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SPY - New Portfolio

Boli Moli

SPY
Individual Investor
Ranked #140,954 out of 747,285 TipRanks' Investors
Success Rate
74%
28 out of 38
profitable transactions
Average Return
3.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.83%
6-Month Return▲ 78.71%
12-Month Return▲ 149.84%
YTD Return▲ 72.33%
Total Return▲ 227.83%

Best Trade

Opened at
Closed at
Gain▲ 96.28%

Bio

Performance

93.47%0-93.47%
▲ 5.14%
▲ 4.57%
▲ 79.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.09%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 93.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 27.53%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.05%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.04%
Jun 2024
▲ 19.38%
▲ 2.34%
▲ 14.73%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 79.70%
▼ 1.87%▲ 1.59%▲ 3.09%
▲ 14.08%▲ 5.22%▼ 0.98%
▲ 5.05%▲ 3.27%▲ 93.47%
▼ 12.40%▼ 4.03%▼ 27.53%
▲ 11.46%▲ 5.06%▲ 6.05%
▼ 2.25%▲ 3.53%▼ 1.04%
▲ 19.38%▲ 2.34%▲ 14.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Polished.com
▼ 99.88%
5
Close
Jul 01, 2024
BlackRock
0%
▲ 3.76%
1
Open
Jun 24, 2024
Realty Income
74.38%
▲ 6.64%
5
Buy
Jun 23, 2024
Bitcoin
0%
▲ 43.36%
6
Open
Jun 18, 2024
Apple
0%
▲ 11.34%
5
Open
Jun 17, 2024
Microsoft
0%
▲ 25.29%
5
Open
Jun 17, 2024
BGC Group
0%
▲ 25.08%
3
Open
Jun 17, 2024
Great-West Lifetime 2030 Fund Service Class
0%
▲ 0.04%
3
Open
Jun 17, 2024
GEX Management
1.29%
0.00%
7
Buy
Jun 05, 2024
Vanguard Dividend Appreciation ETF
2.43%
▲ 4.35%
6
Sell
Jun 05, 2024
Dominion Energy
7.64%
▼ 1.11%
2
Buy
Jun 05, 2024
iShares 20+ Year Treasury Bond ETF
1.2%
▲ 3.86%
3
Buy
May 29, 2024
Direxion Daily CSI China Internet Index Bull 2x Shares
8.98%
▼ 18.01%
2
Buy
May 29, 2024
MassMutual Premier Small Cap Opportunities Fund Class I
4.07%
▲ 3.66%
2
Buy
May 27, 2024
EcoGraf
0%
▼ 13.33%
1
Open
May 08, 2024
JOYY
0%
▲ 0.72%
1
Open
May 08, 2024
Harvest Tech Achievers Growth & Income ETF
0%
▲ 6.94%
1
Open
May 08, 2024
Harvest Tech Achievers Growth & Income ETF Trust Units B Unhedged
0%
▲ 6.95%
1
Open
May 08, 2024
iShares UK Dividend UCITS ETF GBP
0%
▲ 2.79%
1
Open
May 08, 2024
SPDR S&P 500 ETF Trust
▲ 20.29%
3
Close
May 01, 2024