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New Portfolio - New Portfolio

PerformancePortfolio Details

new investor

New Portfolio
Individual Investor
Ranked #30,016 out of 765,504 TipRanks' Investors
Success Rate
74%
108 out of 146
profitable transactions
Average Return
26.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.26%
6-Month Return▲ 15.30%
12-Month Return▲ 40.68%
YTD Return▲ 25.55%
Total Return▲ 57.73%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 730.97%

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
▼ 4.21%
▲ 2.34%
▲ 2.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.17%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.52%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 4.18%
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%
▼ 4.21%▲ 2.34%▲ 2.18%
▲ 7.82%▲ 2.10%▲ 2.17%
▲ 6.02%▼ 0.89%▼ 0.52%
▲ 12.58%▲ 1.42%▲ 4.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FTNT
Fortinet
5.02%
▲ 34.76%
4
Buy
Aug 16, 2024
MSFT
Microsoft
7.76%
▲ 25.63%
6
Buy
Aug 12, 2024
SBUX
Starbucks
10.27%
▲ 11.02%
9
Buy
Aug 12, 2024
CRM
Salesforce
3.24%
▲ 41.46%
3
Buy
Aug 12, 2024
AMZN
Amazon
4.93%
▲ 66.46%
4
Buy
Aug 08, 2024
NVDA
Nvidia
7.76%
▲ 392.58%
6
Buy
Aug 07, 2024
POOL
Pool
9.68%
▲ 8.67%
7
Buy
Jun 28, 2024
GOOGL
Alphabet Class A
18.85%
▲ 33.97%
7
Buy
Jun 21, 2024
V
Visa
4.78%
▲ 31.52%
3
Buy
Jun 21, 2024
MSCI
MSCI
9%
▲ 12.32%
3
Buy
May 08, 2024
TTC
The Toro Company
7.21%
▼ 7.46%
8
Buy
Mar 21, 2024
ROL
Rollins
1.53%
▲ 19.49%
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