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Designated Beneficiary JT - New Portfolio
HOWARD HYMAN
Designated Beneficiary JTIndividual Investor
Ranked #203,582 out of 769,603 TipRanks' Investors
Success Rate
72 out of 129
profitable transactions
profitable transactions
Average Return
13.85%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.63%
6-Month Return▲ 16.98%
12-Month Return-
YTD Return▲ 26.96%
Total Return▲ 26.96%
Best Trade
Bio
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▲ 2.98%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.37%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.01%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.00%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.41%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 7.88%
Nov 2024
▼ 12.40%▼ 4.03%▲ 2.98%
▲ 11.46%▲ 5.06%▲ 5.54%
▼ 2.25%▲ 3.53%▲ 5.37%
▲ 25.72%▲ 1.21%▼ 0.01%
▼ 4.22%▲ 2.34%▲ 1.17%
▲ 7.82%▲ 2.10%▲ 2.00%
▲ 5.70%▼ 0.89%▼ 0.41%
▲ 37.60%▲ 4.40%▲ 7.88%
Recent Activity
Elfun Trusts
―
▼ 41.98%
2
Sell
Nov 19, 2024
Schwab Long-Term U.S. Treasury ETF
―
▼ 56.83%
2
Sell
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
1.01%
▲ 16.09%
5
Sell
Nov 18, 2024
GE Aerospace
0.68%
▲ 9.51%
6
Sell
Nov 18, 2024
Apple
3.33%
▲ 20.06%
8
Sell
Nov 18, 2024
Alphabet Class C
1.25%
▲ 3.96%
5
Sell
Nov 18, 2024
iShares Russell 2000 ETF
2.3%
▲ 21.72%
3
Sell
Nov 18, 2024
Schwab US Dividend Equity ETF
0.98%
▼ 10.83%
4
Sell
Nov 18, 2024
Salesforce
3.1%
▲ 26.72%
4
Close
Nov 18, 2024
Microsoft
2.77%
▲ 10.41%
4
Close
Nov 18, 2024
Invesco QQQ Trust
7.78%
▲ 15.96%
4
Sell
Nov 18, 2024
SPDR S&P 500 ETF Trust
8.27%
▲ 19.81%
4
Sell
Nov 18, 2024
Meta Platforms
13.3%
▲ 51.20%
3
Sell
Nov 18, 2024
Amazon
18.1%
▲ 44.93%
4
Close
Nov 18, 2024
Nvidia
4.6%
▲ 182.26%
7
Close
Nov 18, 2024
Technology Select Sector SPDR Fund
1.37%
▲ 1.90%
2
Close
Sep 17, 2024