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Living Trust - New Portfolio
hanoverhr@gmail.com
Living TrustIndividual Investor
Ranked #418,574 out of 801,724 TipRanks' Investors
Success Rate
57 out of 125
profitable transactions
profitable transactions
Average Return
3.84%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.71%
6-Month Return▼ 1.54%
12-Month Return▲ 1.38%
YTD Return▲ 1.61%
Total Return▲ 2.52%
Best Trade
Bio
Investment income focused with a required return of 10% and a strong underlying basis in technology and energy.
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 3.04%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 2.88%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 3.10%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.06%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.41%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 4.26%
Apr 2025
▲ 9.95%
▲ 6.28%
▲ 5.55%
May 2025
▲ 9.99%▼ 0.89%▼ 3.04%
▲ 25.97%▲ 5.96%▲ 2.88%
▲ 5.42%▼ 2.41%▼ 3.10%
▲ 6.01%▲ 2.69%▲ 2.07%
▼ 12.86%▼ 1.27%▲ 3.06%
▼ 1.80%▼ 5.57%▼ 4.41%
▲ 1.76%▼ 0.87%▼ 4.26%
▲ 9.95%▲ 6.28%▲ 5.55%
Recent Activity
Atos SE
―
▲ 18.28%
4
Close
May 30, 2025
Greenland Technologies Holding
0.07%
0.00%
1
Buy
May 30, 2025
YieldMax Ultra Option Income Strategy ETF
2.78%
▼ 3.63%
12
Buy
May 29, 2025
Okta
0.32%
▼ 4.27%
1
Buy
May 29, 2025
YieldMax AI Option Income Strategy ETF
2.25%
▲ 5.28%
7
Buy
May 28, 2025
San Juan Basin Royalty
0.86%
▼ 3.58%
6
Sell
May 27, 2025
YieldMax MSTR Option Income Strategy ETF
1.49%
▼ 5.01%
2
Sell
May 23, 2025
Kimbell Royalty Partners
―
▼ 14.44%
2
Close
May 22, 2025
YieldMax COIN Option Income Strategy ETF
1.09%
▲ 0.01%
4
Buy
May 22, 2025
Simplify Bitcoin Strategy PLUS Income ETF
1.12%
▲ 4.68%
5
Buy
May 22, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
1.7%
▼ 13.52%
5
Buy
May 22, 2025
Defiance R2000 Enhanced Options Income ETF
1.23%
▼ 1.83%
3
Buy
May 22, 2025
VOC Energy
0.15%
▼ 22.95%
3
Buy
May 20, 2025
Virgin Galactic Holdings
0.11%
▼ 65.82%
4
Buy
May 16, 2025
CuriosityStream
―
▲ 9.59%
2
Close
May 15, 2025
Palantir Technologies
0.49%
▲ 4.00%
1
Buy
May 14, 2025
ProShares Bitcoin Strategy ETF
1.03%
▲ 5.97%
2
Buy
May 13, 2025
CVR Energy
0.76%
▲ 9.41%
2
Buy
May 13, 2025
Roundhill AAPL WeeklyPay ETF
1.23%
▼ 2.21%
1
Buy
May 09, 2025
Eagle Point Credit Company
0.67%
▲ 155.96%
3
Sell
May 08, 2025