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

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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.

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.

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:

29.4%

Gain +1.36%

Monthly

1.48%

Yearly

19.34%

Drawdown

14.77%

$151.27M

Equity

Holdings

$151.27M

Investment

$120.1M

$39.14M

Profit +$2.42M

Realized

$7.98M

Unrealized

$31.16M

Dividends

$4.08M

Goals

Avg. 31% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

62%

Today

Compared To Yesterday

Gain

1.36%

Profit

$2.42M

Win %

77%

This Week

Compared To Last Week

Gain

1.67%

Profit

$2.48M

Win %

77%

This Month

Compared to last month

Gain

-1.39%

Profit

-$2.13M

Win %

77%

This Year

Compared to last year

Gain

-7.66%

Profit

-$10.52M

Win %

78%

Gainers
Losers

GDX VanEck Gold Miners ETF

+6.55%

+$576,709.27

SIL Global X Silver Miners UCITS ETF USD Accumulating

+6.45%

+$203,790.9

ORCL Oracle Corporation

+4.62%

+$23,453.56

COPX Global X Copper Miners ETF

+4.47%

+$162,201.6

PSLV Sprott Physical Silver Trust

+3.8%

+$29,890.64

ANET Arista Networks, Inc.

+3.58%

+$10,483.17

SLV iShares Silver Trust

+3.56%

+$982,482.4

NVDA NVIDIA Corporation

+3.54%

+$9,902.64

QQQ Invesco QQQ Trust, Series 1

+3.14%

+$26,126.95

SPYG SPDR Portfolio S&P 500 Growth ETF

+2.87%

+$18,381.45

GOOGL Alphabet Inc

+2.69%

+$7,155.81

IWF iShares Russell 1000 Growth ETF

+2.26%

+$65,109

IWY iShares Russell Top 200 Growth ETF

+2.24%

+$55,120.14

AAPL Apple Inc.

+1.82%

+$14,706.23

SPY SPDR S&P 500 ETF Trust

+1.76%

+$12,308.3

DFUS Dimensional U.S. Equity Market ETF

+1.73%

+$8,541.41

VTI VANGUARD TOTAL STOCK MKT ETF

+1.68%

+$45,195.32

IWP iShares Russell Mid-Cap Growth ETF

+1.52%

+$30,195.4

VXUS Vanguard Total International Stock Index Fund Investor Shares

+1.52%

+$5,838.3

VEU Vanguard FTSE All-World ex-US ETF

+1.47%

+$8,222.55

IWV ISHARES RUSSELL 3000 ETF

+1.38%

+$12,862.2

UEVM VictoryShares Emerging Markets Fund

+1.33%

+$41,563.36

VO Vanguard Mid-Cap ETF

+1.24%

+$3,734.28

DFAC Dimensional U.S. Core Equity 2 ETF

+1.2%

+$9,616.88

RDVY First Trust Rising Dividend Achievers ETF

+1.02%

+$24,819.2

VFLO VictoryShares Free Cash Flow ETF

+0.89%

+$34,289.12

FFEB FT Vest US Equity Buffer ETF

+0.88%

+$2,508.8

FNOV FT Vest US Equity Buffer ETF

+0.81%

+$23,328.52

VB Vanguard Small-Cap ETF

+0.69%

+$1,668.6

DBEF Xtrackers MSCI EAFE Hedged Equity ETF

+0.6%

+$23,478.4

IWM iShares Russell 2000 ETF

+0.58%

+$2,191.93

XLU Utilities Select Sector SPDR Fund

+0.47%

+$1,502.34

DFUV Dimensional US Marketwide Value ETF

+0.46%

+$2,387.75

ACWX ISHARES MSCI ACWI EX U.S. ETF

+0.43%

+$993.96

MDY SPDR S&P MidCap 400 ETF Trust

+0.39%

+$1,521.89

BSMQ Invesco BulletShares 2026 Municipal Bond Fund

+0.13%

+$332.31

LMBS First Trust Low Duration Opportunities ETF

+0.1%

+$3,432.3

PAXS PIMCO Access Income Fund

+0.07%

+$154.1

JPST JPMorgan Ultra-Short Income ETF

+0.06%

+$6,826.17

USTB VictoryShares Short-Term Bond ETF

+0.06%

+$7,967.88

UITB VictoryShares Core Intermediate Bond ETF

+0.06%

+$11,349.37

SDVY First Trust SMID Cap Rising Dividend Achievers ETF

+0.02%

+$642.36

EVMO

HGER Harbor Commodity All-Weather Fund

QMFE

QMNV

TBIL US Treasury 3 Month Bill ETF

XOM Exxon Mobil Corporation

-4.14%

-$14,147.06

VZ Verizon Communications Inc.

-2.16%

-$6,651.84

AUSF Global X Adaptive U.S. Factor ETF

-0.8%

-$17,233.2

CDL VictoryShares US Large Cap High Dividend ETF

-0.6%

-$2,647.5

SPXX Nuveen S&P 500 Dynamic Overwrite Fund

-0.44%

-$1,151.04

JPM JPMorgan Chase & Co.

-0.41%

-$1,008.49

CB Chubb Limited

-0.36%

-$1,057.91

IJR iShares Core S&P Small-Cap ETF

-0.2%

-$522.2

Events

Dividends

Dividend Analysis

No Data

Trades 207	Longs Won 144/207 69%	Profit Factor 58.33
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.16M
Average Win $276,546.45	Best Trade (Jun 15) $15.65M	Sharpe Ratio -11.16
Average Loss -$10,836	Worst Trade (Mar 31) -$136,430.33	Z-Score 4.75 (100%)
Commissions $0	Avg. Trade Length 8m 1w 4d	Expectancy $189,082.23

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%	1.13%
Consecutive Losing Trades	13,889	12,500	11,111	9,722	8,333	6,944	5,556	4,167	2,778	1,389