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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 #243,734 out of 747,498 TipRanks' Investors
Success Rate
53%
95 out of 179
profitable transactions
Average Return
7.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.78%
6-Month Return▲ 16.76%
12-Month Return▲ 2.66%
YTD Return▲ 9.05%
Total Return▲ 20.30%

Best Trade

Opened at
Closed at-
Gain▲ 494.71%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 15.54%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.42%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.36%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.91%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.46%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.66%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.32%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 15.54%
▼ 1.87%▲ 1.59%▼ 5.40%
▲ 14.08%▲ 5.22%▲ 10.42%
▲ 5.05%▲ 3.27%▼ 1.36%
▼ 12.40%▼ 4.03%▼ 3.91%
▲ 11.46%▲ 5.06%▲ 8.46%
▼ 2.25%▲ 3.53%▼ 2.66%
▲ 25.65%▲ 0.88%▲ 4.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
17.55%
▲ 317.45%
6
Buy
Jul 19, 2024
ARK 21Shares Bitcoin ETF Ben of Int
11.44%
▲ 5.27%
5
Sell
Jul 19, 2024
CrowdStrike Holdings
1.3%
0.00%
1
Buy
Jul 19, 2024
Zapp Electric Vehicles
1.18%
▼ 23.97%
1
Buy
Jul 18, 2024
Cyngn
0.5%
▼ 28.57%
1
Buy
Jul 16, 2024
Gitlab
0.57%
▲ 8.22%
1
Buy
Jul 16, 2024
Broadcom
1.67%
▼ 6.43%
1
Buy
Jul 16, 2024
Microstrategy
3.02%
▲ 60.21%
5
Buy
Jul 15, 2024
Borussia Dortmund GmbH & Co. KGaA
▼ 14.72%
2
Close
Jul 13, 2024
NextEra Energy
▲ 0.18%
2
Sell
Jul 12, 2024
AstraZeneca
▲ 22.47%
3
Sell
Jul 12, 2024
Moderna
▲ 29.22%
2
Close
Jul 12, 2024
Li Auto
0.83%
▼ 38.04%
6
Buy
Jul 11, 2024
Mercadolibre
1.4%
▲ 84.27%
3
Buy
Jul 11, 2024
Advanced Micro Devices
0.97%
▲ 65.44%
8
Sell
Jul 11, 2024
Enovix
0.83%
▼ 4.23%
5
Sell
Jul 11, 2024
Mastercard
3.77%
▲ 22.92%
3
Buy
Jul 11, 2024
Take-Two
1.6%
▲ 11.97%
5
Buy
Jul 11, 2024
Alphabet Class A
3.4%
▲ 64.76%
6
Sell
Jul 11, 2024
Tesla
14.24%
▲ 17.10%
15
Sell
Jul 11, 2024