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New Portfolio - New Portfolio

9865CE77

New Portfolio
Individual Investor
Ranked #8,621 out of 775,913 TipRanks' Investors
Success Rate
78%
70 out of 90
profitable transactions
Average Return
70.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.96%
6-Month Return▲ 367.94%
12-Month Return▲ 404.61%
YTD Return▲ 418.17%
Total Return▲ 622.24%

Best Trade

Opened at
Closed at-
Gain▲ 1057.22%

Bio

Performance

73.92%0-73.92%
▲ 11.46%
▲ 5.06%
▲ 16.07%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.83%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 15.23%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 73.92%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 34.39%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 48.77%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 11.83%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 4.51%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 16.07%
▼ 2.25%▲ 3.53%▼ 5.83%
▲ 25.71%▲ 1.21%▲ 15.23%
▼ 4.22%▲ 2.34%▲ 73.92%
▲ 7.82%▲ 2.10%▲ 34.39%
▲ 5.38%▼ 0.89%▲ 48.77%
▲ 43.22%▲ 5.96%▲ 11.83%
▲ 3.34%▼ 1.56%▲ 4.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Centamin
▲ 61.06%
2
Close
Nov 25, 2024
Network International Holdings
▲ 9.97%
2
Close
Sep 17, 2024
California BanCorp
▲ 37.03%
2
Close
Aug 01, 2024
Southern California Bancorp
0.01%
▲ 6.56%
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%
▼ 86.03%
2
Buy
Apr 28, 2023
Bitcoin
0%
▲ 247.96%
5
Buy
Apr 21, 2023
Apple
0.87%
▲ 59.33%
7
Buy
Apr 20, 2023
Coca-Cola Bottling Co Consolidated
0.61%
▲ 129.29%
3
Buy
Apr 20, 2023
California Orchard Company
0.03%
▲ 8.07%
1
Open
Apr 20, 2023
California Business Bank
0%
0.00%
1
Open
Apr 20, 2023
Intel
0.01%
▼ 35.19%
1
Open
Apr 20, 2023
iShares U.S. Treasury Bond ETF
0.01%
▲ 1.67%
1
Open
Apr 20, 2023
Microstrategy
0.01%
▲ 1,057.22%
1
Open
Apr 19, 2023
Bank of America
0.02%
▲ 61.89%
4
Buy
Apr 18, 2023
Berkshire Hathaway A
72.59%
▲ 42.87%
4
Buy
Apr 18, 2023
General Mills
0.01%
▼ 22.46%
3
Buy
Apr 18, 2023
PNC Financial
0%
▲ 64.62%
1
Open
Apr 18, 2023
Match Group
0.01%
▼ 6.38%
1
Open
Apr 17, 2023