HRL

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

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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.

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.

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:

34.45%

Gain +0.85%

Monthly

0.97%

Yearly

12.24%

Drawdown

13.49%

$166.47M

Equity

Holdings

$166.47M

Investment

$106.66M

$67.86M

Profit +$1.75M

Realized

$8.05M

Unrealized

$59.82M

Dividends

$6.69M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.85%

Profit

$1.75M

Win %

79%

This Week

Compared To Last Week

Gain

1.05%

Profit

$1.73M

Win %

79%

This Month

Compared to last month

Gain

-0.43%

Profit

-$725,031.16

Win %

79%

This Year

Compared to last year

Gain

5.68%

Profit

$9.29M

Win %

79%

Gainers
Losers

PLTR Palantir Technologies Inc.

+4.84%

+$28,024

BTC Grayscale Bitcoin Mini Trust ETF

+4.62%

+$34,316.1

GBTC Grayscale Bitcoin Trust ETF

+4.62%

+$15,155.16

IBIT iShares Bitcoin Trust

+4.58%

+$160,244.6

NVDA NVIDIA Corporation

+3.24%

+$12,964.4

GOOGL Alphabet Inc

+2.8%

+$57,201.22

EEM iShares MSCI Emerging Markets ETF

+2.72%

+$110,484.13

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+2.7%

+$1.23M

IAU iShares Gold Trust

+2.68%

+$6,879.4

VUG Vanguard Growth ETF

+2.62%

+$11,158.92

GOOG Alphabet Inc

+2.6%

+$23,735.52

VONG Vanguard Russell 1000 Growth Fund

+2.22%

+$9,018.75

MSFT Microsoft Corp.

+2.02%

+$22,324.07

AAPL Apple Inc.

+1.78%

+$71,397.7

DIS The Walt Disney Company

+1.73%

+$8,598.1

IWP iShares Russell Mid-Cap Growth ETF

+1.69%

+$4,718.74

IWO iShares Russell 2000 Growth ETF

+1.46%

+$100,488.12

BRK-B Berkshire Hathaway Inc.

+1.25%

+$37,687.24

IJK iShares S&P Mid-Cap 400 Growth ETF

+1.03%

+$29,025.76

GRMN Garmin Ltd.

+0.95%

+$2,504.07

IWS iShares Russell Mid-Cap Value ETF

+0.78%

+$2,124.42

IVE ISHARES S&P 500 VALUE ETF

+0.55%

+$229,348.25

EFG iShares MSCI EAFE Growth ETF

+0.3%

+$8,648.62

IBDV iShares iBonds Dec 2030 Term Corporate ETF

+0.16%

+$1,214.71

IBDW iShares iBonds Dec 2031 Term Corporate ETF

+0.16%

+$578.27

IBDX iShares iBonds Dec 2032 Term Corporate ETF

+0.15%

+$312.27

JPM JPMorgan Chase & Co.

+0.14%

+$834.24

IBDS iShares iBonds Dec 2027 Term Corporate ETF

+0.08%

+$2,735.16

IBDU iShares iBonds Dec 2029 Term Corporate ETF

+0.07%

+$450.21

IBDR iShares iBonds Dec 2026 Term Corporate ETF

+0.04%

+$1,527.29

IBDT iShares iBonds Dec 2028 Term Corporate ETF

+0.04%

+$762.01

IYE iShares U.S. Energy ETF

-3.57%

-$59,984.88

PRTA Prothena Corporation plc

-2.43%

-$3,854.89

EFV iShares MSCI EAFE Value ETF

-2.43%

-$101,021.99

IBM International Business Machines Corporation

-1.91%

-$4,489.34

AON Aon plc

-1.62%

-$14,447.95

IYR iShares U.S. Real Estate ETF

-1.36%

-$22,771.5

REET iShares Global REIT ETF

-1.31%

-$17,612.35

IEFA iShares Core MSCI EAFE ETF

-0.95%

-$2,512.34

SCZ iShares MSCI EAFE Small-Cap ETF

-0.76%

-$23,294.28

IWN iShares Russell 2000 Value ETF

-0.48%

-$38,450.88

IJJ iShares S&P Mid-Cap 400 Value ETF

-0.33%

-$26,180.21

COST Costco Wholesale Corporation

-0.11%

-$652.29

AZO AutoZone Inc.

-0.07%

-$152.6

Events

Dividends

Dividend Analysis

No Data

Trades 466	Longs Won 377/466 80%	Profit Factor 34.19
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.19M
Average Win $185,435.43	Best Trade (Jun 15) $23.84M	Sharpe Ratio -13.02
Average Loss -$22,972.04	Worst Trade (Jun 15) -$706,905.37	Z-Score 8.64 (100%)
Commissions $0	Avg. Trade Length 1y 7m 1w	Expectancy $145,632.29

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%	2.74%
Consecutive Losing Trades	7,246	6,522	5,797	5,072	4,348	3,623	2,899	2,174	1,449	725