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New Portfolio Dec 2023 - New Portfolio

New Portfolio Dec 2023
Individual Investor
Ranked #405,883 out of 775,923 TipRanks' Investors
Success Rate
43%
17 out of 40
profitable transactions
Average Return
9.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.87%
6-Month Return▲ 16.64%
12-Month Return▲ 33.87%
YTD Return▲ 35.10%
Total Return▲ 60.62%

Best Trade

Opened at
Closed at-
Gain▲ 116.19%

Bio

Swing trade, with momentum

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.56%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.18%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.56%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.33%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 6.70%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 11.84%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.79%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.16%
▼ 2.25%▲ 3.53%▲ 2.56%
▲ 25.71%▲ 1.21%▼ 1.18%
▼ 4.22%▲ 2.34%▲ 0.56%
▲ 7.82%▲ 2.10%▲ 2.33%
▲ 5.38%▼ 0.89%▲ 6.70%
▲ 43.22%▲ 5.96%▲ 11.84%
▲ 3.34%▼ 1.56%▼ 6.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EVgo
3.51%
▲ 11.29%
3
Open
Jul 24, 2024
Upstart Holdings
▼ 6.12%
2
Close
Jul 24, 2024
Birchcliff Energy
▼ 22.09%
2
Close
Jul 24, 2024
Obsidian Energy
▼ 3.22%
2
Close
Jul 24, 2024
Tower
10.26%
▲ 18.57%
1
Open
Jul 24, 2024
Sony Group
▼ 10.00%
2
Close
Sep 10, 2023
Unity Software
▼ 8.76%
2
Close
Sep 10, 2023
Peyto Exploration & Dev
4.39%
▲ 37.72%
1
Open
Sep 10, 2023
Medtronic
▼ 3.84%
4
Close
May 25, 2023
Skechers USA
▼ 5.61%
2
Close
May 25, 2023
Super Micro Computer
12.71%
▲ 52.71%
1
Open
May 25, 2023
On Holding AG
▲ 16.32%
2
Close
May 24, 2023
Nuvei Corp
▼ 15.05%
2
Close
May 24, 2023
Ero Copper
▼ 10.36%
2
Close
May 24, 2023
Canada Goose Holdings
▼ 21.40%
2
Close
May 24, 2023
Advanced Micro Devices
5.75%
▲ 10.10%
1
Open
May 24, 2023
Nu Holdings
8.35%
▲ 52.42%
1
Open
May 24, 2023
Palo Alto Networks
9.02%
▲ 82.84%
1
Open
May 24, 2023
Brunswick Exploration
▼ 31.13%
2
Close
May 15, 2023
Ansys
▼ 10.17%
2
Close
May 15, 2023