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New Portfolio - New Portfolio

PerformancePortfolio Details

new investor

New Portfolio
Individual Investor
Ranked #36,782 out of 775,923 TipRanks' Investors
Success Rate
70%
104 out of 148
profitable transactions
Average Return
28.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.51%
6-Month Return▲ 11.96%
12-Month Return▲ 29.73%
YTD Return▲ 29.47%
Total Return▲ 62.65%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 668.75%

Bio

I’m learning to make money by investing

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.11%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.99%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.17%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.01%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.85%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 1.05%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.11%
▼ 2.25%▲ 3.53%▲ 4.99%
▲ 25.71%▲ 1.21%▲ 1.60%
▼ 4.22%▲ 2.34%▲ 2.17%
▲ 7.82%▲ 2.10%▲ 2.17%
▲ 5.38%▼ 0.89%▼ 1.01%
▲ 43.22%▲ 5.96%▲ 6.85%
▲ 3.34%▼ 1.56%▲ 1.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IDXX
Idexx Laboratories
3.08%
▼ 2.88%
4
Buy
Dec 19, 2024
ROL
Rollins
2.69%
▲ 10.15%
3
Buy
Dec 19, 2024
FTNT
Fortinet
5.57%
▲ 61.95%
4
Buy
Aug 16, 2024
MSFT
Microsoft
7.62%
▲ 30.80%
6
Buy
Aug 12, 2024
SBUX
Starbucks
8.99%
▲ 6.43%
9
Buy
Aug 12, 2024
CRM
Salesforce
3.43%
▲ 58.58%
3
Buy
Aug 12, 2024
AMZN
Amazon
5.05%
▲ 80.79%
4
Buy
Aug 08, 2024
NVDA
Nvidia
6.72%
▲ 355.71%
6
Buy
Aug 07, 2024
POOL
Pool
8.7%
▲ 2.68%
7
Buy
Jun 28, 2024
GOOGL
Alphabet Class A
19.09%
▲ 45.44%
7
Buy
Jun 21, 2024
V
Visa
4.75%
▲ 36.46%
3
Buy
Jun 21, 2024
MSCI
MSCI
9.05%
▲ 18.50%
3
Buy
May 08, 2024
TTC
The Toro Company
6.5%
▼ 11.14%
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