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New Portfolio - New Portfolio
Ashley Hannah
New PortfolioIndividual Investor
Ranked #80,996 out of 775,913 TipRanks' Investors
Success Rate
39 out of 54
profitable transactions
profitable transactions
Average Return
22.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.45%
6-Month Return▲ 14.92%
12-Month Return▲ 17.26%
YTD Return▲ 17.27%
Total Return▲ 39.56%
Best Trade
Bio
Dividend investment portfolio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.73%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.23%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.14%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.70%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.12%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.84%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.03%
Dec 2024
▲ 11.46%▲ 5.06%▲ 1.73%
▼ 2.25%▲ 3.53%▲ 1.23%
▲ 25.71%▲ 1.21%▲ 5.14%
▼ 4.22%▲ 2.34%▲ 5.64%
▲ 7.82%▲ 2.10%▲ 2.70%
▲ 5.38%▼ 0.89%▲ 1.12%
▲ 43.22%▲ 5.96%▲ 5.84%
▲ 3.34%▼ 1.56%▼ 6.03%
Recent Activity
SoFi Weekly Income ETF
―
▲ 8.02%
3
Close
Feb 20, 2024
International Business Machines
―
▲ 7.78%
5
Close
Aug 01, 2023
Kimberly Clark
―
▼ 0.57%
5
Close
Aug 01, 2023
Procter & Gamble
―
▲ 9.46%
5
Close
Aug 01, 2023
General Mills
―
▼ 1.92%
6
Close
Aug 01, 2023
Caterpillar
―
▲ 37.86%
5
Close
Aug 01, 2023
McDonald's
―
▲ 7.47%
4
Close
Aug 01, 2023
Vanguard S&P 500 ETF
2.6%
▲ 53.75%
4
Sell
Jul 05, 2023
Blackstone Group
0.46%
▲ 98.10%
7
Sell
Jul 05, 2023
Apple
39.59%
▲ 75.17%
4
Buy
Jul 05, 2023
JPMorgan Equity Premium Income ETF
34.54%
▲ 20.69%
4
Buy
Jul 05, 2023
Starbucks
7.9%
▲ 2.78%
5
Buy
Apr 01, 2023
Exxon Mobil
9.56%
▲ 13.95%
5
Buy
Dec 19, 2022
iShares 5-10 Year Investment Grade Corporate Bond ETF
―
▼ 1.64%
3
Close
Dec 02, 2022
Invesco S&P 500 High Dividend Low Volatility ETF
―
▼ 1.26%
3
Close
Dec 02, 2022
Realty Income
―
▼ 4.53%
3
Close
Dec 02, 2022
Coca-Cola
―
▲ 3.43%
3
Close
Dec 02, 2022
PepsiCo
4.67%
▼ 5.20%
2
Buy
Dec 02, 2022