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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #52,100 out of 775,913 TipRanks' Investors
Success Rate
70%
42 out of 60
profitable transactions
Average Return
37.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.80%
6-Month Return▲ 17.34%
12-Month Return▲ 16.51%
YTD Return▲ 15.35%
Total Return▲ 44.79%

Best Trade

Opened at
Closed at-
Gain▲ 427.16%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.33%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.23%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.08%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.75%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.16%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.36%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 12.47%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.71%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.33%
▼ 2.25%▲ 3.53%▼ 1.23%
▲ 25.71%▲ 1.21%▲ 1.08%
▼ 4.22%▲ 2.34%▼ 0.75%
▲ 7.82%▲ 2.10%▲ 7.16%
▲ 5.38%▼ 0.89%▼ 2.36%
▲ 43.22%▲ 5.96%▲ 12.47%
▲ 3.34%▼ 1.56%▼ 0.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apellis Pharmaceuticals
0%
▲ 28.97%
1
Open
Jul 31, 2023
ServiceNow
▲ 3.11%
2
Close
Jul 04, 2023
JD
1.86%
▲ 6.50%
2
Buy
Jun 29, 2023
Teladoc
0%
▼ 62.67%
2
Sell
Jun 29, 2023
Citizens Financial
0.47%
▲ 80.70%
1
Open
Jun 29, 2023
Alibaba
3.18%
▼ 0.46%
2
Buy
Jun 28, 2023
Alphabet Class C
8.38%
▲ 71.09%
2
Buy
Jun 28, 2023
Microsoft
5.31%
▲ 45.47%
2
Buy
Jun 28, 2023
Nio
0.16%
▼ 51.67%
2
Buy
Jun 28, 2023
Sunnova Energy International
▲ 42.55%
2
Close
Jun 28, 2023
Cheesecake Factory
▼ 0.73%
2
Close
Jun 28, 2023
Splunk
▲ 14.85%
2
Close
Jun 28, 2023
Amazon
9.76%
▲ 75.47%
2
Buy
Jun 28, 2023
International Business Machines
11.15%
▲ 76.73%
1
Open
Jun 28, 2023
PayPal Holdings
6.88%
▲ 31.96%
1
Open
Jun 28, 2023
PNC Financial
5.27%
▲ 66.22%
1
Open
Jun 28, 2023
Pfizer
2.44%
▼ 21.01%
1
Open
Jun 28, 2023
Tesla
5.48%
▲ 64.32%
1
Open
Jun 28, 2023
Target
2.85%
▲ 4.14%
1
Open
Jun 28, 2023
Meta Platforms
5.84%
▲ 105.93%
1
Open
Jun 28, 2023