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SPY - New Portfolio

Boli Moli

SPY
Individual Investor
Ranked #212,828 out of 775,923 TipRanks' Investors
Success Rate
65%
30 out of 46
profitable transactions
Average Return
6.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.50%
6-Month Return▲ 58.79%
12-Month Return▲ 147.78%
YTD Return▲ 143.98%
Total Return▲ 364.14%

Best Trade

Opened at
Closed at
Gain▲ 96.28%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.05%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.04%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 22.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 8.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 4.49%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 11.09%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 4.47%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.05%
▼ 2.25%▲ 3.53%▼ 1.04%
▲ 25.71%▲ 1.21%▲ 22.55%
▼ 4.22%▲ 2.34%▲ 8.14%
▲ 7.82%▲ 2.10%▲ 1.07%
▲ 5.38%▼ 0.89%▲ 4.49%
▲ 43.22%▲ 5.96%▲ 11.09%
▲ 3.34%▼ 1.56%▲ 4.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NTT DATA
48%
▼ 0.75%
1
Open
Dec 10, 2024
Apple
14.31%
▲ 13.35%
6
Buy
Dec 08, 2024
BGC Group
0.25%
▲ 12.29%
4
Buy
Dec 08, 2024
iShares UK Dividend UCITS ETF GBP
0.28%
▼ 0.20%
2
Buy
Dec 08, 2024
D-Wave Quantum
16.46%
▲ 38.49%
1
Open
Dec 08, 2024
Defiance Quantum ETF
2.07%
▲ 9.28%
1
Open
Dec 08, 2024
Australian Foundation Investment Co. Ltd.
0%
▼ 0.81%
1
Open
Oct 07, 2024
Virgin Galactic Holdings
0%
▼ 1.13%
1
Open
Aug 13, 2024
Polished.com
▼ 99.88%
5
Close
Jul 01, 2024
BlackRock
0%
▲ 30.16%
1
Open
Jun 24, 2024
Realty Income
13.5%
▲ 1.91%
5
Buy
Jun 23, 2024
Bitcoin
0%
▲ 59.96%
6
Open
Jun 18, 2024
Microsoft
0%
▲ 25.14%
5
Open
Jun 17, 2024
Great-West Lifetime 2030 Fund Service Class
0%
▲ 0.61%
3
Open
Jun 17, 2024
GEX Management
0%
0.00%
7
Buy
Jun 05, 2024
Vanguard Dividend Appreciation ETF
0.5%
▲ 8.36%
6
Sell
Jun 05, 2024
Dominion Energy
1.58%
▲ 5.31%
2
Buy
Jun 05, 2024
iShares 20+ Year Treasury Bond ETF
0.23%
▲ 0.16%
3
Buy
May 29, 2024
Direxion Daily CSI China Internet Index Bull 2x Shares
2.05%
▼ 1.29%
2
Buy
May 29, 2024
MassMutual Premier Small Cap Opportunities Fund Class I
0.77%
▼ 0.81%
2
Buy
May 27, 2024