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Winners - New Portfolio

PerformancePortfolio Details

Paul Bellan

Winners
Individual Investor
Ranked #106,083 out of 783,334 TipRanks' Investors
Success Rate
69%
98 out of 143
profitable transactions
Average Return
7.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.23%
6-Month Return▲ 6.13%
12-Month Return-
YTD Return▼ 0.72%
Total Return▲ 18.06%

Best Trade

AssetPalantir Te... (PLTR)
Opened at
Closed at-
Gain▲ 178.20%

Bio

growth, income and momentum.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 10.46%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.73%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.92%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.38%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.45%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.03%
Dec 2024
▲ 2.91%
▲ 3.15%
▼ 0.72%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 10.46%
▲ 8.13%▲ 1.21%▲ 1.73%
▼ 13.14%▲ 2.34%▼ 8.52%
▲ 2.93%▲ 2.10%▲ 3.92%
▲ 9.99%▼ 0.89%▲ 3.38%
▲ 26.04%▲ 5.96%▲ 6.45%
▲ 5.93%▼ 2.41%▲ 0.03%
▲ 2.91%▲ 3.15%▼ 0.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
QQQI
NEOS Nasdaq 100 High Income ETF
0%
▲ 9.39%
3
Sell
Dec 26, 2024
SPYI
NEOS S&P 500 High Income ETF
―
▲ 7.36%
3
Close
Dec 26, 2024
MAGS
Roundhill Magnificent Seven ETF
―
▲ 23.72%
3
Close
Dec 26, 2024
AIPI
REX AI Equity Premium Income ETF
0%
▼ 1.47%
1
Open
Dec 26, 2024
FEPI
REX FANG & Innovation Equity Premium Income ETF
0%
▼ 2.87%
1
Open
Dec 26, 2024
KNGS
Roundhill S&P Dividend Monarchs ETF
―
▲ 1.10%
3
Close
Nov 27, 2024
BTC-USD
Bitcoin
6%
▲ 66.66%
2
Buy
Sep 14, 2024
AAPL
Apple
1.38%
▲ 12.79%
4
Buy
Sep 13, 2024
AMZN
Amazon
1.36%
▲ 20.20%
4
Buy
Sep 13, 2024
GOOG
Alphabet Class C
1.16%
▲ 19.23%
2
Buy
Sep 13, 2024
MSFT
Microsoft
2.42%
▲ 3.49%
4
Buy
Sep 13, 2024
NVDA
Nvidia
7.02%
▲ 17.31%
2
Buy
Sep 13, 2024
QQQ
Invesco QQQ Trust
3.01%
▲ 12.72%
2
Buy
Sep 13, 2024
SPY
SPDR S&P 500 ETF Trust
3.48%
▲ 11.23%
2
Buy
Sep 13, 2024
TSLA
Tesla
2.23%
▲ 96.30%
2
Buy
Sep 13, 2024
GOOGL
Alphabet Class A
1.15%
▲ 13.44%
4
Buy
Sep 13, 2024
META
Meta Platforms
4.06%
▲ 23.78%
4
Buy
Sep 13, 2024
SMCI
Super Micro Computer
1.62%
▼ 54.11%
2
Buy
Sep 13, 2024
AMSC
American Superconductor
0.16%
▲ 2.71%
2
Buy
Sep 13, 2024
SMH
VanEck Semiconductor ETF
1.4%
▼ 5.29%
2
Buy
Sep 13, 2024