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2023 - New Portfolio
YULE
2023Individual Investor
Ranked #267,629 out of 765,504 TipRanks' Investors
Success Rate
31 out of 53
profitable transactions
profitable transactions
Average Return
7.05%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.94%
6-Month Return▲ 20.64%
12-Month Return▲ 30.96%
YTD Return▲ 15.89%
Total Return▲ 54.72%
Best Trade
Bio
Defensively and Cautiously Aggressive
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.19%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.45%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.95%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 5.72%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.63%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.94%
Oct 2024
▲ 4.77%
▲ 3.94%
▲ 8.56%
Nov 2024
▼ 12.40%▼ 4.03%▼ 7.19%
▲ 11.46%▲ 5.06%▲ 10.60%
▼ 2.25%▲ 3.53%▼ 1.45%
▲ 25.72%▲ 1.21%▲ 2.95%
▼ 4.21%▲ 2.34%▲ 5.72%
▲ 7.82%▲ 2.10%▼ 1.63%
▲ 6.02%▼ 0.89%▲ 0.94%
▲ 4.77%▲ 3.94%▲ 8.56%
Recent Activity
Altimmune
―
▼ 39.67%
2
Close
Oct 27, 2024
SoFi Technologies
16.67%
▲ 5.54%
1
Open
Oct 27, 2024
Arbor Realty
―
▲ 43.48%
2
Close
Oct 12, 2024
Hawkins
―
▲ 34.69%
2
Close
Oct 12, 2024
Palantir Technologies
16.67%
▲ 27.63%
1
Open
Oct 11, 2024
Cirrus Logic
16.67%
▼ 23.01%
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