Prtflio - New Portfolio

ash.de@outlook.com

Prtflio
Individual Investor
Ranked #181,560 out of 753,381 TipRanks' Investors
Success Rate
56%
210 out of 373
profitable transactions
Average Return
9.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.40%
6-Month Return▲ 7.41%
12-Month Return▲ 28.56%
YTD Return▲ 10.33%
Total Return▲ 40.50%

Best Trade

Opened at
Closed at-
Gain▲ 379.63%

Bio

Jan 2023

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 1.18%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.30%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.63%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.80%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.86%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.80%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.81%
Jul 2024
▼ 2.89%
▲ 2.06%
▼ 1.31%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 1.18%
▲ 14.08%▲ 5.22%▲ 5.30%
▲ 5.05%▲ 3.27%▲ 1.63%
▼ 12.40%▼ 4.03%▼ 4.80%
▲ 11.46%▲ 5.06%▲ 5.86%
▼ 2.25%▲ 3.53%▼ 1.80%
▲ 25.76%▲ 1.21%▲ 6.81%
▼ 2.89%▲ 2.06%▼ 1.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Morphic Holding
▲ 56.35%
2
Close
Aug 15, 2024
Model N
▼ 15.35%
2
Close
Jun 26, 2024
Atreca
▼ 91.35%
2
Close
Jun 14, 2024
Enerplus
▲ 36.77%
2
Close
Jun 03, 2024
CymaBay Therapeutics
▲ 286.21%
2
Close
Mar 25, 2024
Rain Oncology
▼ 86.93%
2
Close
Jan 25, 2024
Allkem Limited
▼ 9.23%
2
Close
Dec 22, 2023
Arcadium Lithium Plc Chess Depositary Interests Repr 1 Sh
0%
▼ 60.40%
1
Open
Dec 22, 2023
Pacwest Bancorp
▼ 31.55%
3
Close
Nov 30, 2023
Banc of California
12.8%
▲ 29.48%
1
Open
Nov 30, 2023
Talon Energy
▼ 15.05%
4
Close
Nov 21, 2023
Prometheus Biosciences
▲ 77.30%
2
Close
Jun 15, 2023
Whitehaven Coal Limited
0.1%
▲ 11.97%
2
Buy
Apr 12, 2023
Mercedes-Benz Group
0.09%
▼ 6.75%
2
Buy
Apr 11, 2023
NatWest Group
0.14%
▲ 34.07%
2
Buy
Apr 11, 2023
AbCellera Biologics
3.61%
▼ 64.62%
3
Buy
Apr 11, 2023
Charles River Labs
▲ 1.89%
2
Close
Apr 11, 2023
NatWest Group
0.29%
▲ 47.80%
2
Buy
Apr 11, 2023
HASI
0.11%
▲ 28.86%
2
Buy
Apr 11, 2023
First Republic Bank
0.01%
▼ 99.89%
2
Buy
Apr 11, 2023