New Portfolio - New Portfolio

Pancho

New Portfolio
Individual Investor
Ranked #72,583 out of 748,866 TipRanks' Investors
Success Rate
84%
27 out of 32
profitable transactions
Average Return
9.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.57%
6-Month Return▲ 9.73%
12-Month Return▲ 16.03%
YTD Return▲ 12.10%
Total Return▲ 15.73%

Best Trade

Opened at
Closed at-
Gain▲ 30.59%

Bio

Performance

24.15%0-24.15%
▲ 5.14%
▲ 4.57%
▲ 2.78%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.34%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.99%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.97%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.25%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.39%
Jun 2024
▲ 24.15%
▲ 0.04%
▲ 0.57%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.78%
▼ 1.87%▲ 1.59%▲ 1.34%
▲ 14.08%▲ 5.22%▲ 3.99%
▲ 5.05%▲ 3.27%▲ 4.20%
▼ 12.40%▼ 4.03%▼ 3.97%
▲ 11.46%▲ 5.06%▲ 4.25%
▼ 2.25%▲ 3.53%▲ 1.39%
▲ 24.15%▲ 0.04%▲ 0.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Axcelis Technologies
0%
▲ 12.10%
1
Open
Mar 18, 2024
Enbridge
49.69%
▲ 12.06%
5
Buy
Mar 16, 2024
Bank Of Nova Scotia
32.25%
▲ 4.33%
7
Buy
Mar 16, 2024
BMO S&P500 IdxCAD Un
9.31%
▲ 21.28%
7
Buy
Mar 16, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
8.75%
▲ 11.72%
6
Buy
Mar 16, 2024
Tidewater Midstream and Infrastructure
▼ 4.95%
2
Close
Dec 18, 2023
JHVIT Strategic Income Opportunities Trust - Series II
0.00%
2
Close
Jul 31, 2023
JPMorgan Equity Premium Income ETF
▲ 0.11%
2
Close
Jul 29, 2023
Alibaba
▲ 10.25%
2
Close
Jul 28, 2023
Tesla
▼ 9.17%
2
Close
Jul 28, 2023
Nvidia
▼ 1.56%
2
Close
Jul 28, 2023
SoFi Technologies
▼ 0.21%
2
Close
Jul 28, 2023