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New Portfolio - New Portfolio

Daniel

New Portfolio
Individual Investor
Ranked #178,885 out of 769,632 TipRanks' Investors
Success Rate
77%
10 out of 13
profitable transactions
Average Return
31.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.69%
6-Month Return▲ 14.96%
12-Month Return▲ 46.75%
YTD Return▲ 41.92%
Total Return▲ 64.33%

Best Trade

Opened at
Closed at-
Gain▲ 159.52%

Bio

A newbie investor in the world of stocks

Performance

36.08%0-36.08%
▼ 12.40%
▼ 4.03%
▼ 3.74%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.78%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.05%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.26%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.37%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.76%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.40%
Oct 2024
▲ 36.08%
▲ 4.73%
▲ 4.45%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.74%
▲ 11.46%▲ 5.06%▲ 6.78%
▼ 2.25%▲ 3.53%▲ 0.05%
▲ 25.72%▲ 1.21%▲ 6.26%
▼ 4.22%▲ 2.34%▲ 0.37%
▲ 7.82%▲ 2.10%▲ 2.76%
▲ 5.70%▼ 0.89%▲ 0.40%
▲ 36.08%▲ 4.73%▲ 4.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Emerson Electric Company
12.5%
▲ 37.84%
1
Open
Jan 21, 2024
Point Bridge GOP Stock Tracker ETF
12.5%
▲ 25.25%
1
Open
Jan 21, 2024
Advanced Drainage Systems
12.5%
▼ 2.16%
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%
▲ 159.52%
1
Open
Jan 12, 2024
McDonald's
12.5%
▲ 0.70%
1
Open
Jan 12, 2024
Texas Instruments
12.5%
▲ 23.52%
1
Open
Jan 12, 2024
American Express
12.5%
▲ 66.96%
1
Open
Jan 12, 2024
BlackRock
12.5%
▲ 32.06%
1
Open
Jan 12, 2024