*****5490 - New Portfolio

*****5490
Individual Investor
Ranked #18,980 out of 753,381 TipRanks' Investors
Success Rate
76%
60 out of 79
profitable transactions
Average Return
42.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.67%
6-Month Return▲ 13.67%
12-Month Return▲ 36.65%
YTD Return▲ 22.94%
Total Return▲ 65.73%

Best Trade

Opened at
Closed at
Gain▲ 769.72%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 2.91%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.77%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.51%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.61%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 0.12%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 0.65%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 2.91%
▲ 14.08%▲ 5.22%▲ 5.77%
▲ 5.05%▲ 3.27%▲ 4.51%
▼ 12.40%▼ 4.03%▼ 3.88%
▲ 11.46%▲ 5.06%▲ 5.90%
▼ 2.25%▲ 3.53%▲ 5.61%
▲ 25.76%▲ 1.21%▼ 0.12%
▼ 2.89%▲ 2.06%▲ 0.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blackstone Group
3.29%
▲ 27.80%
6
Buy
Aug 14, 2024
Walt Disney
3.23%
▼ 1.94%
3
Buy
Aug 14, 2024
Dollar General
5.54%
▼ 8.06%
5
Buy
Aug 14, 2024
Micron
2.27%
▲ 2.43%
1
Buy
Aug 14, 2024
Broadcom
3.24%
▲ 5.50%
1
Buy
Aug 14, 2024
Eli Lilly & Co
3.37%
▲ 2.26%
1
Buy
Aug 14, 2024
Microsoft
7.49%
▲ 34.75%
6
Buy
Jul 14, 2024
Walmart
4.14%
▲ 38.77%
6
Buy
Jul 14, 2024
Nvidia
▲ 374.49%
7
Close
Jul 14, 2024
Merck & Company
4.35%
▲ 4.28%
6
Buy
Jul 14, 2024
iShares Core S&P 500 ETF
7.23%
▲ 25.95%
6
Buy
Jul 14, 2024
Truist Financial
10.31%
▲ 19.75%
6
Buy
Jul 14, 2024
United Parcel
2.89%
▼ 10.23%
2
Buy
Jul 14, 2024
Intel
0.91%
▼ 40.19%
2
Buy
Jul 14, 2024
Apple
4.07%
▲ 42.89%
7
Buy
May 24, 2024
TKO Group Holdings
3.13%
▲ 9.81%
1
Buy
May 24, 2024
Carnival
5.88%
▲ 23.49%
3
Buy
Apr 21, 2024
Tesla
6.82%
▲ 43.36%
3
Buy
Apr 21, 2024
CrowdStrike Holdings
2.64%
▼ 3.93%
1
Buy
Apr 21, 2024
Delta Air Lines
▼ 18.19%
3
Sell
Nov 02, 2023