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****3138 - New Portfolio

PerformancePortfolio Details

Mat

****3138
Individual Investor
Ranked #591,298 out of 783,619 TipRanks' Investors
Success Rate
67%
39 out of 58
profitable transactions
Average Return
-1.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.70%
6-Month Return▲ 18.71%
12-Month Return▲ 20.81%
YTD Return▲ 7.70%
Total Return▼ 7.83%

Best Trade

AssetWisdomTree ... (WCLD)
Opened at
Closed at-
Gain▲ 33.25%

Bio

Value

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 7.18%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.86%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.95%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.05%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.06%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.19%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 7.70%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 7.18%
▲ 8.13%▲ 1.21%▲ 1.86%
▼ 13.14%▲ 2.34%▼ 0.63%
▲ 2.93%▲ 2.10%▲ 2.95%
▲ 9.99%▼ 0.89%▲ 2.05%
▲ 26.04%▲ 5.96%▲ 9.06%
▲ 5.93%▼ 2.41%▼ 3.19%
▲ 3.19%▲ 2.68%▲ 7.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SWN
Southwestern Energy
―
▲ 4.88%
4
Close
Sep 30, 2024
EXE
Expand Energy
11.76%
▲ 24.89%
1
Buy
Sep 30, 2024
MRK
Merck & Company
42.23%
▲ 5.88%
4
Sell
Jun 28, 2022
NWL
Newell Brands
8.61%
▼ 41.64%
3
Sell
Jun 28, 2022
FXN
First Trust Energy AlphaDEX Fund
13.63%
▲ 11.65%
3
Buy
Jun 28, 2022
IHS
IHS Holding
4.63%
▼ 66.97%
3
Sell
Jun 28, 2022
CHIQ
Global X MSCI China Consumer Discretionary ETF
3.74%
▼ 16.27%
1
Buy
Jun 27, 2022
BUG
Global X Cybersecurity ETF
5.93%
▲ 31.30%
1
Buy
Jun 27, 2022
BTU
Peabody Energy Comm
―
▼ 10.70%
5
Close
Jun 24, 2022
TTD
Trade Desk
―
▲ 4.38%
2
Sell
Jun 24, 2022
JHMH
John Hancock Multifactor Healthcare ETF
―
▲ 4.38%
2
Sell
Jun 24, 2022
DXJ
WisdomTree Japan Hedged Equity Fund
―
▼ 1.20%
2
Close
Jun 24, 2022
CHIE
Global X MSCI China Energy ETF
―
▼ 1.07%
2
Close
Jun 24, 2022
METV
Roundhill Ball Metaverse ETF
―
▲ 3.68%
2
Sell
Jun 24, 2022
LEU
Centrus Energy
―
▼ 4.39%
2
Sell
Jun 24, 2022
ARKG
ARK Genomic Revolution ETF
―
▲ 10.76%
2
Sell
Jun 24, 2022
WCLD
WisdomTree Cloud Computing Fund
8.77%
▲ 33.25%
1
Buy
Jun 24, 2022
MRO
Marathon Oil
―
▼ 7.79%
2
Close
Jun 22, 2022
FCG
First Trust Natural Gas ETF
―
▼ 16.24%
3
Close
Jun 17, 2022
SPLG
SPDR Portfolio S&P 500 ETF
―
▼ 2.51%
2
Close
Jun 17, 2022