ARH
Alex R. Hansen Portfolio
Invests via Arrien Investments Inc. | Managed by Alex R. Hansen
Invests via Arrien Investments Inc.
Managed by Alex R. Hansen
Automatically Tracked
Seasoned growth-stage investor and former technology operator focused on SaaS, fintech and marketplace businesses, with experience leading product and GTM teams and sourcing venture and private equity opportunities. Alex R. Hansen is known for active portfolio support, M&A execution and board-level governance, blending operating experience with capital allocation discipline to drive revenue scaling and exit preparation.
Seasoned growth-stage investor and former technology operator focused on SaaS, fintech and marketplace businesses, with experience leading product and GTM teams and sourcing venture and private equity opportunities. Alex R. Hansen is known for active portfolio support, M&A execution and board-level governance, blending operating experience with capital allocation discipline to drive revenue scaling and exit preparation.
Investment Philosophy & Strategy
Seasoned growth-stage investor and former technology operator focused on SaaS, fintech and marketplace businesses, with experience leading product and GTM teams and sourcing venture and private equity opportunities. Alex R. Hansen is known for active portfolio support, M&A execution and board-level governance, blending operating experience with capital allocation discipline to drive revenue scaling and exit preparation.
Seasoned growth-stage investor and former technology operator focused on SaaS, fintech and marketplace businesses, with experience leading product and GTM teams and sourcing venture and private equity opportunities. Alex R. Hansen is known for active portfolio support, M&A execution and board-level governance, blending operating experience with capital allocation discipline to drive revenue scaling and exit preparation.
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:
49.36%
Gain -0.18%
Monthly
0.91%
Yearly
11.53%
Drawdown
10.56%
$194.65M
Equity
Holdings
$194.65M
Investment
$156.62M
$46.61M
Profit -$286,336.25
Realized
$8.58M
Unrealized
$38.03M
Dividends
$12.69M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$286,336.25
Win %
56%
This Week
Compared To Last Week
Gain
0.1%
Profit
$201,817.23
Win %
56%
This Month
Compared to last month
Gain
0.9%
Profit
$1.73M
Win %
56%
This Year
Compared to last year
Gain
-1.92%
Profit
-$3.8M
Win %
60%
DAICW Dot Ai Warrant
+55.38%
+$72.36 
PPTA Perpetua Resources Corp.
+3.65%
+$18,700.2 
USB U.S. Bancorp
+2.33%
+$6,056.8 
IDU iShares U.S. Utilities ETF
+1.35%
+$101,491.2 
VPU Vanguard Utilities ETF
+1.32%
+$2,560.88 
IDA Idacorp Inc.
+1.13%
+$2,540.45 
VDC VANGUARD CONSUMER STAPLES ETF
+1.13%
+$14,637.07 
ITA iShares U.S. Aerospace & Defense ETF
+1.05%
+$70,374.76 
IGF iShares Global Infrastructure ETF
+1.01%
+$64,366.72 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.76%
+$2,161.76 
BA Boeing Company
+0.7%
+$1,446.72 
IFRA iShares U.S. Infrastructure
+0.64%
+$11,691.72 
LLY Eli Lilly and Company
+0.46%
+$1,404.66 
AAPL Apple Inc.
+0.43%
+$4,460.3 
INCM Franklin Income Focus ETF
+0.29%
+$662.24 
VTV Vanguard Value ETF
+0.19%
+$15,338.53 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.19%
+$28,466.52 
MCD McDonald's Corporation
+0.18%
+$1,180.52 
IEI iShares 3-7 Year Treasury Bond ETF
+0.13%
+$666.47 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.07%
+$6,059.78 
SHV iShares Short Treasury Bond ETF
+0.04%
+$321.88 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$2,420.46 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.01%
+$360.27 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
INTC Intel Corporation
-5.87%
-$16,150.4 
MU Micron Technology, Inc.
-5.65%
-$40,043.81 
LRCX Lam Research Corporation
-4.89%
-$21,931.68 
AVGO Broadcom Inc.
-4.53%
-$15,199.26 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$12,507.84 
GOOG Alphabet Inc
-2.33%
-$11,060.7 
MSFT Microsoft Corp.
-1.93%
-$7,324.95 
FLQL Franklin U.S. Large Cap Multisector Fund
-1.17%
-$17,963 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.1%
-$287,849 
IVV iShares Core S&P 500 ETF
-1.09%
-$124,239.91 
VOO Vanguard S&P 500 ETF
-1.08%
-$28,995.47 
RSP Invesco S&P 500 Equal Weight ETF
-0.43%
-$5,187.54 
EZU iShares MSCI Eurozone ETF
-0.29%
-$928.19 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.29%
-$23,642.4 
IAU iShares Gold Trust
-0.15%
-$900 
MUB iShares National Muni Bond ETF
-0.12%
-$785.37 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.1%
-$1,942.7 
EFA iShares MSCI EAFE ETF
-0.1%
-$25,432.5 
SPBO SPDR Portfolio Corporate Bond ETF
-0.09%
-$256.35 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$1,365.08 Events
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Dividends
Dividend Analysis
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No Data
| Trades 476 | Longs Won 320/476 67% | Profit Factor 12.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $628,430.45 |
| Average Win $157,969.3 | Best Trade (Oct 14) $9.34M | Sharpe Ratio -9.15 |
| Average Loss -$25,276.13 | Worst Trade (Oct 14) -$1.03M | Z-Score -4.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 2d | Expectancy $97,914.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,055 | $534,750.02 | $1.05M | - | $514,520.28 | 96.22% | +0.427% |
| AGG iShares Core U.S. Aggregate Bond ETF | 54,603 | $5.41M | $5.21M | - | -$204,248.91 | -3.77% | -0.026% |
| AVGO Broadcom Inc. | 974 | $268,483.28 | $320,178.15 | - | $51,694.87 | 19.25% | -4.532% |
| BA Boeing Company | 1,096 | $229,765.92 | $208,294.8 | - | -$21,471.12 | -9.34% | +0.699% |
| DAICW Dot Ai Warrant | 20,100 | $1,610 | $203.01 | - | -$1,406.99 | -87.39% | +55.385% |
| EFA iShares MSCI EAFE ETF | 254,325 | $18.24M | $26.34M | - | $8.1M | 44.38% | -0.096% |
| EZU iShares MSCI Eurozone ETF | 4,760 | $215,330.97 | $313,327 | - | $97,996.03 | 45.51% | -0.295% |
| FLQL Franklin U.S. Large Cap Multisector Fund | 19,525 | $825,084.19 | $1.52M | - | $691,422.56 | 83.8% | -1.171% |
| GOOG Alphabet Inc | 1,374 | $145,489.2 | $462,845.64 | - | $317,356.44 | 218.13% | -2.334% |
| IAU iShares Gold Trust | 7,500 | $280,275 | $587,625 | - | $307,350 | 109.66% | -0.153% |
| IDA Idacorp Inc. | 1,639 | $168,280.45 | $226,804.82 | - | $58,524.37 | 34.78% | +1.133% |
| IDU iShares U.S. Utilities ETF | 70,480 | $5.91M | $7.61M | - | $1.7M | 28.81% | +1.351% |
| IEI iShares 3-7 Year Treasury Bond ETF | 4,443 | $526,206.71 | $507,568.32 | - | -$18,638.39 | -3.54% | +0.131% |
| IFRA iShares U.S. Infrastructure | 32,477 | $1.34M | $1.85M | - | $505,098.18 | 37.59% | +0.636% |
| IGF iShares Global Infrastructure ETF | 100,573 | $5.08M | $6.42M | - | $1.34M | 26.41% | +1.013% |
| INCM Franklin Income Focus ETF | 7,791 | $224,801 | $225,432.58 | - | $631.58 | 0.28% | +0.295% |
| INTC Intel Corporation | 2,884 | $402,693 | $258,896.68 | - | -$143,796.32 | -35.71% | -5.872% |
| ITA iShares U.S. Aerospace & Defense ETF | 32,282 | $3.82M | $6.75M | - | $2.93M | 76.9% | +1.054% |
| IVV iShares Core S&P 500 ETF | 14,703 | $6.09M | $11.27M | - | $5.18M | 85.03% | -1.09% |
| LLY Eli Lilly and Company | 246 | $264,371 | $309,300.72 | - | $44,929.72 | 16.99% | +0.456% |
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FAQ
Which stocks have generated the highest profits for Alex R. Hansen?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI EAFE ETF - $3.42M, SPDR Portfolio Aggregate Bond ETF - $3.32M, iShares U.S. Aerospace & Defense ETF - $1.77M, iShares U.S. Regional Banks ETF - $1.43M, and iShares Core S&P 500 ETF - $1.35M. 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: iShares Select Dividend ETF - $40,799.51, Boeing Company - $38,425.41, iShares 10-20 Year Treasury Bond ETF - $22,988.09, iShares U.S. Healthcare ETF - $21,409.5, and iShares U.S. Medical Devices ETF - $12,158.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alex R. Hansen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.69M earned over time. The largest contributors to dividend income include SPDR Portfolio Aggregate Bond ETF - $3.33M, iShares MSCI EAFE ETF - $2.65M, SPDR MSCI EAFE StrategicFactors ETF - $1.04M, iShares Core U.S. Aggregate Bond ETF - $737,413.78, and SPDR Portfolio Long Term Corporate Bond ETF - $539,787.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alex R. Hansen's monthly returns?
Alex R. Hansen's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Alex R. Hansen's strategy be considered aggressive or moderate?
Alex R. Hansen's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Alex R. Hansen's strategy?
Alex R. Hansen's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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