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Strategy Test Portfolio - New Portfolio
Lisle Wallace
Strategy Test PortfolioIndividual Investor
Ranked #210,816 out of 747,498 TipRanks' Investors
Success Rate
42 out of 70
profitable transactions
profitable transactions
Average Return
3.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.18%
6-Month Return▲ 8.42%
12-Month Return-
YTD Return▲ 4.47%
Total Return▲ 7.36%
Best Trade
Bio
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 5.77%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.28%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.41%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.80%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.38%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.79%
Jul 2024
▲ 5.14%▲ 4.57%▲ 5.77%
▼ 1.87%▲ 1.59%▼ 5.28%
▲ 14.08%▲ 5.22%▲ 6.34%
▲ 5.05%▲ 3.27%▲ 0.41%
▼ 12.40%▼ 4.03%▼ 7.26%
▲ 11.46%▲ 5.06%▲ 3.80%
▼ 2.25%▲ 3.53%▲ 3.38%
▲ 25.65%▲ 0.88%▲ 3.79%
Recent Activity
Veeva Systems
0.01%
▼ 15.06%
2
Sell
Mar 18, 2024
Kinsale Capital Group
0.01%
▼ 10.69%
2
Sell
Mar 18, 2024
Block
4.05%
▼ 14.07%
2
Buy
Mar 18, 2024
Eli Lilly & Co
3.26%
▲ 12.45%
2
Buy
Mar 18, 2024
Vertiv Holdings
2.19%
▲ 10.59%
1
Open
Mar 18, 2024
e.l.f. Beauty
1.51%
▼ 9.82%
1
Open
Mar 18, 2024
Co dbx Inf Tec Accum.Ptg.Shs Class -1C- USD
2.12%
▲ 11.65%
1
Open
Mar 18, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
2.03%
▲ 7.08%
1
Open
Mar 18, 2024
iShares Dow Jones Global Titans 50 UCITS ETF (DE)
2.08%
▲ 9.30%
1
Open
Mar 18, 2024
Coca-Cola
2.15%
▲ 3.32%
3
Open
Feb 27, 2024
Tesla
0.01%
▲ 4.59%
2
Buy
Feb 27, 2024
JOYY
1.39%
▼ 2.83%
2
Buy
Feb 27, 2024
BigCommerce Holdings
0%
▼ 26.80%
2
Sell
Feb 27, 2024
Broadcom
2.61%
▲ 55.95%
2
Buy
Feb 27, 2024
S&P Global
0.01%
▲ 24.69%
2
Sell
Feb 27, 2024
Pfizer
0%
▼ 8.35%
2
Sell
Feb 27, 2024
ServiceNow
1.69%
▼ 2.86%
2
Buy
Feb 27, 2024
Nvidia
4.65%
▲ 49.87%
1
Open
Feb 27, 2024
Microsoft
2.38%
▲ 7.47%
1
Open
Feb 27, 2024
Alphabet Class A
2.31%
▲ 28.07%
1
Open
Feb 27, 2024