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Living Trust - New Portfolio
hanoverhr@gmail.com
Living TrustIndividual Investor
Ranked #482,571 out of 785,038 TipRanks' Investors
Success Rate
13 out of 47
profitable transactions
profitable transactions
Average Return
-10.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.08%
6-Month Return▲ 5.12%
12-Month Return▲ 8.44%
YTD Return▲ 1.40%
Total Return▲ 2.20%
Best Trade
Bio
Investment income focused with a required return of 10% and a strong underlying basis in technology and energy.
Performance
26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 2.04%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.57%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.05%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.88%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 3.20%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 1.17%
Jan 2025
▼ 13.09%
▲ 0.40%
▲ 0.23%
Feb 2025
▲ 8.13%▲ 1.21%▲ 2.04%
▼ 13.14%▲ 2.34%▼ 0.23%
▲ 2.93%▲ 2.10%▲ 2.57%
▲ 9.99%▼ 0.89%▼ 3.05%
▲ 26.04%▲ 5.96%▲ 2.88%
▲ 5.91%▼ 2.41%▼ 3.20%
▲ 4.65%▲ 2.69%▲ 1.17%
▼ 13.09%▲ 0.40%▲ 0.23%
Recent Activity
Fidelity Freedom Blend 2030 Fund Class K
―
▼ 92.28%
2
Sell
Nov 20, 2024
Amazon
6.54%
▲ 35.49%
5
Sell
Nov 19, 2024
Sabine Royalty
8.4%
▲ 28.11%
3
Buy
Nov 07, 2024
Virgin Galactic Holdings
0.01%
▼ 96.75%
3
Sell
Aug 06, 2024
Horizon Technology
1.91%
▼ 38.36%
2
Buy
Oct 23, 2023
ARMOUR Residential REIT
0.99%
▲ 51.35%
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
0.8%
▼ 36.74%
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
0.44%
▼ 2.19%
1
Buy
Apr 06, 2023
Amplify High Income ETF
0.6%
▼ 6.56%
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
1.13%
▼ 24.64%
3
Buy
Sep 26, 2022