New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #19,901 out of 760,352 TipRanks' Investors
Success Rate
73%
50 out of 69
profitable transactions
Average Return
63.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.73%
6-Month Return▲ 9.10%
12-Month Return▲ 61.56%
YTD Return▲ 37.70%
Total Return▲ 107.81%

Best Trade

Opened at
Closed at-
Gain▲ 911.36%

Bio

This portfolio follows my Webull investments. I have 6 other platforms.

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 5.21%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.62%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.93%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.63%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 14.07%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.82%
Aug 2024
▲ 7.81%
▲ 2.10%
▼ 1.13%
Sep 2024
▲ 2.21%
▲ 0.59%
▼ 0.76%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 5.21%
▼ 12.40%▼ 4.03%▼ 6.62%
▲ 11.46%▲ 5.06%▲ 10.93%
▼ 2.25%▲ 3.53%▼ 4.63%
▲ 25.72%▲ 1.21%▲ 14.07%
▼ 4.21%▲ 2.34%▲ 0.82%
▲ 7.81%▲ 2.10%▼ 1.13%
▲ 2.21%▲ 0.59%▼ 0.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Southwestern Energy
▼ 4.89%
3
Close
Sep 30, 2024
Expand Energy
0.19%
▲ 5.81%
1
Open
Sep 30, 2024
Digi International
▼ 38.04%
2
Close
Jun 20, 2024
Heritage-Crystal Clean
▲ 16.58%
4
Close
Oct 16, 2023
Driven Brands Holdings
▼ 65.89%
2
Close
Oct 12, 2023
Bitcoin
0.12%
▲ 116.06%
1
Open
Apr 06, 2023
Vanguard Intermediate-Term Bond ETF
1.57%
▲ 4.62%
1
Open
Apr 05, 2023
Vanguard Long-Term Bond ETF
1.25%
▲ 0.23%
1
Open
Apr 05, 2023
iShares TIPS Bond ETF
0.83%
▲ 3.30%
1
Open
Apr 05, 2023
Vanguard FTSE Developed Markets ETF
0.96%
▲ 20.20%
1
Open
Apr 05, 2023
Clearfield
▼ 27.49%
2
Close
Feb 22, 2023
SNDL
▼ 14.18%
2
Close
Jan 12, 2023
Amkor
0.52%
▲ 5.62%
3
Open
Nov 25, 2022
Amazon
4.78%
▲ 65.25%
2
Buy
Oct 28, 2022
Super Micro Computer
▲ 376.13%
3
Close
Oct 18, 2022
Advanced Micro Devices
2.8%
▲ 78.97%
3
Open
Oct 15, 2022
Alphabet Class C
4.46%
▲ 38.07%
4
Buy
Oct 05, 2022
American International Group
▲ 2.21%
2
Close
Oct 05, 2022
Graphic Packaging
▼ 6.81%
2
Close
Oct 05, 2022
Builders Firstsource
3.27%
▲ 205.56%
1
Open
Oct 05, 2022