tiprankstipranks

Small & Mid Cap Stocks - New Portfolio

BULLO.888

Small & Mid Cap Stocks
Individual Investor
Ranked #202,314 out of 747,046 TipRanks' Investors
Success Rate
54%
137 out of 256
profitable transactions
Average Return
12.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.92%
6-Month Return▲ 16.05%
12-Month Return▲ 4.86%
YTD Return▲ 10.11%
Total Return▲ 16.83%

Best Trade

Opened at
Closed at-
Gain▲ 300.80%

Bio

Private Investor

Performance

19.38%0-19.38%
▲ 5.14%
▲ 4.57%
▲ 16.68%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.65%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.60%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.52%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.12%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.27%
Jun 2024
▲ 19.38%
▲ 2.34%
▲ 8.20%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 16.68%
▼ 1.87%▲ 1.59%▼ 3.65%
▲ 14.08%▲ 5.22%▲ 10.60%
▲ 5.05%▲ 3.27%▲ 2.52%
▼ 12.40%▼ 4.03%▼ 8.39%
▲ 11.46%▲ 5.06%▲ 5.12%
▼ 2.25%▲ 3.53%▼ 3.27%
▲ 19.38%▲ 2.34%▲ 8.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Bulk Shipping
▲ 40.78%
2
Close
Apr 10, 2024
Star Bulk Carriers
0%
▲ 2.92%
1
Open
Apr 10, 2024
Daseke
▲ 21.38%
2
Close
Apr 01, 2024
CymaBay Therapeutics
▲ 285.75%
2
Close
Mar 25, 2024
Voxeljet
▼ 51.88%
2
Close
Mar 22, 2024
Alteryx
▲ 30.61%
2
Close
Mar 18, 2024
Ambrx Biopharma
▲ 94.44%
2
Close
Mar 08, 2024
Aaron's Company
0%
▲ 6.36%
1
Open
Oct 05, 2023
European Wax Center
0%
▼ 35.13%
1
Open
Oct 05, 2023
DaVita
0%
▲ 53.07%
1
Open
Oct 05, 2023
Nauticus Robotics
0%
▼ 92.93%
1
Open
Oct 03, 2023
PROS Holdings
0%
▼ 27.78%
1
Open
Oct 01, 2023
Zeta Global Holdings Corp
0%
▲ 152.11%
1
Open
Sep 28, 2023
Surge Energy
0%
▼ 21.61%
1
Open
Sep 25, 2023
C3ai
0%
▲ 22.49%
1
Open
Sep 24, 2023
Trulieve Cannabis
0%
▲ 58.66%
1
Open
Sep 20, 2023
Blink Charging Co
0%
▼ 0.57%
1
Open
Sep 20, 2023
Curaleaf Holdings
0%
▼ 5.51%
1
Open
Sep 20, 2023
Five9
0%
▼ 30.02%
1
Open
Sep 19, 2023
SentinelOne
0%
▲ 27.19%
1
Open
Sep 19, 2023