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Portfolio A - New Portfolio

Diana

Portfolio A
Individual Investor
Ranked #72,580 out of 781,361 TipRanks' Investors
Success Rate
67%
95 out of 141
profitable transactions
Average Return
19.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.47%
6-Month Return▲ 5.90%
12-Month Return▲ 9.50%
YTD Return▲ 3.28%
Total Return▲ 27.35%

Best Trade

Opened at
Closed at-
Gain▲ 305.32%

Bio

Private Investor

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.11%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.71%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.90%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.25%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.40%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.90%
Dec 2024
▲ 5.87%
▲ 2.90%
▲ 3.28%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.11%
▲ 8.13%▲ 1.21%▲ 1.71%
▼ 13.14%▲ 2.34%▲ 0.36%
▲ 2.93%▲ 2.10%▲ 1.90%
▲ 10.00%▼ 0.89%▼ 2.25%
▲ 26.04%▲ 5.96%▲ 5.40%
▲ 5.93%▼ 2.41%▼ 3.90%
▲ 5.87%▲ 2.90%▲ 3.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Celanese
▼ 27.56%
2
Close
Jan 15, 2025
Vera Therapeutics
▼ 14.97%
2
Close
Jan 13, 2025
Five Below
▲ 1.39%
4
Close
Jan 07, 2025
Five9
▲ 0.38%
2
Close
Jan 02, 2025
Calix
▼ 3.27%
4
Close
Dec 24, 2024
Apple
▲ 7.57%
4
Close
Oct 21, 2024
Beam Therapeutics
▲ 2.65%
2
Close
Oct 18, 2024
Cadence Design
1.12%
▲ 20.29%
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
1.12%
▲ 30.66%
1
Open
Jun 20, 2024
Dynatrace
1.12%
▲ 22.23%
1
Open
Jun 20, 2024
Global Payments
1.12%
▲ 15.56%
1
Open
Jun 20, 2024
Gitlab
1.12%
▲ 51.68%
1
Open
Jun 20, 2024
Electronic Arts
▲ 11.71%
2
Close
Jun 17, 2024