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AFSIR II - New Portfolio

AFSIR II
Individual Investor
Ranked #371,139 out of 793,836 TipRanks' Investors
Success Rate
45%
24 out of 53
profitable transactions
Average Return
5.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.91%
6-Month Return▲ 0.34%
12-Month Return▲ 1.01%
YTD Return▼ 2.95%
Total Return▲ 11.59%

Best Trade

Opened at
Closed at
Gain▲ 85.46%

Bio

Adapt. Focus. Strategize. Repeat

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.74%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.81%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.13%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 14.49%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 6.78%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 1.61%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.52%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 5.91%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.74%
▲ 2.93%▲ 2.10%▲ 3.81%
▲ 10.00%▼ 0.89%▼ 3.13%
▲ 26.01%▲ 5.96%▲ 14.49%
▲ 5.33%▼ 2.41%▼ 6.78%
▲ 5.89%▲ 2.69%▲ 1.61%
▼ 12.86%▼ 1.27%▲ 1.52%
▼ 1.65%▼ 6.20%▼ 5.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Qualcomm
8.48%
▲ 5.05%
5
Sell
Jan 28, 2025
Petroleo Brasileiro SA- Petrobras
▲ 8.09%
3
Close
Jan 28, 2025
Kohl's
▼ 35.10%
4
Close
Jan 28, 2025
Intel
5.48%
▲ 2.91%
2
Buy
Jan 28, 2025
Nvidia
3.15%
▼ 17.13%
2
Buy
Jan 28, 2025
Micron
3.54%
▼ 5.38%
2
Buy
Jan 28, 2025
CrowdStrike Holdings
5.69%
▲ 56.05%
3
Sell
Jan 10, 2025
Air Transport Services
▲ 61.05%
7
Close
Nov 13, 2024
Generac Holdings
4.86%
▲ 3.43%
3
Sell
Nov 13, 2024
Cemex SAB
4.54%
▼ 1.90%
4
Open
Nov 13, 2024
Occidental Petroleum
8.89%
▼ 3.56%
1
Open
Nov 13, 2024
O-I Glass
5.25%
▼ 9.63%
1
Open
Nov 13, 2024
Unity Software
4.86%
▼ 6.65%
7
Sell
Sep 03, 2024
Embraer SA
▲ 77.89%
7
Close
Aug 29, 2024
Nutrien
▼ 9.01%
3
Close
Aug 08, 2024
GoodYear Tire
9.21%
▼ 16.58%
5
Buy
Aug 08, 2024
Walgreens Boots Alliance
▼ 19.72%
6
Close
Aug 01, 2024
Magna International
7%
▼ 26.39%
3
Buy
Jul 30, 2024
JetBlue Airways
▲ 19.83%
4
Close
Jul 30, 2024
Arrow Electronics
3.4%
▼ 11.20%
3
Buy
Apr 29, 2024