Designated Beneficiary JT - New Portfolio
HOWARD HYMAN
Designated Beneficiary JTIndividual Investor
Ranked #206,348 out of 858,971 TipRanks' Investors
Success Rate
72 out of 129
profitable transactions
profitable transactions
Average Return
25.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.93%
6-Month Return▲ 9.57%
12-Month Return▲ 63.80%
YTD Return▲ 11.36%
Total Return▲ 86.41%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 10.77%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.21%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.56%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.10%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.01%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 5.34%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 9.44%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 8.09%
Apr 2026
▲ 12.88%▲ 3.56%▲ 10.77%
▲ 10.96%▲ 2.38%▲ 6.21%
▼ 3.68%▲ 0.19%▼ 1.56%
▼ 0.10%▲ 0.08%▼ 1.10%
▲ 4.06%▲ 1.47%▲ 8.01%
▼ 1.12%▼ 0.86%▲ 5.34%
▲ 0.60%▼ 4.94%▼ 9.44%
▲ 7.53%▲ 5.50%▲ 8.09%
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
0.95%
▲ 16.10%
5
Sell
Nov 18, 2024
GE Aerospace
0.96%
▲ 9.51%
6
Close
Nov 18, 2024
Apple
3.09%
▲ 20.06%
8
Sell
Nov 18, 2024
Alphabet Class C
1.96%
▲ 3.96%
5
Sell
Nov 18, 2024
iShares Russell 2000 ETF
2.1%
▲ 21.72%
3
Close
Nov 18, 2024
Schwab US Dividend Equity ETF
0.84%
▼ 10.83%
4
Close
Nov 18, 2024
Salesforce
1.29%
▲ 26.72%
4
Close
Nov 18, 2024
Microsoft
2.1%
▲ 10.41%
4
Close
Nov 18, 2024
Invesco QQQ Trust
7.8%
▲ 15.96%
4
Close
Nov 18, 2024
SPDR S&P 500 ETF Trust
7.84%
▲ 19.81%
4
Close
Nov 18, 2024
Meta Platforms
12.4%
▲ 51.20%
3
Close
Nov 18, 2024
Amazon
18.11%
▲ 44.93%
4
Close
Nov 18, 2024
Nvidia
5.05%
▲ 182.26%
7
Close
Nov 18, 2024
Technology Select Sector SPDR Fund
1.4%
▲ 1.90%
2
Close
Sep 17, 2024