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New Portfolio - New Portfolio

GFitzgeraldJ

New Portfolio
Individual Investor
Ranked #128,713 out of 781,107 TipRanks' Investors
Success Rate
63%
17 out of 27
profitable transactions
Average Return
47.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.97%
6-Month Return▼ 9.80%
12-Month Return▼ 0.99%
YTD Return▲ 5.88%
Total Return▲ 22.70%

Best Trade

Opened at
Closed at-
Gain▲ 851.26%

Bio

Making the most out of retirement!

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.89%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.48%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 4.38%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 4.29%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.54%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.30%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 9.07%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 5.88%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.89%
▲ 8.13%▲ 1.21%▲ 5.48%
▼ 13.14%▲ 2.34%▼ 4.38%
▲ 2.93%▲ 2.10%▼ 4.29%
▲ 10.00%▼ 0.89%▼ 4.54%
▲ 26.04%▲ 5.96%▲ 7.30%
▲ 5.93%▼ 2.41%▼ 9.07%
▲ 7.55%▲ 1.96%▲ 5.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IAMGOLD
3.85%
▲ 8.14%
1
Open
Dec 27, 2024
Coca-Cola Bottling Co Consolidated
3.85%
▲ 12.49%
1
Open
Dec 27, 2024
Walmart
3.85%
▲ 0.31%
1
Open
Dec 27, 2024
Cadrenal Therapeutics, Inc.
3.85%
▲ 20.00%
1
Open
Oct 15, 2024
Corbus Pharmaceuticals
3.85%
▼ 69.62%
1
Open
Mar 29, 2024
Elevation Oncology
3.85%
▼ 86.14%
1
Open
Mar 29, 2024
Super Micro Computer
3.85%
▼ 73.43%
1
Open
Mar 07, 2024
Netflix
3.85%
▲ 57.49%
1
Open
Jan 24, 2024
Adobe
3.85%
▼ 27.86%
1
Open
Dec 27, 2023
Imperial Oil
3.85%
▲ 24.07%
1
Open
Dec 23, 2023
C4 Therapeutics
3.85%
▼ 20.40%
1
Open
Dec 15, 2023
Seagen
▲ 11.36%
2
Close
Dec 12, 2023
Comcast
3.85%
▼ 10.60%
1
Open
Nov 02, 2023
Roku
3.85%
▲ 27.12%
1
Open
Nov 01, 2023
Public Storage
3.85%
▲ 12.86%
1
Open
Oct 11, 2023
Enbridge
3.85%
▲ 39.59%
1
Open
Aug 18, 2023
Generac Holdings
3.85%
▲ 25.12%
1
Open
Jun 20, 2023
Carvana Co
3.85%
▲ 851.26%
1
Open
Jun 08, 2023
Invesco QQQ Trust
3.85%
▲ 56.80%
1
Open
May 19, 2023
Astellas Pharma
3.85%
▼ 43.17%
1
Open
May 15, 2023