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*****5490
- New Portfolio
Performance
Portfolio Details
*****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
Asset
Nvidia (NVDA)
Opened at
Jan 06, 2023
Closed at
Jul 15, 2024
Gain
▲ 769.72%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
BX
Blackstone Group
3.29%
▲ 27.80%
6
Buy
Aug 14, 2024
DIS
Walt Disney
3.23%
▼ 1.94%
3
Buy
Aug 14, 2024
DG
Dollar General
5.54%
▼ 8.06%
5
Buy
Aug 14, 2024
MU
Micron
2.27%
▲ 2.43%
1
Buy
Aug 14, 2024
AVGO
Broadcom
3.24%
▲ 5.50%
1
Buy
Aug 14, 2024
LLY
Eli Lilly & Co
3.37%
▲ 2.26%
1
Buy
Aug 14, 2024
MSFT
Microsoft
7.49%
▲ 34.75%
6
Buy
Jul 14, 2024
WMT
Walmart
4.14%
▲ 38.77%
6
Buy
Jul 14, 2024
NVDA
Nvidia
―
▲ 374.49%
7
Close
Jul 14, 2024
MRK
Merck & Company
4.35%
▲ 4.28%
6
Buy
Jul 14, 2024
IVV
iShares Core S&P 500 ETF
7.23%
▲ 25.95%
6
Buy
Jul 14, 2024
TFC
Truist Financial
10.31%
▲ 19.75%
6
Buy
Jul 14, 2024
UPS
United Parcel
2.89%
▼ 10.23%
2
Buy
Jul 14, 2024
INTC
Intel
0.91%
▼ 40.19%
2
Buy
Jul 14, 2024
AAPL
Apple
4.07%
▲ 42.89%
7
Buy
May 24, 2024
TKO
TKO Group Holdings
3.13%
▲ 9.81%
1
Buy
May 24, 2024
CCL
Carnival
5.88%
▲ 23.49%
3
Buy
Apr 21, 2024
TSLA
Tesla
6.82%
▲ 43.36%
3
Buy
Apr 21, 2024
CRWD
CrowdStrike Holdings
2.64%
▼ 3.93%
1
Buy
Apr 21, 2024
DAL
Delta Air Lines
―
▼ 18.19%
3
Sell
Nov 02, 2023
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