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New Portfolio - New Portfolio

PerformancePortfolio Details

Jeff Price

New Portfolio
Individual Investor
Ranked #129,799 out of 781,348 TipRanks' Investors
Success Rate
64%
54 out of 84
profitable transactions
Average Return
14.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.83%
6-Month Return▲ 0.69%
12-Month Return▲ 32.39%
YTD Return▲ 7.76%
Total Return▲ 63.00%

Best Trade

AssetSuper Micro... (SMCI)
Opened at
Closed at
Gain▲ 284.99%

Bio

Aggressive with some income

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.26%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.89%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.12%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 2.49%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.59%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.15%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.95%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 7.76%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.26%
▲ 8.13%▲ 1.21%▲ 3.89%
▼ 13.14%▲ 2.34%▼ 2.12%
▲ 2.93%▲ 2.10%▼ 2.49%
▲ 10.00%▼ 0.89%▼ 1.59%
▲ 26.04%▲ 5.96%▲ 6.15%
▲ 5.93%▼ 2.41%▼ 4.95%
▲ 6.90%▲ 1.96%▲ 7.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LULU
Lululemon Athletica
―
▲ 38.31%
3
Close
Jan 17, 2025
UNH
UnitedHealth
0.74%
▲ 4.23%
5
Buy
Jan 16, 2025
IONQ
IonQ
3.37%
▲ 38.18%
1
Open
Dec 02, 2024
SMR
NuScale Power
2.47%
▲ 2.98%
1
Open
Dec 02, 2024
TMHC
Taylor Morrison
2.7%
▲ 29.62%
7
Open
Nov 18, 2024
KSS
Kohl's
2.2%
▼ 21.51%
1
Open
Nov 18, 2024
TQQQ
ProShares UltraPro QQQ
26.51%
▲ 12.25%
9
Open
Nov 07, 2024
SQQQ
ProShares UltraPro Short QQQ
―
▼ 19.62%
9
Close
Nov 07, 2024
CCL
Carnival
3.17%
▲ 8.11%
1
Open
Nov 07, 2024
AMD
Advanced Micro Devices
2.45%
▼ 18.38%
1
Open
Nov 07, 2024
MSTR
Microstrategy
3.99%
▲ 43.68%
1
Open
Nov 07, 2024
META
Meta Platforms
―
▲ 10.92%
4
Close
Oct 31, 2024
SMCI
Super Micro Computer
2.19%
▲ 128.65%
3
Open
Aug 29, 2024
CCAP
Crescent Capital BDC
―
▲ 26.25%
3
Close
Aug 06, 2024
SFL
SFL Corporation
―
▲ 28.90%
3
Close
Aug 06, 2024
NAT
Nordic American Tanker
―
▼ 2.80%
4
Close
Aug 06, 2024
SDGR
Schrodinger
―
▼ 26.92%
3
Close
Aug 06, 2024
PLTR
Palantir Technologies
―
▲ 34.00%
6
Close
Aug 06, 2024
MO
Altria Group
2.96%
▲ 4.76%
1
Open
Aug 02, 2024
KRP
Kimbell Royalty Partners
3%
▲ 6.69%
1
Open
Aug 02, 2024