New Portfolio Jul 2023 - New Portfolio

Mark

New Portfolio Jul 2023
Individual Investor
Ranked #109,770 out of 753,381 TipRanks' Investors
Success Rate
68%
27 out of 40
profitable transactions
Average Return
21.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.55%
6-Month Return▲ 13.53%
12-Month Return▲ 26.54%
YTD Return▲ 14.25%
Total Return▲ 17.66%

Best Trade

Opened at
Closed at-
Gain▲ 243.55%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 2.26%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.51%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.11%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.46%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.91%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.83%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 2.88%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 2.26%
▲ 14.08%▲ 5.22%▲ 5.65%
▲ 5.05%▲ 3.27%▲ 2.51%
▼ 12.40%▼ 4.03%▼ 4.11%
▲ 11.46%▲ 5.06%▲ 6.46%
▼ 2.25%▲ 3.53%▲ 1.91%
▲ 25.76%▲ 1.21%▲ 0.83%
▼ 2.89%▲ 2.06%▲ 2.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Splunk
▲ 27.10%
2
Close
Mar 15, 2024
Deutsche Bank AG
2.56%
▲ 24.94%
1
Open
Dec 29, 2023
Lockheed Martin
2.56%
▲ 24.18%
1
Open
Dec 29, 2023
Mercadolibre
2.56%
▲ 22.78%
1
Open
Nov 28, 2023
Mercadolibre
2.56%
▲ 25.88%
1
Open
Nov 28, 2023
Boeing
2.56%
▼ 21.32%
1
Open
Nov 28, 2023
Euronav
2.56%
▲ 51.83%
1
Open
Oct 04, 2023
Block
2.56%
▲ 47.37%
1
Open
Sep 28, 2023
Canadian Natural
2.56%
▲ 12.83%
1
Open
Sep 28, 2023
Shell
2.56%
▲ 14.52%
1
Open
Sep 28, 2023
Exxon Mobil
2.56%
▲ 0.78%
1
Open
Sep 28, 2023
BP
2.56%
▼ 10.31%
1
Open
Sep 28, 2023
Adobe
2.56%
▲ 1.11%
1
Open
Sep 14, 2023
Eli Lilly & Co
2.56%
▲ 61.05%
1
Open
Sep 11, 2023
Ormat Techno
2.56%
▲ 0.42%
1
Open
Sep 11, 2023
Oracle
2.56%
▲ 11.35%
1
Open
Sep 11, 2023
Roku
2.56%
▼ 28.18%
1
Open
Jul 31, 2023
Bank of America
2.56%
▲ 27.39%
1
Open
Jul 25, 2023
Nio
2.56%
▼ 65.22%
1
Open
Jul 24, 2023
Nordic American Tanker
2.56%
▼ 1.76%
1
Open
Jul 22, 2023