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New Portfolio - New Portfolio
9865CE77
New PortfolioIndividual Investor
Ranked #14,126 out of 753,381 TipRanks' Investors
Success Rate
68 out of 89
profitable transactions
profitable transactions
Average Return
46.23%
Average return
per transaction
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
Bio
Performance
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
▼ 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
California BanCorp
―
▲ 37.03%
2
Close
Aug 01, 2024
Southern California Bancorp
0.01%
▼ 5.03%
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%
▼ 68.57%
2
Buy
Apr 28, 2023
Bitcoin
0%
▲ 128.11%
5
Buy
Apr 21, 2023
Apple
0.73%
▲ 41.87%
7
Buy
Apr 20, 2023
Coca-Cola Bottling Co Consolidated
0.65%
▲ 156.89%
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%
▼ 31.81%
1
Open
Apr 20, 2023
iShares U.S. Treasury Bond ETF
0.01%
▲ 4.29%
1
Open
Apr 20, 2023
Microstrategy
0.01%
▲ 376.65%
1
Open
Apr 19, 2023
Bank of America
0.02%
▲ 44.02%
4
Buy
Apr 18, 2023
Berkshire Hathaway A
68.48%
▲ 42.42%
4
Buy
Apr 18, 2023
General Mills
0.01%
▼ 13.66%
3
Buy
Apr 18, 2023
PNC Financial
0%
▲ 50.84%
1
Open
Apr 18, 2023
Match Group
0.02%
▲ 3.49%
1
Open
Apr 17, 2023
Network International Holdings
0.01%
▲ 6.00%
1
Open
Apr 17, 2023
ProShares S&P Global Core Battery Metals ETF
0.11%
▼ 27.49%
2
Buy
Apr 16, 2023