Reference - New Portfolio

hixbex7@gmail.com

Reference
Individual Investor
Ranked #45,803 out of 748,394 TipRanks' Investors
Success Rate
66%
225 out of 339
profitable transactions
Average Return
20.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.10%
6-Month Return▲ 11.55%
12-Month Return▲ 17.12%
YTD Return▲ 7.00%
Total Return▲ 36.37%

Best Trade

Opened at
Closed at-
Gain▲ 592.80%

Bio

Performance

17.35%0-17.35%
▲ 5.14%
▲ 4.57%
▲ 7.46%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.92%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.83%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.63%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.28%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.37%
Jun 2024
▲ 17.35%
▼ 0.55%
▲ 5.32%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.46%
▼ 1.87%▲ 1.59%▼ 0.92%
▲ 14.08%▲ 5.22%▲ 10.83%
▲ 5.05%▲ 3.27%▼ 0.63%
▼ 12.40%▼ 4.03%▼ 7.18%
▲ 11.46%▲ 5.06%▲ 8.28%
▼ 2.25%▲ 3.53%▼ 7.37%
▲ 17.35%▼ 0.55%▲ 5.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Textainer Group Holdings
▲ 2.95%
2
Close
Mar 14, 2024
Navitas Semiconductor
0%
▼ 45.06%
1
Open
Jan 08, 2024
Lattice Semiconductor
0%
▼ 17.24%
1
Open
Jan 08, 2024
Alphabet Class A
1.42%
▲ 53.43%
6
Buy
Dec 19, 2023
Permian Resources
0.15%
▲ 53.85%
8
Buy
Dec 19, 2023
Deluxe
0.23%
▲ 21.15%
1
Open
Dec 19, 2023
Deluxe
0.11%
▲ 30.93%
1
Open
Dec 19, 2023
DD's Deluxe Rod Holder
0%
0.00%
1
Open
Dec 19, 2023
Sphere 3D
0.01%
▼ 43.08%
1
Open
Dec 19, 2023
Nvidia
6.37%
▲ 256.27%
6
Buy
Dec 07, 2023
AstraZeneca
0.29%
▲ 25.40%
1
Open
Dec 07, 2023
L'Oreal
0.12%
▼ 7.67%
1
Open
Dec 07, 2023
Toyota Motor
0.37%
▲ 3.66%
1
Open
Dec 07, 2023
Industrial and Commercial Bank of China
0.01%
▲ 20.17%
1
Open
Dec 07, 2023
Industrial & Commercial Bank of China
0.16%
▲ 28.68%
1
Open
Dec 07, 2023
Hermes International SCA Unsponsored ADR
0.42%
▲ 5.90%
1
Open
Dec 07, 2023
Novartis
0.21%
▲ 16.72%
1
Open
Dec 07, 2023
Shell
0.27%
▲ 14.81%
1
Open
Dec 07, 2023
Accenture
0.31%
▼ 0.74%
1
Open
Dec 07, 2023
Oracle
0.26%
▲ 24.17%
1
Open
Dec 07, 2023