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New Portfolio Dec 2023 - New Portfolio
jon
New Portfolio Dec 2023Individual Investor
Ranked #35,731 out of 744,499 TipRanks' Investors
Success Rate
54 out of 66
profitable transactions
profitable transactions
Average Return
10.88%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.89%
6-Month Return▲ 13.51%
12-Month Return-
YTD Return▲ 11.92%
Total Return▲ 18.34%
Best Trade
Bio
Performance
14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 5.74%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.54%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.52%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.19%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.81%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.24%
Jun 2024
▲ 13.13%
▲ 1.91%
▲ 1.47%
Jul 2024
▲ 5.14%▲ 4.57%▲ 5.74%
▼ 1.87%▲ 1.59%▼ 1.54%
▲ 14.08%▲ 5.22%▲ 4.52%
▲ 5.05%▲ 3.27%▲ 3.19%
▼ 12.40%▼ 4.03%▼ 4.00%
▲ 11.46%▲ 5.06%▲ 4.81%
▼ 2.25%▲ 3.53%▲ 3.24%
▲ 13.13%▲ 1.91%▲ 1.47%
Recent Activity
Berkshire Hathaway B
0.65%
▲ 1.48%
1
Open
Jul 01, 2024
Sprouts Farmers
0.63%
▲ 6.12%
1
Open
Jun 17, 2024
BlackRock Science & Technology Trust
2.25%
▲ 10.59%
7
Buy
Jun 07, 2024
SkyWest
0.64%
▲ 3.20%
1
Open
Jun 03, 2024
Global X MLP & Energy Infrastructure ETF
3.24%
▲ 4.61%
1
Open
May 23, 2024
First Trust RBA American Industrial Renaissance ETF
2.97%
▼ 6.51%
1
Open
May 23, 2024
VanEck BDC Income ETF
2.15%
▲ 6.91%
4
Buy
May 17, 2024
Blue Bird
0.6%
▼ 11.27%
1
Open
May 16, 2024
General Motors
0.59%
▲ 4.42%
1
Open
May 02, 2024
GigaCloud Technology, Inc. Class A
0.59%
▼ 0.86%
1
Open
Apr 15, 2024
Vanguard Information Technology ETF
4.55%
▲ 20.51%
3
Buy
Apr 02, 2024
REX FANG & Innovation Equity Premium Income ETF
2.13%
▲ 8.50%
2
Buy
Apr 02, 2024
Brinker International
0.88%
▲ 38.87%
1
Open
Apr 01, 2024
ProShares UltraPro QQQ
1.82%
▲ 46.08%
2
Buy
Mar 25, 2024
iShares Russell Top 200 Growth ETF
3.11%
▲ 20.02%
3
Buy
Mar 25, 2024
WisdomTree Japan Hedged SmallCap Equity Fund
1.67%
▲ 10.35%
3
Buy
Mar 25, 2024
Vanguard Small-Cap Growth ETF
3.17%
▼ 2.27%
2
Buy
Mar 25, 2024
Royal Caribbean
1.02%
▲ 21.61%
1
Open
Mar 15, 2024
Cardinal Health
0.61%
▼ 14.05%
1
Open
Mar 04, 2024
Vanguard Health Care ETF
2.01%
▲ 5.36%
2
Buy
Feb 21, 2024