SmtInvestor - New Portfolio

9D9653AF

SmtInvestor
Individual Investor
Ranked #142,576 out of 767,315 TipRanks' Investors
Success Rate
69%
40 out of 58
profitable transactions
Average Return
9.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.50%
6-Month Return▲ 5.97%
12-Month Return▲ 28.34%
YTD Return▲ 13.71%
Total Return▲ 30.09%

Best Trade

Opened at
Closed at-
Gain▲ 83.93%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.77%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.44%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.91%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.39%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.74%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.59%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 3.53%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.46%
▲ 11.46%▲ 5.06%▲ 3.77%
▼ 2.25%▲ 3.53%▼ 2.44%
▲ 25.72%▲ 1.21%▲ 3.91%
▼ 4.22%▲ 2.34%▲ 2.39%
▲ 7.82%▲ 2.10%▲ 0.74%
▲ 6.02%▼ 0.89%▼ 1.59%
▲ 9.99%▲ 4.97%▲ 3.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VanEck Semiconductor ETF
0%
▲ 0.26%
1
Open
Jul 31, 2024
Enterprise Products Partners
0%
▲ 5.09%
1
Open
Jul 22, 2024
Vanguard Value ETF
0%
▲ 11.61%
1
Open
Jul 05, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
0%
▲ 5.25%
1
Open
Jul 05, 2024
Vanguard Information Technology ETF
0%
▲ 4.82%
1
Open
Jul 03, 2024
Vanguard Real Estate ETF
0%
▲ 14.98%
1
Open
Jul 01, 2024
Nvidia
0%
▲ 10.92%
1
Open
Jun 14, 2024
Apple
0%
▲ 11.24%
3
Open
Apr 11, 2024
JPMorgan Equity Premium Income ETF
0%
▲ 24.78%
1
Open
Apr 03, 2023
Masimo
▼ 0.70%
4
Close
Feb 28, 2023
Calix
0%
▼ 39.75%
1
Open
Feb 28, 2023
MasTec
1.71%
▲ 40.88%
1
Open
Feb 16, 2023
CAE
0.26%
▼ 2.08%
3
Open
Feb 13, 2023
Equifax
0.33%
▲ 11.48%
3
Open
Feb 13, 2023
HCA Healthcare
0.43%
▲ 18.87%
3
Open
Feb 13, 2023
Acuity Brands
▼ 0.05%
2
Close
Feb 11, 2023
Clarivate
▼ 1.01%
2
Close
Feb 11, 2023
Crescent Energy Company Class A
▲ 5.93%
2
Close
Feb 11, 2023
General Dynamics
▲ 1.64%
2
Close
Feb 11, 2023
GE Aerospace
▲ 0.88%
2
Close
Feb 11, 2023