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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #495,203 out of 781,348 TipRanks' Investors
Success Rate
35%
10 out of 29
profitable transactions
Average Return
-9.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.81%
6-Month Return▲ 3.18%
12-Month Return▼ 8.40%
YTD Return▲ 5.65%
Total Return▼ 15.91%

Best Trade

Opened at
Closed at-
Gain▲ 73.24%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 11.05%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.36%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.30%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 15.54%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 7.79%
Oct 2024
▲ 26.04%
▲ 5.96%
▼ 8.75%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.09%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 5.65%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 11.05%
▲ 8.13%▲ 1.21%▲ 3.36%
▼ 13.14%▲ 2.34%▼ 8.30%
▲ 2.93%▲ 2.10%▲ 15.54%
▲ 10.00%▼ 0.89%▲ 7.79%
▲ 26.04%▲ 5.96%▼ 8.75%
▲ 5.93%▼ 2.41%▼ 4.09%
▲ 6.90%▲ 1.96%▲ 5.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Corporation
0.65%
▲ 62.44%
3
Sell
Dec 09, 2024
PDD Holdings
20.23%
▼ 9.41%
4
Buy
Aug 26, 2024
Perion Network
▼ 56.78%
3
Close
May 12, 2024
Hudson Tech
9.58%
▼ 46.17%
5
Buy
May 02, 2024
Arcadium Lithium Plc
6.93%
▲ 14.26%
3
Buy
Mar 26, 2024
Alibaba
21.86%
▲ 21.18%
2
Buy
Mar 07, 2024
Axos Financial
▲ 0.30%
2
Close
Feb 01, 2024
Brookfield Asset Management Ltd. Class A
▲ 2.54%
2
Close
Feb 01, 2024
Alphabet Class A
▼ 0.79%
2
Close
Feb 01, 2024
Opera
▼ 9.72%
2
Close
Feb 01, 2024
Tencent Holdings
▼ 3.07%
2
Close
Feb 01, 2024
Bank of America
▼ 0.15%
2
Close
Feb 01, 2024
Daqo New Energy
8.24%
▼ 33.14%
2
Buy
Jan 10, 2024
InMode
12.61%
▼ 38.91%
2
Buy
Jan 10, 2024
Canadian Pacific Kansas City
19.89%
▼ 1.06%
1
Open
Jan 10, 2024
Livent
0.00%
2
Open
Jan 10, 2024