New Portfolio Sep 2023 - New Portfolio

Gene Holt

New Portfolio Sep 2023
Individual Investor
Ranked #357,468 out of 753,381 TipRanks' Investors
Success Rate
50%
11 out of 22
profitable transactions
Average Return
1.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.29%
6-Month Return▼ 6.90%
12-Month Return-
YTD Return▼ 0.48%
Total Return▲ 5.68%

Best Trade

Opened at
Closed at
Gain▲ 77.86%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 2.15%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 12.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.13%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 12.45%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 14.85%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.27%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 9.70%
Jul 2024
▼ 5.09%
▲ 0.98%
▼ 10.57%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 2.15%
▲ 14.08%▲ 5.22%▲ 12.74%
▲ 5.05%▲ 3.27%▲ 0.13%
▼ 12.40%▼ 4.03%▼ 12.45%
▲ 11.46%▲ 5.06%▲ 14.85%
▼ 2.25%▲ 3.53%▲ 6.27%
▲ 25.76%▲ 1.21%▼ 9.70%
▼ 5.09%▲ 0.98%▼ 10.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Biomea Fusion
▼ 75.15%
2
Close
Jul 09, 2024
Eledon Pharmaceuticals
▲ 33.39%
3
Close
Jul 09, 2024
Tenaya Therapeutics
▼ 6.83%
2
Close
Jul 09, 2024
Biora Therapeutics
▼ 32.17%
2
Close
Jul 09, 2024
Palatin Technologies
▼ 40.60%
2
Close
Jul 09, 2024
Avis Budget
▼ 4.66%
2
Close
Jul 09, 2024
Clean Energy Fuels
▼ 13.41%
2
Close
Jul 09, 2024
Enovix
9.5%
▲ 3.34%
3
Buy
Jul 09, 2024
Chipotle
11.81%
▼ 6.56%
1
Open
Jul 09, 2024
Nvidia
55.68%
▲ 43.18%
1
Open
Apr 01, 2024
Bitdeer Technologies
3.61%
▲ 8.33%
1
Open
Apr 01, 2024
DocGo
▼ 21.78%
2
Close
Mar 01, 2024
Beam Global
▲ 27.06%
2
Close
Feb 20, 2024
AT&T
▲ 11.02%
2
Close
Dec 26, 2023
Plug Power
▼ 48.54%
2
Close
Dec 05, 2023
Take-Two
▲ 8.32%
2
Close
Nov 20, 2023
Amazon
4.23%
▲ 38.03%
2
Buy
Oct 19, 2023
Energy Transfer
13.9%
▲ 24.75%
1
Open
Sep 19, 2023