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Custodian UTMA/UGMA -8806 - New Portfolio
D133DD57
Custodian UTMA/UGMA -8806Individual Investor
Ranked #347,777 out of 791,381 TipRanks' Investors
Success Rate
1 out of 2
profitable transactions
profitable transactions
Average Return
20.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 19.70%
6-Month Return▲ 3.81%
12-Month Return▲ 36.70%
YTD Return▼ 27.42%
Total Return▲ 31.04%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 2.13%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 11.79%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.11%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 21.38%
Nov 2024
▲ 5.75%
▼ 2.41%
▲ 11.35%
Dec 2024
▲ 5.32%
▲ 2.69%
▼ 1.26%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 13.55%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 14.97%
Mar 2025
▼ 13.14%▲ 2.34%▼ 2.13%
▲ 2.93%▲ 2.10%▲ 11.79%
▲ 10.00%▼ 0.89%▼ 3.11%
▲ 26.01%▲ 5.96%▲ 21.38%
▲ 5.75%▼ 2.41%▲ 11.35%
▲ 5.32%▲ 2.69%▼ 1.26%
▼ 12.86%▼ 1.27%▼ 13.55%
▼ 2.15%▼ 5.65%▼ 14.97%
Recent Activity
Apple
39.5%
▲ 50.12%
1
Buy
May 13, 2022
Tesla
60.5%
▼ 10.12%
1
Buy
May 13, 2022