Kimberly Hoffman Portfolio

Invests via Cook Wealth LLC | Managed by Kimberly Hoffman

Invests via Cook Wealth LLC

Managed by Kimberly Hoffman

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Kimberly Hoffman Profile

Kimberly Hoffman has established herself as a dynamic leader in the healthcare technology space, leveraging her extensive experience in product development and market strategy. With a background that combines both technical expertise and entrepreneurial spirit, she has been pivotal in driving innovation within organizations aimed at enhancing patient care through advanced technological solutions. Known for her ability to navigate complex regulatory environments, she plays a crucial role in scaling operations and forging strategic partnerships that expand market reach. Her leadership positions have allowed her to influence key stakeholders across diverse sectors, making significant contributions to advancements in digital health.

Investment Philosophy & Strategy

In an era where healthcare innovation is paramount, Kimberly Hoffman emphasizes leveraging technology to enhance patient outcomes. Drawing upon her entrepreneurial background and leadership acumen in healthcare tech, she approaches investment opportunities with a focus on scalable solutions that address real-world challenges. This commitment not only aids in advancing operational efficiencies but also drives sustainable growth within the sector. With a keen eye for disruptive technologies and strategic partnerships, there’s an intentional effort to build ecosystems that support comprehensive health management systems. Her insights into regulatory dynamics allow for nimble decision-making, positioning ventures for long-term success.

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:

33.4%

Gain +1.64%

Monthly

0.29%

Yearly

3.52%

Drawdown

19.83%

$258.33M

Equity

Holdings

$258.33M

Investment

$187.82M

$54.18M

Profit +$4.46M

Realized

-$16.33M

Unrealized

$70.51M

Dividends

$27.96M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

1.64%

Profit

$4.46M

Win %

82%

This Week

Compared To Last Week

Gain

-0.5%

Profit

-$1.29M

Win %

82%

This Month

Compared to last month

Gain

-1.17%

Profit

-$3.06M

Win %

82%

This Year

Compared to last year

Gain

7.37%

Profit

$17.72M

Win %

82%

Gainers
Losers

CAT Caterpillar Inc.

+4.73%

+$32,732.14

TSLA Tesla, Inc.

+4.56%

+$22,937.41

AVEM Avantis Emerging Markets Equity ETF

+4.53%

+$698,841

IEMG iShares Core MSCI Emerging Markets ETF

+4.41%

+$87,502.99

DRIV Global X Autonomous & Electric Vehicles ETF

+4.35%

+$16,097.94

EFG iShares MSCI EAFE Growth ETF

+3.87%

+$46,593.09

DFSE Dimensional Emerging Markets Sustainability Core 1 ETF

+3.75%

+$53,491.42

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+3.65%

+$14,926.52

VXUS Vanguard Total International Stock Index Fund Investor Shares

+3.34%

+$33,304.92

GSK GSK plc Sponsored ADR

+3.32%

+$17,547.4

GLD SPDR Gold Shares

+3.21%

+$23,517.81

IQLT iShares MSCI International Quality Factor ETF

+3.19%

+$760,014.85

SLP Simulations Plus, Inc.

+3.17%

+$7,049.8

FAN First Trust Global Wind Energy ETF

+3.04%

+$10,823.61

ESML iShares ESG Aware MSCI USA Small-Cap ETF

+2.86%

+$16,017.43

HD The Home Depot, Inc.

+2.42%

+$7,092.99

BMY Bristol-Myers Squibb Company

+2.41%

+$8,442

DFSI Dimensional International Sustainability Core 1 ETF

+2.4%

+$34,211.94

NVDA NVIDIA Corporation

+2.32%

+$94,962.38

NUMG Nuveen ESG Mid-Cap Growth ETF

+1.97%

+$12,230.7

QYLD Global X Nasdaq 100 Covered Call ETF

+1.96%

+$95,468.05

VO Vanguard Mid-Cap ETF

+1.85%

+$280,117.74

VTI VANGUARD TOTAL STOCK MKT ETF

+1.83%

+$37,803.87

QUAL iShares MSCI USA Quality Factor ETF

+1.75%

+$280,965.72

ESGU iShares ESG Aware MSCI USA ETF

+1.71%

+$51,340

VOO Vanguard S&P 500 ETF

+1.7%

+$1.31M

DFAT Dimensional US Targeted Value ETF

+1.66%

+$248,986.08

AMZN Amazon.com Inc

+1.4%

+$11,272.5

CHY Calamos Convertible and High Income Fund

+1.38%

+$3,711.57

BDJ BlackRock Enhanced Equity Dividend Trust

+1.25%

+$43,846.17

AAPL Apple Inc.

+1.19%

+$91,371.14

IBM International Business Machines Corporation

+1.09%

+$4,481.94

MMM 3M Company

+0.94%

+$3,086.98

BNDX Vanguard Total International Bond ETF

+0.59%

+$4,260.18

GOVT iShares U.S. Treasury Bond ETF

+0.55%

+$97,793.5

HYDB iShares High Yield Systematic Bond ETF

+0.55%

+$3,771.7

GOOG Alphabet Inc

+0.54%

+$11,570.94

GTO Invesco Total Return Bond ETF

+0.53%

+$13,773.17

SPTI SPDR Portfolio Intermediate Term Treasury ETF

+0.48%

+$1,654.56

NBTB NBT Bancorp Inc.

+0.25%

+$1,257.24

FCNCA First Citizens BancShares, Inc.

+0.25%

+$3,650.46

MUB iShares National Muni Bond ETF

+0.23%

+$21,549.5

GOOGL Alphabet Inc

+0.16%

+$5,931.66

JNJ Johnson & Johnson

+0.09%

+$1,937.79

LSTA Lisata Therapeutics Inc.

-4.21%

-$1,850.6

XOM Exxon Mobil Corporation

-2.61%

-$9,652.08

MSFT Microsoft Corp.

-1.85%

-$84,708.63

ERIE Erie Indemnity Company

-1.63%

-$48,223.96

KO The Coca-Cola Company

-1.18%

-$10,933.5

V Visa Inc. Class A

-1.1%

-$3,713.07

IQV IQVIA Holdings Inc.

-0.95%

-$3,219.53

PG Procter & Gamble Co

-0.41%

-$4,460

Events

Dividends

Dividend Analysis

No Data

Trades 554	Longs Won 341/554 61%	Profit Factor 3.26
Profitability	Shorts Won 0/0 0%	Standard Deviation $634,579.51
Average Win $229,333.48	Best Trade (Jun 11) $6.22M	Sharpe Ratio -10.27
Average Loss -$112,795.54	Worst Trade (Sep 30) -$4.4M	Z-Score 2.45 (98.58%)
Commissions $0	Avg. Trade Length 1y 10m 2w 6d	Expectancy $97,792.9

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%	<0.01%
Consecutive Losing Trades	2,288	2,059	1,831	1,602	1,373	1,144	915	686	458	229