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米国株式 - New Portfolio

憲一 山崎

米国株式
Individual Investor
Ranked #55,023 out of 747,498 TipRanks' Investors
Success Rate
65%
31 out of 48
profitable transactions
Average Return
43.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.94%
6-Month Return▲ 3.74%
12-Month Return▼ 1.93%
YTD Return▲ 0.79%
Total Return▲ 28.89%

Best Trade

Opened at
Closed at-
Gain▲ 655.04%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 12.33%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.75%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.07%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.31%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.35%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 12.33%
▼ 1.87%▲ 1.59%▼ 3.75%
▲ 14.08%▲ 5.22%▲ 4.07%
▲ 5.05%▲ 3.27%▲ 1.31%
▼ 12.40%▼ 4.03%▼ 5.16%
▲ 11.46%▲ 5.06%▲ 3.72%
▼ 2.25%▲ 3.53%▼ 2.31%
▲ 25.65%▲ 0.88%▲ 3.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
4.43%
▲ 99.72%
5
Sell
Jul 02, 2024
Advanced Micro Devices
0.01%
▲ 125.43%
5
Sell
May 17, 2024
Nvidia
0.01%
▲ 655.04%
5
Sell
May 17, 2024
Meta Platforms
▼ 5.57%
2
Close
May 17, 2024
Vertiv Holdings
1.58%
▼ 11.88%
1
Open
May 17, 2024
PayPal Holdings
21.97%
▼ 16.75%
4
Sell
Apr 04, 2024
Doximity
▼ 8.84%
4
Close
Feb 28, 2024
Phillips 66
▲ 59.58%
4
Close
Feb 28, 2024
Cigna
6.22%
▲ 33.86%
2
Sell
Feb 23, 2024
Amazon
▲ 9.23%
2
Close
Feb 16, 2024
Bank of America
▼ 0.35%
3
Close
Feb 13, 2024
Boyd Gaming
▼ 9.18%
2
Close
Nov 07, 2023
Global X Cybersecurity ETF
▲ 21.06%
1
Close
Jun 22, 2023
Viracta Therapeutics
0.81%
▼ 64.94%
1
Open
Jun 20, 2023
Asure
1.45%
▼ 18.87%
1
Open
Jun 10, 2023
Halliburton
1.91%
▲ 8.34%
1
Open
Jun 09, 2023
Zentalis Pharmaceuticals
0.34%
▼ 84.21%
1
Open
Jun 09, 2023
Vanguard Dividend Appreciation ETF
0.01%
▲ 25.10%
4
Sell
May 18, 2023
Technology Select Sector SPDR Fund
0.01%
▲ 77.16%
3
Sell
May 18, 2023
Vanguard Total Stock Market ETF
0.01%
▲ 37.78%
2
Sell
May 18, 2023