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New Portfolio - New Portfolio

Daniel Schablik

New Portfolio
Individual Investor
Ranked #419,660 out of 775,913 TipRanks' Investors
Success Rate
45%
17 out of 38
profitable transactions
Average Return
1.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.56%
6-Month Return▲ 8.46%
12-Month Return▲ 12.21%
YTD Return▲ 8.44%
Total Return▼ 5.74%

Best Trade

Opened at
Closed at-
Gain▲ 213.59%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.78%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.58%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 7.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.85%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.77%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.39%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.84%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 4.32%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 7.78%
▼ 2.25%▲ 3.53%▼ 4.58%
▲ 25.71%▲ 1.21%▲ 7.21%
▼ 4.22%▲ 2.34%▼ 2.85%
▲ 7.82%▲ 2.10%▲ 7.77%
▲ 5.38%▼ 0.89%▼ 2.39%
▲ 43.22%▲ 5.96%▲ 4.84%
▼ 5.24%▼ 2.73%▼ 4.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shift Technologies
▼ 98.46%
2
Close
Oct 14, 2024
Albemarle
0.71%
▼ 61.93%
1
Open
Jul 15, 2023
Humana
1.32%
▼ 42.46%
1
Open
Jul 15, 2023
Hyliion Holdings
0.04%
▲ 42.19%
1
Open
Jul 15, 2023
JD
0.95%
▼ 3.03%
1
Open
Jul 15, 2023
Ouster
0.16%
▲ 88.07%
1
Open
Jul 15, 2023
Paramount Global Class B
1.43%
▼ 28.81%
1
Open
Jul 15, 2023
Paysafe
2.08%
▲ 40.26%
1
Open
Jul 15, 2023
PayPal Holdings
4.44%
▲ 18.56%
1
Open
Jul 15, 2023
Invesco Solar ETF
1.08%
▼ 54.36%
1
Open
Jul 15, 2023
Teradyne
1.35%
▲ 9.03%
1
Open
Jul 15, 2023
Target
1.76%
▲ 6.11%
1
Open
Jul 15, 2023
Tesla
4.51%
▲ 45.00%
1
Open
Jul 15, 2023
Taiwan Semiconductor Manufacturing
5.28%
▲ 91.78%
1
Open
Jul 15, 2023
Vroom
0.01%
▼ 96.60%
1
Open
Jul 15, 2023
Volkswagen AG
0.76%
▼ 41.46%
1
Open
Jul 15, 2023
Robinhood Markets
9.24%
▲ 206.89%
1
Open
Jul 15, 2023
Barrick Gold
2.07%
▼ 7.74%
1
Open
Jul 15, 2023
Fidelity 500 Index Fund
0%
▲ 31.09%
1
Open
Jul 15, 2023
Enphase Energy
1.15%
▼ 62.33%
1
Open
Jul 15, 2023