AG
Ashley Goggins Portfolio
Invests via Hidden Cove Wealth Management LLC | Managed by Shane Dir, Ron Elzig
Invests via Hidden Cove Wealth Management LLC
Managed by Shane Dir, Ron Elzig
Automatically Tracked
Ashley Goggins Profile
Ashley Goggins leverages extensive operational expertise to drive impactful growth within emerging markets. Her career encompasses significant leadership roles across multiple sectors, where she has orchestrated complex business transformations. Ashley’s dedication to cultivating innovative solutions fosters robust partnerships and enhances corporate strategies, positioning her as a notable figure in both the entrepreneurial landscape and investment communities. Through her proactive involvement in developing new ventures and steering market expansion initiatives, she stands out as a resourceful advocate for entrepreneurship.
Ashley Goggins leverages extensive operational expertise to drive impactful growth within emerging markets. Her career encompasses significant leadership roles across multiple sectors, where she has orchestrated complex business transformations. Ashley’s dedication to cultivating innovative solutions fosters robust partnerships and enhances corporate strategies, positioning her as a notable figure in both the entrepreneurial landscape and investment communities. Through her proactive involvement in developing new ventures and steering market expansion initiatives, she stands out as a resourceful advocate for entrepreneurship.
Investment Philosophy & Strategy
Ashley Goggins navigates the evolving landscape of investment through a keen entrepreneurial lens. With a profound understanding of operational dynamics, her approach emphasizes strategic growth and innovation within nascent industries. By prioritizing transformational leadership and leveraging cross-sector experience, she identifies unique opportunities for capital deployment that align with market trends. Her commitment to fostering collaborative ecosystems enhances competitive positioning while driving long-term value creation. Emphasizing adaptability, she seeks out disruptive ventures poised for scalability, ensuring impactful contributions to both emerging markets and investor landscapes.
Ashley Goggins navigates the evolving landscape of investment through a keen entrepreneurial lens. With a profound understanding of operational dynamics, her approach emphasizes strategic growth and innovation within nascent industries. By prioritizing transformational leadership and leveraging cross-sector experience, she identifies unique opportunities for capital deployment that align with market trends. Her commitment to fostering collaborative ecosystems enhances competitive positioning while driving long-term value creation. Emphasizing adaptability, she seeks out disruptive ventures poised for scalability, ensuring impactful contributions to both emerging markets and investor landscapes.
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:
12.99%
Gain +0.01%
Monthly
0.7%
Yearly
8.77%
Drawdown
15.09%
$167.45M
Equity
Holdings
$167.45M
Investment
$150.29M
$19.79M
Profit +$14,410.44
Realized
$2.55M
Unrealized
$17.24M
Dividends
$5.47M
Goals
Avg. 39% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$14,410.44
Win %
68%
This Week
Compared To Last Week
Gain
0.01%
Profit
$14,410.44
Win %
68%
This Month
Compared to last month
Gain
-1.24%
Profit
-$2.1M
Win %
68%
This Year
Compared to last year
Gain
-4.41%
Profit
-$5.42M
Win %
67%
FN Fabrinet
+4.94%
+$35,502.2 
GEV GE Vernova Inc.
+3.73%
+$14,902.8 
GDX VanEck Gold Miners ETF
+2.97%
+$6,068.37 
REI Ring Energy Inc.
+2.38%
+$519 
JPM JPMorgan Chase & Co.
+2.31%
+$26,751.04 
U Unity Software Inc.
+1.98%
+$70,119.53 
PM Philip Morris International Inc.
+1.95%
+$7,702.46 
TSLA Tesla, Inc.
+1.82%
+$10,097.36 
CFG Citizens Financial Group, Inc.
+1.71%
+$4,705.92 
PKG Packaging Corporation of America
+1.71%
+$5,124.55 
WFC Wells Fargo & Company
+1.61%
+$8,940.26 
BLK BlackRock, Inc.
+1.52%
+$4,040.03 
CAT Caterpillar Inc.
+1.44%
+$4,231.38 
MAR Marriott International Inc. - Class A
+1.42%
+$3,593.4 
COP ConocoPhillips
+1.4%
+$3,377.7 
IDMO Invesco S&P International Developed Momentum ETF
+1.36%
+$99,230.61 
ABBV AbbVie Inc.
+1.32%
+$6,603.76 
VLO Valero Energy Corporation
+1.2%
+$2,498.98 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$3,058.4 
VST Vistra Corp
+1.12%
+$21,118.33 
ETR Entergy Corporation
+1.11%
+$2,741.34 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$5,718.14 
JNJ Johnson & Johnson
+1.07%
+$3,512.82 
V Visa Inc. Class A
+1.05%
+$9,205.1 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$11,002.4 
VO Vanguard Mid-Cap ETF
+0.97%
+$68,982.49 
VTV Vanguard Value ETF
+0.94%
+$7,734.46 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$59,092.98 
MGV Vanguard Mega Cap Value ETF
+0.9%
+$40,855.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$42,551.12 
PG Procter & Gamble Co
+0.86%
+$2,369.82 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$1,625 
GE General Electric Company
+0.76%
+$4,145.25 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$1,723.51 
CVX Chevron Corporation
+0.75%
+$3,044.98 
SBUX Starbucks Corporation
+0.74%
+$3,688.28 
HD The Home Depot, Inc.
+0.73%
+$3,700.9 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$3,800.16 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$2,798.29 
MA Mastercard Incorporated
+0.71%
+$1,967.49 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$6,072.3 
VB Vanguard Small-Cap ETF
+0.7%
+$2,255.69 
COST Costco Wholesale Corporation
+0.68%
+$5,674.3 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$2,222.21 
MS Morgan Stanley
+0.65%
+$2,548.85 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,422.3 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$1,478.4 
IVV iShares Core S&P 500 ETF
+0.55%
+$1,615.56 
VOO Vanguard S&P 500 ETF
+0.55%
+$1,897.22 
GOOGL Alphabet Inc
+0.53%
+$6,908.47 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,242.5 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$10,209.08 
GOOG Alphabet Inc
+0.45%
+$4,024 
WMT Walmart Inc.
+0.45%
+$1,280.34 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$921.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$1,925.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,617.6 
AMGN Amgen Inc.
+0.32%
+$1,482.02 
XOM Exxon Mobil Corporation
+0.28%
+$1,465.28 
SCHY Schwab International Dividend Equity ETF
+0.24%
+$2,734 
VEMY Virtus Stone Harbor Emerging Markets High Yield Bond ETF
+0.21%
+$800.46 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.2%
+$751.41 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$591.48 
BNDX Vanguard Total International Bond ETF
+0.17%
+$6,860.64 
NVDA NVIDIA Corporation
+0.16%
+$8,442.56 
JBBB Janus Henderson B-BBB CLO ETF
+0.15%
+$1,800.61 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.15%
+$1,405.81 
JABS Janus Henderson Asset-Backed Securities ETF
+0.13%
+$2,873.13 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$1,178.36 
IOO iShares Global 100 ETF
+0.11%
+$1,852.2 
KO The Coca-Cola Company
+0.11%
+$705.69 
EXPD Expeditors International of Washington, Inc.
+0.11%
+$302.94 
MSFT Microsoft Corp.
+0.1%
+$3,595.51 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$76.35 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$2,535.99 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$634.35 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$929.14 
SCYB Schwab High Yield Bond ETF
+0.02%
+$168.26 
GMUN Goldman Sachs Community Municipal Bond ETF
0%
$0 
IMCC
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
ADBE Adobe Inc.
-6.75%
-$13,405.46 
AMPX Amprius Technologies Inc.
-4.62%
-$10,818.26 
LLY Eli Lilly and Company
-2.41%
-$11,431.53 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$5,676.93 
AAPL Apple Inc.
-1.52%
-$118,354.5 
SPXC Spx Technologies Inc.
-1.47%
-$3,488.17 
MU Micron Technology, Inc.
-1.43%
-$15,186.91 
AMZN Amazon.com Inc
-1.23%
-$23,156 
NFLX Netflix, Inc.
-1.14%
-$2,710.95 
KRYS Krystal Biotech Inc.
-1.11%
-$4,654.66 
AVGO Broadcom Inc.
-0.91%
-$17,398.51 
PKE Park Aerospace Corp
-0.7%
-$5,570 
CSCO Cisco Systems, Inc.
-0.6%
-$8,900.18 
ETN Eaton Corporation plc
-0.57%
-$1,966.5 
UPS United Parcel Service, Inc.
-0.51%
-$1,199.55 
ARLP Alliance Resource Partners, L.P.
-0.4%
-$6,999.93 
DHR Danaher Corporation
-0.38%
-$835.57 
RTX RTX Corporation
-0.37%
-$1,977.47 
CNQ Canadian Natural Resources Limited
-0.31%
-$624.4 
META Meta Platforms Inc Class A
-0.26%
-$1,735.66 
LOW Lowe's Companies Inc.
-0.12%
-$280.8 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$11,419.02 
JSI Janus Henderson Securitized Income ETF
-0.08%
-$1,254.32 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.06%
-$911.61 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$1,157.9 
TSCO Tractor Supply Company
-0.03%
-$90.08 
JIII Janus Henderson Income ETF
-0.01%
-$53.27 
IWY iShares Russell Top 200 Growth ETF
0%
-$663.56 Events
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Dividends
Dividend Analysis
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| Trades 464 | Longs Won 290/464 62% | Profit Factor 10.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $201,607.32 |
| Average Win $75,243.62 | Best Trade (Jun 14) $3.14M | Sharpe Ratio -12.76 |
| Average Loss -$11,660.01 | Worst Trade (Jun 14) -$192,191.91 | Z-Score 4.66 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $42,654.76 |
| 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 | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
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Returns
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