New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #31,113 out of 764,830 TipRanks' Investors
Success Rate
67%
61 out of 91
profitable transactions
Average Return
40.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.18%
6-Month Return▼ 1.23%
12-Month Return▲ 19.62%
YTD Return▲ 0.84%
Total Return▲ 33.40%

Best Trade

Opened at
Closed at
Gain▲ 381.42%

Bio

Growth and Income Portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.31%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.25%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.64%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.86%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 6.85%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.45%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.86%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.90%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.31%
▲ 11.46%▲ 5.06%▲ 5.25%
▼ 2.25%▲ 3.53%▼ 2.64%
▲ 25.72%▲ 1.21%▲ 5.86%
▼ 4.21%▲ 2.34%▼ 6.85%
▲ 7.82%▲ 2.10%▲ 2.45%
▲ 6.02%▼ 0.89%▼ 1.86%
▼ 2.13%▲ 0.42%▲ 0.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CME Group
▲ 24.92%
3
Close
Jul 31, 2024
Alcoa
▼ 18.97%
3
Close
Jul 31, 2024
Agilent
▲ 3.70%
3
Close
Jul 31, 2024
ProShares UltraPro QQQ
▲ 249.19%
3
Close
Jul 30, 2024
Natural Gas Services Group
▲ 79.41%
3
Close
Jul 30, 2024
Natural Grocers
▲ 149.63%
3
Close
Jul 30, 2024
ADMA Biologics
▲ 381.42%
3
Close
Jul 30, 2024
US Stem Cell
0.00%
2
Close
Jul 30, 2024
Superior Industries International
▼ 20.47%
3
Close
Jul 30, 2024
Navitas Semiconductor
0%
▼ 27.10%
1
Open
Jul 30, 2024
Tesla
0%
▲ 9.08%
1
Open
Jul 30, 2024
Intel
0%
▼ 24.78%
1
Open
Jul 30, 2024
American Axle
▼ 28.90%
2
Close
Jun 19, 2024
Bed Bath & Beyond
▼ 98.03%
2
Close
Oct 02, 2023
ProShares UltraPro Short QQQ
▼ 37.15%
3
Close
Feb 09, 2023
McDonald's
▼ 5.17%
2
Close
Feb 09, 2023
GE Healthcare Technologies Inc
0.78%
▲ 44.19%
1
Open
Jan 04, 2023
ChargePoint Holdings
0%
▼ 88.37%
1
Open
Nov 28, 2022
Amazon
5.38%
▲ 116.26%
2
Buy
Nov 07, 2022
Alibaba
2.68%
▲ 46.09%
2
Buy
Nov 07, 2022