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New Portfolio
- New Portfolio
Performance
Portfolio Details
9865CE77
New Portfolio
Individual Investor
Ranked #14,126 out of 753,381 TipRanks' Investors
Success Rate
76%
68 out of 89
profitable transactions
Average Return
46.23%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 77.13%
6-Month Return
▲ 114.20%
12-Month Return
▲ 171.04%
YTD Return
▲ 118.92%
Total Return
▲ 205.11%
Best Trade
Asset
Nvidia (NVDA)
Opened at
Mar 16, 2023
Closed at
-
Gain
▲ 406.74%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
71.64%
0
-71.64%
▼ 1.87%
▲ 1.59%
▼ 2.90%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.45%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.44%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 16.07%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.81%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 15.23%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 71.64%
Aug 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 1.87%
▲ 1.59%
▼ 2.90%
▲ 14.08%
▲ 5.22%
▲ 7.45%
▲ 5.05%
▲ 3.27%
▲ 3.44%
▼ 12.40%
▼ 4.03%
▼ 6.20%
▲ 11.46%
▲ 5.06%
▲ 16.07%
▼ 2.25%
▲ 3.53%
▼ 5.81%
▲ 25.76%
▲ 1.21%
▲ 15.23%
▼ 2.89%
▲ 2.06%
▲ 71.64%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CALB
California BanCorp
―
▲ 37.03%
2
Close
Aug 01, 2024
BCAL
Southern California Bancorp
0.01%
▼ 5.03%
1
Open
Aug 01, 2024
SECD
Senior Secured Credit Opportunities ETF
―
▲ 1.53%
2
Close
Jul 29, 2023
RXDX
Prometheus Biosciences
―
▲ 3.31%
2
Close
Jun 15, 2023
DGLY
Digital Ally
0%
▼ 68.57%
2
Buy
Apr 28, 2023
BTC-USD
Bitcoin
0%
▲ 128.11%
5
Buy
Apr 21, 2023
AAPL
Apple
0.73%
▲ 41.87%
7
Buy
Apr 20, 2023
COKE
Coca-Cola Bottling Co Consolidated
0.65%
▲ 156.89%
3
Buy
Apr 20, 2023
CAOX
California Orchard Company
0.02%
▲ 8.07%
1
Open
Apr 20, 2023
CABB
California Business Bank
0%
0.00%
1
Open
Apr 20, 2023
INTC
Intel
0.01%
▼ 31.81%
1
Open
Apr 20, 2023
GOVT
iShares U.S. Treasury Bond ETF
0.01%
▲ 4.29%
1
Open
Apr 20, 2023
MSTR
Microstrategy
0.01%
▲ 376.65%
1
Open
Apr 19, 2023
BAC
Bank of America
0.02%
▲ 44.02%
4
Buy
Apr 18, 2023
BRK.A
Berkshire Hathaway A
68.48%
▲ 42.42%
4
Buy
Apr 18, 2023
GIS
General Mills
0.01%
▼ 13.66%
3
Buy
Apr 18, 2023
PNC
PNC Financial
0%
▲ 50.84%
1
Open
Apr 18, 2023
MTCH
Match Group
0.02%
▲ 3.49%
1
Open
Apr 17, 2023
NETW
Network International Holdings
0.01%
▲ 6.00%
1
Open
Apr 17, 2023
ION
ProShares S&P Global Core Battery Metals ETF
0.11%
▼ 27.49%
2
Buy
Apr 16, 2023
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