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Living Trust - New Portfolio
hanoverhr@gmail.com
Living TrustIndividual Investor
Ranked #447,766 out of 769,291 TipRanks' Investors
Success Rate
12 out of 47
profitable transactions
profitable transactions
Average Return
-10.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.89%
6-Month Return▲ 2.21%
12-Month Return▲ 15.61%
YTD Return▲ 8.91%
Total Return▲ 2.86%
Best Trade
Bio
Investment income focused with a required return of 10% and a strong underlying basis in technology and energy.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.91%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.93%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.14%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.04%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.57%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.05%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.65%
Nov 2024
▼ 12.40%▼ 4.03%▼ 2.91%
▲ 11.46%▲ 5.06%▲ 5.93%
▼ 2.25%▲ 3.53%▼ 1.14%
▲ 25.72%▲ 1.21%▲ 2.04%
▼ 4.22%▲ 2.34%▼ 0.23%
▲ 7.82%▲ 2.10%▲ 2.57%
▲ 5.70%▼ 0.89%▼ 3.05%
▲ 23.63%▲ 3.84%▲ 1.65%
Recent Activity
Fidelity Freedom Blend 2030 Fund Class K
―
▼ 92.28%
2
Sell
Nov 20, 2024
Amazon
5.51%
▲ 35.49%
5
Sell
Nov 19, 2024
Sabine Royalty
8.04%
▲ 25.32%
3
Buy
Nov 07, 2024
Virgin Galactic Holdings
0.01%
▼ 95.14%
3
Sell
Aug 06, 2024
Horizon Technology
1.9%
▼ 39.98%
2
Buy
Oct 23, 2023
ARMOUR Residential REIT
1%
▲ 49.91%
4
Sell
Oct 02, 2023
TransAlta Renewable
―
▼ 32.04%
4
Sell
Sep 20, 2023
TransAlta Renewable
―
▲ 49.55%
2
Close
Sep 19, 2023
The Necessity Retail REIT
―
▼ 8.51%
2
Close
Sep 13, 2023
Global Net Lease
0.83%
▼ 36.13%
1
Buy
Sep 13, 2023
ECA Marcellus Trust I
―
▼ 17.47%
2
Close
Aug 13, 2023
Alphabet Class A
―
▼ 20.63%
2
Sell
Apr 14, 2023
Simplify Volatility Premium ETF
0.46%
▼ 0.73%
1
Buy
Apr 06, 2023
Amplify High Income ETF
0.61%
▼ 5.47%
1
Buy
Feb 03, 2023
U.S. Equity Cumulative Dividends FundSeries 2027
―
▼ 10.41%
2
Close
Dec 14, 2022
Oracle
―
▼ 0.09%
2
Close
Nov 11, 2022
Virgin Orbit Holdings
―
▼ 53.63%
2
Close
Nov 11, 2022
Apple
―
▼ 13.05%
2
Sell
Nov 11, 2022
Canoo
―
▼ 24.84%
2
Sell
Nov 11, 2022
Annaly Capital
1.11%
▼ 26.22%
3
Buy
Sep 26, 2022