ETF - New Portfolio

ashokkuppala@anu-sol.com

ETF
Individual Investor
Ranked #277,521 out of 767,663 TipRanks' Investors
Success Rate
60%
27 out of 45
profitable transactions
Average Return
5.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.59%
6-Month Return▲ 11.26%
12-Month Return▼ 9.67%
YTD Return▼ 12.93%
Total Return▼ 22.25%

Best Trade

Opened at
Closed at-
Gain▲ 171.59%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 11.07%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 14.20%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.34%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.15%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.93%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.43%
Sep 2024
▲ 5.84%
▼ 0.89%
▲ 5.00%
Oct 2024
▲ 11.50%
▲ 4.35%
▲ 6.91%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 11.07%
▲ 11.46%▲ 5.06%▲ 14.20%
▼ 2.25%▲ 3.53%▼ 6.34%
▲ 25.72%▲ 1.21%▲ 2.15%
▼ 4.22%▲ 2.34%▲ 3.93%
▲ 7.82%▲ 2.10%▲ 3.43%
▲ 5.84%▼ 0.89%▲ 5.00%
▲ 11.50%▲ 4.35%▲ 6.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Taiwan Semiconductor Manufacturing
0%
▲ 0.54%
1
Open
Oct 16, 2024
FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF
1.12%
▼ 1.45%
1
Open
Sep 26, 2024
Fidelity MSCI Consumer Discretionary Index ETF
0%
▲ 6.49%
1
Open
Sep 26, 2024
Fidelity MSCI Health Care Index ETF
0%
▼ 4.90%
1
Open
Sep 26, 2024
Vanguard S&P 500 ETF
0%
▲ 3.90%
1
Open
Sep 24, 2024
Microstrategy
▼ 20.28%
2
Close
Sep 18, 2024
Cognex
▼ 24.08%
2
Close
Sep 18, 2024
Eaton
8.07%
▲ 18.67%
1
Open
Sep 13, 2024
Crispr Therapeutics AG
1.06%
▼ 5.65%
2
Buy
Aug 21, 2024
NuScale Power
0.52%
▲ 171.59%
1
Open
Aug 16, 2024
Texas Instruments
4.52%
▲ 14.44%
1
Open
Aug 05, 2024
Vanguard Dividend Appreciation ETF
▲ 3.67%
3
Close
Jul 31, 2024
Vanguard Information Technology ETF
▼ 2.21%
3
Close
Jul 31, 2024
Arthur J Gallagher & Co
▲ 3.76%
2
Close
Jul 31, 2024
F5 Networks
5.36%
▲ 18.86%
1
Open
Jul 31, 2024
Upstart Holdings
7.68%
▲ 158.08%
1
Open
Jul 26, 2024
Trade Desk
2.66%
▲ 40.93%
1
Open
Jul 24, 2024
Amgen
6.38%
▼ 10.55%
1
Open
Jul 16, 2024
Cintas
19.35%
▲ 21.94%
2
Buy
Jul 11, 2024
Chipotle
1.32%
▼ 4.53%
1
Open
Jul 05, 2024