
$5.63M
Win %
83%
This Year
Compared to last year
Gain
7.76%
Profit
$9.31M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$1.9M 
GOOG Alphabet Inc
+6.88%
+$92,201.58 
GOOGL Alphabet Inc
+6.73%
+$180,748.68 
MSFT Microsoft Corp.
+3.02%
+$104,070.34 
NVDA NVIDIA Corporation
+2.93%
+$85,090.52 
CRM Salesforce Inc
+1.83%
+$31,468.11 
VUG Vanguard Growth ETF
+1.1%
+$3,069 
NOW ServiceNow, Inc.
+1.05%
+$8,391.44 
JPEF JPMorgan Equity Focus ETF
+1.05%
+$12,351.9 
XLE Energy Select Sector SPDR Fund
+1%
+$12,316.84 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$15,631.8 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$107,441.38 
IVV iShares Core S&P 500 ETF
+0.69%
+$9,681.92 
PLTR Palantir Technologies Inc.
+0.65%
+$10,075.17 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$55,442.28 
BAC Bank of America Corporation
+0.36%
+$23,715.34 
JPM JPMorgan Chase & Co.
+0.27%
+$18,172.08 
MS Morgan Stanley
+0.17%
+$13,904.36 
AAPL Apple Inc.
-7.35%
-$601,573.68 
KVYO Klaviyo Inc.
-2.78%
-$205,614.66 
SNOW Snowflake Inc.
-1.62%
-$57,570.2 
DKNG DraftKings Inc.
-1.01%
-$59,430.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,921.97 
GS The Goldman Sachs Group, Inc.
-0.63%
-$52,565.68 
WELL Welltower Inc.
-0.51%
-$20,747.65 
IWM iShares Russell 2000 ETF
-0.47%
-$9,545.06 
SPG Simon Property Group, Inc.
-0.46%
-$10,989.97 
VGT Vanguard Information Technology ETF
-0.38%
-$1,376 
VTWV Vanguard Russell 2000 Value Index Fund
-0.38%
-$4,387.51 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$862.41 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$998.53 
XLF Financial Select Sector SPDR Fund
-0.1%
-$790.86 
VO Vanguard Mid-Cap ETF
-0.05%
-$164.16 
UBER Uber Technologies, Inc.
-0.01%
-$32.85 Events
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Dividends
Dividend Analysis
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| Trades 163 | Longs Won 114/163 69% | Profit Factor 1.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $970,090.1 |
| Average Win $264,939.31 | Best Trade (Aug 14) $3.25M | Sharpe Ratio -9.82 |
| Average Loss -$419,392.66 | Worst Trade (Aug 13) -$9.65M | Z-Score 8.41 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 6d | Expectancy $59,219.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.31% | 2.69% | 18.14% |
| Consecutive Losing Trades | 308 | 277 | 247 | 216 | 185 | 154 | 123 | 92 | 62 | 31 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,534 | $6.04M | $7.58M | - | $1.54M | 25.43% | -7.354% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 7,681 | $401,483.54 | $577,995.25 | - | $176,511.71 | 43.96% | -0.172% |
| AMZN Amazon.com Inc | 52,699 | $11.57M | $14.31M | - | $2.74M | 23.65% | +15.321% |
| BAC Bank of America Corporation | 107,797 | $4.93M | $6.68M | - | $1.75M | 35.49% | +0.356% |
| CRM Salesforce Inc | 9,507 | $2.75M | $1.75M | - | -$998,173.54 | -36.33% | +1.832% |
| DKNG DraftKings Inc. | 247,626 | $9.15M | $5.81M | - | -$3.34M | -36.47% | -1.012% |
| GOOG Alphabet Inc | 4,014 | $884,184.09 | $1.43M | - | $547,408.97 | 61.91% | +6.884% |
| GOOGL Alphabet Inc | 8,044 | $1.52M | $2.86M | - | $1.34M | 88.47% | +6.734% |
| GRNY Fundstrat Granny Shots US Large Cap ETF | 78,159 | $1.94M | $2.11M | - | $175,857.82 | 9.09% | +0.746% |
| GS The Goldman Sachs Group, Inc. | 8,112 | $5.14M | $8.26M | - | $3.12M | 60.83% | -0.632% |
| IVV iShares Core S&P 500 ETF | 1,891 | $1.18M | $1.42M | - | $241,339.61 | 20.5% | +0.687% |
| IWM iShares Russell 2000 ETF | 6,867 | $1.52M | $2M | - | $482,391.02 | 31.79% | -0.475% |
| JPEF JPMorgan Equity Focus ETF | 14,775 | $1.04M | $1.18M | - | $147,469.07 | 14.23% | +1.054% |
| JPM JPMorgan Chase & Co. | 19,332 | $5.01M | $6.8M | - | $1.8M | 35.87% | +0.268% |
| KVYO Klaviyo Inc. | 403,166 | $16.6M | $7.19M | - | -$9.41M | -56.68% | -2.779% |
| MS Morgan Stanley | 38,623 | $5.17M | $8.13M | - | $2.96M | 57.16% | +0.171% |
| MSFT Microsoft Corp. | 7,641 | $3.33M | $3.55M | - | $219,347.73 | 6.58% | +3.019% |
| NOW ServiceNow, Inc. | 7,234 | $1.43M | $804,637.82 | - | -$623,967.89 | -43.68% | +1.054% |
| NVDA NVIDIA Corporation | 14,902 | $2.13M | $2.99M | - | $856,883.96 | 40.14% | +2.928% |
| PLTR Palantir Technologies Inc. | 12,594 | $2.24M | $1.55M | - | -$688,712.83 | -30.77% | +0.654% |
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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 Joseph C. Hand?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $320,755.11, Morgan Stanley - $249,283.01, JPMorgan Chase & Co - $178,997.32, The Goldman Sachs Group, Inc - $178,079.32, and Bank of America Corporation - $157,926.07. 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: Klaviyo Inc - $5.05M, DraftKings Inc - $850,308.08, Salesforce Inc - $260,641.23, Wolfspeed, Inc - $72,315.19, and ServiceNow, Inc - $62,416.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joseph C. Hand's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.51M earned over time. The largest contributors to dividend income include Morgan Stanley - $235,950.73, SPDR S&P 500 ETF Trust - $234,695.22, JPMorgan Chase & Co - $169,971.2, The Goldman Sachs Group, Inc - $162,720.5, and Bank of America Corporation - $147,775.46. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joseph C. Hand's monthly returns?
Joseph C. Hand'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 Joseph C. Hand's strategy be considered aggressive or moderate?
Joseph C. Hand's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Joseph C. Hand's strategy?
Joseph C. Hand'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.
