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Designated Beneficiary JT - New Portfolio

HOWARD HYMAN

Designated Beneficiary JT
Individual Investor
Ranked #232,610 out of 775,923 TipRanks' Investors
Success Rate
53%
68 out of 129
profitable transactions
Average Return
13.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.50%
6-Month Return▲ 10.00%
12-Month Return-
YTD Return▲ 26.10%
Total Return▲ 26.10%

Best Trade

Opened at
Closed at
Gain▲ 237.89%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.37%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 0.01%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.00%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.35%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.93%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.54%
▼ 2.25%▲ 3.53%▲ 5.37%
▲ 25.71%▲ 1.21%▼ 0.01%
▼ 4.22%▲ 2.34%▲ 1.17%
▲ 7.82%▲ 2.10%▲ 2.00%
▲ 5.38%▼ 0.89%▼ 0.59%
▲ 43.22%▲ 5.96%▲ 8.35%
▲ 3.34%▼ 1.56%▼ 0.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Elfun Trusts
▼ 41.98%
2
Sell
Nov 19, 2024
Schwab Long-Term U.S. Treasury ETF
▼ 56.83%
2
Close
Nov 19, 2024
Invesco QQQ Index ETF
▼ 60.14%
2
Sell
Nov 19, 2024
SPDR S&P Bank ETF
▼ 87.78%
2
Close
Nov 19, 2024
MetaPower International
▼ 100.00%
2
Close
Nov 19, 2024
Fidelity Freedom Blend 2030 Fund Class K
▼ 91.72%
2
Sell
Nov 19, 2024
Netflix
0.99%
▲ 16.09%
5
Sell
Nov 18, 2024
GE Aerospace
0.61%
▲ 9.51%
6
Sell
Nov 18, 2024
Apple
3.56%
▲ 20.06%
8
Sell
Nov 18, 2024
Alphabet Class C
1.4%
▲ 3.96%
5
Sell
Nov 18, 2024
iShares Russell 2000 ETF
2.07%
▲ 21.72%
3
Close
Nov 18, 2024
Schwab US Dividend Equity ETF
0.88%
▼ 10.83%
4
Close
Nov 18, 2024
Salesforce
3.01%
▲ 26.72%
4
Close
Nov 18, 2024
Microsoft
2.81%
▲ 10.41%
4
Close
Nov 18, 2024
Invesco QQQ Trust
7.71%
▲ 15.96%
4
Sell
Nov 18, 2024
SPDR S&P 500 ETF Trust
7.94%
▲ 19.81%
4
Sell
Nov 18, 2024
Meta Platforms
13.46%
▲ 51.20%
3
Close
Nov 18, 2024
Amazon
19.97%
▲ 44.93%
4
Close
Nov 18, 2024
Nvidia
4.23%
▲ 182.26%
7
Close
Nov 18, 2024
Technology Select Sector SPDR Fund
1.34%
▲ 1.90%
2
Close
Sep 17, 2024