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Custodian UTMA/UGMA -8806 - New Portfolio

D133DD57

Custodian UTMA/UGMA -8806
Individual Investor
Ranked #268,605 out of 775,913 TipRanks' Investors
Success Rate
100%
2 out of 2
profitable transactions
Average Return
68.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.43%
6-Month Return▲ 69.90%
12-Month Return▲ 52.25%
YTD Return▲ 53.87%
Total Return▲ 82.84%

Best Trade

Opened at
Closed at-
Gain▲ 72.99%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 10.51%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 11.74%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.13%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 11.79%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.11%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 21.38%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 12.77%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.98%
▼ 2.25%▲ 3.53%▲ 10.51%
▲ 25.71%▲ 1.21%▲ 11.74%
▼ 4.22%▲ 2.34%▼ 2.13%
▲ 7.82%▲ 2.10%▲ 11.79%
▲ 5.38%▼ 0.89%▼ 3.11%
▲ 43.22%▲ 5.96%▲ 21.38%
▲ 3.34%▼ 1.56%▲ 12.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
29.18%
▲ 72.99%
1
Buy
May 13, 2022
Tesla
70.82%
▲ 64.14%
1
Buy
May 13, 2022