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New Portfolio - New Portfolio

PerformancePortfolio Details

new investor

New Portfolio
Individual Investor
Ranked #28,517 out of 781,348 TipRanks' Investors
Success Rate
74%
110 out of 148
profitable transactions
Average Return
30.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.87%
6-Month Return▲ 14.20%
12-Month Return▲ 28.11%
YTD Return▲ 3.91%
Total Return▲ 65.88%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 703.73%

Bio

I’m learning to make money by investing

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.99%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.60%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.17%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.17%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.07%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.85%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.75%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.91%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.99%
▲ 8.13%▲ 1.21%▲ 1.60%
▼ 13.14%▲ 2.34%▲ 2.17%
▲ 2.93%▲ 2.10%▲ 2.17%
▲ 10.00%▼ 0.89%▼ 1.07%
▲ 26.04%▲ 5.96%▲ 6.85%
▲ 5.93%▼ 2.41%▼ 0.75%
▲ 6.90%▲ 1.96%▲ 3.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IDXX
Idexx Laboratories
3.11%
▲ 0.67%
4
Buy
Dec 19, 2024
ROL
Rollins
2.71%
▲ 14.18%
3
Buy
Dec 19, 2024
FTNT
Fortinet
5.42%
▲ 61.97%
4
Buy
Aug 16, 2024
MSFT
Microsoft
7.27%
▲ 28.38%
6
Buy
Aug 12, 2024
SBUX
Starbucks
9.73%
▲ 12.54%
9
Buy
Aug 12, 2024
CRM
Salesforce
3.17%
▲ 50.83%
3
Buy
Aug 12, 2024
AMZN
Amazon
5.03%
▲ 85.45%
4
Buy
Aug 08, 2024
NVDA
Nvidia
6.82%
▲ 376.45%
6
Buy
Aug 07, 2024
POOL
Pool
8.7%
▲ 5.67%
7
Buy
Jun 28, 2024
GOOGL
Alphabet Class A
19.19%
▲ 50.49%
7
Buy
Jun 21, 2024
V
Visa
4.7%
▲ 39.00%
3
Buy
Jun 21, 2024
MSCI
MSCI
8.97%
▲ 20.96%
3
Buy
May 08, 2024
TTC
The Toro Company
6.55%
▼ 7.46%
8
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