New Portfolio - New Portfolio

moe moe

New Portfolio
Individual Investor
Ranked #152,885 out of 761,825 TipRanks' Investors
Success Rate
61%
33 out of 54
profitable transactions
Average Return
18.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.39%
6-Month Return▲ 7.62%
12-Month Return▲ 19.10%
YTD Return▲ 3.81%
Total Return▲ 26.57%

Best Trade

Opened at
Closed at-
Gain▲ 145.05%

Bio

heavy hitters

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 4.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.70%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.12%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.31%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.43%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.71%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 1.53%
Sep 2024
▲ 10.14%
▲ 1.49%
▲ 0.70%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 4.61%
▼ 12.40%▼ 4.03%▼ 4.70%
▲ 11.46%▲ 5.06%▲ 7.12%
▼ 2.25%▲ 3.53%▼ 1.31%
▲ 25.72%▲ 1.21%▼ 0.43%
▼ 4.21%▲ 2.34%▼ 1.71%
▲ 7.81%▲ 2.10%▲ 1.53%
▲ 10.14%▲ 1.49%▲ 0.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SoFi Technologies
1.25%
▲ 42.38%
3
Buy
Jul 28, 2023
Perrigo Company
0.59%
▼ 21.31%
3
Buy
Jul 13, 2023
Simon Property
3.86%
▲ 69.97%
3
Buy
Jul 13, 2023
Devon Energy
0.87%
▼ 14.55%
2
Buy
Jul 13, 2023
Amprius Technologies Inc
▼ 16.32%
2
Close
Jul 12, 2023
Glencore
▲ 8.40%
2
Close
Jul 12, 2023
Okta
1.57%
▼ 2.13%
1
Open
Jun 13, 2023
Fuelcell Energy
▲ 10.20%
4
Close
Jun 12, 2023
Transocean
0.2%
▼ 26.79%
3
Buy
Jun 12, 2023
Microsoft
8.87%
▲ 33.00%
3
Buy
Jun 09, 2023
Nio
▼ 4.28%
3
Close
Jun 08, 2023
Ginkgo Bioworks Holdings
▲ 33.33%
2
Close
Jun 08, 2023
Rite Aid
▼ 1.05%
2
Close
Jun 08, 2023
Virgin Galactic Holdings
▲ 2.75%
2
Close
Jun 08, 2023
Velo3D
▼ 0.55%
2
Close
Jun 08, 2023
Apple
4.92%
▲ 33.41%
3
Buy
Jun 02, 2023
Marvell
1.69%
▲ 22.68%
1
Open
May 26, 2023
Tesla
4.67%
▲ 29.92%
2
Buy
May 17, 2023
Alphabet Class C
6.95%
▲ 38.38%
2
Buy
May 17, 2023
Netflix
14.53%
▲ 103.50%
2
Buy
May 17, 2023