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New Portfolio - New Portfolio

59779A76

New Portfolio
Individual Investor
Ranked #17,570 out of 793,704 TipRanks' Investors
Success Rate
77%
59 out of 77
profitable transactions
Average Return
44.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.53%
6-Month Return▲ 4.39%
12-Month Return▲ 14.26%
YTD Return▼ 0.58%
Total Return▲ 57.14%

Best Trade

Opened at
Closed at-
Gain▲ 575.29%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.64%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.91%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.50%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.64%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 1.13%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 2.84%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.26%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 4.53%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.64%
▲ 2.93%▲ 2.10%▲ 2.91%
▲ 10.00%▼ 0.89%▼ 0.50%
▲ 26.01%▲ 5.96%▲ 6.64%
▲ 5.34%▼ 2.41%▼ 1.13%
▲ 5.88%▲ 2.69%▲ 2.84%
▼ 12.86%▼ 1.27%▲ 1.26%
▲ 5.30%▼ 4.02%▼ 4.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ansys
0%
▼ 6.72%
1
Open
Dec 06, 2024
Chipotle
▼ 6.50%
2
Close
Aug 08, 2024
Kenvue, Inc.
▼ 12.06%
2
Close
Aug 01, 2024
Nvidia
1.53%
▲ 282.16%
2
Buy
Jun 12, 2024
Delta Air Lines
▲ 52.01%
3
Close
May 07, 2024
Saia
▲ 29.96%
2
Close
Feb 23, 2024
Advanced Micro Devices
0.16%
▼ 39.58%
1
Open
Feb 23, 2024
Alphabet Class A
0.55%
▲ 9.10%
2
Buy
Jan 25, 2024
Amgen
▼ 3.42%
3
Close
Nov 02, 2023
iShares Core S&P Small Cap ETF
▼ 7.18%
3
Close
Nov 02, 2023
Ross Stores
▲ 14.86%
3
Close
Nov 02, 2023
CH Robinson
▲ 7.88%
3
Close
Apr 30, 2023
Medtronic
▲ 11.03%
4
Close
Apr 30, 2023
Gilead Sciences
▲ 1.29%
3
Close
Feb 03, 2023
Harley-Davidson
▲ 8.19%
3
Close
Feb 03, 2023
Micron
▲ 3.70%
3
Close
Feb 03, 2023
Apple
19.53%
▲ 51.31%
2
Buy
Nov 23, 2022
Meta Platforms
13.37%
▲ 434.72%
2
Buy
Nov 23, 2022
Home Depot
2.44%
▲ 23.14%
2
Buy
Nov 23, 2022
Costco
4.11%
▲ 86.68%
2
Buy
Nov 23, 2022