HP
Hannah Perry Portfolio
Invests via Crestmont Private Wealth LLC | Managed by Samuel Sean McGee, Hannah Vinyard Perry
Invests via Crestmont Private Wealth LLC
Managed by Samuel Sean McGee, Hannah Vinyard Perry
Automatically Tracked
Hannah Perry Profile
Hannah Perry has established herself as a dynamic force in the entrepreneurial landscape, noted for her innovative ventures within the technology sector. With a robust track record of launching successful startups, she adeptly navigates market trends and consumer behavior to develop products that resonate with users. Her leadership extends beyond business creation; she actively participates in mentoring emerging entrepreneurs and fostering growth-oriented ecosystems. Drawing from her academic foundation in computer science and years of hands-on experience, she cultivates an environment ripe for collaboration and creativity. Hannah's influence on the tech community underscores her commitment to driving sustainable innovation while enhancing investment opportunities across diverse markets.
Hannah Perry has established herself as a dynamic force in the entrepreneurial landscape, noted for her innovative ventures within the technology sector. With a robust track record of launching successful startups, she adeptly navigates market trends and consumer behavior to develop products that resonate with users. Her leadership extends beyond business creation; she actively participates in mentoring emerging entrepreneurs and fostering growth-oriented ecosystems. Drawing from her academic foundation in computer science and years of hands-on experience, she cultivates an environment ripe for collaboration and creativity. Hannah's influence on the tech community underscores her commitment to driving sustainable innovation while enhancing investment opportunities across diverse markets.
Investment Philosophy & Strategy
Innovation drives Hannah Perry's strategic approach to investing. Her extensive background in technology entrepreneurship positions her as a savvy decision-maker focused on fostering disruptive ideas that challenge the status quo. By leveraging insights gained from her hands-on experiences, she identifies emerging trends and engages with startups poised for exponential growth. Collaborative environments formed under her guidance further amplify the potential of nascent businesses, establishing an ecosystem where innovation thrives. An advocate for sustainable practices, she ensures that investments contribute positively to market evolution while maintaining robust returns.
Innovation drives Hannah Perry's strategic approach to investing. Her extensive background in technology entrepreneurship positions her as a savvy decision-maker focused on fostering disruptive ideas that challenge the status quo. By leveraging insights gained from her hands-on experiences, she identifies emerging trends and engages with startups poised for exponential growth. Collaborative environments formed under her guidance further amplify the potential of nascent businesses, establishing an ecosystem where innovation thrives. An advocate for sustainable practices, she ensures that investments contribute positively to market evolution while maintaining robust returns.
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:
88.36%
Gain -0.01%
Monthly
1.17%
Yearly
15.05%
Drawdown
22.6%
$345.61M
Equity
Holdings
$345.61M
Investment
$257.39M
$92.5M
Profit -$43,925.21
Realized
$4.28M
Unrealized
$88.23M
Dividends
$19.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$43,925.21
Win %
74%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$989,826.2
Win %
74%
This Month
Compared to last month
Gain
-1.21%
Profit
-$4.22M
Win %
74%
This Year
Compared to last year
Gain
8.92%
Profit
$28.3M
Win %
74%
TER Teradyne, Inc.
+4.45%
+$16,933.01 
AVGO Broadcom Inc.
+2.71%
+$22,861.1 
STX Seagate Technology Holdings plc
+2.09%
+$22,389.57 
CF CF Industries Holdings, Inc.
+1.98%
+$4,272 
LYB LyondellBasell Industries N.V.
+1.79%
+$6,622.88 
CBOE Cboe Global Markets Inc.
+1.74%
+$3,529.25 
VLO Valero Energy Corporation
+1.74%
+$21,175.68 
PSX Phillips 66
+1.73%
+$6,083.74 
GOOGL Alphabet Inc
+1.67%
+$30,824.79 
UAL United Airlines Holdings, Inc.
+1.63%
+$4,972.6 
ICE Intercontinental Exchange, Inc.
+1.56%
+$11,776.36 
COP ConocoPhillips
+1.53%
+$10,132.32 
EBAY eBay Inc.
+1.48%
+$4,276.17 
CVX Chevron Corporation
+1.41%
+$13,596.6 
TXN Texas Instruments Inc
+1.16%
+$4,355.83 
EOG EOG Resources, Inc.
+1.05%
+$5,706.77 
XOM Exxon Mobil Corporation
+0.99%
+$3,400.34 
GD General Dynamics Corporation
+0.97%
+$3,250.29 
NDAQ Nasdaq, Inc.
+0.85%
+$8,627.24 
V Visa Inc. Class A
+0.84%
+$9,576.93 
ROST Ross Stores, Inc.
+0.81%
+$1,884.8 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.78%
+$2,449.92 
HAS Hasbro Inc.
+0.69%
+$3,003.28 
HON Honeywell International Inc.
+0.68%
+$845.32 
ROP Roper Technologies Inc.
+0.61%
+$3,393.08 
MUR Murphy Oil Corporation
+0.61%
+$1,204.2 
PWR Quanta Services Inc.
+0.57%
+$1,840.05 
MKL Markel Group Inc.
+0.57%
+$5,032.95 
MA Mastercard Incorporated
+0.52%
+$4,162.35 
VWO Vanguard FTSE Emerging Markets ETF
+0.41%
+$69,417.82 
LMT Lockheed Martin Corporation
+0.34%
+$1,404.72 
LHX L3Harris Technologies, Inc.
+0.32%
+$859.74 
VRSK Verisk Analytics Inc.
+0.3%
+$1,765.34 
LYV Live Nation Entertainment, Inc.
+0.26%
+$675.39 
SPGI S&P Global Inc.
+0.23%
+$2,190.4 
NVDA NVIDIA Corporation
+0.19%
+$1,668.03 
NEM Newmont Corporation
+0.16%
+$631.26 
IWB iShares Russell 1000 ETF
+0.12%
+$2,418.47 
MSCI MSCI Inc.
+0.1%
+$725.12 
IVV iShares Core S&P 500 ETF
+0.1%
+$67,487.62 
EGY Vaalco Energy Inc.
+0.09%
+$54.83 
VOO Vanguard S&P 500 ETF
+0.09%
+$67,405.21 
TPL Texas Pacific Land Corporation
+0.08%
+$219.78 
VRSN Verisign Inc.
+0.04%
+$443.62 
GDXJ VanEck Junior Gold Miners ETF
+0.03%
+$221.25 
QCOM QUALCOMM Incorporated
+0.03%
+$226.17 
STEL Stellar Bancorp Inc.
+0.03%
+$127.29 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$224.76 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$469.47 
IDXX IDEXX Laboratories, Inc.
+0.02%
+$122.76 
SCHX Schwab U.S. Large-Cap ETF
+0.02%
+$105.31 
CTRA Coterra Energy Inc.
0%
$0 
UPS United Parcel Service, Inc.
-3.37%
-$13,291.56 
AAPL Apple Inc.
-2.68%
-$36,363.81 
GE General Electric Company
-2.28%
-$6,661.65 
TSLA Tesla, Inc.
-2.23%
-$6,520.32 
NFLX Netflix, Inc.
-2.04%
-$12,938.16 
EMR Emerson Electric Co.
-1.93%
-$7,104.29 
PKG Packaging Corporation of America
-1.91%
-$8,232.14 
CBRE CBRE Group Inc.
-1.8%
-$3,901.44 
HD The Home Depot, Inc.
-1.77%
-$13,699.13 
NVS Novartis AG Sponsored ADR
-1.74%
-$5,234.96 
LRCX Lam Research Corporation
-1.65%
-$27,471.79 
ITW Illinois Tool Works Inc.
-1.65%
-$18,727.5 
AZO AutoZone Inc.
-1.54%
-$9,876.91 
CAT Caterpillar Inc.
-1.54%
-$14,341.83 
KLAC KLA Corporation
-1.52%
-$6,007.8 
SNA Snap-on Inc.
-1.44%
-$7,685.28 
F Ford Motor Company
-1.37%
-$2,200.18 
GRMN Garmin Ltd.
-1.31%
-$5,120.82 
NVR NVR, Inc.
-1.24%
-$7,325.5 
PSA Public Storage Common Stock
-1.08%
-$5,149.05 
DGX Quest Diagnostics Inc.
-1.06%
-$10,570.56 
MLI Mueller Industries Inc.
-0.73%
-$8,338.56 
PRU Prudential Financial, Inc.
-0.66%
-$2,222.34 
RL Ralph Lauren Corporation
-0.64%
-$2,957.24 
PH Parker-Hannifin Corporation
-0.57%
-$3,695.64 
PG Procter & Gamble Co
-0.57%
-$2,304.35 
DFAT Dimensional US Targeted Value ETF
-0.54%
-$74,006.52 
MCO Moody's Corporation
-0.48%
-$4,137.74 
DFAR Dimensional US Real Estate ETF
-0.46%
-$42,393.62 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.44%
-$77,896.49 
CAH Cardinal Health Inc.
-0.41%
-$1,519.56 
MCK McKesson Corporation
-0.38%
-$828.16 
HCA HCA Healthcare Inc.
-0.37%
-$591.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.37%
-$66,631.24 
JPM JPMorgan Chase & Co.
-0.31%
-$760.21 
MSI Motorola Solutions, Inc.
-0.3%
-$1,119.94 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$24,278.73 
GILD Gilead Sciences Inc.
-0.28%
-$1,345.32 
CMI Cummins Inc.
-0.27%
-$1,194.38 
GDX VanEck Gold Miners ETF
-0.27%
-$1,597.44 
AFL Aflac Inc.
-0.25%
-$794.84 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$13,486.97 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$59,573.65 
TH Target Hospitality Corp.
-0.18%
-$4,396.98 
GLD SPDR Gold Shares
-0.14%
-$719 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$12,023.64 
ADSK Autodesk, Inc.
-0.1%
-$510.22 
GLW Corning Incorporated
-0.07%
-$414.48 
AIZ Assurant Inc.
-0.06%
-$231.71 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$878.2 
RING iShares MSCI Global Gold Miners ETF
-0.04%
-$181.15 
AMGN Amgen Inc.
-0.03%
-$153.87 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$1,268.08 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 994 | Longs Won 631/994 63% | Profit Factor 15.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $751,516.09 |
| Average Win $156,907.86 | Best Trade (Jul 22) $16.95M | Sharpe Ratio -10.72 |
| Average Loss -$17,919.28 | Worst Trade (Sep 29) -$940,152.39 | Z-Score 7.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 3d | Expectancy $93,062.54 |
| 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 | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Hannah Perry?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $5.66M, Vanguard S&P 500 ETF - $3.28M, PIMCO Multisector Bond Active ETF - $2.82M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.95M, and Vanguard FTSE Emerging Markets ETF - $1.83M. 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: iShares Core MSCI EAFE ETF - $938,003.74, Stellar Bancorp Inc - $714,772.48, iShares Core MSCI Emerging Markets ETF - $636,157.96, Target Hospitality Corp - $230,721.6, and Adobe Inc - $197,151.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Hannah Perry's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.88M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.22M, PIMCO Multisector Bond Active ETF - $2.82M, Vanguard S&P 500 ETF - $2.66M, JPMorgan Ultra-Short Income ETF - $1.55M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.49M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hannah Perry's monthly returns?
Hannah Perry'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 Hannah Perry's strategy be considered aggressive or moderate?
Hannah Perry'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 Perry's strategy?
Hannah Perry'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.
