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AAA 730 **1550 - New Portfolio
Luke D
AAA 730 **1550Individual Investor
Ranked #186,382 out of 744,106 TipRanks' Investors
Success Rate
28 out of 53
profitable transactions
profitable transactions
Average Return
20.16%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.21%
6-Month Return▲ 3.93%
12-Month Return▲ 8.73%
YTD Return▲ 4.39%
Total Return▲ 6.55%
Best Trade
Bio
Longterm things
Performance
14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 7.47%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.07%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.43%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.02%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.86%
Jun 2024
▼ 11.30%
▲ 1.33%
▲ 2.16%
Jul 2024
▲ 5.14%▲ 4.57%▲ 7.47%
▼ 1.87%▲ 1.59%▼ 2.07%
▲ 14.08%▲ 5.22%▲ 1.43%
▲ 5.05%▲ 3.27%▲ 2.02%
▼ 12.40%▼ 4.03%▼ 5.99%
▲ 11.46%▲ 5.06%▲ 6.34%
▼ 2.25%▲ 3.53%▲ 0.86%
▼ 11.30%▲ 1.33%▲ 2.16%
Recent Activity
Nvidia
8.97%
▲ 227.43%
5
Sell
Jun 06, 2024
Pagaya Technologies Ltd
1.26%
▲ 13.05%
1
Buy
Mar 15, 2024
Ares Capital
―
▲ 0.89%
4
Close
Mar 09, 2024
Sandoz Group Ltd Sponsored ADR
―
▲ 39.15%
2
Close
Mar 09, 2024
Kura Oncology
1.9%
▼ 9.76%
1
Buy
Mar 07, 2024
Exact Sciences
2.12%
▼ 27.58%
1
Buy
Mar 01, 2024
Nuveen Preferred & Income Term Fund
―
▼ 30.50%
6
Close
Feb 14, 2024
Zscaler
―
▲ 1.84%
4
Close
Jan 05, 2024
iShares Select Dividend ETF
―
▲ 13.00%
4
Close
Jan 05, 2024
Lockheed Martin
―
▲ 18.36%
4
Close
Nov 16, 2023
Diageo
―
▲ 3.50%
4
Close
Sep 15, 2023
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
―
▼ 27.27%
4
Close
Sep 12, 2023
QuantumScape
0.56%
▼ 50.46%
3
Buy
Aug 12, 2023
Nio
0.38%
▼ 61.12%
3
Buy
Aug 12, 2023
Rivian Automotive
1.02%
▼ 53.40%
3
Buy
Aug 12, 2023
Meta Platforms
6.67%
▲ 14.38%
9
Buy
Aug 12, 2023
Novartis
3.49%
▲ 9.51%
3
Buy
Aug 12, 2023
Bristol-Myers Squibb
1.88%
▲ 8.34%
3
Buy
Aug 12, 2023
Microsoft
13.33%
▲ 150.59%
5
Buy
Aug 12, 2023
PepsiCo
7.81%
▲ 25.34%
3
Buy
Aug 12, 2023