AH
Ashley Howard Portfolio
Invests via Camarda Financial Advisors LLC | Managed by Ashley Howard
Invests via Camarda Financial Advisors LLC
Managed by Ashley Howard
Automatically Tracked
Ashley Howard Profile
Ashley Howard is a distinguished entrepreneur and market strategist known for building innovative business ventures that resonate in today's fast-paced economy. With a robust track record in launching successful startups, she has harnessed her leadership skills to drive operational excellence and product development across multiple sectors. Ashley's deep understanding of market dynamics positions her as an influential figure within the entrepreneurial ecosystem, where she connects ideas with investment opportunities. Her unique perspective fosters collaboration between emerging technologies and traditional industries, thereby facilitating strategic partnerships that enhance competitive advantages.
Ashley Howard is a distinguished entrepreneur and market strategist known for building innovative business ventures that resonate in today's fast-paced economy. With a robust track record in launching successful startups, she has harnessed her leadership skills to drive operational excellence and product development across multiple sectors. Ashley's deep understanding of market dynamics positions her as an influential figure within the entrepreneurial ecosystem, where she connects ideas with investment opportunities. Her unique perspective fosters collaboration between emerging technologies and traditional industries, thereby facilitating strategic partnerships that enhance competitive advantages.
Investment Philosophy & Strategy
Innovation thrives in the landscape shaped by Ashley Howard, whose entrepreneurial endeavors exemplify a forward-thinking mindset. Her strategic focus on identifying disruptive technologies allows for targeted investments that harness future trends. Capitalizing on market insights, she adeptly navigates competitive environments to unlock value within startups and established businesses alike. By fostering partnerships between emerging ventures and traditional sectors, her approach not only accelerates growth but also promotes sustainable development practices. As a trailblazer in entrepreneurship, she continues to inspire collaboration that drives transformative change across industries.
Innovation thrives in the landscape shaped by Ashley Howard, whose entrepreneurial endeavors exemplify a forward-thinking mindset. Her strategic focus on identifying disruptive technologies allows for targeted investments that harness future trends. Capitalizing on market insights, she adeptly navigates competitive environments to unlock value within startups and established businesses alike. By fostering partnerships between emerging ventures and traditional sectors, her approach not only accelerates growth but also promotes sustainable development practices. As a trailblazer in entrepreneurship, she continues to inspire collaboration that drives transformative change across industries.
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:
73.39%
Gain -0.12%
Monthly
0.59%
Yearly
7.31%
Drawdown
17.63%
$206.15M
Equity
Holdings
$206.15M
Investment
$164.63M
$140.13M
Profit -$314,357.06
Realized
$98.61M
Unrealized
$41.52M
Dividends
$48.78M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$314,357.06
Win %
62%
This Week
Compared To Last Week
Gain
-1.72%
Profit
-$3.6M
Win %
62%
This Month
Compared to last month
Gain
-5.6%
Profit
-$12.22M
Win %
62%
This Year
Compared to last year
Gain
8.57%
Profit
$16.26M
Win %
66%
SCLZ
SCLZ
+5.27%
+$64,643.58 
FANG Diamondback Energy Inc.
+4.59%
+$105,559.2 
OXY Occidental Petroleum Corp.
+3.07%
+$35,074.56 
MBSX Regan Fixed Rate MBS ETF
+3%
+$50,825.76 
JBL Jabil Inc.
+2.71%
+$75,945.34 
XLE State Street Energy Select Sector SPDR ETF
+2.53%
+$67,580.91 
OKE ONEOK, Inc.
+2.34%
+$71,634.2 
XOM ExxonMobil Holdings Corporation
+2.25%
+$11,988.79 
AMAT Applied Materials Inc.
+1.21%
+$34,115.97 
FCX Freeport-McMoRan Inc.
+1.19%
+$33,985.49 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.14%
+$3,455.51 
GLW Corning Incorporated
+0.99%
+$43,577.67 
ASML ASML Holding N.V. NY Registered Shares
+0.89%
+$14,072.35 
ARM Arm Holdings plc ADR
+0.71%
+$29,304.79 
MSFT Microsoft Corporation Common Stock
+0.66%
+$33,325.25 
SNDK Sandisk Corp.
+0.65%
+$36,294.66 
AVGO Broadcom Inc.
+0.43%
+$17,979.03 
LRCX Lam Research Corp.
+0.43%
+$29,417.29 
IBM International Business Machines Corporation
+0.42%
+$3,262.68 
EEM iShares MSCI Emerging Markets ETF
+0.37%
+$12,280.39 
MBSF Regan Floating Rate MBS ETF
+0.31%
+$9,565.84 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$7,880.35 
QQQI NEOS Nasdaq-100 High Income ETF
+0.21%
+$767.58 
PTNQ Pacer Trendpilot 100 ETF
+0.19%
+$1,268.83 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.15%
+$475.93 
MUB iShares National Muni Bond ETF
+0.09%
+$750.6 
CARY Angel Oak Income ETF
+0.07%
+$1,954.42 
SHYM iShares Short Duration High Yield Muni Active ETF
+0.07%
+$229.5 
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF
+0.06%
+$827.34 
TBIL F/m US Treasury 3 Month Bill Fund
+0.04%
+$104.15 
UYLD Angel Oak UltraShort Income ETF
+0.02%
+$286.38 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$566 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$128.99 
ODFL Old Dominion Freight Line, Inc.
-3.9%
-$52,988.91 
CL Colgate-Palmolive Co.
-3.63%
-$11,158.08 
HD The Home Depot, Inc.
-3%
-$8,209.53 
ROST Ross Stores Inc.
-2.93%
-$94,356.24 
LLY Eli Lilly and Company
-2.9%
-$15,413.09 
PG The Procter & Gamble Company
-2.64%
-$11,130.39 
PEP PepsiCo, Inc.
-2.54%
-$6,024.23 
WDC Western Digital Corp.
-2.39%
-$120,104.6 
CAT Caterpillar Inc.
-2.37%
-$43,399.27 
AFL Aflac Incorporated
-2.15%
-$5,562.35 
IRMD iRadimed Corporation
-2%
-$50,732.5 
RTX RTX Corporation
-1.66%
-$19,683.62 
JNJ Johnson & Johnson
-1.56%
-$60,990.27 
GDXJ VanEck Junior Gold Miners ETF
-1.54%
-$29,195.4 
GDX VanEck Gold Miners ETF
-1.51%
-$40,512.94 
JPM JPMorgan Chase & Co.
-1.47%
-$11,033.57 PCMM
PCMM
-1.34%
-$21,014.53 
MAR Marriott International, Inc. Class A Common Stock
-1.17%
-$30,028.98 
ON ON Semiconductor Corporation
-1.14%
-$19,781.99 
GPZ VanEck Alternative Asset Manager ETF
-1.13%
-$10,270 
GS The Goldman Sachs Group, Inc.
-1.13%
-$40,210.01 
B BARRICK MINING CORP Common Stock (ABR0)
-0.88%
-$26,308.52 
OUNZ VanEck Merk Gold Trust
-0.79%
-$24,553.42 
AVDV Avantis International Small Cap Value ETF
-0.78%
-$6,183.62 
AVLV Avantis U.S. Large Cap Value ETF
-0.68%
-$11,043.84 
TTWO Take-Two Interactive Software, Inc.
-0.66%
-$14,905.38 
PFFR InfraCap REIT Preferred ETF
-0.64%
-$2,303.07 
VTV Vanguard Morningstar Value ETF
-0.63%
-$15,973.58 
AVDE Avantis International Equity Fund Institutional Class
-0.61%
-$4,495.7 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.57%
-$6,750.03 
AAPL Apple Inc.
-0.55%
-$44,544.5 
GOOGL Alphabet Inc
-0.55%
-$39,073.91 
AMZN Amazon.com Inc
-0.54%
-$21,535.2 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$5,447.52 
ACWF iShares Edge MSCI Multifactor Global ETF
-0.54%
-$12,061.12 
META Meta Platforms Inc Class A
-0.53%
-$15,171.09 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.52%
-$1,707.74 
HIPS GraniteShares HIPS US High Income ETF
-0.47%
-$4,313.66 
GOOG Alphabet Inc
-0.44%
-$1,265.59 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.41%
-$1,516.2 
PTLC Pacer Trendpilot US Large Cap ETF
-0.39%
-$5,530.02 
KLAC KLA Corporation
-0.39%
-$14,094 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$3,610.46 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.34%
-$907.9 
TLT iShares 20+ Year Treasury Bond ETF
-0.32%
-$10,675.86 
SPYI NEOS S&P 500 High Income ETF
-0.31%
-$2,213.14 
IJS iShares S&P Small-Cap 600 Value ETF
-0.31%
-$10,324.62 
IWM iShares Russell 2000 ETF
-0.3%
-$10,112.04 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.28%
-$1,920.94 
HEGD Swan Hedged Equity US Large Cap ETF
-0.28%
-$3,914.22 
TLH iShares 10-20 Year Treasury Bond ETF
-0.27%
-$1,541.54 
KORP American Century Diversified Corporate Bond ETF
-0.27%
-$2,383.68 
VUG Vanguard Morningstar Growth ETF
-0.26%
-$6,504.3 
IVW iShares S&P 500 Growth ETF
-0.25%
-$9,029.38 
PSK State Street SPDR ICE Preferred Securities ETF
-0.23%
-$885.37 
AOK iShares Core 30/70 Conservative Allocation ETF
-0.21%
-$1,521.41 
AVUV Avantis U.S. Small Cap Value ETF
-0.18%
-$1,620.96 
NVDA NVIDIA Corporation
-0.17%
-$4,883.76 
GD General Dynamics Corp.
-0.16%
-$4,975.48 
PGX Invesco Preferred ETF
-0.15%
-$371.87 
PSQ ProShares Short QQQ
-0.13%
-$3,035.27 
PSFD Pacer Swan SOS Flex (January) ETF
-0.12%
-$3,524.9 
BNDI NEOS Enhanced Income Aggregate Bond ETF
-0.12%
-$1,631.58 
PFF iShares Preferred and Income Securities ETF
-0.12%
-$296.17 
IEF iShares 7-10 Year Treasury Bond ETF
-0.1%
-$1,164.8 
IEI iShares 3-7 Year Treasury Bond ETF
-0.08%
-$658.04 
FLRT Pacer Aristotle Pacific Floating Rate High Income ETF
-0.07%
-$492 
XEMD BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF
-0.06%
-$701.77 
LJAN Innovator Premium Income 15 Buffer ETF - January
-0.04%
-$743.07 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$358.66 SCCR
SCCR
-0.02%
-$239.1 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6462 | Longs Won 3782/6462 58% | Profit Factor 2.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $202,615.66 |
| Average Win $64,533.42 | Best Trade (Jun 30) $5.1M | Sharpe Ratio -17.1 |
| Average Loss -$38,783.14 | Worst Trade (Mar 30) -$1.81M | Z-Score -23.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 1d | Expectancy $21,684.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,319 | 4,787 | 4,255 | 3,723 | 3,191 | 2,660 | 2,128 | 1,596 | 1,064 | 532 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,140 | $4.45M | $8.01M | - | $3.56M | 80.01% | -0.553% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 37,691 | $1.32M | $2.24M | - | $925,932.18 | 70.34% | -0.535% |
| AFL Aflac Incorporated | 2,099 | $234,458.39 | $253,181.38 | - | $18,722.99 | 7.99% | -2.15% |
| AMAT Applied Materials Inc. | 7,498 | $2.56M | $2.85M | - | $287,413.74 | 11.21% | +1.211% |
| AMZN Amazon.com Inc | 15,952 | $2.18M | $3.97M | - | $1.79M | 82.35% | -0.539% |
| AOK iShares Core 30/70 Conservative Allocation ETF | 17,899 | $638,457.79 | $725,177.98 | - | $86,720.19 | 13.58% | -0.209% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 9,851 | $525,040.91 | $671,493.41 | - | $146,452.5 | 27.89% | -0.285% |
| ARM Arm Holdings plc ADR | 19,734 | $2.99M | $4.18M | - | $1.19M | 39.86% | +0.707% |
| ASML ASML Holding N.V. NY Registered Shares | 1,019 | $1.35M | $1.6M | - | $258,336.65 | 19.19% | +0.885% |
| AVDE Avantis International Equity Fund Institutional Class | 8,249 | $548,155.33 | $731,645.05 | - | $183,489.72 | 33.47% | -0.611% |
| AVDV Avantis International Small Cap Value ETF | 7,541 | $527,034.83 | $791,277.13 | - | $264,242.3 | 50.14% | -0.775% |
| AVGO Broadcom Inc. | 12,791 | $2.59M | $4.15M | - | $1.56M | 60.22% | +0.435% |
| AVLV Avantis U.S. Large Cap Value ETF | 17,256 | $1.13M | $1.6M | - | $475,700.53 | 42.18% | -0.684% |
| AVUV Avantis U.S. Small Cap Value ETF | 7,368 | $661,871.56 | $897,790.8 | - | $235,919.24 | 35.64% | -0.18% |
| B BARRICK MINING CORP Common Stock (ABR0) | 77,378 | $2.54M | $2.96M | - | $428,673.92 | 16.91% | -0.88% |
| BNDI NEOS Enhanced Income Aggregate Bond ETF | 29,665 | $1.44M | $1.35M | - | -$85,902.06 | -5.98% | -0.121% |
| CARY Angel Oak Income ETF | 130,295 | $2.68M | $2.65M | - | -$34,311.25 | -1.28% | +0.074% |
| CAT Caterpillar Inc. | 2,605 | $1.85M | $1.79M | - | -$55,223.05 | -2.99% | -2.366% |
| CL Colgate-Palmolive Co. | 3,152 | $268,645 | $295,815.2 | - | $27,170.2 | 10.11% | -3.635% |
| CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF | 27,578 | $1.37M | $1.37M | - | -$4,372.43 | -0.32% | +0.06% |
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FAQ
Which stocks have generated the highest profits for Ashley Howard?
The largest contributions to the portfolio's profits come from the following stocks: iShares S&P 500 Growth ETF - $10.49M, State Street SPDR S&P 500 ETF Trust - $8.72M, Invesco QQQ Trust, Series 1 - $8.69M, State Street Financial Select Sector SPDR ETF - $5.91M, and NVIDIA Corporation - $5.01M. 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: Xtrackers MSCI Emerging Markets Hedged Equity ETF - $1.92M, Invesco NASDAQ 100 ETF - $1.73M, iShares Russell 3000 ETF - $1.7M, Xtrackers MSCI EAFE Hedged Equity ETF - $1.56M, and CHK - $1.51M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ashley Howard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $48.78M earned over time. The largest contributors to dividend income include Alerian MLP ETF - $3.84M, iShares Preferred and Income Securities ETF - $1.9M, Frontier Communications Corp - $1.77M, JPMorgan Alerian MLP Index ETN - $1.25M, and iShares 0-1 Year Treasury Bond ETF - $1.12M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ashley Howard's monthly returns?
Ashley Howard's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ashley Howard's strategy be considered aggressive or moderate?
Ashley Howard'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 Ashley Howard's strategy?
Ashley Howard's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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