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2023 - New Portfolio
YULE
2023Individual Investor
Ranked #272,791 out of 747,046 TipRanks' Investors
Success Rate
29 out of 51
profitable transactions
profitable transactions
Average Return
5.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.33%
6-Month Return▲ 17.17%
12-Month Return▲ 4.54%
YTD Return▲ 4.65%
Total Return▲ 39.70%
Best Trade
Bio
Defensively and Cautiously Aggressive
Performance
19.38%0-19.38%
▲ 5.14%
▲ 4.57%
▲ 8.57%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 10.04%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.02%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.49%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.19%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.45%
Jun 2024
▲ 19.38%
▲ 2.34%
▲ 5.94%
Jul 2024
▲ 5.14%▲ 4.57%▲ 8.57%
▼ 1.87%▲ 1.59%▼ 10.04%
▲ 14.08%▲ 5.22%▲ 8.02%
▲ 5.05%▲ 3.27%▲ 0.49%
▼ 12.40%▼ 4.03%▼ 7.19%
▲ 11.46%▲ 5.06%▲ 10.60%
▼ 2.25%▲ 3.53%▼ 1.45%
▲ 19.38%▲ 2.34%▲ 5.94%
Recent Activity
Hawkins
14.29%
▲ 8.86%
1
Open
Jul 11, 2024
Cirrus Logic
14.29%
▲ 2.61%
1
Open
Jul 11, 2024
Dada Nexus
―
▼ 0.57%
2
Close
Feb 13, 2024
Valens
―
0.00%
2
Close
Feb 08, 2024
Omega Therapeutics
―
▼ 15.40%
2
Close
Feb 06, 2024
Athira Pharma
―
▲ 1.28%
2
Close
Jan 06, 2024
Immunic
―
▼ 45.96%
3
Close
Jan 05, 2024
Amazon
―
▼ 5.31%
2
Close
Jan 05, 2024
Black Stone Minerals
―
▲ 10.43%
2
Close
Dec 28, 2023
Capital Southwest
―
▲ 47.31%
2
Close
Dec 28, 2023
Blue Owl Capital
―
▲ 24.66%
2
Close
Dec 28, 2023
Plains GP Holdings
―
▲ 18.89%
2
Close
Dec 28, 2023
iShares Core High Dividend ETF
―
▲ 5.65%
2
Close
Dec 28, 2023
Praxis Precision Medicines
―
▼ 1.56%
2
Close
Dec 28, 2023
Construction Partners
―
▲ 15.29%
2
Close
Dec 28, 2023
Vulcan Materials
―
▲ 11.56%
2
Close
Dec 28, 2023
Altimmune
14.29%
▼ 35.54%
1
Open
Dec 28, 2023
Stellantis
―
▲ 7.17%
2
Close
Aug 22, 2023
Petroleo Brasileiro SA- Petrobras
―
▲ 0.59%
2
Close
Aug 21, 2023
Crescent Energy Company Class A
14.29%
▼ 5.98%
1
Open
Aug 17, 2023