Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Daily Feeds
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
Living Trust - New Portfolio
hanoverhr@gmail.com
Living TrustIndividual Investor
Ranked #463,223 out of 775,923 TipRanks' Investors
Success Rate
11 out of 47
profitable transactions
profitable transactions
Average Return
-12.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.94%
6-Month Return▲ 0.87%
12-Month Return▲ 4.29%
YTD Return▲ 5.43%
Total Return▼ 0.43%
Best Trade
Bio
Investment income focused with a required return of 10% and a strong underlying basis in technology and energy.
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.93%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.14%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.04%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.57%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.09%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 2.88%
Nov 2024
▼ 0.45%
▼ 1.56%
▼ 4.32%
Dec 2024
▲ 11.46%▲ 5.06%▲ 5.93%
▼ 2.25%▲ 3.53%▼ 1.14%
▲ 25.71%▲ 1.21%▲ 2.04%
▼ 4.22%▲ 2.34%▼ 0.23%
▲ 7.82%▲ 2.10%▲ 2.57%
▲ 5.38%▼ 0.89%▼ 3.09%
▲ 43.22%▲ 5.96%▲ 2.88%
▼ 0.45%▼ 1.56%▼ 4.32%
Recent Activity
Fidelity Freedom Blend 2030 Fund Class K
―
▼ 92.28%
2
Sell
Nov 20, 2024
Amazon
6.56%
▲ 35.49%
5
Sell
Nov 19, 2024
Sabine Royalty
8.28%
▲ 24.89%
3
Buy
Nov 07, 2024
Virgin Galactic Holdings
0.01%
▼ 95.59%
3
Sell
Aug 06, 2024
Horizon Technology
1.91%
▼ 42.39%
2
Buy
Oct 23, 2023
ARMOUR Residential REIT
1.06%
▲ 51.11%
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
0.84%
▼ 37.27%
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
0.47%
▼ 3.83%
1
Buy
Apr 06, 2023
Amplify High Income ETF
0.62%
▼ 8.67%
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%
▼ 27.54%
3
Buy
Sep 26, 2022