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:
19%
Gain -0.68%
Monthly
0.85%
Yearly
10.75%
Drawdown
15.38%
$184.24M
Equity
Holdings
$184.24M
Investment
$163.98M
$23.32M
Profit -$1.05M
Realized
$3.07M
Unrealized
$20.25M
Dividends
$6.54M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$1.05M
Win %
67%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$1.05M
Win %
67%
This Month
Compared to last month
Gain
-0.47%
Profit
-$863,422.45
Win %
67%
This Year
Compared to last year
Gain
1.59%
Profit
$2.89M
Win %
64%
PANW Palo Alto Networks, Inc.
+14.01%
+$34,979.16 
GOOGL Alphabet Inc
+3.08%
+$49,015.8 
GOOG Alphabet Inc
+2.97%
+$32,476.77 
META Meta Platforms Inc Class A
+2.91%
+$26,136 
IBM International Business Machines Corporation
+2.71%
+$4,798.21 
TSCO Tractor Supply Company
+2.55%
+$8,342.65 
MSFT Microsoft Corp.
+2.27%
+$112,163.7 
WMT Walmart Inc.
+2.27%
+$6,128.46 
SATL Satellogic Inc.
+2.19%
+$3,328.71 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$3,578.4 
LLY Eli Lilly and Company
+2.04%
+$12,121.83 
UPS United Parcel Service, Inc.
+2.01%
+$4,763.16 
ABBV AbbVie Inc.
+1.73%
+$11,544 
PM Philip Morris International Inc.
+1.7%
+$8,210.17 
MAR Marriott International Inc. - Class A
+1.64%
+$3,759.4 
COST Costco Wholesale Corporation
+1.58%
+$13,049.4 
DHR Danaher Corporation
+1.5%
+$3,474.2 
PGR Progressive Corporation
+1.4%
+$2,839.36 
UNH UnitedHealth Group Incorporated
+1.32%
+$3,505.49 
AMGN Amgen Inc.
+1.18%
+$6,092.04 
KO The Coca-Cola Company
+1.1%
+$8,268.28 
V Visa Inc. Class A
+1.05%
+$12,043.49 
HD The Home Depot, Inc.
+1%
+$4,891.49 
SCHY Schwab International Dividend Equity ETF
+0.87%
+$11,426.5 
BKNG Booking Holdings Inc.
+0.86%
+$2,035.5 
ABEV Ambev S.A.
+0.83%
+$379.12 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$10,854.69 
MA Mastercard Incorporated
+0.61%
+$2,186.72 
JNJ Johnson & Johnson
+0.58%
+$2,440.37 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.55%
+$32,897.55 
AAPL Apple Inc.
+0.54%
+$50,623.27 
PG Procter & Gamble Co
+0.52%
+$1,695.73 
EXPD Expeditors International of Washington, Inc.
+0.47%
+$1,537.9 
MRK Merck & Co., Inc.
+0.44%
+$1,087.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$3,835.89 
SBUX Starbucks Corporation
+0.35%
+$1,741.9 
FAST Fastenal Co.
+0.21%
+$444.36 
JSI Janus Henderson Securitized Income ETF
+0.11%
+$1,697.3 
JBBB Janus Henderson B-BBB CLO ETF
+0.06%
+$652.83 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.02%
+$214.89 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$2,483.18 
SKYT SkyWater Technology, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
COHU Cohu Inc.
-12.21%
-$40,969.66 
GEV GE Vernova Inc.
-8.66%
-$37,305.01 
LRCX Lam Research Corporation
-7.91%
-$21,806.4 
ETN Eaton Corporation plc
-7.5%
-$32,314.7 
FN Fabrinet
-7.02%
-$36,021.44 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$24,649.47 
AMAT Applied Materials, Inc.
-6.73%
-$18,837.48 
KLAC KLA Corporation
-6.58%
-$11,190.96 
BAC Bank of America Corporation
-5.3%
-$13,755.52 
INTC Intel Corporation
-5.3%
-$27,885.96 
DELL Dell Technologies Inc.
-5.04%
-$27,580.02 
VST Vistra Corp
-4.99%
-$95,900.22 
AVGO Broadcom Inc.
-4.79%
-$94,203.43 
MU Micron Technology, Inc.
-4.76%
-$61,393.49 
SNDK SanDisk Corporation
-4.42%
-$7,573.65 
CAT Caterpillar Inc.
-4.15%
-$13,460.04 
GS The Goldman Sachs Group, Inc.
-3.97%
-$9,731.83 
AMD Advanced Micro Devices, Inc.
-3.9%
-$26,477.53 
WDC Western Digital Corporation
-3.59%
-$7,364.65 
MS Morgan Stanley
-3.4%
-$15,345.45 
PKE Park Aerospace Corp
-2.9%
-$23,342.24 
NVDA NVIDIA Corporation
-2.85%
-$183,716.34 
SNX TD Synnex Corporation
-2.83%
-$7,673.34 
HYLN Hyliion Holdings Corp.
-2.69%
-$4,854.26 
LUNR Intuitive Machines, Inc.
-2.68%
-$3,750.28 
VLO Valero Energy Corporation
-2.24%
-$7,590.59 
STX Seagate Technology Holdings plc
-2.23%
-$5,005.79 
AMPX Amprius Technologies Inc.
-2.23%
-$3,701.88 
SILC Silicom Ltd.
-2.06%
-$7,843.92 
GE General Electric Company
-1.98%
-$11,568.84 
TXN Texas Instruments Inc
-1.96%
-$5,664.9 
WFC Wells Fargo & Company
-1.94%
-$11,980.5 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$18,560.08 
JPM JPMorgan Chase & Co.
-1.72%
-$24,492.5 
IMCC Im Cannabis Corp.
-1.71%
-$14.15 
CSCO Cisco Systems, Inc.
-1.65%
-$21,920.65 
KRYS Krystal Biotech Inc.
-1.52%
-$6,429.16 
ETR Entergy Corporation
-1.48%
-$2,990.52 
C Citigroup Inc.
-1.47%
-$3,051.85 
IDMO Invesco S&P International Developed Momentum ETF
-1.41%
-$131,576.49 
TSLA Tesla, Inc.
-1.4%
-$9,164.8 
U Unity Software Inc.
-1.39%
-$80,703.61 
SAN Banco Santander S.A. Sponsored ADR
-1.34%
-$2,220.6 
RTX RTX Corporation
-1.32%
-$7,351.69 
REI Ring Energy Inc.
-1.31%
-$346 
BLK BlackRock, Inc.
-1.28%
-$4,176.66 
ARLP Alliance Resource Partners, L.P.
-1.23%
-$18,200 
AMZN Amazon.com Inc
-1.22%
-$29,516 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$2,979.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$6,580.86 
HSBC HSBC Holdings plc Sponsored ADR
-1.12%
-$2,885.1 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$2,484.95 
CVX Chevron Corporation
-0.94%
-$5,318.45 
SCHV Schwab U.S. Large-Cap Value ETF
-0.91%
-$10,198.75 
XOM Exxon Mobil Corporation
-0.85%
-$5,691.4 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$3,095.04 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$4,260.6 
FNDF Schwab Fundamental International Large Company Index ETF
-0.78%
-$2,441.66 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$2,055.51 
COP ConocoPhillips
-0.66%
-$2,073.91 
IWY iShares Russell Top 200 Growth ETF
-0.64%
-$127,329.96 
JABS Janus Henderson Asset-Backed Securities ETF
-0.59%
-$13,038.41 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$2,299.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$2,965.27 
RDVY First Trust Rising Dividend Achievers ETF
-0.53%
-$2,737.81 
IOO iShares Global 100 ETF
-0.52%
-$9,261 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$1,048.67 
VTV Vanguard Value ETF
-0.46%
-$3,967.56 
VO Vanguard Mid-Cap ETF
-0.43%
-$32,019.05 
MGV Vanguard Mega Cap Value ETF
-0.42%
-$28,058.29 
VEMY Virtus Stone Harbor Emerging Markets High Yield Bond ETF
-0.4%
-$1,590.69 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$918.47 
VOO Vanguard S&P 500 ETF
-0.34%
-$1,026.6 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,014.31 
VB Vanguard Small-Cap ETF
-0.32%
-$1,042.54 
EFV iShares MSCI EAFE Value ETF
-0.24%
-$7,820.6 
PKG Packaging Corporation of America
-0.23%
-$737.54 
JIII Janus Henderson Income ETF
-0.17%
-$1,090.16 
CFG Citizens Financial Group, Inc.
-0.16%
-$524.17 
SCYB Schwab High Yield Bond ETF
-0.12%
-$1,089.87 
BNDX Vanguard Total International Bond ETF
-0.09%
-$3,406.04 
FLMI Franklin Dynamic Municipal Bond ETF
-0.08%
-$757.14 
LMBS First Trust Low Duration Opportunities ETF
-0.06%
-$1,982.25 
SUB iShares Short-Term National Muni Bond ETF
-0.06%
-$152.7 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1,473.56 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$1,160.57 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.04%
-$586.24 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.02%
-$83.49 Events
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Dividends
Dividend Analysis
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| Trades 587 | Longs Won 371/587 63% | Profit Factor 6.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $228,266.81 |
| Average Win $75,097.63 | Best Trade (Aug 14) $3.66M | Sharpe Ratio -12.59 |
| Average Loss -$21,017.09 | Worst Trade (Sep 14) -$316,269.33 | Z-Score 6.35 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 1d | Expectancy $39,730.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 28,281 | $7.18M | $9.45M | - | $2.27M | 31.54% | +0.539% |
| ABBV AbbVie Inc. | 2,600 | $575,049.13 | $680,056 | - | $105,006.87 | 18.26% | +1.727% |
| ABEV Ambev S.A. | 15,165 | $47,618 | $46,177.42 | - | -$1,440.58 | -3.03% | +0.828% |
| AMAT Applied Materials, Inc. | 613 | $443,199 | $260,990.88 | - | -$182,208.12 | -41.11% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 1,315 | $763,897 | $652,233.42 | - | -$111,663.58 | -14.62% | -3.901% |
| AMGN Amgen Inc. | 1,369 | $371,488 | $522,684.2 | - | $151,196.2 | 40.7% | +1.179% |
| AMPX Amprius Technologies Inc. | 17,628 | $316,406.16 | $162,706.44 | - | -$153,699.72 | -48.58% | -2.225% |
| AMZN Amazon.com Inc | 9,400 | $2.1M | $2.38M | - | $284,671.89 | 13.56% | -1.223% |
| ARLP Alliance Resource Partners, L.P. | 56,000 | $1.51M | $1.47M | - | -$39,494.17 | -2.62% | -1.225% |
| ASML ASML Holding N.V. New York Registry Shares | 209 | $310,152.45 | $330,295.24 | - | $20,142.79 | 6.49% | -6.945% |
| AVGO Broadcom Inc. | 5,439 | $1.4M | $1.87M | - | $469,771.31 | 33.44% | -4.785% |
| AZN AstraZeneca PLC American Depositary Shares | 1,065 | $201,945 | $174,159.45 | - | -$27,785.55 | -13.76% | +2.098% |
| BAC Bank of America Corporation | 4,137 | $235,726 | $245,593 | - | $9,867 | 4.19% | -5.304% |
| BKNG Booking Holdings Inc. | 1,357 | $241,872 | $238,044.94 | - | -$3,827.06 | -1.58% | +0.862% |
| BLK BlackRock, Inc. | 302 | $319,097.38 | $321,877.64 | - | $2,780.26 | 0.87% | -1.281% |
| BNDX Vanguard Total International Bond ETF | 85,151 | $4.09M | $4M | - | -$93,666.2 | -2.29% | -0.085% |
| BRK-B Berkshire Hathaway Inc. | 2,024 | $972,779.72 | $1.01M | - | $41,649.08 | 4.28% | -1.797% |
| C Citigroup Inc. | 1,496 | $209,374 | $204,622.88 | - | -$4,751.12 | -2.27% | -1.47% |
| CAT Caterpillar Inc. | 396 | $305,144.03 | $310,693.68 | - | $5,549.65 | 1.82% | -4.152% |
| CFG Citizens Financial Group, Inc. | 4,558 | $271,620.88 | $320,723.67 | - | $49,102.79 | 18.08% | -0.163% |
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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 - $2.46M, Janus Henderson AAA CLO ETF - $1.09M, Janus Henderson Short Duration Income ETF - $947,971.86, iShares Global 100 ETF - $572,496.18, and SPDR Bloomberg Short Term High Yield Bond ETF - $425,861.55. 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: Adobe Inc - $136,636.42, Intuitive Surgical, Inc - $80,611.26, Tecogen Inc - $54,342.37, Expedia Group, Inc - $37,033.19, and Canadian Natural Resources Limited - $32,349.69. 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 $6.54M earned over time. The largest contributors to dividend income include Janus Henderson AAA CLO ETF - $1.11M, Janus Henderson Short Duration Income ETF - $932,590.61, Schwab U.S. Dividend Equity ETF - $873,869.81, SPDR Bloomberg Short Term High Yield Bond ETF - $434,537.38, and Janus Henderson Securitized Income ETF - $391,356.63. 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.
