New Portfolio - New Portfolio

9865CE77

New Portfolio
Individual Investor
Ranked #11,385 out of 767,968 TipRanks' Investors
Success Rate
76%
68 out of 90
profitable transactions
Average Return
65.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 25.74%
6-Month Return▲ 321.63%
12-Month Return▲ 427.37%
YTD Return▲ 374.39%
Total Return▲ 561.22%

Best Trade

Opened at
Closed at-
Gain▲ 982.39%

Bio

Performance

73.92%0-73.92%
▼ 12.40%
▼ 4.03%
▼ 6.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 16.07%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.81%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 15.23%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 73.92%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 34.40%
Sep 2024
▲ 5.72%
▼ 0.89%
▲ 48.84%
Oct 2024
▲ 19.24%
▲ 3.01%
▲ 6.91%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.20%
▲ 11.46%▲ 5.06%▲ 16.07%
▼ 2.25%▲ 3.53%▼ 5.81%
▲ 25.72%▲ 1.21%▲ 15.23%
▼ 4.22%▲ 2.34%▲ 73.92%
▲ 7.82%▲ 2.10%▲ 34.40%
▲ 5.72%▼ 0.89%▲ 48.84%
▲ 19.24%▲ 3.01%▲ 6.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Network International Holdings
▲ 9.97%
2
Close
Sep 17, 2024
California BanCorp
▲ 37.03%
2
Close
Aug 01, 2024
Southern California Bancorp
0.01%
▲ 9.87%
1
Open
Aug 01, 2024
Senior Secured Credit Opportunities ETF
▲ 1.53%
2
Close
Jul 29, 2023
Prometheus Biosciences
▲ 3.31%
2
Close
Jun 15, 2023
Digital Ally
0%
▼ 83.26%
2
Buy
Apr 28, 2023
Bitcoin
0%
▲ 222.43%
5
Buy
Apr 21, 2023
Apple
0.74%
▲ 40.87%
7
Buy
Apr 20, 2023
Coca-Cola Bottling Co Consolidated
0.6%
▲ 130.84%
3
Buy
Apr 20, 2023
California Orchard Company
0.02%
▲ 8.07%
1
Open
Apr 20, 2023
California Business Bank
0%
0.00%
1
Open
Apr 20, 2023
Intel
0.01%
▼ 19.16%
1
Open
Apr 20, 2023
iShares U.S. Treasury Bond ETF
0.01%
▲ 1.78%
1
Open
Apr 20, 2023
Microstrategy
0.01%
▲ 982.39%
1
Open
Apr 19, 2023
Bank of America
0.02%
▲ 70.40%
4
Buy
Apr 18, 2023
Berkshire Hathaway A
72.69%
▲ 47.79%
4
Buy
Apr 18, 2023
General Mills
0.01%
▼ 22.95%
3
Buy
Apr 18, 2023
PNC Financial
0%
▲ 77.37%
1
Open
Apr 18, 2023
Match Group
0.01%
▼ 14.84%
1
Open
Apr 17, 2023
ProShares S&P Global Core Battery Metals ETF
0.12%
▼ 22.08%
2
Buy
Apr 16, 2023