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:
16.2%
Gain +0.07%
Monthly
0.8%
Yearly
10.09%
Drawdown
15.33%
$167.62M
Equity
Holdings
$167.62M
Investment
$149.96M
$20.21M
Profit +$81,190.33
Realized
$2.55M
Unrealized
$17.66M
Dividends
$6.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$81,190.33
Win %
70%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$856,970.27
Win %
70%
This Month
Compared to last month
Gain
0.003%
Profit
$4,657.19
Win %
70%
This Year
Compared to last year
Gain
7.86%
Profit
$12.22M
Win %
69%
VST Vistra Corp
+2.72%
+$56,787.57 
AVGO Broadcom Inc.
+2.67%
+$51,251.01 
NVDA NVIDIA Corporation
+2.3%
+$125,847.17 
JNJ Johnson & Johnson
+2%
+$6,942.66 
XOM Exxon Mobil Corporation
+1.81%
+$9,792.72 
BLK BlackRock, Inc.
+1.77%
+$4,818.18 
COP ConocoPhillips
+1.1%
+$2,689.65 
ARLP Alliance Resource Partners, L.P.
+1.01%
+$17,500 
ETN Eaton Corporation plc
+0.98%
+$3,461.03 
SPXC Spx Technologies Inc.
+0.94%
+$2,058.42 
JPM JPMorgan Chase & Co.
+0.86%
+$11,025.96 
RTX RTX Corporation
+0.62%
+$3,518.68 
CFG Citizens Financial Group, Inc.
+0.61%
+$1,816.32 
KO The Coca-Cola Company
+0.28%
+$1,803.43 
MGV Vanguard Mega Cap Value ETF
+0.24%
+$11,065.08 
IOO iShares Global 100 ETF
+0.1%
+$1,728.6 
DHR Danaher Corporation
+0.07%
+$157.44 
CSCO Cisco Systems, Inc.
+0.03%
+$365.76 
VO Vanguard Mid-Cap ETF
+0.03%
+$1,791.76 
ASML ASML Holding N.V. New York Registry Shares
+0.02%
+$55.3 
PG Procter & Gamble Co
+0.01%
+$37.3 
ADBE Adobe Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMPX Amprius Technologies Inc.
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CNQ Canadian Natural Resources Limited
0%
$0 
CVX Chevron Corporation
0%
-$0.02 
EFV iShares MSCI EAFE Value ETF
0%
$0 
ETR Entergy Corporation
0%
$0 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
$0 
FN Fabrinet
0%
+$0.02 
GDX VanEck Gold Miners ETF
0%
$0 
GE General Electric Company
0%
-$0.02 
GEV GE Vernova Inc.
0%
$0 
GMUN Goldman Sachs Community Municipal Bond ETF
0%
$0 
GOOG Alphabet Inc
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
+$0.66 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JABS Janus Henderson Asset-Backed Securities ETF
0%
$0 
JBBB Janus Henderson B-BBB CLO ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JIII Janus Henderson Income ETF
0%
$0 
JSI Janus Henderson Securitized Income ETF
0%
$0 
KRYS Krystal Biotech Inc.
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.01 
MAR Marriott International Inc. - Class A
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PKE Park Aerospace Corp
0%
-$0.02 
PM Philip Morris International Inc.
0%
$0 
POCT Innovator U.S. Equity Power Buffer ETF - October
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
REI Ring Energy Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
+$0.15 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHY Schwab International Dividend Equity ETF
0%
$0 
SCYB Schwab High Yield Bond ETF
0%
+$0.03 
SIVR abrdn Physical Silver Shares ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEMY Virtus Stone Harbor Emerging Markets High Yield Bond ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
WMT Walmart Inc.
0%
$0 
META Meta Platforms Inc Class A
-2.58%
-$19,918.08 
U Unity Software Inc.
-2.01%
-$79,380.6 
WFC Wells Fargo & Company
-1.5%
-$8,873.04 
GOOGL Alphabet Inc
-1.46%
-$18,301.98 
TSLA Tesla, Inc.
-1.3%
-$6,824.03 
VLO Valero Energy Corporation
-1.23%
-$3,158.31 
MU Micron Technology, Inc.
-1.17%
-$12,077.11 
ABBV AbbVie Inc.
-1.09%
-$6,246.82 
AMZN Amazon.com Inc
-1.09%
-$21,122.1 
LLY Eli Lilly and Company
-1.05%
-$5,071.61 
V Visa Inc. Class A
-0.68%
-$6,614.43 
EXPD Expeditors International of Washington, Inc.
-0.63%
-$1,901.79 
AAPL Apple Inc.
-0.56%
-$48,656.85 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$2,077.86 
VB Vanguard Small-Cap ETF
-0.27%
-$886.95 
COST Costco Wholesale Corporation
-0.21%
-$1,627.29 
NFLX Netflix, Inc.
-0.2%
-$408.1 
LMBS First Trust Low Duration Opportunities ETF
-0.16%
-$5,074.8 
CAT Caterpillar Inc.
-0.07%
-$215.81 
IMCC Im Cannabis Corp.
-0.07%
-$1.43 
IDMO Invesco S&P International Developed Momentum ETF
-0.05%
-$3,721.14 
HD The Home Depot, Inc.
-0.04%
-$233.27 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.04%
-$341.41 
PKG Packaging Corporation of America
-0.01%
-$26.77 Events
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Dividends
Dividend Analysis
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| Trades 464 | Longs Won 298/464 64% | Profit Factor 8.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $202,359.15 |
| Average Win $76,441.67 | Best Trade (Jul 23) $3.09M | Sharpe Ratio -13.24 |
| Average Loss -$15,470.72 | Worst Trade (Jul 27) -$248,459.91 | Z-Score 6.4 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 6d | Expectancy $43,559.22 |
| 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 | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Ashley Goggins?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $2.05M, Janus Henderson AAA CLO ETF - $988,133.73, Janus Henderson Short Duration Income ETF - $885,318.58, iShares Global 100 ETF - $572,496.18, and SPDR Bloomberg Short Term High Yield Bond ETF - $392,862.07. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Tecogen Inc - $54,342.37, Dimensional U.S. Core Equity 2 ETF - $13,439.77, Abbott Laboratories - $13,058.68, Dimensional U.S. Equity Market ETF - $12,810.86, and Adobe Inc - $11,294.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ashley Goggins's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.02M earned over time. The largest contributors to dividend income include Janus Henderson AAA CLO ETF - $999,711.6, Schwab U.S. Dividend Equity ETF - $873,869.81, Janus Henderson Short Duration Income ETF - $869,569.44, SPDR Bloomberg Short Term High Yield Bond ETF - $401,537.9, and Janus Henderson Securitized Income ETF - $375,495.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ashley Goggins's monthly returns?
Ashley Goggins's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Ashley Goggins's strategy be considered aggressive or moderate?
Ashley Goggins's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Ashley Goggins's strategy?
Ashley Goggins's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
