Michael Hartman Portfolio
Invests via NORTHEAST PLANNING ASSOCIATES Inc. / NH / | Managed by Michael Hartman
Invests via NORTHEAST PLANNING ASSOCIATES Inc. / NH /
Managed by Michael Hartman
Automatically Tracked
Michael Hartman Profile
With a robust career in technology entrepreneurship, Michael Hartman has established himself as an influential leader in the digital transformation space. He co-founded several successful startups that focus on innovative software solutions and operational efficiencies. His experience spans across various sectors, particularly emphasizing consumer engagement and data analytics. Recognized for his strategic insights and adept market positioning, he is well-regarded among investors seeking to navigate the fast-evolving tech landscape. Currently involved with initiatives aiming at scaling emerging technologies, Hartman's impact resonates within both entrepreneurial circles and corporate partnerships.
With a robust career in technology entrepreneurship, Michael Hartman has established himself as an influential leader in the digital transformation space. He co-founded several successful startups that focus on innovative software solutions and operational efficiencies. His experience spans across various sectors, particularly emphasizing consumer engagement and data analytics. Recognized for his strategic insights and adept market positioning, he is well-regarded among investors seeking to navigate the fast-evolving tech landscape. Currently involved with initiatives aiming at scaling emerging technologies, Hartman's impact resonates within both entrepreneurial circles and corporate partnerships.
Investment Philosophy & Strategy
Innovation remains a central theme in Michael Hartman's investment outlook. Drawing from extensive experience in technology entrepreneurship, he identifies and nurtures startups that leverage cutting-edge solutions to address market needs. A keen eye for disruptive potential guides his decision-making, ensuring alignment with trends that enhance operational efficiency and consumer engagement. His strategic approach fosters robust partnerships, positioning invested ventures for growth in an increasingly competitive landscape. Hartman's ability to navigate complexities within the digital ecosystem allows him to support groundbreaking initiatives aimed at reshaping industries.
Innovation remains a central theme in Michael Hartman's investment outlook. Drawing from extensive experience in technology entrepreneurship, he identifies and nurtures startups that leverage cutting-edge solutions to address market needs. A keen eye for disruptive potential guides his decision-making, ensuring alignment with trends that enhance operational efficiency and consumer engagement. His strategic approach fosters robust partnerships, positioning invested ventures for growth in an increasingly competitive landscape. Hartman's ability to navigate complexities within the digital ecosystem allows him to support groundbreaking initiatives aimed at reshaping industries.
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:
35.73%
Gain +0.4%
Monthly
1.45%
Yearly
18.91%
Drawdown
20.19%
$147.11M
Equity
Holdings
$147.11M
Investment
$121.48M
$34.26M
Profit +$519,497.83
Realized
$8.63M
Unrealized
$25.63M
Dividends
$4.68M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$519,497.83
Win %
65%
This Week
Compared To Last Week
Gain
0.43%
Profit
$621,566.48
Win %
65%
This Month
Compared to last month
Gain
0.84%
Profit
$1.22M
Win %
65%
This Year
Compared to last year
Gain
1.99%
Profit
$2.86M
Win %
68%
CDL VictoryShares US Large Cap High Dividend ETF
+15.21%
+$59,533.2 
ANET Arista Networks, Inc.
+2.73%
+$10,106.9 
XLU Utilities Select Sector SPDR Fund
+2.35%
+$6,501.04 
ORCL Oracle Corporation
+1.97%
+$7,744.36 
CB Chubb Limited
+1.5%
+$4,400.55 
IWF iShares Russell 1000 Growth ETF
+1.1%
+$32,669.47 
IWY iShares Russell Top 200 Growth ETF
+1.08%
+$13,709.74 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.07%
+$7,198.48 
VO Vanguard Mid-Cap ETF
+1.03%
+$3,130.76 
IWP iShares Russell Mid-Cap Growth ETF
+1%
+$22,599.08 
QQQ Invesco QQQ Trust, Series 1
+0.86%
+$7,533.5 
IWV ISHARES RUSSELL 3000 ETF
+0.85%
+$8,221.2 
MDY SPDR S&P MidCap 400 ETF Trust
+0.83%
+$3,186.3 
IVV iShares Core S&P 500 ETF
+0.83%
+$1,919.12 
SPY SPDR S&P 500 ETF Trust
+0.81%
+$5,411.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.81%
+$22,597.62 
DFUS Dimensional U.S. Equity Market ETF
+0.79%
+$3,953.67 
GDX VanEck Gold Miners ETF
+0.77%
+$72,317.12 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.67%
+$1,798.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.64%
+$5,218.5 
VB Vanguard Small-Cap ETF
+0.52%
+$1,224.61 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+0.51%
+$19,025.6 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.51%
+$14,412.51 
GOOGL Alphabet Inc
+0.51%
+$1,295 
FJUN FT Vest US Equity Buffer ETF - June
+0.49%
+$10,548.9 
PAXS PIMCO Access Income Fund
+0.46%
+$924.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.45%
+$5,157.98 
UEVM VictoryShares Emerging Markets Fund
+0.44%
+$14,335.62 
JEPI JPMorgan Equity Premium Income Fund
+0.42%
+$1,486.37 
VFLO VictoryShares Free Cash Flow ETF
+0.41%
+$19,181.87 
XOM Exxon Mobil Corporation
+0.41%
+$1,556.41 
IJR iShares Core S&P Small-Cap ETF
+0.37%
+$969.78 
DFAT Dimensional US Targeted Value ETF
+0.37%
+$728 
VEU Vanguard FTSE All-World ex-US ETF
+0.36%
+$2,005.5 
DFUV Dimensional US Marketwide Value ETF
+0.35%
+$1,862.44 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.35%
+$13,868.39 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.34%
+$1,301.94 
MU Micron Technology, Inc.
+0.33%
+$628.08 
AUSF Global X Adaptive U.S. Factor ETF
+0.32%
+$7,160.07 
RDVY First Trust Rising Dividend Achievers ETF
+0.31%
+$7,089.81 
SLV iShares Silver Trust
+0.31%
+$74,488.39 
AGG iShares Core U.S. Aggregate Bond ETF
+0.3%
+$4,324.04 
UITB VictoryShares Core Intermediate Bond ETF
+0.29%
+$33,796.19 
BND Vanguard Total Bond Market Index Fund
+0.28%
+$5,910.93 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.28%
+$647.58 
AVUV Avantis U.S. Small Cap Value ETF
+0.28%
+$3,860.2 
FNOV FT Vest US Equity Buffer ETF
+0.26%
+$1,216.86 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.26%
+$5,612.13 
SCHP Schwab U.S. TIPS ETF
+0.24%
+$5,241.66 
BINC iShares Flexible Income Active ETF
+0.23%
+$7,977.44 
JPIE JPMorgan Income ETF
+0.22%
+$4,625.9 
LMBS First Trust Low Duration Opportunities ETF
+0.12%
+$3,182.52 
USTB VictoryShares Short-Term Bond ETF
+0.11%
+$14,533.48 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.06%
+$166.16 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$5,662.35 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$69.72 EVMO
EVMO
0%
$0 QMNV
QMNV
0%
$0 
AMAT Applied Materials, Inc.
-1.41%
-$4,407.37 
VZ Verizon Communications Inc.
-0.94%
-$2,728.4 
COPX Global X Copper Miners ETF
-0.26%
-$9,485.1 
IWM iShares Russell 2000 ETF
-0.07%
-$209.16 
HGER Harbor Commodity All-Weather Fund
-0.04%
-$370.96 
AAPL Apple Inc.
-0.01%
-$87.18 
JPM JPMorgan Chase & Co.
-0.01%
-$22.92 Events
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Dividends
Dividend Analysis
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| Trades 252 | Longs Won 167/252 66% | Profit Factor 12.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $848,312.84 |
| Average Win $225,274.05 | Best Trade (Aug 28) $14.62M | Sharpe Ratio -68.48 |
| Average Loss -$35,126.78 | Worst Trade (Oct 05) -$342,359.6 | Z-Score 2.24 (97.48%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $135,968.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.29% |
| Consecutive Losing Trades | 4,184 | 3,766 | 3,347 | 2,929 | 2,510 | 2,092 | 1,674 | 1,255 | 837 | 418 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,905 | $726,999.31 | $966,958.3 | - | $239,958.99 | 33.01% | -0.009% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 3,012 | $202,196 | $230,945.1 | - | $28,749.1 | 14.22% | +0.281% |
| AGG iShares Core U.S. Aggregate Bond ETF | 15,443 | $1.53M | $1.46M | - | -$70,574.51 | -4.62% | +0.297% |
| AMAT Applied Materials, Inc. | 575 | $415,725 | $307,403.62 | - | -$108,321.38 | -26.06% | -1.413% |
| ANET Arista Networks, Inc. | 1,792 | $261,112 | $380,871.68 | - | $119,759.68 | 45.87% | +2.726% |
| AUSF Global X Adaptive U.S. Factor ETF | 46,194 | $2.16M | $2.27M | - | $115,558.9 | 5.35% | +0.316% |
| AVUV Avantis U.S. Small Cap Value ETF | 11,523 | $1.44M | $1.4M | - | -$42,577.49 | -2.96% | +0.277% |
| BINC iShares Flexible Income Active ETF | 69,369 | $3.63M | $3.52M | - | -$113,418.32 | -3.12% | +0.227% |
| BND Vanguard Total Bond Market Index Fund | 29,763 | $2.18M | $2.09M | - | -$99,152.46 | -4.54% | +0.284% |
| BSMQ Invesco BulletShares 2026 Municipal Bond Fund | 11,077 | $261,463.55 | $259,644.88 | - | -$1,818.67 | -0.7% | +0.064% |
| CB Chubb Limited | 889 | $245,631 | $298,206.16 | - | $52,575.16 | 21.4% | +1.498% |
| CDL VictoryShares US Large Cap High Dividend ETF | 5,685 | $371,384.53 | $450,934.2 | - | $79,549.67 | 21.42% | +15.21% |
| COPX Global X Copper Miners ETF | 42,156 | $3.05M | $3.63M | - | $580,683.13 | 19.04% | -0.261% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 72,382 | $3.16M | $4.01M | - | $851,759.63 | 26.97% | +0.347% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 18,145 | $627,635.48 | $826,642.65 | - | $199,007.17 | 31.71% | +0.635% |
| DFAT Dimensional US Targeted Value ETF | 2,912 | $203,549 | $198,714.88 | - | -$4,834.12 | -2.37% | +0.368% |
| DFUS Dimensional U.S. Equity Market ETF | 5,901 | $376,188.51 | $502,529.16 | - | $126,340.65 | 33.58% | +0.793% |
| DFUV Dimensional US Marketwide Value ETF | 9,551 | $390,827 | $533,566.61 | - | $142,739.61 | 36.52% | +0.35% |
| EVMO EVMO | 84,161 | $4.23M | $4.23M | - | - | - | 0.0 |
| FJUN FT Vest US Equity Buffer ETF - June | 35,163 | $2.1M | $2.18M | - | $80,699.08 | 3.84% | +0.486% |
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FAQ
Which stocks have generated the highest profits for Michael Hartman?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Gold Miners ETF - $5.52M, Energy Select Sector SPDR Fund - $1.04M, VictoryShares Core Intermediate Bond ETF - $973,357.77, VictoryShares Short-Term Bond ETF - $936,623.44, and JPMorgan Ultra-Short Income ETF - $836,484.25. 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: EVMO - $289,861.77, iShares Core S&P U.S. Growth ETF - $115,464.14, Dimensional U.S. Core Equity 2 ETF - $114,779.32, QMNV - $99,335.88, and iShares Core S&P Mid-Cap ETF - $82,823.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Hartman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.68M earned over time. The largest contributors to dividend income include VictoryShares Short-Term Bond ETF - $931,936.63, VictoryShares Core Intermediate Bond ETF - $839,173.68, JPMorgan Ultra-Short Income ETF - $826,299.56, First Trust Intermediate Duration Investment Grade Corporate ETF - $340,679.33, and Xtrackers MSCI EAFE Hedged Equity ETF - $184,570.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Hartman's monthly returns?
Michael Hartman'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 Hartman's strategy be considered aggressive or moderate?
Michael Hartman'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 Hartman's strategy?
Michael Hartman'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.
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