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New Portfolio - New Portfolio

PerformancePortfolio Details

Monthly dividend payments

New Portfolio
Individual Investor
Ranked #291,844 out of 781,348 TipRanks' Investors
Success Rate
56%
15 out of 27
profitable transactions
Average Return
18.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.35%
6-Month Return▲ 2.45%
12-Month Return▲ 38.71%
YTD Return▲ 2.47%
Total Return▲ 62.42%

Best Trade

AssetBitcoin (BTC-USD)
Opened at
Closed at-
Gain▲ 257.08%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 6.23%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.42%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.50%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.66%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.15%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.85%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 2.47%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 6.23%
▲ 8.13%▲ 1.21%▲ 2.42%
▼ 13.14%▲ 2.34%▼ 8.50%
▲ 2.93%▲ 2.10%▲ 3.10%
▲ 10.00%▼ 0.89%▲ 2.66%
▲ 26.04%▲ 5.96%▲ 7.15%
▲ 5.93%▼ 2.41%▼ 2.85%
▲ 6.90%▲ 1.96%▲ 2.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC
AGNC Investment
7.69%
▲ 1.80%
3
Open
Sep 12, 2024
NVO
Novo Nordisk
―
▲ 29.44%
2
Close
Sep 12, 2024
SUN
Sunoco
―
▼ 3.17%
2
Close
Sep 12, 2024
PSEC
Prospect Capital
7.69%
▼ 16.21%
1
Open
Sep 12, 2024
EFC
Ellington Financial
7.69%
▼ 0.61%
1
Open
Sep 12, 2024
ABR
Arbor Realty
7.69%
▼ 0.01%
1
Open
Sep 12, 2024
IRT
Independence Realty
7.69%
▼ 5.54%
1
Open
Sep 12, 2024
NS
Nustar Energy
―
▲ 35.16%
2
Close
May 02, 2024
MSFT
Microsoft
―
▲ 15.92%
2
Close
Mar 07, 2024
AAPL
Apple
―
▼ 13.04%
2
Close
Mar 07, 2024
GOOG
Alphabet Class C
―
▲ 3.13%
2
Close
Feb 05, 2024
GOOGL
Alphabet Class A
―
▲ 3.49%
2
Close
Feb 05, 2024
AI
C3ai
―
▼ 29.65%
2
Close
Jan 08, 2024
AMZN
Amazon
―
▲ 12.25%
2
Close
Jan 08, 2024
TSLA
Tesla
―
▼ 18.03%
2
Close
Jan 08, 2024
HOOD
Robinhood Markets
―
▼ 5.34%
2
Close
Jan 08, 2024
COR
Cencora
―
▲ 10.46%
2
Close
Jan 08, 2024
TLSA
Tiziana Life Sciences
―
▼ 25.07%
2
Close
Jan 08, 2024
PFLT
Pennantpark $
7.69%
▲ 0.76%
1
Open
Jan 08, 2024
IIPR
Innovative Industrial Properties
7.69%
▼ 11.93%
1
Open
Sep 10, 2023