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Aulden Harlech-Jones and Rachael K Harlech-Jones - New Portfolio

Aulden Harlech-Jones and Rachael K Harlech-Jones
Individual Investor
Ranked #192,756 out of 781,066 TipRanks' Investors
Success Rate
56%
171 out of 306
profitable transactions
Average Return
15.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.72%
6-Month Return▲ 27.43%
12-Month Return▲ 56.19%
YTD Return▲ 5.86%
Total Return▲ 55.97%

Best Trade

Opened at
Closed at
Gain▲ 615.99%

Bio

Performance

27.67%0-27.67%
▲ 9.79%
▲ 3.53%
▼ 2.66%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.48%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.80%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 10.12%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.83%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 27.67%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.54%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 5.86%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.66%
▲ 8.13%▲ 1.21%▲ 2.48%
▼ 13.14%▲ 2.34%▼ 8.80%
▲ 2.93%▲ 2.10%▲ 10.12%
▲ 10.00%▼ 0.89%▲ 0.83%
▲ 26.04%▲ 5.96%▲ 27.67%
▲ 5.93%▼ 2.41%▼ 3.54%
▲ 9.79%▲ 0.95%▲ 5.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
3.18%
▲ 39.76%
8
Sell
Jan 16, 2025
Micron
1.77%
▲ 3.22%
4
Buy
Jan 15, 2025
Gold Resource
▲ 15.87%
3
Close
Jan 14, 2025
ARK 21Shares Bitcoin ETF Ben of Int
0.88%
▲ 46.88%
41
Sell
Jan 14, 2025
Park Hotels & Resorts
1.37%
▼ 7.11%
2
Buy
Jan 14, 2025
Tesla
15.7%
▲ 50.04%
29
Buy
Jan 13, 2025
Innoviz Technologies
▲ 89.64%
3
Close
Jan 09, 2025
Mastercard
▲ 41.68%
7
Sell
Jan 08, 2025
Amazon
▲ 39.15%
17
Close
Jan 07, 2025
BioNano Genomics
0.08%
▼ 67.11%
2
Buy
Jan 03, 2025
Akoustis Technologies
0.23%
▼ 69.38%
4
Buy
Jan 03, 2025
Advanced Micro Devices
5.08%
▲ 15.36%
13
Buy
Jan 03, 2025
Cyngn
0.13%
▼ 64.49%
2
Buy
Jan 03, 2025
Hercules Capital
▲ 1.87%
2
Close
Jan 03, 2025
Mobileye Global, Inc. Class A
▼ 48.40%
6
Sell
Dec 17, 2024
Lucky Strike Entertainment
0.33%
▼ 27.75%
3
Buy
Dec 16, 2024
Destiny Tech100 Inc.
▲ 55.13%
2
Sell
Dec 12, 2024
Alphabet Class A
1.64%
▲ 53.30%
11
Sell
Dec 11, 2024
Microstrategy
6.63%
▲ 59.72%
27
Buy
Dec 10, 2024
Adobe
0.86%
▼ 21.51%
1
Buy
Dec 10, 2024