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****2541 - New Portfolio

RAFA B

****2541
Individual Investor
Ranked #42,743 out of 769,291 TipRanks' Investors
Success Rate
75%
27 out of 36
profitable transactions
Average Return
64.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.19%
6-Month Return▲ 22.10%
12-Month Return▲ 33.43%
YTD Return▲ 25.21%
Total Return▲ 53.35%

Best Trade

Opened at
Closed at
Gain▲ 200.91%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.31%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.96%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.72%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.16%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.63%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.14%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.04%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 8.32%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.31%
▲ 11.46%▲ 5.06%▲ 2.96%
▼ 2.25%▲ 3.53%▲ 7.72%
▲ 25.72%▲ 1.21%▲ 1.16%
▼ 4.22%▲ 2.34%▼ 2.63%
▲ 7.82%▲ 2.10%▲ 7.14%
▲ 5.70%▼ 0.89%▲ 0.04%
▲ 37.60%▲ 4.40%▲ 8.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
1.35%
▲ 139.72%
5
Buy
Nov 19, 2024
Amazon
1.59%
▲ 130.15%
3
Buy
Nov 19, 2024
Tesla
23.58%
▲ 128.94%
4
Buy
Nov 19, 2024
Fidelity Freedom Blend 2030 Fund Class K
▼ 86.71%
2
Sell
Nov 19, 2024
American Heritage International
▼ 100.00%
2
Close
Nov 19, 2024
Tesla Exploration
0.00%
2
Close
Nov 19, 2024
Vanguard Information Technology ETF
1.72%
▲ 47.90%
6
Sell
Nov 18, 2024
Vanguard Small Cap Index Fd Admiral Shs
0.89%
▲ 23.26%
4
Buy
Sep 27, 2024
Vanguard Total Stock Market Index Fd Admiral Shs
59.86%
▲ 48.47%
4
Buy
Sep 27, 2024
Vanguard Mid-Cap Growth Index Fd Admiral
4.19%
▲ 56.87%
4
Buy
Sep 26, 2024
Vanguard Growth Index Fd Admiral Shs
5.77%
▲ 107.76%
4
Buy
Sep 26, 2024
ARK Innovation ETF
▲ 6.85%
2
Sell
Aug 08, 2024
Shopify
1.04%
▲ 67.40%
1
Buy
Aug 07, 2024
Vanguard Total Bond Market Index Fund Admiral Shares
▼ 0.60%
3
Close
Jul 18, 2024
Coinbase Global
▲ 54.28%
2
Close
Aug 13, 2023