BMH
Brandi M. Hoffmann Portfolio
Invests via Allianz Investment Management U.S. LLC | Managed by Brandi M. Hoffmann
Invests via Allianz Investment Management U.S. LLC
Managed by Brandi M. Hoffmann
Automatically Tracked
Brandi M. Hoffmann Profile
With a strong background in strategic management, Brandi M. Hoffmann has significantly impacted the landscape of corporate development and leadership within multiple sectors. Renowned for her expertise in identifying growth opportunities, she possesses an acute ability to drive transformative initiatives that enhance operational efficiency and market reach. Leveraging experience across both startup environments and established corporations, her insights into organizational dynamics are invaluable for fostering innovation. Her professional journey showcases a dedication to not only navigating complex business challenges but also empowering teams towards achieving sustainable results in competitive markets.
With a strong background in strategic management, Brandi M. Hoffmann has significantly impacted the landscape of corporate development and leadership within multiple sectors. Renowned for her expertise in identifying growth opportunities, she possesses an acute ability to drive transformative initiatives that enhance operational efficiency and market reach. Leveraging experience across both startup environments and established corporations, her insights into organizational dynamics are invaluable for fostering innovation. Her professional journey showcases a dedication to not only navigating complex business challenges but also empowering teams towards achieving sustainable results in competitive markets.
Investment Philosophy & Strategy
Strategic foresight and a keen understanding of competitive landscapes shape Brandi M. Hoffmann's investment approach. With her diverse background, she effectively prioritizes innovation and transformational growth, ensuring alignment between business objectives and market demands. By analyzing organizational strengths, she facilitates targeted investments that not only bolster operational capabilities but also expand market presence across various sectors. The focus on empowering teams reflects a broader commitment to fostering sustainable practices while addressing dynamic challenges in the investment space.
Strategic foresight and a keen understanding of competitive landscapes shape Brandi M. Hoffmann's investment approach. With her diverse background, she effectively prioritizes innovation and transformational growth, ensuring alignment between business objectives and market demands. By analyzing organizational strengths, she facilitates targeted investments that not only bolster operational capabilities but also expand market presence across various sectors. The focus on empowering teams reflects a broader commitment to fostering sustainable practices while addressing dynamic challenges in the investment space.
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:
8.32%
Gain +0.44%
Monthly
-0.06%
Yearly
-0.71%
Drawdown
24.97%
$2.64B
Equity
Holdings
$2.64B
Investment
$2.7B
-$94M
Profit +$11.31M
Realized
-$29.06M
Unrealized
-$64.94M
Dividends
$354.17M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.44%
Profit
$11.31M
Win %
76%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$823,140.39
Win %
76%
This Month
Compared to last month
Gain
-0.02%
Profit
-$400,190.87
Win %
76%
This Year
Compared to last year
Gain
-0.31%
Profit
-$8.31M
Win %
76%
OCTU AllianzIM U.S. Buffered 15 Uncapped October Fund
+1.53%
+$39,248.12 
SPBU AllianzIM Buffered 15 Uncapped Allocation ETF
+1.46%
+$99,148.7 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.18%
+$2.11M 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+1.15%
+$924,540 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.95%
+$237,573 
FEBU AllianzIM U.S. Buffered ETF Feb Series
+0.9%
+$35,793.42 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.89%
+$1,350 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
+0.87%
+$1,655.5 
MAYU AllianzIM U.S. Buffered Flex 15 Uncapped May Fund
+0.86%
+$30,124.25 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.85%
+$1,431 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$7.19M 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.74%
+$1,056 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.73%
+$1,411.5 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.67%
+$1,150 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.66%
+$47,127.98 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.65%
+$5,580 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.65%
+$4,962.98 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
+0.63%
+$7,020.06 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.58%
+$138,000 
OWNS CCM Affordable Housing MBS ETF
+0.55%
+$118,631.35 
SIXF AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
+0.49%
+$829 
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF
+0.49%
+$1,126.5 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.46%
+$805.5 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.45%
+$26,118.3 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.42%
+$854 
JANU AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.41%
+$11,192.19 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.4%
+$15,744.28 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.39%
+$692 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.37%
+$3,392.21 
SPBW AllianzIM Buffer20 Allocation ETF
+0.34%
+$35,942.93 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.33%
+$550.01 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.31%
+$5,303.04 
SEPT AllianzIM U.S. Large Cap Buffer10 Sep ETF
+0.3%
+$558 
PRFD PIMCO Preferred and Capital Securities Active ETF
+0.25%
+$45,000 
JNEU AllianzIM U.S. Large Cap Buffer10 Jun Invtrl ETF
+0.23%
+$6,476.11 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
+0.21%
+$10,562.25 
MART AllianzIM U.S. Large Cap Buffer10 Mar ETF
+0.18%
+$380 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.17%
+$311.5 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.11%
+$225 
QBSF AllianzIM U.S. Equity Buffer15 ETF
+0.06%
+$2,843.11 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.04%
+$9,960 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$245.95 
NVBU AllianzIM U.S. Buffered Nov Fund
+0.02%
+$890.92 
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.01%
+$31 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$129,616.66 
SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep ETF
0%
+$4.5 
ARLU
0%
$0 
AUGU
0%
$0 
MARU
0%
$0 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
-1.58%
-$2,500 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
-0.81%
-$877.5 
AZAA AllianzIM U.S. Large Cap Buffer10 Apr ETF
-0.64%
-$1,454.5 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
-0.58%
-$77,698.11 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
-0.56%
-$1,017 
NVBW Allianz Investment Management LLC AllianzIM U.S. Large Cap Buffer 20 November ETF
-0.54%
-$950 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
-0.52%
-$503 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
-0.48%
-$850 
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF
-0.41%
-$727 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.36%
-$222.44 
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF
-0.29%
-$565 
FLJJ AllianzIM U.S. Equity 6 Month Floor5 January/July ETF
-0.17%
-$485.13 
AZBA AllianzIM U.S. Large Cap Buffer20 Apr ETF
-0.09%
-$124.8 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
-0.07%
-$125 
FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF
-0.07%
-$2,245.6 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
-0.03%
-$46.5 Events
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Dividends
Dividend Analysis
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| Trades 302 | Longs Won 237/302 78% | Profit Factor 0.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.16M |
| Average Win $409,365.97 | Best Trade (Jun 11) $13.43M | Sharpe Ratio -17.81 |
| Average Loss -$2.94M | Worst Trade (Jun 10) -$60.3M | Z-Score 2.65 (99.18%) |
| Commissions $0 | Avg. Trade Length 1y 6m 6d | Expectancy -$311,272.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 898 | 808 | 718 | 628 | 539 | 449 | 359 | 269 | 180 | 90 |
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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