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:
10.45%
Gain +0.26%
Monthly
-0.11%
Yearly
-1.32%
Drawdown
20.33%
$2.58B
Equity
Holdings
$2.58B
Investment
$2.7B
-$148.67M
Profit +$5.24M
Realized
-$29.16M
Unrealized
-$119.51M
Dividends
$390.58M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$5.24M
Win %
71%
This Week
Compared To Last Week
Gain
0.2%
Profit
$5.24M
Win %
71%
This Month
Compared to last month
Gain
1.14%
Profit
$29.08M
Win %
71%
This Year
Compared to last year
Gain
-2.38%
Profit
-$62.88M
Win %
71%
NVBT AllianzIM U.S. Equity Buffer10 Nov ETF
+0.89%
+$1,801.5 
DECT AllianzIM U.S. Equity Buffer10 Dec ETF
+0.77%
+$1,553.5 
JUNT AllianzIM U.S. Equity Buffer10 Jun ETF
+0.76%
+$1,450 
JANT AllianzIM U.S. Equity Buffer10 Jan ETF
+0.73%
+$825 
OCTT AllianzIM U.S. Equity Buffer10 Oct ETF
+0.72%
+$1,744 
VCLT Vanguard Long-Term Corporate Bond ETF
+0.7%
+$1.18M 
MAYT AllianzIM U.S. Equity Buffer10 May ETF
+0.69%
+$1,375 
JULT AllianzIM U.S. Equity Buffer10 Jul ETF
+0.64%
+$408.33 
SEPT AllianzIM U.S. Equity Buffer10 Sep ETF
+0.64%
+$1,224 
SIXJ AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
+0.63%
+$1,170 
FEBT AllianzIM U.S. Equity Buffer10 Feb ETF
+0.61%
+$1,295.5 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.61%
+$462,270 
SIXO AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
+0.6%
+$1,100 
SIXZ AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF
+0.59%
+$6,798.2 
JULW AllianzIM U.S. Equity Buffer20 Jul ETF
+0.53%
+$1,100 
SEPW AllianzIM U.S. Equity Buffer20 Sep ETF
+0.52%
+$875 
JUNW AllianzIM U.S. Equity Buffer20 Jun ETF
+0.52%
+$900 
MART AllianzIM U.S. Equity Buffer10 Mar ETF
+0.5%
+$1,072.5 
SEPU AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
+0.5%
+$20,512.09 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.49%
+$33,485.67 
JULU AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
+0.48%
+$775 
SIXF AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF
+0.48%
+$844 
NVBW AllianzIM U.S. Equity Buffer20 Nov ETF
+0.48%
+$875 
SIXD AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
+0.45%
+$700 
DECU AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
+0.44%
+$650 
APRT AllianzIM U.S. Equity Buffer10 Apr ETF
+0.43%
+$1,013.5 
MAYW AllianzIM U.S. Equity Buffer20 May ETF
+0.42%
+$750 
SIXP AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
+0.42%
+$725 
JNEU AllianzIM U.S. Equity Buffer15 Uncapped Jun ETF
+0.41%
+$11,650.19 
DECW AllianzIM U.S. Equity Buffer20 Dec ETF
+0.41%
+$749 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.41%
+$849.5 
JANW AllianzIM U.S. Equity Buffer20 Jan ETF
+0.39%
+$384.75 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.38%
+$3.11M 
FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF
+0.36%
+$11,789.4 
FEBW AllianzIM U.S. Equity Buffer20 Feb ETF
+0.36%
+$657 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.34%
+$79,499.1 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
+0.3%
+$41,256.86 
APRW AllianzIM U.S. Equity Buffer20 Apr ETF
+0.29%
+$440 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.27%
+$2,250 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.26%
+$2,294.71 
QBSF AllianzIM U.S. Equity Buffer15 ETF
+0.25%
+$13,267.87 
MARW AllianzIM U.S. Equity Buffer20 Mar ETF
+0.24%
+$450 
OWNS CCM Affordable Housing MBS ETF
+0.24%
+$49,950.04 
SPBW AllianzIM Buffer20 Allocation ETF
+0.24%
+$26,045.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.23%
+$1,709.31 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.12%
+$6,964.88 
PRFD PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
+0.08%
+$14,400 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.04%
+$672.82 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$295.14 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$259,233.32 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.01%
+$1,245 
OCTU AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
0%
+$25.84 
NVBU AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
0%
+$38.18 
SPBU AllianzIM Buffer15 Uncapped Allocation ETF
0%
+$92.25 
AUGW AllianzIM U.S. Equity Buffer20 Aug ETF
0%
$0 
AUGT AllianzIM U.S. Equity Buffer10 Aug ETF
0%
$0 
FLJJ AllianzIM U.S. Equity 6 Month Floor5 Jan/Jul ETF
0%
$0 
JANU AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF
0%
$0 
FEBU AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF
0%
$0 AUGU
AUGU
0%
$0 ARLU
ARLU
0%
$0 MARU
MARU
0%
$0 
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 302 | Longs Won 233/302 77% | Profit Factor 0.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.68M |
| Average Win $360,668.55 | Best Trade (Sep 30) $11.23M | Sharpe Ratio -22.49 |
| Average Loss -$3.37M | Worst Trade (Oct 14) -$72.71M | Z-Score 1.64 (89.94%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 3d | Expectancy -$492,283.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 766 | 690 | 613 | 536 | 460 | 383 | 307 | 230 | 153 | 77 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AIOO AllianzIM U.S. Equity Buffer100 Protection ETF | 192,041 | $4.9M | $5.08M | - | $184,301.75 | 3.76% | -0.073% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 248,042 | $7.92M | $6.87M | - | -$1.05M | -13.29% | +0.49% |
| APRT AllianzIM U.S. Equity Buffer10 Apr ETF | 5,000 | $132,950 | $236,275 | - | $103,325 | 77.72% | +0.431% |
| APRW AllianzIM U.S. Equity Buffer20 Apr ETF | 4,000 | $100,196 | $152,080 | - | $51,884 | 51.78% | +0.29% |
| ARLU ARLU | 49,860 | $1,278.91 | $1,484.86 | - | $205.95 | 16.1% | 0.0 |
| AUGT AllianzIM U.S. Equity Buffer10 Aug ETF | 5,000 | $119,442 | $195,804.5 | - | $76,362.5 | 63.93% | 0.0 |
| AUGU AUGU | 102,280 | $2,637.8 | $2,965.04 | - | $327.24 | 12.41% | 0.0 |
| AUGW AllianzIM U.S. Equity Buffer20 Aug ETF | 5,000 | $121,300 | $173,826.5 | - | $52,526.5 | 43.3% | 0.0 |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 5,000 | $132,055 | $210,749.5 | - | $78,694.5 | 59.59% | +0.405% |
| CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | 9,000 | $1M | $839,430 | - | -$163,260 | -16.28% | +0.269% |
| DECT AllianzIM U.S. Equity Buffer10 Dec ETF | 5,000 | $119,950 | $202,950 | - | $83,000 | 69.2% | +0.771% |
| DECU AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF | 5,000 | $122,800 | $147,450 | - | $24,650 | 20.07% | +0.443% |
| DECW AllianzIM U.S. Equity Buffer20 Dec ETF | 5,000 | $122,050 | $183,825 | - | $61,775 | 50.61% | +0.409% |
| EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund | 249,000 | $25.06M | $24.59M | - | -$476,835 | -1.9% | +0.005% |
| FEBT AllianzIM U.S. Equity Buffer10 Feb ETF | 5,000 | $126,350 | $212,250 | - | $85,900 | 67.99% | +0.614% |
| FEBU AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF | 136,564 | $3.29M | $4.08M | - | $789,626.7 | 24.01% | 0.0 |
| FEBW AllianzIM U.S. Equity Buffer20 Feb ETF | 5,000 | $126,150 | $182,625 | - | $56,475 | 44.77% | +0.361% |
| FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF | 112,280 | $2.9M | $3.24M | - | $339,085.6 | 11.69% | +0.365% |
| FLJJ AllianzIM U.S. Equity 6 Month Floor5 Jan/Jul ETF | 8,511 | $222,561.8 | $292,608.18 | - | $70,046.38 | 31.47% | 0.0 |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 300,000 | $24.69M | $23.19M | - | -$1.49M | -6.05% | +0.344% |
No 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 - $140.18M, Janus Henderson AAA CLO ETF - $87.27M, Vanguard Long-Term Corporate Bond ETF - $58.07M, iShares 10+ Year Investment Grade Corporate Bond ETF - $20.36M, and VanEck Fallen Angel High Yield Bond ETF - $8.1M. 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 - $2.37M, AllianzIM U.S. Equity 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 $390.58M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $198.97M, Janus Henderson AAA CLO ETF - $87.27M, Vanguard Long-Term Corporate Bond ETF - $50.82M, iShares 10+ Year Investment Grade Corporate Bond ETF - $20.36M, and iShares iBoxx $ High Yield Corporate Bond ETF - $5.85M. 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.
2026 © Marketlog. All Rights Reserved.
