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Portfolio A - New Portfolio

Diana

Portfolio A
Individual Investor
Ranked #95,543 out of 775,923 TipRanks' Investors
Success Rate
64%
90 out of 141
profitable transactions
Average Return
16.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.21%
6-Month Return▲ 4.00%
12-Month Return▲ 5.45%
YTD Return▲ 5.22%
Total Return▲ 24.07%

Best Trade

Opened at
Closed at-
Gain▲ 271.41%

Bio

Private Investor

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.89%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.11%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.71%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.36%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.90%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.25%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.40%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.30%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 1.89%
▼ 2.25%▲ 3.53%▲ 1.11%
▲ 25.71%▲ 1.21%▲ 1.71%
▼ 4.22%▲ 2.34%▲ 0.36%
▲ 7.82%▲ 2.10%▲ 1.90%
▲ 5.38%▼ 0.89%▼ 2.25%
▲ 43.22%▲ 5.96%▲ 5.40%
▲ 3.34%▼ 1.56%▼ 3.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Calix
1.06%
▼ 3.17%
3
Open
Dec 06, 2024
Apple
▲ 7.57%
4
Close
Oct 21, 2024
Vera Therapeutics
1.06%
▲ 4.18%
1
Open
Oct 19, 2024
Beam Therapeutics
▲ 2.65%
2
Close
Oct 18, 2024
Cadence Design
1.06%
▲ 16.61%
1
Open
Oct 18, 2024
Aptiv
▼ 11.01%
2
Close
Oct 03, 2024
Walt Disney
▼ 2.73%
2
Close
Oct 01, 2024
Helios Technologies
▼ 28.21%
2
Close
Aug 15, 2024
Lowe's
▲ 21.39%
2
Close
Aug 15, 2024
Etsy
▼ 42.47%
2
Close
Aug 15, 2024
Illumina
▼ 39.04%
2
Close
Jul 24, 2024
Lumentum Holdings
▲ 6.59%
2
Close
Jul 09, 2024
Braze
1.06%
▲ 28.40%
1
Open
Jun 20, 2024
Dynatrace
1.06%
▲ 25.49%
1
Open
Jun 20, 2024
Five9
1.06%
▲ 5.82%
1
Open
Jun 20, 2024
Global Payments
1.06%
▲ 19.24%
1
Open
Jun 20, 2024
Gitlab
1.06%
▲ 39.46%
1
Open
Jun 20, 2024
Electronic Arts
▲ 11.71%
2
Close
Jun 17, 2024
DZS
▼ 79.55%
2
Close
May 22, 2024
Five Below
1.06%
▲ 2.86%
3
Open
May 21, 2024