Hannah Rae Leone Portfolio
Invests via Foundation Wealth Management LLC | Managed by Hannah Rae Leone
Invests via Foundation Wealth Management LLC
Managed by Hannah Rae Leone
Automatically Tracked
Hannah Rae Leone Profile
Hannah Rae Leone has established herself as a formidable entrepreneur and leader in the health and wellness sector. With a strong background in consumer products, she co-founded an innovative brand focused on sustainable living and personal well-being. Her experience spans product development to market strategy execution, where she has successfully scaled operations while fostering partnerships with key industry players. As a proactive advocate for environmental sustainability, her ventures reflect a commitment to both profitability and positive impact. With demonstrated success navigating the dynamics of growing startups, Leone's approach uniquely positions her at the forefront of contemporary entrepreneurial movements.
Hannah Rae Leone has established herself as a formidable entrepreneur and leader in the health and wellness sector. With a strong background in consumer products, she co-founded an innovative brand focused on sustainable living and personal well-being. Her experience spans product development to market strategy execution, where she has successfully scaled operations while fostering partnerships with key industry players. As a proactive advocate for environmental sustainability, her ventures reflect a commitment to both profitability and positive impact. With demonstrated success navigating the dynamics of growing startups, Leone's approach uniquely positions her at the forefront of contemporary entrepreneurial movements.
Investment Philosophy & Strategy
Innovation serves as a cornerstone of Hannah Rae Leone's approach to investment, particularly within the health and wellness industry. Her entrepreneurial spirit is evident in her commitment to developing groundbreaking consumer products that prioritize sustainable living. By leveraging her deep understanding of market dynamics, she strategically identifies opportunities that not only yield growth but also contribute positively to societal well-being. Each venture embodies her vision for marrying profitability with purpose, ensuring that every decision is rooted in enhancing both brand value and environmental responsibility. This forward-thinking mindset positions her as a key player at the intersection of business impact and ethical considerations.
Innovation serves as a cornerstone of Hannah Rae Leone's approach to investment, particularly within the health and wellness industry. Her entrepreneurial spirit is evident in her commitment to developing groundbreaking consumer products that prioritize sustainable living. By leveraging her deep understanding of market dynamics, she strategically identifies opportunities that not only yield growth but also contribute positively to societal well-being. Each venture embodies her vision for marrying profitability with purpose, ensuring that every decision is rooted in enhancing both brand value and environmental responsibility. This forward-thinking mindset positions her as a key player at the intersection of business impact and ethical considerations.
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:
63.94%
Gain -0.99%
Monthly
1.29%
Yearly
16.66%
Drawdown
16.91%
$173.43M
Equity
Holdings
$173.43M
Investment
$111.82M
$71.05M
Profit -$1.46M
Realized
$9.44M
Unrealized
$61.61M
Dividends
$7.34M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.99%
Profit
-$1.46M
Win %
72%
This Week
Compared To Last Week
Gain
0.57%
Profit
$978,432.9
Win %
72%
This Month
Compared to last month
Gain
0.31%
Profit
$529,675.45
Win %
72%
This Year
Compared to last year
Gain
2.42%
Profit
$4.1M
Win %
75%
PLTR Palantir Technologies Inc.
+2.79%
+$23,839.15 
DDOG Datadog, Inc. Class A Common Stock
+2.44%
+$6,025 
IBM International Business Machines Corporation
+1.8%
+$3,448.64 
IYE iShares U.S. Energy ETF
+1.46%
+$24,257.3 
META Meta Platforms Inc Class A
+1.35%
+$3,787.54 
BRK-B Berkshire Hathaway Inc.
+1%
+$31,058.22 
ABBV AbbVie Inc.
+0.71%
+$2,107.51 
DIS The Walt Disney Company
+0.48%
+$2,460.15 
GRMN Garmin Ltd.
+0.17%
+$531.84 
JPM JPMorgan Chase & Co.
+0.08%
+$473.98 
MSFT Microsoft Corp.
+0.06%
+$817.15 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$1,515.21 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
AZO AutoZone Inc.
-3.06%
-$6,201.3 
SNDK SanDisk Corporation
-2.82%
-$10,640 
GOOGL Alphabet Inc
-2.75%
-$57,177.54 
GOOG Alphabet Inc
-2.69%
-$26,133.33 
AMD Advanced Micro Devices, Inc.
-2.3%
-$10,127.79 
IBIT iShares Bitcoin Trust
-2.23%
-$118,303.15 
GBTC Grayscale Bitcoin Trust ETF
-2.21%
-$9,771.09 
PRTA Prothena Corporation plc
-2.05%
-$3,539.42 
MU Micron Technology, Inc.
-1.93%
-$21,160.03 
EEM iShares MSCI Emerging Markets ETF
-1.82%
-$70,734.31 
IWO iShares Russell 2000 Growth ETF
-1.65%
-$107,019.78 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.49%
-$59,459.97 
IEFA iShares Core MSCI EAFE ETF
-1.39%
-$3,781.05 
EFG iShares MSCI EAFE Growth ETF
-1.36%
-$36,302.46 
NVDA NVIDIA Corporation
-1.28%
-$7,533.03 
EFV iShares MSCI EAFE Value ETF
-1.2%
-$47,589.75 
VONG Vanguard Russell 1000 Growth Fund
-1.06%
-$3,547.28 
IWN iShares Russell 2000 Value ETF
-1.02%
-$78,539.16 
VUG Vanguard Growth ETF
-0.9%
-$2,049.18 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.84%
-$407,738.54 
HLAL Wahed FTSE USA Shariah ETF
-0.72%
-$1,857.38 
REET iShares Global REIT ETF
-0.72%
-$7,907.61 
IYR iShares U.S. Real Estate ETF
-0.65%
-$9,728.64 
AAPL Apple Inc.
-0.65%
-$28,705.6 
IWP iShares Russell Mid-Cap Growth ETF
-0.64%
-$1,763.07 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.64%
-$1,647.81 
GEV GE Vernova Inc.
-0.54%
-$2,784.62 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.49%
-$2,047.9 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.46%
-$12,839.98 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.4%
-$3,428.99 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.31%
-$2,254.91 
IWS iShares Russell Mid-Cap Value ETF
-0.26%
-$613.27 
IVE ISHARES S&P 500 VALUE ETF
-0.24%
-$103,260.08 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.21%
-$17,049 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.18%
-$3,520.44 
AON Aon plc
-0.16%
-$889.66 
COST Costco Wholesale Corporation
-0.15%
-$778.12 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.04%
-$1,413.13 Events
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Dividends
Dividend Analysis
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| Trades 511 | Longs Won 411/511 80% | Profit Factor 39.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.18M |
| Average Win $177,308.27 | Best Trade (Sep 22) $25.17M | Sharpe Ratio -10.24 |
| Average Loss -$18,248.19 | Worst Trade (Aug 02) -$733,158.17 | Z-Score 5.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 2d | Expectancy $139,038.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.65% |
| Consecutive Losing Trades | 9,524 | 8,571 | 7,619 | 6,667 | 5,714 | 4,762 | 3,810 | 2,857 | 1,905 | 952 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,048 | $1.7M | $4.4M | - | $2.71M | 159.37% | -0.648% |
| ABBV AbbVie Inc. | 1,124 | $282,800 | $300,203.54 | - | $17,403.54 | 6.15% | +0.707% |
| AMD Advanced Micro Devices, Inc. | 707 | $410,703 | $430,877.61 | - | $20,174.61 | 4.91% | -2.297% |
| AON Aon plc | 1,934 | $689,371.78 | $552,427.76 | - | -$136,944.02 | -19.87% | -0.161% |
| AZO AutoZone Inc. | 70 | $172,632.6 | $196,429.8 | - | $23,797.2 | 13.78% | -3.06% |
| BRK-B Berkshire Hathaway Inc. | 6,138 | $1.91M | $3.12M | - | $1.22M | 63.75% | +1.005% |
| BTC Grayscale Bitcoin Mini Trust ETF | 38,858 | $1.35M | $1.08M | - | -$265,662.37 | -19.73% | 0.0 |
| COST Costco Wholesale Corporation | 594 | $272,109.31 | $533,471.4 | - | $261,362.09 | 96.05% | -0.146% |
| DDOG Datadog, Inc. Class A Common Stock | 1,000 | $260,360 | $253,500 | - | -$6,860 | -2.63% | +2.435% |
| DIS The Walt Disney Company | 4,970 | $532,551.13 | $518,445.55 | - | -$14,105.58 | -2.65% | +0.477% |
| EEM iShares MSCI Emerging Markets ETF | 56,362 | $2.16M | $3.82M | - | $1.67M | 77.4% | -1.816% |
| EFG iShares MSCI EAFE Growth ETF | 21,738 | $1.83M | $2.62M | - | $796,069.08 | 43.56% | -1.365% |
| EFV iShares MSCI EAFE Value ETF | 48,810 | $2.26M | $3.93M | - | $1.67M | 73.93% | -1.198% |
| GBTC Grayscale Bitcoin Trust ETF | 6,647 | $419,891 | $433,118.52 | - | $13,227.52 | 3.15% | -2.206% |
| GEV GE Vernova Inc. | 546 | $641,475 | $516,068.28 | - | -$125,406.72 | -19.55% | -0.537% |
| GOOG Alphabet Inc | 2,801 | $318,264.67 | $946,962.08 | - | $628,697.41 | 197.54% | -2.686% |
| GOOGL Alphabet Inc | 5,919 | $604,263.3 | $2.02M | - | $1.42M | 234.51% | -2.751% |
| GRMN Garmin Ltd. | 1,108 | $111,819.38 | $315,946.2 | - | $204,126.82 | 182.55% | +0.169% |
| HLAL Wahed FTSE USA Shariah ETF | 3,390 | $242,027 | $254,182.2 | - | $12,155.2 | 5.02% | -0.725% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 151,521 | $3.54M | $3.67M | - | $129,992.62 | 3.67% | +0.041% |
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FAQ
Which stocks have generated the highest profits for Hannah Rae Leone?
The largest contributions to the portfolio's profits come from the following stocks: ISHARES S&P 500 GROWTH ETF (3IS8) - $3.75M, ISHARES S&P 500 VALUE ETF - $2.34M, iShares MSCI EAFE Value ETF - $1.02M, Apple Inc - $956,138.04, and iShares Russell 2000 Growth ETF - $727,113.99. 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: Pfizer Inc - $140,417.92, Prothena Corporation plc - $79,637, Merck & Co., Inc - $65,509.79, Grayscale Bitcoin Mini Trust ETF - $62,340.84, and Philip Morris International Inc - $34,028. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Hannah Rae Leone's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.34M earned over time. The largest contributors to dividend income include ISHARES S&P 500 VALUE ETF - $1.9M, ISHARES S&P 500 GROWTH ETF (3IS8) - $696,569.14, iShares MSCI EAFE Value ETF - $603,545.54, iShares iBonds Dec 2026 Term Corporate ETF - $523,138.47, and iShares iBonds Dec 2027 Term Corporate ETF - $452,323.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hannah Rae Leone's monthly returns?
Hannah Rae Leone'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 Hannah Rae Leone's strategy be considered aggressive or moderate?
Hannah Rae Leone's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Hannah Rae Leone's strategy?
Hannah Rae Leone'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.
