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New Portfolio - New Portfolio

Daniel

New Portfolio
Individual Investor
Ranked #183,362 out of 743,457 TipRanks' Investors
Success Rate
69%
9 out of 13
profitable transactions
Average Return
20.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.47%
6-Month Return▲ 23.53%
12-Month Return▲ 28.40%
YTD Return▲ 22.58%
Total Return▲ 41.93%

Best Trade

Opened at
Closed at-
Gain▲ 127.23%

Bio

A newbie investor in the world of stocks

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 3.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.24%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.91%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.93%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.74%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.78%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.05%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.72%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.70%
▼ 1.87%▲ 1.59%▲ 2.24%
▲ 14.08%▲ 5.22%▲ 11.91%
▲ 5.05%▲ 3.27%▲ 4.93%
▼ 12.40%▼ 4.03%▼ 3.74%
▲ 11.46%▲ 5.06%▲ 6.78%
▼ 2.25%▲ 3.53%▲ 0.05%
▲ 0.26%▲ 0.21%▼ 0.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Emerson Electric Company
12.5%
▲ 13.47%
1
Open
Jan 21, 2024
Point Bridge GOP Stock Tracker ETF
12.5%
▲ 5.89%
1
Open
Jan 21, 2024
Advanced Drainage Systems
12.5%
▲ 16.17%
1
Open
Jan 21, 2024
PepsiCo
▼ 1.29%
2
Close
Jan 20, 2024
Amazon
▲ 50.98%
2
Close
Jan 12, 2024
Coca-Cola
▼ 0.93%
2
Close
Jan 12, 2024
Mondelez International
▲ 5.94%
2
Close
Jan 12, 2024
Taiwan Semiconductor Manufacturing
▲ 10.26%
2
Close
Jan 12, 2024
Nvidia
12.5%
▲ 127.23%
1
Open
Jan 12, 2024
McDonald's
12.5%
▼ 13.77%
1
Open
Jan 12, 2024
Texas Instruments
12.5%
▲ 19.82%
1
Open
Jan 12, 2024
American Express
12.5%
▲ 28.84%
1
Open
Jan 12, 2024
BlackRock
12.5%
▼ 0.91%
1
Open
Jan 12, 2024