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New Portfolio Mar 2023
- New Portfolio
Performance
Portfolio Details
New Portfolio Mar 2023
Individual Investor
Ranked #102,170 out of 747,498 TipRanks' Investors
Success Rate
63%
22 out of 35
profitable transactions
Average Return
33.22%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 7.64%
6-Month Return
▲ 42.68%
12-Month Return
▲ 10.59%
YTD Return
▲ 16.52%
Total Return
▲ 13.00%
Best Trade
Asset
NuScale Power (SMR)
Opened at
Jan 09, 2024
Closed at
-
Gain
▲ 357.49%
Bio
Bottom Feeding, edgy, future leaning...
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
29.87%
0
-29.87%
▲ 5.14%
▲ 4.57%
▼ 4.35%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 18.13%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 5.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 19.94%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 4.86%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.18%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 5.09%
Jul 2024
TipRanks Average
S&P 500
Investor Portfolio
▲ 5.14%
▲ 4.57%
▼ 4.35%
▼ 1.87%
▲ 1.59%
▼ 18.13%
▲ 14.08%
▲ 5.22%
▼ 5.36%
▲ 5.05%
▲ 3.27%
▲ 19.94%
▼ 12.40%
▼ 4.03%
▲ 4.86%
▲ 11.46%
▲ 5.06%
▲ 11.34%
▼ 2.25%
▲ 3.53%
▲ 2.18%
▲ 29.87%
▲ 0.88%
▲ 5.09%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CYA
Simplify Tail Risk Strategy ETF
―
▼ 91.42%
3
Close
Mar 07, 2024
KEY
KeyCorp
0%
▲ 10.43%
1
Open
Jan 31, 2024
EMXC
iShares MSCI Emerging Markets ex China ETF
0.06%
▲ 9.20%
2
Sell
Jan 15, 2024
SE
Sea
3.74%
▲ 77.07%
2
Sell
Jan 15, 2024
PAAS
Pan American Silver
1.16%
▲ 47.53%
2
Buy
Jan 15, 2024
CXSE
WisdomTree China ex-State-Owned Enterprises Fund
0.75%
▲ 2.66%
2
Sell
Jan 15, 2024
RAYC
Rayliant Quantamental China Equity ETF
1.24%
▲ 9.64%
3
Sell
Jan 15, 2024
HSY
The Hershey Company
―
▼ 1.27%
2
Close
Jan 15, 2024
SMR
NuScale Power
4.34%
▲ 314.03%
3
Buy
Jan 09, 2024
KGC
Kinross Gold
―
▲ 43.77%
2
Close
Jan 08, 2024
OR
Osisko Gold Royalties
―
▼ 8.67%
2
Close
Jan 08, 2024
LILM
Lilium
1.68%
▼ 1.34%
2
Buy
Jan 08, 2024
LCID
Lucid Group
―
▼ 12.04%
2
Close
Jan 08, 2024
NEWP
New Pacific Metals
1.01%
▼ 6.78%
2
Buy
Jan 08, 2024
AFK
VanEck Africa Index ETF
1.49%
▲ 15.08%
1
Open
Jan 08, 2024
BAC
Bank of America
3.91%
▲ 27.24%
1
Open
Jan 08, 2024
ENVX
Enovix
1.41%
▲ 19.66%
1
Open
Jan 08, 2024
GXG
Global X MSCI Colombia ETF
2.33%
▲ 3.86%
1
Open
Jan 08, 2024
ILF
iShares Latin America 40 ETF
2.37%
▼ 8.77%
1
Open
Jan 08, 2024
NCNO
nCino
3.06%
▼ 7.55%
1
Open
Jan 08, 2024
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