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Winners - New Portfolio

PerformancePortfolio Details

Paul Bellan

Winners
Individual Investor
Ranked #106,245 out of 776,512 TipRanks' Investors
Success Rate
67%
95 out of 141
profitable transactions
Average Return
9.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.55%
6-Month Return▲ 39.13%
12-Month Return-
YTD Return▲ 49.55%
Total Return▲ 49.55%

Best Trade

AssetPalantir Te... (PLTR)
Opened at
Closed at-
Gain▲ 187.34%

Bio

growth, income and momentum.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.70%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.30%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 12.87%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.09%
Sep 2024
▲ 5.26%
▼ 0.89%
▲ 3.57%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 11.84%
Nov 2024
▲ 5.26%
▲ 0.13%
▲ 4.92%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.70%
▼ 2.25%▲ 3.53%▲ 0.30%
▲ 25.71%▲ 1.21%▲ 12.87%
▼ 4.22%▲ 2.34%▲ 2.70%
▲ 7.82%▲ 2.10%▲ 1.09%
▲ 5.26%▼ 0.89%▲ 3.57%
▲ 43.22%▲ 5.96%▲ 11.84%
▲ 5.26%▲ 0.13%▲ 4.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
QQQI
NEOS Nasdaq 100 High Income ETF
0%
▲ 9.79%
3
Sell
Dec 26, 2024
SPYI
NEOS S&P 500 High Income ETF
―
▲ 7.38%
3
Close
Dec 26, 2024
MAGS
Roundhill Magnificent Seven ETF
―
▲ 24.60%
3
Close
Dec 26, 2024
AIPI
REX AI Equity Premium Income ETF
0%
0.00%
1
Open
Dec 26, 2024
FEPI
REX FANG & Innovation Equity Premium Income ETF
0%
0.00%
1
Open
Dec 26, 2024
KNGS
Roundhill S&P Dividend Monarchs ETF
―
▲ 1.10%
3
Close
Nov 27, 2024
BTC-USD
Bitcoin
5.7%
▲ 56.85%
2
Buy
Sep 14, 2024
AAPL
Apple
1.49%
▲ 18.42%
4
Buy
Sep 13, 2024
AMZN
Amazon
1.32%
▲ 17.30%
4
Buy
Sep 13, 2024
GOOG
Alphabet Class C
1.14%
▲ 19.46%
2
Buy
Sep 13, 2024
MSFT
Microsoft
2.53%
▲ 3.03%
4
Buy
Sep 13, 2024
NVDA
Nvidia
8.08%
▲ 32.98%
2
Buy
Sep 13, 2024
QQQ
Invesco QQQ Trust
3.06%
▲ 14.69%
2
Buy
Sep 13, 2024
SPY
SPDR S&P 500 ETF Trust
3.47%
▲ 11.14%
2
Buy
Sep 13, 2024
TSLA
Tesla
2.62%
▲ 133.22%
2
Buy
Sep 13, 2024
GOOGL
Alphabet Class A
1.13%
▲ 13.72%
4
Buy
Sep 13, 2024
META
Meta Platforms
3.49%
▲ 14.70%
4
Buy
Sep 13, 2024
SMCI
Super Micro Computer
1.96%
▼ 43.33%
2
Buy
Sep 13, 2024
AMSC
American Superconductor
0.15%
▼ 1.54%
2
Buy
Sep 13, 2024
SMH
VanEck Semiconductor ETF
1.45%
▼ 0.61%
2
Buy
Sep 13, 2024