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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #204,436 out of 769,002 TipRanks' Investors
Success Rate
59%
16 out of 27
profitable transactions
Average Return
28.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.82%
6-Month Return▲ 3.68%
12-Month Return▲ 23.77%
YTD Return▲ 5.90%
Total Return▲ 45.98%

Best Trade

Opened at
Closed at-
Gain▲ 519.81%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.15%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.98%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.23%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.96%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 2.38%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.25%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.09%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.57%
▲ 11.46%▲ 5.06%▼ 0.15%
▼ 2.25%▲ 3.53%▲ 3.98%
▲ 25.72%▲ 1.21%▲ 5.23%
▼ 4.22%▲ 2.34%▼ 0.96%
▲ 7.82%▲ 2.10%▼ 2.38%
▲ 5.70%▼ 0.89%▼ 2.25%
▲ 23.63%▲ 3.84%▲ 2.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
British American Tobacco
4.5%
▲ 15.09%
2
Buy
Jul 22, 2024
Apple
4.46%
▲ 2.48%
3
Open
Jul 21, 2024
Tesla
▲ 29.77%
2
Close
Jul 21, 2024
Asana
▼ 17.02%
2
Close
Jul 21, 2024
Rolls-Royce Holdings
▲ 190.16%
2
Close
Jul 21, 2024
ASML Holding
7.12%
▼ 11.35%
2
Buy
Jul 21, 2024
JPMorgan Chase & Co.
18.14%
▲ 45.83%
2
Buy
Jul 21, 2024
Adyen
▼ 17.88%
2
Close
Jul 21, 2024
Simon Property
13.56%
▲ 38.87%
2
Buy
Jul 21, 2024
Exxon Mobil
19.54%
▲ 9.14%
2
Buy
Jul 21, 2024
Twilio
▼ 21.48%
2
Close
Jul 21, 2024
DocuSign
▼ 11.74%
2
Close
Jul 21, 2024
Boeing
7.67%
▼ 24.71%
2
Buy
Jul 21, 2024
Okta
▲ 12.92%
2
Close
Jul 21, 2024
Shopify
▲ 44.18%
2
Close
Jul 21, 2024
Unity Software
▼ 45.55%
2
Close
Jul 21, 2024
Biogen
3.1%
▼ 31.17%
1
Open
Jul 21, 2024
Costco
8.7%
▲ 9.82%
1
Open
Jul 21, 2024
Olema Pharmaceuticals
1.4%
▼ 45.35%
1
Open
Jul 21, 2024
Snowflake
6.97%
▼ 1.55%
1
Open
Jul 21, 2024