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Designated Beneficiary JT - New Portfolio

PerformancePortfolio Details

HOWARD HYMAN

Designated Beneficiary JT
Individual Investor
Ranked #156,613 out of 757,311 TipRanks' Investors
Success Rate
55%
65 out of 118
profitable transactions
Average Return
14.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.54%
6-Month Return-
12-Month Return-
YTD Return▲ 13.86%
Total Return▲ 13.86%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 169.80%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
―
Feb 2024
▲ 5.05%
▲ 3.27%
―
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 2.98%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.30%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 0.36%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.31%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 1.57%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%―
▲ 5.05%▲ 3.27%―
▼ 12.40%▼ 4.03%▲ 2.98%
▲ 11.46%▲ 5.06%▲ 5.68%
▼ 2.25%▲ 3.53%▲ 5.30%
▲ 25.76%▲ 1.21%▼ 0.36%
▼ 4.21%▲ 2.34%▲ 1.31%
▲ 2.65%▼ 0.40%▼ 1.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
QQQ
Invesco QQQ Trust
7.37%
▲ 15.96%
3
Sell
Sep 17, 2024
XLK
Technology Select Sector SPDR Fund
1.3%
▲ 1.90%
2
Close
Sep 17, 2024
V
Visa
―
▼ 1.94%
7
Close
Jun 09, 2024
PHM
PulteGroup
―
▼ 6.04%
5
Sell
Jun 09, 2024
TOL
Toll Brothers
―
▼ 3.01%
5
Sell
Jun 09, 2024
SPG
Simon Property
―
▲ 0.40%
7
Close
Jun 09, 2024
ABT
Abbott Laboratories
―
▲ 0.67%
6
Close
Jun 09, 2024
JPM
JPMorgan Chase & Co.
―
▼ 1.26%
4
Close
Jun 09, 2024
PTY
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
―
▼ 0.98%
5
Close
Jun 09, 2024
CAT
Caterpillar
―
▼ 6.62%
6
Close
Jun 09, 2024
WFC
Wells Fargo
―
▲ 0.37%
6
Close
Jun 09, 2024
BRK.B
Berkshire Hathaway B
―
▲ 2.28%
5
Close
Jun 09, 2024
XLI
Industrial Select Sector SPDR Fund
―
▲ 3.46%
2
Close
Jun 09, 2024
GLD
SPDR Gold Shares
―
▼ 2.33%
5
Sell
Jun 09, 2024
FCX
Freeport-McMoRan
―
▼ 7.46%
4
Sell
Jun 09, 2024
PANW
Palo Alto Networks
―
▼ 1.06%
3
Sell
Jun 09, 2024
DHR
Danaher
―
▼ 1.23%
3
Sell
Jun 09, 2024
UBER
Uber Technologies
―
▼ 0.52%
2
Close
Jun 09, 2024
MRK
Merck & Company
―
▼ 0.26%
2
Close
Jun 09, 2024
CVX
Chevron
―
▼ 3.40%
2
Close
Jun 09, 2024