HM
Howard Morin Portfolio
Invests via Helium Advisors LLC | Managed by Howard Morin, Gary Russell
Invests via Helium Advisors LLC
Managed by Howard Morin, Gary Russell
Automatically Tracked
Veteran operator and early-stage investor with experience scaling software and healthcare-adjacent businesses, active in board and advisory roles and known for hands-on operational engagement and growth strategy. Howard Morin is frequently involved in seed-to-Series A financings, portfolio value creation, and go-to-market execution, with an emphasis on product-led growth, customer acquisition efficiency and long-term unit economics. Market-facing profile suited to venture and growth-stage allocations.
Veteran operator and early-stage investor with experience scaling software and healthcare-adjacent businesses, active in board and advisory roles and known for hands-on operational engagement and growth strategy. Howard Morin is frequently involved in seed-to-Series A financings, portfolio value creation, and go-to-market execution, with an emphasis on product-led growth, customer acquisition efficiency and long-term unit economics. Market-facing profile suited to venture and growth-stage allocations.
Investment Philosophy & Strategy
Pragmatic, operator-driven investor focused on seed to Series A software and healthcare-adjacent companies. Prefers product-led growth models where efficient customer acquisition and durable unit economics can be engineered through tight go-to-market playbooks. Deploys capital alongside active board/advisory engagement, prioritizing teams he can help scale operationally and optimize metrics. Time horizon is long-term growth with staged capital commitments tied to milestone-driven underwrite; risk discipline emphasizes unit-economics proof points, retention-driven growth, and clear paths to profitable scale.
Pragmatic, operator-driven investor focused on seed to Series A software and healthcare-adjacent companies. Prefers product-led growth models where efficient customer acquisition and durable unit economics can be engineered through tight go-to-market playbooks. Deploys capital alongside active board/advisory engagement, prioritizing teams he can help scale operationally and optimize metrics. Time horizon is long-term growth with staged capital commitments tied to milestone-driven underwrite; risk discipline emphasizes unit-economics proof points, retention-driven growth, and clear paths to profitable scale.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
22.18%
Gain -0.04%
Monthly
0.99%
Yearly
12.58%
Drawdown
13.65%
$123.61M
Equity
Holdings
$123.61M
Investment
$104.28M
$26.9M
Profit -$63,906.41
Realized
$7.57M
Unrealized
$19.33M
Dividends
$4.72M
Goals
Avg. 81.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$63,906.41
Win %
65%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$459,946.51
Win %
65%
This Month
Compared to last month
Gain
0.18%
Profit
$226,261.79
Win %
65%
This Year
Compared to last year
Gain
3.17%
Profit
$3.8M
Win %
67%
CORZW Core Scientific, Inc. Tranche 1 Warrants
+9.83%
+$37,624.4 
INTC Intel Corporation
+9.81%
+$91,093.92 
CIEN Ciena Corporation
+8.68%
+$19,202.44 
AMD Advanced Micro Devices, Inc.
+6.43%
+$21,766.3 
CORZ Core Scientific, Inc.
+5.67%
+$34,477.52 
VSAT Viasat Inc.
+4.84%
+$106,248.81 
TSLA Tesla, Inc.
+3.49%
+$18,384.24 
AMAT Applied Materials, Inc.
+3.46%
+$12,139.71 
AVGO Broadcom Inc.
+2.6%
+$12,075.08 
ORCL Oracle Corporation
+2.36%
+$32,730 
CAT Caterpillar Inc.
+1.66%
+$3,046.5 
XLU Utilities Select Sector SPDR Fund
+1.13%
+$2,186.86 
IDU iShares U.S. Utilities ETF
+1.03%
+$2,012.53 
URI United Rentals, Inc.
+0.91%
+$1,872.72 
XLE Energy Select Sector SPDR Fund
+0.88%
+$7,544.34 
CMI Cummins Inc.
+0.87%
+$2,177.28 
CVX Chevron Corporation
+0.75%
+$3,486.95 
DFAE Dimensional Emerging Core Equity Market ETF
+0.36%
+$8,313.86 
IEMG iShares Core MSCI Emerging Markets ETF
+0.35%
+$2,452.04 
FCT First Trust Senior Floating Rate Income Fund II
+0.31%
+$382.11 
GOOGL Alphabet Inc
+0.26%
+$2,199.21 
META Meta Platforms Inc Class A
+0.26%
+$1,613.38 
PSA Public Storage Common Stock
+0.26%
+$540.95 
XOM Exxon Mobil Corporation
+0.26%
+$1,163.99 
GOOG Alphabet Inc
+0.23%
+$4,819.62 
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.22%
+$1,385.84 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.17%
+$2,243.6 
MU Micron Technology, Inc.
+0.17%
+$770.64 
QQQ Invesco QQQ Trust, Series 1
+0.16%
+$6,033.16 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.16%
+$349.53 
QQQI Neos NASDAQ-100 High Income ETF
+0.13%
+$601.13 
ET Energy Transfer L.P.
+0.12%
+$395.45 
GDX VanEck Gold Miners ETF
+0.05%
+$176.2 
GS The Goldman Sachs Group, Inc.
+0.04%
+$167.48 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.03%
+$114.49 
JPIB JPMorgan International Bond ETF
+0.02%
+$287.36 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$1,708.61 
NJUL Innovator Growth 100 Power Buffer ETF
+0.02%
+$88.58 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$562.63 
WPC W. P. Carey Inc.
+0.01%
+$31.7 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.01%
+$45.67 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$327.63 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BKNG Booking Holdings Inc.
-6.22%
-$19,861.53 
INTU Intuit Inc.
-5.38%
-$30,872.5 
F Ford Motor Company
-3.18%
-$7,410.7 
ABBV AbbVie Inc.
-2.21%
-$6,634.23 
XLV Health Care Select Sector SPDR Fund
-1.94%
-$41,490.04 
NVDA NVIDIA Corporation
-1.88%
-$55,786.36 
HD The Home Depot, Inc.
-1.88%
-$7,748.53 
NFLX Netflix, Inc.
-1.86%
-$5,470.8 
V Visa Inc. Class A
-1.69%
-$6,573.43 
VHT Vanguard Health Care ETF
-1.56%
-$4,208.4 
MSFT Microsoft Corp.
-1.41%
-$164,371.18 
SIRI Sirius XM Holdings Inc.
-1.33%
-$13,752.58 
AAPL Apple Inc.
-1.23%
-$59,882 
WMT Walmart Inc.
-1.09%
-$4,884.05 
GLD SPDR Gold Shares
-1.07%
-$30,506.85 
IAU iShares Gold Trust
-1.05%
-$4,926.25 
SCHD Schwab U.S. Dividend Equity ETF
-1.02%
-$5,119.1 
GBCI Glacier Bancorp Inc.
-0.92%
-$7,490.6 
JPM JPMorgan Chase & Co.
-0.8%
-$3,561.68 
XLP Consumer Staples Select Sector SPDR Fund
-0.7%
-$11,414.14 
COST Costco Wholesale Corporation
-0.66%
-$5,669.37 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.65%
-$1,387.82 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.64%
-$2,153.88 
HDV iShares Core High Dividend ETF
-0.61%
-$4,336.38 
AMZN Amazon.com Inc
-0.6%
-$8,844.9 
VTV Vanguard Value ETF
-0.51%
-$9,107.25 
IJR iShares Core S&P Small-Cap ETF
-0.43%
-$5,585.58 
JEPI JPMorgan Equity Premium Income Fund
-0.38%
-$8,486.05 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.37%
-$753.06 
IVE ISHARES S&P 500 VALUE ETF
-0.37%
-$2,966.73 
DVY iShares Select Dividend ETF
-0.34%
-$3,893.98 
DFAI Dimensional International Core Equity Market ETF
-0.32%
-$1,147.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.32%
-$1,495.82 
IVV iShares Core S&P 500 ETF
-0.31%
-$15,887.3 
VOO Vanguard S&P 500 ETF
-0.31%
-$23,608.2 
CBZ CBIZ Inc.
-0.31%
-$2,431 
IEFA iShares Core MSCI EAFE ETF
-0.29%
-$13,621.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.28%
-$655.57 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$3,679.54 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$850.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.23%
-$5,097.84 
SPYI NEOS S&P 500 High Income ETF
-0.21%
-$711.85 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.2%
-$418.5 
VO Vanguard Mid-Cap ETF
-0.2%
-$763.95 
BA Boeing Company
-0.17%
-$595.59 
PAVE Global X U.S. Infrastructure Development ETF
-0.17%
-$463.12 
BRK-B Berkshire Hathaway Inc.
-0.16%
-$2,919.05 
FPE First Trust Preferred Securities and Income ETF
-0.14%
-$408.18 
INOV Innovator International Developed Power Buffer ETF – November
-0.13%
-$633.25 
IJUN Innovator International Developed Power Buffer ETF - June
-0.12%
-$256.8 
FTSL First Trust Senior Loan ETF
-0.12%
-$804.71 
IAPR Innovator International Developed Power Buffer ETF
-0.09%
-$197.52 
IXUS iShares Core International Stock ETF
-0.09%
-$271.66 
JCPB JPMorgan Core Plus Bond ETF
-0.08%
-$925.58 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.06%
-$176.5 
TLT iShares 20+ Year Treasury Bond ETF
-0.06%
-$725.3 
MUB iShares National Muni Bond ETF
-0.05%
-$297.66 
EVTR Eaton Vance Total Return Fund
-0.05%
-$616.35 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.04%
-$309.61 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.04%
-$286.6 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$282.42 
IGEB iShares Investment Grade Corporate Bond ETF
-0.02%
-$55.01 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$71.42 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.01%
-$42.34 Events
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Dividends
Dividend Analysis
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| Trades 617 | Longs Won 423/617 68% | Profit Factor 11.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $168,443.87 |
| Average Win $69,705.57 | Best Trade (Aug 13) $2.3M | Sharpe Ratio -10.77 |
| Average Loss -$13,305.93 | Worst Trade (Aug 26) -$505,580.92 | Z-Score 3.88 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 1d | Expectancy $43,604.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,259 | 8,333 | 7,407 | 6,481 | 5,556 | 4,630 | 3,704 | 2,778 | 1,852 | 926 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,160 | $3.8M | $4.79M | - | $994,481.85 | 26.2% | -1.234% |
| ABBV AbbVie Inc. | 1,168 | $211,864.78 | $292,911.04 | - | $81,046.26 | 38.25% | -2.215% |
| AMAT Applied Materials, Inc. | 772 | $264,323.04 | $363,175.82 | - | $98,852.78 | 37.4% | +3.458% |
| AMD Advanced Micro Devices, Inc. | 709 | $411,865 | $360,363.43 | - | -$51,501.57 | -12.5% | +6.428% |
| AMZN Amazon.com Inc | 5,688 | $1.24M | $1.46M | - | $218,141.43 | 17.54% | -0.602% |
| AVGO Broadcom Inc. | 1,297 | $417,388.88 | $476,271.37 | - | $58,882.49 | 14.11% | +2.601% |
| BA Boeing Company | 1,630 | $296,780.02 | $345,371.9 | - | $48,591.88 | 16.37% | -0.172% |
| BKNG Booking Holdings Inc. | 1,651 | $328,635.81 | $299,260.26 | - | -$29,375.55 | -8.94% | -6.224% |
| BRK-B Berkshire Hathaway Inc. | 3,695 | $1.76M | $1.87M | - | $104,864.14 | 5.95% | -0.156% |
| CAT Caterpillar Inc. | 225 | $239,440 | $186,183 | - | -$53,257 | -22.24% | +1.664% |
| CBZ CBIZ Inc. | 14,300 | $657,683 | $781,924 | - | $124,241 | 18.89% | -0.31% |
| CIEN Ciena Corporation | 689 | $268,309.48 | $240,371.43 | - | -$27,938.05 | -10.41% | +8.682% |
| CMI Cummins Inc. | 448 | $228,682 | $253,393.28 | - | $24,711.28 | 10.81% | +0.867% |
| CORZ Core Scientific, Inc. | 33,968 | $508,161 | $642,165.04 | - | $134,004.04 | 26.37% | +5.674% |
| CORZW Core Scientific, Inc. Tranche 1 Warrants | 34,204 | $302,888.6 | $420,367.16 | - | $117,478.56 | 38.79% | +9.83% |
| COST Costco Wholesale Corporation | 934 | $856,007.95 | $849,631.78 | - | -$6,376.17 | -0.74% | -0.663% |
| CVX Chevron Corporation | 2,221 | $336,291 | $466,787.57 | - | $130,496.57 | 38.8% | +0.753% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 5,983 | $247,916.29 | $332,714.63 | - | $84,798.34 | 34.2% | -0.643% |
| DFAE Dimensional Emerging Core Equity Market ETF | 57,337 | $1.84M | $2.33M | - | $490,334.81 | 26.59% | +0.357% |
| DFAI Dimensional International Core Equity Market ETF | 8,193 | $319,412.3 | $354,511.11 | - | $35,098.81 | 10.99% | -0.323% |
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FAQ
Which stocks have generated the highest profits for Howard Morin?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $1.69M, iShares Core MSCI EAFE ETF - $1.61M, SPDR Gold Shares - $880,500.9, JPMorgan Ultra-Short Income ETF - $872,076.22, and Goldman Sachs Access Treasury 0-1 Year ETF - $486,030.37. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: CBIZ Inc - $224,300, Salesforce Inc - $65,031.75, Tesla, Inc - $51,691.01, Johnson & Johnson - $13,811.01, and Advanced Micro Devices, Inc - $12,371.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Howard Morin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.72M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $821,049.72, Goldman Sachs Access Treasury 0-1 Year ETF - $462,713.39, Janus Henderson AAA CLO ETF - $409,216.18, JPMorgan Equity Premium Income Fund - $373,306.38, and iShares Core MSCI EAFE ETF - $364,669.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Howard Morin's monthly returns?
Howard Morin's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Howard Morin's strategy be considered aggressive or moderate?
Howard Morin's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Howard Morin's strategy?
Howard Morin's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
