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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #421,694 out of 791,381 TipRanks' Investors
Success Rate
33%
3 out of 9
profitable transactions
Average Return
-1.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.80%
6-Month Return▼ 10.55%
12-Month Return▼ 7.70%
YTD Return▼ 9.56%
Total Return▲ 49.05%

Best Trade

Opened at
Closed at-
Gain▲ 49.22%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.11%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 5.57%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.42%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 0.46%
Dec 2024
▲ 5.32%
▲ 2.69%
▼ 1.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.16%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 4.17%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.11%
▲ 2.93%▲ 2.10%▲ 3.15%
▲ 10.00%▼ 0.89%▼ 5.57%
▲ 26.01%▲ 5.96%▲ 4.42%
▲ 5.75%▼ 2.41%▼ 0.46%
▲ 5.32%▲ 2.69%▼ 1.53%
▼ 12.86%▼ 1.27%▼ 4.16%
▼ 2.15%▼ 5.65%▼ 4.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▼ 5.97%
2
Close
Nov 14, 2022
Argenx Se
▼ 4.10%
2
Close
Nov 14, 2022
Tesla
▼ 31.10%
2
Close
Nov 14, 2022
Invesco QQQ Trust
▼ 4.49%
2
Close
Nov 14, 2022
Cheniere Energy
▲ 5.19%
2
Close
Nov 14, 2022
Bill.com Holdings
▼ 17.86%
2
Close
Nov 14, 2022
Entergy
▼ 6.29%
2
Close
Nov 14, 2022
United States Oil Fund LP
▲ 1.35%
2
Close
Nov 14, 2022
Microsoft
100%
▲ 49.22%
1
Open
Sep 01, 2022