tiprankstipranks
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders StocksTop Gainers/ Losers/ Active StocksTipRanks Momentum IndexDividend StocksAI StocksLargest Companies by Market Cap
ETFs
Top ETFs by UpsideTop ETFs by Smart ScoreTop Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Pro Newsletters
Smart Investor
Popular
Smart Growth
New
Research Tools
Trending StocksCompare StocksCompare ETFsMost Visited Websites
Daily Feeds
Daily Analyst RatingsDaily Insider Trading Tracker
Calendars
Earnings CalendarDividend CalendarEconomic CalendarIPO CalendarStock SplitsStock BuybacksMarket Holidays
Calculators
Dividend CalculatorDividend Yield CalculatorOptions Profit Calculator
Economic Indicators
Inflation RateUnemployment Rate
Class Actions
Stock ScreenerETF Screener
Popular
Penny Stock ScreenerTechnical Analysis Screener
Dividend CenterBest Dividend Stocks
Popular
Best High Yield Dividend StocksDividend AristocratsDividend Stock Comparison
New
Dividend CalculatorDividend Returns ComparisonDividend Calendar
My ExpertsTop AnalystsTop Financial BloggersTop-Performing Corporate InsidersTop Hedge Fund ManagersTop Research FirmsTop Individual Investors
Education
Personal FinanceHow To Use TipRanksTipRanks LabsWebinar CenterGlossaryFAQs
About Us
About TipRanksContact UsCareersReviewsMobile APP
Working with TipRanks
Enterprise SolutionsAdvertise with UsTop Online BrokersBecome an AffiliateTipRanks News Wire
Follow Us
TOOLS
News
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Notification Center
Top ETFs
Top Smart Score Stocks
Popular
Earnings
STOCKS
SPY
QQQ
AAPL
NVDA
TSLA
AMZN
BABA
Plans & Pricing
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Top Gainers/ Losers/ Active Stocks
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
ETF Center
Top ETFs by Upside
New
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Options
Options Market Overview
Unusual Options Activity
Popular
Most Active Options
Options Volume Leaders
Commodities
Gold
New
Crypto
Crypto Center
Bitcoin
Popular
Ethereum
Currency
Currency Center
EUR/USD
Pro Newsletters
Smart Investor
Popular
Research Tools
Trending Stocks
Compare Stocks
Compare ETFs
Most Visited Websites
Daily Feeds
Daily Analyst Ratings
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Economic Indicators
Economic Indicators Center
Inflation Rate
Unemployment Rate
Federal Funds Rate
Class Actions
Class Actions
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Dollar Cost Averaging
New
Stock Screener
ETF Screener
Popular
Penny Stock Screener
Technical Analysis Screener
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
News
Portfolio
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Calculators
Compound Interest Calculator
New
Mortgage Calculator
Popular
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Enterprise Solutions
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
TipRanks News Wire
Follow Us

Brokerage - New Portfolio

PerformancePortfolio Details

B9264EE1

Brokerage
Individual Investor
Ranked #51,012 out of 775,923 TipRanks' Investors
Success Rate
70%
54 out of 77
profitable transactions
Average Return
28.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.28%
6-Month Return▲ 12.89%
12-Month Return▲ 21.48%
YTD Return▲ 21.26%
Total Return▲ 30.79%

Best Trade

AssetSoFi Techno... (SOFI)
Opened at
Closed at-
Gain▲ 187.56%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.27%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.29%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.15%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.63%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.62%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 3.04%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.05%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.12%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.27%
▼ 2.25%▲ 3.53%▼ 2.29%
▲ 25.71%▲ 1.21%▲ 1.15%
▼ 4.22%▲ 2.34%▲ 2.63%
▲ 7.82%▲ 2.10%▲ 0.62%
▲ 5.38%▼ 0.89%▲ 3.04%
▲ 43.22%▲ 5.96%▲ 8.05%
▲ 3.34%▼ 1.56%▼ 3.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DVN
Devon Energy
―
▲ 31.79%
6
Close
Aug 24, 2024
PLTK
Playtika Holding
―
▼ 20.24%
5
Close
Aug 24, 2024
ALB
Albemarle
―
▼ 46.83%
3
Close
Aug 24, 2024
MCD
McDonald's
―
▲ 9.44%
2
Close
Aug 24, 2024
XLK
Technology Select Sector SPDR Fund
―
▲ 20.80%
2
Close
Aug 24, 2024
ATKR
Atkore International Group
―
▼ 34.73%
2
Close
Aug 24, 2024
WMT
Walmart
2.35%
▲ 109.73%
2
Buy
Aug 23, 2024
SOFI
SoFi Technologies
9.26%
▲ 165.79%
4
Sell
Aug 23, 2024
GOOGL
Alphabet Class A
21.89%
▲ 104.68%
6
Buy
Aug 23, 2024
PRWAX
T. Rowe Price All-Cap Opportunities Fund
5.79%
▲ 33.79%
4
Buy
Aug 23, 2024
SOXX
iShares Semiconductor ETF
3.63%
▲ 55.95%
2
Buy
Aug 23, 2024
MO
Altria Group
2.47%
▲ 14.78%
5
Buy
Aug 23, 2024
AXP
American Express
7.04%
▲ 73.18%
4
Buy
Aug 23, 2024
DPZ
Domino's Pizza
5.2%
▲ 13.54%
2
Buy
Aug 23, 2024
FIS
Fidelity National Info
2.31%
▲ 17.85%
2
Buy
Aug 23, 2024
OMF
OneMain Holdings
8.23%
▲ 22.88%
3
Buy
Aug 23, 2024
SBUX
Starbucks
3.31%
▲ 1.72%
5
Sell
Aug 23, 2024
FDX
FedEx
3.39%
▲ 16.51%
2
Buy
Aug 23, 2024
CI
Cigna
2.61%
▼ 10.11%
2
Buy
Aug 23, 2024
QQQ
Invesco QQQ Trust
3.9%
▲ 30.01%
2
Buy
Aug 23, 2024