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:
4.02%
Gain -0.22%
Monthly
-0.09%
Yearly
-1.07%
Drawdown
20.91%
$2.62B
Equity
Holdings
$2.62B
Investment
$2.7B
-$116.04M
Profit -$4.53M
Realized
-$29.06M
Unrealized
-$86.98M
Dividends
$364.22M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$4.53M
Win %
76%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$4.26M
Win %
76%
This Month
Compared to last month
Gain
-0.79%
Profit
-$20.75M
Win %
76%
This Year
Compared to last year
Gain
-1.15%
Profit
-$30.35M
Win %
76%
SPBU AllianzIM Buffered 15 Uncapped Allocation ETF
+0.27%
+$18,911.59 
SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep ETF
+0.27%
+$450 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.26%
+$10,478.72 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.23%
+$365 
SIXF AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
+0.23%
+$388.5 
SEPT AllianzIM U.S. Large Cap Buffer10 Sep ETF
+0.23%
+$425.5 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
+0.21%
+$378.5 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.2%
+$350 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.2%
+$290 
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF
+0.2%
+$466.5 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.19%
+$399.5 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.18%
+$175 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.17%
+$104.8 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.17%
+$184 
MART AllianzIM U.S. Large Cap Buffer10 Mar ETF
+0.16%
+$327.5 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.14%
+$250 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.13%
+$246.5 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.12%
+$250.01 
FEBU AllianzIM U.S. Buffered ETF Feb Series
+0.12%
+$4,779.74 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.12%
+$208.5 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
+0.11%
+$15,280.32 
APRT AllianzIM U.S. Large Cap Buffer10 April ETF
+0.11%
+$250 
SPBW AllianzIM Buffer20 Allocation ETF
+0.1%
+$11,162.4 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.1%
+$177 
NVBW Allianz Investment Management LLC AllianzIM U.S. Large Cap Buffer 20 November ETF
+0.1%
+$176 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.09%
+$150 
FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF
+0.09%
+$2,807 
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF
+0.08%
+$142 
MAYU AllianzIM U.S. Buffered Flex 15 Uncapped May Fund
+0.08%
+$2,829.23 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.07%
+$150 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.07%
+$125 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.07%
+$100 
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF
+0.06%
+$125 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.06%
+$121.5 
OCTU AllianzIM U.S. Buffered 15 Uncapped October Fund
+0.06%
+$1,550.63 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
+0.06%
+$100 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.06%
+$13,500 
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF
+0.04%
+$60 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$147.57 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$129,616.66 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
0%
$0 
ARLU
0%
$0 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
0%
$0 
AUGU
0%
$0 
FLJJ AllianzIM U.S. Equity 6 Month Floor5 January/July ETF
0%
$0 
MARU
0%
$0 
QBSF AllianzIM U.S. Equity Buffer15 ETF
0%
+$18.8 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
0%
$0 
JANU AllianzIM U.S. Large Cap Buffer10 Jan ETF
-0.7%
-$19,420.65 
JNEU AllianzIM U.S. Large Cap Buffer10 Jun Invtrl ETF
-0.68%
-$19,232.6 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.59%
-$1.05M 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.58%
-$462,270 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.37%
-$3.11M 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.3%
-$2,568.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.26%
-$1,970.6 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.2%
-$50,908.5 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.17%
-$9,576.71 
OWNS CCM Affordable Housing MBS ETF
-0.14%
-$31,218.78 
PRFD PIMCO Preferred and Capital Securities Active ETF
-0.1%
-$18,000 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$1,657.2 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.05%
-$3,720.63 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
-0.03%
-$8,366.4 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.03%
-$299.31 
NVBU AllianzIM U.S. Buffered Nov Fund
-0.03%
-$1,132.75 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
-0.03%
-$55 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 302 | Longs Won 234/302 77% | Profit Factor 0.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.32M |
| Average Win $360,906.19 | Best Trade (Sep 30) $11.23M | Sharpe Ratio -22.49 |
| Average Loss -$2.95M | Worst Trade (Jul 20) -$63.17M | Z-Score 0.19 (14.73%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 2d | Expectancy -$384,229.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 887 | 799 | 710 | 621 | 532 | 444 | 355 | 266 | 177 | 89 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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 Brandi M. Hoffmann?
The largest contributions to the portfolio's profits come from the following stocks: iShares iBoxx $ Investment Grade Corporate Bond ETF - $133.1M, Janus Henderson AAA CLO ETF - $71.48M, Vanguard Long-Term Corporate Bond Fund - $56.35M, iShares 10+ Year Investment Grade Corporate Bond ETF - $19.67M, and VanEck Fallen Angel High Yield Bond ETF - $8.02M. 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: SPDR Portfolio Intermediate Term Corporate Bond ETF - $2.44M, AllianzIM U.S. Large Cap Buffer20 Jul ETF - $40,402.48, and OWNS - $3,247. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brandi M. Hoffmann's portfolio generate?
The portfolio generates substantial dividend income, with a total of $364.22M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $191.88M, Janus Henderson AAA CLO ETF - $71.48M, Vanguard Long-Term Corporate Bond Fund - $49.1M, iShares 10+ Year Investment Grade Corporate Bond ETF - $19.67M, and iShares iBoxx $ High Yield Corporate Bond ETF - $5.6M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brandi M. Hoffmann's monthly returns?
Brandi M. Hoffmann's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brandi M. Hoffmann's strategy be considered aggressive or moderate?
Brandi M. Hoffmann'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 Brandi M. Hoffmann's strategy?
Brandi M. Hoffmann'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.
