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New Portfolio - New Portfolio
Ashley Hannah
New PortfolioIndividual Investor
Ranked #74,541 out of 760,200 TipRanks' Investors
Success Rate
39 out of 54
profitable transactions
profitable transactions
Average Return
20.39%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.95%
6-Month Return▲ 13.85%
12-Month Return▲ 24.56%
YTD Return▲ 15.92%
Total Return▲ 37.95%
Best Trade
Bio
Dividend investment portfolio
Performance
25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 1.74%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.15%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.73%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.23%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.14%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 5.64%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 2.70%
Sep 2024
▲ 0.81%
▼ 1.04%
▼ 0.58%
Oct 2024
▲ 5.05%▲ 3.27%▲ 1.74%
▼ 12.40%▼ 4.03%▼ 3.15%
▲ 11.46%▲ 5.06%▲ 1.73%
▼ 2.25%▲ 3.53%▲ 1.23%
▲ 25.72%▲ 1.21%▲ 5.14%
▼ 4.21%▲ 2.34%▲ 5.64%
▲ 7.81%▲ 2.10%▲ 2.70%
▲ 0.81%▼ 1.04%▼ 0.58%
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
2.55%
▲ 48.62%
4
Sell
Jul 05, 2023
Blackstone Group
0.4%
▲ 72.39%
7
Sell
Jul 05, 2023
Apple
35.93%
▲ 55.23%
4
Buy
Jul 05, 2023
JPMorgan Equity Premium Income ETF
35.37%
▲ 20.74%
4
Buy
Jul 05, 2023
Starbucks
8.67%
▲ 11.71%
5
Buy
Apr 01, 2023
Exxon Mobil
11.09%
▲ 30.28%
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
5.31%
▲ 4.85%
2
Buy
Dec 02, 2022