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New Portfolio - New Portfolio

Ace

New Portfolio
Individual Investor
Ranked #40,505 out of 747,498 TipRanks' Investors
Success Rate
82%
32 out of 39
profitable transactions
Average Return
29.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.18%
6-Month Return▲ 24.82%
12-Month Return-
YTD Return▲ 30.27%
Total Return▲ 44.42%

Best Trade

Opened at
Closed at-
Gain▲ 155.09%

Bio

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 6.29%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.19%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 14.09%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.78%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.12%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.70%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 2.26%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.29%
▼ 1.87%▲ 1.59%▲ 3.19%
▲ 14.08%▲ 5.22%▲ 14.09%
▲ 5.05%▲ 3.27%▼ 0.78%
▼ 12.40%▼ 4.03%▼ 3.64%
▲ 11.46%▲ 5.06%▲ 4.12%
▼ 2.25%▲ 3.53%▲ 8.70%
▲ 29.87%▲ 0.88%▲ 2.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
5.03%
▲ 27.20%
2
Buy
Mar 19, 2024
Coca-Cola
▼ 0.25%
2
Close
Mar 06, 2024
McDonald's
▲ 1.78%
2
Close
Mar 06, 2024
Costco
2.47%
▲ 8.57%
1
Open
Mar 06, 2024
Advanced Micro Devices
2.91%
▲ 14.04%
2
Buy
Feb 23, 2024
Palo Alto Networks
5.36%
▲ 30.56%
2
Buy
Feb 21, 2024
Tower
4.04%
▲ 38.38%
2
Buy
Feb 12, 2024
Amazon
4.48%
▲ 19.55%
2
Buy
Feb 10, 2024
Tesla
4.04%
▲ 11.13%
2
Buy
Feb 10, 2024
Boston Scientific
▲ 20.60%
2
Close
Feb 10, 2024
Marvell
▲ 24.73%
2
Close
Feb 10, 2024
Savers Value Village Inc.
▼ 12.06%
2
Close
Feb 10, 2024
Opera
▼ 17.38%
2
Close
Feb 10, 2024
ARM Holdings PLC ADR
0.1%
▲ 9.69%
1
Open
Feb 10, 2024
DR Horton
1.29%
▲ 17.49%
1
Open
Feb 10, 2024
Realty Income
1.36%
▲ 12.03%
1
Open
Feb 10, 2024
Broadcom
7.52%
▲ 74.57%
2
Buy
Nov 21, 2023
VMware
▼ 13.40%
2
Close
Nov 21, 2023
Palantir Technologies
2.57%
▲ 94.44%
2
Buy
Sep 24, 2023
Microsoft
5.17%
▲ 33.25%
1
Open
Sep 07, 2023