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New Portfolio Jul 2023 - New Portfolio

New Portfolio Jul 2023
Individual Investor
Ranked #293,966 out of 746,803 TipRanks' Investors
Success Rate
56%
30 out of 54
profitable transactions
Average Return
4.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.55%
6-Month Return▲ 15.98%
12-Month Return▼ 5.27%
YTD Return▲ 1.72%
Total Return▼ 1.33%

Best Trade

Opened at
Closed at-
Gain▲ 209.68%

Bio

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▲ 9.68%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 8.77%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.82%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.71%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.31%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 11.99%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.68%
▼ 1.87%▲ 1.59%▼ 8.77%
▲ 14.08%▲ 5.22%▲ 4.31%
▲ 5.05%▲ 3.27%▲ 2.82%
▼ 12.40%▼ 4.03%▼ 7.27%
▲ 11.46%▲ 5.06%▲ 5.71%
▼ 2.25%▲ 3.53%▼ 5.31%
▲ 24.01%▲ 3.79%▲ 11.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pioneer Natural
▲ 34.91%
2
Close
May 02, 2024
Exxon Mobil
2.7%
▲ 2.67%
3
Open
May 02, 2024
APA
2.7%
▼ 2.40%
1
Open
Jan 09, 2024
ImmunoGen
▲ 4.55%
2
Open
Dec 27, 2023
Tenaya Therapeutics
2.7%
▲ 12.43%
1
Open
Dec 27, 2023
Protalix
2.7%
▼ 35.36%
1
Open
Dec 27, 2023
Senseonics Holdings
▼ 33.95%
2
Close
Nov 15, 2023
Palantir Technologies
2.7%
▲ 43.71%
1
Open
Nov 15, 2023
Microsoft
2.7%
▲ 22.05%
1
Open
Nov 15, 2023
Moderna
2.7%
▲ 63.90%
1
Open
Nov 15, 2023
Livent
▼ 22.53%
2
Close
Aug 23, 2023
SoFi Technologies
▼ 4.82%
2
Close
Aug 21, 2023
Jabil
2.7%
▲ 8.81%
1
Open
Aug 07, 2023
Aptose Biosciences
2.7%
▼ 82.27%
1
Open
Aug 07, 2023
Li Auto
▲ 27.87%
2
Close
Aug 04, 2023
Visa
▲ 0.35%
2
Close
Aug 04, 2023
Etsy
2.7%
▼ 19.76%
1
Open
Aug 04, 2023
Dynatrace
▼ 9.32%
2
Close
Aug 02, 2023
Palo Alto Networks
▼ 4.57%
2
Close
Aug 02, 2023
BP
▲ 2.33%
2
Close
Aug 02, 2023