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Living Trust - New Portfolio
hanoverhr@gmail.com
Living TrustIndividual Investor
Ranked #345,582 out of 729,985 TipRanks' Investors
Success Rate
11 out of 44
profitable transactions
profitable transactions
Average Return
-10.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.86%
6-Month Return▲ 17.91%
12-Month Return▲ 6.56%
YTD Return▲ 1.74%
Total Return▼ 3.91%
Best Trade
Bio
Investment income focused with a required return of 10% and a strong underlying basis in technology and energy.
Performance
14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 2.80%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 9.60%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.26%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.76%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.98%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 2.27%
Apr 2024
▼ 4.52%▼ 4.74%▼ 2.80%
▼ 6.45%▼ 2.17%▼ 9.60%
▲ 9.22%▲ 9.13%▲ 10.26%
▲ 5.14%▲ 4.57%▲ 4.66%
▼ 1.87%▲ 1.59%▲ 0.76%
▲ 14.08%▲ 5.22%▲ 1.31%
▲ 5.05%▲ 3.27%▲ 1.98%
▼ 14.09%▼ 3.33%▼ 2.27%