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:
5.73%
Gain +0.31%
Monthly
-0.11%
Yearly
-1.28%
Drawdown
20.91%
$2.59B
Equity
Holdings
$2.59B
Investment
$2.7B
-$142.17M
Profit +$6.17M
Realized
-$29.16M
Unrealized
-$113.01M
Dividends
$385M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.31%
Profit
$6.17M
Win %
71%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$7.9M
Win %
71%
This Month
Compared to last month
Gain
-0.69%
Profit
-$17.98M
Win %
71%
This Year
Compared to last year
Gain
-2.13%
Profit
-$56.38M
Win %
71%
SPBU AllianzIM Buffered 15 Uncapped Allocation ETF
+0.86%
+$59,964.32 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.85%
+$1,250 
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF
+0.81%
+$1,625 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.75%
+$478.15 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.71%
+$1,350 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.7%
+$1.2M 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.69%
+$1,375 
SEPT AllianzIM U.S. Large Cap Buffer10 Sep ETF
+0.68%
+$1,300 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.68%
+$758.5 
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF
+0.65%
+$1,550 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.65%
+$494,710 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.6%
+$824.5 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.6%
+$1,250 
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
+0.59%
+$1,100 
MART AllianzIM U.S. Large Cap Buffer10 Mar ETF
+0.56%
+$1,200 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.53%
+$925 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.47%
+$825 
SIXF AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
+0.47%
+$825 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.46%
+$949 
NVBW Allianz Investment Management LLC AllianzIM U.S. Large Cap Buffer 20 November ETF
+0.44%
+$800 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
+0.44%
+$850 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.43%
+$3.5M 
APRT AllianzIM U.S. Large Cap Buffer10 April ETF
+0.41%
+$946.5 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.38%
+$600 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.38%
+$375 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.37%
+$675 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.37%
+$675 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.36%
+$3,318.35 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.36%
+$600 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
+0.34%
+$3,935.8 
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF
+0.33%
+$600 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
+0.32%
+$590.5 
SPBX AllianzIM 6 Month Buffer10 Allocation ETF
+0.3%
+$41,673.6 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.3%
+$21,083.57 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.29%
+$67,500 
OWNS CCM Affordable Housing MBS ETF
+0.27%
+$56,193.79 
SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep ETF
+0.26%
+$450 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.25%
+$1,897.61 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.24%
+$58,450.5 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.21%
+$1,800 
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF
+0.21%
+$320 
SPBW AllianzIM Buffer20 Allocation ETF
+0.21%
+$22,324.8 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.17%
+$9,576.71 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
+0.14%
+$249.5 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.11%
+$200 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$1,491.48 
FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF
+0.05%
+$1,684.2 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.04%
+$9,960 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$518,466.64 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$196.76 
FLJJ AllianzIM U.S. Equity 6 Month Floor5 January/July ETF
0%
$0 AUGU
AUGU
0%
$0 ARLU
ARLU
0%
$0 MARU
MARU
0%
$0 
NVBU AllianzIM U.S. Buffered Nov Fund
-0.96%
-$38,182.5 
OCTU AllianzIM U.S. Buffered 15 Uncapped October Fund
-0.8%
-$21,105.77 
MAYU AllianzIM U.S. Buffered Flex 15 Uncapped May Fund
-0.67%
-$24,099.4 
JANU AllianzIM U.S. Large Cap Buffer10 Jan ETF
-0.57%
-$16,088.77 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.54%
-$875 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
-0.54%
-$22,267.28 
FEBU AllianzIM U.S. Buffered ETF Feb Series
-0.53%
-$21,850.24 
JNEU AllianzIM U.S. Large Cap Buffer10 Jun Invtrl ETF
-0.52%
-$14,892.5 
PRFD PIMCO Preferred and Capital Securities Active ETF
-0.48%
-$86,400 
QBSF AllianzIM U.S. Equity Buffer15 ETF
-0.17%
-$8,529.34 
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF
-0.04%
-$1,920.41 Events
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Dividends
Dividend Analysis
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| Trades 302 | Longs Won 230/302 76% | Profit Factor 0.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.6M |
| Average Win $365,975.94 | Best Trade (Sep 30) $11.23M | Sharpe Ratio -22.49 |
| Average Loss -$3.14M | Worst Trade (Sep 10) -$68.78M | Z-Score -0.34 (26.97%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4w 1d | Expectancy -$470,775.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 824 | 741 | 659 | 577 | 494 | 412 | 329 | 247 | 165 | 82 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AIOO AllianzIM U.S. Equity Buffer100 Protection ETF | 192,041 | $4.9M | $5.07M | - | $176,485.68 | 3.6% | -0.038% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 248,042 | $7.92M | $7.1M | - | -$817,298.39 | -10.32% | +0.298% |
| APRT AllianzIM U.S. Large Cap Buffer10 April ETF | 5,000 | $132,950 | $234,250 | - | $101,300 | 76.19% | +0.406% |
| APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF | 4,000 | $100,196 | $150,960 | - | $50,764 | 50.66% | +0.212% |
| ARLU ARLU | 49,860 | $1,278.91 | $1,278.91 | - | - | - | 0.0 |
| AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF | 5,000 | $119,442 | $195,450 | - | $76,008 | 63.64% | +0.437% |
| AUGU AUGU | 102,280 | $2,637.8 | $2,637.8 | - | - | - | 0.0 |
| AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF | 5,000 | $121,300 | $173,000 | - | $51,700 | 42.62% | +0.144% |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 5,000 | $132,055 | $137,934.5 | - | $5,879.5 | 4.45% | +0.601% |
| CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | 9,000 | $1M | $844,110 | - | -$158,580 | -15.82% | +0.214% |
| DECT AllianzIM U.S. Large Cap Buffer10 December ETF | 5,000 | $119,950 | $201,275 | - | $81,325 | 67.8% | +0.688% |
| DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF | 5,000 | $122,800 | $147,950 | - | $25,150 | 20.48% | +0.852% |
| DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF | 5,000 | $122,050 | $181,975 | - | $59,925 | 49.1% | +0.372% |
| EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund | 249,000 | $25.06M | $24.56M | - | -$504,225 | -2.01% | +0.041% |
| FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF | 5,000 | $126,350 | $210,500 | - | $84,150 | 66.6% | +0.597% |
| FEBU AllianzIM U.S. Buffered ETF Feb Series | 136,564 | $3.29M | $4.08M | - | $786,608.64 | 23.92% | -0.533% |
| FEBW AllianzIM U.S. Large Cap Buffer20 February ETF | 5,000 | $126,150 | $181,225 | - | $55,075 | 43.66% | +0.374% |
| FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF | 112,280 | $2.9M | $3.22M | - | $318,313.8 | 10.97% | +0.052% |
| FLJJ AllianzIM U.S. Equity 6 Month Floor5 January/July ETF | 8,511 | $222,561.8 | $291,757.08 | - | $69,195.28 | 31.09% | 0.0 |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 300,000 | $24.69M | $23.65M | - | -$1.03M | -4.19% | +0.286% |
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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 - $140.19M, Janus Henderson AAA CLO ETF - $82.03M, Vanguard Long-Term Corporate Bond Fund - $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 - $2.39M, 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 $385M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $198.98M, Janus Henderson AAA CLO ETF - $82.03M, Vanguard Long-Term Corporate Bond Fund - $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.
