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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #82,815 out of 769,002 TipRanks' Investors
Success Rate
73%
27 out of 37
profitable transactions
Average Return
34.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.01%
6-Month Return▲ 5.44%
12-Month Return▲ 26.23%
YTD Return▲ 23.29%
Total Return▲ 57.73%

Best Trade

Opened at
Closed at-
Gain▲ 132.23%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.13%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.62%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.21%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.82%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 6.03%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.09%
▲ 11.46%▲ 5.06%▲ 7.13%
▼ 2.25%▲ 3.53%▲ 6.62%
▲ 25.72%▲ 1.21%▼ 2.22%
▼ 4.22%▲ 2.34%▼ 1.16%
▲ 7.82%▲ 2.10%▼ 1.21%
▲ 5.70%▼ 0.89%▼ 2.82%
▲ 21.94%▲ 3.81%▲ 6.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Occidental Petroleum
2.26%
▼ 14.95%
4
Buy
Oct 22, 2024
Nvidia
17.26%
▲ 46.73%
5
Buy
Oct 22, 2024
Palantir Technologies
1.79%
▲ 43.70%
2
Buy
Oct 22, 2024
Broadcom
4.81%
▼ 8.99%
1
Open
Oct 22, 2024
ASML Holding
16.86%
▼ 15.03%
5
Buy
Apr 17, 2024
Peabody Energy Comm
▲ 17.44%
4
Close
Feb 16, 2024
Apple
10.04%
▲ 28.23%
4
Buy
Aug 15, 2023
Berkshire Hathaway B
20.75%
▲ 46.53%
3
Buy
Jun 01, 2023
Amazon
11.57%
▲ 95.86%
4
Buy
Jun 01, 2023
Alphabet Class C
7.36%
▲ 61.30%
3
Buy
Jun 01, 2023
Alphabet Class A
7.29%
▲ 76.18%
3
Buy
May 31, 2023