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Living Trust - New Portfolio
hanoverhr@gmail.com
Living TrustIndividual Investor
Ranked #469,714 out of 783,334 TipRanks' Investors
Success Rate
12 out of 47
profitable transactions
profitable transactions
Average Return
-11.56%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.96%
6-Month Return▼ 2.13%
12-Month Return▲ 4.90%
YTD Return▼ 0.96%
Total Return▼ 0.17%
Best Trade
Bio
Investment income focused with a required return of 10% and a strong underlying basis in technology and energy.
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.14%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.04%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.57%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.05%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.88%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.20%
Dec 2024
▲ 3.19%
▲ 2.68%
▼ 0.96%
Jan 2025
▲ 9.79%▲ 3.53%▼ 1.14%
▲ 8.13%▲ 1.21%▲ 2.04%
▼ 13.14%▲ 2.34%▼ 0.23%
▲ 2.93%▲ 2.10%▲ 2.57%
▲ 9.99%▼ 0.89%▼ 3.05%
▲ 26.04%▲ 5.96%▲ 2.88%
▲ 5.93%▼ 2.41%▼ 3.20%
▲ 3.19%▲ 2.68%▼ 0.96%
Recent Activity
Fidelity Freedom Blend 2030 Fund Class K
―
▼ 92.28%
2
Sell
Nov 20, 2024
Amazon
6.45%
▲ 35.49%
5
Sell
Nov 19, 2024
Sabine Royalty
8.37%
▲ 27.49%
3
Buy
Nov 07, 2024
Virgin Galactic Holdings
0.01%
▼ 96.75%
3
Sell
Aug 06, 2024
Horizon Technology
1.9%
▼ 39.72%
2
Buy
Oct 23, 2023
ARMOUR Residential REIT
0.99%
▲ 48.38%
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
0.8%
▼ 38.15%
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
0.45%
▼ 2.97%
1
Buy
Apr 06, 2023
Amplify High Income ETF
0.59%
▼ 6.88%
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
1.13%
▼ 26.26%
3
Buy
Sep 26, 2022