New Portfolio - New Portfolio

Daniel Clavet

New Portfolio
Individual Investor
Ranked #259,120 out of 748,869 TipRanks' Investors
Success Rate
58%
15 out of 26
profitable transactions
Average Return
8.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.68%
6-Month Return▲ 20.10%
12-Month Return-
YTD Return▲ 25.97%
Total Return▲ 33.25%

Best Trade

Opened at
Closed at-
Gain▲ 53.51%

Bio

Performance

25.16%0-25.16%
▲ 5.14%
▲ 4.57%
▲ 1.88%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.04%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.08%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.12%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.58%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.24%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.30%
Jun 2024
▲ 25.16%
▲ 0.04%
▲ 4.68%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 1.88%
▼ 1.87%▲ 1.59%▲ 3.04%
▲ 14.08%▲ 5.22%▲ 8.08%
▲ 5.05%▲ 3.27%▲ 0.12%
▼ 12.40%▼ 4.03%▼ 2.58%
▲ 11.46%▲ 5.06%▲ 7.24%
▼ 2.25%▲ 3.53%▲ 3.30%
▲ 25.16%▲ 0.04%▲ 4.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
11.11%
▲ 13.15%
3
Open
May 18, 2024
Galaxy Digital Holdings
▼ 18.69%
2
Close
May 18, 2024
Myomo
11.11%
▲ 30.40%
1
Open
May 18, 2024
Alphabet Class A
11.11%
▲ 5.81%
3
Open
May 04, 2024
Truth Social
▼ 4.04%
2
Close
Apr 24, 2024
BMO Growth ETF
11.11%
▲ 3.57%
3
Open
Apr 08, 2024
iShares Core Growth ETF Portfolio
▼ 0.40%
2
Close
Apr 07, 2024
Netflix
▼ 1.47%
2
Close
Mar 27, 2024
Spotify Technology SA
▲ 0.22%
2
Close
Mar 27, 2024
Shopify
▼ 1.22%
2
Close
Mar 27, 2024
Alimentation Couche-Tard Inc
11.11%
▲ 10.07%
3
Open
Mar 05, 2024
BMO All-Equity ETF Trust Units
▲ 2.58%
2
Close
Mar 05, 2024
Nvidia
11.11%
▲ 31.53%
1
Open
Mar 05, 2024
Walmart
▲ 6.89%
2
Close
Feb 11, 2024
Vanguard S&P500 C-Hg
▲ 12.50%
2
Close
Feb 11, 2024
Vanguard S&P500 Indx
▲ 11.56%
2
Close
Feb 11, 2024
Apple
▼ 0.24%
2
Close
Sep 08, 2023
Meta Platforms
▼ 5.90%
2
Close
Sep 08, 2023
Arbor Metals
▼ 7.94%
2
Close
Sep 08, 2023
BMO S&P500 IdxCAD Un
11.11%
▲ 25.34%
1
Open
Sep 08, 2023