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New Portfolio - New Portfolio

A1B369F4

New Portfolio
Individual Investor
Ranked #34,670 out of 769,632 TipRanks' Investors
Success Rate
75%
120 out of 161
profitable transactions
Average Return
22.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.88%
6-Month Return▲ 33.41%
12-Month Return▲ 69.72%
YTD Return▲ 46.79%
Total Return▲ 75.76%

Best Trade

Opened at
Closed at-
Gain▲ 230.04%

Bio

Performance

37.30%0-37.30%
▼ 12.40%
▼ 4.03%
▼ 8.69%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.21%
May 2024
▼ 2.25%
▲ 3.53%
▼ 15.72%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 23.81%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.02%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.67%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.03%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 18.88%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 8.69%
▲ 11.46%▲ 5.06%▲ 6.21%
▼ 2.25%▲ 3.53%▼ 15.72%
▲ 25.72%▲ 1.21%▲ 23.81%
▼ 4.22%▲ 2.34%▲ 0.02%
▲ 7.82%▲ 2.10%▲ 3.67%
▲ 5.70%▼ 0.89%▲ 3.03%
▲ 37.30%▲ 4.73%▲ 18.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Russell 2000 Small-Cap Index Fund - Institutional
0.01%
▲ 30.63%
2
Buy
Aug 05, 2024
Putnam International Capital Opportunities Fund Class Y
0.02%
▲ 10.13%
2
Buy
Aug 05, 2024
Meta Platforms
0.27%
▲ 44.01%
2
Buy
Aug 05, 2024
Astra Space
▼ 63.33%
2
Close
Jul 17, 2024
BIOLASE
▼ 71.54%
2
Close
Jun 20, 2024
BYGGFAKTA GROUP Nordic HoldCo AB
▲ 78.83%
2
Close
May 24, 2024
Invesco Dow Jones Industrial Average Dividend ETF
0.03%
▲ 25.31%
2
Buy
Apr 18, 2024
American Funds Inflation Linked Bond Fund - Class F-3
0.01%
▲ 5.71%
2
Buy
Apr 18, 2024
Nvidia
0.13%
▲ 129.86%
2
Buy
Apr 18, 2024
Melanion BTC Equities Universe UCITS ETF
0.01%
▲ 151.18%
2
Buy
Apr 18, 2024
Hodges Blue Chip Equity Income Fund
0.01%
▲ 35.82%
2
Buy
Apr 18, 2024
IMPINJ
0.09%
▲ 120.62%
2
Buy
Apr 18, 2024
Fidelity Advisor Asset Manager 30%: Class I
0.01%
▲ 8.34%
2
Buy
Apr 18, 2024
Table Trac
0.01%
▼ 5.07%
2
Buy
Apr 18, 2024
Greenspring Fund Inc.
0.01%
▲ 25.24%
2
Buy
Apr 18, 2024
Visa
0.15%
▲ 16.94%
1
Open
Apr 18, 2024
Visa
0.1%
▲ 0.74%
1
Open
Apr 18, 2024
DANONE SA
0.03%
▲ 14.89%
1
Open
Apr 18, 2024
Enterprise Products Partners
0.02%
▲ 21.79%
1
Open
Apr 18, 2024
Enphase Energy
0.03%
▼ 39.28%
1
Open
Apr 18, 2024