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Living Trust - New Portfolio
hanoverhr@gmail.com
Living TrustIndividual Investor
Ranked #426,395 out of 791,381 TipRanks' Investors
Success Rate
11 out of 47
profitable transactions
profitable transactions
Average Return
-11.96%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.50%
6-Month Return▲ 0.61%
12-Month Return▲ 3.17%
YTD Return▲ 0.30%
Total Return▲ 1.04%
Best Trade
Bio
Investment income focused with a required return of 10% and a strong underlying basis in technology and energy.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.57%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.05%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.88%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 3.25%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 1.96%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.06%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 4.55%
Mar 2025
▼ 13.14%▲ 2.34%▼ 0.23%
▲ 2.93%▲ 2.10%▲ 2.57%
▲ 10.00%▼ 0.89%▼ 3.05%
▲ 26.01%▲ 5.96%▲ 2.88%
▲ 5.75%▼ 2.41%▼ 3.25%
▲ 5.32%▲ 2.69%▲ 1.96%
▼ 12.86%▼ 1.27%▲ 3.06%
▼ 2.15%▼ 5.65%▼ 4.55%
Recent Activity
Fidelity Freedom Blend 2030 Fund Class K
―
▼ 92.28%
2
Sell
Nov 20, 2024
Amazon
5.42%
▲ 35.49%
5
Sell
Nov 19, 2024
Sabine Royalty
8.13%
▲ 26.42%
3
Buy
Nov 07, 2024
Virgin Galactic Holdings
0.01%
▼ 97.82%
3
Sell
Aug 06, 2024
Horizon Technology
1.89%
▼ 39.59%
2
Buy
Oct 23, 2023
ARMOUR Residential REIT
0.98%
▲ 48.14%
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
0.88%
▼ 30.78%
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
0.38%
▼ 16.74%
1
Buy
Apr 06, 2023
Amplify High Income ETF
0.57%
▼ 10.55%
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
1.16%
▼ 24.16%
3
Buy
Sep 26, 2022