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****2541 - New Portfolio

RAFA B

****2541
Individual Investor
Ranked #54,632 out of 793,836 TipRanks' Investors
Success Rate
66%
27 out of 41
profitable transactions
Average Return
50.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.77%
6-Month Return▲ 0.82%
12-Month Return▲ 15.29%
YTD Return▼ 16.77%
Total Return▲ 42.68%

Best Trade

Opened at
Closed at
Gain▲ 200.91%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 2.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 7.14%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.04%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 12.62%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 7.51%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 6.20%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 13.14%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 9.77%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 2.63%
▲ 2.93%▲ 2.10%▲ 7.14%
▲ 10.00%▼ 0.89%▲ 0.04%
▲ 26.01%▲ 5.96%▲ 12.62%
▲ 5.33%▼ 2.41%▲ 7.51%
▲ 5.89%▲ 2.69%▲ 6.20%
▼ 12.86%▼ 1.27%▼ 13.14%
▼ 1.65%▼ 6.20%▼ 9.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Information Technology ETF
1.7%
▲ 39.92%
7
Buy
Dec 20, 2024
Vanguard Small Cap Index Fd Admiral Shs
0.88%
▲ 3.80%
5
Buy
Dec 20, 2024
Vanguard Mid-Cap Growth Index Fd Admiral
4.37%
▲ 34.33%
5
Buy
Dec 20, 2024
Vanguard Growth Index Fd Admiral Shs
5.99%
▲ 72.46%
5
Buy
Dec 20, 2024
Vanguard Total Stock Market Index Fd Admiral Shs
62.89%
▲ 28.90%
5
Buy
Dec 20, 2024
Alphabet Class C
1.43%
▲ 103.21%
6
Buy
Dec 17, 2024
Amazon
1.76%
▲ 126.90%
3
Buy
Nov 19, 2024
Tesla
19.91%
▲ 111.33%
4
Buy
Nov 19, 2024
Fidelity Freedom Blend 2030 Fund Class K
▼ 86.71%
2
Sell
Nov 19, 2024
American Heritage International
0.00%
2
Close
Nov 19, 2024
Tesla Exploration
0.00%
2
Close
Nov 19, 2024
ARK Innovation ETF
▲ 6.85%
2
Sell
Aug 08, 2024
Shopify
1.06%
▲ 51.99%
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