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Personal - New Portfolio
HOWARD J DOUGLAS, CLU,CHFC,MSFS,AEP
PersonalIndividual Investor
Ranked #154,844 out of 748,394 TipRanks' Investors
Success Rate
375 out of 650
profitable transactions
profitable transactions
Average Return
9.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.72%
6-Month Return▲ 11.77%
12-Month Return▲ 18.93%
YTD Return▲ 14.61%
Total Return▲ 21.32%
Best Trade
Bio
Buying quality positions at reasonable prices.
Performance
21.71%0-21.71%
▲ 5.14%
▲ 4.57%
▲ 4.10%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.45%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.85%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.41%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.85%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.90%
Jun 2024
▲ 21.71%
▲ 1.76%
▼ 0.77%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.10%
▼ 1.87%▲ 1.59%▲ 2.45%
▲ 14.08%▲ 5.22%▲ 4.85%
▲ 5.05%▲ 3.27%▲ 2.41%
▼ 12.40%▼ 4.03%▼ 3.61%
▲ 11.46%▲ 5.06%▲ 4.85%
▼ 2.25%▲ 3.53%▲ 3.90%
▲ 21.71%▲ 1.76%▼ 0.77%
Recent Activity
Broadcom
4.53%
▲ 46.39%
12
Sell
Jul 17, 2024
DR Horton
0.85%
▲ 8.61%
1
Open
Jul 17, 2024
KB Home
0.8%
▼ 1.19%
1
Open
Jul 17, 2024
VanEck Semiconductor ETF
―
▲ 21.81%
3
Close
Jul 16, 2024
WisdomTree Artificial Intelligence and Innovation Fund
0.67%
▼ 4.91%
4
Buy
Jul 16, 2024
VictoryShares THB Mid Cap ESG ETF
1.13%
▼ 2.90%
1
Open
Jul 16, 2024
Netflix
2.54%
▼ 16.34%
6
Buy
Jul 13, 2024
WisdomTree U.S. Quality Growth Fund
2.75%
▲ 14.98%
18
Buy
Jul 09, 2024
Health Care Select Sector SPDR Fund
0.9%
▲ 1.07%
11
Sell
Jul 01, 2024
Procter & Gamble
3.67%
▲ 17.44%
17
Buy
Jun 30, 2024
JPMorgan Chase & Co.
1.95%
▲ 46.94%
16
Buy
Jun 30, 2024
Johnson & Johnson
1.91%
▲ 0.44%
17
Buy
Jun 30, 2024
GE Healthcare Technologies Inc
―
▼ 3.11%
12
Close
Jun 30, 2024
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
1.42%
▲ 0.61%
3
Buy
Jun 25, 2024
Coterra Energy
0.72%
▼ 3.09%
12
Buy
Jun 24, 2024
Qualcomm
0.72%
▲ 41.09%
5
Sell
Jun 21, 2024
CrowdStrike Holdings
1.03%
▲ 4.54%
7
Sell
Jun 20, 2024
Pfizer
1.61%
▼ 24.23%
14
Buy
Jun 19, 2024
Columbia Short Duration Bond ETF
―
▲ 0.60%
2
Close
Jun 19, 2024
iShares 0-3 Month Treasury Bond ETF
―
▲ 0.30%
2
Close
Jun 17, 2024