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:
20.9%
Gain -0.03%
Monthly
0.87%
Yearly
11.03%
Drawdown
13.65%
$114.71M
Equity
Holdings
$114.71M
Investment
$98.51M
$25.6M
Profit -$38,703.51
Realized
$9.38M
Unrealized
$16.23M
Dividends
$4.94M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$38,703.51
Win %
59%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$309,995.87
Win %
59%
This Month
Compared to last month
Gain
-0.28%
Profit
-$319,527.48
Win %
59%
This Year
Compared to last year
Gain
-0.31%
Profit
-$351,902.09
Win %
62%
VSAT Viasat Inc.
+4.19%
+$72,000.5 
GBCI Glacier Bancorp Inc.
+3.96%
+$31,704.4 
CVX Chevron Corporation
+2.88%
+$11,688.7 
XOM ExxonMobil Holdings Corporation
+2.79%
+$13,970.67 
XLE State Street Energy Select Sector SPDR ETF
+2.6%
+$21,604 
MU Micron Technology Inc.
+2.47%
+$9,208.29 
ET Energy Transfer LP
+1.84%
+$5,617.72 
INTC Intel Corporation
+1.73%
+$13,883.88 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.49%
+$2,919.84 
MSFT Microsoft Corporation Common Stock
+0.66%
+$71,210.23 
ORCL Oracle Corporation
+0.49%
+$5,394 
AMAT Applied Materials Inc.
+0.44%
+$1,283.18 
BA The Boeing Company
+0.43%
+$1,303.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.4%
+$2,493.6 
DFAE Dimensional Emerging Core Equity Market ETF
+0.33%
+$7,196.52 
SIRI Sirius XM Holdings Inc.
+0.33%
+$2,773.89 
MUB iShares National Muni Bond ETF
+0.18%
+$1,167.36 
ABBV AbbVie Inc.
+0.14%
+$482.17 
CBZ CBIZ, Inc.
+0.09%
+$405 
LMBS First Trust Low Duration Opportunities ETF
+0.06%
+$613.38 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$219.45 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+0.02%
+$39.91 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.02%
+$209.82 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$337.25 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
PAPR Innovator U.S. Equity Power Buffer ETF - April
0%
$0 
QQQI NEOS Nasdaq-100 High Income ETF
0%
$0 
INTU Intuit Inc.
-3.24%
-$20,004.38 
F Ford Motor Co.
-2.85%
-$5,421.3 
HD The Home Depot, Inc.
-2.47%
-$10,282.39 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.92%
-$36,025.52 
GDX VanEck Gold Miners ETF
-1.82%
-$5,250.76 
NFLX Netflix Inc.
-1.76%
-$5,431.55 
GS The Goldman Sachs Group, Inc.
-1.75%
-$5,951.22 
V Visa Inc. Class A
-1.52%
-$6,484.33 
JPM JPMorgan Chase & Co.
-1.49%
-$4,558.64 
COST Costco Wholesale Corp
-1.46%
-$13,803.04 
GOOGL Alphabet Inc
-1.24%
-$5,830.54 
XLV State Street Health Care Select Sector SPDR ETF
-1.11%
-$25,548.96 
VHT Vanguard Health Care ETF
-1.11%
-$3,140.66 
GOOG Alphabet Inc
-1.1%
-$17,086.18 
URI United Rentals Inc.
-1.09%
-$2,488.7 
WMT Walmart Inc.
-1.03%
-$5,870 
WPC W. P. Carey Inc.
-0.99%
-$2,046.72 
META Meta Platforms Inc Class A
-0.96%
-$2,928.1 
AMZN Amazon.com Inc
-0.95%
-$11,880.96 
DVY iShares Select Dividend ETF
-0.91%
-$10,090.64 
PAVE Global X U.S. Infrastructure Development ETF
-0.9%
-$2,600.98 
BRK-B Berkshire Hathaway Inc.
-0.87%
-$15,420.28 
JEPI JPMorgan Equity Premium Income ETF
-0.77%
-$16,439.28 
CORZ Core Scientific, Inc.
-0.76%
-$3,396.8 
CIEN Ciena Corp.
-0.74%
-$1,639.82 
IAU iShares Gold Trust
-0.67%
-$2,780.01 
VTV Vanguard Morningstar Value ETF
-0.66%
-$11,881.5 
GLD SPDR Gold Shares
-0.65%
-$15,188.45 
TSLA Tesla, Inc.
-0.63%
-$3,339.33 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.61%
-$2,168.5 
NVDA NVIDIA Corporation
-0.59%
-$10,156.25 
IVE iShares S&P 500 Value ETF
-0.56%
-$4,611.6 
IVV iShares Core S&P 500 ETF
-0.54%
-$27,430.91 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.53%
-$2,482.56 
VOO Vanguard S&P 500 ETF
-0.53%
-$40,804.68 
IVW iShares S&P 500 Growth ETF
-0.53%
-$11,016 
VTI Vanguard Total Stock Market ETF
-0.5%
-$1,128.33 
VBR Vanguard Small-Cap Value ETF
-0.5%
-$1,047.86 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.5%
-$6,532.1 
INOV Innovator International Developed Power Buffer ETF - November
-0.49%
-$2,268.3 
IEFA iShares Core MSCI EAFE ETF
-0.49%
-$22,994.28 
TLT iShares 20+ Year Treasury Bond ETF
-0.49%
-$4,456.4 
AVGO Broadcom Inc.
-0.48%
-$2,029.56 
DFAI Dimensional International Core Equity Market ETF
-0.48%
-$1,645.8 
SCHB Schwab U.S. Broad Market ETF
-0.48%
-$1,490.02 
SPYI NEOS S&P 500 High Income ETF
-0.43%
-$1,549.28 
CMI Cummins Inc.
-0.41%
-$954.24 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.39%
-$1,256.43 
SCHD Schwab U.S. Dividend Equity ETF
-0.37%
-$1,996.93 
IJR iShares Core S&P Small-Cap ETF
-0.31%
-$3,405.17 
IAPR Innovator International Developed Power Buffer ETF - April
-0.3%
-$653.9 
HDV iShares Core High Dividend ETF
-0.29%
-$2,136.78 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.29%
-$1,278.9 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.28%
-$755.28 
IJUN Innovator International Developed Power Buffer ETF - June
-0.27%
-$536.71 
IGEB iShares Investment Grade Systematic Bond ETF
-0.26%
-$3,967.73 
EVTR Eaton Vance Total Return Bond ETF
-0.26%
-$1,499.68 
VXUS Vanguard Total International Stock ETF
-0.24%
-$741.6 
IBIT iShares Bitcoin Trust ETF
-0.22%
-$460.2 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.2%
-$418.5 
JPIB JPMorgan International Bond Opportunities ETF
-0.19%
-$2,446.74 
IXUS iShares Core MSCI Total International Stock ETF
-0.18%
-$561.17 
FPE First Trust Preferred Securities and Income ETF
-0.18%
-$497.4 
CORZW Core Scientific, Inc. Tranche 1 Warrants
-0.15%
-$342.04 
AAPL Apple Inc.
-0.14%
-$5,136.12 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.12%
-$488.73 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$668.75 
TOTL State Street DoubleLine Total Return Tactical ETF
-0.08%
-$257.16 
FTSL First Trust Senior Loan Fund
-0.07%
-$445.53 
EJUL Innovator Emerging Markets Power Buffer ETF - July
-0.07%
-$415.68 
HYD VanEck High Yield Muni ETF
-0.04%
-$97.56 
JPST JPMorgan Ultra-Short Income ETF
-0.04%
-$3,422.56 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.04%
-$286.6 
NJUL Innovator Nasdaq-100 Power Buffer ETF - July
-0.02%
-$80.9 
QQQ Invesco QQQ Trust, Series 1
-0.01%
-$375.9 Events
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Dividends
Dividend Analysis
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| Trades 705 | Longs Won 456/705 64% | Profit Factor 8.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $152,561.4 |
| Average Win $63,859.19 | Best Trade (Oct 24) $1.67M | Sharpe Ratio -10.74 |
| Average Loss -$14,122.4 | Worst Trade (Oct 24) -$607,620.36 | Z-Score 2.01 (95.58%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $36,316.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,376 | $2.6M | $3.61M | - | $1.01M | 38.86% | -0.142% |
| ABBV AbbVie Inc. | 1,176 | $213,957.24 | $335,865.61 | - | $121,908.37 | 56.98% | +0.144% |
| AMAT Applied Materials Inc. | 773 | $264,834.36 | $291,606.51 | - | $26,772.15 | 10.11% | +0.442% |
| AMZN Amazon.com Inc | 4,992 | $1.09M | $1.24M | - | $147,290.62 | 13.5% | -0.951% |
| AVGO Broadcom Inc. | 1,301 | $418,793.94 | $418,505.68 | - | -$288.26 | -0.07% | -0.483% |
| BA The Boeing Company | 1,629 | $296,603.01 | $306,822.15 | - | $10,219.14 | 3.45% | +0.427% |
| BRK-B Berkshire Hathaway Inc. | 3,226 | $1.55M | $1.75M | - | $199,672.61 | 12.89% | -0.874% |
| CBZ CBIZ, Inc. | 8,100 | $325,980 | $445,014 | - | $119,034 | 36.52% | +0.091% |
| CIEN Ciena Corp. | 689 | $268,309.48 | $220,659.14 | - | -$47,650.34 | -17.76% | -0.738% |
| CMI Cummins Inc. | 448 | $228,682 | $231,795.2 | - | $3,113.2 | 1.36% | -0.41% |
| CORZ Core Scientific, Inc. | 33,968 | $508,161 | $444,980.8 | - | -$63,180.2 | -12.43% | -0.758% |
| CORZW Core Scientific, Inc. Tranche 1 Warrants | 34,204 | $302,888.6 | $221,641.92 | - | -$81,246.68 | -26.82% | -0.154% |
| COST Costco Wholesale Corp | 927 | $849,594.95 | $930,077.65 | - | $80,482.7 | 9.47% | -1.462% |
| CVX Chevron Corporation | 1,790 | $273,855.37 | $417,445.9 | - | $143,590.53 | 52.43% | +2.881% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 5,983 | $247,916.29 | $324,817.07 | - | $76,900.78 | 31.02% | -0.385% |
| DFAE Dimensional Emerging Core Equity Market ETF | 59,971 | $1.95M | $2.2M | - | $251,453.06 | 12.91% | +0.328% |
| DFAI Dimensional International Core Equity Market ETF | 8,229 | $320,903.83 | $339,117.09 | - | $18,213.26 | 5.68% | -0.483% |
| DVY iShares Select Dividend ETF | 6,818 | $897,363.27 | $1.1M | - | $202,107.41 | 22.52% | -0.909% |
| EJUL Innovator Emerging Markets Power Buffer ETF - July | 20,784 | $516,817.45 | $620,194.56 | - | $103,377.11 | 20% | -0.067% |
| ET Energy Transfer LP | 15,391 | $297,867.67 | $311,590.79 | - | $13,723.12 | 4.61% | +1.836% |
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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 - $1.71M, iShares Core MSCI EAFE ETF - $1.61M, SPDR Gold Shares - $969,554.7, JPMorgan Ultra-Short Income ETF - $872,076.22, and NVIDIA Corporation - $780,567.24. 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 - $216,925, Salesforce, Inc - $65,031.75, Tesla, Inc - $55,564.12, JPMorgan Core Plus Bond ETF - $42,162.21, and Booking Holdings Inc - $27,649.07. 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 $4.94M 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 - $462,702.13, Janus Henderson AAA CLO ETF - $422,452.63, JPMorgan Equity Premium Income ETF - $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.
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