Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
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 #451,891 out of 770,014 TipRanks' Investors
Success Rate
12 out of 47
profitable transactions
profitable transactions
Average Return
-10.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.77%
6-Month Return▲ 3.37%
12-Month Return▲ 15.86%
YTD Return▲ 9.81%
Total Return▲ 3.71%
Best Trade
Bio
Investment income focused with a required return of 10% and a strong underlying basis in technology and energy.
Performance
31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 2.91%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.93%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.14%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.04%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.57%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.05%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 2.48%
Nov 2024
▼ 12.40%▼ 4.03%▼ 2.91%
▲ 11.46%▲ 5.06%▲ 5.93%
▼ 2.25%▲ 3.53%▼ 1.14%
▲ 25.72%▲ 1.21%▲ 2.04%
▼ 4.22%▲ 2.34%▼ 0.23%
▲ 7.82%▲ 2.10%▲ 2.57%
▲ 5.70%▼ 0.89%▼ 3.05%
▲ 31.73%▲ 4.73%▲ 2.48%
Recent Activity
Fidelity Freedom Blend 2030 Fund Class K
―
▼ 92.28%
2
Sell
Nov 20, 2024
Amazon
5.78%
▲ 35.49%
5
Sell
Nov 19, 2024
Sabine Royalty
8.08%
▲ 25.59%
3
Buy
Nov 07, 2024
Virgin Galactic Holdings
0.01%
▼ 94.58%
3
Sell
Aug 06, 2024
Horizon Technology
1.91%
▼ 39.72%
2
Buy
Oct 23, 2023
ARMOUR Residential REIT
1.01%
▲ 50.79%
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
0.86%
▼ 33.67%
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
0.46%
▼ 1.37%
1
Buy
Apr 06, 2023
Amplify High Income ETF
0.62%
▼ 4.53%
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
1.1%
▼ 26.03%
3
Buy
Sep 26, 2022