Custodian UTMA/UGMA -8806 - New Portfolio

D133DD57

Custodian UTMA/UGMA -8806
Individual Investor
Ranked #315,802 out of 755,539 TipRanks' Investors
Success Rate
50%
1 out of 2
profitable transactions
Average Return
16.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.12%
6-Month Return▲ 27.21%
12-Month Return▲ 6.08%
YTD Return▲ 1.25%
Total Return▲ 20.30%

Best Trade

Opened at
Closed at-
Gain▲ 50.11%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.01%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 8.95%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 2.28%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 10.51%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 11.74%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.13%
Aug 2024
▼ 12.37%
▼ 4.14%
▼ 2.45%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.01%
▲ 5.05%▲ 3.27%▼ 8.95%
▼ 12.40%▼ 4.03%▲ 2.28%
▲ 11.46%▲ 5.06%▲ 4.98%
▼ 2.25%▲ 3.53%▲ 10.51%
▲ 25.76%▲ 1.21%▲ 11.74%
▼ 4.21%▲ 2.34%▼ 2.13%
▼ 12.37%▼ 4.14%▼ 2.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
41.66%
▲ 50.11%
1
Buy
May 13, 2022
Tesla
58.34%
▼ 17.85%
1
Buy
May 13, 2022