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:
4.94%
Gain +0.99%
Monthly
0.22%
Yearly
2.73%
Drawdown
32.82%
$121.39M
Equity
Holdings
$121.39M
Investment
$111.19M
$5.59M
Profit +$1.19M
Realized
-$4.99M
Unrealized
$10.57M
Dividends
$1.73M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.99%
Profit
$1.19M
Win %
81%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$1.01M
Win %
81%
This Month
Compared to last month
Gain
1.71%
Profit
$2.04M
Win %
81%
This Year
Compared to last year
Gain
1.7%
Profit
$2.03M
Win %
76%
KVYO Klaviyo Inc.
+6.35%
+$588,944.52 
NOW ServiceNow, Inc.
+6.14%
+$61,968.33 
CRM Salesforce Inc
+4.57%
+$101,113.18 
RCAT Red Cat Holdings, Inc.
+3.59%
+$1,700 
UBER Uber Technologies, Inc.
+2.86%
+$6,504.3 
SPG Simon Property Group, Inc.
+2.36%
+$48,175.68 
DKNG DraftKings Inc.
+2.17%
+$98,057.24 
VTWV Vanguard Russell 2000 Value Index Fund
+1.45%
+$15,771.14 
GS The Goldman Sachs Group, Inc.
+1.43%
+$101,937.45 
XLF Financial Select Sector SPDR Fund
+1.38%
+$9,885.75 
IWM iShares Russell 2000 ETF
+1.37%
+$27,951.04 
MSFT Microsoft Corp.
+1.08%
+$44,114 
WELL Welltower Inc.
+1.06%
+$45,679.74 
VO Vanguard Mid-Cap ETF
+1.01%
+$3,329.09 
VIG Vanguard Dividend Appreciation ETF
+0.86%
+$2,007.9 
IWD iShares Russell 1000 Value ETF
+0.76%
+$2,618.88 
BAC Bank of America Corporation
+0.6%
+$33,260.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$2,238.12 
GOOGL Alphabet Inc
+0.45%
+$12,712.6 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$2,381.11 
GOOG Alphabet Inc
+0.37%
+$5,022.4 
MS Morgan Stanley
+0.33%
+$22,811.94 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$44,187.63 
AMZN Amazon.com Inc
+0.27%
+$24,248.37 
IVV iShares Core S&P 500 ETF
+0.27%
+$6,681.78 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.22%
+$796.62 
JPM JPMorgan Chase & Co.
+0.07%
+$4,837 STDN
STDN
0%
$0 
NVDA NVIDIA Corporation
-1.84%
-$60,919.76 
XLE Energy Select Sector SPDR Fund
-1.58%
-$22,337.32 
VGT Vanguard Information Technology ETF
-0.41%
-$1,632 
AAPL Apple Inc.
-0.28%
-$23,536.32 
PLTR Palantir Technologies Inc.
-0.23%
-$5,631.54 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$11,969.18 
VUG Vanguard Growth ETF
-0.1%
-$297.09 
SNOW Snowflake Inc.
0%
-$90.49 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 192 | Longs Won 135/192 70% | Profit Factor 1.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $895,516.18 |
| Average Win $201,249.82 | Best Trade (Oct 16) $3.14M | Sharpe Ratio -9.29 |
| Average Loss -$378,649.61 | Worst Trade (Oct 16) -$9.31M | Z-Score 8.21 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $29,092.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.23% | 1.12% | 4.35% | 14.07% | 39.62% |
| Consecutive Losing Trades | 321 | 289 | 256 | 224 | 192 | 160 | 128 | 96 | 64 | 32 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,517 | $6.04M | $8.38M | - | $2.35M | 38.87% | -0.28% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 7,681 | $401,483.54 | $573,309.84 | - | $171,826.3 | 42.8% | +0.417% |
| AMZN Amazon.com Inc | 35,660 | $7.84M | $9.08M | - | $1.25M | 15.93% | +0.268% |
| BAC Bank of America Corporation | 107,293 | $4.91M | $5.55M | - | $640,230.67 | 13.05% | +0.603% |
| CRM Salesforce Inc | 9,371 | $2.7M | $2.31M | - | -$389,957.44 | -14.43% | +4.573% |
| DKNG DraftKings Inc. | 239,164 | $8.84M | $4.62M | - | -$4.22M | -47.74% | +2.169% |
| GOOG Alphabet Inc | 3,986 | $878,851.77 | $1.37M | - | $495,959.49 | 56.43% | +0.367% |
| GOOGL Alphabet Inc | 8,046 | $1.52M | $2.81M | - | $1.29M | 84.77% | +0.454% |
| GRNY Fundstrat Granny Shots US Large Cap ETF | 13,277 | $328,738.51 | $368,038.44 | - | $39,299.93 | 11.95% | +0.217% |
| GS The Goldman Sachs Group, Inc. | 8,116 | $5.14M | $7.23M | - | $2.09M | 40.73% | +1.429% |
| IVV iShares Core S&P 500 ETF | 3,228 | $2.2M | $2.5M | - | $300,727.01 | 13.66% | +0.268% |
| IWD iShares Russell 1000 Value ETF | 1,364 | $338,177 | $349,347.68 | - | $11,170.68 | 3.3% | +0.755% |
| IWM iShares Russell 2000 ETF | 7,534 | $1.7M | $2.07M | - | $369,820.56 | 21.72% | +1.367% |
| JPM JPMorgan Chase & Co. | 19,348 | $5.01M | $6.49M | - | $1.48M | 29.56% | +0.075% |
| KVYO Klaviyo Inc. | 545,319 | $18.84M | $9.86M | - | -$8.98M | -47.64% | +6.349% |
| MS Morgan Stanley | 38,663 | $5.18M | $7.04M | - | $1.86M | 35.95% | +0.325% |
| MSFT Microsoft Corp. | 7,672 | $3.35M | $4.14M | - | $791,105.53 | 23.63% | +1.077% |
| NOW ServiceNow, Inc. | 7,214 | $1.42M | $1.07M | - | -$352,709.34 | -24.76% | +6.137% |
| NVDA NVIDIA Corporation | 14,968 | $2.15M | $3.25M | - | $1.1M | 51.25% | -1.839% |
| PLTR Palantir Technologies Inc. | 11,982 | $2.13M | $2.4M | - | $272,640.98 | 12.8% | -0.234% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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: Snowflake Inc - $590,845.93, Amazon.com Inc - $457,499.71, SPDR S&P 500 ETF Trust - $358,758.37, Morgan Stanley - $249,283.01, and The Goldman Sachs Group, Inc - $218,639.32. 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 - $1M, Salesforce Inc - $270,669.28, Wolfspeed, Inc - $72,315.19, and ServiceNow, Inc - $63,848.51. 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 $1.73M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $272,698.48, Morgan Stanley - $235,950.73, The Goldman Sachs Group, Inc - $203,280.5, JPMorgan Chase & Co - $201,895.4, and Bank of America Corporation - $182,270.5. 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.
2026 © Marketlog. All Rights Reserved.
