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米国株式 - New Portfolio

憲一 山崎

米国株式
Individual Investor
Ranked #36,024 out of 776,077 TipRanks' Investors
Success Rate
71%
34 out of 48
profitable transactions
Average Return
63.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.33%
6-Month Return▲ 19.69%
12-Month Return▲ 17.26%
YTD Return▲ 15.93%
Total Return▲ 48.25%

Best Trade

Opened at
Closed at-
Gain▲ 794.40%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.38%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.81%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.76%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 9.07%
Sep 2024
▲ 5.26%
▼ 0.89%
▼ 0.45%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 2.81%
Nov 2024
▲ 2.14%
▼ 0.97%
▲ 1.88%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.72%
▼ 2.25%▲ 3.53%▼ 2.38%
▲ 25.71%▲ 1.21%▲ 3.81%
▼ 4.22%▲ 2.34%▲ 0.76%
▲ 7.82%▲ 2.10%▲ 9.07%
▲ 5.26%▼ 0.89%▼ 0.45%
▲ 43.22%▲ 5.96%▲ 2.81%
▲ 2.14%▼ 0.97%▲ 1.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard FTSE Emerging Markets ETF
▲ 10.66%
3
Close
Nov 26, 2024
PayPal Holdings
16.46%
▲ 21.93%
6
Sell
Aug 24, 2024
Tesla
8.62%
▲ 259.52%
5
Sell
Jul 02, 2024
Advanced Micro Devices
0.01%
▲ 85.31%
5
Sell
May 17, 2024
Nvidia
0.01%
▲ 794.40%
5
Sell
May 17, 2024
Meta Platforms
▼ 5.57%
2
Close
May 17, 2024
Vertiv Holdings
2.22%
▲ 21.72%
1
Open
May 17, 2024
Doximity
▼ 8.84%
4
Close
Feb 28, 2024
Phillips 66
▲ 59.57%
4
Close
Feb 28, 2024
Cigna
5.22%
▲ 12.69%
2
Sell
Feb 23, 2024
Amazon
▲ 9.23%
2
Close
Feb 16, 2024
Bank of America
▼ 0.36%
3
Close
Feb 13, 2024
Boyd Gaming
▼ 9.18%
2
Close
Nov 07, 2023
Global X Cybersecurity ETF
▲ 35.44%
1
Close
Jun 22, 2023
Viracta Therapeutics
0.37%
▼ 85.13%
1
Open
Jun 20, 2023
Asure
1.36%
▼ 24.67%
1
Open
Jun 10, 2023
Halliburton
1.5%
▼ 16.83%
1
Open
Jun 09, 2023
Zentalis Pharmaceuticals
0.3%
▼ 86.43%
1
Open
Jun 09, 2023
Vanguard Dividend Appreciation ETF
0.01%
▲ 32.75%
4
Sell
May 18, 2023
Technology Select Sector SPDR Fund
0.01%
▲ 91.62%
3
Sell
May 18, 2023