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New Portfolio - New Portfolio
Ashley Hannah
New PortfolioIndividual Investor
Ranked #137,851 out of 822,855 TipRanks' Investors
Success Rate
39 out of 54
profitable transactions
profitable transactions
Average Return
20.88%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.10%
6-Month Return▲ 12.10%
12-Month Return▼ 0.21%
YTD Return▼ 0.50%
Total Return▲ 39.13%
Best Trade
Bio
Dividend investment portfolio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.85%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 7.88%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.51%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.38%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.71%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.28%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.52%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 4.02%
Oct 2025
▼ 6.38%▼ 5.57%▼ 6.85%
▲ 0.80%▼ 0.87%▼ 7.88%
▲ 11.63%▲ 6.28%▲ 1.51%
▲ 9.25%▲ 5.14%▲ 5.38%
▲ 7.60%▲ 2.30%▲ 3.71%
▲ 2.76%▲ 2.05%▲ 3.28%
▲ 12.88%▲ 3.56%▲ 0.52%
▲ 0.54%▼ 1.98%▼ 4.02%
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
2.96%
▲ 71.54%
4
Sell
Jul 05, 2023
Blackstone Group
0.42%
▲ 82.19%
7
Sell
Jul 05, 2023
Apple
39.34%
▲ 69.42%
4
Buy
Jul 05, 2023
JPMorgan Equity Premium Income ETF
34.27%
▲ 24.52%
4
Buy
Jul 05, 2023
Starbucks
7.27%
▼ 6.57%
5
Buy
Apr 01, 2023
Exxon Mobil
10.31%
▲ 22.48%
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
4.73%
▼ 4.10%
2
Buy
Dec 02, 2022