Portfolio A - New Portfolio

Diana

Portfolio A
Individual Investor
Ranked #68,676 out of 753,381 TipRanks' Investors
Success Rate
66%
90 out of 137
profitable transactions
Average Return
15.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.51%
6-Month Return▲ 1.84%
12-Month Return▲ 12.71%
YTD Return▲ 3.66%
Total Return▲ 22.22%

Best Trade

Opened at
Closed at-
Gain▲ 178.93%

Bio

Private Investor

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 1.99%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.35%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.76%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.10%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.89%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.11%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.71%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 0.37%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 1.99%
▲ 14.08%▲ 5.22%▲ 5.35%
▲ 5.05%▲ 3.27%▲ 2.76%
▼ 12.40%▼ 4.03%▼ 7.10%
▲ 11.46%▲ 5.06%▲ 1.89%
▼ 2.25%▲ 3.53%▲ 1.11%
▲ 25.76%▲ 1.21%▲ 1.71%
▼ 2.89%▲ 2.06%▲ 0.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
Beam Therapeutics
1.06%
▲ 16.36%
1
Open
Jun 20, 2024
Braze
1.06%
▲ 29.99%
1
Open
Jun 20, 2024
Dynatrace
1.06%
▲ 15.39%
1
Open
Jun 20, 2024
Five9
1.06%
▼ 16.17%
1
Open
Jun 20, 2024
Global Payments
1.06%
▲ 17.08%
1
Open
Jun 20, 2024
Gitlab
1.06%
▲ 9.51%
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%
▼ 6.09%
3
Open
May 21, 2024
CAE
▼ 2.77%
2
Close
May 14, 2024
Archer Daniels Midland
▼ 8.47%
2
Close
Mar 27, 2024
Dollar General
▼ 4.76%
2
Close
Mar 15, 2024
Dycom
▲ 34.30%
2
Close
Feb 27, 2024
Axcelis Technologies
1.06%
▲ 4.48%
1
Open
Feb 21, 2024
Apple
▲ 14.52%
2
Close
Feb 09, 2024