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nabbit portfolio - New Portfolio

PUDDING

nabbit portfolio
Individual Investor
Ranked #192,206 out of 775,923 TipRanks' Investors
Success Rate
63%
63 out of 100
profitable transactions
Average Return
2.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.93%
6-Month Return▲ 9.56%
12-Month Return▲ 13.12%
YTD Return▲ 12.06%
Total Return▲ 38.10%

Best Trade

Opened at
Closed at-
Gain▲ 81.92%

Bio

Roth IRA account with balanced strategy

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 0.05%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.99%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.02%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.28%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.52%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.75%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.00%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.26%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 0.05%
▼ 2.25%▲ 3.53%▼ 2.99%
▲ 25.71%▲ 1.21%▲ 2.02%
▼ 4.22%▲ 2.34%▲ 3.28%
▲ 7.82%▲ 2.10%▲ 5.52%
▲ 5.38%▼ 0.89%▼ 2.75%
▲ 43.22%▲ 5.96%▲ 3.00%
▲ 3.34%▼ 1.56%▼ 1.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
▲ 0.32%
28
Close
Dec 03, 2024
Ecopetrol SA
69.02%
▼ 2.77%
3
Open
Dec 03, 2024
LVMH Moet Hennessy Louis Vuitton SE
▼ 23.16%
3
Close
Nov 22, 2024
Target
23.76%
▲ 5.18%
1
Open
Nov 22, 2024
Alibaba
▲ 3.04%
2
Close
Jul 30, 2024
iShares Expanded Tech-Software Sector ETF
▲ 2.50%
2
Close
Jun 05, 2024
Tencent Holdings
▲ 3.58%
5
Close
May 10, 2024
Vanguard Real Estate ETF
▼ 2.73%
2
Close
Apr 26, 2024
iShares 0-3 Month Treasury Bond ETF
▲ 0.31%
10
Close
Mar 04, 2024
Petroleo Brasileiro SA- Petrobras
▲ 9.38%
6
Close
Feb 21, 2024
JD
▲ 4.57%
2
Close
Feb 14, 2024
Vanguard Dividend Appreciation ETF
▲ 0.28%
20
Close
Jan 20, 2024
Naspers
▲ 2.08%
2
Close
Jan 04, 2024
JPMorgan Equity Premium Income ETF
▲ 0.43%
6
Close
Dec 22, 2023
Enbridge
▲ 1.21%
9
Close
Dec 21, 2023
NextEra Energy
▼ 0.58%
2
Close
Dec 07, 2023
PayPal Holdings
▲ 19.91%
3
Close
Aug 03, 2023
Blackstone Secured Lending Fund
▼ 0.87%
5
Close
Jun 14, 2023
Ares Capital
▲ 17.01%
3
Close
Jun 12, 2023
Unity Software
▲ 2.30%
3
Close
Jun 09, 2023