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New Portfolio Jun 2023 - New Portfolio

Tana Studio 41

New Portfolio Jun 2023
Individual Investor
Ranked #128,569 out of 791,571 TipRanks' Investors
Success Rate
61%
72 out of 118
profitable transactions
Average Return
10.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.54%
6-Month Return▼ 4.74%
12-Month Return▲ 5.10%
YTD Return▲ 0.25%
Total Return▲ 17.87%

Best Trade

Opened at
Closed at-
Gain▲ 164.34%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.29%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.25%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.45%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.03%
Nov 2024
▲ 5.73%
▼ 2.41%
▼ 5.24%
Dec 2024
▲ 5.36%
▲ 2.69%
▲ 3.74%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.54%
Feb 2025
▼ 1.06%
▼ 6.44%
▼ 3.88%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.29%
▲ 2.93%▲ 2.10%▲ 3.25%
▲ 10.00%▼ 0.89%▼ 3.45%
▲ 26.01%▲ 5.96%▲ 2.03%
▲ 5.73%▼ 2.41%▼ 5.24%
▲ 5.36%▲ 2.69%▲ 3.74%
▼ 12.86%▼ 1.27%▲ 0.54%
▼ 1.06%▼ 6.44%▼ 3.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Innovative Industrial Properties
3.95%
▲ 5.84%
5
Buy
Jan 29, 2025
Realty Income
8.08%
▲ 9.71%
9
Buy
Jan 29, 2025
Apple
3.42%
▲ 6.46%
6
Buy
Sep 03, 2024
Alphabet Class A
4.92%
▲ 13.29%
7
Buy
Sep 03, 2024
AbbVie
3.87%
▲ 51.59%
4
Buy
Sep 03, 2024
Microsoft
3.22%
▲ 1.95%
4
Buy
Sep 03, 2024
Nvidia
6.19%
▲ 75.08%
4
Buy
Sep 03, 2024
Merck & Company
2.13%
▼ 15.74%
3
Buy
Sep 03, 2024
Amazon
5.08%
▲ 21.90%
5
Buy
Sep 03, 2024
Eli Lilly & Co
1.51%
▼ 3.88%
2
Buy
Sep 03, 2024
United Parcel
1.58%
▼ 17.97%
3
Buy
Aug 13, 2024
TSMC
3.82%
▲ 41.22%
3
Buy
Jul 03, 2024
Starbucks
3.58%
▲ 20.34%
5
Buy
Jul 03, 2024
McDonald's
2.2%
▲ 20.08%
4
Buy
Jul 03, 2024
Solventum Corporation
0.19%
▲ 45.55%
1
Open
Jul 03, 2024
Monster Beverage
2.02%
▼ 0.86%
3
Buy
Jun 10, 2024
Visa
2.4%
▲ 21.45%
2
Buy
Jun 10, 2024
Meta Platforms
7.1%
▲ 74.11%
4
Buy
May 03, 2024
Advanced Micro Devices
1.23%
▼ 20.45%
2
Buy
May 03, 2024
Super Micro Computer
1.43%
▼ 28.22%
2
Buy
May 03, 2024