*****5490 - New Portfolio

*****5490
Individual Investor
Ranked #29,663 out of 764,637 TipRanks' Investors
Success Rate
68%
54 out of 79
profitable transactions
Average Return
45.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.51%
6-Month Return▲ 12.70%
12-Month Return▲ 42.26%
YTD Return▲ 25.54%
Total Return▲ 69.23%

Best Trade

Opened at
Closed at
Gain▲ 769.72%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.61%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.12%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.10%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.67%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.14%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.38%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.88%
▲ 11.46%▲ 5.06%▲ 5.90%
▼ 2.25%▲ 3.53%▲ 5.61%
▲ 25.72%▲ 1.21%▼ 0.12%
▼ 4.21%▲ 2.34%▼ 1.10%
▲ 7.82%▲ 2.10%▲ 3.67%
▲ 6.02%▼ 0.89%▼ 0.14%
▼ 2.57%▲ 0.42%▲ 0.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blackstone Group
3.86%
▲ 54.28%
6
Buy
Aug 14, 2024
Walt Disney
3.3%
▲ 3.75%
3
Buy
Aug 14, 2024
Dollar General
3.61%
▼ 39.18%
5
Buy
Aug 14, 2024
Micron
2.22%
▼ 0.68%
1
Buy
Aug 14, 2024
Broadcom
3.24%
▲ 7.12%
1
Buy
Aug 14, 2024
Eli Lilly & Co
2.79%
▼ 12.10%
1
Buy
Aug 14, 2024
Microsoft
7.15%
▲ 32.67%
6
Buy
Jul 14, 2024
Walmart
4.39%
▲ 50.67%
6
Buy
Jul 14, 2024
Nvidia
▲ 374.49%
7
Close
Jul 14, 2024
Merck & Company
3.69%
▼ 8.89%
6
Buy
Jul 14, 2024
iShares Core S&P 500 ETF
7.13%
▲ 27.84%
6
Buy
Jul 14, 2024
Truist Financial
9.68%
▲ 16.96%
6
Buy
Jul 14, 2024
United Parcel
2.92%
▼ 5.97%
2
Buy
Jul 14, 2024
Intel
0.97%
▼ 32.45%
2
Buy
Jul 14, 2024
Apple
3.86%
▲ 40.42%
7
Buy
May 24, 2024
TKO Group Holdings
3.08%
▲ 10.77%
1
Buy
May 24, 2024
Carnival
7.59%
▲ 62.82%
3
Buy
Apr 21, 2024
Tesla
7.45%
▲ 56.50%
3
Buy
Apr 21, 2024
CrowdStrike Holdings
2.85%
▲ 7.25%
1
Buy
Apr 21, 2024
Delta Air Lines
▼ 18.19%
3
Sell
Nov 02, 2023