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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #38,272 out of 744,106 TipRanks' Investors
Success Rate
70%
193 out of 275
profitable transactions
Average Return
18.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 12.18%
6-Month Return▲ 11.01%
12-Month Return-
YTD Return▲ 13.52%
Total Return▲ 22.31%

Best Trade

Opened at
Closed at-
Gain▲ 228.18%

Bio

A simple momentum approach with a small contrarian and "out of the box" tilt

Performance

19.91%0-19.91%
▲ 5.14%
▲ 4.57%
▼ 1.81%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.69%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 19.91%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.59%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 11.25%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 13.46%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.55%
Jun 2024
▼ 2.99%
▲ 1.33%
▼ 7.32%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▼ 1.81%
▼ 1.87%▲ 1.59%▲ 2.69%
▲ 14.08%▲ 5.22%▲ 19.91%
▲ 5.05%▲ 3.27%▲ 4.59%
▼ 12.40%▼ 4.03%▼ 11.25%
▲ 11.46%▲ 5.06%▲ 13.46%
▼ 2.25%▲ 3.53%▼ 5.55%
▼ 2.99%▲ 1.33%▼ 7.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
1.1%
▲ 21.38%
26
Buy
Jul 03, 2024
Coinbase Global
5.99%
▲ 78.76%
29
Sell
Jun 29, 2024
Banco Comercial Portugues
0%
▲ 20.48%
17
Sell
Jun 29, 2024
Micron
0%
▲ 19.72%
6
Sell
Jun 29, 2024
Chipotle
2.27%
▼ 4.18%
2
Buy
Jun 22, 2024
Apple
8.25%
▲ 6.70%
3
Buy
Jun 22, 2024
HighPeak Energy
4.62%
▲ 4.01%
17
Buy
Jun 18, 2024
Qualcomm
0%
▼ 2.69%
2
Sell
Jun 18, 2024
Nvidia
0%
▲ 98.41%
4
Sell
Jun 13, 2024
Zoom Video Communications
0%
▼ 13.42%
6
Sell
Jun 13, 2024
PDD Holdings
6.89%
▼ 8.77%
3
Buy
Jun 13, 2024
Teva Pharmaceutical
10.29%
▲ 25.66%
8
Buy
Jun 11, 2024
NY Community
8.81%
▼ 0.37%
9
Buy
Jun 11, 2024
BuzzFeed
0.49%
▼ 9.97%
2
Sell
Jun 08, 2024
Baker Hughes Company
0%
▲ 1.14%
6
Sell
Jun 06, 2024
Fortinet
0%
▲ 10.25%
5
Sell
Jun 06, 2024
Advanced Micro Devices
2.48%
▲ 34.52%
5
Buy
Jun 06, 2024
PayPal Holdings
0%
▼ 5.11%
7
Sell
Jun 06, 2024
Moderna
1.71%
▲ 7.11%
14
Sell
Jun 05, 2024
Raytheon Technologies
0%
▲ 24.19%
5
Sell
Jun 05, 2024