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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #207,872 out of 781,107 TipRanks' Investors
Success Rate
59%
16 out of 27
profitable transactions
Average Return
29.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.44%
6-Month Return▼ 0.08%
12-Month Return▲ 12.48%
YTD Return▲ 3.05%
Total Return▲ 49.49%

Best Trade

Opened at
Closed at-
Gain▲ 485.10%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.98%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.23%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.96%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 2.38%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.32%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.49%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.68%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.05%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.98%
▲ 8.13%▲ 1.21%▲ 5.23%
▼ 13.14%▲ 2.34%▼ 0.96%
▲ 2.93%▲ 2.10%▼ 2.38%
▲ 10.00%▼ 0.89%▼ 2.32%
▲ 26.04%▲ 5.96%▲ 6.49%
▲ 5.93%▼ 2.41%▼ 4.68%
▲ 6.90%▲ 1.96%▲ 3.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
British American Tobacco
4.36%
▲ 19.09%
2
Buy
Jul 22, 2024
Apple
4.3%
▲ 2.92%
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
8%
▲ 1.84%
2
Buy
Jul 21, 2024
JPMorgan Chase & Co.
19.31%
▲ 57.78%
2
Buy
Jul 21, 2024
Adyen
▼ 17.88%
2
Close
Jul 21, 2024
Simon Property
13%
▲ 35.21%
2
Buy
Jul 21, 2024
Exxon Mobil
17.69%
▲ 1.88%
2
Buy
Jul 21, 2024
Twilio
▼ 21.48%
2
Close
Jul 21, 2024
DocuSign
▼ 11.74%
2
Close
Jul 21, 2024
Boeing
9.3%
▼ 11.82%
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
2.74%
▼ 37.98%
1
Open
Jul 21, 2024
Costco
8.55%
▲ 11.61%
1
Open
Jul 21, 2024
Olema Pharmaceuticals
0.97%
▼ 62.64%
1
Open
Jul 21, 2024
Snowflake
6.99%
▲ 30.22%
1
Open
Jul 21, 2024