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New Portfolio - New Portfolio

PerformancePortfolio Details

Adrian Perry

New Portfolio
Individual Investor
Ranked #42,048 out of 775,913 TipRanks' Investors
Success Rate
76%
32 out of 42
profitable transactions
Average Return
49.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 18.67%
6-Month Return▲ 67.91%
12-Month Return▲ 82.50%
YTD Return▲ 85.29%
Total Return▲ 196.86%

Best Trade

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

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 9.38%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.75%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 12.06%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 7.92%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.50%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 10.23%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 26.25%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 10.63%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 9.38%
▼ 2.25%▲ 3.53%▼ 3.75%
▲ 25.71%▲ 1.21%▲ 12.06%
▼ 4.22%▲ 2.34%▼ 7.92%
▲ 7.82%▲ 2.10%▲ 6.50%
▲ 5.38%▼ 0.89%▲ 10.23%
▲ 43.22%▲ 5.96%▲ 26.25%
▲ 3.34%▼ 1.56%▲ 10.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BTC-USD
Bitcoin
5.88%
▲ 36.46%
9
Open
May 21, 2024
ETH-USD
Ethereum
5.88%
▲ 42.31%
5
Open
May 21, 2024
AAPL
Apple
5.88%
▲ 15.47%
4
Open
May 20, 2024
MSFT
Microsoft
―
▲ 19.37%
3
Close
May 20, 2024
NVDA
Nvidia
5.88%
▲ 176.71%
5
Open
May 20, 2024
META
Meta Platforms
5.88%
▲ 61.74%
3
Open
May 20, 2024
GOOGL
Alphabet Class A
5.88%
▲ 32.70%
3
Open
May 20, 2024
COIN
Coinbase Global
5.88%
▲ 9.54%
3
Open
May 15, 2024
PARA
Paramount Global Class B
5.88%
▼ 13.91%
1
Open
May 15, 2024
DJT
Truth Social
5.88%
▼ 29.42%
1
Open
May 06, 2024
BABA
Alibaba
5.88%
▲ 2.15%
3
Open
Apr 14, 2024
RIOT
Riot Platforms
5.88%
▲ 34.77%
1
Open
Apr 14, 2024
SOFI
SoFi Technologies
―
▲ 28.55%
4
Close
Apr 12, 2024
TSLA
Tesla
5.88%
▲ 150.68%
3
Sell
Apr 12, 2024
GBTC
Grayscale Bitcoin
―
▲ 35.39%
1
Close
Mar 23, 2024
QQQ
Invesco QQQ Trust
5.88%
▲ 62.54%
1
Open
Apr 30, 2023
SPY
SPDR S&P 500 ETF Trust
5.88%
▲ 45.73%
1
Open
Apr 30, 2023
AMZN
Amazon
5.88%
▲ 113.30%
1
Open
Apr 28, 2023
GOOG
Alphabet Class C
5.88%
▲ 78.95%
1
Open
Apr 28, 2023
NIO
Nio
5.88%
▼ 42.31%
1
Open
Apr 28, 2023