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:
5.52%
Gain
Monthly
0.29%
Yearly
3.54%
Drawdown
13.7%
$113.79M
Equity
Holdings
$113.79M
Investment
$97.63M
$23.12M
Profit -$855,910.98
Realized
$6.96M
Unrealized
$16.17M
Dividends
$4.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$855,910.98
Win %
73%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$731,117.67
Win %
73%
This Month
Compared to last month
Gain
0.05%
Profit
$59,909.89
Win %
73%
This Year
Compared to last year
Gain
8.62%
Profit
$9.03M
Win %
74%
VSAT Viasat Inc.
+1.89%
+$38,627.4 
ABBV AbbVie Inc.
+1.87%
+$5,545.4 
XOM Exxon Mobil Corporation
+1.28%
+$5,252.83 
CVX Chevron Corporation
+1.24%
+$5,041.08 
WPC W. P. Carey Inc.
+1.05%
+$2,501.14 
WMT Walmart Inc.
+1.01%
+$4,967.12 
XLE Energy Select Sector SPDR Fund
+0.83%
+$5,240.2 
ORCL Oracle Corporation
+0.81%
+$6,807.87 
ET Energy Transfer L.P.
+0.74%
+$2,404.95 
HDV iShares Core High Dividend ETF
+0.74%
+$5,027.1 
IAU iShares Gold Trust
+0.69%
+$2,622.36 
GLD SPDR Gold Shares
+0.69%
+$17,626.44 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$11,755.15 
XLU Utilities Select Sector SPDR Fund
+0.6%
+$1,212.2 
JPM JPMorgan Chase & Co.
+0.57%
+$2,440.83 
TLT iShares 20+ Year Treasury Bond ETF
+0.57%
+$6,666.24 
XLV Health Care Select Sector SPDR Fund
+0.54%
+$11,029.79 
XLP Consumer Staples Select Sector SPDR Fund
+0.52%
+$8,291.68 
IDU iShares U.S. Utilities ETF
+0.45%
+$931.87 
DVY iShares Select Dividend ETF
+0.39%
+$4,350.39 
F Ford Motor Company
+0.39%
+$876.15 
SCHD Schwab U.S. Dividend Equity ETF
+0.24%
+$994 
VTV Vanguard Value ETF
+0.24%
+$4,158.38 
COST Costco Wholesale Corporation
+0.18%
+$1,620.48 
EVTR Eaton Vance Total Return Fund
+0.17%
+$900.58 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.16%
+$947.25 
AAPL Apple Inc.
+0.15%
+$7,962.98 
IGEB iShares Investment Grade Corporate Bond ETF
+0.13%
+$1,567.38 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.13%
+$418.4 
LMBS First Trust Low Duration Opportunities ETF
+0.09%
+$938.75 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.09%
+$343.68 
CBZ CBIZ Inc.
+0.05%
+$196 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.04%
+$1,346.24 
FTSL First Trust Senior Loan ETF
+0.03%
+$234.04 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$2,491.66 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$602.06 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$85.1 
NFLX Netflix, Inc.
-9.17%
-$25,731.86 
META Meta Platforms Inc Class A
-5.47%
-$55,406.76 
AMAT Applied Materials, Inc.
-5.47%
-$23,646.57 
CORZW Core Scientific, Inc. Tranche 1 Warrants
-4.46%
-$15,731.2 
CIEN Ciena Corporation
-3.32%
-$8,801.92 
TSLA Tesla, Inc.
-2.85%
-$16,632.02 
CORZ Core Scientific, Inc.
-2.81%
-$20,041.12 
MSFT Microsoft Corp.
-2.73%
-$263,817.17 
BKNG Booking Holdings Inc.
-2.67%
-$8,249.37 
GOOGL Alphabet Inc
-2.33%
-$20,344.2 
GOOG Alphabet Inc
-2.32%
-$50,602.2 
V Visa Inc. Class A
-1.98%
-$7,485.09 
NVDA NVIDIA Corporation
-1.96%
-$58,485.9 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$11,782.15 
DFAE Dimensional Emerging Core Equity Market ETF
-1.91%
-$38,858.55 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$61,701.11 
GS The Goldman Sachs Group, Inc.
-1.7%
-$7,317.67 
QQQI Neos NASDAQ-100 High Income ETF
-1.66%
-$5,614.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.57%
-$33,374.32 
AVGO Broadcom Inc.
-1.54%
-$15,884.81 
SIRI Sirius XM Holdings Inc.
-1.54%
-$32,026.08 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.52%
-$18,776.7 
EJUL Innovator Emerging Markets Power Buffer ETF - July
-1.29%
-$7,855.77 
IXUS iShares Core International Stock ETF
-1.12%
-$3,320.1 
NJUL Innovator Growth 100 Power Buffer ETF
-1.11%
-$4,960.2 
IVV iShares Core S&P 500 ETF
-0.89%
-$44,212.85 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.87%
-$11,965.03 
GBCI Glacier Bancorp Inc.
-0.87%
-$8,274.5 
VOO Vanguard S&P 500 ETF
-0.87%
-$62,337.93 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.86%
-$3,046.08 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$2,368.35 
IEFA iShares Core MSCI EAFE ETF
-0.82%
-$35,019.91 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$9,799.44 
SPYI NEOS S&P 500 High Income ETF
-0.75%
-$2,165.6 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$2,146.5 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.61%
-$1,974.99 
GDX VanEck Gold Miners ETF
-0.55%
-$1,381.06 
AMZN Amazon.com Inc
-0.46%
-$6,633.2 
INOV Innovator International Developed Power Buffer ETF – November
-0.45%
-$2,270.09 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.42%
-$3,009.3 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$6,986.63 
IAPR Innovator International Developed Power Buffer ETF
-0.32%
-$690.66 
HD The Home Depot, Inc.
-0.29%
-$1,327.02 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.29%
-$762.5 
PAVE Global X U.S. Infrastructure Development ETF
-0.28%
-$786.4 
CMI Cummins Inc.
-0.28%
-$801.92 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.26%
-$1,096.2 
VO Vanguard Mid-Cap ETF
-0.22%
-$766.5 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.21%
-$1,592.28 
FCT First Trust Senior Floating Rate Income Fund II
-0.1%
-$124.04 
JPIB JPMorgan International Bond ETF
-0.08%
-$716.44 
MUB iShares National Muni Bond ETF
-0.07%
-$263.13 
BA Boeing Company
-0.07%
-$228.48 
FPE First Trust Preferred Securities and Income ETF
-0.03%
-$80.46 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$78.69 Events
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Dividends
Dividend Analysis
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| Trades 522 | Longs Won 367/522 70% | Profit Factor 11.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $162,509.04 |
| Average Win $69,173.18 | Best Trade (Jul 10) $1.95M | Sharpe Ratio -10.3 |
| Average Loss -$14,608.48 | Worst Trade (Jul 17) -$616,445.58 | Z-Score 3.63 (99.97%) |
| Commissions $0 | Avg. Trade Length 9m 2w 5d | Expectancy $44,295.48 |
| 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 | 7,813 | 7,031 | 6,250 | 5,469 | 4,688 | 3,906 | 3,125 | 2,344 | 1,563 | 781 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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