New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #195,078 out of 759,673 TipRanks' Investors
Success Rate
59%
16 out of 27
profitable transactions
Average Return
25.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.17%
6-Month Return▲ 1.82%
12-Month Return▲ 34.84%
YTD Return▲ 6.64%
Total Return▲ 47.01%

Best Trade

Opened at
Closed at-
Gain▲ 430.72%

Bio

Performance

25.76%0-25.76%
▲ 5.05%
▲ 3.27%
▲ 1.53%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.15%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.98%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.23%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.96%
Aug 2024
▲ 7.81%
▲ 2.10%
▼ 2.38%
Sep 2024
▲ 2.71%
▼ 0.14%
▲ 0.48%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 1.53%
▼ 12.40%▼ 4.03%▼ 6.57%
▲ 11.46%▲ 5.06%▼ 0.15%
▼ 2.25%▲ 3.53%▲ 3.98%
▲ 25.76%▲ 1.21%▲ 5.23%
▼ 4.21%▲ 2.34%▼ 0.96%
▲ 7.81%▲ 2.10%▼ 2.38%
▲ 2.71%▼ 0.14%▲ 0.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
British American Tobacco
4.39%
▲ 5.74%
2
Buy
Jul 22, 2024
Apple
4.54%
▲ 1.39%
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
9.06%
▲ 12.16%
2
Buy
Jul 21, 2024
JPMorgan Chase & Co.
16.08%
▲ 27.93%
2
Buy
Jul 21, 2024
Adyen
▼ 17.88%
2
Close
Jul 21, 2024
Simon Property
12.99%
▲ 30.17%
2
Buy
Jul 21, 2024
Exxon Mobil
20.55%
▲ 12.31%
2
Buy
Jul 21, 2024
Twilio
▼ 21.48%
2
Close
Jul 21, 2024
DocuSign
▼ 11.74%
2
Close
Jul 21, 2024
Boeing
8.51%
▼ 20.11%
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
3.74%
▼ 18.07%
1
Open
Jul 21, 2024
Costco
8.26%
▲ 4.36%
1
Open
Jul 21, 2024
Olema Pharmaceuticals
2.12%
▼ 23.43%
1
Open
Jul 21, 2024
Snowflake
4.79%
▼ 12.53%
1
Open
Jul 21, 2024