tiprankstipranks

New Portfolio - New Portfolio

Daniel Schablik

New Portfolio
Individual Investor
Ranked #424,569 out of 769,291 TipRanks' Investors
Success Rate
42%
16 out of 38
profitable transactions
Average Return
0.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.51%
6-Month Return▲ 5.44%
12-Month Return▲ 24.40%
YTD Return▲ 9.18%
Total Return▼ 5.10%

Best Trade

Opened at
Closed at-
Gain▲ 226.21%

Bio

Went covid crazy with a few bad stocks. Slowly learning from my mistakes, adding well priced companies to make my portfolio more stable with hopefully long term growth.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.78%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.58%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.23%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.85%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.77%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.29%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 0.87%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.57%
▲ 11.46%▲ 5.06%▲ 7.78%
▼ 2.25%▲ 3.53%▼ 4.58%
▲ 25.72%▲ 1.21%▲ 7.23%
▼ 4.22%▲ 2.34%▼ 2.85%
▲ 7.82%▲ 2.10%▲ 7.77%
▲ 5.70%▼ 0.89%▼ 2.29%
▲ 23.63%▲ 3.84%▲ 0.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shift Technologies
▼ 98.46%
2
Close
Oct 14, 2024
Albemarle
0.89%
▼ 53.38%
1
Open
Jul 15, 2023
Humana
1.6%
▼ 31.14%
1
Open
Jul 15, 2023
Hyliion Holdings
0.05%
▲ 93.23%
1
Open
Jul 15, 2023
JD
0.96%
▼ 3.74%
1
Open
Jul 15, 2023
Ouster
0.12%
▲ 40.82%
1
Open
Jul 15, 2023
Paramount Global Class B
1.5%
▼ 26.27%
1
Open
Jul 15, 2023
Paysafe
2.14%
▲ 42.05%
1
Open
Jul 15, 2023
PayPal Holdings
4.37%
▲ 15.42%
1
Open
Jul 15, 2023
Invesco Solar ETF
1.12%
▼ 53.28%
1
Open
Jul 15, 2023
Teradyne
1.14%
▼ 8.76%
1
Open
Jul 15, 2023
Target
1.65%
▼ 1.87%
1
Open
Jul 15, 2023
Tesla
3.68%
▲ 16.96%
1
Open
Jul 15, 2023
Taiwan Semiconductor Manufacturing
5.18%
▲ 85.51%
1
Open
Jul 15, 2023
Vroom
0.01%
▼ 96.72%
1
Open
Jul 15, 2023
Volkswagen AG
0.71%
▼ 45.43%
1
Open
Jul 15, 2023
Robinhood Markets
8.56%
▲ 180.94%
1
Open
Jul 15, 2023
Barrick Gold
2.46%
▲ 7.52%
1
Open
Jul 15, 2023
Fidelity 500 Index Fund
0%
▲ 31.81%
1
Open
Jul 15, 2023
Enphase Energy
1.03%
▼ 66.48%
1
Open
Jul 15, 2023