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New Portfolio - New Portfolio

PerformancePortfolio Details

Adrian Perry

New Portfolio
Individual Investor
Ranked #50,624 out of 747,498 TipRanks' Investors
Success Rate
71%
30 out of 42
profitable transactions
Average Return
39.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.14%
6-Month Return▲ 34.72%
12-Month Return▲ 49.20%
YTD Return▲ 27.30%
Total Return▲ 103.97%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at
Gain▲ 241.14%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 9.50%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.14%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 23.51%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 3.09%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.38%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.57%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 16.02%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.50%
▼ 1.87%▲ 1.59%▼ 3.14%
▲ 14.08%▲ 5.22%▲ 23.51%
▲ 5.05%▲ 3.27%▼ 3.09%
▼ 12.40%▼ 4.03%▼ 10.26%
▲ 11.46%▲ 5.06%▲ 9.38%
▼ 2.25%▲ 3.53%▼ 3.57%
▲ 25.65%▲ 0.88%▲ 16.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BTC-USD
Bitcoin
5.88%
▲ 31.28%
9
Open
May 21, 2024
ETH-USD
Ethereum
5.88%
▲ 42.78%
5
Open
May 21, 2024
AAPL
Apple
5.88%
▲ 10.10%
4
Open
May 20, 2024
MSFT
Microsoft
―
▲ 19.23%
3
Close
May 20, 2024
NVDA
Nvidia
5.88%
▲ 172.28%
5
Open
May 20, 2024
META
Meta Platforms
5.88%
▲ 50.05%
3
Open
May 20, 2024
GOOGL
Alphabet Class A
5.88%
▲ 28.67%
3
Open
May 20, 2024
COIN
Coinbase Global
5.88%
▲ 4.78%
3
Open
May 15, 2024
PARA
Paramount Global Class B
5.88%
▼ 8.28%
1
Open
May 15, 2024
DJT
Truth Social
5.88%
▼ 28.85%
1
Open
May 06, 2024
BABA
Alibaba
5.88%
▼ 2.92%
3
Open
Apr 14, 2024
RIOT
Riot Platforms
5.88%
▲ 40.37%
1
Open
Apr 14, 2024
SOFI
SoFi Technologies
―
▲ 28.55%
4
Close
Apr 12, 2024
TSLA
Tesla
5.88%
▲ 42.41%
3
Sell
Apr 12, 2024
GBTC
Grayscale Bitcoin
―
▼ 5.78%
1
Close
Mar 23, 2024
QQQ
Invesco QQQ Trust
5.88%
▲ 48.72%
1
Open
Apr 30, 2023
SPY
SPDR S&P 500 ETF Trust
5.88%
▲ 34.47%
1
Open
Apr 30, 2023
AMZN
Amazon
5.88%
▲ 73.67%
1
Open
Apr 28, 2023
GOOG
Alphabet Class C
5.88%
▲ 65.95%
1
Open
Apr 28, 2023
NIO
Nio
5.88%
▼ 43.33%
1
Open
Apr 28, 2023