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New Portfolio - New Portfolio

A

New Portfolio
Individual Investor
Not Ranked
Ranked #― out of 775,913 TipRanks' Investors
Success Rate
100%
1 out of 1
profitable transactions
Average Return
5.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.70%
6-Month Return▲ 10.53%
12-Month Return▲ 24.18%
YTD Return▲ 25.19%
Total Return▲ 5.15%

Best Trade

Opened at
Closed at-
Gain▲ 5.18%

Bio

my portfolio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 6.47%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.45%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 5.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.53%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.43%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.01%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 22.11%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.21%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 6.47%
▼ 2.25%▲ 3.53%▼ 4.45%
▲ 25.71%▲ 1.21%▼ 5.21%
▼ 4.22%▲ 2.34%▼ 3.53%
▲ 7.82%▲ 2.10%▲ 6.43%
▲ 5.38%▼ 0.89%▲ 0.01%
▲ 43.22%▲ 5.96%▲ 22.11%
▲ 3.34%▼ 1.56%▼ 4.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
100%
▲ 5.18%
1
Open
Jun 05, 2022