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Custodian UTMA/UGMA -8806 - New Portfolio
D133DD57
Custodian UTMA/UGMA -8806Individual Investor
Ranked #268,774 out of 797,087 TipRanks' Investors
Success Rate
2 out of 2
profitable transactions
profitable transactions
Average Return
26.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.92%
6-Month Return▲ 1.77%
12-Month Return▲ 54.06%
YTD Return▼ 20.92%
Total Return▲ 42.77%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 11.79%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.11%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 21.38%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 11.35%
Dec 2024
▲ 6.04%
▲ 2.69%
▼ 1.26%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 13.55%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.25%
Mar 2025
▲ 3.87%
▼ 1.56%
▲ 2.09%
Apr 2025
▲ 2.92%▲ 2.10%▲ 11.79%
▲ 10.00%▼ 0.89%▼ 3.11%
▲ 25.97%▲ 5.96%▲ 21.38%
▲ 5.39%▼ 2.41%▲ 11.35%
▲ 6.04%▲ 2.69%▼ 1.26%
▼ 12.86%▼ 1.27%▼ 13.55%
▼ 1.80%▼ 5.57%▼ 9.25%
▲ 3.87%▼ 1.56%▲ 2.09%
Recent Activity
Apple
33.36%
▲ 42.26%
1
Buy
May 13, 2022
Tesla
66.64%
▲ 11.08%
1
Buy
May 13, 2022