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New Portfolio - New Portfolio

PerformancePortfolio Details

new investor

New Portfolio
Individual Investor
Ranked #35,861 out of 769,002 TipRanks' Investors
Success Rate
72%
105 out of 146
profitable transactions
Average Return
26.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.72%
6-Month Return▲ 12.29%
12-Month Return▲ 34.65%
YTD Return▲ 25.13%
Total Return▲ 57.20%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 732.56%

Bio

I’m learning to make money by investing

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.38%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.11%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.99%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.17%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.77%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 4.11%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.38%
▲ 11.46%▲ 5.06%▲ 2.11%
▼ 2.25%▲ 3.53%▲ 4.99%
▲ 25.72%▲ 1.21%▲ 1.60%
▼ 4.22%▲ 2.34%▲ 2.17%
▲ 7.82%▲ 2.10%▲ 2.17%
▲ 5.70%▼ 0.89%▼ 0.77%
▲ 23.63%▲ 3.84%▲ 4.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FTNT
Fortinet
5.71%
▲ 54.05%
4
Buy
Aug 16, 2024
MSFT
Microsoft
7.63%
▲ 24.23%
6
Buy
Aug 12, 2024
SBUX
Starbucks
10.84%
▲ 12.71%
9
Buy
Aug 12, 2024
CRM
Salesforce
3.55%
▲ 50.13%
3
Buy
Aug 12, 2024
AMZN
Amazon
4.72%
▲ 63.08%
4
Buy
Aug 08, 2024
NVDA
Nvidia
7.75%
▲ 393.53%
6
Buy
Aug 07, 2024
POOL
Pool
9.62%
▲ 6.20%
7
Buy
Jun 28, 2024
GOOGL
Alphabet Class A
17.71%
▲ 33.56%
7
Buy
Jun 21, 2024
V
Visa
4.91%
▲ 32.03%
3
Buy
Jun 21, 2024
MSCI
MSCI
9.21%
▲ 14.03%
3
Buy
May 08, 2024
TTC
The Toro Company
7.08%
▼ 10.71%
8
Buy
Mar 21, 2024
ROL
Rollins
1.57%
▲ 21.51%
2
Buy
Mar 21, 2024
TSLA
Tesla
―
▲ 3.25%
3
Close
Jan 16, 2024
KO
Coca-Cola
―
▲ 3.83%
5
Close
Jan 02, 2024
NKE
Nike
―
▼ 2.21%
4
Close
Jan 02, 2024
ULTA
Ulta Beauty
―
▲ 11.87%
5
Close
Jan 02, 2024
TSCO
Tractor Supply
―
▲ 3.64%
5
Close
Jan 02, 2024
SPUS
SP Funds S&P 500 Sharia Industry Exclusions ETF
―
▲ 3.76%
3
Close
Jan 02, 2024
CSCO
Cisco Systems
―
▲ 4.05%
3
Close
Dec 14, 2023
WMT
Walmart
―
▲ 1.63%
5
Close
Nov 24, 2023