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Designated Beneficiary JT - New Portfolio
HOWARD HYMAN
Designated Beneficiary JTIndividual Investor
Ranked #233,518 out of 793,835 TipRanks' Investors
Success Rate
67 out of 129
profitable transactions
profitable transactions
Average Return
11.59%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 8.42%
6-Month Return▼ 1.12%
12-Month Return-
YTD Return▼ 5.47%
Total Return▲ 16.72%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.17%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.00%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.62%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.35%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.96%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.39%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 8.42%
Mar 2025
▼ 13.14%▲ 2.34%▲ 1.17%
▲ 2.93%▲ 2.10%▲ 2.00%
▲ 10.00%▼ 0.89%▼ 0.62%
▲ 26.01%▲ 5.96%▲ 8.35%
▲ 5.33%▼ 2.41%▼ 2.96%
▲ 5.89%▲ 2.69%▲ 3.63%
▼ 12.86%▼ 1.27%▼ 0.39%
▲ 3.73%▼ 4.27%▼ 8.42%
Recent Activity
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
1.1%
▲ 16.09%
5
Sell
Nov 18, 2024
GE Aerospace
0.79%
▲ 9.51%
6
Close
Nov 18, 2024
Apple
3.32%
▲ 20.06%
8
Sell
Nov 18, 2024
Alphabet Class C
1.23%
▲ 3.96%
5
Sell
Nov 18, 2024
iShares Russell 2000 ETF
2.04%
▲ 21.72%
3
Close
Nov 18, 2024
Schwab US Dividend Equity ETF
0.97%
▼ 10.83%
4
Close
Nov 18, 2024
Salesforce
2.57%
▲ 26.72%
4
Close
Nov 18, 2024
Microsoft
2.65%
▲ 10.41%
4
Close
Nov 18, 2024
Invesco QQQ Trust
7.59%
▲ 15.96%
4
Sell
Nov 18, 2024
SPDR S&P 500 ETF Trust
8.12%
▲ 19.81%
4
Close
Nov 18, 2024
Meta Platforms
14.43%
▲ 51.20%
3
Close
Nov 18, 2024
Amazon
18.62%
▲ 44.93%
4
Close
Nov 18, 2024
Nvidia
3.74%
▲ 182.26%
7
Close
Nov 18, 2024
Technology Select Sector SPDR Fund
1.27%
▲ 1.90%
2
Close
Sep 17, 2024