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*****5490 - New Portfolio

*****5490
Individual Investor
Ranked #28,233 out of 775,923 TipRanks' Investors
Success Rate
67%
53 out of 79
profitable transactions
Average Return
55.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.21%
6-Month Return▲ 11.09%
12-Month Return▲ 34.74%
YTD Return▲ 34.15%
Total Return▲ 80.84%

Best Trade

Opened at
Closed at
Gain▲ 769.72%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.61%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 0.13%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.12%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.67%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.35%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.30%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.69%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.90%
▼ 2.25%▲ 3.53%▲ 5.61%
▲ 25.71%▲ 1.21%▼ 0.13%
▼ 4.22%▲ 2.34%▼ 1.12%
▲ 7.82%▲ 2.10%▲ 3.67%
▲ 5.38%▼ 0.89%▼ 0.35%
▲ 43.22%▲ 5.96%▲ 8.30%
▲ 3.34%▼ 1.56%▼ 0.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blackstone Group
3.48%
▲ 56.76%
6
Buy
Aug 14, 2024
Walt Disney
3.45%
▲ 21.31%
3
Buy
Aug 14, 2024
Dollar General
2.95%
▼ 43.17%
5
Buy
Aug 14, 2024
Micron
1.72%
▼ 10.25%
1
Buy
Aug 14, 2024
Broadcom
3.71%
▲ 40.02%
1
Buy
Aug 14, 2024
Eli Lilly & Co
2.34%
▼ 17.59%
1
Buy
Aug 14, 2024
Microsoft
6.77%
▲ 41.15%
6
Buy
Jul 14, 2024
Walmart
4.35%
▲ 69.09%
6
Buy
Jul 14, 2024
Nvidia
▲ 374.49%
7
Close
Jul 14, 2024
Merck & Company
3.16%
▼ 12.31%
6
Buy
Jul 14, 2024
iShares Core S&P 500 ETF
6.55%
▲ 32.21%
6
Buy
Jul 14, 2024
Truist Financial
8.79%
▲ 18.33%
6
Buy
Jul 14, 2024
United Parcel
2.45%
▼ 11.84%
2
Buy
Jul 14, 2024
Intel
0.75%
▼ 43.16%
2
Buy
Jul 14, 2024
Apple
3.94%
▲ 60.31%
7
Buy
May 24, 2024
TKO Group Holdings
3.29%
▲ 33.54%
1
Buy
May 24, 2024
Carnival
8.18%
▲ 99.25%
3
Buy
Apr 21, 2024
Tesla
11.25%
▲ 135.37%
3
Buy
Apr 21, 2024
CrowdStrike Holdings
3.04%
▲ 28.18%
1
Buy
Apr 21, 2024
Delta Air Lines
▼ 18.19%
3
Sell
Nov 02, 2023