Kimberly Hoffman Portfolio
Invests via Cook Wealth LLC | Managed by Kimberly Hoffman
Invests via Cook Wealth LLC
Managed by Kimberly Hoffman
Automatically Tracked
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.
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.
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:
26%
Gain +0.62%
Monthly
0.21%
Yearly
2.56%
Drawdown
24.96%
$0
Equity
Holdings
$0
Investment
$0
$15.95M
Profit +$812,890.32
Realized
$15.95M
Unrealized
$0
Dividends
$22.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.62%
Profit
$812,890.32
Win %
75%
This Week
Compared To Last Week
Gain
2.61%
Profit
$5.62M
Win %
75%
This Month
Compared to last month
Gain
2.99%
Profit
$6.4M
Win %
75%
This Year
Compared to last year
Gain
6.69%
Profit
$13.84M
Win %
74%
VOO Vanguard S&P 500 ETF
+$8.78M
QUAL iShares MSCI USA Quality Factor ETF
+$5.17M
IQLT iShares MSCI International Quality Factor ETF
+$3.65M
VO Vanguard Mid-Cap ETF
+$2.13M
NVDA NVIDIA Corporation
+$2.01M
AVEM Avantis Emerging Markets Equity ETF
+$1.54M
GOVT iShares U.S. Treasury Bond ETF
+$1.32M
FCNCA First Citizens BancShares, Inc.
+$871,779.72
MUB iShares National Muni Bond ETF
+$605,107.98
VTI VANGUARD TOTAL STOCK MKT ETF
+$498,453.98
ESGU iShares ESG Aware MSCI USA ETF
+$304,835.43
ERIE Erie Indemnity Company
+$303,900.4
GSK GSK plc Sponsored ADR
+$297,264.42
JPM JPMorgan Chase & Co.
+$261,485.96
AAPL Apple Inc.
+$256,060.67
IEMG iShares Core MSCI Emerging Markets ETF
+$234,532.48
GTO Invesco Total Return Bond ETF
+$225,572.7
IBM International Business Machines Corporation
+$224,805.82
GLD SPDR Gold Shares
+$219,497.1
BMY Bristol-Myers Squibb Company
+$173,944.45
KO The Coca-Cola Company
+$169,110.38
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+$168,541.73
PG Procter & Gamble Co
+$152,289.01
JNJ Johnson & Johnson
+$150,398.9
V Visa Inc. Class A
+$148,168.89
BRK-B Berkshire Hathaway Inc.
+$145,604.4
DFSI Dimensional International Sustainability Core 1 ETF
+$135,552.47
AMZN Amazon.com Inc
+$120,247.96
MMM 3M Company
+$118,533
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+$108,657.29
HYDB iShares High Yield Systematic Bond ETF
+$96,226.54
WM Waste Management, Inc.
+$90,005.76
TSLA Tesla, Inc.
+$77,161.5
XOM Exxon Mobil Corporation
+$66,162.17
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+$64,309.45
NUMG Nuveen ESG Mid-Cap Growth ETF
+$61,784.46
VXUS Vanguard Total International Stock Index Fund Investor Shares
+$57,155.19
CAT Caterpillar Inc.
+$57,131.56
BNDX Vanguard Total International Bond ETF
+$52,060.27
DFAT Dimensional US Targeted Value ETF
+$51,502.88
HLN Haleon Plc - ADR
+$51,389.85
VWO Vanguard FTSE Emerging Markets ETF
+$46,779.77
QQQ Invesco QQQ Trust, Series 1
+$46,076.81
NBTB NBT Bancorp Inc.
+$33,835.73
SPY SPDR S&P 500 ETF Trust
+$28,494.69
EFG iShares MSCI EAFE Growth ETF
+$24,394.93
HD The Home Depot, Inc.
+$17,959.6
NUEM Nuveen ESG Emerging Markets Equity Fund
+$14,317.8
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+$13,250.61
BAC Bank of America Corporation
+$13,091.76
CHY Calamos Convertible and High Income Fund
+$12,740.36
LYG Lloyds Banking Group Plc ADR
+$5,404.12
SIHY Harbor Scientific Alpha High-Yield ETF
+$5,202.57
BDJ BlackRock Enhanced Equity Dividend Trust
-$1.17M
GOOGL Alphabet Inc
-$873,607.8
SYNH Syneos Health Inc
-$522,537.95
QYLD Global X Nasdaq 100 Covered Call ETF
-$394,915.99
SLP Simulations Plus, Inc.
-$237,801.78
HYD VanEck High Yield Muni ETF
-$222,309.46
DIS The Walt Disney Company
-$206,498.2
TAN Invesco Solar ETF
-$185,921.29
IQV IQVIA Holdings Inc.
-$166,049.53
AGG iShares Core U.S. Aggregate Bond ETF
-$128,184.58
IJR iShares Core S&P Small-Cap ETF
-$122,628.46
GOOG Alphabet Inc
-$92,955.53
TMO Thermo Fisher Scientific Inc.
-$92,225.84
IWF iShares Russell 1000 Growth ETF
-$84,564.28
BX Blackstone Inc.
-$80,799.65
ABT Abbott Laboratories
-$71,022.51
TGTX TG Therapeutics, Inc.
-$67,380.6
AMD Advanced Micro Devices, Inc.
-$46,900.5
SPYV SPDR Portfolio S&P 500 Value ETF
-$39,199.6
DRIV Global X Autonomous & Electric Vehicles ETF
-$35,966.98
MA Mastercard Incorporated
-$34,616.29
QQQM Invesco NASDAQ 100 ETF
-$34,034
PHO Invesco Water Resources ETF
-$33,072.79
THTX Theratechnologies Inc.
-$32,850
LSTA Lisata Therapeutics Inc.
-$27,759
FAN First Trust Global Wind Energy ETF
-$25,514.65
PEP PepsiCo, Inc.
-$22,594.8
SBUX Starbucks Corporation
-$19,594.92
MSFT Microsoft Corp.
-$13,868.3
DUK Duke Energy Corporation
-$7,471.32
BA Boeing Company
-$5,519.3
NUDM Nuveen ESG International Developed Markets Equity Fund
-$1,421.42
KRBN KraneShares Global Carbon Strategy ETF
-$347.61
Events
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Dividends
Dividend Analysis
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| Trades 554 | Longs Won 312/554 56% | Profit Factor 1.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $347,837.31 |
| Average Win $89,861.33 | Best Trade (Jun 29) $2.64M | Sharpe Ratio -28.72 |
| Average Loss -$100,834.99 | Worst Trade (Sep 30) -$4.4M | Z-Score -7.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 5d | Expectancy $28,796.26 |
| 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 | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
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Returns
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FAQ
Which stocks have generated the highest profits for Kimberly Hoffman?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $8.78M, iShares MSCI USA Quality Factor ETF - $5.17M, iShares MSCI International Quality Factor ETF - $3.65M, Vanguard Mid-Cap ETF - $2.13M, and NVIDIA Corporation - $2.01M. 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: BlackRock Enhanced Equity Dividend Trust - $1.17M, Alphabet Inc - $873,607.8, Syneos Health Inc - $522,537.95, Global X Nasdaq 100 Covered Call ETF - $394,915.99, and Simulations Plus, Inc - $237,801.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kimberly Hoffman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.75M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $9.32M, BlackRock Enhanced Equity Dividend Trust - $7.16M, Vanguard S&P 500 ETF - $994,374.06, iShares U.S. Treasury Bond ETF - $966,494.01, and iShares MSCI International Quality Factor ETF - $955,851.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kimberly Hoffman's monthly returns?
Kimberly Hoffman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kimberly Hoffman's strategy be considered aggressive or moderate?
It is difficult to clearly classify Kimberly Hoffman's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Kimberly Hoffman's strategy?
It is difficult to determine whether Kimberly Hoffman's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
