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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #434,986 out of 747,696 TipRanks' Investors
Success Rate
50%
46 out of 93
profitable transactions
Average Return
-1.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.34%
6-Month Return▲ 47.57%
12-Month Return▲ 116.18%
YTD Return▲ 54.85%
Total Return▲ 55.47%

Best Trade

Opened at
Closed at
Gain▲ 325.15%

Bio

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 12.85%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 9.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 15.41%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 12.83%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 12.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 14.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.09%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 15.01%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 12.85%
▼ 1.87%▲ 1.59%▲ 9.16%
▲ 14.08%▲ 5.22%▲ 15.41%
▲ 5.05%▲ 3.27%▲ 12.83%
▼ 12.40%▼ 4.03%▼ 12.52%
▲ 11.46%▲ 5.06%▲ 14.08%
▼ 2.25%▲ 3.53%▼ 5.09%
▲ 29.87%▲ 0.88%▲ 15.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Inrad Optics
▼ 19.26%
2
Close
Jul 01, 2024
Cemex SAB
▲ 32.98%
2
Close
Apr 07, 2024
Permian Resources
▲ 325.15%
2
Close
Apr 07, 2024
Argan
5.81%
▲ 60.55%
2
Buy
Apr 07, 2024
Hyster-Yale Materials Handling
6.83%
▲ 33.21%
2
Buy
Apr 07, 2024
Northeast Community Bancorp
0.82%
▲ 32.99%
2
Buy
Apr 07, 2024
Sono-Tek
0.36%
▼ 16.00%
2
Buy
Apr 07, 2024
Astronics
17.04%
▲ 33.48%
2
Buy
Apr 07, 2024
Bioceres Crop Solutions
0.81%
▼ 10.68%
3
Buy
Apr 07, 2024
Newtek Business
0.82%
▲ 16.21%
2
Buy
Apr 07, 2024
PT Bank Mandiri (Persero) Tbk
0.9%
▼ 5.49%
2
Buy
Apr 07, 2024
Microstrategy
▲ 116.28%
2
Close
Apr 07, 2024
Corporacion America Airports SA
0.64%
▼ 3.41%
1
Open
Apr 07, 2024
Open Text
1.16%
▼ 15.09%
1
Open
Apr 07, 2024
Sylogist
0.42%
▲ 8.67%
1
Open
Apr 07, 2024
StoneX Group
3.05%
▲ 21.83%
1
Open
Apr 07, 2024
Security National Financial
1.51%
▲ 14.04%
1
Open
Apr 07, 2024
Lincoln National
0.18%
▲ 21.66%
2
Sell
Mar 31, 2024
Jackson Financial Incorporation
0.47%
▲ 66.19%
2
Sell
Mar 31, 2024
Digimarc
0.63%
▲ 5.80%
2
Buy
Mar 31, 2024