Webull - New Portfolio

Damon

Webull
Individual Investor
Ranked #125,017 out of 764,630 TipRanks' Investors
Success Rate
58%
190 out of 330
profitable transactions
Average Return
18.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.68%
6-Month Return▲ 6.05%
12-Month Return▲ 14.66%
YTD Return▲ 4.35%
Total Return▲ 36.52%

Best Trade

Opened at
Closed at-
Gain▲ 510.64%

Bio

Webull Holdings

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 0.49%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.41%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.69%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.74%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.56%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 11.38%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 7.31%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 0.49%
▼ 12.40%▼ 4.03%▼ 5.41%
▲ 11.46%▲ 5.06%▲ 8.72%
▼ 2.25%▲ 3.53%▼ 4.69%
▲ 25.72%▲ 1.21%▲ 6.74%
▼ 4.21%▲ 2.34%▼ 2.56%
▲ 7.82%▲ 2.10%▲ 11.38%
▲ 6.02%▼ 0.89%▼ 7.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares 20+ Year Treasury Bond ETF
1.89%
▼ 7.65%
3
Buy
Nov 01, 2024
ChargePoint Holdings
0.01%
▼ 60.29%
19
Sell
Oct 29, 2024
Nio
11.11%
▼ 30.10%
32
Buy
Oct 22, 2024
Schwab US Dividend Equity ETF
2.78%
▼ 1.60%
5
Buy
Oct 22, 2024
Bath & Body Works
6.07%
▼ 14.85%
10
Buy
Oct 22, 2024
XPO
0.97%
▲ 16.09%
7
Buy
Oct 21, 2024
Home Depot
▼ 1.81%
5
Close
Sep 18, 2024
Intel
6.48%
▼ 10.97%
12
Buy
Sep 16, 2024
Palantir Technologies
1.4%
▲ 337.55%
7
Sell
Sep 13, 2024
Medical Properties
2.08%
▼ 4.82%
16
Sell
Sep 13, 2024
On Holding AG
1.53%
▲ 60.12%
3
Sell
Sep 12, 2024
Petco Health and Wellness Company
0.15%
▲ 31.70%
5
Sell
Sep 12, 2024
Vanguard Total Stock Market ETF
0.17%
▲ 44.05%
14
Buy
Aug 27, 2024
CrowdStrike Holdings
5.22%
▲ 14.30%
7
Buy
Aug 27, 2024
iShares MSCI South Korea ETF
0.15%
▼ 9.31%
1
Open
Aug 27, 2024
iShares MSCI ACWI ex U.S. ETF
0.16%
▼ 1.18%
2
Buy
Aug 27, 2024
Scotts Miracle-Gro Company
0.64%
▲ 26.00%
6
Buy
Aug 14, 2024
Microsoft
6.51%
▲ 19.68%
20
Buy
Jul 31, 2024
Conocophillips
1.25%
▼ 4.45%
11
Buy
Jul 31, 2024
Monster Beverage
▲ 1.00%
12
Close
Jul 25, 2024