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Fund Portfolio - New Portfolio

Petr Royce

Fund Portfolio
Individual Investor
Ranked #74,750 out of 747,046 TipRanks' Investors
Success Rate
69%
86 out of 124
profitable transactions
Average Return
7.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.13%
6-Month Return▲ 20.75%
12-Month Return▲ 10.69%
YTD Return▲ 11.44%
Total Return▼ 7.93%

Best Trade

Opened at
Closed at
Gain▲ 154.27%

Bio

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▲ 15.34%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 8.57%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.14%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.97%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.02%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.28%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 6.65%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 15.34%
▼ 1.87%▲ 1.59%▼ 8.57%
▲ 14.08%▲ 5.22%▲ 11.14%
▲ 5.05%▲ 3.27%▲ 1.97%
▼ 12.40%▼ 4.03%▼ 4.47%
▲ 11.46%▲ 5.06%▲ 8.02%
▼ 2.25%▲ 3.53%▼ 2.28%
▲ 24.01%▲ 3.79%▲ 6.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GameStop
2.99%
▲ 52.68%
3
Open
May 16, 2024
PayPal Holdings
▲ 5.77%
5
Close
May 15, 2024
WH Smith
▲ 1.16%
2
Close
May 15, 2024
AFLAC
▲ 13.46%
2
Close
Apr 17, 2024
Palo Alto Networks
7.06%
▲ 9.70%
1
Open
Feb 26, 2024
Alibaba
8.31%
▲ 1.22%
3
Open
Feb 06, 2024
Udemy Inc
▲ 41.22%
2
Close
Feb 06, 2024
Oatly Group
▲ 58.39%
2
Close
Jan 04, 2024
Tilray
20.59%
▼ 17.03%
1
Open
Jan 04, 2024
Rivian Automotive
1.83%
▼ 27.77%
1
Open
Dec 16, 2023
Toast Inc
20.47%
▲ 48.98%
12
Buy
Dec 12, 2023
DraftKings
▲ 154.27%
2
Close
Dec 06, 2023
888 Holdings
5.16%
▼ 3.78%
5
Buy
Dec 01, 2023
Lucid Group
▼ 0.57%
2
Close
Oct 16, 2023
Stellantis
2.25%
▲ 17.91%
1
Open
Sep 05, 2023
Walt Disney
2.11%
▲ 18.38%
1
Open
Aug 24, 2023
Crescent Energy Company Class A
1.59%
▼ 2.97%
1
Open
Aug 23, 2023
Realty Income
1.89%
▲ 8.12%
1
Open
Aug 21, 2023
3M
1.13%
▲ 31.20%
1
Open
Aug 21, 2023
Tesla
2.74%
▲ 12.83%
8
Open
Aug 14, 2023