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New Portfolio - New Portfolio

PerformancePortfolio Details

USER

New Portfolio
Individual Investor
Ranked #304,332 out of 743,457 TipRanks' Investors
Success Rate
50%
109 out of 219
profitable transactions
Average Return
4.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.99%
6-Month Return▲ 5.67%
12-Month Return-
YTD Return▲ 3.22%
Total Return▲ 10.11%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 160.23%

Bio

Performance

17.99%0-17.99%
▲ 5.14%
▲ 4.57%
▲ 4.74%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.27%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 17.99%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.83%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.60%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 15.68%
May 2024
▼ 2.25%
▲ 3.53%
▼ 12.81%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 1.97%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.74%
▼ 1.87%▲ 1.59%▼ 7.27%
▲ 14.08%▲ 5.22%▲ 17.99%
▲ 5.05%▲ 3.27%▼ 2.83%
▼ 12.40%▼ 4.03%▼ 5.60%
▲ 11.46%▲ 5.06%▲ 15.68%
▼ 2.25%▲ 3.53%▼ 12.81%
▲ 0.26%▲ 0.21%▲ 1.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NIO
Nio
8.67%
▼ 18.98%
51
Buy
Jul 02, 2024
CMG
Chipotle
1.61%
▲ 2.66%
4
Buy
Jun 27, 2024
BITO
ProShares Bitcoin Strategy ETF
13.41%
▲ 6.52%
27
Buy
Jun 26, 2024
SMCI
Super Micro Computer
5.98%
▲ 1.94%
11
Buy
Jun 24, 2024
BIDU
Baidu
4.96%
▼ 3.28%
17
Buy
Jun 22, 2024
SOFI
SoFi Technologies
2.76%
▼ 12.73%
16
Buy
Jun 14, 2024
BABA
Alibaba
17.88%
▼ 2.63%
21
Buy
May 31, 2024
ZWK
BMO Covered Call US Banks ETF
―
▲ 17.44%
9
Close
May 21, 2024
GOOGL
Alphabet Class A
4.41%
▲ 32.16%
12
Buy
May 10, 2024
AMZN
Amazon
0%
▲ 34.20%
5
Sell
May 03, 2024
MJ
ETFMG Alternative Harvest ETF
0.32%
▼ 2.37%
3
Buy
May 01, 2024
SPYI
NEOS S&P 500 High Income ETF
12.05%
▲ 8.79%
10
Buy
Apr 30, 2024
NVDA
Nvidia
13.43%
▲ 109.69%
10
Sell
Apr 25, 2024
MSFT
Microsoft
10.93%
▲ 16.54%
8
Buy
Apr 22, 2024
TSLA
Tesla
0%
▲ 33.58%
1
Open
Apr 16, 2024
PDD
PDD Holdings
0%
▲ 13.99%
2
Sell
Apr 05, 2024
NSRGY
Nestle SA Reg
0%
▼ 2.18%
1
Open
Mar 31, 2024
C
Citigroup
0%
▲ 36.58%
4
Buy
Mar 25, 2024
SHOP
Shopify
0%
▼ 16.26%
2
Sell
Mar 25, 2024
AAPL
Apple
3.14%
▲ 20.28%
4
Buy
Mar 21, 2024