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:
38.59%
Gain +4.12%
Monthly
1.71%
Yearly
22.63%
Drawdown
20.19%
$149.51M
Equity
Holdings
$149.51M
Investment
$121.48M
$36.96M
Profit +$5.15M
Realized
$8.93M
Unrealized
$28.03M
Dividends
$4.52M
Goals
Avg. 88.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.12%
Profit
$5.15M
Win %
72%
This Week
Compared To Last Week
Gain
4.59%
Profit
$6.56M
Win %
72%
This Month
Compared to last month
Gain
4.59%
Profit
$6.56M
Win %
72%
This Year
Compared to last year
Gain
3.86%
Profit
$5.55M
Win %
74%
GOOGL Alphabet Inc
+6.73%
+$16,627.8 
ANET Arista Networks, Inc.
+5.46%
+$16,719.37 
ORCL Oracle Corporation
+1.81%
+$6,366.36 
VZ Verizon Communications Inc.
+1.52%
+$4,428.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$8,971.24 
AMAT Applied Materials, Inc.
+1.18%
+$3,392.51 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$9,783.72 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$20,621.3 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,587.08 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$3,304.57 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,525.76 
UEVM VictoryShares Emerging Markets Fund
+0.68%
+$22,402.16 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,145.96 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$5,392.42 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$14,210.5 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.5%
+$9,977.12 
FNOV FT Vest US Equity Buffer ETF
+0.46%
+$2,052.34 
FJUN FT Vest US Equity Buffer ETF - June
+0.44%
+$9,318.19 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,903.2 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$8,391.9 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,201.75 
JPM JPMorgan Chase & Co.
+0.27%
+$718.16 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$10,706.16 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,146.12 
CB Chubb Limited
+0.15%
+$471.17 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$3,431.55 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$110.77 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$168 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$460.92 
EVMO
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
QMNV
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$71,230.6 
MU Micron Technology, Inc.
-5.9%
-$9,345.02 
GDX VanEck Gold Miners ETF
-3.49%
-$289,268.7 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$105,505.6 
SLV iShares Silver Trust
-2.13%
-$499,510.38 
XOM Exxon Mobil Corporation
-0.97%
-$3,554.19 
COPX Global X Copper Miners ETF
-0.81%
-$26,979.84 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,143.96 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$25,333.7 
CDL VictoryShares US Large Cap High Dividend ETF
-0.51%
-$2,296.74 
IWM iShares Russell 2000 ETF
-0.47%
-$1,384.43 
PAXS PIMCO Access Income Fund
-0.42%
-$924.6 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$6,978.07 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$5,654.97 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$3,860.75 
UITB VictoryShares Core Intermediate Bond ETF
-0.25%
-$30,104.52 
VB Vanguard Small-Cap ETF
-0.22%
-$535.24 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,203.29 
AUSF Global X Adaptive U.S. Factor ETF
-0.21%
-$5,081.34 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$808.38 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$391.56 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$320.32 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,794.08 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$495.89 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$2,620.83 
JPIE JPMorgan Income ETF
-0.09%
-$1,850.36 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$2,121.68 
BINC iShares Flexible Income Active ETF
-0.08%
-$2,774.69 
VO Vanguard Mid-Cap ETF
-0.05%
-$150.88 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$74.58 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$2,642.45 Events
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Dividends
Dividend Analysis
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| Trades 252 | Longs Won 177/252 70% | Profit Factor 19.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $899,616.39 |
| Average Win $220,865.36 | Best Trade (Aug 10) $12.51M | Sharpe Ratio -68.41 |
| Average Loss -$27,383.06 | Worst Trade (Aug 02) -$315,221 | Z-Score 5.01 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 6d | Expectancy $146,666.23 |
| 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% | 0.34% |
| Consecutive Losing Trades | 5,464 | 4,918 | 4,372 | 3,825 | 3,279 | 2,732 | 2,186 | 1,639 | 1,093 | 546 |
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 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 - $797,604.29. 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, Dimensional U.S. Core Equity 2 ETF - $116,539.39, iShares Core S&P U.S. Growth ETF - $115,464.14, 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 $4.52M 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 - $787,419.6, 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.
