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Portfolio A - New Portfolio

Diana

Portfolio A
Individual Investor
Ranked #75,475 out of 769,002 TipRanks' Investors
Success Rate
67%
94 out of 140
profitable transactions
Average Return
16.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.09%
6-Month Return▲ 1.23%
12-Month Return▲ 15.67%
YTD Return▲ 4.63%
Total Return▲ 23.36%

Best Trade

Opened at
Closed at-
Gain▲ 197.04%

Bio

Private Investor

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.10%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.89%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.11%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.71%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.36%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.90%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.39%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 1.49%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.10%
▲ 11.46%▲ 5.06%▲ 1.89%
▼ 2.25%▲ 3.53%▲ 1.11%
▲ 25.72%▲ 1.21%▲ 1.71%
▼ 4.22%▲ 2.34%▲ 0.36%
▲ 7.82%▲ 2.10%▲ 1.90%
▲ 5.70%▼ 0.89%▼ 2.39%
▲ 21.94%▲ 3.81%▲ 1.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▲ 7.57%
4
Close
Oct 21, 2024
Vera Therapeutics
1.08%
▲ 11.89%
1
Open
Oct 19, 2024
Beam Therapeutics
▲ 2.65%
2
Close
Oct 18, 2024
Cadence Design
1.08%
▲ 17.60%
1
Open
Oct 18, 2024
Aptiv
▼ 11.01%
2
Close
Oct 03, 2024
Walt Disney
▼ 3.17%
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
1.08%
▲ 4.38%
1
Open
Jun 20, 2024
Dynatrace
1.08%
▲ 17.34%
1
Open
Jun 20, 2024
Five9
1.08%
▼ 5.67%
1
Open
Jun 20, 2024
Global Payments
1.08%
▲ 21.96%
1
Open
Jun 20, 2024
Gitlab
1.08%
▲ 44.87%
1
Open
Jun 20, 2024
Electronic Arts
▲ 11.71%
2
Close
Jun 17, 2024
DZS
▼ 79.55%
2
Close
May 22, 2024
Five Below
1.08%
▼ 5.85%
3
Open
May 21, 2024
CAE
▼ 2.77%
2
Close
May 14, 2024