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New Portfolio - New Portfolio
Ashley Hannah
New PortfolioIndividual Investor
Ranked #61,120 out of 791,381 TipRanks' Investors
Success Rate
40 out of 54
profitable transactions
profitable transactions
Average Return
18.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.36%
6-Month Return▼ 0.84%
12-Month Return▲ 13.32%
YTD Return▼ 3.78%
Total Return▲ 34.55%
Best Trade
Bio
Dividend investment portfolio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 5.64%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.70%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.12%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.84%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 5.84%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 3.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.40%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 8.22%
Mar 2025
▼ 13.14%▲ 2.34%▲ 5.64%
▲ 2.93%▲ 2.10%▲ 2.70%
▲ 10.00%▼ 0.89%▲ 1.12%
▲ 26.01%▲ 5.96%▲ 5.84%
▲ 5.75%▼ 2.41%▼ 5.84%
▲ 5.32%▲ 2.69%▲ 3.40%
▼ 12.86%▼ 1.27%▲ 1.40%
▼ 2.15%▼ 5.65%▼ 8.22%
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
2.57%
▲ 44.69%
4
Sell
Jul 05, 2023
Blackstone Group
0.39%
▲ 61.55%
7
Sell
Jul 05, 2023
Apple
36.17%
▲ 52.17%
4
Buy
Jul 05, 2023
JPMorgan Equity Premium Income ETF
35.46%
▲ 19.81%
4
Buy
Jul 05, 2023
Starbucks
9.42%
▲ 16.97%
5
Buy
Apr 01, 2023
Exxon Mobil
10.38%
▲ 18.54%
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
4.91%
▼ 4.65%
2
Buy
Dec 02, 2022