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New Portfolio - New Portfolio

PerformancePortfolio Details

sandijones143@gmail.com

New Portfolio
Individual Investor
Ranked #27,607 out of 762,027 TipRanks' Investors
Success Rate
72%
49 out of 68
profitable transactions
Average Return
51.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.38%
6-Month Return▲ 42.80%
12-Month Return▲ 47.37%
YTD Return▲ 27.12%
Total Return▲ 46.60%

Best Trade

AssetMicrostrategy (MSTR)
Opened at
Closed at-
Gain▲ 703.71%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▼ 2.03%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 20.10%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.27%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.28%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 9.46%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 0.86%
Sep 2024
▲ 8.83%
▲ 1.50%
▲ 6.07%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▼ 2.03%
▼ 12.40%▼ 4.03%▼ 6.16%
▲ 11.46%▲ 5.06%▲ 20.10%
▼ 2.25%▲ 3.53%▼ 2.27%
▲ 25.72%▲ 1.21%▲ 6.28%
▼ 4.21%▲ 2.34%▼ 9.46%
▲ 7.81%▲ 2.10%▲ 0.86%
▲ 8.83%▲ 1.50%▲ 6.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVDA
Nvidia
23.05%
▲ 366.65%
6
Buy
Mar 30, 2024
MRNA
Moderna
12.16%
▼ 61.30%
4
Buy
Mar 29, 2024
APRE
Aprea Therapeutics
0.16%
▼ 38.91%
2
Buy
Mar 29, 2024
AMC
AMC Entertainment
0.41%
▲ 9.90%
2
Buy
Mar 29, 2024
ETH-USD
Ethereum
2.48%
▲ 8.08%
2
Buy
Mar 21, 2024
QQQ
Invesco QQQ Trust
3.71%
▲ 27.80%
4
Buy
Mar 20, 2024
WKHS
Workhorse Group
0%
▲ 251.49%
1
Open
Mar 20, 2024
AAPL
Apple
7.53%
▲ 43.15%
3
Buy
Jan 29, 2024
MSFT
Microsoft
39.17%
▲ 35.65%
4
Buy
Jan 29, 2024
MMP
Magellan Midstream
―
▲ 40.95%
2
Close
Sep 25, 2023
OKE
Oneok
0.61%
▲ 54.08%
1
Open
Sep 25, 2023
AMD
Advanced Micro Devices
0.38%
▲ 76.64%
5
Sell
Jun 06, 2023
ADI
Analog Devices
0.13%
▲ 26.71%
2
Buy
Jun 06, 2023
SPY
SPDR S&P 500 ETF Trust
2.19%
▲ 43.19%
3
Buy
Jun 05, 2023
FCEL
Fuelcell Energy
0.01%
▼ 88.80%
3
Buy
Jun 05, 2023
ACB
Aurora Cannabis
0.01%
▼ 15.08%
2
Buy
Jun 05, 2023
TTD
Trade Desk
0.67%
▲ 107.70%
5
Sell
Jun 05, 2023
AMZN
Amazon
0.71%
▲ 75.84%
3
Buy
Jun 05, 2023
TSLA
Tesla
0.12%
▲ 6.93%
4
Buy
Jun 05, 2023
DIS
Walt Disney
0.11%
▼ 1.05%
2
Buy
Jun 05, 2023